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TO IMPROVE ORAL HEALTH IN THE LIVES OF PEOPLE WITH SPECIAL ACCESS NEEDS WHO FACE BARRIERS TO CARE.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$29.6M
Program Spending
92%
of total expenses go to program services
Total Contributions
$1.6M
Total Expenses
▼$30.6M
Total Assets
$22.3M
Total Liabilities
▼$13.9M
Net Assets
$8.4M
Officer Compensation
→$550.2K
Other Salaries
$18.6M
Investment Income
$35.7K
Fundraising
▼N/A
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$3.7M
Awards Found
1
Department of Health and Human Services
$3.7M
COMMUNITY PROJECT FUNDING/CONGRESSIONALLY DIRECTED SPENDING - CONSTRUCTION - APPLE TREE DENTAL WILL USE THIS FEDERAL FUNDING TO SUPPORT THE EXPANSION OF THE HAWLEY CENTER FOR DENTAL HEALTH SO IT CAN PROVIDE ESSENTIAL HEALTHCARE SERVICES TO CONSTITUENTS IN NORTHWESTERN MINNESOTA. THIS PROJECT WILL INCREASE ACCESS TO CRITICALLY NEEDED DENTAL SERVICES, REDUCE HEALTH DISPARITIES, AND IMPROVE CARE COORDINATION BETWEEN REGIONAL HEALTH PARTNERS. IT WILL ALSO PROVIDE NEW JOBS AND ECONOMIC BENEFITS TO THE REGION. THE UNMET NEEDS IN THE REGION ARE ENORMOUS. IN 2020, THERE WERE 35,000 PUBLIC PROGRAM ENROLLEES IN THE COUNTIES SURROUNDING THE HAWLEY CENTER, AND LESS THAN 40% OF THESE PATIENTS RECEIVED EVEN ONE DENTAL VISIT. WITHOUT ACCESS TO ROUTINE PREVENTIVE CARE, TEETH DECAY RAPIDLY, PERIODONTAL DISEASE PROGRESSES, AND TEETH ARE LOST. THIS DOWNWARD SPIRAL LEADS TO HIGHER DENTAL AND MEDICAL COSTS, ESPECIALLY FOR PEOPLE WITH DIABETES, HEART DISEASE, AND OTHER CHRONIC CONDITIONS. SADLY, IN MAY WE HAD 890 PATIENTS ON THE HAWLEY CENTER’S WAITING LIST. FOR NEARLY THREE YEARS, APPLE TREE HAS COLLABORATED WITH A BROAD GROUP OF LOCAL AREA STAKEHOLDERS TO CREATE A MULTI-YEAR COORDINATED EXPANSION PLAN THAT OPTIMIZES OUR STRENGTHS AND GEOGRAPHIC REACH. THIS PROJECT IS READY TO LAUNCH THIS FALL. APPLE TREE’S EXISTING HAWLEY CENTER, WHICH OPENED IN 1997, HAS 3,000 SQUARE FEET OF UNUSED SPACE. WE WILL ADD FIVE NEW DENTAL TREATMENT ROOMS, INCREASING CAPACITY BY MORE THAN 50% TO 14 TREATMENT ROOMS. AFTER MORE THAN 25 YEARS, REMODELING IS NEEDED TO MAKE THE ENTRANCE AND TREATMENT AREAS MORE ACCESSIBLE, TO PROVIDE ADDITIONAL PARKING, AND TO CREATE WORKSPACES FOR A LARGER AND MORE DIVERSE STAFF. A MODERN, FULLY-EQUIPPED CLINIC WILL ALSO HELP TO RECRUIT NEW PROFESSIONALS TO JOIN OUR RURAL WORKFORCE. THE LOCAL BENEFITS OF THIS PROJECT GO BEYOND THE INCREASE IN ACCESS TO DENTAL CARE FOR THE MOST VULNERABLE RESIDENTS IN THE REGION. OUR TOTAL PAID STAFF AT THE HAWLEY CENTER WILL INCREASE AND THAT GROWTH WILL INFUSE MILLIONS OF DOLLARS PER Y EAR INTO THE LOCAL ECONOMY. WE ARE PROUD OF APPLE TREE’S SUCCESSFUL EFFORTS TO RECRUIT AND TRAIN DIVERSE TEAM MEMBERS WHO CAN CREATE TRUSTED RELATIONSHIPS THAT HAVE BEEN PROVEN TO IMPROVE HEALTH OUTCOMES. IN SUMMARY, THIS PROJECT IS READY TO GO, AND IS DESPERATELY NEEDED BY MINNESOTANS LIVING IN THE NORTHWEST REGION OF THE STATE. THE RETURN ON FEDERAL INVESTMENTS IS ENORMOUS.
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
2
Clean Audits
2
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2025 | Clean | Unmodified (Clean) | $1.4M | No | 2026-06-13 |
| 2022 | Clean | Unmodified (Clean) | $1.5M | No | 2023-04-30 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.4M
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.5M
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $29.6M | $1.6M | $30.6M | $22.3M | $8.4M |
| 2023 | $28.2M | $1.9M | $29M | $23.2M | $9.4M |
| 2022 | $23.3M | $1.2M | $23.5M | $24.6M | $10.2M |
| 2021 | $24.2M | $4.9M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Federal grants: USAspending.gov (live)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Michael Helgeson Dds | CEO | 40 | $203.9K | $0 | $14.6K | $218.6K |
| Karen Engstrom | COO | 40 | $156.5K | $0 | $12.3K | $168.8K |
| Nancy Schumacher | CFO | 40 | $149.7K | $0 | $13.2K | $162.9K |
| Barbara Smith Mph Phd | Board Chair | 1 | $0 | $0 | $0 | $0 |
| Leigh Debiasse | Treasurer | 1 | $0 | $0 | $0 | $0 |
Michael Helgeson Dds
CEO
$218.6K
Hrs/Wk
40
Compensation
$203.9K
Related Orgs
$0
Other
$14.6K
Karen Engstrom
COO
$168.8K
Hrs/Wk
40
Compensation
$156.5K
Related Orgs
$0
Other
$12.3K
Nancy Schumacher
CFO
$162.9K
Hrs/Wk
40
Compensation
$149.7K
Related Orgs
$0
Other
$13.2K
Barbara Smith Mph Phd
Board Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Leigh Debiasse
Treasurer
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Aliasghar Mohebbi | Dentist | 40 | $462.6K | $0 | $13.6K | $476.2K |
| Nathaniel Cook | Dentist | 40 | $244.9K | $0 | $18.9K | $263.8K |
| Quentin Knutson | Dentist | 40 | $193.2K | $0 | $14.9K | $208K |
| Kathryn Anderson | Dentist | 40 | $182K | $0 | $17.6K | $199.6K |
| Tera Boyd | Dentist | 40 | $163.8K | $0 | $13K | $176.8K |
Aliasghar Mohebbi
Dentist
$476.2K
Hrs/Wk
40
Compensation
$462.6K
Related Orgs
$0
Other
$13.6K
Nathaniel Cook
Dentist
$263.8K
Hrs/Wk
40
Compensation
$244.9K
Related Orgs
$0
Other
$18.9K
Quentin Knutson
Dentist
$208K
Hrs/Wk
40
Compensation
$193.2K
Related Orgs
$0
Other
$14.9K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Diane Thorson | Director | 1 | $0 | $0 | $0 | $0 |
| Dr Daniel Sampson | Director | 1 | $0 | $0 | $0 | $0 |
| Gayle Kelly | Director | 1 | $0 | $0 | $0 | $0 |
| James Lanigan | Director | 1 | $0 | $0 | $0 | $0 |
| Jim Wyvell | Director | 1 | $0 | $0 | $0 | $0 |
| Karl Self | Director | 1 |
Diane Thorson
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Dr Daniel Sampson
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Gayle Kelly
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $21.7M |
| $20.1M |
| $10.4M |
| 2020 | $17.9M | $4.9M | $17M | $18.7M | $7.8M |
| 2019 | $20.9M | $3.5M | $17.8M | $14.1M | $7M |
| 2018 | $18.3M | $1.8M | $16.8M | $11.7M | $3.9M |
| 2017 | $15.7M | $839.2K | $16.1M | $10.8M | $2.3M |
| 2016 | $16M | $815.2K | $16.7M | $11.4M | $2.6M |
| 2015 | $16.7M | $1.2M | $17.3M | $14.2M | $3.3M |
| 2014 | $14.7M | $1.6M | $14.2M | $14.6M | $3.9M |
| 2013 | $13.3M | $2.5M | $11.5M | $9.9M | $3.4M |
| 2012 | $11M | $853.4K | $10.6M | $4M | $1.6M |
| 2011 | $9.5M | $555.6K | $9.7M | $2.5M | $1.2M |
| 2021 | 990 | Data | PDF not yet published by IRS |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
Kathryn Anderson
Dentist
$199.6K
Hrs/Wk
40
Compensation
$182K
Related Orgs
$0
Other
$17.6K
Tera Boyd
Dentist
$176.8K
Hrs/Wk
40
Compensation
$163.8K
Related Orgs
$0
Other
$13K
| $0 |
| $0 |
| $0 |
| $0 |
| Naimul Karim Phd | Director | 1 | $0 | $0 | $0 | $0 |
| Stephen Tillitt | Director | 1 | $0 | $0 | $0 | $0 |
| Susan Voigt | Director | 1 | $0 | $0 | $0 | $0 |
James Lanigan
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jim Wyvell
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Karl Self
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Naimul Karim Phd
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Stephen Tillitt
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Susan Voigt
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0