THE ORCHARD FOUNDATION (EIN 870730768) - 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

2004

Legal Domicile

Principal Officer

JOSEPH R ROSIER JR

Phone

3184433394

Tax Period

2023-01-01 to 2023-12-31

THE ORCHARD FOUNDATION, founded in 2004, is a community nonprofit in the Education sector that reported $5.5M in total revenue in fiscal year 2023. Revenue surged 846% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 31% operating margin.

Mission

THE ORCHARD FOUNDATION IS A NONPROFIT LOCAL EDUCATION FUND ESTABLISHED AS A RESOURCE FOR CENTRAL LOUISIANA THAT WORKS WITH SCHOOL DISTRICTS, BUSINESSES, AND COMMUNITIES TO IMPROVE EDUCATIONAL OPPORTUNITIES IN A NINE-PARISH SERVICE AREA: ALLEN, AVOYELLES, CATAHOULA, GRANT, LASALLE, NATCHITOCHES, RAPIDES, VERNON AND WINN. THE ORCHARD FOUNDATION'S MISSION IS TO IMPROVE ACADEMIC ACHIEVEMENT FOR CENTRAL LOUISIANA STUDENTS BY PROMOTING BEST PRACTICES; RECRUITING, RETAINING, AND REWARDING EXCELLENT AND INNOVATIVE TEACHERS; BUILDING SCHOOL LEADERSHIP; AND STRENGTHENING SCHOOL AND COMMUNITY RELATIONSHIPS. THE ORCHARD FOUNDATION'S ACTIVITIES AS DESCRIBED ARE CARRIED OUT FOR THE BENEFIT OF ITS SUPPORTED ORGANIZATION, THE RAPIDES FOUNDATION.THE ORCHARD FOUNDATION IS A 509(A)(3) TYPE I SUPPORTING ORGANIZATION.

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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 $5,494,321

Program Service Revenue $0

Investment Income $1,220

Other Revenue $0

TOTAL REVENUE $5,495,541

Expense Breakdown

Grants Paid $0

Salaries & Benefits $510,423

Fundraising Expenses $0

Program Expenses $3,532,002

Other Expenses $3,275,064

TOTAL EXPENSES $3,785,487

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,495,541	$581,060	+8.5%
Expenses	$3,785,487	$3,381,320	+0.1%
Net Income	$1,710,054	$-2,800,260	-1.6%

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

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

$550,629

Total Directors

$550,629

Key Employees

$231,020

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE ROSIER	PRESIDENT & CEO	40.00	Officer Director	$0	$70,773	$550,629
VALERIE AYMOND	MEMBER	1.00	Director	$0	$0	$0
DWAYNE LEMOINE	MEMBER	1.00	Director	$0	$0	$0
TONI MCALLISTER	MEMBER	1.00	Director	$0	$0	$0
ANGELA DEGRAY	MEMBER	1.00	Director	$0	$0	$0
ASHLEY STEWART	DIR OF PROGRAMS	40.00	Key Emp	$0	$35,863	$231,020
TAMMY MOREAU	DIR OF COMMUNICATIONS	40.00	Highest	$0	$41,316	$171,314
MARJORIE TAYLOR	EXECUTIVE DIRECTOR	40.00	Highest	$141,700	$8,717	$150,417
KAYREN SEGALL	DIR OF ADMINISTRATION	40.00	Highest	$0	$34,125	$230,162
AKESHIA SINGLETON	DIR OF EVALUTION	40.00	Highest	$0	$26,474	$153,212

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	$5,495,541	$3,785,487	$6,560,176	$1,710,054
2022	$581,060	$3,381,320	$4,665,504	$-2,800,260
2021	$2,296,059	$3,394,048	$7,454,172	$-1,097,989
2020	$8,260,760	$2,786,927	$8,620,821	$5,473,833
2019	$4,301,561	$3,004,380	$2,961,380	$1,297,181
2018	$1,006,346	$2,063,570	$1,693,477	$-1,057,224

THE ORCHARD FOUNDATION