2025-09-02T16:29:09-05:00 2024-12-31 450250958 EIDE BAILLY LLP 2950 E HARMONY RD STE 290 FORT COLLINS CO 805283429 990 2024-01-01 364947892 TRUST USERS GROUP INC TRUS 6144964716 1942 BROADWAY ST 314C BOULDER CO 80302 JEFF BECK TREASURER 6144964716 2025-08-29 1 1 KYLE FRITCH CPA P01313374 9702238825 2025-08-29 2024 2025-03-06 01:10:19Z JEFF EUBANKS 1942 BROADWAY ST 314C BOULDER CO 80302 443871 0 X WWW.TRUSTUSERSGROUP.ORG X 2019 CO PROMOTE EDUCATION, NETWORKING, VENDOR REFERRALS, AND CONTINUING EDUCATION FOR MEMBERS OF THE FIDUCIARY WEALTH MANAGEMENT INDUSTRY. 8 8 0 10 0 0 0 0 421449 416953 20171 26918 0 0 441620 443871 0 0 0 0 0 0 0 0 0 295212 397802 295212 397802 146408 46069 452663 498732 0 0 452663 498732 X 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. 0 0 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. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 X JEFF BECK 6144964716 1942 BROADWAY STREET NO 314C BOULDER CO 80302 X JEFF EUBANKS PRESIDENT 2.00 X X 0 0 0 KYLE SEARCH VICE PRESIDENT(THRU 11/24) 2.00 X X 0 0 0 LYN SAKAMOTO SECRETARY 2.00 X X 0 0 0 JEFF BECK TREASURER 2.00 X X 0 0 0 LISA PERSOHN VICE PRESIDENT(FROM 10/24) 2.00 X X 0 0 0 KELLINA WEST VENDOR DIRECTOR(THRU 10/24) 2.00 X 0 0 0 CHRIS HOLDER DIRECTOR AT LARGE 2.00 X 0 0 0 TINA WECKBACHER CONFERENCE DIRECTOR 22.00 X 0 0 0 JESSIE SPIRES VENDOR DIRECTOR(FROM 12/24) 2.00 X 0 0 0 KYLE SEARCH-DEPUTY CONFERENCE DIRECTOR(FROM 11/24) 2.00 X 0 0 0 0 0 0 0 0 0 0 0 CONFERENCES 611430 324800 324800 MEMBERSHIP DUES 611430 50977 50977 GPUG CONFERENCE REGIST 611430 41176 41176 416953 26918 26918 443871 416953 0 26918 675 3730 1830 2627 42136 CONFERENCE EXPENSES 323581 PLANNING MEETING 19501 USER TESTING EXPENSES 3187 TAXES AND LICENSES 535 397802 452663 498732 452663 498732 0 0 X 0 0 0 0 452663 498732 452663 498732 452663 498732 46069 0 X 0 0 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 ANY PERSON, ENTITY, OR INSTITUTION THAT HAS ENTERED INTO A WRITTEN CONTRACT FOR USE OF A TRUST ACCOUNTING SYSTEM WITH FIDELITY NATIONAL INFORMATION SERVICES, INC. (FIS) IS ELIGIBLE FOR MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS WHO ARE IN GOOD STANDING AND CURRENT IN THE PAYMENT OF MEMBERSHIP DUES AND FEES SHALL BE ENTITLED TO ELECT THE GOVERNING BODY. IF FIS OWNS MORE THAN FIVE PERCENT OF A MEMBER ORGANIZATION, THAT MEMBER ORGANIZATION SHALL NOT HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS WHO ARE IN GOOD STANDING AND CURRENT IN THE PAYMENT OF MEMBERSHIP DUES AND FEES SHALL BE ENTITLED TO VOTE ON GOVERNANCE DECISIONS OF THE ORGANIZATION. IF FIS OWNS MORE THAN FIVE PERCENT OF A MEMBER ORGANIZATION, THAT MEMBER ORGANIZATION SHALL NOT HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE GOVENRING BODY FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.