Civic Intelligence
Officer

IOWA STATE BANK

18 organizations • 120 returns • Latest tax year 2025

TrusteeCo Trustee
Name Match Caveat

This page groups activity by normalized name only. It may combine different people who share the same name.

Organizations

18

Returns

120

Total Compensation

$900,364

Total Benefits

$175,017

Organizations

OrganizationEINReturnsLatest YearLatest TitleCompensation
The Richard Morton Root and Ruth Bailey Root Charitable Trust Fund Ud 08210339-6779747132025Trustee$367,384
Helen Holt Charitable Trust26-6114598162025Trustee$252,060
Highland Perpetual Maintenance Tr 012000654300-01200065440042-6083280102025Trustee$97,513
Highland Perpetual Maintenance Society 76 01 100 063290042-6064743102025Trustee$88,107
Dorothy M Hess Memorial Trust Co John a Gerken Co-Trustee42-657555842025Trustee$26,846
Rex R Cook Charitable Trust47-677672752025Trustee$14,758
Harland and Genevieve Emerson Foundation42-654370022024Co Trustee$14,582
Alice Conner Trust Iowa State Bank 42-0335294 Trustee42-643016052025Trustee$12,917
Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church42-6603517162025Trustee$11,916
Dora L Mahanay Educational Trust42-609171242025Trustee$9,706
Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 064870042-6064744102025Trustee$4,575
Bernice E Peterson Scholarship Trust47-720449142025Trustee$0
Jensen Scholarship Fund42-606499942025Trustee$0
Joseph J Sinek Scholarship Trust42-633648142025Trustee$0
Louis J Elbert Trust42-130119842025Trustee$0
Marvin M Jorgensen Charitable Trust87-696918142025Trustee$0
Phyllis P Stockdale Memorial Scholarship35-676728642025Trustee$0
Willard E and Ella P Thompson Educational Fund36-602802912025Trustee$0

Returns

Tax YearOrganizationTypeTitleHours / WeekCompensationBenefitsReturn
2025The Richard Morton Root and Ruth Bailey Root Charitable Trust Fund Ud 082103990PFTrustee7$33,558-View return
2025Helen Holt Charitable Trust990PFTrustee1$18,750-View return
2025Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$11,429$0View return
2025Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$10,302$0View return
2025Dorothy M Hess Memorial Trust Co John a Gerken Co-Trustee990Trustee1$9,584$0View return
2025Dora L Mahanay Educational Trust990PFTrustee1$3,280-View return
2025Alice Conner Trust Iowa State Bank 42-0335294 Trustee990PFTrustee1$2,180-View return
2025Rex R Cook Charitable Trust990PFTrustee1$2,000-View return
2025Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$1,049-View return
2025Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$419$0View return
2025Phyllis P Stockdale Memorial Scholarship990PFTrustee0.5$0-View return
2025Louis J Elbert Trust990PFTrustee1.15$0-View return
2025Joseph J Sinek Scholarship Trust990PFTrustee1.15$0-View return
2025Jensen Scholarship Fund990PFTrustee0.5$0-View return
2025Willard E and Ella P Thompson Educational Fund990PFTrustee1$0-View return
2025Bernice E Peterson Scholarship Trust990PFTrustee1.15$0-View return
2025Marvin M Jorgensen Charitable Trust990Trustee0$0$0View return
2024The Richard Morton Root and Ruth Bailey Root Charitable Trust Fund Ud 082103990PFTrustee7$30,929-View return
2024Helen Holt Charitable Trust990PFTrustee1$18,375-View return
2024Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$10,783$0View return
2024Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$9,863$0View return
2024Dorothy M Hess Memorial Trust Co John a Gerken Co-Trustee990Trustee1$8,980$0View return
2024Harland and Genevieve Emerson Foundation990PFCo Trustee0$7,592$0View return
2024Dora L Mahanay Educational Trust990PFTrustee1$3,187-View return
2024Rex R Cook Charitable Trust990PFTrustee1$3,105-View return
2024Alice Conner Trust Iowa State Bank 42-0335294 Trustee990PFTrustee1$2,393-View return
2024Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$1,065-View return
2024Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$493$0View return
2024Marvin M Jorgensen Charitable Trust990Trustee0$0$0View return
2024Bernice E Peterson Scholarship Trust990PFTrustee1.15$0-View return
2024Jensen Scholarship Fund990PFTrustee0.5$0-View return
2024Louis J Elbert Trust990PFTrustee1.15$0-View return
2024Phyllis P Stockdale Memorial Scholarship990PFTrustee0.5$0-View return
2024Joseph J Sinek Scholarship Trust990PFTrustee1.15$0-View return
2023The Richard Morton Root and Ruth Bailey Root Charitable Trust Fund Ud 082103990PFTrustee7$28,296-View return
2023Helen Holt Charitable Trust990PFTrustee1$17,416-View return
2023Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$10,020$0View return
2023Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$9,339$0View return
2023Dorothy M Hess Memorial Trust Co John a Gerken Co-Trustee990Trustee1$8,282$0View return
2023Harland and Genevieve Emerson Foundation990PFCo Trustee0$6,990$0View return
2023Dora L Mahanay Educational Trust990PFTrustee1$3,239-View return
2023Alice Conner Trust Iowa State Bank 42-0335294 Trustee990PFTrustee1$2,407-View return
2023Rex R Cook Charitable Trust990PFTrustee1$2,398-View return
2023Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$882-View return
2023Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$421$0View return
2023Jensen Scholarship Fund990PFTrustee0.5$0-View return
2023Bernice E Peterson Scholarship Trust990PFTrustee1.15$0-View return
2023Phyllis P Stockdale Memorial Scholarship990PFTrustee0.5$0-View return
2023Joseph J Sinek Scholarship Trust990PFTrustee1.15$0-View return
2023Marvin M Jorgensen Charitable Trust990Trustee0$0$0View return
2023Louis J Elbert Trust990PFTrustee1.15$0-View return
2022The Richard Morton Root and Ruth Bailey Root Charitable Trust Fund Ud 082103990PFTrustee7$34,165-View return
2022Helen Holt Charitable Trust990PFTrustee1$18,041-View return
2022Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$9,863$0View return
2022Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$9,382$0View return
2022Rex R Cook Charitable Trust990PFTrustee1$3,171-View return
2022Alice Conner Trust Iowa State Bank 42-0335294 Trustee990PFTrustee1$3,010-View return
2022Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$912-View return
2022Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$437$0View return
2022Dora L Mahanay Educational Trust990PFTrustee0$0-View return
2022Phyllis P Stockdale Memorial Scholarship990PFTrustee0.5$0-View return
2022Jensen Scholarship Fund990PFTrustee0.5$0-View return
2022Dorothy M Hess Memorial Trust Co John a Gerken Co-Trustee990Trustee1$0$0View return
2022Marvin M Jorgensen Charitable Trust990Trustee0$0$0View return
2022Louis J Elbert Trust990PFTrustee1.15$0-View return
2022Bernice E Peterson Scholarship Trust990PFTrustee1.15$0-View return
2022Joseph J Sinek Scholarship Trust990PFTrustee1.15$0-View return
2021The Richard Morton Root and Ruth Bailey Root Charitable Trust Fund Ud 082103990PFTrustee7$30,815-View return
2021Helen Holt Charitable Trust990PFTrustee1$18,889-View return
2021Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$10,118$0View return
2021Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$9,352$0View return
2021Rex R Cook Charitable Trust990PFTrustee1$4,084-View return
2021Alice Conner Trust Iowa State Bank 42-0335294 Trustee990PFTrustee1$2,927-View return
2021Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$958-View return
2021Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$465$0View return
2020The Richard Morton Root and Ruth Bailey Root Charitable Trust Fund Ud 082103990PFTrustee7$29,057-View return
2020Helen Holt Charitable Trust990PFTrustee1$17,117-View return
2020Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$9,475$9,067View return
2020Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$8,632$9,910View return
2020Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$857-View return
2020Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$435$18,107View return
2019The Richard Morton Root and Ruth Bailey Root Charitable Trust Fund Ud 082103990PFTrustee7$26,273-View return
2019Helen Holt Charitable Trust990PFTrustee1$17,282-View return
2019Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$9,401$8,857View return
2019Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$8,423$9,835View return
2019Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$864-View return
2019Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$434$17,824View return
2018The Richard Morton Root and Ruth Bailey Root Charitable Trust Fund Ud 082103990PFTrustee7$28,112-View return
2018Helen Holt Charitable Trust990PFTrustee1$17,500-View return
2018Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$9,201$8,479View return
2018Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$8,035$9,645View return
2018Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$910-View return
2018Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$444$17,236View return
2017The Richard Morton Root and Ruth Bailey Root Charitable Trust Fund Ud 082103990PFTrustee7$26,808-View return
2017Helen Holt Charitable Trust990PFTrustee1$17,235-View return
2017Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$9,109$8,279View return
2017Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$7,814$9,574View return
2017Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$465$16,922View return
2017Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$0-View return
2016The Richard Morton Root and Ruth Bailey Root Charitable Trust Fund Ud 082103990PFTrustee7$26,517$0View return
2016Helen Holt Charitable Trust990PFTrustee1$0$0View return
2016Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$0$0View return
2015The Richard Morton Root and Ruth Bailey Root Charitable Trust Fund Ud 082103990PFTrustee7$27,506$0View return
2015Helen Holt Charitable Trust990PFTrustee1$16,077$0View return
2015Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$832$0View return
2014The Richard Morton Root and Ruth Bailey Root Charitable Trust Fund Ud 082103990PFTrustee7$23,862$0View return
2014Helen Holt Charitable Trust990PFTrustee1$16,434$0View return
2014Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$805$0View return
2013The Richard Morton Root and Ruth Bailey Root Charitable Trust Fund Ud 082103990PFTrustee7$21,486$0View return
2013Helen Holt Charitable Trust990PFTrustee1$15,762$0View return
2013Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$8,114$7,527View return
2013Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$6,965$8,676View return
2013Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$748$0View return
2013Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$562$15,079View return
2012Helen Holt Charitable Trust990PFTrustee1$14,900$0View return
2012Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$697$0View return
2011Helen Holt Charitable Trust990PFTrustee1$14,482$0View return
2011Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$695$0View return
2010Helen Holt Charitable Trust990PFTrustee1$13,800$0View return
2010Hildred B F Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$642$0View return