Civic Intelligence

Apple Orchard Trust

990 • Fiscal year 2023 • EIN 22-2804764

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

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

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

48th percentile

4.9%

Faster asset growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-35%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$5,962,302

Up $277,184 (+4.9%) from 2022

Net Assets

Up

$5,962,302

Up $278,536 (+4.9%) from 2022

Liabilities

Down

$0

Down $1,352 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin94th percentile

Revenue

Down

$413,354

Down $224,331 (-35%) from 2022

Expenses

Down

$134,818

Down $12,877 (-8.7%) from 2022

Net Income

Down

$278,536

Down $211,454 (-43%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2023

Assets$5,962,302
Liabilities$0
Net Assets$5,962,302
Open 2023 Filing

Operations Trend

Revenue Growth10th 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

2023

Revenue$413,354
Expenses$134,818
Net Income$278,536
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Gross Receipts
$2,182,815
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$4,252,417$4,327,401▲ $74,984
Savings and Temporary Cash Investments$862,734$1,342,389▲ $479,655
Cash and Non-Interest-Bearing Accounts$549,665$287,627▼ $262,038
Land, Buildings, and Equipment, Net$3,881$223▼ $3,658
Total Assets$5,685,118$5,962,302▲ $277,184
Other Assets Total$16,421$4,662▼ $11,759
Liabilities
Accounts Payable and Accrued Expenses$1,352$0▼ $1,352
Total Liabilities$1,352$0▼ $1,352
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,683,766$5,962,302▲ $278,536
Total Net Assets Fund Balance$5,683,766$5,962,302▲ $278,536
Total Liabilities and Net Assets / Fund Balance$5,685,118$5,962,302▲ $277,184

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$223$42,575$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
$295,333
Program Service Revenue
$105,974
Investment Income
$24,483
Other Revenue
$-12,436
All Other Contributions
$295,333
Change in Net Assets
$278,536
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$105,178
Grants and Similar Amounts Paid$29,640
Total Fundraising Expense$11,713
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$32,345-$32,345
Grants to Domestic Orgs$29,640--$29,640
Conferences and Meetings-$2,488$10,036$12,524
Fees for Services Accounting-$11,888-$11,888
Depreciation Depletion-$3,658-$3,658
Fees for Services Other-$2,400-$2,400
Office Expenses-$10$880$890
Other Expenses-$1,202$300$300
Advertising--$250$250
Travel--$247$247
Interest-$17-$17
Total Functional Expenses$29,640$93,465$11,713$134,818
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Apple Orchard School IncBrookline, MA-Scholarship Assitance to Students of School$29,640
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$40,609
Fundraising Gross Income$28,173
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fair$21,515$21,515$36,602$-15,087
Merchandise Sales$6,658$6,658$4,007$2,651
Total Events$28,173$28,173$40,609$-12,436
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
2024-05-07
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
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“Apple orchard trust prepares form 990 using a tax basis of accounting”

Raw XML AppendixShowing 400 of 441 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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IRS990ScheduleA/Total509Grp/TotalAmt01716423
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0379378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0440746
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0534121
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0294183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0425704
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02074132
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/BookValueAmt0223
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt042575
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt042798
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0223
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040609
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MERCHANDISE SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06658
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028173
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06658
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028173
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-12436
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040609
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt036602
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04007
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt029640
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/ExplanationTxt2APPLE ORCHARD TRUST PREPARES FORM 990 USING A TAX BASIS OF ACCOUNTING
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
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/InvolvedAmt016200
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
IRS990/TotalAssetsBOYAmt05685118
IRS990/TotalAssetsEOYAmt05962302
IRS990/TotalAssetsGrp/BOYAmt05685118
IRS990/TotalAssetsGrp/EOYAmt05962302
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0295333
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011713
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt093465
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029640
IRS990/TotalFunctionalExpensesGrp/TotalAmt0134818
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01352
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01352
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05683766
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05962302
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0105974
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0105974
IRS990/TotalProgramServiceExpensesAmt029640
IRS990/TotalProgramServiceRevenueAmt0105974
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-12436
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0130457
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0413354
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05685118
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05962302
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt0247
IRS990/TravelGrp/TotalAmt0247
IRS990/TrnsfrExmptNonChrtblRltdOrgInd01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,962,302
Liabilities
$0
Net assets
$5,962,302
Revenue
$413,354
Expenses
$134,818
Net income
$278,536
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
2023Detailed filing. Detailed filing data is available for this year.$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

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