Charles John Schoellen Sr Memorial Trust

990PF • Fiscal year 2018 • EIN 42-1455642

Apr 01, 2017 to Mar 31, 2018 • Filed on Apr 24, 2018

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.

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

-46%

Higher net margin than 10% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

-1.9%

Faster asset growth than 42% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

3.6%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$189,244

Down $3,696 (-1.9%) from 2017

Net Assets

Down

$189,244

Down $3,696 (-1.9%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin10th percentile

Revenue

$7,959

Up $278 (+3.6%) from 2017

Expenses

$11,655

Up $324 (+2.9%) from 2017

Net Income

Down

-$3,696

Down $46 (-1.3%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

Highlighted filing

2018

Assets$189,244

Liabilities$0

Net Assets$189,244

Open 2018 Filing

Operations Trend

Revenue Growth55th percentile

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

Highlighted filing

2018

Revenue$7,959

Expenses$11,655

Net Income-$3,696

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Apr 1, 2017 to Mar 31, 2018
Signed: Apr 24, 2018
Return Version: 2017v2.3

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	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: 2018-04-24
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 Appendix294 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/Amt	0	980
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	980
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	SEE ATTACHED LIST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	110077
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	109743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	72637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	93211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	SEE ATTACHED LIST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	2997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	SEE ATTACHED LIST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	3230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	4689
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	3240
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	30
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	7959
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	7959
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	980
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	980
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	3240
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	8580
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	8580
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	4689
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	4689
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-3696
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	16960
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	30
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	30
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	3240
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	6564
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	465
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	1395
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	1860
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	235
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	10025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	1395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	11655
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	7959
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	7959
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	1445
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	1395
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	3075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2017-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	2086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	11634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	3160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	3160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	2166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	14794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	BANK IOWA ST - SEE ATTACHED DETAIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	BANK IOWA LT - SEE ATTACHED DETAIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2018-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2018-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	3240
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	80
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-3696
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	189244
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	192940
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	189244
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	10294
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	10294
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	10294
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	10425
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	131
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	3
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	128
IRS990PF/FMVAssetsEOYAmt	0	209717
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	192940
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	189244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	105688
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	110077
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	109743
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	82284
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	72637
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	93211
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	3003
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	2997
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	3230
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	1965
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	3533
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	3533
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	192940
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	189244
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	209717
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	192940
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	189244
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	192940
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	189244
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	211674
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	3421
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	208253
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	3175
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	10425
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	208499
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	211674
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	4.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt	0	BANKIOWA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUST OFFICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	2701 EDGEWOOD PKWY SW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	CEDAR RAPIDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	52404
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	11692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	11758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	9980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	15093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	18132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	4933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	11513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.056076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.049436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.072978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.080950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.022585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.054431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	66
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	208499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	201877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	206815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	223991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	218419
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	211514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	10025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.280380
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	10025
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	10025
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	10025
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	BANKIOWA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	CEDAR RAPIDS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	52404
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8772757034
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	WWW.BANKIOWA.COM
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	2860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	2860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL SUPPORT GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL SUPPORT GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GENERAL SUPPORT GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	HOLY TRINITY PARISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	SACRED HEART CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	ST JOSEPH CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2220 4TH AVE N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO BOX 32
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1023 HWY 169
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	FORT DODGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	LIVERMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	BODE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	50501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	50558
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	50519
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	8580
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	10025
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	10294
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	269
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	13
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1700
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	269
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1444
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	13
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	1431
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	10025
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1444
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1713
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1860
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	TRUSTEE FEES - BANKIOWA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	465
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1395
TaxesSchedule/TaxesDetail/Amt	0	128
TaxesSchedule/TaxesDetail/Amt	1	107
TaxesSchedule/TaxesDetail/CategoryTxt	0	ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt	1	PAID WITH PY FEDERAL RETURN
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BANKIOWA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8772757034
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SCHOELLEN C J SR MEM TA
ReturnHeader/Filer/BusinessNameControlTxt	0	SCHO
ReturnHeader/Filer/EIN	0	421455642
ReturnHeader/Filer/PhoneNum	0	8772757034
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2701 EDGEWOOD PKWY SW
ReturnHeader/Filer/USAddress/CityNm	0	CEDAR RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IA
ReturnHeader/Filer/USAddress/ZIPCd	0	52404
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	C219186EF144E8EF5A4156BA7C19D9FD4FDA0D5D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	3E41611457F70CAB95A6982A8CCB00999170B6F0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	97.64.200.254
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-05-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CD
ReturnHeader/FilingSecurityInformation/IPTm	0	08:27:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	421508032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BOHR DAHM GREIF & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1845 51ST ST NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	524022458
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3193668400
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SCOTT E BOHR
ReturnHeader/ReturnTs	0	2018-05-21T08:27:12-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-04-01
ReturnHeader/TaxPeriodEndDt	0	2018-03-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $189,244
Liabilities: $0
Net assets: $189,244
Revenue: $7,959
Expenses: $11,655
Net income: -$3,696

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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