Nonprofit · EIN 80-6123483
FLADT LEHMAN MEMORIAL TRUST
Also known as TWO RIVERS BANK & TRUST TTEE
Tax-exempt · BURLINGTON, IA 52601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2026 | 990 | $176,338 | $217,026 | -$40,688 | $3,429,278 | $0 | $3,429,278 |
| July 31, 2025 | 990 | $221,559 | $141,738 | $79,821 | $3,469,966 | $0 | $3,469,966 |
| July 31, 2024 | 990 | $156,049 | $181,768 | -$25,719 | $3,390,145 | $0 | $3,390,145 |
Financial details: 990 for the year ended July 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $39,813
- Investment income
- $136,525
- Net gain from sales of assets
- $44,839
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $175,076
- Compensation of officers, directors and key employees
- $31,055
- Salaries, compensation and benefits (total)
- $31,055
- Professional fundraising fees
- $0
- Accounting fees
- $985
- Program services (functional)
- $217,026
Balance sheet and other
- Total assets, start of year
- $3,469,966
- Total assets, end of year
- $3,429,278
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,429,278
- Land, buildings and equipment
- $1,075,401
- Publicly traded securities
- $2,258,181
- Net assets without donor restrictions
- $3,429,278
- Gross receipts
- $534,171
- Employees
- 0
- Year formed
- 2009
- 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 July 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID BANK & TRUST FIRST MID BANK & TRUST | TRUSTEE Institutional trustee | 2 | $31,055 |
990 for the year ended July 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TWO RIVERS BANK & TRUST TWO RIVERS BANK & TRUST | TRUSTEE Institutional trustee | 2 | $26,799 |
990 for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TWO RIVERS BANK & TRUST TWO RIVERS BANK & TRUST | TRUSTEE Institutional trustee | 2 | $21,226 |
Address and contacts
- Address (IRS master file)
- PO BOX 728, BURLINGTON, IA 52601-0728
- In care of
- % TWO RIVERS BANK & TRUST
- Principal officer (990 for 2025)
- FIRST MID BANK & TRUST FIRST MID BANK & TRUST, PO BOX 728, BURLINGTON, IA 52601
- Signed the 990
- FIRST MID BANK TRUST, TRUSTEE
- Phone
- (319) 753-9136
- Return prepared by
- MENKE & COMPANY
Mission
TO PROVIDE DIRECT, CASH SUPPORT TO THE MESSIAH LUTHERAN CHURCH, LOCATED IN BURLINGTON, IOWA, TO ASSIST AND ENCOURAGE THE CHURCH TO ADD TO AND MAINTAIN THE REAL PROPERTY AND TANGIBLE PERSONAL PROPERTY USED IN ITS MINISTRIES AND ACTIVITIES.
Program accomplishments
- TO PROVIDE SUPPORT TO THE MESSIAH LUTHERAN CHURCH, LOCATED IN BURLINGTON, IA, TO ASSIST AND ENCOURAGE THE CHURCH TO ADD TO AND MAINTAIN THE REAL PROPERTY AND TANGIBLE PERSONAL PROPERTY USED IN ITS MINISTRIES AND ACTIVITIES.Expenses $217,026 · grants $175,076 · revenue $39,813
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | 990 on file |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 80-6123483
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III non-functionally integrated
- Donations deductible (Pub 78)
- Non-functionally integrated Type III supporting organization
- Exempt since
- 2011
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X111)
- Assets (IRS master file)
- $3,429,278
- Income (IRS master file)
- $534,171
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2026 | $176,338 | $217,026 | $3,429,278 | XML |
| 990 | July 2025 | $221,559 | $141,738 | $3,469,966 | XML |
| 990 | July 2024 | $156,049 | $181,768 | $3,390,145 | XML |
| 990 | July 2023 | $180,967 | $183,262 | $3,415,864 | IRS |
| 990 | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | 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 80-6123483).
Questions about FLADT LEHMAN MEMORIAL TRUST
- What is the EIN of FLADT LEHMAN MEMORIAL TRUST?
- The employer identification number (EIN) of FLADT LEHMAN MEMORIAL TRUST is 80-6123483.
- Is FLADT LEHMAN MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to FLADT LEHMAN MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does FLADT LEHMAN MEMORIAL 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 FLADT LEHMAN MEMORIAL TRUST due?
- The return for tax year 2026 (the year ending July 31, 2027) is due December 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FLADT LEHMAN MEMORIAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2026.
- Who is the principal officer of FLADT LEHMAN MEMORIAL TRUST?
- The 990 for the year ended July 31, 2026 names FIRST MID BANK & TRUST FIRST MID BANK & TRUST.
- Who are the officers and directors of FLADT LEHMAN MEMORIAL TRUST?
- The 990 for the year ended July 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $31,055 (FIRST MID BANK & TRUST FIRST MID BANK & TRUST, TRUSTEE).
- How much revenue does FLADT LEHMAN MEMORIAL TRUST have?
- On its 990 for the year ended July 31, 2026 it reported revenue of $176,338, expenses of $217,026 and total assets of $3,429,278 at year end.
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