Civic Intelligence

Appelt Family Foundation

EIN 20-8438048 • Houston, TX

Pub. 78 Eligible
3701 Kirby Dr 1030Houston, TX 77098
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

71st percentile

22%

Higher net margin than 71% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

28th percentile

$30,000

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

45th percentile

2.6%

Faster asset growth than 45% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

12%

Faster revenue growth than 56% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$10,172,071

Up $257,027 (+2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$10,172,071

Up $257,027 (+2.6%) from 2023

Revenue

Up

$1,153,101

Up $123,868 (+12%) from 2023

Expenses

Up

$896,074

Up $514,494 (+135%) from 2023

Net Income

Down

$257,027

Down $390,626 (-60%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $1Liabilities 2012: $02012Assets 2013: $1Liabilities 2013: $02013Assets 2014: $1Liabilities 2014: $02014Assets 2015: $1Liabilities 2015: $02015Assets 2019: $100,000Liabilities 2019: $0Net Assets 2019: $100,0002019Assets 2020: $100,000Liabilities 2020: $0Net Assets 2020: $100,0002020Assets 2021: $858,668Liabilities 2021: $0Net Assets 2021: $858,6682021Assets 2022: $9,267,391Liabilities 2022: $0Net Assets 2022: $9,267,3912022Assets 2023: $9,915,044Liabilities 2023: $0Net Assets 2023: $9,915,0442023Assets 2024: $10,172,071Liabilities 2024: $0Net Assets 2024: $10,172,0712024

Highlighted filing

2024

Assets$10,172,071
Liabilities$0
Net Assets$10,172,071

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Revenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $1,257,665Expenses 2021: $0Net Income 2021: $1,257,6652021Revenue 2022: $14,058,650Expenses 2022: $90,137Net Income 2022: $13,968,5132022Revenue 2023: $1,029,233Expenses 2023: $381,580Net Income 2023: $647,6532023Revenue 2024: $1,153,101Expenses 2024: $896,074Net Income 2024: $257,0272024

Highlighted filing

2024

Revenue$1,153,101
Expenses$896,074
Net Income$257,027

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie S TysorPresident, DirectorPT$30,000-$30,000
Gary L AppeltVP, Director-$0--
Kenneth L AppeltDirector-$0--
Amy Appelt WallingfordDirector-$0--
Carrie Appelt RichardsonDirector-$0--
Filing and Contact Details

Filer

Filer Name
Appelt Family Foundation
EIN
20-8438048
Phone
7135247200
Address
3701 Kirby Dr 1030, Houston, TX 77098

Signing Officer

Name
Julie Tysor Taetz
Title
President, Director
Phone
7135247200
Signed
2025-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Kurt Coburn
Phone
7134395739
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AppliedToPriorYearElection/ElectionDesc0Pursuant to Code Sec. 4942(h) and Reg 53.4942(a)-3(d)(2) the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from designated prior years in the following amounts:Tax Year Amount December 31, 2018 $2,817December 31, 2019 $5,005December 31, 2020 $4,925December 31, 2021 $6,504
CompensationExplanation/CompensationExplanationGrp/PersonNm0Julie S Tysor
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0The foundation paid a management fee of $60,000 to The Appelt Company, reported on Part I, Line 16c, for ordinary and necessary personal services performed for the foundation during the tax year. Julie Tysor is employed by The Appelt Company. She is not employed or compensated by the foundation. The fee is not paid to Julie Tysor directly, but it is estimated that approximately half of the fee is attributed to her services performed for the foundation. The foundation is making this disclosure pursuant to revised IRS guidance per Announcement 2021-18.
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