Nonprofit · EIN 42-6575558
DOROTHY HESS MEMORIAL TR
Also known as GERKEN JOHN A CO TTEE
Tax-exempt · URBANDALE, IA 50323
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $64,041 | $49,189 | $14,852 | $1,113,792 | $0 | $1,113,792 |
| December 31, 2024 | 990 | $43,770 | $31,901 | $11,869 | $1,097,409 | $0 | $1,097,409 |
| December 31, 2023 | 990 | $36,476 | $28,333 | $8,143 | $1,083,682 | $0 | $1,083,682 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $64,041
- Net gain from sales of assets
- $21,859
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $35,217
- Compensation of officers, directors and key employees
- $11,609
- Salaries, compensation and benefits (total)
- $11,609
- Professional fundraising fees
- $0
- Legal fees
- $2,300
- Program services (functional)
- $35,217
- Management and general (functional)
- $13,972
Balance sheet and other
- Total assets, start of year
- $1,097,409
- Total assets, end of year
- $1,113,792
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,113,792
- Publicly traded securities
- $480,748
- Gross receipts
- $198,479
- Employees
- 0
- Year formed
- 1999
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Iowa State Bank | Trustee Institutional trustee | 1 | $9,584 |
| Home State Bank | Former Trustee / Trustee Advisor | 1 | $2,025 |
| John A Gerken | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Iowa State Bank | Trustee Institutional trustee | 1 | $8,980 |
| Home State Bank | Trustee Institutional trustee | 1 | $1,725 |
| John A Gerken | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Iowa State Bank | Trustee Institutional trustee | 1 | $8,282 |
| Home State Bank | Trustee Institutional trustee | 1 | $2,513 |
| John A Gerken | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2301 128TH ST, URBANDALE, IA 50323-1818
- In care of
- % JOHN A GERKEN CO TTEE
- Signed the 990
- Annette Scanlan Iowa State Bank, Trustee
- Phone
- (515) 278-2442
- Return prepared by
- Hoyt Law Firm PC
Mission
See Part III, line 4a.
Program accomplishments
- The Last Will and Testament of Dorothy M. Hess provided that the principal and income of the trust be used for a permanent public improvement for the betterment of the Jefferson area, while accomplishing charitable purposes. The specific use as determined by the trustees will be to support the operation of the Greene County Community Center, which is owned by and operated by the City of Jefferson, Iowa. The first distribution in support of the Greene County Community Center to the City of Jefferson, Iowa, occurred in early 2000.Expenses $35,217 · grants $35,217
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | 990 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
- 42-6575558
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N99)
- Assets (IRS master file)
- $1,113,792
- Income (IRS master file)
- $198,479
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $64,041 | $49,189 | $1,113,792 | IRS |
| 990 | December 2024 | $43,770 | $31,901 | $1,097,409 | IRS |
| 990 | December 2023 | $36,476 | $28,333 | $1,083,682 | XML |
| 990 | December 2022 | $117,519 | $39,764 | $1,075,007 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 42-6575558).
Questions about DOROTHY HESS MEMORIAL TR
- What is the EIN of DOROTHY HESS MEMORIAL TR?
- The employer identification number (EIN) of DOROTHY HESS MEMORIAL TR is 42-6575558.
- Is DOROTHY HESS MEMORIAL TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to DOROTHY HESS MEMORIAL TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does DOROTHY HESS MEMORIAL TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DOROTHY HESS MEMORIAL TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DOROTHY HESS MEMORIAL TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of DOROTHY HESS MEMORIAL TR?
- The 990 for the year ended December 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $9,584 (Iowa State Bank, Trustee).
- How much revenue does DOROTHY HESS MEMORIAL TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $64,041, expenses of $49,189 and total assets of $1,113,792 at year end.
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