APPLETON EDUCATION FOUNDATION INC (EIN 391866090) - 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

1997

Legal Domicile

Principal Officer

JULIE KRAUSE

Phone

9208321517

Tax Period

2023-01-01 to 2023-12-31

APPLETON EDUCATION FOUNDATION INC, founded in 1997, is a community nonprofit in the Crime & Legal sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 108% from the prior year, signaling strong growth momentum. The organization ran a surplus of $853K, a strong 53% operating margin.

Mission

TO CREATIVELY ENHANCE EDUCATION IN THE COMMUNITY.

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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 $1,170,211

Program Service Revenue $227,976

Investment Income $214,467

Other Revenue $3,683

TOTAL REVENUE $1,616,337

Expense Breakdown

Grants Paid $297,546

Salaries & Benefits $219,068

Fundraising Expenses $84,628

Program Expenses $495,340

Other Expenses $247,009

TOTAL EXPENSES $763,623

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,616,337	$778,144	+1.1%
Expenses	$763,623	$574,919	+0.3%
Net Income	$852,714	$203,225	+3.2%

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

$99,078

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ABBY LIEBERGEN	DIRECTOR	1.00	Director	$0	$0	$0
AL JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
JOE TOONEN	TREASURER & DIRECTOR	1.00	Officer Director	$0	$0	$0
DAVID PLATT	PRESIDENT & DIRECTOR	1.00	Officer Director	$0	$0	$0
DON HIETPAS	DIRECTOR	0.50	Director	$0	$0	$0
EDWARD RUFFOLO	DIRECTOR	0.50	Director	$0	$0	$0
AARON SASS	DIRECTOR	0.50	Director	$0	$0	$0
KRISTIN SCHROEDER	DIRECTOR	0.50	Director	$0	$0	$0
NANCY JOHNSHOY	DIRECTOR	0.50	Director	$0	$0	$0
ZACH SNELL	VICE PRESIDENT & DIRECTOR	1.00	Officer Director	$0	$0	$0
YVETTE DUNLAP	DIRECTOR	0.50	Director	$0	$0	$0
SHANE KOHL	DIRECTOR	0.50	Director	$0	$0	$0
KYLE TRIPP	SECRETARY & DIRECTOR	1.00	Officer Director	$0	$0	$0
MIKE CURRY	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT SCHEWE	DIRECTOR	0.50	Director	$0	$0	$0
KRISTEN FISCHER	DIRECTOR	0.50	Director	$0	$0	$0
ALLISON MOESCHBERGER	DIRECTOR	0.50	Director	$0	$0	$0
JULIE KRAUSE	EXECUTIVE DIRECTOR	40.00	Officer	$0	$3,806	$99,078

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	No data	No data	No data	No data
2023	$1,616,337	$763,623	$11,037,729	$852,714
2022	$778,144	$574,919	$8,494,049	$203,225
2021	$1,132,889	$301,344	$8,983,270	$831,545
2021	$1,172,023	$519,323	$8,090,595	$652,700
2020	$583,041	$583,926	$6,485,362	$-885
2019	$674,279	$494,983	$6,477,785	$179,296
2018	$914,444	$483,817	$6,367,809	$430,627

APPLETON EDUCATION FOUNDATION INC