Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2017 • EIN 39-1528079
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
11th percentile
Higher net margin than 11% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
16th percentile
Faster asset growth than 16% of similar nonprofits.
Revenue Growth
49th percentile
Faster revenue growth than 49% of similar nonprofits.
Assets
Down$76,819
Down $21,077 (-22%) from 2016
Net Assets
Down$76,819
Down $21,077 (-22%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue
Up$84,074
Up $56 (+0.1%) from 2016
Expenses
Down$105,151
Down $3,586 (-3.3%) from 2016
Net Income
Up-$21,077
Up $3,642 (+15%) from 2016
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
| 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 | $18,400 | $105,151 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Pete Mirek | President | - | $0 | - | - |
| Jack Miller | Vice President | - | $0 | - | - |
| Jodie Mrotek | Director | - | $0 | - | - |
| Josh Van Dreel | Director | - | $0 | - | - |
| Jon Decker | Director | - | $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.”
“Grantee Make A Difference Wisconsin Street 710 N Plakinton Ave Ste 310 City, State, Zip Milwaukee, WI 53203Amount 7,000Grantee Economics Wisconsin Street 7635 W Bluemound Rd Ste 106 City, State, Zip Milwaukee, WI 53213Amount 5,250Grantee Various Org indiv less than $5,000 Amount 6,150”
“Description AmountBank Fee 7Dues to National 5,150Insurance Premiums 1,367Prizes and Convention Gifts 14,637Website 2,130Annual Board event 1,428Annual Convention 48,134Brewers Event 8,374Regional and National conferences 2,345Packers Event 2,133”
“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.”
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 | Pete Mirek |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4142257371 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 825 N Jefferson St Ste 400 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Milwaukee |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53202 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 97896 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 76819 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -21077 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 970 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 97896 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 76819 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 18400 |
| IRS990EZ/GrossReceiptsAmt | 0 | 84074 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 84074 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 97896 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 76819 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 97896 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 76819 |
| 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 | Pete Mirek |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Jack Miller |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Jodie Mrotek |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Josh Van Dreel |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Jon Decker |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| 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 | 85705 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | See Schedule O |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 76 |
| 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 | 18400 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 105151 |
| 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 | 105151 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 105151 |
| IRS990EZ/TotalRevenueAmt | 0 | 84074 |
| 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 Make A Difference Wisconsin Street 710 N Plakinton Ave Ste 310 City, State, Zip Milwaukee, WI 53203Amount 7,000Grantee Economics Wisconsin Street 7635 W Bluemound Rd Ste 106 City, State, Zip Milwaukee, WI 53213Amount 5,250Grantee Various Org indiv less than $5,000 Amount 6,150 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description AmountBank Fee 7Dues to National 5,150Insurance Premiums 1,367Prizes and Convention Gifts 14,637Website 2,130Annual Board event 1,428Annual Convention 48,134Brewers Event 8,374Regional and National conferences 2,345Packers Event 2,133 |
| 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 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Pete Mirek |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4142257371 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-05-10 |
| 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 | A5FDC7A1224F3AFEFEE73DED43A6BE196021AD0A |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | A5FDC7A1224F3AFEFEE73DED43A6BE196021AD0A |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 3958392018136nvfnx1b |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2018-05-16 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 75.27.184.164 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-05-16 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 20:54:37 |
| 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 | 2018-05-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Jayson C Werra EA |
| ReturnHeader/ReturnTs | 0 | 2018-05-11T09:11:25-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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