APPLETREE INSTITUTE FOR EDUCATION INNOVATION

EIN: 043331760 501(c)(3) Education

WASHINGTON, DC

Total Revenue
$18,401,984
Total Expenses
$20,134,578
Total Assets
$18,067,982
Net Assets
$11,167,731
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
MA
Principal Officer
WILLIAM J MCCARTHY
Phone
2025261503
Tax Period
2023-07-01 to 2024-06-30

APPLETREE INSTITUTE FOR EDUCATION INNOVATION, founded in 1996, is a mid-sized nonprofit in the Education sector that reported $18.4M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year.

Mission

THE MISSION OF THE INSTITUTE IS TO PROVIDE THREE AND FOUR YEAR OLDS WITH SOCIAL, EMOTIONAL, AND COGNITIVE FOUNDATIONS THEY NEED TO THRIVE IN KINDERGARTEN AND BEYOND.

Program Service Accomplishments

Program 1
Expenses: $16,966,514 Revenue: $12,907,982

ATI IS A WASHINGTON, DC-BASED NONPROFIT COMMITTED TO PROVIDING YOUNG CHILDREN WITH THE SOCIAL, EMOTIONAL, AND COGNITIVE FOUNDATIONS THEY NEED TO THRIVE IN KINDERGARTEN AND BEYOND. ATI IS ACHIEVING...

Read more

ATI IS A WASHINGTON, DC-BASED NONPROFIT COMMITTED TO PROVIDING YOUNG CHILDREN WITH THE SOCIAL, EMOTIONAL, AND COGNITIVE FOUNDATIONS THEY NEED TO THRIVE IN KINDERGARTEN AND BEYOND. ATI IS ACHIEVING ITS MISSION IN THREE RELATED WAYS: - RESEARCH AND INNOVATION. ATI IS A RESEARCH ORGANIZATION THAT SEEKS TO UNDERSTAND AND ADDRESS THE TEACHING AND LEARNING CHALLENGES FACING YOUNG CHILDREN. AS PART OF ITS ONGOING RESEARCH ACTIVITIES, ATI IN 2010 BEGAN DEVELOPMENT OF A PROPRIETARY, COMPREHENSIVE, AND EVIDENCE-BASED INSTRUCTIONAL MODEL, CALLED EVERY CHILD READY, FOR THREE- AND FOUR-YEAR-OLD CHILDREN. EVERY CHILD READY WAS DEVELOPED WITH SUPPORT FROM A US DEPARTMENT OF EDUCATION READING FIRST GRANT, A FIVE-YEAR INVESTING IN INNOVATION GRANT (ALSO FROM THE US DEPARTMENT OF EDUCATION), AS WELL AS WITH FUNDING FROM NUMEROUS MAJOR PHILANTHROPIES. APPROXIMATELY 140 NON- APPLETREE CLASSROOMS IN THE DISTRICT OF COLUMBIA, CONNECTICUT, MISSOURI, NEW YORK CITY, AND TEXAS NOW USE EVERY CHILD READY OR ITS RELATED PRODUCTS AND SERVICES. ATI IS CONSTANTLY IMPROVING AND REFINING EVERY CHILD READY BASED UPON ITS REAL-WORLD USE IN THESE SCHOOLS AS WELL AS ITS OWN ONGOING RESEARCH AND EVOLVING BEST PRACTICES IN THE FIELD OF EARLY EDUCATION. IN ADDITION, ATI IS A THOUGHT LEADER IN ITS FIELD, WORKING WITH FEDERAL, STATE, AND LOCAL POLICYMAKERS AND ADVOCATES TO UNDERSTAND THE CONDITIONS REQUIRED TO IMPROVE EARLY-EDUCATION OUTCOMES. - DIRECT EDUCATION OF CHILDREN. IN SCHOOL YEAR 2023-2024, ATI PROVIDED FULL-SCHOOL MANAGEMENT FOR APPROXIMATELY 515 THREE- AND FOUR-YEAR-OLD STUDENTS IN WASHINGTON, DC, AT ACHIEVEMENT PREP CHARTER SCHOOL, LEARN DC PUBLIC CHARTER SCHOOL, ROCKETSHIP RISE PUBLIC CHARTER SCHOOL, ROCKETSHIP LEGACY PUBLIC CHARTER SCHOOL, AND ROCKETSHIP INFINITY COMMUNITY PUBLIC CHARTER SCHOOL. IN ADDITION, APPLETREE MANAGED THE EARLY-EDUCATION PROGRAM AT HARMONY DC PUBLIC CHARTER SCHOOL. ALL THESE SCHOOLS USE ATI'S EVERY CHILD READY INSTRUCTIONAL MODEL. - SUPPORT FOR OTHER EARLY-EDUCATION SCHOOLS. ATI PROVIDED THE EVERY CHILD READY INSTRUCTIONAL MODEL TO THE EIGHT CAMPUSES OF APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL (AELPCS) IN SCHOOL YEAR 2023-2024. ATI ALSO PROVIDED CERTAIN ADMINISTRATIVE SERVICES AND GRANTS AND CONSULTING SERVICES TO AELPCS, AND, IN ADDITION, LEASES AND SUBLEASES FACILITIES TO AELPCS. ATI AND AELPCS ARE RELATED PARTIES AS THEY SHARE COMMON BOARD MEMBERS. ATI'S EXPERT STAFF OF EDUCATORS ALSO SUPPORTED OTHER CHARTER SCHOOLS AND COMMUNITY SERVICE ORGANIZATIONS IN WASHINGTON, DC, AS WELL AS CHARTER SCHOOLS IN MISSOURI, NEW YORK CITY, AND TEXAS. ATI PROVIDED THESE SCHOOLS WITH EVERY CHILD READY CURRICULUM AND RELATED PRODUCTS AND SERVICES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,187,261
Program Service Revenue $12,907,982
Investment Income $501,564
Other Revenue $805,177
TOTAL REVENUE $18,401,984

Expense Breakdown

Grants Paid $36,300
Salaries & Benefits $14,600,527
Fundraising Expenses $242,779
Program Expenses $16,966,514
Other Expenses $5,395,807
TOTAL EXPENSES $20,134,578

Year-over-Year Comparison

2023 2022 Change
Revenue $18,401,984 $21,894,694 -0.2%
Expenses $20,134,578 $21,363,192 -0.1%
Net Income $-1,732,594 $531,502 -4.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
12
Independent Members
12
Employees
205
Volunteers
12

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$1,033,523
Total Directors
14
$547,054
Key Employees
3
$705,935
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CELIA MARTIN BOARD CHAIR 2.00
Officer Director
$0 $0 $0
PAULA YOUNG SHELTON BOARD VICE C 2.00
Officer Director
$0 $0 $0
RITA CHAPIN TREASURER 2.00
Officer Director
$0 $0 $0
KAREN DAVENPORT DIRECTOR 2.00
Director
$0 $0 $0
MATT DOWNS DIRECTOR 2.00
Director
$0 $0 $0
TOM FIRTH DIRECTOR 2.00
Director
$0 $0 $0
SARA GLENN DIRECTOR 2.00
Director
$0 $0 $0
BRIDGET BRADLEY GRAY DIRECTOR 2.00
Director
$0 $0 $0
SHELLEY HUGHES DIRECTOR 2.00
Director
$0 $0 $0
JENNIFER MCKINNEY DIRECTOR 2.00
Director
$0 $0 $0
SKYLE PEARSON DIRECTOR 2.00
Director
$0 $0 $0
DEB SMOLOVER DIRECTOR 2.00
Director
$0 $0 $0
WILLIAM J MCCARTHY PRESIDENT AN 40.00
Officer Director
$287,852 $38,723 $326,575
JAMIE MILES CHIEF OF SCH 17.00
Officer Director
$96,036 $12,422 $220,479
THOMAS KEANE JR GENERAL COUN 26.00
Officer
$170,768 $36,113 $242,452
ALEXANDER FEDDOULI - CHIEF FINANCIAL OF 28.00
Officer
$175,085 $9,806 $244,017
CRYSTAL HILL - CHIEF PEOPLE OFFICER 21.00
Key Emp
$137,052 $20,111 $227,304
CHAVAUGHN BROWN - EXECUTIVE VICE PRESIDE 37.00
Key Emp
$207,940 $12,794 $231,952
ANNE ZUMMO MALONE - CHIEF OF GROWTH AND I 37.00
Key Emp
$198,403 $41,862 $246,679
KELLY TRYGSTAD - DIRECTOR OF TEACHING & L 40.00
Highest
$151,920 $10,703 $162,623
JOLAINE LANAU-PIERRE CONTROLLER 34.00
Highest
$120,166 $34,648 $177,279
NATASHA PARRILLA - DIR OF COMMS EARLY LEARNI 31.00
Highest
$105,497 $27,269 $159,787
ABBY CARLSON - DIRECTOR OF RESEARCH AND IMPACT 39.00
Highest
$123,915 $31,144 $157,406
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $18,401,984 $20,134,578 $18,067,982 $-1,732,594
2023 $21,894,694 $21,363,192 $20,208,878 $531,502
2022 $21,905,586 $18,849,993 $13,334,876 $3,055,593
2021 $16,950,350 $14,543,302 $11,136,365 $2,407,048
2020 $15,860,721 $14,109,290 $8,323,915 $1,751,431
2019 $16,320,727 $15,796,436 $6,724,309 $524,291
Explore More Nonprofits
Top 100 Nonprofits in District of Columbia Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare APPLETREE INSTITUTE FOR EDUCATION INNOVATION with other nonprofits in District of Columbia and across the country.