Civic Intelligence

Schafer Educational Trust

990PF • Fiscal year 2023 • EIN 42-6572738

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 22, 2024

Organization Profile
PO Box 61Wapello, IA 52653

(334) 887-9609

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

36th percentile

-4.4%

Higher net margin than 36% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

64th percentile

6.8%

Faster asset growth than 64% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

39th percentile

-4.4%

Faster revenue growth than 39% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$74,867

Up $4,786 (+6.8%) from 2022

Net Assets

Up

$74,867

Up $4,786 (+6.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin36th percentile

Revenue

Down

$2,083

Down $95 (-4.4%) from 2022

Expenses

Down

$2,175

Down $500 (-19%) from 2022

Net Income

Up

-$92

Up $405 (+81%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2023

Assets$74,867
Liabilities$0
Net Assets$74,867
Open 2023 Filing

Operations Trend

Revenue Growth39th 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

2023

Revenue$2,083
Expenses$2,175
Net Income-$92
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 22, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca MatthewsTrustee-$0--
Laurie ThompsonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Schafer Educational Trust
EIN
42-6572738
Phone
3348879609
Address
PO Box 61, WAPELLO, IA 52653

Signing Officer

Name
Robert L Schafer
Title
trustee.
Phone
3348879609
Signed
2024-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Phillips & Phillips Cpas
Address
PO BOX 722, AUBURN, AL 36831
Preparer
Ann T Phillips CPA
Phone
3348879609
Raw XML Appendix247 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Rebecca Matthews
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt129
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Funds to be used for education
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Same as above
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0continue to accumulate sufficient funds to fund scholarship awards
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0475
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Robert L Schafer
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Increase in FMV
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Morgan Stanley investment services
ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Robert L Schafer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee.
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ReturnHeader/Filer/EIN0426572738
ReturnHeader/Filer/PhoneNum03348879609
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ReturnHeader/Filer/USAddress/CityNm0WAPELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052653
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454892493
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 722
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036831
ReturnHeader/PreparerPersonGrp/PhoneNum03348879609
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ann T Phillips CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-22T10:18:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,867
Liabilities
$0
Net assets
$74,867
Revenue
$2,083
Expenses
$2,175
Net income
-$92
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