2016-01-27T16:02:13-06:00 2015-06-30 462108854 KENDALL PREBOLA AND JONES LLC PO BOX 259 BEDFORD PA 155220259 990 2014-07-01 201302458 APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL APPL 2024883990 415 MICHIGAN AVENUE NE 3RD FLOOR WASHINGTON DC 20017 WILLIAM J MCCARTHY CHAIR 2024883990 2016-01-27 1 ALLEN HESS CPA P01266125 8146231880 2016-01-26 2014 2016-04-25 22:37:26Z WILLIAM J MCCARTHY 415 MICHIGAN AVENUE NE 3RD FLOOR WASHINGTON DC 20017 13214616 0 X WWW.APPLETREEINSTITUTE.ORG/SCHOOL X 2004 DC TO OPERATE A DC PUBLIC CHARTER SCHOOL FOR CHILDREN IN PRE-SCHOOL AND PRE-KINDERGARTEN AND TO PROVIDE YOUNG CHILDREN WITH THE SOCIAL, EMOTIONAL AND COGNITIVE FOUNDATIONS THAT WILL ENABLE THEM TO SUCCEED IN SCHOOL. 11 10 232 10 0 0 1045268 1205268 11911115 11993267 12661 16081 62016 0 13031060 13214616 0 0 0 0 7667112 7767370 0 0 0 4361581 4462176 12028693 12229546 1002367 985070 7634887 8280001 4033359 3693403 3601528 4586598 TO OPERATE A DC PUBLIC CHARTER SCHOOL FOR CHILDREN IN PRE-SCHOOL AND PRE-KINDERGARTEN AND TO PROVIDE YOUNG CHILDREN WITH THE SOCIAL, EMOTIONAL AND COGNITIVE FOUNDATIONS THAT WILL ENABLE THEM TO SUCCEED IN SCHOOL. 0 0 10850256 11993267 APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL OPERATES SIX CAMPUSES IN WASHINGTON, DC AND IT USES THE INNOVATIVE EVERY CHILD READY CURRICULUM MODEL FOR INSTRUCTION, STUDENT ASSESSMENT AND PROFESSIONAL DEVELOPMENT. THE MISSION OF THE APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL IS TO CLOSE THE ACHIEVEMENT GAP BEFORE CHILDREN GET TO KINDERGARTEN BY PROVIDING THREE AND FOUR YEAR OLDS WITH THE SOCIAL, EMOTIONAL AND COGNITIVE FOUNDATIONS THAT ENABLE THEM TO SUCCEED IN SCHOOL. MOST CHILDREN ARRIVE AT APPLETREE SCHOOLS WELL BELOW NATIONAL NORMS, BUT, AFTER TWO YEARS OF THE EVERY CHILD READY INSTRUCTIONAL MODEL, THEY ARE ABOVE COMPARABLE NATIONAL NORMS. AN APPLETREE EDUCATION ELIMINATES THE ACHIEVEMENT GAP, MEANING CHILDREN ARE PREPARED TO SUCCEED IN KINDERGARTEN AND BEYOND. 10850256 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 19 0 1 232 1 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X THE ORGANIZATION 2024883990 415 MICHIGAN AVENUE NE 3RD FLOOR WASHINGTON DC 20017 WILLIAM J MCCARTHY BOARD CHAIR/CEO PRESIDENT 5.00 40.00 X X 0 205209 25997 PAULA YOUNG SHELTON BOARD VICE-CHAIR 2.00 2.00 X X 0 0 0 KAREN DAVENPORT SECRETARY 2.00 2.00 X X 0 0 0 BRIDGET BRADLEY GRAY TREASURER 2.00 2.00 X X 0 0 0 MATTHEW DOWNS DIRECTOR 2.00 2.00 X 0 0 0 CELIA V MARTIN DIRECTOR 2.00 2.00 X 0 0 0 SKYLE PEARSON DIRECTOR 2.00 2.00 X 0 0 0 NEGEST HAYES-RUCKER DIRECTOR 2.00 2.00 X 0 0 0 TILMAN WUERSCHMIDT DIRECTOR 2.00 2.00 X 0 0 0 BRIAN OLIVER DIRECTOR 2.00 2.00 X 0 0 0 TIFFANY QUIVERS DIRECTOR 2.00 2.00 X 0 0 0 NAGEEB SUMAR DIRECTOR 2.00 2.00 X 0 0 0 THOMAS KEANE JR GENERAL COUNSEL 20.00 20.00 X 61717 61717 15718 RITA CHAPIN CHIEF OPERATIONS OFFICER 20.00 20.00 X 77679 77679 20632 ANNE MALONE CHIEF OF SCHOOLS 34.00 6.00 X 109817 19380 30754 ARCELI BACSINILA EFF 42715 CHIEF FINANCIAL OFFICER 34.00 6.00 X 0 0 0 JOHN MOORE DIRECTOR, HR AND IT 34.00 6.00 X 93754 16545 15432 KENNETH R MCCANTS DIRECTOR OF SCHOOL LEADERSHIP 34.00 6.00 X 86216 15215 5594 429183 395745 114127 1 0 1 0 REVOLUTION FOODS PO BOX 60000 SAN FRANCISCO CA 94160 FOOD SERVICE 455161 CENTER FOR INSPIRED TEACHING 1436 U ST SUITE 400 WASHINGTON DC 20009 PROVIDED TEACHING FELLOWS 174756 BK CLEANING SERVICES LLC 3739 CAPULET TERRACE SILVER SPRING MD 20906 CLEANING SERVICE 154803 DC PUBLIC CHARTER SCHOOL BOARD 3333 14TH ST NW 210 WASHINGTON DC 20010 AUTHORIZER FEE 120370 4 1176118 29150 29150 1205268 PER PUPIL FUNDING 900099 11665527 11665527 STUDENT ACTIVITY FEES 900099 327740 327740 11993267 16081 16081 13214616 11993267 0 16081 324760 188913 135847 6033007 5697307 335700 131848 113857 17991 753177 652696 100481 524578 462825 61753 124622 124622 633825 557477 76348 31622 4242 27380 327864 227414 100450 1766007 1692605 73402 13367 357 13010 26124 13311 12813 423193 303914 119279 43130 5511 37619 FOOD SERVICE 490075 490075 DIRECT STUDENT COSTS 363951 363951 AUTHORIZER FEES 133523 133523 STAFF DEVELOPMENT 53887 53887 30986 21914 9072 12229546 10850256 1379290 0 2549531 1003727 2036748 53349 365942 121818 16422 122908 6002689 1350436 4444737 4652253 258255 289198 7634887 8280001 740705 762698 184160 5618 2967204 2747412 141290 177675 4033359 3693403 X 3601528 4586598 3601528 4586598 7634887 8280001 985070 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 184418 184418 5018234 796946 4221288 800037 553490 246547 4652253 DUE TO RELATED ENTITY, NET 177675 177675 X 13214616 0 13214616 0 13214616 12229546 0 12229546 0 12229546 PART X, LINE 2: IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED FASB ASC NO. 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FASB ASC NO. 740-10 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE CHARTER SCHOOL'S FINANCIAL STATEMENTS IN ACCORDANCE WITH ASC 740'S AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FASB ASC NO. 740-10 REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE CHARTER SCHOOL'S TAX RETURN TO DETERMINE WHETHER THE TAX POSITIONS HAVE A "MORE-LIKELY-THAN-NOT" PROBABILITY OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THE CHARTER SCHOOL PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2015, AND DETERMINED THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL IS A PUBLIC CHARTER SCHOOL AND IS OPERATING UNDER A CONTRACT WITH THE D.C. GOVERNMENT. REVENUE PROCEDURE 75-50 DOES NOT APPLY TO CHARTER SCHOOLS. THE NON-DISCRIMINATORY POLICY IS EXPLICITLY STATED IN THE REGISTRATION APPLICATION AND OUR BROCHURE. SCHEDULE E, PART I, LINE 4 THE SCHOOL IS A PUBLIC CHARTER SCHOOL AND IS OPERATING UNDER A CONTRACT WITH THE D.C. GOVERNMENT. REVENUE PROCEDURE 75-50 DOES NOT APPLY TO CHARTER SCHOOLS. SCHEDULE E, PART I, LINE 6 THE CHARTER SCHOOL RECEIVES PUBLIC FUNDS FROM THE DC GOVERNMENT BASED ON THE NUMBER OF STUDENTS THEY ENROLL ACCORDING TO THE UNIFORM PER STUDENT FUNDING FORMULA DEVELOPED BY THE MAYOR AND CITY COUNCIL. THIS PER PUPIL ALLOCATION IS SUPPLEMENTED WITH EXTRA FUNDS FOR STUDENTS WITH SPECIAL NEEDS. X X X X X 0 0 0 0 0 0 0 0 0 WILLIAM J MCCARTHY BOARD CHAIR/CEO PRESIDENT 0 205209 0 0 0 0 0 0 0 25997 0 231206 0 0 RITA CHAPIN CHIEF OPERATIONS OFFICER 77679 77679 0 0 0 0 0 0 10316 10316 87995 87995 0 0 ANNE MALONE CHIEF OF SCHOOLS 109817 19380 0 0 0 0 0 0 26141 4613 135958 23993 0 0 PART I, LINE 3 THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CHIEF OF SCHOOLS COMPENSATION USING COMPARABILITY DATA AND THEY CONTEMPORANEOUSLY DOCUMENT THE DELIBERATION AND THEIR RECOMMENDATION FOR THE FULL BOARD. THE COMPENSATION OF THE CHIEF OF SCHOOLS FOR THE NEXT SCHOOL YEAR IS THEN DISCUSSED, FINALIZED AND APPROVED BY THE FULL BOARD. A DISTRICT OF COLUMBIA 2010-11-01 3535000 PCS CONSTRUCTION 1 1 1 A 3535000 327078 3207922 2011 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 X PLUMBING/CONSTRUCTION 1 29150 FAIR MARKET VALUE - 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF OPERATIONS OFFICER ALONG WITH THE CHIEF FINANCIAL OFFICER REVIEW THE DRAFT FORM 990 INFORMATION TAX RETURN, AS PREPARED BY THE ACCOUNTANTS/AUDITORS. ONCE REVIEWED, THE 990 TAX RETURN IS FORWARDED TO THE FINANCE COMMITTEE FOR REVIEW AND THEY RECOMMEND IT TO THE FULL BOARD OF DIRECTORS FOR ACCEPTANCE. ONCE APPROVED BY THE FULL BOARD, THE 990 TAX RETURN IS EXECUTED BY THE BOARD CHAIR/CEO AND PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS CONSTANTLY MONITORED BY ADMINISTRATION PERSONNEL AND THE BOARD OF DIRECTORS THROUGH REVIEW AND APPROVAL PROCEDURES. ANNUALLY BOARD MEMBERS AND STAFF COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS OR CIRCUMSTANCES WHICH THE BOARD OR STAFF MEMBER BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST. PROCEDURES: A. PRIOR TO BOARD ACTION ON A CONTRACT OR OTHER TRANSACTION INVOLVING A CONFLICT OF INTEREST, A BOARD MEMBER HAVING A CONFLICT OF INTEREST SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. B. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN THE DECISION EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. C. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION. D. STAFF MEMBERS WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT IS NOT THE SUBJECT OF BOARD ACTION SHALL DISCLOSE TO THE BOARD CHAIR ANY SUCH CONFLICT OF INTEREST. THAT STAFF MEMBER SHALL REFRAIN FROM ANY ACTION THAT MAY AFFECT THE ORGANIZATIONS PARTICIPATION IN SUCH CONTRACT OR TRANSACTION. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT SHALL DISCLOSE THE CIRCUMSTANCES TO THE BOARD CHAIR. NO BOARD MEMBER OR ANY MEMBER OF HIS/HER FAMILY SHOULD HAVE ANY BENEFICIAL INTEREST IN, OR SUBSTANTIAL OBLIGATION TO ANY APPLETREE EARLY LEARNING SUPPLIER OF GOODS OR SERVICES OR ANY OTHER ORGANIZATION THAT IS ENGAGED IN DOING BUSINESS WITH OR SERVING APPLERTREE EARLY LEARNING UNLESS IT HAS BEEN DETERMINED BY THE BOARD, ON THE BASIS OF FULL DISCLOSURE OF FACTS, THAT SUCH INTEREST DOES NOT GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CHIEF OF SCHOOLS COMPENSATION USING COMPARABILITY DATA AND THEY CONTEMPORANEOUSLY DOCUMENT THE DELIBERATION AND THEIR RECOMMENDATION FOR THE FULL BOARD. THE COMPENSATION OF THE CHIEF OF SCHOOLS FOR THE NEXT SCHOOL YEAR IS THEN DISCUSSED, FINALIZED AND APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE FORWARDED TO THE DISTRICT OF COLUMBIA PUBLIC CHARTER SCHOOL BOARD WHICH PROVIDES OVERSIGHT AND DISTRIBUTION OF RELEVANT INFORMATION TO THE PUBLIC. THE FORM 990 IS MADE AVAILABLE ON THE ORGANIZATIONS WEBSITE AND UPON REQUEST. IN ADDITION, THE 990 INFORMATION TAX RETURN IS AVAILABLE FOR PUBLIC INSPECTION ON GUIDESTAR. APPLETREE INSTITUTE FOR EDUCATION INNOVATION 415 MICHIGAN AVENUE WASHINGTON DC 20017 043331760 PROVIDE SPACE AND RESOURCES TO THE SCHOOL DC 501C3 LINE 7 N/A 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 1 1 0 0 0 APPLETREE INSTITUTE FOR EDUCATION INNNOVATION K 62000 BOOK VALUE APPLETREE INSTITUTE FOR EDUCATION INNNOVATION K 1011481 BOOK VALUE APPLETREE INSTITUTE FOR EDUCATION INNNOVATION O 315212 BOOK VALUE APPLETREE INSTITUTE FOR EDUCATION INNNOVATION O 230857 BOOK VALUE APPLETREE INSTITUTE FOR EDUCATION INNNOVATION M 92915 BOOK VALUE APPLETREE INSTITUTE FOR EDUCATION INNNOVATION P 75623 BOOK VALUE APPLETREE INSTITUTE FOR EDUCATION INNNOVATION E 2747412 BOOK VALUE APPLETREE COLUMBIA HEIGHTS LLC K 396000 BOOK VALUE