United Trustees Association


United Trustees Association

United Trustees Association has been the source for information, expertise, continuing education and opinion on trustee issues and practices. Membership: $695 (Regular); $250 (Educational); $50 (Legal-Amicus).

Organization Type:
State or Regional Association
Acronym:
UTA
Tax Exempt Status:
501(c)(6)
Industry:
Banking/Finance/Investments, Banking/Credit & Finance/Savings & Loan
Year Founded:
1968
Address:
2030 Main St.
Suite 1300 Irvine, CA 92614
Telephone:
Fax:
Staff:
9
Members:
354 individuals


Financial Snapshot

 

Total revenues: $260,151


Year - 2017
1st-yr growth
-5.43%
 
 
 
 
 
Year by Year
Revenue
 
Program service revenue
 
Investment income

Total expenses: $246,764


Year - 2017
1st-yr growth
-22.69%
 
 
 
 
 
Year by Year
Expenses
 
Management fees
 
Lobbying fees
 
Conferences, conventions, meetings
 
Other

Total assets: $153,481


Year - 2017
1st-yr growth
9.55%
 
 
 
 
 
Year by Year
Assets
 
Cash -- non-interest bearing
 
Savings and temporary cash investments
 
Accounts receivable

Total Liabilities: $0


Year - 2017
1st-yr growth
0%
 
 
 
 
 
Year by Year
Liabilities

This association reports using a management firm on their 990 tax documents.

   Revenue:

Revenue: Amount ($)
Program service revenue 260,136
Investment income 15
Royalties 0
Sales of non-inventory assets 0
Net rental income 0
Miscellaneous revenue 0
Gaming income 0
Tax-exempt bond proceeds 0
Fundraising income 0
Total contributions 0
Income from sales of inventory 0
Total Revenue:

$260,151

1-yr growth
-5.43%
Program service revenue
Investment income

   Expenses:

Expenses: Amount ($)
Management fees 82,500
Lobbying fees 69,458
Conferences, conventions, meetings 56,859
Legal fees 11,456
Office expenses 9,265
Travel 8,957
Other expenses 4,012
Accounting fees 2,946
Advertising and promotion 1,175
Insurance 136
Travel/entertainment expenses to public officials 0
Professional fundraising fees 0
Investment management fees 0
Other fees 0
Information technology 0
Royalties 0
Occupancy 0
Interest expense 0
Payments to affiliates 0
Depreciation, depletion, amortization 0
Grants to governments/orgs in the US 0
Grants to individuals in the US 0
Grants to orgs and individuals outside the US 0
Benefits paid to or for members 0
Compensation of current officers, directors, etc 0
Compensation of disqualified persons 0
Compensation for non-officers/directors 0
Pension plan contributions 0
Other employee benefits 0
Payroll taxes 0
Total Expenses:

$246,764

1-yr growth
-22.69%
Management fees
Lobbying fees
Conferences, conventions, meetings
Legal fees
Office expenses
Travel
Other expenses
Accounting fees
Advertising and promotion
Insurance

   Assets:

Assets: Amount ($)
Cash -- non-interest bearing 78,215
Savings and temporary cash investments 75,016
Accounts receivable 250
Prepaid expenses or deferred charges 0
Inventories for sale or use 0
Investments in other securities 0
Investments in publicly traded securities 0
Other assets 0
Pledges and grants receivable 0
Land, buildings, & equipment (net) 0
Receivables from officers, directors, etc. 0
Receivables from disqualified persons 0
Notes and loans receivables 0
Program-related investments 0
Intangible assets 0
Total Assets:

$153,481

1-yr growth
9.55%
Cash -- non-interest bearing
Savings and temporary cash investments
Accounts receivable

   Liabilities:

Liabilities: Amount ($)
Grants payable 0
Accounts payable and accrued expenses 0
Other liabilities 0
Deferred revenue 0
Tax-exempt bond liabilities 0
Escrow or custodial account liability 0
Loans and other payables to officers, directors, etc. 0
Secured mortgages and notes payabl 0
Unsecured mortgages and notes payable 0
Total Liabilities:

$0

1-yr growth
0%

   Net Assets:

Net Assets: Amount ($)
Unrestricted net assets 153,481
Temporarily restricted net assets 0
Permanently restricted net assets 0
Total Net Assets:

$153,481

1-yr growth
9.56%
Unrestricted net assets

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
Cathe Cole Sherburn President Board Member, Chief Executive Officer, Senior Executive ...X
Chet Sconyers Chief Financial Officer Board Member, Finance ...X
Elizabeth Knight Vice President Board Member ...X
Gary Wisham Director Board Member, Senior Executive ...X
Joyce Copeland Secretary Administration, Board Member, Executive Director ...X
Michael Belote California Lobbyist Board Member, Director of Government Relations, Government Relations, Lobby Day Contact ...X
Phillip M. Adleson Director, Perpetuity Board Member, Legal ...X
Richard Meyers Executive Director Executive Director ...X
Susan Pettem Director Board Member, Senior Executive ...X

Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
201843rd Annual Educational Conference Las Vegas , NV , United States Green Valley Ranch and Spa Casion November 4 November 6   Casino, Convention Center...X
201742nd Annual Conference Reno , NV , United States Peppermill Resort November 5 November 7   Ski, Cruise, Golf, Casino, Convention Center...X
201439th Annual Educational Conference La Quinta , CA , United States La Quinta Resort and Club November 8 November 11    ...X

Publications

Name 
Frequency 
Advertising 
Membership DirectoryannuallyYes...X
UTA QuarterlyquarterlyYes...X

Recent Lobbying Spending

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

2018 Q4: $0
2018 Q3: $0
2018 Q2: $0
2018 Q1: $0
2017: $0


PAC Details

Name: -



FEC ID: -



Last updated: -


PAC Contributions

(-)

Outside Representation

Firm Name Ascending
Reg/ Term 
Date 
  This organization has no outside representation data available.
 

Legislative Issue Focus

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

This organization has no legislative issue data available.

Active Legislation

This organization has no active legislation data available.

Contractors

Contractor Ascending
Service Category 
Reported Year Descending
Reported Compensation 
  This organization has no contractors information available.
 

***Disclaimer: This information has been sourced from a combination of the IRS Forms 990, 5500, and the Federal Audit Clearinghouse



 
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