Myrtle Cass Tr

Johnson Jeff Ttee

Grinnell, IA
Tax-exempt since July 1998
EIN: 42-6563202

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$2.58M (2024)

Expenses

$219k (2024)

Total Assets

$3.02M (2024)

Total Liabilities

$0 (2024)

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

$2,579,305

Expenses

$219,422

Net Income

$2,359,883

Net Assets

$3,016,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,240	0.3%
Dividends	$10,884	0.4%
Sales of Assets	$2,462,001	95.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,707	82.8%
Compensation of Officers*	$8,873	4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,016,583
Total Liabilities	$0
Net Assets	$3,016,583

Compensation

Key Employees and Officers	Compensation	Other
West Bank (Trustee)	$5,873	$0
John F Bierman Iii (Trustee)	$3,000	$0

990-PF

Filed on Oct. 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$85,526

Expenses

$218,006

Net Income

-$132,480

Net Assets

$652,501

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,213	2.6%
Dividends	$7,084	8.3%
Sales of Assets	-$26,233
Other Income	$4,282	5.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,486	82.3%
Compensation of Officers*	$7,037	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$652,501
Total Liabilities	$0
Net Assets	$652,501

Compensation

Key Employees and Officers	Compensation	Other
West Bank (Trustee)	$4,037	$0
John F Bierman Iii (Trustee)	$3,000	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$86,058

Expenses

$202,332

Net Income

-$116,274

Net Assets

$781,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$602	0.7%
Dividends	$5,626	6.5%
Sales of Assets	-$18,350
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,837	77.0%
Compensation of Officers*	$13,263	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$781,668
Total Liabilities	$0
Net Assets	$781,668

Compensation

Key Employees and Officers	Compensation	Other
West Bank (Trustee)	$10,263	$0
John F Bierman Iii (Trustee)	$3,000	$0

990-PF

Filed on Oct. 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$412,424

Expenses

$180,358

Net Income

$232,066

Net Assets

$897,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.0%
Dividends	$786	0.2%
Sales of Assets	$322,333	78.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,603	74.6%
Compensation of Officers*	$9,446	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$897,941
Total Liabilities	$0
Net Assets	$897,941

Compensation

Key Employees and Officers	Compensation	Other
West Bank (Trustee)	$6,446	$0
John F Bierman Iii (Trustee)	$3,000	$0

990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$303,560

Expenses

$200,224

Net Income

$103,336

Net Assets

$665,874

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$83	0.0%
Dividends	$655	0.2%
Sales of Assets	$200,824	66.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,853	76.8%
Compensation of Officers*	$7,560	3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$665,875
Total Liabilities	$1
Net Assets	$665,874

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank (Trustee)	$4,560	$0
John F Bierman Iii (Trustee)	$3,000	$0

990-PF

Filed on June 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$116,956

Expenses

$195,401

Net Income

-$78,445

Net Assets

$568,455

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$229	0.2%
Dividends	$3,726	3.2%
Sales of Assets	$10,670	9.1%
Other Income	$333	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,749	70.0%
Compensation of Officers*	$9,414	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$568,456
Total Liabilities	$1
Net Assets	$568,455

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank (Trustee)	$6,414	$0
John F Bierman Iii (Trustee)	$3,000	$0

990-PF

Filed on May 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$108,980

Expenses

$190,025

Net Income

-$81,045

Net Assets

$646,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$290	0.3%
Dividends	$6,109	5.6%
Sales of Assets	$951	0.9%
Other Income	$172	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,971	72.1%
Compensation of Officers*	$10,406	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$646,980
Total Liabilities	$0
Net Assets	$646,980

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank (Trustee)	$7,406	$0
John F Bierman Iii (Trustee)	$3,000	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$121,134

Expenses

$190,254

Net Income

-$69,120

Net Assets

$728,080

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$113	0.1%
Dividends	$8,298	6.9%
Sales of Assets	$10,626	8.8%
Other Income	$383	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,644	73.4%
Compensation of Officers*	$10,474	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$728,080
Total Liabilities	$0
Net Assets	$728,080

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank (Trustee)	$7,474	$0
John F Bierman Iii (Trustee)	$3,000	$0

990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$125,966

Expenses

$195,762

Net Income

-$69,796

Net Assets

$792,312

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$64	0.1%
Dividends	$9,385	7.5%
Sales of Assets	$14,231	11.3%
Other Income	$594	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,302	71.7%
Compensation of Officers*	$11,156	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$792,312
Total Liabilities	$0
Net Assets	$792,312

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank (Trustee)	$8,156	$0
John F Bierman Iii (Trustee)	$3,000	$0

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$142,447

Expenses

$227,084

Net Income

-$84,637

Net Assets

$862,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$53	0.0%
Dividends	$16,916	11.9%
Sales of Assets	$11,135	7.8%
Other Income	$25	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,644	74.7%
Compensation of Officers*	$13,276	5.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$862,200
Total Liabilities	$0
Net Assets	$862,200

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank (Trustee)	$9,176	$0
John F Bierman Iii (Trustee)	$4,100	$0

990-PF

Filed on May 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$151,219

Expenses

$179,291

Net Income

-$28,072

Net Assets

$949,944

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30	0.0%
Dividends	$23,246	15.4%
Sales of Assets	$10,121	6.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,670	69.0%
Compensation of Officers*	$14,096	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$949,944
Total Liabilities	$0
Net Assets	$949,944

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$141,061

Expenses

$163,046

Net Income

-$21,985

Net Assets

$979,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$44	0.0%
Dividends	$19,041	13.5%
Sales of Assets	$6,889	4.9%
Other Income	$789	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,759	70.4%
Compensation of Officers*	$14,383	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$979,802
Total Liabilities	$0
Net Assets	$979,802

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$134,112

Expenses

$155,891

Net Income

-$21,779

Net Assets

$1,001,792

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$57	0.0%
Dividends	$18,568	13.8%
Sales of Assets	$71	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,311	70.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,001,792
Total Liabilities	$0
Net Assets	$1,001,792

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$123,484

Expenses

$123,722

Net Income

-$238

Net Assets

$1,023,759

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$60	0.0%
Dividends	$15,785	12.8%
Sales of Assets	$18,597	15.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,243	60.8%
Compensation of Officers*	$14,062	11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,023,759
Total Liabilities	$0
Net Assets	$1,023,759

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

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 »

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Updated January 26, 2026

Myrtle Cass Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.58M (2024)

Expenses $219k (2024)

Total Assets $3.02M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$2.58M (2024)

Expenses

$219k (2024)

Total Assets

$3.02M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2021

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Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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