Civic Intelligence

Orinda Intermediate School Parents Club Inc.

990 • Fiscal year 2021 • EIN 68-0434249

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 21, 2021

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

73rd percentile

0.05x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

0.33x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

27th percentile

-8.8%

Faster asset growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-93%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$409,862

Down $39,475 (-8.8%) from 2020

Net Assets

Down

$389,742

Down $11,400 (-2.8%) from 2020

Liabilities

Down

$20,120

Down $28,075 (-58%) from 2020

Revenue

Down

$61,306

Down $772,465 (-93%) from 2020

Expenses

Down

$72,706

Down $707,271 (-91%) from 2020

Net Income

Down

-$11,400

Down $65,194 (-121%) from 2020

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

2021

Assets$409,862
Liabilities$20,120
Net Assets$389,742

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

2021

Revenue$61,306
Expenses$72,706
Net Income-$11,400
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 21, 2021
Return Version
2020v4.0
Gross Receipts
$61,306
Mission and Program Overview

Mission

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

The organization's primary purpose is to promote educational excellence at orinda intermediate school (ois) and provide fudning and support for people, programs and projects, all of which improve the middle school experience for ois students and parents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$214,275-
Accounts Receivable$21,287--
Cash and Non-Interest-Bearing Accounts$418,069$8,352▼ $409,717
Prepaid Expenses and Deferred Charges$9,457$5,235▼ $4,222
Total Assets$449,337$409,862▼ $39,475
Other Assets Total$524$182,000▲ $181,476
Liabilities
Accounts Payable and Accrued Expenses$48,195--
Other Liabilities-$20,120-
Total Liabilities$48,195$20,120▼ $28,075
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$401,142$389,742▼ $11,400
Total Net Assets Fund Balance$401,142$389,742▼ $11,400
Total Liabilities and Net Assets / Fund Balance$449,337$409,862▼ $39,475

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$182,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Hollie HireChair
Christina LinezoPresident
Alicia KeenanOne Represen
Dana WentworthSecretary
Jessica KellyTreasurer
Amy Campbell BrownVice Preside
Amy StuffmanVice Preside
Cheryl BjornsonVice Preside
Corinne DuganVice Preside
Darien DestinoVice Preside
Edda ColemanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$30,551
Program Service Revenue
$30,502
Investment Income
$253
Other Revenue
$0
All Other Contributions
$30,551
Change in Net Assets
$-11,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,900
Grants and Similar Amounts Paid$25,806
Total Fundraising Expense$4,527
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,806--$25,806
Fees for Services Accounting-$5,168-$5,168
Other Expenses$9,367$12,739$3,263$3,263
All Other Expenses-$645$1,264$1,909
Insurance-$1,680-$1,680
Total Functional Expenses$47,947$20,232$4,527$72,706
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Orinda Union School DistrictOrinda, CA-To Fund Teachers and$25,806
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue$20,120
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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, Page 6, Part VI, Line 4

Bylaws and mission statement were updated during the year.

Form 990, Page 6, Part VI, Line 11B

Officers review the form 990 before filing.

Form 990, Page 6, Part VI, Line 19

AVAILABLE ON WEBSITE.

Filing and Contact Details

Filer

Filer Name
ORINDA INTERMEDIATE SCHOOL PARENTS'
EIN
68-0434249
Phone
9252583090
Address
80 IVY DRIVE, ORINDA, CA 94563

Signing Officer

Name
Jessica Kelly
Title
Treasurer
Signed
2021-09-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Kelly
Formed
1999
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
500

Preparer

Firm
Rhw Cpas
Address
2300 CONTRA COSTA BLVD STE 100, PLEASANT HILL, CA 94523-3931
Preparer
Lori Abele CPA
Phone
9252880600
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The organization's primary purpose is to promote educational excellence at orinda intermediate school (ois) and provide fudning and support for people, programs and projects, all of which improve the middle school experience for ois students and parents.

Form 990, Page 2, Part III, Line 4D

Supported and provided educational and service activities for students and graduation celebration.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01074
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0325
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0262
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02733
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030755
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0267863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0316824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0937148
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0913684
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02466274
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0253
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0819
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0325
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0262
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02733
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt04744141
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0833771
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0975497
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01480535
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01393032
IRS990ScheduleA/Total509Grp/TotalAmt04744141
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0834590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0976571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01480860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01393294
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04746874
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0182000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RECEIVABLE FROM ONE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020120
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED REVENUE
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0182000
IRS990ScheduleD/TotalLiabilityAmt020120
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt025806
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FUND TEACHERS AND
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S PRIMARY PURPOSE IS TO PROMOTE EDUCATIONAL EXCELLENCE AT ORINDA INTERMEDIATE SCHOOL (OIS) AND PROVIDE FUDNING AND SUPPORT FOR PEOPLE, PROGRAMS AND PROJECTS, ALL OF WHICH IMPROVE THE MIDDLE SCHOOL EXPERIENCE FOR OIS STUDENTS AND PARENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPORTED AND PROVIDED EDUCATIONAL AND SERVICE ACTIVITIES FOR STUDENTS AND GRADUATION CELEBRATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BYLAWS AND MISSION STATEMENT WERE UPDATED DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS REVIEW THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE ON WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0449337
IRS990/TotalAssetsEOYAmt0409862
IRS990/TotalAssetsGrp/BOYAmt0449337
IRS990/TotalAssetsGrp/EOYAmt0409862
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt030551
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04527
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020232
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047947
IRS990/TotalFunctionalExpensesGrp/TotalAmt072706
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt048195
IRS990/TotalLiabilitiesEOYAmt020120
IRS990/TotalLiabilitiesGrp/BOYAmt048195
IRS990/TotalLiabilitiesGrp/EOYAmt020120
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0401142
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0389742
IRS990/TotalOtherProgSrvcExpenseAmt012774
IRS990/TotalProgramServiceExpensesAmt047947
IRS990/TotalProgramServiceRevenueAmt030502
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt030755
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt061306
IRS990/TotalVolunteersCnt0500
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0449337
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0409862
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt080 IVY DRIVE
IRS990/USAddress/CityNm0ORINDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094563
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.ORINDASCHOOLS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORINDA INTERMEDIATE SCHOOL PARENTS'
ReturnHeader/Filer/BusinessNameControlTxt0ORIN
ReturnHeader/Filer/EIN0680434249
ReturnHeader/Filer/PhoneNum09252583090
ReturnHeader/Filer/USAddress/AddressLine1Txt080 IVY DRIVE
ReturnHeader/Filer/USAddress/CityNm0ORINDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094563
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832698317
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RHW CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02300 CONTRA COSTA BLVD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945233931
ReturnHeader/PreparerPersonGrp/PhoneNum09252880600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI ABELE CPA
ReturnHeader/ReturnTs02021-10-13T13:35:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JESSICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELLY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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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
2021Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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