Civic Intelligence

United Trustees Association

990 • Fiscal year 2019 • EIN 95-3953008

Jan 01, 2019 to Dec 31, 2019 • Filed on May 19, 2020

Organization Profilewww.unitedtrustees.com
1405 Warner Ave Ste BTustin, CA 92780

(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.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

31st percentile

-4.8%

Higher net margin than 31% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

27th percentile

-9.3%

Faster asset growth than 27% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

1.3%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$119,784

Down $12,264 (-9.3%) from 2018

Net Assets

Down

$119,784

Down $12,264 (-9.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin31st percentile

Revenue

Up

$253,875

Up $3,192 (+1.3%) from 2018

Expenses

Down

$266,139

Down $5,977 (-2.2%) from 2018

Net Income

Up

-$12,264

Up $9,169 (+43%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2019

Assets$119,784
Liabilities$0
Net Assets$119,784
Open 2019 Filing

Operations Trend

Revenue Growth51st 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

2019

Revenue$253,875
Expenses$266,139
Net Income-$12,264
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 19, 2020
Return Version
2019v5.0
Gross Receipts
$253,875
Mission and Program Overview

Mission

Education in Trust Deed Industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$75,032$75,046▲ $14
Savings and Temporary Cash Investments$57,016$43,501▼ $13,515
Accounts Receivable-$1,237-
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$132,048$119,784▼ $12,264
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$132,048$119,784▼ $12,264
Total Net Assets Fund Balance$132,048$119,784▼ $12,264
Total Liabilities and Net Assets / Fund Balance$132,048$119,784▼ $12,264
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Cathi Cole-SherburnPast President
David DutcherPresident
Ben LevinsonVice President
Andrew BoylanDirector
Elizabeth KnightDirector
Jennifer KennickDirector
Joyce Copeland ClarkDirector
Phillip Adleson EsqDirector
Rande JohnsenDirector
Randy NewmanDirector
Robert CullenDirector
Robert FinlayDirector
Michelle MierzwaCFO
Martin McGuinnCorp Counsel
Richard MeyersExecutive Direc
Tai AlailimaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$253,861
Investment Income
$14
Other Revenue
$0
Change in Net Assets
$-12,264
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$266,139
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$90,033--$90,033
Fees for Services Management$79,980--$79,980
Fees for Services Lobbying$60,044--$60,044
Fees for Services Legal$15,504--$15,504
Office Expenses-$7,388-$7,388
Travel-$4,521-$4,521
Fees for Services Accounting-$2,865-$2,865
Insurance-$1,569-$1,569
Advertising-$940-$940
Other Expenses-$90-$90
All Other Expenses-$10-$10
Total Functional Expenses$245,561$20,578$0$266,139
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
Yes
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, 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
1405 WARNER AVE STE B, TUSTIN, CA 92780

Signing Officer

Name
Richard Meyers
Title
Executive Director
Signed
2020-05-19
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
CA
Voting Board Members
16
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/TitleTxt13Secretary
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt01175
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0132048
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0119784
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07388
IRS990/OfficeExpensesGrp/TotalAmt07388
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/Desc2OTHER MISC
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01902
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1707
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2586
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt390
IRS990/OtherExpensesGrp/TotalAmt01902
IRS990/OtherExpensesGrp/TotalAmt1707
IRS990/OtherExpensesGrp/TotalAmt2586
IRS990/OtherExpensesGrp/TotalAmt390
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
IRS990/ProgramServiceRevenueGrp/Desc0Member Only Activities
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc2Newsletter
IRS990/ProgramServiceRevenueGrp/Desc3Seminars
IRS990/ProgramServiceRevenueGrp/Desc4Website
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08775
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt187927
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2101615
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08775
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt187927
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29680
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3137490
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt45611
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt09680
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt135875
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt25611
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt016
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0272116
IRS990/PYProgramServiceRevenueAmt0250667
IRS990/PYRevenuesLessExpensesAmt0-21433
IRS990/PYTotalExpensesAmt0272116
IRS990/PYTotalRevenueAmt0250683
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-12264
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt057016
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043501
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0132048
IRS990/TotalAssetsEOYAmt0119784
IRS990/TotalAssetsGrp/BOYAmt0132048
IRS990/TotalAssetsGrp/EOYAmt0119784
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020578
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0245561
IRS990/TotalFunctionalExpensesGrp/TotalAmt0266139
IRS990/TotalGrossUBIAmt054144
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0132048
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0119784
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt01400
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt04378
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt02978
IRS990/TotalProgramServiceRevenueAmt0253861
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0199731
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0253875
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt054144
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0132048
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0119784
IRS990/TravelGrp/ManagementAndGeneralAmt04521
IRS990/TravelGrp/TotalAmt04521
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01405 WARNER AVE STE B
IRS990/USAddress/CityNm0TUSTIN
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092780
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt019
IRS990/WebsiteAddressTxt0www.unitedtrustees.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Meyers

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$119,784
Liabilities
$0
Net assets
$119,784
Revenue
$253,875
Expenses
$266,139
Net income
-$12,264
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)6 • <$500k nonprofits