Civic Intelligence

Boston Securities Traders Assoc Inc C/O Chiara Sarata

990 • Fiscal year 2023 • EIN 16-1641063

Dec 01, 2022 to Nov 30, 2023 • Filed on Aug 19, 2024

Organization ProfileBOSTONSECURITIESTRADERS.COM
24 School Street 2nd FloorBoston, MA 02108

(857) 498-2619

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

40th percentile

-2.8%

Higher net margin than 40% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

45th percentile

-1.2%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

423%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$182,120

Down $2,206 (-1.2%) from 2022

Net Assets

Down

$182,120

Down $2,206 (-1.2%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin40th percentile

Revenue

Up

$79,673

Up $64,447 (+423%) from 2022

Expenses

Up

$81,880

Up $7,734 (+10%) from 2022

Net Income

Up

-$2,207

Up $56,713 (+96%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

2023

Assets$182,120
Liabilities$0
Net Assets$182,120
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

2023

Revenue$79,673
Expenses$81,880
Net Income-$2,207
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Aug 19, 2024
Return Version
2022v5.0
Gross Receipts
$234,624
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$175,213$158,961▼ $16,252
Cash and Non-Interest-Bearing Accounts$9,114$23,009▲ $13,895
Accounts Receivable-$150-
Total Assets$184,327$182,120▼ $2,207
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$184,327$182,120▼ $2,207
Total Net Assets Fund Balance$184,327$182,120▼ $2,207
Total Liabilities and Net Assets / Fund Balance$184,327$182,120▼ $2,207
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Chiara SarataPresident
Patrick FaganDirector
Leigh Williamson2nd Vice Pre
David HagenGovernor
James McgrailGovernor
Mark KepnerGovernor
Donald PoundMembership C
Claudette MasonSecretary
CHARLIE O'CONNORTreasurer
Joel CarpenterVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$18,600
Program Service Revenue
$143,000
Investment Income
$8,897
Other Revenue
$-90,824
Change in Net Assets
$-2,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,380
Grants and Similar Amounts Paid$3,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$29,250-$29,250
Conferences and Meetings$24,647--$24,647
Advertising$11,780--$11,780
Office Expenses-$6,667-$6,667
Fees for Services Accounting-$4,440-$4,440
Grants to Domestic Orgs$3,500--$3,500
Insurance-$550-$550
Other Expenses-$217-$217
Fees for Service Investment Mgmnt Fees-$210-$210
Total Functional Expenses$39,927$41,953$0$81,880
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$125,674
Fundraising Gross Income$34,850
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bsta Golf Tourn$33,250$33,250$93,548$-60,298
Total Events$33,250$33,250$93,548$-60,298
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 8B

“No committee has the authority to act on behalf of the governing board of directors.”

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

“The board president and treasurer will review the form 990 with the outside cpa firm and preparer. They will then update the board regarding its contents and filing.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Boston Securities Traders Assoc Inc
EIN
16-1641063
Phone
8574982619
Address
24 SCHOOL STREET 2ND FLOOR, BOSTON, MA 02108

Signing Officer

Name
CHARLIE O'CONNOR
Title
Treasurer
Phone
8574982619
Signed
2024-08-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chiara Sarata
Formed
2012
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
0

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 - ORGANIZATION'S 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.”

Form 990, Part IX, Line 11G

“0 29,250 0”

Raw XML Appendix324 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD PRESIDENT AND TREASURER WILL REVIEW THE FORM 990 WITH THE OUTSIDE CPA FIRM AND PREPARER. THEY WILL THEN UPDATE THE BOARD REGARDING ITS CONTENTS AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt40 29,250 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0184327
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0182120
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt08 STRATFORD RD
IRS990/USAddress/CityNm0MELROSE
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002176
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0BOSTONSECURITIESTRADERS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLIE O'CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08574982619
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOSTON SECURITIES TRADERS ASSOC INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CHARLIE O'CONNOR
ReturnHeader/Filer/BusinessNameControlTxt0BOST
ReturnHeader/Filer/EIN0161641063
ReturnHeader/Filer/PhoneNum08574982619
ReturnHeader/Filer/USAddress/AddressLine1Txt024 SCHOOL STREET 2ND FLOOR
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263582184
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAIN BOURRET JARRY & CRESSMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01175 MAMMOTH ROAD SUITE 2A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DRACUT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001826
ReturnHeader/PreparerPersonGrp/PhoneNum09789571421
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R BOURRET
ReturnHeader/ReturnTs02024-08-19T09:04:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$182,120
Liabilities
$0
Net assets
$182,120
Revenue
$79,673
Expenses
$81,880
Net income
-$2,207
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