APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC (EIN 04-3331760)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2013-10-31
IRS object ID: 201313049349300306
Schema version: 2012v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-10-31T07:22:17-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MCQUADE BRENNAN LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1730 RHODE ISLAND AVE NW STE 800	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	200363114	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	043331760	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	APPLETREE INSTITUTE FOR EDUCATION	BusinessNameLine1
Business Name Line2	INNOVATION	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	APPL	NameControl
Phone	2024883990	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	415 MICHIGAN AVENUE NE 3RD FLOOR	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	20017	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	WILLIAM J MCCARTHY	Name
Title	PRESIDENT & CEO	Title
Phone	2024883990	Phone
Date Signed	2013-10-23	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	HEATHER JONES	Name
Phone	2022963306	Phone
Date Prepared	2013-10-31	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	WILLIAM J MCCARTHY	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	415 MICHIGAN AVENUE NE 3RD FLOOR	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	20017	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	6070326	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.APPLETREEINSTITUTE.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1996	YearFormation
State Legal Domicile	MA	StateLegalDomicile
Activity Or Mission Description	TO INCREASE THE NUMBER OF EFFECTIVE SCHOOLS THROUGH INNOVATION, TO PROVIDE ACCELERATED EARLY LANGUAGE AND LITERACY PROGRAMS TO THE THOUSANDS OF UNDERSERVED PRESCHOOLERS IN WASHINGTON, DC, AND TO RAISE THE TRAJECTORY OF THEIR FUTURE LEARNING SUCCESS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	17	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	16	NbrIndependentVotingMembers
Total Nbr Employees	42	TotalNbrEmployees
Total Nbr Volunteers	16	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	2725421	ContributionsGrantsPriorYear
Contributions Grants Current Year	3792931	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	1553763	ProgramServiceRevenuePriorYear
Program Service Revenue CY	2272914	ProgramServiceRevenueCY
Investment Income Prior Year	3339	InvestmentIncomePriorYear
Investment Income Current Year	2251	InvestmentIncomeCurrentYear
Other Revenue Prior Year	24934	OtherRevenuePriorYear
Other Revenue Current Year	2230	OtherRevenueCurrentYear
Total Revenue Prior Year	4307457	TotalRevenuePriorYear
Total Revenue Current Year	6070326	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1678956	SalariesEtcPriorYear
Salaries Etc Current Year	3015952	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	188919	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2349455	OtherExpensePriorYear
Other Expenses Current Year	2926674	OtherExpensesCurrentYear
Total Expenses Prior Year	4028411	TotalExpensesPriorYear
Total Expenses Current Year	5942626	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	279046	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	127700	RevenuesLessExpensesCY
Total Assets BOY	7962868	TotalAssetsBOY
Total Assets EOY	8601171	TotalAssetsEOY
Total Liabilities BOY	5959828	TotalLiabilitiesBOY
Total Liabilities EOY	6470431	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	2003040	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	2130740	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	TO INCREASE THE NUMBER OF EFFECTIVE SCHOOLS THROUGH INNOVATION, TO PROVIDE ACCELERATED EARLY LANGUAGE AND LITERACY PROGRAMS TO THE THOUSANDS OF UNDERSERVED PRESCHOOLERS IN WASHINGTON, DC, AND TO RAISE THE TRAJECTORY OF THEIR FUTURE LEARNING SUCCESS.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	4870831	Expense
Revenue	2272914	Revenue
Description	APPLETREE INSTITUTE SEEKS TO INCREASE THE NUMBER OF EFFECTIVE SCHOOLS THROUGH INNOVATION BY PARTNERING WITH EDUCATORS, SCHOOLS, CIVIC & COMMUNITY GROUPS TO OVERCOME BARRIERS TO IMPROVE EDUCATION.	Description
Total Program Service Expense	4870831	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	true	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	true	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	111	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	42	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	17	NbrVotingGoverningBodyMembers
Number Independent Voting Members	16	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Own Website	X	OwnWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	THE ORGANIZATION	NamePerson
Telephone Number	2024883990	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	415 MICHIGAN AVENUE NE 3RD FLOOR	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	20017	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (22 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Highest Compensated EmployeeHighestCompensatedEmployee
CELIA V MARTIN
CHAIR	2.00	2.00	X	X	0	0	0
JENNIFER PRYCE
DIRECTOR	2.00		X		0	0	0
CHARLES KELLY
VICE CHAIR	2.00		X	X	0	0	0
NEIL ALBERT
DIRECTOR	2.00		X		0	0	0
ANTHONY J COLON
DIRECTOR	2.00		X		0	0	0
RUSSELL ZINT
TREASURER	2.00		X	X	0	0	0
JULIA PEYTON
SECRETARY	2.00		X	X	0	0	0
KAREN DAVENPORT
DIRECTOR	2.00		X		0	0	0
MATTHEW DOWNS
DIRECTOR	2.00		X		0	0	0
BRIDGET BRADLEY GRAY
DIRECTOR	2.00		X		0	0	0
SHARON MESHACK
DIRECTOR	2.00		X		0	0	0
DANA NERENBERG
DIRECTOR	2.00		X		0	0	0
SKYLE PEARSON
DIRECTOR	2.00		X		0	0	0
PAULA YOUNG SHELTON
DIRECTOR	2.00		X		0	0	0
NAGEEB SUMAR
DIRECTOR	2.00		X		0	0	0
JOHN WADE
DIRECTOR	2.00		X		0	0	0
TILMAN WUERSCHMIDT
DIRECTOR	2.00		X		0	0	0
WILLIAM J MCCARTHY
PRESIDENT &	40.00	10.00		X	220000	0	51063
MARY ANNE LESIAK
VP CHIEF OF	40.00			X	127625	0	6034
CHRISTOPHER PENCIKOWSKI
COO (RES. 3/	40.00			X	57500	0	6704
RITA HACKEL CHAPIN
COO (AS OF 4	40.00			X	0	0	0
LYDIA CARLIS
CHIEF-RESEAR	40.00				130000	0	17704	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	535125	TotalReportableCompFromOrg
Total Other Compensation	81505	TotalOtherCompensation
Number Individuals GT100 K	3	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
MCKINSEY & COMPANY
PO BOX 7247-7255	PHILADELPHIA	PA	191707255	CONSULTING	450000
VA POLYTECHNIC INSTITUTE
1880 PRATT DRIVE STE 2006	BLACKSBURG	VA	24060	RESEARCH	158911
THOMAS KEANE JR
160 HUCKINS NECK ROAD	CENTERVILLE	MA	02636	CONSULTING	139775

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	3	NumberOfContractorsGT100K
Government Grants	2403215	GovernmentGrants
All Other Contributions	1389716	AllOtherContributions
Total Contributions	3792931	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
AFFILIATED RENTAL INCOME	532000	1649481	1649481
CONSULTING INCOME	900099	623433	623433

Field	Value	IRS element (for citing)
Total Program Service Revenue	2272914	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	2251	TotalRevenueColumn
Exclusion	$2,251	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS	Description
Business Code	900099	BusinessCode
Total Revenue Column	2230	TotalRevenueColumn
Exclusion	$2,230	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	2230	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	6070326	TotalRevenueColumn
Related Or Exempt Function Income	2272914	RelatedOrExemptFunctionIncome
Exclusion	$4,481	ExclusionAmount

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	X	InfoInScheduleOPartIX

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	595025	Total
Program Services	426333	ProgramServices
Management And General	155236	ManagementAndGeneral
Fundraising	13456	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	1943850	Total
Program Services	1392762	ProgramServices
Management And General	507130	ManagementAndGeneral
Fundraising	43958	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	52578	Total
Program Services	35734	ProgramServices
Management And General	15514	ManagementAndGeneral
Fundraising	1330	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	229769	Total
Program Services	156158	ProgramServices
Management And General	67797	ManagementAndGeneral
Fundraising	5814	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	194730	Total
Program Services	142250	ProgramServices
Management And General	50026	ManagementAndGeneral
Fundraising	2454	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	2720	Total
Program Services	10	ProgramServices
Management And General	2710	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	21978	Total
Program Services	9957	ProgramServices
Management And General	10810	ManagementAndGeneral
Fundraising	1211	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	1271066	Total
Program Services	661655	ProgramServices
Management And General	528949	ManagementAndGeneral
Fundraising	80462	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	7860	Total
Management And General	7860	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	304813	Total
Program Services	239539	ProgramServices
Management And General	60525	ManagementAndGeneral
Fundraising	4749	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	1026306	Total
Program Services	911965	ProgramServices
Management And General	114341	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	107148	Total
Program Services	21295	ProgramServices
Management And General	85820	ManagementAndGeneral
Fundraising	33	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	20994	Total
Program Services	525	ProgramServices
Management And General	20189	ManagementAndGeneral
Fundraising	280	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	123925	Total
Program Services	115949	ProgramServices
Management And General	7976	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	22457	Total
Management And General	22457	ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
MISCELLANEOUS	12984	783	8150	4051
EQUIPMENT RENTAL	4423	662	3761
OVERHEAD ALLOCATION		755254	-786375	31121

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	5942626	Total
Program Services	4870831	ProgramServices
Management And General	882876	ManagementAndGeneral
Fundraising	188919	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	354206	BOY
EOY	689270	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	403317	BOY
EOY	9546	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	181481	BOY
EOY	984335	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	129385	BOY
EOY	51237	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	7014390	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	546989	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	6495898	BOY
EOY	6467401	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	398581	BOY
EOY	399382	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	7962868	BOY
EOY	8601171	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	103675	BOY
EOY	661967	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
EOY	75000	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	1200000	BOY
EOY	1200000	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	4656153	BOY
EOY	4533464	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	5959828	BOY
EOY	6470431	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1449338	BOY
EOY	1707485	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	553702	BOY
EOY	423255	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2003040	BOY
EOY	2130740	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	7962868	BOY
EOY	8601171	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	127700	ReconcilationRevenueExpenses
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2797846	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2621769	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3155135	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2725421	CurrentTaxYearMinus1Year
Current Tax Year	3792931	CurrentTaxYear
Total	15093102	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2797846	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2621769	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3155135	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2725421	CurrentTaxYearMinus1Year
Current Tax Year	3792931	CurrentTaxYear
Total	15093102	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	343928	AmountsSubstContributorsTotal
Public Support Total170	14749174	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	119103	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	562131	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	594717	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3339	CurrentTaxYearMinus1Year
Current Tax Year	2251	CurrentTaxYear
Total	1281541	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	24934	CurrentTaxYearMinus1Year
Current Tax Year	2230	CurrentTaxYear
Total	27164	Total

Field	Value	IRS element (for citing)
Total Support	16401807	TotalSupport
Gross Receipts From Admissions Etc	2272914	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.89920	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.83840	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1757007	OtherCostOrOtherBasis
Book Value	1757007	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	4864220	OtherCostOrOtherBasis
Depreciation	467152	Depreciation
Book Value	4397068	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	262181	OtherCostOrOtherBasis
Depreciation	19180	Depreciation
Book Value	243001	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	130982	OtherCostOrOtherBasis
Depreciation	60657	Depreciation
Book Value	70325	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	6467401	TotalOfBookValueLandBuildings
Tot Revenue Etc Audited Fincl Stmt	6353465	TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities	283139	DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990	283139	RevenueNotRptdF990
Revenue Subtotal	6070326	RevenueSubtotal
Total Revenue Per Form990	6070326	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	6225765	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	283139	DonatedServicesUseOfFacilities
Expenses Not Rptd F990	283139	ExpensesNotRptdF990
Expenses Subtotal	5942626	ExpensesSubtotal
Total Expenses Per Form990	5942626	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

Field	Value	IRS element (for citing)
Identifier	LIABILITY UNDER FIN 48 FOOTNOTE	Identifier
Return Reference	SCHEDULE D, PAGE 3, PART X	ReturnReference
Explanation	APPLETREE HAS ADOPTED THE ACCOUNTING OF UNCERTAINTY IN INCOME TAXES AS REQUIRED BY THE INCOME TAXES TOPIC (TOPIC 740) OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION. TOPIC 740 REQUIRES APPLETREE TO DETERMINE WHETHER A TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS MORE THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT WHICH COULD RESULT IN APPLETREE RECORDING A TAX LIABILITY THAT WOULD REDUCE ITS NET ASSETS. APPLETREE HAS ANALYZED ITS TAX POSITIONS, AND HAS CONCLUDED THAT NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SHOULD BE RECORDED RELATED TO ANY UNCERTAIN TAX POSITIONS TAKEN ON RETURNS FILED FOR OPEN TAX YEARS (2009- 2011), OR EXPECTED TO BE TAKEN IN ITS 2012 TAX RETURN. APPLETREE IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT BELIEVES THAT THERE IS A REASONABLE POSSIBILITY THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE MATERIALLY IN THE NEXT TWELVE MONTHS.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	X	CompensationCommittee
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	WILLIAM J MCCARTHY	NamePerson
Title	PRESIDENT & CEO	Title
Base Compensation Filing Org	195000	BaseCompensationFilingOrg
Bonus Filing Org	25000	BonusFilingOrg
Deferred Comp Filing Org	9683	DeferredCompFilingOrg
Nontaxable Benefits Filing Org	41380	NontaxableBenefitsFilingOrg
Total Compensation Filing Org	271063	TotalCompensationFilingOrg

Schedule L IRS990ScheduleL

Loan Table LoanTable

Field	Value	IRS element (for citing)
Name Person	CELIA V MARTIN	NamePerson
Relationship With Organization	BOARD CHAIR	RelationshipWithOrganization
Purpose Of Loan	BUILDING PURCHASE	PurposeOfLoan
Loan To Organization	X	LoanToOrganization
Original Principal	$1,500,000	OriginalPrincipalAmount
Balance Due	1200000	BalanceDue
Default	false	Default
Approved By Board	true	ApprovedByBoard
Written Agreement	true	WrittenAgreement

Field	Value	IRS element (for citing)
Total Balance Due	1200000	TotalBalanceDue

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	TO INCREASE THE NUMBER OF EFFECTIVE SCHOOLS THROUGH INNOVATION, TO PROVIDE ACCELERATED EARLY LANGUAGE AND LITERACY PROGRAMS TO THE THOUSANDS OF UNDERSERVED PRESCHOOLERS IN WASHINGTON, DC, AND TO RAISE THE TRAJECTORY OF THEIR FUTURE LEARNING SUCCESS.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE 990 WAS REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS PRIOR TO FILING.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	MANAGEMENT CONSISTENTLY MONITORS AND COORDINATES WITH THE FINANCE CHAIR TO MAKE SURE THERE IS NO CONFLICT OF INTEREST.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THE COMPENSATION COMMITTEE OF THE BOARD EVALUATES THE MANAGING DIRECTOR, COMPARES HIS COMPENSATION TO DATA FROM SIMILAR AREA ORGANIZATIONS, AND RECOMMENDS HIS COMPENSATION TO THE FULL BOARD FOR APPROVAL.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
OTHER FEES FOR SERVICES	FORM 990, PART IX, LINE 11G	CONSULTANTING FEES 661,655 528,949 80,462
CHANGE IN FINANCIAL REVIEW PROCESS	FORM 990, PAGE 12, PART XII, LINE 2C	THERE HAVE BEEN NO CHANGES DURING THE YEAR IN THE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	APPLETREE COLUMBIA HEIGHTS LLC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	415 MICHIGAN AVE NE	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	20017	ZIPCode

Field	Value	IRS element (for citing)
EIN	800326147	EIN
Primary Activities	SEEPARTVII	PrimaryActivities
Legal Domicile State	DE	LegalDomicileState
Total Income	398977	TotalIncome
EOY Assets	4457303	EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	APPLETREE EARLY LEARNING PCS	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	415 MICHIGAN AVE NE	AddressLine1
Address Line2	3RD FLOOR	AddressLine2
City	WASHINGTON	City
State	DC	State
ZIP Code	20017	ZIPCode

Field	Value	IRS element (for citing)
EIN	201302458	EIN
Primary Activities	SEEPARTVII	PrimaryActivities
Legal Domicile State	DC	LegalDomicileState
Exempt Code Section	501C3	ExemptCodeSection
Public Charity Status	2	PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1

Field	Value	IRS element (for citing)
Controlled Org	false	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	true	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	true	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	true	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	PerformOfServicesByOtherOrgs
Sharing Of Facilities	true	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	true	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	true	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Form990 Schedule R Part VII Form990ScheduleRPartVII

Field	Value	IRS element (for citing)
Identifier	ADDITIONAL INFORMATION	Identifier
Return Reference	SCHEDULE R	ReturnReference
Explanation	PART I COLUMN B PRIMARY ACTIVITY REAL ESTATE ACQUISITION PART II COLUMN B PRIMARY ACTIVITY PUBLIC CHARTER SCHOOL	Explanation