Civic Intelligence

Shoal Creek Elementary PTA

990EZ • Fiscal year 2021 • EIN 43-1882562

Aug 01, 2020 to Jul 31, 2021 • Filed on Nov 05, 2021

9000 Flintlock RoadKansas City, MO 64157

(918) 798-2274

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

60th percentile

16%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

76th percentile

37%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

-17%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Flat

$55,362

Flat from 2021

Net Assets

$55,362

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$93,822

Flat from 2021

Expenses

Flat

$79,016

Flat from 2021

Net Income

Flat

$14,806

Flat from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $8,379Liabilities 2011: $02011Assets 2012: $8,179Liabilities 2012: $02012Assets 2013: $5,563Net Assets 2013: $5,5632013Assets 2014: $5,329Net Assets 2014: $5,3292014Assets 2015: $32,784Net Assets 2015: $32,7842015Assets 2016: $42,568Net Assets 2016: $42,5682016Assets 2017: $43,300Liabilities 2017: $02017Assets 2018: $32,688Net Assets 2018: $32,6882018Assets 2019: $31,560Net Assets 2019: $31,5602019Assets 2020: $40,556Net Assets 2020: $40,5562020Assets 2021: $55,362Net Assets 2021: $55,3622021Assets 2021: $55,362Liabilities 2021: $02021Assets 2022: $115,195Net Assets 2022: $115,1952022Assets 2023: $107,285Net Assets 2023: $107,2852023Assets 2024: $129,343Liabilities 2024: $02024Assets 2025: $135,591Net Assets 2025: $135,5912025

Highlighted filing

2021

Assets$55,362
Liabilities-
Net Assets$55,362

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $32,367Expenses 2011: $41,832Net Income 2011: -$9,4652011Revenue 2012: $32,902Expenses 2012: $33,102Net Income 2012: -$2002012Revenue 2013: $41,595Expenses 2013: $44,211Net Income 2013: -$2,6162013Revenue 2014: $43,310Expenses 2014: $43,544Net Income 2014: -$2342014Revenue 2015: $88,507Expenses 2015: $61,052Net Income 2015: $27,4552015Revenue 2016: $98,957Expenses 2016: $89,174Net Income 2016: $9,7832016Revenue 2017: $54,062Expenses 2017: $53,330Net Income 2017: $7322017Revenue 2018: $45,746Expenses 2018: $57,020Net Income 2018: -$11,2742018Revenue 2019: $88,878Expenses 2019: $90,007Net Income 2019: -$1,1292019Revenue 2020: $112,892Expenses 2020: $103,897Net Income 2020: $8,9952020Revenue 2021: $93,822Expenses 2021: $79,016Net Income 2021: $14,8062021Revenue 2021: $93,822Expenses 2021: $79,016Net Income 2021: $14,8062021Revenue 2022: $131,125Expenses 2022: $71,291Net Income 2022: $59,8342022Revenue 2023: $118,220Expenses 2023: $126,130Net Income 2023: -$7,9102023Revenue 2024: $100,381Expenses 2024: $78,324Net Income 2024: $22,0572024Revenue 2025: $65,923Expenses 2025: $59,674Net Income 2025: $6,2492025

Highlighted filing

2021

Revenue$93,822
Expenses$79,016
Net Income$14,806
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Nov 5, 2021
Return Version
2020v4.0
Gross Receipts
$96,249
Mission and Program Overview

Mission

School, parent and teacher oranization.

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDING FOR YEARBOOKS, CLASSROOM PERIODICALS, AND STUDENT ACTIVITIES SUCH AS EDUCATIONAL ENRICHMENT, FIELD TRIPS AND KIDS VOTING.-$17,087
NUMEROUS SCHOOL ACTIVITIES TO ENHANCE STUDENT LEARNING.-$5,852
PROVIDED STUDENT, TEACHER, AND STAFF RECOGNITION AND APPRECIATION.-$3,506
PROVIDED FUNDING FOR A VISITING AUTHOR, CULTURAL ARTS PROGRAM, LITERATURE FESTIVAL, AND ARTS FESTIVAL TO DISPLAY STUDENT ARTWORK.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA SEUBERTPresident-$0--
JENNIFER BENCEVice Preside-$0--
SHELENA GUETTERMANNTreasurer-$0--
MOLLY LONDQUISTSecretary-$0--
SARA ENNISVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$75,530$75,530-$75,530
Yearbooks$11,002$11,002-$11,002
Total Events$86,532$86,532-$86,532
Filing and Contact Details

Filer

Filer Name
Shoal Creek Elementary Pta
EIN
43-1882562
Phone
9187982274
Address
9000 FLINTLOCK ROAD, KANSAS CITY, MO 64157

Signing Officer

Name
Shelena Guettermann
Title
Treasurer
Phone
8167367150
Signed
2021-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Evan L Tripp CPA Pc
Address
2001 WEST JESSE JAMES ROAD, EXCELSIOR SPRINGS, MO 64024
Preparer
Evan Tripp
Phone
8166302520
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Community events 2,054 family event 558 box tops 373 amazon smile 333 total 3,318

Form 990-ez, Part I, Line 16

Expenses back to school event 2,194 bank charges 96 cash box 150 conference meals 2,041 dues 1,124 educational enrichment 17,087 family event 133 field day 326 fifth grade recognition 1,938 insurance 150 misc 1,744 pta dist serv award 157 shoal creek services 1,962 staff appreciation 1,312 teacher fund 1,336 total 31,750

Form 990-ez, Part III, Line 31

Numerous school activities to enhance student learning.

Raw XML Appendix159 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0LAURA SEUBERT
CompensationExplanation/CompensationExplanationGrp/PersonNm1JENNIFER BENCE
CompensationExplanation/CompensationExplanationGrp/PersonNm2SHELENA GUETTERMANN
CompensationExplanation/CompensationExplanationGrp/PersonNm3MOLLY LONDQUIST
CompensationExplanation/CompensationExplanationGrp/PersonNm4SARA ENNIS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHELENA GUETTERMANN
IRS990EZ/BooksInCareOfDetail/PhoneNum09187982274
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010132 N WALLACE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KANSAS CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064157
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040556
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055362
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014806
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt047266
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040556
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055362
IRS990EZ/FundraisingGrossIncomeAmt090885
IRS990EZ/GrossReceiptsAmt096249
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02046
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040556
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055362
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040556
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055362
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA SEUBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER BENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHELENA GUETTERMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MOLLY LONDQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARA ENNIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031750
IRS990EZ/OtherRevenueTotalAmt03318
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL, PARENT AND TEACHER ORANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FUNDING FOR A VISITING AUTHOR, CULTURAL ARTS PROGRAM, LITERATURE FESTIVAL, AND ARTS FESTIVAL TO DISPLAY STUDENT ARTWORK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED STUDENT, TEACHER, AND STAFF RECOGNITION AND APPRECIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED FUNDING FOR YEARBOOKS, CLASSROOM PERIODICALS, AND STUDENT ACTIVITIES SUCH AS EDUCATIONAL ENRICHMENT, FIELD TRIPS AND KIDS VOTING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3NUMEROUS SCHOOL ACTIVITIES TO ENHANCE STUDENT LEARNING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03506
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117087
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25852
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02427
IRS990EZ/SpecialEventsNetIncomeLossAmt088458
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079016
IRS990EZ/TotalProgramServiceExpensesAmt026445
IRS990EZ/TotalRevenueAmt093822
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt096249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0114821
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0108087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047303
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt087503
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0453963
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0453963
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096249
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0114821
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0108087
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087503
IRS990ScheduleA/Total509Grp/TotalAmt0453963
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096249
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0114821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0108087
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087503
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0453963
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0YEARBOOKS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011002
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086532
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt075530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011002
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt086532
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt086532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY EVENTS 2,054 FAMILY EVENT 558 BOX TOPS 373 AMAZON SMILE 333 TOTAL 3,318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BACK TO SCHOOL EVENT 2,194 BANK CHARGES 96 CASH BOX 150 CONFERENCE MEALS 2,041 DUES 1,124 EDUCATIONAL ENRICHMENT 17,087 FAMILY EVENT 133 FIELD DAY 326 FIFTH GRADE RECOGNITION 1,938 INSURANCE 150 MISC 1,744 PTA DIST SERV AWARD 157 SHOAL CREEK SERVICES 1,962 STAFF APPRECIATION 1,312 TEACHER FUND 1,336 TOTAL 31,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NUMEROUS SCHOOL ACTIVITIES TO ENHANCE STUDENT LEARNING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELENA GUETTERMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08167367150
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHOAL CREEK ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0SHOA
ReturnHeader/Filer/EIN0431882562
ReturnHeader/Filer/PhoneNum09187982274
ReturnHeader/Filer/USAddress/AddressLine1Txt09000 FLINTLOCK ROAD
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064157
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431731796
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EVAN L TRIPP CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 WEST JESSE JAMES ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EXCELSIOR SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064024
ReturnHeader/PreparerPersonGrp/PhoneNum08166302520
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EVAN TRIPP
ReturnHeader/ReturnTs02021-11-17T11:26:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHELENA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GUETTERMANN
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.36$1.36$0.66$0.60$0.06
2024Summary only. Only limited summary data is available for this year.$1.29$0.00$1.00$0.78$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.07$1.07$1.18$1.26$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$1.15$1.31$0.71$0.60
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.94$0.79$0.15
2021Summary only. Only limited summary data is available for this year.$0.55$0.00$0.94$0.79$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.41$1.13$1.04$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.32$0.89$0.90$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.33$0.46$0.57$0.11
2017Summary only. Only limited summary data is available for this year.$0.43$0.00$0.54$0.53$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.99$0.89$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.89$0.61$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.43$0.44$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.06$0.42$0.44$0.03
2012Summary only. Only limited summary data is available for this year.$0.08$0.00$0.33$0.33$0.00
2011Summary only. Only limited summary data is available for this year.$0.08$0.00$0.32$0.42$0.09