Civic Intelligence

Appleby Foundation Inc.

990 • Fiscal year 2014 • EIN 13-3002239

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

579 Broadway No 4BNew York, NY 10012

(212) 431-8489

Siviq Scores

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

Liabilities / Assets

85th percentile

0.52x

Higher debt load relative to assets than 85% of similar nonprofits.

2014 filings • NTEE A • <$500k nonprofits • Source year 2014

Liabilities / Revenue

95th percentile

0.88x

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

2014 filings • NTEE A • <$500k nonprofits • Source year 2014

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2014 filings • NTEE A • <$500k nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$19,040

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2014 filings • NTEE A • <$500k nonprofits • Source year 2014

Asset Growth

74th percentile

26%

Faster asset growth than 74% of similar nonprofits.

2014 filings • NTEE A • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

16%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • NTEE A • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$276,371

Up $57,510 (+26%) from 2013

Net Assets

Up

$132,897

Up $27,064 (+26%) from 2013

Liabilities

Up

$143,474

Up $30,446 (+27%) from 2013

Revenue

Up

$163,345

Up $23,029 (+16%) from 2013

Expenses

Down

$136,281

Down $23,514 (-15%) from 2013

Net Income

Up

$27,064

Up $46,543 (+239%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$276,371
Liabilities$143,474
Net Assets$132,897

Operations Trend

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

2014

Revenue$163,345
Expenses$136,281
Net Income$27,064
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$163,345
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$182,907$252,239▲ $69,332
Cash and Non-Interest-Bearing Accounts$10,511$17,409▲ $6,898
Accounts Receivable$24,559$5,604▼ $18,955
Prepaid Expenses and Deferred Charges$884$1,119▲ $235
Total Assets$218,861$276,371▲ $57,510
Liabilities
Mortgage Notes Payable Secured by Investment Property$82,252$75,800▼ $6,452
Other Liabilities$10,000$59,750▲ $49,750
Accounts Payable and Accrued Expenses$20,776$7,924▼ $12,852
Total Liabilities$113,028$143,474▲ $30,446
Net Assets / Fund Balance
Unrestricted Net Assets$105,833$132,897▲ $27,064
Total Net Assets Fund Balance$105,833$132,897▲ $27,064
Total Liabilities and Net Assets / Fund Balance$218,861$276,371▲ $57,510

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$157,352$22,184$179,536
Equipment$86,887$18,357$105,244
Land$8,000-$8,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Craig BrashearTreasurerFT$19,040$19,040
Rebecca KellyArtistic Director and ChaiFT$18,720$18,720

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
$79,962
Program Service Revenue
$83,383
Investment Income
$0
Other Revenue
$0
All Other Contributions
$79,962
Change in Net Assets
$27,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$70,151
Other Expenses$66,130
Total Fundraising Expense$873
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$22,656$15,104-$37,760
Depreciation Depletion$14,612$1,624-$16,236
Other Employee Benefits$8,492$5,662-$14,154
Other Salaries and Wages$8,516$5,622-$14,138
Occupancy$2,520$3,780-$6,300
Interest$5,063$563-$5,626
Fees for Services Management$2,833$1,888-$4,721
Payroll Taxes$2,459$1,640-$4,099
Insurance$256$3,252-$3,508
Travel$2,405$802-$3,207
Fees for Services Accounting$2,100$700-$2,800
Office Expenses$1,030$343$873$2,246
Fees for Services Other$1,484$495-$1,979
Other Expenses$649$1,202-$649
Total Functional Expenses$85,340$50,068$873$136,281
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$59,750
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

Filer Name
Appleby Foundation Inc
EIN
13-3002239
Phone
2124318489
Address
579 BROADWAY NO 4B, NEW YORK, NY 10012
Doing Business As
Rebecca Kelly Ballet

Signing Officer

Name
Craig Brashear
Title
Treasurer
Phone
2124318489
Signed
2015-11-13
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
9
Volunteers
0

Preparer

Firm
Rogoff & Company Pc
Address
355 LEXINGTON AVENUE, NEW YORK, NY 10017-6603
Preparer
Paul K 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/PYTotalExpensesAmt0159795
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0140316
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt027064
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt038938
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt079961
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt046093
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt072061
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt049588
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0126614
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0374317
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt059
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt048
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt067
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0174
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0536985
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93940
IRS990ScheduleA/PublicSupportPY170Pct00.90560
IRS990ScheduleA/PublicSupportTotal170Amt0351797
IRS990ScheduleA/SubstantialContributorsTotAmt022520
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt079961
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt046093
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt072061
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt049588
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0126614
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0374317
IRS990ScheduleA/TotalSupportAmt0374491
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0157352
IRS990ScheduleD/BuildingsGrp/DepreciationAmt022184
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0179536
IRS990ScheduleD/EquipmentGrp/BookValueAmt086887
IRS990ScheduleD/EquipmentGrp/DepreciationAmt018357
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0105244
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt08000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt08000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt059750
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/TotalBookValueLandBuildingsAmt0252239
IRS990ScheduleD/TotalLiabilityAmt059750
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/TotalAssetsBOYAmt0218861
IRS990/TotalAssetsEOYAmt0276371
IRS990/TotalAssetsGrp/BOYAmt0218861
IRS990/TotalAssetsGrp/EOYAmt0276371
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt079962
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0873
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050068
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt085340
IRS990/TotalFunctionalExpensesGrp/TotalAmt0136281
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0113028
IRS990/TotalLiabilitiesEOYAmt0143474
IRS990/TotalLiabilitiesGrp/BOYAmt0113028
IRS990/TotalLiabilitiesGrp/EOYAmt0143474
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0105833
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0132897
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt027048
IRS990/TotalProgramServiceExpensesAmt085340
IRS990/TotalProgramServiceRevenueAmt083383
IRS990/TotalReportableCompFromOrgAmt037760
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt083383
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0163345
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0218861
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0276371
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0802
IRS990/TravelGrp/ProgramServicesAmt02405
IRS990/TravelGrp/TotalAmt03207
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0105833
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0132897
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O RKDC 579 BROADWAY
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010012
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.REBECCAKELLYBALLET.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG BRASHEAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02124318489
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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