Civic Intelligence

Security Traders Association of Wisconsin Inc

990EZ • Fiscal year 2015 • EIN 39-1528079

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 14, 2016

Organization ProfileN/A
P O Box 510552Milwaukee, WI 53202

(414) 765-3625

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.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

12th percentile

-21%

Higher net margin than 12% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

23rd percentile

-12%

Faster asset growth than 23% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-20%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$122,615

Down $16,684 (-12%) from 2014

Net Assets

Down

$122,615

Down $16,684 (-12%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin12th percentile

Revenue

Down

$77,883

Down $19,230 (-20%) from 2014

Expenses

Down

$94,567

Down $722 (-0.8%) from 2014

Net Income

Down

-$16,684

Down $18,508 (-1015%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

2015

Assets$122,615
Liabilities$0
Net Assets$122,615
Open 2015 Filing

Operations Trend

Revenue Growth16th percentile

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

2015

Revenue$77,883
Expenses$94,567
Net Income-$16,684
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 14, 2016
Return Version
2015v2.1
Gross Receipts
$77,883
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

DescriptionGrantsExpenses
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.$6,000$94,597
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan VostersPresident-$0--
Pete MirekVice President-$0--
Matt BaneTreasurer-$0--
Jodie MrotekDirector-$0--
Joshua Van DreelDirector-$0--
Jon DekkerDirector-$0--
Dave RingbergDirector-$0--
Filing and Contact Details

Filer

Filer Name
Security Traders Association of
EIN
39-1528079
Phone
4147653625
Address
P O Box 510552, Milwaukee, WI 53202

Signing Officer

Name
Jonathan Dekker
Title
Vice President/Treasurer
Phone
4142987744
Signed
2016-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Virchow Krause LLP
Address
777 E Wisconsin Avenue 32nd Floor, Milwaukee, WI 53202
Preparer
Troy Marine CPA
Phone
4147775500
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: INTEREST INCOME. Amount: 13.”

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. Amount Given: 6,000.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: CONVENTIONS. Amount: 43,138. Description: DUES. Amount: 5,350. Description: AWARDS AND PRIZES. Amount: 11,061. Description: INSURANCE. Amount: 1,331. Description: BANK SERVICE CHARGES. Amount: 618. Description: Other Expenses. Amount: 12,943. Description: Harley Museum Reservation. Amount: 10,952. Total to Form 990-EZ, line 16: 85,393.”

Raw XML Appendix133 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Jonathan Dekker RW Baird
IRS990EZ/BooksInCareOfDetail/PhoneNum04142987744
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0777 E Wisconsin Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Milwaukee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0139299
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0122615
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-16684
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03085
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0122615
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06000
IRS990EZ/GrossReceiptsAmt077883
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt077870
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0139299
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0122615
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0139299
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0122615
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dan Vosters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Pete Mirek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Matt Bane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jodie Mrotek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Joshua Van Dreel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jon Dekker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Dave Ringberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1vice president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt085393
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE IS TO PROVIDE MEMBERS WITH SOCIAL AND RECREATIONAL ACTIVITIES IN WHICH MEMBERS ARE ABLE TO MEET OTHERS IN THE SECURITIES & INVESTMENT INDUSTRY.
IRS990EZ/PrintingPublicationsPostageAmt089
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONVENTIONS 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/GrantsAndAllocationsAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt094597
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt094567
IRS990EZ/TotalProgramServiceExpensesAmt094597
IRS990EZ/TotalRevenueAmt077883
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 13.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: . Grantee Name: Make a Difference Wisconsin. Grantee Address: 710 N. Plankinton Ave., Suite 310 Milwaukee, WI 53203. Amount Given: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: CONVENTIONS. Amount: 43,138. Description: DUES. Amount: 5,350. Description: AWARDS AND PRIZES. Amount: 11,061. Description: INSURANCE. Amount: 1,331. Description: BANK SERVICE CHARGES. Amount: 618. Description: Other Expenses. Amount: 12,943. Description: Harley Museum Reservation. Amount: 10,952. Total to Form 990-EZ, line 16: 85,393.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The 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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jonathan Dekker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President/Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04142987744
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Security Traders Association of
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Wisconsin Inc
ReturnHeader/Filer/BusinessNameControlTxt0SECU
ReturnHeader/Filer/EIN0391528079
ReturnHeader/Filer/PhoneNum04147653625
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 510552
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Tilly Virchow Krause LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E Wisconsin Avenue 32nd Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04147775500
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Troy Marine CPA
ReturnHeader/ReturnTs02016-03-14T19:16:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,615
Liabilities
$0
Net assets
$122,615
Revenue
$77,883
Expenses
$94,567
Net income
-$16,684
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.68$0.66$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.82$1.06$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.84$1.05$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.84$1.09$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.78$0.95$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.97$0.95$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$1.37$1.25$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$1.31$1.14$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$1.42$1.24$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$1.35$1.11$0.25