2025-07-15T07:43:25-05:00 2024-12-31 920370318 REDPATH AND COMPANY LLC 400 ROBERT ST N SUITE 1600 ST PAUL MN 55101 990 2024-01-01 363411437 APPLE TREE DENTAL APPL 7637847993 2201 26TH AVE NW NEW BRIGHTON MN 55112 MICHAEL HELGESON DDS CEO 7637847993 2025-07-11 1 0 CATHY LYDON CPA P03217215 6514267000 2025-07-11 2024 2025-03-06 01:10:19Z MICHAEL HELGESON DDS 2201 26TH AVE NW NEW BRIGHTON MN 55112 29580590 0 X WWW.APPLETREEDENTAL.ORG X 1985 MN TO IMPROVE ORAL HEALTH IN THE LIVES OF PEOPLE WITH SPECIAL ACCESS NEEDS WHO FACE BARRIERS TO CARE. 11 11 313 11 0 0 1906689 1649687 26044021 27708039 39096 35667 176032 183609 28165838 29577002 0 0 0 0 20822559 22235590 0 0 225179 8148875 8413424 28971434 30649014 -805596 -1072012 23230520 22293315 13803632 13938439 9426888 8354876 TO HELP PEOPLE OF ALL AGES AND ABILITIES ACCESS ORAL HEALTH SERVICES THROUGH CARE DELIVERY, CLINICAL INNOVATIONS, EDUCATIONAL PARTNERSHIPS, RESEARCH, AND ADVOCACY. 0 0 27376333 0 27704044 WE SERVED 38,973 PATIENTS DURING 2024. THESE PATIENTS HAD A TOTAL OF 102,486 VISITS DURING THE YEAR. WE ALSO PERFORMED 5,833 ORAL HEALTH SCREENINGS IN RESIDENTIAL FACILITIES AND HEAD START SCHOOLS. 860848 0 152658 THE APPLE TREE INNOVATION PROGRAM STIMULATES CREATIVE CHANGE BYDESIGNING, TESTING AND BUILDING ORAL HEALTH CARE SOLUTIONS THAT ADVANCEORAL HEALTH POLICY AND PRACTICE THROUGH BROAD-BASED COALITION BUILDINGEFFORTS. IT ALSO MANUFACTURES MOBILE DENTAL OFFICES FOR USE BY OTHERNONPROFIT DENTAL ORGANIZATIONS. 28237181 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 31 0 1 313 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MN X THE ORGANIZATION 7637847993 2201 26TH AVE NW NEW BRIGHTON MN 55112 NAIMUL KARIM PHD DIRECTOR 1.00 X 0 0 0 DIANE THORSON DIRECTOR 1.00 X 0 0 0 KARL SELF DIRECTOR 1.00 X 0 0 0 DR DANIEL SAMPSON DIRECTOR 1.00 X 0 0 0 JAMES LANIGAN DIRECTOR 1.00 X 0 0 0 JIM WYVELL DIRECTOR 1.00 X 0 0 0 LEIGH DEBIASSE TREASURER 1.00 X X 0 0 0 STEPHEN TILLITT DIRECTOR 1.00 X 0 0 0 SUSAN VOIGT DIRECTOR 1.00 X 0 0 0 BARBARA SMITH MPH PHD BOARD CHAIR 1.00 X X 0 0 0 GAYLE KELLY DIRECTOR 1.00 X 0 0 0 MICHAEL HELGESON DDS CEO 40.00 X 203933 0 14645 KAREN ENGSTROM COO 40.00 X 156525 0 12273 NANCY SCHUMACHER CFO 40.00 X 149674 0 13187 ALIASGHAR MOHEBBI DENTIST 40.00 X 462565 0 13634 NATHANIEL COOK DENTIST 40.00 X 244899 0 18894 QUENTIN KNUTSON DENTIST 40.00 X 193164 0 14856 TERA BOYD DENTIST 40.00 X 163762 0 13035 KATHRYN ANDERSON DENTIST 40.00 X 181999 0 17620 1756521 0 118144 8 0 1 0 TWIN ANESTHESIA LLC 2622 132ND AVE NE BLAINE MN 55449 ANESTHESIA SERVICES 313637 SUNSET DENTAL TECHNOLOGIES INC 14391 SPRING HILL DRIVE SUITE 517A SPRING HILL FL 34609 COMPUTER SUPPORT 260671 JEFF MERRIAM 5816 ZENITH AVE SO EDINA MN 55410 NURSE ANESTHETIST 257250 METROPOLITAN ANESTHESIA CONSULTANTS 4737 COUNTY ROAD 101 305 MINNETONKA MN 55345 ANESTHESIA SERVICES 241580 4 1649687 87954 1649687 PROGRAM FEES 624100 27050447 27050447 DENTAL DIRECTOR FEES 624100 657592 657592 27708039 39255 39255 165031 0 165031 165031 152251 12780 3588 -3588 -3588 -3588 MISCELLANEOUS INCOME 900099 18578 18578 18578 29577002 27856702 0 70613 550237 257745 248776 43716 18576288 17396268 1060118 119902 398715 360165 38550 1344076 1194100 100743 49233 1366274 1241039 125235 20163 20163 37676 37676 22643 22643 1557311 1414714 141916 681 19346 3790 15556 852506 649669 195633 7204 868963 783798 82986 2179 135334 132048 3263 23 8363 4557 3607 199 397213 349987 47226 1484733 1453386 30597 750 211402 169075 42327 DENTAL SUPPLIES 1533975 1533975 LAB SERVICES 492790 492790 MN CARE TAXES 485711 485711 MISCELLANEOUS EXPENSES 155168 141431 12445 1292 130127 130127 30649014 28237181 2186654 225179 319363 544034 1675650 1409969 956956 519923 2457994 1586290 66931 30814 25316706 9605743 14971876 15710963 2781750 2491322 23230520 22293315 3133042 3129731 181034 299177 5602376 5361819 3083643 3535892 1803537 1611820 13803632 13938439 X 8310937 7479827 1115951 875049 9426888 8354876 23230520 22293315 -1072012 0 X 0 1 X 1 0 X 4881188 4894677 1182235 1906689 1649687 14514476 12924870 19130039 21953526 26204918 26196272 106409625 17806058 24024716 23135761 28111607 27845959 120924101 6657 15964 13893 15579 17163 69256 122856 392662 31582 391478 70834 1009412 129513 408626 45475 407057 87997 1078668 119845433 71778 179812 182050 62111 52035 547786 71778 179812 182050 62111 52035 547786 34365 12340 2716 2353 18578 70352 17912201 24216868 23320527 28176071 27916572 121542239 0.98600 0.96200 0.00450 0.00450 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - OTHER REVENUE - 2020 AMOUNT: $ 34,365. 2021 AMOUNT: $ 12,340. 2022 AMOUNT: $ 2,716. 2023 AMOUNT: $ 2,353. 2024 AMOUNT: $ 18,578. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 22643 0 0 22643 0 PART II-B, LINE 1: MET WITH AND TESTIFIED BEFORE LEGISLATORS. 1087600 1087600 12745958 2762004 9983954 1616879 635493 981386 9457723 6065603 3392120 408546 142643 265903 15710963 SECURITY DEPOSITS 2378 GOODWILL 657962 OPERATING LEASE RIGHT-OF-USE ASSETS 1830982 2491322 RIGHT OF USE LIABILITY - ST 261131 RIGHT OF USE LIABILITY - LT 1350689 1611820 X 29681688 104686 104686 29577002 0 29577002 30753700 104686 104686 30649014 0 30649014 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. X X X 0 0 0 0 0 0 0 1 0 ALIASGHAR MOHEBBI DENTIST 455688 0 6877 0 0 0 10350 0 3284 0 476199 0 0 0 NATHANIEL COOK DENTIST 232194 0 12705 0 0 0 7488 0 11406 0 263793 0 0 0 MICHAEL HELGESON DDS CEO 201551 0 2382 0 0 0 6121 0 8524 0 218578 0 0 0 QUENTIN KNUTSON DENTIST 178613 0 14551 0 0 0 6100 0 8756 0 208020 0 0 0 KATHRYN ANDERSON DENTIST 181999 0 0 0 0 0 6181 0 11439 0 199619 0 0 0 TERA BOYD DENTIST 163762 0 0 0 0 0 2822 0 10213 0 176797 0 0 0 KAREN ENGSTROM COO 156525 0 0 0 0 0 4950 0 7323 0 168798 0 0 0 NANCY SCHUMACHER CFO 149674 0 0 0 0 0 4992 0 8195 0 162861 0 0 0 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. A CITY OF MOUNDS VIEW MINNESOTA 416008912 2019-09-30 3000000 REFINANCED THE PRIOR PURCHASE AND RENOVATION OF THE BUILDING AND DENTAL EQPT 0 0 0 B CITY OF FERGUS FALLS MINNESOTA 416005153 2020-02-14 3491165 REISSUANCE BOND FOR THE CONSTRUCTION AND EQUIPPING OF A NEW DENTAL CLINIC. 0 0 0 A 666666 3000000 43932 2956068 2019 1 0 1 1 B 471514 3491165 3491165 2020 1 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 0 B 0 0 0 1 0 0 0 0 0 A 0 B 0 X 2 19890 TRANSFER VALUE X 9 87954 INVOICE PRICE 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS REPORTED IN PART I, COLUMN B. 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.