APPLETREE COURT

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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

1998

Legal Domicile

Principal Officer

TERRY ANDERSON

Phone

2186433000

Tax Period

2024-07-01 to 2025-06-30

APPLETREE COURT, founded in 1998, is a micro nonprofit in the Housing & Shelter sector that reported $62K in total revenue in fiscal year 2024. Expenses of $157K exceeded revenue, resulting in a 153% operating deficit.

Mission

AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.

Program Service Accomplishments

Program 1

Expenses: $146,020 Revenue: $52,236

APPLETREE COURT WAS INCORPORATED AS A 501(C)(3) INDEPENDENT, INCOME-BASED, SENIOR HOUSING UNIT IN 1998. THIS 20 APARTMENT COMPLEX WAS ESTABLISHED TO PROVIDE CLEAN, COMFORTABLE, SAFE, AND AFFORDABLE HOUSING FOR ELDERLY, LOW-INCOME RESIDENTS OF THE BRECKENRIDGE COMMUNITY. APPLETREE COURT'S 8-MEMBER BOARD OF DIRECTORS AND THE DIRECTOR OVERSEE THE OPERATIONS OF THE HOUSING COMPLEX AND PROVIDE REDUCED RENTS TO ITS TENANTS. THE RENT ON THE APARTMENTS IS ADJUSTED BASED ON EACH TENANT'S INCOME. IF THE RENT IS LESS THAN THE HOUSING AND URBAN DEVELOPMENT (HUD) ESTABLISHED MINIMUM, $613 IN 2024 AND $640 IN 2025, HUD MAKES UP THE DIFFERENCE. HOWEVER, THE HUD MINIMUM RENT IS LESS THAN THE MARKET RATE FOR SIMILAR HOUSING DEVELOPMENTS IN OUR COMMUNITY, THUS ALLOWING THE TENANTS TO LIVE IN HOUSING OF A HIGHER QUALITY THAN THEY COULD OTHERWISE AFFORD. APPLETREE COURT ALSO PROVIDES SOCIAL AND RECREATIONAL ACTIVITIES FOR THE TENANTS OF THE COMPLEX. IN ADDITION, APPLETREE COURT PROVIDES MEETING SPACE FREE OF CHARGE TO SEVERAL HEALTH-RELATED COMMUNITY GROUPS, SUCH AS WEIGHT LOSS, GRIEF SUPPORT, ETC. TENANTS ARE ALSO ENCOURAGED TO USE THE COMMUNITY AREAS FREE OF CHARGE.

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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 $0

Program Service Revenue $52,236

Investment Income $7,273

Other Revenue $2,528

TOTAL REVENUE $62,037

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $146,020

Other Expenses $157,250

TOTAL EXPENSES $157,250

Year-over-Year Comparison

	2024	2023	Change
Revenue	$62,037	$61,821	+0.0%
Expenses	$157,250	$115,002	+0.4%
Net Income	$-95,213	$-53,181	+0.8%

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

$1,426,868

Total Directors

$1,381,559

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID JONES	BOARD MEMBER/MARKET PRESIDENT REG HOSPITALS	1.00	Director	$0	$94,004	$616,729
DAVID NELSON	PRESIDENT/CEO (PARTIAL YEAR)	18.00	Officer Director	$0	$40,946	$517,225
TIM SCHNACK	MARKET CFO	1.00	Officer	$0	$48,789	$368,286
NICK OTOOL	FORMER OFFICER	0.00		$0	$52,737	$346,543
JAY ROSS	VP OPERATIONAL FINANCE/TREASURER	10.00	Officer	$0	$50,138	$248,192
TERRY ANDERSON	PRESIDENT/CEO (EFFECTIVE 09/15/2024)	18.00	Officer Director	$0	$26,238	$247,605
AMBER STOWMAN	FORMER OFFICER	0.00		$0	$46,256	$247,157
CARISSA JOST	SECRETARY/ADMINISTRATIVE ASSISTANT	1.00	Officer	$0	$13,609	$45,560
DOREEN REINKE	VICE CHAIR (PARTIAL YEAR)	1.00	Officer Director	$0	$0	$0
JANEL FEDERICKSEN	CHAIR	1.00	Officer Director	$0	$0	$0
JANELLE KRUMP	VICE CHAIR (EFFECTIVE 08/14/2024)	1.00	Officer Director	$0	$0	$0
SHELLY GOMPF	BOARD MEMBER	1.00	Director	$0	$0	$0
TREVOR STAV	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID WOODS	BOARD MEMBER	1.00	Director	$0	$0	$0
SISTER DORETTA MEIER	BOARD MEMBER	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
2025	$62,037	$157,250	$639,430	$-95,213
2024	No data	No data	No data	No data
2023	$52,852	$128,379	$604,366	$-75,527
2022	$46,278	$125,148	$572,897	$-78,870
2021	$67,986	$80,063	$618,851	$-12,077
2020	$77,413	$109,664	$609,767	$-32,251
2019	$84,890	$117,689	$616,475	$-32,799
2018	$71,802	$114,501	$642,652	$-42,699