Civic Intelligence

The Education Foundation of The

EIN 42-1450042 • 501(c)3 • Mason City, IA

Profile

EDUCATIONAL SCHOLARSHIPS

1700 4th Street SEMason City, IA 50401

www.masoncityschools.org/EDFOUNDATION

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.04x

Higher debt load relative to assets than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.15x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

85th percentile

31%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

29%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$3,400,131

Up $796,168 (+31%) from 2024

Liabilities

Up

$120,530

Up $3,831 (+3.3%) from 2024

Net Assets

Up

$3,279,601

Up $792,337 (+32%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin96th percentile

Revenue

Up

$785,100

Up $175,046 (+29%) from 2024

Expenses

Down

$138,185

Down $9,826 (-6.6%) from 2024

Net Income

Up

$646,915

Up $184,872 (+40%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $562,963Liabilities 2011: $37,250Net Assets 2011: $525,7132011Assets 2012: $691,100Liabilities 2012: $46,250Net Assets 2012: $644,8502012Assets 2013: $835,400Liabilities 2013: $40,250Net Assets 2013: $795,1502013Assets 2014: $1,026,599Liabilities 2014: $43,750Net Assets 2014: $982,8492014Assets 2015: $1,171,800Liabilities 2015: $58,000Net Assets 2015: $1,113,8002015Assets 2016: $1,020,791Liabilities 2016: $53,250Net Assets 2016: $967,5412016Assets 2017: $1,111,014Liabilities 2017: $47,250Net Assets 2017: $1,063,7642017Assets 2018: $1,131,684Liabilities 2018: $64,500Net Assets 2018: $1,067,1842018Assets 2019: $1,164,998Liabilities 2019: $80,300Net Assets 2019: $1,084,6982019Assets 2020: $1,192,525Liabilities 2020: $78,250Net Assets 2020: $1,114,2752020Assets 2021: $1,556,258Liabilities 2021: $97,750Net Assets 2021: $1,458,5082021Assets 2022: $1,863,437Liabilities 2022: $101,100Net Assets 2022: $1,762,3372022Assets 2023: $2,048,165Liabilities 2023: $118,525Net Assets 2023: $1,929,6402023Assets 2024: $2,603,963Liabilities 2024: $116,699Net Assets 2024: $2,487,2642024Assets 2025: $3,400,131Liabilities 2025: $120,530Net Assets 2025: $3,279,6012025

Highlighted filing

2025

Assets$3,400,131
Liabilities$120,530
Net Assets$3,279,601
Open 2025 Filing

Operations Trend

Revenue Growth74th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $150,367Expenses 2011: $75,688Net Income 2011: $74,6792011Revenue 2012: $204,523Expenses 2012: $71,333Net Income 2012: $133,1902012Expenses 2013: $81,0352013Revenue 2014: $845,967Expenses 2014: $722,205Net Income 2014: $123,7622014Revenue 2015: $321,576Expenses 2015: $179,616Net Income 2015: $141,9602015Revenue 2016: $190,071Expenses 2016: $322,313Net Income 2016: -$132,2422016Revenue 2017: $125,190Expenses 2017: $77,050Net Income 2017: $48,1402017Revenue 2018: $88,497Expenses 2018: $94,099Net Income 2018: -$5,6022018Revenue 2019: $64,595Expenses 2019: $72,960Net Income 2019: -$8,3652019Revenue 2020: $89,081Expenses 2020: $54,060Net Income 2020: $35,0212020Revenue 2021: $196,260Expenses 2021: $70,782Net Income 2021: $125,4782021Revenue 2022: $151,994Expenses 2022: $102,670Net Income 2022: $49,3242022Revenue 2023: $275,915Expenses 2023: $127,059Net Income 2023: $148,8562023Revenue 2024: $610,054Expenses 2024: $148,011Net Income 2024: $462,0432024Revenue 2025: $785,100Expenses 2025: $138,185Net Income 2025: $646,9152025

Highlighted filing

2025

Revenue$785,100
Expenses$138,185
Net Income$646,915
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$3,400,131
Liabilities
$120,530
Net assets
$3,279,601
Revenue
$785,100
Expenses
$138,185
Net income
$646,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.40$0.12$3.28$0.79$0.14$0.65
2024Detailed filing. Detailed filing data is available for this year.$2.60$0.12$2.49$0.61$0.15$0.46
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.12$1.93$0.28$0.13$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.10$1.76$0.15$0.10$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.10$1.46$0.20$0.07$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.08$1.11$0.09$0.05$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.08$1.08$0.06$0.07$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.06$1.07$0.09$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.05$1.06$0.13$0.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.05$0.97$0.19$0.32$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.06$1.11$0.32$0.18$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.04$0.98$0.85$0.72$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.04$0.80$0.08
2012Summary only. Only limited summary data is available for this year.$0.69$0.05$0.64$0.20$0.07$0.13
2011Summary only. Only limited summary data is available for this year.$0.56$0.04$0.53$0.15$0.08$0.07
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
$785,100
Mission and Program Overview

Mission

EDUCATIONAL SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,487,264$3,279,601▲ $792,337
Investments in Publicly Traded Securities$1,741,718$3,189,099▲ $1,447,381
Savings and Temporary Cash Investments$862,244$211,032▼ $651,212
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$2,603,963$3,400,131▲ $796,168
Liabilities
Grants Payable$116,699$120,530▲ $3,831
Total Liabilities$116,699$120,530▲ $3,831
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,487,264$3,279,601▲ $792,337
Total Liabilities and Net Assets / Fund Balance$2,603,963$3,400,131▲ $796,168

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,929,640$523,234▲ $181,109$9,169$2,487,263
2022$1,762,337$212,943▲ $80,213$8,878$1,929,640
2021$1,458,509$96,349▲ $308,852$8,572$1,762,337
2020$1,114,276$163,375▲ $249,673$5,965$1,458,509
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Jay LalaPresident
Heidi MarquardtDirector
Jodi DraperDirector
John BarronDirector
Josh CongelloDirector
KELLEY O'ROURKEDirector
Karla WymoreDirector
Linda MuthDirector
Vanessa YoungDirector
Kristin BuehnerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$629,723
Program Service Revenue
$0
Investment Income
$155,377
Other Revenue
$0
All Other Contributions
$629,723
Change in Net Assets
$646,915
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$128,311
Other Expenses$9,874
Total Fundraising Expense$1,406
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$118,681--$118,681
Grants to Domestic Orgs$9,630--$9,630
Fees for Services Accounting-$2,925-$2,925
Fees for Services Management-$1,406$1,406$2,812
Other Expenses-$429-$429
All Other Expenses-$370-$370
Total Functional Expenses$128,311$8,468$1,406$138,185
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
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
Yes
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, Page 6, Part VI, Line 11B

“A copy of form 990 and related schedules is provided to and reviewed by the board of directors prior to filing of the return.”

Form 990, Page 6, Part VI, Line 15A

“Governing body reviews and approves compensation to be paid to the development director.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Education Foundation of the
EIN
42-1450042
Phone
6414214401
Address
1700 4TH STREET SE, MASON CITY, IA 50401

Signing Officer

Name
Jay Lala
Title
President
Phone
6414214401
Signed
2025-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Lala
Formed
1996
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Gogerty & Associates Plc
Address
103 EAST STATE SUITE 619, MASON CITY, IA 50401
Preparer
Eric J Gogerty
Phone
6414238000
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING BODY REVIEWS AND APPROVES COMPENSATION TO BE PAID TO THE DEVELOPMENT DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAY LALA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06414214401
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDUCATION FOUNDATION OF THE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MASON CITY PUBLIC SCHOOLS
ReturnHeader/Filer/BusinessNameControlTxt0EDUC
ReturnHeader/Filer/EIN0421450042
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC J GOGERTY
ReturnHeader/ReturnTs02025-08-13T14:24:17-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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