Civic Intelligence

Jack and Harriet Appel Foundation Trust

990PF • Fiscal year 2023 • EIN 86-1646821

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 21, 2024

Organization Profile
5942 W State Road 80Labelle, FL 33935

(954) 461-0111

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

17th percentile

-36%

Higher net margin than 17% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

42nd percentile

-3.0%

Faster asset growth than 42% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

19%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$136,015

Down $4,204 (-3.0%) from 2022

Net Assets

Down

$136,015

Down $4,204 (-3.0%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin17th percentile

Revenue

Up

$11,796

Up $1,861 (+19%) from 2022

Expenses

Up

$16,000

Up $1,000 (+6.7%) from 2022

Net Income

Up

-$4,204

Up $861 (+17%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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: $1Net Assets 2022: $140,2192022Assets 2023: $136,015Liabilities 2023: $0Net Assets 2023: $136,0152023Assets 2024: $140,559Liabilities 2024: $0Net Assets 2024: $140,5592024

Highlighted filing

2023

Assets$136,015
Liabilities$0
Net Assets$136,015
Open 2023 Filing

Operations Trend

Revenue Growth65th 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

2023

Revenue$11,796
Expenses$16,000
Net Income-$4,204
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 21, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK APPELCo-TrusteePT$0--
WALTER F ADAMS IIICo-TrusteePT$0--
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
2024-06-21
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
Raw XML Appendix262 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUMMERLAND KEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033042
ReturnHeader/PreparerPersonGrp/PhoneNum03057807246
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J DREKER
ReturnHeader/ReturnTs02024-06-21T08:33:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WALTER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ADAMS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$136,015
Liabilities
$0
Net assets
$136,015
Revenue
$11,796
Expenses
$16,000
Net income
-$4,204
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