APPLE ORCHARD TRUST

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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

1987

Legal Domicile

Principal Officer

MARTINA ALBRIGHT

Phone

6177388834

Tax Period

2023-01-01 to 2023-12-31

APPLE ORCHARD TRUST, founded in 1987, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $413K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $279K, a strong 67% operating margin.

Mission

PROVIDE FINANCIAL SUPPORT FOR THE STUDENTS AND TEACHING STAFF OF THE APPLE ORCHARD SCHOOL

Program Service Accomplishments

Program 1

Expenses: $29,640

SCHOLARSHIP AND STUDENT LOAN ASSIATANCE TO STUDENTS AND TEACHING STAFF AT APPLE ORCHARD SCHOOL

Program 2

Expenses: $0

TEACHER PARENT WORKSHOPS AND COURSES

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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 (2023)

Revenue Breakdown

Contributions & Grants $295,333

Program Service Revenue $105,974

Investment Income $24,483

Other Revenue $-12,436

TOTAL REVENUE $413,354

Expense Breakdown

Grants Paid $29,640

Salaries & Benefits $0

Fundraising Expenses $11,713

Program Expenses $29,640

Other Expenses $105,178

TOTAL EXPENSES $134,818

Year-over-Year Comparison

	2023	2022	Change
Revenue	$413,354	$637,685	-0.4%
Expenses	$134,818	$147,695	-0.1%
Net Income	$278,536	$489,990	-0.4%

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

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
M LEE ALBRIGHT	TRUSTEE	2.00	Director	$0	$0	$0
DIANA WALCOTT	TRUSTEE	2.00	Director	$0	$0	$0
MARTINA ALRIGHT	TRUSTEE	2.00	Director	$0	$0	$0
VICTORIA HACKETT	TRUSTEE	2.00	Director	$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
2024	No data	No data	No data	No data
2023	$413,354	$134,818	$5,962,302	$278,536
2022	$637,685	$147,695	$5,685,118	$489,990
2021	$533,071	$351,719	$4,924,713	$181,352
2021	$819,647	$369,233	$5,193,776	$450,414
2020	$401,470	$50,285	$4,743,362	$351,185
2019	$403,795	$99,791	$4,392,177	$304,004
2018	$419,895	$64,915	$4,088,173	$354,980