APPLETREE COURT (EIN 411850500) - 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

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

APPLETREE COURT IS AN INDEPENDENT, INCOME-BASED, SENIOR HOUSING UNIT, ESTABLISHED TO PROVIDE CLEAN, COMFORTABLE, SAFE, AND AFFORDABLE HOUSING FOR ELDERLY, LOW-INCOME RESIDENTS OF 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 (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

APPLETREE COURT