First Congregational Endowment Trust

Waverly, IA
Tax-exempt since July 2024
EIN: 42-6265601

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$254k (2024)

Expenses

$134k (2024)

Total Assets

$1.8M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$253,673

Expenses

$134,196

Net Income

$119,477

Net Assets

$1,797,953

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,720	1.9%
Program Services	$0
Investment Income	$68,418	27.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$180,535	71.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$10,000	7.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,797,953
Total Liabilities	$0
Net Assets	$1,797,953

Compensation

Key Employees and Officers	Compensation	Related	Other
First Bank (Trustee)	$10,000	$0	$0
Jim Stevenson (Chairman)	$0	$0	$0
Dr Greg Hoekstra (Member)	$0	$0	$0
Craig Holdiman (Member)	$0	$0	$0
Laurie Allbaugh (Member)	$0	$0	$0
Craig Jensen (Member)	$0	$0	$0
Kay Leary (Member)	$0	$0	$0
Jill Mejia (Member)	$0	$0	$0
David Panicucci (Member)	$0	$0	$0
Barb Mardis (Member)	$0	$0	$0

+ View more people

990

Filed on Nov. 17, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$63,311

Expenses

$114,312

Net Income

-$51,001

Net Assets

$1,678,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$6,000	9.5%
Program Services	$0
Investment Income	$54,519	86.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,792	4.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$10,415	9.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,678,476
Total Liabilities	$0
Net Assets	$1,678,476

Compensation

Key Employees and Officers	Compensation	Related	Other
First Bank (Trustee)	$10,415	$0	$0
Jim Stevenson (Chairman)	$0	$0	$0
Dr Greg Hoekstra (Member)	$0	$0	$0
Craig Holdiman (Member)	$0	$0	$0
Laurie Allbaugh (Member)	$0	$0	$0
Craig Jensen (Member)	$0	$0	$0
Kay Leary (Member)	$0	$0	$0
Jill Mejia (Member)	$0	$0	$0
David Panicucci (Member)	$0	$0	$0
Barb Mardis (Member)	$0	$0	$0

+ View more people

990

Filed on Oct. 23, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$264,243

Expenses

$150,836

Net Income

$113,407

Net Assets

$1,745,113

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$110,049	41.6%
Program Services	$0
Investment Income	$46,749	17.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$107,445	40.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$13,046	8.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,745,113
Total Liabilities	$0
Net Assets	$1,745,113

Compensation

Key Employees and Officers	Compensation	Related	Other
First National Bank (Trustee)	$13,046	$0	$0
Ed Dams (Chairman)	$0	$0	$0
Cliff Highnam (Member)	$0	$0	$0
Anne Hoekstra (Secretary)	$0	$0	$0
Keith Jorgensen (Member)	$0	$0	$0
Gordon Lauterbach (Member)	$0	$0	$0
Jill Mejia (Member)	$0	$0	$0
Jim Stevenson (Member)	$0	$0	$0
Rich Thuesen (Member)	$0	$0	$0
Gary Waldon (Member)	$0	$0	$0

+ View more people

990

Filed on Nov. 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$136,705

Expenses

$145,401

Net Income

-$8,696

Net Assets

$1,631,706

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$24,736	18.1%
Program Services	$0
Investment Income	$44,374	32.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$67,595	49.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$13,127	9.0%

Assets/Debt
Total Assets	$1,631,706
Total Liabilities	$0
Net Assets	$1,631,706

Compensation

Key Employees and Officers	Compensation	Related	Other
Ed Dams (Chairman)	$0	$0	$0
Anne Hoekstra (Secretary)	$0	$0	$0
Jill Mejia (Member)	$0	$0	$0
Gordon Lauterbach (Member)	$0	$0	$0
Keith Jorgensen (Member)	$0	$0	$0
Steve Thorpe (Member)	$0	$0	$0
Cliff Highnam (Member)	$0	$0	$0
Gary Waldon (Member)	$0	$0	$0
Rich Thuesen (Member)	$0	$0	$0
First National Bank (Trustee)	$0	$0	$0

+ View more people

990

Filed on Oct. 11, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$172,277

Expenses

$167,871

Net Income

$4,406

Net Assets

$1,640,402

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$86,680	50.3%
Program Services	$0
Investment Income	$44,878	26.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$40,719	23.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$12,507	7.5%

Assets/Debt
Total Assets	$1,640,402
Total Liabilities	$0
Net Assets	$1,640,402

Compensation

Key Employees and Officers	Compensation	Related	Other
First National Bank (Trustee)	$12,507	$0	$0
Ed Dams (Chairman)	$0	$0	$0
Anne Hoekstra (Secretary)	$0	$0	$0
Shelli Panicucci (Member)	$0	$0	$0
Gordon Lauterbach (Member)	$0	$0	$0
Keith Jorgensen (Member)	$0	$0	$0
Steve Thorpe (Member)	$0	$0	$0
Cliff Highnam (Member)	$0	$0	$0
Gary Waldon (Member)	$0	$0	$0
Rich Thuesen (Member)	$0	$0	$0

+ View more people

990

Filed on May 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$59,486

Expenses

$205,358

Net Income

-$145,872

Net Assets

$1,635,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,387	2.3%
Program Services	$0
Investment Income	$38,270	64.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$19,829	33.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$12,386	6.0%

Assets/Debt
Total Assets	$1,635,996
Total Liabilities	$0
Net Assets	$1,635,996

Compensation

Key Employees and Officers	Compensation	Related	Other
First National Bank (Trustee)	$12,386	$0	$0
Robert Brock (Chairman)	$0	$0	$0
Steve Thorpe (Member)	$0	$0	$0
Craig Jensen (Member)	$0	$0	$0
Nancy Stevenson (Member)	$0	$0	$0
Barbara Hatinger (Secretary)	$0	$0	$0
Ed Dams (Member)	$0	$0	$0
Anne Hoekstra (Member)	$0	$0	$0
Keith Jorgensen (Member)	$0	$0	$0
Shelli Panicucci (Member)	$0	$0	$0

+ View more people

990

Filed on May 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$194,357

Expenses

$185,150

Net Income

$9,207

Net Assets

$1,781,868

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$57,499	29.6%
Program Services	$0
Investment Income	$38,266	19.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$98,188	50.5%
Net Inventory Sales	$0
Other Revenue	$404	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$13,271	7.2%

Assets/Debt
Total Assets	$1,781,868
Total Liabilities	$0
Net Assets	$1,781,868

Compensation

Key Employees and Officers	Compensation	Related	Other
First National Bank First National Bank (Trustee)	$13,271	$0	$0
Robert Brock (Chairman)	$0	$0	$0
Steve Thorpe (Member)	$0	$0	$0
Craig Jensen (Member)	$0	$0	$0
Nancy Stevenson (Member)	$0	$0	$0
Barbara Hatinger (Member)	$0	$0	$0
Ed Dams (Member)	$0	$0	$0
Anne Hoekstra (Member)	$0	$0	$0
Keith Jorgensen (Member)	$0	$0	$0
Shelli Panicucci (Member)	$0	$0	$0

+ View more people

990

Filed on May 13, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$167,397

Expenses

$108,045

Net Income

$59,352

Net Assets

$1,772,661

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$38,463	23.0%
Program Services	$0
Investment Income	$43,696	26.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$85,238	50.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$13,359	12.4%

Assets/Debt
Total Assets	$1,772,661
Total Liabilities	$0
Net Assets	$1,772,661

Compensation

Key Employees and Officers	Compensation	Related	Other
First National Bank First National Bank (Trustee)	$13,359	$0	$0
Dave Allbaugh (Chairman)	$0	$0	$0
Robert Brock (Member)	$0	$0	$0
Peter Blankenfeld (Member)	$0	$0	$0
Steve Thorpe (Member)	$0	$0	$0
Craig Jensen (Member)	$0	$0	$0
Nancy Stevenson (Member)	$0	$0	$0
Barbara Hatinger (Member)	$0	$0	$0
Kathy Franke (Member)	$0	$0	$0
Kay Thuesen (Secretary)	$0	$0	$0

+ View more people

990

Filed on Aug. 12, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$489,952

Expenses

$162,447

Net Income

$327,505

Net Assets

$1,713,309

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$11,100	2.3%
Program Services	$0
Investment Income	$36,285	7.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$442,567	90.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,148	1.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,713,309
Total Liabilities	$0
Net Assets	$1,713,309

Compensation

Key Employees and Officers	Compensation	Related	Other
Us Bank Na Us Bank Na (Trustee)	$13,158	$0	$0
First National Bank First National Bank (Trustee)	$3,148	$0	$0
Dave Allbaugh (Chairman)	$0	$0	$0
Robert Brock (Member)	$0	$0	$0
Peter Blankenfeld (Member)	$0	$0	$0
Russ Lauterbach (Member)	$0	$0	$0
Craig Jensen (Member)	$0	$0	$0
Nancy Stevenson (Member)	$0	$0	$0
Barbara Hatinger (Member)	$0	$0	$0
Kathy Franke (Member)	$0	$0	$0
Kay Thuesen (Secretary)	$0	$0	$0

+ View more people

990

Filed on May 13, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$107,955

Expenses

$149,487

Net Income

-$41,532

Net Assets

$1,385,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$29,984	27.8%
Program Services	$0
Investment Income	$41,961	38.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$36,010	33.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$20,196	13.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,385,804
Total Liabilities	$0
Net Assets	$1,385,804

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$116,524

Expenses

$302,328

Net Income

-$185,804

Net Assets

$1,427,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$20,000	17.2%
Program Services	$0
Investment Income	$41,432	35.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$55,092	47.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$21,386	7.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,427,336
Total Liabilities	$0
Net Assets	$1,427,336

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated April 20, 2026

First Congregational Endowment Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $254k (2024)

Expenses $134k (2024)

Total Assets $1.8M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

990

Fiscal Year Ending Dec. 2009

No Extracted Financial Data

Document Links

Revenue

$254k (2024)

Expenses

$134k (2024)

Total Assets

$1.8M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001