Civic Intelligence

Charles E Shellabarger Educational Trust

990PF • Fiscal year 2017 • EIN 42-6574321

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-209%

Higher net margin than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

78th percentile

$1,695

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 50.3% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

38th percentile

-3.1%

Faster asset growth than 38% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-3.7%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$218,983

Down $7,039 (-3.1%) from 2016

Net Assets

Down

$218,983

Down $7,039 (-3.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Down

$3,373

Down $128 (-3.7%) from 2016

Expenses

Down

$10,412

Down $3,092 (-23%) from 2016

Net Income

Up

-$7,039

Up $2,964 (+30%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

2017

Assets$218,983
Liabilities$0
Net Assets$218,983
Open 2017 Filing

Operations Trend

Revenue Growth41st percentile

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

2017

Revenue$3,373
Expenses$10,412
Net Income-$7,039
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,695-$1,695
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 Phillips
Title
Vice presidentTrust officer
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Newell and Sents Law Office
Address
PO Box 188, Columbus Junction, IA 52738-0188
Preparer
Steven A Sents
Phone
3197282426
Raw XML Appendix302 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
CashDistributionExplnStmt/ExplanationTxt0In May 2017, 1000 had been committed to Northwest Iowa Community College for the benefit of Joseph Lekwa payable in 2017, but recipient did not get information to taxpayer until after December 31, 2017 resulting in payment being made in 2018. In May 2017, 1000 had been committed to Muscatine Community College for the benefit of Megan Rush payable in 2017, but recipient did not get information to taxpayer until after December 31, 2017 resulting in payment being made in 2018. All payments were made in the first quarter of 2018.
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt03373
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0Refunded Scholarship
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc1Refunded Trustee Fee
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03373
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03373
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01695
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7039
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03373
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03373
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0961
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt017
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7039
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0218983
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0226022
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0218983
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010939
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010939
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010939
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010958
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt019
IRS990PF/DistributableAmountGrp/TotalTaxAmt019
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt019
IRS990PF/FMVAssetsEOYAmt0218983
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0226022
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0218983
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0226022
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0218983
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0226022
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0218983
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0226022
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0218983
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0222503
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0222503
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03338
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010958
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0219165
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0222503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.65
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Community Bank & Trust
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01695
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0229 Main Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Columbus Junction
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt011027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt011037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt011000
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0219165
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.251576
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt08000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010000
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt02000
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/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Community Bank & Trust
IRS990PF/StatementsRegardingActyGrp/PhoneNum03197282226
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Trust distributed $8,000.00 to further the education of high school graduates from the Columbus Community School District and also committed an additional $2000 that was to be paid in 2017 but was not delivered until 2018 along with paying the administrative expenses associated with the
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0management of the trust.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
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/GrantOrContriApprvForFutGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0Education
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1Education
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0Northwest Iowa Community College FBO Joseph Lekwa
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1Muscatine Community College FBO Megan Rush
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0College Attended
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1College Attended
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0603 W Park Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt15396 152 Colorado Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Sheldon
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1Muscatine
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
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/RecipientBusinessName/BusinessNameLine1Txt0Iowa State University FBO Kelsey Pretz
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Iowa State University FBO Elijah Sents
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Geneva College FBO Sarah Rae Todd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Iowa State University FBO Laura Mincks
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Simpson CollegeFBO Erin Rush
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5University of Wisconsin Platteville FBO Dalton Howell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Iowa State University FBO Tucker Morrison
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Iowa State University FBO Erik Rees
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0College Attended
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1College Attended
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2College Attended
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3College Attended
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4College Attended
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5College Attended
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6College Attended
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7College Attended
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01220 Beardshear Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11220 Beardshear Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23200 College Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31220 Beardshear Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4701 North C Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51 University Plaza
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61220 Beardshear Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71220 Beardshear Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Ames
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Ames
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Beaver Falls
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Ames
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Indianola
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Platteville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Ames
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Ames
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd215010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5538183099
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd650011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd750011
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt02000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08000
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/AppliedToCurrentYearAmt0549
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09451
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010939
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010390
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09451
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Newell and Sents
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0700
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0700
TaxesSchedule/TaxesDetail/Amt017
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt017
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jane Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice presidentTrust officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId018E35F97B02EE7098B8A5D968DBC05AE7CF1DF1A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A231C67EDD9067B9CC71F27DFEEF19A4CC4A028D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.16.239.172
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:51:26
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/PreparationDt02018-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven A Sents
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-09T09:42:02-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$218,983
Liabilities
$0
Net assets
$218,983
Revenue
$3,373
Expenses
$10,412
Net income
-$7,039
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
2017Detailed filing. Detailed filing data is available for this year.$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