APPLETON HIGHLAND MEM CARE II

EIN: 396041171

ORLANDO, FL

Total Revenue
$21,306
Total Expenses
$21,583
Total Assets
$366,552
Net Assets
$366,552
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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
2000
Legal Domicile
WI
Principal Officer
JERRY LEWIN
Phone
4072375388
Tax Period
2020-04-01 to 2021-03-31

APPLETON HIGHLAND MEM CARE II, founded in 2000, is a micro nonprofit that reported $21K in total revenue in fiscal year 2020. Revenue grew 17% year-over-year, indicating healthy expansion. Net assets of $367K represent 206 months of operating reserves.

Mission

PROVIDES FOR THE CARE AND MAINTENANCE OF THE PROPERTY ON WHICH THE CEMETERY CONDUCTS BUSINESS. FOR REASONABLE COSTS OF ADMIN THE CARE AND MAINTENACE OF APPLETON HIGHLAND MEMORIAL PARK

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $21,316
Other Revenue $-10
TOTAL REVENUE $21,306

Expense Breakdown

Grants Paid $0
Salaries & Benefits $512
Fundraising Expenses $0
Other Expenses $21,071
TOTAL EXPENSES $21,583

Year-over-Year Comparison

2020 2019 Change
Revenue $21,306 $18,216 +0.2%
Expenses $21,583 $16,637 +0.3%
Net Income $-277 $1,579 -1.2%
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

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
N/A

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TRUIST BANK F K A SUNTRUST BANK TRUSTEE 1.0
$512 $0 $512
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
2021 $21,306 $21,583 $366,552 $-277
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