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Nonprofit · EIN 47-6026339

RUDGE MEMORIAL HOME TESTAMENTARY TRUST

Tax-exempt · LINCOLN, NE 68512

Financials

$608K$604K2023$891K$624K2024$459K$667K2025
Revenue Expenses · by fiscal year end
Financials of RUDGE MEMORIAL HOME TESTAMENTARY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$459,090$667,121-$208,031$7,089,560$17,086$7,072,474
December 31, 2024990$890,615$623,532$267,083$6,666,078$14,839$6,651,239
December 31, 2023990$607,777$604,343$3,434$6,423,777$13,822$6,409,955
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$15,000
Program service revenue
$294,298
Investment income
$145,300
Net gain from sales of assets
-$30,646
Other revenue
$4,492

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$2,555
Professional fundraising fees
$0
Accounting fees
$2,800
Depreciation
$35,028
Program services (functional)
$611,714
Management and general (functional)
$55,407

Balance sheet and other

Total assets, start of year
$6,666,078
Total assets, end of year
$7,089,560
Total liabilities, end of year
$17,086
Net assets, end of year
$7,072,474
Land, buildings and equipment
$691,080
Publicly traded securities
$6,155,766
Net assets without donor restrictions
$5,713,509
Net assets with donor restrictions
$1,358,965
Gross receipts
$1,103,948
Employees
0
Year formed
1948
State of legal domicile
NE

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.

NameTitleHours / weekCompensation
Lee ChapinPresident
Trustee or director, Officer
0$0
Brad PhilsonTreasurer
Trustee or director, Officer
0$0
Rob OtteSecretary
Trustee or director, Officer
0$0
Douglas GanzDirector
Trustee or director, Officer
0$0
George McCabeDirector
Trustee or director, Officer
0$0
Richard MeginnisDirector
Trustee or director, Officer
0$0
Kristine Dykeman - SchoeningDirector
Trustee or director, Officer
0$0
Tyler SchikDirector
Trustee or director, Officer
0$0
Todd PetersonDirector
Trustee or director, Officer
0$0
990 for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
Lee ChapinPresident
Trustee or director, Officer
0$0
Brad PhilsonTreasurer
Trustee or director, Officer
0$0
Rob OtteSecretary
Trustee or director, Officer
0$0
Douglas GanzDirector
Trustee or director, Officer
0$0
George McCabeDirector
Trustee or director, Officer
0$0
Richard MeginnisDirector
Trustee or director, Officer
0$0
Kristine Dykeman - SchoeningDirector
Trustee or director, Officer
0$0
Tyler SchikDirector
Trustee or director, Officer
0$0
Todd PetersonDirector
Trustee or director, Officer
0$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
Lee ChapinPresident
Trustee or director, Officer
0$0
Brad PhilsonTreasurer
Trustee or director, Officer
0$0
Rob OtteSecretary
Trustee or director, Officer
0$0
Douglas GanzDirector
Trustee or director, Officer
0$0
George McCabeDirector
Trustee or director, Officer
0$0
Richard MeginnisDirector
Trustee or director, Officer
0$0
Kristine Dykeman - SchoeningDirector
Trustee or director, Officer
0$0
Tyler SchikDirector
Trustee or director, Officer
0$0
Todd PetersonDirector
Trustee or director, Officer
0$0

Address and contacts

Address (IRS master file)
C/O MR BRAD PHILSON 6801 S 27TH, LINCOLN, NE 68512-0000
In care of
% MR BRAD PHILSON
Principal officer (990 for 2025)
MR BRAD PHILSON, 6801 SOUTH 27TH STREET, LINCOLN, NE 68512
Signed the 990
Brad Philson, Director
Phone
(402) 323-1528
Return prepared by
Labenz & Associates LLC

Mission

ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE RENTAL APARTMENTS FOR THE ELDERLY.

990 for the year ended December 31, 2025

Program accomplishments

  • RENTAL EXPENSES
    Expenses $361,965 · revenue $298,790
  • HOME HEALTH CARE SERVICES FOR THE ELDERLY
    Expenses $249,749

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
47-6026339
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
1982
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,089,560
Income (IRS master file)
$1,103,948

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$459,090$667,121$7,089,560IRS
990December 2024$890,615$623,532$6,666,078IRS
990December 2023$607,777$604,343$6,423,777XML
990December 2022$417,412$552,913$6,013,033IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 47-6026339).

Questions about RUDGE MEMORIAL HOME TESTAMENTARY TRUST

What is the EIN of RUDGE MEMORIAL HOME TESTAMENTARY TRUST?
The employer identification number (EIN) of RUDGE MEMORIAL HOME TESTAMENTARY TRUST is 47-6026339.
Is RUDGE MEMORIAL HOME TESTAMENTARY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1982.
Are donations to RUDGE MEMORIAL HOME TESTAMENTARY TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does RUDGE MEMORIAL HOME TESTAMENTARY TRUST 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 RUDGE MEMORIAL HOME TESTAMENTARY TRUST 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 RUDGE MEMORIAL HOME TESTAMENTARY TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of RUDGE MEMORIAL HOME TESTAMENTARY TRUST?
The 990 for the year ended December 31, 2025 names MR BRAD PHILSON.
Who are the officers and directors of RUDGE MEMORIAL HOME TESTAMENTARY TRUST?
The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does RUDGE MEMORIAL HOME TESTAMENTARY TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $459,090, expenses of $667,121 and total assets of $7,089,560 at year end.

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