Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Security Traders Association of Wisconsin Inc
990EZ • Fiscal year 2013 • EIN 39-1528079
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
48th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
66th percentile
Higher net margin than 66% of similar nonprofits.
Top Officer Pay
67th percentile
Higher top officer pay than 67% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
63rd percentile
Faster asset growth than 63% of similar nonprofits.
Revenue Growth
57th percentile
Faster revenue growth than 57% of similar nonprofits.
Balance Sheet
Assets
Up$137,475
Up $11,899 (+9.5%) from 2012
Net Assets
Up$137,475
Up $11,899 (+9.5%) from 2012
Liabilities
Flat$0
Flat from 2012
Revenue And Expenses
Revenue
Up$137,176
Up $6,389 (+4.9%) from 2012
Expenses
Up$125,277
Up $10,948 (+9.6%) from 2012
Net Income
Down$11,899
Down $4,559 (-28%) from 2012
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- Feb 19, 2014
- Return Version
- 2013v3.0
- Gross Receipts
- $137,176
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.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| CONVENTIONS AND MEETINGS TO PROVIDE MEMBERS WITH SOCIAL AND RECREATIONAL ACTIVITIES IN WHICH MEMBERS ARE ABLE TO MEET OTHERS IN THE SECURITIES AND INVESTMENT INDUSTRY. | $10,000 | $125,277 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SCOTT TUCKER | President | - | $0 | - | - |
| DREW HARBECK | Vice President | - | $0 | - | - |
| JON DEKKER | Secretary/Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 39-1528079
- Phone
- 4147653625
Signing Officer
- Name
- Scott Tucker
- Title
- President
- Phone
- 4142985155
- Signed
- 2014-02-19
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Troy E Marine CPA
- Phone
- 4147775500
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 12.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: economics wisconsin. Grantee address: 7635 west bluemound road milwaukee, wi 53213. Date of gift: 03/01/13. Amount given: 5,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: make a difference wisconsin. Grantee address: 710 n. Plankinton ave., suite 310 milwaukee, wi 53203. Date of gift: 06/01/13. Amount given: 5,000. Total included on form 990-ez, line 10: 10,000.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: conventions. Amount: 59,210. Description: dues. Amount: 5,050. Description: awards and prizes. Amount: 30,890. Description: insurance. Amount: 1,284. Description: bank service charges. Amount: 670. Description: other expenses. Amount: 14,192. Description: sales tax. Amount: 966. Total to form 990-ez, line 16: 112,262.”
Raw XML Appendix109 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 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | SCOTT TUCKER RW BAIRD |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4142985155 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 777 E WISCONSIN AVENUE |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | MILWAUKEE |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 53202 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 125576 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 137475 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 11899 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2935 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 125576 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 137475 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 10000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 137176 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 12 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 137164 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 125576 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 137475 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 125576 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 137475 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SCOTT TUCKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DREW HARBECK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JON DEKKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY/TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 112262 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PURPOSE IS TO PROVIDE MEMBERS WITH SOCIAL AND RECREATIONAL ACTIVITIES IN WHICH MEMBERS ARE ABLE TO MEET OTHERS IN THE SECURITIES & INVESTMENT INDUSTRY. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 80 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | CONVENTIONS 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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 10000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 125277 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 125277 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 125277 |
| IRS990EZ/TotalRevenueAmt | 0 | 137176 |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 12. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: ECONOMICS WISCONSIN. GRANTEE ADDRESS: 7635 WEST BLUEMOUND ROAD MILWAUKEE, WI 53213. DATE OF GIFT: 03/01/13. AMOUNT GIVEN: 5,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: MAKE A DIFFERENCE WISCONSIN. GRANTEE ADDRESS: 710 N. PLANKINTON AVE., SUITE 310 MILWAUKEE, WI 53203. DATE OF GIFT: 06/01/13. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 10,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: CONVENTIONS. AMOUNT: 59,210. DESCRIPTION: DUES. AMOUNT: 5,050. DESCRIPTION: AWARDS AND PRIZES. AMOUNT: 30,890. DESCRIPTION: INSURANCE. AMOUNT: 1,284. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 670. DESCRIPTION: OTHER EXPENSES. AMOUNT: 14,192. DESCRIPTION: SALES TAX. AMOUNT: 966. TOTAL TO FORM 990-EZ, LINE 16: 112,262. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | 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. |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SCOTT TUCKER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4142985155 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-02-19 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | SECURITY TRADERS ASSOCIATION OF WISCONSIN INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SECU |
| ReturnHeader/Filer/EIN | 0 | 391528079 |
| ReturnHeader/Filer/PhoneNum | 0 | 4147653625 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | P O BOX 510552 |
| ReturnHeader/Filer/USAddress/City | 0 | MILWAUKEE |
| ReturnHeader/Filer/USAddress/State | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 53202 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 390859910 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | BAKER TILLY VIRCHOW KRAUSE LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 777 E WISCONSIN AVENUE 32ND FLOOR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | MILWAUKEE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 53202 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4147775500 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-02-19 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TROY E MARINE CPA |
| ReturnHeader/ReturnTs | 0 | 2014-03-04T16:02:34-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $137,475
- Liabilities
- $0
- Net assets
- $137,475
- Revenue
- $137,176
- Expenses
- $125,277
- Net income
- $11,899