Form 990 for the fiscal year ending December 2023 (IRS tax year 2023).
Status and standing
Financial health
Summary of the Filing
| FY2020 | $208K |
|---|---|
| FY2021 | $298K |
| FY2022 | $306K |
| FY2023 | $453K |
| FY2024 | $499K |
| FY2020 | $0 |
|---|---|
| FY2021 | $0 |
| FY2022 | $0 |
| FY2023 | $0 |
| FY2024 | $0 |
Balance Sheet
Statement of Revenue
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Revenue growth | 7% | — | — |
| Accounting fee ratio | 3% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Leadership and pay
Officers, Directors & Key Employees
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Governance & Policies
Mission and programs
Supports fiduciary wealth managers through education, networking, and vendor referrals.
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Where the work happens
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.
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Filing history
| Year | Revenue | Expenses | Change | Filing |
|---|---|---|---|---|
| FY2024 Latest | $444K | $398K | +0.5% | 990 PDF |
| FY2023 Viewing | $442K | $295K | +7% | 990 PDF |
| FY2022 | $413K | $405K | +86% | 990 PDF |
| FY2021 | $222K | $132K | +272% | 990 PDF |
| FY2020 | $60K | $59K | 990 PDF |
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Schedules filed Part IV
Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.
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