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Iowa Academy Of Trust And Estate Counsel

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$29.9k (2024)

Expenses
$44.8k (2024)

Total Assets
$139k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2014 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 June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$29,875
Expenses
$44,843
Net Income
-$14,968
Net Assets
$138,983
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,500
21.8%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $138,983
Total Liabilities $0
Net Assets $138,983
Compensation
Key Employees and Officers Compensation Other
Paul Morf (President And Director) $0 $0
Janice Kerkove (Secretary And Director) $0 $0
Breanna Young (Director) $0 $0
James Goodman (Director) $0 $0
Matt Gardner (Vice President And Director) $0 $0
Kyle Irvin (Director) $0 $0
Joshua Weidemann (Director) $0 $0
Christine F Halbrook (Director) $0 $0
Wayne Reams (Director) $0 $0
Kathleen Kohorst (Director) $0 $0
Michel Nelson (Treasurer) $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$74,404
Expenses
$39,984
Net Income
$34,420
Net Assets
$153,951
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,029
9.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $153,951
Total Liabilities $0
Net Assets $153,951
Compensation
Key Employees and Officers Compensation Other
Michel Nelson (Treasurer And Director) $0 $0
Paul Morf (President And Director) $0 $0
Janice Kerkove (Secretary And Director) $0 $0
Breanna Young (Director) $0 $0
James Goodman (Director) $0 $0
Matt Gardner (Vice President And Director) $0 $0
Kyle Irvin (Director) $0 $0
Joshua Weidemann (Director) $0 $0
Christine F Halbrook (Director) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$27,335
Expenses
$40,514
Net Income
-$13,179
Net Assets
$119,531
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,335
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $119,531
Total Liabilities $0
Net Assets $119,531
Compensation
Key Employees and Officers Compensation Other
Michel Nelson (Treasurer And Director) $0 $0
Paul Morf (President And Director) $0 $0
Janice Kerkove (Secretary And Director) $0 $0
Breanna Young (Director) $0 $0
James Goodman (Director) $0 $0
Matt Gardner (Vice President And Director) $0 $0
Kyle Irvin (Director) $0 $0
Joshua Weidemann (Director) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$63,800
Expenses
$83,628
Net Income
-$19,828
Net Assets
$132,710
Notable Sources of Revenue Percent of Total Revenue
Contributions $63,800
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $132,710
Total Liabilities $0
Net Assets $132,710
Compensation
Key Employees and Officers Compensation Other
Michel Nelson (Treasurer And Director) $0 $0
Paul Morf (President And Director) $0 $0
Janice Kerkove (Secretary And Director) $0 $0
Breanna Young (Director) $0 $0
James Goodman (Director) $0 $0
Matt Gardner (Vice President And Director) $0 $0
Kyle Irvin (Director) $0 $0
Joshua Weidemann (Director) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$54,212
Expenses
$25,406
Net Income
$28,806
Net Assets
$152,538
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,300
7.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,612
4.8%
Assets/Debt
Total Assets $152,538
Total Liabilities $0
Net Assets $152,538
Compensation
Key Employees and Officers Compensation Other
Michel Nelson (Treasurer And Director) $0 $0
Paul Morf (President And Director) $0 $0
Janice Kerkove (Secretary And Director) $0 $0
Margaret Van Houten (Director) $0 $0
James Goodman (Director) $0 $0
Matt Gardner (Vice President And Director) $0 $0
Kyle Irvin (Director) $0 $0
Joshua Weidemann (Director) $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$50,600
Expenses
$47,905
Net Income
$2,695
Net Assets
$123,732
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,700
15.2%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $123,732
Total Liabilities $0
Net Assets $123,732
Compensation
Key Employees and Officers Compensation Other
Michel Nelson (Treasurer And Director) $0 $0
Paul Morf (President And Director) $0 $0
Janice Kerkove (Secretary And Director) $0 $0
Margaret Van Houten (Director) $0 $0
James Goodman (Director) $0 $0
Barbara Orzechowski (Director) $0 $0
Matt Gardner (Vice President And Director) $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$51,491
Expenses
$44,644
Net Income
$6,847
Net Assets
$121,037
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,316
16.2%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $121,037
Total Liabilities $0
Net Assets $121,037
Compensation
Key Employees and Officers Compensation Other
Michel Nelson (Treasurer And Director) $0 $0
Ronni Begleiter (President And Director) $0 $0
Paul Morf (Vice President And Director) $0 $0
Janice Kerkove (Secretary And Director) $0 $0
Margaret Van Houten (Director) $0 $0
James Goodman (Director) $0 $0
Barbara Orzechowski (Director) $0 $0
Matt Gardner (Director) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$52,900
Expenses
$23,711
Net Income
$29,189
Net Assets
$114,190
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,525
14.2%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $114,190
Total Liabilities $0
Net Assets $114,190
Compensation
Key Employees and Officers Compensation Other
Michel Nelson (Treasurer And Director) $0 $0
Ronni Begleiter (President And Director) $0 $0
Paul Morf (Vice President And Director) $0 $0
Janice Kerkove (Secretary And Director) $0 $0
Margaret Van Houten (Director) $0 $0
James Goodman (Director) $0 $0
Barbara Orzechowski (Director) $0 $0
Matt Gardner (Director) $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$55,420
Expenses
$35,412
Net Income
$20,008
Net Assets
$85,001
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,670
15.6%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $85,001
Total Liabilities $0
Net Assets $85,001
Compensation
Key Employees and Officers Compensation Other
Michel Nelson (Treasurer And Director) $0 $0
Ronni Begleiter (President And Director) $0 $0
Paul Morf (Vice President And Director) $0 $0
Janice Kerkove (Secretary And Director) $0 $0
Margaret Van Houten (Director) $0 $0
James Goodman (Director) $0 $0
Barbara Orzechowski (Director) $0 $0
Matt Gardner (Director) $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$60,490
Expenses
$36,477
Net Income
$24,013
Net Assets
$64,993
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,365
20.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $64,993
Total Liabilities $0
Net Assets $64,993
Compensation
Key Employees and Officers Compensation Other
Michel Nelson (Treasurer And Director) $0 $0
Ronni Begleiter (President And Director) $0 $0
Paul Morf (Vice President And Director) $0 $0
Janice Kerkove (Secretary And Director) $0 $0
Margaret Van Houten (Director) $0 $0
James Goodman (Director) $0 $0
Barbara Orzechowski (Director) $0 $0
Matt Gardner (Director) $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,956
Expenses
$37,716
Net Income
$20,240
Net Assets
$40,980
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,481
19.8%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $40,980
Total Liabilities $0
Net Assets $40,980
Compensation
Key Employees and Officers Compensation Other
Michel Nelson (Treasurer And Director) $0 $0
Ronni Begleiter (President And Director) $0 $0
Paul Morf (Vice President And Director) $0 $0
Janice Kerkove (Secretary And Director) $0 $0
Margaret Van Houten (Director) $0 $0
James Goodman (Director) $0 $0
Barbara Orzechowski (Director) $0 $0
Matt Gardner (Director) $0 $0

Document Links

About 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 »

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.

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