THE APPLE ORCHARD

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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

2021

Legal Domicile

Principal Officer

ERIC S COOPER

Phone

2103373663

Tax Period

2022-07-01 to 2023-06-30

THE APPLE ORCHARD, founded in 2021, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $8.9M in total revenue in fiscal year 2022. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $8.9M, a strong 100% operating margin.

Mission

THE APPLE ORCHARD WAS ESTABLISHED AS AN ENDOWMENT TO SUPPORT SAN ANTONIO FOOD BANK INC OPERATIONS.

Program Service Accomplishments

Program 1

THE APPLE ORCHARD WILL HOLD AND MANAGE INVESTMENT ASSETS FOR THE BENEFIT AND IN FUTHERANCE OF THE EXEMPT PURPOSES OF THE SAN ANTONIO FOOD BANK INC.

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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 (2022)

Revenue Breakdown

Contributions & Grants $7,500,000

Program Service Revenue $0

Investment Income $1,354,301

Other Revenue $0

TOTAL REVENUE $8,854,301

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $693

TOTAL EXPENSES $693

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,854,301	$11,480,543	-0.2%
Expenses	$693	N/A	N/A
Net Income	$8,853,608	$11,480,543	-0.2%

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

$1,540,179

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WALTER TRAMONTIN	CHAIR	1.00	Officer Director	$0	$0	$0
ROSE JENTZ	SECRETARY	1.00	Officer Director	$0	$0	$0
KEN ALLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW BOMERSBACH	BOARD MEMBER	1.00	Director	$0	$0	$0
HERMAN S CROCKETT	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL B FANNING	BOARD MEMBER	1.00	Director	$0	$0	$0
HENRY FELDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TRAVIS C HODGES	BOARD MEMBER	1.00	Director	$0	$0	$0
D SKIPPER NELSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DONNA C NORMANDIN	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG REED	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL PINKERTON	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL SALOMON	BOARD MEMBER	1.00	Director	$0	$0	$0
KYLE STEVENS	BOARD MEMBER	1.00	Director	$0	$0	$0
JIMMY TOUBIN	BOARD MEMBER	1.00	Director	$0	$0	$0
HARRIET ROMO	BOARD MEMBER	1.00	Director	$0	$0	$0
DONNA RICHARDSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF SCHUMACHER	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE USSERY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGARET VERA	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC S COOPER	PRESIDENT/CEO	10.00	Officer	$0	$42,016	$424,180
ERIKA BORREGO	COO	10.00	Officer	$0	$33,302	$232,441
KEVIN BROWN	CFO	10.00	Officer	$0	$32,171	$214,179
MICHAEL GUERRA	CDO	10.00	Officer	$0	$34,886	$276,479
MELANIE MCGUIRE	CPO	10.00	Officer	$0	$34,576	$187,503
MARIO OBLEDO	CGO	10.00	Officer	$0	$34,887	$205,397

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$8,854,301	$693	$61,928,906	$8,853,608
2022	$11,480,543	No data	$49,316,297	No data
2021	$45,835,694	No data	$45,388,673	No data