Apple Tree Early Intervention Center EIN 33-0799737 Form 990 (PDF) Claim this org

Apple Tree Early Intervention Center

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Helps young children with developmental challenges and their parents master life stages. For fiscal year 2024 it reported $604K in revenue, $630K in expenses, and $62K in net assets.Pt I

Type
Public charity (501(c)(3)) · Mental Health
Location
Norwalk, CA
Website
appletreetherapy4kids.com
Filings
5 on file (2020–2024)
Revenue
$604KFY2024
Expenses
$630K
Net assets
$62K
People
4
Filings
5
Updates
0
More identity details & actions ⌄
EIN  33-0799737 Public charity (501(c)(3)) Norwalk, CA
Form 990 (PDF)
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Size
$100K–1M
What they do
Helps young children with developmental challenges and their parents master life stages.
Leadership
Carol Thompson · Executive Dir.
Money in and out
$604K revenue, $630K expenses
Bottom line
88% program efficiency
Where the money goes · FY2024
Total revenue
$604K
Pt VIII · Ln 12
Total expenses
$630K
Pt IX · Ln 25
Net assets
$62K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$26K
Where spending went · Part IX cols B–D
Program services $0.88 Management & general $0.12
Program efficiency
88%
of spending reaches programs+0.07% vs prior filing year
Operating runway
0.0mo
months of highly liquid reserves at operating expense rate
Surplus margin
-4%
revenue over expenses, this year▲ +48% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$604K
FY2024▼ -25%
Expenses
$630K
FY2024▼ -28%
Total assets
$252K
FY2024▲ +118%
Total liabilities
$190K
FY2024▲ +571%
Total revenue
$604K
Pt VIII · Ln 12
Total expenses
$630K
Pt IX · Ln 25
Net assets
$62K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$26K
Total assetsPt X · Ln 16$252K
Program-expense ratioPt IX · col B88%
Voting members of governing bodyPt I · Ln 34
Independent voting membersPt I · Ln 43

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CApple Tree Early Intervention Center
EINHdr · item D33-0799737
Principal addressHdr · item CNorwalk, CA
WebsiteHdr · item Jappletreetherapy4kids.com
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFMental Health (F30)
Ruling yearIRS BMFJul 2001

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a4
Independent voting membersPt VI · Ln 1b3
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Dir.
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Carol Thompson’s $51K as Executive Dir. is at the 38th percentile of top reported officer pay among 2083 $100K–1M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2022FY2021FY2020
Carol Thompson$51,200$96,900$95,700
Heather Thompson$44,676$28,561$63,484

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

1 program service account for $556K of program spending, described in the organization's own filed words · FY2024.
01

The organization provided services to maximize the growth experience for developmentally challenged children. By utilizing parental involvement, combined with staff guidance, the program concentrated on four areas: (1)DEVELOPMENT, (2)INTERVENTION, (3)EDUCATION, and (4)TRANSITION.

$556Kprogram expense

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Statement of Revenue

Part VIII
Program service revenue100%$604K
Total revenueLn 12$604K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.88 Management & general $0.12
Program services88%$556K
Management & general12%$74K
Total functional expensesLn 25$630K

Balance Sheet

Part X · end of year
CashLn 1$843
Total assetsLn 16$252K
Total liabilitiesLn 26$190K
Total net assetsLn 32$62K
Months of cash on handcomputed0.0

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $843 · Operating expenses/yr $630K
0.0 months
Where the money goes
Program services
Program services $556K · Total expenses $630K
88%
Management & General
Management & general $74K · Total expenses $630K
12%
Fundraising
Fundraising $0 · Total expenses $630K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $77K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $604K
0%
Government reliance
Government grants — · Total revenue $604K
Earned-income share
Program service revenue $604K · Total revenue $604K
100%
Investment reliance
Investment income $0 · Total revenue $604K
0%
Program self-sufficiency
Program service revenue $604K · Total expenses $630K
96%
Growth & trend
Revenue growth (YoY)
This year $604K · Prior year $808K
-25%
Revenue CAGR
FY2020 $983K · FY2024 $604K
-11%
Net-asset trend (YoY)
End of year $62K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $604K · Expenses $630K
-4%
Liabilities-to-Assets
Total liabilities — · Total assets $252K
Net-asset ratio
Net assets $62K · Total assets $252K
25%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $252K
0%
People & payroll
Highest Reported Total Compensation
Individual Carol Thompson · Reported title Executive Dir. · Highest reported compensation $0 · Total expenses $630K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $367K · Total expenses $630K
58%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 88%
Overhead ratio 12%
Revenue growth -25%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 0.1%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$604K revenue · viewing · ⤓ 990 PDF
FY2023$808K revenue · ⤓ 990 PDF
FY2022$990K revenue · ⤓ 990 PDF
FY2021$902K revenue · ⤓ 990 PDF
FY2020$983K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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