Civic Intelligence

Apple Foundation

990PF • Fiscal year 2020 • EIN 31-6086244

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 03, 2021

Organization Profile
2021 Freeland AvenueCincinnati, OH 45208

(513) 391-9393

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

68th percentile

18%

Higher net margin than 68% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$4,800

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 30.8% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

51st percentile

1.7%

Faster asset growth than 51% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

138%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$164,810

Up $2,800 (+1.7%) from 2019

Net Assets

Up

$164,810

Up $2,800 (+1.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin68th percentile

Revenue

Up

$15,595

Up $9,044 (+138%) from 2019

Expenses

Down

$12,795

Down $3,006 (-19%) from 2019

Net Income

Up

$2,800

Up $12,050 (+130%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$300K$200K$100K$0Assets 2012: $199,320Liabilities 2012: $335Net Assets 2012: $198,9852012Assets 2013: $200,090Liabilities 2013: $0Net Assets 2013: $200,0902013Assets 2014: $225,751Liabilities 2014: $0Net Assets 2014: $225,7512014Assets 2015: $192,974Liabilities 2015: $0Net Assets 2015: $192,9742015Assets 2016: $176,110Liabilities 2016: $0Net Assets 2016: $176,1102016Assets 2017: $182,506Liabilities 2017: $0Net Assets 2017: $182,5062017Assets 2018: $171,260Liabilities 2018: $0Net Assets 2018: $171,2602018Assets 2019: $162,010Liabilities 2019: $0Net Assets 2019: $162,0102019Assets 2020: $164,810Liabilities 2020: $0Net Assets 2020: $164,8102020Assets 2021: $154,772Liabilities 2021: $0Net Assets 2021: $154,7722021Assets 2022: $143,880Liabilities 2022: $0Net Assets 2022: $143,8802022Assets 2023: $135,542Liabilities 2023: $0Net Assets 2023: $135,5422023Assets 2024: $139,864Liabilities 2024: $0Net Assets 2024: $139,8642024

Highlighted filing

2020

Assets$164,810
Liabilities$0
Net Assets$164,810
Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

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

$50K$0-$50KExpenses 2012: $11,6412012Revenue 2013: $21,905Expenses 2013: $20,800Net Income 2013: $1,1052013Revenue 2014: $47,762Expenses 2014: $22,101Net Income 2014: $25,6612014Revenue 2015: -$15,528Expenses 2015: $17,249Net Income 2015: -$32,7772015Revenue 2016: $4,207Expenses 2016: $21,071Net Income 2016: -$16,8642016Revenue 2017: $21,360Expenses 2017: $14,964Net Income 2017: $6,3962017Revenue 2018: $4,295Expenses 2018: $15,541Net Income 2018: -$11,2462018Revenue 2019: $6,551Expenses 2019: $15,801Net Income 2019: -$9,2502019Revenue 2020: $15,595Expenses 2020: $12,795Net Income 2020: $2,8002020Revenue 2021: $11,688Expenses 2021: $21,726Net Income 2021: -$10,0382021Revenue 2022: $11,205Expenses 2022: $22,099Net Income 2022: -$10,8942022Revenue 2023: $6,695Expenses 2023: $15,033Net Income 2023: -$8,3382023Revenue 2024: $20,305Expenses 2024: $15,983Net Income 2024: $4,3222024

Highlighted filing

2020

Revenue$15,595
Expenses$12,795
Net Income$2,800
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 3, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN MECONITrusteePT$4,800-$4,800
CHARLES SCHWAB CO INCAgentPT$0--
Filing and Contact Details

Filer

Filer Name
Apple Foundation
EIN
31-6086244
Address
2021 FREELAND AVENUE, Cincinnati, OH 45208

Signing Officer

Name
Megan Meconi
Title
Trustee
Phone
9374360050
Signed
2021-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Patricia Amy Bolin LLC CPA
Address
6432 Cheviot Road Suite 100, Cincinnati, OH 45247
Preparer
Patricia Amy Bolin
Phone
5137419900
Raw XML Appendix341 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt017740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CHARLES SCHWAB & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt045856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121968
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt321732
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt70
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHARLES SCHWAB & CO INC-AMER BAL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CHARLES SCHWAB & CO INC-SPROTT GLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CHARLES SCHWAB & CO INC-INTERM TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CHARLES SCHWAB & CO INC-US DIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CHARLES SCHWAB & CO INC-US LRG CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CHARLES SCHWAB & CO INC-US SM CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CHARLES SCHWAB & CO INC-VNGRD ST BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CHARLES SCHWAB & CO INC-XTRACTER US
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB - CAP GAIN DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc139089 SH XTRACKERS USD BND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27035180 SH AMER BAL FUNDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31089584 SH XTRACKERS USD BND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc437764 SH SPROTT GOLD EQUITY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MEGAN MECONI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES SCHWAB CO INC
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CARE AND CURE FOR THOSE WITH MYOTONIC DYSTROPHY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FURTHER RESEARCHFIND A CURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROVIDING SUPPORT FOR VIRGINIA TECH STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0OHIO STATE UNIVERSITY SCHLRSHP FND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3VIRGINIA TECH SCHOLARSHIP FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3800 WASHINGTN ST SW
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05291
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0959
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010716
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06250
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05425
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0959
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OH Atty General Filing Fee
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
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TaxesSchedule/TaxesDetail/CategoryTxt1Federal Taxes Paid
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt045
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN MECONI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09374360050
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0316086244
ReturnHeader/Filer/USAddress/AddressLine1Txt02021 FREELAND AVENUE
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045208
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311674741
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patricia Amy Bolin LLC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06432 Cheviot Road Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045247
ReturnHeader/PreparerPersonGrp/PhoneNum05137419900
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Amy Bolin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-11T17:12:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEGAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MECONI
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$164,810
Liabilities
$0
Net assets
$164,810
Revenue
$15,595
Expenses
$12,795
Net income
$2,800
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.20$0.16$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.07$0.15$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.11$0.22$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.12$0.22$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.16$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.07$0.16$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.04$0.16$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.21$0.15$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.04$0.21$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.16$0.17$0.33
2014Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.48$0.22$0.26
2013Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.22$0.21$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.12