2023-05-15T08:36:26-04:00 2022-06-30 462108854 KENDALL PREBOLA AND JONES LLC PO BOX 259 BEDFORD PA 155220259 990 2021-07-01 043331760 APPLETREE INSTITUTE FOR EDUCATION INNOVATION APPL 2025261503 1801 MISSISSIPPI AVE SE WASHINGTON DC 20020 WILLIAM J MCCARTHY PRESIDENT AND CEO 2024883990 2023-05-12 true WILLIAM MCCARTHY XXX-XX-XXXX RICHARD M JONES CPA P00621721 8146231880 2023-05-12 X 2021 2023-04-26 12:10:37Z WILLIAM J MCCARTHY 1801 MISSISSIPPI AVE SE WASHINGTON DC 20020 21905586 false X WWW.APPLETREEINSTITUTE.ORG X 1996 MA 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. 12 11 206 12 0 5991752 6712686 10877978 14398721 80620 70 794109 16950350 21905586 26638 0 11364647 13550428 118065 147000 343183 3060590 5125927 14543302 18849993 2407048 3055593 11136365 13334876 1556142 699060 9580223 12635816 X 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. false false 15945390 26638 14398721 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 FOUR, 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 A NUMBER OF MAJOR PHILANTHROPIES. OVER 20 SCHOOLS IN WASHINGTON, DC, 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 2021-2022, ATI PROVIDED FULL-SCHOOL MANAGEMENT FOR APPROXIMATELY 600 THREE- AND FOUR-YEAR-OLD STUDENTS IN WASHINGTON, DC, AT ACHIEVEMENT PREP CHARTER SCHOOL, LEARN D.C. PUBLIC CHARTER SCHOOL, PERRY STREET PREPARATORY 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 OF THESE SCHOOLS USE ATI'S EVERY CHILD READY INSTRUCTIONAL MODEL. ATI'S MANAGEMENT CONTRACT WITH PERRY STREET PREPARATORY CHARTER SCHOOL EXPIRED JUNE 30, 2022, AND IT WILL NO LONGER BY MANAGED BY ATI IN SUBSEQUENT SCHOOL YEARS. "SUPPORT FOR OTHER EARLY-EDUCATION SCHOOLS" ATI PROVIDED THE EVERY CHILD READY INSTRUCTIONAL MODEL TO APPROXIMATELY 475 STUDENTS AT THE SIX CAMPUSES OF APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL (AELPCS) IN SCHOOL YEAR 2021-2022. 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. "TEXAS OPEN EDUCATION RESOURCE PROJECT" IN SPRING 2021, THE TEXAS EDUCATION AGENCY NOTIFIED ATI THAT IT HAD WON AN 8 MILLION COMPETITIVE GRANT TO DEVELOP A TEXAS-SPECIFIC VERSION OF EVERY CHILD READY, TO BE USED AS AN OPEN EDUCATION RESOURCE (OER) MADE AVAILABLE FREE-OF-CHARGE TO ALL SCHOOLS IN THE STATE OF TEXAS. THE CONTRACT WAS EXECUTED AUGUST 21, 2021, WITH WORK EXPECTED TO CONCLUDE BY AUGUST 2023. AS FURTHER DESCRIBED IN FOOTNOTE16 (SUBSEQUENT EVENTS), APPLETREE'S APPROACH TO THE OER PROJECT CHANGED IN SUMMER 2022, HOWEVER, THE PROJECT REMAINS ON TRACK AND ON TIME. UPON COMPLETION OF THE PROJECT, APPLETREE ANTICIPATES THERE WOULD BE A SIGNIFICANT EXPANSION OF ITS BUSINESS ACTIVITIES IN TEXAS AS IT SUPPORTS SCHOOLS THAT ADOPT THE TEXAS-SPECIFIC VERSION OF EVERY CHILD READY. 15945390 true true false false false false false false false false true false false false true true false true false false false false false true false false false false true true false false false false false false false false false false false false false true false false false true 28 0 206 true false false false false false false false false false false false false X 12 11 false false false false false false false true true false false true true true true true true true false false X X ALEXANDER FEDDOULI 2028133570 1801 MISSISSIPPI AVE SE WASHINGTON DC 20020 CELIA V MARTIN BOARD CHAIR 2.00 X X 0 0 0 PAULA YOUNG SHELTON BOARD VICE C 2.00 X X 0 0 0 KATHARINE SAUNDERS TREASURER 2.00 X X 0 0 0 BRIDGET BRADLEY GRAY DIRECTOR 2.00 X 0 0 0 KAREN DAVENPORT DIRECTOR 2.00 X 0 0 0 MATTHEW DOWNS DIRECTOR 2.00 X 0 0 0 THOMAS FIRTH DIRECTOR 2.00 X 0 0 0 SARA GLENN DIRECTOR 2.00 X 0 0 0 JENNIFER MCKINNEY DIRECTOR 2.00 X 0 0 0 SKYLE PEARSON DIRECTOR 2.00 X 0 0 0 DEBORAH SMOLOVER DIRECTOR 2.00 X 0 0 0 WILLIAM J MCCARTHY PRESIDENT AN 40.00 X X 250436 0 33575 THOMAS KEANE JR - VICE PRESIDENT AND GENERAL 37.00 3.00 X 168517 12340 24851 CRYSTAL HILL - CHIEF PEOPLE OFFICER 33.00 7.00 X 147689 31836 7867 RITA CHAPIN ASSISTANT TR 32.00 8.00 X 138315 35455 30115 JAMIE MILES CHIEF OF SCH 22.00 18.00 X 93573 78845 10193 ANNE ZUMMO MALONE - CHIEF OF GROWTH AND I 39.00 1.00 X 170736 6044 34333 CHAVAUGHN BROWN - CHIEF OF RESEARCH INN 39.00 1.00 X 167520 6098 10254 NATASHA PARRILLA - DIR OF COMMS EARLY LEARNI 34.00 6.00 X 101193 18981 24169 ABBY CARLSON - DIRECTOR OF RESEARCH AND IMPACT 39.00 1.00 X 114898 3964 28213 JOLAINE LANAU-PIERRE CONTROLLER 35.00 5.00 X 102735 14237 26326 KELLY TRYGSTAD - DIRECTOR OF TEACHING & L 39.00 1.00 X 115375 1387 25948 GILBERT WANG - DIRECTOR OF TECH & OPERA 39.00 1.00 X 107917 3990 12839 1678904 213177 268683 16 false true false MEDSTAR GEORGETOWN MEDICAL CENTER 3800 RESERVOIR ROAD WASHINGTON DC 20007 BEHAVIORAL ASSE 225000 AMERICAN INSTITUTE FOR RESEARCH 1000 THOMAS JEFFERSON ST NW WASHINGTON DC 20007 CURRICULUM 221999 THE BRIDGESPAN GROUP INC 2 COPLEY PLACE BOSTON MA 02116 STRATEGIC PLANN 200000 PERDONO LLC 629 5TH STREET NE WASHINGTON DC 20002 CONSULTING 163900 4 2773966 3938720 6712686 PRESCHOOL EDUCATION 900099 11843227 11843227 CONSULTING 532000 2525944 2525944 BEFORE AND AFTER CARE FEES 900099 29550 29550 14398721 70 70 770109 24000 770109 24000 794109 794109 21905586 14398721 794179 26638 26638 1202024 456115 739966 5943 9963432 9144997 693349 125086 343843 305800 32830 5213 1170720 1041190 111780 17750 870409 779493 78816 12100 13775 868 12907 173439 47400 126039 147000 147000 1816365 1751992 58233 6140 33722 33722 412865 381692 26784 4389 81318 53691 26727 900 940348 902366 30389 7593 72271 29887 42244 140 15916 12701 3215 6 6 183418 170761 12657 103364 97909 4414 1041 CONTRIBUTIONS 523300 523300 DIRECT STUDENT COSTS 419279 419279 SCHOOL SUPPLIES AND TECH 122746 122746 DUES, FEES & SUBSCRIPTION 114876 68523 36534 9819 98919 97614 1236 69 18849993 15945390 2561420 343183 8478028 8768256 137087 147370 662830 534860 911810 2656154 144049 282008 1605964 901935 762382 704029 40179 242199 11136365 13334876 1112139 621501 309663 69559 942 133398 8000 1556142 699060 X 8932981 12180318 647242 455498 9580223 12635816 11136365 13334876 3055593 X false true X true true true X 3296732 3151116 5190150 5991752 6712686 24342436 3296732 3151116 5190150 5991752 6712686 24342436 8524435 15818001 96 118995 117962 96197 794179 1127429 25469865 58115662 0.62100 0.63000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 450300 450300 38021 29964 8057 1117643 871971 245672 704029 DEPOSIT 8000 8000 X 21905653 67 67 21905586 21905586 18860283 10290 10290 18849993 18849993 SCHEDULE D, PAGE 3, PART X ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ATIS FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ATI PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2022, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2018 THROUGH 2020 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH ATI FILES TAX RETURNS. IT IS ATIS POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. AS OF JUNE 30, 2022, ATI HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. SCHEDULE D, PAGE 4, PART XI, LINE 2D EAGER TO READ - REVENUE 67 SCHEDULE D, PAGE 4, PART XII, LINE 2D EAGER TO READ - EXPENSES 10,290 X X X X X X true MUSANTE STRATEGIES LLC 808 CONSTITUTION AVENUE NE WASHINGTON DC 20002 FUNDRAISE false 60500 55000 5500 OAK ROSE GROUP LLC 7337 E ROSE LANE SCOTTSDALE AZ 85250 FUNDRAISE false 88000 50000 38000 PERDONO LLC 629 5TH STREET NE WASHINGTON DC 20002 FUNDRAISE false 51700 42000 9700 200200 147000 53200 MD VA DC SCHEDULE G, PART IV MUSANTE STRATEGIES, LLC -- APPLETREE ENGAGED MUSANTE TO PROVIDE SERVICES RELATED TO GOVERNMENT RELATIONS, COMMUNITY RELATIONS, AND STRATEGIC PLANNING FOCUSED IN WASHINGTON DC RELATED TO MENTAL HEALTH FUNDING AND ITS POTENTIAL INCLUSION IN THE UNIFORM PER STUDENT FUNDING FORMULA. OAK ROSE GROUP, LLC -- APPLETREE ENGAGED ORG TO ASSIST WITH IDENTIFYING PHILANTHROPIC, COMMUNITY AND SCHOOL PARTNERS IN EACH TARGET REGION TO ADOPT EVERY CHILD READY-TEXAS AND APPLETREE'S COMPREHENSIVE SUPPORT SERVICES. ORG WILL ASSIST TO SECURE UP TO 1MM IN MATCHING FUNDS TO ENSURE PARTNER SCHOOLS ADOPT THE FULL RANGE OF SUPPORT SERVICES OFFERED BY APPLETREE TO IMPLEMENT EVERY CHILD READY-TEXAS IN FALL 2023. ORG WILL ALSO ASSIST WITH THE GROUNDWORK FOR A SUCCESSFUL LAUNCH OF ECR-TEXAS AND COMPREHENSIVE APPLETREE PROGRAMMING. PERDONO, LLC -- PROVIDE SUPPORT TO OFFICE OF PRESIDENT, BOOST EXISTING PIPELINE THROUGH RESEARCH AND IDENTIFICATION OF NEW PROSPECTIVE FUNDERS, TO INCLUDE FOUNDATIONS, INDIVIDUALS, AND CORPORATIONS. PERDONO WILL CONTINUE TO DEVELOP AND EXPAND INDIVIDUAL GIVING PROGRAMS. IDENTIFY AND SUPPORT OPPORTUNITIES TO STRENGTHEN AND EXPAND EXISTING FUNDER RELATIONSHIPS. true SCHOLARSHIPS 9 26638 COST SCHEDULE I, PAGE 1, PART I, LINE 2 AFTER A RESIDENT TEACHER IS HIRED, AS PART OF THE ONBOARDING PROCESS, HR PROVIDES AN AGREEMENT BETWEEN RESIDENT TEACHER AND APPLETREE REGARDING THE TUITION ASSISTANCE. THIS DOCUMENT STATE THE % THE EMPLOYEE IS RESPONSIBLE FOR VIA PAYROLL DEDUCTION. IF AN EMPLOYEE ELECTS PAYROLL DEDUCTION, THE FUNDS ARE DEDUCTED EVENLY BIWEEKLY BASED ON 24 PAY PERIODS OR LESS, DEPENDING ON WHEN HIRED. THE AGREED AMOUNT IN FY22 WAS 1,500 PER RESIDENT TEACHER. APPLETREE RECEIVES QUARTERLY INVOICES FROM RELAY GRADUATE SCHOOL OF EDUCATION. A PAYMENT IS PROCESSED FOR THE FULL INVOICE UPFRONT, PARTIAL IS PAID BY EMPLOYEE VIA PAYROLL DEDUCTION AND THE OTHER HALF IS COVERED BY APPLETREE. X X X X false false false false false false false true false WILLIAM J MCCARTHY PRESIDENT AND CEO 248808 1628 33575 284011 THOMAS KEANE JR - VICE PRESIDENT AND GENERAL COUNSEL 166889 12340 1628 24851 168517 37191 CRYSTAL HILL - CHIEF PEOPLE OFFICER 146061 29336 1628 2500 7867 155556 31836 RITA CHAPIN ASSISTANT TREASURER 136687 35455 1628 30115 138315 65570 JAMIE MILES CHIEF OF SCHOOLS 91945 78845 1628 10193 93573 89038 ANNE ZUMMO MALONE - CHIEF OF GROWTH AND IMPACT 169108 6044 1628 34333 205069 6044 CHAVAUGHN BROWN - CHIEF OF RESEARCH INNOVATION 165892 6098 1628 10254 177774 6098 SCHEDULE J, PAGE 1, PART I, LINE 7 EMPLOYEES WERE PAID BONUSES TO VACCINATE THEMSELVES DURING THE COVID PANDEMIC. A 2,500 OSSE POSITIVE CASE RESPONSE STIPEND WAS PAID TO CRYSTAL HILL. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS CONSIST OF BOARD MEMBERS FORM 990, PAGE 2, PART III, LINE 4A 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 FOUR, 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 A NUMBER OF MAJOR PHILANTHROPIES. OVER 20 SCHOOLS IN WASHINGTON, DC, 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 2021-2022, ATI PROVIDED FULL-SCHOOL MANAGEMENT FOR APPROXIMATELY 600 THREE- AND FOUR-YEAR-OLD STUDENTS IN WASHINGTON, DC, AT ACHIEVEMENT PREP CHARTER SCHOOL, LEARN D.C. PUBLIC CHARTER SCHOOL, PERRY STREET PREPARATORY 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 OF THESE SCHOOLS USE ATI'S EVERY CHILD READY INSTRUCTIONAL MODEL. ATI'S MANAGEMENT CONTRACT WITH PERRY STREET PREPARATORY CHARTER SCHOOL EXPIRED JUNE 30, 2022, AND IT WILL NO LONGER BY MANAGED BY ATI IN SUBSEQUENT SCHOOL YEARS. "SUPPORT FOR OTHER EARLY-EDUCATION SCHOOLS" ATI PROVIDED THE EVERY CHILD READY INSTRUCTIONAL MODEL TO APPROXIMATELY 475 STUDENTS AT THE SIX CAMPUSES OF APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL (AELPCS) IN SCHOOL YEAR 2021-2022. 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. "TEXAS OPEN EDUCATION RESOURCE PROJECT" IN SPRING 2021, THE TEXAS EDUCATION AGENCY NOTIFIED ATI THAT IT HAD WON AN 8 MILLION COMPETITIVE GRANT TO DEVELOP A TEXAS-SPECIFIC VERSION OF EVERY CHILD READY, TO BE USED AS AN OPEN EDUCATION RESOURCE (OER) MADE AVAILABLE FREE-OF-CHARGE TO ALL SCHOOLS IN THE STATE OF TEXAS. THE CONTRACT WAS EXECUTED AUGUST 21, 2021, WITH WORK EXPECTED TO CONCLUDE BY AUGUST 2023. AS FURTHER DESCRIBED IN FOOTNOTE16 (SUBSEQUENT EVENTS), APPLETREE'S APPROACH TO THE OER PROJECT CHANGED IN SUMMER 2022, HOWEVER, THE PROJECT REMAINS ON TRACK AND ON TIME. UPON COMPLETION OF THE PROJECT, APPLETREE ANTICIPATES THERE WOULD BE A SIGNIFICANT EXPANSION OF ITS BUSINESS ACTIVITIES IN TEXAS AS IT SUPPORTS SCHOOLS THAT ADOPT THE TEXAS-SPECIFIC VERSION OF EVERY CHILD READY. FORM 990, PAGE 6, PART VI, LINE 11B THE CHIEF OPERATING OFFICER REVIEWS THE DRAFT FORM 990 INFORMATION TAX RETURN, AS PREPARED BY THE ACCOUNTANTS/AUDITORS. ONCE REVIEWED, THE 990 TAX RETURN IS FORWARDED TO THE FINANCE COMMITTEE FOR REVIEW AND THEY RECOMMEND IT TO THE FULL BOARD OF DIRECTORS FOR ACCEPTANCE. ONCE APPROVED BY THE FULL BOARD, THE 990 TAX RETURN IS EXECUTED BY THE PRESIDENT AND CEO. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS CONSTANTLY MONITORED BY ADMINISTRATION PERSONNEL AND THE BOARD OF DIRECTORS THROUGH REVIEW AND APPROVAL PROCEDURES. ANNUALLY BOARD MEMBERS AND STAFF COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS OR CIRCUMSTANCES WHICH THE BOARD OR STAFF MEMBER BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST. PROCEDURES: A. PRIOR TO BOARD ACTION ON A CONTRACT OR OTHER TRANSACTION INVOLVING A CONFLICT OF INTEREST, A BOARD MEMBER HAVING A CONFLICT OF INTEREST SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURES SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. B. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN THE DECISION EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. C. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION. D. STAFF MEMBERS WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT IS NOT THE SUBJECT OF BOARD ACTION SHALL DISCLOSE TO THE BOARD CHAIR ANY SUCH CONFLICT OF INTEREST. THAT STAFF MEMBER SHALL REFRAIN FROM ANY ACTION THAT MAY AFFECT THE SCHOOL'S PARTICIPATION IN SUCH CONTRACT OR TRANSACTION. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT SHALL DISCLOSE THE CIRCUMSTANCES TO THE BOARD CHAIR. NO BOARD MEMBER OR ANY MEMBER OF HIS/HER FAMILY SHOULD HAVE ANY BENEFICIAL INTEREST IN, OR SUBSTANTIAL OBLIGATION TO ANY APPLETREE INSTITUTE FOR EDUCATION SUPPLIER OF GOODS OR SERVICES OR ANY OTHER ORGANIZATION THAT IS ENGAGED IN DOING BUSINESS WITH OR SERVING APPLETREE INSTITUTE FOR EDUCATION UNLESS IT HAS BEEN DETERMINED BY THE BOARD, ON THE BASIS OF FULL DISCLOSURE OF FACTS, THAT SUCH INTEREST DOES NOT GIVE RISE TO A CONFLICT OF INTEREST FORM 990, PAGE 6, PART VI, LINE 15A THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CHIEF EXECUTIVE OFFICER'S COMPENSATION USING COMPARABILITY DATA AND THEY CONTEMPORANEOUSLY DOCUMENT THE DELIBERATION AND THE DECISION. FORM 990, PAGE 6, PART VI, LINE 19 THE FORM 990 IS MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. IN ADDITION, THE 990 INFORMATION TAX RETURN IS AVAILABLE FOR PUBLIC INSPECTION ON GUIDESTAR. APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL 1801 MISSISSIPPI AVE SE WASHINGTON DC 20020 201302458 CH SCHOOL DC 501C3 2 N/A false false true false false true false false false false true false true false false true true true false false APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL B 500000 BOOK VALUE APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL E 3535000 BOOK VALUE APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL J 794108 BOOK VALUE APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL L 69150 BOOK VALUE APPLETREE EARLY (ATI PAID TO AEL) CHARTER SCHOOL O 1314466 BOOK VALUE APPLETREE EARLY (AEL PAID ATI) CHARTER SCHOOL O 585955 BOOK VALUE APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL Q 243888 BOOK VALUE