Civic Intelligence

Charles E Shellabarger Educational Trust

990PF • Fiscal year 2024 • EIN 42-6574321

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 03, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

4th percentile

-252%

Higher net margin than 4% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$1,265

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 41.2% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-4.6%

Faster asset growth than 38% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

-2.4%

Faster revenue growth than 41% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$160,886

Down $7,724 (-4.6%) from 2023

Net Assets

Down

$160,886

Down $7,724 (-4.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$3,069

Down $74 (-2.4%) from 2023

Expenses

Down

$10,793

Down $1,077 (-9.1%) from 2023

Net Income

Up

-$7,724

Up $1,003 (+11%) from 2023

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

2024

Assets$160,886
Liabilities$0
Net Assets$160,886

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

2024

Revenue$3,069
Expenses$10,793
Net Income-$7,724
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 3, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Community Bank TrustTrustee-$1,265-$1,265
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBuena Vista University FBO Daniel MartinezEducation-Storm Lake, IA, US$1,000
Paid GrantBuena Vista University FBO Victoria HowellEducation-Storm Lake, IA, US$1,000
Paid GrantIowa State University FBO Owen B WatsonEducation-Ames, IA, US$1,000
Paid GrantUniversity of Iowa FBO Libby WhiteEducation-Iowa City, IA, US$1,000
Paid GrantGrinnell College FBO Brynna SchwabEducation-Grinnell, IA, US$1,000
Paid GrantIowa State University FBO Cael PhillipsEducation-Ames, IA, US$1,000
Paid GrantIowa State University FBO Damian VergaraEducation-Ames, IA, US$1,000
Paid GrantMuscatine Community College FBO Dakota StormEducation-Muscatine, IA, US$1,000
Paid GrantSoutheastern Community College FBO Freddy VergaraEducation-West Burlington, IA, US$500
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
2025-04-03
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 Appendix323 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/USAddress/AddressLine1Txt0229 Main Street
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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 $8,500.00 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/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Buena Vista University FBO Daniel Martinez
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Buena Vista University FBO Victoria Howell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Iowa State University FBO Owen B Watson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Southeastern Community College FBO Freddy Vergara
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4University of Iowa FBO Libby White
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Grinnell College FBO Brynna Schwab
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Iowa State University FBO Cael Phillips
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Iowa State University FBO Damian Vergara
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Muscatine Community College FBO Dakota Storm
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0610 W 4th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1610 W 4th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21220 Beardshear Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31500 West Agency Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4Calvin Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51121 Park St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61220 Beardshear Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71220 Beardshear Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8152 Colorado St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Ames
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3West Burlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Iowa City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Grinnell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Ames
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Ames
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Muscatine
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/ZIPCd050588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd352655
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd452242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd550112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd650011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd750011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd852761
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08500
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0869
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09881
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09881
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09881
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09881
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0869
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fee
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0975
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Court costs
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt043
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jane Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum03197282226
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-03
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/ReturnTs02025-04-03T16:54:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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