Civic Intelligence

Trusted Choice Inc

990 • Fiscal year 2016 • EIN 54-2052195

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 15, 2017

Organization Profilewww.trustedchoice.com
127 South Peyton StreetAlexandria, VA 22314

(703) 683-4422

Siviq Scores

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

Liabilities / Assets

81st percentile

0.55x

Higher debt load relative to assets than 81% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.34x

Higher debt load relative to revenue than 55% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2016

Net Margin

95th percentile

39%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

100th percentile

$1,584,668

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 30.3% of source-year revenue.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2016

Asset Growth

98th percentile

72%

Faster asset growth than 98% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

1.1%

Faster revenue growth than 45% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$3,181,360

Up $1,332,031 (+72%) from 2015

Net Assets

Up

$1,424,128

Up $2,054,894 (+326%) from 2015

Liabilities

Down

$1,757,232

Down $722,863 (-29%) from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin95th percentile

Revenue

Up

$5,238,431

Up $58,497 (+1.1%) from 2015

Expenses

Down

$3,183,537

Down $3,695,180 (-54%) from 2015

Net Income

Up

$2,054,894

Up $3,753,677 (+221%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $3,914,026Liabilities 2011: $2,289,373Net Assets 2011: $1,624,6532011Assets 2012: $4,245,863Liabilities 2012: $2,161,712Net Assets 2012: $2,084,1512012Assets 2013: $5,126,425Liabilities 2013: $2,344,712Net Assets 2013: $2,781,7132013Assets 2014: $3,224,266Liabilities 2014: $2,156,249Net Assets 2014: $1,068,0172014Assets 2015: $1,849,329Liabilities 2015: $2,480,095Net Assets 2015: -$630,7662015Assets 2016: $3,181,360Liabilities 2016: $1,757,232Net Assets 2016: $1,424,1282016Assets 2017: $4,315,776Liabilities 2017: $1,475,349Net Assets 2017: $2,840,4272017Assets 2018: $4,710,142Liabilities 2018: $1,479,587Net Assets 2018: $3,230,5552018Assets 2019: $4,723,016Liabilities 2019: $1,208,936Net Assets 2019: $3,514,0802019Assets 2020: $3,522,353Liabilities 2020: $1,511,070Net Assets 2020: $2,011,2832020Assets 2021: $2,879,409Liabilities 2021: $1,416,479Net Assets 2021: $1,462,9302021Assets 2022: $3,003,484Liabilities 2022: $1,752,386Net Assets 2022: $1,251,0982022Assets 2023: $2,851,197Liabilities 2023: $1,325,434Net Assets 2023: $1,525,7632023Assets 2024: $3,581,469Liabilities 2024: $1,248,276Net Assets 2024: $2,333,1932024

Highlighted filing

2016

Assets$3,181,360
Liabilities$1,757,232
Net Assets$1,424,128
Open 2016 Filing

Operations Trend

Revenue Growth45th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,065,891Expenses 2011: $4,460,501Net Income 2011: -$394,6102011Revenue 2012: $5,413,436Expenses 2012: $4,953,938Net Income 2012: $459,4982012Expenses 2013: $5,161,6962013Revenue 2014: $5,273,739Expenses 2014: $6,987,435Net Income 2014: -$1,713,6962014Revenue 2015: $5,179,934Expenses 2015: $6,878,717Net Income 2015: -$1,698,7832015Revenue 2016: $5,238,431Expenses 2016: $3,183,537Net Income 2016: $2,054,8942016Revenue 2017: $5,045,481Expenses 2017: $3,629,182Net Income 2017: $1,416,2992017Revenue 2018: $4,995,257Expenses 2018: $4,605,129Net Income 2018: $390,1282018Revenue 2019: $4,867,548Expenses 2019: $4,584,023Net Income 2019: $283,5252019Revenue 2020: $4,886,423Expenses 2020: $6,389,219Net Income 2020: -$1,502,7962020Revenue 2021: $4,834,266Expenses 2021: $5,382,619Net Income 2021: -$548,3532021Revenue 2022: $4,862,551Expenses 2022: $5,074,383Net Income 2022: -$211,8322022Revenue 2023: $4,763,426Expenses 2023: $4,488,761Net Income 2023: $274,6652023Revenue 2024: $4,314,771Expenses 2024: $3,507,341Net Income 2024: $807,4302024

Highlighted filing

2016

Revenue$5,238,431
Expenses$3,183,537
Net Income$2,054,894
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 15, 2017
Return Version
2015v3.0
Gross Receipts
$5,238,431
Mission and Program Overview

Mission

Trusted choice is a unifying brand created to help educate consumers about the benefits of using an independent insurance agent or broker when buying insurance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$378,016$3,006,339▲ $2,628,323
Cash and Non-Interest-Bearing Accounts$1,445,305$175,021▼ $1,270,284
Prepaid Expenses and Deferred Charges$26,008$0▼ $26,008
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,849,329$3,181,360▲ $1,332,031
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$1,281,491$1,200,096▼ $81,395
Accounts Payable and Accrued Expenses$1,089,240$365,708▼ $723,532
Other Liabilities$109,364$191,428▲ $82,064
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,480,095$1,757,232▼ $722,863
Net Assets / Fund Balance
Unrestricted Net Assets$-630,766$1,424,128▲ $2,054,894
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$-630,766$1,424,128▲ $2,054,894
Total Liabilities and Net Assets / Fund Balance$1,849,329$3,181,360▲ $1,332,031
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David G EvansExecutive DirectorFT$166,990$36,942$203,932
Robert RusbuldtPresident/CEOPT$67,220$11,684$78,904
Eugene CockeTreasurer-$16,450$8,180$24,630
Spencer HouldinExecutive Committee Liaison--$19,434$19,434
Scott KneelandGeneral Counsel & SecretaryPT$15,264$2,937$18,201

Board Members and Trustees

NameTitle
Mike McBrideChairman
Jeff GriceDirector
John FunkhouserDirector
Lynn MathisDirector
Mark MaleDirector
Pam AdamsDirector
Rick SprengDirector
Scott BrothersDirector
Sheri AcconzoDirector
Todd JacksonDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Marc USA Pittsburgh INCAdvertisingPO BOX 536264, Pittsburgh, PA 15253$2,368,776
Revenue and Support

Revenue Composition

Contributions and Grants
$100,000
Program Service Revenue
$5,022,627
Investment Income
$3,322
Other Revenue
$112,482
Change in Net Assets
$2,054,894
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,499,350
Grants and Similar Amounts Paid$1,296,554
Salaries, Compensation, and Employee Benefits$387,633
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$1,296,554
Advertising---$731,630
Current Officers, Directors, Trustees, and Key Employees---$387,633
Fees for Services Management---$296,875
Travel---$74,248
All Other Expenses---$26,493
Fees for Services Other---$26,414
Occupancy---$23,988
Information Technology---$17,963
Insurance---$11,928
Office Expenses---$11,086
Other Expenses---$6,235
Fees for Services Accounting---$3,754
Total Functional Expenses$0$0$0$3,183,537
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Make-a-wish FoundationPhoenix, AZ501(c)(3)Support$300,000
Iia of New HampshireConcord, NH501(c)(6)Advertising &$75,000
Iia of New JerseyTrenton, NJ501(c)(6)Advertising &$75,000
Iia of Rhode IslandWarwick, RI501(c)(6)Advertising &$75,000
Massachusetts AiaMilford, MA501(c)(6)Advertising &$75,000
Piia of IllinoisSpringfield, IL501(c)(6)Advertising &$75,000
PIIA of Colorado IncDenver, CO501(c)(6)Advertising &$48,333
Iia of North CarolinaCary, NC501(c)(6)Advertising &$47,500
Missouri Association of Insurance AgentsJefferson City, MO501(c)(6)Advertising &$46,105
Maine Insurance Agents AssociationAugusta, ME501(c)(6)Advertising &$40,817
Florida AiaTallahassee, FL501(c)(6)Advertising &$37,500
Vermont IAA IncMontpelier, VT501(c)(6)Advertising &$37,500
Iia of MississippiFlowood, MS501(c)(6)Advertising &$35,000
IIA of PennsylvaniaMechanicsburg, PA501(c)(6)Advertising &$32,500
Iia of Kentucky IncLouisville, KY501(c)(6)Advertising &$30,500
California-IBA of the WestPleasanton, CA501(c)(6)Advertising &$30,000
Iia&b of Louisiana IncBaton Rouge, LA501(c)(6)Advertising &$30,000
Michigan AIALansing, MI501(c)(6)Advertising &$30,000
Iia&b of South CarolinaColumbia, SC501(c)(6)Advertising &$29,000
Iia of South DakotaFort Pierre, SD501(c)(6)Advertising &$27,500
IiabaAlexandria, VA501(c)(6)Advertising$25,000
Agency Service Corporation of KansasTopeka, KS501(c)(6)Advertising &$23,543
Iia of NebraskaLincoln, NE501(c)(6)Advertising &$20,821
IIA of IowaWest Des Moines, IA501(c)(6)Advertising &$17,500
IIA of UtahSalt Lake City, UT501(c)(6)Advertising &$15,000
Iiab of New YorkSyracuse, NY501(c)(6)Advertising &$10,000
Iia of WisconsinMadison, WI501(c)(6)Advertising &$7,435
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$191,428
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Trusted Choice Inc
EIN
54-2052195
In Care Of
% EUGENE S COCKE
Phone
7036834422
Address
127 SOUTH PEYTON STREET, ALEXANDRIA, VA 22314

Signing Officer

Name
Eugene S Cocke
Title
CFO
Phone
7036834422
Signed
2017-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Rusbuldt
Formed
2001
Legal Domicile
De
Voting Board Members
12
Independent Board Members
10
Employees
0
Volunteers
12

Preparer

Firm
Cohnreznick Llp
Address
7501 WISCONSIN AVENUE 400E, BETHESDA, MD 20814-6583
Preparer
DANIEL O'SHEA
Phone
3016529100
Supplemental Narrative

Additional Explanations

Review of Form 990

“Part vi, line 11b: the 990 is reviewed line by line by the director of finance and chief financial officer of the parent corporation, independent insurance agents & brokers of america, inc.”

Whether and How the Conflict of Interest Policy Is Monitored

“Part vi, line 12c: the conflict of interest policy is completed and signed annually by all officers and employees during the month of august. Copies are kept on file with the legal department.”

CEO Compensation

“Part vi, line 15a: the employment contract for the ceo was renewed in september 2012 after an independent review by an outside firm, as well as the executive committee of iiaba.”

Whether and How Trusted Choice Makes Certain Documents Available

“Part vi, line 19: copies of the trusted choice form 990 are made available upon request. Copies of trusted choice's governing documents, conflict of interest policy, and financial statements are available to members on the website.”

Personnel Costs Reimbursed to Iiaba

“Part ix, line 24d: trusted choice has no employees. Trusted choice reimburses its parent entity, independent insurance agents & brokers of america (iiaba), for personnel costs paid by iiaba on behalf of iiaba employees performing work for trusted choice.”

Financial Statement Notes

Fin 48 Financial Statement Disclosure

“SCHEDULE D, PART X, Line 2: TRUSTED CHOICE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. TRUSTED CHOICE RECOGNIZES INTEREST EXPENSE RELATED TO UNRECOGNIZED TAX BENEFITS AND PENALTIES IN GENERAL AND ADMINISTRATIVE EXPENSES ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS, AND IN INCOME TAX PAYABLE IN THE STATEMENTS OF FINANCIAL POSITION. THERE IS NO PROVISION IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR INTEREST EXPENSE AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED AUGUST 31, 2016 AND 2015. FOR TAX YEARS PRIOR TO 2012, TRUSTED CHOICE IS NO LONGER SUBJECT TO EXAMINATION BY THE IRS OR STATE TAX JURISDICTIONS.”

Raw XML AppendixShowing 400 of 888 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/PersonNm0ROBERT RUSBULDT
IRS990/Form990PartVIISectionAGrp/PersonNm1Mike McBride
IRS990/Form990PartVIISectionAGrp/PersonNm2Jeff Grice
IRS990/Form990PartVIISectionAGrp/PersonNm3Scott Brothers
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IRS990/Form990PartVIISectionAGrp/PersonNm5Lynn Mathis
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IRS990/Form990PartVIISectionAGrp/PersonNm7Mark Male
IRS990/Form990PartVIISectionAGrp/PersonNm8John Funkhouser
IRS990/Form990PartVIISectionAGrp/PersonNm9Sheri Acconzo
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
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IRS990/MissionDesc0TRUSTED CHOICE WAS CREATED TO BE A UNIFYING BRAND FOR INDEPENDENT INSURANCE AGENTS AND BROKERS AND TO HELP EDUCATE CONSUMERS ABOUT THE BENEFITS OF USING AN INDEPENDENT AGENT OR BROKER WHEN BUYING INSURANCE - CHOICE OF COMPANIES, CUSTOMIZATION OF POLICIES, AND ADVOCACY SUPPORT. TRUSTED CHOICE PROVIDES RESOURCES FOR INDEPENDENT AGENTS AND BROKERS TO POSITION THEMSELVES AS THE PREMIER DISTRIBUTION OPTION.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHEDULE D, PART X, Line 2: TRUSTED CHOICE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. TRUSTED CHOICE RECOGNIZES INTEREST EXPENSE RELATED TO UNRECOGNIZED TAX BENEFITS AND PENALTIES IN GENERAL AND ADMINISTRATIVE EXPENSES ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS, AND IN INCOME TAX PAYABLE IN THE STATEMENTS OF FINANCIAL POSITION. THERE IS NO PROVISION IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR INTEREST EXPENSE AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED AUGUST 31, 2016 AND 2015. FOR TAX YEARS PRIOR TO 2012, TRUSTED CHOICE IS NO LONGER SUBJECT TO EXAMINATION BY THE IRS OR STATE TAX JURISDICTIONS.
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,181,360
Liabilities
$1,757,232
Net assets
$1,424,128
Revenue
$5,238,431
Expenses
$3,183,537
Net income
$2,054,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$1.25$2.33$4.31$3.51$0.81
2023Summary only. Only limited summary data is available for this year.$2.85$1.33$1.53$4.76$4.49$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$1.75$1.25$4.86$5.07$0.21
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$1.42$1.46$4.83$5.38$0.55
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$1.51$2.01$4.89$6.39$1.50
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.72$1.21$3.51$4.87$4.58$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$1.48$3.23$5.00$4.61$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$1.48$2.84$5.05$3.63$1.42
2016Detailed filing. Detailed filing data is available for this year.$3.18$1.76$1.42$5.24$3.18$2.05
2015Summary only. Only limited summary data is available for this year.$1.85$2.48$0.63$5.18$6.88$1.70
2014Detailed filing. Detailed filing data is available for this year.$3.22$2.16$1.07$5.27$6.99$1.71
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.13$2.34$2.78$5.16
2012Summary only. Only limited summary data is available for this year.$4.25$2.16$2.08$5.41$4.95$0.46
2011Summary only. Only limited summary data is available for this year.$3.91$2.29$1.62$4.07$4.46$0.39