Carolina Security Traders Association

990EZ • Fiscal year 2017 • EIN 51-0189818

Jan 01, 2017 to Dec 31, 2017

Organization Profile WWW.CAROLINASTA.ORG

Charlotte, NC

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

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

0.00x

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

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

-41%

Higher net margin than 6% of similar nonprofits.

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

No value available

This filing does not contain officer compensation rows.

Source year 2017

-11%

Faster asset growth than 26% of similar nonprofits.

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

-24%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets47th percentile

Assets

Down

$231,345

Down $27,150 (-11%) from 2016

Net Assets

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue47th percentile Net Margin6th percentile

Revenue

Down

$66,323

Down $20,782 (-24%) from 2016

Expenses

$93,472

Up $7,056 (+8.2%) from 2016

Net Income

Down

-$27,149

Down $27,838 (-4040%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

Highlighted filing

2017

Assets$231,345

Liabilities$0

Net Assets-

Open 2017 Filing

Operations Trend

Revenue Growth14th percentile

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

Highlighted filing

2017

Revenue$66,323

Expenses$93,472

Net Income-$27,149

Open 2017 Filing

Filing Detail Status

This 2017 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, 2017 to Dec 31, 2017

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

2017 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing

Assets: $231,345
Liabilities: $0
Net assets: -
Revenue: $66,323
Expenses: $93,472
Net income: -$27,149

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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