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Nonprofiteer
← ORCHARD SCHOOL FOUNDATION INC

Form 990 for tax year 2024

Filed by ORCHARD SCHOOL FOUNDATION INC.

Totals

Total revenue
$16,859,947
Total expenses
$17,295,597
Contributions and grants received
$891,724
Grants paid
$2,009,694
Program service revenue
$11,672,697
Investment income
$4,143,013
Other revenue
$152,513
Total assets, end of year
$53,764,264
Total liabilities, end of year
$2,188,411
Net assets or fund balances, end of year
$51,575,853
Program services expenses (Part IX)
$13,040,090
Management and general expenses
$3,643,582
Fundraising expenses
$611,925
Program service expenses (Part III)
$13,040,090

Program services were 75.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WILL LAWSON

    CHAIR, TRUSTEES

    Total calculated
    $0
    Hours/week
    5

  • ADRIANNE GLIDEWELL SMITH

    VICE CHAIR, TRUSTEES

    Total calculated
    $0
    Hours/week
    3

  • CAROLINE ASAVA

    SECRETARY, TRUSTEES

    Total calculated
    $0
    Hours/week
    3

  • ERIC CHRISTOPHER

    TREASURER, TRUSTEES

    Total calculated
    $0
    Hours/week
    3

  • PHILIP GENETOS

    PRESIDENT, GOVERNOR

    Total calculated
    $0
    Hours/week
    3

  • KEVIN MARTIN

    VICE PRESIDENT, GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • SUZIE FEHSENFELD

    SECRETARY, GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • BARB JAMES

    TREASURER, GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • LESLEY AKOSA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SHANI BOYLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • COLLEEN CANNON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • STACEY SUMMITT-MANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SALLIE JO MITZELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SHAWN ODLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JULIE WINGATE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • AMY KRANER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARY CAITO

    GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM BO ELDER JR

    GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • DANIEL J ELSENER

    GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • SCOTT HIRSCHMAN

    GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • TRICIA LAUTENBACH

    GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • SUE LERCHEN

    GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • MARK MILES

    GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • DEB THORNBURGH

    GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • EDWARD HOLLINGER

    HEAD OF SCHOOL

    Total calculated
    $319,720
    From this org
    $291,790
    From related orgs
    $0
    Other
    $27,930
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,634
    Bonus
    $10,132
    Other
    $15,024
    Deferred
    $6,969
    Nontaxable benefits
    $20,961
    Filer's total
    $319,720

  • VALERIE HUNT

    CFO THRU 12/31/24

    Total calculated
    $176,504
    From this org
    $154,001
    From related orgs
    $0
    Other
    $22,503
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,001
    Bonus
    $0
    Other
    $4,000
    Deferred
    $4,620
    Nontaxable benefits
    $17,883
    Filer's total
    $176,504

  • JESSICA ARMSTRONG

    DIRECTOR OF FINANCE

    Total calculated
    $71,560
    From this org
    $71,560
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • NICK EBLE

    DIRECTOR OF OPERATIONS

    Total calculated
    $80,726
    From this org
    $77,659
    From related orgs
    $0
    Other
    $3,067
    Hours/week
    40

  • ERICA POON-MCGOVERN

    ELEMENTARY SCHOOL DIVISION DIRECTOR

    Total calculated
    $135,283
    From this org
    $118,172
    From related orgs
    $0
    Other
    $17,111
    Hours/week
    40

  • ANGELA BROTHERS

    MIDDLE SCHOOL HEAD

    Total calculated
    $138,169
    From this org
    $117,478
    From related orgs
    $0
    Other
    $20,691
    Hours/week
    40

  • HEATHER GIRTON

    ELEMENTARY SCHOOL HEAD

    Total calculated
    $133,887
    From this org
    $119,688
    From related orgs
    $0
    Other
    $14,199
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
A CORPORATE FITNESS MEMBERSHIP IS OFFERED TO ALL EMPLOYEES (60% PAID BY THE ORGANIZATION, 40% BY THE EMPLOYEE).
PART I, LINE 1B
AN APPROPRIATE HOUSE ON CAMPUS IS PROVIDED TO THE HEAD OF SCHOOL.
PART I, LINE 3
A COMPENSATION COMMITTEE OF THE BOARD OF GOVERNORS IS GIVEN AUTHORITY TO DEVELOP A WRITTEN CONTRACT WITH THE HEAD OF SCHOOL AND TO SET HIS OR HER WAGE, ENSURING THAT THE WAGE IS MARKET DRIVEN AND FAIR. DATA FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS IS UTILIZED TO COMPARE COMPENSATION.
PART I, LINE 4A
SHERI HELVIE RECEIVED SEVERENCE PAY IN THE AMOUNT OF $150,306 FROM 7/1/24 THROUGH 12/31/24.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.5
Source object
202601349349310700

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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