Civic Intelligence

Boston Securities Traders Assoc Inc C/O Chiara Sarata

990EZ • Fiscal year 2022 • EIN 16-1641063

Dec 01, 2021 to Nov 30, 2022 • Filed on Aug 19, 2024

Organization ProfileBOSTONSECURITIESTRADERS.COM
PO Box 600184Newton, MA 02460

(617) 319-9310

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

2nd percentile

-387%

Higher net margin than 2% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$184,326

Down $311,636 (-63%) from 2011

Net Assets

Down

$184,326

Down $311,636 (-63%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Down

$15,226

Down $104,172 (-87%) from 2011

Expenses

Down

$74,146

Down $50,206 (-40%) from 2011

Net Income

Down

-$58,920

Down $53,966 (-1089%) from 2011

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $501,168Net Assets 2010: $501,1682010Assets 2011: $495,962Liabilities 2011: $0Net Assets 2011: $495,9622011Assets 2022: $184,326Net Assets 2022: $184,3262022Assets 2023: $182,120Liabilities 2023: $0Net Assets 2023: $182,1202023Assets 2024: $197,338Liabilities 2024: $0Net Assets 2024: $197,3382024Assets 2025: $217,408Liabilities 2025: $0Net Assets 2025: $217,4082025

Highlighted filing

2022

Assets$184,326
Liabilities-
Net Assets$184,326
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2010: $106,195Expenses 2010: $107,135Net Income 2010: -$9402010Revenue 2011: $119,398Expenses 2011: $124,352Net Income 2011: -$4,9542011Revenue 2022: $15,226Expenses 2022: $74,146Net Income 2022: -$58,9202022Revenue 2023: $79,673Expenses 2023: $81,880Net Income 2023: -$2,2072023Revenue 2024: $77,636Expenses 2024: $83,810Net Income 2024: -$6,1742024Revenue 2025: $79,846Expenses 2025: $71,309Net Income 2025: $8,5372025

Highlighted filing

2022

Revenue$15,226
Expenses$74,146
Net Income-$58,920
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Aug 19, 2024
Return Version
2021v4.0
Gross Receipts
$158,567
Mission and Program Overview

Mission

To provide life training, professional development, and awareness of the security traders in the greater boston area. Local members meet with professional peers locally, regionally and nationally, in order to pursue and discuss professional issues and common interests.

To provide educational and professional development to the security traders of the greater boston area. Local members meet with professional peers locally, regionally and nationally, in order to pursue and discuss professional issues and common interests.

Program Services

DescriptionGrantsExpenses
BUSINESS, EDUCATIONAL AND SOCIAL EVENTS TO FURTHER THE ORGANIZATION'S MISSION.-$68,211
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK FAGANDirector-$0--
RYAN BAKERPresident-$0--
CHIARA SARATATreasurer-$0--
DONALD POUNDClerk-$0--
JOEL CARPENTERVice Preside-$0--
DAVID HAGENGovernor-$0--
LEIGH WILLIAMSONGovernor-$0--
JOEL WENGGovernor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bsta Golf Tourn$22,050$22,050$85,536$-63,486
Total Events$22,050$22,050$85,536$-63,486
Filing and Contact Details

Filer

Filer Name
Boston Securities Traders Assoc Inc
EIN
16-1641063
Phone
6173199310
Address
PO BOX 600184, NEWTON, MA 02460

Signing Officer

Name
Chiara Sarata
Title
Treasurer
Phone
6173199310
Signed
2024-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Cain Bourret Jarry & Cressman LLC
Address
1175 MAMMOTH ROAD SUITE 2A, DRACUT, MA 01826
Preparer
Steven R Bourret
Phone
9789571421
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses marketing & promotion 9,132 office 4,348 event expenses 32,079 insurance 550 food & dining 103 misc. 19 bank fees 15 total 46,246”

Form 990-ez, Part I, Line 20

“Unrealized gain (loss) -30,362”

Form 990-ez, Part III

“To provide educational and professional development to the security traders of the greater boston area. Local members meet with professional peers locally, regionally and nationally, in order to pursue and discuss professional issues and common interests.”

Raw XML Appendix134 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICK FAGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RYAN BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHIARA SARATA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONALD POUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOEL CARPENTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID HAGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LEIGH WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOEL WENG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7GOVERNOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-30362
IRS990EZ/OtherExpensesTotalAmt046246
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL AND PROFESSIONAL DEVELOPMENT TO THE SECURITY TRADERS OF THE GREATER BOSTON AREA. LOCAL MEMBERS MEET WITH PROFESSIONAL PEERS LOCALLY, REGIONALLY AND NATIONALLY, IN ORDER TO PURSUE AND DISCUSS PROFESSIONAL ISSUES AND COMMON INTERESTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BUSINESS, EDUCATIONAL AND SOCIAL EVENTS TO FURTHER THE ORGANIZATION'S MISSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068211
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt028960
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-85823
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt015226
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt085536
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BSTA GOLF TOURN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022050
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022050
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt085536
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt085536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING & PROMOTION 9,132 OFFICE 4,348 EVENT EXPENSES 32,079 INSURANCE 550 FOOD & DINING 103 MISC. 19 BANK FEES 15 TOTAL 46,246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN (LOSS) -30,362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE EDUCATIONAL AND PROFESSIONAL DEVELOPMENT TO THE SECURITY TRADERS OF THE GREATER BOSTON AREA. LOCAL MEMBERS MEET WITH PROFESSIONAL PEERS LOCALLY, REGIONALLY AND NATIONALLY, IN ORDER TO PURSUE AND DISCUSS PROFESSIONAL ISSUES AND COMMON INTERESTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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ReturnHeader/PreparerPersonGrp/PhoneNum09789571421
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R BOURRET
ReturnHeader/ReturnTs02024-08-19T09:09:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$184,326
Liabilities
-
Net assets
$184,326
Revenue
$15,226
Expenses
$74,146
Net income
-$58,920
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.80$0.71$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.78$0.84$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.80$0.82$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.84$1.84$0.15$0.74$0.59
2011Summary only. Only limited summary data is available for this year.$4.96$0.00$4.96$1.19$1.24$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$5.01$1.06$1.07$0.01