APPLE GROVE HOMES II INC (EIN 010796774) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

ROGER SIKORSZKY

Phone

3304249753

Tax Period

2024-07-01 to 2025-06-30

APPLE GROVE HOMES II INC, founded in 2004, is a small nonprofit in the Housing & Shelter sector that reported $102K in total revenue in fiscal year 2024. Expenses of $136K exceeded revenue, resulting in a 33% operating deficit.

Mission

HUD SUBSIDIZED APARTMENTS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $97,723

Investment Income $11

Other Revenue $4,421

TOTAL REVENUE $102,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,895

Other Expenses $135,689

TOTAL EXPENSES $135,689

Year-over-Year Comparison

	2024	2023	Change
Revenue	$102,155	$103,949	0.0%
Expenses	$135,689	$114,233	+0.2%
Net Income	$-33,534	$-10,284	+2.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA BIRMINGHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAR DAUB	VICE CHAIRPE	1.00	Officer Director	$0	$0	$0
JACK HILE	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
TODD MCCORMICK	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF MERCER	BOARD MEMBER	1.00	Director	$0	$0	$0
JAIMIE RICE	TREASURER/SE	1.00	Officer Director	$0	$0	$0
DENNIS THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ROGER SIKORSZKY	EXEC DIRECTO	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$102,155	$135,689	$566,192	$-33,534
2024	$103,949	$114,233	$600,628	$-10,284
2023	$100,495	$111,394	$611,458	$-10,899
2022	$94,952	$99,878	$623,213	$-4,926
2021	$92,032	$103,547	$634,568	$-11,515
2020	$88,616	$100,726	$657,984	$-12,110
2019	$90,929	$104,111	$674,032	$-13,182

APPLE GROVE HOMES II INC