Civic Intelligence

Donald L Schaffert Living Trust

EIN 84-6599957 • Marquette, NE

2207 North M RoadMarquette, NE 68854
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

6th percentile

-348%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

51st percentile

-1.8%

Faster asset growth than 51% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-51%

Faster revenue growth than 18% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$43,801

Down $825 (-1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$43,801

Down $825 (-1.8%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin6th percentile

Revenue

Down

$237

Down $243 (-51%) from 2023

Expenses

Down

$1,062

Down $214,852 (-100%) from 2023

Net Income

Up

-$825

Up $214,609 (+100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2020: $267,130Liabilities 2020: $0Net Assets 2020: $267,1302020Assets 2021: $264,752Liabilities 2021: $0Net Assets 2021: $264,7522021Assets 2022: $260,060Liabilities 2022: $0Net Assets 2022: $260,0602022Assets 2023: $44,626Liabilities 2023: $0Net Assets 2023: $44,6262023Assets 2024: $43,801Liabilities 2024: $0Net Assets 2024: $43,8012024

Latest loaded filing

2024

Assets$43,801
Liabilities$0
Net Assets$43,801
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2020: $251,544Expenses 2020: $1,456,813Net Income 2020: -$1,205,2692020Revenue 2021: $3,042Expenses 2021: $5,420Net Income 2021: -$2,3782021Revenue 2022: $1,936Expenses 2022: $6,628Net Income 2022: -$4,6922022Revenue 2023: $480Expenses 2023: $215,914Net Income 2023: -$215,4342023Revenue 2024: $237Expenses 2024: $1,062Net Income 2024: -$8252024

Latest loaded filing

2024

Revenue$237
Expenses$1,062
Net Income-$825
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.22$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.00$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.00$0.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.25$1.46$1.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 19, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY ROBERTSHAWTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Donald L Schaffert Living Trust
EIN
84-6599957
Phone
4028492255
Address
2207 NORTH M ROAD, MARQUETTE, NE 68854

Signing Officer

Name
Jerry Robertshaw
Title
Trustee
Phone
4028492255
Signed
2026-03-19

Preparer

Firm
Dohman Akerlund & Eddy LLC
Address
PO BOX 470, AURORA, NE 68818-0470
Preparer
Timothy J Coufal CPA
Phone
4026946404
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY ROBERTSHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04028492255
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD L SCHAFFERT LIVING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0846599957
ReturnHeader/Filer/PhoneNum04028492255
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ReturnHeader/ReturnTs02026-03-23T14:10:42-04:00
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ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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