Civic Intelligence

Boston Securities Traders Assoc Inc C/O Chiara Sarata

990 • Fiscal year 2024 • EIN 16-1641063

Dec 01, 2023 to Nov 30, 2024 • Filed on Feb 27, 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

45th percentile

0.00x

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

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.00x

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

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

30th percentile

-8.0%

Higher net margin than 30% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

8.4%

Faster asset growth than 63% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-2.6%

Faster revenue growth than 38% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$197,338

Up $15,218 (+8.4%) from 2023

Net Assets

Up

$197,338

Up $15,218 (+8.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin30th percentile

Revenue

Down

$77,636

Down $2,037 (-2.6%) from 2023

Expenses

Up

$83,810

Up $1,930 (+2.4%) from 2023

Net Income

Down

-$6,174

Down $3,967 (-180%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2024

Assets$197,338
Liabilities$0
Net Assets$197,338
Open 2024 Filing

Operations Trend

Revenue Growth38th 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

2024

Revenue$77,636
Expenses$83,810
Net Income-$6,174
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Feb 27, 2024
Return Version
2023v6.0
Gross Receipts
$200,747
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$158,961$185,080▲ $26,119
Cash and Non-Interest-Bearing Accounts$23,009$11,358▼ $11,651
Accounts Receivable$150$900▲ $750
Total Assets$182,120$197,338▲ $15,218
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$182,120$197,338▲ $15,218
Total Net Assets Fund Balance$182,120$197,338▲ $15,218
Total Liabilities and Net Assets / Fund Balance$182,120$197,338▲ $15,218
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$20,400
Program Service Revenue
$138,070
Investment Income
$4,877
Other Revenue
$-85,711
Change in Net Assets
$-6,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,810
Grants and Similar Amounts Paid$6,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$31,500-$31,500
Conferences and Meetings$29,730--$29,730
Office Expenses-$7,234-$7,234
Grants to Domestic Individuals$6,000--$6,000
Advertising$5,000--$5,000
Fees for Services Accounting-$4,035-$4,035
Fees for Service Investment Mgmnt Fees-$195-$195
Insurance-$97-$97
Other Expenses-$19-$19
Total Functional Expenses$40,730$43,080$0$83,810
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$123,111
Fundraising Gross Income$37,400
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bsta Golf Tourn$36,100$36,100$101,167$-65,067
Total Events$36,100$36,100$101,167$-65,067
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.”

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
2024-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chiara Sarata
Formed
2012
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
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

“OTHER FEES 0 31,500 0”

Raw XML Appendix339 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.
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/ExplanationTxt4OTHER FEES 0 31,500 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990/TotalAssetsGrp/EOYAmt0197338
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt020400
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043080
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt040730
IRS990/TotalFunctionalExpensesGrp/TotalAmt083810
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0182120
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0197338
IRS990/TotalProgramServiceExpensesAmt040730
IRS990/TotalProgramServiceRevenueAmt0138070
IRS990/TotalRevenueGrp/ExclusionAmt0-85711
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0142947
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt077636
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0182120
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0197338
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt08 STRATFORD RD
IRS990/USAddress/CityNm0MELROSE
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002176
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0BOSTONSECURITIESTRADERS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLIE O'CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08574982619
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-27
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/PreparationDt02025-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R BOURRET
ReturnHeader/ReturnTs02025-03-13T11:44:26-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$197,338
Liabilities
$0
Net assets
$197,338
Revenue
$77,636
Expenses
$83,810
Net income
-$6,174
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