AAPLE ACADEMY FOUNDATION

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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

2011

Legal Domicile

Principal Officer

ERIK NIELSEN

Phone

8059674581

Tax Period

2023-07-01 to 2024-06-30

AAPLE ACADEMY FOUNDATION, founded in 2011, is a small nonprofit in the Public & Societal Benefit sector that reported $529K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $99K, a strong 19% operating margin.

Mission

TO SUPPORT THE OPERATION OF THE ACCELERATED ACADEMIC PROGRAM FOR LEADERSHIP AND ENRICHMENT ACADEMY THAT PROVIDES AN ALTERNATIVE COURSE OF STUDY, EDUCATIONAL ENRICHMENT OPPORTUNITIES, AND COLLEGE AND CAREER SERVICES FOR STUDENTS OF SAN MARCOS HIGH SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $79,299

ENRICHMENT - THE PRIMARY PURPOSE OF THIS PROGRAM IS TO FUND PROGRAMS THAT ENRICH THE STUDENT CURRICULUM BY DEVELOPING NEW CURRICULUM, PROVIDING SUPPLIES AND PAYING FOR ASSOCIATED FEES AS WELL AS...

ENRICHMENT - THE PRIMARY PURPOSE OF THIS PROGRAM IS TO FUND PROGRAMS THAT ENRICH THE STUDENT CURRICULUM BY DEVELOPING NEW CURRICULUM, PROVIDING SUPPLIES AND PAYING FOR ASSOCIATED FEES AS WELL AS FUNDING EVENTS THAT ENRICH THE CURRICULUM.

Program 2

Expenses: $122,515

TEAMBUILDING - THE PROGRAM IS DESIGNED TO PROVIDE FUNDS FOR GROUP ACTIVITIES THAT ENCOURAGE TEAMBUILDING AND FELLOWSHIP.

Program 3

Expenses: $84,765

LEADERSHIP - THE PROGRAM IS DESIGNED TO PROVIDE FUNDS TO SUPPORT LEADERSHIP ACTIVITIES.

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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 $513,453

Program Service Revenue $0

Investment Income $15,411

Other Revenue $0

TOTAL REVENUE $528,864

Expense Breakdown

Grants Paid $183,240

Salaries & Benefits $25,957

Fundraising Expenses $76,655

Program Expenses $315,354

Other Expenses $220,558

TOTAL EXPENSES $429,755

Year-over-Year Comparison

	2023	2022	Change
Revenue	$528,864	$476,542	+0.1%
Expenses	$429,755	$433,540	0.0%
Net Income	$99,109	$43,002	+1.3%

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

Volunteers

130

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
ERIK NIELSEN	CHIEF EXECUTIVE OFFICER	8.00	Officer Director	$0	$0	$0
SHEREEF MOHARRAM	CHAIR	4.00	Officer Director	$0	$0	$0
MICHAEL FAUVER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
STACEY FELL	SECRETARY	2.00	Officer Director	$0	$0	$0
JULIE TEEL	TREASURER	8.00	Officer Director	$0	$0	$0
SVEN KLEIN	DIRECTOR	2.00	Director	$0	$0	$0
ISABELLE MEYER-STAPF	DIRECTOR	2.00	Director	$0	$0	$0
JOSH RABINOWITZ	DIRECTOR	2.00	Director	$0	$0	$0
ANITA PRESSER	DIRECTOR	2.00	Director	$0	$0	$0
ERIK VASQUEZ	DIRECTOR	2.00	Director	$0	$0	$0
CHAD YONKER	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS BELLAMY	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW FIRESTONE	DIRECTOR	2.00	Director	$0	$0	$0
FRANKIE JARAMILLA	DIRECTOR	2.00	Director	$0	$0	$0
KAREN GRAY	DIRECTOR	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
2025	No data	No data	No data	No data
2024	$528,864	$429,755	$390,669	$99,109
2023	$476,542	$433,540	$289,067	$43,002
2022	$492,427	$389,346	$246,065	$103,081
2021	$292,795	$300,300	$153,685	$-7,505
2020	$300,182	$339,183	$150,489	$-39,001
2019	$329,570	$362,817	$197,990	$-33,247
2018	$300,142	$273,829	$222,737	$26,313