Apple Tree Early Intervention Center FY2023 filing

Not tax-deductible

Norwalk, CA501(c)(3)Mental HealthEIN 33-0799737Revenue $808K in FY2023

On file with the IRSappletreetherapy4kids.com12375 Imperial Hwy, 90650-3129 · Norwalk, CATax-exempt since Jul 2001Publicly supported — 509(a)(2)

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Apple Tree Early Intervention center's primary exempt purpose is to assist developmentally challenged young children and their parents to successfully master the various stages of the life cycle.

88¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $6K a year · under 1% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Liabilities
$28K
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 4 voting members
Looks good: 3 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$808K
-18% vs prior year
Spent
$873K
To programs
88%
Net assets
$88K
By yearFY2020–FY2024
Revenue
$808K
FY2023▼ -18%
Tap a bar for its year
Revenue by fiscal year
FY2020$983K
FY2021$902K
FY2022$990K
FY2023$808K
FY2024$604K
Expenses
$873K
FY2023▼ -8%
Tap a bar for its year
Expenses by fiscal year
FY2020$914K
FY2021$952K
FY2022$949K
FY2023$873K
FY2024$630K
Net assets
$88K
FY2023▼ -43%
Tap a bar for its year
Net assets by fiscal year
FY2020$163K
FY2021$113K
FY2022$153K
FY2023$88K
FY2024$62K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $770K Management & general 12% · $103K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990.

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 2095 $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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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps young children with developmental challenges and their parents master life stages.

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Provided by the organization

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1 program · $770K · in their own filed words · FY2023
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.

$770Kprogram expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$808K
Ln 12
Fees for servicesLn 2g$808K
Money outPt IX
$873K
Ln 25
Programscol B$770K
Managementcol C$103K
Owns and owesPt X
$88K
net assets · Ln 32
Total assetsLn 16$116K
LiabilitiesLn 26$28K
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$808K
Gains on assetsLn 7$0
Total revenueLn 12$808K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$0
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$54K
Other assetsLn 15$19K
Total assetsLn 16$116K
LiabilitiesLn 26$28K
Net assetsLn 32$88K
OperationsPt I, VI
EmployeesI 524
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$56K$0
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$70K$54K
Total assetsLn 16$188K$116K
LiabilitiesLn 26$35K$28K
Net assetsLn 32$153K$88K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$53K$42K$11K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$403K$363K$40K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$36K$32K$4K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$4K$644$4K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$10K$9K$2K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$172K$146K$26K
TravelLn 17$1K$1K$200
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$16K$13K$2K
InsuranceLn 23$5K$4K$724
Other expenses (24a–d)Ln 24$158K$146K$12K
All other expensesLn 24e$15K$13K$2K
Total functional expensesLn 25$873K$770K$103K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $604K$630K−$26K$62K 990 PDF
FY2023 Viewing $808K$873K−$66K$88K 990 PDF
FY2022 $990K$949K$41K$153K 990 PDF
FY2021 $902K$952K−$50K$113K 990 PDF
FY2020 $983K$914K$69K$163K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $807,509 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $230,000$0
I-9 Program service revenuePrior year $759,726$807,509
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $989,726$807,509
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $659,872$491,253
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $289,079$382,026
I-18 Total expensesPrior year $948,951$873,279
I-19 Revenue less expensesPrior year $40,775−$65,770
Part VI · Governance 3 of 4 board members independent, no flags
VI-1a Voting members of the governing body4
VI-1b Independent voting members3
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $807,509 across 8 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $807,509$807,509
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $807,509$807,509
Part IX · Statement of functional expenses $873,279 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $42,086 · Management $10,522$52,608
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $362,514 · Management $40,279$402,793
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $31,908 · Management $3,944$35,852
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesPrograms $644 · Management $3,647$4,291
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $8,867 · Management $1,565$10,432
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $145,806 · Management $25,730$171,536
IX-17 TravelPrograms $1,135 · Management $200$1,335
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $13,359 · Management $2,357$15,716
IX-23 InsurancePrograms $4,105 · Management $724$4,829
IX-24 Other expenses (24a–d)Programs $146,049 · Management $12,387$158,436
IX-24e All other expensesPrograms $13,408 · Management $2,043$15,451
IX-25 Total functional expensesPrograms $769,881 · Management $103,398 · Fundraising $0$873,279
Part X · Balance sheet $115,983 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $56,343$0
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $42,993$42,701
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $69,629$53,913
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $19,369$19,369
X-16 Total assetsStart of year $188,334$115,983
X-17 Accounts payable and accrued expensesStart of year $21,560$27,238
X-25 Other liabilitiesStart of year $13,373$1,114
X-26 Total liabilitiesStart of year $34,933$28,352
X-27 Net assets without donor restrictionsStart of year $153,401$87,631
X-32 Total net assets or fund balancesStart of year $153,401$87,631
X-33 Total liabilities and net assetsStart of year $188,334$115,983
Part XI · Reconciliation of net assets $87,631 net assets at year end
XI-1 Total revenue$807,509
XI-2 Total expenses$873,279
XI-3 Revenue less expenses−$65,770
XI-4 Net assets at start of year$153,401
XI-10 Net assets at end of year$87,631

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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