The Orton Family Foundation
- Assets
- $24.0m
- Revenue
- $3.5m
- Investments
- $23.7m
- Employees
- 0
- Location
- Shelburne, VT
- Founding
- 08/1995
- Data as of
- 12/2021
- EIN
- 03-0346513
Organization Overview
The Orton Family Foundation is located in Shelburne, VT. The organization was established in 1995. According to its NTEE Classification (A33) the organization is classified as: Printing & Publishing, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Orton Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Orton Family Foundation generated $3.5m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (6.3%) each year. All expenses for the organization totaled $2.2m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
SEE ATTACHED STATEMENT
SEE ATTACHED STATEMENT
SEE ATTACHED STATEMENT
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mark Sherman Exec. Dir. | 40 | $215,827 | |
Jane Lafleur Director - Market De | 40 | $148,469 | |
Sara Lightner Director Of Training | 40 | $109,620 | |
Carol Bertrand Director Of Finance | 40 | $96,969 | |
Alexis Halbert Sr. Assoc. - Trainin | 40 | $88,615 | |
Leanne Tingay Sr. Assoc. - Trainin | 40 | $83,848 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Community Foundation Of Greater Dubuque | 12/30/21 | $95,000 |
Hall Internet Marketing | 12/30/21 | $55,888 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,004,000 |
| Interest on Savings | $24 |
| Dividends & Interest | $286,283 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,199,865 |
| Capital Gain Net Income | $2,199,865 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $18,967 |
| Total Revenue | $3,509,139 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $360,385 |
| Other employee salaries and wages | $771,588 |
| Pension plans, employee benefits | $143,425 |
| Interest | $0 |
| Taxes | $112,547 |
| Depreciation | $28,852 |
| Occupancy | $55,989 |
| Travel, conferences, and meetings | $13,446 |
| Printing and publications | $8,474 |
| Other expenses | $584,267 |
| Total operating and administrative expenses | $2,193,453 |
| Contributions, gifts, grants paid | $50,000 |
| Total expenses and disbursements | $2,243,453 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $193,618 |
| Savings and temporary cash investments | $40,000 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $26,665 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $624,535 |
| Net Land, buildings, and equipment | $41,715 |
| Other assets | $1,030 |
| Total assets | $24,018,040 |
| Accounts payable and accrued expenses | $86,943 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $86,943 |
Grants Awarded
Over the last fiscal year, The Orton Family Foundation has awarded $50,000 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
GROWING PLACES PURPOSE: WINCHENDONHEART & SOUL | $10,000 |
VILLAGE OF CAMBRIDGE ILLINOIS PURPOSE: CAMBRIDGEHEART & SOUL | $10,000 |
CITY OF MUSCATINE IOWA PURPOSE: MUSCATINEHEART & SOUL | $10,000 |
AKRON OPERA HOUSE PURPOSE: AKRONHEART & SOUL | $10,000 |
CITY OF POSTVILLE IOWA PURPOSE: POSTVILLEHEART & SOUL | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Technology Review Inc Cambridge, MA | $6,822,000 | $19,424,000 |
Project Veritas Mamaroneck, NY | $11,883,753 | $22,034,786 |
Journal Of Bone And Joint Surgery Inc Needham, MA | $35,717,891 | $10,120,492 |
Machon Mashe Rockeach Inc Brooklyn, NY | $2,473,215 | $8,597,419 |
Harpers Magazine Foundation New York, NY | $1,648,663 | $7,386,851 |
The New Press Inc New York, NY | $10,475,881 | $7,017,448 |
National Braille Press Inc Boston, MA | $10,542,006 | $5,176,920 |
Medical Letter Inc New Rochelle, NY | $4,157,236 | $5,090,906 |
Harvard Magazine Incorporated Cambridge, MA | $2,271,377 | $3,610,627 |
American Booksellers Assoc Inc White Plains, NY | $43,213,298 | $1,963,902 |
Repertoire International De Litterature Musicale Inc New York, NY | $4,304,080 | $5,123,907 |
Der Yid Inc Brooklyn, NY | $601,849 | $3,417,287 |