Civic Intelligence

Apple Orchard Trust

990 • Fiscal year 2021 • EIN 22-2804764

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A
282 D Newton StreetBrookline, MA 02445

(617) 738-8834

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$4,924,713

Up $181,351 (+3.8%) from 2020

Net Assets

Up

$4,924,713

Up $181,351 (+3.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Up

$533,071

Up $131,601 (+33%) from 2020

Expenses

Up

$351,719

Up $301,434 (+599%) from 2020

Net Income

Down

$181,352

Down $169,833 (-48%) from 2020

Historical Trend

Balance Sheet Trend

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: $4,924,713Liabilities 2021: $0Net Assets 2021: $4,924,7132021Assets 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

2021

Assets$4,924,713
Liabilities$0
Net Assets$4,924,713
Open 2021 Filing

Operations Trend

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: $533,071Expenses 2021: $351,719Net Income 2021: $181,3522021Revenue 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

2021

Revenue$533,071
Expenses$351,719
Net Income$181,352
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$533,071
Mission and Program Overview

Mission

Provide financial support for the

Provide financial support for the student and teaching staff of the apple orchard school

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,257,308$3,850,940▲ $593,632
Savings and Temporary Cash Investments$1,404,284$791,780▼ $612,504
Cash and Non-Interest-Bearing Accounts$70,573$232,704▲ $162,131
Land, Buildings, and Equipment, Net$11,197$7,539▼ $3,658
Total Assets$4,743,362$4,924,713▲ $181,351
Other Assets Total$0$41,750▲ $41,750
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,743,362$4,924,713▲ $181,351
Total Net Assets Fund Balance$4,743,362$4,924,713▲ $181,351
Total Liabilities and Net Assets / Fund Balance$4,743,362$4,924,713▲ $181,351

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,539$35,259$42,798
Compensation and Service Providers

Board Members and Trustees

NameTitle
Diana WalcottTrustee
M Lee AlbrightTrustee
Martina AlrightTrustee
Victoria HackettTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$414,918
Program Service Revenue
$0
Investment Income
$118,153
Other Revenue
$0
All Other Contributions
$403,027
Change in Net Assets
$181,352
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$248,615
Other Expenses$103,104
Total Fundraising Expense$60,687
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$229,300--$229,300
Grants to Domestic Individuals$19,315--$19,315
Conferences and Meetings$14,758--$14,758
Fees for Services Management-$7,840-$7,840
Fees for Services Accounting-$6,208-$6,208
All Other Expenses-$2,665$2,660$5,325
Other Expenses$0$7,099$5,085$5,085
Depreciation Depletion-$3,658-$3,658
Office Expenses-$189-$189
Total Functional Expenses$263,373$27,659$60,687$351,719
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Apple Orchard School IncBrookline, MA-Scholarship Assitance to Students of School$229,300
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
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
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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, Section B, Line 11B

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

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available upon request.”

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
Martina Albright
Title
Director
Phone
6177388834
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martina Albright
Formed
1987
Legal Domicile
Ma
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
3

Preparer

Firm
Katz Nannis Solomon Pc
Address
800 SOUTH STREET SUITE 250, WALTHAM, MA 02453-1480
Preparer
Jeffrey D Solomon CPA
Phone
7814538700
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“Form 990 has been prepared using tax basis accounting method”

FORM 990, PART XII, LINE 2C:

“The oversight process has not changed not changed from prior years.”

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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0282 D NEWTON ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BROOKLINE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002445
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN AND FINANCIALS ARE REVIEWED BY THE SIGNING TRUSTEE PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 HAS BEEN PREPARED USING TAX BASIS ACCOUNTING METHOD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE OVERSIGHT PROCESS HAS NOT CHANGED NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0043193015
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PRIVATE PRESCHOOL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0APPLE ORCHARD SCHOOL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0282 D NEWTON ST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BROOKLINE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd002445
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0248615
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1972
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt23146
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0APPLE ORCHARD SCHOOL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1APPLE ORCHARD SCHOOL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2APPLE ORCHARD SCHOOL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04743362
IRS990/TotalAssetsEOYAmt04924713
IRS990/TotalAssetsGrp/BOYAmt04743362
IRS990/TotalAssetsGrp/EOYAmt04924713
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0414918
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt060687
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027659
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0263373
IRS990/TotalFunctionalExpensesGrp/TotalAmt0351719
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04743362
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04924713
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0263373
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0118153
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0533071
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04743362
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04924713
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0282 D NEWTON STREET
IRS990/USAddress/CityNm0BROOKLINE
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002445
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTINA ALBRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06177388834
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLE ORCHARD TRUST
ReturnHeader/Filer/BusinessNameControlTxt0APPL

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,924,713
Liabilities
$0
Net assets
$4,924,713
Revenue
$533,071
Expenses
$351,719
Net income
$181,352
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
2021Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.53$0.35$0.18
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
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