Civic Intelligence

Charles E Shellabarger Educational Trust

990PF • Fiscal year 2022 • EIN 42-6574321

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

Organization Profile
Community Bank 229 Main StColumbus Junction, IA 52738

(319) 653-2177

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

89th percentile

0.31x

Higher debt load relative to revenue than 89% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

5th percentile

-250%

Higher net margin than 5% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$1,391

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 42.7% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

40th percentile

-4.4%

Faster asset growth than 40% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

38th percentile

-4.1%

Faster revenue growth than 38% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$177,337

Down $8,152 (-4.4%) from 2021

Net Assets

Down

$176,337

Down $9,152 (-4.9%) from 2021

Liabilities

Up

$1,000

Up $1,000 from 2021

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin5th percentile

Revenue

Down

$3,261

Down $141 (-4.1%) from 2021

Expenses

Down

$11,413

Down $7,604 (-40%) from 2021

Net Income

Up

-$8,152

Up $7,463 (+48%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2022

Assets$177,337
Liabilities$1,000
Net Assets$176,337
Open 2022 Filing

Operations Trend

Revenue Growth38th 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

2022

Revenue$3,261
Expenses$11,413
Net Income-$8,152
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,391-$1,391
Filing and Contact Details

Filer

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

Signing Officer

Name
Susan Schultz
Title
Trust Officer
Signed
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Bordwell & Parsons PLC
Address
206 W Main Street PO Box 308, Washington, IA 52353
Preparer
Richard S Bordwell
Phone
3196532177
Raw XML Appendix282 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
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0The trust has awarded and had existing commitments to provide scholarships to eight graduates of Columbus Community High School during their anticipated Spring semester tuition. 6000 was accordingly set aside to cover these payments delayed due to Covid affected schedules. See schedule of student and amount set aside attached.
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt03261
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/Desc0Refunded Scholarship
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/Desc1Refunded Trustee Fee
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt03261
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03261
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01391
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01391
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-8152
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03261
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03261
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0975
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0975
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03214
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt011413
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03261
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03261
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02366
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02413
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8152
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0177337
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0185489
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0176337
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08890
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08890
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08890
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08935
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt045
IRS990PF/DistributableAmountGrp/TotalTaxAmt045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt045
IRS990PF/FMVAssetsEOYAmt0177337
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0185489
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0176337
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0185489
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0177337
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0177337
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0185489
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0177337
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0177337
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0185489
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0177337
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0185489
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0176337
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0181413
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0181413
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02721
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08935
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0178692
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0181413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.65
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Community Bank & Trust
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01391
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt011366
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt011366
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt11
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.
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02018
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
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/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 $9,000.00 to further the education of high school graduates from the Columbus Community High School along with paying the administrative expenses associated with the management of the trust.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt011366
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/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
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/RecipientBusinessName/BusinessNameLine1Txt0University of Northern Iowa FBO Martha P Garcia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Iowa State University FBO Taylor Rae Howell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Southeastern Community College FBO Odalyz Elia Valdez
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Iowa State University FBO Owen Watson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4St Ambrose University FBO Vanessa Mena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Chamberlain University FBO Grace Ann Watson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6University of Iowa FBO Libby White
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Southeastern Community College FBO Freddy Vergara
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Southeastern Community College FBO Juvixsa Valdez
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01227 W 27th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11220 Beardshear Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21500 West Agency Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31220 Beardshear Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4518 Locust Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5700 College Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6Calvin Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71500 West Agency Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81500 West Agency Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cedar Falls
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Ames
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2West Burlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Ames
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Davenport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Decorah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Iowa City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7West Burlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8West Burlington
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/ZIPCd050614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252655
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd452803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd552101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd652242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd752655
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd852655
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09000
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/AppliedToCurrentYearAmt01846
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09520
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08890
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01413
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01413
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt08082
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011366
IRS990PF/UndistributedIncomeGrp/Taxable1Amt08082
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01413
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt08082
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05631
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09520
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Bordwell Parsons
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0975
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0975
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Scholarships yet to pay for 2021
TaxesSchedule/TaxesDetail/Amt047
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt047
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Schultz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charles E Shellabarger Educational Trust
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0426574321
ReturnHeader/Filer/USAddress/AddressLine1Txt0Community Bank 229 Main St
ReturnHeader/Filer/USAddress/CityNm0Columbus Junction
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052738
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871010806
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bordwell & Parsons PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0206 W Main Street PO Box 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052353
ReturnHeader/PreparerPersonGrp/PhoneNum03196532177
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard S Bordwell
ReturnHeader/ReturnTs02023-05-12T05:02:57-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Susan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Schultz
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$177,337
Liabilities
$1,000
Net assets
$176,337
Revenue
$3,261
Expenses
$11,413
Net income
-$8,152
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