Iowa Trust Association
Nonprofit profile at a glance
- EIN
- 510188600
- IRS 990-EZ coverage
- 2010–2025
- Forms available
- Form 990-EZ 2025
- Location
- Johnston, IA, USA
- Phone
- 5152864269
- Rating confidence
- Limited
Reported finances
- Revenue
- $109,367
- Expenses
- $100,958
- Assets
- $312,973
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- SHARON PRESNALL (EXECUTIVE DIRECTOR)
- DAVID MCALPINE (PAST PRESIDENT)
- NICOLE OLSON (PRESIDENT)
- TONY LAMB (VICE PRESIDENT)
People named in this filing
- SHARON PRESNALL (EXECUTIVE DIRECTOR)
- DAVID MCALPINE (PAST PRESIDENT)
- NICOLE OLSON (PRESIDENT)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Promote interest and general welfare amoung members in the trust, estate, financial, and charitable planning industries.
What it reported doing in 2025
Provide a forum for the discussion and consideration of areas of concern to members in their fiduciary capacity and to provide educational programs to members.fall conference had 144 attendees.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 66
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 7.7%; rating input score 50; 50th percentile among comparable filings
- Total-asset coverage ratio: 3.1; rating input score 89; 89th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 1.8% per year; rating input score 100; 27th percentile among comparable filings
- Asset growth: 2.5% per year; rating input score 100; 34th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 15 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Sustainability: Operating margin scored 50/100.