Civic Intelligence

Shareholder Services Association Inc

990 • Fiscal year 2021 • EIN 23-7152897

Oct 01, 2020 to Sep 30, 2021 • Filed on Jun 07, 2022

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

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

57th percentile

12%

Higher net margin than 57% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

42nd percentile

2.4%

Faster asset growth than 42% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

65%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$325,078

Up $7,528 (+2.4%) from 2020

Net Assets

Up

$325,078

Up $7,528 (+2.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin57th percentile

Revenue

Up

$140,730

Up $55,675 (+65%) from 2020

Expenses

Up

$123,274

Up $7,684 (+6.6%) from 2020

Net Income

Up

$17,456

Up $47,991 (+157%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

2021

Assets$325,078
Liabilities$0
Net Assets$325,078
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

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

2021

Revenue$140,730
Expenses$123,274
Net Income$17,456
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jun 7, 2022
Return Version
2020v4.2
Gross Receipts
$283,043
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
Investments in Publicly Traded Securities$118,451$200,984▲ $82,533
Cash and Non-Interest-Bearing Accounts$199,099$124,094▼ $75,005
Total Assets$317,550$325,078▲ $7,528
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$317,550$325,078▲ $7,528
Total Net Assets Fund Balance$317,550$325,078▲ $7,528
Total Liabilities and Net Assets / Fund Balance$317,550$325,078▲ $7,528
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Kim HanlonPresident
Mark GerebVice President
Kevin BurnsDirector
Larry KarpDirector
Melissa MccarthyDirector
Nicole MauneyDirector
Sid RodrigueDirector
Stacey BetsonDirector
Gay KaylorSecretary
Kim MckiernanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$111,460
Investment Income
$29,270
Other Revenue
$0
Change in Net Assets
$17,456
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$123,274
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---$82,788
Conferences and Meetings---$20,100
Information Technology---$5,876
Advertising---$3,256
Office Expenses---$2,235
Fees for Service Investment Mgmnt Fees---$1,810
Insurance---$1,612
Other Expenses---$1,205
Fees for Services Accounting---$950
Fees for Services Legal---$319
Total Functional Expenses$0$0$0$123,274
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
2022-06-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Mckiernan
Formed
2006
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
35

Preparer

Firm
Ellingson & Ellingson Ltd
Address
5101 VERNON AVE S, EDINA, MN 55436
Preparer
Erik J Ellingson
Phone
9529290315
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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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ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIK J ELLINGSON
ReturnHeader/ReturnTs02022-06-08T08:21:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCKIERNAN
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$325,078
Liabilities
$0
Net assets
$325,078
Revenue
$140,730
Expenses
$123,274
Net income
$17,456
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