PORTOLA AVE 39800 CORP

EIN: 462759205

SAN MATEO, CA

Total Revenue
$2,033,233
Total Expenses
N/A
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
CA
Principal Officer
VICTOR KWOK
Phone
6503436333
Tax Period
2019-01-01 to 2019-12-31

PORTOLA AVE 39800 CORP, founded in 2013, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2019.

Mission

FORMED TO ACQUIRE AND HOLD TITLE TO PROPERTY IN PALM DESERT, CA AND TO COLLECT AND REMIT INCOME TO THE SHAREHOLDER, A PENSION PLAN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $2,084,404
Other Revenue $-51,171
TOTAL REVENUE $2,033,233

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2019 2018 Change
Revenue $2,033,233 $-152,824 -14.3%
Expenses N/A N/A N/A
Net Income N/A $-152,824 N/A
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BYRON M FOX DIRECTOR 1.0
Director
$0 $0 $0
GARRY J SPANNER PRESIDENT/CHAIRMAN 1.0
Officer Director
$0 $0 $0
ROBERT T PERKINS EXECUTIVE VICE PRESIDENT 1.0
Officer Director
$0 $0 $0
ERIK ST CHARLES SECRETARY 1.0
Officer
$0 $0 $0
VICTOR KWOK CHIEF FINANCIAL OFFICER 1.0
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2019 $2,033,233 No data No data No data
2018 $-152,824 No data $5,439,416 No data
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