Civic Intelligence

School Tuition Organization of Southeast Iowa

990 • Fiscal year 2013 • EIN 20-5272797

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization Profilestoseiowa.org
1850 East 54th Street52807-2763

(563) 391-1845

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

35th percentile

-1.7%

Higher net margin than 35% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

35th percentile

-1.8%

Faster asset growth than 35% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

27th percentile

-6.1%

Faster revenue growth than 27% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$869,017

Down $16,172 (-1.8%) from 2012

Net Assets

Down

$867,017

Down $14,211 (-1.6%) from 2012

Liabilities

Down

$2,000

Down $1,961 (-50%) from 2012

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin35th percentile

Revenue

Down

$858,153

Down $56,080 (-6.1%) from 2012

Expenses

Up

$872,364

Up $92,230 (+12%) from 2012

Net Income

Down

-$14,211

Down $148,310 (-111%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2010: $710,945Liabilities 2010: -$29Net Assets 2010: $710,9742010Assets 2011: $747,897Liabilities 2011: $768Net Assets 2011: $747,1292011Assets 2012: $885,189Liabilities 2012: $3,961Net Assets 2012: $881,2282012Assets 2013: $869,017Liabilities 2013: $2,000Net Assets 2013: $867,0172013Assets 2014: $1,067,184Liabilities 2014: $1,070Net Assets 2014: $1,066,1142014Assets 2015: $1,184,379Liabilities 2015: $0Net Assets 2015: $1,184,3792015Assets 2016: $1,207,451Liabilities 2016: $54Net Assets 2016: $1,207,3972016Assets 2017: $1,226,810Liabilities 2017: $300Net Assets 2017: $1,226,5102017Assets 2018: $1,227,011Liabilities 2018: $1,842Net Assets 2018: $1,225,1692018Assets 2019: $1,329,209Liabilities 2019: $9,734Net Assets 2019: $1,319,4752019Assets 2020: $1,543,464Liabilities 2020: $5,269Net Assets 2020: $1,538,1952020Assets 2021: $1,433,668Liabilities 2021: $1,410,264Net Assets 2021: $23,4042021Assets 2022: $1,406,857Liabilities 2022: $1,398,114Net Assets 2022: $8,7432022Assets 2023: $967,358Liabilities 2023: $921,930Net Assets 2023: $45,4282023Assets 2024: $741,789Liabilities 2024: $647,612Net Assets 2024: $94,1772024

Highlighted filing

2013

Assets$869,017
Liabilities$2,000
Net Assets$867,017
Open 2013 Filing

Operations Trend

Revenue Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $823,8622010Expenses 2011: $718,0732011Revenue 2012: $914,233Expenses 2012: $780,134Net Income 2012: $134,0992012Revenue 2013: $858,153Expenses 2013: $872,364Net Income 2013: -$14,2112013Revenue 2014: $1,246,129Expenses 2014: $1,047,031Net Income 2014: $199,0982014Revenue 2015: $1,216,237Expenses 2015: $1,097,972Net Income 2015: $118,2652015Revenue 2016: $1,240,292Expenses 2016: $1,217,274Net Income 2016: $23,0182016Revenue 2017: $1,266,820Expenses 2017: $1,247,707Net Income 2017: $19,1132017Revenue 2018: $1,259,072Expenses 2018: $1,260,413Net Income 2018: -$1,3412018Revenue 2019: $1,357,866Expenses 2019: $1,263,560Net Income 2019: $94,3062019Revenue 2020: $1,548,700Expenses 2020: $1,329,980Net Income 2020: $218,7202020Revenue 2021: $1,426,933Expenses 2021: $1,437,816Net Income 2021: -$10,8832021Revenue 2022: $1,426,688Expenses 2022: $1,441,349Net Income 2022: -$14,6612022Revenue 2023: $988,590Expenses 2023: $951,905Net Income 2023: $36,6852023Revenue 2024: $725,018Expenses 2024: $676,269Net Income 2024: $48,7492024

Highlighted filing

2013

Revenue$858,153
Expenses$872,364
Net Income-$14,211
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$858,153
Mission and Program Overview

Mission

The organization provides tuition grants to students who attend private schools in southeast iowa.

The organization provides need-based tuition grants to students who choose to attend an accredited nonpublic elementary or secondary school in southeast Iowa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$881,228$867,017▼ $14,211
Savings and Temporary Cash Investments-$750,000-
Cash and Non-Interest-Bearing Accounts$885,189$119,017▼ $766,172
Total Assets$885,189$869,017▼ $16,172
Liabilities
Accounts Payable and Accrued Expenses$3,961$2,000▼ $1,961
Total Liabilities$3,961$2,000▼ $1,961
Net Assets / Fund Balance
Total Net Assets Fund Balance$881,228$867,017▼ $14,211
Total Liabilities and Net Assets / Fund Balance$885,189$869,017▼ $16,172
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Rhodes AnnPresident
Bolton RobertDirector
Carroll TomDirector
Trine DebDirector
Wilson LoriDirector
Roling SteveExec Director
Maaske CharEx Officio
Morrison LeeEx Officio
Witt KarenSecretary
Schmit GaryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$858,058
Program Service Revenue
$0
Investment Income
$95
Other Revenue
$0
All Other Contributions
$858,058
Change in Net Assets
$-14,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$845,141
Other Expenses$27,223
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$843,141--$843,141
Grants to Domestic Orgs$2,000--$2,000
Fees for Services Accounting$0$1,600$0$1,600
Advertising$0$399$0$399
Other Expenses$0$300$0$300
Office Expenses$0$269$0$269
All Other Expenses$0$139$0$139
Travel$0$59$0$59
Total Functional Expenses$845,141$27,223$0$872,364
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 9

“Bolton, robert 2264 ridgeview muscatine ia xxx-xx-xxxx carroll, tom 520 brown iowa city ia xxx-xx-xxxx maaske, char 2729 221st de witt ia xxx-xx-xxxx morrison, lee 780 central park davenport ia xxx-xx-xxxx rhodes, ann 500 saint thomas iowa city ia xxx-xx-xxxx schmit, gary 4766 inverness iowa city ia xxx-xx-xxxx trine, deb 1420 remey burlington ia xxx-xx-xxxx wilson, lori 14876 washington w burlington ia xxx-xx-xxxx witt, karen 1018 pershing clinton ia xxx-xx-xxxx”

Filing and Contact Details

Filer

EIN
20-5272797
Phone
5633911845

Signing Officer

Name
Steven M Roling
Title
Executive Director
Phone
5633911845
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Rhodes
Formed
2006
Legal Domicile
Ia
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Preparer
Steven M Roling CPA
Phone
5633911845
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Copies of the tax return are distributed to members”

Pt VI, Line 11B

“of the board of directors. Members review the”

Pt VI, Line 11B

“return and make corrections or changes as needed.”

Pt VI, Line 19

“The organization makes its governing documents and”

Pt VI, Line 19

“policies available to the public upon request to”

Pt VI, Line 19

“the Executive Director.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012267
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt027589
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0449
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0549
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78070
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.75590
IRS990ScheduleA/PublicSupportTotal170Amt03181449
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt0865409
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0858058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0910254
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0749108
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0755853
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0773585
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04046858
IRS990ScheduleA/TotalSupportAmt04074996
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0845141
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0See Part IV Below
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0634
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization requires applicants to provide copies of tax returns
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1to verify qualification for grants awarded under the Iowa Educational
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt2Opportunities Act.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt3The organization keeps track of the actual number of recipients; no
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt4estimates are necessary.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt5Scholarships for low-income students attending nonpublic primary and
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt6secondary schools in southeast Iowa.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt III, col (b)
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt III, col (b)
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt III
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt III
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Copies of the tax return are distributed to members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1of the board of directors. Members review the
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2return and make corrections or changes as needed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4policies available to the public upon request to
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5the Executive Director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOLTON, ROBERT 2264 RIDGEVIEW MUSCATINE IA XXX-XX-XXXX CARROLL, TOM 520 BROWN IOWA CITY IA XXX-XX-XXXX MAASKE, CHAR 2729 221ST DE WITT IA XXX-XX-XXXX MORRISON, LEE 780 CENTRAL PARK DAVENPORT IA XXX-XX-XXXX RHODES, ANN 500 SAINT THOMAS IOWA CITY IA XXX-XX-XXXX SCHMIT, GARY 4766 INVERNESS IOWA CITY IA XXX-XX-XXXX TRINE, DEB 1420 REMEY BURLINGTON IA XXX-XX-XXXX WILSON, LORI 14876 WASHINGTON W BURLINGTON IA XXX-XX-XXXX WITT, KAREN 1018 PERSHING CLINTON IA XXX-XX-XXXX
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0885189
IRS990/TotalAssetsEOYAmt0869017
IRS990/TotalAssetsGrp/BOYAmt0885189
IRS990/TotalAssetsGrp/EOYAmt0869017
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0858058
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027223
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0845141
IRS990/TotalFunctionalExpensesGrp/TotalAmt0872364
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03961
IRS990/TotalLiabilitiesEOYAmt02000
IRS990/TotalLiabilitiesGrp/BOYAmt03961
IRS990/TotalLiabilitiesGrp/EOYAmt02000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0881228
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0867017
IRS990/TotalProgramServiceExpensesAmt0845141
IRS990/TotalRevenueGrp/ExclusionAmt095
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0858153
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0885189
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0869017
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt059
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt059
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10500 St Thomas
IRS990/USAddress/City0Iowa City
IRS990/USAddress/State0IA
IRS990/USAddress/ZIPCode052245
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0http://stoseiowa.org/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN M ROLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05633911845
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10School Tuition Organization of Southeast Iowa
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0205272797
ReturnHeader/Filer/PhoneNum05633911845
ReturnHeader/Filer/USAddress/AddressLine101850 East 54th Street
ReturnHeader/Filer/USAddress/City0Davenport
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode0528072763
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BI-STATE TAX & FINANCIAL SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101850 EAST 54TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DAVENPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0528072763

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$869,017
Liabilities
$2,000
Net assets
$867,017
Revenue
$858,153
Expenses
$872,364
Net income
-$14,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.65$0.09$0.73$0.68$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.92$0.05$0.99$0.95$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$1.40$0.01$1.43$1.44$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$1.41$0.02$1.43$1.44$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.01$1.54$1.55$1.33$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.01$1.32$1.36$1.26$0.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$1.26$1.26$0.00
2017Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$1.27$1.25$0.02
2016Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$1.24$1.22$0.02
2015Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$1.22$1.10$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.25$1.05$0.20
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.86$0.87$0.01
2012Summary only. Only limited summary data is available for this year.$0.89$0.00$0.88$0.91$0.78$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.82