THE ORANGE GROVE CENTER INC (EIN 620549365) - 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

1953

Legal Domicile

Principal Officer

STEPHEN T PERRY

Phone

4236291451

Tax Period

2024-07-01 to 2025-06-30

THE ORANGE GROVE CENTER INC, founded in 1953, is a mid-sized nonprofit in the Human Services sector that reported $48.2M in total revenue in fiscal year 2024.

Mission

SERVICES TO INTELLECTUALLY DISABLED 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 $44,366,686

Program Service Revenue $2,798,717

Investment Income $538,694

Other Revenue $494,992

TOTAL REVENUE $48,199,089

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,746,151

Fundraising Expenses $349,639

Program Expenses $43,119,784

Other Expenses $10,444,864

TOTAL EXPENSES $47,191,015

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,199,089	$44,818,882	+0.1%
Expenses	$47,191,015	$44,884,152	+0.1%
Net Income	$1,008,074	$-65,270	-16.4%

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

956

Volunteers

250

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

$483,948

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN GOUGER-ROUSE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL A BARTO	ASST. TREASURER	1.00	Officer Director	$0	$0	$0
DAVID BARTO	MEMBER	1.00	Director	$0	$0	$0
JOHN F GERM	MEMBER AT LARGE	1.00	Director	$0	$0	$0
STEPHEN T PERRY	TREASURER	1.00	Officer Director	$0	$0	$0
HOWARD L YARBROUGH	MEMBER	1.00	Director	$0	$0	$0
BRUCE HUTCHINSON	MEMBER	1.00	Director	$0	$0	$0
DANIEL J LAGRAFF	MEMBER	1.00	Director	$0	$0	$0
SHARON MATTHEWS	MEMBER AT LARGE	1.00	Director	$0	$0	$0
ROSIE A RUSSELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
S SCOTT SHORT	MEMBER	1.00	Director	$0	$0	$0
JERRY SUMMERS	MEMBER	1.00	Director	$0	$0	$0
WILLIAM BRYAN	MEMBER	1.00	Director	$0	$0	$0
BEN TYBER	MEMBER	1.00	Director	$0	$0	$0
SARAH MOORE	MEMBER	1.00	Director	$0	$0	$0
MELANIE SILER	MEMBER	1.00	Director	$0	$0	$0
JOE JACKSON	SECRETARY	1.00	Officer Director	$0	$0	$0
JUDY C HOETTE	MEMBER	1.00	Director	$0	$0	$0
GARY NAPOLITAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SANDY LUSK	MEMBER	1.00	Director	$0	$0	$0
GREGORY REABOLD	MEMBER	1.00	Director	$0	$0	$0
SONIA FEARS	MEMBER	1.00	Director	$0	$0	$0
JIM CASEY	MEMBER	1.00	Director	$0	$0	$0
WILLIAM KENT	MEMBER	1.00	Director	$0	$0	$0
TERA ROBERTS	CHIEF EXECUTIVE OFFICER	40.00	Officer	$153,679	$14,527	$168,206
DAN JOHNSON	CHIEF FINANCIAL OFFICER	40.00	Officer	$98,247	$32,805	$131,052
SHAWN ELLIS	CHIEF RESIDENTIAL OFFICER	40.00	Officer	$92,448	$4,034	$96,482
WAYNE COLLINS	CHIEF OPERATING OFFICER	40.00	Officer	$75,215	$12,993	$88,208
RICHARD RADER	DIRECTOR OF MORTON J. KENT	40.00	Highest	$174,293	$39,046	$213,339
DR ROBERT BOEHM	DIRECTOR OF MEDICAL SERVIC	40.00	Highest	$139,280	$37,381	$176,661
JEANNETTE LABELLE	DENTIST	40.00	Highest	$111,626	$2,399	$114,025

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	$48,199,089	$47,191,015	$24,750,659	$1,008,074
2024	$44,818,882	$44,884,152	$23,861,980	$-65,270
2023	$41,680,856	$43,522,085	$23,941,834	$-1,841,229
2022	$40,700,796	$38,793,106	$25,283,096	$1,907,690
2021	$47,361,307	$38,665,394	$24,207,005	$8,695,913
2020	$39,059,274	$39,961,840	$21,605,076	$-902,566
2019	$37,646,176	$37,535,144	$16,822,411	$111,032

THE ORANGE GROVE CENTER INC