APPLE TREE DENTAL

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

MICHAEL HELGESON DDS

Phone

7637847993

Tax Period

2024-01-01 to 2024-12-31

APPLE TREE DENTAL, founded in 1985, is a mid-sized nonprofit that reported $29.6M in total revenue in fiscal year 2024.

Mission

TO HELP PEOPLE OF ALL AGES AND ABILITIES ACCESS ORAL HEALTH SERVICES THROUGH CARE DELIVERY, CLINICAL INNOVATIONS, EDUCATIONAL PARTNERSHIPS, RESEARCH, AND ADVOCACY.

Program Service Accomplishments

Program 1

Expenses: $27,376,333 Revenue: $27,704,044

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.

Program 2

Expenses: $860,848 Revenue: $152,658

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...

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.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,649,687

Program Service Revenue $27,708,039

Investment Income $35,667

Other Revenue $183,609

TOTAL REVENUE $29,577,002

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,235,590

Fundraising Expenses $225,179

Program Expenses $28,237,181

Other Expenses $8,413,424

TOTAL EXPENSES $30,649,014

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,577,002	$28,165,838	+0.1%
Expenses	$30,649,014	$28,971,434	+0.1%
Net Income	$-1,072,012	$-805,596	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

313

Volunteers

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

$550,237

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NAIMUL KARIM PHD	DIRECTOR	1.00	Director	$0	$0	$0
DIANE THORSON	DIRECTOR	1.00	Director	$0	$0	$0
KARL SELF	DIRECTOR	1.00	Director	$0	$0	$0
DR DANIEL SAMPSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES LANIGAN	DIRECTOR	1.00	Director	$0	$0	$0
JIM WYVELL	DIRECTOR	1.00	Director	$0	$0	$0
LEIGH DEBIASSE	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHEN TILLITT	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN VOIGT	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA SMITH MPH PHD	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
GAYLE KELLY	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HELGESON DDS	CEO	40.00	Officer	$203,933	$14,645	$218,578
KAREN ENGSTROM	COO	40.00	Officer	$156,525	$12,273	$168,798
NANCY SCHUMACHER	CFO	40.00	Officer	$149,674	$13,187	$162,861
ALIASGHAR MOHEBBI	DENTIST	40.00	Highest	$462,565	$13,634	$476,199
NATHANIEL COOK	DENTIST	40.00	Highest	$244,899	$18,894	$263,793
QUENTIN KNUTSON	DENTIST	40.00	Highest	$193,164	$14,856	$208,020
TERA BOYD	DENTIST	40.00	Highest	$163,762	$13,035	$176,797
KATHRYN ANDERSON	DENTIST	40.00	Highest	$181,999	$17,620	$199,619

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	$29,577,002	$30,649,014	$22,293,315	$-1,072,012
2023	$28,165,838	$28,971,434	$23,230,520	$-805,596
2022	$23,320,527	$23,451,546	$24,620,550	$-131,019
2021	$24,216,868	$21,684,887	$20,075,717	$2,531,981
2020	$17,906,566	$17,041,385	$18,686,340	$865,181
2019	$20,865,053	$17,776,535	$14,124,756	$3,088,518
2018	$18,347,284	$16,752,072	$11,650,045	$1,595,212