ORCHARD HOUSING DEVELOPMENT FUND COMPANY INC (EIN 311662706) - 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

TRISHA LAMB

Phone

5189436700

Tax Period

2024-01-01 to 2024-12-31

ORCHARD HOUSING DEVELOPMENT FUND COMPANY INC, founded in 1999, is a small nonprofit in the Housing & Shelter sector that reported $167K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $204K exceeded revenue, resulting in a 22% operating deficit.

Mission

TO PROVIDE AFFORDABLE HOUSING TO LOW INCOME ELDERLY INDIVIDUALS

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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 (2024)

Revenue Breakdown

Contributions & Grants $63,404

Program Service Revenue $102,084

Investment Income $1,599

Other Revenue $0

TOTAL REVENUE $167,087

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $148,241

Other Expenses $203,966

TOTAL EXPENSES $203,966

Year-over-Year Comparison

	2024	2023	Change
Revenue	$167,087	$142,403	+0.2%
Expenses	$203,966	$193,026	+0.1%
Net Income	$-36,879	$-50,623	-0.3%

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

N/A

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
WILLIE DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN BALTHAZAR HEITZMANN	DIRECTOR	1.00	Director	$0	$0	$0
TRISH LAMB	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFFREY BARRETT	DIRECTOR	1.00	Director	$0	$0	$0
RUTH PFORTE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
FLORENCE HOHENSTEIN	SECRETARY	1.00	Officer Director	$0	$0	$0
REBECCA SHIELDS	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA QUICK-ANTIONETTE	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN PICCOLI	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
2024	$167,087	$203,966	$852,646	$-36,879
2023	$142,403	$193,026	$885,897	$-50,623
2022	$143,272	$192,908	$935,580	$-49,636
2021	$137,170	$156,120	$978,718	$-18,950
2020	$134,004	$183,240	$1,008,356	$-49,236
2019	$134,489	$169,564	$1,057,193	$-35,075
2018	$123,743	$167,966	$1,102,633	$-44,223

ORCHARD HOUSING DEVELOPMENT FUND COMPANY INC