Civic Intelligence

Apple Tree Dental

990 • Fiscal year 2017 • EIN 36-3411437

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

Organization ProfileWWW.APPLETREEDENTAL.ORG

View Organization Page

2442 Mounds View BlvdMounds View, MN 55112

(763) 784-7993

Siviq Scores

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

Liabilities / Assets

86th percentile

0.79x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.54x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

28th percentile

-2.1%

Higher net margin than 28% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$395,948

Higher top officer pay than 87% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

13th percentile

-5.3%

Faster asset growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-1.3%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$10,816,860

Down $599,349 (-5.2%) from 2016

Net Assets

Down

$2,282,611

Down $336,448 (-13%) from 2016

Liabilities

Down

$8,534,249

Down $262,901 (-3.0%) from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin28th percentile

Revenue

Down

$15,748,272

Down $215,178 (-1.3%) from 2016

Expenses

Down

$16,084,720

Down $578,021 (-3.5%) from 2016

Net Income

Up

-$336,448

Up $362,843 (+52%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2017

Assets$10,816,860
Liabilities$8,534,249
Net Assets$2,282,611
Open 2017 Filing

Operations Trend

Revenue Growth30th 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

2017

Revenue$15,748,272
Expenses$16,084,720
Net Income-$336,448
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Gross Receipts
$15,749,418
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$8,064,114$7,776,443▼ $287,671
Accounts Receivable$1,880,673$1,235,036▼ $645,637
Savings and Temporary Cash Investments$1,082,890$1,204,744▲ $121,854
Pledges and Grants Receivable$285,803$329,332▲ $43,529
Cash and Non-Interest-Bearing Accounts$85,988$162,109▲ $76,121
Inventories for Sale or Use-$95,128-
Prepaid Expenses and Deferred Charges$4,786$6,238▲ $1,452
Other Notes and Loans Receivable, Net$5,470--
Total Assets$11,416,209$10,816,860▼ $599,349
Other Assets Total$6,485$7,830▲ $1,345
Liabilities
Tax Exempt Bond Liabilities$4,015,008$3,619,367▼ $395,641
Mortgage Notes Payable Secured by Investment Property$2,719,740$3,139,551▲ $419,811
Accounts Payable and Accrued Expenses$1,998,722$1,659,056▼ $339,666
Deferred Revenue$61,787$114,382▲ $52,595
Other Liabilities$1,893$1,893→ $0
Total Liabilities$8,797,150$8,534,249▼ $262,901
Net Assets / Fund Balance
Unrestricted Net Assets$1,773,772$1,839,111▲ $65,339
Temporarily Rstr Net Assets$845,287$443,500▼ $401,787
Total Net Assets Fund Balance$2,619,059$2,282,611▼ $336,448
Total Liabilities and Net Assets / Fund Balance$11,416,209$10,816,860▼ $599,349

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,919,302$1,002,714$5,922,016
Equipment$2,192,822$3,585,256$5,778,078
Land$624,500-$624,500
Other Land Buildings$32,178$221,715$253,893
Leasehold Improvements$7,641$191,110$198,751
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Aliasghar MohebbiDentistFT$368,583$27,365$395,948
Dr Michael HelgesonCEOFT$157,181$58,016$215,197
Dr Thy LuDentistFT$110,761$96,210$206,971
Dr Margie KennellyDentistFT$90,941$88,325$179,266
Dr Sucheta RaghavendraDentistFT$147,468$26,355$173,823
Dr Dongwuk ChaDentistFT$102,813$69,740$172,553
Nancy SchumacherCFOPT$133,625$12,218$145,843
Karen EngstromCOOPT$107,008$17,720$124,728

Board Members and Trustees

NameTitle
Dr Daniel SampsonDirector V.chair
Gayle KellyDirector, Chair
Barbara SmithDirector
Carl SelfDirector
Leigh DebiasseDirector
Naimul KarimDirector
Stephen TillittDirector
James LaniganTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sunset Dental Technologies LLCComputer Support26777 FALLBROOK AVE, Wyoming, MN 55092$135,321
Revenue and Support

Revenue Composition

Contributions and Grants
$839,190
Program Service Revenue
$14,839,085
Investment Income
$-206
Other Revenue
$70,203
All Other Contributions
$674,163
Change in Net Assets
$-336,448

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
Drugs and Medical Supplies4$153,038Invoice Price
Other Non Cash Contri Table21$132,293Invoice Price
Other Non Cash Contri Table1$3,250Sell Price
Total Noncash Contributions26$288,581-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,187,523
Other Expenses$4,897,197
Total Fundraising Expense$167,945
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,805,301$401,607$64,499$9,271,407
Other Employee Benefits$683,848$60,213$10,382$754,443
Depreciation Depletion$684,704$1,419-$686,123
Payroll Taxes$615,429$54,584$8,126$678,139
Occupancy$591,518$55,695$9,975$657,188
Current Officers, Directors, Trustees, and Key Employees$66,711$234,074$60,255$361,040
Interest$245,787$46,131-$291,918
Office Expenses$232,572$37,514$3,286$273,372
Fees for Services Other$183,965$73,167$1,148$258,280
Other Expenses$239,162$326,422-$239,162
Information Technology$164,443$25,285$4,523$194,251
All Other Expenses$114,264$37,367$5,511$157,142
Pension Plan Contributions$106,802$15,692-$122,494
Travel$107,645$11,508$240$119,393
Insurance$78,361$13,548-$91,909
Fees for Services Lobbying$56,400--$56,400
Fees for Services Accounting$21,758$21,187-$42,945
Fees for Services Legal-$37,815-$37,815
Advertising$12,345$546-$12,891
Total Functional Expenses$14,463,001$1,453,774$167,945$16,084,720
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Barbara SmithDirectorContract to Assist With a Research GrantNo$14,167
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-$1,275,634$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
Yes
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 requests, and is provided with salary history for the chief executive officer. Discussions are held regarding results and longevity. The committee determines their recommendation of the ceo's salary and provides it to the full board of directors for their approval before being 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
2442 MOUNDS VIEW BLVD, MOUNDS VIEW, MN 55112

Signing Officer

Name
Michael Helgeson
Title
CEO
Phone
7637847993
Signed
2018-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Helgeson
Formed
1985
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
234
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

Additional Explanations

Form 990, Part III, Line 3

“We provided ongoing support for the apple tree dental centers in san mateo and half moon bay, california, and successfully turned management of the centers over to local management. We ceased operations of atd california, llc in 2017.”

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 847 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01998722
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01659056
IRS990/AccountsReceivableGrp/BOYAmt01880673
IRS990/AccountsReceivableGrp/EOYAmt01235036
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO IMPROVE ORAL HEALTH IN THE LIVES OF PEOPLE WITH SPECIAL ACCESS NEEDS WHO FACE BARRIERS TO CARE.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0546
IRS990/AdvertisingGrp/ProgramServicesAmt012345
IRS990/AdvertisingGrp/TotalAmt012891
IRS990/AllOtherContributionsAmt0674163
IRS990/AllOtherExpensesGrp/FundraisingAmt05511
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt037367
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0114264
IRS990/AllOtherExpensesGrp/TotalAmt0157142
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NANCY SCHUMACHER CFO
IRS990/BooksInCareOfDetail/PhoneNum07637847993
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02442 MOUNDS VIEW BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MOUNDS VIEW
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055112
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt085988
IRS990/CashNonInterestBearingGrp/EOYAmt0162109
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt060255
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0234074
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt066711
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0361040
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0135321
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt026777 FALLBROOK AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WYOMING
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd055092
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SUNSET DENTAL TECHNOLOGIES LLC
IRS990/ContractorCompensationGrp/ServicesDesc0COMPUTER SUPPORT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0839190
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-206
IRS990/CYOtherExpensesAmt04897197
IRS990/CYOtherRevenueAmt070203
IRS990/CYProgramServiceRevenueAmt014839085
IRS990/CYRevenuesLessExpensesAmt0-336448
IRS990/CYSalariesCompEmpBnftPaidAmt011187523
IRS990/CYTotalExpensesAmt016084720
IRS990/CYTotalFundraisingExpenseAmt0167945
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015748272
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt061787
IRS990/DeferredRevenueGrp/EOYAmt0114382
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01419
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0684704
IRS990/DepreciationDepletionGrp/TotalAmt0686123
IRS990/Desc0WE SERVED 31,265 PATIENTS DURING 2017. THESE PATIENTS HAD A TOTAL OF 79,915 VISITS DURING THE YEAR. WE ALSO PERFORMED 7,718 ORAL HEALTH SCREENINGS IN RESIDENTIAL FACILITIES AND HEAD START SCHOOLS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0234
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt014217883
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt021187
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt021758
IRS990/FeesForServicesAccountingGrp/TotalAmt042945
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt037815
IRS990/FeesForServicesLegalGrp/TotalAmt037815
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt056400
IRS990/FeesForServicesLobbyingGrp/TotalAmt056400
IRS990/FeesForServicesOtherGrp/FundraisingAmt01148
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt073167
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0183965
IRS990/FeesForServicesOtherGrp/TotalAmt0258280
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt17.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt26.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt835.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt933.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1034.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1236.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1436.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt857104
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt912218
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1017720
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1127265
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1242638
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1341633
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1425724
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1522571
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHEN TILLITT
IRS990/Form990PartVIISectionAGrp/PersonNm1BARBARA SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2GAYLE KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES LANIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm4DR DANIEL SAMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm5LEIGH DEBIASSE
IRS990/Form990PartVIISectionAGrp/PersonNm6CARL SELF
IRS990/Form990PartVIISectionAGrp/PersonNm7NAIMUL KARIM
IRS990/Form990PartVIISectionAGrp/PersonNm8DR MICHAEL HELGESON
IRS990/Form990PartVIISectionAGrp/PersonNm9NANCY SCHUMACHER
IRS990/Form990PartVIISectionAGrp/PersonNm10KAREN ENGSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm11DR ALIASGHAR MOHEBBI
IRS990/Form990PartVIISectionAGrp/PersonNm12DR THY LU
IRS990/Form990PartVIISectionAGrp/PersonNm13DR MARGIE KENNELLY
IRS990/Form990PartVIISectionAGrp/PersonNm14DR SUCHETA RAGHAVENDRA
IRS990/Form990PartVIISectionAGrp/PersonNm15DR DONGWUK CHA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8158093
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9133625
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10107008
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11368683
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12164333
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13137633
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14148099
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15149982
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/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR, CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR V.CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10COO
IRS990/Form990PartVIISectionAGrp/TitleTxt11DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt12DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt13DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt14DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt15DENTIST
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-1146
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt0165027
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt015749418
IRS990/GrossRentsGrp/RealAmt070203
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt018
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04523
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt025285
IRS990/InformationTechnologyGrp/ProgramServicesAmt0164443
IRS990/InformationTechnologyGrp/TotalAmt0194251
IRS990/InsuranceGrp/ManagementAndGeneralAmt013548
IRS990/InsuranceGrp/ProgramServicesAmt078361
IRS990/InsuranceGrp/TotalAmt091909
IRS990/InterestGrp/ManagementAndGeneralAmt046131
IRS990/InterestGrp/ProgramServicesAmt0245787
IRS990/InterestGrp/TotalAmt0291918
IRS990/InventoriesForSaleOrUseGrp/EOYAmt095128
IRS990/InvestmentIncomeGrp/ExclusionAmt0940
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0940
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05000795
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08064114
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07776443
IRS990/LandBldgEquipCostOrOtherBssAmt012777238
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01146
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/BOYAmt02719740
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03139551
IRS990/NetAssetsOrFundBalancesBOYAmt02619059
IRS990/NetAssetsOrFundBalancesEOYAmt02282611
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1146
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1146
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt017140
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt040938
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt070203
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt012125
IRS990/NetUnrelatedBusTxblIncmAmt0-20560
IRS990/NoncashContributionsAmt0288581
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt09975
IRS990/OccupancyGrp/ManagementAndGeneralAmt055695
IRS990/OccupancyGrp/ProgramServicesAmt0591518
IRS990/OccupancyGrp/TotalAmt0657188
IRS990/OfficeExpensesGrp/FundraisingAmt03286
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt037514
IRS990/OfficeExpensesGrp/ProgramServicesAmt0232572
IRS990/OfficeExpensesGrp/TotalAmt0273372
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06485
IRS990/OtherAssetsTotalGrp/EOYAmt07830
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010382
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt060213
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0683848
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0754443
IRS990/OtherExpensesGrp/Desc0DENTAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1DISCONTINUED OPERATIONS
IRS990/OtherExpensesGrp/Desc2MN CARE TAXES
IRS990/OtherExpensesGrp/Desc3LAB SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0326422
IRS990/OtherExpensesGrp/ProgramServicesAmt01167288
IRS990/OtherExpensesGrp/ProgramServicesAmt1284698
IRS990/OtherExpensesGrp/ProgramServicesAmt2239162
IRS990/OtherExpensesGrp/TotalAmt01167288
IRS990/OtherExpensesGrp/TotalAmt1326422
IRS990/OtherExpensesGrp/TotalAmt2284698
IRS990/OtherExpensesGrp/TotalAmt3239162
IRS990/OtherLiabilitiesGrp/BOYAmt01893
IRS990/OtherLiabilitiesGrp/EOYAmt01893
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt064499
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0401607
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08805301
IRS990/OtherSalariesAndWagesGrp/TotalAmt09271407
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt05470
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08126
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt054584
IRS990/PayrollTaxesGrp/ProgramServicesAmt0615429
IRS990/PayrollTaxesGrp/TotalAmt0678139
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015692
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0106802
IRS990/PensionPlanContributionsGrp/TotalAmt0122494
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0285803
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0329332
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04786
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06238
IRS990/PrincipalOfficerNm0MICHAEL HELGESON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621210
IRS990/ProgramServiceRevenueGrp/BusinessCd1621210
IRS990/ProgramServiceRevenueGrp/BusinessCd2621210
IRS990/ProgramServiceRevenueGrp/BusinessCd3541618
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc1DENTAL DIRECTOR FEES
IRS990/ProgramServiceRevenueGrp/Desc2MEDICAL RECORDS INCENTIVE
IRS990/ProgramServiceRevenueGrp/Desc3MANAGEMENT FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014050674
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1563507
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2195500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt329404
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014050674
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1563507
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2195500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt329404
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/ExpenseAmt0204488
IRS990/ProgSrvcAccomActy3Grp/Desc0WE PROVIDED ONGOING SUPPORT FOR THE APPLE TREE DENTAL CENTERS IN SAN MATEO AND HALF MOON BAY, CALIFORNIA, AND SUCCESSFULLY TURNED MANAGEMENT OF THE CENTERS OVER TO LOCAL MANAGEMENT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt040630
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt070342
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0815158
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06529
IRS990/PYOtherExpensesAmt05490171
IRS990/PYOtherRevenueAmt0139791
IRS990/PYProgramServiceRevenueAmt015001972
IRS990/PYRevenuesLessExpensesAmt0-699291
IRS990/PYSalariesCompEmpBnftPaidAmt011172570
IRS990/PYTotalExpensesAmt016662741
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015963450
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-336448
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt070203
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt014809681
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01082890
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01204744
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0127161
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0244548
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0636569
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0305060

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,816,860
Liabilities
$8,534,249
Net assets
$2,282,611
Revenue
$15,748,272
Expenses
$16,084,720
Net income
-$336,448
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $10M-$25M nonprofits