AAPL EDUCATIONAL FOUNDATION INC (EIN 237243157) - 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

1983

Legal Domicile

Phone

8178477700

Tax Period

2024-07-01 to 2025-06-30

AAPL EDUCATIONAL FOUNDATION INC, founded in 1983, is a small nonprofit that reported $267K in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. Net assets of $5.5M represent 249 months of operating reserves.

Mission

PROMOTE EDUCATIONAL PROGRAMS CONCERNING THE PETROLEUM, MINERAL, AND ENERGY INDUSTRIES FOR MEMBERS OF AAPL AND THE GENERAL PUBLIC.

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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 $6,310

Program Service Revenue $0

Investment Income $260,287

Other Revenue $636

TOTAL REVENUE $267,233

Expense Breakdown

Grants Paid $230,998

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $230,998

Other Expenses $61,173

TOTAL EXPENSES $292,171

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,233	$191,190	+0.4%
Expenses	$292,171	$206,543	+0.4%
Net Income	$-24,938	$-15,353	+0.6%

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

$626,720

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amy L Gwyn CPL	TREASURER END: 06/25	1.0	Officer Director	$0	$0	$0
MICHAEL A PISCIOTTE CPL	CHAIRMAN EMERITUS (End: 06/25)	1.0	Officer Director	$0	$0	$0
R DIRK VANDERPLOEGG II	IMMEDIATE PAST 3RD VICE PRESIDENT (End: 06/25)	1.0	Officer Director	$0	$0	$0
William E Hackett CPL	3RD VICE PRESIDENT (End: 06/25)	1.0	Officer Director	$0	$0	$0
BLAINE E GAMBLE	DIRECTOR	1.0	Director	$0	$0	$0
Jess A Rowe CPL	DIRECTOR	1.0	Director	$0	$0	$0
Lucy Wathen CPL	DIRECTOR	1.0	Director	$0	$0	$0
TAYLOR THORESON CPL	DIRECTOR	1.0	Director	$0	$0	$0
Travis W Beavers CPL	Director	1.0	Director	$0	$0	$0
WENDY G DALTON	DIRECTOR	1.0	Director	$0	$0	$0
LE'ANN CALLIHAN	EXECUTIVE VP & COO	2.0	Officer	$0	$43,575	$393,988
PAUL HARRISON	CFO	2.0	Officer	$0	$28,579	$232,732
GRETA ZEIMETZ	Former Officer	0.0		$0	$7,797	$132,041

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	$267,233	$292,171	$5,602,967	$-24,938
2024	No data	No data	No data	No data
2023	$117,101	$289,105	$5,076,244	$-172,004
2022	$561,196	$215,664	$4,876,643	$345,532
2021	$562,411	$231,894	$5,550,591	$330,517
2020	$37,860	$157,322	$4,331,245	$-119,462
2019	$274,608	$116,241	$4,394,566	$158,367
2018	$897,616	$707,567	$4,182,158	$190,049

AAPL EDUCATIONAL FOUNDATION INC