Nonprofit · EIN 42-1111579
SERENDIPITY PRE-SCHOOL
Tax-exempt · NORWALK, IA 50211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $257,917 | $278,524 | -$20,607 | $68,452 | $7,073 | $61,379 |
| July 31, 2024 | 990 | $264,293 | $258,825 | $5,468 | $90,343 | $8,357 | $81,986 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $192
- Program service revenue
- $257,683
- Investment income
- $42
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $198,214
- Salaries, compensation and benefits (total)
- $213,377
- Professional fundraising fees
- $0
- Occupancy
- $13,000
- Travel
- $68
- Depreciation
- $5,528
- Program services (functional)
- $277,406
- Management and general (functional)
- $1,118
Balance sheet and other
- Total assets, start of year
- $90,343
- Total assets, end of year
- $68,452
- Total liabilities, end of year
- $7,073
- Net assets, end of year
- $61,379
- Land, buildings and equipment
- $22,781
- Net assets without donor restrictions
- $61,379
- Gross receipts
- $257,917
- Employees
- 9
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY TRUMAN | President Trustee or director, Officer | 2 | $0 |
| ASHLEY BOWMAN | Vice President Trustee or director, Officer | 2 | $0 |
| MICHELLE KELLY | Treasurer Trustee or director, Officer | 5 | $0 |
| ANDREA TRAVI | Secretary Trustee or director, Officer | 2 | $0 |
990 for the year ended July 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE KELLY | Treasurer Trustee or director, Officer | 5 | $6,000 |
| TRACY TRUMAN | President Trustee or director, Officer | 2 | $0 |
| ASHLEY BOWMAN | Vice President Trustee or director, Officer | 2 | $0 |
| ANDREA TRAVI | Secretary Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1801 SUNSET DR, NORWALK, IA 50211-1374
- Principal officer (990 for 2024)
- TRACY TRUMAN, 1100 GORDON AVENUE, NORWALK, IA 50211
- Signed the 990
- MICHELLE KELLY, Treasurer
- Phone
- (515) 981-0901
- Return prepared by
- SHULL SCHRUM MCCLAFLIN & CO INC
Mission
OPERATE A PRESCHOOL
Program accomplishments
- PROVIDED A PRESCHOOL LEARNING & SOCIALIZATION ENVIRONMENT FOR FIFTY TO SIXTY CHILDRENExpenses $277,406 · revenue $257,683
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 42-1111579
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $68,452
- Income (IRS master file)
- $257,917
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $257,917 | $278,524 | $68,452 | XML |
| 990 | July 2024 | $264,293 | $258,825 | $90,343 | XML |
| 990 | July 2023 | $215,945 | $267,943 | $80,019 | IRS |
| 990 | July 2022 | $277,539 | $209,402 | $130,691 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990-EZ | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-1111579).
Questions about SERENDIPITY PRE-SCHOOL
- What is the EIN of SERENDIPITY PRE-SCHOOL?
- The employer identification number (EIN) of SERENDIPITY PRE-SCHOOL is 42-1111579.
- Is SERENDIPITY PRE-SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to SERENDIPITY PRE-SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SERENDIPITY PRE-SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SERENDIPITY PRE-SCHOOL due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SERENDIPITY PRE-SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of SERENDIPITY PRE-SCHOOL?
- The 990 for the year ended July 31, 2025 names TRACY TRUMAN.
- Who are the officers and directors of SERENDIPITY PRE-SCHOOL?
- The 990 for the year ended July 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SERENDIPITY PRE-SCHOOL have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $257,917, expenses of $278,524 and total assets of $68,452 at year end.
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