ORCHARD SCHOOL FOUNDATION INC

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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

1921

Legal Domicile

Principal Officer

JESSICA ARMSTRONG

Phone

3172519253

Tax Period

2024-07-01 to 2025-06-30

ORCHARD SCHOOL FOUNDATION INC, founded in 1921, is a mid-sized nonprofit in the Education sector that reported $16.9M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Net assets of $51.6M represent 37 months of operating reserves.

Mission

DEVELOP AND EDUCATE THE WHOLE CHILD. AS A PROGRESSIVE, NON-SECTARIAN, INDEPENDENT SCHOOL, ORCHARD COMMITS TO ADVANCING EACH STUDENT'S ACADEMIC SUCCESS, SELF-CONFIDENCE, OPEN-MINDEDNESS, ETHICAL CHARACTER, LEADERSHIP, AND LOVE OF LEARNING.

Program Service Accomplishments

Program 1

Expenses: $5,998,441 Revenue: $6,567,343

THE ELEMENTARY SCHOOL IS COMPRISED OF APPROXIMATELY 304 STUDENTS FROM PRESCHOOL THROUGH THE 4TH GRADE. THE FOCUS IS ON THE DEVELOPMENT OF THE WHOLE CHILD - SOCIALLY, EMOTIONALLY, ARTISTICALLY, AND...

THE ELEMENTARY SCHOOL IS COMPRISED OF APPROXIMATELY 304 STUDENTS FROM PRESCHOOL THROUGH THE 4TH GRADE. THE FOCUS IS ON THE DEVELOPMENT OF THE WHOLE CHILD - SOCIALLY, EMOTIONALLY, ARTISTICALLY, AND ETHICALLY WITHIN A SUPPORTIVE AND CHALLENGING ENVIRONMENT. DURING THESE FORMATIVE YEARS, WHEN CHILDREN ARE CURIOUS AND INQUISITIVE, ORCHARD SCHOOL PROVIDES THEM WITH OPPORTUNITIES TO DISCOVER, EXPLORE, AND EXPERIMENT. CHILDREN LEARN BEST BY DOING AND, THEREFORE, ARE ENCOURAGED TO THINK, REASON, CREATE, AND COLLABORATE THROUGH ACTIVE PARTICIPATION IN THE LEARNING PROCESS.

Program 2

Expenses: $4,824,834 Revenue: $4,202,349

MIDDLE SCHOOL INCLUDES APPROXIMATELY 188 STUDENTS IN GRADES FIVE THROUGH EIGHT. THE PROGRAM PROVIDES A WELL-ROUNDED EDUCATION, INCLUDING CORE ACADEMICS, ARTS, AND PHYSICAL EDUCATION/ATHLETICS. IT...

MIDDLE SCHOOL INCLUDES APPROXIMATELY 188 STUDENTS IN GRADES FIVE THROUGH EIGHT. THE PROGRAM PROVIDES A WELL-ROUNDED EDUCATION, INCLUDING CORE ACADEMICS, ARTS, AND PHYSICAL EDUCATION/ATHLETICS. IT CENTERS AROUND THE ACADEMIC, SOCIAL, AND EMOTIONAL NEEDS OF YOUNG ADOLESCENTS. MIDDLE SCHOOL STUDENTS DEVELOP INCREASED INDEPENDENCE, PERSONAL RESPONSIBILITY, AND ACCOUNTABILITY AS THEY ENCOUNTER INCREASINGLY HIGHER EXPECTATIONS FOR ACADEMIC AND BEHAVIORAL EXCELLENCE.

Program 3

Expenses: $2,216,815 Revenue: $903,005

EXTENSION PROGRAMS ARE AVAILABLE TO ALL STUDENTS AND INCLUDE SUMMER CAMP, AFTER SCHOOL CHILDCARE, CLUBS, CLASSES, AND ATHLETICS. THESE PROGRAMS GIVE STUDENTS A BROAD-BASED EXPERIENCE OUTSIDE THE...

EXTENSION PROGRAMS ARE AVAILABLE TO ALL STUDENTS AND INCLUDE SUMMER CAMP, AFTER SCHOOL CHILDCARE, CLUBS, CLASSES, AND ATHLETICS. THESE PROGRAMS GIVE STUDENTS A BROAD-BASED EXPERIENCE OUTSIDE THE CLASSROOM. SUMMER CAMPS ARE ALSO AVAILABLE TO NON-ORCHARD STUDENTS.

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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 $891,724

Program Service Revenue $11,672,697

Investment Income $4,143,013

Other Revenue $152,513

TOTAL REVENUE $16,859,947

Expense Breakdown

Grants Paid $2,009,694

Salaries & Benefits $10,203,039

Fundraising Expenses $611,925

Program Expenses $13,040,090

Other Expenses $5,082,864

TOTAL EXPENSES $17,295,597

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,859,947	$14,585,273	+0.2%
Expenses	$17,295,597	$16,112,035	+0.1%
Net Income	$-435,650	$-1,526,762	-0.7%

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

191

Volunteers

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

$648,510

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILL LAWSON	CHAIR, TRUSTEES	5.00	Officer Director	$0	$0	$0
ADRIANNE GLIDEWELL SMITH	VICE CHAIR, TRUSTEES	3.00	Officer Director	$0	$0	$0
CAROLINE ASAVA	SECRETARY, TRUSTEES	3.00	Officer Director	$0	$0	$0
ERIC CHRISTOPHER	TREASURER, TRUSTEES	3.00	Officer Director	$0	$0	$0
PHILIP GENETOS	PRESIDENT, GOVERNOR	3.00	Officer Director	$0	$0	$0
KEVIN MARTIN	VICE PRESIDENT, GOVERNOR	2.00	Officer Director	$0	$0	$0
SUZIE FEHSENFELD	SECRETARY, GOVERNOR	2.00	Officer Director	$0	$0	$0
BARB JAMES	TREASURER, GOVERNOR	2.00	Officer Director	$0	$0	$0
LESLEY AKOSA	TRUSTEE	2.00	Director	$0	$0	$0
SHANI BOYLE	TRUSTEE	2.00	Director	$0	$0	$0
COLLEEN CANNON	TRUSTEE	2.00	Director	$0	$0	$0
STACEY SUMMITT-MANN	TRUSTEE	2.00	Director	$0	$0	$0
SALLIE JO MITZELL	TRUSTEE	2.00	Director	$0	$0	$0
SHAWN ODLE	TRUSTEE	2.00	Director	$0	$0	$0
JULIE WINGATE	TRUSTEE	2.00	Director	$0	$0	$0
AMY KRANER	TRUSTEE	2.00	Director	$0	$0	$0
MARY CAITO	GOVERNOR	2.00	Director	$0	$0	$0
WILLIAM BO ELDER JR	GOVERNOR	2.00	Director	$0	$0	$0
DANIEL J ELSENER	GOVERNOR	2.00	Director	$0	$0	$0
SCOTT HIRSCHMAN	GOVERNOR	2.00	Director	$0	$0	$0
TRICIA LAUTENBACH	GOVERNOR	2.00	Director	$0	$0	$0
SUE LERCHEN	GOVERNOR	2.00	Director	$0	$0	$0
MARK MILES	GOVERNOR	2.00	Director	$0	$0	$0
DEB THORNBURGH	GOVERNOR	2.00	Director	$0	$0	$0
EDWARD HOLLINGER	HEAD OF SCHOOL	40.00	Officer	$291,790	$27,930	$319,720
VALERIE HUNT	CFO THRU 12/31/24	40.00	Officer	$154,001	$22,503	$176,504
JESSICA ARMSTRONG	DIRECTOR OF FINANCE	20.00	Officer	$71,560	$0	$71,560
NICK EBLE	DIRECTOR OF OPERATIONS	40.00	Officer	$77,659	$3,067	$80,726
ERICA POON-MCGOVERN	ELEMENTARY SCHOOL DIVISION DIRECTOR	40.00	Highest	$118,172	$17,111	$135,283
ANGELA BROTHERS	MIDDLE SCHOOL HEAD	40.00	Highest	$117,478	$20,691	$138,169
HEATHER GIRTON	ELEMENTARY SCHOOL HEAD	40.00	Highest	$119,688	$14,199	$133,887

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	$16,859,947	$17,295,597	$53,764,264	$-435,650
2024	$14,585,273	$16,112,035	$53,953,510	$-1,526,762
2023	$13,943,351	$15,024,139	$52,604,991	$-1,080,788
2022	$16,050,726	$14,589,382	$51,175,808	$1,461,344
2021	$15,394,463	$13,598,400	$60,553,415	$1,796,063
2020	$14,628,890	$13,588,027	$52,301,444	$1,040,863
2019	$16,298,249	$14,126,517	$50,327,220	$2,171,732
2018	$14,185,949	$13,846,723	$48,828,165	$339,226