Civic Intelligence

Trusted Choice Inc

990 • Fiscal year 2017 • EIN 54-2052195

Sep 01, 2016 to Aug 31, 2017 • Filed on Apr 09, 2018

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

63rd percentile

0.34x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

49th percentile

0.29x

Higher debt load relative to revenue than 49% of similar nonprofits.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2017

Net Margin

91st percentile

28%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

100th percentile

$1,458,758

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 28.9% of source-year revenue.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2017

Asset Growth

92nd percentile

36%

Faster asset growth than 92% of similar nonprofits.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-3.7%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$4,315,776

Up $1,134,416 (+36%) from 2016

Net Assets

Up

$2,840,427

Up $1,416,299 (+99%) from 2016

Liabilities

Down

$1,475,349

Down $281,883 (-16%) from 2016

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin91st percentile

Revenue

Down

$5,045,481

Down $192,950 (-3.7%) from 2016

Expenses

Up

$3,629,182

Up $445,645 (+14%) from 2016

Net Income

Down

$1,416,299

Down $638,595 (-31%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2017

Assets$4,315,776
Liabilities$1,475,349
Net Assets$2,840,427
Open 2017 Filing

Operations Trend

Revenue Growth22nd 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

2017

Revenue$5,045,481
Expenses$3,629,182
Net Income$1,416,299
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Apr 9, 2018
Return Version
2016v3.0
Gross Receipts
$5,045,481
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$3,006,339$4,195,051▲ $1,188,712
Cash and Non-Interest-Bearing Accounts$175,021$0▼ $175,021
Prepaid Expenses and Deferred Charges$0$99,805▲ $99,805
Accounts Receivable$0$20,920▲ $20,920
Total Assets$3,181,360$4,315,776▲ $1,134,416
Liabilities
Deferred Revenue$1,200,096$1,186,885▼ $13,211
Other Liabilities$191,428$174,181▼ $17,247
Accounts Payable and Accrued Expenses$365,708$114,283▼ $251,425
Total Liabilities$1,757,232$1,475,349▼ $281,883
Net Assets / Fund Balance
Unrestricted Net Assets$1,424,128$2,840,427▲ $1,416,299
Total Net Assets Fund Balance$1,424,128$2,840,427▲ $1,416,299
Total Liabilities and Net Assets / Fund Balance$3,181,360$4,315,776▲ $1,134,416
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David G EvansSenior VPFT$185,642$32,770$218,412
Robert RusbuldtCEOPT$60,588$4,881$65,469
Eugene S CockeCFO-$14,744$6,778$21,522
Vaughn GrahamExecutive Committee Liaison--$17,991$17,991
Scott D KneelandChief Counsel-$13,806$2,836$16,642
Jason P PalsSystems Architect-$11,977$2,695$14,672

Board Members and Trustees

NameTitle
Mike McBrideChair
Don WhitakerDirector
Jeff GriceDirector
Lynn MathisDirector
Mark MaleDirector
Matt BanaszynskiDirector
Mike McCartinDirector
Scott BrothersDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Marc USA Pittsburgh IncAdvertising Services225 West Station Square Dr Suite 5, Pittsburgh, PA 15219$1,059,124
Revenue and Support

Revenue Composition

Contributions and Grants
$100,000
Program Service Revenue
$4,939,473
Investment Income
$6,008
Other Revenue
$0
Change in Net Assets
$1,416,299

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,045,481
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,045,481
Total Revenue per Form 990
$5,045,481
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,600,706
Other Expenses$1,422,579
Salaries, Compensation, and Employee Benefits$605,897
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$1,600,706
Advertising---$772,438
Current Officers, Directors, Trustees, and Key Employees---$310,094
Fees for Services Management---$267,805
Other Salaries and Wages---$219,404
Information Technology---$125,012
Fees for Services Other---$70,585
Travel---$49,827
Payroll Taxes---$32,388
Other Employee Benefits---$30,102
Occupancy---$21,123
Pension Plan Contributions---$13,909
Office Expenses---$9,915
Insurance---$6,758
Other Expenses---$6,000
Fees for Services Accounting---$2,826
Total Functional Expenses$0$0$0$3,629,182

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,629,182
Total Expenses per Audited Statements$3,629,182
Total Expenses per Form 990$3,629,182
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Make-A-Wish FoundationPhoenix, AZ501(c)(3)Support$385,000
Ind Ins Agts of New JerseyTrenton, NJ501(c)(6)Advertising & Recruiting$90,966
Ind Ins Agts of New HampshireConcord, NH501(c)(6)Advertising & Recruiting$76,648
Prof Ind Ins Agts of IllinoisSpringfield, IL501(c)(6)Advertising & Recruiting$75,000
PIIA of Colorado IncDenver, CO501(c)(6)Advertising & Recruiting$67,926
Ind Ins Agts of North CarolinaCary, NC501(c)(6)Advertising & Recruiting$65,000
Massachusetts Assn of Ins AgentMilford, MA501(c)(6)Advertising & Recruiting$65,000
Ind Ins Agts of MississippiFlowood, MS501(c)(6)Advertising & Recruiting$58,428
Minnesota Ind Ins AgentsMaple Grove, MN501(c)(6)Advertising & Recruiting$55,400
Kansas Assn of Ins AgentsTopeka, KS501(c)(6)Advertising & Recruiting$54,408
Ind Ins Agts of WisconsinMadison, WI501(c)(6)Advertising & Recruiting$45,730
Insurors of TennesseeNashville, TN501(c)(6)Advertising & Recruiting$43,583
Maine Ins Agents AssnHallowell, ME501(c)(6)Advertising & Recruiting$40,956
Missouri Assn of Ins AgentsJefferson City, MO501(c)(6)Advertising & Recruiting$39,927
Florida Assn of Ins AgtsTallahassee, FL501(c)(6)Advertising & Recruiting$36,675
Michigan Assn of Ins AgentsLansing, MI501(c)(6)Advertising & Recruiting$36,334
Ind Ins Agts & Brokers of NY IncDe Witt, NY501(c)(6)Advertising & Recruiting$31,000
Ind Ins Agts of South DakotaFt Pierre, SD501(c)(6)Advertising & Recruiting$30,456
Ind Ins Agts of NebraskaLincoln, NE501(c)(6)Advertising & Recruiting$30,296
IIA of PennsylvaniaMechanicsburg, PA501(c)(6)Advertising & Recruiting$30,000
Ind Ins Agts of Louisiana IncBaton Rouge, LA501(c)(6)Advertising & Recruiting$30,000
Ind Ins Agts of Ohio IncGahanna, OH501(c)(6)Advertising & Recruiting$30,000
Vermont Insur Agts Assoc IncWilliston, VT501(c)(6)Advertising & Recruiting$27,849
Ind Ins Agts of Kentucky IncLouisville, KY501(c)(6)Advertising & Recruiting$23,000
Alabama Ind Ins Agts IncBirmingham, AL501(c)(6)Advertising & Recruiting$20,000
Ind Ins Agts of Georgia IncAlpharetta, GA501(c)(6)Advertising & Recruiting$20,000
Ind Ins Agts of Indiana IncIndianapolis, IN501(c)(6)Advertising & Recruiting$20,000
Ind Ins Agts of Maryland IncGlen Burnie, MD501(c)(6)Advertising & Recruiting$20,000
Ind Ins Agts of South CarolinaColumbia, SC501(c)(6)Advertising & Recruiting$20,000
The Ind Ins Agts Assn of UtahSalt Lake City, UT501(c)(6)Advertising & Recruiting$20,000
Ind Ins Agents of OklahomaOklahoma, OK501(c)(6)Advertising & Recruiting$14,334
Ind Ins Agts of IowaWest Des Moines, IA501(c)(6)Advertising & Recruiting$12,992
Ind Ins Agents of Idaho IncMeridian, ID501(c)(6)Advertising & Recruiting$10,000
Ind Ins Agts of New Mexico IncAlbuquerque, NM501(c)(6)Advertising & Recruiting$10,000
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$174,181
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

Governance Explanations

Form 990, Part VI, Section B, 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.”

Form 990, Part VI, Section B, 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.”

Form 990, Part VI, Section B, 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.”

Form 990, Part VI, Section C, 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.”

Filing and Contact Details

Filer

Filer Name
Trusted Choice Inc
EIN
54-2052195
Phone
7036834422
Address
127 SOUTH PEYTON STREET, ALEXANDRIA, VA 22314

Signing Officer

Name
Robert Rusbuldt
Title
President/CEO
Phone
7036834422
Signed
2018-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Rusbuldt
Formed
2001
Legal Domicile
De
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
9

Preparer

Firm
Tate and Tryon
Address
2021 L Street NW Suite 400, Washington, DC 20036
Preparer
R Michael Sorrells
Phone
2022932200
Raw XML AppendixShowing 400 of 903 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/PersonNm1Lynn Mathis
IRS990/Form990PartVIISectionAGrp/PersonNm2Jeff Grice
IRS990/Form990PartVIISectionAGrp/PersonNm3Scott Brothers
IRS990/Form990PartVIISectionAGrp/PersonNm4Mark Male
IRS990/Form990PartVIISectionAGrp/PersonNm5Mike McCartin
IRS990/Form990PartVIISectionAGrp/PersonNm6Matt Banaszynski
IRS990/Form990PartVIISectionAGrp/PersonNm7Don Whitaker
IRS990/Form990PartVIISectionAGrp/PersonNm8Vaughn Graham
IRS990/Form990PartVIISectionAGrp/PersonNm9Robert Rusbuldt
IRS990/Form990PartVIISectionAGrp/PersonNm10Eugene S Cocke
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/OtherExpensesGrp/TotalAmt36000
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IRS990/PartialLiquidationInd00
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IRS990/PensionPlanContributionsGrp/TotalAmt013909
IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleI/RecipientTable/CashGrantAmt2243583
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IRS990ScheduleI/RecipientTable/CashGrantAmt2665000
IRS990ScheduleI/RecipientTable/CashGrantAmt2736334
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IRS990ScheduleI/RecipientTable/CashGrantAmt2939927
IRS990ScheduleI/RecipientTable/CashGrantAmt3067926
IRS990ScheduleI/RecipientTable/CashGrantAmt3175000
IRS990ScheduleI/RecipientTable/CashGrantAmt3220000
IRS990ScheduleI/RecipientTable/CashGrantAmt3327849
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(c)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(c)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(c)(6)
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IRS990ScheduleI/RecipientTable/IRCSectionDesc33501(c)(6)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt18Advertising & Recruiting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt19Advertising & Recruiting

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,315,776
Liabilities
$1,475,349
Net assets
$2,840,427
Revenue
$5,045,481
Expenses
$3,629,182
Net income
$1,416,299
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
2017Detailed filing. Detailed filing data is available for this year.$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