Nonprofit · EIN 45-5547698
IOWA ACADEMY OF TRUST AND ESTATE COUNSEL
Tax-exempt · CEDAR RAPIDS, IA 52401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $76,542 | $76,926 | -$384 | $120,138 | $0 | $120,138 |
| June 30, 2025 | 990-EZ | $51,072 | $69,533 | -$18,461 | $120,522 | $0 | $120,522 |
| June 30, 2024 | 990-EZ | $29,875 | $44,843 | -$14,968 | $138,983 | $0 | $138,983 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Membership dues
- $67,375
- Program service revenue
- $8,600
- Investment income
- $567
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $32,025
- Other expenses
- $44,901
- Program services (functional)
- $62,641
Balance sheet and other
- Total assets, start of year
- $120,522
- Total assets, end of year
- $120,138
- Total liabilities, end of year
- $0
- Net assets, end of year
- $120,138
- Cash, savings and investments
- $120,138
- Gross receipts
- $76,542
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL MORF | PRESIDENT AND DIRECTOR | 1 | $0 |
| JANICE KERKOVE | DIRECTOR | 1 | $0 |
| BREANNA YOUNG | DIRECTOR | 1 | $0 |
| JAMES GOODMAN | DIRECTOR | 1 | $0 |
| MATT GARDNER | VICE PRESIDENT AND DIRECTOR | 1 | $0 |
| KYLE IRVIN | DIRECTOR | 1 | $0 |
| JOSHUA WEIDEMANN | DIRECTOR | 1 | $0 |
| CHRISTINE F HALBROOK | SECRETARY AND DIRECTOR | 1 | $0 |
| WAYNE REAMES | DIRECTOR AND TREASURER | 1 | $0 |
| ROBERT HODGES | DIRECTOR | 1 | $0 |
| CARLA HUGHES | DIRECTOR | 1 | $0 |
990-EZ for the year ended June 30, 2025: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL MORF | PRESIDENT AND DIRECTOR | 1 | $0 |
| JANICE KERKOVE | SECRETARY AND DIRECTOR | 1 | $0 |
| BREANNA YOUNG | DIRECTOR | 1 | $0 |
| JAMES GOODMAN | DIRECTOR | 1 | $0 |
| MATT GARDNER | VICE PRESIDENT AND DIRECTOR | 1 | $0 |
| KYLE IRVIN | DIRECTOR | 1 | $0 |
| JOSHUA WEIDEMANN | DIRECTOR | 1 | $0 |
| CHRISTINE F HALBROOK | DIRECTOR | 1 | $0 |
| WAYNE REAMES | DIRECTOR AND TREASURER | 1 | $0 |
| KATHLEEN KOHORST | DIRECTOR | 1 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL MORF | PRESIDENT AND DIRECTOR | 1 | $0 |
| JANICE KERKOVE | SECRETARY AND DIRECTOR | 1 | $0 |
| BREANNA YOUNG | DIRECTOR | 1 | $0 |
| JAMES GOODMAN | DIRECTOR | 1 | $0 |
| MATT GARDNER | VICE PRESIDENT AND DIRECTOR | 1 | $0 |
| KYLE IRVIN | DIRECTOR | 1 | $0 |
| JOSHUA WEIDEMANN | DIRECTOR | 1 | $0 |
| CHRISTINE F HALBROOK | DIRECTOR | 1 | $0 |
| WAYNE REAMS | DIRECTOR | 1 | $0 |
| KATHLEEN KOHORST | DIRECTOR | 1 | $0 |
| MICHEL NELSON | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 115 3RD ST SE STE 1200, CEDAR RAPIDS, IA 52401-1222
- In care of
- % WAYNE REAMES
- Signed the 990-EZ
- WAYNE REAMES, DIRECTOR AND TREASURER
- Phone
- (319) 366-7641
- Website
- IOWATEC.ORG
- Return prepared by
- Simmons Perrine PLC
Mission
PROMOTE LEARNING AMONG TRUST LAWYERS
Program accomplishments
- ANNUAL MEETING, SEMINAR AND EDUCATION - 90 MEMBERS ATTENDExpenses $28,834
- PROMOTE LEGISLATIONExpenses $30,000
- HOST WEBSITE AND LISTSERVEExpenses $3,807
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 45-5547698
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2012
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $120,138
- Income (IRS master file)
- $76,542
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $76,542 | $76,926 | $120,138 | XML |
| 990-EZ | June 2025 | $51,072 | $69,533 | $120,522 | XML |
| 990-EZ | June 2024 | $29,875 | $44,843 | $138,983 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-5547698).
Questions about IOWA ACADEMY OF TRUST AND ESTATE COUNSEL
- What is the EIN of IOWA ACADEMY OF TRUST AND ESTATE COUNSEL?
- The employer identification number (EIN) of IOWA ACADEMY OF TRUST AND ESTATE COUNSEL is 45-5547698.
- Is IOWA ACADEMY OF TRUST AND ESTATE COUNSEL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2012.
- Are donations to IOWA ACADEMY OF TRUST AND ESTATE COUNSEL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IOWA ACADEMY OF TRUST AND ESTATE COUNSEL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of IOWA ACADEMY OF TRUST AND ESTATE COUNSEL due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IOWA ACADEMY OF TRUST AND ESTATE COUNSEL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who are the officers and directors of IOWA ACADEMY OF TRUST AND ESTATE COUNSEL?
- The 990-EZ for the year ended June 30, 2026 lists 11 people; 0 received compensation from the organization.
- How much revenue does IOWA ACADEMY OF TRUST AND ESTATE COUNSEL have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $76,542, expenses of $76,926 and total assets of $120,138 at year end.
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All nonprofits in CEDAR RAPIDS · Iowa · Community improvement and capacity building