Civic Intelligence

Jack and Harriet Appel Foundation Trust

990PF • Fiscal year 2022 • EIN 86-1646821

Jan 01, 2022 to Dec 31, 2022 • Filed on May 13, 2023

Organization Profile
5944 Coral Ridge Dr Ste 111Coral Springs, FL 33076

(954) 461-0111

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

13th percentile

-51%

Higher net margin than 13% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

83rd percentile

$5,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 50.3% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

41st percentile

-3.5%

Faster asset growth than 41% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-98%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$140,219

Down $5,065 (-3.5%) from 2021

Net Assets

Down

$140,219

Down $5,065 (-3.5%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin13th percentile

Revenue

Down

$9,935

Down $407,107 (-98%) from 2021

Expenses

Down

$15,000

Down $131,375 (-90%) from 2021

Net Income

Down

-$5,065

Down $275,732 (-102%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

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

Highlighted filing

2022

Assets$140,219
Liabilities$0
Net Assets$140,219
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$9,935
Expenses$15,000
Net Income-$5,065
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK APPELCo-TrusteePT$5,000-$5,000
WALTER F ADAMS IIICo-TrusteePT$5,000-$5,000
FRANCIS M ADAMS JRCo-TrusteePT$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Jack and Harriet Appel
EIN
86-1646821
Phone
9544610111
Address
5944 CORAL RIDGE DR STE 111, CORAL SPRINGS, FL 33076

Signing Officer

Name
Walter F Adams
Title
Trustee
Phone
9544610111
Signed
2023-05-13
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/ReturnTs02023-05-13T20:04:03-05:00
ReturnHeader/ReturnTypeCd0990PF
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ADAMS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,219
Liabilities
$0
Net assets
$140,219
Revenue
$9,935
Expenses
$15,000
Net income
-$5,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.12$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.12$0.16$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$4.17$1.46$2.71