APPLETREE EDUCATIONAL CENTER

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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

1999

Legal Domicile

Phone

5758945646

Tax Period

2023-01-01 to 2023-12-31

APPLETREE EDUCATIONAL CENTER, founded in 1999, is a community nonprofit in the Education sector that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $2.6M left a modest 11% surplus.

Mission

APPLETREE EDUCATIONAL CENTER OFFERS A WARM, ACCEPTING CHRISTIAN ATMOSPHERE IN WHICH THE WHOLE CHILD CAN GROW-SPIRITUALLY, EMOTIONALLY, SOCIALLY, CREATIVELY,INTELLECTUALLY AND PHYSICALLY AS WE FOCUS ON MEETING THE NEEDS OF THE WHOLE CHILD.

Program Service Accomplishments

Program 1

Expenses: $2,495,648

APPLETREE EDUCATIONAL CENTER PROVIDES EDUCATIONAL AND OTHER SERVICES TO CHILDREN AND FAMILIES IN AND AROUND SIERRA COUNTY, NEW MEXICO. THE CENTER IS A NATIONALLY ACCREDITED EARLY CARE AND EDUCATION FACILITY THAT OFFERS A SLIDING FEE SCALE, CHILD CARE ASSISTANCE AND COMPREHENSIVE SUPPORT SERVICES TO APPROXIMATELY 350 CHILDREN AND YOUTH AND APPROXIMATELY 175 FAMILIES DURING EACH FISCAL YEAR.

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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 $2,688,479

Program Service Revenue $66,135

Investment Income $584

Other Revenue $101,356

TOTAL REVENUE $2,856,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,585,240

Fundraising Expenses $0

Program Expenses $2,495,648

Other Expenses $969,149

TOTAL EXPENSES $2,554,389

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,856,554	$2,334,917	+0.2%
Expenses	$2,554,389	$2,387,156	+0.1%
Net Income	$302,165	$-52,239	-6.8%

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

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
AMELIA WILCOX	CEO	40.00		$63,767	$0	$63,767
BRISA AGUILERA	FINANCE DIRECTOR	40.00		$57,080	$0	$57,080
ANGELA MADRID	President	2.00	Officer Director	$0	$0	$0
ADAM MONSIBAIZ	Vice President	2.00	Officer Director	$0	$0	$0
TARA EDGMON	Treasurer	2.00	Officer Director	$0	$0	$0
LESLIE BOONE	Secretary	2.00	Officer Director	$0	$0	$0
STEPHEN HOUSTON CANO	Director	2.00	Director	$0	$0	$0
NELLIE SMITH	Director	2.00	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
2024	No data	No data	No data	No data
2023	$2,856,554	$2,554,389	$2,584,389	$302,165
2022	$2,334,917	$2,387,156	$2,268,758	$-52,239
2021	$2,144,303	$1,805,311	$2,780,568	$338,992
2020	$2,153,697	$1,635,782	$2,290,681	$517,915
2019	$2,236,992	$1,770,815	$1,829,226	$466,177
2018	$1,629,100	$1,719,091	$1,164,178	$-89,991