Civic Intelligence

Try Pie

990 • Fiscal year 2023 • EIN 82-5090434

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 07, 2024

Organization ProfileWWW.TRYPIE.ORG
522 Mulberry StreetWaterloo, IA 50703

(319) 343-7080

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

84th percentile

44%

Faster asset growth than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

55%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$236,053

Up $71,751 (+44%) from 2022

Net Assets

Up

$229,874

Up $65,572 (+40%) from 2022

Liabilities

Up

$6,179

Up $6,179 from 2022

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin76th percentile

Revenue

Up

$272,926

Up $97,317 (+55%) from 2022

Expenses

Up

$209,901

Up $16,456 (+8.5%) from 2022

Net Income

Up

$63,025

Up $80,861 (+453%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$400K$300K$200K$100K$0Assets 2018: $126,787Liabilities 2018: $36,021Net Assets 2018: $90,7662018Assets 2019: $154,703Liabilities 2019: $1,085Net Assets 2019: $153,6182019Assets 2020: $162,128Liabilities 2020: $579Net Assets 2020: $161,5492020Assets 2021: $186,243Liabilities 2021: $0Net Assets 2021: $186,2432021Assets 2022: $164,302Liabilities 2022: $0Net Assets 2022: $164,3022022Assets 2023: $236,053Liabilities 2023: $6,179Net Assets 2023: $229,8742023Assets 2024: $245,814Liabilities 2024: $220Net Assets 2024: $245,5942024Assets 2025: $380,341Liabilities 2025: $7,808Net Assets 2025: $372,5332025

Highlighted filing

2023

Assets$236,053
Liabilities$6,179
Net Assets$229,874
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

$600K$400K$200K$0-$200KRevenue 2018: $54,237Expenses 2018: $26,738Net Income 2018: $27,4992018Revenue 2019: $101,369Expenses 2019: $38,517Net Income 2019: $62,8522019Revenue 2020: $56,135Expenses 2020: $48,204Net Income 2020: $7,9312020Revenue 2021: $158,086Expenses 2021: $133,392Net Income 2021: $24,6942021Revenue 2022: $175,609Expenses 2022: $193,445Net Income 2022: -$17,8362022Revenue 2023: $272,926Expenses 2023: $209,901Net Income 2023: $63,0252023Revenue 2024: $318,157Expenses 2024: $307,613Net Income 2024: $10,5442024Revenue 2025: $456,488Expenses 2025: $331,215Net Income 2025: $125,2732025

Highlighted filing

2023

Revenue$272,926
Expenses$209,901
Net Income$63,025
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 7, 2024
Return Version
2023v4.0
Gross Receipts
$462,685
Mission and Program Overview

Mission

Empowering a diverse group of teen girls in life and leadership skills through meaningful work.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$122,368$206,603▲ $84,235
Land, Buildings, and Equipment, Net$35,579$18,552▼ $17,027
Accounts Receivable$6,355$10,698▲ $4,343
Cash and Non-Interest-Bearing Accounts-$200-
Total Assets$164,302$236,053▲ $71,751
Liabilities
Accounts Payable and Accrued Expenses-$6,179-
Total Liabilities$0$6,179▲ $6,179
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$164,302$178,874▲ $14,572
Net Assets With Donor Restrictions-$51,000-
Total Net Assets Fund Balance$164,302$229,874▲ $65,572
Total Liabilities and Net Assets / Fund Balance$164,302$236,053▲ $71,751

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,552$87,676$106,228
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Pat OehlerPresident
Megan TensenVice President
Bridget SaffoldDirector
Karla ChestnutDirector
Liz NashDirector
Reshonda YoungDirector
Siese LiaDirector Thru Aug 23
Sarah HellesoSecretary
Mark IehlTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$179,405
Program Service Revenue
$0
Investment Income
$2,919
Other Revenue
$90,602
All Other Contributions
$179,405
Change in Net Assets
$63,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$137,071
Other Expenses$72,830
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$124,601--$124,601
Occupancy$22,558--$22,558
Depreciation Depletion$17,028--$17,028
Other Expenses$15,659--$15,659
Payroll Taxes$9,583--$9,583
Office Expenses$1,870$5,073-$6,943
All Other Expenses$3,708--$3,708
Advertising$3,416--$3,416
Pension Plan Contributions$2,887--$2,887
Fees for Services Accounting-$2,190-$2,190
Travel$837--$837
Conferences and Meetings$491--$491
Total Functional Expenses$202,638$7,263$0$209,901
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
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board of directors reviewed the 990 prior to it being finalized and submitted.”

Form 990, Part VI, Section B, Line 12C

“Updated conflict of interest statements are secured from each board member annually. If any member checks that a conflict exists, the governance committee reviews the situation in depth and updates the full board, who makes a determination as to whether or not there truly is a conflict and takes appropriate action if necessary.”

Form 990, Part VI, Section C, Line 19

“All of the organization's governing documents, conflict of interest policy, and financial statements that are considered public information are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Try Pie
EIN
82-5090434
Phone
3193437080
Address
522 MULBERRY STREET, WATERLOO, IA 50703

Signing Officer

Name
Sarah Helleso
Title
Secretary
Phone
5635065851
Signed
2024-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Helleso
Formed
2018
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
28
Volunteers
130

Preparer

Firm
Creative Planning Tax LLC
Address
PO BOX 2100, WATERLOO, IA 50704-2100
Preparer
Brian Aronson CPA
Phone
3192346885
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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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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt018552
IRS990ScheduleD/EquipmentGrp/DepreciationAmt087676
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0106228
IRS990ScheduleD/TotalBookValueLandBuildingsAmt018552
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWED THE 990 PRIOR TO IT BEING FINALIZED AND SUBMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPDATED CONFLICT OF INTEREST STATEMENTS ARE SECURED FROM EACH BOARD MEMBER ANNUALLY. IF ANY MEMBER CHECKS THAT A CONFLICT EXISTS, THE GOVERNANCE COMMITTEE REVIEWS THE SITUATION IN DEPTH AND UPDATES THE FULL BOARD, WHO MAKES A DETERMINATION AS TO WHETHER OR NOT THERE TRULY IS A CONFLICT AND TAKES APPROPRIATE ACTION IF NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS THAT ARE CONSIDERED PUBLIC INFORMATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0164302
IRS990/TotalAssetsEOYAmt0236053
IRS990/TotalAssetsGrp/BOYAmt0164302
IRS990/TotalAssetsGrp/EOYAmt0236053
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0179405
IRS990/TotalEmployeeCnt028
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07263
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0202638
IRS990/TotalFunctionalExpensesGrp/TotalAmt0209901
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt06179
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt06179
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0164302
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0229874
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0202638
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02919
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt090602
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0272926
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0130
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0164302
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0236053
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0837
IRS990/TravelGrp/TotalAmt0837
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0522 MULBERRY STREET
IRS990/USAddress/CityNm0WATERLOO
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050703
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.TRYPIE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH HELLESO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05635065851
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRY PIE
ReturnHeader/Filer/BusinessNameControlTxt0TRYP
ReturnHeader/Filer/EIN0825090434
ReturnHeader/Filer/PhoneNum03193437080
ReturnHeader/Filer/USAddress/AddressLine1Txt0522 MULBERRY STREET
ReturnHeader/Filer/USAddress/CityNm0WATERLOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050703
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERLOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0507042100
ReturnHeader/PreparerPersonGrp/PhoneNum03192346885
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN ARONSON CPA
ReturnHeader/ReturnTs02024-03-14T11:22:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELLESO
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$236,053
Liabilities
$6,179
Net assets
$229,874
Revenue
$272,926
Expenses
$209,901
Net income
$63,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.80$0.08$3.73$4.56$3.31$1.25
2024Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$3.18$3.08$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.06$2.30$2.73$2.10$0.63
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$1.76$1.93$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$1.58$1.33$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.62$0.56$0.48$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.01$1.54$1.01$0.39$0.63
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.36$0.91$0.54$0.27$0.27