Nonprofit · EIN 35-0909975
ORCHARD SCHOOL FOUNDATION INC
Tax-exempt · INDIANAPOLIS, IN 46260
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,859,947 | $17,295,597 | -$435,650 | $53,764,264 | $2,188,411 | $51,575,853 |
| June 30, 2024 | 990 | $14,585,273 | $16,112,035 | -$1,526,762 | $53,953,510 | $2,011,094 | $51,942,416 |
| June 30, 2023 | 990 | $13,943,351 | $15,024,139 | -$1,080,788 | $52,604,991 | $1,906,052 | $50,698,939 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $891,724
- Program service revenue
- $11,672,697
- Investment income
- $4,143,013
- Net rental income
- $136,131
- Net gain from sales of assets
- $3,022,441
- Net income from fundraising events
- $14,930
- Net income from sales of inventory
- -$3,490
- Other revenue
- $152,513
Expenses
- Grants and similar amounts paid
- $2,009,694
- Compensation of officers, directors and key employees
- $390,237
- Other salaries and wages
- $7,669,596
- Salaries, compensation and benefits (total)
- $10,203,039
- Professional fundraising fees
- $0
- Legal fees
- $26,654
- Accounting fees
- $63,000
- Occupancy
- $936,789
- Travel
- $64,848
- Depreciation
- $1,130,254
- Program services (functional)
- $13,040,090
- Management and general (functional)
- $3,643,582
- Fundraising (functional)
- $611,925
Balance sheet and other
- Total assets, start of year
- $53,953,510
- Total assets, end of year
- $53,764,264
- Total liabilities, end of year
- $2,188,411
- Net assets, end of year
- $51,575,853
- Land, buildings and equipment
- $8,560,737
- Publicly traded securities
- $38,499,754
- Net assets without donor restrictions
- $40,676,721
- Net assets with donor restrictions
- $10,899,132
- Gross unrelated business income
- -$4,712
- Gross receipts
- $25,936,295
- Employees
- 191
- Volunteers
- 50
- Year formed
- 1921
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EDWARD HOLLINGER | HEAD OF SCHOOL Officer | 40 | $291,790 | $27,930 |
| VALERIE HUNT | CFO THRU 12/31/24 Officer | 40 | $154,001 | $22,503 |
| ANGELA BROTHERS | MIDDLE SCHOOL HEAD Highest-paid employee | 40 | $117,478 | $20,691 |
| ERICA POON-MCGOVERN | ELEMENTARY SCHOOL DIVISION DIRECTOR Highest-paid employee | 40 | $118,172 | $17,111 |
| HEATHER GIRTON | ELEMENTARY SCHOOL HEAD Highest-paid employee | 40 | $119,688 | $14,199 |
| NICK EBLE | DIRECTOR OF OPERATIONS Officer | 40 | $77,659 | $3,067 |
| JESSICA ARMSTRONG | DIRECTOR OF FINANCE Officer | 20 | $71,560 | $0 |
| WILL LAWSON | CHAIR, TRUSTEES Trustee or director, Officer | 5 | $0 | $0 |
| ADRIANNE GLIDEWELL SMITH | VICE CHAIR, TRUSTEES Trustee or director, Officer | 3 | $0 | $0 |
| CAROLINE ASAVA | SECRETARY, TRUSTEES Trustee or director, Officer | 3 | $0 | $0 |
| ERIC CHRISTOPHER | TREASURER, TRUSTEES Trustee or director, Officer | 3 | $0 | $0 |
| PHILIP GENETOS | PRESIDENT, GOVERNOR Trustee or director, Officer | 3 | $0 | $0 |
| KEVIN MARTIN | VICE PRESIDENT, GOVERNOR Trustee or director, Officer | 2 | $0 | $0 |
| SUZIE FEHSENFELD | SECRETARY, GOVERNOR Trustee or director, Officer | 2 | $0 | $0 |
| BARB JAMES | TREASURER, GOVERNOR Trustee or director, Officer | 2 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESLEY AKOSA | TRUSTEE Trustee or director | 2 | $0 |
| SHANI BOYLE | TRUSTEE Trustee or director | 2 | $0 |
| COLLEEN CANNON | TRUSTEE Trustee or director | 2 | $0 |
| STACEY SUMMITT-MANN | TRUSTEE Trustee or director | 2 | $0 |
| SALLIE JO MITZELL | TRUSTEE Trustee or director | 2 | $0 |
| SHAWN ODLE | TRUSTEE Trustee or director | 2 | $0 |
| JULIE WINGATE | TRUSTEE Trustee or director | 2 | $0 |
| AMY KRANER | TRUSTEE Trustee or director | 2 | $0 |
| MARY CAITO | GOVERNOR Trustee or director | 2 | $0 |
| WILLIAM BO ELDER JR | GOVERNOR Trustee or director | 2 | $0 |
| DANIEL J ELSENER | GOVERNOR Trustee or director | 2 | $0 |
| SCOTT HIRSCHMAN | GOVERNOR Trustee or director | 2 | $0 |
| TRICIA LAUTENBACH | GOVERNOR Trustee or director | 2 | $0 |
| SUE LERCHEN | GOVERNOR Trustee or director | 2 | $0 |
| MARK MILES | GOVERNOR Trustee or director | 2 | $0 |
| DEB THORNBURGH | GOVERNOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHERRI HELVIE | HEAD OF SCHOOL THROUGH 6/30/2024 Officer | 40 | $268,206 | $97,886 |
| VALERIE HUNT | CFO Officer | 40 | $141,631 | $36,500 |
| NICK EBLE | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $141,275 | $14,026 |
| ANGELA BROTHERS | MIDDLE SCHOOL HEAD Highest-paid employee | 40 | $111,736 | $29,500 |
| HEATHER GIRTON | ELEMENTARY SCHOOL HEAD Highest-paid employee | 40 | $110,835 | $19,667 |
| STEVE STURMAN | CHIEF ADVANCEMENT OFFICER Officer | 40 | $65,619 | $8,866 |
| LESLEY AKOSA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARY CAITO | GOVERNOR Trustee or director | 2 | $0 | $0 |
| SUE LERCHEN | GOVERNOR Trustee or director | 2 | $0 | $0 |
| WILLIAM BO ELDER JR | GOVERNOR Trustee or director | 2 | $0 | $0 |
| SALLIE JO MITZELL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AMY KRANER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| COLLEEN CANNON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TRICIA LAUTENBACH | GOVERNOR Trustee or director | 2 | $0 | $0 |
| SHAWN ODLE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SHANI BOYLE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARK MILES | GOVERNOR Trustee or director | 2 | $0 | $0 |
| JULIE WINGATE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DANIEL J ELSENER | GOVERNOR Trustee or director | 2 | $0 | $0 |
| DEB THORNBURGH | GOVERNOR Trustee or director | 2 | $0 | $0 |
| CAROLINE ASAVA | SECRETARY, TRUSTEES Trustee or director, Officer | 3 | $0 | $0 |
| ERIC CHRISTOPHER | TREASURER, TRUSTEES Trustee or director, Officer | 3 | $0 | $0 |
| ADRIANNE GLIDEWELL SMITH | VICE CHAIR, TRUSTEES Trustee or director, Officer | 3 | $0 | $0 |
| WILL LAWSON | CHAIR, TRUSTEES Trustee or director, Officer | 5 | $0 | $0 |
| SUZIE FEHSENFELD | SECRETARY, GOVERNOR Trustee or director, Officer | 1 | $0 | $0 |
| BARB JAMES | TREASURER, GOVERNOR Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN MARTIN | VICE PRESIDENT, GOVERNOR Trustee or director, Officer | 1 | $0 | $0 |
| PHILIP GENETOS | PRESIDENT, GOVERNOR Trustee or director, Officer | 2 | $0 | $0 |
| STACEY SUMMITT-MANN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SCOTT HIRSCHMAN | GOVERNOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHERRI HELVIE | HEAD OF SCHOOL Officer | 40 | $259,249 | $96,821 |
| NICHOLAS EBLE | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $139,011 | $13,743 |
| ANGELA BROTHERS | MIDDLE SCHOOL DIRECTOR Highest-paid employee | 40 | $109,980 | $29,500 |
| STEPHEN STURMAN | DIR. OF INSTITUTIONAL ADVA Highest-paid employee | 40 | $121,308 | $16,486 |
| HEATHER GIRTON | DIRECTOR OF EARLY CHILD/EL Highest-paid employee | 40 | $109,150 | $19,667 |
| VALERIE HUNT | CFO STARTING 8/15/22 Officer | 40 | $60,572 | $5,964 |
| COURTNEY WILLIAMS | CFO THROUGH 4/15/2022 Officer | 40 | $47,469 | $2,839 |
| PHILIP GENETOS | PRESIDENT, GOVERNOR Trustee or director, Officer | 2 | $0 | $0 |
| JULIE MANNING MAGID | VICE PRESIDENT, GOVERNOR Trustee or director, Officer | 2 | $0 | $0 |
| SCOTT HIRSCHMAN | TREASURER, GOVERNOR Trustee or director, Officer | 2 | $0 | $0 |
| SUZIE FEHSENFELD | SECRETARY, GOVERNOR Trustee or director, Officer | 2 | $0 | $0 |
| TINA KORTY | CHAIR, TRUSTEES Trustee or director, Officer | 2 | $0 | $0 |
| CHRISTA ADKINS | VICE CHAIR, TRUSTEES Trustee or director, Officer | 2 | $0 | $0 |
| JORDAN KRANER | TREASURER, TRUSTEES Trustee or director, Officer | 2 | $0 | $0 |
| JENNIFER SHIN | SECRETARY, TRUSTEES Trustee or director, Officer | 2 | $0 | $0 |
| BARB JAMES | GOVERNOR Trustee or director | 2 | $0 | $0 |
| DAN APPEL | GOVERNOR Trustee or director | 2 | $0 | $0 |
| DANIEL J ELSENER | GOVERNOR Trustee or director | 2 | $0 | $0 |
| KEVIN MARTIN | GOVERNOR Trustee or director | 2 | $0 | $0 |
| MARK MILES | GOVERNOR Trustee or director | 2 | $0 | $0 |
| MARY CAITO | GOVERNOR Trustee or director | 2 | $0 | $0 |
| SHIV O'NEILL | GOVERNOR Trustee or director | 2 | $0 | $0 |
| SUE LERCHEN | GOVERNOR Trustee or director | 2 | $0 | $0 |
| WILLIAM BO ELDER JR | GOVERNOR Trustee or director | 2 | $0 | $0 |
| LESLEY AKOSA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CAROLINE ASAVA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ERIC CHRISTOPHER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AYANA ROWLEY HENDERSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STACEY SUMMITT-MANN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SALLIE JO MITZELL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SHAWN ODLE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ADRIANNE GLIDEWELL SMITH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRANDON SORGE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER WILBURN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JULIE WINGATE | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 615 W 64TH ST, INDIANAPOLIS, IN 46260-4730
- In care of
- % ORCH
- Principal officer (990 for 2024)
- JESSICA ARMSTRONG, 615 WEST 64TH STREET, INDIANAPOLIS, IN 46260
- Signed the 990
- JESSICA ARMSTRONG, CHIEF FINANCIAL OFFICER
- Phone
- (317) 251-9253
- Website
- WWW.ORCHARD.ORG
- Return prepared by
- KSM BUSINESS SERVICES INC
Mission
DEVELOP AND EDUCATE THE WHOLE CHILD. AS A PROGRESSIVE, NON-SECTARIAN, INDEPENDENT SCHOOL, ORCHARD COMMITS TO ADVANCING EACH STUDENT'S ACADEMIC SUCCESS, SELF-CONFIDENCE, OPEN-MINDEDNESS, ETHICAL CHARACTER, LEADERSHIP, AND LOVE OF LEARNING.
Program accomplishments
- THE ELEMENTARY SCHOOL IS COMPRISED OF APPROXIMATELY 304 STUDENTS FROM PRESCHOOL THROUGH THE 4TH GRADE. THE FOCUS IS ON THE DEVELOPMENT OF THE WHOLE CHILD - SOCIALLY, EMOTIONALLY, ARTISTICALLY, AND ETHICALLY WITHIN A SUPPORTIVE AND CHALLENGING ENVIRONMENT. DURING THESE FORMATIVE YEARS, WHEN CHILDREN ARE CURIOUS AND INQUISITIVE, ORCHARD SCHOOL PROVIDES THEM WITH OPPORTUNITIES TO DISCOVER, EXPLORE, AND EXPERIMENT. CHILDREN LEARN BEST BY DOING AND, THEREFORE, ARE ENCOURAGED TO THINK, REASON, CREATE, AND COLLABORATE THROUGH ACTIVE PARTICIPATION IN THE LEARNING PROCESS.Expenses $5,998,441 · grants $1,123,812 · revenue $6,567,343
- MIDDLE SCHOOL INCLUDES APPROXIMATELY 188 STUDENTS IN GRADES FIVE THROUGH EIGHT. THE PROGRAM PROVIDES A WELL-ROUNDED EDUCATION, INCLUDING CORE ACADEMICS, ARTS, AND PHYSICAL EDUCATION/ATHLETICS. IT CENTERS AROUND THE ACADEMIC, SOCIAL, AND EMOTIONAL NEEDS OF YOUNG ADOLESCENTS. MIDDLE SCHOOL STUDENTS DEVELOP INCREASED INDEPENDENCE, PERSONAL RESPONSIBILITY, AND ACCOUNTABILITY AS THEY ENCOUNTER INCREASINGLY HIGHER EXPECTATIONS FOR ACADEMIC AND BEHAVIORAL EXCELLENCE.Expenses $4,824,834 · grants $752,467 · revenue $4,202,349
- EXTENSION PROGRAMS ARE AVAILABLE TO ALL STUDENTS AND INCLUDE SUMMER CAMP, AFTER SCHOOL CHILDCARE, CLUBS, CLASSES, AND ATHLETICS. THESE PROGRAMS GIVE STUDENTS A BROAD-BASED EXPERIENCE OUTSIDE THE CLASSROOM. SUMMER CAMPS ARE ALSO AVAILABLE TO NON-ORCHARD STUDENTS.Expenses $2,216,815 · grants $133,415 · revenue $903,005
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 35-0909975
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1955
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B240)
- Assets (IRS master file)
- $53,764,264
- Income (IRS master file)
- $25,936,295
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,859,947 | $17,295,597 | $53,764,264 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $14,585,273 | $16,112,035 | $53,953,510 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $13,943,351 | $15,024,139 | $52,604,991 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $16,050,726 | $14,589,382 | $51,175,808 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-0909975).
Questions about ORCHARD SCHOOL FOUNDATION INC
- What is the EIN of ORCHARD SCHOOL FOUNDATION INC?
- The employer identification number (EIN) of ORCHARD SCHOOL FOUNDATION INC is 35-0909975.
- Is ORCHARD SCHOOL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
- Are donations to ORCHARD SCHOOL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORCHARD SCHOOL FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORCHARD SCHOOL FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORCHARD SCHOOL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ORCHARD SCHOOL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names JESSICA ARMSTRONG.
- Who are the officers and directors of ORCHARD SCHOOL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 31 people; 7 received compensation from the organization, the highest $291,790 (EDWARD HOLLINGER, HEAD OF SCHOOL).
- How much revenue does ORCHARD SCHOOL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,859,947, expenses of $17,295,597 and total assets of $53,764,264 at year end.
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