Civic Intelligence

Shareholder Services Association Inc

990EZ • Fiscal year 2023 • EIN 23-7152897

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 01, 2024

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

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-12%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-4.3%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

5.9%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$298,763

Down $13,302 (-4.3%) from 2022

Net Assets

Down

$298,763

Down $13,302 (-4.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin26th percentile

Revenue

Up

$189,295

Up $10,481 (+5.9%) from 2022

Expenses

Up

$211,276

Up $41,714 (+25%) from 2022

Net Income

Down

-$21,981

Down $31,233 (-338%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2023

Assets$298,763
Liabilities$0
Net Assets$298,763
Open 2023 Filing

Operations Trend

Revenue Growth50th 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

2023

Revenue$189,295
Expenses$211,276
Net Income-$21,981
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 1, 2024
Return Version
2022v5.0
Gross Receipts
$195,418
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 Pay73rd 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
2024-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Ellingson & Ellingson Ltd
Address
5101 VERNON AVE S SUITE 501, 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: 9,353.”

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

“Description: marketing. Amount: 8,233. Description: conferences and meetings. Amount: 91,309. Description: credit card fees. Amount: 6,416. Description: insurance. Amount: 1,711. Description: software subscriptions. Amount: 5,126. Description: travel. Amount: 7,611. Description: gifts/donations. Amount: 500. Total to form 990-ez, line 16: 120,906.”

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

“Description: unrealized gain on securities. Amount: 8,679.”

Raw XML Appendix157 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/PhoneNum07632534300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08441 WAYZATA BLVD SUITE 270
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055426
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0312065
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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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/OtherChangesInNetAssetsAmt08679
IRS990EZ/OtherExpensesTotalAmt0120906
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/PrintingPublicationsPostageAmt016
IRS990EZ/ProgramServiceRevenueAmt0135390
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/TotalExpensesAmt0211276
IRS990EZ/TotalRevenueAmt0189295
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SHAREHOLDERSERVICES.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 9,353.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MARKETING. AMOUNT: 8,233. DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 91,309. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 6,416. DESCRIPTION: INSURANCE. AMOUNT: 1,711. DESCRIPTION: SOFTWARE SUBSCRIPTIONS. AMOUNT: 5,126. DESCRIPTION: TRAVEL. AMOUNT: 7,611. DESCRIPTION: GIFTS/DONATIONS. AMOUNT: 500. TOTAL TO FORM 990-EZ, LINE 16: 120,906.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN ON SECURITIES. AMOUNT: 8,679.
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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM MCKIERNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07632534300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-01
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/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/PreparationDt02024-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIK J ELLINGSON
ReturnHeader/ReturnTs02024-02-01T11:37:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCKIERNAN
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$298,763
Liabilities
$0
Net assets
$298,763
Revenue
$189,295
Expenses
$211,276
Net income
-$21,981
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