Civic Intelligence

Trust Management Association

EIN 52-2265931 • 501(c)6 • Washington, DC

Profile

Organize and administer tma annual seminar

1333 New Hampshire Ave NWWashington, DC 20036

n/A

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

32nd percentile

-9.8%

Higher net margin than 32% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

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 2022

Asset Growth

8th percentile

-100%

Faster asset growth than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

332%

Faster revenue growth than 98% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $42,259 (-100%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$21,634

Down $7,518 (-26%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Up

$76,801

Up $59,019 (+332%) from 2021

Expenses

Up

$84,319

Up $71,212 (+543%) from 2021

Net Income

Down

-$7,518

Down $12,193 (-261%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$100K$50K$0Assets 2011: $12,668Liabilities 2011: $02011Assets 2012: $16,247Liabilities 2012: $3002012Assets 2013: $4,779Liabilities 2013: $02013Assets 2014: $50,062Liabilities 2014: $45,7772014Assets 2015: $49,534Liabilities 2015: $46,2412015Assets 2016: $40,266Liabilities 2016: $40,0812016Assets 2017: $33,287Liabilities 2017: $42,6702017Assets 2018: $28,327Liabilities 2018: $50,7642018Assets 2019: $74,300Liabilities 2019: $94,9202019Assets 2020: $84,962Liabilities 2020: $60,7202020Assets 2021: $42,259Liabilities 2021: $13,107Net Assets 2021: $29,1522021Assets 2022: $0Net Assets 2022: $21,6342022

Highlighted filing

2022

Assets$0
Liabilities-
Net Assets$21,634
Open 2022 Filing

Operations Trend

Revenue Growth98th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $87,745Expenses 2011: $79,297Net Income 2011: $8,4482011Revenue 2012: $74,243Expenses 2012: $70,964Net Income 2012: $3,2792012Revenue 2013: $88,147Expenses 2013: $99,315Net Income 2013: -$11,1682013Revenue 2014: $113,561Expenses 2014: $114,055Net Income 2014: -$4942014Revenue 2015: $106,310Expenses 2015: $107,302Net Income 2015: -$9922015Revenue 2016: $78,865Expenses 2016: $81,973Net Income 2016: -$3,1082016Revenue 2017: $76,380Expenses 2017: $85,948Net Income 2017: -$9,5682017Revenue 2018: $88,099Expenses 2018: $101,153Net Income 2018: -$13,0542018Revenue 2019: $96,503Expenses 2019: $94,686Net Income 2019: $1,8172019Revenue 2020: $58,005Expenses 2020: $13,143Net Income 2020: $44,8622020Revenue 2021: $17,782Expenses 2021: $13,107Net Income 2021: $4,6752021Revenue 2022: $76,801Expenses 2022: $84,319Net Income 2022: -$7,5182022

Highlighted filing

2022

Revenue$76,801
Expenses$84,319
Net Income-$7,518
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$21,634
Revenue
$76,801
Expenses
$84,319
Net income
-$7,518
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.22$0.77$0.84$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.13$0.29$0.18$0.13$0.05
2020Summary only. Only limited summary data is available for this year.$0.85$0.61$0.58$0.13$0.45
2019Summary only. Only limited summary data is available for this year.$0.74$0.95$0.97$0.95$0.02
2018Summary only. Only limited summary data is available for this year.$0.28$0.51$0.88$1.01$0.13
2017Summary only. Only limited summary data is available for this year.$0.33$0.43$0.76$0.86$0.10
2016Summary only. Only limited summary data is available for this year.$0.40$0.40$0.79$0.82$0.03
2015Summary only. Only limited summary data is available for this year.$0.50$0.46$1.06$1.07$0.01
2014Summary only. Only limited summary data is available for this year.$0.50$0.46$1.14$1.14$0.00
2013Summary only. Only limited summary data is available for this year.$0.05$0.00$0.88$0.99$0.11
2012Summary only. Only limited summary data is available for this year.$0.16$0.00$0.74$0.71$0.03
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.88$0.79$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Feb 2, 2023
Return Version
2021v4.2
Gross Receipts
$76,801
Mission and Program Overview

Mission

Organize and administer tma annual seminar

Program Services

DescriptionGrantsExpenses
ORGANIZE AND ADMINISTER TMA ANNUAL SEMINAR FOR 25 INDIVIDUAL MEMBERS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIE TORMEYChairman-$0--
PAMELA LUCINATreasurer-$0--
PHOEBE PAPAGEORGIOUSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Trust Management Association
EIN
52-2265931
Phone
2026637603
Address
1333 NEW HAMPSHIRE AVE NW, WASHINGTON, DC 20036

Signing Officer

Name
Phoebe Papageorgiou
Title
Secretary
Phone
2026637603
Signed
2023-02-02
Discuss with paid preparer
No

Preparer

Firm
Block Advisors
Address
900 17TH ST NW, WASHINGTON, DC 20006
Preparer
Alfred Pinkett
Phone
2024664411
Supplemental Narrative

Additional Explanations

Part 1 Line 16

“N/A”

Raw XML Appendix110 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ABA
IRS990EZ/BooksInCareOfDetail/PhoneNum02026637603
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01333 NEW HAMPSHIRE AVE NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Washington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042259
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7518
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010332
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042259
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt076801
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt076794
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029152
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021634
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029152
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt020595
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIE TORMEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAMELA LUCINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHOEBE PAPAGEORGIOU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052809
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZE AND ADMINISTER TMA ANNUAL SEMINAR
IRS990EZ/PrintingPublicationsPostageAmt0583
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZE AND ADMINISTER TMA ANNUAL SEMINAR FOR 25 INDIVIDUAL MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt013107
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt084319
IRS990EZ/TotalRevenueAmt076801
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0PHOEBE PAPAGEORGIOU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02026637603
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST MANAGEMENT ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0522265931
ReturnHeader/Filer/PhoneNum02026637603
ReturnHeader/Filer/USAddress/AddressLine1Txt01333 NEW HAMPSHIRE AVE NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Block Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 17TH ST NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020006
ReturnHeader/PreparerPersonGrp/PhoneNum02024664411
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alfred Pinkett
ReturnHeader/ReturnTs02023-02-03T19:43:36Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHOEBE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PAPAGEORGIOU
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

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