Civic Intelligence

Shareholder Services Association Inc

990 • Fiscal year 2020 • EIN 23-7152897

Oct 01, 2019 to Sep 30, 2020 • Filed on Jul 28, 2021

Organization ProfileN/A
8441 Wayzata Blvd Suite 270Minneapolis, MN 55426

(763) 253-4300

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

15th percentile

-36%

Higher net margin than 15% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

$317,550

No earlier filing loaded for comparison.

Net Assets

$317,550

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin15th percentile

Revenue

$85,055

No earlier filing loaded for comparison.

Expenses

$115,590

No earlier filing loaded for comparison.

Net Income

-$30,535

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$317,550
Liabilities$0
Net Assets$317,550
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$85,055
Expenses$115,590
Net Income-$30,535
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jul 28, 2021
Return Version
2019v5.2
Gross Receipts
$85,055
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$233,837$199,099▼ $34,738
Investments in Publicly Traded Securities$110,913$118,451▲ $7,538
Total Assets$344,750$317,550▼ $27,200
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$344,750$317,550▼ $27,200
Total Net Assets Fund Balance$344,750$317,550▼ $27,200
Total Liabilities and Net Assets / Fund Balance$344,750$317,550▼ $27,200
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Kim HanlonPresident
Mark GerebVice President
Gay KaylorDirector
John BuonomoDirector
Larry KarpDirector
Melissa MccarthyDirector
Michael RyanDirector
Nicole MauneyDirector
Sid RodrigueDirector
Stacey BetsonDirector
Keith EckeSecretary
Kim MckiernanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$76,973
Investment Income
$8,082
Other Revenue
$0
Change in Net Assets
$-30,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$115,590
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$75,000
Conferences and Meetings---$16,032
Information Technology---$5,996
Office Expenses---$4,677
Fees for Services Accounting---$2,450
Other Expenses---$1,614
Insurance---$1,592
Advertising---$1,556
Fees for Service Investment Mgmnt Fees---$1,379
Fees for Services Legal---$313
Total Functional Expenses$0$0$0$115,590
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Members elect the board of directors”

Form 990, Part VI, Section A, Line 8B

“Only the board of directors have this power”

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the audit committee & the board of directors”

Form 990, Part VI, Section B, Line 12C

“It is reviewed on a monthly basis”

Form 990, Part VI, Section C, Line 19

“The organizations governing documents and financial statements are provided upon written request made to the organization at the organization's place of business.”

Filing and Contact Details

Filer

Filer Name
Shareholder Services Association Inc
EIN
23-7152897
Phone
7632534300
Address
8441 WAYZATA BLVD SUITE 270, MINNEAPOLIS, MN 55426

Signing Officer

Name
Kim Mckiernan
Title
Treasurer
Phone
7632534300
Signed
2021-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Mckiernan
Formed
2006
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
35

Preparer

Firm
Ellingson & Ellingson Ltd
Address
5101 VERNON AVE S, EDINA, MN 55436
Preparer
Erik J Ellingson
Phone
9529290315
Raw XML Appendix329 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/ExplanationTxt1ONLY THE BOARD OF DIRECTORS HAVE THIS POWER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS REVIEWED BY THE AUDIT COMMITTEE & THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IT IS REVIEWED ON A MONTHLY BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST MADE TO THE ORGANIZATION AT THE ORGANIZATION'S PLACE OF BUSINESS.
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLINGSON & ELLINGSON LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05101 VERNON AVE S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055436
ReturnHeader/PreparerPersonGrp/PhoneNum09529290315
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIK J ELLINGSON
ReturnHeader/ReturnTs02021-07-30T09:48:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$317,550
Liabilities
$0
Net assets
$317,550
Revenue
$85,055
Expenses
$115,590
Net income
-$30,535
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