Civic Intelligence

Independent Trustee Alliance

EIN 81-3589976 • 501(c)6 • Sachse, TX

Profile

To promote recoginition of the role of indepenent trustee through activities such as marketing, education, workshops, and conferences.

5250 HWY 78 Ste 750 403Sachse, TX 75048

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

32nd percentile

-9.4%

Higher net margin than 32% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$17,302

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$17,302

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

$60,366

No earlier filing loaded for comparison.

Expenses

$66,039

No earlier filing loaded for comparison.

Net Income

-$5,673

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20K$15K$10K$5.0K$0Assets 2024: $17,302Net Assets 2024: $17,3022024

Highlighted filing

2024

Assets$17,302
Liabilities-
Net Assets$17,302
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2024: $60,366Expenses 2024: $66,039Net Income 2024: -$5,6732024

Highlighted filing

2024

Revenue$60,366
Expenses$66,039
Net Income-$5,673
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$17,302
Liabilities
-
Net assets
$17,302
Revenue
$60,366
Expenses
$66,039
Net income
-$5,673
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.3$17.3$60.4$66.0$5.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 13, 2025
Return Version
2024v5.1
Gross Receipts
$60,366
Mission and Program Overview

Mission

To promote recoginition of the role of indepenent trustee through activities such as marketing, education, workshops, and conferences.

Program Services

DescriptionGrantsExpenses
ANNUAL CONFERENCE TO PROVIDE FORMAL AND INFORMAL EDUCATIONAND NETWORKING OPPORTUNITIES FOR MEMBERS.--
PROVIDE ACCESS TO CONTINUING PROFESSIONAL EDUCATION THROUGHMEMBER-EXCLUSIVE CONFERENCES, WORKSHOPS, AND TRAINING.--
PROVIDE A PLATFORM TO RAISE AWARENESS OF INDEPENDENT TRUSTEES BY MARKETING THE PROFESSION AND MEMBERS THROUGH THEIR WEBSITE.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN QUINNBoard ChairPT$0--
MARGUERITE LORENZVice ChairPT$0--
M ANTHONY VAIDASecretaryPT$0--
RICK YBARRATreasurerPT$0--
DAVID FOLZDirector-$0--
JUDITH PEARSONDirector-$0--
TIM BORCHERSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Independent Trustee Alliance
EIN
81-3589976
Phone
2145782662
Address
5250 HWY 78 Ste 750 403, SACHSE, TX 75048

Signing Officer

Name
Kevin Quinn
Title
Board Chair
Phone
2145782662
Signed
2025-06-13

Preparer

Firm
Roy D Rabenaldt CPA
Address
2280 Springlake Rd Ste 104, Dallas, TX 75234
Preparer
J Aaron Germany CPA
Phone
9724847767
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Bank & credit card processing fees 2547.”

Form 990EZ, Part I, Line 16

“INSURANCE 2984.”

Form 990EZ, Part I, Line 16

“Conference program expenses 39184.”

Raw XML Appendix134 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACHSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0750485216
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044715
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE RECOGINITION OF THE ROLE OF INDEPENENT TRUSTEE THROUGH ACTIVITIES SUCH AS MARKETING, EDUCATION, WORKSHOPS, AND CONFERENCES.
IRS990EZ/ProgramServiceRevenueAmt039576
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL CONFERENCE TO PROVIDE FORMAL AND INFORMAL EDUCATIONAND NETWORKING OPPORTUNITIES FOR MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ACCESS TO CONTINUING PROFESSIONAL EDUCATION THROUGHMEMBER-EXCLUSIVE CONFERENCES, WORKSHOPS, AND TRAINING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE A PLATFORM TO RAISE AWARENESS OF INDEPENDENT TRUSTEES BY MARKETING THE PROFESSION AND MEMBERS THROUGH THEIR WEBSITE.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt066039
IRS990EZ/TotalRevenueAmt060366
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFERENCE PROGRAM EXPENSES 39184.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0813589976
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752075194
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerPersonGrp/PhoneNum09724847767
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J AARON GERMANY CPA
ReturnHeader/ReturnTs02025-06-18T11:19:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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