Civic Intelligence

Investment Traders Association of Phila

EIN 23-6297544 • 501(c)6 • Conshohocken, PA

Profile

Apprise the members of upcoming practice

1950 Butler Pike Ste 123Conshohocken, PA 19428
Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

83rd percentile

23%

Higher net margin than 83% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

4.2%

Faster revenue growth than 59% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$105,030

Up $21,469 (+26%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$105,030

Up $21,469 (+26%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin83rd percentile

Revenue

Up

$94,896

Up $3,826 (+4.2%) from 2024

Expenses

Down

$73,427

Down $36,216 (-33%) from 2024

Net Income

Up

$21,469

Up $40,042 (+216%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$150K$100K$50K$0Assets 2015: $46,874Liabilities 2015: $0Net Assets 2015: $46,8742015Assets 2016: $34,211Liabilities 2016: $0Net Assets 2016: $34,2112016Assets 2017: $32,364Liabilities 2017: $0Net Assets 2017: $32,3642017Assets 2018: $40,768Liabilities 2018: $0Net Assets 2018: $40,7682018Assets 2019: $74,922Liabilities 2019: $0Net Assets 2019: $74,9222019Assets 2020: $74,864Liabilities 2020: $0Net Assets 2020: $74,8642020Assets 2021: $79,445Liabilities 2021: $0Net Assets 2021: $79,4452021Assets 2022: $101,833Liabilities 2022: $0Net Assets 2022: $101,8332022Assets 2023: $102,134Liabilities 2023: $0Net Assets 2023: $102,1342023Assets 2024: $83,561Liabilities 2024: $0Net Assets 2024: $83,5612024Assets 2025: $105,030Liabilities 2025: $0Net Assets 2025: $105,0302025

Highlighted filing

2025

Assets$105,030
Liabilities$0
Net Assets$105,030
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $23,701Expenses 2015: $29,830Net Income 2015: -$6,1292015Revenue 2016: $30,395Expenses 2016: $43,058Net Income 2016: -$12,6632016Revenue 2017: $36,311Expenses 2017: $38,158Net Income 2017: -$1,8472017Revenue 2018: $74,280Expenses 2018: $65,876Net Income 2018: $8,4042018Revenue 2019: $73,436Expenses 2019: $39,282Net Income 2019: $34,1542019Revenue 2020: $10,076Expenses 2020: $10,134Net Income 2020: -$582020Revenue 2021: $14,929Expenses 2021: $10,348Net Income 2021: $4,5812021Revenue 2022: $76,911Expenses 2022: $54,523Net Income 2022: $22,3882022Revenue 2023: $86,876Expenses 2023: $86,575Net Income 2023: $3012023Revenue 2024: $91,070Expenses 2024: $109,643Net Income 2024: -$18,5732024Revenue 2025: $94,896Expenses 2025: $73,427Net Income 2025: $21,4692025

Highlighted filing

2025

Revenue$94,896
Expenses$73,427
Net Income$21,469
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,030
Liabilities
$0
Net assets
$105,030
Revenue
$94,896
Expenses
$73,427
Net income
$21,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.95$0.73$0.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.91$1.10$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.87$0.87$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.77$0.55$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.15$0.10$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.10$0.10$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.73$0.39$0.34
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.74$0.66$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.36$0.38$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.30$0.43$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.24$0.30$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 4, 2026
Return Version
2025v4.0
Gross Receipts
$94,896
Mission and Program Overview

Mission

To apprise the members of upcoming prac

Program Services

DescriptionGrantsExpenses
ORGANIZATION IS A PROFESSIONAL ASSOCIATION OF INVESTMENT TRADERS IN THE PHILADELPHIA AREA. THE PURPOSE IS TO APPRISE THE MEMBERS OF UPCOMING PRACTICES IN THE INVESTMENT INDUSTRY A-$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN FITZPATRICKSecretary-$0--
DAVID FLOODSponsor Relations-$0--
CHRISTINA KOWALSKIOfficer-$0--
RAYMOND HALLYPresident-$0--
WINGATE GRIMTreasurer-$0--
JUDGE HUGOfficer-$0--
DYLAN THOMPSONOfficer-$0--
MICHAEL MCGOWANOfficer-$0--
JACK KIMMELOfficer-$0--
BRIAN PEARSOfficer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Meetings----
Filing and Contact Details

Filer

Filer Name
Investment Traders Association of Phila
EIN
23-6297544
In Care Of
% WINGATE GRIM
Phone
6108625330
Address
1950 BUTLER PIKE STE 123, Conshohocken, PA 19428

Signing Officer

Name
Wingate Grim
Title
Treasurer
Phone
6107557772
Signed
2026-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Marty Berry LLC
Address
47 Old Barn Drive, West Chester, PA 19382
Preparer
Martin Berry
Phone
6108532381
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity TEACHING LIFE SKILLS Grantee GIRLS ON THE RUN PHILADELPHIA Relationship NONE Amount 2,000Activity ASSISTING WOUNDED VETERANS Grantee THE GREATEST GENERATIONS FOUNDATIONRelationship NONE Amount 2,000Activity YOUTH DEVELOPEMENT Grantee BOYS & GIRLS CLUBS OF PHILADELPHIA Relationship NONE Amount 2,000Activity COMFORTING FAMILIES WITH HOSPITALIZED CHILDREN Grantee RONALD MCDONALD HOUSE NEW YORK Amount 150”

Description of other expenses Part I line 16

“Description AmountADMINISTRATIVE EXPENSES 9,927BOARD EXPENSES 4,054CONVENTIONS AND MEETINGS 52,600PROFESSIONAL FEES 696”

General explanation attachment

“Organization is a professional association of investment traders in the philadelphia area. The purpose is to apprise the members of upcoming practices in the investment industry as well as to promote goodwill and friendship among its members. The association does this mainly by its bi-annual meetings.”

Raw XML Appendix150 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WINGATE GRIM
IRS990EZ/BooksInCareOfDetail/PhoneNum06108625330
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01950 BUTLER PIKE Ste 123
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Conshohocken
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019428
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt083561
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0105030
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021469
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt083561
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0105030
IRS990EZ/FundraisingGrossIncomeAmt084131
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06150
IRS990EZ/GrossReceiptsAmt094896
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010765
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt083561
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0105030
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt083561
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0105030
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RYAN FITZPATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID FLOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINA KOWALSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RAYMOND HALLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WINGATE GRIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUDGE HUG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DYLAN THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL MCGOWAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JACK KIMMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRIAN PEARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SPONSOR RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt067277
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO APPRISE THE MEMBERS OF UPCOMING PRAC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION IS A PROFESSIONAL ASSOCIATION OF INVESTMENT TRADERS IN THE PHILADELPHIA AREA. THE PURPOSE IS TO APPRISE THE MEMBERS OF UPCOMING PRACTICES IN THE INVESTMENT INDUSTRY A
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt084131
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073427
IRS990EZ/TotalRevenueAmt094896
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity TEACHING LIFE SKILLS Grantee GIRLS ON THE RUN PHILADELPHIA Relationship NONE Amount 2,000Activity ASSISTING WOUNDED VETERANS Grantee THE GREATEST GENERATIONS FOUNDATIONRelationship NONE Amount 2,000Activity YOUTH DEVELOPEMENT Grantee BOYS & GIRLS CLUBS OF PHILADELPHIA Relationship NONE Amount 2,000Activity COMFORTING FAMILIES WITH HOSPITALIZED CHILDREN Grantee RONALD MCDONALD HOUSE NEW YORK Amount 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountADMINISTRATIVE EXPENSES 9,927BOARD EXPENSES 4,054CONVENTIONS AND MEETINGS 52,600PROFESSIONAL FEES 696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION IS A PROFESSIONAL ASSOCIATION OF INVESTMENT TRADERS IN THE PHILADELPHIA AREA. THE PURPOSE IS TO APPRISE THE MEMBERS OF UPCOMING PRACTICES IN THE INVESTMENT INDUSTRY AS WELL AS TO PROMOTE GOODWILL AND FRIENDSHIP AMONG ITS MEMBERS. THE ASSOCIATION DOES THIS MAINLY BY ITS BI-ANNUAL MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2General explanation attachment
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WINGATE GRIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06107557772
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INVESTMENT TRADERS ASSOCIATION OF PHILA
ReturnHeader/Filer/BusinessNameControlTxt0INVE
ReturnHeader/Filer/EIN0236297544
ReturnHeader/Filer/InCareOfNm0% WINGATE GRIM
ReturnHeader/Filer/PhoneNum06108625330
ReturnHeader/Filer/USAddress/AddressLine1Txt01950 BUTLER PIKE STE 123
ReturnHeader/Filer/USAddress/CityNm0Conshohocken
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019428
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861616378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTY BERRY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt047 Old Barn Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Chester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019382
ReturnHeader/PreparerPersonGrp/PhoneNum06108532381
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN BERRY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-06T09:16:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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