ORINDA INTERMEDIATE SCHOOL PARENTS' (EIN 680434249) - Form 990 Financial Analysis & Trantor Score

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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

1999

Legal Domicile

Principal Officer

JENNIFER ESSNER

Phone

9252583090

Tax Period

2023-07-01 to 2024-06-30

ORINDA INTERMEDIATE SCHOOL PARENTS', founded in 1999, is a small nonprofit in the Education sector that reported $805K in total revenue in fiscal year 2023. Revenue surged 256% from the prior year, signaling strong growth momentum. The organization ran a surplus of $400K, a strong 50% operating margin.

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.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $563,613

Program Service Revenue $241,375

Investment Income $0

Other Revenue $0

TOTAL REVENUE $804,988

Expense Breakdown

Grants Paid $74,651

Salaries & Benefits $0

Fundraising Expenses $11,299

Program Expenses $382,780

Other Expenses $330,626

TOTAL EXPENSES $405,277

Year-over-Year Comparison

	2023	2022	Change
Revenue	$804,988	$226,265	+2.6%
Expenses	$405,277	$283,958	+0.4%
Net Income	$399,711	$-57,693	-7.9%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

500

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL BURGE	VICE PRESIDE	1.00	Director	$0	$0	$0
NICOLE BUGNA DOYLE	VICE PRESIDE	1.00	Director	$0	$0	$0
JENNIFER ESSNER	TREASURER	1.00	Officer Director	$0	$0	$0
PAM HA	VICE PRESIDE	1.00	Director	$0	$0	$0
ARI HATTON	SECRETARY	1.00	Officer Director	$0	$0	$0
JENNIFER KAMAL	CHAIR	1.00	Officer Director	$0	$0	$0
CHRISTINA LINEZO	PARLIAMENTAR	1.00	Officer Director	$0	$0	$0
AUDREY MICHAELS	VICE PRESIDE	1.00	Director	$0	$0	$0
JANEY MCWHORTER	ONE REPRESEN	1.00	Director	$0	$0	$0
LYNN SPIEGEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY STUFFMAN	VICE PRESIDE	1.00	Director	$0	$0	$0
MICHELLE SWANEY	VICE PRESIDE	1.00	Director	$0	$0	$0
KATIE WALSH	VICE PRESIDE	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
2025	No data	No data	No data	No data
2024	$804,988	$405,277	$839,739	$399,711
2023	$226,265	$283,958	$434,424	$-57,693
2022	$375,183	$295,803	$490,058	$79,380
2021	$61,306	$72,706	$409,862	$-11,400
2020	$833,771	$779,977	$449,337	$53,794
2019	$975,497	$838,448	$530,738	$137,049

ORINDA INTERMEDIATE SCHOOL PARENTS'