Civic Intelligence

Orinda Intermediate School Parents Club Inc.

990 • Fiscal year 2018 • EIN 68-0434249

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 24, 2018

80 Ivy DriveOrinda, CA 94563

(925) 258-3090

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.14x

Higher debt load relative to assets than 57% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.02x

Higher debt load relative to revenue than 28% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

99th percentile

350%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

6.3%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$244,209

Up $189,967 (+350%) from 2017

Net Assets

Up

$210,299

Up $200,250 (+1993%) from 2017

Liabilities

Down

$33,910

Down $10,283 (-23%) from 2017

Revenue

Up

$1,480,860

Up $87,566 (+6.3%) from 2017

Expenses

Down

$1,276,681

Down $132,386 (-9.4%) from 2017

Net Income

Up

$204,179

Up $219,952 (+1394%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $582,546Liabilities 2011: $73,363Net Assets 2011: $509,1832011Assets 2012: $566,608Liabilities 2012: $85,621Net Assets 2012: $480,9872012Assets 2013: $570,896Liabilities 2013: $131,025Net Assets 2013: $439,8712013Assets 2014: $382,014Liabilities 2014: $93,763Net Assets 2014: $288,2512014Assets 2015: $258,257Liabilities 2015: $97,766Net Assets 2015: $160,4912015Assets 2016: $117,076Liabilities 2016: $91,254Net Assets 2016: $25,8222016Assets 2017: $54,242Liabilities 2017: $44,193Net Assets 2017: $10,0492017Assets 2018: $244,209Liabilities 2018: $33,910Net Assets 2018: $210,2992018Assets 2019: $530,738Liabilities 2019: $183,390Net Assets 2019: $347,3482019Assets 2020: $449,337Liabilities 2020: $48,195Net Assets 2020: $401,1422020Assets 2021: $409,862Liabilities 2021: $20,120Net Assets 2021: $389,7422021Assets 2022: $490,058Liabilities 2022: $20,936Net Assets 2022: $469,1222022Assets 2023: $434,424Liabilities 2023: $22,995Net Assets 2023: $411,4292023Assets 2024: $839,739Liabilities 2024: $23,261Net Assets 2024: $816,4782024Assets 2025: $912,989Liabilities 2025: $25,954Net Assets 2025: $887,0352025

Highlighted filing

2018

Assets$244,209
Liabilities$33,910
Net Assets$210,299

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,077,6782011Revenue 2012: $1,100,569Expenses 2012: $1,128,765Net Income 2012: -$28,1962012Expenses 2013: $1,341,4472013Revenue 2014: $1,301,009Expenses 2014: $1,452,629Net Income 2014: -$151,6202014Revenue 2015: $1,390,353Expenses 2015: $1,518,216Net Income 2015: -$127,8632015Revenue 2016: $1,379,565Expenses 2016: $1,514,234Net Income 2016: -$134,6692016Revenue 2017: $1,393,294Expenses 2017: $1,409,067Net Income 2017: -$15,7732017Revenue 2018: $1,480,860Expenses 2018: $1,276,681Net Income 2018: $204,1792018Revenue 2019: $975,497Expenses 2019: $838,448Net Income 2019: $137,0492019Revenue 2020: $833,771Expenses 2020: $779,977Net Income 2020: $53,7942020Revenue 2021: $61,306Expenses 2021: $72,706Net Income 2021: -$11,4002021Revenue 2022: $375,183Expenses 2022: $295,803Net Income 2022: $79,3802022Revenue 2023: $226,265Expenses 2023: $283,958Net Income 2023: -$57,6932023Revenue 2024: $804,988Expenses 2024: $405,277Net Income 2024: $399,7112024Revenue 2025: $378,355Expenses 2025: $292,925Net Income 2025: $85,4302025

Highlighted filing

2018

Revenue$1,480,860
Expenses$1,276,681
Net Income$204,179
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 24, 2018
Return Version
2017v2.2
Gross Receipts
$1,480,860
Mission and Program Overview

Mission

The organization's primary purpose is to promote orinda intermediate school students' welfare through educational enhancements and hot lunches.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$52,126$243,159▲ $191,033
Prepaid Expenses and Deferred Charges$1,575$1,050▼ $525
Accounts Receivable$541$0▼ $541
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$54,242$244,209▲ $189,967
Other Assets Total-$0-
Liabilities
Deferred Revenue$23,828$22,823▼ $1,005
Accounts Payable and Accrued Expenses$20,365$11,087▼ $9,278
Total Liabilities$44,193$33,910▼ $10,283
Net Assets / Fund Balance
Unrestricted Net Assets$-14,951$208,167▲ $223,118
Temporarily Rstr Net Assets$25,000$2,132▼ $22,868
Total Net Assets Fund Balance$10,049$210,299▲ $200,250
Total Liabilities and Net Assets / Fund Balance$54,242$244,209▲ $189,967
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lexi MorrisseyCo-president
Meredith MossCo-president
Caroline HendricksVice President
Darien DestinoVice President
Glenn FullerVice President
Shelli BrudzinskiVice President
Stephanie BarmerVice President
Shannon FullerParliamentarian
Corrie RaphaelSecretary
Kirsten OdmarkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$543,387
Program Service Revenue
$937,148
Investment Income
$325
Other Revenue
$0
All Other Contributions
$543,387
Change in Net Assets
$204,179
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$789,125
Grants and Similar Amounts Paid$487,556
Total Fundraising Expense$13,528
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$487,556--$487,556
All Other Expenses$7,466$1,288$13,528$22,282
Other Expenses$21,757--$21,757
Fees for Services Accounting-$16,440-$16,440
Insurance-$1,559-$1,559
Total Functional Expenses$1,243,866$19,287$13,528$1,276,681
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Orinda Union School DistrictOrinda, CA-To Fund Teachers and Support Staff$487,556
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Club officers review the form 990 before filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

AVAILABLE ON WEBSITE.

Filing and Contact Details

Filer

Filer Name
Orinda Intermediate School Parents Club
EIN
68-0434249
Phone
9252583090
Address
80 IVY DRIVE, ORINDA, CA 94563

Signing Officer

Name
Kirsten Odmark
Title
Treasurer
Signed
2018-10-24
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
200

Preparer

Firm
Porter & Yee Cpas an Accountancy Corp
Address
2300 Contra Costa Blvd Suite 100, Pleasant Hill, CA 94523
Preparer
Lori Abele CPA
Phone
9252880600
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: supported and provided after school extra curricular activities.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice President
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01575
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01050
IRS990/PriorPeriodAdjustmentsAmt0-3929
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc08TH GRADE PROMOTION
IRS990/ProgramServiceRevenueGrp/Desc1BULLDOG KENNEL
IRS990/ProgramServiceRevenueGrp/Desc2BULLDOG SPORTS
IRS990/ProgramServiceRevenueGrp/Desc3BULLDOG THEATER
IRS990/ProgramServiceRevenueGrp/Desc4VARIOUS OTHER PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt049905
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1728154
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2128296
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt328647
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42146
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt049905
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1728154
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2128296
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt328647
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42146
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE GRANTS TO THE ORINDA UNION SCHOOL DISTRICT TO FUND TEACHER AND SUPPORT STAFF SALARIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0487556
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0487556
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTED AND PROVIDED AFTER SCHOOL EXTRA CURRICULAR ACTIVITIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0156288
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0479348
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0608415
IRS990/PYInvestmentIncomeAmt0262
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0800652
IRS990/PYProgramServiceRevenueAmt0913684
IRS990/PYRevenuesLessExpensesAmt0-15773
IRS990/PYTotalExpensesAmt01409067
IRS990/PYTotalRevenueAmt01393294
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0204179
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0543387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0479348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0427209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0423653
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0416321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02289918
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0325
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0262
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03408
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03718
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04210
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011923
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0937148
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0913684
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0948948
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0962982
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0880478
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04643240
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0325
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0262
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03408
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03718
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04210
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011923
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00230
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99770
IRS990ScheduleA/PublicSupportTotal509Amt06933158
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01480535
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01393032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01376157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01386635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01296799
IRS990ScheduleA/Total509Grp/TotalAmt06933158
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01480860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01393294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01379565
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01390353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01301009
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06945081
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0487556
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FUND TEACHERS AND SUPPORT STAFF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ORINDA UNION SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08 ALTARINDA RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ORINDA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094563
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: SUPPORTED AND PROVIDED AFTER SCHOOL EXTRA CURRICULAR ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLUB OFFICERS REVIEW THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE ON WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt025000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02132
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.03$0.89$0.38$0.29$0.09
2024Summary only. Only limited summary data is available for this year.$0.84$0.02$0.82$0.80$0.41$0.40
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.02$0.41$0.23$0.28$0.06
2022Summary only. Only limited summary data is available for this year.$0.49$0.02$0.47$0.38$0.30$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.02$0.39$0.06$0.07$0.01
2020Summary only. Only limited summary data is available for this year.$0.45$0.05$0.40$0.83$0.78$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.18$0.35$0.98$0.84$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.24$0.03$0.21$1.48$1.28$0.20
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.04$0.01$1.39$1.41$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.09$0.03$1.38$1.51$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.10$0.16$1.39$1.52$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.09$0.29$1.30$1.45$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.13$0.44$1.34
2012Summary only. Only limited summary data is available for this year.$0.57$0.09$0.48$1.10$1.13$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.07$0.51$1.08