FOX VALLEY FAMILY PRACTICE RESIDENCY INC APPLETON (EIN 391327215) - 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

1979

Legal Domicile

Principal Officer

JON KESTER

Phone

9205607160

Tax Period

2024-07-01 to 2025-06-30

FOX VALLEY FAMILY PRACTICE RESIDENCY INC APPLETON, founded in 1979, is a micro nonprofit that reported $32K in total revenue in fiscal year 2024. Revenue fell 61% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 4178% operating deficit.

Mission

TO EQUIP, MAINTAIN, AND LEASE AN EDUCATIONAL FACILITY TO A FAMILY MEDICINE RESIDENCY PROGRAM.

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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 $11,000

Program Service Revenue $30,000

Investment Income $-8,768

Other Revenue $0

TOTAL REVENUE $32,232

Expense Breakdown

Grants Paid $1,208,426

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,345,411

Other Expenses $170,450

TOTAL EXPENSES $1,378,876

Year-over-Year Comparison

	2024	2023	Change
Revenue	$32,232	$81,790	-0.6%
Expenses	$1,378,876	$240,657	+4.7%
Net Income	$-1,346,644	$-158,867	+7.5%

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
BRET SALSCHEIDER	DIRECTOR	0.10	Director	$0	$0	$0
LEE MARIE VOGEL MD	DIRECTOR	0.10	Director	$0	$0	$0
KRISTINA SMITH LEFT JAN 2025	DIRECTOR	0.10	Director	$0	$0	$0
JANINE BUFFO MD	DIRECTOR	0.10	Director	$0	$0	$0
JON KESTER	PRESIDENT/TREASURER	0.10	Officer 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	$32,232	$1,378,876	$776,395	$-1,346,644
2024	$81,790	$240,657	$2,106,422	$-158,867
2023	$453,549	$396,924	$2,193,879	$56,625
2022	$61,037	$163,674	$2,121,494	$-102,637
2021	$63,162	$315,205	$2,291,053	$-252,043
2020	$61,164	$137,339	$2,385,915	$-76,175
2019	$61,438	$190,485	$2,474,424	$-129,047
2018	$61,271	$174,653	$2,596,806	$-113,382

FOX VALLEY FAMILY PRACTICE RESIDENCY INC APPLETON