Civic Intelligence

Trust Users Group Inc

990 • Fiscal year 2023 • EIN 36-4947892

Jan 01, 2023 to Dec 31, 2023 • Filed on May 31, 2024

Organization ProfileWWW.TRUSTUSERSGROUP.ORG
1942 Broadway St 314CBoulder, CO 80302

(614) 496-4716

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

33%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

91st percentile

48%

Faster asset growth than 91% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

7.0%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$452,663

Up $146,408 (+48%) from 2022

Net Assets

Up

$452,663

Up $146,408 (+48%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin91st percentile

Revenue

Up

$441,620

Up $28,873 (+7.0%) from 2022

Expenses

Down

$295,212

Down $109,366 (-27%) from 2022

Net Income

Up

$146,408

Up $138,239 (+1692%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2019: $206,936Liabilities 2019: $0Net Assets 2019: $206,9362019Assets 2020: $208,031Liabilities 2020: $0Net Assets 2020: $208,0312020Assets 2021: $298,086Liabilities 2021: $0Net Assets 2021: $298,0862021Assets 2022: $306,255Liabilities 2022: $0Net Assets 2022: $306,2552022Assets 2023: $452,663Liabilities 2023: $0Net Assets 2023: $452,6632023Assets 2024: $498,732Liabilities 2024: $0Net Assets 2024: $498,7322024

Highlighted filing

2023

Assets$452,663
Liabilities$0
Net Assets$452,663
Open 2023 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0Revenue 2019: $601,864Expenses 2019: $394,928Net Income 2019: $206,9362019Revenue 2020: $59,637Expenses 2020: $58,542Net Income 2020: $1,0952020Revenue 2021: $221,950Expenses 2021: $131,895Net Income 2021: $90,0552021Revenue 2022: $412,747Expenses 2022: $404,578Net Income 2022: $8,1692022Revenue 2023: $441,620Expenses 2023: $295,212Net Income 2023: $146,4082023Revenue 2024: $443,871Expenses 2024: $397,802Net Income 2024: $46,0692024

Highlighted filing

2023

Revenue$441,620
Expenses$295,212
Net Income$146,408
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 31, 2024
Return Version
2023v5.0
Gross Receipts
$441,620
Mission and Program Overview

Mission

Trust users group, inc. (tug) is organized to provide education, network opportunties, vendor referrals, and continuing education credit as a forum for the members of the fiduciary wealth management industry.

Promote education, networking, vendor referrals, and continuing education for members of the fiduciary wealth management industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$306,255$452,663▲ $146,408
Rtn Earn Endowment Incm Other Fnds$306,255$452,663▲ $146,408
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$306,255$452,663▲ $146,408
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$306,255$452,663▲ $146,408
Total Liabilities and Net Assets / Fund Balance$306,255$452,663▲ $146,408
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Jeff EubanksPresident
Kyle SearchVice President
Tina WeckbacherConference Director
Chris HolderDirector at Large
Kellina WestVendor Director
Lyn SakamotoSecretary
Jeff BeckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$421,449
Investment Income
$20,171
Other Revenue
$0
Change in Net Assets
$146,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$295,212
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
Travel---$32,032
Fees for Services Accounting---$7,857
Information Technology---$2,904
Office Expenses---$1,289
Other Expenses---$385
Total Functional Expenses$0$0$0$295,212
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Any person, entity, or institution that has entered into a written contract for use of a trust accounting system with fidelity national information services, inc. (fis) is eligible for membership.”

Form 990, Part VI, Section A, Line 7A

“Members who are in good standing and current in the payment of membership dues and fees shall be entitled to elect the governing body. If fis owns more than five percent of a member organization, that member organization shall not have voting rights.”

Form 990, Part VI, Section A, Line 7B

“Members who are in good standing and current in the payment of membership dues and fees shall be entitled to vote on governance decisions of the organization. If fis owns more than five percent of a member organization, that member organization shall not have voting rights.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees with the authority to act on behalf of the governing body.”

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

“A copy of the form 990 is provided to the govenring body for review before filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Trust Users Group Inc
EIN
36-4947892
Phone
6144964716
Address
1942 BROADWAY ST 314C, BOULDER, CO 80302

Signing Officer

Name
Jeff Beck
Title
Treasurer
Phone
6144964716
Signed
2024-05-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Eubanks
Formed
2019
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Eide Bailly Llp
Address
2950 E HARMONY RD STE 290, FORT COLLINS, CO 80528-3429
Preparer
Kyle Fritch CPA
Phone
9702238825
Raw XML Appendix305 raw XML fields

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/ActivityOrMissionDesc0PROMOTE EDUCATION, NETWORKING, VENDOR REFERRALS, AND CONTINUING EDUCATION FOR MEMBERS OF THE FIDUCIARY WEALTH MANAGEMENT INDUSTRY.
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JEFF BECK
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IRS990/Desc0THE TRUST USERS GROUP, INC. (TUG) PROVIDES EDUCATION, NETWORKING OPPORTUNITIES, VENDOR REFERRALS, AND CONTINUING EDUCATION CREDITS FOR THE MEMBERS OF THE FIDUCIARY WEALTH MANAGEMENT INDUSTRY. TUG PROVIDES A FORUM TO SHARE BEST PRACTICES, EXPERIENCE NEW TECHNOLOGY, LEARN FROM USERS OF SUPPORTING SYSTEMS, AND STAY CURRENT ON REGULATORY AND COMPLIANCE CHANGES. THERE ARE A NUMBER OF VEHICLES THAT TUG PROVIDES THAT ADVANCE THESE PURPOSES WHICH INCLUDE:CONFERENCES THE PRIMARY VEHICLE TO ADVANCE THE EDUCATION OF INDIVIDUALS WITHIN THE FIDUCIARY WEALTH MANAGEMENT INDUSTRY IS THROUGH TUG CONFERENCES. THESE CONFERENCES ARE HELD IN THE SPRING AND FALL AND ARE AVAILABLE FOR BOTH MEMBERS AND NONMEMBERS OF TUG. THE CONFERENCES PROVIDE AN OPPORTUNITY TO SHARE KNOWLEDGE ABOUT TAX, LEGAL AND OTHER ISSUES THAT IMPACT THE INDUSTRY. IN ADDITION, THEY SERVE AS A MEANS FOR MEMBERS TO NETWORK, DEVELOP RELATIONSHIPS AND EXCHANGE IDEAS. DURING CALENDAR YEAR 2023, TUG HELD A SPRING AND FALL TRAINING CONFERENCE.NETWORKING OPPORTUNITIES THE NETWORK OPPORTUNITIES PROVIDED BY TUG ADVANCES EDUCATION, SKILLS, AND REGULATORY UNDERSTANDING IN THE INDUSTRY TO EFFECTIVELY CARRY OUT FIDUCIARY ACTIONS CONSISTENT WITH APPLICABLE LAW.MONTHLY MEMBER CALLS THE MONTHLY MEMBER CALLS ARE TOUCH POINTS THAT ALLOW MEMBERS TO DISCUSS BEST PRACTICES, EXCHANGE INFORMATION REGARDING NEW AND AMENDED REGULATIONS, PROVIDE REFERRALS, AND NETWORK WITH VENDORS (INCLUDING TAX, PRICING, PROXY, ETC.), AND CONTRIBUTES TO MORE EFFECTIVE MEMBER OPERATIONS WITHIN THE FIDUCIARY WEALTH MANAGEMENT INDUSTRY.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CONFERENCE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VENDOR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR AT LARGE
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IRS990/FundraisingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/MissionDesc0TRUST USERS GROUP, INC. (TUG) IS ORGANIZED TO PROVIDE EDUCATION, NETWORK OPPORTUNTIES, VENDOR REFERRALS, AND CONTINUING EDUCATION CREDIT AS A FORUM FOR THE MEMBERS OF THE FIDUCIARY WEALTH MANAGEMENT INDUSTRY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANY PERSON, ENTITY, OR INSTITUTION THAT HAS ENTERED INTO A WRITTEN CONTRACT FOR USE OF A TRUST ACCOUNTING SYSTEM WITH FIDELITY NATIONAL INFORMATION SERVICES, INC. (FIS) IS ELIGIBLE FOR MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS WHO ARE IN GOOD STANDING AND CURRENT IN THE PAYMENT OF MEMBERSHIP DUES AND FEES SHALL BE ENTITLED TO ELECT THE GOVERNING BODY. IF FIS OWNS MORE THAN FIVE PERCENT OF A MEMBER ORGANIZATION, THAT MEMBER ORGANIZATION SHALL NOT HAVE VOTING RIGHTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS WHO ARE IN GOOD STANDING AND CURRENT IN THE PAYMENT OF MEMBERSHIP DUES AND FEES SHALL BE ENTITLED TO VOTE ON GOVERNANCE DECISIONS OF THE ORGANIZATION. IF FIS OWNS MORE THAN FIVE PERCENT OF A MEMBER ORGANIZATION, THAT MEMBER ORGANIZATION SHALL NOT HAVE VOTING RIGHTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE FORM 990 IS PROVIDED TO THE GOVENRING BODY FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/WebsiteAddressTxt0WWW.TRUSTUSERSGROUP.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF BECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06144964716
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST USERS GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0364947892
ReturnHeader/Filer/PhoneNum06144964716
ReturnHeader/Filer/USAddress/AddressLine1Txt01942 BROADWAY ST 314C
ReturnHeader/Filer/USAddress/CityNm0BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080302
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02950 E HARMONY RD STE 290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT COLLINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0805283429
ReturnHeader/PreparerPersonGrp/PhoneNum09702238825
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE FRITCH CPA
ReturnHeader/ReturnTs02024-07-12T13:51:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BECK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$452,663
Liabilities
$0
Net assets
$452,663
Revenue
$441,620
Expenses
$295,212
Net income
$146,408
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$0.00$4.99$4.44$3.98$0.46
2023Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$4.42$2.95$1.46
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$4.13$4.05$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$2.22$1.32$0.90
2020Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.60$0.59$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$6.02$3.95$2.07