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Appletree Court

Tax-deductible

Phoenix, AZ501(c)(3)Since 1998Housing EIN 41-1850500Revenue $62K in FY2025

On file with the IRS3033 N 3rd Ave, 85013-4447 · Phoenix, AZTax-exempt since Mar 1946Publicly supported — 509(a)(2)

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As an affiliate of commonspirit health, we make the healing presence of god known in our world by improving the health of the people we serve, especially those who are vulnerable, while we advance social justice for all.

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
Run by 6 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 6
filings with a surplus
Average deficit $58K a year · 94% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
16 mo
of spending, in cash
Looks good: 15.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$342K
54% of total assets
Fine: liabilities are 54% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
6
of 8 voting members
Looks good: 6 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$62K
+0.3% vs prior year
Spent
$157K
To programs
93%
Net assets
$297K
By yearFY2020–FY2025
Revenue
$62K
FY2025+0.3%
Tap a bar for its year
Revenue by fiscal year
FY2020$77K
FY2021$68K
FY2022$46K
FY2023$53K
FY2024$62K
FY2025$62K
Expenses
$157K
FY2025▲ +37%
Tap a bar for its year
Expenses by fiscal year
FY2020$110K
FY2021$80K
FY2022$125K
FY2023$128K
FY2024$115K
FY2025$157K
Net assets
$297K
FY2025▼ -24%
Tap a bar for its year
Net assets by fiscal year
FY2020$559K
FY2021$547K
FY2022$468K
FY2023$445K
FY2024$392K
FY2025$297K

From the FY2025 Form 990 (year ending June 2025) · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1946.

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

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $146K Management & general 7% · $11K

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

15 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
David Jones
Board Member/Market President Reg Hospitals
$0Pt VII · Sec A
David Nelson
President/CEO (partial Year)
$0Pt VII · Sec A
Tim Schnack
Market CFO
$0Pt VII · Sec A
Nick Otool
Former Officer
$0Pt VII · Sec A
Jay Ross
VP Operational Finance/Treasurer
$0Pt VII · Sec A
Terry Anderson
President/CEO (effective 09/15/2024)
$0Pt VII · Sec A
Amber Stowman
Former Officer
$0Pt VII · Sec A
Carissa Jost
Secretary/Administrative Assistant
$0Pt VII · Sec A
See Appletree Court executive salaries →

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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 15aNo

Programs and updates

Provides safe, clean, and affordable income-based apartment housing for low-income elderly residents in the Breckenridge community.

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Provided by the organization

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1 program · $146K · in their own filed words · FY2024
01

Appletree court was incorporated as a 501(c)(3) independent, income-based, senior housing unit in 1998. This 20 apartment complex was established to provide clean, comfortable, safe, and affordable housing for elderly, low-income residents of the breckenridge community.

$146Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$62K
Ln 12
Fees for servicesLn 2g$52K
Investment incomeLn 3$7K
Other incomeLn 4–11$3K
Money outPt IX
$157K
Ln 25
Programscol B$146K
Managementcol C$11K
Owns and owesPt X
$297K
net assets · Ln 32
Cash and savingsLn 1–2$206K
Total assetsLn 16$639K
LiabilitiesLn 26$342K
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$52K
Investment incomeLn 3$7K
Other incomeLn 4–11$3K
Total revenueLn 12$62K
Assets in detailPt X, end of year
SavingsLn 2$206K
Cash and savings togetherLn 1–2$206K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$422K
Other assetsLn 15$0
Total assetsLn 16$639K
LiabilitiesLn 26$342K
Net assetsLn 32$297K
OperationsPt I, VI
EmployeesI 50
VolunteersI 66
Fiscal year endsHeaderJune
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 FY25End FY25
Cash and savingsLn 1–2$195K$206K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$450K$422K
Total assetsLn 16$645K$639K
LiabilitiesLn 26$253K$342K
Net assetsLn 32$392K$297K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$16K$16K
Other fees for servicesLn 11g$35K$24K$11K
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$4K$4K
OccupancyLn 16$28K$28K
Payments to affiliatesLn 21$9K$9K
Depreciation, depletion and amortizationLn 22$28K$28K
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$32K$32K$0$0
Total functional expensesLn 25$157K$146K$11K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $62K$157K−$95K$297K 990 PDF
FY2024 $62K$115K−$53K$392K 990 PDF
FY2023 $53K$128K−$76K$445K 990 PDF
FY2022 $46K$125K−$79K$468K 990 PDF
FY2021 $68K$80K−$12K$547K 990 PDF
FY2020 $77K$110K−$32K$559K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $62,037 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $64,708$52,236
I-10 Investment incomePrior year −$4,164$7,273
I-11 Other revenuePrior year $1,277$2,528
I-12 Total revenuePrior year $61,821$62,037
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $115,002$157,250
I-18 Total expensesPrior year $115,002$157,250
I-19 Revenue less expensesPrior year −$53,181−$95,213
Part VI · Governance 6 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members6
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $62,037 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $52,236 · Unrelated business $0 · Excluded from tax $0$52,236
VIII-3 Investment incomeExcluded from tax $7,273$7,273
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $0 · Unrelated business $0 · Excluded from tax $2,528$2,528
VIII-12 Total revenueRelated to mission $52,236 · Unrelated business $0 · Excluded from tax $9,801$62,037
Part IX · Statement of functional expenses $157,250 across 9 lines filed
IX-11c Accounting feesPrograms $16,275$16,275
IX-11g Other fees for servicesPrograms $23,731 · Management $11,230$34,961
IX-12 Advertising and promotionPrograms $3,550$3,550
IX-13 Office expensesPrograms $4,482$4,482
IX-16 OccupancyPrograms $27,953$27,953
IX-21 Payments to affiliatesPrograms $9,069$9,069
IX-22 Depreciation, depletion and amortizationPrograms $28,312$28,312
IX-23 InsurancePrograms $1,054$1,054
IX-24 Other expenses (24a–d)Programs $31,594 · Management $0 · Fundraising $0$31,594
IX-25 Total functional expensesPrograms $146,020 · Management $11,230 · Fundraising $0$157,250
Part X · Balance sheet $639,430 assets, 23 lines filed
X-2 Savings and temporary cash investmentsStart of year $194,727$205,974
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$11,401
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 $450,367$422,055
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 assets$0
X-16 Total assetsStart of year $645,094$639,430
X-17 Accounts payable and accrued expensesStart of year $6,111$2,793
X-18 Grants payable$0
X-19 Deferred revenue$0
X-20 Tax-exempt bond liabilities$0
X-24 Unsecured notes and loans payable$0
X-25 Other liabilitiesStart of year $246,721$339,588
X-26 Total liabilitiesStart of year $252,832$342,381
X-27 Net assets without donor restrictionsStart of year −$994,438−$1,089,651
X-28 Net assets with donor restrictionsStart of year $1,386,700$1,386,700
X-32 Total net assets or fund balancesStart of year $392,262$297,049
X-33 Total liabilities and net assetsStart of year $645,094$639,430
Part XI · Reconciliation of net assets $297,049 net assets at year end
XI-1 Total revenue$62,037
XI-2 Total expenses$157,250
XI-3 Revenue less expenses−$95,213
XI-4 Net assets at start of year$392,262
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$297,049

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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