Civic Intelligence

Association of Trust Organizations Inc

EIN 36-3825850 • 501(c)6 • Ada, OK

Profile

To provide a forum for leaders, owners, and operators of trust organizations to network and grow as an industry.

2313 N Broadway AveAda, OK 74820

www.trustorgs.com

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

88th percentile

35%

Faster asset growth than 88% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

38%

Faster revenue growth than 87% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$178,038

Down $14,342 (-7.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$178,038

Down $14,342 (-7.5%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin74th percentile

Revenue

Down

$320,709

Down $9,252 (-2.8%) from 2023

Expenses

Up

$335,051

Up $8,908 (+2.7%) from 2023

Net Income

Down

-$14,342

Down $18,160 (-476%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$200K$150K$100K$50K$0Assets 2013: $61,623Liabilities 2013: $0Net Assets 2013: $61,6232013Assets 2014: $101,721Liabilities 2014: $0Net Assets 2014: $101,7212014Assets 2015: $129,714Liabilities 2015: $0Net Assets 2015: $129,7142015Assets 2016: $130,224Liabilities 2016: $0Net Assets 2016: $130,2242016Assets 2017: $132,935Liabilities 2017: $0Net Assets 2017: $132,9352017Assets 2018: $141,118Liabilities 2018: $0Net Assets 2018: $141,1182018Assets 2021: $135,104Liabilities 2021: $0Net Assets 2021: $135,1042021Assets 2022: $188,562Liabilities 2022: $0Net Assets 2022: $188,5622022Assets 2023: $192,380Liabilities 2023: $0Net Assets 2023: $192,3802023Assets 2024: $178,038Liabilities 2024: $0Net Assets 2024: $178,0382024

Highlighted filing

2024

Assets$178,038
Liabilities$0
Net Assets$178,038
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $176,203Expenses 2013: $157,496Net Income 2013: $18,7072013Revenue 2014: $230,185Expenses 2014: $190,087Net Income 2014: $40,0982014Revenue 2015: $224,400Expenses 2015: $196,407Net Income 2015: $27,9932015Revenue 2016: $221,260Expenses 2016: $220,750Net Income 2016: $5102016Revenue 2017: $227,765Expenses 2017: $225,054Net Income 2017: $2,7112017Revenue 2018: $238,190Expenses 2018: $230,007Net Income 2018: $8,1832018Revenue 2021: $263,659Expenses 2021: $254,314Net Income 2021: $9,3452021Revenue 2022: $337,625Expenses 2022: $284,167Net Income 2022: $53,4582022Revenue 2023: $329,961Expenses 2023: $326,143Net Income 2023: $3,8182023Revenue 2024: $320,709Expenses 2024: $335,051Net Income 2024: -$14,3422024

Highlighted filing

2024

Revenue$320,709
Expenses$335,051
Net Income-$14,342
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$178,038
Liabilities
$0
Net assets
$178,038
Revenue
$320,709
Expenses
$335,051
Net income
-$14,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$3.21$3.35$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$3.30$3.26$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$3.38$2.84$0.53
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$2.64$2.54$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$2.38$2.30$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$2.28$2.25$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$2.21$2.21$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$2.24$1.96$0.28
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$2.30$1.90$0.40
2013Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.76$1.57$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 20, 2025
Return Version
2024v5.1
Gross Receipts
$320,709
Mission and Program Overview

Mission

To provide a forum for leaders, owners, and operators of trust organizations to network and grow as an industry.

To provide a forum for leaders, owners, and operators of trust organizations to network and grow as an industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$192,380$178,038▼ $14,342
Rtn Earn Endowment Incm Other Fnds$192,380$178,038▼ $14,342
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$192,380$178,038▼ $14,342
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$192,380$178,038▼ $14,342
Total Liabilities and Net Assets / Fund Balance$192,380$178,038▼ $14,342
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Jennie Karrels MenziePresident & CEO
Anne Lewis-smithDirector
Bill McfaddenDirector
Brian HalversonDirector
Brooks CampanyDirector
Bryant JonesDirector
Daniel CarterDirector
Douglas NunnDirector
J Phil BuchananDirector
Kip AndersonDirector
Stuart B AllenDirector
Greg OskoDirector Emerit
John JansingDirector Emerit
John SeidlDirector Emerit
Tony GuthrieDirector Emerit
Thomas BlankSecretary
W Scott NeffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$79,000
Program Service Revenue
$232,491
Investment Income
$4,608
Other Revenue
$4,610
Change in Net Assets
$-14,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$335,051
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$121,162
Fees for Services Management---$96,125
All Other Expenses---$24,581
Travel---$19,963
Fees for Services Legal---$12,010
Other Expenses---$6,225
Information Technology---$3,000
Fees for Services Accounting---$2,542
Insurance---$1,122
Total Functional Expenses$0$0$0$335,051
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

“The form is reviewed by an officer of the company”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Form 990, Part VI Line 7A

“Members elect the board of directors”

Form 990, Part VI, Line 11B

“The form 990 is reviewed at a board meeting prior to filing with the irs.”

Form 990, Part VI, Line 12C

“The conflict of interest policy is discussed at board meetings.”

Form 990, Part VI, Line 19

“The organization makes its governing documents, conflicts of interest policy, and financial statements available to the public upon request.”

Form 990, Part VI, Line 7B

“Special assessments are approved by 2/3 vote of the board of directors and are then voted on by the members of approval by the majority. Amendments to the association's articles of incorporation, proposed plans for merger, consolidation, or dissolution of the association are also voted by the members of the organization.”

Filing and Contact Details

Filer

Filer Name
Association of Trust Organizations Inc
EIN
36-3825850
Phone
5803324710
Address
2313 N BROADWAY AVE, ADA, OK 74820

Signing Officer

Name
Somerlyn Cothran
Title
Executive Director
Signed
2025-06-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Somerlyn Cothran
Formed
1992
Legal Domicile
Ok
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
15

Preparer

Firm
Mark Bahm CPA Pc
Address
6 NE 63rd St Ste 400, Oklahoma City, OK 73105
Preparer
Mark Bahm
Phone
4058406075
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MissionDesc0TO PROVIDE A FORUM FOR LEADERS, OWNERS, AND OPERATORS OF TRUST ORGANIZATIONS TO NETWORK AND GROW AS AN INDUSTRY.
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IRS990/OtherExpensesGrp/Desc2NEWSLETTER
IRS990/OtherExpensesGrp/Desc3CREDIT CARD FEES
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IRS990/OtherExpensesGrp/TotalAmt18978
IRS990/OtherExpensesGrp/TotalAmt28113
IRS990/OtherExpensesGrp/TotalAmt36225
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0232491
IRS990/ProgSrvcAccomActy2Grp/Desc0CONFERENCE - OPPORTUNITIES FOR MEMBERS TO GATHER & DISCUSS NEW DEVELOPMENTS IN THE INDUSTRY & SHARE IDEAS FOR IMPROVEMENTS.
IRS990/ProgSrvcAccomActy3Grp/Desc0MARKETING & PROMOTION
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IRS990/PYInvestmentIncomeAmt02634
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IRS990/PYOtherRevenueAmt012857
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IRS990/PYRevenuesLessExpensesAmt03818
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM IS REVIEWED BY AN OFFICER OF THE COMPANY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ELECT THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED AT A BOARD MEETING PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY IS DISCUSSED AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SPECIAL ASSESSMENTS ARE APPROVED BY 2/3 VOTE OF THE BOARD OF DIRECTORS AND ARE THEN VOTED ON BY THE MEMBERS OF APPROVAL BY THE MAJORITY. AMENDMENTS TO THE ASSOCIATION'S ARTICLES OF INCORPORATION, PROPOSED PLANS FOR MERGER, CONSOLIDATION, OR DISSOLUTION OF THE ASSOCIATION ARE ALSO VOTED BY THE MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, LINE 7B
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IRS990/WebsiteAddressTxt0WWW.TRUSTORGS.COM
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SOMERLYN COTHRAN

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