Civic Intelligence

Schafer Educational Trust

990PF • Fiscal year 2015 • EIN 42-6572738

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 12, 2016

Organization Profile
c/o Rebecca Matthews PO Box 61Wapello, IA 52653-0061

(334) 332-0087

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

8th percentile

-74%

Higher net margin than 8% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

52nd percentile

0.8%

Faster asset growth than 52% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

61st percentile

7.0%

Faster revenue growth than 61% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$44,340

Up $343 (+0.8%) from 2014

Net Assets

$44,340

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin8th percentile

Revenue

Up

$1,236

Up $81 (+7.0%) from 2014

Expenses

Up

$2,150

Up $500 (+30%) from 2014

Net Income

Down

-$914

Down $419 (-85%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$100K$50K$0Assets 2011: $45,505Liabilities 2011: $02011Assets 2012: $45,477Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $43,592Liabilities 2013: $02013Assets 2014: $43,997Liabilities 2014: $02014Assets 2015: $44,340Liabilities 2015: $0Net Assets 2015: $44,3402015Assets 2016: $49,079Liabilities 2016: $0Net Assets 2016: $49,0792016Assets 2018: $46,607Liabilities 2018: $0Net Assets 2018: $46,6072018Assets 2019: $58,321Liabilities 2019: $0Net Assets 2019: $58,3212019Assets 2020: $58,375Liabilities 2020: $0Net Assets 2020: $58,3752020Assets 2021: $59,945Liabilities 2021: $0Net Assets 2021: $59,9452021Assets 2022: $70,081Liabilities 2022: $0Net Assets 2022: $70,0812022Assets 2023: $74,867Liabilities 2023: $0Net Assets 2023: $74,8672023Assets 2024: $80,181Liabilities 2024: $0Net Assets 2024: $80,1812024

Highlighted filing

2015

Assets$44,340
Liabilities$0
Net Assets$44,340
Open 2015 Filing

Operations Trend

Revenue Growth61st percentile

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

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2011: $1,048Expenses 2011: $4,284Net Income 2011: -$3,2362011Expenses 2012: $1502012Revenue 2013: $1,103Expenses 2013: $1,650Net Income 2013: -$5472013Revenue 2014: $1,155Expenses 2014: $1,650Net Income 2014: -$4952014Revenue 2015: $1,236Expenses 2015: $2,150Net Income 2015: -$9142015Revenue 2016: $1,306Expenses 2016: $2,325Net Income 2016: -$1,0192016Revenue 2018: $1,647Expenses 2018: $375Net Income 2018: $1,2722018Revenue 2019: $1,909Expenses 2019: $175Net Income 2019: $1,7342019Revenue 2020: $1,105Expenses 2020: $200Net Income 2020: $9052020Revenue 2021: $1,250Expenses 2021: $500Net Income 2021: $7502021Revenue 2022: $2,178Expenses 2022: $2,675Net Income 2022: -$4972022Revenue 2023: $2,083Expenses 2023: $2,175Net Income 2023: -$922023Revenue 2024: $2,334Expenses 2024: $2,025Net Income 2024: $3092024

Highlighted filing

2015

Revenue$1,236
Expenses$2,150
Net Income-$914
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 12, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA MATTHEWSTrustee-$0--
LAURIE THOMPSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-scholarshipnoneWapello, IA, US$2,000
Paid Grant----$0
Filing and Contact Details

Filer

Filer Name
Schafer Educational Trust
EIN
42-6572738
Phone
3343320087
Address
c/o Rebecca Matthews PO Box 61, Wapello, IA 52653-0061

Signing Officer

Name
Robert L Schafer
Title
Trustee.
Phone
3343320087
Signed
2016-08-12

Preparer

Firm
Phillips & Phillips Cpas
Address
PO BOX 722, AUBURN, AL 36831-0722
Preparer
M Stewart Phillips
Phone
3345018505
Raw XML Appendix239 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Morgan Stanley investment services
ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0526530061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILLIPS & PHILLIPS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 722
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0368310722
ReturnHeader/PreparerPersonGrp/PhoneNum03345018505
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M STEWART PHILLIPS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-13T08:50:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,340
Liabilities
$0
Net assets
$44,340
Revenue
$1,236
Expenses
$2,150
Net income
-$914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$80.2$0.00$80.2$2.33$2.03$0.31
2023Detailed filing. Detailed filing data is available for this year.$74.9$0.00$74.9$2.08$2.18$0.09
2022Detailed filing. Detailed filing data is available for this year.$70.1$0.00$70.1$2.18$2.68$0.50
2021Detailed filing. Detailed filing data is available for this year.$59.9$0.00$59.9$1.25$0.50$0.75
2020Detailed filing. Detailed filing data is available for this year.$58.4$0.00$58.4$1.11$0.20$0.91
2019Detailed filing. Detailed filing data is available for this year.$58.3$0.00$58.3$1.91$0.18$1.73
2018Detailed filing. Detailed filing data is available for this year.$46.6$0.00$46.6$1.65$0.38$1.27
2016Detailed filing. Detailed filing data is available for this year.$49.1$0.00$49.1$1.31$2.33$1.02
2015Detailed filing. Detailed filing data is available for this year.$44.3$0.00$44.3$1.24$2.15$0.91
2014Summary only. Only limited summary data is available for this year.$44.0$0.00$1.16$1.65$0.50
2013Summary only. Only limited summary data is available for this year.$43.6$0.00$1.10$1.65$0.55
2012Detailed filing. Detailed filing data is available for this year.$45.5$0.00$0.00$0.15
2011Summary only. Only limited summary data is available for this year.$45.5$0.00$1.05$4.28$3.24