Agape of Appleton Inc

Nonprofit profile at a glance

EIN
391210868
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Appleton, WI, USA
Phone
9207349871
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$9,338,973
Expenses
$9,663,604
Assets
$6,628,815
Liabilities
$2,475,294

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • MARY ROBERTSON (PRESIDENT)
  • DEB VAN ZEELAND (VICE PRESIDENT)
  • DAN WITT (CEO)

Highest reported compensation

  • DAN WITT (CEO): $172,225 total reported compensation
  • ELIZABETH BOYLE (COO): $117,497 total reported compensation
  • GIA MATHOS LAMM (CFO): $107,227 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Our mission is to provide quality residential support services for individuals with intellectual disabilities and similar diagnosis in a variety of community settings. Our philosophy is that all people are viewed as unique individuals and treated with dignity and respect, always being conscious of their legal treatment and personal rights. Supports are person-centered and provided for in environments that promote individual choice while maintaining individual health and safety. Training and assistance is provided to enhance individual ability to reach and/or maintain maximum potential. Emphasis is placed on identifying, adapting, modifying and/or creating supports to assist individuals in meeting their specific needs.

What it reported doing in 2025

Youth program - provides least restrictive environment for persons under 18 with intellectual disabilities to integrate into the community, teaching them daily living skills specific to their needs to assist in achieving this goal. All participants have support plans developed with specific approaches and supports relevant to the individual's needs.

Operating model

Revenue model
Earned-program. 98% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 79
  • Transparency & Controls: 70
  • Accountability: 95
  • Sustainability: 25
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 90%; rating input score 90
  • Program expense ratio: 86.3%; rating input score 86
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -3.5%; rating input score 18; 18th percentile among comparable filings
  • Total-asset coverage ratio: 0.69; rating input score 23; 23rd percentile among comparable filings
  • Liabilities to assets ratio: 0.37; rating input score 22; 22nd percentile among comparable filings
  • Officer compensation ratio: 4.1%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 3.2% per year; rating input score 100; 25th percentile among comparable filings
  • Revenue growth: 3.6% per year; rating input score 100; 27th percentile among comparable filings
  • Asset growth: 5.9% per year; rating input score 100; 38th percentile among comparable filings

Details

  • Where the money goes: 90% of revenue deployed · 86.3% of spending went to programs
  • Governance: 9 of 9 board members independent · 8 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $8.3M in reported program spending
  • Leadership: top reported pay $172K · 12 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 32 of 32 current checks pass
  • Schedules: 5 filed schedules · includes major donors and executive pay
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 18/100.
  • High — Sustainability: Total-asset coverage ratio scored 23/100.
  • Review — Accountability: Governance controls: Document-retention policy not reported.
  • High — Sustainability: Liabilities to assets ratio scored 22/100.