Civic Intelligence

Independent Trustee Alliance

990EZ • Fiscal year 2024 • EIN 81-3589976

Jan 01, 2024 to Dec 31, 2024 • Filed on Jun 13, 2025

Organization ProfileN/A
5250 HWY 78 Ste 750 403Sachse, TX 75048

(214) 578-2662

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

28th percentile

-9.4%

Higher net margin than 28% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2024 filings • 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.

Net Assets

$17,302

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th 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.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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 across loaded years, with this 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
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 Pay74th 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.

Path#Value
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IRS990EZ/BenefitsPaidToOrForMembersAmt021324
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IRS990EZ/BooksInCareOfDetail/PhoneNum02145782662
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06613 EASTVIEW DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACHSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0750485216
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022975
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017302
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5673
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022975
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017302
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt060366
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020790
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022975
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017302
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022975
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017302
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN QUINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARGUERITE LORENZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2M ANTHONY VAIDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICK YBARRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID FOLZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUDITH PEARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TIM BORCHERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066039
IRS990EZ/TotalRevenueAmt060366
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK & CREDIT CARD PROCESSING FEES 2547.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 2984.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFERENCE PROGRAM EXPENSES 39184.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN QUINN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02145782662
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT TRUSTEE ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0813589976
ReturnHeader/Filer/PhoneNum02145782662
ReturnHeader/Filer/USAddress/AddressLine1Txt05250 HWY 78 Ste 750 403
ReturnHeader/Filer/USAddress/CityNm0SACHSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075048
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752075194
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Roy D Rabenaldt CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02280 Springlake Rd Ste 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075234
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)6 • <$500k nonprofits