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Nonprofiteer
← APPLE TREE DENTAL

Form 990 for tax year 2024

Filed by APPLE TREE DENTAL.

Totals

Total revenue
$29,577,002
Total expenses
$30,649,014
Contributions and grants received
$1,649,687
Grants paid
$0
Program services expenses (Part IX)
$28,237,181
Management and general expenses
$2,186,654
Fundraising expenses
$225,179
Program service expenses (Part III)
$28,237,181

Program services were 92.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • NAIMUL KARIM PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DIANE THORSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KARL SELF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR DANIEL SAMPSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES LANIGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIM WYVELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LEIGH DEBIASSE

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN TILLITT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN VOIGT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BARBARA SMITH MPH PHD

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • GAYLE KELLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL HELGESON DDS

    CEO

    Total calculated
    $218,578
    From this org
    $203,933
    From related orgs
    $0
    Other
    $14,645
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,551
    Bonus
    $2,382
    Other
    $0
    Deferred
    $6,121
    Nontaxable benefits
    $8,524
    Filer's total
    $218,578

  • KAREN ENGSTROM

    COO

    Total calculated
    $168,798
    From this org
    $156,525
    From related orgs
    $0
    Other
    $12,273
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,525
    Bonus
    $0
    Other
    $0
    Deferred
    $4,950
    Nontaxable benefits
    $7,323
    Filer's total
    $168,798

  • NANCY SCHUMACHER

    CFO

    Total calculated
    $162,861
    From this org
    $149,674
    From related orgs
    $0
    Other
    $13,187
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,674
    Bonus
    $0
    Other
    $0
    Deferred
    $4,992
    Nontaxable benefits
    $8,195
    Filer's total
    $162,861

  • ALIASGHAR MOHEBBI

    DENTIST

    Total calculated
    $476,199
    From this org
    $462,565
    From related orgs
    $0
    Other
    $13,634
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $455,688
    Bonus
    $6,877
    Other
    $0
    Deferred
    $10,350
    Nontaxable benefits
    $3,284
    Filer's total
    $476,199

  • NATHANIEL COOK

    DENTIST

    Total calculated
    $263,793
    From this org
    $244,899
    From related orgs
    $0
    Other
    $18,894
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,194
    Bonus
    $12,705
    Other
    $0
    Deferred
    $7,488
    Nontaxable benefits
    $11,406
    Filer's total
    $263,793

  • QUENTIN KNUTSON

    DENTIST

    Total calculated
    $208,020
    From this org
    $193,164
    From related orgs
    $0
    Other
    $14,856
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,613
    Bonus
    $14,551
    Other
    $0
    Deferred
    $6,100
    Nontaxable benefits
    $8,756
    Filer's total
    $208,020

  • TERA BOYD

    DENTIST

    Total calculated
    $176,797
    From this org
    $163,762
    From related orgs
    $0
    Other
    $13,035
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,762
    Bonus
    $0
    Other
    $0
    Deferred
    $2,822
    Nontaxable benefits
    $10,213
    Filer's total
    $176,797

  • KATHRYN ANDERSON

    DENTIST

    Total calculated
    $199,619
    From this org
    $181,999
    From related orgs
    $0
    Other
    $17,620
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,999
    Bonus
    $0
    Other
    $0
    Deferred
    $6,181
    Nontaxable benefits
    $11,439
    Filer's total
    $199,619

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
2024
Filed
11 July 2025
IRS schema version
2024v5.2
Source object
202531969349300418

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

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