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Nonprofiteer
← ORCHARD SCHOOL FOUNDATION INC

Form 990 for tax year 2023

Filed by ORCHARD SCHOOL FOUNDATION INC.

Totals

Total revenue
$14,585,273
Total expenses
$16,112,035
Contributions and grants received
$590,756
Grants paid
$2,033,378
Program service revenue
$11,973,743
Investment income
$1,898,461
Other revenue
$122,313
Total assets, end of year
$53,953,510
Total liabilities, end of year
$2,011,094
Net assets or fund balances, end of year
$51,942,416
Program services expenses (Part IX)
$11,387,419
Management and general expenses
$4,046,130
Fundraising expenses
$678,486
Program service expenses (Part III)
$11,387,419

Program services were 70.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LESLEY AKOSA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARY CAITO

    GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • SUE LERCHEN

    GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM BO ELDER JR

    GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • SALLIE JO MITZELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • AMY KRANER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • COLLEEN CANNON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TRICIA LAUTENBACH

    GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • SHAWN ODLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SHANI BOYLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARK MILES

    GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • JULIE WINGATE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DANIEL J ELSENER

    GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • DEB THORNBURGH

    GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • CAROLINE ASAVA

    SECRETARY, TRUSTEES

    Total calculated
    $0
    Hours/week
    3

  • ERIC CHRISTOPHER

    TREASURER, TRUSTEES

    Total calculated
    $0
    Hours/week
    3

  • ADRIANNE GLIDEWELL SMITH

    VICE CHAIR, TRUSTEES

    Total calculated
    $0
    Hours/week
    3

  • WILL LAWSON

    CHAIR, TRUSTEES

    Total calculated
    $0
    Hours/week
    5

  • SUZIE FEHSENFELD

    SECRETARY, GOVERNOR

    Total calculated
    $0
    Hours/week
    1

  • BARB JAMES

    TREASURER, GOVERNOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN MARTIN

    VICE PRESIDENT, GOVERNOR

    Total calculated
    $0
    Hours/week
    1

  • PHILIP GENETOS

    PRESIDENT, GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • STACEY SUMMITT-MANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SCOTT HIRSCHMAN

    GOVERNOR

    Total calculated
    $0
    Hours/week
    2

  • SHERRI HELVIE

    HEAD OF SCHOOL THROUGH 6/30/2024

    Total calculated
    $366,092
    From this org
    $268,206
    From related orgs
    $0
    Other
    $97,886
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,878
    Bonus
    $0
    Other
    $9,328
    Deferred
    $26,675
    Nontaxable benefits
    $71,211
    Filer's total
    $366,092

  • VALERIE HUNT

    CFO

    Total calculated
    $178,131
    From this org
    $141,631
    From related orgs
    $0
    Other
    $36,500
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,926
    Bonus
    $0
    Other
    $1,705
    Deferred
    $5,019
    Nontaxable benefits
    $31,481
    Filer's total
    $178,131

  • STEVE STURMAN

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $74,485
    From this org
    $65,619
    From related orgs
    $0
    Other
    $8,866
    Hours/week
    40

  • ANGELA BROTHERS

    MIDDLE SCHOOL HEAD

    Total calculated
    $141,236
    From this org
    $111,736
    From related orgs
    $0
    Other
    $29,500
    Hours/week
    40

  • HEATHER GIRTON

    ELEMENTARY SCHOOL HEAD

    Total calculated
    $130,502
    From this org
    $110,835
    From related orgs
    $0
    Other
    $19,667
    Hours/week
    40

  • NICK EBLE

    ASSISTANT HEAD OF SCHOOL

    Total calculated
    $155,301
    From this org
    $141,275
    From related orgs
    $0
    Other
    $14,026
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,710
    Bonus
    $0
    Other
    $565
    Deferred
    $14,026
    Nontaxable benefits
    $0
    Filer's total
    $155,301

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 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 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'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
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202511349349310141

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