Civic Intelligence

Wyoming Trust Association Inc

EIN 83-1597478 • 501(c)6 • Jackson, WY

Profile

To create a unified voice for wyoming as a top trust jurisdiction through centralized marketing to a variety of stakeholders, thought leadership, and connecting opportunities for industry professionals.

PO Box 8145Jackson, WY 83002

www.wyomingtrustassociation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

81st percentile

20%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

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

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

10%

Faster revenue growth than 66% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$118,480

Up $13,500 (+13%) from 2023

Liabilities

Up

$849

Up $849 from 2023

Net Assets

Up

$117,631

Up $12,651 (+12%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin81st percentile

Revenue

Up

$62,500

Up $5,885 (+10%) from 2023

Expenses

Up

$49,849

Up $122 (+0.2%) from 2023

Net Income

Up

$12,651

Up $5,763 (+84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$150K$100K$50K$0Assets 2019: $44,290Liabilities 2019: $0Net Assets 2019: $44,2902019Assets 2020: $56,760Liabilities 2020: $0Net Assets 2020: $56,7602020Assets 2023: $104,980Liabilities 2023: $0Net Assets 2023: $104,9802023Assets 2024: $118,480Liabilities 2024: $849Net Assets 2024: $117,6312024

Highlighted filing

2024

Assets$118,480
Liabilities$849
Net Assets$117,631
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$80K$60K$40K$20K$0Revenue 2019: $57,508Expenses 2019: $18,660Net Income 2019: $38,8482019Revenue 2020: $27,015Expenses 2020: $14,545Net Income 2020: $12,4702020Revenue 2023: $56,615Expenses 2023: $49,727Net Income 2023: $6,8882023Revenue 2024: $62,500Expenses 2024: $49,849Net Income 2024: $12,6512024

Highlighted filing

2024

Revenue$62,500
Expenses$49,849
Net Income$12,651
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$118,480
Liabilities
$849
Net assets
$117,631
Revenue
$62,500
Expenses
$49,849
Net income
$12,651
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.18$0.63$0.50$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.57$0.50$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.27$0.15$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.58$0.19$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 4, 2025
Return Version
2024v5.2
Gross Receipts
$62,500
Mission and Program Overview

Mission

To create a unified voice for wyoming as a top trust jurisdiction through centralized marketing to a variety of stakeholders, thought leadership, and connecting opportunities for industry professionals.

Program Services

DescriptionGrantsExpenses
CONDUCTED MULTIPLE EDUCATIONAL SESSIONS, COVERING A BROAD RANGE OF TOPICS RELEVANT TO THE TRUST INDUSTRY.$0$0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AARON SONESDirector-$0--
ALBERT FORKNERDirector-$0--
BETTY ANDRIKOPOULOSDirector-$0--
GREG VAUGHNDirector-$0--
JESSICA SHEEHYDirector-$0--
MIKE BOHLDirector-$0--
SUSIE ROHDirector-$0--
JORDAN CHANDLERPresident-$0--
LAURA DANDRIDGETreasurer-$0--
TITUS GOAREVice President/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Wyoming Trust Association Inc
EIN
83-1597478
Phone
3076831197
Address
PO BOX 8145, JACKSON, WY 83002

Signing Officer

Name
Jordan Chandler
Title
Board President
Phone
3076831197
Signed
2025-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Mhp Advisory Services LLC
Address
PO BOX 1088, CHEYENNE, WY 82003
Preparer
Greg G Vaughn
Phone
3076342151
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: marketing expenses. Amount: 16,171. Description: technical expenses. Amount: 3,649. Description: bank fees. Amount: 2. Description: state annual fees. Amount: 27. Total to form 990-ez, line 16: 19,849.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 13,500.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: other liabilities. Beg. Of year amount: 0. End of year amount: 849.”

Raw XML Appendix150 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/PrimaryExemptPurposeTxt0TO CREATE A UNIFIED VOICE FOR WYOMING AS A TOP TRUST JURISDICTION THROUGH CENTRALIZED MARKETING TO A VARIETY OF STAKEHOLDERS, THOUGHT LEADERSHIP, AND CONNECTING OPPORTUNITIES FOR INDUSTRY PROFESSIONALS.
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IRS990EZ/TotalRevenueAmt062500
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IRS990EZ/WebsiteAddressTxt0WWW.WYOMINGTRUSTASSOCIATION.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MARKETING EXPENSES. AMOUNT: 16,171. DESCRIPTION: TECHNICAL EXPENSES. AMOUNT: 3,649. DESCRIPTION: BANK FEES. AMOUNT: 2. DESCRIPTION: STATE ANNUAL FEES. AMOUNT: 27. TOTAL TO FORM 990-EZ, LINE 16: 19,849.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-04
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ReturnHeader/ReturnTs02025-09-04T09:34:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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