ORCHARD PLACE FOUNDATION

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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

1982

Legal Domicile

Principal Officer

ANNE STARR

Phone

5152463501

Tax Period

2024-07-01 to 2025-06-30

ORCHARD PLACE FOUNDATION, founded in 1982, is a community nonprofit in the Human Services sector that reported $2.2M in total revenue in fiscal year 2024. Expenses of $2.5M exceeded revenue, resulting in a 14% operating deficit.

Mission

OUR PURPOSE IS TO ASSIST AND BENEFIT ORCHARD PLACE IN CARRYING OUT ITS CHARITABLE PURPOSES THROUGH THE RECEIPT AND MANAGEMENT OF GIFTS, GRANTS, AND SPECIAL EVENTS REVENUE, AS WELL AS THE OVERSIGHT OF OUR RESTRICTED FUNDS AND ENDOWMENT PORTFOLIO.

Program Service Accomplishments

Program 1

Expenses: $1,048,779

DURING FY2025, WE SUPPORTED OPERATING PROJECTS FOR ORCHARD PLACE INCLUDING SUMMER SCHOOL FOR ORCHARD PLACE CAMPUS; SUMMER PROGRAMMING FOR ALL FACILITIES; CULTURAL AND RECREATIONAL ACTIVITIES FOR...

DURING FY2025, WE SUPPORTED OPERATING PROJECTS FOR ORCHARD PLACE INCLUDING SUMMER SCHOOL FOR ORCHARD PLACE CAMPUS; SUMMER PROGRAMMING FOR ALL FACILITIES; CULTURAL AND RECREATIONAL ACTIVITIES FOR CHILDREN; CONSULTATION AND EDUCATION RELATED TO MENTAL HEALTH ISSUES IN THE COMMUNITY; REPAIR AND MAINTENANCE PROJECTS FOR OUR FACILITIES; PACE ENRICHMENT SUMMER PROGRAMMING; CRISIS SERVICES; LEADERSHIP TRAINING; DIVERSITY, EQUITY, AND INCLUSION EXPENSES; INFORMATION TECHNOLOGY PROJECTS; AND GENERAL OPERATIONAL SUPPORT FOR ALL FACILITIES.

Program 2

Expenses: $712,741

DURING FY2025, WE SUPPORTED CAPITAL PROJECTS OF ORCHARD PLACE INCLUDING BASKETBALL COURT, SECURITY SYSTEMS, GREENHOUSE WINDOW AND FLOORING AT CAMPUS AND SOUND PANELING AND ROOF WORK AT PACE.

Program 3

Expenses: $16,272

DURING FY2025, WE SUPPORTED THE PURCHASE OF SCHOOL SUPPLIES, HOLIDAY GIFTS, AND TOILETRY PRODUCTS FOR THE CLIENTS IN OUR CARE.

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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 $1,452,838

Program Service Revenue $0

Investment Income $767,863

Other Revenue $-10,737

TOTAL REVENUE $2,209,964

Expense Breakdown

Grants Paid $1,777,792

Salaries & Benefits $535,847

Fundraising Expenses $750,773

Program Expenses $1,777,792

Other Expenses $214,926

TOTAL EXPENSES $2,528,565

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,209,964	$2,185,012	+0.0%
Expenses	$2,528,565	$1,792,756	+0.4%
Net Income	$-318,601	$392,256	-1.8%

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

425

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

$429,811

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN BRANDT	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
RANDY WANKE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREW HALL	PAST PRESIDENT	1.00	Director	$0	$0	$0
RICK BALL	BOARD MEMBER	1.00	Director	$0	$0	$0
NICOLE BOYINGTON	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI HARTMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JACKIE JOHANSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON JUHL	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN MCCORMAC	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE STARR	CHIEF EXECUTIVE OFFICER	8.00	Officer	$0	$13,324	$210,232
VALERIE SALTSGAVER	FORMER CHIEF FINANCIAL OFFICER	4.00	Officer	$0	$4,774	$174,304
MARIA MEDICI	CHIEF FINANCIAL OFFICER	4.00	Officer	$0	$2,775	$45,275

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	$2,209,964	$2,528,565	$15,563,421	$-318,601
2024	$2,185,012	$1,792,756	$14,866,881	$392,256
2023	$1,686,960	$1,926,454	$13,622,488	$-239,494
2022	$6,461,582	$1,520,197	$13,162,237	$4,941,385
2021	$1,698,293	$1,204,681	$9,659,388	$493,612
2020	$1,471,886	$1,078,032	$7,640,098	$393,854
2019	$1,767,482	$1,299,541	$7,469,983	$467,941