United Trustees Association

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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

1983

Legal Domicile

Phone

6194407003

Tax Period

2024-01-01 to 2024-12-31

United Trustees Association, founded in 1983, is a small nonprofit that reported $257K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

Education in Trust Deed Industry

Program Service Accomplishments

Program 1

The organization keeps its members and other interested parties informed of changes in the trust deed industry via newsletters and seminars.

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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 $257,040

Investment Income $6

Other Revenue $0

TOTAL REVENUE $257,046

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $251,292

TOTAL EXPENSES $251,292

Year-over-Year Comparison

	2024	2023	Change
Revenue	$257,046	$211,199	+0.2%
Expenses	$251,292	$200,870	+0.3%
Net Income	$5,754	$10,329	-0.4%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Randy Newman Esq	Director	Director	$0	$0	$0
Cathe Cole-Sherburn	President	Director	$0	$0	$0
Edward Treder Esq	Director	Director	$0	$0	$0
Stephen Hicklin Esq	Vice President	Director	$0	$0	$0
Kate Eshenko	Director	Director	$0	$0	$0
Andrew Boylan Esq	Director	Director	$0	$0	$0
David Dutcher	Director	Director	$0	$0	$0
Elizabeth Knight	Director	Director	$0	$0	$0
Kayo Manson-Tompkins	Secretary	Director	$0	$0	$0
Michelle Mierzwa Esq	Director	Director	$0	$0	$0
Susan Pettem	Director	Director	$0	$0	$0
Katie TerBush	Director	Director	$0	$0	$0
Glenn Wechsler Esq	CFO	Director	$0	$0	$0
Gary Wisham	Director	Director	$0	$0	$0
Richard Meyers	Executive Dir.	Director	$0	$0	$0
Martin T McGuinn Esq	CORP. COUNSEL	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
2025	No data	No data	No data	No data
2024	$257,046	$251,292	$101,912	$5,754
2023	$211,199	$200,870	$96,158	$10,329
2022	$234,678	$208,797	$85,829	$25,881
2021	$173,520	$210,770	$59,948	$-37,250
2020	$147,287	$169,872	$97,199	$-22,585
2019	$253,875	$266,139	$119,784	$-12,264
2018	$250,683	$272,116	$132,048	$-21,433