Civic Intelligence

Appalachian Opportunity Fund

990 • Fiscal year 2020 • EIN 83-0920796

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 25, 2021

Organization ProfileAppalachian Opportunity Fund
1524 Bridgewater LaneKingsport, TN 37660

(800) 378-3778

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

83rd percentile

37%

Higher net margin than 83% of similar nonprofits.

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

Top Officer Pay

85th percentile

$24,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

$78,986

No earlier filing loaded for comparison.

Net Assets

$78,986

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin83rd percentile

Revenue

$162,497

No earlier filing loaded for comparison.

Expenses

$102,071

No earlier filing loaded for comparison.

Net Income

$60,426

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2020: $78,986Liabilities 2020: $0Net Assets 2020: $78,9862020Assets 2021: $128,725Liabilities 2021: $0Net Assets 2021: $128,7252021Assets 2022: $117,621Liabilities 2022: $0Net Assets 2022: $117,6212022Assets 2023: $128,402Liabilities 2023: $692Net Assets 2023: $127,7102023Assets 2024: $103,214Liabilities 2024: $0Net Assets 2024: $103,2142024

Highlighted filing

2020

Assets$78,986
Liabilities$0
Net Assets$78,986
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2020: $162,497Expenses 2020: $102,071Net Income 2020: $60,4262020Revenue 2021: $240,750Expenses 2021: $191,011Net Income 2021: $49,7392021Revenue 2022: $211,632Expenses 2022: $222,736Net Income 2022: -$11,1042022Revenue 2023: $321,792Expenses 2023: $311,703Net Income 2023: $10,0892023Revenue 2024: $374,597Expenses 2024: $412,980Net Income 2024: -$38,3832024

Highlighted filing

2020

Revenue$162,497
Expenses$102,071
Net Income$60,426
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 25, 2021
Return Version
2020v4.0
Gross Receipts
$162,497
Mission and Program Overview

Mission

To improve financial health of asset-limited, income-constrained people in nourtheast tennessee, southeast kentucky, and southwest virginia; to ensure availability and development of affordable housing to low-to-moderate income households in northeast tennessee, southeast kentucky, and southwest virginia; and to alleviate poverty and combat community deterioration in northeast tennessee, southeast kentucky, and southwest virginia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$18,560$78,986▲ $60,426
Cash and Non-Interest-Bearing Accounts$12,560$72,986▲ $60,426
Land, Buildings, and Equipment, Net$6,000$6,000→ $0
Total Assets$18,560$78,986▲ $60,426
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,560$78,986▲ $60,426
Total Liabilities and Net Assets / Fund Balance$18,560$78,986▲ $60,426

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,000-$6,000
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Adam TaylorExecutive DiFT$24,000$24,000

Board Members and Trustees

NameTitle
Rachel IrwinChair
Damon JohnsonBoard Member
Jennifer MitchellBoard Member
Jessica EdmistenBoard Member
Lauren ClemsonBoard Member
Leya MartinezBoard Member
Aaron DuffyExecutive Di
Chad CovertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$127,363
Program Service Revenue
$34,880
Investment Income
$47
Other Revenue
$207
All Other Contributions
$78,163
Change in Net Assets
$60,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$55,715
Other Expenses$46,356
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$36,229$15,527-$51,756
Office Expenses-$5,877-$5,877
Payroll Taxes$3,959--$3,959
Travel$2,788--$2,788
Advertising-$1,731-$1,731
Occupancy-$1,592-$1,592
Insurance-$1,258-$1,258
All Other Expenses-$537-$537
Other Expenses$3,091$377-$377
Total Functional Expenses$46,067$56,004$0$102,071
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Appalachian Opportunity Fund
EIN
83-0920796
Phone
8003783778
Address
1524 BRIDGEWATER LANE, KINGSPORT, TN 37660

Signing Officer

Name
Aaron Duffy
Title
Executive Director
Phone
8003783778
Signed
2021-08-25

Organization Details

Principal Officer
Aaron Duffy
Formed
2018
Voting Board Members
8
Independent Board Members
8
Employees
4

Preparer

Firm
Rodefer Moss & Co Pllc
Address
204 LYNN GARDEN DR, KINGSPORT, TN 37660
Preparer
Forooz G Smalley
Phone
4232464062
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To improve financial health of asset-limited, income-constrained people in nourtheast tennessee, southeast kentucky, and southwest virginia; to ensure availability and development of affordable housing to low-to-moderate income households in northeast tennessee, southeast kentucky, and southwest virginia; and to alleviate poverty and combat community deterioration in northeast tennessee, southeast kentucky, and southwest virginia.”

Form 990, Page 2, Part III, Line 4D

“To improve financial health of asset-limited, income-constrained people in nourtheast tennessee, southeast kentucky, and southwest virginia; to ensure availability and development of affordable housing to low-to-moderate income households in northeast tennessee, southeast kentucky, and southwest virginia; and to alleviate poverty and combat community deterioration in northeast tennessee, southeast kentucky, and southwest virginia.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO IMPROVE FINANCIAL HEALTH OF ASSET-LIMITED, INCOME-CONSTRAINED PEOPLE IN NOURTHEAST TENNESSEE, SOUTHEAST KENTUCKY, AND SOUTHWEST VIRGINIA; TO ENSURE AVAILABILITY AND DEVELOPMENT OF AFFORDABLE HOUSING TO LOW-TO-MODERATE INCOME HOUSEHOLDS IN NORTHEAST TENNESSEE, SOUTHEAST KENTUCKY, AND SOUTHWEST VIRGINIA; AND TO ALLEVIATE POVERTY AND COMBAT COMMUNITY DETERIORATION IN NORTHEAST TENNESSEE, SOUTHEAST KENTUCKY, AND SOUTHWEST VIRGINIA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt018560
IRS990/TotalAssetsEOYAmt078986
IRS990/TotalAssetsGrp/BOYAmt018560
IRS990/TotalAssetsGrp/EOYAmt078986
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0127363
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt056004
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046067
IRS990/TotalFunctionalExpensesGrp/TotalAmt0102071
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt018560
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt078986
IRS990/TotalOtherProgSrvcExpenseAmt046067
IRS990/TotalProgramServiceExpensesAmt046067
IRS990/TotalProgramServiceRevenueAmt034880
IRS990/TotalReportableCompFromOrgAmt024000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035134
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0162497
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018560
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt078986
IRS990/TravelGrp/ProgramServicesAmt02788
IRS990/TravelGrp/TotalAmt02788
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt05034 BOBBY HICKS WAY
IRS990/USAddress/CityNm0GRAY
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037615
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON DUFFY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08003783778
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPALACHIAN OPPORTUNITY FUND
ReturnHeader/Filer/BusinessNameControlTxt0APPA
ReturnHeader/Filer/EIN0830920796
ReturnHeader/Filer/PhoneNum08003783778
ReturnHeader/Filer/USAddress/AddressLine1Txt01524 BRIDGEWATER LANE
ReturnHeader/Filer/USAddress/CityNm0KINGSPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037660
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621690032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RODEFER MOSS & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0204 LYNN GARDEN DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KINGSPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037660
ReturnHeader/PreparerPersonGrp/PhoneNum04232464062
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FOROOZ G SMALLEY
ReturnHeader/ReturnTs02021-09-03T08:52:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AARON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUFFY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$78,986
Liabilities
$0
Net assets
$78,986
Revenue
$162,497
Expenses
$102,071
Net income
$60,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$3.75$4.13$0.38
2023Summary only. Only limited summary data is available for this year.$1.28$0.01$1.28$3.22$3.12$0.10
2022Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$2.12$2.23$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$2.41$1.91$0.50
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.62$1.02$0.60