Civic Intelligence

Shareholder Services Association Inc

EIN 23-7152897 • 501(c)6 • St Louis Park, MN

Profile

The purpose of the organization is to provide education for corporate transfer agents and updates on laws & regulations that govern corporate transfer agents.

600 Highway 169 Suite 1101St Louis Park, MN 55426

www.shareholderservices.org

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 2024

Liabilities / Revenue

50th percentile

0.00x

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

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

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

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

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

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

Asset Growth

47th percentile

-2.1%

Faster asset growth than 47% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

61st percentile

7.3%

Faster revenue growth than 61% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$305,169

Up $6,406 (+2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$305,169

Up $6,406 (+2.1%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin29th percentile

Revenue

Down

$174,002

Down $15,293 (-8.1%) from 2023

Expenses

Down

$194,729

Down $16,547 (-7.8%) from 2023

Net Income

Up

-$20,727

Up $1,254 (+5.7%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$400K$300K$200K$100K$0Assets 2020: $317,550Liabilities 2020: $0Net Assets 2020: $317,5502020Assets 2021: $325,078Liabilities 2021: $0Net Assets 2021: $325,0782021Assets 2022: $312,065Liabilities 2022: $0Net Assets 2022: $312,0652022Assets 2023: $298,763Liabilities 2023: $0Net Assets 2023: $298,7632023Assets 2024: $305,169Liabilities 2024: $0Net Assets 2024: $305,1692024

Highlighted filing

2024

Assets$305,169
Liabilities$0
Net Assets$305,169
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$300K$200K$100K$0-$100KRevenue 2020: $85,055Expenses 2020: $115,590Net Income 2020: -$30,5352020Revenue 2021: $140,730Expenses 2021: $123,274Net Income 2021: $17,4562021Revenue 2022: $178,814Expenses 2022: $169,562Net Income 2022: $9,2522022Revenue 2023: $189,295Expenses 2023: $211,276Net Income 2023: -$21,9812023Revenue 2024: $174,002Expenses 2024: $194,729Net Income 2024: -$20,7272024

Highlighted filing

2024

Revenue$174,002
Expenses$194,729
Net Income-$20,727
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$305,169
Liabilities
$0
Net assets
$305,169
Revenue
$174,002
Expenses
$194,729
Net income
-$20,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$1.74$1.95$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$1.89$2.11$0.22
2022Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$1.79$1.70$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$1.41$1.23$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.85$1.16$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 13, 2025
Return Version
2023v6.0
Gross Receipts
$179,805
Mission and Program Overview

Mission

The purpose of the organization is to provide education for corporate transfer agents and updates on laws & regulations that govern corporate transfer agents.

The organization provides networking opportunities, education, advocacy, industry resources and updates on laws & regulations that govern corporate transfer agents for members and stakeholders.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAMS AND MATERIALS INCLUDING THE ANNUAL CONFERENCE PROVIDED TO MEMBERS.$0$0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACEY BETSONDirector-$0--
LASHURN PURNELLDirector-$0--
MARK GEREBDirector-$0--
MELISSA MCCARTHYDirector-$0--
TARA ALTMANDirector-$0--
VIELLA BARDOUILLEDirector-$0--
MEGHAN O'DONNELLDirector-$0--
NICOLE MAUNEYPresident-$0--
KEVIN BURNSVice President-$0--
KIM MCKIERNANSecretary-$0--
DARIN NORMANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Shareholder Services Association Inc
EIN
23-7152897
Phone
7632534311
Address
600 HIGHWAY 169 SUITE 1101, ST LOUIS PARK, MN 55426

Signing Officer

Name
Darin Norman
Title
Treasurer
Phone
7632534311
Signed
2025-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Ellingson & Ellingson Ltd
Address
5101 VERNON AVE S SUITE 501, EDINA, MN 55436
Preparer
Rick Ellingson
Phone
9529290315
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 9,748.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: marketing. Amount: 612. Description: conferences and meetings. Amount: 78,202. Description: credit card fees. Amount: 6,418. Description: insurance. Amount: 1,765. Description: software subscriptions. Amount: 5,415. Description: travel. Amount: 3,123. Description: gifts/donations. Amount: 1,124. Total to form 990-ez, line 16: 96,659.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain on securities. Amount: 27,133.”

Raw XML Appendix158 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHAREHOLDER SERVICES ASSOCIATION
IRS990EZ/BooksInCareOfDetail/PhoneNum07632534311
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 HIGHWAY 169 SUITE 1101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST LOUIS PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055426
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0298763
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0305169
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt05803
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-20727
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt098058
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0298763
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0305169
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-5803
IRS990EZ/GrossReceiptsAmt0179805
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt09748
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt041900
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0298763
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0305169
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0298763
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0305169
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.00
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/CompensationAmt100
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/EmployeeBenefitProgramAmt100
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/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STACEY BETSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LASHURN PURNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK GEREB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TARA ALTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VIELLA BARDOUILLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MEGHAN O'DONNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NICOLE MAUNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KEVIN BURNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KIM MCKIERNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DARIN NORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt027133
IRS990EZ/OtherExpensesTotalAmt096659
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION PROVIDES NETWORKING OPPORTUNITIES, EDUCATION, ADVOCACY, INDUSTRY RESOURCES AND UPDATES ON LAWS & REGULATIONS THAT GOVERN CORPORATE TRANSFER AGENTS FOR MEMBERS AND STAKEHOLDERS.
IRS990EZ/PrintingPublicationsPostageAmt012
IRS990EZ/ProgramServiceRevenueAmt0128157
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAMS AND MATERIALS INCLUDING THE ANNUAL CONFERENCE PROVIDED TO MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0194729
IRS990EZ/TotalRevenueAmt0174002
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SHAREHOLDERSERVICES.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 9,748.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MARKETING. AMOUNT: 612. DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 78,202. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 6,418. DESCRIPTION: INSURANCE. AMOUNT: 1,765. DESCRIPTION: SOFTWARE SUBSCRIPTIONS. AMOUNT: 5,415. DESCRIPTION: TRAVEL. AMOUNT: 3,123. DESCRIPTION: GIFTS/DONATIONS. AMOUNT: 1,124. TOTAL TO FORM 990-EZ, LINE 16: 96,659.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN ON SECURITIES. AMOUNT: 27,133.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DARIN NORMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07632534311
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAREHOLDER SERVICES ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0237152897
ReturnHeader/Filer/PhoneNum07632534311
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 HIGHWAY 169 SUITE 1101
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055426
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411399624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLINGSON & ELLINGSON LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05101 VERNON AVE S SUITE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055436
ReturnHeader/PreparerPersonGrp/PhoneNum09529290315
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICK ELLINGSON
ReturnHeader/ReturnTs02025-08-15T08:41:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.