Civic Intelligence

Apple Tree Dental

990 • Fiscal year 2018 • EIN 36-3411437

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 21, 2019

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

81st percentile

0.67x

Higher debt load relative to assets than 81% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

64th percentile

0.42x

Higher debt load relative to revenue than 64% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

65th percentile

8.7%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

89th percentile

$452,294

Higher top officer pay than 89% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

69th percentile

7.7%

Faster asset growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

17%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$11,650,045

Up $833,185 (+7.7%) from 2017

Net Assets

Up

$3,877,823

Up $1,595,212 (+70%) from 2017

Liabilities

Down

$7,772,222

Down $762,027 (-8.9%) from 2017

Revenue

Up

$18,347,284

Up $2,599,012 (+17%) from 2017

Expenses

Up

$16,752,072

Up $667,352 (+4.1%) from 2017

Net Income

Up

$1,595,212

Up $1,931,660 (+574%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$11,650,045
Liabilities$7,772,222
Net Assets$3,877,823

Operations Trend

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

2018

Revenue$18,347,284
Expenses$16,752,072
Net Income$1,595,212
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 21, 2019
Return Version
2018v3.1
Gross Receipts
$18,347,284
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$7,776,443$7,473,198▼ $303,245
Savings and Temporary Cash Investments$1,204,744$1,991,406▲ $786,662
Accounts Receivable$1,235,036$1,361,951▲ $126,915
Pledges and Grants Receivable$329,332$710,825▲ $381,493
Cash and Non-Interest-Bearing Accounts$162,109$99,397▼ $62,712
Prepaid Expenses and Deferred Charges$6,238$4,080▼ $2,158
Loans From Officers Directors-$1,625-
Inventories for Sale or Use$95,128$1,458▼ $93,670
Total Assets$10,816,860$11,650,045▲ $833,185
Other Assets Total$7,830$7,730▼ $100
Liabilities
Tax Exempt Bond Liabilities$3,619,367$3,209,619▼ $409,748
Mortgage Notes Payable Secured by Investment Property$3,139,551$2,606,356▼ $533,195
Accounts Payable and Accrued Expenses$1,659,056$1,865,758▲ $206,702
Deferred Revenue$114,382$87,826▼ $26,556
Other Liabilities$1,893$1,038▼ $855
Total Liabilities$8,534,249$7,772,222▼ $762,027
Net Assets / Fund Balance
Unrestricted Net Assets$1,839,111$2,445,573▲ $606,462
Temporarily Rstr Net Assets$443,500$1,432,250▲ $988,750
Total Net Assets Fund Balance$2,282,611$3,877,823▲ $1,595,212
Total Liabilities and Net Assets / Fund Balance$10,816,860$11,650,045▲ $833,185

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,078,577$3,857,412$5,935,989
Buildings$4,743,947$1,178,068$5,922,015
Land$624,500-$624,500
Other Land Buildings$19,721$234,172$253,893
Leasehold Improvements$6,453$192,298$198,751
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Aliasghar MohebbiDentistFT$426,158$26,136$452,294
Dr Michael HelgesonCEOFT$157,949$56,509$214,458
Dr Thy LuDentistFT$105,327$91,883$197,210
Dr Ashok GorrepatiDentistFT$144,958$43,441$188,399
Dr Dongwuk ChaDentistFT$98,810$80,785$179,595
Dr Sucheta RaghavendraDentistFT$148,541$30,418$178,959
Nancy SchumacherCFOFT$132,586$12,240$144,826
Karen EngstromCOOFT$115,401$17,596$132,997

Board Members and Trustees

NameTitle
Dr Daniel SampsonDirector, Chair
Barbara SmithDirector
Diane ThorsonDirector
Gayle KellyDirector
Karl SelfDirector
Leigh DebiasseDirector
Naimul KarimDirector
Stephen TillittDirector
James LaniganTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sunset Dental TechnologiesComputer Support26777 FALLBROOK AVE, Wyoming, MN 55092$190,638
-Nurse Anesthetist5816 ZENITH AVE SO, Edina, MN 55410$149,750
Revenue and Support

Revenue Composition

Contributions and Grants
$1,833,535
Program Service Revenue
$16,492,608
Investment Income
$720
Other Revenue
$20,421
All Other Contributions
$1,662,598
Change in Net Assets
$1,595,212

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 Table13$58,850Invoice Price
Other Non Cash Contri Table1$58,600Appraisal
Other Non Cash Contri Table1$14,410Invoice Price
Other Non Cash Contri Table1$3,914Invoice Price
Total Noncash Contributions16$135,774-

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,347,284
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$46,650
Total Revenue per Audited Statements
$18,393,934
Total Revenue per Form 990
$18,347,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,019,743
Other Expenses$4,689,575
Total Fundraising Expense$159,073
Professional Fundraising Fees$42,754
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,411,181$443,509$52,672$9,907,362
Other Employee Benefits$692,775$73,275$107$766,157
Payroll Taxes$661,639$61,075-$722,714
Depreciation Depletion$675,902$3,279$306$679,487
Occupancy$576,222$42,111$4,184$622,517
Current Officers, Directors, Trustees, and Key Employees$164,085$276,726$51,470$492,281
Fees for Services Other$245,890$91,030-$336,920
Office Expenses$247,932$27,106$1,003$276,041
Interest$209,939$63,876-$273,815
Information Technology$188,226$24,734$3,532$216,492
Pension Plan Contributions$116,099$15,130-$131,229
All Other Expenses$117,861$5,787$801$124,449
Other Expenses$78,348$30,120$879$109,347
Travel$92,972$7,561$1,261$101,794
Insurance$72,187$12,560$104$84,851
Fees for Services Lobbying$56,400--$56,400
Fees for Services Professional Fundraising--$42,754$42,754
Fees for Services Accounting$4,813$32,138-$36,951
Advertising$11,337$1,623-$12,960
Fees for Services Legal-$10,432-$10,432
Total Functional Expenses$15,370,927$1,222,072$159,073$16,752,072

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$16,798,722
Expenses per Audited Statements$16,752,072
Total Expenses per Form 990$16,752,072
Expenses Not Reported on Form 990$46,650
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$42,754
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$39,500

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$1,625-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$1,038

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-$409,748$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
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 make 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
2019-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Helgeson
Formed
1985
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
9
Employees
259
Volunteers
9

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.

Parts XI and XII

The organization has implemented the provisions of accounting standards update (asu) 2016-14, not-for-profit entities (topic 958) - presentation of financial statements of not-for-profit entities. Asu 2016-14 addresses the complexity and understandability of net assets classification, deficiencies in information about liquidity and availability of resources, and the lack of consistency in the type of information provided about expenses and investment return. The presentation in this form 990 has been adjusted accordingly.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1117596
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1226036
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1347996
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1423248
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1530212
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1623197
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/PersonNm6KARL SELF
IRS990/Form990PartVIISectionAGrp/PersonNm7NAIMUL KARIM
IRS990/Form990PartVIISectionAGrp/PersonNm8DIANE THORSON
IRS990/Form990PartVIISectionAGrp/PersonNm9DR MICHAEL HELGESON
IRS990/Form990PartVIISectionAGrp/PersonNm10NANCY SCHUMACHER
IRS990/Form990PartVIISectionAGrp/PersonNm11KAREN ENGSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm12DR ALIASGHAR MOHEBBI
IRS990/Form990PartVIISectionAGrp/PersonNm13DR THY LU
IRS990/Form990PartVIISectionAGrp/PersonNm14DR ASHOK GORREPATI
IRS990/Form990PartVIISectionAGrp/PersonNm15DR SUCHETA RAGHAVENDRA
IRS990/Form990PartVIISectionAGrp/PersonNm16DR 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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9159049
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10132586
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11115401
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12426258
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13149214
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14165151
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15148747
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16156398
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR, CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11COO
IRS990/Form990PartVIISectionAGrp/TitleTxt12DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt13DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt14DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt15DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt16DENTIST
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0170360
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt018347284
IRS990/GrossRentsGrp/RealAmt020421
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt023
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt03532
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt024734
IRS990/InformationTechnologyGrp/ProgramServicesAmt0188226
IRS990/InformationTechnologyGrp/TotalAmt0216492
IRS990/InsuranceGrp/FundraisingAmt0104
IRS990/InsuranceGrp/ManagementAndGeneralAmt012560
IRS990/InsuranceGrp/ProgramServicesAmt072187
IRS990/InsuranceGrp/TotalAmt084851
IRS990/InterestGrp/ManagementAndGeneralAmt063876
IRS990/InterestGrp/ProgramServicesAmt0209939
IRS990/InterestGrp/TotalAmt0273815
IRS990/InventoriesForSaleOrUseGrp/BOYAmt095128
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01458
IRS990/InvestmentIncomeGrp/ExclusionAmt0720
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0720
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt026
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05461950
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07776443
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07473198
IRS990/LandBldgEquipCostOrOtherBssAmt012935148
IRS990/LegalDomicileStateCd0MN
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt01625
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/BOYAmt03139551
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02606356
IRS990/NetAssetsOrFundBalancesBOYAmt02282611
IRS990/NetAssetsOrFundBalancesEOYAmt03877823
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt014640
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt020421
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt05781
IRS990/NetUnrelatedBusTxblIncmAmt0-3614
IRS990/NoncashContributionsAmt0135774
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04184
IRS990/OccupancyGrp/ManagementAndGeneralAmt042111
IRS990/OccupancyGrp/ProgramServicesAmt0576222
IRS990/OccupancyGrp/TotalAmt0622517
IRS990/OfficeExpensesGrp/FundraisingAmt01003
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt027106
IRS990/OfficeExpensesGrp/ProgramServicesAmt0247932
IRS990/OfficeExpensesGrp/TotalAmt0276041
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07830
IRS990/OtherAssetsTotalGrp/EOYAmt07730
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0107
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt073275
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0692775
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0766157
IRS990/OtherExpensesGrp/Desc0DENTAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1MN CARE TAXES
IRS990/OtherExpensesGrp/Desc2LAB SERVICES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0879
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030120
IRS990/OtherExpensesGrp/ProgramServicesAmt01167616
IRS990/OtherExpensesGrp/ProgramServicesAmt1305916
IRS990/OtherExpensesGrp/ProgramServicesAmt2273587
IRS990/OtherExpensesGrp/ProgramServicesAmt378348
IRS990/OtherExpensesGrp/TotalAmt01167616
IRS990/OtherExpensesGrp/TotalAmt1305916
IRS990/OtherExpensesGrp/TotalAmt2273587
IRS990/OtherExpensesGrp/TotalAmt3109347
IRS990/OtherLiabilitiesGrp/BOYAmt01893
IRS990/OtherLiabilitiesGrp/EOYAmt01038
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt052672
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0443509
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09411181
IRS990/OtherSalariesAndWagesGrp/TotalAmt09907362
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt061075
IRS990/PayrollTaxesGrp/ProgramServicesAmt0661639
IRS990/PayrollTaxesGrp/TotalAmt0722714
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015130
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0116099
IRS990/PensionPlanContributionsGrp/TotalAmt0131229
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0329332
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0710825
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06238
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04080
IRS990/PrincipalOfficerNm0MICHAEL HELGESON
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0621210
IRS990/ProgramServiceRevenueGrp/BusinessCd1621210
IRS990/ProgramServiceRevenueGrp/BusinessCd2621210
IRS990/ProgramServiceRevenueGrp/BusinessCd3621990
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc1DENTAL DIRECTOR FEES
IRS990/ProgramServiceRevenueGrp/Desc2MEDICAL RECORDS INCENTIVE
IRS990/ProgramServiceRevenueGrp/Desc3MOBILE UNIT PLACEMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015718800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1607209
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2136000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt330599
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015718800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1607209
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2136000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt330599
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. MOBILE DENTAL OFFICES ARE DESIGNED, BUILT AND USED FOR THE EXPANSION OF CARE TO UNDERSERVED POPULATIONS, BOTH FOR APPLE TREE DENTAL AND OTHER NONPROFIT ORGANIZATIONS WITH SIMILAR MISSIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0186355
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt030599
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0839190
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-206
IRS990/PYOtherExpensesAmt04897197
IRS990/PYOtherRevenueAmt070203
IRS990/PYProgramServiceRevenueAmt014839085
IRS990/PYRevenuesLessExpensesAmt0-336448
IRS990/PYSalariesCompEmpBnftPaidAmt011187523
IRS990/PYTotalExpensesAmt016084720
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015748272
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01595212
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt020421
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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. 2018 filings • 501(c)3 • $10M-$25M nonprofits