Civic Intelligence

Minnesota Securities Dealers Association Inc Msda

990EZ • Fiscal year 2017 • EIN 41-1489645

Dec 01, 2016 to Nov 30, 2017 • Filed on Mar 13, 2018

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

59th percentile

6.0%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

53rd percentile

4.1%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

-5.2%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$303,628

Up $11,906 (+4.1%) from 2016

Net Assets

Up

$303,628

Up $11,906 (+4.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$197,528

Down $10,942 (-5.2%) from 2016

Expenses

Down

$185,622

Down $27,062 (-13%) from 2016

Net Income

Up

$11,906

Up $16,120 (+383%) from 2016

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

2017

Assets$303,628
Liabilities$0
Net Assets$303,628

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

2017

Revenue$197,528
Expenses$185,622
Net Income$11,906
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Mar 13, 2018
Return Version
2016v3.1
Gross Receipts
$197,528
Mission and Program Overview

Mission

Registration, sponsorhips 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.

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
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.-$185,622
N/A--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS ORTHEYPrresident-$0--
JOE GRUNDFELDTVice Preside-$0--
DAVID WOLFETreasirer-$0--
DREW HARBECKSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Minnesota Security Dealers
EIN
41-1489645
Phone
6123780551
Address
C/O CRC 5858 PARK AVENUE, MINNEAPOLIS, MN 55417

Signing Officer

Name
David Wolfe
Title
Treasirer
Phone
6512469750
Signed
2018-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Connie Langston CPA LLC
Address
7500 CANYON CURV, CHANHASSEN, MN 55317
Preparer
Connie Langston CPA
Phone
9529341684
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses confeerence - summer 96,717 insurance 1,738 charitable donations 15,508 credit card fees 2,288 election costs 3,241 hockey event 1,943 holiday event 16,266 sta - membership dues 5,150 miscellaneous 862 registration software 677 web page 443 business meetings 690 sta - sponsorship 5,000 total 150,523

Form 990-ez, Part II, Line 24

Accounts receivable 6,000 5,000 total 6,000 5,000

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 Appendix111 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID WOLFE
IRS990EZ/BooksInCareOfDetail/PhoneNum06123780551
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0GRADIENT SECURITIES LLC
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt04105 LEXINGTON AVENUE N SUITE 380
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ARDEN HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055126
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0285722
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0298628
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011906
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt034975
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0291722
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0303628
IRS990EZ/GrossReceiptsAmt0197528
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0528
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015750
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0291722
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0303628
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0291722
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0303628
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/PersonNm0CHRIS ORTHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOE GRUNDFELDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID WOLFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DREW HARBECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASIRER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05000
IRS990EZ/OtherExpensesTotalAmt0150523
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/PrintingPublicationsPostageAmt0124
IRS990EZ/ProgramServiceRevenueAmt0181250
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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0185622
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0185622
IRS990EZ/TotalProgramServiceExpensesAmt0185622
IRS990EZ/TotalRevenueAmt0197528
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MNTRADERS.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFEERENCE - SUMMER 96,717 INSURANCE 1,738 CHARITABLE DONATIONS 15,508 CREDIT CARD FEES 2,288 ELECTION COSTS 3,241 HOCKEY EVENT 1,943 HOLIDAY EVENT 16,266 STA - MEMBERSHIP DUES 5,150 MISCELLANEOUS 862 REGISTRATION SOFTWARE 677 WEB PAGE 443 BUSINESS MEETINGS 690 STA - SPONSORSHIP 5,000 TOTAL 150,523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 6,000 5,000 TOTAL 6,000 5,000
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WOLFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASIRER
ReturnHeader/BusinessOfficerGrp/PhoneNum06512469750
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MINNESOTA SECURITY DEALERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MINN
ReturnHeader/Filer/EIN0411489645
ReturnHeader/Filer/PhoneNum06123780551
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O CRC 5858 PARK AVENUE
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055417
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0995BB95004EF496EE743651A62AF9E311F3C9586
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0995BB95004EF496EE743651A62AF9E311F3C9586
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412003456
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONNIE LANGSTON CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07500 CANYON CURV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANHASSEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055317
ReturnHeader/PreparerPersonGrp/PhoneNum09529341684
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CONNIE LANGSTON CPA
ReturnHeader/ReturnTs02018-03-14T07:04:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

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