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Nonprofit · EIN 84-6447096

PEPETUAL CARE CEMETERY TRUST

Tax-exempt · IOWA CITY, IA 52244

Financials

$38K$8K2023$70K$39K2024
Revenue Expenses · by fiscal year end
Financials of PEPETUAL CARE CEMETERY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$70,131$38,793$31,338$809,243$0$809,243
December 31, 2023990$38,340$7,513$30,827$761,604$0$761,604
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$15,051
Program service revenue
$0
Investment income
$55,080
Net gain from sales of assets
$33,036
Other revenue
$0

Expenses

Grants and similar amounts paid
$30,464
Compensation of officers, directors and key employees
$4,589
Salaries, compensation and benefits (total)
$4,589
Professional fundraising fees
$0
Legal fees
$820
Accounting fees
$1,390
Program services (functional)
$30,464
Management and general (functional)
$8,329

Balance sheet and other

Total assets, start of year
$761,604
Total assets, end of year
$809,243
Total liabilities, end of year
$0
Net assets, end of year
$809,243
Publicly traded securities
$780,587
Net assets with donor restrictions
$809,243
Gross receipts
$249,568
Employees
0
Volunteers
1
Year formed
2019
State of legal domicile
IA

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
MIDWESTONE BANKSANDRA MORROW VPCO-TRUSTEE
Institutional trustee
2$6,119
JAMES M HANSENCO-TRUSTEE
Trustee or director
–$0
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
MIDWESTONE BANKSANDRA MORROW VPCO-TRUSTEE
Institutional trustee
2$5,483
JAMES M HANSENCO-TRUSTEE
Trustee or director
–$0

Address and contacts

Address (IRS master file)
PO BOX 1700, IOWA CITY, IA 52244-1700
In care of
% AGREEMENT OF FOREST CEMETERY ASSO
Principal officer (990 for 2024)
MIDWESTONE BANKSANDRA MORROW VP, PO BOX 1700, IOWA CITY, IA 522441700
Signed the 990
MIDWESTONE BANKSANDRA MORROW VP, CO-TRUSTEE
Phone
(319) 248-5146
Return prepared by
TDT CPAS AND ADVISORS PC

Mission

TO SAFEGUARD THE PRINCIPAL OF THE CARE FUND WHICH IS INTENDED TO REMAIN AVAILABLE PERPETURALLY AS A FUNDING SOURCE FOR THE CARE OF FOREST CEMETERY IN OSKALOOSA IOWA AS SPECIFIED UNDER THE IOWA CODE CHAPTER 523I.

990 for the year ended December 31, 2024

Program accomplishments

  • SAFEGUARDED ASSETS
    Expenses $30,464 · grants $30,464

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
84-6447096
Tax-exempt status
501(c)(13): Cemetery company
Donations deductible (Pub 78)
Organization other than a public charity or private foundation
Exempt since
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$809,243
Income (IRS master file)
$249,568

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$70,131$38,793$809,243XML
990December 2023$38,340$7,513$761,604XML
990December 2022$26,462$39,782$670,151IRS
990December 2021–––IRS
990December 2020–––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 84-6447096).

Questions about PEPETUAL CARE CEMETERY TRUST

What is the EIN of PEPETUAL CARE CEMETERY TRUST?
The employer identification number (EIN) of PEPETUAL CARE CEMETERY TRUST is 84-6447096.
Is PEPETUAL CARE CEMETERY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(13) since 2020.
Are donations to PEPETUAL CARE CEMETERY TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
Which annual return does PEPETUAL CARE CEMETERY TRUST 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 PEPETUAL CARE CEMETERY TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PEPETUAL CARE CEMETERY TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of PEPETUAL CARE CEMETERY TRUST?
The 990 for the year ended December 31, 2024 names MIDWESTONE BANKSANDRA MORROW VP.
Who are the officers and directors of PEPETUAL CARE CEMETERY TRUST?
The 990 for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $6,119 (MIDWESTONE BANKSANDRA MORROW VP, CO-TRUSTEE).
How much revenue does PEPETUAL CARE CEMETERY TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $70,131, expenses of $38,793 and total assets of $809,243 at year end.

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