Civic Intelligence

The Appleford Committee

990 • Fiscal year 2017 • EIN 23-7374975

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 13, 2018

770 Mount Moro RoadVillanova, PA 19085

(610) 527-4280

Siviq Scores

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

Liabilities / Assets

41st percentile

0.05x

Higher debt load relative to assets than 41% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.20x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

47th percentile

2.2%

Higher net margin than 47% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

39th percentile

0.2%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

26%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,505,243

Up $2,945 (+0.2%) from 2016

Net Assets

Up

$1,432,422

Up $7,945 (+0.6%) from 2016

Liabilities

Down

$72,821

Down $5,000 (-6.4%) from 2016

Revenue

Up

$358,496

Up $72,871 (+26%) from 2016

Expenses

Up

$350,551

Up $82,781 (+31%) from 2016

Net Income

Down

$7,945

Down $9,910 (-56%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,012,357Liabilities 2011: $65,721Net Assets 2011: $946,6362011Assets 2012: $967,054Liabilities 2012: $79,221Net Assets 2012: $887,8332012Assets 2013: $1,420,048Liabilities 2013: $96,021Net Assets 2013: $1,324,0272013Assets 2014: $1,482,918Liabilities 2014: $86,821Net Assets 2014: $1,396,0972014Assets 2015: $1,483,943Liabilities 2015: $77,321Net Assets 2015: $1,406,6222015Assets 2016: $1,502,298Liabilities 2016: $77,821Net Assets 2016: $1,424,4772016Assets 2017: $1,505,243Liabilities 2017: $72,821Net Assets 2017: $1,432,4222017Assets 2018: $1,476,136Liabilities 2018: $53,821Net Assets 2018: $1,422,3152018Assets 2019: $1,415,643Liabilities 2019: $44,821Net Assets 2019: $1,370,8222019Assets 2020: $1,572,837Liabilities 2020: $158,821Net Assets 2020: $1,414,0162020Assets 2021: $2,160,475Liabilities 2021: $227,121Net Assets 2021: $1,933,3542021Assets 2022: $2,288,862Liabilities 2022: $245,421Net Assets 2022: $2,043,4412022Assets 2023: $2,333,710Liabilities 2023: $227,421Net Assets 2023: $2,106,2892023Assets 2024: $2,324,076Liabilities 2024: $225,200Net Assets 2024: $2,098,8762024

Highlighted filing

2017

Assets$1,505,243
Liabilities$72,821
Net Assets$1,432,422

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $299,5342011Expenses 2012: $362,5082012Revenue 2013: $662,431Expenses 2013: $226,237Net Income 2013: $436,1942013Revenue 2014: $346,965Expenses 2014: $274,895Net Income 2014: $72,0702014Revenue 2015: $314,049Expenses 2015: $303,524Net Income 2015: $10,5252015Revenue 2016: $285,625Expenses 2016: $267,770Net Income 2016: $17,8552016Revenue 2017: $358,496Expenses 2017: $350,551Net Income 2017: $7,9452017Revenue 2018: $286,769Expenses 2018: $296,876Net Income 2018: -$10,1072018Revenue 2019: $195,087Expenses 2019: $246,580Net Income 2019: -$51,4932019Revenue 2020: $215,360Expenses 2020: $172,166Net Income 2020: $43,1942020Revenue 2021: $852,791Expenses 2021: $333,453Net Income 2021: $519,3382021Revenue 2022: $461,699Expenses 2022: $351,612Net Income 2022: $110,0872022Revenue 2023: $526,463Expenses 2023: $463,615Net Income 2023: $62,8482023Revenue 2024: $612,227Expenses 2024: $619,640Net Income 2024: -$7,4132024

Highlighted filing

2017

Revenue$358,496
Expenses$350,551
Net Income$7,945
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 13, 2018
Return Version
2017v2.2
Gross Receipts
$518,940
Mission and Program Overview

Mission

Horticultural conservation

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,424,477$1,432,422▲ $7,945
Investments in Publicly Traded Securities$1,424,477$1,424,490▲ $13
Cash and Non-Interest-Bearing Accounts-$7,932-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,502,298$1,505,243▲ $2,945
Other Assets Total$77,821$72,821▼ $5,000
Liabilities
Other Liabilities$77,821$72,821▼ $5,000
Total Liabilities$77,821$72,821▼ $5,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,424,477$1,432,422▲ $7,945
Total Liabilities and Net Assets / Fund Balance$1,502,298$1,505,243▲ $2,945
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$24,632
Program Service Revenue
$0
Investment Income
$56,500
Other Revenue
$277,364
All Other Contributions
$18,657
Change in Net Assets
$7,945

Audited Revenue Reconciliation

Revenue per Audited Statements
$358,496
Total Revenue per Audited Statements
$358,496
Total Revenue per Form 990
$358,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$350,551
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$29,012--$29,012
All Other Expenses-$15,136-$15,136
Fees for Service Investment Mgmnt Fees-$9,838-$9,838
Total Functional Expenses$325,577$24,974$0$350,551

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$350,551
Total Expenses per Audited Statements$350,551
Total Expenses per Form 990$350,551
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$389,282
Fundraising Direct Expenses$111,918
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$389,282$389,282-$389,282
Total Events$389,282$389,282$111,918$277,364
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$72,821
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Some members of the executive committee review the form 990.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The information is available upon request.

Filing and Contact Details

Filer

Filer Name
The Appleford Committee
EIN
23-7374975
Phone
6105274280
Address
770 MOUNT MORO ROAD, VILLANOVA, PA 19085

Signing Officer

Name
Mary Kate Miller
Title
Treasurer
Signed
2018-09-13
Discuss with paid preparer
Yes

Organization Details

Formed
1974
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
2
Volunteers
37

Preparer

Firm
Beucler Kelly & Irwin Ltd
Address
125 STRAFFORD AVE STE 116, WAYNE, PA 19087-3388
Preparer
Janine Bovatsek
Phone
6106883200
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The Committee follows the accounting requirements for uncertain tax positions, Financial Accounting Standards Board Accounting Standards Codification (FASB ASC) 740, Income Taxes. Under FASB ASC 740, an entity must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more likely than not the position will be sustained. Management does not believe there are any material uncertain tax positions and, accordingly, it did not recognize any liability for unrecognized tax benefits. The Committees federal information returns for 2014 and forward are subject to examination, generally for three years after filing.

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IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt023290
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt044440
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0267770
IRS990/PYOtherRevenueAmt0217895
IRS990/PYRevenuesLessExpensesAmt017855
IRS990/PYTotalExpensesAmt0267770
IRS990/PYTotalRevenueAmt0285625
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07945
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01424477
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01432422
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018664
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021792
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0109522
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt039788
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt037230
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt034112
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt033786
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt034043
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0178959
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0389282
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0363271
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0375834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0372212
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0340260
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01840859
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt039788
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt037230
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt034112
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt033786
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt034043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0178959
IRS990ScheduleA/InvestmentIncomeCYPct00.08400
IRS990ScheduleA/InvestmentIncomePYPct00.08330
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91600
IRS990ScheduleA/PublicSupportPY509Pct00.91670
IRS990ScheduleA/PublicSupportTotal509Amt01950381
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0413914
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0386561
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0396978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0390876
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0362052
IRS990ScheduleA/Total509Grp/TotalAmt01950381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0453702
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0423791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0431090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0424662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0396095
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02129340
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0350551
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt072821
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt0358496
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Committee follows the accounting requirements for uncertain tax positions, Financial Accounting Standards Board Accounting Standards Codification (FASB ASC) 740, Income Taxes. Under FASB ASC 740, an entity must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more likely than not the position will be sustained. Management does not believe there are any material uncertain tax positions and, accordingly, it did not recognize any liability for unrecognized tax benefits. The Committees federal information returns for 2014 and forward are subject to examination, generally for three years after filing.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt0350551
IRS990ScheduleD/TotalLiabilityAmt072821
IRS990ScheduleD/TotalRevenuePerForm990Amt0358496
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0358496
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0350551
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0111918
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0389282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0389282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0389282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0389282
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0277364
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0111918
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0111918
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOME MEMBERS OF THE EXECUTIVE COMMITTEE REVIEW THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01502298
IRS990/TotalAssetsEOYAmt01505243
IRS990/TotalAssetsGrp/BOYAmt01502298
IRS990/TotalAssetsGrp/EOYAmt01505243
IRS990/TotalCompGreaterThan150KInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.23$2.10$0.61$0.62$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.23$2.11$0.53$0.46$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.25$2.04$0.46$0.35$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.23$1.93$0.85$0.33$0.52
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.16$1.41$0.22$0.17$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.42$0.04$1.37$0.20$0.25$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.05$1.42$0.29$0.30$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.07$1.43$0.36$0.35$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.50$0.08$1.42$0.29$0.27$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.08$1.41$0.31$0.30$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.09$1.40$0.35$0.27$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.42$0.10$1.32$0.66$0.23$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.08$0.89$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.07$0.95$0.30