Civic Intelligence

Sharon Bethel School

EIN 42-0949895 • 501(c)3 • Kalona, IA

Profile

To provide k-12 education to 30-40 students in a manner consistent with the amish/mennonite way of life.

2262 520th St SWKalona, IA 52247

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

63rd percentile

9.7%

Higher net margin than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

64th percentile

6.5%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

34th percentile

-20%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$233,552

Up $14,240 (+6.5%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$233,552

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Down

$147,208

Down $36,863 (-20%) from 2024

Expenses

Down

$132,968

Down $46,883 (-26%) from 2024

Net Income

Up

$14,240

Up $10,020 (+237%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$300K$200K$100K$0Assets 2011: $31,468Net Assets 2011: $31,4682011Assets 2012: $47,277Net Assets 2012: $47,2772012Assets 2013: $43,289Net Assets 2013: $43,2892013Assets 2014: $53,261Net Assets 2014: $53,2612014Assets 2015: $54,290Liabilities 2015: $02015Assets 2016: $51,462Net Assets 2016: $51,4622016Assets 2017: $45,896Net Assets 2017: $45,8962017Assets 2018: $52,357Liabilities 2018: $02018Assets 2019: $55,807Liabilities 2019: $02019Assets 2020: $41,871Net Assets 2020: $41,8712020Assets 2021: $116,908Net Assets 2021: $116,9082021Assets 2022: $171,325Net Assets 2022: $171,3252022Assets 2023: $215,092Liabilities 2023: $02023Assets 2024: $219,312Liabilities 2024: $02024Assets 2025: $233,552Net Assets 2025: $233,5522025

Highlighted filing

2025

Assets$233,552
Liabilities-
Net Assets$233,552
Open 2025 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $100,037Expenses 2011: $86,893Net Income 2011: $13,1442011Revenue 2012: $118,130Expenses 2012: $102,320Net Income 2012: $15,8102012Revenue 2013: $109,874Expenses 2013: $113,863Net Income 2013: -$3,9892013Revenue 2014: $125,087Expenses 2014: $115,115Net Income 2014: $9,9722014Revenue 2015: $138,042Expenses 2015: $137,013Net Income 2015: $1,0292015Revenue 2016: $142,174Expenses 2016: $145,003Net Income 2016: -$2,8292016Revenue 2017: $137,638Expenses 2017: $143,203Net Income 2017: -$5,5652017Revenue 2018: $163,058Expenses 2018: $156,596Net Income 2018: $6,4622018Revenue 2019: $144,891Expenses 2019: $141,442Net Income 2019: $3,4492019Revenue 2020: $114,383Expenses 2020: $128,320Net Income 2020: -$13,9372020Revenue 2021: $199,326Expenses 2021: $124,289Net Income 2021: $75,0372021Revenue 2022: $178,197Expenses 2022: $123,780Net Income 2022: $54,4172022Revenue 2023: $183,746Expenses 2023: $155,751Net Income 2023: $27,9952023Revenue 2024: $184,071Expenses 2024: $179,851Net Income 2024: $4,2202024Revenue 2025: $147,208Expenses 2025: $132,968Net Income 2025: $14,2402025

Highlighted filing

2025

Revenue$147,208
Expenses$132,968
Net Income$14,240
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$233,552
Liabilities
-
Net assets
$233,552
Revenue
$147,208
Expenses
$132,968
Net income
$14,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.34$2.34$1.47$1.33$0.14
2024Summary only. Only limited summary data is available for this year.$2.19$0.00$1.84$1.80$0.04
2023Summary only. Only limited summary data is available for this year.$2.15$0.00$1.84$1.56$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.71$1.71$1.78$1.24$0.54
2021Detailed filing. Detailed filing data is available for this year.$1.17$1.17$1.99$1.24$0.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.42$1.14$1.28$0.14
2019Summary only. Only limited summary data is available for this year.$0.56$0.00$1.45$1.41$0.03
2018Summary only. Only limited summary data is available for this year.$0.52$0.00$1.63$1.57$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.46$1.38$1.43$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.51$1.42$1.45$0.03
2015Summary only. Only limited summary data is available for this year.$0.54$0.00$1.38$1.37$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.53$1.25$1.15$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.43$1.10$1.14$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.47$1.18$1.02$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.31$1.00$0.87$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 5, 2025
Return Version
2024v5.0
Gross Receipts
$152,475
Mission and Program Overview

Mission

To provide k-12 education to 30-40 students in a manner consistent with the amish/mennonite way of life.

Program Services

DescriptionGrantsExpenses
PROVIDING EDUCATION TO 30-40 K-12 STUDENTS IN AN AMISH-MENNONITE ENVIRONMENT.-$124,937
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERVIN YODERVice Chairma-$0--
LEANDER MILLERMaintenance-$0--
MATTHEW SCHROCKSecretary-$0--
DELMAR YODERChairman-$0--
JONATHAN BEACHYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sharon Bethel School
EIN
42-0949895
Phone
3193838948
Address
2262 520TH ST SW, KALONA, IA 52247

Signing Officer

Name
Jonathan Beachy
Title
Treasurer
Phone
3193838948
Signed
2025-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Bontrager Tax Acct & Consult LLC
Address
PO BOX 448, KALONA, IA 52247-0448
Preparer
Daniel P Bontrager CPA
Phone
3196562614
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses building insurance 966 books & materials 4,481 field trips 2,574 school van 1,544 supplies 7,202 waste removal 651 total 17,418”

Form 990-ez, Part II, Line 24

“Equipment 8,369 8,369 less accumulated depreciation 8,369 8,369 money mkt investments 157,814 158,368 total 157,814 158,368”

Form 990-ez, Part III

“To provide k-12 education to 30-40 students in a manner consistent with the amish/mennonite way of life.”

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JONATHAN BEACHY
IRS990EZ/BooksInCareOfDetail/PhoneNum03193838948
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02527 HWY 22
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RIVERSIDE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052327
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061498
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075184
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt090935
IRS990EZ/CostOfGoodsSoldAmt05267
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014240
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01770
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0219312
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0233552
IRS990EZ/GrossProfitLossSlsOfInvntryAmt055675
IRS990EZ/GrossReceiptsAmt0152475
IRS990EZ/GrossSalesOfInventoryAmt060942
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0598
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0219312
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0233552
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0219312
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0233552
IRS990EZ/OccupancyRentUtltsAndMaintAmt010168
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/PersonNm0MERVIN YODER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEANDER MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATTHEW SCHROCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DELMAR YODER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JONATHAN BEACHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE CHAIRMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MAINTENANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0157814
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0158368
IRS990EZ/OtherExpensesTotalAmt017418
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE K-12 EDUCATION TO 30-40 STUDENTS IN A MANNER CONSISTENT WITH THE AMISH/MENNONITE WAY OF LIFE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING EDUCATION TO 30-40 K-12 STUDENTS IN AN AMISH-MENNONITE ENVIRONMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0124937
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0103612
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0132968
IRS990EZ/TotalProgramServiceExpensesAmt0124937
IRS990EZ/TotalRevenueAmt0147208
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
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
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL DOES NOT SOLICIT STUDENTS, BUT NOTIFIES THE GENERAL PUBLIC OF ITS RACIAL NONDISCRIMINATION POLICY THROUGH ITS REGISTRATION MATERIALS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BUILDING INSURANCE 966 BOOKS & MATERIALS 4,481 FIELD TRIPS 2,574 SCHOOL VAN 1,544 SUPPLIES 7,202 WASTE REMOVAL 651 TOTAL 17,418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT 8,369 8,369 LESS ACCUMULATED DEPRECIATION 8,369 8,369 MONEY MKT INVESTMENTS 157,814 158,368 TOTAL 157,814 158,368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE K-12 EDUCATION TO 30-40 STUDENTS IN A MANNER CONSISTENT WITH THE AMISH/MENNONITE WAY OF LIFE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN BEACHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03193838948
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARON BETHEL SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0420949895
ReturnHeader/Filer/PhoneNum03193838948
ReturnHeader/Filer/USAddress/AddressLine1Txt02262 520TH ST SW
ReturnHeader/Filer/USAddress/CityNm0KALONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052247
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204135047
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONTRAGER TAX ACCT & CONSULT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 448
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0522470448
ReturnHeader/PreparerPersonGrp/PhoneNum03196562614
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL P BONTRAGER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-14T13:00:00-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits