Orchard Terrace Non-Profit Elderly (EIN 382269018) - 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

1979

Legal Domicile

Phone

5174236649

Tax Period

2025-01-01 to 2025-12-31

Orchard Terrace Non-Profit Elderly, founded in 1979, is a small nonprofit in the Housing & Shelter sector that reported $546K in total revenue in fiscal year 2025. Net assets of $1.8M represent 40 months of operating reserves.

Mission

To provide housing for the elderly and individuals with disabilities

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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 (2025)

Revenue Breakdown

Contributions & Grants $286,851

Program Service Revenue $215,202

Investment Income $38,435

Other Revenue $5,184

TOTAL REVENUE $545,672

Expense Breakdown

Grants Paid $0

Salaries & Benefits $122,901

Fundraising Expenses $0

Program Expenses $534,054

Other Expenses $411,153

TOTAL EXPENSES $534,054

Year-over-Year Comparison

	2025	2024	Change
Revenue	$545,672	$516,370	+0.1%
Expenses	$534,054	$433,650	+0.2%
Net Income	$11,618	$82,720	-0.9%

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

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
Richard Webb	Director	1.00	Director	$0	$0	$0
Pat Housekeeper	Director	1.00	Director	$0	$0	$0
Jim Zawacki	Director	1.00	Director	$0	$0	$0
Amy DeJonghe	Office Manager	40.00	Director	$0	$0	$0
David Stimpson	Director	1.00	Director	$0	$0	$0
Mary Tommelein	Director	1.00	Director	$0	$0	$0
Austin See	Director	1.00	Director	$0	$0	$0
Pete White	President	2.00	Officer	$0	$0	$0
Sarah White	Secretary	1.00	Officer	$0	$0	$0
Megan Porter-Stevenson	Vice President	1.00	Officer	$0	$0	$0
Scott Adair	Treasurer	1.00	Officer	$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	$545,672	$534,054	$1,844,460	$11,618
2024	$516,370	$433,650	$1,834,034	$82,720
2023	$742,605	$711,044	$1,750,129	$31,561
2022	$476,995	$468,360	$1,962,689	$8,635
2021	$427,473	$405,638	$1,708,053	$21,835
2020	$421,913	$386,376	$1,717,012	$35,537
2019	$415,221	$423,867	$1,725,037	$-8,646
2018	$426,915	$310,266	$1,773,210	$116,649

Orchard Terrace Non-Profit Elderly