Civic Intelligence

Charles E Shellabarger Educational Trust

990PF • Fiscal year 2015 • EIN 42-6574321

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Community Bank 229 Main StColumbus Junction, IA 52738

(319) 728-2226

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

4th percentile

-198%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

78th percentile

$1,876

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 30.5% of source-year revenue.

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

Asset Growth

35th percentile

-4.9%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

16th percentile

-34%

Faster revenue growth than 16% of similar nonprofits.

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

Assets

Down

$236,025

Down $12,133 (-4.9%) from 2014

Net Assets

Down

$236,025

Down $12,133 (-4.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$6,143

Down $3,108 (-34%) from 2014

Expenses

Up

$18,276

Up $6,276 (+52%) from 2014

Net Income

Down

-$12,133

Down $9,384 (-341%) from 2014

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

2015

Assets$236,025
Liabilities$0
Net Assets$236,025

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

2015

Revenue$6,143
Expenses$18,276
Net Income-$12,133
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,876-$1,876
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Education-Ames, IA, US$2,000
Paid Grant-Education-Platteville, WI, US$2,000
Paid Grant-Education-Cedar Falls, IA, US$2,000
Paid Grant-Education-Cedar Rapids, IA, US$2,000
Paid Grant-Education-Cedar Rapids, IA, US$1,000
Paid Grant-Education-Maryville, MO, US$1,000
Paid Grant-Education-Ames, IA, US$1,000
Paid Grant-Education-Decorah, IA, US$1,000
Paid Grant-Education-Ankeny, IA, US$1,000
Paid Grant-Education-Chicago, IL, US$1,000
Paid Grant-Education-Cedar Rapids, IA, US$1,000
Filing and Contact Details

Filer

Filer Name
Charles E Shellabarger Educational Trust
EIN
42-6574321
Phone
3197282226
Address
Community Bank 229 Main St, Columbus Junction, IA 52738

Signing Officer

Name
Jane M Phillips
Title
VP
Signed
2016-05-10
Discuss with paid preparer
No

Preparer

Firm
Newell and Sents Law Office
Address
PO Box 188, Columbus Junction, IA 52738-0188
Preparer
Steven A Sents
Phone
3197282426
Raw XML Appendix293 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
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt03643
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0Refunded Scholarship
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc1Refunded Trustee Fee
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/UnrelatedBusinessTaxblIncmAmt02500
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt06143
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06143
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01876
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01876
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12133
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03643
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03643
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01285
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01285
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0367
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0115
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0115
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt018276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03643
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06143
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03276
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03276
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12133
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0236025
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0248158
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0236025
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011919
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011919
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011919
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011923
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04
IRS990PF/DistributableAmountGrp/TotalTaxAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04
IRS990PF/FMVAssetsEOYAmt0236025
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0248158
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0236025
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0248158
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0236025
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0236025
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0248158
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0236025
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0236025
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0248158
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0236025
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0248158
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0236025
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0242092
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0242092
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03631
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011923
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0238461
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0242092
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.65
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Community Bank
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01876
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0229 Main Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Columbus Junction
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd052738
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt011338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt011342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt09000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt011354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt014849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt011315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt014295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.047546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.036617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.045412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.058321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.043686
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.053692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0238461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0245790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0250020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0254606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0259009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0266240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt015000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.237728
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt014996
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt04
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt015000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Funds are held for the exclusive purpose of producing a return to provide scholarships.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02013
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0229 Main Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Columbus Junction
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052738
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Community Bank & Trust
IRS990PF/StatementsRegardingActyGrp/PhoneNum03197282226
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Trust distributed $15,000.00 to further the education of high school graduates from the Columbus Community School District
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt015000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Requests should be made in writing and provide information concerning the year of graduation from Columbus Comm and the schooling for which assistance is sought
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Columbus Comm HS Guidance Center
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03197282231
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01004 Colton Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Columbus Junction
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd052738
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Only available to persons who have completed high school in the Col. School Dist. or its successor and are pursuing education at institutions of higher learning or trade or vocational school
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0March 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Iowa State University fbo Elijah Se
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1University of Wisconsin Platteville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2University of Northern Iowa fbo Hei
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Kirkwood Community College fbo Mega
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Kirkwood Community College fbo Javi
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Northwest Missouri State University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Iowa State University fbo Natalina
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Luther College fbo Claire Hamilton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8DMAC fbo Kelsey Pretz
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Columbia College fbo Wyatt Carson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Kirkwood Community College fbo Mitc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01220 Beardshear Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 University Plaza
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21227 W 27th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36301 Kirkwood Blvd SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt46301 Kirkwood Blvd SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5800 University Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61220 Beardshear Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7700 College Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82006 Ankeny Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9600 South Michigan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt106301 Kirkwood Blvd SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Ames
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Platteville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Cedar Falls
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Cedar Rapids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Cedar Rapids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Maryville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Ames
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Decorah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Ankeny
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Cedar Rapids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153818
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd352404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd452404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd564468
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd650011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd752101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd850023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd960605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1052404
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
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/AppliedToCurrentYearAmt02825
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012175
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011919
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt034822
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt034822
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt034822
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09094
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012175
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Newell and Sents
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01285
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01285
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Returned Scholarship
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02500
TaxesSchedule/TaxesDetail/Amt0115
TaxesSchedule/TaxesDetail/CategoryTxt0Income tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0115
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jane M Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charles E Shellabarger Educational Trust
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0426574321
ReturnHeader/Filer/PhoneNum03197282226
ReturnHeader/Filer/USAddress/AddressLine1Txt0Community Bank 229 Main St
ReturnHeader/Filer/USAddress/CityNm0Columbus Junction
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052738
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Newell and Sents Law Office
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 188
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbus Junction
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0527380188
ReturnHeader/PreparerPersonGrp/PhoneNum03197282426
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven A Sents
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-10T01:18:47-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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