APPELO ARCHIVES CENTER (EIN 800576752) - 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

2010

Legal Domicile

Phone

3604652357

Tax Period

2023-01-01 to 2023-12-31

APPELO ARCHIVES CENTER, founded in 2010, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $73K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $85K exceeded revenue, resulting in a 15% operating deficit.

Mission

Established an Archives Center to gather, protect and make available to the public items of memory, articles of historic importance, books, papers, memorabilia and materials reflecting the historic traditions and heritage of the SW Washington area, specifically of a Scandinavian nature. This geographic area will include SE Pacific County and Western Wahkiakum County, areas where Scandinavian immigrants pioneered the communities that settled SW Washington.

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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 (2023)

Revenue Breakdown

Contributions & Grants $55,442

Program Service Revenue $0

Investment Income $207

Other Revenue $17,707

TOTAL REVENUE $73,356

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,454

Fundraising Expenses $0

Program Expenses $79,412

Other Expenses $40,192

TOTAL EXPENSES $84,646

Year-over-Year Comparison

	2023	2022	Change
Revenue	$73,356	$111,649	-0.3%
Expenses	$84,646	$92,559	-0.1%
Net Income	$-11,290	$19,090	-1.6%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Annika Kay	Administration	23.00		$23,914	$0	$23,914
Mark Preston	Board Member	2.00	Director	$0	$0	$0
John Waisanen	Board Member	2.00	Director	$0	$0	$0
Theresa Appelo Bakken	Board Member	2.00	Director	$0	$0	$0
Linda Elliot	Board Member	2.00	Director	$0	$0	$0
Falon Hoven	Secretary	3.00	Officer	$0	$0	$0
Steve Ullakko	Vice President	3.00	Officer	$0	$0	$0
Keith Metcalf	Treasurer	3.00	Officer	$0	$0	$0
Kelly Shumar	President	4.00	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
2024	No data	No data	No data	No data
2023	$73,356	$84,646	$525,722	$-11,290
2022	$111,649	$92,559	$537,012	$19,090
2021	$105,657	$92,504	$517,922	$13,153
2020	$55,221	$60,196	$504,769	$-4,975
2019	$543,339	$78,381	$509,744	$464,958

APPELO ARCHIVES CENTER