Civic Intelligence

Serendipity Pre-School

990EZ • Fiscal year 2018 • EIN 42-1111579

Aug 01, 2017 to Jul 31, 2018 • Filed on Nov 29, 2018

Organization Profilewww.serendipity-preschool.com
1801 Sunset DriveNorwalk, IA 50211

(515) 981-0901

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

39th percentile

-0.6%

Higher net margin than 39% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$49,929

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 32.4% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

41st percentile

-1.9%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

37th percentile

-7.9%

Faster revenue growth than 37% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$43,844

Down $849 (-1.9%) from 2017

Net Assets

Down

$43,844

Down $849 (-1.9%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Down

$154,000

Down $13,129 (-7.9%) from 2017

Expenses

Up

$154,849

Up $6,970 (+4.7%) from 2017

Net Income

Down

-$849

Down $20,099 (-104%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$150K$100K$50K$0Assets 2011: $23,965Liabilities 2011: $02011Assets 2012: $22,699Liabilities 2012: $02012Assets 2013: $15,671Liabilities 2013: $02013Assets 2014: $21,694Net Assets 2014: $21,6942014Assets 2015: $24,669Net Assets 2015: $24,6692015Assets 2016: $25,443Liabilities 2016: $02016Assets 2017: $44,693Net Assets 2017: $44,6932017Assets 2018: $43,844Net Assets 2018: $43,8442018Assets 2019: $43,115Liabilities 2019: $02019Assets 2020: $31,886Net Assets 2020: $31,8862020Assets 2021: $60,379Liabilities 2021: $0Net Assets 2021: $60,3792021Assets 2022: $130,691Liabilities 2022: $2,175Net Assets 2022: $128,5162022Assets 2023: $80,019Liabilities 2023: $3,501Net Assets 2023: $76,5182023Assets 2024: $90,343Liabilities 2024: $8,357Net Assets 2024: $81,9862024

Highlighted filing

2018

Assets$43,844
Liabilities-
Net Assets$43,844
Open 2018 Filing

Operations Trend

Revenue Growth37th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $129,999Expenses 2011: $130,953Net Income 2011: -$9542011Revenue 2012: $127,828Expenses 2012: $129,094Net Income 2012: -$1,2662012Revenue 2013: $125,789Expenses 2013: $132,817Net Income 2013: -$7,0282013Revenue 2014: $141,266Expenses 2014: $135,243Net Income 2014: $6,0232014Revenue 2015: $139,555Expenses 2015: $136,580Net Income 2015: $2,9752015Revenue 2016: $133,409Expenses 2016: $132,635Net Income 2016: $7742016Revenue 2017: $167,129Expenses 2017: $147,879Net Income 2017: $19,2502017Revenue 2018: $154,000Expenses 2018: $154,849Net Income 2018: -$8492018Revenue 2019: $152,342Expenses 2019: $153,071Net Income 2019: -$7292019Revenue 2020: $143,802Expenses 2020: $155,031Net Income 2020: -$11,2292020Revenue 2021: $213,491Expenses 2021: $184,998Net Income 2021: $28,4932021Revenue 2022: $277,539Expenses 2022: $209,402Net Income 2022: $68,1372022Revenue 2023: $215,945Expenses 2023: $267,943Net Income 2023: -$51,9982023Revenue 2024: $264,293Expenses 2024: $258,825Net Income 2024: $5,4682024

Highlighted filing

2018

Revenue$154,000
Expenses$154,849
Net Income-$849
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Nov 29, 2018
Return Version
2017v2.2
Gross Receipts
$154,000
Mission and Program Overview

Mission

OPERATE A PRESCHOOL

Program Services

DescriptionGrantsExpenses
PROVIDED A PRESCHOOL LEARNING & SOCIALIZATION ENVIRONMENT FOR FIFTY TO SIXTY CHILDREN$153,376-
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA CROSSDirectorFT$49,929-$49,929
TRACY TRUMANPresident-$0--
MICHELLE KELLYTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Serendipity Preschool
EIN
42-1111579
Phone
5159810901
Address
1801 SUNSET DRIVE, NORWALK, IA 50211

Signing Officer

Name
Michelle Kelly
Title
Treasurer
Signed
2018-11-29
Discuss with paid preparer
Yes

Preparer

Firm
Shull Schrum Mcclaflin & Co Inc
Address
1111 N Jefferson, Indianola, IA 50125
Preparer
Arlen D Schrum
Phone
5159612571
Supplemental Narrative

Additional Explanations

Other Expenses.1005

“Travel $81”

Other Expenses.1007

“Conferences, Conventions, and Meetings $435”

Other Expenses.1009

“Depreciation $3481”

Other Expenses.1012

“Insurance $2073”

Other Expenses.1

“SUPPLIES $11069”

Other Expenses.2

“Education & training $5595”

Other Expenses.3

“TELEPHONE $1753”

Other Expenses.4

“FIELD TRIPS $1185”

Other Expenses.5

“CASUAL LABOR $720”

Other Expenses.6

“PAYROLL FEES $626”

Other Expenses.7

“LICENSES & FEES $275”

Other Expenses.8

“MEMBERSHIPS $211”

Other Expenses.9

“Equipment maintenance $171”

Other Expenses.10

“MISCELLANEOUS $35”

Other Expenses.11

“BANK CHARGES $12”

Other Assets.1002

“Furniture and Fixtures - Beginning $17221 Furniture and Fixtures - Ending $16218”

Raw XML Appendix162 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHELLE KELLY
IRS990EZ/BooksInCareOfDetail/PhoneNum05159814251
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01801 SUNSET DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORWALK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050211
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027472
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027626
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02792
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-849
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044693
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043844
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0154000
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044693
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043844
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044693
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043844
IRS990EZ/OccupancyRentUtltsAndMaintAmt08000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt149929
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACY TRUMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARA CROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt017221
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016218
IRS990EZ/OtherExpensesTotalAmt027722
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OPERATE A PRESCHOOL
IRS990EZ/ProgramServiceRevenueAmt0151203
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED A PRESCHOOL LEARNING & SOCIALIZATION ENVIRONMENT FOR FIFTY TO SIXTY CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0153376
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0118327
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0154849
IRS990EZ/TotalProgramServiceExpensesAmt0153376
IRS990EZ/TotalRevenueAmt0154000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.serendipity-preschool.com
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ADVERTISEMENTS AND ALL REGISTRATION MATERIALS INCLUDE A STATEMENT OF NONDISCRIMINATION POLICY
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $81
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $3481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $11069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EDUCATION & TRAINING $5595
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TELEPHONE $1753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FIELD TRIPS $1185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CASUAL LABOR $720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PAYROLL FEES $626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LICENSES & FEES $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEMBERSHIPS $211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12EQUIPMENT MAINTENANCE $171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MISCELLANEOUS $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BANK CHARGES $12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Furniture and Fixtures - Beginning $17221 Furniture and Fixtures - Ending $16218
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1002
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERENDIPITY PRESCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SERE
ReturnHeader/Filer/EIN0421111579
ReturnHeader/Filer/PhoneNum05159810901
ReturnHeader/Filer/USAddress/AddressLine1Txt01801 SUNSET DRIVE
ReturnHeader/Filer/USAddress/CityNm0NORWALK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472428451
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHULL SCHRUM MCCLAFLIN & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 N Jefferson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianola
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050125
ReturnHeader/PreparerPersonGrp/PhoneNum05159612571
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARLEN D SCHRUM
ReturnHeader/ReturnTs02018-11-29T05:42:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,844
Liabilities
-
Net assets
$43,844
Revenue
$154,000
Expenses
$154,849
Net income
-$849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.08$0.82$2.64$2.59$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.04$0.77$2.16$2.68$0.52
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.02$1.29$2.78$2.09$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$2.13$1.85$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.32$1.44$1.55$0.11
2019Summary only. Only limited summary data is available for this year.$0.43$0.00$1.52$1.53$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.54$1.55$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.45$1.67$1.48$0.19
2016Summary only. Only limited summary data is available for this year.$0.25$0.00$1.33$1.33$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.25$1.40$1.37$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.22$1.41$1.35$0.06
2013Summary only. Only limited summary data is available for this year.$0.16$0.00$1.26$1.33$0.07
2012Summary only. Only limited summary data is available for this year.$0.23$0.00$1.28$1.29$0.01
2011Summary only. Only limited summary data is available for this year.$0.24$0.00$1.30$1.31$0.01