Civic Intelligence

Shell Rock Community Trust

990PF • Fiscal year 2023 • EIN 42-1402565

Jan 01, 2023 to Dec 31, 2023 • Filed on May 31, 2024

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-26%

Faster revenue growth than 14% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,568,467

Up $243,368 (+18%) from 2022

Net Assets

Up

$1,568,467

Up $243,368 (+18%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin99th percentile

Revenue

Down

$57,902

Down $20,623 (-26%) from 2022

Expenses

Down

$1,552

Down $7,771 (-83%) from 2022

Net Income

Down

$56,350

Down $12,852 (-19%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2023

Assets$1,568,467
Liabilities$0
Net Assets$1,568,467
Open 2023 Filing

Operations Trend

Revenue Growth14th 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

2023

Revenue$57,902
Expenses$1,552
Net Income$56,350
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 31, 2024
Return Version
2023v5.0
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
2024-05-31
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
Raw XML Appendix331 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0790
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0CHECKING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0790
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0TOTAL BOND INDEX
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt070857
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt070857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt338161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt614993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt718816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt86657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt912920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1098043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1132519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12171396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13136155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1467937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15135141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16193669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17256617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt181142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1912870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt012102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt213468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt338161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt614993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt718816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt86657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt912920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1098043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1132519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12171396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13136155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1467937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15135141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16193669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17256617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt181142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1912870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BANK AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4GE HEALTHCARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5KRAFT HINEZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6MONDELEZ INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9US BANCORP DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10IVY MANAGED INTL OPPTYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11IVY SCIENCE & TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12IVY LARGE CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13PARNASSUS CORE EQUITY INVESTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EUROPEAN STOCK INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15HEALTH CARE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16SMALL-CAP INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18WABTEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19IVY GLOBAL EQUITY INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20SEGALL BRYANT HAMILL
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt019971
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt023790
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04560
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt048321
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt048321
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0790
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0790
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt024531
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023790
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt09581
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt019971
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019971
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019971
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt056350
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt023900
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt04560
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04560
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04560
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt023790
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt047559
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0216
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0216
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0546
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0546
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt024531
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0790
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0762
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01552
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt048321
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt057902
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0790
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0762
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02004-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-71
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-71
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GE HEALTHCARE TECHNOLOGIES FRAC SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023790
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt056350
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0187018
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01568467
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01325099
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01568467
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt070530
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt070530
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt070530
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt071191
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0661
IRS990PF/DistributableAmountGrp/TotalTaxAmt0661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01164
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01164
IRS990PF/FMVAssetsEOYAmt01568467
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0232781
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0261286
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0261286
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt067226
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt070857
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt070857
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01025092
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01236324
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01236324
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01325099
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01568467
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01325099
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01568467
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01568467
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01325099
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01568467
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01325099
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01568467
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01445508
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0239175
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01206333
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021683
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt071191
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01423825
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01445508
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LARRY YOUNG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DUANE HARMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSANNE DEIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELLEN DAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JIM WILLSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP,TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SHELL ROCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SHELL ROCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SHELL ROCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SHELL ROCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SHELL ROCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050670
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd150670
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd250670
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd350670
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd450670
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0790
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0790
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 385
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SHELL ROCK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
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/AppliedToCurrentYearAmt0790
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070530
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt069740
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0106601
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt069740
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036861
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt036861
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0790
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036861
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0106601
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS - STIFEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1214
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1214
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0187018
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN IN MARKETABLE SECURITIES
TaxesSchedule/TaxesDetail/Amt0546
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0546
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DUANE HARMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP,TREASURER/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03198309297
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-31
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-05-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J ROGERS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-06-19T11:21:45-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DUANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARMS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,568,467
Liabilities
$0
Net assets
$1,568,467
Revenue
$57,902
Expenses
$1,552
Net income
$56,350
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