Apple Orchard Trust
Apple Orchard Trust: Consistent Growth, High Program Spending, but Limited Transparency
EIN: 222804764 · Brookline, MA · NTEE: T70Z · Updated: 2026-04-04
| Metric | Value |
|---|---|
| Total Revenue | $3.1M |
| Total Expenses | $135K |
| Program Spending | 88% |
| Net Assets | $6.0M |
| Transparency Score | 85/100 |
Is Apple Orchard Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Apple Orchard Trust directs 88% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Apple Orchard Trust
Apple Orchard Trust (EIN: 222804764) is a nonprofit organization based in Brookline, MA, classified under NTEE code T70Z. The organization reported total revenue of $3.1M and total assets of $6.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Apple Orchard Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Apple Orchard Trust is a mid-size nonprofit that has been operating for 39 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 5.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $413K |
| Total Expenses | $135K |
| Surplus / Deficit | +$279K |
| Total Assets | $6.0M |
| Net Assets | $6.0M |
| Operating Margin | 67.4% |
| Months of Reserves | 530.7 months |
Financial Health Grade: A
In 2023, Apple Orchard Trust reported a surplus of $279K with revenue exceeding expenses, holds 530.7 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), Apple Orchard Trust's revenue has grown at a compound annual growth rate (CAGR) of 5.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -35.2% | -8.7% | +4.9% |
| 2022 | +19.6% | -58.0% | +15.4% |
| 2021 | +32.8% | +599.5% | +3.8% |
| 2020 | -0.6% | -49.6% | +8.0% |
| 2019 | -3.8% | +53.7% | +7.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1987 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Apple Orchard Trust with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 7%
- programs: 88%
- fundraising: 5%
According to IRS 990 filings, Apple Orchard Trust allocates its expenses as follows: admin: 7%, programs: 88%, fundraising: 5%. With 88% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $279K, with revenue exceeding expenses.
Executive Compensation Analysis
Executive compensation is not explicitly detailed in the provided data, as the 'x' value likely represents total expenses rather than individual salaries. Further investigation into specific 990 filings would be needed to assess individual compensation figures.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Apple Orchard Trust's IRS 990 filings:
- Lack of detailed program impact reporting beyond financial summaries.
- No clear breakdown of executive compensation within the provided data, requiring deeper dive into 990s.
Strengths
The following positive indicators were identified for Apple Orchard Trust:
- Consistently high percentage of spending on programs (88% in 2023).
- Steady growth in assets over the past several years, indicating financial stability.
- Low fundraising costs (5% in 2023) suggests efficient donor acquisition/retention.
Frequently Asked Questions about Apple Orchard Trust
Is Apple Orchard Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Apple Orchard Trust (EIN: 222804764) some concerns. Mission Score: 85/100. 2 red flags identified, 3 strengths noted.
How does Apple Orchard Trust spend its money?
Apple Orchard Trust directs 88% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Apple Orchard Trust tax-deductible?
Apple Orchard Trust is registered as a tax-exempt nonprofit (EIN: 222804764). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Apple Orchard Trust's spending goes to programs?
Apple Orchard Trust directs 88% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Apple Orchard Trust compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Apple Orchard Trust is above average for NTEE category T70Z nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Apple Orchard Trust located?
Apple Orchard Trust is headquartered in Brookline, Massachusetts and files with the IRS under EIN 222804764. It is classified under NTEE code T70Z.
How many years of IRS 990 filings does Apple Orchard Trust have?
Apple Orchard Trust has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $3.1M in total revenue.
What does Apple Orchard Trust do?
Apple Orchard Trust is a nonprofit organization in the Philanthropy, Voluntarism & Grantmaking sector, located in Brookline, Massachusetts. It is classified under NTEE code T70Z.
How much revenue does Apple Orchard Trust have?
Apple Orchard Trust reported total revenue of $3,148,975. Based on 13 IRS 990 filings on record.
What are Apple Orchard Trust's total assets?
Apple Orchard Trust holds total assets of $6,942,988 as reported in IRS 990 filings.
Where is Apple Orchard Trust located?
Apple Orchard Trust is based in Brookline, Massachusetts.
What is Apple Orchard Trust's EIN?
Apple Orchard Trust's Employer Identification Number (EIN) is 222804764. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is Apple Orchard Trust?
Apple Orchard Trust is classified under NTEE code T70Z (Philanthropy, Voluntarism & Grantmaking).
Is Apple Orchard Trust a registered 501(c)(3)?
Yes, Apple Orchard Trust is recognized as a tax-exempt organization by the IRS. EIN: 222804764.
Does Apple Orchard Trust file IRS Form 990?
Yes, Apple Orchard Trust has 13 IRS Form 990 filings on record. The most recent covers tax period 202312.
What was Apple Orchard Trust's revenue in 2023?
In the 202312 filing period, Apple Orchard Trust reported total revenue of $413,354, total expenses of $134,818, and net assets of $5,962,302.
Is Apple Orchard Trust's revenue growing or declining?
Apple Orchard Trust's revenue is declining. Revenue went from $637,685 (202212) to $413,354 (202312), a -35.2% change. Based on 13 filings on record.
What is Apple Orchard Trust's most recent 990 filing?
The most recent IRS Form 990 filing for Apple Orchard Trust covers tax period 202312. It shows revenue of $413,354, expenses of $134,818, total assets of $5,962,302, and liabilities of N/A.
How much does Apple Orchard Trust spend on programs vs administration?
Based on IRS 990 analysis, Apple Orchard Trust allocates approximately 88% of expenses to program services, 7% to administrative costs, and 5% to fundraising. This indicates strong program focus.
Is Apple Orchard Trust a trustworthy charity?
Based on AI analysis of IRS 990 data, Apple Orchard Trust appears trustworthy. Mission Score: 85/100 (Excellent). 2 red flags identified. 3 strengths noted.
What are the red flags for Apple Orchard Trust?
The following concerns were identified: Lack of detailed program impact reporting beyond financial summaries.. No clear breakdown of executive compensation within the provided data, requiring deeper dive into 990s.. These flags are based on automated analysis of IRS 990 public filings and should be verified independently.
What are Apple Orchard Trust's strengths?
Positive indicators for Apple Orchard Trust include: Consistently high percentage of spending on programs (88% in 2023).. Steady growth in assets over the past several years, indicating financial stability.. Low fundraising costs (5% in 2023) suggests efficient donor acquisition/retention.. These findings are derived from AI analysis of the organization's financial filings.
How does Apple Orchard Trust compensate executives?
Executive compensation is not explicitly detailed in the provided data, as the 'x' value likely represents total expenses rather than individual salaries. Further investigation into specific 990 filings would be needed to assess individual compensation figures. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
Given the consistent asset growth and high program spending, what specific initiatives or projects are driving the 'Apple Orchard Trust's' mission, and how are their outcomes measured?
The provided data indicates strong financial health and program focus, but without specific program details, it's unclear how the 'Apple Orchard Trust' defines and measures the success of its initiatives. Further information on their programs would be crucial to understand their impact.
Filing History
IRS 990 filing history for Apple Orchard Trust showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Apple Orchard Trust's revenue has grown by 87%, moving from $221K to $413K. Total assets increased by 165.8% over the same period, from $2.2M to $6.0M. Total functional expenses rose by 715.2%, from $17K to $135K. In its most recent filing year (2023), Apple Orchard Trust reported a surplus of $279K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $413K | $135K | $6.0M | $0 | — | View 990 |
| 2022 | $638K | $148K | $5.7M | $1K | — | View 990 |
| 2021 | $533K | $352K | $4.9M | $0 | — | View 990 |
| 2020 | $401K | $50K | $4.7M | $0 | — | View 990 |
| 2019 | $404K | $100K | $4.4M | $0 | — | View 990 |
| 2018 | $420K | $65K | $4.1M | $0 | — | View 990 |
| 2017 | $433K | $69K | $5.4M | $0 | — | View 990 |
| 2016 | $327K | $194K | $4.4M | $0 | — | View 990 |
| 2015 | $384K | $154K | $4.0M | $0 | — | View 990 |
| 2014 | $169K | $25K | $3.9M | $0 | — | View 990 |
| 2013 | $363K | $26K | $2.8M | $0 | — | View 990 |
| 2012 | $257K | $23K | $2.5M | $0 | — | View 990 |
| 2011 | $221K | $17K | $2.2M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $413K, expenses of $135K, and assets of $6.0M (revenue -35.2% year-over-year).
- 2022: Revenue of $638K, expenses of $148K, and assets of $5.7M (revenue +19.6% year-over-year).
- 2021: Revenue of $533K, expenses of $352K, and assets of $4.9M (revenue +32.8% year-over-year).
- 2020: Revenue of $401K, expenses of $50K, and assets of $4.7M (revenue -0.6% year-over-year).
- 2019: Revenue of $404K, expenses of $100K, and assets of $4.4M (revenue -3.8% year-over-year).
- 2018: Revenue of $420K, expenses of $65K, and assets of $4.1M (revenue -3.1% year-over-year).
- 2017: Revenue of $433K, expenses of $69K, and assets of $5.4M (revenue +32.4% year-over-year).
- 2016: Revenue of $327K, expenses of $194K, and assets of $4.4M (revenue -14.8% year-over-year).
- 2015: Revenue of $384K, expenses of $154K, and assets of $4.0M (revenue +126.7% year-over-year).
- 2014: Revenue of $169K, expenses of $25K, and assets of $3.9M (revenue -53.4% year-over-year).
- 2013: Revenue of $363K, expenses of $26K, and assets of $2.8M (revenue +41.4% year-over-year).
- 2012: Revenue of $257K, expenses of $23K, and assets of $2.5M (revenue +16.3% year-over-year).
- 2011: Revenue of $221K, expenses of $17K, and assets of $2.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Apple Orchard Trust:
Data Sources and Methodology
This transparency report for Apple Orchard Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.