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The Orton Family Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Printing, Publishing (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$5.33M (2022)

Expenses
$3.02M (2022)

Total Assets
$19.3M (2022)

Total Liabilities
$225k (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,326,037
Expenses
$3,018,227
Net Income
$2,307,810
Net Assets
$19,044,193
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,500,000
46.9%
Interest Revenue $877
0.0%
Dividends $292,822
5.5%
Sales of Assets $2,516,623
47.3%
Other Income $15,715
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,739,936
90.8%
Compensation of Officers* $383,168
12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $19,269,336
Total Liabilities $225,143
Net Assets $19,044,193
Compensation
Key Employees and Officers Compensation Other
Mark Sherman (President) $215,000 $15,746
Jane Lafleur (Director Market De) $153,816 $19,046
Sara Lightner (Director Of Training) $113,568 $35,059
Carol Bertrand (Director Of Finance) $100,461 $25,620
Leanne Tingay (Sr. Assoc. Trainin) $86,868 $29,016
Alexis Halbert (Sr. Assoc. Trainin) $86,444 $25,585
Caitlyn Davison (Sr. Assoc. Market) $80,233 $32,133
Tony Wood (Director) $3,000 $0
Jody Fried (Director) $3,000 $0
Lyman Orton (Chair) $0 $0
Christopher Byrne (Secretary/Treasurer) $0 $0
Janice Izzi (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,509,139
Expenses
$2,243,453
Net Income
$1,265,686
Net Assets
$23,931,097
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,004,000
28.6%
Interest Revenue $24
0.0%
Dividends $286,283
8.2%
Sales of Assets $2,199,865
62.7%
Other Income $18,967
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,945,841
86.7%
Compensation of Officers* $360,385
16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $24,018,040
Total Liabilities $86,943
Net Assets $23,931,097
Compensation
Key Employees and Officers Compensation Other
Mark Sherman (Exec. Dir.) $215,827 $15,076
Jane Lafleur (Director Market De) $148,469 $11,131
Sara Lightner (Director Of Training) $109,620 $31,497
Carol Bertrand (Director Of Finance) $96,969 $24,512
Alexis Halbert (Sr. Assoc. Trainin) $88,615 $24,500
Leanne Tingay (Sr. Assoc. Trainin) $83,848 $23,676
Caitlyn Davison (Sr. Assoc. Market) $77,444 $29,828
Susan Kirkpatrick (Secretary/Treasurer) $3,000 $0
Tony Wood (Director) $3,000 $0
Jody Fried (Director) $2,000 $0
Lyman Orton (Chair) $0 $0
Janice Izzi (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$913,741
Expenses
$2,358,602
Net Income
-$1,444,861
Net Assets
$21,720,914
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,500
0.3%
Interest Revenue $2,197
0.2%
Dividends $260,637
28.5%
Sales of Assets $647,858
70.9%
Other Income $549
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,086,916
88.5%
Compensation of Officers* $417,884
17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $21,802,608
Total Liabilities $81,694
Net Assets $21,720,914
Compensation
Key Employees and Officers Compensation Other
David Leckey (Exec. Dir. (Jan Sep)) $179,904 $15,399
Gabrielle Ratte Smith (Director Of Networks) $107,838 $17,768
Sara Lightner (Director Of Training) $105,808 $30,377
Mark Sherman (Exec. Dir. (Aug Dec)) $94,269 $3,879
Carol Bertrand (Director Of Finance) $93,596 $23,837
Alexis Halbert (Sr. Assoc. Trainin) $87,368 $23,802
Leanne Tingay (Sr. Assoc. Trainin) $81,719 $22,579
David Weaver (Ch. Op. Off. (Jan Ju) $72,100 $11,999
Tony Wood (Director) $2,000 $0
Susan Kirkpatrick (Secretary/Treasurer) $1,500 $0
Tom Daniels (Director) $1,000 $0
Jared Duval (Director) $1,000 $0
Scot Spencer (Director) $1,000 $0
Ed Mc Mahon (Director) $500 $0
Lyman Orton (Chair) $0 $0
Janice Izzi (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,057,181
Expenses
$2,799,514
Net Income
$3,257,667
Net Assets
$20,289,052
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,121,872
84.6%
Interest Revenue $10,615
0.2%
Dividends $322,056
5.3%
Sales of Assets $601,134
9.9%
Other Income $1,504
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,544,041
90.9%
Compensation of Officers* $393,185
14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,432,784
Total Liabilities $143,732
Net Assets $20,289,052
Compensation
Key Employees and Officers Compensation Other
David Leckey (Executive Director) $215,827 $27,237
Alece Montez (Director Of Programs) $122,008 $10,730
David Weaver (Chief Operating Offi) $121,212 $23,408
Carol Bertrand (Director Of Finance) $93,239 $21,881
Sara Lightner (Director Of Training) $91,176 $26,797
Gabrielle Ratte Smith (Director Of Networks) $86,059 $19,353
Alexis Halbert (Sr. Assoc. Trainin) $83,687 $21,748
Tony Wood (Director) $6,000 $0
Susan Kirkpatrick (Secretary/Treasurer) $5,000 $0
Tom Daniels (Director) $5,000 $0
Jared Duval (Director) $5,000 $0
Ed Mc Mahon (Director) $5,000 $0
Scot Spencer (Director) $5,000 $0
Lyman Orton (Chair) $0 $0
Janice Izzi (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,218,224
Expenses
$2,603,679
Net Income
-$1,385,455
Net Assets
$14,432,377
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,461
0.3%
Dividends $341,558
28.0%
Sales of Assets $869,848
71.4%
Other Income $3,357
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,357,815
90.6%
Compensation of Officers* $384,099
14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $14,548,393
Total Liabilities $116,016
Net Assets $14,432,377
Compensation
Key Employees and Officers Compensation Other
David Leckey (Executive Director) $215,827 $26,223
Alece Montez (Director Of Programs) $116,993 $19,183
David Weaver (Director Of Communca) $97,688 $20,737
Carol Bertrand (Director Of Finance & Hr) $93,237 $21,312
Gabrielle Ratte Smith (Sr. Assoc. For Strat) $84,371 $18,503
Alexis Halbert (Sr. Assoc. Of Progra) $80,468 $21,030
Sara Lightner (Sr. Assoc. Of Progra) $75,996 $24,947
Tony Wood (Director) $4,500 $0
Susan Kirkpatrick (Secretary/Treasurer) $4,000 $0
Tom Daniels (Director) $4,000 $0
Jared Duval (Director) $4,000 $0
Ed Mc Mahon (Director) $4,000 $0
Scot Spencer (Director) $4,000 $0
Dr Carolyn Lukensmeyer (Director) $3,000 $0
Lyman Orton (Chair) $0 $0
Janice Izzi (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,631,560
Expenses
$2,385,685
Net Income
-$754,125
Net Assets
$18,447,445
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,641
0.2%
Dividends $359,862
22.1%
Sales of Assets $1,266,599
77.6%
Other Income $1,458
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,160,240
90.6%
Compensation of Officers* $371,427
15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $18,542,378
Total Liabilities $94,933
Net Assets $18,447,445
Compensation
Key Employees and Officers Compensation Other
David Leckey (Executive Director) $202,596 $28,963
Alece Montez Griego (Director Of Programs) $113,150 $24,799
Carol Bertrand (Director Of Finance) $90,126 $21,242
Gabrielle Ratte Smith (Sr. Assoc. For Strat) $81,600 $17,891
Alexis Halbert (Sr. Assoc. Of Progra) $75,671 $20,427
Leanne Tingay (Sr. Assoc. Of Progra) $72,100 $19,349
Sara Lightner (Sr. Assoc. Of Progra) $72,100 $24,300
Tony Wood (Director) $4,500 $0
Susan Kirkpatrick (Secretary/Treasurer) $4,000 $0
Tom Daniels (Director) $4,000 $0
Jared Duval (Director) $4,000 $0
Dr Carolyn Lukensmeyer (Director) $4,000 $0
Ed Mcmahon (Director) $4,000 $0
Scot Spencer (Director) $4,000 $0
Lyman Orton (Chair) $0 $0
Janice Izzi (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,246,089
Expenses
$2,188,024
Net Income
$2,058,065
Net Assets
$17,494,864
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,671,287
62.9%
Interest Revenue $0
Dividends $333,966
7.9%
Sales of Assets $1,196,414
28.2%
Other Income $44,422
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,669,396
76.3%
Compensation of Officers* $239,769
11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $17,591,830
Total Liabilities $96,966
Net Assets $17,494,864
Compensation
Key Employees and Officers Compensation Other
David Leckey (Executive Director) $200,769 $39,256
Alece Montez Griego (Director Of Programs) $110,423 $33,481
Carol Bertrand (Director Of Finance) $87,887 $31,461
Katherine Mcquade (Director Of Marketin) $87,327 $25,486
Anthony Wood (Director) $6,000 $0
Susan Kirkpatrick (Secretary And Treasurer) $5,000 $0
Thomas Daniels (Director) $5,000 $0
Jared Duval (Director) $5,000 $0
Ed Mcmahon (Director) $5,000 $0
Sherry Ristau (Director) $5,000 $0
Dr Carolyn Lukensmeyer (Director) $4,000 $0
Scot Spencer (Director) $4,000 $0
Lyman Orton (Chairman Of The Board) $0 $0
Janice Izzi (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,538,845
Expenses
$2,197,755
Net Income
$3,341,090
Net Assets
$15,304,537
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,140,593
74.8%
Interest Revenue $0
Dividends $266,572
4.8%
Sales of Assets $1,085,133
19.6%
Other Income $46,547
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,716,157
78.1%
Compensation of Officers* $241,904
11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $15,476,385
Total Liabilities $171,848
Net Assets $15,304,537
Compensation
Key Employees and Officers Compensation Other
David Leckey (Executive Director) $202,904 $38,640
John Barstow (Director Of Communic) $100,095 $62,424
Alece Montez Griego (Director Of Programs) $90,000 $28,517
Carol Bertrand (Director Of Finance) $84,942 $25,507
Anthony Wood (Director) $6,000 $0
Susan Kirkpatrick (Secretary And Treasurer) $5,000 $0
Thomas Daniels (Director) $5,000 $0
Jared Duval (Director) $5,000 $0
Sherry Ristau (Director) $5,000 $0
Scot Spencer (Director) $5,000 $0
Dr Carolyn Lukensmeyer (Director) $4,000 $0
Ed Mcmahon (Director) $4,000 $0
Lyman Orton (Chairman Of The Board) $0 $0
Janice Izzi (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,320,334
Expenses
$2,311,709
Net Income
$3,008,625
Net Assets
$13,110,097
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,746,847
70.4%
Interest Revenue $12,680
0.2%
Dividends $233,293
4.4%
Sales of Assets $1,327,183
24.9%
Other Income $331
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,910,842
82.7%
Compensation of Officers* $221,000
9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $13,255,156
Total Liabilities $145,059
Net Assets $13,110,097
Compensation
Key Employees and Officers Compensation Other
David Leckey (Executive Director) $185,000 $59,933
John Barstow (Director Of Communic) $91,832 $42,568
Alece Montez Griego (Director Of Programs) $86,490 $42,515
Carol Bertrand (Director Of Finance) $80,000 $40,275
Anthony Wood (Director) $6,000 $0
Susan Kirkpatrick (Secretary And Treasurer) $5,000 $0
Thomas Daniels (Director) $5,000 $0
Jared Duval (Director) $5,000 $0
Dr Carolyn Lukensmeyer (Director) $5,000 $0
Ed Mcmahon (Director) $5,000 $0
Sherry Ristau (Director) $5,000 $0
Lyman Orton (Chairman Of The Board) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,737,268
Expenses
$2,521,790
Net Income
$1,215,478
Net Assets
$10,921,981
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,667,976
71.4%
Interest Revenue $2,918
0.1%
Dividends $283,277
7.6%
Sales of Assets $782,713
20.9%
Other Income $384
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,389,617
94.8%
Compensation of Officers* $366,165
14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,100,512
Total Liabilities $178,531
Net Assets $10,921,981

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,012,068
Expenses
$2,473,184
Net Income
$538,884
Net Assets
$9,028,974
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,648,117
87.9%
Interest Revenue $2,219
0.1%
Dividends $213,226
7.1%
Sales of Assets $129,644
4.3%
Other Income $18,862
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,119,608
85.7%
Compensation of Officers* $438,870
17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,306,413
Total Liabilities $277,439
Net Assets $9,028,974

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,885,345
Expenses
$2,363,301
Net Income
$1,522,044
Net Assets
$8,058,433
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,367,981
60.9%
Interest Revenue $58
0.0%
Dividends $194,768
5.0%
Sales of Assets $1,313,746
33.8%
Other Income $8,792
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,171,795
91.9%
Compensation of Officers* $368,901
15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,238,576
Total Liabilities $180,143
Net Assets $8,058,433

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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