Civic Intelligence

Apple Tree Foundation

990EZ • Fiscal year 2021 • EIN 47-4125179

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

400 Memorial Dr Ext 400Greer, SC 29651

(864) 238-5676

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

45th percentile

5.0%

Higher net margin than 45% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

83rd percentile

60%

Faster asset growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

368%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$743

Up $279 (+60%) from 2020

Net Assets

Up

$743

Up $279 (+60%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$5,532

Up $4,349 (+368%) from 2020

Expenses

Up

$5,253

Up $4,020 (+326%) from 2020

Net Income

Up

$279

Up $329 (+658%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$743
Liabilities$0
Net Assets$743

Operations Trend

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

2021

Revenue$5,532
Expenses$5,253
Net Income$279
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.2
Gross Receipts
$5,532
Mission and Program Overview

Mission

Philanthopy, volunteerism, grant-making

Philanthropy, volunteerism, grant-making

Program Services

DescriptionGrantsExpenses
PHILANTHROPY, VOLUNTEERISM, GRANT-MAKING$5,057$196
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CASEY ATHERTONTreasurer-$0--
KAHLEY SWEENEYBoard Member-$0--
LAUREL SLAGLEBoard Member-$0--
QWESHANDA MAUNEYBoard Member-$0--
REGINA WALKERBoard Member-$0--
SHERRY FAULKENBERRYBoard Member-$0--
VALERIE SARAGUSAChairman-$0--
Filing and Contact Details

Filer

Filer Name
Apple Tree Foundation
EIN
47-4125179
Phone
8642385676
Address
400 MEMORIAL DR EXT 400, GREER, SC 29651

Signing Officer

Name
Casey Atherton
Title
Treasurer/vice Chairman
Phone
8642385676
Signed
2022-05-05
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: rebuild upstate. Grantee address: 601 green avenue greenville, sc 29601. Date of gift: 12/01/21. Amount given: 4,268.

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

Activity classification: . Grantee name: julie valentine center. Grantee address: 2905 white horse rd greenville, sc 29611. Date of gift: 12/03/21. Amount given: 744.

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

Activity classification: . Grantee name: project hope foundation. Grantee address: 2131 woodruff rd suite 2100 greenville, sc 29607. Property description: mirrors. Date of gift: 12/29/21. Amount given: 45. Total included on form 990-ez, line 10: 5,057.

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

Description: license fee. Amount: 50.

Raw XML Appendix171 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHAIRMAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011170
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: REBUILD UPSTATE. GRANTEE ADDRESS: 601 GREEN AVENUE GREENVILLE, SC 29601. DATE OF GIFT: 12/01/21. AMOUNT GIVEN: 4,268.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: JULIE VALENTINE CENTER. GRANTEE ADDRESS: 2905 WHITE HORSE RD GREENVILLE, SC 29611. DATE OF GIFT: 12/03/21. AMOUNT GIVEN: 744.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: PROJECT HOPE FOUNDATION. GRANTEE ADDRESS: 2131 WOODRUFF RD SUITE 2100 GREENVILLE, SC 29607. PROPERTY DESCRIPTION: MIRRORS. DATE OF GIFT: 12/29/21. AMOUNT GIVEN: 45. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,057.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: 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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CASEY ATHERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/VICE CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08642385676
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLE TREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0474125179
ReturnHeader/Filer/PhoneNum08642385676
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 MEMORIAL DR EXT 400
ReturnHeader/Filer/USAddress/CityNm0GREER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029651
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/PreparationDt02022-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENIFER J COHEN
ReturnHeader/ReturnTs02022-05-11T15:01:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CASEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ATHERTON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings