Civic Intelligence

Shareholder Services Association Inc

990EZ • Fiscal year 2022 • EIN 23-7152897

Oct 01, 2021 to Sep 30, 2022 • Filed on Oct 04, 2023

Organization ProfileWWW.SHAREHOLDERSERVICES.ORG
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.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.00x

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

55th percentile

5.2%

Higher net margin than 55% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

40th percentile

-4.0%

Faster asset growth than 40% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

27%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$312,065

Down $13,013 (-4.0%) from 2021

Net Assets

Down

$312,065

Down $13,013 (-4.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin55th percentile

Revenue

Up

$178,814

Up $38,084 (+27%) from 2021

Expenses

Up

$169,562

Up $46,288 (+38%) from 2021

Net Income

Down

$9,252

Down $8,204 (-47%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2022

Assets$312,065
Liabilities$0
Net Assets$312,065
Open 2022 Filing

Operations Trend

Revenue Growth65th 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

2022

Revenue$178,814
Expenses$169,562
Net Income$9,252
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Oct 4, 2023
Return Version
2021v4.2
Gross Receipts
$189,165
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.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAMS AND MATERIALS INCLUDING THE ANNUAL CONFERENCE PROVIDED TO MEMBERS.$0$0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACEY BETSONDirector-$0--
KEVIN BURNSDirector-$0--
MARK GEREBDirector-$0--
MELISSA MCCARTHYDirector-$0--
DARIN NORMANDirector-$0--
SID RODRIGUEDirector-$0--
NICOLE MAUNEYPresident-$0--
LARRY KARPVice President-$0--
GAY KAYLORSecretary-$0--
KIM MCKIERNANTreasurer-$0--
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
2023-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Ellingson & Ellingson Ltd
Address
5101 VERNON AVE S, EDINA, MN 55436
Preparer
Erik J Ellingson
Phone
9529290315
Supplemental Narrative

Additional Explanations

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

“Description: investment income. Amount: 8,949.”

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

“Description: marketing. Amount: 2,644. Description: conferences and meetings. Amount: 59,480. Description: credit card fees. Amount: 7,377. Description: insurance. Amount: 1,660. Description: software subscriptions. Amount: 7,030. Description: travel. Amount: 3,250. Total to form 990-ez, line 16: 81,441.”

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

“Description: unrealized loss on securities. Amount: -22,265.”

Raw XML Appendix156 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHAREHOLDER SERVICES ASSOCIATION
IRS990EZ/BooksInCareOfDetail/PhoneNum07632534300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08441 WAYZATA BLVD SUITE 270
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055426
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0325078
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0312065
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt010351
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt09252
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt087846
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-10351
IRS990EZ/GrossReceiptsAmt0189165
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt066525
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0312065
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STACEY BETSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN BURNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK GEREB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DARIN NORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SID RODRIGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NICOLE MAUNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LARRY KARP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GAY KAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KIM MCKIERNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-22265
IRS990EZ/OtherExpensesTotalAmt081441
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE EDUCATION FOR CORPORATE TRANSFER AGENTS AND UPDATES ON LAWS & REGULATIONS THAT GOVERN CORPORATE TRANSFER AGENTS.
IRS990EZ/PrintingPublicationsPostageAmt0275
IRS990EZ/ProgramServiceRevenueAmt0113691
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/TotalExpensesAmt0169562
IRS990EZ/TotalRevenueAmt0178814
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SHAREHOLDERSERVICES.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 8,949.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MARKETING. AMOUNT: 2,644. DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 59,480. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 7,377. DESCRIPTION: INSURANCE. AMOUNT: 1,660. DESCRIPTION: SOFTWARE SUBSCRIPTIONS. AMOUNT: 7,030. DESCRIPTION: TRAVEL. AMOUNT: 3,250. TOTAL TO FORM 990-EZ, LINE 16: 81,441.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED LOSS ON SECURITIES. AMOUNT: -22,265.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM MCKIERNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07632534300
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAREHOLDER SERVICES ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0237152897
ReturnHeader/Filer/PhoneNum07632534300
ReturnHeader/Filer/USAddress/AddressLine1Txt08441 WAYZATA BLVD SUITE 270
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055426
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411399624
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/PreparationDt02023-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIK J ELLINGSON
ReturnHeader/ReturnTs02023-10-23T14:55:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCKIERNAN
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$312,065
Liabilities
$0
Net assets
$312,065
Revenue
$178,814
Expenses
$169,562
Net income
$9,252
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