Civic Intelligence

Roland-Story Parent Teacher Organization

EIN 42-1409004 • 501(c)3 • Story City, IA

Profile

To provide extra support for the Roland-Story School District by funding field trips and supplying classroom needs not met by the school general budget

900 Hillcrest DrStory City, IA 50248

www.rolandstorypto.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

8th percentile

-134%

Higher net margin than 8% 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

23rd percentile

-39%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

15th percentile

-60%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$60,828

Down $39,679 (-39%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$60,828

Down $39,679 (-39%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin8th percentile

Revenue

Down

$29,576

Down $44,532 (-60%) from 2024

Expenses

Up

$69,255

Up $1,110 (+1.6%) from 2024

Net Income

Down

-$39,679

Down $45,642 (-765%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$150K$100K$50K$0Assets 2011: $37,153Liabilities 2011: $02011Assets 2012: $39,282Liabilities 2012: $0Net Assets 2012: $39,2822012Assets 2013: $47,187Liabilities 2013: $0Net Assets 2013: $47,1872013Assets 2014: $54,324Liabilities 2014: $0Net Assets 2014: $54,3242014Assets 2015: $56,692Liabilities 2015: $0Net Assets 2015: $56,6922015Assets 2016: $47,681Liabilities 2016: $0Net Assets 2016: $47,6812016Assets 2017: $44,825Liabilities 2017: $0Net Assets 2017: $44,8252017Assets 2018: $44,420Liabilities 2018: $0Net Assets 2018: $44,4202018Assets 2019: $60,131Liabilities 2019: $0Net Assets 2019: $60,1312019Assets 2020: $87,041Liabilities 2020: $0Net Assets 2020: $87,0412020Assets 2021: $59,665Liabilities 2021: $0Net Assets 2021: $59,6652021Assets 2022: $128,487Liabilities 2022: $0Net Assets 2022: $128,4872022Assets 2023: $94,544Liabilities 2023: $0Net Assets 2023: $94,5442023Assets 2024: $100,507Liabilities 2024: $0Net Assets 2024: $100,5072024Assets 2025: $60,828Liabilities 2025: $0Net Assets 2025: $60,8282025

Highlighted filing

2025

Assets$60,828
Liabilities$0
Net Assets$60,828
Open 2025 Filing

Operations Trend

Revenue Growth15th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $30,195Expenses 2011: $30,657Net Income 2011: -$4622011Revenue 2012: $28,021Expenses 2012: $25,892Net Income 2012: $2,1292012Revenue 2013: $36,826Expenses 2013: $28,921Net Income 2013: $7,9052013Revenue 2014: $35,690Expenses 2014: $28,553Net Income 2014: $7,1372014Revenue 2015: $34,972Expenses 2015: $32,604Net Income 2015: $2,3682015Revenue 2016: $26,004Expenses 2016: $35,015Net Income 2016: -$9,0112016Revenue 2017: $31,153Expenses 2017: $34,009Net Income 2017: -$2,8562017Revenue 2018: $26,313Expenses 2018: $26,718Net Income 2018: -$4052018Revenue 2019: $44,349Expenses 2019: $28,638Net Income 2019: $15,7112019Revenue 2020: $58,792Expenses 2020: $31,882Net Income 2020: $26,9102020Revenue 2021: $50,049Expenses 2021: $77,425Net Income 2021: -$27,3762021Revenue 2022: $108,707Expenses 2022: $39,885Net Income 2022: $68,8222022Revenue 2023: $29,944Expenses 2023: $63,887Net Income 2023: -$33,9432023Revenue 2024: $74,108Expenses 2024: $68,145Net Income 2024: $5,9632024Revenue 2025: $29,576Expenses 2025: $69,255Net Income 2025: -$39,6792025

Highlighted filing

2025

Revenue$29,576
Expenses$69,255
Net Income-$39,679
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$60,828
Liabilities
$0
Net assets
$60,828
Revenue
$29,576
Expenses
$69,255
Net income
-$39,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.30$0.69$0.40
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.74$0.68$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.30$0.64$0.34
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$1.09$0.40$0.69
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.50$0.77$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.59$0.32$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.44$0.29$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.26$0.27$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.31$0.34$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.26$0.35$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.35$0.33$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.36$0.29$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$0.37$0.29$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$0.28$0.26$0.02
2011Summary only. Only limited summary data is available for this year.$0.37$0.00$0.30$0.31$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$33,030
Mission and Program Overview

Mission

To provide extra support for the Roland-Story School District by funding field trips and supplying classroom needs not met by the school general budget

To provide extra support for the Roland-Story School District by funding field trips and supplying classroom needs not met by the school general budget.

Program Services

DescriptionGrantsExpenses
$33,397 was given to Roland-Story Elementary through teacher and building requests. Over 400 students at the Elementary School benefited from learning materials and supplies and field trips.$33,397$0
$31,680 was given to Roland-Story Middle School through teacher and building requests. Over 300 students at the Middle School benefited from learning materials and supplies and field trips.$31,680$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maddie SeversonPresidentPT$0--
Billie KoesterVice PresidentPT$0--
Katherine BangertTreasurerPT$0--
Anja DoolittleSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Roland-story Parent Teacher Organization
EIN
42-1409004
Phone
5152318850
Address
900 Hillcrest Dr, Story City, IA 50248

Signing Officer

Name
Katie Bangert
Title
Treasurer
Phone
5152318850
Signed
2025-11-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Teacher appreciation 1,977.13, Teacher recognition 1301.21, Teacher suppers 179.71, New school year events 297.79”

Raw XML Appendix177 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Katherine Bangert
IRS990EZ/BooksInCareOfDetail/PhoneNum05152318850
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0806 Crestview Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Story City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050248
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0100507
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060828
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt030403
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-39679
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0100507
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060828
IRS990EZ/FundraisingGrossIncomeAmt02483
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt065077
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt033030
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0144
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0100507
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060828
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0100507
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060828
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Maddie Severson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Billie Koester
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Katherine Bangert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Anja Doolittle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03756
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide extra support for the Roland-Story School District by funding field trips and supplying classroom needs not met by the school general budget.
IRS990EZ/PrintingPublicationsPostageAmt0422
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0$31,680 was given to Roland-Story Middle School through teacher and building requests. Over 300 students at the Middle School benefited from learning materials and supplies and field trips.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1$33,397 was given to Roland-Story Elementary through teacher and building requests. Over 400 students at the Elementary School benefited from learning materials and supplies and field trips.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031680
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt133397
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt03454
IRS990EZ/SpecialEventsNetIncomeLossAmt0-971
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt069255
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt029576
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt068052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt095481
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt040772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0263193
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0153
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0188
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt094
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0115
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02628
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024048
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt023539
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021711
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt077284
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0153
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0188
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0115
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0550
IRS990ScheduleA/InvestmentIncomeCYPct00.00161
IRS990ScheduleA/InvestmentIncomePYPct00.00171
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99839
IRS990ScheduleA/PublicSupportPY509Pct00.99829
IRS990ScheduleA/PublicSupportTotal509Amt0340477
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032658
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt092100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034216
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0119020
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062483
IRS990ScheduleA/Total509Grp/TotalAmt0340477
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032658
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt092253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt034404
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0119114
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt062598
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0341027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher appreciation 1,977.13, Teacher recognition 1301.21, Teacher suppers 179.71, New school year events 297.79
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Katie Bangert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05152318850
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROLAND-STORY PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0ROLA
ReturnHeader/Filer/EIN0421409004
ReturnHeader/Filer/PhoneNum05152318850
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 Hillcrest Dr
ReturnHeader/Filer/USAddress/CityNm0Story City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050248
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-14T16:33:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.