Civic Intelligence

Orchard Home and School Association Inc

990 • Fiscal year 2018 • EIN 22-3628063

Sep 01, 2017 to Aug 31, 2018 • Filed on May 23, 2019

230 Demarest StreetRidgewood, NJ 07450

(201) 670-2730

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Asset Growth

26th percentile

-14%

Faster asset growth than 26% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

44%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$67,523

Down $10,640 (-14%) from 2017

Net Assets

Down

$67,523

Down $10,640 (-14%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$87,331

Up $26,747 (+44%) from 2017

Expenses

Up

$97,971

Up $31,419 (+47%) from 2017

Net Income

Down

-$10,640

Down $4,672 (-78%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2011: $44,407Liabilities 2011: $0Net Assets 2011: $44,4072011Assets 2012: $49,416Liabilities 2012: $0Net Assets 2012: $49,4162012Assets 2013: $69,068Liabilities 2013: $0Net Assets 2013: $69,0682013Assets 2014: $71,922Liabilities 2014: $0Net Assets 2014: $71,9222014Assets 2015: $72,607Liabilities 2015: $0Net Assets 2015: $72,6072015Assets 2016: $84,131Liabilities 2016: $0Net Assets 2016: $84,1312016Assets 2017: $78,163Liabilities 2017: $0Net Assets 2017: $78,1632017Assets 2018: $67,523Liabilities 2018: $0Net Assets 2018: $67,5232018Assets 2019: $40,759Liabilities 2019: $0Net Assets 2019: $40,7592019Assets 2020: $56,056Liabilities 2020: $0Net Assets 2020: $56,0562020Assets 2021: $58,278Liabilities 2021: $0Net Assets 2021: $58,2782021Assets 2022: $101,596Liabilities 2022: $0Net Assets 2022: $101,5962022Assets 2023: $97,135Liabilities 2023: $0Net Assets 2023: $97,1352023Assets 2024: $157,292Liabilities 2024: $0Net Assets 2024: $157,2922024

Highlighted filing

2018

Assets$67,523
Liabilities$0
Net Assets$67,523

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $75,001Expenses 2011: $65,776Net Income 2011: $9,2252011Revenue 2012: $95,764Expenses 2012: $90,755Net Income 2012: $5,0092012Revenue 2013: $88,119Expenses 2013: $68,467Net Income 2013: $19,6522013Revenue 2014: $104,099Expenses 2014: $101,245Net Income 2014: $2,8542014Revenue 2015: $48,993Expenses 2015: $48,308Net Income 2015: $6852015Revenue 2016: $67,365Expenses 2016: $55,841Net Income 2016: $11,5242016Revenue 2017: $60,584Expenses 2017: $66,552Net Income 2017: -$5,9682017Revenue 2018: $87,331Expenses 2018: $97,971Net Income 2018: -$10,6402018Revenue 2019: $28,128Expenses 2019: $54,892Net Income 2019: -$26,7642019Revenue 2020: $45,848Expenses 2020: $30,551Net Income 2020: $15,2972020Revenue 2021: $37,375Expenses 2021: $35,153Net Income 2021: $2,2222021Revenue 2022: $79,652Expenses 2022: $36,334Net Income 2022: $43,3182022Revenue 2023: $67,619Expenses 2023: $72,080Net Income 2023: -$4,4612023Revenue 2024: $109,382Expenses 2024: $49,225Net Income 2024: $60,1572024

Highlighted filing

2018

Revenue$87,331
Expenses$97,971
Net Income-$10,640
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
May 23, 2019
Return Version
2017v2.3
Gross Receipts
$119,985
Mission and Program Overview

Mission

To raise funds to enhance educational opportunities, which are not met by the ridgewood board of education budget.

To raise funds to enhance educational opportunities for students at orchard school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$78,163$67,523▼ $10,640
Total Assets$78,163$67,523▼ $10,640
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$78,163$67,523▼ $10,640
Total Net Assets Fund Balance$78,163$67,523▼ $10,640
Total Liabilities and Net Assets / Fund Balance$78,163$67,523▼ $10,640
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lauren DimauloPresident
Jennifer SzilvaVice President
Caron KatzAssistant Treasurer
Brett KellySecretary
Nicole RichardsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,812
Program Service Revenue
$41,236
Investment Income
$166
Other Revenue
$40,117
All Other Contributions
$117
Change in Net Assets
$-10,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$97,971
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$8,592-$8,592
All Other Expenses$7,368--$7,368
Other Expenses$4,595--$4,595
Total Functional Expenses$89,379$8,592$0$97,971
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$72,771
Fundraising Direct Expenses$32,654
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$67,200$67,200$29,650$37,550
Total Events$72,771$72,771$32,654$40,117
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

All parents and legal guardians of children enrolled at orchard school and all teachers and administrators of orchard school shall be members of the foundation ("members"). Contributions and membership dues will be solicited from members, but are not required to be paid in order to maintain membership.

Form 990, Part VI, Section A, Line 7A

Meetings of the members of the foundation shall be held at least twice annually. An annual meeting of members of the foundation will be held for the purpose of electing the officers of the foundation.

Form 990, Part VI, Section A, Line 7B

At any meeting at which an extraordinary item is to be voted on, notice of the extraordinary motion should be disseminated to all members in advance of the meeting. A vote of a majority of such members shall be necessary to approve the extraordinary motion. An extraordinary motion shall be deemed to be any motion to allocate in excess of $2,500 for an item not included in the pre-approved budget, a motion to significantly alter policies of the foundation or any motion, deemed by the president, in his/her best judgment, to be outside of the ordinary business of the members. The bylaws of the foundation may be amended by majority vote of all members attending any meeting of members of the foundation.

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by members of the board.

Form 990, Part VI, Section B, Line 12C

A board member has a conflict of interest whenever the board member or family member or a business associated with a board member or family member has an existing or potential financial or other interest in a matter pending before the executive board that might reasonably be expected to impair the board member's independence of judgment or objectivity in the discharge of public governance responsibilities. An actual or possible conflict of interest shall be called to the attention of the president of the foundation executive board at the earliest opportunity by the individual board member or by any other person. Determination of recusal will be taken under consideration and voted on by the executive board. A board member who declares or has been found to have a conflict of interest shall be absent from any deliberations or vote on the matter determined to be a conflict, and the board member shall not take any actions to influence the outcome of the matter. In accordance with the policy, a board member must recuse himself/herself from a matter in which he/she has: any financial interest, direct or indirect, that is incompatible with the discharge of the board member's public duties or any personal interest, direct or indirect, that is incompatible with the discharge of the board member's public duties. A board member who has recused him/herself shall not receive meeting materials including a matter from which he/she has been recused. At the board meeting, the trustee must place his/her recusal and the reason to such recusal on the record prior to any discussion of the matter and must leave the room during any closed session held by the board to discuss the matter in question.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest and form 990 available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Orchard Home & School Association Inc
EIN
22-3628063
Phone
2016702730
Address
230 DEMAREST STREET, RIDGEWOOD, NJ 07450

Signing Officer

Name
Lauren Dimaulo
Title
President
Phone
2016702730
Signed
2019-05-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Dimaulo
Formed
1998
Legal Domicile
Nj
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
300 TICE BOULEVARD SUITE 315, WOODCLIFF LAKE, NJ 07677
Preparer
Linda Murphy
Phone
2017129800
Raw XML Appendix376 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt067200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05571
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072771
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt067200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05571
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040117
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03004
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032654
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029650
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL PARENTS AND LEGAL GUARDIANS OF CHILDREN ENROLLED AT ORCHARD SCHOOL AND ALL TEACHERS AND ADMINISTRATORS OF ORCHARD SCHOOL SHALL BE MEMBERS OF THE FOUNDATION ("MEMBERS"). CONTRIBUTIONS AND MEMBERSHIP DUES WILL BE SOLICITED FROM MEMBERS, BUT ARE NOT REQUIRED TO BE PAID IN ORDER TO MAINTAIN MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEETINGS OF THE MEMBERS OF THE FOUNDATION SHALL BE HELD AT LEAST TWICE ANNUALLY. AN ANNUAL MEETING OF MEMBERS OF THE FOUNDATION WILL BE HELD FOR THE PURPOSE OF ELECTING THE OFFICERS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT ANY MEETING AT WHICH AN EXTRAORDINARY ITEM IS TO BE VOTED ON, NOTICE OF THE EXTRAORDINARY MOTION SHOULD BE DISSEMINATED TO ALL MEMBERS IN ADVANCE OF THE MEETING. A VOTE OF A MAJORITY OF SUCH MEMBERS SHALL BE NECESSARY TO APPROVE THE EXTRAORDINARY MOTION. AN EXTRAORDINARY MOTION SHALL BE DEEMED TO BE ANY MOTION TO ALLOCATE IN EXCESS OF $2,500 FOR AN ITEM NOT INCLUDED IN THE PRE-APPROVED BUDGET, A MOTION TO SIGNIFICANTLY ALTER POLICIES OF THE FOUNDATION OR ANY MOTION, DEEMED BY THE PRESIDENT, IN HIS/HER BEST JUDGMENT, TO BE OUTSIDE OF THE ORDINARY BUSINESS OF THE MEMBERS. THE BYLAWS OF THE FOUNDATION MAY BE AMENDED BY MAJORITY VOTE OF ALL MEMBERS ATTENDING ANY MEETING OF MEMBERS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A BOARD MEMBER HAS A CONFLICT OF INTEREST WHENEVER THE BOARD MEMBER OR FAMILY MEMBER OR A BUSINESS ASSOCIATED WITH A BOARD MEMBER OR FAMILY MEMBER HAS AN EXISTING OR POTENTIAL FINANCIAL OR OTHER INTEREST IN A MATTER PENDING BEFORE THE EXECUTIVE BOARD THAT MIGHT REASONABLY BE EXPECTED TO IMPAIR THE BOARD MEMBER'S INDEPENDENCE OF JUDGMENT OR OBJECTIVITY IN THE DISCHARGE OF PUBLIC GOVERNANCE RESPONSIBILITIES. AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST SHALL BE CALLED TO THE ATTENTION OF THE PRESIDENT OF THE FOUNDATION EXECUTIVE BOARD AT THE EARLIEST OPPORTUNITY BY THE INDIVIDUAL BOARD MEMBER OR BY ANY OTHER PERSON. DETERMINATION OF RECUSAL WILL BE TAKEN UNDER CONSIDERATION AND VOTED ON BY THE EXECUTIVE BOARD. A BOARD MEMBER WHO DECLARES OR HAS BEEN FOUND TO HAVE A CONFLICT OF INTEREST SHALL BE ABSENT FROM ANY DELIBERATIONS OR VOTE ON THE MATTER DETERMINED TO BE A CONFLICT, AND THE BOARD MEMBER SHALL NOT TAKE ANY ACTIONS TO INFLUENCE THE OUTCOME OF THE MATTER. IN ACCORDANCE WITH THE POLICY, A BOARD MEMBER MUST RECUSE HIMSELF/HERSELF FROM A MATTER IN WHICH HE/SHE HAS: ANY FINANCIAL INTEREST, DIRECT OR INDIRECT, THAT IS INCOMPATIBLE WITH THE DISCHARGE OF THE BOARD MEMBER'S PUBLIC DUTIES OR ANY PERSONAL INTEREST, DIRECT OR INDIRECT, THAT IS INCOMPATIBLE WITH THE DISCHARGE OF THE BOARD MEMBER'S PUBLIC DUTIES. A BOARD MEMBER WHO HAS RECUSED HIM/HERSELF SHALL NOT RECEIVE MEETING MATERIALS INCLUDING A MATTER FROM WHICH HE/SHE HAS BEEN RECUSED. AT THE BOARD MEETING, THE TRUSTEE MUST PLACE HIS/HER RECUSAL AND THE REASON TO SUCH RECUSAL ON THE RECORD PRIOR TO ANY DISCUSSION OF THE MATTER AND MUST LEAVE THE ROOM DURING ANY CLOSED SESSION HELD BY THE BOARD TO DISCUSS THE MATTER IN QUESTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt078163
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05812
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08592
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt089379
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt020070
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt020070
IRS990/TotalProgramServiceExpensesAmt089379
IRS990/TotalProgramServiceRevenueAmt041236
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt040283
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt041236
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt087331
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt078163
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IRS990/VotingMembersIndependentCnt05
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IRS990/WhistleblowerPolicyInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-23
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-23
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ReturnHeader/ReturnTs02019-05-29T08:42:53-05:00
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ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.09$0.49$0.60
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.68$0.72$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.80$0.36$0.43
2021Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.37$0.35$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.46$0.31$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.28$0.55$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.87$0.98$0.11
2017Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.61$0.67$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.67$0.56$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.49$0.48$0.01
2014Summary only. Only limited summary data is available for this year.$0.72$0.00$0.72$1.04$1.01$0.03
2013Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.88$0.68$0.20
2012Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$0.96$0.91$0.05
2011Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$0.75$0.66$0.09