Civic Intelligence

Apple Tree Foundation

990EZ • Fiscal year 2023 • EIN 47-4125179

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

Organization ProfileN/A
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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

100th percentile

267700%

Faster asset growth than 100% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-85%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$2,678

Up $2,678 from 2022

Net Assets

Up

$2,678

Up $2,692 (+19229%) from 2022

Liabilities

Down

$0

Down $14 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Down

$3,394

Down $19,156 (-85%) from 2022

Expenses

Down

$702

Down $22,605 (-97%) from 2022

Net Income

Up

$2,692

Up $3,449 (+456%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2023

Assets$2,678
Liabilities$0
Net Assets$2,678
Open 2023 Filing

Operations Trend

Revenue Growth4th 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

2023

Revenue$3,394
Expenses$702
Net Income$2,692
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Gross Receipts
$3,394
Mission and Program Overview

Mission

Philanthopy, volunteerism, grant-making

Philanthropy, volunteerism, grant-making

Program Services

DescriptionGrantsExpenses
PHILANTHROPY, VOLUNTEERISM, GRANT-MAKING$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CASEY ATHERTONBoard Member-$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
Valerie Saragusa
Title
Chairman
Phone
8642385676
Signed
2024-05-01
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 16 - Other Expenses

“Description: license fee. Amount: 50. Description: insurance. Amount: 649. Total to form 990-ez, line 16: 699.”

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

“Description: bank. Beg. Of year amount: 14. End of year amount: 0.”

Raw XML Appendix164 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CASEY ATHERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAHLEY SWEENEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAUREL SLAGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3QWESHANDA MAUNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REGINA WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHERRY FAULKENBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6VALERIE SARAGUSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHAIRMAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0699
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PHILANTHROPY, VOLUNTEERISM, GRANT-MAKING
IRS990EZ/PrintingPublicationsPostageAmt03
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PHILANTHROPY, VOLUNTEERISM, GRANT-MAKING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0702
IRS990EZ/TotalRevenueAmt03394
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03394
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05532
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt034189
IRS990ScheduleA/PublicOrganization170Ind0X
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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
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08642385676
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
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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
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205741188
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03443 PELHAM ROAD STE 100
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029615
ReturnHeader/PreparerPersonGrp/PhoneNum08646799399
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENIFER J COHEN
ReturnHeader/ReturnTs02024-05-14T10:30:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VALERIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SARAGUSA
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,678
Liabilities
$0
Net assets
$2,678
Revenue
$3,394
Expenses
$702
Net income
$2,692
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