Civic Intelligence

Sheffield Place

990 • Fiscal year 2019 • EIN 43-1532267

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 03, 2020

6604 E 12th StreetKansas City, MO 64126

(816) 483-9927

Siviq Scores

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

Liabilities / Assets

36th percentile

0.03x

Higher debt load relative to assets than 36% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

32nd percentile

0.03x

Higher debt load relative to revenue than 32% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$141,452

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

94th percentile

81%

Faster asset growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

113%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$3,559,852

Up $1,597,153 (+81%) from 2018

Net Assets

Up

$3,465,113

Up $1,579,463 (+84%) from 2018

Liabilities

Up

$94,739

Up $17,690 (+23%) from 2018

Revenue

Up

$3,104,160

Up $1,647,732 (+113%) from 2018

Expenses

Up

$1,524,697

Up $253,354 (+20%) from 2018

Net Income

Up

$1,579,463

Up $1,394,378 (+753%) from 2018

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $582,726Liabilities 2010: $17,060Net Assets 2010: $565,6662010Assets 2011: $537,876Liabilities 2011: $28,212Net Assets 2011: $509,6642011Assets 2012: $637,530Liabilities 2012: $54,868Net Assets 2012: $582,6622012Assets 2013: $813,531Liabilities 2013: $60,367Net Assets 2013: $753,1642013Assets 2014: $1,033,569Liabilities 2014: $66,070Net Assets 2014: $967,4992014Assets 2015: $1,445,358Liabilities 2015: $73,801Net Assets 2015: $1,371,5572015Assets 2016: $1,604,668Liabilities 2016: $92,623Net Assets 2016: $1,512,0452016Assets 2017: $1,773,181Liabilities 2017: $72,616Net Assets 2017: $1,700,5652017Assets 2018: $1,962,699Liabilities 2018: $77,049Net Assets 2018: $1,885,6502018Assets 2019: $3,559,852Liabilities 2019: $94,739Net Assets 2019: $3,465,1132019Assets 2020: $3,756,396Liabilities 2020: $52,290Net Assets 2020: $3,704,1062020Assets 2021: $4,172,612Liabilities 2021: $85,573Net Assets 2021: $4,087,0392021Assets 2022: $4,666,862Liabilities 2022: $78,724Net Assets 2022: $4,588,1382022Assets 2023: $5,720,779Liabilities 2023: $99,740Net Assets 2023: $5,621,0392023Assets 2024: $8,224,966Liabilities 2024: $83,279Net Assets 2024: $8,141,6872024Assets 2025: $9,019,274Liabilities 2025: $108,711Net Assets 2025: $8,910,5632025

Highlighted filing

2019

Assets$3,559,852
Liabilities$94,739
Net Assets$3,465,113

Operations Trend

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

$6.0M$4.0M$2.0M$0Expenses 2010: $809,5262010Expenses 2011: $776,5352011Expenses 2012: $693,2602012Revenue 2013: $960,367Expenses 2013: $789,865Net Income 2013: $170,5022013Revenue 2014: $1,098,209Expenses 2014: $883,874Net Income 2014: $214,3352014Revenue 2015: $1,518,045Expenses 2015: $1,113,987Net Income 2015: $404,0582015Revenue 2016: $1,404,279Expenses 2016: $1,263,791Net Income 2016: $140,4882016Revenue 2017: $1,376,066Expenses 2017: $1,187,546Net Income 2017: $188,5202017Revenue 2018: $1,456,428Expenses 2018: $1,271,343Net Income 2018: $185,0852018Revenue 2019: $3,104,160Expenses 2019: $1,524,697Net Income 2019: $1,579,4632019Revenue 2020: $1,937,712Expenses 2020: $1,698,719Net Income 2020: $238,9932020Revenue 2021: $2,183,282Expenses 2021: $1,800,349Net Income 2021: $382,9332021Revenue 2022: $2,331,773Expenses 2022: $1,833,583Net Income 2022: $498,1902022Revenue 2023: $3,053,579Expenses 2023: $2,055,591Net Income 2023: $997,9882023Revenue 2024: $4,675,493Expenses 2024: $2,217,702Net Income 2024: $2,457,7912024Revenue 2025: $3,345,229Expenses 2025: $2,637,469Net Income 2025: $707,7602025

Highlighted filing

2019

Revenue$3,104,160
Expenses$1,524,697
Net Income$1,579,463
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 3, 2020
Return Version
2019v5.1
Gross Receipts
$3,297,598
Mission and Program Overview

Mission

To empower homeless mothers and their children to heal from their trauma and become self-sufficient.

empower homeless women and their children to heal from their trauma and become self-sufficient.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$867,755$1,470,818▲ $603,063
Land, Buildings, and Equipment, Net$966,003$941,772▼ $24,231
Accounts Receivable$128,941$892,627▲ $763,686
Savings and Temporary Cash Investments$0$251,581▲ $251,581
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,962,699$3,559,852▲ $1,597,153
Other Assets Total$0$3,054▲ $3,054
Liabilities
Accounts Payable and Accrued Expenses$75,578$93,248▲ $17,670
Other Liabilities$1,471$1,491▲ $20
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$77,049$94,739▲ $17,690
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,654,136$1,813,225▲ $159,089
Net Assets With Donor Restrictions$231,514$1,651,888▲ $1,420,374
Total Net Assets Fund Balance$1,885,650$3,465,113▲ $1,579,463
Total Liabilities and Net Assets / Fund Balance$1,962,699$3,559,852▲ $1,597,153

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$278,709$1,289,684$1,568,393
Buildings$572,605$122,326$694,931
Equipment$82,349$256,913$339,262
Land$8,109-$8,109
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly WelchExecutive DirectorFT$122,944$18,508$141,452

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,075,136
Program Service Revenue
$51,730
Investment Income
$10,226
Other Revenue
$-32,932
All Other Contributions
$2,326,853
Change in Net Assets
$1,579,463

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table73$67,616donor value
Clothing and Household Goods-$34,200donor value
Cars and Other Vehicles1$11,225donor value
Other Non Cash Contri Table15$7,282donor value
Other Non Cash Contri Table1$1,000donor value
Total Noncash Contributions90$121,323-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,104,160
Revenue Not Reported on Form 990
$193,438
Total Revenue per Audited Statements
$3,297,598
Total Revenue per Form 990
$3,104,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,015,513
Other Expenses$483,884
Total Fundraising Expense$78,286
Professional Fundraising Fees$25,300
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$648,841$35,930$30,413$715,184
Current Officers, Directors, Trustees, and Key Employees$86,950$50,103$7,091$144,144
Depreciation Depletion$116,553$1,174-$117,727
Occupancy$97,970$1,456-$99,426
Office Expenses$61,961$12,086$3,572$77,619
Payroll Taxes$60,435$6,931$3,291$70,657
Other Employee Benefits$60,904$1,922$2,512$65,338
Other Expenses$44,812--$44,812
Conferences and Meetings$30,148$2,148$1,685$33,981
Insurance$26,239$2,930$1,535$30,704
Fees for Services Professional Fundraising--$25,300$25,300
Information Technology$16,625$3,633-$20,258
Pension Plan Contributions$12,921$6,461$808$20,190
Fees for Services Accounting-$17,625-$17,625
Fees for Services Legal$8,000--$8,000
Fees for Services Other$4,038$1,723$1,788$7,549
Travel$2,378$424$291$3,093
Total Functional Expenses$1,301,865$144,546$78,286$1,524,697

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,718,135
Expenses per Audited Statements$1,524,697
Total Expenses per Form 990$1,524,697
Expenses Not Reported on Form 990$193,438
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$193,438
Fundraising Gross Income$160,506
Professional Fundraising Fees$25,300
Gaming Direct Expenses$0
Gaming Gross Income$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Off-the-wall$297,574$132,316$90,991$41,325
Golf Tournament$81,866$28,190$8,603$19,587
Total Events$379,440$160,506$193,438$-32,932
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Accounts$1,491
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Sheffield Place
EIN
43-1532267
In Care Of
% KELLY WELCH
Phone
8164839927
Address
6604 E 12th Street, Kansas City, MO 64126

Signing Officer

Name
Kelly Welch
Title
Executive Director
Phone
8164839927
Signed
2020-08-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Welch
Formed
1989
Legal Domicile
Mo
Voting Board Members
21
Independent Board Members
21
Employees
32
Volunteers
525

Preparer

Firm
Pickett Chaney & Mcmullen Llp
Address
9401 W 87th STREET SUITE 200, OVERLAND PARK, KS 66212-3755
Preparer
Jeffrey J Mcmullen
Phone
9134385077
Supplemental Narrative

Additional Explanations

conflict of interest policy compliance

Every year the board of directors and staff are asked to provide in writing any issues regarding potential conflicts of interest.

compensation determination policy

The board of directors employs the executive director to whom it delegates responsibility for the day-to-day mamagement of the organization. The executive director and other top management are given annual performance reviews. Compensation and benefits are at a level that is competitive with similar organizations within the community and consistent with the organization's overall financial ability and objective.

Form 990 review process

Prior to submission, IRS Form 990 is presented to the Finance committee of the board of directors for questions or comments.

Public review of documents

The organization's governing documents, conflict of interest policy,and financial statements are made available for public inspection by request.

Growth Campaign

To address the ever-increasing needs of our community, Sheffield Place conducted a capital campaign in 2019 to acquire and renovate a building that will provide housing services for 7 families at a time. The campaign will also make improvements to the main facility including - new energy-efficient lighting, kitchen & restroom remodeling, tuck-pointing the nearly 100-year old main facility. The campaign successfully raised $1,493,100. This capital campaign will increase the number of families served by more than 30% annually.

Financial Statement Notes

Reclass of special event expenses to revenue

Special event expenses of $193,438 recorded in the financial statements in expense are reflected in Part VIII, line 8b for Form 990.

Reclass of special event expenses to revenue

Special event expenses of $193,438 recorded in the financial statements in expense are reflected in Part VIII, line 8b for Form 990 Statement of Revenue.

FIN 48 footnote

The Organization accounts for uncertain tax positions in accordance with the provisions of Financial Accounting Standards Board ("FASB") Codification Topic Income Taxes. Income Taxes clarifies the accounting for uncertainty in income taxes and requires the Foundation to recognize in their financial statements the impact of a tax position taken or expected to be taken in a tax return, if that position is more likely than not to be sustained under audit, based on the technical merits of the position. Management has assessed the tax positions of the Organization and determined that no positions exist that require adjustment or disclosure in the financial statements.

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IRS990/Desc0Sheffield Place is the only treatment and supportive housing program in Kansas City that focuses exclusively on highly traumatized, homeless mothers and their children. These families struggle with multiple barriers to success, including generational poverty (100%), mental health (98%), addiction (89%), and domestic violence backgrounds (94%), low educational attainment less than a high school education (57%), experience in the child welfare system (39%), and felony convictions (34%), among others. The goals of the program include: improving mental and physical health, abstaining from alcohol and drugs, increasing education and employment skills, and securing permanent housing. Services include: 1) residential housing services at the facility; 2) residential clinical services; 3) aftercare (ongoing case management and supportive services for families that have transitioned from the facility to permanent housing in the community); and, 4) permanent supportive housing. The agency owns 10 units of permanent housing toward a goal of 14 units over the next few years. In 2019, Sheffield Place served 123 families/307 individuals (89 families in residential and 34 families in aftercare), more than a six-fold increase from the 20 families the agency served in 2010. In all, 58% of the mothers were white, and 42% of mothers were African American. Six percent self-identified as Latina in ethnicity. Nearly all families originate from Kansas City, Missouri, or eastern Jackson County. The average age of mothers was 30 years; the average age of children was 5.5 years. The residential program features an average length of stay of nearly three months often longer or shorter depending on a familys individual needs. The facility serves 17 homeless mothers and their children a time. Each family has a private living unit with a bathroom. Families share kitchens and laundry facilities.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
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IRS990/MissionDesc0EMPOWER HOMELESS WOMEN AND THEIR CHILDREN TO HEAL FROM THEIR TRAUMA AND BECOME SELF-SUFFICIENT.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.02$0.11$8.91$3.35$2.64$0.71
2024Detailed filing. Detailed filing data is available for this year.$8.22$0.08$8.14$4.68$2.22$2.46
2023Detailed filing. Detailed filing data is available for this year.$5.72$0.10$5.62$3.05$2.06$1.00
2022Detailed filing. Detailed filing data is available for this year.$4.67$0.08$4.59$2.33$1.83$0.50
2021Detailed filing. Detailed filing data is available for this year.$4.17$0.09$4.09$2.18$1.80$0.38
2020Detailed filing. Detailed filing data is available for this year.$3.76$0.05$3.70$1.94$1.70$0.24
2019Detailed filing. Detailed filing data is available for this year.$3.56$0.09$3.47$3.10$1.52$1.58
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.08$1.89$1.46$1.27$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.07$1.70$1.38$1.19$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.60$0.09$1.51$1.40$1.26$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.07$1.37$1.52$1.11$0.40
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.07$0.97$1.10$0.88$0.21
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.06$0.75$0.96$0.79$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.05$0.58$0.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.03$0.51$0.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.02$0.57$0.81