Civic Intelligence

Charles E Shellabarger Educational Trust

990PF • Fiscal year 2023 • EIN 42-6574321

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 15, 2024

229 Main StreetColumbus Junction, IA 52738

(319) 728-2226

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

5th percentile

-278%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

80th percentile

$1,330

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 42.3% of source-year revenue.

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

Asset Growth

38th percentile

-4.9%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

39th percentile

-3.6%

Faster revenue growth than 39% of similar nonprofits.

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

Assets

Down

$168,610

Down $8,727 (-4.9%) from 2022

Net Assets

Down

$168,610

Down $7,727 (-4.4%) from 2022

Liabilities

Down

$0

Down $1,000 (-100%) from 2022

Revenue

Down

$3,143

Down $118 (-3.6%) from 2022

Expenses

Up

$11,870

Up $457 (+4.0%) from 2022

Net Income

Down

-$8,727

Down $575 (-7.1%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $261,219Liabilities 2011: $02011Assets 2012: $255,246Liabilities 2012: $0Net Assets 2012: $255,2462012Assets 2013: $250,908Liabilities 2013: $0Net Assets 2013: $250,9082013Assets 2014: $248,158Liabilities 2014: $0Net Assets 2014: $248,1582014Assets 2015: $236,025Liabilities 2015: $0Net Assets 2015: $236,0252015Assets 2016: $226,022Liabilities 2016: $0Net Assets 2016: $226,0222016Assets 2017: $218,983Liabilities 2017: $0Net Assets 2017: $218,9832017Assets 2018: $207,873Liabilities 2018: $0Net Assets 2018: $207,8732018Assets 2019: $202,076Liabilities 2019: $0Net Assets 2019: $202,0762019Assets 2020: $201,104Liabilities 2020: $0Net Assets 2020: $201,1042020Assets 2021: $185,489Liabilities 2021: $0Net Assets 2021: $185,4892021Assets 2022: $177,337Liabilities 2022: $1,000Net Assets 2022: $176,3372022Assets 2023: $168,610Liabilities 2023: $0Net Assets 2023: $168,6102023Assets 2024: $160,886Liabilities 2024: $0Net Assets 2024: $160,8862024

Highlighted filing

2023

Assets$168,610
Liabilities$0
Net Assets$168,610

Operations Trend

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

$20K$10K$0-$10K-$20KRevenue 2011: $9,261Expenses 2011: $12,727Net Income 2011: -$3,4662011Expenses 2012: $15,6332012Revenue 2013: $8,954Expenses 2013: $13,793Net Income 2013: -$4,8392013Revenue 2014: $9,251Expenses 2014: $12,000Net Income 2014: -$2,7492014Revenue 2015: $6,143Expenses 2015: $18,276Net Income 2015: -$12,1332015Revenue 2016: $3,501Expenses 2016: $13,504Net Income 2016: -$10,0032016Revenue 2017: $3,373Expenses 2017: $10,412Net Income 2017: -$7,0392017Revenue 2018: $3,251Expenses 2018: $14,361Net Income 2018: -$11,1102018Revenue 2019: $4,472Expenses 2019: $10,268Net Income 2019: -$5,7962019Revenue 2020: $3,553Expenses 2020: $4,525Net Income 2020: -$9722020Revenue 2021: $3,402Expenses 2021: $19,017Net Income 2021: -$15,6152021Revenue 2022: $3,261Expenses 2022: $11,413Net Income 2022: -$8,1522022Revenue 2023: $3,143Expenses 2023: $11,870Net Income 2023: -$8,7272023Revenue 2024: $3,069Expenses 2024: $10,793Net Income 2024: -$7,7242024

Highlighted filing

2023

Revenue$3,143
Expenses$11,870
Net Income-$8,727
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 15, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Community Bank TrustTrustee-$1,330-$1,330
Filing and Contact Details

Filer

Filer Name
Charles E Shellabarger Educational Trus
EIN
42-6574321
Phone
3197282226
Address
229 Main Street, Columbus Junction, IA 52738

Signing Officer

Name
Jane Phillips
Title
Vice President
Phone
3197282226
Signed
2024-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Bordwell & Parsons Plc
Address
206 W Main St, Washington, IA 52353-0308
Preparer
Richard S Bordwell
Phone
3196532177
Raw XML Appendix332 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/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0229 Main Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Columbus Junction
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Funds are held for the exclusive purpose of producing a return to provide scholarships.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Scholarship money that was refunded that will be reissued to a different student.
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Trust distributed $9,500.00 to further the education of high school graduates from the Columbus Community High School along with paying the administrative expenses
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0associated with the managment of the trust.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Requests should be made in writing and provide information concerning the year of graduation from Columbus Comm and the schooling for assistance is sought.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Columbus Comm HS Guidance Center
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03197282231
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01004 Colton Street
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Only available to persons who have completed high school in Columbus School District or its successor and are pursuing education at institutions of higher learning or trade or vocational schools.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0March 1
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Southeastern Community College FBO Odalyz Elia Valdez
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2University of Iowa FBO Libby White
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Southeastern Community College FBO Freddy Vergara
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Iowa State University FBO Taylor Rae Howell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Iowa State University FBO Owen B Watson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Buena Vista University FBO Adela Sarai Vela
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Buena Vista University FBO Emma Humphreys
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Buena Vista University FBO Daniel Martinez
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Buena Vista University FBO Victoria Howell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01227 W 27th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11500 West Agency Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2Calvin Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31500 West Agency Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41220 Beardshear Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51220 Beardshear Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6610 W 4th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7610 W 4th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8610 W 4th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9610 W 4th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cedar Falls
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1West Burlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Iowa City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3West Burlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Ames
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Ames
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152655
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd352655
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd550011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd650588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd750588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd850588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd950588
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06194
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05631
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08476
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01413
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01413
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011825
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01413
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0869
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05631
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fee
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0975
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Court costs
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt045
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jane Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum03197282226
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charles E Shellabarger Educational Trus
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0426574321
ReturnHeader/Filer/PhoneNum03197282226
ReturnHeader/Filer/USAddress/AddressLine1Txt0229 Main Street
ReturnHeader/Filer/USAddress/CityNm0Columbus Junction
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052738
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871010806
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BORDWELL & PARSONS PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0206 W Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0523530308
ReturnHeader/PreparerPersonGrp/PhoneNum03196532177
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard S Bordwell
ReturnHeader/ReturnTs02024-10-15T16:38:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.03$0.11$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.03$0.12$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.01$1.76$0.03$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.03$0.19$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.04$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.04$0.10$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.03$0.14$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.03$0.10$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.04$0.14$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.06$0.18$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.09$0.12$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.09$0.14$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.16
2011Summary only. Only limited summary data is available for this year.$2.61$0.00$0.09$0.13$0.03