Nonprofit · EIN 36-3825850
ASSOCIATION OF TRUST ORGANIZATIONS INC
Also known as C-O BONNIE SWEETMAN EXECUTIVE DIR
Tax-exempt · ADA, OK 74820
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $441,259 | $378,952 | $62,307 | $240,345 | $0 | $240,345 |
| December 31, 2024 | 990 | $320,709 | $335,051 | -$14,342 | $178,038 | $0 | $178,038 |
| December 31, 2023 | 990 | $329,961 | $326,143 | $3,818 | $192,380 | $0 | $192,380 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $100,500
- Membership dues
- $100,500
- Program service revenue
- $334,705
- Investment income
- $4,694
- Other revenue
- $1,360
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $12,000
- Accounting fees
- $2,801
- Travel
- $21,558
Balance sheet and other
- Total assets, start of year
- $178,038
- Total assets, end of year
- $240,345
- Total liabilities, end of year
- $0
- Net assets, end of year
- $240,345
- Gross receipts
- $441,259
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1992
- State of legal domicile
- OK
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 |
|---|---|---|---|
| DANIEL K CARTER | DIRECTOR Trustee or director | 1 | $0 |
| BILL MCFADDEN | DIRECTOR Trustee or director | 1 | $0 |
| STUART B ALLEN | DIRECTOR Trustee or director | 1 | $0 |
| TONY GUTHRIE | DIRECTOR EME Trustee or director | 1 | $0 |
| THOMAS BLANK | SECRETARY Trustee or director, Officer | 1 | $0 |
| GREG OSKO | DIRECTOR EME Trustee or director | 1 | $0 |
| DOUGLAS NUNN | DIRECTOR Trustee or director | 1 | $0 |
| JOHN SEIDL | DIRECTOR EME Trustee or director | 1 | $0 |
| BRIAN HALVERSON | DIRECTOR Trustee or director | 1 | $0 |
| JOHN C JANSING | DIRECTOR EME Trustee or director | 1 | $0 |
| W SCOTT NEFF | TREASURER Trustee or director, Officer | 1 | $0 |
| J PHIL BUCHANAN | DIRECTOR Trustee or director | 1 | $0 |
| KIP ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| BROOKS CAMPANY | DIRECTOR Trustee or director | 1 | $0 |
| BRYANT JONES | DIRECTOR Trustee or director | 1 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIE KARRELS MENZIE | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ANNE LEWIS-SMITH | DIRECTOR Trustee or director | 1 | $0 |
| SOMERLYN COTHRAN | EXECUTIVE DR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL CARTER | Director Trustee or director | 1 | $0 |
| BILL MCFADDEN | Director Trustee or director | 0 | $0 |
| STUART B ALLEN | Director Trustee or director | 1 | $0 |
| TONY GUTHRIE | Director Emerit Trustee or director | 1 | $0 |
| THOMAS BLANK | Secretary Trustee or director, Officer | 1 | $0 |
| GREG OSKO | Director Emerit Trustee or director | 1 | $0 |
| DOUGLAS NUNN | Director Trustee or director | 1 | $0 |
| JOHN SEIDL | Director Emerit Trustee or director | 1 | $0 |
| BRIAN HALVERSON | Director Trustee or director | 1 | $0 |
| JOHN JANSING | Director Emerit Trustee or director | 1 | $0 |
| W SCOTT NEFF | Treasurer Trustee or director, Officer | 1 | $0 |
| J PHIL BUCHANAN | Director Trustee or director | 1 | $0 |
| KIP ANDERSON | Director Trustee or director | 1 | $0 |
| BROOKS CAMPANY | Director Trustee or director | 1 | $0 |
| BRYANT JONES | Director Trustee or director | 1 | $0 |
| JENNIE KARRELS MENZIE | President & CEO Trustee or director, Officer | 1 | $0 |
| ANNE LEWIS-SMITH | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL CARTER | Director Trustee or director | 1 | $0 |
| STUART B ALLEN | Director Trustee or director | 1 | $0 |
| TONY GUTHRIE | Director Emerit Trustee or director | 1 | $0 |
| THOMAS BLANK | Secretary Trustee or director | 1 | $0 |
| GREG OSKO | Director Emerit Trustee or director | 1 | $0 |
| DOUGLAS NUNN | Director Trustee or director | 1 | $0 |
| JOHN SEIDL | Director Emerit Trustee or director | 1 | $0 |
| BRIAN HALVERSON | Treasurer Trustee or director, Officer | 1 | $0 |
| JOHN JANSING | Director Emerit Trustee or director | 1 | $0 |
| SCOTT NEFF | Director Trustee or director | 1 | $0 |
| J PHIL BUCHANAN | Director Trustee or director | 1 | $0 |
| KIP ANDERSON | Director Trustee or director | 1 | $0 |
| BROOKS CAMPANY | Director Trustee or director | 1 | $0 |
| BRYANT JONES | President Trustee or director, Officer | 1 | $0 |
| JENNIE MENZIE | Director Trustee or director | 1 | $0 |
| ANNE LEWIS-SMITH | Director Trustee or director | 1 | $0 |
| SOMERLYN COTHRAN | Executive Dir. Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2313 N BROADWAY AVE, ADA, OK 74820-1068
- In care of
- % SOMERTYN COTHRAN
- Principal officer (990 for 2025)
- SOMERLYN COTHRAN, 2313 N BROADWAY AVE, ADA, OK 74820
- Signed the 990
- SOMERLYN COTHRAN, EXECUTIVE DR.
- Phone
- (580) 332-4710
- Website
- WWW.TRUSTORGS.COM
- Return prepared by
- KEMPER CPA GROUP LLP
Mission
TO PROVIDE A FORUM FOR LEADERS, OWNERS, AND OPERATORS OF TRUST ORGANIZATIONS TO NETWORK AND GROW AS AN INDUSTRY.
Program accomplishments
- NEWSLETTER - TO INFORM MEMBERS OF ACCOMPLISHMENTS OF THE ASSOCIATION AND NEW DEVELOPMENTS IN THE INDUSTRY.
- CONFERENCE - OPPORTUNITIES FOR MEMBERS TO GATHER & DISCUSS NEW DEVELOPMENTS IN THE INDUSTRY & SHARE IDEAS FOR IMPROVEMENTS.
- MARKETING & PROMOTION
- NEWSLETTER - TO INFORM MEMBERS OF ACCOMPLISHMENTS OF THE ASSOCIATION AND NEW DEVELOPMENTS IN THE 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 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
- 36-3825850
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $240,345
- Income (IRS master file)
- $441,259
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $441,259 | $378,952 | $240,345 | XML |
| 990 | December 2024 | $320,709 | $335,051 | $178,038 | XML |
| 990 | December 2023 | $329,961 | $326,143 | $192,380 | XML |
| 990 | December 2022 | $337,625 | $284,167 | $188,562 | IRS |
| 990 | December 2021 | – | – | – | 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 36-3825850).
Questions about ASSOCIATION OF TRUST ORGANIZATIONS INC
- What is the EIN of ASSOCIATION OF TRUST ORGANIZATIONS INC?
- The employer identification number (EIN) of ASSOCIATION OF TRUST ORGANIZATIONS INC is 36-3825850.
- Is ASSOCIATION OF TRUST ORGANIZATIONS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1992.
- Are donations to ASSOCIATION OF TRUST ORGANIZATIONS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ASSOCIATION OF TRUST ORGANIZATIONS 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 ASSOCIATION OF TRUST ORGANIZATIONS INC 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 ASSOCIATION OF TRUST ORGANIZATIONS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ASSOCIATION OF TRUST ORGANIZATIONS INC?
- The 990 for the year ended December 31, 2025 names SOMERLYN COTHRAN.
- Who are the officers and directors of ASSOCIATION OF TRUST ORGANIZATIONS INC?
- The 990 for the year ended December 31, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does ASSOCIATION OF TRUST ORGANIZATIONS INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $441,259, expenses of $378,952 and total assets of $240,345 at year end.
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