Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Security Traders Association of Wisconsin Inc
990EZ • Fiscal year 2018 • EIN 39-1528079
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
9th percentile
Higher net margin than 9% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
10th percentile
Faster asset growth than 10% of similar nonprofits.
Revenue Growth
41st percentile
Faster revenue growth than 41% of similar nonprofits.
Balance Sheet
Assets
Down$52,384
Down $24,435 (-32%) from 2017
Net Assets
Down$52,384
Down $24,435 (-32%) from 2017
Liabilities
Flat$0
Flat from 2017
Revenue And Expenses
Revenue
Down$81,690
Down $2,384 (-2.8%) from 2017
Expenses
Up$106,125
Up $974 (+0.9%) from 2017
Net Income
Down-$24,435
Down $3,358 (-16%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- Apr 30, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $81,690
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
| Description | Grants | Expenses |
|---|---|---|
| Conventions and meetings to provide members with social and recreational activities in which members can meet others in the securities and investment industry | $16,120 | $90,004 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Pete Mirek | Director | - | $0 | - | - |
| Kurt Kujawa | President | - | $0 | - | - |
| Nora Nicols | Vice President | - | $0 | - | - |
| Paul Joseph | Director | - | $0 | - | - |
| Jon Decker | Director | - | $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
- Director
- Phone
- 4142257371
- Signed
- 2019-04-30
- 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 Secure Futures Street 710 N Plakinton Ave Ste 1400 City, State, Zip Milwaukee, WI 53203Amount 7,500Grantee Various Org indiv less than $5,000 Amount 8,620”
Description of other expenses Part I line 16
“Description AmountBank Fee 22Dues to National 4,650Insurance Premiums 1,435Prizes and Convention Gifts 22,227Website 2,130Annual Board event 1,519Annual Convention 47,773Brewers Event 8,930Regional and National conferences 662”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Pete Mirek |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4142257371 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 825 N Jefferson St Ste 400 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Milwaukee |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53202 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 76819 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 52384 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -24435 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 575 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 76819 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 52384 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 16120 |
| IRS990EZ/GrossReceiptsAmt | 0 | 81690 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 81690 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 76819 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 52384 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 76819 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 52384 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Pete Mirek |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Kurt Kujawa |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Nora Nicols |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Paul Joseph |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Jon Decker |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 89348 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | See Schedule O |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 82 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Conventions and meetings to provide members with social and recreational activities in which members can meet others in the securities and investment industry |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 16120 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 90004 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 106125 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 90004 |
| IRS990EZ/TotalRevenueAmt | 0 | 81690 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | http://stawisconsin.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Grantee Secure Futures Street 710 N Plakinton Ave Ste 1400 City, State, Zip Milwaukee, WI 53203Amount 7,500Grantee Various Org indiv less than $5,000 Amount 8,620 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description AmountBank Fee 22Dues to National 4,650Insurance Premiums 1,435Prizes and Convention Gifts 22,227Website 2,130Annual Board event 1,519Annual Convention 47,773Brewers Event 8,930Regional and National conferences 662 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | General explanation attachment |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Personal benefit contract statement Part V |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Pete Mirek |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Director |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4142257371 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-04-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Security Traders Association of Wisconsin Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SECU |
| ReturnHeader/Filer/EIN | 0 | 391528079 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 510552 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Milwaukee |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 53202 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | A5FDC7A1224F3AFEFEE73DED43A6BE196021AD0A |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | A5FDC7A1224F3AFEFEE73DED43A6BE196021AD0A |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 39583920191244cc3mt2 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2019-05-04 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 138.128.33.242 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-05-04 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 18:39:24 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 274423459 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JCW Tax & Accounting LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 12603 W Cleveland Ave |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | New Berlin |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 53151 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2622993772 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-05-01 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Jayson C Werra EA |
| ReturnHeader/ReturnTs | 0 | 2019-05-01T09:28:03-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $52,384
- Liabilities
- $0
- Net assets
- $52,384
- Revenue
- $81,690
- Expenses
- $106,125
- Net income
- -$24,435