Civic Intelligence

Johnny Appleseed Ptac

990 • Fiscal year 2020 • EIN 41-2062866

Aug 01, 2019 to Jul 31, 2020 • Filed on Nov 13, 2020

845 Main StreetLeominster, MA 01453

(978) 534-7765

Siviq Scores

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

Liabilities / Assets

68th percentile

0.04x

Higher debt load relative to assets than 68% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.03x

Higher debt load relative to revenue than 69% of similar nonprofits.

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

Net Margin

20th percentile

-22%

Higher net margin than 20% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

20th percentile

-19%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

17th percentile

-61%

Faster revenue growth than 17% of similar nonprofits.

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

Assets

Down

$24,871

Down $5,771 (-19%) from 2019

Net Assets

Down

$23,984

Down $5,771 (-19%) from 2019

Liabilities

Flat

$887

Flat from 2019

Revenue

Down

$25,931

Down $39,936 (-61%) from 2019

Expenses

Down

$31,713

Down $34,349 (-52%) from 2019

Net Income

Down

-$5,782

Down $5,587 (-2865%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $24,365Liabilities 2011: $887Net Assets 2011: $23,4782011Assets 2012: $15,927Liabilities 2012: $887Net Assets 2012: $15,0402012Assets 2013: $26,892Liabilities 2013: $887Net Assets 2013: $26,0052013Assets 2014: $28,938Liabilities 2014: $887Net Assets 2014: $28,0512014Assets 2015: $25,930Liabilities 2015: $887Net Assets 2015: $25,0432015Assets 2016: $29,084Liabilities 2016: $887Net Assets 2016: $28,1972016Assets 2017: $24,051Liabilities 2017: $887Net Assets 2017: $23,1642017Assets 2018: $30,845Liabilities 2018: $887Net Assets 2018: $29,9582018Assets 2019: $30,642Liabilities 2019: $887Net Assets 2019: $29,7552019Assets 2020: $24,871Liabilities 2020: $887Net Assets 2020: $23,9842020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $69,643Net Assets 2024: $69,6432024Assets 2025: $58,506Net Assets 2025: $58,5062025

Highlighted filing

2020

Assets$24,871
Liabilities$887
Net Assets$23,984

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $34,9682011Expenses 2012: $89,3872012Revenue 2013: $87,352Expenses 2013: $76,387Net Income 2013: $10,9652013Revenue 2014: $72,957Expenses 2014: $70,911Net Income 2014: $2,0462014Revenue 2015: $74,775Expenses 2015: $77,783Net Income 2015: -$3,0082015Revenue 2016: $71,242Expenses 2016: $68,088Net Income 2016: $3,1542016Revenue 2017: $56,379Expenses 2017: $61,412Net Income 2017: -$5,0332017Revenue 2018: $71,532Expenses 2018: $64,738Net Income 2018: $6,7942018Revenue 2019: $65,867Expenses 2019: $66,062Net Income 2019: -$1952019Revenue 2020: $25,931Expenses 2020: $31,713Net Income 2020: -$5,7822020Revenue 2022: $51,707Expenses 2022: $28,699Net Income 2022: $23,0082022Revenue 2023: $46,899Expenses 2023: $30,978Net Income 2023: $15,9212023Revenue 2024: $61,798Expenses 2024: $53,195Net Income 2024: $8,6032024Revenue 2025: $43,998Expenses 2025: $54,817Net Income 2025: -$10,8192025

Highlighted filing

2020

Revenue$25,931
Expenses$31,713
Net Income-$5,782
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$50,963
Mission and Program Overview

Mission

Promote the welfare of children by helping to provide a nurturing environment to foster learning and to give the children a sense of community by sponsoring family events

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$30,642$24,871▼ $5,771
Rtn Earn Endowment Incm Other Fnds$29,755$23,984▼ $5,771
Total Assets$30,642$24,871▼ $5,771
Liabilities
Other Liabilities$887$887→ $0
Total Liabilities$887$887→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$29,755$23,984▼ $5,771
Total Liabilities and Net Assets / Fund Balance$30,642$24,871▼ $5,771
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kathy FinkCo-president
Tara DibonaCo-president
Helen PrentissCo-vice President
Kiera CicconeCo-vice President
Lindsey WinshipCo-historian
Sarah HallCo-historian
Leigh AndonianCo-secretary
Kimberely SemierCo-secretry
Elizabeth MegowanCo-treasurer
Susan CrossmanCo-treasurer
Dana PereiraCo-volunteer Coordinator
Michelle AlkerCo-volunteer Coordinator
Diane MasonTeacher Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,681
Investment Income
$1
Other Revenue
$14,249
Change in Net Assets
$-5,782
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,713
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$25,988$701$0$26,689
Other Expenses$1,564$0$0$1,564
Grants to Domestic Individuals$1,000--$1,000
Fees for Services Accounting$0$875$0$875
Total Functional Expenses$30,122$1,591$0$31,713
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,281
Fundraising Direct Expenses$25,032
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Penny Wars$6,531$6,531$0$6,531
Fall Magazine Fundraiser$5,315$5,315$1,517$3,798
Total Events$11,846$11,846$1,517$10,329
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Memorial Fund Mrs. Linda Andries$887
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Johnny Appleseed Ptac
EIN
41-2062866
Phone
9785347765
Address
845 MAIN STREET, LEOMINSTER, MA 01453

Signing Officer

Name
Suzie Crossman
Title
Co Treasurer
Phone
9785347765
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Nelson
Formed
2004
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
30

Preparer

Firm
Thomas F Wheeler CPA
Address
7 Electric Avenue, Leominster, MA 01453
Preparer
Thomas F Wheeler CPA
Phone
9783451889
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

A copy of the 990 is given to the treasurer for review before filing

Pt VI, Line 19

The organization makes its governing documents available to the public upon request

Form 990, Part III, Line 4D

Special projects 1789. 0. 0.

Form 990, Part III, Line 4D

Mother son bing 173. 0. 0.

Form 990, Part III, Line 4D

Fifth grade barbeque 456. 0. 0.

Form 990, Part III, Line 4D

Principal account 5946. 0. 0.

Form 990, Part III, Line 4D

Teacher supplies/apprecaition 1450. 0. 0.

Form 990, Part III, Line 4D

OTHER 1320. 0. 0.

Form 990, Part IX, Line 24E

Mother son bingo 173. 173. 0. 0.

Form 990, Part IX, Line 24E

Fifth grade barbeque 456. 456. 0. 0.

Form 990, Part IX, Line 24E

Special projects 1789. 1789. 0. 0.

Form 990, Part IX, Line 24E

Principals account 5946. 5946. 0. 0.

Form 990, Part IX, Line 24E

Education programs and literacy night 5397. 5397. 0. 0.

Form 990, Part IX, Line 24E

Book fair 12027. 12027. 0. 0.

Form 990, Part IX, Line 24E

Spirit wear 200. 200. 0. 0.

Form 990, Part IX, Line 24E

Other expenses 701. 0. 701. 0.

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4120
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProgSrvcAccomActy2Grp/Desc0PROMOTE LEARNING IN A FUN ATMOSPHERE BY SPONSORING FIELDTRIPS FOR K THROUGH 5TH GRADE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01564
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01424
IRS990/ProgSrvcAccomActy3Grp/Desc0PROMOTE READING BY SPONSORING BOOK FAIRS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt012027
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt08414
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SPECIAL PROJECTS
IRS990/ProgSrvcAccomActyOtherGrp/Desc1MOTHER SON BING
IRS990/ProgSrvcAccomActyOtherGrp/Desc2FIFTH GRADE BARBEQUE
IRS990/ProgSrvcAccomActyOtherGrp/Desc3PRINCIPAL ACCOUNT
IRS990/ProgSrvcAccomActyOtherGrp/Desc4TEACHER SUPPLIES/APPRECAITION
IRS990/ProgSrvcAccomActyOtherGrp/Desc5OTHER
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01789
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1173
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt2456
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt35946
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt41450
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt51320
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt10
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt20
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt30
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt40
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt50
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt20
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt30
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt40
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt50
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt054
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01230
IRS990/PYInvestmentIncomeAmt015
IRS990/PYOtherExpensesAmt064832
IRS990/PYOtherRevenueAmt021211
IRS990/PYProgramServiceRevenueAmt044587
IRS990/PYRevenuesLessExpensesAmt0-195
IRS990/PYTotalExpensesAmt066062
IRS990/PYTotalRevenueAmt065867
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-5782
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt029755
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt023984
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0174
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0238
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01135
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt093605
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0115978
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0209583
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0210718
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093843
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0116701
IRS990ScheduleA/Total509Grp/TotalAmt0210718
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0210747
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0887
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO MEMORIAL FUND MRS. LINDA ANDRIES
IRS990ScheduleD/TotalLiabilityAmt0887
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01517
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL PENNY WARS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL MAGAZINE FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06531
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt011846
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06531
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011846
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010329
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01517
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01517
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS GIVEN TO THE TREASURER FOR REVIEW BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SPECIAL PROJECTS 1789. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MOTHER SON BING 173. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIFTH GRADE BARBEQUE 456. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRINCIPAL ACCOUNT 5946. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEACHER SUPPLIES/APPRECAITION 1450. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OTHER 1320. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MOTHER SON BINGO 173. 173. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FIFTH GRADE BARBEQUE 456. 456. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SPECIAL PROJECTS 1789. 1789. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PRINCIPALS ACCOUNT 5946. 5946. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12EDUCATION PROGRAMS AND LITERACY NIGHT 5397. 5397. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BOOK FAIR 12027. 12027. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SPIRIT WEAR 200. 200. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15OTHER EXPENSES 701. 0. 701. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part III, Line 4d

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$58.5$58.5$44.0$54.8$10.8
2024Detailed filing. Detailed filing data is available for this year.$69.6$69.6$61.8$53.2$8.60
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$46.9$31.0$15.9
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$51.7$28.7$23.0
2020Detailed filing. Detailed filing data is available for this year.$24.9$0.89$24.0$25.9$31.7$5.78
2019Summary only. Only limited summary data is available for this year.$30.6$0.89$29.8$65.9$66.1$0.20
2018Detailed filing. Detailed filing data is available for this year.$30.8$0.89$30.0$71.5$64.7$6.79
2017Summary only. Only limited summary data is available for this year.$24.1$0.89$23.2$56.4$61.4$5.03
2016Detailed filing. Detailed filing data is available for this year.$29.1$0.89$28.2$71.2$68.1$3.15
2015Detailed filing. Detailed filing data is available for this year.$25.9$0.89$25.0$74.8$77.8$3.01
2014Detailed filing. Detailed filing data is available for this year.$28.9$0.89$28.1$73.0$70.9$2.05
2013Summary only. Only limited summary data is available for this year.$26.9$0.89$26.0$87.4$76.4$11.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$0.89$15.0$89.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.4$0.89$23.5$35.0