Civic Intelligence

Apple Tree Dental

990 • Fiscal year 2015 • EIN 36-3411437

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 18, 2016

Organization ProfileWWW.APPLETREEDENTAL.ORG

View Organization Page

8960 Springbrook Dr NW No 150Minneapolis, MN 55433

(763) 784-7993

Siviq Scores

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

Liabilities / Assets

84th percentile

0.77x

Higher debt load relative to assets than 84% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

72nd percentile

0.66x

Higher debt load relative to revenue than 72% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

23rd percentile

-3.7%

Higher net margin than 23% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

87th percentile

$413,917

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

29th percentile

-2.6%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

13%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$14,242,521

Down $384,218 (-2.6%) from 2014

Net Assets

Down

$3,318,350

Down $611,461 (-16%) from 2014

Liabilities

Up

$10,924,171

Up $227,243 (+2.1%) from 2014

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin23rd percentile

Revenue

Up

$16,658,328

Up $1,920,962 (+13%) from 2014

Expenses

Up

$17,269,789

Up $3,026,420 (+21%) from 2014

Net Income

Down

-$611,461

Down $1,105,458 (-224%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$30M$20M$10M$0Assets 2010: $2,764,895Liabilities 2010: $1,292,987Net Assets 2010: $1,471,9082010Assets 2011: $2,522,190Liabilities 2011: $1,284,417Net Assets 2011: $1,237,7732011Assets 2012: $3,974,955Liabilities 2012: $2,354,916Net Assets 2012: $1,620,0392012Assets 2013: $9,886,840Liabilities 2013: $6,451,026Net Assets 2013: $3,435,8142013Assets 2014: $14,626,739Liabilities 2014: $10,696,928Net Assets 2014: $3,929,8112014Assets 2015: $14,242,521Liabilities 2015: $10,924,171Net Assets 2015: $3,318,3502015Assets 2016: $11,416,209Liabilities 2016: $8,797,150Net Assets 2016: $2,619,0592016Assets 2017: $10,816,860Liabilities 2017: $8,534,249Net Assets 2017: $2,282,6112017Assets 2018: $11,650,045Liabilities 2018: $7,772,222Net Assets 2018: $3,877,8232018Assets 2019: $14,124,756Liabilities 2019: $7,158,415Net Assets 2019: $6,966,3412019Assets 2020: $18,686,340Liabilities 2020: $10,854,818Net Assets 2020: $7,831,5222020Assets 2021: $20,075,717Liabilities 2021: $9,712,214Net Assets 2021: $10,363,5032021Assets 2022: $24,620,550Liabilities 2022: $14,388,066Net Assets 2022: $10,232,4842022Assets 2023: $23,230,520Liabilities 2023: $13,803,632Net Assets 2023: $9,426,8882023Assets 2024: $22,293,315Liabilities 2024: $13,938,439Net Assets 2024: $8,354,8762024

Highlighted filing

2015

Assets$14,242,521
Liabilities$10,924,171
Net Assets$3,318,350
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $8,637,4442010Expenses 2011: $9,723,4362011Expenses 2012: $10,596,7552012Revenue 2013: $13,281,393Expenses 2013: $11,465,618Net Income 2013: $1,815,7752013Revenue 2014: $14,737,366Expenses 2014: $14,243,369Net Income 2014: $493,9972014Revenue 2015: $16,658,328Expenses 2015: $17,269,789Net Income 2015: -$611,4612015Revenue 2016: $15,963,450Expenses 2016: $16,662,741Net Income 2016: -$699,2912016Revenue 2017: $15,748,272Expenses 2017: $16,084,720Net Income 2017: -$336,4482017Revenue 2018: $18,347,284Expenses 2018: $16,752,072Net Income 2018: $1,595,2122018Revenue 2019: $20,865,053Expenses 2019: $17,776,535Net Income 2019: $3,088,5182019Revenue 2020: $17,906,566Expenses 2020: $17,041,385Net Income 2020: $865,1812020Revenue 2021: $24,216,868Expenses 2021: $21,684,887Net Income 2021: $2,531,9812021Revenue 2022: $23,320,527Expenses 2022: $23,451,546Net Income 2022: -$131,0192022Revenue 2023: $28,165,838Expenses 2023: $28,971,434Net Income 2023: -$805,5962023Revenue 2024: $29,577,002Expenses 2024: $30,649,014Net Income 2024: -$1,072,0122024

Highlighted filing

2015

Revenue$16,658,328
Expenses$17,269,789
Net Income-$611,461
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 18, 2016
Return Version
2015v2.1
Gross Receipts
$16,658,328
Mission and Program Overview

Mission

Provide dental services to underserved populations, including long-term care facility residents, persons with disabilities, and others lacking access to dental care.

To improve oral health in the lives of people with special access needs who face barriers to care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,578,751$10,246,796▲ $1,668,045
Accounts Receivable$1,681,447$1,780,155▲ $98,708
Savings and Temporary Cash Investments$1,577,605$1,445,698▼ $131,907
Pledges and Grants Receivable$2,144,896$579,746▼ $1,565,150
Intangible Assets$182,836$140,880▼ $41,956
Cash and Non-Interest-Bearing Accounts$404,642$24,177▼ $380,465
Prepaid Expenses and Deferred Charges$48,321$3,887▼ $44,434
Total Assets$14,626,739$14,242,521▼ $384,218
Other Assets Total$8,241$21,182▲ $12,941
Liabilities
Tax Exempt Bond Liabilities$4,765,598$4,396,715▼ $368,883
Mortgage Notes Payable Secured by Investment Property$3,729,929$4,168,528▲ $438,599
Accounts Payable and Accrued Expenses$2,131,373$2,297,468▲ $166,095
Deferred Revenue$68,135$59,567▼ $8,568
Other Liabilities$1,893$1,893→ $0
Total Liabilities$10,696,928$10,924,171▲ $227,243
Net Assets / Fund Balance
Unrestricted Net Assets$1,135,403$2,330,536▲ $1,195,133
Temporarily Rstr Net Assets$2,794,408$987,814▼ $1,806,594
Total Net Assets Fund Balance$3,929,811$3,318,350▼ $611,461
Total Liabilities and Net Assets / Fund Balance$14,626,739$14,242,521▼ $384,218

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,483,828$2,845,900$6,329,728
Buildings$4,984,552$655,713$5,640,265
Leasehold Improvements$1,096,825$245,503$1,342,328
Land$624,500-$624,500
Other Land Buildings$57,091$196,802$253,893
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Aliasghar MohebbiDentistFT$385,455$28,462$413,917
Dr Thy Phuong LuDentistPT$138,458$69,740$208,198
Dr Michael HelgesonCEOFT$169,102$27,493$196,595
Dr Margie KennellyDentistFT$118,377$75,920$194,297
Dr Akil AlexanderDentistFT$177,477$6,108$183,585
Dr Dongwuk ChaDentistFT$124,811$56,703$181,514
Nancy SchumacherCFOFT$134,564$3,663$138,227

Board Members and Trustees

NameTitle
Steve TillitChair
Barbara SmithBoard Member
Dr Daniel SampsonBoard Member
Gayle KellyBoard Member
James ChaseBoard Member
James LaniganTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sunset Dental Technologies LLCComputer Support26777 FALLBROOK AVE, Wyoming, MN 55092$123,224
Revenue and Support

Revenue Composition

Contributions and Grants
$1,230,088
Program Service Revenue
$15,234,859
Investment Income
$1,458
Other Revenue
$191,923
All Other Contributions
$935,088
Change in Net Assets
$-611,461

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table19$70,683Fair Market Value
Other Non Cash Contri Table1$20,695Cost
Total Noncash Contributions20$91,378-

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,658,328
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$10,800
Total Revenue per Audited Statements
$16,669,128
Total Revenue per Form 990
$16,658,328
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,489,256
Other Expenses$5,352,852
Grants and Similar Amounts Paid$427,681
Total Fundraising Expense$105,740
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,138,204$345,287$50,331$9,533,822
Occupancy$782,458$78,311$9,200$869,969
Depreciation Depletion$826,213$4,974-$831,187
Other Employee Benefits$701,757$104,326$13,952$820,035
Payroll Taxes$616,489$69,768-$686,257
Grants to Domestic Orgs$427,681--$427,681
Interest$342,701$24,960-$367,661
Current Officers, Directors, Trustees, and Key Employees$137,617$173,614$23,591$334,822
Fees for Services Other$218,373$21,290$1,462$241,125
Office Expenses$190,458$47,139$829$238,426
Information Technology$172,359$18,833$3,593$194,785
Advertising$101,383$66,294$1,500$169,177
Other Expenses$164,664$29$0$164,693
All Other Expenses$114,687$13,311$1,180$129,178
Travel$88,930$31,851$102$120,883
Pension Plan Contributions$97,754$16,566-$114,320
Insurance$83,780$14,187-$97,967
Fees for Services Legal-$62,606-$62,606
Fees for Services Lobbying$60,400--$60,400
Fees for Services Accounting-$32,642-$32,642
Total Functional Expenses$16,038,061$1,125,988$105,740$17,269,789

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$17,280,589
Expenses per Audited Statements$17,269,789
Total Expenses per Form 990$17,269,789
Expenses Not Reported on Form 990$10,800
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Apple Tree Dental California IncHalf Moon Bay, CA501(c)3Fund Dental Clinic in San Mateo Providing Care to People With Special Access Needs Who Face Barriers to Care.$427,681
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$1,893

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Mounds View Minnesota2013-10-16$4,895,000Purchase and renovate building, purchase dental equipment

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,797,100-$400,385$97,900

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“Our board committees made recommendations to the entire board. They do not have the power to take actions without board approval. The committees are informal, and no minutes are generally taken.”

Form 990, Part VI, Section B, Line 11

“The draft form 990 will be reviewed by the chief executive officer and the chief financial officer for accuracy and content. Any corrections will be made, at which point the form 990 will be forwarded to the finance committee for full review and comment. Once any corrections are made from that review, the form 990 will be electronically provided to each board member for their comment with a deadline date for response. Once there is consensus on the form, it will be signed and filed.”

Form 990, Part VI, Section B, Line 12C

“Board members are required to disclose annually any conflicts of interest. Officers and key employees are not required to make any disclosures at this time.”

Form 990, Part VI, Section B, Line 15

“The executive committee requested, and was provided with salary history for the chief executive officer. Discussion was held regarding results and longevity. The committee determined their recommendation of the ceo's salary and provided it to the full board of directors for their approval before it was implemented.”

Form 990, Part VI, Section C, Line 19

“Public documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Apple Tree Dental
EIN
36-3411437
Phone
7637847993
Address
8960 SPRINGBROOK DR NW NO 150, MINNEAPOLIS, MN 55433

Signing Officer

Name
Michael Helgeson
Title
CEO
Phone
7637847993
Signed
2016-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Helgeson
Formed
1985
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
6
Employees
242
Volunteers
0

Preparer

Firm
Redpath and Company
Address
4810 WHITE BEAR PARKWAY, WHITE BEAR LAKE, MN 55110
Preparer
Ashley C Rehn CPA
Phone
6514267000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Audit standards provide that a tax expense or benefit from an uncertain income tax position (including tax-exempt status) may be recognized only when it is more likely than not that the position will be sustained upon examination by taxing authorities. Management believes the organization has no uncertain income tax positions that would result in an accrual, expense or benefit under the more likely than not standard.”

Raw XML AppendixShowing 400 of 830 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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IRS990/MissionDesc0PROVIDE DENTAL SERVICES TO UNDERSERVED POPULATIONS, INCLUDING LONG-TERM CARE FACILITY RESIDENTS, PERSONS WITH DISABILITIES, AND OTHERS LACKING ACCESS TO DENTAL CARE.
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IRS990/OccupancyGrp/TotalAmt0869969
IRS990/OfficeExpensesGrp/FundraisingAmt0829
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt047139
IRS990/OfficeExpensesGrp/ProgramServicesAmt0190458
IRS990/OfficeExpensesGrp/TotalAmt0238426
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0104326
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0701757
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0820035
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IRS990/OtherExpensesGrp/ProgramServicesAmt01201758
IRS990/OtherExpensesGrp/ProgramServicesAmt1292375
IRS990/OtherExpensesGrp/ProgramServicesAmt2278020
IRS990/OtherExpensesGrp/ProgramServicesAmt3164664
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IRS990/OtherExpensesGrp/TotalAmt1292375
IRS990/OtherExpensesGrp/TotalAmt2278020
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt069768
IRS990/PayrollTaxesGrp/ProgramServicesAmt0616489
IRS990/PayrollTaxesGrp/TotalAmt0686257
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt016566
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt097754
IRS990/PensionPlanContributionsGrp/TotalAmt0114320
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03887
IRS990/PrincipalOfficerNm0MICHAEL HELGESON
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IRS990/ProgramServiceRevenueGrp/Desc2MEDICAL RECORDS INCENTIVE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1500686
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2212500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt332397
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014489276
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1500686
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2212500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt332397
IRS990/ProgSrvcAccomActy2Grp/Desc0THE APPLE TREE INNOVATION PROGRAM STIMULATES CREATIVE CHANGE BY DESIGNING, TESTING AND BUILDING ORAL HEALTH CARE SOLUTIONS THAT ADVANCE ORAL HEALTH POLICY AND PRACTICE. POLICY IS INFLUENCED THROUGH BROAD-BASED COALITION BUILDING EFFORTS THAT CREATE WORKING RELATIONSHIPS WITH STATE AGENCIES INCLUDING THE DEPARTMENT OF HUMAN SERVICES, THE LEGISLATURE AND AMONG A RANGE OF STAKEHOLDERS IN ORAL HEALTH.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0326221
IRS990/ProgSrvcAccomActy2Grp/GrantAmt02701
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0APPLE TREE DENTAL CALIFORNIA, LLC: WE SUCCESSFULLY LAUNCHED A DENTAL CENTER IN SAN MATEO, CALIFORNIA WORKING WITH COMMUNITY STAKEHOLDERS AND ANOTHER CALIFORNIA NONPROFIT ORGANIZATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01476777
IRS990/ProgSrvcAccomActy3Grp/GrantAmt01500
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0267506
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,242,521
Liabilities
$10,924,171
Net assets
$3,318,350
Revenue
$16,658,328
Expenses
$17,269,789
Net income
-$611,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.3$13.9$8.35$29.6$30.6$1.07
2023Detailed filing. Detailed filing data is available for this year.$23.2$13.8$9.43$28.2$29.0$0.81
2022Detailed filing. Detailed filing data is available for this year.$24.6$14.4$10.2$23.3$23.5$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.1$9.71$10.4$24.2$21.7$2.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.7$10.9$7.83$17.9$17.0$0.87
2019Detailed filing. Detailed filing data is available for this year.$14.1$7.16$6.97$20.9$17.8$3.09
2018Detailed filing. Detailed filing data is available for this year.$11.7$7.77$3.88$18.3$16.8$1.60
2017Detailed filing. Detailed filing data is available for this year.$10.8$8.53$2.28$15.7$16.1$0.34
2016Detailed filing. Detailed filing data is available for this year.$11.4$8.80$2.62$16.0$16.7$0.70
2015Detailed filing. Detailed filing data is available for this year.$14.2$10.9$3.32$16.7$17.3$0.61
2014Detailed filing. Detailed filing data is available for this year.$14.6$10.7$3.93$14.7$14.2$0.49
2013Detailed filing. Detailed filing data is available for this year.$9.89$6.45$3.44$13.3$11.5$1.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$2.35$1.62$10.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$1.28$1.24$9.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$1.29$1.47$8.64
Peer Organizations

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