Apple Valley Foundation

990PF • Fiscal year 2023 • EIN 95-6047057

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 28, 2025

Organization Profile

PO Box 22759Santa Fe, NM 87502

(505) 577-8603

Siviq Scores

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

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

0.00x

Higher debt load relative to revenue than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

-92%

Higher net margin than 8% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

-11%

Faster asset growth than 15% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

-95%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets42nd percentile

Assets

Down

$850,816

Down $108,186 (-11%) from 2022

Net Assets

Down

$850,816

Down $108,186 (-11%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue42nd percentile Net Margin8th percentile

Revenue

Down

$18,244

Down $343,746 (-95%) from 2022

Expenses

$35,004

Up $19,336 (+123%) from 2022

Net Income

Down

-$16,760

Down $363,082 (-105%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

Highlighted filing

2023

Assets$850,816

Liabilities$1

Net Assets$850,816

Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

Highlighted filing

2023

Revenue$18,244

Expenses$35,004

Net Income-$16,760

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Jul 28, 2025
Return Version: 2023v6.0

Compensation and Service Providers

Top Officer Pay57th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
FRANCES BASS	Director	-	$0	-	-
BARBARA DAVISSON	Director	-	$0	-	-
NEWTON A BASS	Director	-	$0	-	-
ANGELYN BASS	Director	-	$0	-	-
MARK ISHIMARU	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Apple Valley Foundation
EIN: 95-6047057
Phone: 5055778603
Address: PO BOX 22759, SANTA FE, NM 87502

Signing Officer

Name: Newton a Bass
Title: Director
Signed: 2025-07-28
Discuss with paid preparer: Yes

Preparer

Firm: Lynn Tracey CPA
Address: 1424 LUISA STREET 2, SANTA FE, NM 87505
Preparer: Lynn Tracey
Phone: 5059891800

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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	NEWTON A BASS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	4	Director
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	87501
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	INSIGHT CPA GROUP
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5059922906
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	THE FOUNDATION SUPPORTS ARTS ENDEAVORS THROUGHOUT THE UNITED STATES. THE SUPPORT INCLUDES GRANTS TO ART MUSEUMS AND CONCERT ASSOCIATIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	THE FOUNDATION SUPPORTS LOCAL SCHOOLS, LIBRARIES AND COMMUNITY CENTERS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt	0	THE FOUNDATION SUPPORTS CHURCHES WHICH SEEK TO IMPROVE CONDITIONS OF THE POOR.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt	0	27500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt	0	2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	FAITH IN PRACTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	OUR LADY OF THE DESERT CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	VICTOR VALLEY COMMUNITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	SAN BERNARDINO COUNTY LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	7500 BEECHNUT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	18386 CORWIN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	16692 MOJAVE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	268 W HOSPITALITY LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	APPLE VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	VICTORVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	SAN BERNARDINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	77074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	92307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	92395
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	92415
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	30000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	30000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	40621
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	30000
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	225
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	40621
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	30225
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	627
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	91426
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	BALANCE ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	DEPT JUSTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	MORGAN STANLEY ANNUAL SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	410
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	54
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	175
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	NEWTON A BASS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Director
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	APPLE VALLEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	APPL
ReturnHeader/Filer/EIN	0	956047057
ReturnHeader/Filer/PhoneNum	0	5055778603
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 22759
ReturnHeader/Filer/USAddress/CityNm	0	SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NM
ReturnHeader/Filer/USAddress/ZIPCd	0	87502
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	273729338
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	LYNN TRACEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1424 LUISA STREET 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SANTA FE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	87505
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5059891800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	LYNN TRACEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2025-07-30T12:29:32-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $850,816
Liabilities: $1
Net assets: $850,816
Revenue: $18,244
Expenses: $35,004
Net income: -$16,760

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.16	$0.00	$1.16	$0.15	$0.02	$0.13
2023Detailed filing. Detailed filing data is available for this year.	$0.85	$0.00	$0.85	$0.02	$0.04	$0.02
2022Detailed filing. Detailed filing data is available for this year.	$0.96	$0.00	$0.96	$0.36	$0.02	$0.35
2021Detailed filing. Detailed filing data is available for this year.	$0.53	$0.00	$0.53	$0.04	$0.04	$0.00
2020Detailed filing. Detailed filing data is available for this year.	$0.53	$0.00	$0.53	$0.01	$0.02	$0.01
2019Detailed filing. Detailed filing data is available for this year.	$0.54	$0.00	$0.54	$0.01	$0.03	$0.01
2018Detailed filing. Detailed filing data is available for this year.	$0.55	$0.00	$0.55	$0.01	$0.01	$0.00
2017Detailed filing. Detailed filing data is available for this year.	$0.55	$0.00	$0.55	$0.01	$0.04	$0.02
2016Detailed filing. Detailed filing data is available for this year.	$0.58	$0.00	$0.58	$0.02	$0.04	$0.02
2015Detailed filing. Detailed filing data is available for this year.	$0.60	$0.00	$0.60	$0.02	$0.02	$0.00
2014Detailed filing. Detailed filing data is available for this year.	$0.60	$0.00	$0.60	$0.02	$0.05	$0.03
2013Detailed filing. Detailed filing data is available for this year.	$0.63	$0.00	$0.63	$0.02	$0.07	$0.05
2012Summary only. Only limited summary data is available for this year.	$0.68	$0.00		$0.02	$0.02	$0.01
2011Detailed filing. Detailed filing data is available for this year.	$0.67	$0.00	$0.67		$0.03
2010Detailed filing. Detailed filing data is available for this year.	$0.68	$0.00	$0.68		$0.04