Iowa School Finance Information Services
Iowa School Finance Information Services (ISFIS) is a Des Moines-based firm providing subscription financial analysis tools, data platforms, and consulting services exclusively to Iowa's K-12 public school districts, with deep expertise in state-specific school funding regulations, GASB compliance, and legislative advocacy.
- Company typePrivate
- Founded2009
- HeadquartersDes Moines, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Iowa School Finance Information Services does
Iowa School Finance Information Services (ISFIS, Inc.) is a privately held consulting and software firm founded in 2009 and headquartered in Des Moines, Iowa, that sells subscription-based financial analysis tools, data platforms, and consulting services exclusively to Iowa's K-12 public school districts. The company is built around Iowa-specific regulatory expertise accumulated by its founders through prior roles at the Iowa Legislative Fiscal Bureau and the Iowa Association of School Boards (IASB). ISFIS operates with a small professional team of approximately 8 staff members, structured as a partnership that has undergone multiple generational transitions since 2020.
The core offering is the ISFIS Finance Subscription, an annual subscription granting access to a proprietary School Finance Tool Suite that includes the 5-Year Comprehensive Financial Projection Model (CFPM, co-developed with Piper Sandler), the Financial Analysis Comparison Tool (FACT), an Interactive Mapping Tool, Cash Flow Management, Budget Projection calculators, Salary Schedule Costing, Property Tax Calculators, and Enrollment Data. Beyond the core suite, ISFIS bundles partner-delivered services including GASB 75 OPEB actuarial valuations (with VIA Actuarial Solutions), Equipment Maintenance Insurance (with Jester Insurance and SU Insurance Company), the Iowa LGRP Natural Gas budget-stability program (with WoodRiver Energy), Board/Policy online hosting, Grundmeyer Leader Services for administrative searches, and background checks (via 3rd Degree Screening). Web-based delivery, weekly legislative session SitRep webinars, and unlimited phone/email support from named Iowa-policy experts are the principal touch points.
Revenue is generated primarily through annual subscription fees, supplemented by reduced-fee onsite consulting (merger/sharing arrangements, levy elections, strategic planning), partner program commissions and pass-through fees, and add-on module pricing (CFPM Pro, Policy Subscription). Go-to-market is sales-led and relationship-driven: direct outreach to superintendents, business managers, and school board members, amplified through distribution partnerships with Rural School Advocates of Iowa (RSAI) and the Urban Education Network of Iowa (UEN), which collectively cover the entire rural/urban Iowa K-12 market. Pricing is not publicly disclosed.
Iowa School Finance Information Services firmographics
Firmographics- Name
- Iowa School Finance Information Services
- Legal name
- ISFIS, Inc.
- Website
- https://iowaschoolfinance.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Iowa School Finance Information Services (ISFIS) is a Des Moines-based firm providing subscription financial analysis tools, data platforms, and consulting services exclusively to Iowa's K-12 public school districts, with deep expertise in state-specific school funding regulations, GASB compliance, and legislative advocacy.
- Ownership category
- akta.pro rank
Where Iowa School Finance Information Services is headquartered
LocationHeadquarters
- HQ city
- Des Moines
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Iowa School Finance Information Services business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Others
Revenue model
- Finance Subscription: Annual subscription model providing access to school finance tools, FACT tool, CFPM model, webinars, unlimited phone/email support, virtual board presentations, and discounted onsite consulting. Basic subscription is the primary revenue stream.
- Onsite Consulting Services: Reduced-fee consulting services for district-specific projects including merger/sharing arrangements, levy elections (PPEL, ISL, bond issues), strategic planning, and policy guidance.
- GASB 75 Compliance Services: OPEB valuation services provided in partnership with VIA Actuarial Solutions. Standard valuations, roll-forward reports, and Alternative Measurement Method (AMM) reports.
- CFPM Pro Model Upgrade: Advanced version of the Comprehensive Financial Projection Model available for additional fee beyond basic subscription.
- Policy Subscription/Board Hosting: Online board/policy hosting services with flat annual fee for school district policy management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Basic Finance Subscription with comprehensive tool access |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels9 records
Iowa School Finance Information Services product offering
Product offeringCore offering
ISFIS provides a subscription-based suite of proprietary web-based financial analysis tools and consulting services exclusively to Iowa K-12 public school districts. The core Finance Subscription includes the Comprehensive Financial Projection Model (CFPM), FACT benchmarking tool, interactive mapping, cash flow and budget projection tools, salary costing, property tax calculators, and enrollment data, supplemented by weekly Situation Report webinars and unlimited expert phone/email support. Additional offerings include GASB 75 OPEB valuation services, Board/Policy online hosting, equipment maintenance insurance, natural gas risk pool programs, and consulting on levy elections and policy.
Product overview
Iowa School Finance Information Services (ISFIS) offers a subscription-based platform providing electronic finance tools and financial consulting services to Iowa public schools. The core ISFIS Finance Subscription includes the Comprehensive Financial Projection Model (CFPM), Financial Analysis Comparison Tool (FACT), Interactive Mapping Tool, Cash Flow Management, Budget Projection Tools, Salary Schedule Costing, Property Tax Calculators, and Enrollment Data services. Additional premium offerings include GASB 75 OPEB Valuation Services (partnered with VIA Actuarial Solutions), Equipment Maintenance Insurance (through Jester Insurance/SU Insurance), Iowa LGRP Natural Gas Program (through WoodRiver Energy), Board/Policy Online Hosting, and Grundmeyer Leader Services for administrative recruitment. The platform also provides webinars, training workshops, legislative advocacy, and unlimited phone/email support as part of the subscription model.
Differentiator
Problem solved
Functional benefit
Products and services
- ISFIS Finance Subscription Annual subscription service that gives Iowa K-12 public school districts access to the School Finance Tool Suite (including CFPM, FACT, Mapping Tool, Cash Flow, Budget Projections, Salary Costing, Property Tax Calculators, and Enrollment Data), weekly Situation Report webinars during legislative sessions, unlimited phone/email expert support, virtual board presentations, and reduced-fee onsite consulting. Targeted at district superintendents, business managers, and board members.
- Comprehensive Financial Projection Model (CFPM) 5-year financial projection model created in partnership with Piper Sandler for Iowa school districts. Available in a Basic version free with the ISFIS Finance Subscription, and a Pro Model available for an additional fee. Used for multi-year district budget forecasting.
- Financial Analysis Comparison Tool (FACT)
Quantifiable outcome
- Hundreds of OPEB Valuations completed through GASB 75 partnership
- +1 more outcomes
Companies that use Iowa School Finance Information Services
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles1 record
Iowa School Finance Information Services technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature6 records
Iowa School Finance Information Services partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core, flagship and minor.
- Iowa Local Government Risk Pool (LGRP)core28E entity founded by K-12 Public School Districts to provide natural gas budget stability. ISFIS and WoodRiver Energy service the pool. Districts pay lump sum premium to cover all gas service requirements for the year.
- Rural School Advocates of Iowa (RSAI)coreISFIS partners with RSAI on all legislative session actions impacting schools. Margaret Buckton serves as Professional Advocate for RSAI. RSAI provides advocacy services for rural Iowa school districts with ISFIS providing school finance expertise.
- Urban Education Network of Iowa (UEN)coreISFIS partners with UEN on legislative tracking and policy development. Margaret Buckton serves as Executive Director for UEN. UEN advocates for urban Iowa schools with ISFIS providing financial analysis and expertise.
- WoodRiver EnergycoreEnergy service partner for Iowa LGRP natural gas program. Manages energy procurement and risk for participating school districts. Contact: (888) 510-9315, Athena Simpson.
- Piper SandlerflagshipFinancial services firm partnered with ISFIS to create the 5-Year Comprehensive Financial Projection Model (CFPM). Provides expertise in financial modeling for school districts.
- Jester Insurance ServicescoreInsurance partner offering Equipment Maintenance Insurance Program through SU Insurance Company. Helps schools move equipment repair costs from general fund to management fund. Contacts: Nolan Grimm, Debra Pekarek, Melissa Kauffman.
- SU Insurance CompanycoreInsurance carrier for Equipment Maintenance Insurance Program offered through Jester Insurance. Covers over 75 categories and 500 types of electronic equipment for school districts.
- VIA Actuarial Solutions (formerly Van Iwaarden Associates)coreActuarial firm partnered with ISFIS to offer GASB 75 OPEB Compliance Service. Founded in 1991, serves over 500 public sector entities. Provides actuarial valuations for retiree medical, drug, dental, vision, life, long-term disability, and long-term care benefits.
- Grundmeyer Leader Services (GLS)coreLeader search services partnership to help Iowa school districts recruit, interview, and hire administrators. Newly hired administrators receive financial review with ISFIS. Founded 2013 by Trent Grundmeyer, specializes in hiring superintendents, principals, athletic directors, and school business officials.
- 3rd Degree ScreeningminorBackground check services partner for school districts through ISFIS School Solutions.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
Iowa School Finance Information Services competitors and assessment
Company assessmentMarket position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Iowa School Finance Information Services social profiles
Digital presenceIowa School Finance Information Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Iowa School Finance Information Services leadership team
Management profileNumber of profiles
Profiles8 records
Iowa School Finance Information Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Iowa School Finance Information Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Iowa School Finance Information Services
What does Iowa School Finance Information Services do?
ISFIS provides a subscription-based suite of proprietary web-based financial analysis tools and consulting services exclusively to Iowa K-12 public school districts. The core Finance Subscription includes the Comprehensive Financial Projection Model (CFPM), FACT benchmarking tool, interactive mapping, cash flow and budget projection tools, salary costing, property tax calculators, and enrollment data, supplemented by weekly Situation Report webinars and unlimited expert phone/email support. Additional offerings include GASB 75 OPEB valuation services, Board/Policy online hosting, equipment maintenance insurance, natural gas risk pool programs, and consulting on levy elections and policy.
Is Iowa School Finance Information Services a public or private company?
Iowa School Finance Information Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Iowa School Finance Information Services founded?
Iowa School Finance Information Services was founded in 2009. It employs 1 to 10 people.
Where is Iowa School Finance Information Services based?
Iowa School Finance Information Services is headquartered in Des Moines, United States, in the North America region.
How does Iowa School Finance Information Services make money?
Five revenue lines are on record. Finance Subscription is the primary driver. The others are onsite Consulting Services, GASB 75 Compliance Services, CFPM Pro Model Upgrade and policy Subscription/Board Hosting.
Does Iowa School Finance Information Services have an API?
No public API is recorded for Iowa School Finance Information Services.