LOUISA MAY ALCOTT'S ORCHARD HOUSEINC (EIN 042126592) - 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

1911

Legal Domicile

Principal Officer

LOWELL S SMITH

Phone

9783694118

Tax Period

2021-01-01 to 2021-12-31

LOUISA MAY ALCOTT'S ORCHARD HOUSEINC, founded in 1911, is a small nonprofit in the Arts, Culture & Humanities sector that reported $800K in total revenue in fiscal year 2021. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $235K, a strong 29% operating margin.

Mission

TO PRESERVE & RESTORE THE ALCOTT FAMILY HOME & PRESENT EDUCATIONAL PROGRAMS TO THE COMMUNITY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $468,880

Program Service Revenue $162,423

Investment Income $57,548

Other Revenue $111,614

TOTAL REVENUE $800,465

Expense Breakdown

Grants Paid $0

Salaries & Benefits $389,611

Fundraising Expenses $34,709

Program Expenses $406,690

Other Expenses $175,663

TOTAL EXPENSES $565,274

Year-over-Year Comparison

	2021	2020	Change
Revenue	$800,465	$640,973	+0.2%
Expenses	$565,274	$613,542	-0.1%
Net Income	$235,191	$27,431	+7.6%

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

Volunteers

102

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

$100,047

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANICE TURNQUIST	EXECUTIVE DIRECTOR	40.00	Officer	$100,047	$0	$100,047
ELIZABETH NEELEY KUBACKI	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
CHRISTOPH T O'DONNELL	VP/DIRECTOR	1.00	Officer Director	$0	$0	$0
ROBERT O'NEIL JR	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
LOWELL S SMITH	TREASURER/DIRECTOR	1.00	Officer Director	$0	$0	$0
DENISE HAARTZ	DIRECTOR	1.50	Director	$0	$0	$0
GLORIA L CLOUGH	DIRECTOR	1.00	Director	$0	$0	$0
THE HONORABLE MARYLOU MUIRHEAD	DIRECTOR	1.00	Director	$0	$0	$0
ANN S WEBSTER	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES I CLOUGH	DIRECTOR	1.00	Director	$0	$0	$0
ANNA WINTER RASMUSSEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN T MATTESON	DIRECTOR	1.00	Director	$0	$0	$0
KATHARINE H ERSKINE	DIRECTOR	1.00	Director	$0	$0	$0
P ERIC ROBB	DIRECTOR	1.00	Director	$0	$0	$0
JOHN P BRADY ESQUIRE	DIRECTOR	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
2023	No data	No data	No data	No data
2022	No data	No data	No data	No data
2021	$800,465	$565,274	$6,583,322	$235,191
2020	$640,973	$613,542	$6,368,318	$27,431
2019	$778,021	$751,116	$6,086,415	$26,905
2018	$1,119,499	$858,134	$5,442,503	$261,365
2018	$844,456	$715,328	$5,872,325	$129,128

LOUISA MAY ALCOTT'S ORCHARD HOUSEINC