Civic Intelligence

School Tuition Organization of Southeast Iowa

EIN 20-5272797 • 501(c)3 • Bettendorf, IA

Profile

The organization provides tuition grants to attend accredited

5247 Pinecreek LnBettendorf, IA 52722

stoseiowa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

92nd percentile

0.87x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.89x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

55th percentile

6.7%

Higher net margin than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

12th percentile

-23%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-27%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$741,789

Down $225,569 (-23%) from 2023

Liabilities

Down

$647,612

Down $274,318 (-30%) from 2023

Net Assets

Up

$94,177

Up $48,749 (+107%) from 2023

Revenue

Down

$725,018

Down $263,572 (-27%) from 2023

Expenses

Down

$676,269

Down $275,636 (-29%) from 2023

Net Income

Up

$48,749

Up $12,064 (+33%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$741,789
Liabilities$647,612
Net Assets$94,177

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$725,018
Expenses$676,269
Net Income$48,749

Filings

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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 2, 2025
Return Version
2024v5.2
Gross Receipts
$784,554
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$700,000$500,000▼ $200,000
Cash and Non-Interest-Bearing Accounts$265,091$241,789▼ $23,302
Rtn Earn Endowment Incm Other Fnds$45,428$94,177▲ $48,749
Investments in Publicly Traded Securities$2,267$0▼ $2,267
Total Assets$967,358$741,789▼ $225,569
Liabilities
Accounts Payable and Accrued Expenses$921,930$647,612▼ $274,318
Total Liabilities$921,930$647,612▼ $274,318
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,428$94,177▲ $48,749
Total Liabilities and Net Assets / Fund Balance$967,358$741,789▼ $225,569
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rhodes AnnPresident
Bauer JennieDirector
Carroll TomDirector
Devaney LynneDirector
Rea SashaDirector
Tallman TomDirector
Trine DebDirector
Roling SteveExecutive Director
Vander Bleek NateSecretary
Schmit GaryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$679,335
Program Service Revenue
$0
Investment Income
$16,907
Other Revenue
$28,776
All Other Contributions
$679,335
Change in Net Assets
$48,749

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$59,536Market Quotation
Total Noncash Contributions6$59,536-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$652,260
Other Expenses$24,009
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$652,260--$652,260
Fees for Services Accounting$0$9,615$0$9,615
Other Expenses$0$300$0$300
Total Functional Expenses$652,260$24,009$0$676,269
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 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
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

Bauer, jennie 2459 255th st dewitt ia 52742

Form 990, Part VI, Line 9

Carroll, tom 520 brown st iowa city ia 52245

Form 990, Part VI, Line 9

Devaney, lynne 3029 55th st dr moline il 61265

Form 990, Part VI, Line 9

Rea, sasha 2328 burlington ave burlington ia 52601

Form 990, Part VI, Line 9

Rhodes, ann 500 st thomas ct iowa city ia 52245

Form 990, Part VI, Line 9

Schmit, gary 4766 inverness ct iowa city ia 52245

Form 990, Part VI, Line 9

Tallman, tom 2701 julie ln ct davenport ia 52807

Form 990, Part VI, Line 9

Trine, deb 1420 remey ave burlington ia 52655

Form 990, Part VI, Line 9

Vander bleek, nate 713 s 12th st clinton ia 52732

Filing and Contact Details

Filer

Filer Name
School Tuition Organization of Southeast Iowa
EIN
20-5272797
Phone
5633911845
Address
5247 PINECREEK LN, BETTENDORF, IA 52722
Doing Business As
Sto of Southeast Iowa

Signing Officer

Name
Steven M Roling
Title
Executive Director
Phone
5633911845
Signed
2025-07-02
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

Firm
Roling Tax
Address
5247 PINECREEK LANE, BETTENDORF, IA 52722
Preparer
Steven M Roling CPA
Phone
5633911845
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Copies of the tax return are distributed to members of the board of directors prior to filing. Members review the return and make corrections or changes as needed.

Raw XML AppendixShowing 400 of 407 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
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IRS990/ReconcilationRevenueExpnssAmt048749
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt094177
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0700000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0500000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0679335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0953844
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01416847
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01416641
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01536229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06002896
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt045683
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt034745
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010041
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010292
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013424
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0114185
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/PublicSupportCY170Pct00.83120
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.81110
IRS990ScheduleA/PublicSupportTotal170Amt05084810
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt0918086
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0679335
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0953844
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01416847
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01416641
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01536229
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06002896
IRS990ScheduleA/TotalSupportAmt06117081
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0652260
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SEE PART IV BELOW
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0536
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REQUIRES APPLICANTS TO SUBMIT FEDERAL INCOME TAX RETURNS TO VERIFY QUALIFICATION FOR GRANTS MADE PURSUANT TO THE IOWA EDUCATIONAL OPPORTUNITIES ACT.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1PART III REFLECTS SCHOLARSHIPS MADE TO LOW-INCOME STUDENTS ATTENDING NONPUBLIC PRIMARY AND SECONDARY SCHOOLS IN SOUTHEAST IOWA.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
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IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt06
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0MARKET QUOTATION
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IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt059536
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPIES OF THE TAX RETURN ARE DISTRIBUTED TO MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. MEMBERS REVIEW THE RETURN AND MAKE CORRECTIONS OR CHANGES AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BAUER, JENNIE 2459 255TH ST DEWITT IA 52742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CARROLL, TOM 520 BROWN ST IOWA CITY IA 52245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEVANEY, LYNNE 3029 55TH ST DR MOLINE IL 61265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REA, SASHA 2328 BURLINGTON AVE BURLINGTON IA 52601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RHODES, ANN 500 ST THOMAS CT IOWA CITY IA 52245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHMIT, GARY 4766 INVERNESS CT IOWA CITY IA 52245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TALLMAN, TOM 2701 JULIE LN CT DAVENPORT IA 52807
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TRINE, DEB 1420 REMEY AVE BURLINGTON IA 52655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9VANDER BLEEK, NATE 713 S 12TH ST CLINTON IA 52732
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part VI, Line 9
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0652260
IRS990/TotalFunctionalExpensesGrp/TotalAmt0676269
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0921930
IRS990/TotalLiabilitiesEOYAmt0647612
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IRS990/TotalLiabilitiesGrp/EOYAmt0647612
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt045428
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt094177
IRS990/TotalProgramServiceExpensesAmt0652260
IRS990/TotalRevenueGrp/ExclusionAmt016907
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028776
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0725018
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/USAddress/CityNm0IOWA CITY
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IRS990/WebsiteAddressTxt0stoseiowa.org
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN M ROLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05633911845
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHOOL TUITION ORGANIZATION OF SOUTHEAST IOWA
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0205272797
ReturnHeader/Filer/PhoneNum05633911845
ReturnHeader/Filer/USAddress/AddressLine1Txt05247 PINECREEK LN
ReturnHeader/Filer/USAddress/CityNm0BETTENDORF
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273215553
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROLING TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05247 PINECREEK LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETTENDORF
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052722
ReturnHeader/PreparerPersonGrp/PhoneNum05633911845

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