Civic Intelligence

Appleby Foundation Inc.

990EZ • Fiscal year 2019 • EIN 13-3002239

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

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

75th percentile

0.14x

Higher debt load relative to assets than 75% of similar nonprofits.

2019 filings • NTEE A • <$500k nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.21x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • NTEE A • <$500k nonprofits • Source year 2019

Net Margin

50th percentile

2.8%

Higher net margin than 50% of similar nonprofits.

2019 filings • NTEE A • <$500k nonprofits • Source year 2019

Top Officer Pay

91st percentile

$33,800

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 23.9% of source-year revenue.

2019 filings • NTEE A • <$500k nonprofits • Source year 2019

Asset Growth

34th percentile

-5.3%

Faster asset growth than 34% of similar nonprofits.

2019 filings • NTEE A • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

-3.2%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • NTEE A • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$212,876

Down $12,007 (-5.3%) from 2018

Net Assets

Up

$182,726

Up $5,059 (+2.8%) from 2018

Liabilities

Down

$30,150

Down $17,066 (-36%) from 2018

Revenue

Down

$141,322

Down $4,732 (-3.2%) from 2018

Expenses

Down

$137,354

Down $14,353 (-9.5%) from 2018

Net Income

Up

$3,968

Up $9,621 (+170%) from 2018

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

2019

Assets$212,876
Liabilities$30,150
Net Assets$182,726

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

2019

Revenue$141,322
Expenses$137,354
Net Income$3,968
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$141,322
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.

Program Services

DescriptionGrantsExpenses
THE TAHAWUS CENTER, A CENTER FOR CULTURE AND COMMUNITY IN AU SABLE FORKS IN UPSTATE NY.$0$42,751
SUMMERDANCE:ACTIVITIES INCLUDE DANCE CAMP FOR CHILDREN, PERFORMANCES BY THE BALLET COMPANY AND CLASSES$0$19,000
KIDS CO-MOTION:EDUCATION AND OUTREACH PROGRAM FOR CHILDREN$0$7,551
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA KELLYArtistic Director And ChaiFT$33,800-$33,800
CRAIG BRASHEARExecutive DirectorFT$28,600-$28,600
PAMELA GELLESTreasurer-$0--
ERIC GRANGERDirector-$0--
EVE S WOLFSOHNSecretary-$0--
ALICE SCHONBEKDirector-$0--
ROSIE SARANDEVADirector-$0--
CARL MARXERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Appleby Foundation Inc
EIN
13-3002239
Phone
2124318489
Address
579 BROADWAY NO 4B, NEW YORK, NY 10012

Signing Officer

Name
Craig Brashear
Title
Executive Director
Phone
2124318489
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Rogoff & Company Pc
Address
355 LEXINGTON AVENUE 6TH FLOOR, NEW YORK, NY 10017-6603
Preparer
Paul K Brace
Phone
2125575666
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 16.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: advertising. Amount: 831. Description: bank charges. Amount: 64. Description: costumes and lighting. Amount: 4,111. Description: dancers' expenses. Amount: 3,023. Description: depreciation. Amount: 15,079. Description: dues & subscriptions. Amount: 904. Description: equipment rental and maintenance. Amount: 1,397. Description: fundraising. Amount: 2,153. Description: insurance. Amount: 2,388. Description: interest. Amount: 809. Description: meeting & conferences. Amount: 422. Description: payroll taxes. Amount: 7,524. Description: postage & messenger. Amount: 320. Description: supplies. Amount: 255. Description: telephone. Amount: 1,558. Description: travel. Amount: 3,476. Total to form 990-ez, line 16: 44,314.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior period adjustment. Amount: 1,091.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 5,097. End of year amount: 4,142. Description: prepaid expenses. Beg. Of year amount: 2,676. End of year amount: 2,789. Description: other depreciable assets. Beg. Of year amount: 28,839. End of year amount: 21,035.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 9,073. End of year amount: 10,549. Description: loans payable . Beg. Of year amount: 21,750. End of year amount: 8,192. Description: deferred income. Beg. Of year amount: 16,393. End of year amount: 11,409.

Raw XML Appendix203 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CRAIG BRASHEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REBECCA KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAMELA GELLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIC GRANGER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CARL MARXER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ARTISTIC DIRECTOR AND CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt027966
IRS990EZ/OtherChangesInNetAssetsAmt01091
IRS990EZ/OtherExpensesTotalAmt044314
IRS990EZ/OtherRevenueTotalAmt016
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0DANCE PERFORMANCES AND TRAINING.
IRS990EZ/PrintingPublicationsPostageAmt0516
IRS990EZ/ProgramServiceRevenueAmt061381
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0KIDS CO-MOTION:EDUCATION AND OUTREACH PROGRAM FOR CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUMMERDANCE:ACTIVITIES INCLUDE DANCE CAMP FOR CHILDREN, PERFORMANCES BY THE BALLET COMPANY AND CLASSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE TAHAWUS CENTER, A CENTER FOR CULTURE AND COMMUNITY IN AU SABLE FORKS IN UPSTATE NY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt119000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt242751
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0103570
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IRS990ScheduleA/TotalSupportAmt0405724
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 16.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING. AMOUNT: 831. DESCRIPTION: BANK CHARGES. AMOUNT: 64. DESCRIPTION: COSTUMES AND LIGHTING. AMOUNT: 4,111. DESCRIPTION: DANCERS' EXPENSES. AMOUNT: 3,023. DESCRIPTION: DEPRECIATION. AMOUNT: 15,079. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 904. DESCRIPTION: EQUIPMENT RENTAL AND MAINTENANCE. AMOUNT: 1,397. DESCRIPTION: FUNDRAISING. AMOUNT: 2,153. DESCRIPTION: INSURANCE. AMOUNT: 2,388. DESCRIPTION: INTEREST. AMOUNT: 809. DESCRIPTION: MEETING & CONFERENCES. AMOUNT: 422. DESCRIPTION: PAYROLL TAXES. AMOUNT: 7,524. DESCRIPTION: POSTAGE & MESSENGER. AMOUNT: 320. DESCRIPTION: SUPPLIES. AMOUNT: 255. DESCRIPTION: TELEPHONE. AMOUNT: 1,558. DESCRIPTION: TRAVEL. AMOUNT: 3,476. TOTAL TO FORM 990-EZ, LINE 16: 44,314.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 1,091.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 5,097. END OF YEAR AMOUNT: 4,142. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 2,676. END OF YEAR AMOUNT: 2,789. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 28,839. END OF YEAR AMOUNT: 21,035.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 9,073. END OF YEAR AMOUNT: 10,549. DESCRIPTION: LOANS PAYABLE . BEG. OF YEAR AMOUNT: 21,750. END OF YEAR AMOUNT: 8,192. DESCRIPTION: DEFERRED INCOME. BEG. OF YEAR AMOUNT: 16,393. END OF YEAR AMOUNT: 11,409.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG BRASHEAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02124318489
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLEBY FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0D/B/A REBECCA KELLY BALLET
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0133002239
ReturnHeader/Filer/PhoneNum02124318489
ReturnHeader/Filer/USAddress/AddressLine1Txt0579 BROADWAY NO 4B
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010012
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.136.113.242
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm007:20:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132688836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGOFF & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 LEXINGTON AVENUE 6TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100176603
ReturnHeader/PreparerPersonGrp/PhoneNum02125575666
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL K BRACE
ReturnHeader/ReturnTs02020-11-12T16:35:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
2019Detailed filing. Detailed filing data is available for this year.$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