ORCHARD HILLS SCHOOL PARENT-TEACHER ORGANIZATION

EIN: 272380698 501(c)(3) Education

IRVINE, CA

Total Revenue
$205,983
Total Expenses
$156,614
Total Assets
$246,988
Net Assets
$246,988
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
CA
Principal Officer
MICHELLE HUANG
Phone
7144302078
Tax Period
2023-08-01 to 2024-07-31

ORCHARD HILLS SCHOOL PARENT-TEACHER ORGANIZATION, founded in 2010, is a small nonprofit in the Education sector that reported $206K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $49K, a strong 24% operating margin.

Mission

THE PURPOSE OF THE ORCHARD HILLS PTO SHALL BE:TO ASSIST AND SUPPORT ORCHARD HILLS SCHOOL BY PROVIDING PROGRAMS, ACTIVITIES, MATERIALS, ITEMS, AND FINANCIAL SUPPORT TO FURTHER ENRICH AND ENHANCE THE EDUCATIONAL EXPERIENCE OF THE STUDENTS.TO PROMOTE A CLOSER AND MORE EFFECTIVE RELATIONSHIP BETWEEN STUDENTS, PARENTS, TEACHERS, AND THE COMMUNITY.TO ENCOURAGE INVOLVEMENT AND VOLUNTEERISM OF PARENTS, GUARDIANS AND OTHER FAMILY AND COMMUNITY MEMBERS WHO ARE INTERESTED IN SUPPORTING THE EDUCATIONAL AND/OR SOCIAL ACTIVITIES OF ORCHARD HILLS SCHOOL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $201,869
Program Service Revenue $0
Investment Income $87
Other Revenue $4,027
TOTAL REVENUE $205,983

Expense Breakdown

Grants Paid $148,281
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $148,281
Other Expenses $8,333
TOTAL EXPENSES $156,614

Year-over-Year Comparison

2023 2022 Change
Revenue $205,983 $176,096 +0.2%
Expenses $156,614 $112,022 +0.4%
Net Income $49,369 $64,074 -0.2%
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
19
Independent Members
19
Employees
N/A
Volunteers
50

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
5
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHELLE HUANG CO-PRESIDENT 1.00
Officer Director
$0 $0 $0
SUSIE YOON RA CO-PRESIDENT 1.00
Officer Director
$0 $0 $0
JEAN KIM SECRETARY 1.00
Officer Director
$0 $0 $0
RACHEL KIM TREASURER 1.00
Officer Director
$0 $0 $0
IRENE WANG FINANCIAL SECRETARY 1.00
Officer Director
$0 $0 $0
FRANCES KUO AUDITOR 1.00
Director
$0 $0 $0
ERIC CHEN VP OF FACILITIES & SAFETY 1.00
Director
$0 $0 $0
LISA HALBROOK VP OF FUNDRAISING 1.00
Director
$0 $0 $0
SONAL BADAMI-AWASTHI VP OF MEMBERSHIP 1.00
Director
$0 $0 $0
KELLY PARK VP OF MEMBERSHIP 1.00
Director
$0 $0 $0
CHRISTINA LEE VP OF AFTER SCHOOL 1.00
Director
$0 $0 $0
AIMEE HO VP OF PUBLICITY 1.00
Director
$0 $0 $0
JENNIFER MIN VP OF PUBLICITY/VP OF EVENTS 1.00
Director
$0 $0 $0
JEANNIE DO VP OF TEACHER & SCHOOL SUPPORT 1.00
Director
$0 $0 $0
JOANNE HUANG VP OF TECHNICAL SUPPORT 1.00
Director
$0 $0 $0
JUDY HYLDMAR VP OF VOLUNTEERS 1.00
Director
$0 $0 $0
QUYNH DO VP OF VOLUNTEERS 1.00
Director
$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
2024 $205,983 $156,614 $246,988 $49,369
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