APPALACHIAN INVESTMENT CORPORATION (EIN 611254830) - 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

1994

Legal Domicile

Principal Officer

ROBIN GABBARD

Phone

8599862373

Tax Period

2024-05-01 to 2025-04-30

APPALACHIAN INVESTMENT CORPORATION, founded in 1994, is a small nonprofit that reported $341K in total revenue in fiscal year 2024. Revenue surged 170% from the prior year, signaling strong growth momentum. The organization ran a surplus of $301K, a strong 88% operating margin.

Mission

APPALACHIAN INVESTMENT CORPORATION WORKS TO INCREASE ECONOMIC ACTIVITY IN THE APPALACHIAN COUNTIES OF KENTUCKY.

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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 $220,000

Program Service Revenue $112,932

Investment Income $7,665

Other Revenue $0

TOTAL REVENUE $340,597

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,574

Other Expenses $39,574

TOTAL EXPENSES $39,574

Year-over-Year Comparison

	2024	2023	Change
Revenue	$340,597	$125,999	+1.7%
Expenses	$39,574	$41,043	0.0%
Net Income	$301,023	$84,956	+2.5%

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

$705,354

Total Directors

$291,553

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER HILLE	CEO	1.00	Officer Director	$0	$19,753	$186,462
WILLIAM COOMES	CORPORATE VP	0.50	Officer	$0	$22,143	$115,337
KACIE ZECHMAN	CORPORATETRE	1.00	Officer	$0	$18,156	$112,302
ROBIN GABBARD	PRESIDENT	1.00	Officer Director	$0	$11,745	$105,091
TONI WELLS	CORPORATE SE	0.50	Officer	$0	$15,991	$96,047
RHONDA STAPLETON	CORPORATE SE	0.50	Officer	$0	$15,694	$90,115
HASAN DAVIS	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
MANDY SHEFFEL	SECRETARY	0.50	Officer Director	$0	$0	$0
ADA SMITH	BOARD TREASU	0.50	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
2025	$340,597	$39,574	$2,875,068	$301,023
2024	$125,999	$41,043	$2,765,399	$84,956
2023	$132,651	$18,742	$2,753,916	$113,909
2022	$152,547	$147,248	$2,834,732	$5,299
2021	$98,560	$10,258	$3,051,750	$88,302
2020	$120,444	$113,727	$3,125,368	$6,717
2019	$126,923	$37,162	$3,308,581	$89,761

APPALACHIAN INVESTMENT CORPORATION