Civic Intelligence

Charles John Schoellen Sr Memorial Trust

990PF • Fiscal year 2019 • EIN 42-1455642

Apr 01, 2018 to Mar 31, 2019 • Filed on Jun 21, 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

34th percentile

-4.2%

Higher net margin than 34% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

45th percentile

-0.3%

Faster asset growth than 45% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

44%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$188,767

Down $477 (-0.3%) from 2018

Net Assets

Down

$188,767

Down $477 (-0.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin34th percentile

Revenue

Up

$11,471

Up $3,512 (+44%) from 2018

Expenses

Up

$11,948

Up $293 (+2.5%) from 2018

Net Income

Up

-$477

Up $3,219 (+87%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2019

Assets$188,767
Liabilities$0
Net Assets$188,767
Open 2019 Filing

Operations Trend

Revenue Growth85th 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

2019

Revenue$11,471
Expenses$11,948
Net Income-$477
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jun 21, 2019
Return Version
2018v3.1
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
2019-06-21
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 Appendix297 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHED LIST
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BANK IOWA LT COVERED
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt09921
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt09921
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010123
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0202
IRS990PF/DistributableAmountGrp/TotalTaxAmt0202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0202
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt071
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0131
IRS990PF/FMVAssetsEOYAmt0204122
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0110077
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt099973
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02997
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0205538
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03702
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0201836
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03083
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0202455
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0BANKIOWA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02701 EDGEWOOD PKWY SW
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SACRED HEART CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST JOSEPH CHURCH
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09921
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09921
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01431
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02111
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0667
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01431
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010588
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0667
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02111
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01444
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01812
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES - BANKIOWA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0452
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01360
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ReturnHeader/BusinessOfficerGrp/PersonNm0BANKIOWA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08772757034
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-21
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/AtSubmissionCreationDeviceId06D7A5FB85F6EFC666B5B509A35232124D7E866D9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06D7A5FB85F6EFC666B5B509A35232124D7E866D9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.155.52.98
ReturnHeader/FilingSecurityInformation/IPDt02019-06-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:52:17
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/PreparationDt02019-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E BOHR
ReturnHeader/ReturnTs02019-06-25T13:52:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$188,767
Liabilities
$0
Net assets
$188,767
Revenue
$11,471
Expenses
$11,948
Net income
-$477
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