Civic Intelligence

Shell Rock Community Trust

990PF • Fiscal year 2022 • EIN 42-1402565

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 01, 2023

Organization ProfileN/A
PO Box 385Shell Rock, IA 50670

(319) 239-0916

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

12th percentile

-15%

Faster asset growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-3.0%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,325,099

Down $236,973 (-15%) from 2021

Net Assets

Down

$1,325,099

Down $236,973 (-15%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Down

$78,525

Down $2,403 (-3.0%) from 2021

Expenses

Down

$9,323

Down $45,238 (-83%) from 2021

Net Income

Up

$69,202

Up $42,835 (+162%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2016: $1,056,818Liabilities 2016: $0Net Assets 2016: $1,056,8182016Assets 2017: $1,192,905Liabilities 2017: $0Net Assets 2017: $1,192,9052017Assets 2018: $1,291,470Liabilities 2018: $0Net Assets 2018: $1,291,4702018Assets 2019: $1,472,544Liabilities 2019: $0Net Assets 2019: $1,472,5442019Assets 2020: $1,377,730Liabilities 2020: $0Net Assets 2020: $1,377,7302020Assets 2021: $1,562,072Liabilities 2021: $0Net Assets 2021: $1,562,0722021Assets 2022: $1,325,099Liabilities 2022: $0Net Assets 2022: $1,325,0992022Assets 2023: $1,568,467Liabilities 2023: $0Net Assets 2023: $1,568,4672023Assets 2024: $1,790,290Liabilities 2024: $0Net Assets 2024: $1,790,2902024

Highlighted filing

2022

Assets$1,325,099
Liabilities$0
Net Assets$1,325,099
Open 2022 Filing

Operations Trend

Revenue Growth35th percentile

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

$1.0M$500K$0-$500KRevenue 2016: $617,011Expenses 2016: $89Net Income 2016: $616,9222016Revenue 2017: $41,986Expenses 2017: $5,076Net Income 2017: $36,9102017Revenue 2018: $250,888Expenses 2018: $131Net Income 2018: $250,7572018Revenue 2019: $70,169Expenses 2019: $77,230Net Income 2019: -$7,0612019Revenue 2020: $59,832Expenses 2020: $264,528Net Income 2020: -$204,6962020Revenue 2021: $80,928Expenses 2021: $54,561Net Income 2021: $26,3672021Revenue 2022: $78,525Expenses 2022: $9,323Net Income 2022: $69,2022022Revenue 2023: $57,902Expenses 2023: $1,552Net Income 2023: $56,3502023Revenue 2024: $101,635Expenses 2024: $16,911Net Income 2024: $84,7242024

Highlighted filing

2022

Revenue$78,525
Expenses$9,323
Net Income$69,202
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 1, 2023
Return Version
2022v5.0
Mission and Program Overview

Mission

Shell rock community trust was formed for the improvement of the community of the city of shell rock, iowa and the immediate surrounding area. Specific purposes and goals include (1) providing financial assistance for the charitable institutions in the shell rock community; (2) providing financial support for programs and projects to improve the conditions of the shell rock community, such as supporting existing parks, recreation programs, the local city swimming pool; supporting the development of new parks and recreation facilities; supporting local beautification and tree-planting projects; supporting the city library; and supporting the local community building; (3) providing financial support for such community services as the local fire department and ambulance service; and (4) providing financial support for educational projects, including the local school.

Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY YOUNGPresident/Tr-$0--
DUANE HARMSVP,Treasurer-$0--
SUSANNE DEIKESecretary/Tr-$0--
ELLEN DAYTrustee-$0--
JIM WILLSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Shell Rock Community Trust
EIN
42-1402565
Phone
3192390916
Address
PO BOX 385, SHELL ROCK, IA 50670

Signing Officer

Name
Duane Harms
Title
VP,treasurer/trustee
Phone
3198309297
Signed
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Carney Alexander Marold & Co Llp
Address
PO BOX 1290, WATERLOO, IA 50704-1290
Preparer
David J Rogers
Phone
3192333318
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DUANE HARMS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SHELL ROCK
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050670
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03192390916
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0730
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt066216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt065486
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0172087
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt065486
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0106601
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0106601
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0730
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0106601
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0172087
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0306175
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS IN MARKETABLE SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS - CHECKING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS - STIFEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt068
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt068
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12
TaxesSchedule/TaxesDetail/Amt01994
TaxesSchedule/TaxesDetail/Amt129
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt029
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DUANE HARMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP,TREASURER/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03198309297
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELL ROCK COMMUNITY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0421402565
ReturnHeader/Filer/PhoneNum03192390916
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 385
ReturnHeader/Filer/USAddress/CityNm0SHELL ROCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050670
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420728423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARNEY ALEXANDER MAROLD & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERLOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0507041290
ReturnHeader/PreparerPersonGrp/PhoneNum03192333318
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J ROGERS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-01T14:54:47-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DUANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARMS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,325,099
Liabilities
$0
Net assets
$1,325,099
Revenue
$78,525
Expenses
$9,323
Net income
$69,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.10$0.02$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.06$0.00$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08$0.01$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.08$0.05$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.06$0.26$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.07$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.25$0.00$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.04$0.01$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.62$0.00$0.62