2013-10-31T07:22:17-05:00 2013-06-30 MCQUADE BRENNAN LLP 1730 RHODE ISLAND AVE NW STE 800 WASHINGTON DC 200363114 990 2012-07-01 043331760 APPLETREE INSTITUTE FOR EDUCATION INNOVATION APPL 2024883990 415 MICHIGAN AVENUE NE 3RD FLOOR WASHINGTON DC 20017 WILLIAM J MCCARTHY 2024883990 2013-10-23 true HEATHER JONES 2022963306 2013-10-31 2012 2016-03-07 17:11:31Z WILLIAM J MCCARTHY 415 MICHIGAN AVENUE NE 3RD FLOOR WASHINGTON DC 20017 6070326 false X WWW.APPLETREEINSTITUTE.ORG X 1996 MA 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. 17 16 42 16 0 2725421 3792931 1553763 2272914 3339 2251 24934 2230 4307457 6070326 0 0 1678956 3015952 0 188919 2349455 2926674 4028411 5942626 279046 127700 7962868 8601171 5959828 6470431 2003040 2130740 X 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. false false 4870831 2272914 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. 4870831 true true false false false false false false false false true false false false false true true false false false false false false false false false false false false true false false false true false false false false false false false false true true false false false true 111 0 true 42 true false false false false false false false false false false X 17 16 false false false false false false false true true false false true true true true true true true false false X X THE ORGANIZATION 2024883990 415 MICHIGAN AVENUE NE 3RD FLOOR WASHINGTON DC 20017 CELIA V MARTIN 2.00 2.00 X X 0 0 0 JENNIFER PRYCE 2.00 X 0 0 0 CHARLES KELLY 2.00 X X 0 0 0 NEIL ALBERT 2.00 X 0 0 0 ANTHONY J COLON 2.00 X 0 0 0 RUSSELL ZINT 2.00 X X 0 0 0 JULIA PEYTON 2.00 X X 0 0 0 KAREN DAVENPORT 2.00 X 0 0 0 MATTHEW DOWNS 2.00 X 0 0 0 BRIDGET BRADLEY GRAY 2.00 X 0 0 0 SHARON MESHACK 2.00 X 0 0 0 DANA NERENBERG 2.00 X 0 0 0 SKYLE PEARSON 2.00 X 0 0 0 PAULA YOUNG SHELTON 2.00 X 0 0 0 NAGEEB SUMAR 2.00 X 0 0 0 JOHN WADE 2.00 X 0 0 0 TILMAN WUERSCHMIDT 2.00 X 0 0 0 WILLIAM J MCCARTHY 40.00 10.00 X 220000 0 51063 MARY ANNE LESIAK 40.00 X 127625 0 6034 CHRISTOPHER PENCIKOWSKI 40.00 X 57500 0 6704 RITA HACKEL CHAPIN 40.00 X 0 0 0 LYDIA CARLIS 40.00 X 130000 0 17704 535125 81505 3 false true false 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 3 2403215 1389716 3792931 AFFILIATED RENTAL INCOME 532000 1649481 1649481 CONSULTING INCOME 900099 623433 623433 2272914 2251 2251 MISCELLANEOUS 900099 2230 2230 2230 6070326 2272914 4481 X 595025 426333 155236 13456 1943850 1392762 507130 43958 52578 35734 15514 1330 229769 156158 67797 5814 194730 142250 50026 2454 2720 10 2710 21978 9957 10810 1211 1271066 661655 528949 80462 7860 7860 304813 239539 60525 4749 1026306 911965 114341 107148 21295 85820 33 20994 525 20189 280 123925 115949 7976 22457 22457 MISCELLANEOUS 12984 783 8150 4051 EQUIPMENT RENTAL 4423 662 3761 OVERHEAD ALLOCATION 755254 -786375 31121 5942626 4870831 882876 188919 354206 689270 403317 9546 181481 984335 129385 51237 7014390 546989 6495898 6467401 398581 399382 7962868 8601171 103675 661967 75000 1200000 1200000 4656153 4533464 5959828 6470431 X 1449338 1707485 553702 423255 2003040 2130740 7962868 8601171 127700 X X false true X true false X 2797846 2621769 3155135 2725421 3792931 15093102 2797846 2621769 3155135 2725421 3792931 15093102 343928 14749174 119103 562131 594717 3339 2251 1281541 24934 2230 27164 16401807 2272914 0.89920 0.83840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1757007 1757007 4864220 467152 4397068 262181 19180 243001 130982 60657 70325 6467401 6353465 283139 283139 6070326 6070326 6225765 283139 283139 5942626 5942626 LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X 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. X X X false false false false false false false false false WILLIAM J MCCARTHY 195000 25000 9683 41380 271063 CELIA V MARTIN BOARD CHAIR BUILDING PURCHASE X 1500000 1200000 false true true 1200000 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. 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