Civic Intelligence

Trust Practice and Risk Management Association

990 • Fiscal year 2025 • EIN 47-1209875

Jan 01, 2025 to Aug 28, 2025 • Filed on Dec 18, 2025

Organization ProfileNONE
111 Rockville Pike 700Rockville, MD 20850

(301) 302-0063

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

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

Net Assets

Down

$0

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

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

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

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$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
Open 2025 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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
Open 2025 Filing
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
Top Officer Pay77th percentile

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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IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN DAVISON
IRS990/Form990PartVIISectionAGrp/PersonNm4STEPHEN YOUNG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NATIONAL MEMBERSHIP ORGANIZATION CREATED TO SUPPORT PSYCHOLOGY, MENTAL HEALTH AND ALLIED HEALTHCARE PROFESSIONS BY PROMOTING EDUCATION, PRACTICE AND RISK MANAGEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01935
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01935
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/PrincipalOfficerNm0SARA SMUCKER BARNWELL
IRS990/ProfessionalFundraisingInd00
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01304500
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01300000
IRS990/PYRevenuesLessExpensesAmt0-4500
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01304500
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01300000
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1935
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
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IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0REIMBURSEMENT OF WIND-DOWN EXPENSES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0AMERICAN INSURANCE TRUST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02025-08-28
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0526057386
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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:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/USAddress/ZIPCd020850
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA SMUCKER BARNWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03013020063
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST PRACTICE AND RISK MANAGEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0333709623
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 400E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum03016529100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-08
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

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$1,935
Net income
-$1,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.30$1.30$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.30$1.30$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$1.30$1.30$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$1.30$1.30$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$1.30$1.30$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$1.32$1.30$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$1.30$1.30$0.00
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$1.00$1.00$0.00
2016Summary only. Only limited summary data is available for this year.$0.25$0.25$0.00$1.01$1.00$0.00