EIN 45-5547698

Iowa Academy of Trust and Estate Counsel

Name: Iowa Academy of Trust and Estate Counsel financials for 2024
Creator: Cause IQ
License: https://creativecommons.org/licenses/by-nc-nd/4.0/

Personnel|Financials|Form 990s|Peers

IRS 501(c) type

501(c)(6)

Num. employees

Unknown

City

Cedar Rapids

State

Iowa

Year formed

2012

Most recent tax filings

2024-06-01

NTEE code, primary

S41: Promotion of Business

Description

Iowa Academy of Trust and Estate Counsel promotes learning among trust lawyers through its various programs such as annual meeting, seminar, and education. These programs attract 90 members annually. Additionally, the organization works to promote legislation in the field of trust and estate law.

Total revenues

$29,875

2024

Total expenses

$44,843

2024

Total assets

$138,983

2024

Num. employees

n/a

Personnel at Iowa Academy of Trust and Estate Counsel

Name	Title	Compensation	Date of data
Michel Nelson	Treasurer and D	$0	2023-09-10
Ronni Begleiter	President and Director	$0	2018-06-30

Financials for Iowa Academy of Trust and Estate Counsel

Revenues	FYE 06/2024	FYE 06/2023	% Change
Total grants, contributions, etc.	$23,375	$67,375	-65.3%
Program services	$6,500	$7,029	-7.5%
Membership dues	$23,375	$67,375	-65.3%
Investment income and dividends	$0	$0	-
Net gain from sale of non-inventory assets	$0	$0	-
Net income from gaming activities and fundraising events, combined	$0	$0	-
Net income from sales of inventory	$0	$0	-
Miscellaneous revenues	$0	$0	-
Total revenues	$29,875	$74,404	-59.8%

Form 990s for Iowa Academy of Trust and Estate Counsel

Fiscal year ending	Date received by IRS	Form	PDF link
2024-06	2024-09-25	990EZ	View PDF
2023-06	2023-09-10	990EZ	View PDF
2022-06	2022-07-08	990EZ	View PDF
2021-06	2021-08-01	990EZ	View PDF
2020-06	2020-10-14	990EZ	View PDF
...and 6 more Form 990s

Organizations like Iowa Academy of Trust and Estate Counsel

Organization	Type	Location	Revenue
Salt Lake County Bar Association	501(c)(6)	Salt Lake City, UT	$76,355
Stonewall Bar Association of Georgia	501(c)(6)	Atlanta, GA	$20,655
Cleveland Academy of Trial Attorneys	501(c)(6)	Cleveland, OH	$85,885
Maryland Defense Counsel	501(c)(6)	Riderwood, MD	$25,815
American Academy of Matrimonial Lawyers / Virginia Chapter	501(c)(6)	Fairfax, VA	$31,650
Howard County Bar Association	501(c)(6)	Ellicott City, MD	$80,007
Sioux Falls Estate Planning Council	501(c)(6)	Sioux Falls, SD	$83,643
Placer County Bar Association	501(c)(6)	Auburn, CA	$62,694
Madison County Bar Association	501(c)(6)	Edwardsville, IL	$23,025
Missouri Chapter National Academy of Elder Law Attorneys	501(c)(6)	Jefferson City, MO	$68,836

Data update history

November 30, 2023

Posted financials

Added Form 990EZ for fiscal year 2023

November 29, 2023

Updated personnel

Identified 1 new personnel

November 25, 2023

Posted financials

Added Form 990EZ for fiscal year 2022

April 14, 2022

Updated personnel

Identified 1 new personnel

April 12, 2022

Posted financials

Added Form 990EZ for fiscal year 2021

Nonprofit Types

Professional associationsBusiness and community development organizations

Issues

Crime and lawEducationBusiness and industry

Characteristics

MembershipsState / local levelNo full-time employees

General information

Address: 115 Third St Se Ste 1200; Cedar Rapids, IA 52401
Metro area: Cedar Rapids, IA
County: Linn County, IA
Website URL: iowatec.org/

IRS details

EIN: 45-5547698
Fiscal year end: June
Taxreturn type: Form 990-EZ
Year formed: 2012
Eligible to receive tax-deductible contributions (Pub 78): No

Categorization

NTEE code, primary: S41: Promotion of Business
NAICS code, primary: 813920: Professional Associations
Parent/child status: Independent

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Iowa Academy of Trust and Estate Counsel

Personnel at Iowa Academy of Trust and Estate Counsel

Financials for Iowa Academy of Trust and Estate Counsel

Form 990s for Iowa Academy of Trust and Estate Counsel

Organizations like Iowa Academy of Trust and Estate Counsel

Nonprofits

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