Civic Intelligence

Security Traders Association of Wisconsin Inc

990EZ • Fiscal year 2010 • EIN 39-1528079

Jan 01, 2010 to Dec 31, 2010 • Filed on Nov 08, 2011

P O Box 51055253202
Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2010 filings • 501(c)6 • <$500k nonprofits • Source year 2010

Liabilities / Revenue

41st percentile

0.00x

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

2010 filings • 501(c)6 • <$500k nonprofits • Source year 2010

Net Margin

82nd percentile

18%

Higher net margin than 82% of similar nonprofits.

2010 filings • 501(c)6 • <$500k nonprofits • Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Assets

$91,374

No earlier filing loaded for comparison.

Net Assets

$91,374

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$135,354

No earlier filing loaded for comparison.

Expenses

$110,792

No earlier filing loaded for comparison.

Net Income

$24,562

No earlier filing loaded for comparison.

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

2010

Assets$91,374
Liabilities$0
Net Assets$91,374

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

2010

Revenue$135,354
Expenses$110,792
Net Income$24,562
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 8, 2011
Return Version
2010v3.4
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.

Filing and Contact Details

Filer

EIN
39-1528079
Raw XML Appendix124 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/ActivitiesNotPreviouslyRpt00
IRS990EZ/CashSavingsAndInvestments/BOY066812
IRS990EZ/CashSavingsAndInvestments/EOY091374
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear024562
IRS990EZ/FeesAndOthPymtToIndContractors010908
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrantsAndSimilarAmountsPaid010000
IRS990EZ/GrossReceipts0135354
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome08
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MembershipDues0135346
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY066812
IRS990EZ/NetAssetsOrFundBalancesBOY066812
IRS990EZ/NetAssetsOrFundBalances/EOY091374
IRS990EZ/NetAssetsOrFundBalancesEOY091374
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10777 E WISCONSIN AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11777 E WISCONSIN AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12777 E WISCONSIN AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0MILWAUKEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1MILWAUKEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2MILWAUKEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode053202
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode153202
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode253202
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0MATT WESSELS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1ANDREW HARBECK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JODIE MROTEK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRESIDENT/TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal089822
IRS990EZ/PrimaryExemptPurpose0THE PURPOSE IS TO PROVIDE MEMBERS WITH SOCIAL AND RECREATIONAL ACTIVITIES IN WHICH MEMBERS ARE ABLE TO MEET OTHERS IN THE SECURITIES & INVESTMENT INDUSTRY.
IRS990EZ/PrintingPublicationsPostage062
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0CONVENTIONS AND MEETINGS TO PROVIDE MEMBERS WITH SOCIAL AND RECREATIONAL ACTIVITIES IN WHICH MEMBERS ARE ABLE TO MEET OTHERS IN THE SECURITIES AND INVESTMENT INDUSTRY.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations010000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses0110792
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10777 E WISCONSIN AVENUE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0MILWAUKEE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0WI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode053201
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10BRIAN C SCHELLER RW BAIRD
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04142985197
IRS990EZ/TotalAssets/BOY066812
IRS990EZ/TotalAssets/EOY091374
IRS990EZ/TotalExpenses0110792
IRS990EZ/TotalProgramServiceExpenses0110792
IRS990EZ/TotalRevenue0135354
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/WebSite0N/A
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST INCOME 8..
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: . GRANTEE NAME: WISCONSIN COUNCIL ON ECONOMIC EDUCATION. GRANTEE ADDRESS: 7635 WEST BLUEMOUND ROAD MILWAUKEE, WI 53213. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/GeneralExplanation/Explanation2ACTIVITY CLASSIFICATION: . GRANTEE NAME: WISCONSIN SPEECH-LANGUAGE-HEARING ASSOCIATION GRANTEE NAME: WISCONSIN SPEECH-LANGUAGE-HEARING ASSOCIATION. GRANTEE ADDRESS: 424 GALLOWAY ST EAU CLAIRE, WI 54703. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 10,000.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: CONVENTIONS. AMOUNT: 44,034. DESCRIPTION: DUES. AMOUNT: 4,550. DESCRIPTION: AWARDS AND PRIZES. AMOUNT: 39,564. DESCRIPTION: INSURANCE. AMOUNT: 1,270. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 404. TOTAL TO FORM 990-EZ, LINE 16: 89,822.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/Declaration0THE 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/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0391528079
ReturnHeader/Filer/Name/BusinessNameLine10SECURITY TRADERS ASSOCIATION OF WISCONSIN INC
ReturnHeader/Filer/NameControl0SECU
ReturnHeader/Filer/Phone04147653625
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 510552
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053202
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-11-08
ReturnHeader/Officer/Name0MATT WESSELS
ReturnHeader/Officer/Phone04143906118
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02011-11-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BAKER TILLY VIRCHOW KRAUSE LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10115 SOUTH 84TH STREET SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053214
ReturnHeader/Preparer/Name0TROY E MARINE CPA
ReturnHeader/Preparer/Phone04147775500
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-11-08T08:40:29-06:00

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Filings