Civic Intelligence

Apple Tree Foundation

990EZ • Fiscal year 2020 • EIN 47-4125179

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

34th percentile

-4.2%

Higher net margin than 34% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

28th percentile

-9.7%

Faster asset growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

42nd percentile

-23%

Faster revenue growth than 42% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$464

Down $50 (-9.7%) from 2019

Net Assets

Down

$464

Down $50 (-9.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin34th percentile

Revenue

Down

$1,183

Down $348 (-23%) from 2019

Expenses

Up

$1,233

Up $233 (+23%) from 2019

Net Income

Down

-$50

Down $581 (-109%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2020

Assets$464
Liabilities$0
Net Assets$464
Open 2020 Filing

Operations Trend

Revenue Growth42nd 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

2020

Revenue$1,183
Expenses$1,233
Net Income-$50
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.1
Gross Receipts
$1,183
Mission and Program Overview

Mission

Philanthopy, volunteerism, grant-making

Program Services

DescriptionGrantsExpenses
PHILANTHOPY, VOLUNTEERISM, GRANT-MAKING$1,000$1,233
Compensation and Service Providers
Top Officer Pay76th 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
2021-05-04
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 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: generations group. Grantee address: po box 80009 simpsonville, sc 29680. Date of gift: 03/04/20. Amount given: 1,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: license fee. Amount: 50.”

Raw XML Appendix141 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/BOYAmt0514
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0464
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01183
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-50
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0514
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0464
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt01183
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0514
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0464
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0514
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0464
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/OtherExpensesTotalAmt050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PHILANTHOPY, VOLUNTEERISM, GRANT-MAKING
IRS990EZ/PrintingPublicationsPostageAmt0183
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PHILANTHOPY, VOLUNTEERISM, GRANT-MAKING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01233
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01233
IRS990EZ/TotalProgramServiceExpensesAmt01233
IRS990EZ/TotalRevenueAmt01183
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt06338
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01183
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0700
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06338
IRS990ScheduleA/TotalSupportAmt06339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: GENERATIONS GROUP. GRANTEE ADDRESS: PO BOX 80009 SIMPSONVILLE, SC 29680. DATE OF GIFT: 03/04/20. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LICENSE FEE. AMOUNT: 50.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CARROLL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08642385676
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-04
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
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/PreparationDt02021-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENIFER J COHEN
ReturnHeader/ReturnTs02021-05-12T13:44:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARROLL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$464
Liabilities
$0
Net assets
$464
Revenue
$1,183
Expenses
$1,233
Net income
-$50
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