Nellie R Sherwood Trust
Donations deductibleNellie R Sherwood Trust's network
21 people12 organisationsi21 people and 12 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (21). Violet dotted lines (53) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
21 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 19 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Robin Mixdorf Chair | Board Chair | 2018 | 8 yrs |
| Amanda O'Connor MD | Board Member | 2022 | 4 yrs |
| Anne Carter | Board Member | 2022 | 4 yrs |
| Anne Parmley | Board Member | 2020 | 6 yrs |
| Brian Globokar | Board Member | 2022 | 4 yrs |
| Casey Greene - Vpcoo to 0823 | Board Member & Pres/CEO (Fr 09/23) | 2023 | 3 yrs |
| Charles Becker | Board Member | 2018 | 8 yrs |
| Curtis Heideman | Board Member | 2022 | 4 yrs |
| Donald Johnson | Board Member | 2020 | 6 yrs |
| Gregory Churchill | Board Member | 2018 | 8 yrs |
| Heather Robertson | Board Member | 2023 | 3 yrs |
| John Osako | Board Member | 2023 | 3 yrs |
| Kathleen Minette | Board Vice Chair | 2018 | 8 yrs |
| Kathy Epley | Board Member | 2022 | 4 yrs |
| Lori Sundberg | Board Member | 2019 | 7 yrs |
| Mary Ann Osborn | Board Member | 2023 | 3 yrs |
| Michelle Niermann to 0823 | Board Member & President/CEO | 2023 | 3 yrs |
| NED Austin MD | Board Member | 2023 | 3 yrs |
| Sally Gray | Board Member | 2018 | 8 yrs |
| Steven Caves | Board Member | 2018 | 8 yrs |
| Steven Wahle MD | Board Member | 2018 | 8 yrs |
Officers and senior leadership
6 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Casey Greene | VP/COO | since 2020 |
| Casey Greene FR 0419 | VP/COO | 2019 |
| Lucas Hicks FR 0423 | VP Finance/CFO | 2023 |
| Michael Heinrich | Exec VP/CFO | since 2018 |
| Michael Heinrich to 0323 | Exec VP/CFO | 2023 |
| Michelle Niermann | Senior VP/COO | 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Charles Becker | Board Member | 1 | $0 | ||
| Anne Carter | Board Member | 1 | $0 | ||
| Steven Caves | Board Member | 1 | $0 | ||
| Brian Globokar | Board Member | 1 | $0 | ||
| Curtis Heideman | Board Member | 1 | $0 | ||
| Donald Johnson | Board Member | 1 | $0 | ||
| Kathleen Minette | Board Chair | 1 | $0 | ||
| John Osako | Board Member | 1 | $0 | ||
| Mary Ann Osborn | Board Member | 1 | $0 | $31k | $13k |
| Anne Parmley | Board Member | 1 | $0 | ||
| Heather Robertson | Board Member | 1 | $0 | ||
| Chris Skogman | Board Vice Chair | 1 | $0 | ||
| Casey Greene | Board Member & MKT President | 1 | $0 | $426k | $83k |
| Greg Churchill | Board Member | 1 | $0 | $15k | |
| Lucas Hicks | MKT VP Finance | 1 | $0 | $277k | $24k |
| Michelle Niermann to 0823 | Former Board Member & President/CEO | 0 | $0 | $800k | $143k |
| Michael Heinrich to 0323 | Former Exec VP/CFO | 0 | $0 | $942k | $113k |
About
- Legal name
- Nellie R Sherwood Trust
- EIN
- 426061621
- Address
- 1026 A Ave Ne, Cedar Rapids, IA, 52402-5036
- State
- Iowa
- Mission
- To reimburse retired cedar rapids community school district teachers for certain health/wellness expenses not covered/reimbursed by insurance. (as filed on the Form 990)
- Activity (NTEE)
- Y33Z Mutual and membership benefit
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 4 (IRS master file code)
- Formed
- 1948
- Principal officer
- Casey Greene (as named on the Form 990)
- IRS ruling date
- 1 December 1952
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2023
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedMENTAL HEALTH CAREAbbe Center for Community Mental Health IncRelatedSUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREAbbehealth IncRelatedSENIOR SERVICESAging Services IncRelatedEDUCATE AND DEVELOP HEALTHCARE PROFESSIONALSAllen College
Longest observed on the filings
≥8years on the filingsRobin Mixdorf
≥8years on the filingsCharles Becker
≥8years on the filingsGregory Churchill
≥8years on the filingsKathleen Minette
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $134k
- Total liabilities
- $3k
- Net assets or fund balances
- $131k
- Contributions and grants received
- $0
- Program service revenue
- $0
- Grants and similar paid out
- $3k
- Employees
- 0
- Volunteers
- 14