Orchard of Hope Foundation (EIN 841585838) - 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

2001

Legal Domicile

Principal Officer

Shirley Gray

Phone

7192750089

Tax Period

2023-01-01 to 2023-12-31

Orchard of Hope Foundation, founded in 2001, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $46K in total revenue in fiscal year 2023. Revenue surged 133% from the prior year, signaling strong growth momentum. Expenses of $128K exceeded revenue, resulting in a 176% operating deficit.

Mission

The organization sponsors various fundraising events to raise funds to assist cancer patients, and corresponding families, with vehicle fuel, lodging, medical, and patient/family care needs.

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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 (2023)

Revenue Breakdown

Contributions & Grants $30,408

Program Service Revenue $0

Investment Income $4,553

Other Revenue $11,317

TOTAL REVENUE $46,278

Expense Breakdown

Grants Paid $123,223

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $123,863

Other Expenses $4,476

TOTAL EXPENSES $127,699

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,278	$19,900	+1.3%
Expenses	$127,699	$91,634	+0.4%
Net Income	$-81,421	$-71,734	+0.1%

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

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
Michaelene Jacobs	Board Member	5.00	Director	$0	$0	$0
Chris Abrass	Vice President	5.00	Officer Director	$0	$0	$0
Shirley Gray	Treasurer	5.00	Officer Director	$0	$0	$0
Rochelle Cruz	Secretary	5.00	Officer Director	$0	$0	$0
Cory Simmons	Chair/President	5.00	Officer Director	$0	$0	$0
Roy Berckefeldt	Board Member	5.00	Director	$0	$0	$0
Patty Berkefeldt	Board Member	5.00	Director	$0	$0	$0
Jim Jacobs	Board Member	5.00	Director	$0	$0	$0
Sarah Simmons	Board Member	5.00	Director	$0	$0	$0
Dan Gray	Board Member	5.00	Director	$0	$0	$0
Jeri Mead	Board Member	5.00	Director	$0	$0	$0
Sandi Allen	Executive Dir.	5.00	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
2024	No data	No data	No data	No data
2023	$46,278	$127,699	$87,006	$-81,421
2022	$19,900	$91,634	$168,427	$-71,734
2021	$73,564	$75,425	$240,161	$-1,861
2020	$85,784	$66,093	$242,022	$19,691
2019	$85,445	$109,028	$201,262	$-23,583
2018	$83,165	$109,763	$224,845	$-26,598

Orchard of Hope Foundation