Civic Intelligence

Apple Tree Dental

990 • Fiscal year 2016 • EIN 36-3411437

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 04, 2017

Organization ProfileWWW.APPLETREEDENTAL.ORG

View Organization Page

8960 Springbrook Drive 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

85th percentile

0.77x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

69th percentile

0.55x

Higher debt load relative to revenue than 69% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

24th percentile

-4.4%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

87th percentile

$399,294

Higher top officer pay than 87% of similar nonprofits.

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

4th percentile

-20%

Faster asset growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-4.2%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$11,416,209

Down $2,826,312 (-20%) from 2015

Net Assets

Down

$2,619,059

Down $699,291 (-21%) from 2015

Liabilities

Down

$8,797,150

Down $2,127,021 (-19%) from 2015

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin24th percentile

Revenue

Down

$15,963,450

Down $694,878 (-4.2%) from 2015

Expenses

Down

$16,662,741

Down $607,048 (-3.5%) from 2015

Net Income

Down

-$699,291

Down $87,830 (-14%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2016

Assets$11,416,209
Liabilities$8,797,150
Net Assets$2,619,059
Open 2016 Filing

Operations Trend

Revenue Growth29th 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

2016

Revenue$15,963,450
Expenses$16,662,741
Net Income-$699,291
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 4, 2017
Return Version
2016v3.0
Gross Receipts
$15,963,450
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$10,246,796$8,064,114▼ $2,182,682
Accounts Receivable$1,780,155$1,880,673▲ $100,518
Savings and Temporary Cash Investments$1,445,698$1,082,890▼ $362,808
Pledges and Grants Receivable$579,746$285,803▼ $293,943
Intangible Assets$140,880$0▼ $140,880
Cash and Non-Interest-Bearing Accounts$24,177$85,988▲ $61,811
Other Notes and Loans Receivable, Net-$5,470-
Prepaid Expenses and Deferred Charges$3,887$4,786▲ $899
Total Assets$14,242,521$11,416,209▼ $2,826,312
Other Assets Total$21,182$6,485▼ $14,697
Liabilities
Tax Exempt Bond Liabilities$4,396,715$4,015,008▼ $381,707
Mortgage Notes Payable Secured by Investment Property$4,168,528$2,719,740▼ $1,448,788
Accounts Payable and Accrued Expenses$2,297,468$1,998,722▼ $298,746
Deferred Revenue$59,567$61,787▲ $2,220
Other Liabilities$1,893$1,893→ $0
Total Liabilities$10,924,171$8,797,150▼ $2,127,021
Net Assets / Fund Balance
Unrestricted Net Assets$2,330,536$1,773,772▼ $556,764
Temporarily Rstr Net Assets$987,814$845,287▼ $142,527
Total Net Assets Fund Balance$3,318,350$2,619,059▼ $699,291
Total Liabilities and Net Assets / Fund Balance$14,242,521$11,416,209▼ $2,826,312

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,081,416$827,823$5,909,239
Equipment$2,303,730$3,179,247$5,482,977
Land$624,500-$624,500
Other Land Buildings$44,634$209,259$253,893
Leasehold Improvements$9,834$188,917$198,751
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Aliasghar MohebbiDentistFT$353,946$45,348$399,294
Dr Michael HelgesonCEOPT$155,565$55,874$211,439
Dr Thy Phuong LuDentistFT$111,853$83,662$195,515
Dr Margie KennellyDentistFT$91,775$88,321$180,096
Ravi GuptaDentistFT$132,625$42,356$174,981
Erin GuttormsonDentistFT$104,610$66,780$171,390
Nancy SchumacherCFOPT$128,144$13,939$142,083
Karen EngstromCOOPT$107,740$16,988$124,728

Board Members and Trustees

NameTitle
Gayle KellyChairperson
Stephen TillitDirector Chair Part Year
Dr Daniel SampsonDirector V.chair
Barbara SmithDirector
Dan CallahanDirector
James ChaseDirector
James LaniganDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Sunset Dental Technologies LLCComputer Support26777 FALLBROOK AVE, Wyoming, MN 55092$123,940
Revenue and Support

Revenue Composition

Contributions and Grants
$815,158
Program Service Revenue
$15,001,972
Investment Income
$6,529
Other Revenue
$139,791
All Other Contributions
$597,488
Change in Net Assets
$-699,291

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 Table14$83,375Invoice Price
Drugs and Medical Supplies1$10,000-
Total Noncash Contributions15$93,375-

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,963,450
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$26,254
Total Revenue per Audited Statements
$15,989,704
Total Revenue per Form 990
$15,963,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,172,570
Other Expenses$5,490,171
Total Fundraising Expense$111,940
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,877,369$334,597$40,050$9,252,016
Depreciation Depletion$827,575$4,298-$831,873
Other Employee Benefits$716,407$70,220$7,443$794,070
Occupancy$668,915$57,370$8,550$734,835
Payroll Taxes$603,873$60,473$5,933$670,279
Interest$312,717$48,938-$361,655
Current Officers, Directors, Trustees, and Key Employees$107,834$205,515$40,173$353,522
Office Expenses$283,800$7,004$799$291,603
Other Expenses$271,369--$271,369
Fees for Services Other$132,631$62,285$3,541$198,457
All Other Expenses$128,127$44,233$2,629$174,989
Information Technology$135,895$16,079$2,383$154,357
Pension Plan Contributions$86,626$16,057-$102,683
Insurance$84,735$14,293-$99,028
Travel$91,056$7,126$439$98,621
Fees for Services Lobbying$56,400--$56,400
Advertising$35,662$13,042-$48,704
Fees for Services Accounting$418$45,787-$46,205
Fees for Services Legal-$8,178-$8,178
Total Functional Expenses$15,535,306$1,015,495$111,940$16,662,741

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$16,688,995
Expenses per Audited Statements$16,662,741
Total Expenses per Form 990$16,662,741
Expenses Not Reported on Form 990$26,254
Expenses Not Reported on Financial Statements$0
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-$782,092$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
Yes
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 11B

“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 DRIVE NW NO 150, MINNEAPOLIS, MN 55433

Signing Officer

Name
Michael Helgeson
Title
CEO
Phone
7637847993
Signed
2017-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Helgeson
Formed
1985
Legal Domicile
Mn
Voting Board Members
5
Independent Board Members
5
Employees
227
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 844 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/Desc0WE SERVED 30,948 PATIENTS DURING 2016. THESE PATIENTS HAD A TOTAL OF 79,293 VISITS DURING THE YEAR. WE ALSO PERFORMED 8,557 ORAL HEALTH SCREENINGS IN RESIDENTIAL FACILITIES OR HEAD START SCHOOLS.
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IRS990/Form990PartVIISectionAGrp/PersonNm10RAVI GUPTA
IRS990/Form990PartVIISectionAGrp/PersonNm11ERIN GUTTORMSON
IRS990/Form990PartVIISectionAGrp/PersonNm12DR ALIASGHAR MOHEBBI
IRS990/Form990PartVIISectionAGrp/PersonNm13DR THY PHUONG LU
IRS990/Form990PartVIISectionAGrp/PersonNm14DR MARGIE KENNELLY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7156665
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8128144
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9107740
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10156189
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11151092
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12354046
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13152555
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14139280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR CHAIR PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR V.CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt9COO
IRS990/Form990PartVIISectionAGrp/TitleTxt10DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt11DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt12DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt13DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt14DENTIST
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt0217670
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt015963450
IRS990/GrossRentsGrp/RealAmt0138076
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt019
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02383
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt016079
IRS990/InformationTechnologyGrp/ProgramServicesAmt0135895
IRS990/InformationTechnologyGrp/TotalAmt0154357
IRS990/InsuranceGrp/ManagementAndGeneralAmt014293
IRS990/InsuranceGrp/ProgramServicesAmt084735
IRS990/InsuranceGrp/TotalAmt099028
IRS990/IntangibleAssetsGrp/BOYAmt0140880
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt048938
IRS990/InterestGrp/ProgramServicesAmt0312717
IRS990/InterestGrp/TotalAmt0361655
IRS990/InvestmentIncomeGrp/ExclusionAmt06529
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06529
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04405246
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010246796
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08064114
IRS990/LandBldgEquipCostOrOtherBssAmt012469360
IRS990/LegalDomicileStateCd0MN
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE DENTAL SERVICES TO UNDERSERVED POPULATIONS, INCLUDING LONG-TERM CARE FACILITY RESIDENTS, PERSONS WITH DISABILITIES, AND OTHERS LACKING ACCESS TO DENTAL CARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt04168528
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02719740
IRS990/NetAssetsOrFundBalancesBOYAmt03318350
IRS990/NetAssetsOrFundBalancesEOYAmt02619059
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt016390
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0110886
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0138076
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt010800
IRS990/NetUnrelatedBusTxblIncmAmt0-24226
IRS990/NoncashContributionsAmt093375
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt08550
IRS990/OccupancyGrp/ManagementAndGeneralAmt057370
IRS990/OccupancyGrp/ProgramServicesAmt0668915
IRS990/OccupancyGrp/TotalAmt0734835
IRS990/OfficeExpensesGrp/FundraisingAmt0799
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07004
IRS990/OfficeExpensesGrp/ProgramServicesAmt0283800
IRS990/OfficeExpensesGrp/TotalAmt0291603
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt021182
IRS990/OtherAssetsTotalGrp/EOYAmt06485
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07443
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt070220
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0716407
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0794070
IRS990/OtherExpensesGrp/Desc0DENTAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1VALUATION LOSS ON NOTE
IRS990/OtherExpensesGrp/Desc2MN CARE TAXES
IRS990/OtherExpensesGrp/Desc3LAB SERVICES
IRS990/OtherExpensesGrp/ProgramServicesAmt01069714
IRS990/OtherExpensesGrp/ProgramServicesAmt1770413
IRS990/OtherExpensesGrp/ProgramServicesAmt2273770
IRS990/OtherExpensesGrp/ProgramServicesAmt3271369
IRS990/OtherExpensesGrp/TotalAmt01069714
IRS990/OtherExpensesGrp/TotalAmt1770413
IRS990/OtherExpensesGrp/TotalAmt2273770
IRS990/OtherExpensesGrp/TotalAmt3271369
IRS990/OtherLiabilitiesGrp/BOYAmt01893
IRS990/OtherLiabilitiesGrp/EOYAmt01893
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01715
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01715
IRS990/OtherRevenueTotalAmt01715
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt040050
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0334597
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08877369
IRS990/OtherSalariesAndWagesGrp/TotalAmt09252016
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt05470
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05933
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt060473
IRS990/PayrollTaxesGrp/ProgramServicesAmt0603873
IRS990/PayrollTaxesGrp/TotalAmt0670279
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt016057
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt086626
IRS990/PensionPlanContributionsGrp/TotalAmt0102683
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0579746
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0285803
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03887
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04786
IRS990/PrincipalOfficerNm0MICHAEL HELGESON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621990
IRS990/ProgramServiceRevenueGrp/BusinessCd1621990
IRS990/ProgramServiceRevenueGrp/BusinessCd2621990
IRS990/ProgramServiceRevenueGrp/BusinessCd3541610
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc1DENTAL DIRECTOR FEES
IRS990/ProgramServiceRevenueGrp/Desc2MEDICAL RECORDS INCENTIVE
IRS990/ProgramServiceRevenueGrp/Desc3MANAGEMENT FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014058682
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1493651
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2310250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3139389
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014058682
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1493651
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2310250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3139389
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/ExpenseAmt0301209
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05133
IRS990/ProgSrvcAccomActy3Grp/Desc0WE PROVIDED ONGOING SUPPORT FOR THE SAN MATEO, CALIFORNIA APPLE TREE DENTAL CENTER.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01167657
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0258339
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01230088
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0427681
IRS990/PYInvestmentIncomeAmt01458
IRS990/PYOtherExpensesAmt05352852
IRS990/PYOtherRevenueAmt0191923
IRS990/PYProgramServiceRevenueAmt015234859
IRS990/PYRevenuesLessExpensesAmt0-611461
IRS990/PYSalariesCompEmpBnftPaidAmt011489256
IRS990/PYTotalExpensesAmt017269789
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt016658328
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-699291
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt0138076
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt014849386
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01445698
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01082890
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0244548
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0636569
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0305060
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0183523
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0516133
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01885833
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0815158
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01230088
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01600152

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,416,209
Liabilities
$8,797,150
Net assets
$2,619,059
Revenue
$15,963,450
Expenses
$16,662,741
Net income
-$699,291
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