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NELLIE R SHERWOOD TRUST

EIN 42-6061621 CEDAR RAPIDS, IA

Revenue 2024
$6,978
Expenses 2024
$4,026

Program services were 69.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
Y33Z
Classification
1000
Street
1026 A AVE NE

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).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • CHARLES BECKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • ANNE CARTER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • STEVEN CAVES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • BRIAN GLOBOKAR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • CURTIS HEIDEMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • DONALD JOHNSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • KATHLEEN MINETTE

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • JOHN OSAKO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • MARY ANN OSBORN

    BOARD MEMBER

    Total calculated
    $43,389
    From this org
    $0
    From related orgs
    $30,580
    Other
    $12,809
    Hours/week
    1 + 40 related
  • ANNE PARMLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • HEATHER ROBERTSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • CHRIS SKOGMAN

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • CASEY GREENE

    BOARD MEMBER & MKT PRESIDENT

    Total calculated
    $508,950
    From this org
    $0
    From related orgs
    $426,171
    Other
    $82,779
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $378,846 related
    Bonus
    $0 + $43,619 related
    Other
    $0 + $3,706 related
    Deferred
    $0 + $55,706 related
    Nontaxable benefits
    $0 + $27,073 related
    Filer's total
    $0 + $508,950 related
  • GREG CHURCHILL

    BOARD MEMBER

    Total calculated
    $14,500
    From this org
    $0
    From related orgs
    $14,500
    Other
    $0
    Hours/week
    1 + 1 related
  • LUCAS HICKS

    MKT VP FINANCE

    Total calculated
    $301,061
    From this org
    $0
    From related orgs
    $276,565
    Other
    $24,496
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $253,530 related
    Bonus
    $0 + $21,149 related
    Other
    $0 + $1,886 related
    Deferred
    $0 + $13,954 related
    Nontaxable benefits
    $0 + $10,542 related
    Filer's total
    $0 + $301,061 related
  • MICHELLE NIERMANN TO 0823

    FORMER BOARD MEMBER & PRESIDENT/CEO

    Total calculated
    $942,883
    From this org
    $0
    From related orgs
    $799,714
    Other
    $143,169
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $629,784 related
    Bonus
    $0 + $138,313 related
    Other
    $0 + $31,617 related
    Deferred
    $0 + $112,246 related
    Nontaxable benefits
    $0 + $30,923 related
    Filer's total
    $0 + $942,883 related
  • MICHAEL HEINRICH TO 0323

    FORMER EXEC VP/CFO

    Total calculated
    $1,054,804
    From this org
    $0
    From related orgs
    $941,690
    Other
    $113,114
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $559,102 related
    Bonus
    $0 + $77,630 related
    Other
    $0 + $304,958 related
    Deferred
    $0 + $100,904 related
    Nontaxable benefits
    $0 + $12,210 related
    Filer's total
    $0 + $1,054,804 related

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 — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $6,978
    Expenses
    $4,026
    Contributions
    $0
    Grants paid
    $2,810
  • 2023
    Revenue
    $4,054
    Expenses
    $7,959
    Contributions
    $0
    Grants paid
    $6,719
  • 2022
    Revenue
    $12,157
    Expenses
    $8,725
    Contributions
    $0
    Grants paid
    $7,273

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.

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.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

The first 25 as filed. The return lists every one.

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

Listed as of 10 September 2026, under deductibility SOUNK.

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.