Civic Intelligence

Charles John Schoellen Sr Memorial Trust

990PF • Fiscal year 2017 • EIN 42-1455642

Apr 01, 2016 to Mar 31, 2017 • Filed on May 31, 2017

Organization Profile
2701 Edgewood Pkwy SWCedar Rapids, IA 52404

(877) 275-7034

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-48%

Higher net margin than 10% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-1.9%

Faster asset growth than 41% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$192,940

Down $3,650 (-1.9%) from 2016

Net Assets

Down

$192,940

Down $3,650 (-1.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin10th percentile

Revenue

Up

$7,681

Up $1,930 (+34%) from 2016

Expenses

Down

$11,331

Down $5,247 (-32%) from 2016

Net Income

Up

-$3,650

Up $7,177 (+66%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2017

Assets$192,940
Liabilities$0
Net Assets$192,940
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

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

2017

Revenue$7,681
Expenses$11,331
Net Income-$3,650
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
May 31, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trust Office-$0--
Filing and Contact Details

Filer

Filer Name
Schoellen C J Sr Mem Ta
EIN
42-1455642
Phone
8772757034
Address
2701 EDGEWOOD PKWY SW, CEDAR RAPIDS, IA 52404

Signing Officer

Name
Bankiowa
Title
Trust Officer
Phone
8772757034
Signed
2017-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Bohr Dahm Greif & Associates Pc
Address
1845 51ST ST NE, CEDAR RAPIDS, IA 52402-2458
Preparer
Scott E Bohr
Phone
3193668400
Raw XML Appendix267 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0980
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0190975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0203911
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04687
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02920
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07681
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0980
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0980
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02920
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08550
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04687
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04687
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3650
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt081440
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06330
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt070
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07681
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07681
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01430
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02781
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt078520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt081440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BANK IOWA LT - SEE ATTACHED DETAIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02920
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3650
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0192940
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0196590
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0192940
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt09967
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt09967
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt09967
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010094
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0127
IRS990PF/DistributableAmountGrp/TotalTaxAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020
IRS990PF/FMVAssetsEOYAmt0205876
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0196590
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0192940
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0194133
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0190975
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0203911
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02457
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01965
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01965
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0196590
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0192940
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0205876
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0196590
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0196590
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0192940
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0204951
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01444
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0203507
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03074
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010094
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0201877
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0204951
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUST OFFICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02701 EDGEWOOD PKWY SW
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt010888
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt018132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt011513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.072978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.080950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.022585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054431
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt063
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0201877
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0211514
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt09980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.268098
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt09980
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt09980
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt09980
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052404
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08772757034
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.BANKIOWA.COM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LIVERMORE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150558
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250519
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08550
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/AppliedToCurrentYearAmt09967
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09967
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01700
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01713
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01700
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09980
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01713
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01700
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt070
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt070
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01801
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES - BANKIOWA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0450
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01351
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BANKIOWA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08772757034
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHOELLEN C J SR MEM TA
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0421455642
ReturnHeader/Filer/PhoneNum08772757034
ReturnHeader/Filer/USAddress/AddressLine1Txt02701 EDGEWOOD PKWY SW
ReturnHeader/Filer/USAddress/CityNm0CEDAR RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052404
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0254376605F92EA9390062DB22D3BE9A2DA440FB9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03E41611457F70CAB95A6982A8CCB00999170B6F0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421508032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOHR DAHM GREIF & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01845 51ST ST NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0524022458
ReturnHeader/PreparerPersonGrp/PhoneNum03193668400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E BOHR
ReturnHeader/ReturnTs02017-06-01T09:16:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$192,940
Liabilities
$0
Net assets
$192,940
Revenue
$7,681
Expenses
$11,331
Net income
-$3,650
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