Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 94-6121452

PORTOLA IMPROVEMENT ASSN MUTUAL WATER CO INC

Tax-exempt · LA HONDA, CA 94020

Financials

$75K$89K2023$85K$90K2024
Revenue Expenses · by fiscal year end
Financials of PORTOLA IMPROVEMENT ASSN MUTUAL WATER CO INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$85,383$89,591-$4,208$39,671–$39,671
June 30, 2024990-EZ$74,665$88,638-$13,973$43,879$0$43,879
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Membership dues
$85,326
Program service revenue
$0
Investment income
$57

Expenses

Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fees and payments to contractors
$44,748
Occupancy
$2,594
Printing, publications and postage
$539
Other expenses
$41,710
Program services (functional)
$89,591

Balance sheet and other

Total assets, start of year
$43,879
Total assets, end of year
$39,671
Total liabilities, end of year
–
Net assets, end of year
$39,671
Cash, savings and investments
$39,212
Land and buildings
$459
Gross receipts
$85,383

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Josh WalkerPresident6$0
Yvette FitzgeraldVice President5$0
Katarina CookSecretary2$0
Andrea LozanoTreasurer5$0
990-EZ for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
Josh WalkerPresident6$0
Yvette FitzgeraldVice President5$0
Katarina CookSecretary2$0
Andrea LozanoTreasurer5$0

Address and contacts

Address (IRS master file)
253 PORTOLA STATE PARK RD, LA HONDA, CA 94020-9717
In care of
% JOSH WALKER
Mailing address (990-N for 2019)
253 Portola State Park Rd, La Honda CA 94020
Principal officer (990-N for 2019)
Karen Barrett Moore, 275 Back Rd, La Honda CA 94020
Signed the 990-EZ
Josh Walker, President

California records

California keeps its own records of charities and corporations. Search them by EIN 94-6121452 or by the name PORTOLA IMPROVEMENT ASSN MUTUAL WATER CO INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

Delivering drinking water to shareholders

990-EZ for the year ended June 30, 2025

Program accomplishments

  • Delivering drinking water to the households of 38 shareholders
    Expenses $89,591

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for PORTOLA IMPROVEMENT ASSN MUTUAL WATER CO INC

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
94-6121452
Tax-exempt status
501(c)(12): Benevolent life insurance association or mutual company
Donations deductible
No
Exempt since
1963
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$39,671
Income (IRS master file)
$85,383

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$85,383$89,591$39,671XML
990-EZJune 2024$74,665$88,638$43,879XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-N for 2019
Officer: Karen Barrett Moore
June 30, 2020≤ $50,000 receipts––e-Postcard
990-N for 2018
Officer: Barrett Moore
June 30, 2019≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-6121452).

Questions about PORTOLA IMPROVEMENT ASSN MUTUAL WATER CO INC

What is the EIN of PORTOLA IMPROVEMENT ASSN MUTUAL WATER CO INC?
The employer identification number (EIN) of PORTOLA IMPROVEMENT ASSN MUTUAL WATER CO INC is 94-6121452.
Is PORTOLA IMPROVEMENT ASSN MUTUAL WATER CO INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(12) since 1963.
Are donations to PORTOLA IMPROVEMENT ASSN MUTUAL WATER CO INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PORTOLA IMPROVEMENT ASSN MUTUAL WATER CO INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PORTOLA IMPROVEMENT ASSN MUTUAL WATER CO INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PORTOLA IMPROVEMENT ASSN MUTUAL WATER CO INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who is the principal officer of PORTOLA IMPROVEMENT ASSN MUTUAL WATER CO INC?
The 990-N for 2019 names Karen Barrett Moore.
Who are the officers and directors of PORTOLA IMPROVEMENT ASSN MUTUAL WATER CO INC?
The 990-EZ for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does PORTOLA IMPROVEMENT ASSN MUTUAL WATER CO INC have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $85,383, expenses of $89,591 and total assets of $39,671 at year end.

Other nonprofits in LA HONDA

All nonprofits in LA HONDA · California