APPLETON HOUSING CORPORATION (EIN 043259610) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

JEAN YANG

Phone

6174411800

Tax Period

2022-07-01 to 2023-06-30

APPLETON HOUSING CORPORATION, founded in 1993, is a small nonprofit in the Housing & Shelter sector that reported $144K in total revenue in fiscal year 2022.

Mission

TO PROVIDE LOW-INCOME DISABLED INDIVIDUALS WITH HOUSING IN A SPECIALLY DESIGNED ENVIRONMNET TO MEET THEIR NEEDS AND PROMOTE HEALTH, HAPPINESS AND SECURITY ON A NON-PROFIT BASIS SUFFICIENT TO MAINTAIN AND OPERATE THE HOME.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $143,868

Investment Income $25

Other Revenue $0

TOTAL REVENUE $143,893

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $114,015

Other Expenses $156,542

TOTAL EXPENSES $156,542

Year-over-Year Comparison

	2022	2021	Change
Revenue	$143,893	$144,434	0.0%
Expenses	$156,542	$206,164	-0.2%
Net Income	$-12,649	$-61,730	-0.8%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$805,828

Total Directors

$805,828

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD F SULLIVAN DIRECTOR	TREASURER & CLERK (THRU 1/31/23)	0.50	Officer Director	$0	$11,649	$291,564
PHILIP A MASON	DIRECTOR	0.10	Director	$0	$0	$0
PAUL ZINTL	DIRECTOR	0.10	Director	$0	$0	$0
JEAN YANG DIR AS OF 92122	PRESIDENT (AS OF 8/22/22)	0.50	Officer Director	$0	$2,702	$191,788
SOPHIE SANTAELLA INTERIM PRES	(THRU 8/21/22) & DIR. (THRU 9/21/22)	0.50	Officer Director	$0	$43,373	$322,476
BRUCE L BIRD	FORMER DIRECTOR & PRESIDENT	0.00		$0	$21,978	$258,777

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$143,893	$156,542	$1,939,437	$-12,649
2022	$144,434	$206,164	$1,950,267	$-61,730
2021	$140,580	$147,131	$1,852,082	$-6,551
2020	$130,312	$141,863	$1,760,440	$-11,551
2019	$152,851	$161,709	$1,588,822	$-8,858
2018	$156,406	$207,642	$910,809	$-51,236

APPLETON HOUSING CORPORATION