Civic Intelligence

Vonice D Schelling Education Fund

990PF • Fiscal year 2021 • EIN 39-1872371

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 27, 2022

2912 West 3rd StreetCedar Falls, IA 50613

(319) 239-5761

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

5th percentile

-246%

Higher net margin than 5% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

25th percentile

-9.3%

Faster asset growth than 25% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

18%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$13,028

Down $1,334 (-9.3%) from 2020

Net Assets

Down

$13,028

Down $1,334 (-9.3%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue

Up

$542

Up $81 (+18%) from 2020

Expenses

Up

$1,876

Up $1 (+0.1%) from 2020

Net Income

Up

-$1,334

Up $80 (+5.7%) from 2020

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $18,277Liabilities 2011: $02011Assets 2012: $18,632Liabilities 2012: $0Net Assets 2012: $18,6322012Assets 2013: $18,323Liabilities 2013: $1Net Assets 2013: $18,3232013Assets 2014: $23,317Liabilities 2014: $1Net Assets 2014: $23,3172014Assets 2015: $21,063Liabilities 2015: $2Net Assets 2015: $21,0612015Assets 2016: $19,405Liabilities 2016: $0Net Assets 2016: $19,4052016Assets 2017: $18,371Liabilities 2017: $0Net Assets 2017: $18,3712017Assets 2018: $17,280Liabilities 2018: $0Net Assets 2018: $17,2802018Assets 2019: $15,776Liabilities 2019: $1Net Assets 2019: $15,7762019Assets 2020: $14,362Liabilities 2020: $1Net Assets 2020: $14,3622020Assets 2021: $13,028Liabilities 2021: $1Net Assets 2021: $13,0282021Assets 2022: $12,706Liabilities 2022: $1Net Assets 2022: $12,7062022Assets 2023: $11,756Liabilities 2023: $1Net Assets 2023: $11,7562023Assets 2024: $11,078Liabilities 2024: $0Net Assets 2024: $11,0782024

Highlighted filing

2021

Assets$13,028
Liabilities$1
Net Assets$13,028

Operations Trend

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

$10K$5.0K$0-$5.0KRevenue 2011: $1,425Expenses 2011: $2,050Net Income 2011: -$6252011Expenses 2012: $1,7442012Revenue 2013: $1,437Expenses 2013: $1,746Net Income 2013: -$3092013Revenue 2014: $6,739Expenses 2014: $1,745Net Income 2014: $4,9942014Revenue 2015: -$467Expenses 2015: $1,789Net Income 2015: -$2,2562015Revenue 2016: $93Expenses 2016: $1,749Net Income 2016: -$1,6562016Revenue 2017: $406Expenses 2017: $1,750Net Income 2017: -$1,3442017Revenue 2018: $711Expenses 2018: $1,800Net Income 2018: -$1,0892018Revenue 2019: $371Expenses 2019: $1,875Net Income 2019: -$1,5042019Revenue 2020: $461Expenses 2020: $1,875Net Income 2020: -$1,4142020Revenue 2021: $542Expenses 2021: $1,876Net Income 2021: -$1,3342021Revenue 2022: $798Expenses 2022: $1,879Net Income 2022: -$1,0812022Revenue 2023: $928Expenses 2023: $1,878Net Income 2023: -$9502023Revenue 2024: $1,306Expenses 2024: $1,983Net Income 2024: -$6772024

Highlighted filing

2021

Revenue$542
Expenses$1,876
Net Income-$1,334
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 27, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martin SchellingDirector-$0--
Sue SauerDirector-$0--
GAYLORD SCHELLINGPresident-$0--
Diane StakerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Vonice D Schelling Education Fund
EIN
39-1872371
Phone
3192395761
Address
2912 West 3rd Street, Cedar Falls, IA 50613

Signing Officer

Name
Diane Staker
Title
Director
Signed
2022-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Sweet & Hartman Plc
Address
305 MAIN ST, REINBECK, IA 50669
Preparer
Maria L Hartman
Phone
3193456496
Raw XML Appendix249 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.

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ReturnHeader/Filer/USAddress/AddressLine1Txt02912 West 3rd Street
ReturnHeader/Filer/USAddress/CityNm0Cedar Falls
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050613
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861349661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWEET & HARTMAN PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0305 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REINBECK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050669
ReturnHeader/PreparerPersonGrp/PhoneNum03193456496
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maria L Hartman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-27T06:26:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Diane
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Staker
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$1.31$1.98$0.68
2023Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.93$1.88$0.95
2022Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.80$1.88$1.08
2021Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.54$1.88$1.33
2020Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$0.46$1.88$1.41
2019Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.37$1.88$1.50
2018Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$0.71$1.80$1.09
2017Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$0.41$1.75$1.34
2016Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$0.09$1.75$1.66
2015Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$0.47$1.79$2.26
2014Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$6.74$1.75$4.99
2013Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$1.44$1.75$0.31
2012Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.74
2011Summary only. Only limited summary data is available for this year.$18.3$0.00$1.43$2.05$0.63