Iowa Academy of Trust and Estate Counsel
Iowa Academy of Trust and Estate Counsel's network
10 people11 organisationsi10 people and 11 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (11) 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
10 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.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Breanna Young | Director | 2021 | 5 yrs |
| Christine F Halbrook | Director | 2023 | 3 yrs |
| James Goodman | Director | 2018 | 8 yrs |
| Janice Kerkove | Secretary and Director | 2018 | 8 yrs |
| Joshua Weidemann | Director | 2020 | 6 yrs |
| Kathleen Kohorst | Director | 2024 | 2 yrs |
| Kyle Irvin | Director | 2020 | 6 yrs |
| Matt Gardner | Vice President and Director | 2018 | 8 yrs |
| Paul Morf | President and Director | 2018 | 8 yrs |
| Wayne Reames | Director and Treasurer | 2025 | 1 yr |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 30 June 2026iFrom 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 |
|---|---|---|---|---|---|
| Paul Morf | President and Director | 1 | $0 | ||
| Janice Kerkove | Director | 1 | $0 | ||
| Breanna Young | Director | 1 | $0 | ||
| James Goodman | Director | 1 | $0 | ||
| Matt Gardner | Vice President and Director | 1 | $0 | ||
| Kyle Irvin | Director | 1 | $0 | ||
| Joshua Weidemann | Director | 1 | $0 | ||
| Christine F Halbrook | Secretary and Director | 1 | $0 | ||
| Wayne Reames | Director and Treasurer | 1 | $0 | ||
| Robert Hodges | Director | 1 | $0 | ||
| Carla Hughes | Director | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Iowa Academy of Trust and Estate Counsel
- EIN
- 455547698
- Address
- 606 Walnut St Ste 2000, Des Moines, IA, 50309-3980
- State
- Iowa
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 4 (IRS master file code)
- IRS ruling date
- 1 September 2012
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
Most connected
Longest observed on the filings
≥8years on the filingsJames Goodman
≥8years on the filingsJanice Kerkove
≥8years on the filingsMatt Gardner
≥8years on the filingsPaul Morf
Latest return
year to 30 June 2026iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2026. US dollars, as filed.- Total assets
- $120k
- Total liabilities
- $0
- Net assets or fund balances
- $120k