Civic Intelligence

Appleby Foundation Inc.

990 • Fiscal year 2013 • EIN 13-3002239

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 07, 2014

Organization ProfileWWW.REBECCAKELLYBALLET.COM
579 Broadway No 4BAu Sable Forks, NY 10012

(212) 431-8489

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.52x

Higher debt load relative to assets than 84% of similar nonprofits.

2013 filings • NTEE A • <$500k nonprofits • Source year 2013

Liabilities / Revenue

95th percentile

0.81x

Higher debt load relative to revenue than 95% of similar nonprofits.

2013 filings • NTEE A • <$500k nonprofits • Source year 2013

Net Margin

21st percentile

-14%

Higher net margin than 21% of similar nonprofits.

2013 filings • NTEE A • <$500k nonprofits • Source year 2013

Top Officer Pay

85th percentile

$18,120

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2013 filings • NTEE A • <$500k nonprofits • Source year 2013

Asset Growth

36th percentile

-4.7%

Faster asset growth than 36% of similar nonprofits.

2013 filings • NTEE A • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$218,861

Down $10,867 (-4.7%) from 2012

Net Assets

Down

$105,833

Down $19,479 (-16%) from 2012

Liabilities

Up

$113,028

Up $8,612 (+8.2%) from 2012

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin21st percentile

Revenue

$140,316

No earlier filing loaded for comparison.

Expenses

Down

$159,795

Down $2,380 (-1.5%) from 2012

Net Income

-$19,479

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $239,355Liabilities 2010: $146,440Net Assets 2010: $92,9152010Assets 2012: $229,728Liabilities 2012: $104,416Net Assets 2012: $125,3122012Assets 2013: $218,861Liabilities 2013: $113,028Net Assets 2013: $105,8332013Assets 2014: $276,371Liabilities 2014: $143,474Net Assets 2014: $132,8972014Assets 2015: $288,249Liabilities 2015: $121,227Net Assets 2015: $167,0222015Assets 2016: $258,114Liabilities 2016: $96,734Net Assets 2016: $161,3802016Assets 2017: $277,551Liabilities 2017: $94,231Net Assets 2017: $183,3202017Assets 2018: $224,883Liabilities 2018: $47,216Net Assets 2018: $177,6672018Assets 2019: $212,876Liabilities 2019: $30,150Net Assets 2019: $182,7262019Assets 2020: $208,091Liabilities 2020: $6,109Net Assets 2020: $201,9822020Assets 2021: $203,552Liabilities 2021: $3,027Net Assets 2021: $200,5252021Assets 2022: $229,740Liabilities 2022: $6,583Net Assets 2022: $223,1572022Assets 2023: $252,896Liabilities 2023: $14,266Net Assets 2023: $238,6302023Assets 2024: $245,114Liabilities 2024: $13,492Net Assets 2024: $231,6222024

Highlighted filing

2013

Assets$218,861
Liabilities$113,028
Net Assets$105,833
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2010: $196,5292010Expenses 2012: $162,1752012Revenue 2013: $140,316Expenses 2013: $159,795Net Income 2013: -$19,4792013Revenue 2014: $163,345Expenses 2014: $136,281Net Income 2014: $27,0642014Revenue 2015: $186,781Expenses 2015: $152,656Net Income 2015: $34,1252015Revenue 2016: $163,143Expenses 2016: $168,785Net Income 2016: -$5,6422016Revenue 2017: $172,582Expenses 2017: $150,642Net Income 2017: $21,9402017Revenue 2018: $146,054Expenses 2018: $151,707Net Income 2018: -$5,6532018Revenue 2019: $141,322Expenses 2019: $137,354Net Income 2019: $3,9682019Revenue 2020: $95,679Expenses 2020: $76,423Net Income 2020: $19,2562020Revenue 2021: $60,763Expenses 2021: $62,220Net Income 2021: -$1,4572021Revenue 2022: $63,005Expenses 2022: $40,373Net Income 2022: $22,6322022Revenue 2023: $62,921Expenses 2023: $47,448Net Income 2023: $15,4732023Revenue 2024: $41,434Expenses 2024: $48,442Net Income 2024: -$7,0082024

Highlighted filing

2013

Revenue$140,316
Expenses$159,795
Net Income-$19,479
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 7, 2014
Return Version
2013v3.0
Gross Receipts
$140,316
Mission and Program Overview

Mission

Appleby foundation, inc. Founded in 1979 which operates rebecca kelly ballet, a performing contemporary chamber ballet company located in soho and the adirondacks, and its outreach programs: onstage, the training and performance program for rural youth.

Dance performances and training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$184,106$182,907▼ $1,199
Accounts Receivable$21,670$24,559▲ $2,889
Cash and Non-Interest-Bearing Accounts$23,155$10,511▼ $12,644
Prepaid Expenses and Deferred Charges$797$884▲ $87
Total Assets$229,728$218,861▼ $10,867
Liabilities
Mortgage Notes Payable Secured by Investment Property$87,997$82,252▼ $5,745
Accounts Payable and Accrued Expenses$16,419$20,776▲ $4,357
Other Liabilities$0$10,000▲ $10,000
Total Liabilities$104,416$113,028▲ $8,612
Net Assets / Fund Balance
Unrestricted Net Assets$125,312$105,833▼ $19,479
Total Net Assets Fund Balance$125,312$105,833▼ $19,479
Total Liabilities and Net Assets / Fund Balance$229,728$218,861▼ $10,867

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$157,121$17,581$174,702
Equipment$17,786$6,725$24,511
Land$8,000-$8,000
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Craig BrashearTreasurerFT$18,120$18,120
Rebecca KellyArtistic Director and ChaiFT$18,000$18,000

Board Members and Trustees

NameTitle
Alice SchonbekDirector
Dolly CannonDirector
Donna MarxerDirector
Eric GrangerDirector
Pamela GellesDirector
Eve S WolfsohnSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$46,093
Program Service Revenue
$94,164
Investment Income
$59
Other Revenue
$0
All Other Contributions
$46,093
Change in Net Assets
$-19,479
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$95,442
Other Expenses$64,353
Total Fundraising Expense$581
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$21,672$14,448-$36,120
Other Salaries and Wages$21,150$14,100-$35,250
Other Employee Benefits$10,946$7,297-$18,243
Occupancy$5,584$6,066-$11,650
Interest$5,440$605-$6,045
Payroll Taxes$3,497$2,332-$5,829
Depreciation Depletion$4,773$530-$5,303
Insurance$283$3,593-$3,876
Fees for Services Other$2,158$720-$2,878
Fees for Services Accounting$2,100$700-$2,800
Travel$1,962$654-$2,616
Office Expenses$961$321$581$1,863
Fees for Services Management$1,214$405-$1,619
Other Expenses$647--$647
Total Functional Expenses$107,443$51,771$581$159,795
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue$10,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Rebecca kelly & craig brashear are husband & wife.”

Form 990, Part VI, Section B, Line 11

“The board sent a questionnaire concerning conflicts of interest.”

Form 990, Part VI, Section B, Line 12

“The board sent a questionnaire concerning conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

EIN
13-3002239
Phone
2124318489

Signing Officer

Name
Craig Brashear
Title
Treasurer
Phone
2124318489
Signed
2014-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Kelly
Formed
1979
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
6
Employees
10
Volunteers
0

Preparer

Preparer
Paul Brace
Phone
2125575666
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code, and is not a private foundation under the code. Similar tax-exempt status applies at the state and local levels. Management continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law, new authoritative rulings and its operating characteristics to comply with its status as a nonprofit organization. Management has determined that it is more likely than not that any of the foundation's tax positions will be sustained upon examination and therefore has not recognized any liability for uncertain tax positions.”

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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-19479
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt059863
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt046093
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt072061
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt049588
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0126614
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt049497
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0343853
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt059
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt048
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt067
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0193
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0555056
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0505
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0505
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90560
IRS990ScheduleA/PublicSupportPY170Pct00.81030
IRS990ScheduleA/PublicSupportTotal170Amt0312026
IRS990ScheduleA/SubstantialContributorsTotAmt031827
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt046093
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt072061
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt049588
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0126614
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt049497
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0343853
IRS990ScheduleA/TotalSupportAmt0344551
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0157121
IRS990ScheduleD/BuildingsGrp/DepreciationAmt017581
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0174702
IRS990ScheduleD/EquipmentGrp/BookValueAmt017786
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06725
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024511
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt08000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt08000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED REVENUE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS NOT A PRIVATE FOUNDATION UNDER THE CODE. SIMILAR TAX-EXEMPT STATUS APPLIES AT THE STATE AND LOCAL LEVELS. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW, NEW AUTHORITATIVE RULINGS AND ITS OPERATING CHARACTERISTICS TO COMPLY WITH ITS STATUS AS A NONPROFIT ORGANIZATION. MANAGEMENT HAS DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT ANY OF THE FOUNDATION'S TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND THEREFORE HAS NOT RECOGNIZED ANY LIABILITY FOR UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0182907
IRS990ScheduleD/TotalLiabilityAmt010000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REBECCA KELLY & CRAIG BRASHEAR ARE HUSBAND & WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD SENT A QUESTIONNAIRE CONCERNING CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD SENT A QUESTIONNAIRE CONCERNING CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0229728
IRS990/TotalAssetsEOYAmt0218861
IRS990/TotalAssetsGrp/BOYAmt0229728
IRS990/TotalAssetsGrp/EOYAmt0218861
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt046093
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0581
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt051771
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0107443
IRS990/TotalFunctionalExpensesGrp/TotalAmt0159795
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0104416
IRS990/TotalLiabilitiesEOYAmt0113028
IRS990/TotalLiabilitiesGrp/BOYAmt0104416
IRS990/TotalLiabilitiesGrp/EOYAmt0113028
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0125312
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0105833
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt017410
IRS990/TotalProgramServiceExpensesAmt0107443
IRS990/TotalProgramServiceRevenueAmt094164
IRS990/TotalReportableCompFromOrgAmt036120
IRS990/TotalRevenueGrp/ExclusionAmt059
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt094164
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0140316
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0229728
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0218861
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0654
IRS990/TravelGrp/ProgramServicesAmt01962
IRS990/TravelGrp/TotalAmt02616
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0125312
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0105833
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10C/O RKDC 579 BROADWAY
IRS990/USAddress/City0NEW YORK
IRS990/USAddress/State0NY
IRS990/USAddress/ZIPCode010012
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.REBECCAKELLYBALLET.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG BRASHEAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02124318489
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10APPLEBY FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine20D/B/A REBECCA KELLY BALLET
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0133002239
ReturnHeader/Filer/PhoneNum02124318489
ReturnHeader/Filer/USAddress/AddressLine10579 BROADWAY NO 4B

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$218,861
Liabilities
$113,028
Net assets
$105,833
Revenue
$140,316
Expenses
$159,795
Net income
-$19,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.13$2.32$0.41$0.48$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.14$2.39$0.63$0.47$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.07$2.23$0.63$0.40$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.03$2.01$0.61$0.62$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.08$0.06$2.02$0.96$0.76$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.30$1.83$1.41$1.37$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.47$1.78$1.46$1.52$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.78$0.94$1.83$1.73$1.51$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.58$0.97$1.61$1.63$1.69$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$1.21$1.67$1.87$1.53$0.34
2014Detailed filing. Detailed filing data is available for this year.$2.76$1.43$1.33$1.63$1.36$0.27
2013Detailed filing. Detailed filing data is available for this year.$2.19$1.13$1.06$1.40$1.60$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$1.04$1.25$1.62
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$1.46$0.93$1.97