Nonprofit · EIN 04-3331760
APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC
Tax-exempt · WASHINGTON, DC 20020
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $19,006,059 | $20,440,008 | -$1,433,949 | $16,327,886 | $6,594,104 | $9,733,782 |
| June 30, 2024 | 990 | $18,401,984 | $20,134,578 | -$1,732,594 | $18,067,982 | $6,900,251 | $11,167,731 |
| June 30, 2023 | 990 | $21,894,694 | $21,363,192 | $531,502 | $20,208,878 | $7,041,560 | $13,167,318 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,731,115
- of which government grants
- $1,206,043
- Program service revenue
- $13,100,458
- Investment income
- $322,361
- Net rental income
- $852,125
- Other revenue
- $852,125
Expenses
- Grants and similar amounts paid
- $8,400
- Compensation of officers, directors and key employees
- $1,337,811
- Other salaries and wages
- $10,093,658
- Salaries, compensation and benefits (total)
- $14,134,054
- Professional fundraising fees
- $265,506
- Legal fees
- $12,553
- Accounting fees
- $233,794
- Occupancy
- $1,038,119
- Travel
- $131,174
- Depreciation
- $350,880
- Program services (functional)
- $17,805,617
- Management and general (functional)
- $2,298,880
- Fundraising (functional)
- $335,511
Balance sheet and other
- Total assets, start of year
- $18,067,982
- Total assets, end of year
- $16,327,886
- Total liabilities, end of year
- $6,594,104
- Net assets, end of year
- $9,733,782
- Land, buildings and equipment
- $1,050,480
- Net assets without donor restrictions
- $9,324,245
- Net assets with donor restrictions
- $409,537
- Gross receipts
- $19,006,059
- Employees
- 206
- Volunteers
- 12
- Year formed
- 1996
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WILLIAM J MCCARTHY | PRESIDENT & Trustee or director, Officer | 40 | $293,922 | $0 | $40,163 |
| CHAVAUGHN BROWN | CO-CEO Officer | 35 | $215,104 | $31,154 | $15,439 |
| THOMAS KEANE JR | GENERAL COUN Officer | 32 | $166,735 | $43,265 | $38,869 |
| ANNE ZUMMO MALONE - CHIEF OF | GROWTH AND I Key employee | 35 | $174,005 | $26,456 | $42,840 |
| CRYSTAL HILL - CHIEF PEOPLE | OFFICER Key employee | 26 | $132,776 | $71,874 | $21,546 |
| ALEXANDER FEDDOULI - OUTGOING | CFAO Officer | 28 | $189,082 | $23,343 | $3,375 |
| JOLAINE LANAU-PIERRE | CONTROLLER Key employee | 30 | $115,727 | $36,699 | $37,517 |
| JOHN MOORE | DIRECTOR OF Key employee | 22 | $82,875 | $70,970 | $23,780 |
| NATASHA PARRILLA - DIR OF COMMS | EARLY LEARNI Highest-paid employee | 30 | $103,829 | $33,781 | $27,576 |
| ABBY CARLSON - DIRECTOR OF RESEARCH | AND IMPACT Highest-paid employee | 40 | $126,217 | $0 | $34,474 |
| MEGAN BERKOWITZ - DIRECTOR OF | MENTAL HEALT Highest-paid employee | 27 | $84,564 | $39,481 | $31,924 |
| LAUREN CHISHOLM - DIRECTOR OF | IMPLEMENTATI Highest-paid employee | 34 | $114,724 | $18,828 | $17,676 |
| RAYEANNE KING | PRINCIPAL Highest-paid employee | 40 | $117,706 | $0 | $11,206 |
| MAYANK PALOD - CHIEF | FINANCIAL OF Officer | 24 | $40,714 | $27,155 | $3,282 |
| CELIA MARTIN | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULA YOUNG SHELTON | BOARD VICE C Trustee or director, Officer | 2 | $0 |
| RITA CHAPIN | TREASURER Trustee or director, Officer | 2 | $0 |
| KAREN DAVENPORT | DIRECTOR Trustee or director | 2 | $0 |
| MATT DOWNS | DIRECTOR Trustee or director | 2 | $0 |
| TOM FIRTH | DIRECTOR Trustee or director | 2 | $0 |
| SARA GLENN | DIRECTOR Trustee or director | 2 | $0 |
| BRIDGET BRADLEY GRAY | DIRECTOR Trustee or director | 2 | $0 |
| SHELLEY HUGHES | DIRECTOR Trustee or director | 2 | $0 |
| JENNIFER MCKINNEY | DIRECTOR Trustee or director | 2 | $0 |
| SKYLE PEARSON | DIRECTOR Trustee or director | 2 | $0 |
| DEB SMOLOVER | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WILLIAM J MCCARTHY | PRESIDENT AN Trustee or director, Officer | 40 | $287,852 | $0 | $38,723 |
| ANNE ZUMMO MALONE - CHIEF OF | GROWTH AND I Key employee | 37 | $198,403 | $6,414 | $41,862 |
| ALEXANDER FEDDOULI - CHIEF | FINANCIAL OF Officer | 28 | $175,085 | $59,126 | $9,806 |
| THOMAS KEANE JR | GENERAL COUN Officer | 26 | $170,768 | $35,571 | $36,113 |
| CHAVAUGHN BROWN - EXECUTIVE | VICE PRESIDE Key employee | 37 | $207,940 | $11,218 | $12,794 |
| CRYSTAL HILL - CHIEF PEOPLE | OFFICER Key employee | 21 | $137,052 | $70,141 | $20,111 |
| JAMIE MILES | CHIEF OF SCH Trustee or director, Officer | 17 | $96,036 | $112,021 | $12,422 |
| JOLAINE LANAU-PIERRE | CONTROLLER Highest-paid employee | 34 | $120,166 | $22,465 | $34,648 |
| KELLY TRYGSTAD - DIRECTOR OF | TEACHING & L Highest-paid employee | 40 | $151,920 | $0 | $10,703 |
| NATASHA PARRILLA - DIR OF COMMS | EARLY LEARNI Highest-paid employee | 31 | $105,497 | $27,021 | $27,269 |
| ABBY CARLSON - DIRECTOR OF RESEARCH | AND IMPACT Highest-paid employee | 39 | $123,915 | $2,347 | $31,144 |
| CELIA MARTIN | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PAULA YOUNG SHELTON | BOARD VICE C Trustee or director, Officer | 2 | $0 | $0 | $0 |
| RITA CHAPIN | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KAREN DAVENPORT | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MATT DOWNS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TOM FIRTH | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SARA GLENN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BRIDGET BRADLEY GRAY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SHELLEY HUGHES | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JENNIFER MCKINNEY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SKYLE PEARSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DEB SMOLOVER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WILLIAM J MCCARTHY | PRESIDENT AN Trustee or director, Officer | 40 | $267,096 | $0 | $31,870 |
| ANNE ZUMMO MALONE - CHIEF OF | GROWTH AND I Key employee | 39 | $192,086 | $1,972 | $33,041 |
| THOMAS KEANE JR | INTERIM CFO Officer | 33 | $162,939 | $32,914 | $28,546 |
| JAMIE MILES | CHIEF OF SCH Key employee | 22 | $111,824 | $87,265 | $11,671 |
| CRYSTAL HILL - CHIEF PEOPLE | OFFICER Officer | 28 | $138,588 | $59,686 | $10,794 |
| CHAVAUGHN BROWN - CHIEF OF | RESEARCH INN Key employee | 39 | $168,053 | $3,752 | $11,046 |
| KELLY TRYGSTAD - DIRECTOR OF | TEACHING & L Highest-paid employee | 40 | $142,993 | $0 | $29,918 |
| JOLAINE LANAU-PIERRE | CONTROLLER Highest-paid employee | 34 | $109,521 | $20,132 | $26,993 |
| NATASHA PARRILLA - DIR OF COMMS | EARLY LEARNI Highest-paid employee | 33 | $102,702 | $21,914 | $24,170 |
| RITA CHAPIN - OUTGOING | COO Officer | 38 | $115,916 | $6,096 | $18,363 |
| LAUREN CHISHOLM - DIRECTOR OF | IMPLEMENTATI Highest-paid employee | 39 | $122,129 | $2,300 | $15,394 |
| ABBY CARLSON - DIRECTOR OF RESEARCH | AND IMPACT Highest-paid employee | 39 | $109,245 | $3,444 | $24,963 |
| CELIA V MARTIN | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PAULA YOUNG SHELTON | BOARD VICE C Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BRIDGET BRADLEY GRAY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KAREN DAVENPORT | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MATTHEW DOWNS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| THOMAS FIRTH | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SARA GLENN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JENNIFER MCKINNEY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SKYLE PEARSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DEBORAH SMOLOVER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SHELLEY HUGHES | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KATHARINE SAUNDERS - OUTGOING | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1801 MS AVE SE 3RD FLOOR, WASHINGTON, DC 20020-6124
- Principal officer (990 for 2024)
- WILLIAM J MCCARTHY, 1801 MISSISSIPPI AVE SE, WASHINGTON, DC 20020
- Signed the 990
- MAYANK PALOD - CHIEF, FINANCIAL OFFICER
- Phone
- (202) 526-1503
- Website
- WWW.APPLETREEINSTITUTE.ORG
- Return prepared by
- KENDALL PREBOLA AND JONES LLC
Mission
THE 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.
Program accomplishments
- ATI 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.Expenses $17,805,617 · grants $8,400 · revenue $13,100,458
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3331760
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99Z)
- Assets (IRS master file)
- $16,327,886
- Income (IRS master file)
- $19,006,059
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $19,006,059 | $20,440,008 | $16,327,886 | IRS |
| 990 | June 2024 | $18,401,984 | $20,134,578 | $18,067,982 | IRS |
| 990 | June 2023 | $21,894,694 | $21,363,192 | $20,208,878 | XML |
| 990 | June 2022 | $21,905,586 | $18,849,993 | $13,334,876 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3331760).
Questions about APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC
- What is the EIN of APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC?
- The employer identification number (EIN) of APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC is 04-3331760.
- Is APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC?
- The 990 for the year ended June 30, 2025 names WILLIAM J MCCARTHY.
- Who are the officers and directors of APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC?
- The 990 for the year ended June 30, 2025 lists 26 people; 14 received compensation from the organization, the highest $293,922 (WILLIAM J MCCARTHY, PRESIDENT &).
- How much revenue does APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $19,006,059, expenses of $20,440,008 and total assets of $16,327,886 at year end.
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