Civic Intelligence

Secured Futures Inc

EIN 26-2396880 • 501(c)3 • Phoenix, AZ

Profile

Trust administration and advocacy

10439 S 51st Street Ste 225Phoenix, AZ 85044

www.securedfutures.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.29x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.05x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

44th percentile

1.8%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2024

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Up

$597,422

Up $205,353 (+52%) from 2023

Liabilities

Down

$174,699

Down $217,370 (-55%) from 2023

Net Assets

Up

$422,723

Up $422,723 from 2023

Revenue

Up

$3,258,034

Up $633,231 (+24%) from 2023

Expenses

Up

$3,198,397

Up $660,843 (+26%) from 2023

Net Income

Down

$59,637

Down $27,612 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0-$500KAssets 2013: $254,579Liabilities 2013: $0Net Assets 2013: $254,5792013Assets 2014: $221,989Liabilities 2014: $0Net Assets 2014: $221,9892014Assets 2015: $229,594Liabilities 2015: $36,171Net Assets 2015: $193,4232015Assets 2016: $242,328Liabilities 2016: $0Net Assets 2016: $242,3282016Assets 2017: $573,295Liabilities 2017: $0Net Assets 2017: $573,2952017Assets 2018: $222,618Liabilities 2018: $518,590Net Assets 2018: -$295,9722018Assets 2019: $308,769Liabilities 2019: $597,230Net Assets 2019: -$288,4612019Assets 2020: -$23,050Liabilities 2020: $54,567Net Assets 2020: -$77,6172020Assets 2021: $185,635Liabilities 2021: $167Net Assets 2021: $185,4682021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $392,069Liabilities 2023: $392,069Net Assets 2023: $02023Assets 2024: $597,422Liabilities 2024: $174,699Net Assets 2024: $422,7232024

Highlighted filing

2024

Assets$597,422
Liabilities$174,699
Net Assets$422,723

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2013: $1,282,694Expenses 2013: $1,083,436Net Income 2013: $199,2582013Revenue 2014: $1,319,106Expenses 2014: $1,351,696Net Income 2014: -$32,5902014Revenue 2015: $1,475,022Expenses 2015: $1,503,588Net Income 2015: -$28,5662015Revenue 2016: $1,571,759Expenses 2016: $1,522,854Net Income 2016: $48,9052016Revenue 2017: $1,930,847Expenses 2017: $1,599,880Net Income 2017: $330,9672017Revenue 2018: $1,790,414Expenses 2018: $2,588,338Net Income 2018: -$797,9242018Revenue 2019: $2,765,467Expenses 2019: $2,757,956Net Income 2019: $7,5112019Revenue 2020: $2,880,453Expenses 2020: $2,669,609Net Income 2020: $210,8442020Revenue 2021: $2,871,962Expenses 2021: $2,608,877Net Income 2021: $263,0852021Revenue 2022: $2,653,627Expenses 2022: $2,562,009Net Income 2022: $91,6182022Revenue 2023: $2,624,803Expenses 2023: $2,537,554Net Income 2023: $87,2492023Revenue 2024: $3,258,034Expenses 2024: $3,198,397Net Income 2024: $59,6372024

Highlighted filing

2024

Revenue$3,258,034
Expenses$3,198,397
Net Income$59,637

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 22, 2025
Return Version
2024v5.2
Gross Receipts
$3,258,034
Mission and Program Overview

Mission

Trust administration and advocacy

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$297,030$328,221▲ $31,191
Accounts Receivable$209,448$261,161▲ $51,713
Prepaid Expenses and Deferred Charges$0$8,040▲ $8,040
Total Assets$392,069$597,422▲ $205,353
Other Assets Total$-114,409$0▲ $114,409
Liabilities
Other Liabilities$364,337$152,964▼ $211,373
Accounts Payable and Accrued Expenses$27,732$21,735▼ $5,997
Total Liabilities$392,069$174,699▼ $217,370
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$422,723▲ $422,723
Total Liabilities and Net Assets / Fund Balance$392,069$597,422▲ $205,353
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Leah FergusonControllerPT$112,680$112,680

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,258,034
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$59,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,197,093
Grants and Similar Amounts Paid$1,304
Total Fundraising Expense$69
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$3,096,405--$3,096,405
Fees for Services Other$55,998--$55,998
Grants to Domestic Orgs$1,304--$1,304
Other Expenses-$44,621$69$69
Total Functional Expenses$3,153,707$44,621$69$3,198,397
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Payable$152,964
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Executive director reviews 990 with counsel then presents to the board prior to filing

Form 990, Part VI, Section B, Line 12C

All potential conflicts of interest must be mentioned and discussed with the officers and or board of directors

Form 990, Part VI, Section B, Line 15A

Survey data was gathered and presented to the board taking into account tenure, assets in trust, experience and managment skills. All independent board of directors voted on compensation amounts for executives

Form 990, Part VI, Section C, Line 19

Documents available upon request

Filing and Contact Details

Filer

Filer Name
Secured Futures Inc
EIN
26-2396880
Phone
4803879875
Address
10439 S 51ST STREET STE 225, PHOENIX, AZ 85044

Signing Officer

Name
Leah M Ferguson
Title
Controller
Phone
4803879875
Signed
2025-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nathan Schnackenberg
Formed
2008
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Ppco Advisors LLC
Address
333 W SANTA CLARA ST SUITE 800, SAN JOSE, CA 95113-1716
Preparer
Edward a Davis
Phone
4082877911
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

The organization has the regulated committee but no changes in prior process.

Financial Statement Notes

PART IV, LINE 1B:

The organization provides pooled trust administration services on behalf of the elderly and people with disabilities. In connection with the services, the organization establishes custodial accounts with various banking institutions to hold and disburse beneficiary funds. Accordingly the trust assets are not reported as an asset of secured futures inc.

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt016847
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0NATHAN SCHNACKENBERG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0239788
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE DIRECTOR REVIEWS 990 WITH COUNSEL THEN PRESENTS TO THE BOARD PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL POTENTIAL CONFLICTS OF INTEREST MUST BE MENTIONED AND DISCUSSED WITH THE OFFICERS AND OR BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SURVEY DATA WAS GATHERED AND PRESENTED TO THE BOARD TAKING INTO ACCOUNT TENURE, ASSETS IN TRUST, EXPERIENCE AND MANAGMENT SKILLS. ALL INDEPENDENT BOARD OF DIRECTORS VOTED ON COMPENSATION AMOUNTS FOR EXECUTIVES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS THE REGULATED COMMITTEE BUT NO CHANGES IN PRIOR PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE GOOD SHEPHERD FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SECURED ALLIANCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237093399
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1844760735
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONSERVATORSHIP, GUARDIANSHIP,AND TRUSTEESHIP SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CONSERVATORSHIP, GUARDIANSHIP,AND TRUSTEESHIP SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt010439 S 51ST STREET STE 225
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt110439 S 51ST STREET STE 225
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085044
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd185044
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt03096405
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SECURED ALLIANCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0392069
IRS990/TotalAssetsEOYAmt0597422
IRS990/TotalAssetsGrp/BOYAmt0392069
IRS990/TotalAssetsGrp/EOYAmt0597422
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt069
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt044621
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03153707
IRS990/TotalFunctionalExpensesGrp/TotalAmt03198397
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0392069
IRS990/TotalLiabilitiesEOYAmt0174699
IRS990/TotalLiabilitiesGrp/BOYAmt0392069
IRS990/TotalLiabilitiesGrp/EOYAmt0174699
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0422723
IRS990/TotalOtherCompensationAmt031059
IRS990/TotalProgramServiceExpensesAmt03153707
IRS990/TotalProgramServiceRevenueAmt03258034
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03258034
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03258034
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0392069
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0597422
IRS990/TotReportableCompRltdOrgAmt0321409
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010439 S 51ST STREET STE 225
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085044
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SECUREDFUTURES.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEAH M FERGUSON

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