APPLETON DOWNTOWN INC (EIN 391727622) - 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

1991

Legal Domicile

Principal Officer

JENNIFER STEPHANY

Phone

9209549112

Tax Period

2024-01-01 to 2024-12-31

APPLETON DOWNTOWN INC, founded in 1991, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024.

Mission

TO MAKE DOWNTOWN APPLETON A VIBRANT AND ACCESSIBLE DESTINATION FOR BUSINESS, LEARNING, LIVING, AND LEISURE.

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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 $569,251

Program Service Revenue $437,409

Investment Income $18,088

Other Revenue $15,860

TOTAL REVENUE $1,040,608

Expense Breakdown

Grants Paid $0

Salaries & Benefits $343,817

Fundraising Expenses $0

Other Expenses $629,443

TOTAL EXPENSES $1,043,246

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,040,608	$991,116	+0.0%
Expenses	$1,043,246	$933,777	+0.1%
Net Income	$-2,638	$57,339	-1.0%

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

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

$100,248

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MADERA ALLEN	DIRECTOR	0.50	Director	$0	$0	$0
LYSSA KING	PRESIDENT	2.00	Officer Director	$0	$0	$0
NATALIE KLIKA	DIRECTOR	1.00	Director	$0	$0	$0
TOM KLISTER	TREASURER	1.50	Officer Director	$0	$0	$0
KOLBY KNUTH	SECRETARY	1.50	Officer Director	$0	$0	$0
STEVE LONSWAY	VICE PRESIDENT	1.50	Officer Director	$0	$0	$0
LAURA VARGOSKO	PAST PRESIDENT	2.50	Officer Director	$0	$0	$0
TODD HEID	DIRECTOR	1.50	Director	$0	$0	$0
JEFF GEIGER	DIRECTOR	1.50	Director	$0	$0	$0
AMANDA FURMAN	DIRECTOR	0.50	Director	$0	$0	$0
BRI KAPHEIM	DIRECTOR	0.50	Director	$0	$0	$0
MONIKA AUSTIN	DIRECTOR	2.00	Director	$0	$0	$0
JON SEARLES	DIRECTOR	0.50	Director	$0	$0	$0
STEPHANIE LOWNEY	DIRECTOR	0.50	Director	$0	$0	$0
KAY HALBROOK	DIRECTOR	0.50	Director	$0	$0	$0
JENNIFER STEPHANY	EXECUTIVE DIRECTOR	35.00	Officer	$97,081	$3,167	$100,248

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	$1,040,608	$1,043,246	$772,436	$-2,638
2023	$991,116	$933,777	$842,172	$57,339
2022	$932,337	$871,152	$879,739	$61,185
2021	$932,108	$723,848	$578,850	$208,260
2020	$559,579	$598,828	$373,487	$-39,249
2019	$907,328	$908,322	$200,111	$-994
2018	$877,920	$886,375	$213,580	$-8,455

APPLETON DOWNTOWN INC