Civic Intelligence

Trust Practice and Risk Management

EIN 47-1209875 • 501(c)6 • Rockville, MD

Profile

National membership organization created to support psychology, mental health and allied healthcare professions by promoting education, practice and risk management.

111 Rockville Pike 700Rockville, MD 20850

none

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

7th percentile

-100%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

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

Assets

Down

$0

Down $1,935 (-100%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$0

Down $1,935 (-100%) from 2024

Revenue

Down

$0

Down $1,300,000 (-100%) from 2024

Expenses

Down

$1,935

Down $1,298,065 (-100%) from 2024

Net Income

Down

-$1,935

Down $1,935 from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2016: $254,700Liabilities 2016: $250,000Net Assets 2016: $4,7002016Assets 2017: $4,700Liabilities 2017: $0Net Assets 2017: $4,7002017Assets 2018: $4,700Liabilities 2018: $0Net Assets 2018: $4,7002018Assets 2019: $18,100Liabilities 2019: $0Net Assets 2019: $18,1002019Assets 2020: $14,350Liabilities 2020: $0Net Assets 2020: $14,3502020Assets 2021: $10,485Liabilities 2021: $0Net Assets 2021: $10,4852021Assets 2022: $6,435Liabilities 2022: $0Net Assets 2022: $6,4352022Assets 2023: $1,935Liabilities 2023: $0Net Assets 2023: $1,9352023Assets 2024: $1,935Liabilities 2024: $0Net Assets 2024: $1,9352024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $1,005,000Expenses 2016: $1,000,300Net Income 2016: $4,7002016Revenue 2017: $1,000,000Expenses 2017: $1,000,000Net Income 2017: $02017Revenue 2018: $1,300,000Expenses 2018: $1,300,000Net Income 2018: $02018Revenue 2019: $1,317,500Expenses 2019: $1,304,100Net Income 2019: $13,4002019Revenue 2020: $1,300,000Expenses 2020: $1,303,750Net Income 2020: -$3,7502020Revenue 2021: $1,300,000Expenses 2021: $1,303,865Net Income 2021: -$3,8652021Revenue 2022: $1,300,000Expenses 2022: $1,304,050Net Income 2022: -$4,0502022Revenue 2023: $1,300,000Expenses 2023: $1,304,500Net Income 2023: -$4,5002023Revenue 2024: $1,300,000Expenses 2024: $1,300,000Net Income 2024: $02024Revenue 2025: $0Expenses 2025: $1,935Net Income 2025: -$1,9352025

Highlighted filing

2025

Revenue$0
Expenses$1,935
Net Income-$1,935

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Aug 28, 2025
Signed
Dec 18, 2025
Return Version
2024v5.2
Gross Receipts
$0
Mission and Program Overview

Mission

National membership organization created to support psychology, mental health and allied healthcare professions by promoting education, practice and risk management.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,935$0▼ $1,935
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$1,935$0▼ $1,935
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,935$0▼ $1,935
Total Net Assets Fund Balance$1,935$0▼ $1,935
Total Liabilities and Net Assets / Fund Balance$1,935$0▼ $1,935
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sara Smucker BarnwellPresident
Gilbert NewmanDirector
John DavisonDirector
Stephen YoungDirector
Katherine NordalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,935
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,935
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
Fees for Services Accounting---$1,935
Total Functional Expenses$0$0$0$1,935
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
Subject to proxy tax
No
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
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has members as set forth in article iv of the bylaws.

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

The membership elects on an annual basis, the governing body pursuant to article v, section 1 of the bylaws.

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

The board of directors in a meeting reviewed and approved form 990 prior to filing with the irs.

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

Compliance with conflict of interest policy: policy requires all board members to sign an annual statement on conflict of interest. Board members are to disclose actual or possible conflict of interest. Board will address conflict of interest. Periodic review is required to ensure trustparma operates in an manner consistent with its tax-exempt purpose.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available to the public upon request to organization address of 111 rockville pike, suite 700, rockville, md 20850

Filing and Contact Details

Filer

Filer Name
Trust Practice and Risk Management
EIN
47-1209875
Phone
3013020063
Address
111 ROCKVILLE PIKE 700, ROCKVILLE, MD 20850

Signing Officer

Name
Sara Smucker Barnwell
Title
President
Phone
3013020063
Signed
2025-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Smucker Barnwell
Formed
2014
Legal Domicile
Dc
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
5

Preparer

Firm
Cohnreznick Advisory LLC
Address
7501 WISCONSIN AVENUE SUITE 400E, BETHESDA, MD 20814
Preparer
DANIEL O'SHEA
Phone
3016529100
Supplemental Narrative

Additional Explanations

FROM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

National membership organization created to support psychology, mental health and allied healthcare professions by promoting education, practice and risk management.

Raw XML Appendix287 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NATIONAL MEMBERSHIP ORGANIZATION CREATED TO SUPPORT PSYCHOLOGY, MENTAL HEALTH AND ALLIED HEALTHCARE PROFESSIONS BY PROMOTING EDUCATION, PRACTICE AND RISK MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS AS SET FORTH IN ARTICLE IV OF THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERSHIP ELECTS ON AN ANNUAL BASIS, THE GOVERNING BODY PURSUANT TO ARTICLE V, SECTION 1 OF THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS IN A MEETING REVIEWED AND APPROVED FORM 990 PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPLIANCE WITH CONFLICT OF INTEREST POLICY: POLICY REQUIRES ALL BOARD MEMBERS TO SIGN AN ANNUAL STATEMENT ON CONFLICT OF INTEREST. BOARD MEMBERS ARE TO DISCLOSE ACTUAL OR POSSIBLE CONFLICT OF INTEREST. BOARD WILL ADDRESS CONFLICT OF INTEREST. PERIODIC REVIEW IS REQUIRED TO ENSURE TRUSTPARMA OPERATES IN AN MANNER CONSISTENT WITH ITS TAX-EXEMPT PURPOSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO ORGANIZATION ADDRESS OF 111 ROCKVILLE PIKE, SUITE 700, ROCKVILLE, MD 20850
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FROM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL O'SHEA
ReturnHeader/ReturnTs02025-12-20T04:34:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-08-28
ReturnHeader/TaxYr02024

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