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Nonprofiteer
← APPLE TREE DENTAL

Form 990 for tax year 2023

Filed by APPLE TREE DENTAL.

Totals

Total revenue
$28,165,838
Total expenses
$28,971,434
Contributions and grants received
$1,906,689
Grants paid
$0
Program services expenses (Part IX)
$26,854,343
Management and general expenses
$1,921,742
Fundraising expenses
$195,349
Program service expenses (Part III)
$26,854,343

Program services were 92.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BARBARA SMITH MPH PHD

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1
  • LEIGH DEBIASSE

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • NAIMUL KARIM PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • GAYLE KELLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JAMES LANIGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • DR DANIEL SAMPSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • KARL SELF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • DIANE THORSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • STEPHEN TILLITT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • SUSAN VOIGT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JIM WYVELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MICHAEL HELGESON DDS

    CEO

    Total calculated
    $235,315
    From this org
    $221,748
    From related orgs
    $0
    Other
    $13,567
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,366
    Bonus
    $22,382
    Other
    $0
    Deferred
    $6,023
    Nontaxable benefits
    $7,544
    Filer's total
    $235,315
  • KAREN ENGSTROM

    COO

    Total calculated
    $171,174
    From this org
    $159,404
    From related orgs
    $0
    Other
    $11,770
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,133
    Bonus
    $5,271
    Other
    $0
    Deferred
    $4,915
    Nontaxable benefits
    $6,855
    Filer's total
    $171,174
  • NANCY SCHUMACHER

    CFO

    Total calculated
    $164,258
    From this org
    $151,919
    From related orgs
    $0
    Other
    $12,339
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,148
    Bonus
    $2,771
    Other
    $0
    Deferred
    $4,977
    Nontaxable benefits
    $7,362
    Filer's total
    $164,258
  • ALIASGHAR MOHEBBI

    DENTIST

    Total calculated
    $531,349
    From this org
    $518,985
    From related orgs
    $0
    Other
    $12,364
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $444,124
    Bonus
    $74,861
    Other
    $0
    Deferred
    $9,900
    Nontaxable benefits
    $2,464
    Filer's total
    $531,349
  • NATHANIEL COOK

    DENTIST

    Total calculated
    $270,760
    From this org
    $252,927
    From related orgs
    $0
    Other
    $17,833
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,423
    Bonus
    $20,504
    Other
    $0
    Deferred
    $7,581
    Nontaxable benefits
    $10,252
    Filer's total
    $270,760
  • FRANKLIN STEEN

    DENTIST

    Total calculated
    $187,278
    From this org
    $182,162
    From related orgs
    $0
    Other
    $5,116
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,917
    Bonus
    $12,245
    Other
    $0
    Deferred
    $2,684
    Nontaxable benefits
    $2,432
    Filer's total
    $187,278
  • TERA BOYD

    DENTIST

    Total calculated
    $231,977
    From this org
    $218,162
    From related orgs
    $0
    Other
    $13,815
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,953
    Bonus
    $5,209
    Other
    $0
    Deferred
    $4,161
    Nontaxable benefits
    $9,654
    Filer's total
    $231,977
  • QUENTIN KNUTSON

    DENTIST

    Total calculated
    $245,867
    From this org
    $228,278
    From related orgs
    $0
    Other
    $17,589
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,750
    Bonus
    $22,528
    Other
    $0
    Deferred
    $7,224
    Nontaxable benefits
    $10,365
    Filer's total
    $245,867

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
STAFF DENTISTS AT APPLE TREE ARE ELIGIBLE FOR INCENTIVES BASED ON A PERCENTAGE OF THEIR PERSONAL PRODUCTION THAT EXCEEDS THE TARGET GIVEN TO THEM.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
7 October 2024
IRS schema version
2023v5.1
Source object
202442839349301464

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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