Civic Intelligence

United Trustees Association

990 • Fiscal year 2015 • EIN 95-3953008

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 18, 2016

Organization Profilewww.unitedtrustees.com
2030 Main StreetIrvine, CA 92614

(619) 440-7003

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

31st percentile

-3.9%

Higher net margin than 31% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

30th percentile

-6.6%

Faster asset growth than 30% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-17%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$168,577

Down $11,952 (-6.6%) from 2014

Net Assets

Down

$168,577

Down $11,952 (-6.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin31st percentile

Revenue

Down

$303,949

Down $62,005 (-17%) from 2014

Expenses

Down

$315,901

Down $137,845 (-30%) from 2014

Net Income

Up

-$11,952

Up $75,840 (+86%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$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

2015

Assets$168,577
Liabilities$0
Net Assets$168,577
Open 2015 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$303,949
Expenses$315,901
Net Income-$11,952
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 18, 2016
Return Version
2015v2.0
Gross Receipts
$303,949
Mission and Program Overview

Mission

Education in Trust Deed Industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$20,189$88,042▲ $67,853
Savings and Temporary Cash Investments$151,498$71,547▼ $79,951
Accounts Receivable$164$2,415▲ $2,251
Prepaid Expenses and Deferred Charges$4,250$2,145▼ $2,105
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-
Total Assets$180,529$168,577▼ $11,952
Other Assets Total$4,428$4,428→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$180,529$168,577▼ $11,952
Total Net Assets Fund Balance$180,529$168,577▼ $11,952
Total Liabilities and Net Assets / Fund Balance$180,529$168,577▼ $11,952
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Joyce Copeland ClarkPast President
Randy NewmanPresident
Cathi Cole-SherburnVice President
Ben LevinsonDirector
Chris PummillDirector
Colleen IrbyDirector
Elizabeth KnightDirector
Gary WishamDirector
Holly ChisaDirector
J Albert GarciaDirector
Mark S BlackmanDirector
Martin McGuinnDirector
Michael BeloteDirector
Phillip Adleson EsqDirector
Susan PettemDirector
Tai AlailimaDirector
Michelle MierzwaCFO
Richard MeyersExecutive Direc
Chet SconyersSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$303,895
Investment Income
$54
Other Revenue
$0
Change in Net Assets
$-11,952
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$315,901
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$100,383--$100,383
Fees for Services Management$99,996--$99,996
Fees for Services Legal$19,786--$19,786
Travel-$9,198-$9,198
Office Expenses-$7,948-$7,948
Fees for Services Accounting-$2,670-$2,670
Insurance-$1,638-$1,638
Other Expenses$199$3,148-$199
Advertising-$40-$40
All Other Expenses$-180--$-180
Total Functional Expenses$290,136$25,765$0$315,901
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
Lobbying 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
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 3: Description of Delegated Duties to Management Company

“Run annual conference and accounting services.”

Form 990, Part VI, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Made available upon request.”

Filing and Contact Details

Filer

Filer Name
United Trustees Association
EIN
95-3953008
Phone
6194407003
Address
2030 MAIN STREET, IRVINE, CA 92614

Signing Officer

Name
Michelle Mierzwa Esq
Title
CFO
Signed
2016-04-18
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
0

Preparer

Firm
Accounting Solutions Inc
Address
7840 El Cajon Blvd Suite 500, La Mesa, CA 91942
Preparer
Rick Whitaker CPA
Phone
6194407003
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IRS990/Form990PartVIISectionAGrp/PersonNm0Cathi Cole-Sherburn
IRS990/Form990PartVIISectionAGrp/PersonNm1Phillip Adleson Esq
IRS990/Form990PartVIISectionAGrp/PersonNm2Randy Newman
IRS990/Form990PartVIISectionAGrp/PersonNm3Michelle Mierzwa
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IRS990/Form990PartVIISectionAGrp/PersonNm5Elizabeth Knight
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IRS990/Form990PartVIISectionAGrp/PersonNm15Richard Meyers
IRS990/Form990PartVIISectionAGrp/PersonNm16Michael Belote
IRS990/Form990PartVIISectionAGrp/PersonNm17Holly Chisa
IRS990/Form990PartVIISectionAGrp/PersonNm18Ben Levinson
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Direc
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
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IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0303949
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01638
IRS990/InsuranceGrp/TotalAmt01638
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt054
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt054
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0Education in Trust Deed Industry
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0180529
IRS990/NetAssetsOrFundBalancesEOYAmt0168577
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0766
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07948
IRS990/OfficeExpensesGrp/TotalAmt07948
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt04428
IRS990/OtherAssetsTotalGrp/EOYAmt04428
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Legislative Advocate
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3Certification
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01123
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13148
IRS990/OtherExpensesGrp/ProgramServicesAmt061717
IRS990/OtherExpensesGrp/ProgramServicesAmt18235
IRS990/OtherExpensesGrp/ProgramServicesAmt2199
IRS990/OtherExpensesGrp/TotalAmt061717
IRS990/OtherExpensesGrp/TotalAmt19358
IRS990/OtherExpensesGrp/TotalAmt23148
IRS990/OtherExpensesGrp/TotalAmt3199
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/BOYAmt04250
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02145
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Member Only Activities
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc2Newsletter
IRS990/ProgramServiceRevenueGrp/Desc3Seminars
IRS990/ProgramServiceRevenueGrp/Desc4Website
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011995
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1100750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2149735
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011995
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1100750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3171504
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt44990
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt010070
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt121769
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt24990
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt089
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0453746
IRS990/PYProgramServiceRevenueAmt0365865
IRS990/PYRevenuesLessExpensesAmt0-87792
IRS990/PYTotalExpensesAmt0453746
IRS990/PYTotalRevenueAmt0365954
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-11952
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0151498
IRS990/SavingsAndTempCashInvstGrp/EOYAmt071547
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, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0180529
IRS990/TotalAssetsEOYAmt0168577

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,577
Liabilities
$0
Net assets
$168,577
Revenue
$303,949
Expenses
$315,901
Net income
-$11,952
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