Civic Intelligence

Southdale I M P a C T

990EZ • Fiscal year 2024 • EIN 42-1444811

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 01, 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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

71st percentile

22%

Higher net margin than 71% of similar nonprofits.

2024 filings • NTEE Z99 • <$500k nonprofits • Source year 2024

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.

2024 filings • NTEE Z99 • <$500k nonprofits • Source year 2024

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2024 filings • NTEE Z99 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-88%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • NTEE Z99 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$24,490

Flat from 2024

Net Assets

$24,490

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Flat

$13,274

Flat from 2024

Expenses

Flat

$10,310

Flat from 2024

Net Income

Flat

$2,964

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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: $21,527Liabilities 2023: $02023Assets 2024: $24,490Net Assets 2024: $24,4902024Assets 2024: $24,490Liabilities 2024: $02024Assets 2025: $32,309Net Assets 2025: $32,3092025

Highlighted filing

2024

Assets$24,490
Liabilities-
Net Assets$24,490
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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 2024: $13,274Expenses 2024: $10,310Net Income 2024: $2,9642024Revenue 2024: $13,274Expenses 2024: $10,310Net Income 2024: $2,9642024Revenue 2025: $33,058Expenses 2025: $25,234Net Income 2025: $7,8242025

Highlighted filing

2024

Revenue$13,274
Expenses$10,310
Net Income$2,964
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 1, 2024
Return Version
2023v5.0
Gross Receipts
$19,476
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.$8,215$10,310
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI TIBBENPresident-$0--
ASHLEY FERRELVice Preside-$0--
STACY BRUNSTreasurer-$0--
SARA GIENAUSecretary-$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
2024-11-01
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: 8,215”

Form 990-ez, Part I, Line 16

“Expenses teacher appreciation 2,095 total 2,095”

Raw XML Appendix126 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/AddressLine1Txt04908 ADDISON DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CEDAR FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050613
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021526
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024490
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04816
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02964
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021526
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024490
IRS990EZ/FundraisingGrossIncomeAmt014660
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08215
IRS990EZ/GrossReceiptsAmt019476
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021526
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024490
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021526
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024490
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/PersonNm3SARA GIENAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02095
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/GrantsAndAllocationsAmt08215
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010310
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06202
IRS990EZ/SpecialEventsNetIncomeLossAmt08458
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010310
IRS990EZ/TotalProgramServiceExpensesAmt010310
IRS990EZ/TotalRevenueAmt013274
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CFSCHOOLS.ORG/SCHOOLS/SOUTHDALE/PTA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04816
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100371
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0105187
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt07458
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt08426
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt015884
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86880
IRS990ScheduleA/PublicSupportPY509Pct00.92260
IRS990ScheduleA/PublicSupportTotal509Amt0105187
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100371
IRS990ScheduleA/Total509Grp/TotalAmt0105187
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012274
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0108797
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0121071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 8,215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TEACHER APPRECIATION 2,095 TOTAL 2,095
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/SignatureDt02024-11-01
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/PreparationDt02024-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS H AARSEN CPA
ReturnHeader/ReturnTs02024-11-04T15:48:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,490
Liabilities
-
Net assets
$24,490
Revenue
$13,274
Expenses
$10,310
Net income
$2,964
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
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.13$0.10$0.03
2024Summary only. Only limited summary data is available for this year.$0.24$0.00$0.13$0.10$0.03
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