Liabilities / Assets
63rd percentile
Higher debt load relative to assets than 63% of similar nonprofits.
990 • Fiscal year 2018 • EIN 13-5275335
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
63rd percentile
Higher debt load relative to assets than 63% of similar nonprofits.
Liabilities / Revenue
74th percentile
Higher debt load relative to revenue than 74% of similar nonprofits.
Net Margin
49th percentile
Higher net margin than 49% of similar nonprofits.
Top Officer Pay
91st percentile
Higher top officer pay than 91% of similar nonprofits.
Top officer pay equals 29.3% of source-year revenue.
Asset Growth
50th percentile
Faster asset growth than 50% of similar nonprofits.
Revenue Growth
39th percentile
Faster revenue growth than 39% of similar nonprofits.
Assets
Up$920,254
Up $25,324 (+2.8%) from 2017
Net Assets
Up$774,839
Up $20,475 (+2.7%) from 2017
Liabilities
Up$145,415
Up $4,849 (+3.4%) from 2017
Revenue
Down$587,671
Down $1,932 (-0.3%) from 2017
Expenses
Down$567,196
Down $31,926 (-5.3%) from 2017
Net Income
Up$20,475
Up $29,994 (+315%) from 2017
Representation of the securities transfer industry before regulatory and legislative bodies, an advisory and educational role for the benefit of all members.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $740,408 | $775,580 | ▲ $35,172 |
| Cash and Non-Interest-Bearing Accounts | $129,473 | $93,521 | ▼ $35,952 |
| Prepaid Expenses and Deferred Charges | $25,049 | $51,153 | ▲ $26,104 |
| Accounts Receivable | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Investments in Publicly Traded Securities | - | $0 | - |
| Land, Buildings, and Equipment, Net | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Total Assets | $894,930 | $920,254 | ▲ $25,324 |
| Other Assets Total | - | $0 | - |
| Liabilities | |||
| Deferred Revenue | $122,384 | $127,391 | ▲ $5,007 |
| Accounts Payable and Accrued Expenses | $18,182 | $18,024 | ▼ $158 |
| Total Liabilities | $140,566 | $145,415 | ▲ $4,849 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $754,364 | $774,839 | ▲ $20,475 |
| Total Net Assets Fund Balance | $754,364 | $774,839 | ▲ $20,475 |
| Total Liabilities and Net Assets / Fund Balance | $894,930 | $920,254 | ▲ $25,324 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | - | $5,523 | $5,523 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Cynthia a Jones | Executive Director | PT | $147,420 | $25,000 | $172,420 |
| Name | Title |
|---|---|
| Todd J May | President |
| Peter J Duggan | Vice President |
| Kara Kennedy | Director |
| Lara Donaldson | Director |
| Mario Passudetti | Director |
| Michael Nespoli | Assist. Secr. |
| Steven G Nelson | Secretary |
| Charles S Hawkins | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $290,627 |
| Salaries, Compensation, and Employee Benefits | $276,569 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $172,420 |
| Conferences and Meetings | - | - | - | $170,510 |
| Other Salaries and Wages | - | - | - | $86,796 |
| Fees for Services Other | - | - | - | $43,161 |
| Fees for Services Accounting | - | - | - | $18,000 |
| Payroll Taxes | - | - | - | $17,353 |
| Insurance | - | - | - | $13,338 |
| Office Expenses | - | - | - | $10,996 |
| Other Expenses | - | - | - | $6,965 |
| Total Functional Expenses | $0 | $0 | $0 | $567,196 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
“The organization is comprised of members who must be approved by the board of directors”
“Todd j. May - equiniti trust company, 1110 centre pointe curve, ste 101 mendota heights, mn 55120charles s. Hawkins - bny mellon asset servicing, 103 bellevue parkway, wilmington, de 19809steven g. Nelson - continental stock transfer & trust co., 1 state street, 30th fl new york, ny 10004peter j. Duggan - computershare, 480 washington blvd, jersey city, nj 07310kara kennedy - cleartrust, llc 16540 pointe village dr, ste 210 lutz, fl 33558michael nespoli - american stock transfer & trust company, llc, 6201 15th ave. Brooklyn, ny 11219lara donaldson - computershare, 100 university ave, 8th fl, toronto, on m5j 2y1 canadamario passudetti - the bank of new york mellon, 240 greenwich st.,22w new york, ny 10286cynthia a. Jones - 13790 wingfield place, jacksonville, fl 32224”
“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.”
“The conflict of interest policy is reviewed no less than annually at any board meeting.”
“The organization does not make available to the general public its governing documents, conflict of interest policy or financial statements. These documents, except the financial statements, are available to the organization's members on it's website.”
“The organization did not change its oversight process of the audit, review, or compilation of its financial statements or selection process of an independent accountant during the tax year.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | true |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 18182 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 18024 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | REPRESENTATION OF THE SECURITIES TRANSFER INDUSTRY BEFORE REGULATORY AND LEGISLATIVE BODIES, AN ADVISORY AND EDUCATIONAL ROLE FOR THE BENEFIT OF ALL MEMBERS. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AllAffiliatesIncludedInd | 0 | false |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | CAROL GAFFNEY |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7328886040 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 5220 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | HAZLET |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NJ |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 07730 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 129473 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 93521 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 172420 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 170510 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 237791 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 811 |
| IRS990/CYOtherExpensesAmt | 0 | 290627 |
| IRS990/CYOtherRevenueAmt | 0 | 166250 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 182819 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 20475 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 276569 |
| IRS990/CYTotalExpensesAmt | 0 | 567196 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 587671 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | false |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 122384 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 127391 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 0 | MEMBERSHIP MEETINGS - THE STA HOLDS 3 QUARTERLY MEETINGS AND AN ANNUAL CONFERENCE. THE OBJECTIVE OF THESE MEETINGS IS TO EDUCATE MEMBERS ON NEW REGULATIONS AND LAWS AFFECTING THE SECURITIES TRANSFER INDUSTRY, SUCH AS UNCLAIMED PROPERTY LAWS, GDPR, IRS RULE 2018-17, AND OTHER TRANSFER AGENT REGULATIONS. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DistributionToDonorInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 2 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EscrowAccountInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 170510 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 18000 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 43161 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 32.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | TODD J MAY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | CHARLES S HAWKINS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | STEVEN G NELSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | PETER J DUGGAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | KARA KENNEDY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | MICHAEL NESPOLI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | LARA DONALDSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | MARIO PASSUDETTI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | CYNTHIA A JONES |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 172420 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | ASSIST. SECR. |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | EXECUTIVE DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | false |
| IRS990/FormationYr | 0 | 1971 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 587671 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 13338 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 811 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 811 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 0 |
| IRS990/InvestTaxExemptBondsInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 6 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 5523 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 5523 |
| IRS990/LegalDomicileStateCd | 0 | NY |
| IRS990/LicensedMoreThanOneStateInd | 0 | false |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembershipDuesAmt | 0 | 237791 |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | REPRESENTATION OF THE SECURITIES TRANSFER INDUSTRY BEFORE REGULATORY AND LEGISLATIVE BODIES, AN ADVISORY AND EDUCATIONAL ROLE FOR THE BENEFIT OF ALL MEMBERS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 754364 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 774839 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 10996 |
| IRS990/OfficerMailingAddressInd | 0 | true |
| IRS990/OnBehalfOfIssuerInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OrgFiledInLieuOfForm1041Ind | 0 | false |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | BANK & CREDIT CARD FEES |
| IRS990/OtherExpensesGrp/Desc | 1 | WEBSITE EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 2 | TELEPHONE EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 3 | TRAINING EXPENSES - WEBINAR |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 10163 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 9843 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 7651 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 6965 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | GUIDELINE REVENUE |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 1250 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 1250 |
| IRS990/OtherRevenueTotalAmt | 0 | 1250 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 86796 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 17353 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 25049 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 51153 |
| IRS990/PrincipalOfficerNm | 0 | TODD J MAY |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | ANNUAL MEETING INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | QUARTERLY MEETINGS INCOME |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 0 | 172094 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 1 | 10725 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 172094 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 10725 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | WEBSITE - THE STA MAINTAINS A WEBSITE WHICH ITS MEMBERS CAN LOG INTO. ONCE LOGGED IN, MEMBERS CAN VIEW INFORMATIONAL AND EDUCATIONAL MATERIAL REGARDING THE SECURITIES TRANSFER INDUSTRY AS WELL AS NEWSLETTERS WHICH ARE INFORMATIONAL AND EDUCATIONAL IN PURPOSE AND DISCUSS NEW LAWS, REGULATIONS AND OTHER ISSUES AFFECTING THE SECURITIES TRANSFER INDUSTRY. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 9843 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | WEBINARS - THE STA PROVIDES TRAINING TO ITS MEMBERS BY MEANS OF INSTRUCTIONAL WEBINARS ON TOPICS OF INTEREST SUCH AS NEW LAWS AND REGULATIONS, AND ENCOURAGES MEMBERS FOR SUGGESTIONS. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 6965 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 232535 |
| IRS990/PYInvestmentIncomeAmt | 0 | 779 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 319923 |
| IRS990/PYOtherRevenueAmt | 0 | 166250 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 190039 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -9519 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 279199 |
| IRS990/PYTotalExpensesAmt | 0 | 599122 |
| IRS990/PYTotalRevenueAmt | 0 | 589603 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 20475 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 182819 |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/ExclusionAmt | 0 | 165000 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 165000 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 740408 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 775580 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 5523 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 5523 |
| IRS990ScheduleJ/BoardOrCommitteeApprovalInd | 0 | X |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | true |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 147420 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 25000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | CYNTHIA A JONES |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | EXECUTIVE DIRECTOR |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 172420 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | false |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION IS COMPRISED OF MEMBERS WHO MUST BE APPROVED BY THE BOARD OF DIRECTORS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | TODD J. MAY - EQUINITI TRUST COMPANY, 1110 CENTRE POINTE CURVE, STE 101 MENDOTA HEIGHTS, MN 55120CHARLES S. HAWKINS - BNY MELLON ASSET SERVICING, 103 BELLEVUE PARKWAY, WILMINGTON, DE 19809STEVEN G. NELSON - CONTINENTAL STOCK TRANSFER & TRUST CO., 1 STATE STREET, 30TH FL NEW YORK, NY 10004PETER J. DUGGAN - COMPUTERSHARE, 480 WASHINGTON BLVD, JERSEY CITY, NJ 07310KARA KENNEDY - CLEARTRUST, LLC 16540 POINTE VILLAGE DR, STE 210 LUTZ, FL 33558MICHAEL NESPOLI - AMERICAN STOCK TRANSFER & TRUST COMPANY, LLC, 6201 15TH AVE. BROOKLYN, NY 11219LARA DONALDSON - COMPUTERSHARE, 100 UNIVERSITY AVE, 8TH FL, TORONTO, ON M5J 2Y1 CANADAMARIO PASSUDETTI - THE BANK OF NEW YORK MELLON, 240 GREENWICH ST.,22W NEW YORK, NY 10286CYNTHIA A. JONES - 13790 WINGFIELD PLACE, JACKSONVILLE, FL 32224 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE CONFLICT OF INTEREST POLICY IS REVIEWED NO LESS THAN ANNUALLY AT ANY BOARD MEETING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ORGANIZATION DOES NOT MAKE AVAILABLE TO THE GENERAL PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS. THESE DOCUMENTS, EXCEPT THE FINANCIAL STATEMENTS, ARE AVAILABLE TO THE ORGANIZATION'S MEMBERS ON IT'S WEBSITE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Line 11b: Form 990 Review Process |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part XII, Line 2: Change of Oversight or Selection Process |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxableDistributionsInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 894930 |
| IRS990/TotalAssetsEOYAmt | 0 | 920254 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 894930 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 920254 |
| IRS990/TotalCompGreaterThan150KInd | 0 | true |
| IRS990/TotalContributionsAmt | 0 | 237791 |
| IRS990/TotalEmployeeCnt | 0 | 2 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 567196 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 140566 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 145415 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 140566 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 145415 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 754364 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 774839 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 187318 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 182819 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 172420 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 349880 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 587671 |
| IRS990/TotalVolunteersCnt | 0 | 50 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 894930 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 920254 |
| IRS990/TravelGrp/TotalAmt | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 754364 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 774839 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1110 CENTRE POINTE CURVE ST101 |
| IRS990/USAddress/CityNm | 0 | MENDOTA HEIGHTS |
| IRS990/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990/USAddress/ZIPCd | 0 | 55120 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 8 |
| IRS990/VotingMembersIndependentCnt | 0 | 8 |
| IRS990/WebsiteAddressTxt | 0 | WWW.STAI.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TODD J MAY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6514504054 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-01-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE SECURITIES TRANSFER ASSOCIATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SECU |
| ReturnHeader/Filer/EIN | 0 | 135275335 |
| ReturnHeader/Filer/PhoneNum | 0 | 7328886040 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 5220 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | HAZLET |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NJ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 07730 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 132696850 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Gruber Palumberi Raffaele Fried CPAs PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 7 Penn Plaza Suite 310 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | New York |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 10001 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2125860800 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | STEVEN R FRIED CPA |
| ReturnHeader/ReturnTs | 0 | 2019-01-03T14:18:39-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-08-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.