Civic Intelligence

Apple Orchard Trust

990 • Fiscal year 2021 • EIN 22-2804764

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 12, 2023

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

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

88th percentile

55%

Higher net margin than 88% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

50th percentile

9.5%

Faster asset growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

104%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$5,193,776

Up $450,414 (+9.5%) from 2020

Net Assets

Up

$5,193,776

Up $450,414 (+9.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$819,647

Up $418,177 (+104%) from 2020

Expenses

Up

$369,233

Up $318,948 (+634%) from 2020

Net Income

Up

$450,414

Up $99,229 (+28%) 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: $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$5,193,776
Liabilities$0
Net Assets$5,193,776

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: $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$819,647
Expenses$369,233
Net Income$450,414
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 12, 2023
Return Version
2021v4.2
Gross Receipts
$2,071,117
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$4,120,003▲ $862,695
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$5,193,776▲ $450,414
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$5,193,776▲ $450,414
Total Net Assets Fund Balance$4,743,362$5,193,776▲ $450,414
Total Liabilities and Net Assets / Fund Balance$4,743,362$5,193,776▲ $450,414

Asset Categories

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

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$414,918
Program Service Revenue
$15,610
Investment Income
$389,119
Other Revenue
$0
All Other Contributions
$403,027
Change in Net Assets
$450,414
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$248,615
Other Expenses$120,618
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
Fees for Service Investment Mgmnt Fees-$17,514-$17,514
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$45,173$60,687$369,233
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
2023-07-12
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

Form 990 has been prepared using tax basis accounting method

Form 990

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

Form 990

The form 990 was amended to correct reporting of investment income from brokerage accounts inadvertently omitted in original filing. Parts and lines that changed due to corrections and adjustments: part i, lines 9,10,12,17,18,19,20 & 22 part viii, lines 2f,2g,7a,7b,7c,7d & 12 part ix, lines 11f & 25 part x, lines 11,16,27,32 & 33 part xi, lines 1,2,3 & 10

Raw XML AppendixShowing 400 of 436 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
IRS990/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE FINANCIAL SUPPORT FOR THE STUDENT AND TEACHING STAFF OF THE APPLE ORCHARD SCHOOL
IRS990/AllOtherContributionsAmt0403027
IRS990/AllOtherExpensesGrp/FundraisingAmt02660
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02665
IRS990/AllOtherExpensesGrp/TotalAmt05325
IRS990/AmendedReturnInd0X
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0M LEE ALBRIGHT
IRS990/BooksInCareOfDetail/PhoneNum06077316463
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0282 NEWTON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BROOKLINE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002445
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt070573
IRS990/CashNonInterestBearingGrp/EOYAmt0232704
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt014758
IRS990/ConferencesMeetingsGrp/TotalAmt014758
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt011891
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0414918
IRS990/CYGrantsAndSimilarPaidAmt0248615
IRS990/CYInvestmentIncomeAmt0389119
IRS990/CYOtherExpensesAmt0120618
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt015610
IRS990/CYRevenuesLessExpensesAmt0450414
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0369233
IRS990/CYTotalFundraisingExpenseAmt060687
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0819647
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03658
IRS990/DepreciationDepletionGrp/TotalAmt03658
IRS990/Desc0SCHOLARSHIP AND STUDENT LOAN ASSIATANCE TO STUDENT AND TEACHING STAFF AT APPLE ORCHARD SCHOOL
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0248615
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06208
IRS990/FeesForServicesAccountingGrp/TotalAmt06208
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt07840
IRS990/FeesForServicesManagementGrp/TotalAmt07840
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt017514
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt017514
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0M LEE ALBRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm1DIANA WALCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm2MARTINA ALRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm3VICTORIA HACKETT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt011891
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0276983
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0248615
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt019315
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt019315
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0229300
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0229300
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01528453
IRS990/GrossReceiptsAmt02071117
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt01181
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt01181
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0110955
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0110955
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03257308
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04120003
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt035259
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011197
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07539
IRS990/LandBldgEquipCostOrOtherBssAmt042798
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01251470
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE FINANCIAL SUPPORT FOR THE STUDENTS AND TEACHING STAFF OF THE APPLE ORCHARD SCHOOL
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04743362
IRS990/NetAssetsOrFundBalancesEOYAmt05193776
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0276983
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0276983
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04743362
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05193776
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0189
IRS990/OfficeExpensesGrp/TotalAmt0189
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt041750
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MERCHANDISE EXPENSE
IRS990/OtherExpensesGrp/Desc1FAIR EXPESNES
IRS990/OtherExpensesGrp/Desc2CONSULTING
IRS990/OtherExpensesGrp/Desc3FUNDRAISING EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt036433
IRS990/OtherExpensesGrp/FundraisingAmt116509
IRS990/OtherExpensesGrp/FundraisingAmt25085
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07099
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt036433
IRS990/OtherExpensesGrp/TotalAmt116509
IRS990/OtherExpensesGrp/TotalAmt27099
IRS990/OtherExpensesGrp/TotalAmt35085
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARTINA ALBRIGHT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0TEACHER PARENT WORKSHOPS AND COURSES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt014758
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0294183
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0107287
IRS990/PYOtherExpensesAmt050285
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0351185
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt050285
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0401470
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0450414
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01404284
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0791780
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0414499
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0294183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0239503
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0107127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0129720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01185032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0107731
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0136521
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0180337
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0166213
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0590802
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011891
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049680
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0204315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0189071
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0454957
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0107731
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0136521
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0180337
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0166213
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0590802
IRS990ScheduleA/InvestmentIncomeCYPct00.26480
IRS990ScheduleA/InvestmentIncomePYPct00.28770
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.73520
IRS990ScheduleA/PublicSupportPY509Pct00.71230
IRS990ScheduleA/PublicSupportTotal509Amt01639989
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0426390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0294183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0289183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0311442
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0318791
IRS990ScheduleA/Total509Grp/TotalAmt01639989
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0534121
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0294183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0425704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0491779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0485004
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02230791
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/ScheduleBRequiredInd01
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07539
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt035259
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt042798
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07539
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt019315
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT LOAN ASSITANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0STUDENT LOAN ASSITANCE TO TEACHING STAFF OF APPLE ORCHARD SCHOOL
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/RecipientTable/CashGrantAmt0229300
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIP ASSITANCE TO STUDENTS OF SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0APPLE ORCHARD SCHOOL INC
IRS990ScheduleI/RecipientTable/RecipientEIN0043193015
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/ExplanationTxt4THE FORM 990 WAS AMENDED TO CORRECT REPORTING OF INVESTMENT INCOME FROM BROKERAGE ACCOUNTS INADVERTENTLY OMITTED IN ORIGINAL FILING. PARTS AND LINES THAT CHANGED DUE TO CORRECTIONS AND ADJUSTMENTS: PART I, LINES 9,10,12,17,18,19,20 & 22 PART VIII, LINES 2F,2G,7A,7B,7C,7D & 12 PART IX, LINES 11F & 25 PART X, LINES 11,16,27,32 & 33 PART XI, LINES 1,2,3 & 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990
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/TotalAssetsEOYAmt05193776
IRS990/TotalAssetsGrp/BOYAmt04743362
IRS990/TotalAssetsGrp/EOYAmt05193776
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0414918
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt060687
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045173
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0263373
IRS990/TotalFunctionalExpensesGrp/TotalAmt0369233
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04743362
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05193776
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt015610
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt015610
IRS990/TotalProgramServiceExpensesAmt0263373
IRS990/TotalProgramServiceRevenueAmt015610
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0404729
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0819647
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04743362
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05193776
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $5M-$10M nonprofits