Independent Trustee Alliance
Nonprofit profile at a glance
- EIN
- 813589976
- IRS 990-EZ coverage
- 2024–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2023
- Location
- Sachse, TX, USA
- Phone
- 2145782662
- Rating
- 45
- Verdict
- MIXED
- Rating confidence
- Limited
- Sector
- Professional Societies, Associations
Reported finances
- Revenue
- $60,366
- Expenses
- $66,039
- Assets
- $17,302
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
People named in this filing
- KEVIN QUINN (BOARD CHAIR)
- MARGUERITE LORENZ (VICE CHAIR)
- M ANTHONY VAIDA (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To promote recoginition of the role of indepenent trustee through activities such as marketing, education, workshops, and conferences.
What it reported doing in 2024
Provide a platform to raise awareness of independent trustees by marketing the profession and members through their website.
Operating model
- Revenue model
- Earned-program. 66% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 22
- Transparency & Controls: 82
- Sustainability: 27
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 35.3%; rating input score 35
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -9.4%; rating input score 31; 31st percentile among comparable filings
- Total-asset coverage ratio: 0.26; rating input score 19; 19th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 35.3% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 1 filed schedules
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 35/100.
- Moderate — Sustainability: Operating margin scored 31/100.
- High — Sustainability: Total-asset coverage ratio scored 19/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.