Civic Intelligence

Jack and Harriet Appel Foundation Trust

990PF • Fiscal year 2024 • EIN 86-1646821

Jan 01, 2024 to Dec 31, 2024 • Filed on May 07, 2025

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

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

86th percentile

37%

Higher net margin than 86% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$2,500

Higher top officer pay than 81% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

57th percentile

3.3%

Faster asset growth than 57% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

3.4%

Faster revenue growth than 50% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$140,559

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

Net Assets

Up

$140,559

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

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin86th percentile

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

Historical Trend

Balance Sheet Trend

Asset Growth57th 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: $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
Open 2024 Filing

Operations Trend

Revenue Growth50th 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

2024

Revenue$12,194
Expenses$7,650
Net Income$4,544
Open 2024 Filing
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
Top Officer Pay81st percentile

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
Raw XML Appendix249 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/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 420239
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUMMERLAND KEY
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ReturnHeader/PreparerPersonGrp/PhoneNum03057807246
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J DREKER
ReturnHeader/ReturnTs02025-05-07T08:30:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,559
Liabilities
$0
Net assets
$140,559
Revenue
$12,194
Expenses
$7,650
Net income
$4,544
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