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IOWA ACADEMY OF TRUST AND ESTATE COUNSEL

EIN 45-5547698 CEDAR RAPIDS, IA

Browse the largest nonprofits in Iowa

Revenue 2025
$76,542
Expenses 2025
$76,926

Program services were 81.4% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

As filed

Subsection
06
NTEE code
S41
Classification
1000
Street
115 3RD ST SE STE 1200

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

8 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 1200). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2025

Primary exempt purpose

PROMOTE LEARNING AMONG TRUST LAWYERS

  • ANNUAL MEETING, SEMINAR AND EDUCATION - 90 MEMBERS ATTEND

    Expenses $28,834

  • PROMOTE LEGISLATION

    Expenses $30,000

  • HOST WEBSITE AND LISTSERVE

    Expenses $3,807

As filed on the 2025 return.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Paul Morf

    PRESIDENT AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Janice Kerkove

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Breanna Young

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • James Goodman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Matt Gardner

    VICE PRESIDENT AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kyle Irvin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Joshua Weidemann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Christine F Halbrook

    SECRETARY AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Wayne Reames

    DIRECTOR AND TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Robert Hodges

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Carla Hughes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, 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. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $76,542
    Expenses
    $76,926
    Contributions
    not reported
    Grants paid
    not reported
  • 2024
    Revenue
    $51,072
    Expenses
    $69,533
    Contributions
    not reported
    Grants paid
    not reported
  • 2023
    Revenue
    $29,875
    Expenses
    $44,843
    Contributions
    not reported
    Grants paid
    not reported
  • 2022
    Revenue
    $74,404
    Expenses
    $39,984
    Contributions
    not reported
    Grants paid
    not reported

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990-EZ

    Revenue
    $27,335
    Expenses
    $40,514
    Assets (EOY)
    $119,531
  • 2020 · 990-EZ

    Revenue
    $63,800
    Expenses
    $83,628
    Assets (EOY)
    $132,710
  • 2019 · 990-EZ

    Revenue
    $54,212
    Expenses
    $25,406
    Assets (EOY)
    $152,538
  • 2018 · 990-EZ

    Revenue
    $50,600
    Expenses
    $47,905
    Assets (EOY)
    $123,732
  • 2017 · 990-EZ

    Revenue
    $51,491
    Expenses
    $44,644
    Assets (EOY)
    $121,037
  • 2016 · 990-EZ

    Revenue
    $52,900
    Expenses
    $23,711
    Assets (EOY)
    $114,190
  • 2015 · 990-EZ

    Revenue
    $55,420
    Expenses
    $35,412
    Assets (EOY)
    $85,001
  • 2014 · 990-EZ

    Revenue
    $60,490
    Expenses
    $36,477
    Assets (EOY)
    $64,993
  • 2013 · 990-EZ

    Revenue
    $57,956
    Expenses
    $37,716
    Assets (EOY)
    $40,980

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.