Nonprofit · EIN 41-1850500
APPLETREE COURT
Tax-exempt · PHOENIX, AZ 85013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $62,037 | $157,250 | -$95,213 | $639,430 | $342,381 | $297,049 |
| June 30, 2024 | 990 | $61,821 | $115,002 | -$53,181 | $645,094 | $252,832 | $392,262 |
| June 30, 2023 | 990 | $52,852 | $128,379 | -$75,527 | $604,366 | $158,923 | $445,443 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $52,236
- Investment income
- $7,273
- Other revenue
- $2,528
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $16,275
- Occupancy
- $27,953
- Depreciation
- $28,312
- Program services (functional)
- $146,020
- Management and general (functional)
- $11,230
Balance sheet and other
- Total assets, start of year
- $645,094
- Total assets, end of year
- $639,430
- Total liabilities, end of year
- $342,381
- Net assets, end of year
- $297,049
- Land, buildings and equipment
- $422,055
- Net assets without donor restrictions
- -$1,089,651
- Net assets with donor restrictions
- $1,386,700
- Gross receipts
- $62,037
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1998
- State of legal domicile
- MN
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 |
|---|---|---|---|---|---|
| DAVID JONES | BOARD MEMBER/MARKET PRESIDENT REG HOSPITALS Trustee or director | 1 | $0 | $522,725 | $94,004 |
| DAVID NELSON | PRESIDENT/CEO (PARTIAL YEAR) Trustee or director, Officer | 18 | $0 | $476,279 | $40,946 |
| TIM SCHNACK | MARKET CFO Officer | 1 | $0 | $319,497 | $48,789 |
| NICK OTOOL | FORMER OFFICER Former | 0 | $0 | $293,806 | $52,737 |
| JAY ROSS | VP OPERATIONAL FINANCE/TREASURER Officer | 10 | $0 | $198,054 | $50,138 |
| TERRY ANDERSON | PRESIDENT/CEO (EFFECTIVE 09/15/2024) Trustee or director, Officer | 18 | $0 | $221,367 | $26,238 |
| AMBER STOWMAN | FORMER OFFICER Former | 0 | $0 | $200,901 | $46,256 |
| CARISSA JOST | SECRETARY/ADMINISTRATIVE ASSISTANT Officer | 1 | $0 | $31,951 | $13,609 |
| DOREEN REINKE | VICE CHAIR (PARTIAL YEAR) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JANEL FEDERICKSEN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JANELLE KRUMP | VICE CHAIR (EFFECTIVE 08/14/2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHELLY GOMPF | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TREVOR STAV | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVID WOODS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SISTER DORETTA MEIER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID JONES | BOARD MEMBER/MARKET PRESIDENT REG HOSPITALS Trustee or director | 1 | $0 | $460,692 | $53,617 |
| DAVID NELSON | PRESIDENT/CEO Trustee or director, Officer | 18 | $0 | $419,784 | $41,449 |
| TIM SCHNACK | MARKET CFO Officer | 1 | $0 | $369,715 | $48,053 |
| NICK OTOOL | MARKET CFO (PARTIAL YEAR) Officer | 1 | $0 | $349,020 | $50,949 |
| BRENT SCHMIDT | FORMER OFFICER Former | 0 | $0 | $395,493 | $0 |
| AMBER STOWMAN | FORMER OFFICER Former | 0 | $0 | $221,301 | $44,587 |
| JAY ROSS | VP OPERATIONAL FINANCE/TREASURER Officer | 4 | $0 | $177,852 | $43,517 |
| CARISSA JOST | SECRETARY/ADMINISTRATIVE ASSISTANT Officer | 1 | $0 | $31,150 | $12,406 |
| GLORIA DOHMAN | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DOREEN REINKE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JANEL FEDERICKSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANELLE KRUMP | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHELLY GOMPF | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TREVOR STAV | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVID WOODS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SISTER DORETTA MEIER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRENT SCHMIDT | FORMER OFFICER Former | 0 | $0 | $431,851 | $25,764 |
| JULIE GOEBEL | BOARD MEMBER/DIV SVP COO (PARTIAL YEAR) Trustee or director | 1 | $0 | $365,482 | $21,111 |
| DAVID NELSON | PRESIDENT/CEO Trustee or director, Officer | 18 | $0 | $341,448 | $40,349 |
| DAVID JONES | BOARD MEMBER/MARKET PRESIDENT REG HOSPITALS Trustee or director | 1 | $0 | $307,588 | $30,939 |
| NICK OTOOL | DIV VP FINANCE Officer | 1 | $0 | $257,678 | $47,032 |
| AMBER STOWMAN | DIV VP OPERATIONAL FINANCE/INTERIM TREASURER Officer | 4 | $0 | $219,871 | $42,229 |
| JAY ROSS | VP OPERATIONAL FINANCE/TREASURER Officer | 10 | $0 | $164,059 | $39,394 |
| TAMERA ALTHOFF | BOARD MEMBER/RN (PARTIAL YEAR) Trustee or director | 1 | $0 | $41,661 | $26,667 |
| CARISSA JOST | SECRETARY/ADMINISTRATIVE ASSISTANT Officer | 1 | $0 | $30,041 | $12,361 |
| GLORIA DOHMAN | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SR CHARLENE GROSSMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DOREEN REINKE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JANEL FEDERICKSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANELLE KRUMP | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHELLY GOMPF | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TREVOR STAV | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
- Principal officer (990 for 2024)
- TERRY ANDERSON, 3033 N 3RD AVE, PHOENIX, AZ 85013
- Signed the 990
- TIM SCHNACK, MARKET CFO
- Phone
- (218) 643-3000
- Return prepared by
- COMMONSPIRIT HEALTH
Mission
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.
Program accomplishments
- 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. APPLETREE COURT'S 8-MEMBER BOARD OF DIRECTORS AND THE DIRECTOR OVERSEE THE OPERATIONS OF THE HOUSING COMPLEX AND PROVIDE REDUCED RENTS TO ITS TENANTS. THE RENT ON THE APARTMENTS IS ADJUSTED BASED ON EACH TENANT'S INCOME. IF THE RENT IS LESS THAN THE HOUSING AND URBAN DEVELOPMENT (HUD) ESTABLISHED MINIMUM, $613 IN 2024 AND $640 IN 2025, HUD MAKES UP THE DIFFERENCE. HOWEVER, THE HUD MINIMUM RENT IS LESS THAN THE MARKET RATE FOR SIMILAR HOUSING DEVELOPMENTS IN OUR COMMUNITY, THUS ALLOWING THE TENANTS TO LIVE IN HOUSING OF A HIGHER QUALITY THAN THEY COULD OTHERWISE AFFORD. APPLETREE COURT ALSO PROVIDES SOCIAL AND RECREATIONAL ACTIVITIES FOR THE TENANTS OF THE COMPLEX. IN ADDITION, APPLETREE COURT PROVIDES MEETING SPACE FREE OF CHARGE TO SEVERAL HEALTH-RELATED COMMUNITY GROUPS, SUCH AS WEIGHT LOSS, GRIEF SUPPORT, ETC. TENANTS ARE ALSO ENCOURAGED TO USE THE COMMUNITY AREAS FREE OF CHARGE.Expenses $146,020 · revenue $52,236
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
- 41-1850500
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L210)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $639,430
- Income (IRS master file)
- $62,037
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $62,037 | $157,250 | $639,430 | IRS |
| 990 | June 2024 | $61,821 | $115,002 | $645,094 | IRS |
| 990 | June 2023 | $52,852 | $128,379 | $604,366 | XML |
| 990 | June 2022 | $46,278 | $125,148 | $572,897 | 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 41-1850500).
Questions about APPLETREE COURT
- What is the EIN of APPLETREE COURT?
- The employer identification number (EIN) of APPLETREE COURT is 41-1850500.
- Is APPLETREE COURT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does APPLETREE COURT 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 COURT 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 COURT 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 COURT?
- The 990 for the year ended June 30, 2025 names TERRY ANDERSON.
- Who are the officers and directors of APPLETREE COURT?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does APPLETREE COURT have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $62,037, expenses of $157,250 and total assets of $639,430 at year end.
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