Nonprofit · EIN 42-6061621
NELLIE R SHERWOOD TRUST
Tax-exempt · CEDAR RAPIDS, IA 52402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $6,978 | $4,026 | $2,952 | $133,665 | $2,810 | $130,855 |
| December 31, 2023 | 990 | $4,054 | $7,959 | -$3,905 | $129,372 | $6,719 | $122,653 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $6,978
- Net gain from sales of assets
- $3,716
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,810
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $853
- Program services (functional)
- $2,810
- Management and general (functional)
- $1,216
Balance sheet and other
- Total assets, start of year
- $129,372
- Total assets, end of year
- $133,665
- Total liabilities, end of year
- $2,810
- Net assets, end of year
- $130,855
- Publicly traded securities
- $133,665
- Net assets with donor restrictions
- $130,855
- Gross receipts
- $32,541
- Employees
- 0
- Volunteers
- 14
- Year formed
- 1948
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL HEINRICH TO 0323 | FORMER EXEC VP/CFO Former | 0 | $0 | $941,690 | $113,114 |
| MICHELLE NIERMANN TO 0823 | FORMER BOARD MEMBER & PRESIDENT/CEO Former | 0 | $0 | $799,714 | $143,169 |
| CASEY GREENE | BOARD MEMBER & MKT PRESIDENT Trustee or director, Officer | 1 | $0 | $426,171 | $82,779 |
| LUCAS HICKS | MKT VP FINANCE Officer | 1 | $0 | $276,565 | $24,496 |
| MARY ANN OSBORN | BOARD MEMBER Trustee or director | 1 | $0 | $30,580 | $12,809 |
| GREG CHURCHILL | BOARD MEMBER Trustee or director | 1 | $0 | $14,500 | $0 |
| CHARLES BECKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANNE CARTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN CAVES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN GLOBOKAR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CURTIS HEIDEMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DONALD JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN MINETTE | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN OSAKO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANNE PARMLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER ROBERTSON | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS SKOGMAN | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHELLE NIERMANN TO 0823 | BOARD MEMBER & PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $988,120 | $119,328 |
| MICHAEL HEINRICH TO 0323 | EXEC VP/CFO Officer | 1 | $0 | $624,125 | $78,425 |
| THEODORE TOWNSEND JR TO 1218 | FORMER PRESIDENT/CEO Former | 0 | $0 | $462,474 | $0 |
| CASEY GREENE - VPCOO TO 0823 | BOARD MEMBER & PRES/CEO (FR 09/23) Trustee or director, Officer | 1 | $0 | $350,449 | $66,395 |
| AMANDA O'CONNOR MD | BOARD MEMBER Trustee or director | 1 | $0 | $328,836 | $42,808 |
| LUCAS HICKS FR 0423 | VP FINANCE/CFO Officer | 1 | $0 | $222,929 | $21,030 |
| MARY ANN OSBORN | BOARD MEMBER Trustee or director | 1 | $0 | $32,896 | $12,249 |
| SALLY GRAY | BOARD MEMBER Trustee or director | 1 | $0 | $32,250 | $0 |
| GREGORY CHURCHILL | BOARD MEMBER Trustee or director | 1 | $0 | $14,500 | $0 |
| NED AUSTIN MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES BECKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANNE CARTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN CAVES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KATHY EPLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN GLOBOKAR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CURTIS HEIDEMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DONALD JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN MINETTE | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBIN MIXDORF | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN OSAKO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANNE PARMLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HEATHER ROBERTSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LORI SUNDBERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN WAHLE MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1026 A AVE NE, CEDAR RAPIDS, IA 52402-5036
- In care of
- % ST LUKES METHODIST HOSPITAL
- Principal officer (990 for 2024)
- CASEY GREENE, 1026 A AVE NE, CEDAR RAPIDS, IA 52402
- Signed the 990
- LUCAS HICKS, MRKT VP FINANCE
- Phone
- (319) 369-7796
Mission
TO REIMBURSE RETIRED CEDAR RAPIDS COMMUNITY SCHOOL DISTRICT TEACHERS FOR CERTAIN HEALTH/WELLNESS EXPENSES NOT COVERED/REIMBURSED BY INSURANCE.
Program accomplishments
- NELLIE R. SHERWOOD TRUST REIMBURSED QUALIFIED RETIRED TEACHERS OF THE CEDAR RAPIDS COMMUNITY SCHOOL DISTRICT FOR THEIR OUT-OF-POCKET HOSPITAL-RELATED EXPENSES, AS WELL AS QUALIFYING WELLNESS EXPENSES IN 2023. THE TRUST PROVIDED FINANCIAL ASSISTANCE FOR 9 QUALIFIED RETIRED TEACHERS.Expenses $2,810 · grants $2,810
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 42-6061621
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1952
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Mutual and membership benefit (Y33Z)
- Assets (IRS master file)
- $133,665
- Income (IRS master file)
- $32,541
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $6,978 | $4,026 | $133,665 | IRS |
| 990 | December 2023 | $4,054 | $7,959 | $129,372 | XML |
| 990 | December 2022 | $12,157 | $8,725 | $138,012 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-6061621).
Questions about NELLIE R SHERWOOD TRUST
- What is the EIN of NELLIE R SHERWOOD TRUST?
- The employer identification number (EIN) of NELLIE R SHERWOOD TRUST is 42-6061621.
- Is NELLIE R SHERWOOD TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
- Are donations to NELLIE R SHERWOOD TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does NELLIE R SHERWOOD TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of NELLIE R SHERWOOD TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NELLIE R SHERWOOD TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NELLIE R SHERWOOD TRUST?
- The 990 for the year ended December 31, 2024 names CASEY GREENE.
- Who are the officers and directors of NELLIE R SHERWOOD TRUST?
- The 990 for the year ended December 31, 2024 lists 17 people; 0 received compensation from the organization.
- How much revenue does NELLIE R SHERWOOD TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $6,978, expenses of $4,026 and total assets of $133,665 at year end.
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