Civic Intelligence

Minnesota Securities Dealers Association Inc Msda

990EZ • Fiscal year 2014 • EIN 41-1489645

Dec 01, 2013 to Nov 30, 2014 • Filed on Jan 29, 2015

C/O Crc 5858 Park AvenueMinneapolis, MN 55417

(612) 378-0551

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.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

13th percentile

-18%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

25th percentile

-10%

Faster asset growth than 25% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

41st percentile

-2.2%

Faster revenue growth than 41% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$290,008

Down $32,601 (-10%) from 2013

Net Assets

Down

$290,008

Down $32,601 (-10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$182,699

Down $4,115 (-2.2%) from 2013

Expenses

Down

$215,301

Down $545 (-0.3%) from 2013

Net Income

Down

-$32,602

Down $3,570 (-12%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $380,211Liabilities 2011: $0Net Assets 2011: $380,2112011Assets 2012: $351,642Net Assets 2012: $351,6422012Assets 2013: $322,609Liabilities 2013: $0Net Assets 2013: $322,6092013Assets 2014: $290,008Liabilities 2014: $0Net Assets 2014: $290,0082014Assets 2015: $295,936Liabilities 2015: $0Net Assets 2015: $295,9362015Assets 2016: $291,722Liabilities 2016: $0Net Assets 2016: $291,7222016Assets 2017: $303,628Liabilities 2017: $0Net Assets 2017: $303,6282017Assets 2018: $307,894Liabilities 2018: $0Net Assets 2018: $307,8942018Assets 2019: $310,614Liabilities 2019: $0Net Assets 2019: $310,6142019Assets 2020: $290,266Liabilities 2020: $0Net Assets 2020: $290,2662020Assets 2021: $298,127Liabilities 2021: $0Net Assets 2021: $298,1272021Assets 2022: $335,678Liabilities 2022: $0Net Assets 2022: $335,6782022Assets 2023: $336,092Liabilities 2023: $0Net Assets 2023: $336,0922023Assets 2024: $389,622Liabilities 2024: $0Net Assets 2024: $389,6222024Assets 2025: $403,064Liabilities 2025: $0Net Assets 2025: $403,0642025

Highlighted filing

2014

Assets$290,008
Liabilities$0
Net Assets$290,008

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $235,1292011Revenue 2012: $189,932Expenses 2012: $218,501Net Income 2012: -$28,5692012Revenue 2013: $186,814Expenses 2013: $215,846Net Income 2013: -$29,0322013Revenue 2014: $182,699Expenses 2014: $215,301Net Income 2014: -$32,6022014Revenue 2015: $210,259Expenses 2015: $204,331Net Income 2015: $5,9282015Revenue 2016: $208,470Expenses 2016: $212,684Net Income 2016: -$4,2142016Revenue 2017: $197,528Expenses 2017: $185,622Net Income 2017: $11,9062017Revenue 2018: $188,327Expenses 2018: $179,061Net Income 2018: $9,2662018Revenue 2019: $178,284Expenses 2019: $180,564Net Income 2019: -$2,2802019Revenue 2020: $46,319Expenses 2020: $66,667Net Income 2020: -$20,3482020Revenue 2021: $86,087Expenses 2021: $78,226Net Income 2021: $7,8612021Revenue 2022: $170,775Expenses 2022: $133,223Net Income 2022: $37,5522022Revenue 2023: $201,524Expenses 2023: $201,109Net Income 2023: $4152023Revenue 2024: $265,489Expenses 2024: $211,959Net Income 2024: $53,5302024Revenue 2025: $258,181Expenses 2025: $244,739Net Income 2025: $13,4422025

Highlighted filing

2014

Revenue$182,699
Expenses$215,301
Net Income-$32,602
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Jan 29, 2015
Return Version
2013v4.0
Gross Receipts
$182,699
Mission and Program Overview

Mission

Registration, sponsorships and advertising fees for conferences that are designed to bring members of local brokerage houses in contact with each other and with members of brokerage houses outside of the minnesota geographic area.

Program Services

DescriptionGrantsExpenses
N/A--
REGISTRATION, SPONSORSHIPS AND ADVERTISING FEES FOR CONFERENCES THAT ARE DESIGNED TO BRING MEMBERS OF LOCAL BROKERAGE HOUSES IN CONTACT WITH EACH OTHER AND WITH MEMBERS OF BROKERAGE HOUSES OUTSIDE OF THE MINNESOTA GEOGRAPHIC AREA.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK ETZELPresident-$0--
ERIC SODERBERGVice-Preside-$0--
TOM ARNESONTreasurer-$0--
SUZI MCLANESecretary-$0--
Filing and Contact Details

Filer

EIN
41-1489645
Phone
6123780551

Signing Officer

Name
Tom Arneson
Title
Treasurer
Phone
6123780551
Signed
2015-01-29
Discuss with paid preparer
Yes

Preparer

Preparer
Connie Langston CPA
Phone
9529341684
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bad debt 2,500 business meeting 3,654 charitable donations 17,649 conferences - summer 109,030 credit card fees 3,331 election costs 4,327 hockey event 1,721 holiday event 22,447 insurance - asd 1,825 management fees 33,994 membershhip dues - sta 5,100 miscellaneous 824 sponsorship - sta 5,000 web page 2,745 total 214,147

Form 990-ez, Part II, Line 24

Accounts receivable 2,645 2,500 prepaid expenses and deferred charges 4,654 6,750 total 7,299 9,250

Form 990-ez, Part III

Registration, sponsorships and advertising fees for conferences that are designed to bring members of local brokerage houses in contact with each other and with members of brokerage houses outside of the minnesota geographic area.

Form 990-ez, Part III, Line 31

Registration, sponsorships and advertising fees for conferences that are designed to bring members of local brokerage houses in contact with each other and with members of brokerage houses outside of the minnesota geographic area.

Raw XML Appendix110 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0RICK ETZEL
CompensationExplanation/CompensationExplanationGrp/PersonNm1ERIC SODERBERG
CompensationExplanation/CompensationExplanationGrp/PersonNm2TOM ARNESON
CompensationExplanation/CompensationExplanationGrp/PersonNm3SUZI MCLANE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10TOM ARNESON
IRS990EZ/BooksInCareOfDetail/PhoneNum06126678341
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1090 SOUTH 7TH ST MAC N9305-145
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2090 SOUTH 7TH ST MAC N9305-145
IRS990EZ/BooksInCareOfDetail/USAddress/City0MINNEAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/State0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode055404
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0315311
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0280758
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016250
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-32602
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01154
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0322610
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0290008
IRS990EZ/GrossReceiptsAmt0182699
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0399
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0322610
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0290008
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0322610
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0290008
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICK ETZEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIC SODERBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOM ARNESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUZI MCLANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07299
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09250
IRS990EZ/OtherExpensesTotalAmt0214147
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0REGISTRATION, SPONSORSHIPS AND ADVERTISING FEES FOR CONFERENCES THAT ARE DESIGNED TO BRING MEMBERS OF LOCAL BROKERAGE HOUSES IN CONTACT WITH EACH OTHER AND WITH MEMBERS OF BROKERAGE HOUSES OUTSIDE OF THE MINNESOTA GEOGRAPHIC AREA.
IRS990EZ/ProgramServiceRevenueAmt0166050
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1REGISTRATION, SPONSORSHIPS AND ADVERTISING FEES FOR CONFERENCES THAT ARE DESIGNED TO BRING MEMBERS OF LOCAL BROKERAGE HOUSES IN CONTACT WITH EACH OTHER AND WITH MEMBERS OF BROKERAGE HOUSES OUTSIDE OF THE MINNESOTA GEOGRAPHIC AREA.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0215301
IRS990EZ/TotalRevenueAmt0182699
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MNTRADERS.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BAD DEBT 2,500 BUSINESS MEETING 3,654 CHARITABLE DONATIONS 17,649 CONFERENCES - SUMMER 109,030 CREDIT CARD FEES 3,331 ELECTION COSTS 4,327 HOCKEY EVENT 1,721 HOLIDAY EVENT 22,447 INSURANCE - ASD 1,825 MANAGEMENT FEES 33,994 MEMBERSHHIP DUES - STA 5,100 MISCELLANEOUS 824 SPONSORSHIP - STA 5,000 WEB PAGE 2,745 TOTAL 214,147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 2,645 2,500 PREPAID EXPENSES AND DEFERRED CHARGES 4,654 6,750 TOTAL 7,299 9,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REGISTRATION, SPONSORSHIPS AND ADVERTISING FEES FOR CONFERENCES THAT ARE DESIGNED TO BRING MEMBERS OF LOCAL BROKERAGE HOUSES IN CONTACT WITH EACH OTHER AND WITH MEMBERS OF BROKERAGE HOUSES OUTSIDE OF THE MINNESOTA GEOGRAPHIC AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REGISTRATION, SPONSORSHIPS AND ADVERTISING FEES FOR CONFERENCES THAT ARE DESIGNED TO BRING MEMBERS OF LOCAL BROKERAGE HOUSES IN CONTACT WITH EACH OTHER AND WITH MEMBERS OF BROKERAGE HOUSES OUTSIDE OF THE MINNESOTA GEOGRAPHIC AREA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM ARNESON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06123780551
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10MINNESOTA SECURITY DEALERS
ReturnHeader/Filer/BusinessName/BusinessNameLine20ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MINN
ReturnHeader/Filer/EIN0411489645
ReturnHeader/Filer/PhoneNum06123780551
ReturnHeader/Filer/USAddress/AddressLine10C/O CRC 5858 PARK AVENUE
ReturnHeader/Filer/USAddress/City0MINNEAPOLIS
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055417
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412003456
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CONNIE LANGSTON CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107500 CANYON CURV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHANHASSEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode055317
ReturnHeader/PreparerPersonGrp/PhoneNum09529341684
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CONNIE LANGSTON CPA
ReturnHeader/ReturnTs02015-01-29T17:18:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-12-01
ReturnHeader/TaxPeriodEndDt02014-11-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$2.58$2.45$0.13
2024Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$2.65$2.12$0.54
2023Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$2.02$2.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$1.71$1.33$0.38
2021Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.86$0.78$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.46$0.67$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$1.78$1.81$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$1.88$1.79$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$1.98$1.86$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$2.08$2.13$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$2.10$2.04$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$1.83$2.15$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.00$3.23$1.87$2.16$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$3.52$1.90$2.19$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.80$0.00$3.80$2.35