Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Security Traders Association of Wisconsin Inc
EIN 39-1528079 • 501(c)6 • Milwaukee, WI
Profile
The purpose is to provide members with social and recreational activities in which members are able to meet others in the securities & investment industry.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
51st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
56th percentile
Higher net margin than 56% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
62nd percentile
Faster asset growth than 62% of similar nonprofits.
Revenue Growth
29th percentile
Faster revenue growth than 29% of similar nonprofits.
Balance Sheet
Assets
Up$54,884
Up $2,500 (+4.8%) from 2018
Liabilities
Flat$0
Flat from 2018
Net Assets
Up$54,884
Up $2,500 (+4.8%) from 2018
Revenue
Down$68,415
Down $13,275 (-16%) from 2018
Expenses
Down$65,915
Down $40,210 (-38%) from 2018
Net Income
Up$2,500
Up $26,935 (+110%) from 2018
Trend Graphs
Filings
Most recent year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $54,884
- Liabilities
- $0
- Net assets
- $54,884
- Revenue
- $68,415
- Expenses
- $65,915
- Net income
- $2,500
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2019 to Dec 31, 2019
- Signed
- Jul 14, 2020
- Return Version
- 2019v5.1
- Gross Receipts
- $68,415
Mission and Program Overview
Mission
The purpose is to provide members with social and recreational activities in which members are able to meet others in the securities & investment industry.
See Schedule O
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Conventions and meetings to provide members with social and recreational activities in which members can meet others in the securities and investment industry. | $6,700 | $59,215 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Amy Wiedmeyer | Tresurer | - | $0 | - | - |
| Nora Nicols | President | - | $0 | - | - |
| Paul Joseph | Vice President | - | $0 | - | - |
| Jon Decker | Director | - | $0 | - | - |
| Jack Miller | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Security Traders Association of Wisconsin Inc
- EIN
- 39-1528079
- Address
- PO Box 510552, Milwaukee, WI 53202
Signing Officer
- Name
- Amy Wiedmeyer
- Title
- Treasurer
- Phone
- 4142257371
- Signed
- 2020-07-14
- Discuss with paid preparer
- Yes
Preparer
- Firm
- JCW Tax & Accounting LLC
- Address
- 12603 W Cleveland Ave, New Berlin, WI 53151
- Preparer
- Jayson C Werra EA
- Phone
- 2622993772
Supplemental Narrative
Additional Explanations
General explanation attachment
“Form 990-EZ, Part III Primary Exempt Purpose - The purpose is to provide members with social and recreational activities in which members can meet others in the securities and investment industry.”
List of grants and similar amounts paid Part I line 10
“Grantee Secure Futures Street 710 N Plakinton Ave Ste 1400 City, State, Zip Milwaukee, WI 53203Amount 4,000Grantee Various Org indiv less than $5,000 Amount 2,700”
Description of other expenses Part I line 16
“Description AmountAnnual Convention 30,585Dues to National 4,100Insurance Premiums 1,442Prizes and Convention Gifts 16,719Website 227Brewers Event 5,455”
Personal benefit contract statement Part V
“The 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.”
Raw XML Appendix129 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Amy Wiedmeyer |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4142257371 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 510552 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Milwaukee |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53202 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 52384 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 54884 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 2500 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 595 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 52384 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 54884 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 6700 |
| IRS990EZ/GrossReceiptsAmt | 0 | 68415 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 68415 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 52384 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 54884 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 52384 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 54884 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Amy Wiedmeyer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Nora Nicols |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Paul Joseph |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Jon Decker |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Jack Miller |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Tresurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 58528 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | See Schedule O |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 92 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Conventions and meetings to provide members with social and recreational activities in which members can meet others in the securities and investment industry. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 6700 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 59215 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 65915 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 59215 |
| IRS990EZ/TotalRevenueAmt | 0 | 68415 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | http://stawisconsin.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Form 990-EZ, Part III Primary Exempt Purpose - The purpose is to provide members with social and recreational activities in which members can meet others in the securities and investment industry. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Grantee Secure Futures Street 710 N Plakinton Ave Ste 1400 City, State, Zip Milwaukee, WI 53203Amount 4,000Grantee Various Org indiv less than $5,000 Amount 2,700 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description AmountAnnual Convention 30,585Dues to National 4,100Insurance Premiums 1,442Prizes and Convention Gifts 16,719Website 227Brewers Event 5,455 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | The 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | General explanation attachment |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Personal benefit contract statement Part V |
| ReturnHeader/BuildTS | 0 | 2020-09-22 18:59:49Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Amy Wiedmeyer |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4142257371 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-07-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Security Traders Association of Wisconsin Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SECU |
| ReturnHeader/Filer/EIN | 0 | 391528079 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 510552 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Milwaukee |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 53202 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 2182EBE651CC85660B1F536148DAE474E3766BA7 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 2182EBE651CC85660B1F536148DAE474E3766BA7 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 3958392020196n32z2c2 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2020-07-14 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 72.133.193.169 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-07-14 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:02:00 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 274423459 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JCW Tax & Accounting LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 12603 W Cleveland Ave |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | New Berlin |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 53151 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2622993772 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-07-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Jayson C Werra EA |
| ReturnHeader/ReturnTs | 0 | 2020-07-14T11:29:14-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.