Civic Intelligence

Apple Orchard Trust

990 • Fiscal year 2022 • EIN 22-2804764

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 24, 2023

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

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

68th percentile

9.5%

Faster asset growth than 68% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-22%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$5,685,118

Up $491,342 (+9.5%) from 2021

Net Assets

Up

$5,683,766

Up $489,990 (+9.4%) from 2021

Liabilities

Up

$1,352

Up $1,352 from 2021

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin95th percentile

Revenue

Down

$637,685

Down $181,962 (-22%) from 2021

Expenses

Down

$147,695

Down $221,538 (-60%) from 2021

Net Income

Up

$489,990

Up $39,576 (+8.8%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2022

Assets$5,685,118
Liabilities$1,352
Net Assets$5,683,766
Open 2022 Filing

Operations Trend

Revenue Growth17th 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

2022

Revenue$637,685
Expenses$147,695
Net Income$489,990
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 24, 2023
Return Version
2022v5.0
Gross Receipts
$2,505,922
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$4,120,003$4,252,417▲ $132,414
Savings and Temporary Cash Investments$791,780$862,734▲ $70,954
Cash and Non-Interest-Bearing Accounts$232,704$549,665▲ $316,961
Land, Buildings, and Equipment, Net$7,539$3,881▼ $3,658
Total Assets$5,193,776$5,685,118▲ $491,342
Other Assets Total$41,750$16,421▼ $25,329
Liabilities
Accounts Payable and Accrued Expenses$0$1,352▲ $1,352
Total Liabilities$0$1,352▲ $1,352
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,193,776$5,683,766▲ $489,990
Total Net Assets Fund Balance$5,193,776$5,683,766▲ $489,990
Total Liabilities and Net Assets / Fund Balance$5,193,776$5,685,118▲ $491,342

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,881$38,917$42,798
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$369,571
Program Service Revenue
$13,034
Investment Income
$255,080
Other Revenue
$0
All Other Contributions
$331,528
Change in Net Assets
$489,990
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,812
Total Fundraising Expense$70,145
Grants and Similar Amounts Paid$19,883
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising--$37,423$37,423
Conferences and Meetings--$26,668$26,668
Fees for Service Investment Mgmnt Fees-$24,136-$24,136
Grants to Domestic Orgs$19,883--$19,883
Fees for Services Accounting-$11,468-$11,468
Fees for Services Other--$3,685$3,685
Depreciation Depletion-$3,658-$3,658
Office Expenses-$1,325$920$2,245
Other Expenses-$1,356$1,449$1,356
All Other Expenses-$972-$972
Interest-$105-$105
Total Functional Expenses$19,883$57,667$70,145$147,695
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Apple Orchard School IncBrookline, MA-Scholarship Assitance to Students of School$19,883
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 board 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
2023-07-24
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
6

Preparer

Firm
Katz Nannis Solomon Pc
Address
800 SOUTH STREET SUITE 250, WALTHAM, MA 02453-1480
Preparer
Jeffrey D Solomon CPA
Phone
7814538700
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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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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/BookValueAmt03881
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt038917
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt042798
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03881
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt019883
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
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN AND FINANCIALS ARE REVIEWED BY THE BOARD PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt014400
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0APPLE ORCHARD SCHOOL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt05685118
IRS990/TotalAssetsGrp/BOYAmt05193776
IRS990/TotalAssetsGrp/EOYAmt05685118
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0369571
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt070145
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057667
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt019883
IRS990/TotalFunctionalExpensesGrp/TotalAmt0147695
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01352
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01352
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05193776
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05683766
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt013034
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt013034
IRS990/TotalProgramServiceExpensesAmt019883
IRS990/TotalProgramServiceRevenueAmt013034
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0268114
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0637685
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05193776
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05685118
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd01
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
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTINA ALBRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06177388834
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLE ORCHARD TRUST
ReturnHeader/Filer/BusinessNameControlTxt0APPL

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,685,118
Liabilities
$1,352
Net assets
$5,683,766
Revenue
$637,685
Expenses
$147,695
Net income
$489,990
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
2022Detailed filing. Detailed filing data is available for this year.$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