Civic Intelligence

Apple Tree Dental

990 • Fiscal year 2021 • EIN 36-3411437

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 14, 2022

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

75th percentile

0.48x

Higher debt load relative to assets than 75% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.40x

Higher debt load relative to revenue than 65% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

46th percentile

10%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

91st percentile

$498,034

Higher top officer pay than 91% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

43rd percentile

7.4%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

35%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$20,075,717

Up $1,389,377 (+7.4%) from 2020

Net Assets

Up

$10,363,503

Up $2,531,981 (+32%) from 2020

Liabilities

Down

$9,712,214

Down $1,142,604 (-11%) from 2020

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin46th percentile

Revenue

Up

$24,216,868

Up $6,310,302 (+35%) from 2020

Expenses

Up

$21,684,887

Up $4,643,502 (+27%) from 2020

Net Income

Up

$2,531,981

Up $1,666,800 (+193%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2021

Assets$20,075,717
Liabilities$9,712,214
Net Assets$10,363,503
Open 2021 Filing

Operations Trend

Revenue Growth73rd 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

2021

Revenue$24,216,868
Expenses$21,684,887
Net Income$2,531,981
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 14, 2022
Return Version
2021v4.2
Gross Receipts
$24,216,868
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$12,463,913$12,966,228▲ $502,315
Savings and Temporary Cash Investments$2,456,067$4,236,886▲ $1,780,819
Accounts Receivable$1,224,331$1,404,466▲ $180,135
Pledges and Grants Receivable$2,217,188$1,027,337▼ $1,189,851
Cash and Non-Interest-Bearing Accounts$262,391$407,818▲ $145,427
Prepaid Expenses and Deferred Charges$17,103$18,898▲ $1,795
Inventories for Sale or Use$29,602$5,604▼ $23,998
Total Assets$18,686,340$20,075,717▲ $1,389,377
Other Assets Total$15,745$8,480▼ $7,265
Liabilities
Tax Exempt Bond Liabilities$2,849,462$6,073,327▲ $3,223,865
Accounts Payable and Accrued Expenses$2,416,065$2,292,424▼ $123,641
Mortgage Notes Payable Secured by Investment Property$4,907,749$1,278,577▼ $3,629,172
Deferred Revenue$680,504$66,848▼ $613,656
Other Liabilities$1,038$1,038→ $0
Total Liabilities$10,854,818$9,712,214▼ $1,142,604
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,317,686$8,542,919▲ $3,225,233
Net Assets With Donor Restrictions$2,513,836$1,820,584▼ $693,252
Total Net Assets Fund Balance$7,831,522$10,363,503▲ $2,531,981
Total Liabilities and Net Assets / Fund Balance$18,686,340$20,075,717▲ $1,389,377

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,971,278$1,831,138$9,802,416
Equipment$3,606,732$4,662,208$8,268,940
Land$849,500-$849,500
Leasehold Improvements$538,718$210,366$749,084
Other Land Buildings$0$235,112$235,112
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aliasghar MohebbiDentistFT$490,166$7,868$498,034
Nathaniel CookDentistFT$188,684$11,577$200,261
Ashok GorrepatiDentistFT$175,261$12,524$187,785
Michael HelgesonCEOFT$164,602$12,212$176,814
Franklin SteenDentistFT$172,245-$172,245
Matthew HanowskiDentistFT$153,500$9,345$162,845
Nancy SchumacherCFOFT$131,918$9,401$141,319
Karen EngstromCOOFT$117,447$8,695$126,142

Board Members and Trustees

NameTitle
Dr Daniel SampsonBoard Chairperson
Barbara Smith PhdVice Chairperson
Diane ThorsonDirector
Gayle KellyDirector
James LaniganDirector
Karl SelfDirector
Naimul Karim PhdDirector
Stephen TillittDirector
Susan VoigtDirector
Leigh DebiasseTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sunset Dental TechnologiesComputer Support26777 FALLBROOK AVE, Wyoming, MN 55092$272,053
-Nurse Anesthetist5816 ZENITH AVE SO, Edina, MN 55410$202,800
Revenue and Support

Revenue Composition

Contributions and Grants
$4,894,677
Program Service Revenue
$19,130,039
Investment Income
$3,614
Other Revenue
$188,538
All Other Contributions
$1,509,666
Change in Net Assets
$2,531,981

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 Supplies10$26,584Invoice Cost
Other Non Cash Contri Table1$4,935Fair Market Value (FMV)
Securities Publicly Traded1$4,407Transfer Value
Total Noncash Contributions12$35,926-

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,216,868
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$145,948
Total Revenue per Audited Statements
$24,362,816
Total Revenue per Form 990
$24,216,868
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$15,519,744
Other Expenses$6,165,143
Total Fundraising Expense$140,619
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,237,451$703,351$71,243$13,012,045
Depreciation Depletion$1,007,633$5,649$384$1,013,666
Payroll Taxes$877,407$66,296$7,002$950,705
Other Employee Benefits$879,854$55,734$9,124$944,712
Fees for Services Other$742,255$61,980$2,980$807,215
Occupancy$627,669$40,941$4,995$673,605
Office Expenses$432,601$87,841$8,207$528,649
Current Officers, Directors, Trustees, and Key Employees$200,694$208,218$35,363$444,275
Interest$288,376--$288,376
Pension Plan Contributions$155,139$12,868-$168,007
Insurance$119,722$14,510-$134,232
Other Expenses$123,121$8,670$1,306$133,097
All Other Expenses$83,908--$83,908
Travel$60,142$3,493-$63,635
Fees for Services Accounting-$36,850-$36,850
Fees for Services Legal$34,043$2,150-$36,193
Fees for Services Lobbying$27,500--$27,500
Advertising$9,734$1,651$15$11,400
Conferences and Meetings$2,605$1,550-$4,155
Total Functional Expenses$20,232,516$1,311,752$140,619$21,684,887

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$21,830,835
Expenses per Audited Statements$21,684,887
Total Expenses per Form 990$21,684,887
Expenses Not Reported on Form 990$145,948
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$1,038

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-$147,103-
A$3,000,000$2,956,068$279,570$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
2022-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Helgeson
Formed
1985
Legal Domicile
Mn
Voting Board Members
10
Independent Board Members
10
Employees
296
Volunteers
10

Preparer

Firm
Redpath and Company
Address
4810 WHITE BEAR PARKWAY, WHITE BEAR LAKE, MN 55110
Preparer
Ashley 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.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1012212
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt119401
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt128695
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt137868
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1411577
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1512524
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt179345
IRS990/Form990PartVIISectionAGrp/PersonNm0DR DANIEL SAMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm1LEIGH DEBIASSE
IRS990/Form990PartVIISectionAGrp/PersonNm2BARBARA SMITH PHD
IRS990/Form990PartVIISectionAGrp/PersonNm3NAIMUL KARIM PHD
IRS990/Form990PartVIISectionAGrp/PersonNm4GAYLE KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES LANIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm6KARL SELF
IRS990/Form990PartVIISectionAGrp/PersonNm7DIANE THORSON
IRS990/Form990PartVIISectionAGrp/PersonNm8STEPHEN TILLITT
IRS990/Form990PartVIISectionAGrp/PersonNm9SUSAN VOIGT
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL HELGESON
IRS990/Form990PartVIISectionAGrp/PersonNm11NANCY SCHUMACHER
IRS990/Form990PartVIISectionAGrp/PersonNm12KAREN ENGSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm13ALIASGHAR MOHEBBI
IRS990/Form990PartVIISectionAGrp/PersonNm14NATHANIEL COOK
IRS990/Form990PartVIISectionAGrp/PersonNm15ASHOK GORREPATI
IRS990/Form990PartVIISectionAGrp/PersonNm16FRANKLIN STEEN
IRS990/Form990PartVIISectionAGrp/PersonNm17MATTHEW HANOWSKI
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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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10164602
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11131918
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12117447
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13490166
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14188684
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15175261
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16172245
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17153500
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/TitleTxt0BOARD CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt12COO
IRS990/Form990PartVIISectionAGrp/TitleTxt13DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt14DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt15DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt16DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt17DENTIST
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt03385011
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt024216868
IRS990/GrossRentsGrp/PersonalAmt028850
IRS990/GrossRentsGrp/RealAmt0147348
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt031
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt014510
IRS990/InsuranceGrp/ProgramServicesAmt0119722
IRS990/InsuranceGrp/TotalAmt0134232
IRS990/InterestGrp/ProgramServicesAmt0288376
IRS990/InterestGrp/TotalAmt0288376
IRS990/InventoriesForSaleOrUseGrp/BOYAmt029602
IRS990/InventoriesForSaleOrUseGrp/EOYAmt05604
IRS990/InvestmentIncomeGrp/ExclusionAmt03614
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03614
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06938824
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012463913
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012966228
IRS990/LandBldgEquipCostOrOtherBssAmt019905052
IRS990/LegalDomicileStateCd0MN
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/BOYAmt04907749
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01278577
IRS990/NetAssetsOrFundBalancesBOYAmt07831522
IRS990/NetAssetsOrFundBalancesEOYAmt010363503
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt014580
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0161618
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0176198
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05317686
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08542919
IRS990/NoncashContributionsAmt036454
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04995
IRS990/OccupancyGrp/ManagementAndGeneralAmt040941
IRS990/OccupancyGrp/ProgramServicesAmt0627669
IRS990/OccupancyGrp/TotalAmt0673605
IRS990/OfficeExpensesGrp/FundraisingAmt08207
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt087841
IRS990/OfficeExpensesGrp/ProgramServicesAmt0432601
IRS990/OfficeExpensesGrp/TotalAmt0528649
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015745
IRS990/OtherAssetsTotalGrp/EOYAmt08480
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09124
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt055734
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0879854
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0944712
IRS990/OtherExpensesGrp/Desc0DENTAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1LAB SERVICES
IRS990/OtherExpensesGrp/Desc2MN CARE TAXES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt01306
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08670
IRS990/OtherExpensesGrp/ProgramServicesAmt01607174
IRS990/OtherExpensesGrp/ProgramServicesAmt1390735
IRS990/OtherExpensesGrp/ProgramServicesAmt2324753
IRS990/OtherExpensesGrp/ProgramServicesAmt3123121
IRS990/OtherExpensesGrp/TotalAmt01607174
IRS990/OtherExpensesGrp/TotalAmt1390735
IRS990/OtherExpensesGrp/TotalAmt2324753
IRS990/OtherExpensesGrp/TotalAmt3133097
IRS990/OtherLiabilitiesGrp/BOYAmt01038
IRS990/OtherLiabilitiesGrp/EOYAmt01038
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt012340
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012340
IRS990/OtherRevenueTotalAmt012340
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt071243
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0703351
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012237451
IRS990/OtherSalariesAndWagesGrp/TotalAmt013012045
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07002
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt066296
IRS990/PayrollTaxesGrp/ProgramServicesAmt0877407
IRS990/PayrollTaxesGrp/TotalAmt0950705
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012868
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0155139
IRS990/PensionPlanContributionsGrp/TotalAmt0168007
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02217188
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01027337
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017103
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018898
IRS990/PrincipalOfficerNm0MICHAEL HELGESON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc1DENTAL DIRECTOR FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018567904
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1562135
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018567904
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1562135
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/ExpenseAmt0375040
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0161618
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04881188
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0598
IRS990/PYOtherExpensesAmt04763576
IRS990/PYOtherRevenueAmt099910
IRS990/PYProgramServiceRevenueAmt012924870
IRS990/PYRevenuesLessExpensesAmt0865181
IRS990/PYSalariesCompEmpBnftPaidAmt012276978
IRS990/PYTotalExpensesAmt017041385
IRS990/PYTotalProfFndrsngExpnsAmt0831
IRS990/PYTotalRevenueAmt017906566
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02531981
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,075,717
Liabilities
$9,712,214
Net assets
$10,363,503
Revenue
$24,216,868
Expenses
$21,684,887
Net income
$2,531,981
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
2021Detailed filing. Detailed filing data is available for this year.$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