Civic Intelligence

Try Pie

990 • Fiscal year 2024 • EIN 82-5090434

Jan 01, 2024 to Dec 31, 2024 • Filed on May 28, 2025

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

51st percentile

3.3%

Higher net margin than 51% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2024

Asset Growth

75th percentile

22%

Faster asset growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

79th percentile

35%

Faster revenue growth than 79% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Up

$245,814

Up $9,761 (+4.1%) from 2023

Net Assets

Up

$245,594

Up $15,720 (+6.8%) from 2023

Liabilities

Down

$220

Down $5,959 (-96%) from 2023

Revenue

Up

$318,157

Up $45,231 (+17%) from 2023

Expenses

Up

$307,613

Up $97,712 (+47%) from 2023

Net Income

Down

$10,544

Down $52,481 (-83%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$245,814
Liabilities$220
Net Assets$245,594

Operations Trend

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

2024

Revenue$318,157
Expenses$307,613
Net Income$10,544
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 28, 2025
Return Version
2024v5.1
Gross Receipts
$422,062
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$206,603$160,152▼ $46,451
Land, Buildings, and Equipment, Net$18,552$69,683▲ $51,131
Accounts Receivable$10,698$15,629▲ $4,931
Cash and Non-Interest-Bearing Accounts$200$350▲ $150
Total Assets$236,053$245,814▲ $9,761
Liabilities
Accounts Payable and Accrued Expenses$6,179$220▼ $5,959
Total Liabilities$6,179$220▼ $5,959
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$178,874$245,594▲ $66,720
Net Assets With Donor Restrictions$51,000$0▼ $51,000
Total Net Assets Fund Balance$229,874$245,594▲ $15,720
Total Liabilities and Net Assets / Fund Balance$236,053$245,814▲ $9,761

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$69,683$108,596$178,279
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Megan TensenVice PresidentFT$14,361$14,361
Sarah HellesoSecretaryFT$14,361$14,361

Board Members and Trustees

NameTitle
Liz NashPresident
Ann LyonsDirector
Dr Wilfred JohnsonDirector
Karla ChestnutDirector
Merrsadiz SmithDirector
Tracy RuckerDirector
Mark IehlTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$193,139
Program Service Revenue
$0
Investment Income
$4,903
Other Revenue
$120,115
All Other Contributions
$193,139
Change in Net Assets
$10,544
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$195,665
Other Expenses$111,948
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$182,491--$182,491
Occupancy$38,530--$38,530
Depreciation Depletion$20,920--$20,920
Office Expenses$6,624$6,636-$13,260
Payroll Taxes$11,767--$11,767
Other Expenses$9,702--$9,702
Advertising$6,280--$6,280
Fees for Services Accounting-$1,800-$1,800
Pension Plan Contributions$1,407--$1,407
Travel$1,364--$1,364
Conferences and Meetings$855--$855
All Other Expenses$697--$697
Total Functional Expenses$299,177$8,436$0$307,613
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
Backup withholding compliance
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
2025-05-28
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
29
Volunteers
196

Preparer

Firm
Creative Planning Tax LLC
Address
100 E PARK AVE STE 300, WATERLOO, IA 50703
Preparer
Michelle M Hekel
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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IRS990ScheduleD/EquipmentGrp/BookValueAmt069683
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0108596
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0178279
IRS990ScheduleD/TotalBookValueLandBuildingsAmt069683
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/TotalAssetsBOYAmt0236053
IRS990/TotalAssetsEOYAmt0245814
IRS990/TotalAssetsGrp/BOYAmt0236053
IRS990/TotalAssetsGrp/EOYAmt0245814
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0193139
IRS990/TotalEmployeeCnt029
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08436
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0299177
IRS990/TotalFunctionalExpensesGrp/TotalAmt0307613
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06179
IRS990/TotalLiabilitiesEOYAmt0220
IRS990/TotalLiabilitiesGrp/BOYAmt06179
IRS990/TotalLiabilitiesGrp/EOYAmt0220
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0229874
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0245594
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0299177
IRS990/TotalReportableCompFromOrgAmt028722
IRS990/TotalRevenueGrp/ExclusionAmt04903
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0120115
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0318157
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0196
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0236053
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0245814
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01364
IRS990/TravelGrp/TotalAmt01364
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH HELLESO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05635065851
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-28
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/AddressLine1Txt0100 E PARK AVE STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERLOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050703
ReturnHeader/PreparerPersonGrp/PhoneNum03192346885
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE M HEKEL
ReturnHeader/ReturnTs02025-06-05T00:01:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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