Civic Intelligence

Jack and Harriet Appel Foundation Trust

EIN 86-1646821 • Labelle, FL

Pub. 78 Eligible
5942 W State Road 80Labelle, FL 33935
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$2,500

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

57th percentile

0.1%

Faster asset growth than 57% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Assets

Up

$140,559

Up $4,544 (+3.3%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$140,559

Up $4,544 (+3.3%) from 2023

Revenue

Up

$12,194

Up $398 (+3.4%) from 2023

Expenses

Down

$7,650

Down $8,350 (-52%) from 2023

Net Income

Up

$4,544

Up $8,748 (+208%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2021: $145,284Liabilities 2021: $1Net Assets 2021: $145,2842021Assets 2022: $140,219Liabilities 2022: $1Net Assets 2022: $140,2192022Assets 2023: $136,015Liabilities 2023: $1Net Assets 2023: $136,0152023Assets 2024: $140,559Liabilities 2024: $0Net Assets 2024: $140,5592024

Highlighted filing

2024

Assets$140,559
Liabilities$0
Net Assets$140,559

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2021: $417,042Expenses 2021: $146,375Net Income 2021: $270,6672021Revenue 2022: $9,935Expenses 2022: $15,000Net Income 2022: -$5,0652022Revenue 2023: $11,796Expenses 2023: $16,000Net Income 2023: -$4,2042023Revenue 2024: $12,194Expenses 2024: $7,650Net Income 2024: $4,5442024

Highlighted filing

2024

Revenue$12,194
Expenses$7,650
Net Income$4,544

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK APPELCo-TrusteePT$2,500-$2,500
WALTER F ADAMS IIICo-TrusteePT$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
Jack and Harriet Appel
EIN
86-1646821
Phone
9544610111
Address
5942 W STATE ROAD 80, LABELLE, FL 33935

Signing Officer

Name
Walter F Adams
Title
Trustee
Phone
9544610111
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Robert J Dreker CPA Pllc
Address
PO BOX 420239, SUMMERLAND KEY, FL 33042
Preparer
Robert J Dreker
Phone
3057807246
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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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ReturnHeader/TaxPeriodEndDt02024-12-31
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