Civic Intelligence

Appleby Foundation Inc.

990EZ • Fiscal year 2022 • EIN 13-3002239

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 30, 2023

PO Box 984Au Sable Forks, NY 12912

(646) 734-0703

Siviq Scores

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

Liabilities / Assets

65th percentile

0.03x

Higher debt load relative to assets than 65% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Source year 2022

Net Margin

81st percentile

36%

Higher net margin than 81% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$3,600

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2022 filings • NTEE A • <$500k nonprofits • Source year 2022

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

3.7%

Faster revenue growth than 41% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$229,740

Up $26,188 (+13%) from 2021

Net Assets

Up

$223,157

Up $22,632 (+11%) from 2021

Liabilities

Up

$6,583

Up $3,556 (+117%) from 2021

Revenue

Up

$63,005

Up $2,242 (+3.7%) from 2021

Expenses

Down

$40,373

Down $21,847 (-35%) from 2021

Net Income

Up

$22,632

Up $24,089 (+1653%) from 2021

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

2022

Assets$229,740
Liabilities$6,583
Net Assets$223,157

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

2022

Revenue$63,005
Expenses$40,373
Net Income$22,632
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 30, 2023
Return Version
2022v5.0
Gross Receipts
$63,005
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.

Create, develop, and present works and ideas that connect artists and audiences, children and adults, and to strengthen and enliven communities through diverse exposure, access to, and participation in the arts. In all our creative expression, our work reminds us to remain ever-inventive and responsive to a changing environment.

Program Services

DescriptionGrantsExpenses
THE TAHAWUS CENTER, A CENTER FOR CULTURE AND COMMUNITY IN AU SABLE FORKS IN UPSTATE NY.$0$26,894
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRAIG BRASHEARExecutive DirectorFT$3,600-$3,600
REBECCA KELLYArtistic DirectorFT$3,600-$3,600
PAMELA GELLESTreasurer-$0--
ABBY NEWTONDirector-$0--
CARL MARXERPresident-$0--
PATRICIA TIDWELLDirector-$0--
VIRGINIA RUDERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Appleby Foundation Inc
EIN
13-3002239
Phone
6467340703
Address
PO BOX 984, AU SABLE FORKS, NY 12912

Signing Officer

Name
Craig Brashear
Title
Executive Director
Phone
6467340703
Signed
2023-06-30
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: 3. Description: 14234 route 9n, au sable, ny 12913. Amount: 14,100. Total to form 990-ez, line 8: 14,103.

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

Description: advertising. Amount: 1,803. Description: program supplies. Amount: 2,455. Description: depreciation. Amount: 9,436. Description: dues & subscriptions. Amount: 1,494. Description: insurance. Amount: 2,350. Description: office expenses. Amount: 949. Description: payroll taxes. Amount: 1,664. Description: program expenses - other. Amount: 389. Description: travel and meetings. Amount: 493. Description: telephone. Amount: 628. Description: equipment rental and maintenance. Amount: 1,476. Total to form 990-ez, line 16: 23,137.

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

Description: accounts receivable. Beg. Of year amount: 1,120. End of year amount: 1,130. Description: prepaid expenses. Beg. Of year amount: 1,030. End of year amount: 1,784. Description: grants receivable. Beg. Of year amount: 0. End of year amount: 10,000. Description: other depreciable assets. Beg. Of year amount: 15,966. End of year amount: 11,376.

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

Description: accounts payable. Beg. Of year amount: 3,027. End of year amount: 6,583.

Raw XML Appendix193 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ABBY NEWTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ARTISTIC DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherRevenueTotalAmt014103
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CREATE, DEVELOP, AND PRESENT WORKS AND IDEAS THAT CONNECT ARTISTS AND AUDIENCES, CHILDREN AND ADULTS, AND TO STRENGTHEN AND ENLIVEN COMMUNITIES THROUGH DIVERSE EXPOSURE, ACCESS TO, AND PARTICIPATION IN THE ARTS. IN ALL OUR CREATIVE EXPRESSION, OUR WORK REMINDS US TO REMAIN EVER-INVENTIVE AND RESPONSIVE TO A CHANGING ENVIRONMENT.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3. DESCRIPTION: 14234 ROUTE 9N, AU SABLE, NY 12913. AMOUNT: 14,100. TOTAL TO FORM 990-EZ, LINE 8: 14,103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING. AMOUNT: 1,803. DESCRIPTION: PROGRAM SUPPLIES. AMOUNT: 2,455. DESCRIPTION: DEPRECIATION. AMOUNT: 9,436. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 1,494. DESCRIPTION: INSURANCE. AMOUNT: 2,350. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 949. DESCRIPTION: PAYROLL TAXES. AMOUNT: 1,664. DESCRIPTION: PROGRAM EXPENSES - OTHER. AMOUNT: 389. DESCRIPTION: TRAVEL AND MEETINGS. AMOUNT: 493. DESCRIPTION: TELEPHONE. AMOUNT: 628. DESCRIPTION: EQUIPMENT RENTAL AND MAINTENANCE. AMOUNT: 1,476. TOTAL TO FORM 990-EZ, LINE 16: 23,137.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,120. END OF YEAR AMOUNT: 1,130. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,030. END OF YEAR AMOUNT: 1,784. DESCRIPTION: GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,000. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 15,966. END OF YEAR AMOUNT: 11,376.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 3,027. END OF YEAR AMOUNT: 6,583.
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 II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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.
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ReturnHeader/PreparerPersonGrp/PhoneNum02125575666
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ReturnHeader/ReturnTs02023-07-05T17:43:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRASHEAR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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