Civic Intelligence

Apple Tree Dental

990 • Fiscal year 2020 • EIN 36-3411437

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 28, 2021

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

76th percentile

0.58x

Higher debt load relative to assets than 76% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.61x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

52nd percentile

4.8%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

87th percentile

$384,124

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

83rd percentile

32%

Faster asset growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-14%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$18,686,340

Up $4,561,584 (+32%) from 2019

Net Assets

Up

$7,831,522

Up $865,181 (+12%) from 2019

Liabilities

Up

$10,854,818

Up $3,696,403 (+52%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin52nd percentile

Revenue

Down

$17,906,566

Down $2,958,487 (-14%) from 2019

Expenses

Down

$17,041,385

Down $735,150 (-4.1%) from 2019

Net Income

Down

$865,181

Down $2,223,337 (-72%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2020

Assets$18,686,340
Liabilities$10,854,818
Net Assets$7,831,522
Open 2020 Filing

Operations Trend

Revenue Growth23rd 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

2020

Revenue$17,906,566
Expenses$17,041,385
Net Income$865,181
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 28, 2021
Return Version
2020v4.1
Gross Receipts
$17,912,201
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$8,314,742$12,463,913▲ $4,149,171
Savings and Temporary Cash Investments$2,052,368$2,456,067▲ $403,699
Pledges and Grants Receivable$2,274,044$2,217,188▼ $56,856
Accounts Receivable$1,211,030$1,224,331▲ $13,301
Cash and Non-Interest-Bearing Accounts$188,821$262,391▲ $73,570
Inventories for Sale or Use$54,349$29,602▼ $24,747
Prepaid Expenses and Deferred Charges$21,672$17,103▼ $4,569
Total Assets$14,124,756$18,686,340▲ $4,561,584
Other Assets Total$7,730$15,745▲ $8,015
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,525,884$4,907,749▲ $3,381,865
Tax Exempt Bond Liabilities$2,978,495$2,849,462▼ $129,033
Accounts Payable and Accrued Expenses$2,193,467$2,416,065▲ $222,598
Deferred Revenue$459,531$680,504▲ $220,973
Other Liabilities$1,038$1,038→ $0
Total Liabilities$7,158,415$10,854,818▲ $3,696,403
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,771,886$5,317,686▲ $1,545,800
Net Assets With Donor Restrictions$3,194,455$2,513,836▼ $680,619
Total Net Assets Fund Balance$6,966,341$7,831,522▲ $865,181
Total Liabilities and Net Assets / Fund Balance$14,124,756$18,686,340▲ $4,561,584

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,205,924$1,555,139$9,761,063
Equipment$3,324,952$4,373,885$7,698,837
Land$849,500-$849,500
Leasehold Improvements$83,537$166,046$249,583
Other Land Buildings$0$235,112$235,112
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Aliasghar MohebbiDentistFT$356,928$27,196$384,124
Dr Ashok GorrepatiDentistFT$187,854$35,242$223,096
Dr Michael HelgesonCEOFT$161,585$54,075$215,660
Teresa JohnsonDental DirectorFT$150,884$26,633$177,517
Nancy SchumacherCFOFT$134,733$24,742$159,475
Dr Thy LuDentistPT$104,325$48,966$153,291
Dr Matthew HanowskiDentistFT$130,559$17,580$148,139
Dr Zachary ConklinDentistFT$130,101$17,299$147,400
Karen EngstromCOOFT$119,706$17,731$137,437

Board Members and Trustees

NameTitle
Dr Daniel SampsonDirector, Chair
Barbara SmithDirector
Diane ThorsonDirector
Gayle KellyDirector
James LaniganDirector
Karl SelfDirector
Naimul Karim PhdDirector
Stephen TillittDirector
Leigh DebiasseTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sunset Dental TechnologiesComputer Support26777 FALLBROOK AVE, Wyoming, MN 55092$195,817
-Nurse Anesthetist5816 ZENITH AVE SO, Edina, MN 55410$164,400
Revenue and Support

Revenue Composition

Contributions and Grants
$4,881,188
Program Service Revenue
$12,924,870
Investment Income
$598
Other Revenue
$99,910
All Other Contributions
$2,743,088
Change in Net Assets
$865,181

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 Table1$46,029Invoice Price
Drugs and Medical Supplies1$29,602Invoice Cost
Total Noncash Contributions2$75,631-

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,912,201
Revenue Not Reported on Financial Statements
$-5,635
Revenue Not Reported on Form 990
$56,517
Other Revenue Adjustments
$-5,635
Total Revenue per Audited Statements
$17,968,718
Total Revenue per Form 990
$17,906,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,276,978
Other Expenses$4,763,576
Total Fundraising Expense$154,799
Professional Fundraising Fees$831
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,865,805$570,668$87,477$9,523,950
Other Employee Benefits$1,200,112$67,172-$1,267,284
Depreciation Depletion$746,456$8,423$384$755,263
Payroll Taxes$662,479$55,145$7,974$725,598
Occupancy$669,619$39,195$6,688$715,502
Current Officers, Directors, Trustees, and Key Employees$409,991$236,966$43,132$690,089
Fees for Services Other$519,747$65,512-$585,259
Office Expenses$282,265$77,304$7,401$366,970
Interest$202,542$15-$202,557
Insurance$91,608$14,655-$106,263
Other Expenses$78,091--$78,091
All Other Expenses$67,418$3,513$900$71,831
Pension Plan Contributions$70,057--$70,057
Travel$43,576$1,586$12$45,174
Fees for Services Accounting$11,894$27,828-$39,722
Fees for Services Lobbying$27,500--$27,500
Fees for Services Legal$6,546$15,315-$21,861
Advertising$8,694$5,319-$14,013
Conferences and Meetings$3,254$412-$3,666
Fees for Services Professional Fundraising--$831$831
Total Functional Expenses$15,697,558$1,189,028$154,799$17,041,385

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$17,097,902
Expenses per Audited Statements$17,041,385
Total Expenses per Form 990$17,041,385
Expenses Not Reported on Form 990$56,517
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$831
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$1,038

Bond Issues

BondIssuerIssuedIssue PricePurpose
BCity of Fergus Falls Minnesota2020-02-14$3,491,165Reissuance bond for the construction and equipping of a new dental clinic.
ACity of Mounds View Minnesota2019-09-30$3,000,000Refinanced the prior purchase and renovation of the building and dental eqpt

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$3,491,165-$45,871-
A$3,000,000$2,956,068$150,538$43,932

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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The board committees do not have the power to take actions without board approval. The committees can make recommendations to the entire board. 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

“Governing documents, conflict of interest policy, and financial statements 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
2021-09-28
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
276
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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on sale of assets -5,635.”

Raw XML AppendixShowing 400 of 858 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 29,158 PATIENTS DURING 2020. THESE PATIENTS HAD A TOTAL OF 64,356 VISITS DURING THE YEAR. WE ALSO PERFORMED 2,634 ORAL HEALTH SCREENINGS IN RESIDENTIAL FACILITIES AND HEAD START SCHOOLS.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt135242
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt254075
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt326633
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt424742
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt548966
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt617580
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt717299
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt817731
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0DR ALIASGHAR MOHEBBI
IRS990/Form990PartVIISectionAGrp/PersonNm1DR ASHOK GORREPATI
IRS990/Form990PartVIISectionAGrp/PersonNm2DR MICHAEL HELGESON
IRS990/Form990PartVIISectionAGrp/PersonNm3TERESA JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm4NANCY SCHUMACHER
IRS990/Form990PartVIISectionAGrp/PersonNm5DR THY LU
IRS990/Form990PartVIISectionAGrp/PersonNm6DR MATTHEW HANOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm7DR ZACHARY CONKLIN
IRS990/Form990PartVIISectionAGrp/PersonNm8KAREN ENGSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm9DR DANIEL SAMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm10LEIGH DEBIASSE
IRS990/Form990PartVIISectionAGrp/PersonNm11NAIMUL KARIM PHD
IRS990/Form990PartVIISectionAGrp/PersonNm12GAYLE KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm13JAMES LANIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm14KARL SELF
IRS990/Form990PartVIISectionAGrp/PersonNm15BARBARA SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm16DIANE THORSON
IRS990/Form990PartVIISectionAGrp/PersonNm17STEPHEN TILLITT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0356928
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1187854
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2161585
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3150884
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4134733
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5104325
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6130559
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7130101
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8119706
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt1DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt2CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt3DENTAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt5DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt6DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt7DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt8COO
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR, CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-5635
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt02138100
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt017912201
IRS990/GrossRentsGrp/PersonalAmt09617
IRS990/GrossRentsGrp/RealAmt055928
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt018
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt014655
IRS990/InsuranceGrp/ProgramServicesAmt091608
IRS990/InsuranceGrp/TotalAmt0106263
IRS990/InterestGrp/ManagementAndGeneralAmt015
IRS990/InterestGrp/ProgramServicesAmt0202542
IRS990/InterestGrp/TotalAmt0202557
IRS990/InventoriesForSaleOrUseGrp/BOYAmt054349
IRS990/InventoriesForSaleOrUseGrp/EOYAmt029602
IRS990/InvestmentIncomeGrp/ExclusionAmt06233
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06233
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06330182
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08314742
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012463913
IRS990/LandBldgEquipCostOrOtherBssAmt018794095
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt05635
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO HELP PEOPLE OF ALL AGES AND ABILITIES ACCESS ORAL HEALTH SERVICES THROUGH CLINICAL INNOVATIONS, EDUCATIONAL PARTNERSHIPS, RESEARCH, AND ADVOCACY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01525884
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04907749
IRS990/NetAssetsOrFundBalancesBOYAmt06966341
IRS990/NetAssetsOrFundBalancesEOYAmt07831522
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-5635
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-5635
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt012780
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt052765
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt065545
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03771886
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05317686
IRS990/NoncashContributionsAmt075632
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06688
IRS990/OccupancyGrp/ManagementAndGeneralAmt039195
IRS990/OccupancyGrp/ProgramServicesAmt0669619
IRS990/OccupancyGrp/TotalAmt0715502
IRS990/OfficeExpensesGrp/FundraisingAmt07401
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt077304
IRS990/OfficeExpensesGrp/ProgramServicesAmt0282265
IRS990/OfficeExpensesGrp/TotalAmt0366970
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07730
IRS990/OtherAssetsTotalGrp/EOYAmt015745
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt067172
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01200112
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01267284
IRS990/OtherExpensesGrp/Desc0DENTAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1LAB SERVICES
IRS990/OtherExpensesGrp/Desc2MN CARE TAXES
IRS990/OtherExpensesGrp/Desc3BAD DEBTS
IRS990/OtherExpensesGrp/ProgramServicesAmt01281465
IRS990/OtherExpensesGrp/ProgramServicesAmt1232502
IRS990/OtherExpensesGrp/ProgramServicesAmt2215937
IRS990/OtherExpensesGrp/ProgramServicesAmt378091
IRS990/OtherExpensesGrp/TotalAmt01281465
IRS990/OtherExpensesGrp/TotalAmt1232502
IRS990/OtherExpensesGrp/TotalAmt2215937
IRS990/OtherExpensesGrp/TotalAmt378091
IRS990/OtherLiabilitiesGrp/BOYAmt01038
IRS990/OtherLiabilitiesGrp/EOYAmt01038
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt034365
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt034365
IRS990/OtherRevenueTotalAmt034365
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt087477
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0570668
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08865805
IRS990/OtherSalariesAndWagesGrp/TotalAmt09523950
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07974
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt055145
IRS990/PayrollTaxesGrp/ProgramServicesAmt0662479
IRS990/PayrollTaxesGrp/TotalAmt0725598
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt070057
IRS990/PensionPlanContributionsGrp/TotalAmt070057
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02274044
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02217188
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021672
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017103
IRS990/PrincipalOfficerNm0MICHAEL HELGESON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc1DENTAL DIRECTOR FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012390023
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1534847
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012390023
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1534847
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 THROUGH BROAD-BASED COALITION BUILDING EFFORTS. IT ALSO MANUFACTURES MOBILE DENTAL OFFICES FOR USE BY OTHER NONPROFIT DENTAL ORGANIZATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0285962
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0176592
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03477420
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08044
IRS990/PYOtherExpensesAmt04642965
IRS990/PYOtherRevenueAmt0180851
IRS990/PYProgramServiceRevenueAmt017198738
IRS990/PYRevenuesLessExpensesAmt03088518
IRS990/PYSalariesCompEmpBnftPaidAmt013074114
IRS990/PYTotalExpensesAmt017776535
IRS990/PYTotalProfFndrsngExpnsAmt059456
IRS990/PYTotalRevenueAmt020865053
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,686,340
Liabilities
$10,854,818
Net assets
$7,831,522
Revenue
$17,906,566
Expenses
$17,041,385
Net income
$865,181
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
2020Detailed filing. Detailed filing data is available for this year.$18.7$10.9$7.83$17.9$17.0$0.87
2019Detailed filing. Detailed filing data is available for this year.$14.1$7.16$6.97$20.9$17.8$3.09
2018Detailed filing. Detailed filing data is available for this year.$11.7$7.77$3.88$18.3$16.8$1.60
2017Detailed filing. Detailed filing data is available for this year.$10.8$8.53$2.28$15.7$16.1$0.34
2016Detailed filing. Detailed filing data is available for this year.$11.4$8.80$2.62$16.0$16.7$0.70
2015Detailed filing. Detailed filing data is available for this year.$14.2$10.9$3.32$16.7$17.3$0.61
2014Detailed filing. Detailed filing data is available for this year.$14.6$10.7$3.93$14.7$14.2$0.49
2013Detailed filing. Detailed filing data is available for this year.$9.89$6.45$3.44$13.3$11.5$1.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$2.35$1.62$10.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$1.28$1.24$9.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$1.29$1.47$8.64
Peer Organizations

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