TRUST USERS GROUP INC (EIN 364947892) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

JEFF EUBANKS

Phone

6144964716

Tax Period

2024-01-01 to 2024-12-31

TRUST USERS GROUP INC, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $444K in total revenue in fiscal year 2024. Expenses of $398K left a modest 10% surplus.

Mission

PROMOTE EDUCATION, NETWORKING, VENDOR REFERRALS, AND CONTINUING EDUCATION FOR MEMBERS OF THE FIDUCIARY WEALTH MANAGEMENT INDUSTRY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $416,953

Investment Income $26,918

Other Revenue $0

TOTAL REVENUE $443,871

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $397,802

TOTAL EXPENSES $397,802

Year-over-Year Comparison

	2024	2023	Change
Revenue	$443,871	$441,620	+0.0%
Expenses	$397,802	$295,212	+0.3%
Net Income	$46,069	$146,408	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF EUBANKS	PRESIDENT	2.00	Officer Director	$0	$0	$0
KYLE SEARCH	VICE PRESIDENT(THRU 11/24)	2.00	Officer Director	$0	$0	$0
LYN SAKAMOTO	SECRETARY	2.00	Officer Director	$0	$0	$0
JEFF BECK	TREASURER	2.00	Officer Director	$0	$0	$0
LISA PERSOHN	VICE PRESIDENT(FROM 10/24)	2.00	Officer Director	$0	$0	$0
KELLINA WEST	VENDOR DIRECTOR(THRU 10/24)	2.00	Director	$0	$0	$0
CHRIS HOLDER	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
TINA WECKBACHER	CONFERENCE DIRECTOR	22.00	Director	$0	$0	$0
JESSIE SPIRES	VENDOR DIRECTOR(FROM 12/24)	2.00	Director	$0	$0	$0
KYLE SEARCH-DEPUTY	CONFERENCE DIRECTOR(FROM 11/24)	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$443,871	$397,802	$498,732	$46,069
2023	$441,620	$295,212	$452,663	$146,408
2022	$412,747	$404,578	$306,255	$8,169
2021	$221,950	$131,895	$298,086	$90,055
2020	$59,637	$58,542	$208,031	$1,095
2019	$601,864	$394,928	$206,936	$206,936

TRUST USERS GROUP INC