Civic Intelligence

American Securities Association

EIN 47-1568594 • 501(c)6 • Dallas, TX

Profile

Represent the retail and institutional capital markets interests of its middle-market financial services firm members to promote fair, efficient, and competitively balanced markets

2911 Turtle Creek BlvdDallas, TX 75219

americansecurities.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

1.01x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

85th percentile

0.54x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

10th percentile

-15%

Higher net margin than 10% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

100th percentile

$992,290

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 39.3% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Asset Growth

99th percentile

280%

Faster asset growth than 99% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$1,357,055

Up $999,729 (+280%) from 2024

Liabilities

Up

$1,375,114

Up $1,370,299 (+28459%) from 2024

Net Assets

Down

-$18,059

Down $370,570 (-105%) from 2024

Operations
Liabilities / Revenue85th percentileNet Margin10th percentile

Revenue

Up

$2,525,918

Up $254,231 (+11%) from 2024

Expenses

Up

$2,896,488

Up $449,665 (+18%) from 2024

Net Income

Down

-$370,570

Down $195,434 (-112%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0-$500KAssets 2016: $133,853Liabilities 2016: $50,588Net Assets 2016: $83,2652016Assets 2017: $188,302Liabilities 2017: $40,225Net Assets 2017: $148,0772017Assets 2018: $705,959Liabilities 2018: $76,048Net Assets 2018: $629,9112018Assets 2019: $806,825Liabilities 2019: $8,506Net Assets 2019: $798,3192019Assets 2020: $1,025,354Liabilities 2020: $3,543Net Assets 2020: $1,021,8112020Assets 2021: $965,669Liabilities 2021: $568Net Assets 2021: $965,1012021Assets 2022: $782,054Liabilities 2022: $1,091Net Assets 2022: $780,9632022Assets 2023: $535,032Liabilities 2023: $7,385Net Assets 2023: $527,6472023Assets 2024: $357,326Liabilities 2024: $4,815Net Assets 2024: $352,5112024Assets 2025: $1,357,055Liabilities 2025: $1,375,114Net Assets 2025: -$18,0592025

Highlighted filing

2025

Assets$1,357,055
Liabilities$1,375,114
Net Assets-$18,059
Open 2025 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $669,883Expenses 2016: $586,618Net Income 2016: $83,2652016Revenue 2017: $675,000Expenses 2017: $610,188Net Income 2017: $64,8122017Revenue 2018: $1,350,000Expenses 2018: $868,166Net Income 2018: $481,8342018Revenue 2019: $1,490,581Expenses 2019: $1,322,173Net Income 2019: $168,4082019Revenue 2020: $1,935,968Expenses 2020: $1,712,476Net Income 2020: $223,4922020Revenue 2021: $1,676,946Expenses 2021: $1,733,656Net Income 2021: -$56,7102021Revenue 2022: $1,666,002Expenses 2022: $1,850,140Net Income 2022: -$184,1382022Revenue 2023: $1,969,462Expenses 2023: $2,222,778Net Income 2023: -$253,3162023Revenue 2024: $2,271,687Expenses 2024: $2,446,823Net Income 2024: -$175,1362024Revenue 2025: $2,525,918Expenses 2025: $2,896,488Net Income 2025: -$370,5702025

Highlighted filing

2025

Revenue$2,525,918
Expenses$2,896,488
Net Income-$370,570
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,357,055
Liabilities
$1,375,114
Net assets
-$18,059
Revenue
$2,525,918
Expenses
$2,896,488
Net income
-$370,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.36$1.38$0.02$2.53$2.90$0.37
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.35$2.27$2.45$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.01$0.53$1.97$2.22$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$1.67$1.85$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.68$1.73$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.02$1.94$1.71$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$1.49$1.32$0.17
2018Summary only. Only limited summary data is available for this year.$0.71$0.08$0.63$1.35$0.87$0.48
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.04$0.15$0.68$0.61$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.05$0.08$0.67$0.59$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 11, 2026
Return Version
2025v4.0
Gross Receipts
$2,525,918
Mission and Program Overview

Mission

Represent the retail and institutional capital markets interests of its middle-market financial services firm members to promote fair, efficient, and competitively balanced markets

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$340,941$1,341,708▲ $1,000,767
Intangible Assets$3,558$2,965▼ $593
Land, Buildings, and Equipment, Net$1,027$582▼ $445
Total Assets$357,326$1,357,055▲ $999,729
Other Assets Total$11,800$11,800→ $0
Liabilities
Deferred Revenue-$1,370,000-
Accounts Payable and Accrued Expenses$4,815$5,114▲ $299
Total Liabilities$4,815$1,375,114▲ $1,370,299
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$352,511$-18,059▼ $370,570
Total Net Assets Fund Balance$352,511$-18,059▼ $370,570
Total Liabilities and Net Assets / Fund Balance$357,326$1,357,055▲ $999,729

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$582$3,741$4,323
Other Land Buildings$0$966$966
Land$0--
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher A Iacovella--$700,030$380,947$1,080,977
Christopher A IacovellaCEOFT$992,290-$992,290

Board Members and Trustees

NameTitle
Steve BoothChair
Anthony M MillerDirector
Brent GledhillDirector
Chad AbrahamDirector
Curt Bradbury JrDirector
Jeffrey M SolomonDirector
Joseph E SweeneyDirector
Larry MartinezDirector
M Bradley WingesDirector
Paul C ReillyDirector
Paul RegardDirector
Rich SteinmeierDirector
Ronald J KruszewskiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$2,514,000
Program Service Revenue
$0
Investment Income
$11,918
Other Revenue
$0
Change in Net Assets
$-370,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,331,967
Other Expenses$564,521
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$0$0$0$1,081,500
Current Officers, Directors, Trustees, and Key Employees$0$0$0$992,290
Fees for Services Legal$0$0$0$283,484
Pension Plan Contributions$0$0$0$112,055
Payroll Taxes$0$0$0$83,279
Other Employee Benefits$0$0$0$62,843
Travel$0$0$0$54,172
Occupancy$0$0$0$53,632
Fees for Services Lobbying$0$0$0$50,000
All Other Expenses$0$0$0$47,644
Insurance$0$0$0$12,775
Fees for Services Accounting$0$0$0$11,705
Office Expenses$0$0$0$11,084
Conferences and Meetings$0$0$0$4,336
Other Expenses$0$0$0$3,558
Advertising$0$0$0$3,055
Depreciation Depletion$0$0$0$1,038
Total Functional Expenses$0$0$0$2,896,488
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$50,000
Total Nondeductible Lobbying and Political Cost$50,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
American Securities Association
EIN
47-1568594
Phone
2026211784
Address
2911 Turtle Creek Blvd, Dallas, TX 75219

Signing Officer

Name
Christopher Iacovella
Title
Officer
Phone
2026211784
Signed
2026-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Iacovella
Formed
2014
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
13
Employees
5
Volunteers
0

Preparer

Firm
Douglas Corey & Associates PC
Address
10201 Fairfax Blvd Suite 480, Fairfax, VA 22030
Preparer
Douglas S Corey CPA
Phone
7033542900
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The board has the opportunity to review the 990 and ask for clarification on any items prior to the filing of the return.”

Pt VI, Line 6

“This is a membership organization. Members pay an annual fee to join.”

Pt VI, Line 7A

“Members elect the Board of Directors”

Pt VI, Line 15B

“Executive Committee of the Board of Directors determine salary for Executive Directors based on industry practices for comparable organizations.”

Raw XML AppendixShowing 400 of 441 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04815
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05114
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Represent the retail and institutional capital markets interests of its middle-market financial services firm members to promote fair, efficient, and competitively balanced markets
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt00
IRS990/AdvertisingGrp/TotalAmt03055
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt047644
IRS990/BooksInCareOfDetail/PersonNm0Christopher A Iacovella
IRS990/BooksInCareOfDetail/PhoneNum02026211784
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02911 Turtle Creek 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0Dallas
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075219
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0340941
IRS990/CashNonInterestBearingGrp/EOYAmt01341708
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0992290
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt04336
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02514000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011918
IRS990/CYOtherExpensesAmt0564521
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-370570
IRS990/CYSalariesCompEmpBnftPaidAmt02331967
IRS990/CYTotalExpensesAmt02896488
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02525918
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt01370000
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt00
IRS990/DepreciationDepletionGrp/TotalAmt01038
IRS990/Desc0n/a
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt011705
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt0283484
IRS990/FeesForServicesLobbyingGrp/FundraisingAmt00
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt050000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0Steve Booth
IRS990/Form990PartVIISectionAGrp/PersonNm1Chad Abraham
IRS990/Form990PartVIISectionAGrp/PersonNm2Rich Steinmeier
IRS990/Form990PartVIISectionAGrp/PersonNm3Curt Bradbury Jr
IRS990/Form990PartVIISectionAGrp/PersonNm4Anthony M Miller
IRS990/Form990PartVIISectionAGrp/PersonNm5Brent Gledhill
IRS990/Form990PartVIISectionAGrp/PersonNm6Paul Regard
IRS990/Form990PartVIISectionAGrp/PersonNm7Larry Martinez
IRS990/Form990PartVIISectionAGrp/PersonNm8Christopher A Iacovella
IRS990/Form990PartVIISectionAGrp/PersonNm9Ronald J Kruszewski
IRS990/Form990PartVIISectionAGrp/PersonNm10Paul C Reilly
IRS990/Form990PartVIISectionAGrp/PersonNm11Jeffrey M Solomon
IRS990/Form990PartVIISectionAGrp/PersonNm12Joseph E Sweeney
IRS990/Form990PartVIISectionAGrp/PersonNm13M Bradley Winges
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8992290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02525918
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt012775
IRS990/IntangibleAssetsGrp/BOYAmt03558
IRS990/IntangibleAssetsGrp/EOYAmt02965
IRS990/InvestmentIncomeGrp/ExclusionAmt011918
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011918
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04707
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01027
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0582
IRS990/LandBldgEquipCostOrOtherBssAmt05289
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt02514000
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Represent the retail and institutional capital markets interests of its middle-market financial services firm members to promote fair, efficient, and competitively balanced markets
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0352511
IRS990/NetAssetsOrFundBalancesEOYAmt0-18059
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0352511
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-18059
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt053632
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt011084
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011800
IRS990/OtherAssetsTotalGrp/EOYAmt011800
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt062843
IRS990/OtherExpensesGrp/Desc0Computer software
IRS990/OtherExpensesGrp/Desc1Bank charges
IRS990/OtherExpensesGrp/Desc2Membership dues & sub
IRS990/OtherExpensesGrp/Desc3Payroll processing
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt012297
IRS990/OtherExpensesGrp/TotalAmt1140
IRS990/OtherExpensesGrp/TotalAmt215601
IRS990/OtherExpensesGrp/TotalAmt33558
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt01081500
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt083279
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0112055
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Christopher Iacovella
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02258600
IRS990/PYInvestmentIncomeAmt013087
IRS990/PYOtherExpensesAmt0673736
IRS990/PYRevenuesLessExpensesAmt0-175136
IRS990/PYSalariesCompEmpBnftPaidAmt01773087
IRS990/PYTotalExpensesAmt02446823
IRS990/PYTotalRevenueAmt02271687
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-370570
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt0377100
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt02514000
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt050000
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt050000
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0582
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03741
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04323
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0966
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0966
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0582
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0700030
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount0291000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt047000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt041687
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt01260
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Christopher A Iacovella
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt01080977
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The board has the opportunity to review the 990 and ask for clarification on any items prior to the filing of the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1This is a membership organization. Members pay an annual fee to join.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members elect the Board of Directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Executive Committee of the Board of Directors determine salary for Executive Directors based on industry practices for comparable organizations.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0357326
IRS990/TotalAssetsEOYAmt01357055
IRS990/TotalAssetsGrp/BOYAmt0357326
IRS990/TotalAssetsGrp/EOYAmt01357055
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt02514000
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02896488
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04815
IRS990/TotalLiabilitiesEOYAmt01375114
IRS990/TotalLiabilitiesGrp/BOYAmt04815
IRS990/TotalLiabilitiesGrp/EOYAmt01375114
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0352511
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-18059
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt0992290
IRS990/TotalRevenueGrp/ExclusionAmt011918
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02525918
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0357326
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01357055
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.