Civic Intelligence

Southdale I M P a C T

990EZ • Fiscal year 2023 • EIN 42-1444811

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 30, 2024

Organization ProfileCFSCHOOLS.ORG/SCHOOLS/SOUTHDALE/PTA
627 Orchard DrCedar Falls, IA 50613

(319) 404-3016

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

14th percentile

-61%

Higher net margin than 14% of similar nonprofits.

2023 filings • NTEE Z99 • <$500k nonprofits • Source year 2023

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2023 filings • NTEE Z99 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$21,527

Flat from 2023

Net Assets

$21,527

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Flat

$108,797

Flat from 2023

Expenses

Flat

$175,504

Flat from 2023

Net Income

Flat

-$66,707

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2011: $38,602Liabilities 2011: $02011Assets 2012: $33,486Liabilities 2012: $02012Assets 2013: $38,604Liabilities 2013: $02013Assets 2014: $43,028Liabilities 2014: $02014Assets 2015: $15,723Liabilities 2015: $02015Assets 2016: $22,777Liabilities 2016: $02016Assets 2017: $38,564Liabilities 2017: $02017Assets 2018: $34,840Liabilities 2018: $02018Assets 2019: $36,210Liabilities 2019: $02019Assets 2023: $21,527Net Assets 2023: $21,5272023Assets 2023: $21,527Liabilities 2023: $02023Assets 2024: $24,490Liabilities 2024: $02024Assets 2025: $32,309Net Assets 2025: $32,3092025

Highlighted filing

2023

Assets$21,527
Liabilities-
Net Assets$21,527
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2011: $31,138Expenses 2011: $22,620Net Income 2011: $8,5182011Revenue 2012: $33,531Expenses 2012: $38,497Net Income 2012: -$4,9662012Revenue 2013: $28,263Expenses 2013: $23,685Net Income 2013: $4,5782013Revenue 2014: $26,929Expenses 2014: $21,965Net Income 2014: $4,9642014Revenue 2015: $40,293Expenses 2015: $67,598Net Income 2015: -$27,3052015Revenue 2016: $86,356Expenses 2016: $79,302Net Income 2016: $7,0542016Revenue 2017: $53,907Expenses 2017: $38,119Net Income 2017: $15,7882017Revenue 2018: $45,923Expenses 2018: $49,647Net Income 2018: -$3,7242018Revenue 2019: $30,157Expenses 2019: $28,787Net Income 2019: $1,3702019Revenue 2023: $108,797Expenses 2023: $175,504Net Income 2023: -$66,7072023Revenue 2023: $108,797Expenses 2023: $175,504Net Income 2023: -$66,7072023Revenue 2024: $13,274Expenses 2024: $10,310Net Income 2024: $2,9642024Revenue 2025: $33,058Expenses 2025: $25,234Net Income 2025: $7,8242025

Highlighted filing

2023

Revenue$108,797
Expenses$175,504
Net Income-$66,707
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 30, 2024
Return Version
2022v5.0
Gross Receipts
$110,141
Mission and Program Overview

Mission

Provide funding to school/staff/students of southdale elementary

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION RAISES FUNDS TO PROVIDE ESSENTIAL PROGRAMS, MATERIALS, AND ACTIVITIES TO PROMOTE AN EXEMPLARY EDUCATION FOR ALL STUDENTS AT SOUTHDALE ELEMENTARY SCHOOL.$174,481$175,504
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI TIBBENPresident-$0--
ASHLEY FERRELVice Preside-$0--
STACY BRUNSTreasurer-$0--
JENNIFER DIEHLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Southdale Impact
EIN
42-1444811
Phone
3194043016
Address
627 ORCHARD DR, CEDAR FALLS, IA 50613

Signing Officer

Name
Stacy Bruns
Title
Treasurer
Phone
3194043016
Signed
2024-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Hogan - Hansen Pc
Address
1601 GOLDEN ASPEN DRIVE SUITE 107, AMES, IA 50010-8024
Preparer
Nicholas H Aarsen CPA
Phone
5152320533
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“CASH CONTRIBUTION: 7,941”

Form 990-ez, Part I, Line 10

“Name: cedar falls csd address: 1002 west first street cedar falls, ia 50613 cash contribution: 166,540”

Form 990-ez, Part I, Line 16

“Expenses teacher appreciation 1,023 total 1,023”

Raw XML Appendix130 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/PersonNm0STACY BRUNS
IRS990EZ/BooksInCareOfDetail/PhoneNum03194043016
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0627 ORCHARD DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CEDAR FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050613
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088234
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021527
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100371
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-66707
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt088234
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021527
IRS990EZ/FundraisingGrossIncomeAmt09770
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0174481
IRS990EZ/GrossReceiptsAmt0110141
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088234
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021527
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt088234
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021527
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTI TIBBEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEY FERREL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACY BRUNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER DIEHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01023
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FUNDING TO SCHOOL/STAFF/STUDENTS OF SOUTHDALE ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION RAISES FUNDS TO PROVIDE ESSENTIAL PROGRAMS, MATERIALS, AND ACTIVITIES TO PROMOTE AN EXEMPLARY EDUCATION FOR ALL STUDENTS AT SOUTHDALE ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0174481
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0175504
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01344
IRS990EZ/SpecialEventsNetIncomeLossAmt08426
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0175504
IRS990EZ/TotalProgramServiceExpensesAmt0175504
IRS990EZ/TotalRevenueAmt0108797
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CFSCHOOLS.ORG/SCHOOLS/SOUTHDALE/PTA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100371
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0100371
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt08426
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt08426
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92260
IRS990ScheduleA/PublicSupportTotal509Amt0100371
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0100371
IRS990ScheduleA/Total509Grp/TotalAmt0100371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0108797
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0108797
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 7,941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: CEDAR FALLS CSD ADDRESS: 1002 WEST FIRST STREET CEDAR FALLS, IA 50613 CASH CONTRIBUTION: 166,540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES TEACHER APPRECIATION 1,023 TOTAL 1,023
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY BRUNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03194043016
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHDALE IMPACT
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0421444811
ReturnHeader/Filer/PhoneNum03194043016
ReturnHeader/Filer/USAddress/AddressLine1Txt0627 ORCHARD DR
ReturnHeader/Filer/USAddress/CityNm0CEDAR FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050613
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420991212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOGAN - HANSEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 GOLDEN ASPEN DRIVE SUITE 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0500108024
ReturnHeader/PreparerPersonGrp/PhoneNum05152320533
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS H AARSEN CPA
ReturnHeader/ReturnTs02024-10-30T19:36:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,527
Liabilities
-
Net assets
$21,527
Revenue
$108,797
Expenses
$175,504
Net income
-$66,707
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.33$0.25$0.08
2024Summary only. Only limited summary data is available for this year.$0.24$0.00$0.13$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.22$1.09$1.76$0.67
2023Summary only. Only limited summary data is available for this year.$0.22$0.00$1.09$1.76$0.67
2019Summary only. Only limited summary data is available for this year.$0.36$0.00$0.30$0.29$0.01
2018Summary only. Only limited summary data is available for this year.$0.35$0.00$0.46$0.50$0.04
2017Summary only. Only limited summary data is available for this year.$0.39$0.00$0.54$0.38$0.16
2016Summary only. Only limited summary data is available for this year.$0.23$0.00$0.86$0.79$0.07
2015Summary only. Only limited summary data is available for this year.$0.16$0.00$0.40$0.68$0.27
2014Summary only. Only limited summary data is available for this year.$0.43$0.00$0.27$0.22$0.05
2013Summary only. Only limited summary data is available for this year.$0.39$0.00$0.28$0.24$0.05
2012Summary only. Only limited summary data is available for this year.$0.33$0.00$0.34$0.38$0.05
2011Summary only. Only limited summary data is available for this year.$0.39$0.00$0.31$0.23$0.09