Civic Intelligence

Apple Orchard Trust

990 • Fiscal year 2016 • EIN 22-2804764

Jan 01, 2016 to Dec 31, 2016 • Filed on May 13, 2017

Organization ProfileN/A
282 D Newton StreetBrookline, MA 02445

(617) 738-8834

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

90th percentile

41%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

70th percentile

8.7%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$4,378,859

Up $351,864 (+8.7%) from 2015

Net Assets

Up

$4,378,859

Up $351,864 (+8.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin90th percentile

Revenue

Down

$327,276

Down $56,765 (-15%) from 2015

Expenses

Up

$194,037

Up $40,447 (+26%) from 2015

Net Income

Down

$133,239

Down $97,212 (-42%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2016

Assets$4,378,859
Liabilities$0
Net Assets$4,378,859
Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

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

2016

Revenue$327,276
Expenses$194,037
Net Income$133,239
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 13, 2017
Return Version
2016v3.0
Gross Receipts
$400,247
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$4,026,995$4,378,859▲ $351,864
Investments in Publicly Traded Securities$3,236,125$3,407,293▲ $171,168
Savings and Temporary Cash Investments$777,852$928,602▲ $150,750
Cash and Non-Interest-Bearing Accounts$13,018$42,854▲ $29,836
Accounts Receivable-$110-
Total Assets$4,026,995$4,378,859▲ $351,864
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,026,995$4,378,859▲ $351,864
Total Liabilities and Net Assets / Fund Balance$4,026,995$4,378,859▲ $351,864
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$93,895
Program Service Revenue
$0
Investment Income
$52,132
Other Revenue
$181,249
All Other Contributions
$93,895
Change in Net Assets
$133,239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$194,037
Total Fundraising Expense$70,226
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$0$80,200$0$80,200
All Other Expenses$0$125$70,226$70,351
Fees for Services Accounting$0$14,030$0$14,030
Fees for Services Management$0$4,200$0$4,200
Office Expenses$0$1,004$0$1,004
Fees for Service Investment Mgmnt Fees$0$387$0$387
Total Functional Expenses$23,505$100,306$70,226$194,037
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$178,683
Gaming Gross Income$7,350
Gaming Direct Expenses$4,784
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction/Fundraiser$181,249$181,249$61,139$120,110
Total Events$181,249$181,249$61,139$120,110
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Filing and Contact Details

Filer

Filer Name
Apple Orchard Trust
EIN
22-2804764
Phone
6177388834
Address
282 D NEWTON STREET, BROOKLINE, MA 02445

Signing Officer

Name
M Lee Albright
Title
Trustee
Phone
6177388834
Signed
2017-05-13
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
Volunteers
0

Preparer

Firm
Robert J Digilio CPA Pc
Address
20 Middlesex Ave, Wilmington, MA 01887
Preparer
Robert Digilio
Phone
7813252972
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

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

Form 990, Part IX, Line 24E

“Fair expenses 27492. 0. 0. 27492.”

Form 990, Part IX, Line 24E

“Auction expenses 34193. 0. 0. 34193.”

Form 990, Part IX, Line 24E

“Merchandise 8541. 0. 0. 8541.”

Form 990, Part IX, Line 24E

“TAXES 125. 0. 125. 0.”

Raw XML Appendix367 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.

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IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt02566
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt0534
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt0534
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/StatesWhereGamingConductedCd0MA
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN AND FINANCIALS ARE REVIEWED BY THE SIGNING TRUSTEE PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FAIR EXPENSES 27492. 0. 0. 27492.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AUCTION EXPENSES 34193. 0. 0. 34193.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MERCHANDISE 8541. 0. 0. 8541.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAXES 125. 0. 125. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04026995
IRS990/TotalAssetsEOYAmt04378859
IRS990/TotalAssetsGrp/BOYAmt04026995
IRS990/TotalAssetsGrp/EOYAmt04378859
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt093895
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt070226
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0100306
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt023505
IRS990/TotalFunctionalExpensesGrp/TotalAmt0194037
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04026995
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04378859
IRS990/TotalProgramServiceExpensesAmt023505
IRS990/TotalRevenueGrp/ExclusionAmt0178683
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054698
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0327276
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04026995
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04378859
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0282 D NEWTON STREET
IRS990/USAddress/CityNm0BROOKLINE
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002445
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0M LEE ALBRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177388834
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLE ORCHARD TRUST
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0222804764
ReturnHeader/Filer/PhoneNum06177388834
ReturnHeader/Filer/USAddress/AddressLine1Txt0282 D NEWTON STREET
ReturnHeader/Filer/USAddress/CityNm0BROOKLINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002445
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId029911684F0EE558C10C172CBCF7091CE393B57B3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId029911684F0EE558C10C172CBCF7091CE393B57B3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.19.43.108
ReturnHeader/FilingSecurityInformation/IPDt02017-06-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:52:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT J DIGILIO CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 Middlesex Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wilmington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001887
ReturnHeader/PreparerPersonGrp/PhoneNum07813252972
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT DIGILIO
ReturnHeader/ReturnTs02017-06-23T07:52:22-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,378,859
Liabilities
$0
Net assets
$4,378,859
Revenue
$327,276
Expenses
$194,037
Net income
$133,239
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
2016Detailed filing. Detailed filing data is available for this year.$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
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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