Nonprofit · EIN 84-6819655
FOREST LAWN CEMETERY PERPETUAL CARE TR FUND
Also known as US NATIONAL BANK ASSOCIATION TTEE
Tax-exempt · OMAHA, NE 68152
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $322,213 | $21,517 | $300,696 | $4,440,294 | $0 | $4,440,294 |
| December 31, 2024 | 990 | $213,801 | $27,145 | $186,656 | $4,318,123 | $0 | $4,318,123 |
| December 31, 2023 | 990 | -$69,356 | $11,531 | -$80,887 | $4,263,028 | $0 | $4,263,028 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $316,752
- Net gain from sales of assets
- $31,348
- Other revenue
- $5,461
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $21,517
Balance sheet and other
- Total assets, start of year
- $4,318,123
- Total assets, end of year
- $4,440,294
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,440,294
- Publicly traded securities
- $2,525,206
- Gross receipts
- $2,085,524
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2020
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Samuel Clark | Director Trustee or director | 0.1 | $0 |
| Bruce Fraiser | Vice President Trustee or director, Officer | 0.1 | $0 |
| Jack McMannama | Treasurer Trustee or director, Officer | 0.1 | $0 |
| Neely Kountze | Secretary Trustee or director, Officer | 0.1 | $0 |
| John Webster | Director Trustee or director | 0.1 | $0 |
| Tim Markel | Director Trustee or director | 0.1 | $0 |
| Adam Langdon | President Trustee or director, Officer | 0.1 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Samuel Clark | Director Trustee or director | 0.1 | $0 |
| Bruce Fraiser | Vice President Trustee or director, Officer | 0.1 | $0 |
| Jack McMannama | Treasurer Trustee or director, Officer | 0.1 | $0 |
| Neely Kountze | Secretary Trustee or director, Officer | 0.1 | $0 |
| John Webster | Director Trustee or director | 0.1 | $0 |
| Tim Markel | Director Trustee or director | 0.1 | $0 |
| Adam Langdon | President Trustee or director, Officer | 0.1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Samuel Clark | Director Trustee or director | 0.1 | $0 |
| Bruce Fraiser | Vice President Trustee or director, Officer | 0.1 | $0 |
| Jack McMannama | Treasurer Trustee or director, Officer | 0.1 | $0 |
| Neely Kountze | Secretary Trustee or director, Officer | 0.1 | $0 |
| John Webster | Director Trustee or director | 0.1 | $0 |
| Tim Markel | Director Trustee or director | 0.1 | $0 |
| Adam Langdon | President Trustee or director, Officer | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 7909 MORMON BRIDGE RD, OMAHA, NE 68152-2413
- Principal officer (990 for 2025)
- Joseph Borghoff, 1120 S 101St Street, Omaha, NE 68124
- Signed the 990
- Joseph Borghoff, Trust Officer
- Phone
- (402) 221-0171
- Return prepared by
- LENGEMANN & ASSOCIATES P C
Mission
Provide for the care and maintenance of Forest Lawn Cemetery in perpetuity
Program accomplishments
- Care and maintenance of Forest Lawn Cemetery
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
- 84-6819655
- Tax-exempt status
- 501(c)(13): Cemetery company
- Donations deductible (Pub 78)
- Organization other than a public charity or private foundation
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y50)
- Assets (IRS master file)
- $4,440,294
- Income (IRS master file)
- $2,085,524
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $322,213 | $21,517 | $4,440,294 | IRS |
| 990 | December 2024 | $213,801 | $27,145 | $4,318,123 | XML |
| 990 | December 2023 | -$69,356 | $11,531 | $4,263,028 | XML |
| 990 | December 2022 | $265,301 | $10,896 | $4,463,354 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 84-6819655).
Questions about FOREST LAWN CEMETERY PERPETUAL CARE TR FUND
- What is the EIN of FOREST LAWN CEMETERY PERPETUAL CARE TR FUND?
- The employer identification number (EIN) of FOREST LAWN CEMETERY PERPETUAL CARE TR FUND is 84-6819655.
- Is FOREST LAWN CEMETERY PERPETUAL CARE TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(13) since 2020.
- Are donations to FOREST LAWN CEMETERY PERPETUAL CARE TR FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
- Which annual return does FOREST LAWN CEMETERY PERPETUAL CARE TR FUND 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 FOREST LAWN CEMETERY PERPETUAL CARE TR FUND 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 FOREST LAWN CEMETERY PERPETUAL CARE TR FUND 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 FOREST LAWN CEMETERY PERPETUAL CARE TR FUND?
- The 990 for the year ended December 31, 2025 names Joseph Borghoff.
- Who are the officers and directors of FOREST LAWN CEMETERY PERPETUAL CARE TR FUND?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does FOREST LAWN CEMETERY PERPETUAL CARE TR FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $322,213, expenses of $21,517 and total assets of $4,440,294 at year end.
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