Civic Intelligence

Charles John Schoellen Sr Memorial Trust

990PF • Fiscal year 2021 • EIN 42-1455642

Apr 01, 2020 to Mar 31, 2021 • Filed on Aug 09, 2021

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

9th percentile

-95%

Higher net margin than 9% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

34th percentile

-3.1%

Faster asset growth than 34% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-41%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$181,537

Down $5,729 (-3.1%) from 2020

Net Assets

Down

$181,537

Down $5,729 (-3.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin9th percentile

Revenue

Down

$6,008

Down $4,140 (-41%) from 2020

Expenses

Up

$11,737

Up $88 (+0.8%) from 2020

Net Income

Down

-$5,729

Down $4,228 (-282%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2021

Assets$181,537
Liabilities$0
Net Assets$181,537
Open 2021 Filing

Operations Trend

Revenue Growth20th 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

2021

Revenue$6,008
Expenses$11,737
Net Income-$5,729
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Aug 9, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trust Office-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOLY TRINITY PARISHGENERAL SUPPORT GRANT501(C)(3)FORT DODGE, IA, US$2,921
Paid GrantSACRED HEART CHURCHGENERAL SUPPORT GRANT501(C)(3)LIVERMORE, IA, US$2,921
Paid GrantST JOSEPH CHURCHGENERAL SUPPORT GRANT501(C)(3)BODE, IA, US$2,921
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
2021-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Bghn Associates Pc
Address
1845 51ST ST NE, CEDAR RAPIDS, IA 52402
Preparer
Scott E Bohr
Phone
3193668400
Raw XML Appendix295 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BANK IOWA - LT COVERED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST JOSEPH CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02220 4TH AVE N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 32
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21023 HWY 169
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT DODGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LIVERMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BODE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
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/TotalGrantOrContriPdDurYrAmt08763
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/AppliedToCurrentYearAmt010197
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0667
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01431
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt050
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01381
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0788
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0108
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0667
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010197
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02169
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02219
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BANK IOWA
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt057
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt057
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01818
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES - BANKIOWA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0454
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01364
TaxesSchedule/TaxesDetail/Amt0176
TaxesSchedule/TaxesDetail/CategoryTxt0NET INVESTMENT TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BANKIOWA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08772757034
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-09
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/PreparerFirmGrp/PreparerFirmEIN0421508032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BGHN ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01845 51ST ST NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052402
ReturnHeader/PreparerPersonGrp/PhoneNum03193668400
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E BOHR
ReturnHeader/ReturnTs02021-08-11T15:33:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WESLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HILLESHIEM
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$181,537
Liabilities
$0
Net assets
$181,537
Revenue
$6,008
Expenses
$11,737
Net income
-$5,729
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