2026-08-28T17:58:26-05:00 2026-03-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990 2025-04-01 421170531 BRUCEMORE INC BRUC 3193627375 2160 LINDEN DR SE CEDAR RAPIDS IA 52403 DAVID JANSSEN CEO 3193627375 2026-08-27 1 DAVID LITTLE P01480921 3193632697 2026-08-27 2025 DAVID JANSSEN 2160 LINDEN DR SE CEDAR RAPIDS IA 52403 4798679 0 X WWW.BRUCEMORE.ORG X 1981 IA TO PRESERVE HUMAN CONNECTION AND STRENGTHEN COMMUNITY. 14 14 26 154 0 0 2331924 1633000 174142 163083 952516 730048 94760 48103 3553342 2574234 0 0 0 0 943310 971179 0 0 155972 1115869 2382802 2059179 3353981 1494163 -779747 20738882 20991447 173096 112256 20565786 20879191 X TO PRESERVE HUMAN CONNECTION AND STRENGTHEN COMMUNITY. 0 0 2928673 165894 BRUCEMORE PRESERVES HUMAN CONNECTION AND STRENGTHENS COMMUNITY THROUGH THE PRESERVATION AND ACTIVATION OF A NATIONALLY SIGNIFICANT HISTORIC ESTATE AND THROUGH PROGRAMS THAT CONNECT PEOPLE WITH HISTORY, CULTURE, AND ONE ANOTHER. BRUCEMORE STEWARDS AN 1886 MANSION, HISTORIC SUPPORT BUILDINGS, A 26-ACRE LANDSCAPE DESIGNED BY RENOWNED LANDSCAPE ARCHITECT OSSIAN COLE SIMONDS, AND THOUSANDS OF ARTIFACTS AND ARCHIVAL MATERIALS THAT PROVIDE OPPORTUNITIES FOR LEARNING, REFLECTION, AND SHARED EXPERIENCE. THE ORGANIZATION SERVES AS BOTH A PRESERVATION INSTITUTION AND A WELCOMING GATHERING PLACE, USING HISTORY, ARTS, AND CULTURE TO FOSTER CURIOSITY, CREATIVITY, DIALOGUE, AND BELONGING. BRUCEMORE ALSO EXPANDS ACCESS AND PARTICIPATION THROUGH DIGITAL ENGAGEMENT AND PARTNERSHIPS THAT REACH AUDIENCES BEYOND THE PHYSICAL SITE AND HELP ENSURE HISTORIC SPACES ARE RELEVANT AND WELCOMING TO A BROAD AND DIVERSE PUBLIC. 2928673 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 49 0 26 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA IL FL DC KS NM X X DAVID JANSSEN 3193627375 2160 LINDEN DR SE CEDAR RAPIDS IA 52403 COFFEY LISHA PRESIDENT 1.00 X X 0 0 0 DEIGNAN PAT VICE PRESIDENT 1.00 X X 0 0 0 IGRAM SHADIA SECRETARY 1.00 X X 0 0 0 MOORE JOSH TREASURER 1.00 X X 0 0 0 AHLERS MARK DIRECTOR 1.00 X X 0 0 0 ALMOAYYED JASMINE DIRECTOR 1.00 X 0 0 0 BERGSTROM BRIAN D DIRECTOR (UNTIL 12/31/25) 1.00 X 0 0 0 BRUNS KEVIN DIRECTOR (UNTIL 12/31/25) 1.00 X 0 0 0 BURESH RYAN DIRECTOR (UNTIL 12/31/25) 1.00 X 0 0 0 DEBOOM TOM DIRECTOR 1.00 X 0 0 0 GUSTIN JILL DIRECTOR 1.00 X 0 0 0 NEUMANN DOUG DIRECTOR (UNTIL 12/31/25) 1.00 X 0 0 0 NJI AKWI DIRECTOR (UNTIL 12/31/25) 1.00 X 0 0 0 REASONER CARROLL DIRECTOR 1.00 X 0 0 0 ROBERTS KRISTIN DIRECTOR 1.00 X 0 0 0 ROHDE CHARLIE DIRECTOR 1.00 X 0 0 0 SCHMIDT KIM DIRECTOR 1.00 X 0 0 0 SMITH DR JENNIFER DIRECTOR 1.00 X 0 0 0 STEINMETZ DOUG DIRECTOR (UNTIL 12/31/25) 1.00 X 0 0 0 WILLIAMS SEAN DIRECTOR 1.00 X 0 0 0 JANSSEN DAVID CHIEF EXECUTIVE OFFICER 40.00 X 132817 0 3985 132817 0 3985 1 0 0 0 RINDERKNECHT ASSOCIATES INC 1000 29TH AVENUE SW CEDAR RAPIDS IA 52404 GENERAL CONTRACTING 1290636 1 154800 265363 38296 1174541 1633000 EVENT REVENUE 711130 89075 89075 TOUR REVENUE 900099 74008 74008 163083 464683 464683 33545 0 33545 33545 33545 2486583 2182649 38569 303934 -38569 265365 265365 6038 3227 2811 2811 MISCELLANEOUS 900099 7918 7918 INSURANCE PROCEEDS 900099 3829 3829 11747 2574234 165894 0 775340 133794 53518 26759 53517 664085 566900 53226 43959 21268 16376 2127 2765 91178 70207 9118 11853 60854 46858 6085 7911 27998 27998 61187 61187 24619 1610 23009 28348 28348 30199 9172 8439 12588 60728 18160 42198 370 87951 71230 16721 8502 6562 1940 202072 202072 102557 99465 3092 COLLECTIONS CARE 1483530 1483530 EVENT EXPENSES 232282 232282 32829 23993 8836 3353981 2928673 269336 155972 1354567 1297331 3248826 2383078 1750000 1000000 727809 5336 6871 5017 5372411 2383491 3119911 2988920 7618009 10504203 5662022 28230 30199 20738882 20991447 164968 95806 4429 16450 3699 0 173096 112256 X 5362483 5201125 15203303 15678066 20565786 20879191 20738882 20991447 X -779747 1090011 3141 X X 0 1 X 1 0 X 1089454 2518601 2417272 2331924 1633000 9990251 1089454 2518601 2417272 2331924 1633000 9990251 2750504 7239747 227538 245605 371021 427781 464683 1736628 579552 893840 1627822 64301 95002 3260517 14987396 520229 0.48310 0.51550 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2021 AMOUNT: $ 86,758. 2022 AMOUNT: $ 73,756. 2023 AMOUNT: $ 92,304. GIFT SHOP SALES - OTHER INCOME - 2021 AMOUNT: $ 4,716. 2022 AMOUNT: $ 9,070. 2023 AMOUNT: $ 14,937. 2024 AMOUNT: $ 10,148. 2025 AMOUNT: $ 47,501. INSURANCE PROCEEDS - 2021 AMOUNT: $ 488,078. 2022 AMOUNT: $ 811,014. 2023 AMOUNT: $ 1,520,581. 2024 AMOUNT: $ 54,153. 2025 AMOUNT: $ 47,501. SECTION B LINE 1 PER THE ORGANIZATION'S BYLAWS, THE CURRENT BOARD OF TRUSTEES VOTE TO FILL VACANCIES ON THE BOARD WITH THE EXCEPTION OF THE VERY FIRST BOARD OF TRUSTEES WHICH WERE APPOINTED BY THE NATIONAL TRUST FOR HISTORIC PRESERVATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 10645400 1500000 1729651 367847 62471 13444733 10638820 443894 391117 46197 10645400 9778667 1289086 383000 45933 10638820 10919523 -695226 400820 44810 9778667 11065958 285938 384803 47570 10919523 0.70000 0.30000 1 0 4817935 1934732 2883203 554476 448759 105717 2988920 DODIX 137,867 SHARES 1753668 F FXAIX 12,362 SHARES 2811287 F LIMITED PARTNERSHIP INVESTMENT - PINNACLE EQUITY FUND, L.P. 1097067 F 5662022 X 3649328 1090011 43129 3141 1136281 2513047 61187 61187 2574234 3335923 43129 43129 3292794 61187 61187 3353981 PART III, LINE 1A: THE CORPORATION'S COLLECTIONS, WHICH HAVE BEEN DONATED TO OR ACQUIRED BY BRUCEMORE, INC. SINCE 1981, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. COLLECTION EXPENSES AND COLLECTION ITEMS PURCHASED ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASS. PART III, LINE 4: THE CORPORATION'S COLLECTIONS AND WORKS OF ART ARE MADE UP OF VARIOUS ARTIFACTS, INCLUDING FURNITURE, PAINTINGS, PHOTOGRAPHS, DECORATIVE ART, BOOKS, AND OTHER OBJECTS OF HISTORICAL SIGNIFICANCE. PART V, LINE 4: THE CORPORATION'S ENDOWMENT WAS ESTABLISHED TO SUPPORT CAPITAL, PROGRAMMING, AND THE GENERAL OPERATING NEEDS OF THE CORPORATION. PART X, LINE 2: THE CORPORATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW, WHICH PROVIDES INCOME TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE INTERNAL REVENUE SERVICE HAS NOT CLASSIFIED THE CORPORATION AS A PRIVATE FOUNDATION. THE CORPORATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. THE CORPORATION FOLLOWS THE ACCOUNTING STANDARD FOR EVALUATING UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY A COMMUNITY FOUNDATION 3,141. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE CORPORATION'S TREASURER. THE TREASURER THEN SUBMITS IT TO THE FINANCE COMMITTEE FOR REVIEW. ALL BOARD MEMBERS ARE PROVIDED WITH AN ELECTRONIC DRAFT OF THE FORM 990 PRIOR TO FILING. THE TREASURER REPORTS THE COMPLETION AND FILING OF THE FORM 990 AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL EMPLOYEES AND BOARD MEMBERS SERVING THE ORGANIZATION. THE ORGANIZATION REGULARLY MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY BY ANNUALLY REQUESTING A WRITTEN LISTING OF ANY POTENTIAL CONFLICTS TO BE PROVIDED BY EACH BOARD MEMBER, OFFICER, DIRECTOR OR KEY EMPLOYEE. A COPY OF THE POLICY IS ALSO INCLUDED IN THE BOARD ORIENTATION MATERIALS AND THE STAFF HANDBOOK. ACTUAL OR POTENTIAL CONFLICTS ARE REQUIRED TO BE REPORTED TO THE BOARD PRESIDENT AS THEY ARISE. THE BOARD PRESIDENT SHALL THEN MAKE THE DETERMINATION AS TO WHETHER A CONFLICT EXISTS. PERSONS WITH A CONFLICT OF INTEREST ARE PROHIBITED FROM PARTICIPATING IN THE DELIBERATIONS AND DECISIONS OF THE BOARD OF TRUSTEES FOR THE RELATED TRANSACTION. KNOWINGLY VIOLATING THE CONFLICT OF INTEREST AND APPEARANCE OF IMPROPRIETY POLICY MAY RESULT IN TERMINATION FROM THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEO CORRELATES TO PERFORMANCE AND SUCCESSFUL COMPLETION, OR LACK THEREOF, OF GOALS ESTABLISHED AT THE BEGINNING OF THE FISCAL YEAR. THE ORGANIZATION'S PRESIDENT AND EXECUTIVE COMMITTEE REVIEW PERFORMANCE WITH THE CEO AT THE END OF THE YEAR AND MAKE COMPENSATION DECISIONS ON BEHALF OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE PERFORMANCE OF THE CEO ANNUALLY AND APPROVES ANY CHANGES TO COMPENSATION FOR THE POSITION. COMPENSATION IS REVIEWED FOR REASONABLENESS USING COMPARABLE DATA FROM AVAILABLE WAGE SURVEYS PUBLISHED BY STATE, COUNTY AND LOCAL AGENCIES. DELIBERATIONS AND DECISIONS OF THE EXECUTIVE COMMITTEE ARE RECORDED IN THE MEETING MINUTES AS WELL AS A SIGNED DOCUMENT FOR PAYROLL PROCESSING RECORDS. THE PROCESS OF REVIEWING COMPENSATION FOR THE CEO WAS LAST CONDUCTED IN JANUARY 2026. FORM 990, PART VI, SECTION C, LINE 19 BRUCEMORE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY A COMMUNITY FOUNDATION 3,141. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. NATIONAL TRUST FOR HISTORIC PRESERVATION 2600 VIRGINA AVE NW STE 1100 WASHINGTON DC 20037 530210807 HISTORIC PRESERVATION DC 501(C)(3) LINE 8 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 NATIONAL TRUST FOR HISTORIC PRESERVATION C 265363