APPLEWOOD VILLAGE INC (EIN 933849488) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Principal Officer

BRIAN G LAWRENCE

Phone

9085803800

Tax Period

2024-01-01 to 2024-12-31

APPLEWOOD VILLAGE INC, founded in 2023, is a mid-sized nonprofit in the Human Services sector that reported $14.8M in total revenue in fiscal year 2024. Expenses of $17.6M exceeded revenue, resulting in a 18% operating deficit.

Mission

TO CREATE INNOVATIVE OPPORTUNITIES TO ENRICH THE LIVES OF OLDER ADULTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $14,073,224

Investment Income $269,228

Other Revenue $503,184

TOTAL REVENUE $14,845,636

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,357,326

Fundraising Expenses $0

Program Expenses $15,459,074

Other Expenses $10,218,656

TOTAL EXPENSES $17,575,982

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,845,636	N/A	N/A
Expenses	$17,575,982	N/A	N/A
Net Income	$-2,730,346	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

289

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

$835,231

Total Directors

$835,231

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STAN MORIN	CHAIRMAN	2.00	Officer Director	$0	$0	$0
JEFF ZENNA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RULENE DIFRANCESCO	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT FODERA	TREASURER	1.00	Officer Director	$0	$0	$0
RALPH ACQUAVIVA	DIRECTOR	1.00	Director	$0	$0	$0
FR DAVID JONES	DIRECTOR	1.00	Director	$0	$0	$0
DAVID KOSTINAS	DIRECTOR (FROM 05/24)	1.00	Director	$0	$0	$0
BRIAN G LAWRENCE	PRESIDENT & CEO	1.00	Officer Director	$0	$61,550	$835,231
THOMAS SCOTT	DIRECTOR (FROM 05/24)	1.00	Director	$0	$0	$0
MICHAEL TOSCANO	DIRECTOR	1.00	Director	$0	$0	$0
JAMES MATERA	DIRECTOR (FROM 05/24)	1.00	Director	$0	$0	$0
PHYLLIS BRUCE	DIRECTOR (FROM 07/24)	1.00	Director	$0	$0	$0
GENY RAMADHIN	CNA	40.00	Highest	$108,386	$0	$108,386

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	$14,845,636	$17,575,982	$110,455,245	$-2,730,346

APPLEWOOD VILLAGE INC