Coffman-Levi Charitable Trust Inc DBA Gold Crest Retirement Center
Coffman-Levi Charitable Trust Inc DBA Gold Crest Retirement Center is a private foundation focused on Human services, based in Adams, NE. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $9.4M in total assets. In 2025, it made $590K in qualifying distributions. Net investment income was $122K.
Key facts about Coffman-Levi Charitable Trust Inc DBA Gold Crest Retirement Center
- EIN
- 47-0690851
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $9,379,680
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$9.4M
+1.8% YoY
Revenue
$6.2M
+3.9% YoY
Qualifying Distributions
$590K
-22.2% YoY
Expenses
$5.9M
+0.2% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $9,379,680 | $9,217,625 | $9,028,405 |
| Revenue | $6,151,106 | $5,922,812 | $5,417,881 |
| Expenses | $5,888,478 | $5,875,212 | $5,184,628 |
| Qualifying Distributions | $590,268 | $758,554 | $1,730,979 |
| Net Investment Income | $121,948 | $98,366 | $35,701 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 29, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 3, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 30, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 28, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS October 27, 2025)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Coffman-Levi Charitable Trust Inc DBA Gold Crest Retirement Center is led by Chris Gramann, Chairman since 2024 (on filings since 2021); all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Chris Gramann
Chairman
Board Member → Chairman, 2024
On filings since 2021
2 hrs/week
$525 (2021) → $1K (2025)
Julie Kealy
Secretary
On filings since 2021
2 hrs/week
$525 (2021) → $2K (2025)
Ronald Sutter
Board Member
On filings since 2021
2 hrs/week
$350 (2021) → $1K (2025)
Wes Siefkes
Board Member
On filings since 2021
2 hrs/week
$450 (2021) → $1K (2025)
Joe Gramann
Board Member
On filings since 2024
2 hrs/week
$175 (2024) → $1K (2025)
Former officers (1)
- Former: Max Gramann (2021–2024) — Board Member
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Julie Kealy (Secretary). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Coffman-Levi Charitable Trust Inc DBA Gold Crest Retirement Center
How large is Coffman-Levi Charitable Trust Inc DBA Gold Crest Retirement Center?
Coffman-Levi Charitable Trust Inc DBA Gold Crest Retirement Center reported $9.4M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $6.2M.
What is Coffman-Levi Charitable Trust Inc DBA Gold Crest Retirement Center?
Coffman-Levi Charitable Trust Inc DBA Gold Crest Retirement Center is a private foundation focused on Human services, based in Adams, NE. It holds $9.4M in total assets as of 2025.
What is Coffman-Levi Charitable Trust Inc DBA Gold Crest Retirement Center's EIN?
Coffman-Levi Charitable Trust Inc DBA Gold Crest Retirement Center's EIN (Employer Identification Number) is 47-0690851. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Coffman-Levi Charitable Trust Inc DBA Gold Crest Retirement Center by hand.
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