APPLETON AREA HEALTH FOUNDATION

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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

Phone

3202898514

Tax Period

2019-10-01 to 2020-09-30

APPLETON AREA HEALTH FOUNDATION, founded in 2000, is a small nonprofit in the Health Care sector that reported $327K in total revenue in fiscal year 2019. Revenue surged 1265% from the prior year, signaling strong growth momentum. The organization ran a surplus of $122K, a strong 37% operating margin.

Mission

Appleton Area Health Foundation's mission is to provide financial support to Appleton Area Health through fundraisers and other events.

Program Service Accomplishments

Program 1

Expenses: $204,154 Revenue: $326,571

Raise funds for Appleton Area Health to equipment and project needs.

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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 (2019)

Revenue Breakdown

Contributions & Grants $334,328

Program Service Revenue $0

Investment Income $468

Other Revenue $-8,225

TOTAL REVENUE $326,571

Expense Breakdown

Grants Paid $202,652

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $204,154

Other Expenses $1,502

TOTAL EXPENSES $204,154

Year-over-Year Comparison

	2019	2018	Change
Revenue	$326,571	$23,923	+12.7%
Expenses	$204,154	$67,389	+2.0%
Net Income	$122,417	$-43,466	-3.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Chad Syltie	Board Chair	Director	$0	$0	$0
Kerry Bonk	Board Vice Chair	Director	$0	$0	$0
Dan Enke	Board Member	Director	$0	$0	$0
Roman Fidler	Board Member	Director	$0	$0	$0
Mitch Gerdes	Board Member	Director	$0	$0	$0
Marcia Kells	Board Member	Director	$0	$0	$0
Sydney Massee	Board Member	Director	$0	$0	$0
Warren Rau	Board Member	Director	$0	$0	$0
Craig Wilkening	Board Member	Director	$0	$0	$0
Lori Andreas	AAH CEO	Officer	$0	$0	$0
Angel Molden	AAH Marketing - Secretary	Key Emp	$0	$0	$0
Jacob Redepenning	AAH CFO - Treasurer	Officer	$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
2020	$326,571	$204,154	$208,074	$122,417