Civic Intelligence

United Trustees Association

EIN 95-3953008 • 501(c)6 • Irvine, CA

Profile

Education in Trust Deed Industry

3333 Michelson Dr Ste 300Irvine, CA 92612

www.unitedtrustees.com

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

53rd percentile

2.2%

Higher net margin than 53% 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

64th percentile

6.0%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

78th percentile

22%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$101,912

Up $5,754 (+6.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$101,912

Up $5,754 (+6.0%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin53rd percentile

Revenue

Up

$257,046

Up $45,847 (+22%) from 2023

Expenses

Up

$251,292

Up $50,422 (+25%) from 2023

Net Income

Down

$5,754

Down $4,575 (-44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$400K$300K$200K$100K$0-$100KAssets 2010: $281,328Liabilities 2010: -$12,073Net Assets 2010: $293,4012010Assets 2011: $305,034Liabilities 2011: $0Net Assets 2011: $305,0342011Assets 2012: $288,481Liabilities 2012: $0Net Assets 2012: $288,4812012Assets 2013: $268,321Liabilities 2013: $0Net Assets 2013: $268,3212013Assets 2014: $180,529Liabilities 2014: $0Net Assets 2014: $180,5292014Assets 2015: $168,577Liabilities 2015: $0Net Assets 2015: $168,5772015Assets 2016: $140,096Liabilities 2016: $2Net Assets 2016: $140,0942016Assets 2017: $153,481Liabilities 2017: $0Net Assets 2017: $153,4812017Assets 2018: $132,048Liabilities 2018: $0Net Assets 2018: $132,0482018Assets 2019: $119,784Liabilities 2019: $0Net Assets 2019: $119,7842019Assets 2020: $97,199Liabilities 2020: $0Net Assets 2020: $97,1992020Assets 2021: $59,948Liabilities 2021: $0Net Assets 2021: $59,9482021Assets 2022: $85,829Liabilities 2022: $0Net Assets 2022: $85,8292022Assets 2023: $96,158Liabilities 2023: $0Net Assets 2023: $96,1582023Assets 2024: $101,912Liabilities 2024: $0Net Assets 2024: $101,9122024

Highlighted filing

2024

Assets$101,912
Liabilities$0
Net Assets$101,912
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $489,8012010Expenses 2011: $451,7642011Expenses 2012: $476,7612012Revenue 2013: $426,456Expenses 2013: $446,616Net Income 2013: -$20,1602013Revenue 2014: $365,954Expenses 2014: $453,746Net Income 2014: -$87,7922014Revenue 2015: $303,949Expenses 2015: $315,901Net Income 2015: -$11,9522015Revenue 2016: $274,284Expenses 2016: $302,767Net Income 2016: -$28,4832016Revenue 2017: $260,151Expenses 2017: $246,764Net Income 2017: $13,3872017Revenue 2018: $250,683Expenses 2018: $272,116Net Income 2018: -$21,4332018Revenue 2019: $253,875Expenses 2019: $266,139Net Income 2019: -$12,2642019Revenue 2020: $147,287Expenses 2020: $169,872Net Income 2020: -$22,5852020Revenue 2021: $173,520Expenses 2021: $210,770Net Income 2021: -$37,2502021Revenue 2022: $234,678Expenses 2022: $208,797Net Income 2022: $25,8812022Revenue 2023: $211,199Expenses 2023: $200,870Net Income 2023: $10,3292023Revenue 2024: $257,046Expenses 2024: $251,292Net Income 2024: $5,7542024

Highlighted filing

2024

Revenue$257,046
Expenses$251,292
Net Income$5,754
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$101,912
Liabilities
$0
Net assets
$101,912
Revenue
$257,046
Expenses
$251,292
Net income
$5,754
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$2.57$2.51$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$2.11$2.01$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$2.35$2.09$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$1.74$2.11$0.37
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.47$1.70$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$2.54$2.66$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$2.51$2.72$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$2.60$2.47$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$2.74$3.03$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$3.04$3.16$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$3.66$4.54$0.88
2013Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$4.26$4.47$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.00$2.88$4.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$0.00$3.05$4.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.12$2.93$4.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 22, 2025
Return Version
2024v5.2
Gross Receipts
$257,046
Mission and Program Overview

Mission

Education in Trust Deed Industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$55,080-
Cash and Non-Interest-Bearing Accounts$96,158$46,832▼ $49,326
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$96,158$101,912▲ $5,754
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$96,158$101,912▲ $5,754
Total Net Assets Fund Balance$96,158$101,912▲ $5,754
Total Liabilities and Net Assets / Fund Balance$96,158$101,912▲ $5,754
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Cathe Cole-SherburnPresident
Stephen Hicklin EsqVice President
Andrew Boylan EsqDirector
David DutcherDirector
Edward Treder EsqDirector
Elizabeth KnightDirector
Gary WishamDirector
Kate EshenkoDirector
Katie TerBushDirector
Michelle Mierzwa EsqDirector
Randy Newman EsqDirector
Susan PettemDirector
Richard MeyersExecutive Director
Glenn Wechsler EsqCFO
Martin T McGuinn EsqCorp. Counsel
Kayo Manson-TompkinsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$257,040
Investment Income
$6
Other Revenue
$0
Change in Net Assets
$5,754
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$251,292
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$108,813--$108,813
Fees for Services Management$60,000--$60,000
Fees for Services Lobbying$57,086--$57,086
Fees for Services Legal-$10,700-$10,700
Fees for Services Accounting-$3,000-$3,000
Office Expenses-$2,027-$2,027
Insurance-$1,721-$1,721
Travel-$1,572-$1,572
All Other Expenses$19$1,122-$1,141
Other Expenses$828$1,064-$828
Advertising-$281-$281
Total Functional Expenses$226,746$24,546$0$251,292
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Run annual conference and accounting services.”

Form 990, Part VI, Section B, Line 11B

“Returns reviewed by Officers and Director prior to filing.”

Form 990, Part VI, Section C, Line 19

“Made available upon request.”

Filing and Contact Details

Filer

Filer Name
United Trustees Association
EIN
95-3953008
Phone
6194407003
Address
3333 MICHELSON DR STE 300, IRVINE, CA 92612

Signing Officer

Name
Richard Meyers
Title
Executive Director
Signed
2025-07-22
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
17
Employees
0

Preparer

Firm
Accounting Solutions as Inc
Address
2160 Fletcher Parkway Ste 200, El Cajon, CA 92020
Preparer
Rick Whitaker CPA
Phone
6194407003
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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/IndependentVotingMemberCnt017
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IRS990/IndoorTanningServicesInd0false
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IRS990/LegalDomicileStateCd0CA
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0Education in Trust Deed Industry
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0101912
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt096158
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0101912
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02027
IRS990/OfficeExpensesGrp/TotalAmt02027
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0TAXES & LICENSE
IRS990/OtherExpensesGrp/Desc1SUPPLIES/EQUIPMEN
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3QUARTERLY UPDATE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01875
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11184
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21064
IRS990/OtherExpensesGrp/ProgramServicesAmt0828
IRS990/OtherExpensesGrp/TotalAmt01875
IRS990/OtherExpensesGrp/TotalAmt11184
IRS990/OtherExpensesGrp/TotalAmt21064
IRS990/OtherExpensesGrp/TotalAmt3828
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc3Newsletter
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113893
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt299520
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3101067
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113893
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31104
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4141217
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt01104
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt140150
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt06
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IRS990/PYOtherExpensesAmt0200870
IRS990/PYProgramServiceRevenueAmt0211193
IRS990/PYRevenuesLessExpensesAmt010329
IRS990/PYTotalExpensesAmt0200870
IRS990/PYTotalRevenueAmt0211199
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05754
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt055080
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Run annual conference and accounting services.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Returns reviewed by Officers and Director prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt096158
IRS990/TotalAssetsEOYAmt0101912
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IRS990/TotalAssetsGrp/EOYAmt0101912
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024546
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0226746
IRS990/TotalFunctionalExpensesGrp/TotalAmt0251292
IRS990/TotalGrossUBIAmt041740
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IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0486
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt0486
IRS990/TotalProgramServiceRevenueAmt0257040
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0215306
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0257046
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt041740
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt096158
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0101912
IRS990/TravelGrp/ManagementAndGeneralAmt01572
IRS990/TravelGrp/TotalAmt01572
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03333 MICHELSON DR STE 300
IRS990/USAddress/CityNm0IRVINE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092612
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0www.unitedtrustees.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Meyers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0United Trustees Association
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0953953008
ReturnHeader/Filer/PhoneNum06194407003

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