Civic Intelligence

Sweet Apple Elementary PTO Inc.

990EZ • Fiscal year 2020 • EIN 45-4554296

Jun 01, 2019 to May 31, 2020 • Filed on Nov 23, 2020

12025 Etris RoadRoswell, GA 30075-1401

(770) 753-9518

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

68th percentile

19%

Higher net margin than 68% 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

78th percentile

43%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

49th percentile

-15%

Faster revenue growth than 49% of similar nonprofits.

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

Assets

Up

$64,795

Up $19,503 (+43%) from 2019

Net Assets

Up

$64,795

Up $19,503 (+43%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$103,934

Down $18,143 (-15%) from 2019

Expenses

Down

$84,431

Down $38,048 (-31%) from 2019

Net Income

Up

$19,503

Up $19,905 (+4951%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2013: $26,463Net Assets 2013: $26,4632013Assets 2014: $24,839Net Assets 2014: $24,8392014Assets 2015: $29,653Net Assets 2015: $29,6532015Assets 2016: $30,079Net Assets 2016: $30,0792016Assets 2017: $19,935Liabilities 2017: $02017Assets 2018: $45,694Net Assets 2018: $45,6942018Assets 2019: $45,292Net Assets 2019: $45,2922019Assets 2020: $64,795Net Assets 2020: $64,7952020Assets 2021: $66,118Net Assets 2021: $66,1182021Assets 2022: $59,930Net Assets 2022: $59,9302022Assets 2023: $93,821Liabilities 2023: $02023Assets 2025: $45,511Net Assets 2025: $45,5112025

Highlighted filing

2020

Assets$64,795
Liabilities-
Net Assets$64,795

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $121,385Expenses 2013: $94,922Net Income 2013: $26,4632013Revenue 2014: $100,909Expenses 2014: $102,533Net Income 2014: -$1,6242014Revenue 2015: $106,531Expenses 2015: $101,717Net Income 2015: $4,8142015Revenue 2016: $101,185Expenses 2016: $100,759Net Income 2016: $4262016Revenue 2017: $98,461Expenses 2017: $108,605Net Income 2017: -$10,1442017Revenue 2018: $115,784Expenses 2018: $90,025Net Income 2018: $25,7592018Revenue 2019: $122,077Expenses 2019: $122,479Net Income 2019: -$4022019Revenue 2020: $103,934Expenses 2020: $84,431Net Income 2020: $19,5032020Revenue 2021: $41,910Expenses 2021: $40,587Net Income 2021: $1,3232021Revenue 2022: $86,055Expenses 2022: $92,243Net Income 2022: -$6,1882022Revenue 2023: $108,328Expenses 2023: $74,437Net Income 2023: $33,8912023Revenue 2025: $111,463Expenses 2025: $97,295Net Income 2025: $14,1682025

Highlighted filing

2020

Revenue$103,934
Expenses$84,431
Net Income$19,503
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Nov 23, 2020
Return Version
2019v5.1
Gross Receipts
$112,337
Mission and Program Overview

Mission

Support Students with Educational Enrichment Programs

Program Services

DescriptionGrantsExpenses
Educational Enrichment supports Cultural Arts, Computer Lab, Faculty Support, Outdoor Class, Birthday Book Club, Science Program Field Trips, Awareness Programs, Secret Stories, TV Teacher Handwriting Program and Special Education-$58,643
Student Services - Supports Chalk Night, Copie, Family Picnic, Field Day, Fifth Grade Finale, Grandparents Day, Ice Cream Social, School Spirit Activities, Student Agendas, Yearbook, WOW Day, Yes I Can and Volunteer Programs.-$18,404
Fundraising - supports fundraisers and spirit wear and Yearbook.-$12,994
North Metro Service - Supports Circus Carnival, Faculty support, Harvest Hike and Holiday Show.-$325
Social Events - Supports Batter Up For Breakfast, Dads Club, Walk To School, Yes I Can, Youth Day Float--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jocelyn McKinnonPresidentPT$0--
Mandy BorlandVice PresidentPT$0--
Natasha CaryTreasurerPT$0--
Tali BenjaminSeceretary-$0--
Caitlin ZygmontDirector Educational EnrichmentPT$0--
Chelsea HarrellDirector Educational EnrichmentPT$0--
Rita RavalDirector Student/Family ServicesPT$0--
Carson SchefstadDirector Student/Family ServicesPT$0--
Stephanie MatthesDirector Fundraising MembershipPT$0--
Carli BouckaertMembership DirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spirit Nights$588$588-$588
Bingo Nights$243$243$1,085$-842
Total Events$831$831$1,085$-254
Filing and Contact Details

Filer

Filer Name
Sweet Apple Elementary PTO Inc
EIN
45-4554296
Phone
7707539518
Address
12025 Etris Road, Roswell, GA 30075-1401

Signing Officer

Name
Jocelyn McKinnon
Title
President
Signed
2020-11-23
Discuss with paid preparer
Yes

Preparer

Preparer
Sherry Flagg
Phone
7706678454
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Social Events - Supports Batter Up For Breakfast, Dads Club, Walk To School, Yes I Can, Youth Day Float Grants and allocations 0, Program service expenses 0

Form 990-EZ, Part III, Line 31

Fundraising - supports fundraisers and spirit wear and Yearbook. Grants and allocations 0, Program service expenses 12,994

Form 990-EZ, Part I, Line 8, Other Revenue

Other Income - Administrative 772

Form 990-EZ, Part I, Line 16, Other Expenses

Administrative Expenses 2,468

Form 990-EZ, Part I, Line 16, Other Expenses

Educational Enrichment 58,643

Form 990-EZ, Part I, Line 16, Other Expenses

North Metro 325

Form 990-EZ, Part I, Line 16, Other Expenses

Student amd Family Services 18,404

Form 990-EZ, Part I, Line 16, Other Expenses

Fundraising 4,591

Raw XML Appendix205 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Carli Bouckaert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Seceretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director Educational Enrichment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director Educational Enrichment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director Student/Family Services
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director Student/Family Services
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director Fundraising Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Membership Director
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IRS990EZ/OtherExpensesTotalAmt084431
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Social Events - Supports Batter Up For Breakfast, Dads Club, Walk To School, Yes I Can, Youth Day Float
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Fundraising - supports fundraisers and spirit wear and Yearbook.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Social Events - Supports Batter Up For Breakfast, Dads Club, Walk To School, Yes I Can, Youth Day Float Grants and allocations 0, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising - supports fundraisers and spirit wear and Yearbook. Grants and allocations 0, Program service expenses 12,994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other Income - Administrative 772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Administrative Expenses 2,468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Educational Enrichment 58,643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5North Metro 325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Student amd Family Services 18,404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fundraising 4,591
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Jocelyn McKinnon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sweet Apple Elementary PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0SWEE
ReturnHeader/Filer/EIN0454554296
ReturnHeader/Filer/PhoneNum07707539518
ReturnHeader/Filer/USAddress/AddressLine1Txt012025 Etris Road
ReturnHeader/Filer/USAddress/CityNm0Roswell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0300751401
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.32.186.244
ReturnHeader/FilingSecurityInformation/IPDt02020-11-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm021:32:28
ReturnHeader/PreparerPersonGrp/PhoneNum07706678454
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Flagg
ReturnHeader/ReturnTs02020-11-23T04:58:51-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

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