ORCHARD VILLAGE (EIN 362773481) - 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

1972

Legal Domicile

Phone

8479671800

Tax Period

2024-07-01 to 2025-06-30

ORCHARD VILLAGE, founded in 1972, is a mid-sized nonprofit in the Human Services sector that reported $15.9M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3M, a strong 21% operating margin.

Mission

ORCHARD VILLAGE PARTNERS WITH FAMILIES AND COMMUNITIES TO OPTIMIZE PERSONAL OUTCOMES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES THROUGH A COMMUNITY-INTEGRATED APPROACH.

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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 $1,830,759

Program Service Revenue $13,074,939

Investment Income $752,668

Other Revenue $192,893

TOTAL REVENUE $15,851,259

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,285,750

Fundraising Expenses $389,057

Program Expenses $10,758,539

Other Expenses $3,264,670

TOTAL EXPENSES $12,550,420

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,851,259	$12,788,031	+0.2%
Expenses	$12,550,420	$11,135,485	+0.1%
Net Income	$3,300,839	$1,652,546	+1.0%

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

180

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

$403,497

Total Directors

Key Employees

$241,375

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN KAUFMAN	PRESIDENT AND CEO	040.00	Officer Key Emp	$241,375	$0	$241,375
MARLENE HODGES	EXECUTIVE VP AND CFO	040.00	Officer	$162,122	$0	$162,122
OLGA CHILDERS	SENIOR DIRECTOR OF HUMAN RESOURCES	040.00	Highest	$126,092	$0	$126,092
KASEY ORNELAS	VP OF PROGRAM SERVICES	040.00	Highest	$123,971	$0	$123,971
JOSEPH LIKE	VP OF DEVELOPMENT	040.00	Highest	$109,329	$0	$109,329
MICHELLE FEGERT	DIRECTOR OF HEALTH SERVICES	040.00	Highest	$107,517	$0	$107,517
LYNDSAY MOSSER	SENIOR DIRECTOR OF PROGRAM SUPPORT	040.00	Highest	$102,242	$0	$102,242
STEPHEN GREEN	CHAIRMAN	002.00	Officer Director	$0	$0	$0
MICHAEL LEONG	VICE CHAIRMAN	002.00	Officer Director	$0	$0	$0
CATHERINE BRANDELL	DIRECTOR	002.00	Director	$0	$0	$0
VIOLET CLARK	DIRECTOR	002.00	Director	$0	$0	$0
MARK LAUBE	DIRECTOR	002.00	Director	$0	$0	$0
DOUG MILLER	DIRECTOR	002.00	Director	$0	$0	$0
COREY NOLAND	TREASURER	002.00	Officer Director	$0	$0	$0
CATHERINE PALIN	DIRECTOR	002.00	Director	$0	$0	$0
STEVE WITZ	DIRECTOR	002.00	Director	$0	$0	$0
CARL LAMELL	SECRETARY	002.00	Officer Director	$0	$0	$0
ROBIN ROBINSON	DIRECTOR	002.00	Director	$0	$0	$0
KIMBERLY GOLDSTEIN	DIRECTOR	002.00	Director	$0	$0	$0
DONNA PLEASON	DIRECTOR	002.00	Director	$0	$0	$0
FUHRMAN STEVE	DIRECTOR	002.00	Director	$0	$0	$0
SHARI DAW	DIRECTOR	002.00	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	$15,851,259	$12,550,420	$18,705,893	$3,300,839
2024	$12,788,031	$11,135,485	$15,649,709	$1,652,546
2023	$10,749,593	$9,276,422	$13,554,657	$1,473,171
2022	$10,171,348	$8,721,945	$10,913,427	$1,449,403
2021	$9,697,502	$7,990,154	$9,671,085	$1,707,348
2020	$8,457,479	$7,152,448	$8,990,146	$1,305,031
2019	$7,377,598	$6,816,780	$7,717,959	$560,818
2018	$7,338,876	$6,666,574	$7,293,947	$672,302

ORCHARD VILLAGE