Civic Intelligence

Serendipity Pre-School

990EZ • Fiscal year 2017 • EIN 42-1111579

Aug 01, 2016 to Jul 31, 2017 • Filed on Feb 01, 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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

89th percentile

76%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$44,693

Up $19,250 (+76%) from 2016

Net Assets

$44,693

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Up

$167,129

Up $33,720 (+25%) from 2016

Expenses

Up

$147,879

Up $15,244 (+11%) from 2016

Net Income

Up

$19,250

Up $18,476 (+2387%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2017

Assets$44,693
Liabilities-
Net Assets$44,693
Open 2017 Filing

Operations Trend

Revenue Growth76th 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

2017

Revenue$167,129
Expenses$147,879
Net Income$19,250
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Feb 1, 2018
Return Version
2016v3.0
Gross Receipts
$167,129
Mission and Program Overview

Mission

OPERATE A PRESCHOOL

Program Services

DescriptionGrantsExpenses
PROVIDED A PRESCHOOL LEARNING & SOCIALIZATION ENVIRONMENT FOR FIFTY TO SIXTY CHILDREN$144,231-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY TRUMANPresident-$0--
JESSICA SEELEYSecretary-$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
2018-02-01
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.1007

“Conferences, Conventions, and Meetings $457”

Other Expenses.1009

“Depreciation $2976”

Other Expenses.1012

“Insurance $1909”

Other Expenses.1

“SUPPLIES $15444”

Other Expenses.2

“Education & training $2626”

Other Expenses.3

“TELEPHONE $1765”

Other Expenses.4

“FIELD TRIPS $1121”

Other Expenses.5

“CASUAL LABOR $781”

Other Expenses.6

“PAYROLL FEES $568”

Other Expenses.7

“MEMBERSHIPS $422”

Other Expenses.8

“Equipment maintenance $210”

Other Expenses.9

“BANK CHARGES $93”

Other Assets.1002

“Furniture and Fixtures - Beginning $12512 Furniture and Fixtures - Ending $17221”

Raw XML Appendix156 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/BOYAmt012931
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027472
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03592
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019250
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025443
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044693
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0167129
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025443
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044693
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025443
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044693
IRS990EZ/OccupancyRentUtltsAndMaintAmt08000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACY TRUMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA SEELEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012512
IRS990EZ/OtherAssetsTotalDetail/EOYAmt017221
IRS990EZ/OtherExpensesTotalAmt028372
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OPERATE A PRESCHOOL
IRS990EZ/ProgramServiceRevenueAmt0163536
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED A PRESCHOOL LEARNING & SOCIALIZATION ENVIRONMENT FOR FIFTY TO SIXTY CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0144231
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0110707
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0147879
IRS990EZ/TotalProgramServiceExpensesAmt0144231
IRS990EZ/TotalRevenueAmt0167129
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/ExplanationTxt0Conferences, Conventions, and Meetings $457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $2976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1909
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $15444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EDUCATION & TRAINING $2626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE $1765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FIELD TRIPS $1121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CASUAL LABOR $781
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PAYROLL FEES $568
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEMBERSHIPS $422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10EQUIPMENT MAINTENANCE $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK CHARGES $93
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Furniture and Fixtures - Beginning $12512 Furniture and Fixtures - Ending $17221
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1002
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-01
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/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/ReturnTs02018-02-01T08:27:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,693
Liabilities
-
Net assets
$44,693
Revenue
$167,129
Expenses
$147,879
Net income
$19,250
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.44$1.54$1.55$0.01
2017Detailed filing. Detailed filing data is available for this year.$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