Civic Intelligence

Orchard of Hope Foundation

EIN 84-1585838 • 501(c)3 • Canon City, CO

Profile

The organization sponsors various fundraising events to raise funds to assist cancer patients, and corresponding families, with vehicle fuel, lodging, medical, and patient/family care needs.

111 North Orchard AvenueCanon City, CO 81212

www.orchardofhope.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

11th percentile

-80%

Higher net margin than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

20th percentile

-43%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

1.5%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$49,657

Down $37,349 (-43%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$49,657

Down $37,349 (-43%) from 2023

Revenue

Up

$46,976

Up $698 (+1.5%) from 2023

Expenses

Down

$84,325

Down $43,374 (-34%) from 2023

Net Income

Up

-$37,349

Up $44,072 (+54%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $260,996Liabilities 2011: $2,873Net Assets 2011: $258,1232011Assets 2012: $246,144Liabilities 2012: $0Net Assets 2012: $246,1442012Assets 2013: $223,384Liabilities 2013: $0Net Assets 2013: $223,3842013Assets 2014: $238,809Liabilities 2014: $0Net Assets 2014: $238,8092014Assets 2015: $240,290Liabilities 2015: $0Net Assets 2015: $240,2902015Assets 2016: $243,390Liabilities 2016: $0Net Assets 2016: $243,3902016Assets 2017: $255,559Liabilities 2017: $0Net Assets 2017: $255,5592017Assets 2018: $224,845Liabilities 2018: $0Net Assets 2018: $224,8452018Assets 2019: $201,262Liabilities 2019: $0Net Assets 2019: $201,2622019Assets 2020: $242,022Liabilities 2020: $0Net Assets 2020: $242,0222020Assets 2021: $240,161Liabilities 2021: $0Net Assets 2021: $240,1612021Assets 2022: $168,427Liabilities 2022: $0Net Assets 2022: $168,4272022Assets 2023: $87,006Liabilities 2023: $0Net Assets 2023: $87,0062023Assets 2024: $49,657Liabilities 2024: $0Net Assets 2024: $49,6572024

Highlighted filing

2024

Assets$49,657
Liabilities$0
Net Assets$49,657

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $166,406Expenses 2011: $190,994Net Income 2011: -$24,5882011Revenue 2012: $130,417Expenses 2012: $142,396Net Income 2012: -$11,9792012Revenue 2013: $121,250Expenses 2013: $144,010Net Income 2013: -$22,7602013Revenue 2014: $122,067Expenses 2014: $106,642Net Income 2014: $15,4252014Revenue 2015: $116,381Expenses 2015: $114,900Net Income 2015: $1,4812015Revenue 2016: $114,424Expenses 2016: $111,324Net Income 2016: $3,1002016Revenue 2017: $171,132Expenses 2017: $94,454Net Income 2017: $76,6782017Revenue 2018: $83,165Expenses 2018: $109,763Net Income 2018: -$26,5982018Revenue 2019: $85,445Expenses 2019: $109,028Net Income 2019: -$23,5832019Revenue 2020: $85,784Expenses 2020: $66,093Net Income 2020: $19,6912020Revenue 2021: $73,564Expenses 2021: $75,425Net Income 2021: -$1,8612021Revenue 2022: $19,900Expenses 2022: $91,634Net Income 2022: -$71,7342022Revenue 2023: $46,278Expenses 2023: $127,699Net Income 2023: -$81,4212023Revenue 2024: $46,976Expenses 2024: $84,325Net Income 2024: -$37,3492024

Highlighted filing

2024

Revenue$46,976
Expenses$84,325
Net Income-$37,349

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.47$0.84$0.37
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.46$1.28$0.81
2022Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.20$0.92$0.72
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.74$0.75$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.86$0.66$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.85$1.09$0.24
2018Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.83$1.10$0.27
2017Summary only. Only limited summary data is available for this year.$2.56$0.00$2.56$1.71$0.94$0.77
2016Summary only. Only limited summary data is available for this year.$2.43$0.00$2.43$1.14$1.11$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$1.16$1.15$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$1.22$1.07$0.15
2013Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$1.21$1.44$0.23
2012Summary only. Only limited summary data is available for this year.$2.46$0.00$2.46$1.30$1.42$0.12
2011Summary only. Only limited summary data is available for this year.$2.61$0.03$2.58$1.66$1.91$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 22, 2025
Return Version
2024v5.1
Gross Receipts
$49,141
Mission and Program Overview

Mission

The organization sponsors various fundraising events to raise funds to assist cancer patients, and corresponding families, with vehicle fuel, lodging, medical, and patient/family care needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$86,956$49,657▼ $37,299
Land, Buildings, and Equipment, Net$50$0▼ $50
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$87,006$49,657▼ $37,349
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$87,006$49,657▼ $37,349
Total Net Assets Fund Balance$87,006$49,657▼ $37,349
Total Liabilities and Net Assets / Fund Balance$87,006$49,657▼ $37,349

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$12,569$12,569
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cory SimmonsChair/President
Chris AbrassVice President
Dan GrayBoard Member
Jeri MeadBoard Member
Jim JacobsBoard Member
Michaelene JacobsBoard Member
Patty BerkefeldtBoard Member
Roy BerckefeldtBoard Member
Sarah SimmonsBoard Member
Sandi AllenExecutive Director
Rochelle CruzSecretary
Shirley GrayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,079
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$20,897
All Other Contributions
$26,079
Change in Net Assets
$-37,349
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,969
Other Expenses$3,356
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$80,969--$80,969
Fees for Services Accounting-$750-$750
Office Expenses-$341-$341
Advertising$54--$54
Depreciation Depletion-$50-$50
Other Expenses$65$40-$40
Total Functional Expenses$81,088$3,237$0$84,325
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,062
Fundraising Direct Expenses$2,165
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Guardian Angel Dinner$22,899$22,899$2,165$20,734
Total Events$22,899$22,899$2,165$20,734
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

There are currently four husband/wife couples who serve as Board Officer/Members.

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

The Federal Form 990 tax return will be reviewed by the appropriate Board Officers.

Form 990, Part VI, Section C, Line 19

Organization information is available upon request.

Filing and Contact Details

Filer

Filer Name
Orchard of Hope Foundation
EIN
84-1585838
Phone
7192750089
Address
111 North Orchard Avenue, Canon City, CO 81212

Signing Officer

Name
Shirley Gray
Title
Treasurer
Signed
2025-05-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shirley Gray
Formed
2001
Legal Domicile
Co
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Lenny Merriam CPA
Address
Post Office Box 1927, Canon City, CO 81215
Preparer
Lenny Merriam CPA
Phone
7192754623
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt087006
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt049657
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0341
IRS990/OfficeExpensesGrp/TotalAmt0341
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Telephone
IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/Desc2Meetings
IRS990/OtherExpensesGrp/Desc3Bank Service Charges
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01920
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1136
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt240
IRS990/OtherExpensesGrp/ProgramServicesAmt065
IRS990/OtherExpensesGrp/TotalAmt01920
IRS990/OtherExpensesGrp/TotalAmt1136
IRS990/OtherExpensesGrp/TotalAmt265
IRS990/OtherExpensesGrp/TotalAmt340
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Shirley Gray
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt030408
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0123223
IRS990/PYInvestmentIncomeAmt04553
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04476
IRS990/PYOtherRevenueAmt011317
IRS990/PYRevenuesLessExpensesAmt0-81421
IRS990/PYTotalExpensesAmt0127699
IRS990/PYTotalRevenueAmt046278
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-37349
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030408
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt077278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt086561
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0246047
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0133
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0486
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0651
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0133
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0486
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0651
IRS990ScheduleA/InvestmentIncomeCYPct00.00260
IRS990ScheduleA/InvestmentIncomePYPct00.00230
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99740
IRS990ScheduleA/PublicSupportPY509Pct00.99770
IRS990ScheduleA/PublicSupportTotal509Amt0246047
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030408
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025721
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077278
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt086561
IRS990ScheduleA/Total509Grp/TotalAmt0246047
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025753
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt077411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087047
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0246698
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012569
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012569
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02165
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Guardian Angel Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022899
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020734
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02165
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02165
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0There are currently four husband/wife couples who serve as Board Officer/Members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Federal Form 990 tax return will be reviewed by the appropriate Board Officers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Organization information is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt087006
IRS990/TotalAssetsEOYAmt049657
IRS990/TotalAssetsGrp/BOYAmt087006
IRS990/TotalAssetsGrp/EOYAmt049657
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt026079
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03237
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt081088
IRS990/TotalFunctionalExpensesGrp/TotalAmt084325
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt087006
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt049657
IRS990/TotalProgramServiceExpensesAmt081088
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046976

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