Civic Intelligence

The Appleby Charitable Foundation C/O Northern Trust Company

990PF • Fiscal year 2024 • EIN 93-6729583

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 22, 2025

Organization Profile
1515 Ringling Blvd 1100Sarasota, FL 34236

(941) 329-2628

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$82,229

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

1074%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$14,015,307

Up $1,640,416 (+13%) from 2023

Net Assets

Up

$14,015,307

Up $1,640,416 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin12th percentile

Revenue

Up

$679,687

Up $621,787 (+1074%) from 2023

Expenses

Up

$872,879

Up $872,879 from 2023

Net Income

Down

-$193,192

Down $251,092 (-434%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$15M$10M$5.0M$0Assets 2023: $12,374,891Liabilities 2023: $0Net Assets 2023: $12,374,8912023Assets 2024: $14,015,307Liabilities 2024: $0Net Assets 2024: $14,015,3072024

Highlighted filing

2024

Assets$14,015,307
Liabilities$0
Net Assets$14,015,307
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2023: $57,900Expenses 2023: $0Net Income 2023: $57,9002023Revenue 2024: $679,687Expenses 2024: $872,879Net Income 2024: -$193,1922024

Highlighted filing

2024

Revenue$679,687
Expenses$872,879
Net Income-$193,192
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 22, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORTHERN TRUST COMPANYTrusteeFT$82,229-$82,229
JAMES L ALLENTrusteePT$36,243-$36,243
JULIE CARDONETrusteePT$36,243-$36,243
ALICIA COLBY JENSONTrusteePT$36,243-$36,243
Filing and Contact Details

Filer

Filer Name
The Appleby Charitable Foundation
EIN
93-6729583
Phone
9413292628
Address
1515 RINGLING BLVD 1100, SARASOTA, FL 34236

Signing Officer

Name
Northern Trust Trustee
Title
Trustee
Phone
9413292628
Signed
2025-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Kerkering Barberio & Co
Address
PO BOX 49348, SARASOTA, FL 34230-6348
Preparer
Brian Simmons
Phone
9413654617
Raw XML AppendixShowing 400 of 833 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES L ALLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JULIE CARDONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NORTHERN TRUST COMPANY
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$14,015,307
Liabilities
$0
Net assets
$14,015,307
Revenue
$679,687
Expenses
$872,879
Net income
-$193,192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.68$0.87$0.19
2023Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.06$0.00$0.06