Civic Intelligence

Security Traders Association of Wisconsin Inc

990EZ • Fiscal year 2017 • EIN 39-1528079

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

PO Box 510552Milwaukee, WI 53202

(414) 225-7371

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

11th percentile

-25%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

16th percentile

-22%

Faster asset growth than 16% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

0.1%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

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

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2010: $91,374Liabilities 2010: $0Net Assets 2010: $91,3742010Assets 2011: $109,118Liabilities 2011: $0Net Assets 2011: $109,1182011Assets 2012: $125,576Liabilities 2012: $0Net Assets 2012: $125,5762012Assets 2013: $137,475Liabilities 2013: $0Net Assets 2013: $137,4752013Assets 2014: $139,299Liabilities 2014: $0Net Assets 2014: $139,2992014Assets 2015: $122,615Liabilities 2015: $0Net Assets 2015: $122,6152015Assets 2016: $97,896Liabilities 2016: $0Net Assets 2016: $97,8962016Assets 2017: $76,819Liabilities 2017: $0Net Assets 2017: $76,8192017Assets 2018: $52,384Liabilities 2018: $0Net Assets 2018: $52,3842018Assets 2019: $54,884Liabilities 2019: $0Net Assets 2019: $54,8842019

Highlighted filing

2017

Assets$76,819
Liabilities$0
Net Assets$76,819

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $135,354Expenses 2010: $110,792Net Income 2010: $24,5622010Revenue 2011: $141,586Expenses 2011: $123,842Net Income 2011: $17,7442011Revenue 2012: $130,787Expenses 2012: $114,329Net Income 2012: $16,4582012Revenue 2013: $137,176Expenses 2013: $125,277Net Income 2013: $11,8992013Revenue 2014: $97,113Expenses 2014: $95,289Net Income 2014: $1,8242014Revenue 2015: $77,883Expenses 2015: $94,567Net Income 2015: -$16,6842015Revenue 2016: $84,018Expenses 2016: $108,737Net Income 2016: -$24,7192016Revenue 2017: $84,074Expenses 2017: $105,151Net Income 2017: -$21,0772017Revenue 2018: $81,690Expenses 2018: $106,125Net Income 2018: -$24,4352018Revenue 2019: $68,415Expenses 2019: $65,915Net Income 2019: $2,5002019

Highlighted filing

2017

Revenue$84,074
Expenses$105,151
Net Income-$21,077
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Gross Receipts
$84,074
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

DescriptionGrantsExpenses
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pete MirekPresident-$0--
Jack MillerVice President-$0--
Jodie MrotekDirector-$0--
Josh Van DreelDirector-$0--
Jon DeckerDirector-$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
Pete Mirek
Title
President
Phone
4142257371
Signed
2018-05-10
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 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 of other expenses Part I line 16

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

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 Appendix130 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Pete Mirek
IRS990EZ/BooksInCareOfDetail/PhoneNum04142257371
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0825 N Jefferson St Ste 400
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Milwaukee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097896
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076819
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21077
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0970
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097896
IRS990EZ/Form990TotalAssetsGrp/EOYAmt076819
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018400
IRS990EZ/GrossReceiptsAmt084074
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt084074
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097896
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076819
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097896
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076819
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Pete Mirek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jack Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jodie Mrotek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Josh Van Dreel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jon Decker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt085705
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/PrintingPublicationsPostageAmt076
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Conventions and meetings to provide members with social and recreational activities in which members can meet others in the securities and investment industry
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0105151
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0105151
IRS990EZ/TotalProgramServiceExpensesAmt0105151
IRS990EZ/TotalRevenueAmt084074
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://stawisconsin.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 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/ExplanationTxt1Grantee 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/ExplanationTxt2Description 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/ExplanationTxt3The 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/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Personal benefit contract statement Part V
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Pete Mirek
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04142257371
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Security Traders Association of Wisconsin Inc
ReturnHeader/Filer/BusinessNameControlTxt0SECU
ReturnHeader/Filer/EIN0391528079
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 510552
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A5FDC7A1224F3AFEFEE73DED43A6BE196021AD0A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A5FDC7A1224F3AFEFEE73DED43A6BE196021AD0A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03958392018136nvfnx1b
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.27.184.164
ReturnHeader/FilingSecurityInformation/IPDt02018-05-16
ReturnHeader/FilingSecurityInformation/IPTm020:54:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274423459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JCW Tax & Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012603 W Cleveland Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Berlin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053151
ReturnHeader/PreparerPersonGrp/PhoneNum02622993772
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jayson C Werra EA
ReturnHeader/ReturnTs02018-05-11T09:11:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits