APPLE TREE FOUNDATION FOR WOODLAND YOUTH (EIN 943348391) - 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

1999

Legal Domicile

Principal Officer

KATHY E AUKES

Phone

5306625404

Tax Period

2024-01-01 to 2024-12-31

APPLE TREE FOUNDATION FOR WOODLAND YOUTH, founded in 1999, is a small nonprofit in the Human Services sector that reported $193K in total revenue in fiscal year 2024. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 24% operating margin.

Mission

TO SUPPORT AND NURTURE STUDENT EDUCATION AND AFTER SCHOOL OPPORTUNITIES BY SUPPORTING VITAL PROGRAMS & SERVICES THAT ENHANCE THE DEVELOPMENT OF MIND BODY AND CHARACTER OF WOODLAND JOINT UNIFIED SCHOOL DISTRICT STUDENTS ALL PROGRAMS SERVICE APPROXIMATELY 10,000 STUDENTS.

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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 $206,573

Program Service Revenue $0

Investment Income $11

Other Revenue $-13,440

TOTAL REVENUE $193,144

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $144,541

Other Expenses $146,050

TOTAL EXPENSES $146,050

Year-over-Year Comparison

	2024	2023	Change
Revenue	$193,144	$100,349	+0.9%
Expenses	$146,050	$103,369	+0.4%
Net Income	$47,094	$-3,020	-16.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
TOM CONNELLY	TREASURER	Officer	$0	$0	$0
KATHY AUKES	PRESIDENT	Officer	$0	$0	$0
JULIE MAST	SECRETARY	Officer	$0	$0	$0
TANIA GARCIA-CADENA	VICE PRESIDENT	Officer	$0	$0	$0
ANGELA HYDE	BOARD MEMBER	Director	$0	$0	$0
MICHELE DAUGHERTY	BOARD MEMBER	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	$193,144	$146,050	$168,344	$47,094

APPLE TREE FOUNDATION FOR WOODLAND YOUTH