Nonprofit · EIN 95-3953008
UNITED TRUSTEES ASSOCIATION
Tax-exempt · IRVINE, CA 92612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $258,029 | $266,645 | -$8,616 | $93,296 | $0 | $93,296 |
| December 31, 2024 | 990 | $257,046 | $251,292 | $5,754 | $101,912 | $0 | $101,912 |
| December 31, 2023 | 990 | $211,199 | $200,870 | $10,329 | $96,158 | $0 | $96,158 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $258,023
- Investment income
- $6
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $9,750
- Accounting fees
- $3,155
- Travel
- $2,768
- Program services (functional)
- $238,381
- Management and general (functional)
- $26,053
- Fundraising (functional)
- $2,211
Balance sheet and other
- Total assets, start of year
- $101,912
- Total assets, end of year
- $93,296
- Total liabilities, end of year
- $0
- Net assets, end of year
- $93,296
- Net assets without donor restrictions
- $93,296
- Gross unrelated business income
- $58,035
- Gross receipts
- $258,029
- Employees
- 0
- Year formed
- 1983
- State of legal domicile
- CA
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tai Alailima | Secretary Trustee or director | 0 | $0 |
| Cathe Cole-Sherburn | Officer Trustee or director | 0 | $0 |
| Edward Treder Esq | President Trustee or director | 0 | $0 |
| Steve Scott | Officer Trustee or director | 0 | $0 |
| Kate Eshenko | Treasurer Trustee or director | 0 | $0 |
| Andrew Boylan Esq | Officer Trustee or director | 0 | $0 |
| David Dutcher | Officer Trustee or director | 0 | $0 |
| Elizabeth Knight | Vice President Trustee or director | 0 | $0 |
| Kayo Manson-Tompkins | Officer Trustee or director | 0 | $0 |
| Susan Pettem | Officer Trustee or director | 0 | $0 |
| Katie TerBush | Officer Trustee or director | 0 | $0 |
| Glenn Wechsler Esq | Officer Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Randy Newman Esq | Director Trustee or director | 0 | $0 |
| Cathe Cole-Sherburn | President Trustee or director | 0 | $0 |
| Edward Treder Esq | Director Trustee or director | 0 | $0 |
| Stephen Hicklin Esq | Vice President Trustee or director | 0 | $0 |
| Kate Eshenko | Director Trustee or director | 0 | $0 |
| Andrew Boylan Esq | Director Trustee or director | 0 | $0 |
| David Dutcher | Director Trustee or director | 0 | $0 |
| Elizabeth Knight | Director Trustee or director | 0 | $0 |
| Kayo Manson-Tompkins | Secretary Trustee or director | 0 | $0 |
| Michelle Mierzwa Esq | Director Trustee or director | 0 | $0 |
| Susan Pettem | Director Trustee or director | 0 | $0 |
| Katie TerBush | Director Trustee or director | 0 | $0 |
| Glenn Wechsler Esq | CFO Trustee or director | 0 | $0 |
| Gary Wisham | Director Trustee or director | 0 | $0 |
| Richard Meyers | Executive Dir. Trustee or director | 0 | $0 |
| Martin T McGuinn Esq | CORP. COUNSEL Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Randy Newman Esq | Director Trustee or director | 0 | $0 |
| Cathe Cole-Sherburn | President Trustee or director | 0 | $0 |
| Edward Treder Esq | Director Trustee or director | 0 | $0 |
| Stephen Hicklin Esq | Vice President Trustee or director | 0 | $0 |
| Kate Eshenko | Director Trustee or director | 0 | $0 |
| Andrew Boylan Esq | Director Trustee or director | 0 | $0 |
| David Dutcher | Director Trustee or director | 0 | $0 |
| Elizabeth Knight | Director Trustee or director | 0 | $0 |
| Kayo Manson-Tompkins | Secretary Trustee or director | 0 | $0 |
| Michelle Mierzwa Esq | Director Trustee or director | 0 | $0 |
| Susan Pettem | Director Trustee or director | 0 | $0 |
| Katie TerBush | Director Trustee or director | 0 | $0 |
| Glenn Wechsler Esq | CFO Trustee or director | 0 | $0 |
| Gary Wisham | Director Trustee or director | 0 | $0 |
| Richard Meyers | Executive Dir. Trustee or director | 0 | $0 |
| Martin T McGuinn Esq | CORP. COUNSEL Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3333 MICHELSON DR STE 300, IRVINE, CA 92612-1683
- In care of
- % ACCTG SOLUTIONS INC
- Signed the 990
- Richard Meyers, Executive Director
- Phone
- (619) 440-7003
- Website
- www.unitedtrustees.com
- Return prepared by
- Accounting Solutions as Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3953008 or by the name UNITED TRUSTEES ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Education in Trust Deed Industry
Program accomplishments
- The organization keeps its members and other interested parties informed of changes in the trust deed industry via newsletters and seminars.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3953008
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $93,296
- Income (IRS master file)
- $258,029
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $258,029 | $266,645 | $93,296 | XML |
| 990 | December 2024 | $257,046 | $251,292 | $101,912 | XML |
| 990 | December 2023 | $211,199 | $200,870 | $96,158 | XML |
| 990 | December 2022 | $234,678 | $208,797 | $85,829 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 95-3953008).
Questions about UNITED TRUSTEES ASSOCIATION
- What is the EIN of UNITED TRUSTEES ASSOCIATION?
- The employer identification number (EIN) of UNITED TRUSTEES ASSOCIATION is 95-3953008.
- Is UNITED TRUSTEES ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1988.
- Are donations to UNITED TRUSTEES ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED TRUSTEES ASSOCIATION 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 UNITED TRUSTEES ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED TRUSTEES ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of UNITED TRUSTEES ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does UNITED TRUSTEES ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $258,029, expenses of $266,645 and total assets of $93,296 at year end.
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