Civic Intelligence

Trust Practice and Risk Management Association

990 • Fiscal year 2024 • EIN 47-1209875

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 08, 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

11th percentile

0.00x

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

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.00x

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

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

33rd percentile

0.0%

Higher net margin than 33% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

29th percentile

$0

Higher top officer pay than 29% of similar nonprofits.

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

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

31st percentile

0.0%

Faster asset growth than 31% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

0.0%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets11th percentile

Assets

Flat

$1,935

Flat from 2023

Net Assets

Flat

$1,935

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin33rd percentile

Revenue

Flat

$1,300,000

Flat from 2023

Expenses

Down

$1,300,000

Down $4,500 (-0.3%) from 2023

Net Income

Up

$0

Up $4,500 (+100%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2024

Assets$1,935
Liabilities$0
Net Assets$1,935
Open 2024 Filing

Operations Trend

Revenue Growth31st 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

2024

Revenue$1,300,000
Expenses$1,300,000
Net Income$0
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 8, 2025
Return Version
2024v5.2
Gross Receipts
$1,300,000
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$1,935→ $0
Total Assets$1,935$1,935→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,935$1,935→ $0
Total Net Assets Fund Balance$1,935$1,935→ $0
Total Liabilities and Net Assets / Fund Balance$1,935$1,935→ $0
Compensation and Service Providers
Top Officer Pay29th percentile

Board Members and Trustees

NameTitle
Jana N MartinPresident
John DavisonDirector
Katherine NordalDirector
Nancy MolitorDirector
Stephen YoungDirector
Gerald P KoocherTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
American Insurance TrustEthics And Risk Mgmt Continuing Ed111 ROCKVILLE PIKE SUITE 700, Rockville, MD 20850$1,300,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,300,000
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,300,000
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 Other---$1,300,000
Total Functional Expenses$0$0$0$1,300,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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 4

“The count of board members was increased to 6.”

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
2025-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Smucker Barnwell
Formed
2014
Legal Domicile
Dc
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
6

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.”

Form 990, Part IX, Line 11G

“Ethics & risk management continuing education 1,300,000.”

Raw XML Appendix277 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 COUNT OF BOARD MEMBERS WAS INCREASED TO 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS MEMBERS AS SET FORTH IN ARTICLE IV OF THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERSHIP ELECTS ON AN ANNUAL BASIS, THE GOVERNING BODY PURSUANT TO ARTICLE V, SECTION 1 OF THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS IN A MEETING REVIEWED AND APPROVED FORM 990 PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPLIANCE 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/ExplanationTxt6GOVERNING 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/ExplanationTxt7ETHICS & RISK MANAGEMENT CONTINUING EDUCATION 1,300,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FROM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
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ReturnHeader/BusinessOfficerGrp/PhoneNum03013020063
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST PRACTICE AND RISK MANAGEMENT
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ReturnHeader/Filer/PhoneNum03013020063
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL O'SHEA
ReturnHeader/ReturnTs02025-10-09T10:29:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,935
Liabilities
$0
Net assets
$1,935
Revenue
$1,300,000
Expenses
$1,300,000
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)6 • $1M-$5M nonprofits