Civic Intelligence

Carolina Security Traders Association

990EZ • Fiscal year 2016 • EIN 51-0189818

Jan 01, 2016 to Dec 31, 2016

Organization ProfileWWW.CAROLINASTA.ORG
Charlotte, NC
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

45th percentile

0.8%

Higher net margin than 45% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

45th percentile

0.3%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

60th percentile

5.5%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$258,495

Up $689 (+0.3%) from 2015

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin45th percentile

Revenue

Up

$87,105

Up $4,528 (+5.5%) from 2015

Expenses

Up

$86,416

Up $5,959 (+7.4%) from 2015

Net Income

Down

$689

Down $1,431 (-68%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$300K$200K$100K$0Assets 2011: $215,011Liabilities 2011: $02011Assets 2012: $249,026Liabilities 2012: $02012Assets 2013: $261,340Liabilities 2013: $02013Assets 2014: $255,686Liabilities 2014: $02014Assets 2015: $257,806Liabilities 2015: $02015Assets 2016: $258,495Liabilities 2016: $02016Assets 2017: $231,345Liabilities 2017: $02017Assets 2018: $210,002Liabilities 2018: $02018Assets 2019: $206,041Liabilities 2019: $0Net Assets 2019: $206,0412019Assets 2020: $198,614Liabilities 2020: $0Net Assets 2020: $198,6142020Assets 2021: $195,070Liabilities 2021: $02021Assets 2022: $157,532Liabilities 2022: $0Net Assets 2022: $157,5322022Assets 2023: $161,347Liabilities 2023: $02023Assets 2024: $154,920Net Assets 2024: $154,9202024

Highlighted filing

2016

Assets$258,495
Liabilities$0
Net Assets-
Open 2016 Filing

Operations Trend

Revenue Growth60th percentile

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

$200K$100K$0-$100KRevenue 2011: $107,278Expenses 2011: $72,263Net Income 2011: $35,0152011Revenue 2012: $134,000Expenses 2012: $99,985Net Income 2012: $34,0152012Revenue 2013: $94,527Expenses 2013: $82,213Net Income 2013: $12,3142013Revenue 2014: $107,540Expenses 2014: $113,194Net Income 2014: -$5,6542014Revenue 2015: $82,577Expenses 2015: $80,457Net Income 2015: $2,1202015Revenue 2016: $87,105Expenses 2016: $86,416Net Income 2016: $6892016Revenue 2017: $66,323Expenses 2017: $93,472Net Income 2017: -$27,1492017Revenue 2018: $58,930Expenses 2018: $80,274Net Income 2018: -$21,3442018Revenue 2019: $61,543Expenses 2019: $65,504Net Income 2019: -$3,9612019Revenue 2020: $8,714Expenses 2020: $16,141Net Income 2020: -$7,4272020Revenue 2021: $564Expenses 2021: $4,108Net Income 2021: -$3,5442021Revenue 2022: $68,559Expenses 2022: $106,097Net Income 2022: -$37,5382022Revenue 2023: $105,251Expenses 2023: $101,436Net Income 2023: $3,8152023Revenue 2024: $157,809Expenses 2024: $164,236Net Income 2024: -$6,4272024

Highlighted filing

2016

Revenue$87,105
Expenses$86,416
Net Income$689
Open 2016 Filing
Filing Detail Status

This 2016 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Mission and Program Overview

Mission

The organization's primary purpose is to associate individuals and firms having an interest in the securities industry.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$258,495
Liabilities
$0
Net assets
-
Revenue
$87,105
Expenses
$86,416
Net income
$689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.55$1.55$1.58$1.64$0.06
2023Summary only. Only limited summary data is available for this year.$1.61$0.00$1.05$1.01$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.69$1.06$0.38
2021Summary only. Only limited summary data is available for this year.$1.95$0.00$0.01$0.04$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$0.09$0.16$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.62$0.66$0.04
2018Summary only. Only limited summary data is available for this year.$2.10$0.00$0.59$0.80$0.21
2017Summary only. Only limited summary data is available for this year.$2.31$0.00$0.66$0.93$0.27
2016Summary only. Only limited summary data is available for this year.$2.58$0.00$0.87$0.86$0.01
2015Summary only. Only limited summary data is available for this year.$2.58$0.00$0.83$0.80$0.02
2014Summary only. Only limited summary data is available for this year.$2.56$0.00$1.08$1.13$0.06
2013Summary only. Only limited summary data is available for this year.$2.61$0.00$0.95$0.82$0.12
2012Summary only. Only limited summary data is available for this year.$2.49$0.00$1.34$1.00$0.34
2011Summary only. Only limited summary data is available for this year.$2.15$0.00$1.07$0.72$0.35