{"success":true,"data":{"_id":364947892,"filings":[{"Organization":{"value":null,"Person":["JEFF EUBANKS","KYLE SEARCH","LYN SAKAMOTO","JEFF BECK","TINA WECKBACHER","KELLINA WEST","CHRIS HOLDER"],"Title":["PRESIDENT","VICE PRESIDENT","SECRETARY","TREASURER","CONFERENCE DIRECTOR","VENDOR DIRECTOR","DIRECTOR AT LARGE"],"Hours":[2.0,2.0,2.0,2.0,22.0,2.0,2.0],"Total Compensation":[0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Promote education, networking, vendor referrals, and continuing education for members of the fiduciary wealth management industry.","year":2023,"name":"TRUST USERS GROUP INC","phone":6144964716,"website":"WWW.TRUSTUSERSGROUP.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEFF EUBANKS","year_formation":2019,"state_legal_domicile":"CO","total_volunteers":7,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"1942 BROADWAY ST 314C, BOULDER, CO, 80302, USA","city":"BOULDER","state":"CO","country":"USA","zip_code":80302},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":441620,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":421449,"Total revenue":{"value":421449,"CONFERENCES":329300,"MEMBERSHIP DUES":49250,"GPUG CONFERENCE REGIST":42899},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":20171,"Investment income total":20171,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":295212,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":295212,"Management services":0,"Legal":0,"Accounting":7857,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":1289,"Information technology":2904,"Royalties":0,"Occupancy":0,"Travel":32032,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":251130,"CONFERENCE EXPENSES":220992,"USER TESTING EXPENSES":15812,"PLANNING MEETING":13941,"TAXES AND LICENSES":385},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":452663,"Non-interest bearing cash":0,"Savings and temp cash investments":452663,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":452663,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.3315248403604909,"percentile":0.8532818225932448},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":1.5333489153557442,"percentile":0.5444787752621679},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.008608137383993856,"percentile":0.40845964739290636},"Asset Growth":{"score":0.2009321185635731,"percentile":0.8477156307272542},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6803114021710819,"percentile":0.8117504199178343}},"source_xml":"202401949349300740_public.xml"},{"Organization":{"value":null,"Person":["JAMES GROVES","JEFF EUBANKS","LYN KAKAMOTO","DON PATTERSON","TINA WECKBACHER","RHONDA MALONE","CHRISTINE HOLDER"],"Title":["PRESIDENT","VICE PRESIDENT","SECRETARY","TREASURER","DIRECTOR AT LARGE","CONFERENCE DIRECTOR","VENDOR DIRECTOR"],"Hours":[2.0,2.0,2.0,2.0,2.0,2.0,2.0],"Total Compensation":[0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Promote education, networking, vendor referrals, and continuing education for members of the fiduciary wealth management industry.","year":2019,"name":"TRUST USERS GROUP INC","phone":7403746178,"website":"TRUSTUSERSGROUP.GROUPSITE.COM","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JAMES GROVES","year_formation":2019,"state_legal_domicile":"CO","total_volunteers":10,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"1942 BROADWAY STREET NO 314C, BOULDER, CO, 80302, USA","city":"BOULDER","state":"CO","country":"USA","zip_code":80302},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":601864,"Contributions":{"value":174168,"Other contributions":174168,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":422820,"Total revenue":{"value":422820,"CONFERENCES":368320,"MEMBERSHIP DUES":54500},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":4876,"Investment income total":4876,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":394928,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":394928,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":8688,"Advertising":0,"Office expenses":849,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":43208,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":342183,"CONFERENCE EXPENSES":334587,"USER TESTING EXPENSES":7596},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":206936,"Non-interest bearing cash":0,"Savings and temp cash investments":206936,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":206936,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.3438251830978427,"percentile":0.8596370375971202},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.5239841186241543,"percentile":0.2609620878777768},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6805620099707709,"percentile":0.8122841790318862}},"source_xml":"202042609349300509_public.xml"},{"Organization":{"value":null,"Person":["JEFF EUBANKS","KYLE SEARCH","LYN SAKAMOTO","JEFF BECK","LISA PERSOHN","KELLINA WEST","CHRIS HOLDER","TINA WECKBACHER","JESSIE SPIRES","KYLE SEARCH-DEPUTY"],"Title":["PRESIDENT","VICE PRESIDENT(THRU 11/24)","SECRETARY","TREASURER","VICE PRESIDENT(FROM 10/24)","VENDOR DIRECTOR(THRU 10/24)","DIRECTOR AT LARGE","CONFERENCE DIRECTOR","VENDOR DIRECTOR(FROM 12/24)","CONFERENCE DIRECTOR(FROM 11/24)"],"Hours":[2.0,2.0,2.0,2.0,2.0,2.0,2.0,22.0,2.0,2.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Promote education, networking, vendor referrals, and continuing education for members of the fiduciary wealth management industry.","year":2024,"name":"TRUST USERS GROUP INC","phone":6144964716,"website":"WWW.TRUSTUSERSGROUP.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEFF EUBANKS","year_formation":2019,"state_legal_domicile":"CO","total_volunteers":10,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"1942 BROADWAY ST 314C, BOULDER, CO, 80302, USA","city":"BOULDER","state":"CO","country":"USA","zip_code":80302},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":443871,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":416953,"Total revenue":{"value":416953,"CONFERENCES":324800,"MEMBERSHIP DUES":50977,"GPUG CONFERENCE REGIST":41176},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":26918,"Investment income total":26918,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":397802,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":397802,"Management services":0,"Legal":675,"Accounting":3730,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":1830,"Information technology":2627,"Royalties":0,"Occupancy":0,"Travel":42136,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":346804,"CONFERENCE EXPENSES":323581,"PLANNING MEETING":19501,"USER TESTING EXPENSES":3187,"TAXES AND LICENSES":535},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":498732,"Non-interest bearing cash":0,"Savings and temp cash investments":498732,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":498732,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.10378916396881076,"percentile":0.6296925068870411},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":1.2537191869321924,"percentile":0.4878770492813735},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.02794504778442436,"percentile":0.5045882373032917},"Asset Growth":{"score":0.18810235557477809,"percentile":0.8336818690673812},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6411382227775712,"percentile":0.7193232998352326}},"source_xml":"202542459349301489_public.xml"},{"Organization":{"value":null,"Person":["JEFF EUBANKS","KYLE SEARCH","LYN SAKAMOTO","JEFF BECK","TINA WECKBACHER","KELLINA WEST","CHRIS HOLDER"],"Title":["PRESIDENT","VICE PRESIDENT","SECRETARY","TREASURER","CONFERENCE DIRECTOR","VENDOR DIRECTOR","DIRECTOR AT LARGE"],"Hours":[2.0,2.0,2.0,2.0,22.0,2.0,2.0],"Total Compensation":[0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Promote education, networking, vendor referrals, and continuing education for members of the fiduciary wealth management industry.","year":2022,"name":"TRUST USERS GROUP INC","phone":7403746178,"website":"TRUSTUSERSGROUP.GROUPSITE.COM","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEFF EUBANKS","year_formation":2019,"state_legal_domicile":"CO","total_volunteers":7,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"1942 BROADWAY STREET 314C, BOULDER, CO, 80302, USA","city":"BOULDER","state":"CO","country":"USA","zip_code":80302},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":412747,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":408987,"Total revenue":{"value":408987,"CONFERENCES":303501,"GPUG CONFERENCE REGIST":55486,"MEMBERSHIP DUES":50000},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":3760,"Investment income total":3760,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":404578,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":404578,"Management services":0,"Legal":0,"Accounting":110,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":3620,"Information technology":1255,"Royalties":0,"Occupancy":0,"Travel":38506,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":361087,"CONFERENCE EXPENSES":336823,"PLANNING MEETING":15658,"USER TESTING EXPENSES":8606},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":306255,"Non-interest bearing cash":0,"Savings and temp cash investments":306255,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":306255,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.019791785282509626,"percentile":0.45174281830949203},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.7569739333330038,"percentile":0.34841931273201343},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.0804598725274398,"percentile":0.16809855730264225},"Asset Growth":{"score":0.147220372407624,"percentile":0.7776979371301159},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5566266079628835,"percentile":0.4769042691329844}},"source_xml":"202331659349301963_public.xml"},{"Organization":{"value":null,"Person":["JEFF EUBANKS","KYLE SEARCH","LYN SAKAMOTO","JOSHUA CARTER","TINA WECKBACHER","KELLINA WEST","CHRIS HOLDER"],"Title":["PRESIDENT","VICE PRESIDENT","SECRETARY","TREASURER","CONFERENCE DIRECTOR","VENDOR DIRECTOR","DIRECTOR AT LARGE"],"Hours":[2.0,2.0,2.0,2.0,22.0,2.0,2.0],"Total Compensation":[0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Promote education, networking, vendor referrals, and continuing education for members of the fiduciary wealth management industry.","year":2020,"name":"TRUST USERS GROUP INC","phone":7403746178,"website":"TRUSTUSERSGROUP.GROUPSITE.COM","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEFF EUBANKS","year_formation":2019,"state_legal_domicile":"CO","total_volunteers":7,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"1942 BROADWAY STREET NO 314C, BOULDER, CO, 80302, USA","city":"BOULDER","state":"CO","country":"USA","zip_code":80302},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":59637,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":58500,"Total revenue":{"value":58500,"MEMBERSHIP DUES":55000,"CONFERENCES":3500},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1137,"Investment income total":1137,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":58542,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":58542,"Management services":9670,"Legal":1035,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":3850,"Advertising":0,"Office expenses":651,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":43336,"CONFERENCE EXPENSES":31927,"PLANNING MEETING":11409},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":208031,"Non-interest bearing cash":0,"Savings and temp cash investments":208031,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":208031,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.018361084561597667,"percentile":0.4479822299359709},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":3.553534214751802,"percentile":0.7467444610316477},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6201441027264502,"percentile":0.6630992066007744}},"source_xml":"202131059349301503_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["JEFF EUBANKS","KYLE SEARCH","LYN SAKAMOTO","JEFF BECK","LISA PERSOHN","KELLINA WEST","CHRIS HOLDER","TINA WECKBACHER","JESSIE SPIRES","KYLE SEARCH-DEPUTY"],"Title":["PRESIDENT","VICE PRESIDENT(THRU 11/24)","SECRETARY","TREASURER","VICE PRESIDENT(FROM 10/24)","VENDOR DIRECTOR(THRU 10/24)","DIRECTOR AT LARGE","CONFERENCE DIRECTOR","VENDOR DIRECTOR(FROM 12/24)","CONFERENCE DIRECTOR(FROM 11/24)"],"Hours":[2.0,2.0,2.0,2.0,2.0,2.0,2.0,22.0,2.0,2.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Promote education, networking, vendor referrals, and continuing education for members of the fiduciary wealth management industry.","year":2024,"name":"TRUST USERS GROUP INC","phone":6144964716,"website":"WWW.TRUSTUSERSGROUP.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEFF EUBANKS","year_formation":2019,"state_legal_domicile":"CO","total_volunteers":10,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"1942 BROADWAY ST 314C, BOULDER, CO, 80302, USA","city":"BOULDER","state":"CO","country":"USA","zip_code":80302},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":443871,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":416953,"Total revenue":{"value":416953,"CONFERENCES":324800,"MEMBERSHIP DUES":50977,"GPUG CONFERENCE REGIST":41176},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":26918,"Investment income total":26918,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":397802,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":397802,"Management services":0,"Legal":675,"Accounting":3730,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":1830,"Information technology":2627,"Royalties":0,"Occupancy":0,"Travel":42136,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":346804,"CONFERENCE EXPENSES":323581,"PLANNING MEETING":19501,"USER TESTING EXPENSES":3187,"TAXES AND LICENSES":535},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":498732,"Non-interest bearing cash":0,"Savings and temp cash investments":498732,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":498732,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.10378916396881076,"percentile":0.6296925068870411},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":1.2537191869321924,"percentile":0.4878770492813735},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.02794504778442436,"percentile":0.5045882373032917},"Asset Growth":{"score":0.18810235557477809,"percentile":0.8336818690673812},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6411382227775712,"percentile":0.7193232998352326}},"source_xml":"202542459349301489_public.xml"},"sector":"Public, Societal Benefit","donation_categories":[],"zakat_policy":null},"error":null}