Civic Intelligence

Pbj Connections Jedlicka

990 • Fiscal year 2020 • EIN 20-5935457

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

9734 Jug St NWPataskala, OH 43062

(740) 924-7543

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

75th percentile

26%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$56,758

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

86th percentile

85%

Faster asset growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

27%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$183,234

Up $84,301 (+85%) from 2019

Net Assets

Up

$181,543

Up $84,369 (+87%) from 2019

Liabilities

Down

$1,691

Down $68 (-3.9%) from 2019

Revenue

Up

$371,964

Up $79,370 (+27%) from 2019

Expenses

Up

$276,261

Up $2,048 (+0.7%) from 2019

Net Income

Up

$95,703

Up $77,322 (+421%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $100,293Liabilities 2011: $2,7832011Assets 2012: $80,054Liabilities 2012: $3,874Net Assets 2012: $76,1802012Assets 2013: $100,866Liabilities 2013: $2,507Net Assets 2013: $98,3592013Assets 2014: $118,200Liabilities 2014: $1,472Net Assets 2014: $116,7282014Assets 2015: $85,463Liabilities 2015: $2,059Net Assets 2015: $83,4042015Assets 2016: $65,687Liabilities 2016: $2382016Assets 2017: $79,379Liabilities 2017: $238Net Assets 2017: $79,1412017Assets 2018: $80,932Liabilities 2018: $2,139Net Assets 2018: $78,7932018Assets 2019: $98,933Liabilities 2019: $1,759Net Assets 2019: $97,1742019Assets 2020: $183,234Liabilities 2020: $1,691Net Assets 2020: $181,5432020Assets 2021: $226,428Liabilities 2021: $1,228Net Assets 2021: $225,2002021Assets 2022: $209,198Liabilities 2022: $1,508Net Assets 2022: $207,6902022Assets 2023: $203,965Liabilities 2023: $2,531Net Assets 2023: $201,4342023Assets 2024: $223,287Liabilities 2024: $3,622Net Assets 2024: $219,6652024

Highlighted filing

2020

Assets$183,234
Liabilities$1,691
Net Assets$181,543

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $121,498Expenses 2011: $97,137Net Income 2011: $24,3612011Revenue 2012: $120,191Expenses 2012: $141,520Net Income 2012: -$21,3292012Revenue 2013: $150,030Expenses 2013: $127,851Net Income 2013: $22,1792013Revenue 2014: $163,575Expenses 2014: $145,206Net Income 2014: $18,3692014Revenue 2015: $125,760Expenses 2015: $159,084Net Income 2015: -$33,3242015Revenue 2016: $155,369Expenses 2016: $173,324Net Income 2016: -$17,9552016Revenue 2017: $185,023Expenses 2017: $187,648Net Income 2017: -$2,6252017Revenue 2018: $257,116Expenses 2018: $262,056Net Income 2018: -$4,9402018Revenue 2019: $292,594Expenses 2019: $274,213Net Income 2019: $18,3812019Revenue 2020: $371,964Expenses 2020: $276,261Net Income 2020: $95,7032020Revenue 2021: $396,332Expenses 2021: $355,564Net Income 2021: $40,7682021Revenue 2022: $422,191Expenses 2022: $443,586Net Income 2022: -$21,3952022Revenue 2023: $459,431Expenses 2023: $465,610Net Income 2023: -$6,1792023Revenue 2024: $565,870Expenses 2024: $547,563Net Income 2024: $18,3072024

Highlighted filing

2020

Revenue$371,964
Expenses$276,261
Net Income$95,703
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$374,388
Mission and Program Overview

Mission

Providing professional behavioral health therapy to children, adults and families using horses, counseling and nature.

Providing professional behavioral health therapy to children, adults and families using horses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$97,174$181,543▲ $84,369
Cash and Non-Interest-Bearing Accounts$67,006$150,858▲ $83,852
Savings and Temporary Cash Investments$30,634$31,159▲ $525
Land, Buildings, and Equipment, Net$1,293$1,217▼ $76
Total Assets$98,933$183,234▲ $84,301
Liabilities
Other Liabilities$1,759$1,691▼ $68
Total Liabilities$1,759$1,691▼ $68
Net Assets / Fund Balance
Total Net Assets Fund Balance$97,174$181,543▲ $84,369
Total Liabilities and Net Assets / Fund Balance$98,933$183,234▲ $84,301

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,217$3,555$4,772
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Holly JedlickaExec. DirectFT$56,758$56,758

Board Members and Trustees

NameTitle
Elizabeth Rice BernardPresident
Penny KrugPresident
Cindy VivekanandamBoard Member
Holly StapletonBoard Member
Lawrence McgrathBoard Member
Lisa ParryBoard Member
Meriden ThomasBoard Member
Rebecca SnyderBoard Member
Penny KrugInterim Trea
Ruth TippettSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$31,772
Program Service Revenue
$239,320
Investment Income
$575
Other Revenue
$100,297
All Other Contributions
$31,772
Change in Net Assets
$95,703
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$168,369
Salaries, Compensation, and Employee Benefits$107,892
Total Fundraising Expense$264
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$106,591$9,043$17$115,651
Current Officers, Directors, Trustees, and Key Employees$56,758--$56,758
Other Salaries and Wages$36,149--$36,149
Occupancy$33,303--$33,303
Other Employee Benefits$7,878--$7,878
Payroll Taxes$7,107--$7,107
Information Technology$1,759$2,019-$3,778
Office Expenses$965$2,314-$3,279
Insurance$2,878--$2,878
Fees for Services Management-$1,625-$1,625
Advertising-$756$244$1,000
Other Expenses$332$669$3$332
Depreciation Depletion$76--$76
Total Functional Expenses$259,571$16,426$264$276,261
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$102,721
Fundraising Direct Expenses$2,424
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Helping Horses$89,675$89,675$2,424$87,251
Various$11,281$11,281-$11,281
Total Events$100,956$100,956$2,424$98,532
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$1,691
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Return is provided to the board for review prior to filing

Form 990, Page 6, Part VI, Line 12C

There is an annual renewal of board members disclosing any conflict of interest and abstaining from any vote that may be seen as a conflict of interest.

Form 990, Page 6, Part VI, Line 15A

Discussed by and decided by the board

Form 990, Page 6, Part VI, Line 19

Governing documents are made available upon request

Filing and Contact Details

Filer

Filer Name
Pbj Connections
EIN
20-5935457
Phone
7409247543
Address
9734 JUG ST NW, PATASKALA, OH 43062

Signing Officer

Name
Elizabeth Rice Bernard
Title
President
Phone
7409247543
Signed
2021-11-12

Organization Details

Principal Officer
Penny Krug
Voting Board Members
10
Independent Board Members
10
Employees
2

Preparer

Firm
Holbrook & Manter Inc
Address
103 PROFESSIONAL PARKWAY, MARYSVILLE, OH 43040
Preparer
Brian E Ravencraft CPA
Phone
9376448175
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Bank, cc, paypal fees 1,099 20 17 contractor services 90,341 9,023 0 billing 7,112 0 0 rockycare 8,039 0 0 total 106,591 9,043 17

Form 990, Part XI, Line 9

Balance sheet correction -11,334

Raw XML AppendixShowing 400 of 433 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0170053
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0575
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0101
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0342041
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0263991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0164496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt096773
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt077830
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0945131
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt056827
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt052399
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt052410
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0161636
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0575
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0101
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt01276820
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0373813
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0305602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0257116
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0184922
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0155367
IRS990ScheduleA/Total509Grp/TotalAmt01276820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0374388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0305602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0257116
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0185023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0155369
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01277498
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01217
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03555
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt04772
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01691
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01217
IRS990ScheduleD/TotalLiabilityAmt01691
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02424
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HELPING HORSES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0VARIOUS
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011281
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PENNY KRUG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS AN ANNUAL RENEWAL OF BOARD MEMBERS DISCLOSING ANY CONFLICT OF INTEREST AND ABSTAINING FROM ANY VOTE THAT MAY BE SEEN AS A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISCUSSED BY AND DECIDED BY THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK, CC, PAYPAL FEES 1,099 20 17 CONTRACTOR SERVICES 90,341 9,023 0 BILLING 7,112 0 0 ROCKYCARE 8,039 0 0 TOTAL 106,591 9,043 17
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BALANCE SHEET CORRECTION -11,334
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt0183234
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IRS990/TotalProgramServiceExpensesAmt0259571
IRS990/TotalProgramServiceRevenueAmt0239320
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0130 EAST CHESTNUT STREET
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043215

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.04$2.20$5.66$5.48$0.18
2023Summary only. Only limited summary data is available for this year.$2.04$0.03$2.01$4.59$4.66$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.02$2.08$4.22$4.44$0.21
2021Summary only. Only limited summary data is available for this year.$2.26$0.01$2.25$3.96$3.56$0.41
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.02$1.82$3.72$2.76$0.96
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.02$0.97$2.93$2.74$0.18
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.02$0.79$2.57$2.62$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$1.85$1.88$0.03
2016Summary only. Only limited summary data is available for this year.$0.66$0.00$1.55$1.73$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.02$0.83$1.26$1.59$0.33
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.17$1.64$1.45$0.18
2013Detailed filing. Detailed filing data is available for this year.$1.01$0.03$0.98$1.50$1.28$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.04$0.76$1.20$1.42$0.21
2011Summary only. Only limited summary data is available for this year.$1.00$0.03$1.21$0.97$0.24