Civic Intelligence

The Appleton Foundation

EIN 91-1792407 • Santa Cruz, CA

PO Box 1460Santa Cruz, CA 95061
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

2nd percentile

-5127%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-96%

Faster revenue growth than 6% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $233,933 (-100%) from 2021

Liabilities

Up

$0

Up $1,407 (+100%) from 2021

Net Assets

Down

$0

Down $235,340 (-100%) from 2021

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$4,590

Down $117,718 (-96%) from 2021

Expenses

Down

$239,930

Down $609,957 (-72%) from 2021

Net Income

Up

-$235,340

Up $492,239 (+68%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2011: $10,044,545Liabilities 2011: $2,6612011Assets 2012: $9,491,288Liabilities 2012: $1,6372012Assets 2013: $8,964,919Liabilities 2013: $1,5852013Assets 2014: $8,154,108Liabilities 2014: $02014Assets 2015: $6,866,253Liabilities 2015: $0Net Assets 2015: $6,866,2532015Assets 2019: $1,929,453Liabilities 2019: -$921Net Assets 2019: $1,930,3742019Assets 2020: $963,050Liabilities 2020: $131Net Assets 2020: $962,9192020Assets 2021: $233,933Liabilities 2021: -$1,407Net Assets 2021: $235,3402021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $622,790Expenses 2011: $1,401,981Net Income 2011: -$779,1912011Revenue 2012: $532,217Expenses 2012: $1,556,767Net Income 2012: -$1,024,5502012Revenue 2013: $568,640Expenses 2013: $1,646,245Net Income 2013: -$1,077,6052013Revenue 2014: $636,644Expenses 2014: $1,413,149Net Income 2014: -$776,5052014Revenue 2015: $432,423Expenses 2015: $1,487,309Net Income 2015: -$1,054,8862015Revenue 2019: $339,414Expenses 2019: $1,434,715Net Income 2019: -$1,095,3012019Revenue 2020: $102,696Expenses 2020: $1,023,001Net Income 2020: -$920,3052020Revenue 2021: $122,308Expenses 2021: $849,887Net Income 2021: -$727,5792021Revenue 2022: $4,590Expenses 2022: $239,930Net Income 2022: -$235,3402022

Highlighted filing

2022

Revenue$4,590
Expenses$239,930
Net Income-$235,340
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$4,590
Expenses
$239,930
Net income
-$235,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.24$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.24$0.12$0.85$0.73
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.10$1.02$0.92
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.34$1.43$1.10
2015Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.43$1.49$1.05
2014Summary only. Only limited summary data is available for this year.$8.15$0.00$0.64$1.41$0.78
2013Summary only. Only limited summary data is available for this year.$8.96$0.00$0.57$1.65$1.08
2012Summary only. Only limited summary data is available for this year.$9.49$0.00$0.53$1.56$1.02
2011Summary only. Only limited summary data is available for this year.$10.0$0.00$0.62$1.40$0.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 9, 2023
Return Version
2022v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDER GAGUINEPresidentPT$0--
EILEEN BALIANTreasurer-$0--
PHIL MCMANUSProgram ManagerPT$0--
DON LANEFoundation Mgr.PT$0--
JANE WEED POMERANTZBoard Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SEE ATTACHED SCHEDULE-SANTA CRUZ, CA, US$209,511
Filing and Contact Details

Filer

Filer Name
The Appleton Foundation
EIN
91-1792407
Phone
8312950023
Address
PO BOX 1460, SANTA CRUZ, CA 95061

Signing Officer

Name
Alexander Gaguine
Title
President
Signed
2023-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Patricia A Beckwith CPA
Address
4630 Soquel Drive, Soquel, CA 95073
Preparer
Patricia A Beckwith CPA
Phone
8316610665
Raw XML Appendix245 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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