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Nonprofit · EIN 36-4947892

TRUST USERS GROUP INC

Tax-exempt · BOULDER, CO 80302

Financials

$442K$295K2023$444K$398K2024
Revenue Expenses · by fiscal year end
Financials of TRUST USERS GROUP INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$443,871$397,802$46,069$498,732$0$498,732
December 31, 2023990$441,620$295,212$146,408$452,663$0$452,663
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$416,953
Investment income
$26,918
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$675
Accounting fees
$3,730
Travel
$42,136

Balance sheet and other

Total assets, start of year
$452,663
Total assets, end of year
$498,732
Total liabilities, end of year
$0
Net assets, end of year
$498,732
Gross receipts
$443,871
Employees
0
Volunteers
10
Year formed
2019
State of legal domicile
CO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JEFF EUBANKSPRESIDENT
Trustee or director, Officer
2$0
KYLE SEARCHVICE PRESIDENT(THRU 11/24)
Trustee or director, Officer
2$0
LYN SAKAMOTOSECRETARY
Trustee or director, Officer
2$0
JEFF BECKTREASURER
Trustee or director, Officer
2$0
LISA PERSOHNVICE PRESIDENT(FROM 10/24)
Trustee or director, Officer
2$0
KELLINA WESTVENDOR DIRECTOR(THRU 10/24)
Trustee or director
2$0
CHRIS HOLDERDIRECTOR AT LARGE
Trustee or director
2$0
TINA WECKBACHERCONFERENCE DIRECTOR
Trustee or director
22$0
JESSIE SPIRESVENDOR DIRECTOR(FROM 12/24)
Trustee or director
2$0
KYLE SEARCH-DEPUTYCONFERENCE DIRECTOR(FROM 11/24)
Trustee or director
2$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
JEFF EUBANKSPRESIDENT
Trustee or director, Officer
2$0
KYLE SEARCHVICE PRESIDENT
Trustee or director, Officer
2$0
LYN SAKAMOTOSECRETARY
Trustee or director, Officer
2$0
JEFF BECKTREASURER
Trustee or director, Officer
2$0
TINA WECKBACHERCONFERENCE DIRECTOR
Trustee or director
22$0
KELLINA WESTVENDOR DIRECTOR
Trustee or director
2$0
CHRIS HOLDERDIRECTOR AT LARGE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
1942 BROADWAY STE 314C, BOULDER, CO 80302-5233
In care of
% NORTHWEST REGISTERED AGENT LLC
Principal officer (990 for 2024)
JEFF EUBANKS, 1942 BROADWAY ST 314C, BOULDER, CO 80302
Signed the 990
JEFF BECK, TREASURER
Phone
(614) 496-4716
Return prepared by
EIDE BAILLY LLP

Mission

TRUST USERS GROUP, INC. (TUG) IS ORGANIZED TO PROVIDE EDUCATION, NETWORK OPPORTUNTIES, VENDOR REFERRALS, AND CONTINUING EDUCATION CREDIT AS A FORUM FOR THE MEMBERS OF THE FIDUCIARY WEALTH MANAGEMENT INDUSTRY.

990 for the year ended December 31, 2024

Program accomplishments

  • THE TRUST USERS GROUP, INC. (TUG) PROVIDES EDUCATION, NETWORKING OPPORTUNITIES, VENDOR REFERRALS, AND CONTINUING EDUCATION CREDITS FOR THE MEMBERS OF THE FIDUCIARY WEALTH MANAGEMENT INDUSTRY. TUG PROVIDES A FORUM TO SHARE BEST PRACTICES, EXPERIENCE NEW TECHNOLOGY, LEARN FROM USERS OF SUPPORTING SYSTEMS, AND STAY CURRENT ON REGULATORY AND COMPLIANCE CHANGES. THERE ARE A NUMBER OF VEHICLES THAT TUG PROVIDES THAT ADVANCE THESE PURPOSES WHICH INCLUDE:CONFERENCES THE PRIMARY VEHICLE TO ADVANCE THE EDUCATION OF INDIVIDUALS WITHIN THE FIDUCIARY WEALTH MANAGEMENT INDUSTRY IS THROUGH TUG CONFERENCES. THESE CONFERENCES ARE HELD IN THE SPRING AND FALL AND ARE AVAILABLE FOR BOTH MEMBERS AND NONMEMBERS OF TUG. THE CONFERENCES PROVIDE AN OPPORTUNITY TO SHARE KNOWLEDGE ABOUT TAX, LEGAL AND OTHER ISSUES THAT IMPACT THE INDUSTRY. IN ADDITION, THEY SERVE AS A MEANS FOR MEMBERS TO NETWORK, DEVELOP RELATIONSHIPS AND EXCHANGE IDEAS. DURING CALENDAR YEAR 2024, TUG HELD A SPRING AND FALL TRAINING CONFERENCE.NETWORKING OPPORTUNITIES THE NETWORK OPPORTUNITIES PROVIDED BY TUG ADVANCES EDUCATION, SKILLS, AND REGULATORY UNDERSTANDING IN THE INDUSTRY TO EFFECTIVELY CARRY OUT FIDUCIARY ACTIONS CONSISTENT WITH APPLICABLE LAW.MONTHLY MEMBER CALLS THE MONTHLY MEMBER CALLS ARE TOUCH POINTS THAT ALLOW MEMBERS TO DISCUSS BEST PRACTICES, EXCHANGE INFORMATION REGARDING NEW AND AMENDED REGULATIONS, PROVIDE REFERRALS, AND NETWORK WITH VENDORS (INCLUDING TAX, PRICING, PROXY, ETC.), AND CONTRIBUTES TO MORE EFFECTIVE MEMBER OPERATIONS WITHIN THE FIDUCIARY WEALTH MANAGEMENT INDUSTRY.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
36-4947892
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$498,732
Income (IRS master file)
$443,871

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$443,871$397,802$498,732XML
990December 2023$441,620$295,212$452,663XML
990December 2022$412,747$404,578$306,255IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-4947892).

Questions about TRUST USERS GROUP INC

What is the EIN of TRUST USERS GROUP INC?
The employer identification number (EIN) of TRUST USERS GROUP INC is 36-4947892.
Is TRUST USERS GROUP INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2020.
Are donations to TRUST USERS GROUP INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TRUST USERS GROUP INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of TRUST USERS GROUP INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TRUST USERS GROUP INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of TRUST USERS GROUP INC?
The 990 for the year ended December 31, 2024 names JEFF EUBANKS.
Who are the officers and directors of TRUST USERS GROUP INC?
The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does TRUST USERS GROUP INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $443,871, expenses of $397,802 and total assets of $498,732 at year end.

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