APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC (EIN 04-3331760)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-12
IRS object ID
202621329349303117
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-12T11:34:04-04:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN462108854PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KENDALL PREBOLA AND JONES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 259AddressLine1Txt
CityBEDFORDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP155220259ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043331760EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1APPLETREE INSTITUTE FOR EDUCATIONBusinessNameLine1Txt
Business Name Line2INNOVATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAPPLBusinessNameControlTxt
Phone2025261503PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11801 MISSISSIPPI AVE SEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20020ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMAYANK PALOD - CHIEFPersonNm
Person TitleFINANCIAL OFFICERPersonTitleTxt
Phone2024883990PhoneNum
Signature2026-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD M JONES CPAPreparerPersonNm
PTINP00621721PTIN
Phone8146231880PhoneNum
Preparation2026-05-11PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM J MCCARTHYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11801 MISSISSIPPI AVE SEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20020ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$19,006,059GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.APPLETREEINSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1996FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE 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.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee206TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$4,187,261PYContributionsGrantsAmt
CY Contributions Grants$4,731,115CYContributionsGrantsAmt
PY Program Service Revenue$12,907,982PYProgramServiceRevenueAmt
CY Program Service Revenue$13,100,458CYProgramServiceRevenueAmt
PY Investment Income$501,564PYInvestmentIncomeAmt
CY Investment Income$322,361CYInvestmentIncomeAmt
PY Other Revenue$805,177PYOtherRevenueAmt
CY Other Revenue$852,125CYOtherRevenueAmt
PY Total Revenue$18,401,984PYTotalRevenueAmt
CY Total Revenue$19,006,059CYTotalRevenueAmt
PY Grants And Similar Paid$36,300PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,400CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$14,600,527PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,134,054CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$101,944PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$265,506CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$335,511CYTotalFundraisingExpenseAmt
PY Other Expenses$5,395,807PYOtherExpensesAmt
CY Other Expenses$6,032,048CYOtherExpensesAmt
PY Total Expenses$20,134,578PYTotalExpensesAmt
CY Total Expenses$20,440,008CYTotalExpensesAmt
PY Revenues Less Expenses-$1,732,594PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,433,949CYRevenuesLessExpensesAmt
Total Assets BOY$18,067,982TotalAssetsBOYAmt
Total Assets EOY$16,327,886TotalAssetsEOYAmt
Total Liabilities BOY$6,900,251TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,594,104TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,167,731NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,733,782NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$17,805,617ExpenseAmt
Grant$8,400GrantAmt
Revenue$13,100,458RevenueAmt
DescATI 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 THREE 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 NUMEROUS MAJOR PHILANTHROPIES. APPROXIMATELY 183 NON-APPLETREE CLASSROOMS IN THE DISTRICT OF COLUMBIA, CONNECTICUT, 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 EARLYEDUCATION OUTCOMES. DIRECT EDUCATION OF CHILDREN. IN SCHOOL YEAR 2024-2025, ATI PROVIDED FULL-SCHOOL MANAGEMENT FOR APPROXIMATELY 495 THREE- AND FOUR-YEAR-OLD STUDENTS IN WASHINGTON, DC, AT ACHIEVEMENT PREP CHARTER SCHOOL, LEARN DC 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 THESE SCHOOLS USE ATIS EVERY CHILD READY INSTRUCTIONAL MODEL. SUPPORT FOR OTHER EARLY-EDUCATION SCHOOLS. ATI PROVIDED THE EVERY CHILD READY INSTRUCTIONAL MODEL TO THE EIGHT CAMPUSES OF APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL (AELPCS) IN SCHOOL YEAR 2024-2025. ATI ALSO PROVIDED CERTAIN ADMINISTRATIVE SERVICES AND GRANTS AND SHARED WRAP AROUND SERVICES 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. ATIS 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.Desc
Total Program Service Expenses$17,805,617TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document95IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee206EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMAYANK PALODPersonNm
Phone2028133570PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11801 MISSISSIPPI AVE SEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20020ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CELIA MARTIN
BOARD CHAIR2.00Yes (X)Yes (X)$0$0$0
PAULA YOUNG SHELTON
BOARD VICE C2.00Yes (X)Yes (X)$0$0$0
RITA CHAPIN
TREASURER2.00Yes (X)Yes (X)$0$0$0
KAREN DAVENPORT
DIRECTOR2.00Yes (X)$0$0$0
MATT DOWNS
DIRECTOR2.00Yes (X)$0$0$0
TOM FIRTH
DIRECTOR2.00Yes (X)$0$0$0
SARA GLENN
DIRECTOR2.00Yes (X)$0$0$0
BRIDGET BRADLEY GRAY
DIRECTOR2.00Yes (X)$0$0$0
SHELLEY HUGHES
DIRECTOR2.00Yes (X)$0$0$0
JENNIFER MCKINNEY
DIRECTOR2.00Yes (X)$0$0$0
SKYLE PEARSON
DIRECTOR2.00Yes (X)$0$0$0
DEB SMOLOVER
DIRECTOR2.00Yes (X)$0$0$0
WILLIAM J MCCARTHY
PRESIDENT &40.00Yes (X)Yes (X)$293,922$0$40,1630.00
CHAVAUGHN BROWN
CO-CEO35.00Yes (X)$215,104$31,154$15,4395.00
THOMAS KEANE JR
GENERAL COUN32.00Yes (X)$166,735$43,265$38,8698.00
MAYANK PALOD - CHIEF
FINANCIAL OF24.00Yes (X)$40,714$27,155$3,28216.00
ALEXANDER FEDDOULI - OUTGOING
CFAO28.00Yes (X)$189,082$23,343$3,37512.00
CRYSTAL HILL - CHIEF PEOPLE
OFFICER26.00$132,776$71,874$21,54614.00Yes (X)
ANNE ZUMMO MALONE - CHIEF OF
GROWTH AND I35.00$174,005$26,456$42,8405.00Yes (X)
JOLAINE LANAU-PIERRE
CONTROLLER30.00$115,727$36,699$37,51710.00Yes (X)
JOHN MOORE
DIRECTOR OF22.00$82,875$70,970$23,78018.00Yes (X)
ABBY CARLSON - DIRECTOR OF RESEARCH
AND IMPACT40.00$126,217$0$34,474Yes (X)
NATASHA PARRILLA - DIR OF COMMS
EARLY LEARNI30.00$103,829$33,781$27,57610.00Yes (X)
LAUREN CHISHOLM - DIRECTOR OF
IMPLEMENTATI34.00$114,724$18,828$17,6766.00Yes (X)
MEGAN BERKOWITZ - DIRECTOR OF
MENTAL HEALT27.00$84,564$39,481$31,92413.00Yes (X)
RAYEANNE KING
PRINCIPAL40.00$117,706$0$11,2060.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,957,980TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$423,006TotReportableCompRltdOrgAmt
Total Other Compensation$349,667TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K22IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
THIRD AND GROVE LLC
333 WASHINGTON STREETBOSTONMA02108TECHNICAL SUPPO$441,221
ED-OPS
1140 19TH ST NW STE 650WASHINGTONDC20036ACCOUNTING$200,590
YOUNG AND WELL
1107 NELSON STREETROCKVILLEMD20850SPED SERVICES$176,764
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Government Grants$1,206,043GovernmentGrantsAmt
All Other Contributions$3,525,072AllOtherContributionsAmt
Total Contributions$4,731,115TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PRESCHOOL EDUCATION900099$11,848,590$11,848,590
CONSULTING532000$1,214,801$1,214,801
BEFORE AND AFTER CARE FEES900099$37,067$37,067
FieldValueIRS element (for citing)
Total Program Service Revenue$13,100,458TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$322,361TotalRevenueColumnAmt
Exclusion$322,361ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$828,125RealAmt
Personal$24,000PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$828,125RealAmt
Personal$24,000PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$852,125TotalRevenueColumnAmt
Exclusion$852,125ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,006,059TotalRevenueColumnAmt
Related Or Exempt Func Income$13,100,458RelatedOrExemptFuncIncomeAmt
Exclusion$1,174,486ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$8,400TotalAmt
Program Services$8,400ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,337,811TotalAmt
Program Services$280,256ProgramServicesAmt
Management And General$1,056,668ManagementAndGeneralAmt
Fundraising$887FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,093,658TotalAmt
Program Services$9,885,773ProgramServicesAmt
Management And General$171,884ManagementAndGeneralAmt
Fundraising$36,001FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$370,029TotalAmt
Program Services$303,220ProgramServicesAmt
Management And General$64,531ManagementAndGeneralAmt
Fundraising$2,278FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,381,917TotalAmt
Program Services$1,132,412ProgramServicesAmt
Management And General$240,998ManagementAndGeneralAmt
Fundraising$8,507FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$950,639TotalAmt
Program Services$794,529ProgramServicesAmt
Management And General$151,110ManagementAndGeneralAmt
Fundraising$5,000FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$12,553TotalAmt
Management And General$12,553ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$233,794TotalAmt
Program Services$39,385ProgramServicesAmt
Management And General$194,409ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$265,506TotalAmt
Fundraising$265,506FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$797,412TotalAmt
Program Services$733,118ProgramServicesAmt
Management And General$64,294ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$22,158TotalAmt
Program Services$13,540ProgramServicesAmt
Management And General$1,118ManagementAndGeneralAmt
Fundraising$7,500FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$313,893TotalAmt
Program Services$262,427ProgramServicesAmt
Management And General$50,452ManagementAndGeneralAmt
Fundraising$1,014FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$42,483TotalAmt
Program Services$8,892ProgramServicesAmt
Management And General$33,591ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,038,119TotalAmt
Program Services$960,280ProgramServicesAmt
Management And General$73,261ManagementAndGeneralAmt
Fundraising$4,578FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$131,174TotalAmt
Program Services$77,772ProgramServicesAmt
Management And General$53,402ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$109,048TotalAmt
Program Services$102,309ProgramServicesAmt
Management And General$6,625ManagementAndGeneralAmt
Fundraising$114FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$992TotalAmt
Program Services$797ProgramServicesAmt
Management And General$195ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$350,880TotalAmt
Program Services$330,272ProgramServicesAmt
Management And General$20,608ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$126,565TotalAmt
Program Services$112,034ProgramServicesAmt
Management And General$13,625ManagementAndGeneralAmt
Fundraising$906FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DIRECT STUDENT COSTS$1,190,009$1,189,859$150
CONTRIBUTIONS$1,039,050$1,020,000$19,050
DUES, FEES & SUBSCRIPTION$289,794$224,805$61,802$3,187
SCHOOL SUPPLIES AND TECH$187,654$187,654

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$146,470TotalAmt
Program Services$137,883ProgramServicesAmt
Management And General$8,554ManagementAndGeneralAmt
Fundraising$33FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$20,440,008TotalAmt
Program Services$17,805,617ProgramServicesAmt
Management And General$2,298,880ManagementAndGeneralAmt
Fundraising$335,511FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,643,829BOYAmt
EOY$8,992,655EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$775,412BOYAmt
EOY$411,794EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$366,721BOYAmt
EOY$321,256EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$109,907EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$86,656BOYAmt
EOY$114,722EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,272,297LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,221,817LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,245,920BOYAmt
EOY$1,050,480EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,949,444BOYAmt
EOY$5,327,072EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,067,982BOYAmt
EOY$16,327,886EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,269,995BOYAmt
EOY$1,975,532EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$244,647BOYAmt
EOY$8,887EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,385,609BOYAmt
EOY$4,609,685EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,900,251BOYAmt
EOY$6,594,104EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,642,172BOYAmt
EOY$9,324,245EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$525,559BOYAmt
EOY$409,537EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,167,731BOYAmt
EOY$9,733,782EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,067,982BOYAmt
EOY$16,327,886EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,433,949ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,991,752CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,712,686CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,360,110CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,187,261CurrentTaxYearMinus1YearAmt
Current Tax Year$4,731,115CurrentTaxYearAmt
Total$27,982,924TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,991,752CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,712,686CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,360,110CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,187,261CurrentTaxYearMinus1YearAmt
Current Tax Year$4,731,115CurrentTaxYearAmt
Total$27,982,924TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$10,421,945SubstantialContributorsTotAmt
Public Support Total170$17,560,979PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$96,197CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$794,179CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,196,244CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,307,145CurrentTaxYearMinus1YearAmt
Current Tax Year$1,174,486CurrentTaxYearAmt
Total$4,568,251TotalAmt
FieldValueIRS element (for citing)
Total Support$32,551,175TotalSupportAmt
Gross Receipts Rltd Activities$65,610,996GrossReceiptsRltdActivitiesAmt
Public Support CY1700.53950PublicSupportCY170Pct
Public Support PY1700.59930PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$450,300OtherCostOrOtherBasisAmt
Book Value$450,300BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$38,021OtherCostOrOtherBasisAmt
Depreciation$30,811DepreciationAmt
Book Value$7,210BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,783,976OtherCostOrOtherBasisAmt
Depreciation$1,191,006DepreciationAmt
Book Value$592,970BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,050,480TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
OPERATING LEASE RIGHT OF USE ASSETS$4,631,788
DUE FROM AEL - RELATED ENTITY$433,462
DEPOSITS$251,810
DUE FROM EAGER TO READ - RELATED$5,214
FINANCING LEASE RIGHT OF USE ASSETS$4,798
FieldValueIRS element (for citing)
Total Book Value Other Assets$5,327,072TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
OPERATING LEASE LIABILITY$4,604,574
FINANCING LEASE LIABILITY$5,111
FieldValueIRS element (for citing)
Total Liability$4,609,685TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$19,006,244TotalRevEtcAuditedFinclStmtAmt
Other Revenue$185OtherRevenueAmt
Revenue Not Reported$185RevenueNotReportedAmt
Revenue Subtotal$19,006,059RevenueSubtotalAmt
Total Revenue Per Form990$19,006,059TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$20,500,201TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$60,193OtherExpensesIncludedAmt
Expenses Not Reported$60,193ExpensesNotReportedAmt
Expenses Subtotal$20,440,008ExpensesSubtotalAmt
Total Expenses Per Form990$20,440,008TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 3, PART XACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ATI'S 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, 2025, 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, 2025, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2021 THROUGH 2023 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH ATI FILES TAX RETURNS. IT IS ATI'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. AS OF JUNE 30, 2025, ATI HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES.
SCHEDULE D, PAGE 4, PART XI, LINE 2DEAGER TO READ - REVENUE 185
SCHEDULE D, PAGE 4, PART XII, LINE 2DEAGER TO READ - EXPENSES 60,193

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
FUNDED STRATEGIES
157 COLUMBUS AVENEW YORKNY10023FUNDRAISEfalse$247,500$120,000$127,500
OAK ROSE GROUP LLC
7337 E ROSE LANESCOTTSDALEAZ85250FUNDRAISEfalse$250,000$74,997$175,003
MUSANTE STRATEGIES LLC
808 CONSTITUTION AVENUE NEWASHINGTONDC20002FUNDRAISEfalse$60,000-$60,000
LEONARDTOWN GRANTS LLC
PO BOX 651LEONARDTOWNMD20650FUNDRAISEfalse$10,509-$10,509
FieldValueIRS element (for citing)
Total Gross Receipts$497,500TotalGrossReceiptsAmt
Total Retained By Contractors$265,506TotalRetainedByContractorsAmt
Total Net To Organization$302,503TotalNetToOrganizationAmt
Licensed StatesMDLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesDCLicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART IVFormAndLineReferenceDesc
ExplanationFUNDED STRATEGIES - SUPPORT WITH IDENTIFICATION OF POTENTIAL GRANTS, GRANT WRITING AND REVIEW, GRANT REPORTING, AND STRATEGIC ASSISTANCE FOR THE DEVELOPMENT TEAM. OAK ROSE - ASSISTANCE WITH IDENTIFYING PHILANTHROPIC, COMMUNITY, AND SCHOOL PARTNERS FOR SUPPORTING APPLETREE'S COMPREHENSIVE PROGRAMMING AND SERVICES. MUSANTE - PROVIDE SERVICES RELATED TO GOVERNMENT RELATIONS, COMMUNITY RELATIONS, STRATEGIC PLANNING AND IDENTIFICATION OF POTENTIAL PHILANTHROPIC PARTNERS. LEONARDTOWN GRANTS - PROVIDE ASSISTANCE WITH GRANT WRITING.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient3RecipientCnt
Cash Grant$8,400CashGrantAmt
Valuation Method UsedCOSTValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationAFTER 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 FY25 WAS 2,500 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmount
WILLIAM J MCCARTHY
PRESIDENT & CO-CEO$293,922$14,999$25,164$334,085
CHAVAUGHN BROWN
CO-CEO$215,104$10,692$2,793$228,589$31,154$1,549$405$33,108
THOMAS KEANE JR
GENERAL COUNSEL$166,735$8,540$22,321$197,596$43,265$2,216$5,792$51,273
ALEXANDER FEDDOULI - OUTGOING
CFAO$54,467$2,363$191,445$23,343$1,012$24,355$134,615
CRYSTAL HILL - CHIEF PEOPLE
OFFICER$132,776$6,662$7,317$146,755$71,874$3,606$3,961$79,441
ANNE ZUMMO MALONE - CHIEF OF
GROWTH AND IMPACT$174,005$9,096$28,090$211,191$26,456$1,383$4,271$32,110
JOLAINE LANAU-PIERRE
CONTROLLER$115,727$6,057$22,427$144,211$36,699$1,921$7,112$45,732
JOHN MOORE
DIRECTOR OF HR & IT$82,875$4,176$8,634$95,685$70,970$3,576$7,394$81,940
ABBY CARLSON - DIRECTOR OF RESEARCH
AND IMPACT$126,217$6,596$27,878$160,691
NATASHA PARRILLA - DIR OF COMMS
EARLY LEARNING$103,829$5,269$15,538$124,636$33,781$1,714$5,055$40,550
LAUREN CHISHOLM - DIRECTOR OF
IMPLEMENTATION$114,724$5,812$9,372$129,908$18,828$954$1,538$21,320
MEGAN BERKOWITZ - DIRECTOR OF
MENTAL HEALTH$84,564$4,322$17,441$106,327$39,481$2,018$8,143$49,642

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PAGE 1, PART I, LINE 4ALEXANDER FEDDOULI - OUTGOING 134,615 0 0
SCHEDULE J, PART IIITHE ORGANIZATION PAID ONE INDIVIDUAL SEVERANCE PAY DURING THE YEAR.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, PART I, LINE 6VOLUNTEERS CONSIST OF BOARD MEMBERS
FORM 990, PAGE 2, PART III, LINE 4AATI 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 THREE 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 NUMEROUS MAJOR PHILANTHROPIES. APPROXIMATELY 183 NON-APPLETREE CLASSROOMS IN THE DISTRICT OF COLUMBIA, CONNECTICUT, 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 EARLYEDUCATION OUTCOMES. DIRECT EDUCATION OF CHILDREN. IN SCHOOL YEAR 2024-2025, ATI PROVIDED FULL-SCHOOL MANAGEMENT FOR APPROXIMATELY 495 THREE- AND FOUR-YEAR-OLD STUDENTS IN WASHINGTON, DC, AT ACHIEVEMENT PREP CHARTER SCHOOL, LEARN DC 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 THESE SCHOOLS USE ATIS EVERY CHILD READY INSTRUCTIONAL MODEL. SUPPORT FOR OTHER EARLY-EDUCATION SCHOOLS. ATI PROVIDED THE EVERY CHILD READY INSTRUCTIONAL MODEL TO THE EIGHT CAMPUSES OF APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL (AELPCS) IN SCHOOL YEAR 2024-2025. ATI ALSO PROVIDED CERTAIN ADMINISTRATIVE SERVICES AND GRANTS AND SHARED WRAP AROUND SERVICES 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. ATIS 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.
FORM 990, PAGE 6, PART VI, LINE 11BTHE CHIEF FINANCIAL 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 12CTHE 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 15ATHE 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 19THE 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1APPLETREE EARLY LEARNING PUBLICBusinessNameLine1Txt
Business Name Line2CHARTER SCHOOLBusinessNameLine2Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11801 MISSISSIPPI AVE SEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20020ZIPCd
FieldValueIRS element (for citing)
EIN201302458EIN
Primary ActivitiesCH SCHOOLPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Exempt Code Section501C3ExemptCodeSectionTxt
Public Charity Status2PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (true)LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Business Name Line2OtherOrganizationName/BusinessNameLine2TxtTransaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
APPLETREE EARLY LEARNING PUBLIC
CHARTER SCHOOLE$3,535,000BOOK VALUE
APPLETREE EARLY LEARNING PUBLIC
CHARTER SCHOOLJ$851,825BOOK VALUE
APPLETREE EARLY LEARNING PUBLIC
CHARTER SCHOOLL$141,740BOOK VALUE
APPLETREE EARLY (ATI PAID TO AEL)
CHARTER SCHOOLO$1,501,788BOOK VALUE
APPLETREE EARLY (AEL PAID ATI)
CHARTER SCHOOLO$1,634,598BOOK VALUE
APPLETREE EARLY LEARNING PUBLIC
CHARTER SCHOOLQ$44,450BOOK VALUE
APPLETREE EARLY LEARNING PUBLIC
CHARTER SCHOOLB$1,020,000BOOK VALUE

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.