Overview
What is Iowa Trust Association?
The Iowa Trust Association is a nonprofit organization that actively supports and advances the interests of professionals working in the trust, estate, financial, and charitable planning sectors. By offering a platform for discussion and contemplation of industry-related concerns, the association fosters an environment of collaboration and learning among its members in their fiduciary roles. Furthermore, the Iowa Trust Association hosts educational programs to further develop members' expertise, as demonstrated by the 142 attendees at its fall conference and 44 attendees at the trust operations seminar. The association's mission is to promote collective welfare within its member base, contributing to the overall success of the trust and estate planning industries.
Official website here: www.ia-trust.com/
Is Iowa Trust Association legitimate?
Iowa Trust Association is a legitimate nonprofit organization registered as a 501(c)(6) entity. Iowa Trust Association submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Official website here: www.ia-trust.com/
What is the mission statement of Iowa Trust Association?
The Iowa Trust Association's mission is centered around fostering interest and improving the general welfare among its members in the trust, estate, financial, and charitable planning industries. It serves as a platform for discussing and considering matters of concern to its members in their fiduciary roles. Additionally, the association offers educational programs to its members, as demonstrated by the attendance at their fall conference and trust operations seminar.
Official website here: www.ia-trust.com/
Who is the CEO of Iowa Trust Association?
Brenda Heisch is the President of Iowa Trust Association.
Official website here: www.ia-trust.com/
What is the revenue of Iowa Trust Association?
Iowa Trust Association's revenue in 2022 was $122,558.
Official website here: www.ia-trust.com/
Who are the executives of Iowa Trust Association and what are their salaries?
Here are 12 key members and their salaries:
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
Official website here: www.ia-trust.com/
Where can I find the form 990EZ for Iowa Trust Association?
Iowa Trust Association's most recent form 990EZ was submitted in 2022 and can be accessed here.
Official website here: www.ia-trust.com/
Learn more at the official website: www.ia-trust.com/
Mission Statement of Iowa Trust Association
The Iowa Trust Association, a not-for-profit organization, is dedicated to fostering mutual interest and advancing the welfare of its members within the fields of trust, estate, financial, and charitable planning. By serving as a platform, it encourages discussions and deliberations on topics pertinent to its members' fiduciary roles. Moreover, the association provides educational programs to keep its members informed and competent in their respective capacities. The Iowa Trust Association showcases its commitment to learning and growth through events such as its fall conference, which gathered 142 attendees, and the trust operations seminar, which attracted 44 participants.
Shop smarter and support your favorite cause with the Give Freely browser extension. Save money with coupons and donate to charity with a single click. Download now!
Impact
October, 2024
The Iowa Trust Association plays a significant role in enhancing the trust, estate, financial, and charitable planning industries in Iowa. By promoting the interests and welfare of its members, it fosters a collaborative environment where professionals can discuss key issues and concerns related to their fiduciary responsibilities.
The organization serves as a valuable platform for education and networking, exemplified by its successful events, like the fall conference attended by 142 professionals and the trust operations seminar which drew 44 participants. These gatherings facilitate the sharing of knowledge and best practices, ultimately enhancing the capabilities and effectiveness of the members in their roles.
Through its initiatives, the Iowa Trust Association contributes to community improvement by empowering professionals with the skills and information necessary to better serve their clients and uphold ethical standards in financial management and planning. Its impact reflects a commitment to ongoing professional development within the trust and estate sectors, as well as a dedication to the broader financial health of the community.
This information is meant to be a general summary of Iowa Trust Association. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Investment Income: $568
- Program Service Revenue: $75,690
- Gross Receipts: $122,558
Assets and Liabilities:
- Total Assets: $280,827
- Total Liabilities: $0
- Net Assets: $280,827
Want to help this charity, for free? You can click here to learn more about Give Freely
Organization Details
Phone
(515) 286-4269Principal Officer
Brenda Heisch
Main Address
8901 NORTHPARK DRIVE, JOHNSTON, IA, 50131
Website
www.ia-trust.com/NTEE Category
Code: S41 - Community improvement
If you are a representative of Iowa Trust Association and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.