Civic Intelligence

Charles John Schoellen Sr Memorial Trust

990PF • Fiscal year 2013 • EIN 42-1455642

Apr 01, 2012 to Mar 31, 2013 • Filed on May 09, 2013

Organization Profile
2701 Edgewood Pkwy SW52404
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

65th percentile

8.4%

Faster asset growth than 65% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$217,702

Up $16,891 (+8.4%) from 2012

Net Assets

$217,702

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$14,038

Up $4,304 (+44%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$300K$200K$100K$0Assets 2012: $200,811Liabilities 2012: $02012Assets 2013: $217,702Liabilities 2013: $0Net Assets 2013: $217,7022013Assets 2014: $222,559Liabilities 2014: $0Net Assets 2014: $222,5592014Assets 2015: $207,417Liabilities 2015: $0Net Assets 2015: $207,4172015Assets 2016: $196,590Liabilities 2016: $0Net Assets 2016: $196,5902016Assets 2017: $192,940Liabilities 2017: $0Net Assets 2017: $192,9402017Assets 2018: $189,244Liabilities 2018: $0Net Assets 2018: $189,2442018Assets 2019: $188,767Liabilities 2019: $0Net Assets 2019: $188,7672019Assets 2020: $187,266Liabilities 2020: $0Net Assets 2020: $187,2662020Assets 2021: $181,537Liabilities 2021: $0Net Assets 2021: $181,5372021Assets 2022: $188,314Liabilities 2022: $0Net Assets 2022: $188,3142022Assets 2023: $183,282Liabilities 2023: $0Net Assets 2023: $183,2822023Assets 2024: $178,895Liabilities 2024: $0Net Assets 2024: $178,8952024Assets 2025: $180,398Liabilities 2025: $0Net Assets 2025: $180,3982025

Highlighted filing

2013

Assets$217,702
Liabilities$0
Net Assets$217,702
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10K-$20KRevenue 2012: $18,066Expenses 2012: $9,734Net Income 2012: $8,3322012Expenses 2013: $14,0382013Revenue 2014: $11,586Expenses 2014: $6,729Net Income 2014: $4,8572014Revenue 2015: $4,658Expenses 2015: $19,800Net Income 2015: -$15,1422015Revenue 2016: $5,751Expenses 2016: $16,578Net Income 2016: -$10,8272016Revenue 2017: $7,681Expenses 2017: $11,331Net Income 2017: -$3,6502017Revenue 2018: $7,959Expenses 2018: $11,655Net Income 2018: -$3,6962018Revenue 2019: $11,471Expenses 2019: $11,948Net Income 2019: -$4772019Revenue 2020: $10,148Expenses 2020: $11,649Net Income 2020: -$1,5012020Revenue 2021: $6,008Expenses 2021: $11,737Net Income 2021: -$5,7292021Revenue 2022: $20,375Expenses 2022: $13,598Net Income 2022: $6,7772022Revenue 2023: $5,093Expenses 2023: $10,125Net Income 2023: -$5,0322023Revenue 2024: $6,482Expenses 2024: $10,869Net Income 2024: -$4,3872024Revenue 2025: $12,323Expenses 2025: $10,820Net Income 2025: $1,5032025

Highlighted filing

2013

Revenue-
Expenses$14,038
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
May 9, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOLY TRINITY PARISHGENERAL SUPPORT GRANT501(C)(3)FORT DODGE, IA, US$2,735
Paid GrantSACRED HEART CHURCHGENERAL SUPPORT GRANT501(C)(3)LIVERMORE, IA, US$2,735
Paid GrantST JOSEPH CHURCHGENERAL SUPPORT GRANT501(C)(3)BODE, IA, US$2,735
Filing and Contact Details

Filer

EIN
42-1455642
Raw XML Appendix344 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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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72013-01-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0WELLS FARGO - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1WELLS FARGO - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2BANKIOWA - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3BANKIOWA - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4ARTISAN MID CAP FUND - 131.610 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5GATEWAY FUND - 193.646 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6PIMCO FOREIGN BD FUND - 816.243 SHS
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IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02735
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12735
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22735
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HOLY TRINITY PARISH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11SACRED HEART CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ST JOSEPH CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102220 4TH AVE N
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 32
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121023 HWY 169
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0FORT DODGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LIVERMORE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BODE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode050501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode150558
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode250519
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear08205
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear05936
IRS990PF/UndistributedIncome/AppliedToYear105870
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted010283
IRS990PF/UndistributedIncome/QualifyingDistributions011806
IRS990PF/UndistributedIncome/UndistributedIncomeCY04347
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear05870
LegalFeesSchedule/LegalFees/Amount01926
LegalFeesSchedule/LegalFees/Amount1180
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/Category1LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps01926
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps1180
OtherDecreasesSchedule/OtherDecreases/Amount080
OtherDecreasesSchedule/OtherDecreases/Amount13
OtherDecreasesSchedule/OtherDecreases/Description0COST BASIS ADJUSTMENT
OtherDecreasesSchedule/OtherDecreases/Description1ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount02023
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount1313
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TRUSTEE FEES - WELLS FARGO
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1TRUSTEE FEES - BANKIOWA
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps0506
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps178
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01517
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome1235
TaxesSchedule/Taxes/Amount0151
TaxesSchedule/Taxes/Amount1329
TaxesSchedule/Taxes/Category04940 EXCISE TAX ON INVESTMENT IN
TaxesSchedule/Taxes/Category1FEDERAL ESTIMATE
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0421455642
ReturnHeader/Filer/Name/BusinessNameLine10SCHOELLEN C J SR MEM TA
ReturnHeader/Filer/NameControl0SCHO
ReturnHeader/Filer/Phone08772757034
ReturnHeader/Filer/USAddress/AddressLine102701 EDGEWOOD PKWY SW
ReturnHeader/Filer/USAddress/City0CEDAR RAPIDS
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode052404
ReturnHeader/Officer/DateSigned02013-05-09
ReturnHeader/Officer/Name0WES HILLESHIEM
ReturnHeader/Officer/Phone08772757034
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/Preparer/DatePrepared02013-05-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BOHR DAHM GREIF & ASSOCIATES PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101845 51ST ST NE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CEDAR RAPIDS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0524022458
ReturnHeader/Preparer/Name0SCOTT E BOHR
ReturnHeader/Preparer/Phone03193668400
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-04-01
ReturnHeader/TaxPeriodEndDate02013-03-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T07:12:22-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$217,702
Liabilities
$0
Net assets
$217,702
Revenue
-
Expenses
$14,038
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.12$0.11$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.06$0.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.05$0.10$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.20$0.14$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.06$0.12$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.10$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.11$0.12$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.08$0.12$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.08$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.06$0.17$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.05$0.20$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.12$0.07$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.14
2012Summary only. Only limited summary data is available for this year.$2.01$0.00$0.18$0.10$0.08