Civic Intelligence

Security Traders Association of Wisconsin Inc

990EZ • Fiscal year 2016 • EIN 39-1528079

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

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

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

9th percentile

-29%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

16th percentile

-20%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

7.9%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$97,896

Down $24,719 (-20%) from 2015

Net Assets

Down

$97,896

Down $24,719 (-20%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin9th percentile

Revenue

Up

$84,018

Up $6,135 (+7.9%) from 2015

Expenses

Up

$108,737

Up $14,170 (+15%) from 2015

Net Income

Down

-$24,719

Down $8,035 (-48%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2016

Assets$97,896
Liabilities$0
Net Assets$97,896
Open 2016 Filing

Operations Trend

Revenue Growth65th 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

2016

Revenue$84,018
Expenses$108,737
Net Income-$24,719
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$84,018
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.$14,649$108,737
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK MILLERPresident/Treasurer-$0--
PETE MIREKVice President-$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
Jack Miller
Title
Vice President
Phone
4142987744
Signed
2017-05-10
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: 5.”

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: 7,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: economics wisconsin. Grantee address: 7635 w. Bluemound road, ste 106 milwaukee, wi 53213. Amount given: 6,090.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: bloom 360. Grantee address: 320 east buffalo street, ste 400 milwaukee, wi 53202. Amount given: 1,559. Total included on form 990-ez, line 10: 14,649.”

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

“Description: conventions. Amount: 30,815. Description: dues. Amount: 5,300. Description: awards and prizes. Amount: 32,042. Description: insurance. Amount: 1,336. Description: bank service charges. Amount: 286. Description: other expenses. Amount: 11,596. Description: harley museum reservation. Amount: 9,703. Total to form 990-ez, line 16: 91,078.”

Raw XML Appendix138 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/BusinessNameLine1Txt0JACK MILLER 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/BOYAmt0122615
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt097896
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-24719
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02940
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0122615
IRS990EZ/Form990TotalAssetsGrp/EOYAmt097896
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014649
IRS990EZ/GrossReceiptsAmt084018
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt084013
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0122615
IRS990EZ/NetAssetsOrFundBalancesEOYAmt097896
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0122615
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt097896
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACK MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETE MIREK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JODIE MROTEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSHUA VAN DREEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JON DEKKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVE RINGBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt091078
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/PrintingPublicationsPostageAmt070
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/GrantsAndAllocationsAmt014649
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0108737
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0108737
IRS990EZ/TotalProgramServiceExpensesAmt0108737
IRS990EZ/TotalRevenueAmt084018
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: MAKE A DIFFERENCE WISCONSIN. GRANTEE ADDRESS: 710 N. PLANKINTON AVE., SUITE 310 MILWAUKEE, WI 53203. AMOUNT GIVEN: 7,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: ECONOMICS WISCONSIN. GRANTEE ADDRESS: 7635 W. BLUEMOUND ROAD, STE 106 MILWAUKEE, WI 53213. AMOUNT GIVEN: 6,090.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: BLOOM 360. GRANTEE ADDRESS: 320 EAST BUFFALO STREET, STE 400 MILWAUKEE, WI 53202. AMOUNT GIVEN: 1,559. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 14,649.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: CONVENTIONS. AMOUNT: 30,815. DESCRIPTION: DUES. AMOUNT: 5,300. DESCRIPTION: AWARDS AND PRIZES. AMOUNT: 32,042. DESCRIPTION: INSURANCE. AMOUNT: 1,336. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 286. DESCRIPTION: OTHER EXPENSES. AMOUNT: 11,596. DESCRIPTION: HARLEY MUSEUM RESERVATION. AMOUNT: 9,703. TOTAL TO FORM 990-EZ, LINE 16: 91,078.
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04142987744
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FC291E00EDC6CE15C22AD045E9D90E0D24B72456
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.82.115
ReturnHeader/FilingSecurityInformation/IPDt02017-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:04:54
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/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY MARINE CPA
ReturnHeader/ReturnTs02017-05-10T15:33:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,896
Liabilities
$0
Net assets
$97,896
Revenue
$84,018
Expenses
$108,737
Net income
-$24,719
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)6 • <$500k nonprofits