Form 990-EZ for tax year 2024
Filed by IOWA ACADEMY OF TRUST AND ESTATE COUNSEL.
Totals
- Total revenue
- $51,072
- Total expenses
- $69,533
- Contributions and grants received
- not reported
- Grants paid
- not reported
- Program service revenue
- $7,700
- Membership dues (line 3)
- $42,900
- Investment income (line 4)
- $472
- Gain or loss on sale of assets (line 5c)
- not reported
- Gaming and fundraising events, net (line 6d)
- not reported
- Gross profit on inventory sales (line 7c)
- not reported
- Other revenue (line 8)
- not reported
- Total assets, end of year
- $120,522
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $120,522
- Program service expenses (Part III)
- $56,535
Program services were 81.3% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.
Mission and programs · 2024
Primary exempt purpose
PROMOTE LEARNING AMONG TRUST LAWYERS
-
ANNUAL MEETING, SEMINAR AND EDUCATION - 90 MEMBERS ATTEND
Expenses $25,452
-
PROMOTE LEGISLATION
Expenses $24,000
-
HOST WEBSITE AND LISTSERVE
Expenses $7,083
As filed on the 2024 return.
Listed in Part IV
-
Paul MorfPAUL MORF
PRESIDENT AND DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Janice KerkoveJANICE KERKOVE
SECRETARY AND DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Breanna YoungBREANNA YOUNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James GoodmanJAMES GOODMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matt GardnerMATT GARDNER
VICE PRESIDENT AND DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kyle IrvinKYLE IRVIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joshua WeidemannJOSHUA WEIDEMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christine F HalbrookCHRISTINE F HALBROOK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wayne ReamesWAYNE REAMES
DIRECTOR AND TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen KohorstKATHLEEN KOHORST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990_ez
- Tax year
- 2024
- Filed
- 1 September 2025
- IRS schema version
- 2024v5.2
- Source object
- 202610129349200251
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