Civic Intelligence

Apple Orchard Trust

990 • Fiscal year 2013 • EIN 22-2804764

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 15, 2014

Organization ProfileN/A
282 D Newton Street02445

(617) 738-8834

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M 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 / Assets12th percentile

Assets

Up

$2,814,244

Up $337,783 (+14%) from 2012

Net Assets

Up

$2,814,244

Up $337,783 (+14%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin98th percentile

Revenue

$363,419

No earlier filing loaded for comparison.

Expenses

Up

$25,636

Up $2,287 (+9.8%) from 2012

Net Income

$337,783

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,038,412Liabilities 2010: $0Net Assets 2010: $2,038,4122010Assets 2011: $2,242,877Liabilities 2011: $0Net Assets 2011: $2,242,8772011Assets 2012: $2,476,461Liabilities 2012: $0Net Assets 2012: $2,476,4612012Assets 2013: $2,814,244Liabilities 2013: $0Net Assets 2013: $2,814,2442013Assets 2014: $3,941,493Liabilities 2014: $0Net Assets 2014: $3,941,4932014Assets 2015: $4,026,995Liabilities 2015: $0Net Assets 2015: $4,026,9952015Assets 2016: $4,378,859Liabilities 2016: $0Net Assets 2016: $4,378,8592016Assets 2017: $5,387,537Liabilities 2017: $0Net Assets 2017: $5,387,5372017Assets 2018: $4,088,173Liabilities 2018: $0Net Assets 2018: $4,088,1732018Assets 2019: $4,392,177Liabilities 2019: $0Net Assets 2019: $4,392,1772019Assets 2020: $4,743,362Liabilities 2020: $0Net Assets 2020: $4,743,3622020Assets 2021: $5,193,776Liabilities 2021: $0Net Assets 2021: $5,193,7762021Assets 2022: $5,685,118Liabilities 2022: $1,352Net Assets 2022: $5,683,7662022Assets 2023: $5,962,302Liabilities 2023: $0Net Assets 2023: $5,962,3022023Assets 2024: $6,942,988Liabilities 2024: $4,003Net Assets 2024: $6,938,9852024

Highlighted filing

2013

Assets$2,814,244
Liabilities$0
Net Assets$2,814,244
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Expenses 2010: $40,4312010Expenses 2011: $16,5382011Expenses 2012: $23,3492012Revenue 2013: $363,419Expenses 2013: $25,636Net Income 2013: $337,7832013Revenue 2014: $169,394Expenses 2014: $25,118Net Income 2014: $144,2762014Revenue 2015: $384,041Expenses 2015: $153,590Net Income 2015: $230,4512015Revenue 2016: $327,276Expenses 2016: $194,037Net Income 2016: $133,2392016Revenue 2017: $433,265Expenses 2017: $69,420Net Income 2017: $363,8452017Revenue 2018: $419,895Expenses 2018: $64,915Net Income 2018: $354,9802018Revenue 2019: $403,795Expenses 2019: $99,791Net Income 2019: $304,0042019Revenue 2020: $401,470Expenses 2020: $50,285Net Income 2020: $351,1852020Revenue 2021: $819,647Expenses 2021: $369,233Net Income 2021: $450,4142021Revenue 2022: $637,685Expenses 2022: $147,695Net Income 2022: $489,9902022Revenue 2023: $413,354Expenses 2023: $134,818Net Income 2023: $278,5362023Revenue 2024: $1,139,579Expenses 2024: $162,896Net Income 2024: $976,6832024

Highlighted filing

2013

Revenue$363,419
Expenses$25,636
Net Income$337,783
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 15, 2014
Return Version
2013v3.1
Gross Receipts
$640,335
Mission and Program Overview

Mission

Provide financial support for the

Provide financial support for the students and teaching staff of The Apple Orchard School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,476,461$2,814,244▲ $337,783
Investments in Publicly Traded Securities$1,395,795$1,723,403▲ $327,608
Savings and Temporary Cash Investments$812,277$821,564▲ $9,287
Cash and Non-Interest-Bearing Accounts$18,009$19,049▲ $1,040
Land, Buildings, and Equipment, Net$380$228▼ $152
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,476,461$2,814,244▲ $337,783
Other Assets Total$250,000$250,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,476,461$2,814,244▲ $337,783
Total Liabilities and Net Assets / Fund Balance$2,476,461$2,814,244▲ $337,783

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$228$14,360$14,588
Other Land Buildings-$9,920$9,920
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Kathleen JorgensenTrustee
M Lee AlbrightTrustee
Robert Hurlburt JrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$144,781
Program Service Revenue
$0
Investment Income
$88,647
Other Revenue
$129,991
All Other Contributions
$144,781
Change in Net Assets
$337,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,375
Salaries, Compensation, and Employee Benefits$261
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$4,275-$4,275
All Other Expenses-$261-$261
Payroll Taxes-$261-$261
Other Expenses$400$174-$174
Depreciation Depletion-$152-$152
Office Expenses-$144-$144
Total Functional Expenses$17,869$7,767$0$25,636
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$189,027
Fundraising Direct Expenses$59,036
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$189,027$189,027$59,036$129,991
Total Events$189,027$189,027$59,036$129,991
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“The return and financials are reviewed by the signing trustee prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The returns and financial statements are available to the public upon written request.”

Filing and Contact Details

Filer

EIN
22-2804764
Phone
6177388834

Signing Officer

Name
M Lee Albright
Title
Trustee
Signed
2014-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
M Lee Albright
Formed
1987
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Preparer
Robert B McNitt
Phone
7812375090
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0333808
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0258990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0233134
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0231417
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0174780
IRS990ScheduleA/Total509Grp/TotalAmt01232129
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0408645
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0312091
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0281995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0269772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0206867
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01479370
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0228
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014360
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014588
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09920
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09920
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0228
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0250000
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt059036
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0189027
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0189027
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0189027
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0189027
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Auction and Fair revenue
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0129991
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt059036
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt059036
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The return and financials are reviewed by the signing trustee prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The returns and financial statements are available to the public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02476461
IRS990/TotalAssetsEOYAmt02814244
IRS990/TotalAssetsGrp/BOYAmt02476461
IRS990/TotalAssetsGrp/EOYAmt02814244
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0144781
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07767
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt017869
IRS990/TotalFunctionalExpensesGrp/TotalAmt025636
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02476461
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02814244
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0129991
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt088647
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0363419
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02476461
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02814244
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10282 C Newton Street
IRS990/USAddress/City0Brookline
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode002445
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0M Lee Albright
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10Apple Orchard Trust
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0222804764
ReturnHeader/Filer/PhoneNum06177388834
ReturnHeader/Filer/USAddress/AddressLine10282 D Newton Street
ReturnHeader/Filer/USAddress/City0Brookline
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002445
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10McNitt & Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1040 Grove St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Wellesley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0024827736
ReturnHeader/PreparerPersonGrp/PhoneNum07812375090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert B McNitt
ReturnHeader/ReturnTs02014-09-15T13:41:34-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,814,244
Liabilities
$0
Net assets
$2,814,244
Revenue
$363,419
Expenses
$25,636
Net income
$337,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$1.14$0.16$0.98
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.96$0.00$5.96$0.41$0.13$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.69$0.00$5.68$0.64$0.15$0.49
2021Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.82$0.37$0.45
2020Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.40$0.05$0.35
2019Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.40$0.10$0.30
2018Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.42$0.06$0.35
2017Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.43$0.07$0.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.00$4.38$0.33$0.19$0.13
2015Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.38$0.15$0.23
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.00$3.94$0.17$0.03$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.36$0.03$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.00$2.48$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.00$2.24$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$0.04