Civic Intelligence

Apple Tree Foundation

990EZ • Fiscal year 2019 • EIN 47-4125179

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 17, 2020

Organization ProfileN/A
2543 Locust Hill RoadTaylors, SC 29687

(864) 238-5676

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

46th percentile

0.2%

Faster asset growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

104%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$514

Up $1 (+0.2%) from 2018

Net Assets

Up

$514

Up $531 (+3124%) from 2018

Liabilities

Down

$0

Down $530 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin86th percentile

Revenue

Up

$1,531

Up $781 (+104%) from 2018

Expenses

Down

$1,000

Down $110 (-9.9%) from 2018

Net Income

Up

$531

Up $891 (+248%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$3.0K$2.0K$1.0K$0-$1.0KAssets 2015: $424Liabilities 2015: $0Net Assets 2015: $4242015Assets 2016: $467Liabilities 2016: $0Net Assets 2016: $4672016Assets 2017: $343Liabilities 2017: $0Net Assets 2017: $3432017Assets 2018: $513Liabilities 2018: $530Net Assets 2018: -$172018Assets 2019: $514Liabilities 2019: $0Net Assets 2019: $5142019Assets 2020: $464Liabilities 2020: $0Net Assets 2020: $4642020Assets 2021: $743Liabilities 2021: $0Net Assets 2021: $7432021Assets 2022: $0Liabilities 2022: $14Net Assets 2022: -$142022Assets 2023: $2,678Liabilities 2023: $0Net Assets 2023: $2,6782023Assets 2024: $2,266Liabilities 2024: $25Net Assets 2024: $2,2412024

Highlighted filing

2019

Assets$514
Liabilities$0
Net Assets$514
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2015: $500Expenses 2015: $76Net Income 2015: $4242015Revenue 2016: $701Expenses 2016: $658Net Income 2016: $432016Revenue 2017: $2,176Expenses 2017: $2,300Net Income 2017: -$1242017Revenue 2018: $750Expenses 2018: $1,110Net Income 2018: -$3602018Revenue 2019: $1,531Expenses 2019: $1,000Net Income 2019: $5312019Revenue 2020: $1,183Expenses 2020: $1,233Net Income 2020: -$502020Revenue 2021: $5,532Expenses 2021: $5,253Net Income 2021: $2792021Revenue 2022: $22,550Expenses 2022: $23,307Net Income 2022: -$7572022Revenue 2023: $3,394Expenses 2023: $702Net Income 2023: $2,6922023Revenue 2024: $31,797Expenses 2024: $32,234Net Income 2024: -$4372024

Highlighted filing

2019

Revenue$1,531
Expenses$1,000
Net Income$531
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 17, 2020
Return Version
2019v5.1
Gross Receipts
$1,531
Mission and Program Overview

Mission

Philanthopy, volunteerism, grant-making

Program Services

DescriptionGrantsExpenses
PHILANTHOPY, VOLUNTEERISM, GRANT-MAKING$1,000$1,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER CARROLLTreasurer-$0--
BOBBY SAFRITVice Chairman-$0--
BRYCE SAFRITChairman-$0--
Filing and Contact Details

Filer

Filer Name
Apple Tree Foundation
EIN
47-4125179
Phone
8642385676
Address
2543 LOCUST HILL ROAD, TAYLORS, SC 29687

Signing Officer

Name
Jennifer Carroll
Title
Treasurer
Phone
8642385676
Signed
2020-04-17
Discuss with paid preparer
Yes

Preparer

Firm
The Cohen Company
Address
3443 PELHAM ROAD STE 100, GREENVILLE, SC 29615
Preparer
Jenifer J Cohen
Phone
8646799399
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 1.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: generations group. Grantee address: po box 80009 simpsonville, sc 29680. Date of gift: 01/14/19. Amount given: 1,000.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 530. End of year amount: 0.”

Raw XML Appendix145 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JENNIFER CARROLL
IRS990EZ/BooksInCareOfDetail/PhoneNum08642385676
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02543 LOCUST HILL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TAYLORS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029687
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0513
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0514
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01530
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0531
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0513
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0514
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt01531
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-17
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0514
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-17
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0514
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BOBBY SAFRIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRYCE SAFRIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRMAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PHILANTHOPY, VOLUNTEERISM, GRANT-MAKING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PHILANTHOPY, VOLUNTEERISM, GRANT-MAKING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0530
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01000
IRS990EZ/TotalProgramServiceExpensesAmt01000
IRS990EZ/TotalRevenueAmt01531
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05655
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt05655
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05655
IRS990ScheduleA/TotalSupportAmt05656
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: GENERATIONS GROUP. GRANTEE ADDRESS: PO BOX 80009 SIMPSONVILLE, SC 29680. DATE OF GIFT: 01/14/19. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 530. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CARROLL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08642385676
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLE TREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0474125179
ReturnHeader/Filer/PhoneNum08642385676
ReturnHeader/Filer/USAddress/AddressLine1Txt02543 LOCUST HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0TAYLORS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029687
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.189.152.157
ReturnHeader/FilingSecurityInformation/IPDt02020-04-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:16:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205741188
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE COHEN COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03443 PELHAM ROAD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029615
ReturnHeader/PreparerPersonGrp/PhoneNum08646799399
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENIFER J COHEN
ReturnHeader/ReturnTs02020-05-08T11:57:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$514
Liabilities
$0
Net assets
$514
Revenue
$1,531
Expenses
$1,000
Net income
$531
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.27$0.03$2.24$31.8$32.2$0.44
2023Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$3.39$0.70$2.69
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$22.6$23.3$0.76
2021Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$5.53$5.25$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$1.18$1.23$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.53$1.00$0.53
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.53$0.02$0.75$1.11$0.36
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$2.18$2.30$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.70$0.66$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.50$0.08$0.42