APPRISE Incorporated (EIN 450492689) - 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

2002

Legal Domicile

Principal Officer

Jacqueline Berger

Phone

6092528008

Tax Period

2024-01-01 to 2024-12-31

APPRISE Incorporated, founded in 2002, is a community nonprofit in the Science & Technology sector that reported $5.1M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $4.5M left a modest 12% surplus.

Mission

Perform activities that contribute to the development of high quality information for public policymakers and public program managers; with an emphasis on programs providing bill payment assistance, energy education, & energy efficiency to low-income households.

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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 $14,225

Program Service Revenue $5,092,483

Investment Income $23,623

Other Revenue $0

TOTAL REVENUE $5,130,331

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,835,278

Fundraising Expenses $0

Program Expenses $3,343,431

Other Expenses $1,655,380

TOTAL EXPENSES $4,490,658

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,130,331	$4,169,419	+0.2%
Expenses	$4,490,658	$3,501,125	+0.3%
Net Income	$639,673	$668,294	0.0%

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

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

$522,282

Total Directors

$522,282

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jacqueline Berger	Pres. & Sec'y	50.00	Officer Director	$260,851	$8,256	$269,107
David Carroll	Managing Dir.	50.00	Officer Director	$240,565	$12,610	$253,175
Daniel Bausch	Project Director	40.00		$128,927	$0	$128,927
Nicholas Holt	Director	1.00	Director	$0	$0	$0
Margaret Good	Director	1.00	Director	$0	$0	$0
Steve Fillebrown	Treasurer	1.00	Officer 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
2024	$5,130,331	$4,490,658	$3,205,683	$639,673
2023	$4,169,419	$3,501,125	$2,532,624	$668,294
2022	$2,704,812	$2,843,982	$2,138,120	$-139,170
2021	$2,791,632	$2,429,613	$1,727,085	$362,019
2020	$2,647,002	$2,334,124	$1,454,027	$312,878
2019	$2,560,626	$2,290,504	$916,623	$270,122
2018	$2,061,054	$1,885,827	$648,147	$175,227

APPRISE Incorporated