AGAPE OF APPLETON INC (EIN 391210868) - 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

1974

Legal Domicile

Principal Officer

DAN WITT

Phone

9207349871

Tax Period

2024-01-01 to 2024-12-31

AGAPE OF APPLETON INC, founded in 1974, is a community nonprofit that reported $9.7M in total revenue in fiscal year 2024. Expenses of $9.3M left a modest 4% surplus.

Mission

PROVIDE RESIDENTIAL SUPPORT SERVICES FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES.

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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 $554,363

Program Service Revenue $8,968,239

Investment Income $84,589

Other Revenue $78,698

TOTAL REVENUE $9,685,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,798,908

Fundraising Expenses $0

Program Expenses $7,963,799

Other Expenses $1,463,252

TOTAL EXPENSES $9,262,160

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,685,889	$9,329,311	+0.0%
Expenses	$9,262,160	$9,322,860	0.0%
Net Income	$423,729	$6,451	+64.7%

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

208

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

$396,780

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN WITT	CEO	40.00	Officer	$114,244	$61,756	$176,000
ELIZABETH BOYLE	COO	40.00	Officer	$81,849	$29,671	$111,520
GIA MATHOS LAMM	CFO	40.00	Officer	$77,463	$31,797	$109,260
MARY ROBERTSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
TIM ANDERSON	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
SHEILA STOJAK	DIRECTOR	1.00	Director	$0	$0	$0
DR JERI NELSON	DIRECTOR	1.00	Director	$0	$0	$0
BERNADETTE WASDOVITCH	DIRECTOR	1.00	Director	$0	$0	$0
DR JOHN BARKMEIER	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS REINL	DIRECTOR	1.00	Director	$0	$0	$0
DEB VAN ZEELAND	DIRECTOR	1.00	Director	$0	$0	$0
JACK MEYER	DIRECTOR	1.00	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	$9,685,889	$9,262,160	$5,003,740	$423,729
2023	$9,329,311	$9,322,860	$4,520,820	$6,451
2022	$9,214,429	$8,783,043	$4,302,142	$431,386
2021	$8,761,360	$8,400,368	$4,000,924	$360,992
2020	$9,351,224	$8,097,126	$3,835,522	$1,254,098
2019	$7,390,113	$7,320,008	$2,770,587	$70,105
2018	$7,659,669	$7,462,190	$2,614,612	$197,479

AGAPE OF APPLETON INC