Civic Intelligence

Orchard Place Foundation

990 • Fiscal year 2021 • EIN 42-1193285

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 22, 2021

Organization ProfileWWW.ORCHARDPLACE.ORG
2116 Grand AveDes Moines, IA 50312

(515) 246-3501

Siviq Scores

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

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

27th percentile

0.05x

Higher debt load relative to revenue than 27% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

73rd percentile

29%

Higher net margin than 73% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

75th percentile

$187,859

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

78th percentile

26%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

55th percentile

15%

Faster revenue growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$9,659,388

Up $2,019,290 (+26%) from 2020

Net Assets

Up

$9,572,887

Up $2,011,156 (+27%) from 2020

Liabilities

Up

$86,501

Up $8,134 (+10%) from 2020

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin73rd percentile

Revenue

Up

$1,698,293

Up $226,407 (+15%) from 2020

Expenses

Up

$1,204,681

Up $126,649 (+12%) from 2020

Net Income

Up

$493,612

Up $99,758 (+25%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $5,969,342Liabilities 2011: $71,227Net Assets 2011: $5,898,1152011Assets 2012: $5,456,510Liabilities 2012: $77,417Net Assets 2012: $5,379,0932012Assets 2013: $5,977,977Liabilities 2013: $110,005Net Assets 2013: $5,867,9722013Assets 2014: $6,446,986Liabilities 2014: $71,016Net Assets 2014: $6,375,9702014Assets 2015: $6,007,514Liabilities 2015: $92,805Net Assets 2015: $5,914,7092015Assets 2016: $6,203,207Liabilities 2016: $65,708Net Assets 2016: $6,137,4992016Assets 2017: $6,674,112Liabilities 2017: $88,204Net Assets 2017: $6,585,9082017Assets 2018: $6,980,180Liabilities 2018: $98,114Net Assets 2018: $6,882,0662018Assets 2019: $7,469,983Liabilities 2019: $120,389Net Assets 2019: $7,349,5942019Assets 2020: $7,640,098Liabilities 2020: $78,367Net Assets 2020: $7,561,7312020Assets 2021: $9,659,388Liabilities 2021: $86,501Net Assets 2021: $9,572,8872021Assets 2022: $13,162,237Liabilities 2022: $192,597Net Assets 2022: $12,969,6402022Assets 2023: $13,622,488Liabilities 2023: $121,347Net Assets 2023: $13,501,1412023Assets 2024: $14,866,881Liabilities 2024: $86,691Net Assets 2024: $14,780,1902024Assets 2025: $15,563,421Liabilities 2025: $105,280Net Assets 2025: $15,458,1412025

Highlighted filing

2021

Assets$9,659,388
Liabilities$86,501
Net Assets$9,572,887
Open 2021 Filing

Operations Trend

Revenue Growth55th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,067,2562011Expenses 2012: $1,114,2292012Expenses 2013: $1,052,8412013Revenue 2014: $1,140,365Expenses 2014: $1,244,003Net Income 2014: -$103,6382014Revenue 2015: $1,009,290Expenses 2015: $1,358,568Net Income 2015: -$349,2782015Revenue 2016: $1,654,904Expenses 2016: $1,118,403Net Income 2016: $536,5012016Revenue 2017: $1,721,892Expenses 2017: $1,386,912Net Income 2017: $334,9802017Revenue 2018: $1,219,501Expenses 2018: $1,176,329Net Income 2018: $43,1722018Revenue 2019: $1,767,482Expenses 2019: $1,299,541Net Income 2019: $467,9412019Revenue 2020: $1,471,886Expenses 2020: $1,078,032Net Income 2020: $393,8542020Revenue 2021: $1,698,293Expenses 2021: $1,204,681Net Income 2021: $493,6122021Revenue 2022: $6,461,582Expenses 2022: $1,520,197Net Income 2022: $4,941,3852022Revenue 2023: $1,686,960Expenses 2023: $1,926,454Net Income 2023: -$239,4942023Revenue 2024: $2,185,012Expenses 2024: $1,792,756Net Income 2024: $392,2562024Revenue 2025: $2,209,964Expenses 2025: $2,528,565Net Income 2025: -$318,6012025

Highlighted filing

2021

Revenue$1,698,293
Expenses$1,204,681
Net Income$493,612
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 22, 2021
Return Version
2020v4.1
Gross Receipts
$1,714,522
Mission and Program Overview

Mission

Our purpose is to assist and benefit orchard place in carrying out its charitable purposes through the receipt and management of gifts, grants, and special events revenue, as well as the oversight of our restricted funds and endowment portfolio.

To support the programs and facilities of orchard place, a children's mental health organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$791,770$613,605▼ $178,165
Pledges and Grants Receivable$1,939$217,511▲ $215,572
Prepaid Expenses and Deferred Charges$6,430$6,148▼ $282
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$7,640,098$9,659,388▲ $2,019,290
Other Assets Total$6,839,959$8,822,124▲ $1,982,165
Liabilities
Accounts Payable and Accrued Expenses$78,367$86,501▲ $8,134
Total Liabilities$78,367$86,501▲ $8,134
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,529,889$5,732,694▲ $1,202,805
Net Assets With Donor Restrictions$3,031,842$3,840,193▲ $808,351
Total Net Assets Fund Balance$7,561,731$9,572,887▲ $2,011,156
Total Liabilities and Net Assets / Fund Balance$7,640,098$9,659,388▲ $2,019,290

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$26,525$26,525
Other Assets Org$520,549--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,763,912$3,200▲ $531,754$97,752$2,201,114
2019$1,839,917$14,500▼ $336$90,169$1,763,912
2018$1,089,997$755,000▲ $68,681$73,761$1,839,917
2017$1,039,723$26,107▲ $78,319$54,152$1,089,997
2016$959,691$16,800▲ $112,076$48,844$1,039,723
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy InghamVice President - DevelopmeFT$102,100$2,597$104,697
Anne StarrChief Executive OfficerPT$33,261$154,598$33,261
Valerie SaltsgaverChief Financial Officer-$16,111$159,044$16,111

Board Members and Trustees

NameTitle
Jayme FryBoard President
Jackie JohansenBoard Vice President
Andrea WoodardBoard Member
Angela GlasgowBoard Member
Ben RempeBoard Member
Bill McdonoughBoard Member
Brian MccormacBoard Member
Dawn BrandtBoard Member
Dawn WulkowBoard Member
Kevin BannisterBoard Member
Lori HartmanBoard Member
Megan StelterBoard Member
Tj AmosBoard Member
Gerald JohnsonBoard Member - Joined Feb 2021
Jerry OwensBoard Member - Joined Feb 2021
Jason JuhlBoard Member - Joined May 2021
Kelsey CervantesBoard Member - Termed March 2021
Andrew HallBoard Secretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,158,905
Program Service Revenue
$0
Investment Income
$539,383
Other Revenue
$5
All Other Contributions
$1,016,895
Change in Net Assets
$493,612

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,698,293
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,517,544
Total Revenue per Audited Statements
$3,215,837
Total Revenue per Form 990
$1,698,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$626,813
Total Fundraising Expense$500,940
Salaries, Compensation, and Employee Benefits$461,842
Other Expenses$116,026
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$614,438--$614,438
Other Salaries and Wages-$17,460$331,731$349,191
Current Officers, Directors, Trustees, and Key Employees-$15,486$36,133$51,619
Payroll Taxes-$1,612$30,627$32,239
Fees for Services Lobbying-$31,500-$31,500
Other Employee Benefits-$878$16,691$17,569
Information Technology-$811$15,409$16,220
Occupancy-$623$11,832$12,455
Advertising--$12,437$12,437
Grants to Domestic Individuals$12,375--$12,375
Other Expenses--$11,902$11,902
Pension Plan Contributions-$561$10,663$11,224
Office Expenses-$418$9,674$10,092
Fees for Services Accounting-$5,000-$5,000
Fees for Services Legal-$2,175-$2,175
Insurance-$83$1,584$1,667
Conferences and Meetings-$308$27$335
Travel-$13$255$268
Total Functional Expenses$626,813$76,928$500,940$1,204,681

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,204,681
Total Expenses per Audited Statements$1,204,681
Total Expenses per Form 990$1,204,681
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Orchard PlaceDes Moines, IA501(c)(3)Provide Services for Mentally Ill Children$614,438
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,229
Fundraising Gross Income$16,229
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bike Ride$122,033$15,629$14,895$734
Spelling Bee$36,206$600$485$115
Total Events$158,239$16,229$16,229$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Orchard place is the sole member of this entity. Actions of the board of directors may be approved or disapproved by the directors of orchard place.”

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

“The sole member of orchard place foundation (orchard place) has the ability to approve or disapprove all board members elected by the foundation.”

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

“Actions of the board of directors are subject to approval of its sole member (orchard place).”

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

“The 990 is first completed and reviewed by the chief financial officer (cfo), in consultation with the chief executive officer (ceo), as well as the organization's external audit firm. Upon initial completion, the ceo and cfo provide a draft copy of the form 990 to the organization's board of directors. The form 990 is discussed in its entirety and any necessary revisions as a result of the review are made. The form 990 is then filed with the internal revenue service within the prescribed deadline.”

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

“The conflict of interest policy was approved by the board of directors. As a regular part of our board meeting agenda, the directors are asked if they have any conflicts of interest that must be disclosed. The individual board members are asked annually to sign off on a conflict of interest statement. The ceo and cfo also routinely monitor activities of the organization for any evidence of conflicts of interest.”

Form 990, Part VI, Section B, Line 15A

“The executive committee of the orchard place board of directors also serves as the compensation committee of the organization, in charge of reviewing the overall compensation package of the ceo (who is ceo of both orchard place and orchard place foundation) as well as the budgeted pay increase pool in the operating budget. The ceo review process is done periodically (no more than annually) and includes review of outside data from other form 990's. The results of the review are documented in the personnel file of the ceo. This process was last completed in 2020. The ceo reviews the compensation of the cfo (who is cfo of both orchard place and orchard place foundation) and any other key employees that may be identified. An annual performance appraisal is completed and pay increases are subject to the payroll increase pool for the organization as approved by the board compensation committee. The results of the review are documented in the personnel files. This process was last completed in 2021.”

Form 990, Part VI, Section C, Line 18

“These documents are available upon request, or they are also available at www.guidestar.org”

Form 990, Part VI, Section C, Line 19

“All these documents are available to the public upon request.”

Form 990, Part VIII, Line 7D

“The realized gain (loss) on investments originates from "interest in net assets of community foundation of greater des moines and "beneficial interest in assets held by the community foundation of greater des moines". The information received from the community foundation of greater des moines does not include proceeds and cost basis information due to the pooled nature of the investment accounts. Therefore, only the realized gain (loss) information is available for disclosure.”

Filing and Contact Details

Filer

Filer Name
Orchard Place Foundation
EIN
42-1193285
Phone
5152463501
Address
2116 GRAND AVE, DES MOINES, IA 50312

Signing Officer

Name
Valerie Saltsgaver
Title
CFO
Phone
5152463501
Signed
2021-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Starr
Formed
1982
Legal Domicile
Ia
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
137

Preparer

Firm
Denman & Company Llp
Address
1601 22ND STREET SUITE 400, WEST DES MOINES, IA 50266-1453
Preparer
Steve Bruner
Phone
5152258400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 7

“Orchard place and orchard place foundation utilize a common paymaster system. Orchard place foundation employees and shared employees are paid through orchard place with orchard place foundation reimbursing these payroll expenses to orchard place.”

Form 990, Part XII, Line 2C

“The orchard place board of directors has a finance committee to oversee the audit and select the auditor.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are restricted to educational assistance, aliber house maintenance and improvements, cultural activities for clients, sexual abuse survivors activities, and general support of orchard place.”

PART X, LINE 2:

“The organization and the foundation have adopted the authoritative guidance issued by the financial accounting standards board on accounting for uncertainty in income taxes. Management believes it has no material uncertain tax positions and, accordingly, no income tax effects are recognized. The organization and the foundation's remaining open years subject to tax examination include the years ended june 30, 2018 through 2021.”

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IRS990/Form990PartVIISectionAGrp/PersonNm8LORI HARTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9GERALD JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm10JASON JUHL
IRS990/Form990PartVIISectionAGrp/PersonNm11BRIAN MCCORMAC
IRS990/Form990PartVIISectionAGrp/PersonNm12BILL MCDONOUGH
IRS990/Form990PartVIISectionAGrp/PersonNm13JERRY OWENS
IRS990/Form990PartVIISectionAGrp/PersonNm14BEN REMPE
IRS990/Form990PartVIISectionAGrp/PersonNm15MEGAN STELTER
IRS990/Form990PartVIISectionAGrp/PersonNm16ANDREA WOODARD
IRS990/Form990PartVIISectionAGrp/PersonNm17DAWN WULKOW
IRS990/Form990PartVIISectionAGrp/PersonNm18ANNE STARR
IRS990/Form990PartVIISectionAGrp/PersonNm19VALERIE SALTSGAVER
IRS990/Form990PartVIISectionAGrp/PersonNm20WENDY INGHAM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1833261
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1916111
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20102100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18133044
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19145004
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER - TERMED MARCH 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER - JOINED FEB 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER - JOINED MAY 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER - JOINED FEB 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE PRESIDENT - DEVELOPME
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0142010
IRS990/FundraisingDirectExpensesAmt016229
IRS990/FundraisingGrossIncomeAmt016229
IRS990/GainOrLossGrp/SecuritiesAmt0403443
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt0457874
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt012375
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt012375
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0614438
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0614438
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0403443
IRS990/GrossReceiptsAmt01714522
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt015409
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0811
IRS990/InformationTechnologyGrp/TotalAmt016220
IRS990/InsuranceGrp/FundraisingAmt01584
IRS990/InsuranceGrp/ManagementAndGeneralAmt083
IRS990/InsuranceGrp/TotalAmt01667
IRS990/InvestmentIncomeGrp/ExclusionAmt0135940
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0135940
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt026525
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt026525
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR PURPOSE IS TO ASSIST AND BENEFIT ORCHARD PLACE IN CARRYING OUT ITS CHARITABLE PURPOSES THROUGH THE RECEIPT AND MANAGEMENT OF GIFTS, GRANTS, AND SPECIAL EVENTS REVENUE, AS WELL AS THE OVERSIGHT OF OUR RESTRICTED FUNDS AND ENDOWMENT PORTFOLIO.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07561731
IRS990/NetAssetsOrFundBalancesEOYAmt09572887
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0403443
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0403443
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01517544
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04529889
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05732694
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt011832
IRS990/OccupancyGrp/ManagementAndGeneralAmt0623
IRS990/OccupancyGrp/TotalAmt012455
IRS990/OfficeExpensesGrp/FundraisingAmt09674
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0418
IRS990/OfficeExpensesGrp/TotalAmt010092
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06839959
IRS990/OtherAssetsTotalGrp/EOYAmt08822124
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt016691
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0878
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017569
IRS990/OtherExpensesGrp/Desc0PLANNED GIVING
IRS990/OtherExpensesGrp/Desc1OTHER FUNDRAISING EXPEN
IRS990/OtherExpensesGrp/FundraisingAmt011975
IRS990/OtherExpensesGrp/FundraisingAmt111902
IRS990/OtherExpensesGrp/TotalAmt011975
IRS990/OtherExpensesGrp/TotalAmt111902
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05
IRS990/OtherRevenueTotalAmt05
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0331731
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt017460
IRS990/OtherSalariesAndWagesGrp/TotalAmt0349191
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt030627
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01612
IRS990/PayrollTaxesGrp/TotalAmt032239
IRS990/PensionPlanContributionsGrp/FundraisingAmt010663
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0561
IRS990/PensionPlanContributionsGrp/TotalAmt011224
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01939
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0217511
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06430
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06148
IRS990/PrincipalOfficerNm0ANNE STARR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0DURING FY2021, WE SUPPORTED CAPITAL PROJECTS OF ORCHARD PLACE INCLUDING WINDOWS AND EXTERIOR FACILITY WORK, MAINTENANCE PICKUP, AND SIDEWALK REPLACEMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0156564
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0156564
IRS990/ProgSrvcAccomActy3Grp/Desc0DURING FY2021, WE SUPPORTED THE PURCHASE OF SCHOOL SUPPLIES, HOLIDAY GIFTS, AND TOILETRY PRODUCTS FOR THE CLIENTS IN OUR CARE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt012375
IRS990/ProgSrvcAccomActy3Grp/GrantAmt012375
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01318591
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0479392
IRS990/PYInvestmentIncomeAmt0153155
IRS990/PYOtherExpensesAmt0122471
IRS990/PYOtherRevenueAmt0140
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0393854
IRS990/PYSalariesCompEmpBnftPaidAmt0476169
IRS990/PYTotalExpensesAmt01078032
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01471886
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0493612
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01158905
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01318591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01518056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01010603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01191762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06197917
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0539383
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0153155
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0249426
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0208898
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0530130
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01680992
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65240
IRS990ScheduleA/PublicSupportPY170Pct00.58200
IRS990ScheduleA/PublicSupportTotal170Amt05140136
IRS990ScheduleA/SubstantialContributorsTotAmt01057781
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01158905
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01318591
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01518056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01010603
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01191762
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06197917
IRS990ScheduleA/TotalSupportAmt07878909

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,659,388
Liabilities
$86,501
Net assets
$9,572,887
Revenue
$1,698,293
Expenses
$1,204,681
Net income
$493,612
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$0.11$15.5$2.21$2.53$0.32
2024Summary only. Only limited summary data is available for this year.$14.9$0.09$14.8$2.19$1.79$0.39
2023Summary only. Only limited summary data is available for this year.$13.6$0.12$13.5$1.69$1.93$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.19$13.0$6.46$1.52$4.94
2021Detailed filing. Detailed filing data is available for this year.$9.66$0.09$9.57$1.70$1.20$0.49
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.64$0.08$7.56$1.47$1.08$0.39
2019Summary only. Only limited summary data is available for this year.$7.47$0.12$7.35$1.77$1.30$0.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.98$0.10$6.88$1.22$1.18$0.04
2017Summary only. Only limited summary data is available for this year.$6.67$0.09$6.59$1.72$1.39$0.33
2016Summary only. Only limited summary data is available for this year.$6.20$0.07$6.14$1.65$1.12$0.54
2015Detailed filing. Detailed filing data is available for this year.$6.01$0.09$5.91$1.01$1.36$0.35
2014Detailed filing. Detailed filing data is available for this year.$6.45$0.07$6.38$1.14$1.24$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.98$0.11$5.87$1.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.46$0.08$5.38$1.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.97$0.07$5.90$1.07