Civic Intelligence

Karl Schooler Scholarship Trust Fund

EIN 42-1494825 • Ankeny, IA

1235 SW 3rd StAnkeny, IA 50023
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

14th percentile

-35%

Higher net margin than 14% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2025

Asset Growth

25th percentile

-5.2%

Faster asset growth than 25% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$694,111

Down $79,019 (-10%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$694,111

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue40th percentileNet Margin14th percentile

Revenue

Up

$45,676

Up $83,308 (+221%) from 2023

Expenses

Down

$61,632

Down $71,063 (-54%) from 2023

Net Income

Up

-$15,956

Up $154,371 (+91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $403,331Liabilities 2011: $02011Assets 2012: $375,548Liabilities 2012: $02012Assets 2013: $348,956Liabilities 2013: $02013Assets 2014: $319,952Liabilities 2014: $02014Assets 2015: $320,426Liabilities 2015: $0Net Assets 2015: $320,4262015Assets 2017: $285,757Liabilities 2017: $0Net Assets 2017: $285,7572017Assets 2019: $254,404Liabilities 2019: $02019Assets 2020: $847,549Liabilities 2020: $02020Assets 2021: $891,863Liabilities 2021: $02021Assets 2022: $943,457Liabilities 2022: $12022Assets 2023: $773,130Liabilities 2023: $12023Assets 2025: $694,111Liabilities 2025: $0Net Assets 2025: $694,1112025

Highlighted filing

2025

Assets$694,111
Liabilities$0
Net Assets$694,111
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $14,204Expenses 2011: $28,136Net Income 2011: -$13,9322011Revenue 2012: $10,975Expenses 2012: $38,758Net Income 2012: -$27,7832012Revenue 2013: $11,007Expenses 2013: $37,599Net Income 2013: -$26,5922013Revenue 2014: $12,391Expenses 2014: $41,395Net Income 2014: -$29,0042014Revenue 2015: $34,361Expenses 2015: $33,887Net Income 2015: $4742015Revenue 2017: $14,656Expenses 2017: $35,603Net Income 2017: -$20,9472017Revenue 2019: $23,097Expenses 2019: $35,715Net Income 2019: -$12,6182019Revenue 2020: $624,546Expenses 2020: $31,401Net Income 2020: $593,1452020Revenue 2021: $88,450Expenses 2021: $44,136Net Income 2021: $44,3142021Revenue 2022: $69,355Expenses 2022: $17,761Net Income 2022: $51,5942022Revenue 2023: -$37,632Expenses 2023: $132,695Net Income 2023: -$170,3272023Revenue 2025: $45,676Expenses 2025: $61,632Net Income 2025: -$15,9562025

Highlighted filing

2025

Revenue$45,676
Expenses$61,632
Net Income-$15,956
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$694,111
Liabilities
$0
Net assets
$694,111
Revenue
$45,676
Expenses
$61,632
Net income
-$15,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.46$0.62$0.16
2023Summary only. Only limited summary data is available for this year.$7.73$0.00$0.38$1.33$1.70
2022Summary only. Only limited summary data is available for this year.$9.43$0.00$0.69$0.18$0.52
2021Summary only. Only limited summary data is available for this year.$8.92$0.00$0.88$0.44$0.44
2020Summary only. Only limited summary data is available for this year.$8.48$0.00$6.25$0.31$5.93
2019Summary only. Only limited summary data is available for this year.$2.54$0.00$0.23$0.36$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.15$0.36$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.34$0.34$0.00
2014Summary only. Only limited summary data is available for this year.$3.20$0.00$0.12$0.41$0.29
2013Summary only. Only limited summary data is available for this year.$3.49$0.00$0.11$0.38$0.27
2012Summary only. Only limited summary data is available for this year.$3.76$0.00$0.11$0.39$0.28
2011Summary only. Only limited summary data is available for this year.$4.03$0.00$0.14$0.28$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Jan 28, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANDEN SCHOOLERTrustee-$0--
R DALE SIKESTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATION-INDIANOLA, IA, US$5,000
Paid Grant-EDUCATION-INDIANOLA, IA, US$5,000
Paid Grant-EDUCATION-INDIANOLA, IA, US$5,000
Paid Grant-EDUCATION-INDIANOLA, IA, US$5,000
Paid Grant-EDUCATION-INDIANOLA, IA, US$2,500
Paid Grant-EDUCATION-INDIANOLA, IA, US$2,500
Paid Grant-EDUCATION-INDIANOLA, IA, US$2,500
Paid Grant-EDUCATION-INDIANOLA, IA, US$2,500
Paid Grant-EDUCATION-INDIANOLA, IA, US$2,500
Paid Grant-EDUCATION-INDIANOLA, IA, US$2,500
Paid Grant-EDUCATION-INDIANOLA, IA, US$2,500
Paid Grant-EDUCATION-INDIANOLA, IA, US$2,500
Paid Grant-EDUCATION-INDIANOLA, IA, US$1,250
Paid Grant-EDUCATION-INDIANOLA, IA, US$1,250
Filing and Contact Details

Filer

Filer Name
Karl Schooler Scholarship Trust Fund
EIN
42-1494825
Phone
5157780968
Address
1235 SW 3RD ST, ANKENY, IA 50023

Signing Officer

Name
R Dale Sikes
Title
Trustee
Signed
2026-01-28
Discuss with paid preparer
Yes

Preparer

Firm
Shull Schrum Mcclaflin & Co Inc
Address
1111 N Jefferson, Indianola, IA 50125
Preparer
Aaron Frazier
Phone
5159612571
Raw XML Appendix370 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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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0250
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-28
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ReturnHeader/Filer/EIN0421494825
ReturnHeader/Filer/PhoneNum05157780968
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ReturnHeader/ReturnTs02026-01-28T10:02:42-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

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