Civic Intelligence

The Securities Transfer Association Inc

EIN 13-5275335 • 501(c)6 • White Stone, VA

Profile

Representative of the securities transfer industry before regulatory & legislative bodies & in an advisory & educational role for the benefit of all.

574 Blue Heron LaneWhite Stone, VA 22578

www.stai.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.10x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

56th percentile

0.22x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

45th percentile

4.0%

Faster asset growth than 45% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

43rd percentile

4.5%

Faster revenue growth than 43% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$1,460,314

Up $55,523 (+4.0%) from 2024

Liabilities

Down

$145,916

Down $38,965 (-21%) from 2024

Net Assets

Up

$1,314,398

Up $94,488 (+7.7%) from 2024

Operations
Liabilities / Revenue56th percentileNet Margin74th percentile

Revenue

Up

$677,096

Up $29,016 (+4.5%) from 2024

Expenses

Up

$582,608

Up $1,376 (+0.2%) from 2024

Net Income

Up

$94,488

Up $27,640 (+41%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $1,216,082Liabilities 2010: $170,258Net Assets 2010: $1,045,8242010Assets 2011: $1,134,381Liabilities 2011: $146,206Net Assets 2011: $988,1752011Assets 2012: $1,176,251Liabilities 2012: $154,256Net Assets 2012: $1,021,9952012Assets 2013: $1,207,275Liabilities 2013: $152,241Net Assets 2013: $1,055,0342013Assets 2014: $1,080,142Liabilities 2014: $141,862Net Assets 2014: $938,2802014Assets 2015: $1,099,032Liabilities 2015: $174,024Net Assets 2015: $925,0082015Assets 2016: $909,966Liabilities 2016: $146,083Net Assets 2016: $763,8832016Assets 2017: $894,930Liabilities 2017: $140,566Net Assets 2017: $754,3642017Assets 2018: $920,254Liabilities 2018: $145,415Net Assets 2018: $774,8392018Assets 2019: $951,766Liabilities 2019: $184,195Net Assets 2019: $767,5712019Assets 2020: $975,963Liabilities 2020: $105,135Net Assets 2020: $870,8282020Assets 2021: $1,059,198Liabilities 2021: $98,414Net Assets 2021: $960,7842021Assets 2022: $1,189,532Liabilities 2022: $135,595Net Assets 2022: $1,053,9372022Assets 2023: $1,304,000Liabilities 2023: $150,938Net Assets 2023: $1,153,0622023Assets 2024: $1,404,791Liabilities 2024: $184,881Net Assets 2024: $1,219,9102024Assets 2025: $1,460,314Liabilities 2025: $145,916Net Assets 2025: $1,314,3982025

Highlighted filing

2025

Assets$1,460,314
Liabilities$145,916
Net Assets$1,314,398
Open 2025 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $810,7982010Expenses 2011: $621,3102011Expenses 2012: $586,0842012Expenses 2013: $567,9362013Revenue 2014: $582,838Expenses 2014: $699,592Net Income 2014: -$116,7542014Revenue 2015: $594,673Expenses 2015: $607,945Net Income 2015: -$13,2722015Revenue 2016: $579,939Expenses 2016: $741,064Net Income 2016: -$161,1252016Revenue 2017: $589,603Expenses 2017: $599,122Net Income 2017: -$9,5192017Revenue 2018: $587,671Expenses 2018: $567,196Net Income 2018: $20,4752018Revenue 2019: $645,513Expenses 2019: $652,781Net Income 2019: -$7,2682019Revenue 2020: $707,915Expenses 2020: $604,658Net Income 2020: $103,2572020Revenue 2021: $540,016Expenses 2021: $450,060Net Income 2021: $89,9562021Revenue 2022: $526,088Expenses 2022: $432,935Net Income 2022: $93,1532022Revenue 2023: $603,996Expenses 2023: $504,871Net Income 2023: $99,1252023Revenue 2024: $648,080Expenses 2024: $581,232Net Income 2024: $66,8482024Revenue 2025: $677,096Expenses 2025: $582,608Net Income 2025: $94,4882025

Highlighted filing

2025

Revenue$677,096
Expenses$582,608
Net Income$94,488
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,460,314
Liabilities
$145,916
Net assets
$1,314,398
Revenue
$677,096
Expenses
$582,608
Net income
$94,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.15$1.31$0.68$0.58$0.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.18$1.22$0.65$0.58$0.07
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.15$1.15$0.60$0.50$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.14$1.05$0.53$0.43$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.10$0.96$0.54$0.45$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.11$0.87$0.71$0.60$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.18$0.77$0.65$0.65$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.15$0.77$0.59$0.57$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.14$0.75$0.59$0.60$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.15$0.76$0.58$0.74$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.17$0.93$0.59$0.61$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.14$0.94$0.58$0.70$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.15$1.06$0.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.15$1.02$0.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.15$0.99$0.62
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.17$1.05$0.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 12, 2025
Return Version
2024v5.0
Gross Receipts
$677,096
Mission and Program Overview

Mission

Representation of the securities transfer industry before regulatory and legislative bodies, an advisory and educational role for the benefit of all members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,338,942$1,401,308▲ $62,366
Prepaid Expenses and Deferred Charges$64,599$59,006▼ $5,593
Accounts Receivable$1,250--
Total Assets$1,404,791$1,460,314▲ $55,523
Liabilities
Deferred Revenue$184,109$145,916▼ $38,193
Accounts Payable and Accrued Expenses$772--
Total Liabilities$184,881$145,916▼ $38,965
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,219,910$1,314,398▲ $94,488
Total Net Assets Fund Balance$1,219,910$1,314,398▲ $94,488
Total Liabilities and Net Assets / Fund Balance$1,404,791$1,460,314▲ $55,523

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,281$2,281
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Melissa CabocelExecutive DiFT$259,469$259,469
Melissa CabocelExecutive Director-$259,469$259,469

Board Members and Trustees

NameTitle
Peter DugganPresident
Kara KennedyDirector
Lara DonaldsonDirector
William MillerDirector
Margot JordanSecretary
Robert GoadTreasurer
Steven NelsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$265,833
Program Service Revenue
$162,825
Investment Income
$48,438
Other Revenue
$200,000
Change in Net Assets
$94,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$381,885
Other Expenses$200,723
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$129,734$129,735-$259,469
Conferences and Meetings$150,592--$150,592
Other Salaries and Wages$50,121$50,121-$100,242
Payroll Taxes$11,087$11,087-$22,174
Office Expenses$10,528$6,108-$16,636
Other Expenses$9,941--$9,941
Insurance-$9,717-$9,717
Fees for Services Legal$8,855--$8,855
Fees for Services Accounting-$4,982-$4,982
Total Functional Expenses$370,858$211,750$0$582,608
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The organization is comprised of members who must be approved by the board of directors.”

Form 990, Page 6, Part VI, Line 7A

“All members, except for honorary members, have the right to vote for the board of directors. Every two years members elect the governing body by proxy with nominations.”

Form 990, Page 6, Part VI, Line 11B

“Treasurer reviews the form 990. In addition, a copy of form 990 is emailed to board members for review and any objections or issues are noted.”

Form 990, Page 6, Part VI, Line 15A

“Executive director's salary is reviewed and approved annually by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“Financial statements provided to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Securities Transfer Association
EIN
13-5275335
Phone
7036597692
Address
574 BLUE HERON LANE, WHITE STONE, VA 22578

Signing Officer

Name
Melissa Cabocel
Title
Executive Director
Phone
7036597692
Signed
2025-12-12

Organization Details

Principal Officer
Melissa Cabocel
Formed
1971
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
2

Preparer

Firm
Dehnert Clarke & Co Pc
Address
PO BOX 420, IRVINGTON, VA 22480
Preparer
Christine M Dehnert-fernald
Phone
8044385656
Raw XML Appendix314 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS COMPRISED OF MEMBERS WHO MUST BE APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS, EXCEPT FOR HONORARY MEMBERS, HAVE THE RIGHT TO VOTE FOR THE BOARD OF DIRECTORS. EVERY TWO YEARS MEMBERS ELECT THE GOVERNING BODY BY PROXY WITH NOMINATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TREASURER REVIEWS THE FORM 990. IN ADDITION, A COPY OF FORM 990 IS EMAILED TO BOARD MEMBERS FOR REVIEW AND ANY OBJECTIONS OR ISSUES ARE NOTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCIAL STATEMENTS PROVIDED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0677096
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA CABOCEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07036597692
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SECURITIES TRANSFER ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SECU
ReturnHeader/Filer/EIN0135275335
ReturnHeader/Filer/PhoneNum07036597692
ReturnHeader/Filer/USAddress/AddressLine1Txt0574 BLUE HERON LANE
ReturnHeader/Filer/USAddress/CityNm0WHITE STONE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022578
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201212674
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEHNERT CLARKE & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022480
ReturnHeader/PreparerPersonGrp/PhoneNum08044385656
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE M DEHNERT-FERNALD
ReturnHeader/ReturnTs02025-12-23T15:11:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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