Civic Intelligence

MID-Atlantic Security Traders Association Inc

990EZ • Fiscal year 2021 • EIN 52-1449753

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 16, 2022

Organization Profilemidatlanticsecuritytraders.com
One South Street 15th FloorBaltimore, MD 21202

(443) 224-1970

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

5th percentile

-107%

Higher net margin than 5% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

23rd percentile

-9.0%

Faster asset growth than 23% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-92%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$196,916

Down $19,522 (-9.0%) from 2020

Net Assets

Down

$196,916

Down $19,522 (-9.0%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$18,247

Down $215,684 (-92%) from 2020

Expenses

Down

$37,769

Down $88,898 (-70%) from 2020

Net Income

Down

-$19,522

Down $126,786 (-118%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$600K$400K$200K$0Assets 2010: $117,616Liabilities 2010: $0Net Assets 2010: $117,6162010Assets 2011: $84,575Liabilities 2011: $0Net Assets 2011: $84,5752011Assets 2012: $85,357Liabilities 2012: $0Net Assets 2012: $85,3572012Assets 2013: $78,795Liabilities 2013: $0Net Assets 2013: $78,7952013Assets 2014: $145,365Liabilities 2014: $0Net Assets 2014: $145,3652014Assets 2015: $239,033Liabilities 2015: $0Net Assets 2015: $239,0332015Assets 2016: $191,538Liabilities 2016: $0Net Assets 2016: $191,5382016Assets 2017: $58,148Liabilities 2017: $0Net Assets 2017: $58,1482017Assets 2018: $174,442Liabilities 2018: $0Net Assets 2018: $174,4422018Assets 2019: $107,768Liabilities 2019: $0Net Assets 2019: $107,7682019Assets 2020: $216,438Liabilities 2020: $0Net Assets 2020: $216,4382020Assets 2021: $196,916Net Assets 2021: $196,9162021Assets 2022: $356,526Liabilities 2022: $0Net Assets 2022: $356,5262022Assets 2023: $550,046Liabilities 2023: $0Net Assets 2023: $550,0462023Assets 2024: $403,839Liabilities 2024: $500Net Assets 2024: $403,3392024Assets 2025: $546,211Liabilities 2025: $0Net Assets 2025: $546,2112025

Highlighted filing

2021

Assets$196,916
Liabilities-
Net Assets$196,916
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $75,1972010Revenue 2011: $46,228Expenses 2011: $79,269Net Income 2011: -$33,0412011Revenue 2012: $60,290Expenses 2012: $59,508Net Income 2012: $7822012Revenue 2013: $194,351Expenses 2013: $200,913Net Income 2013: -$6,5622013Revenue 2014: $247,804Expenses 2014: $181,984Net Income 2014: $65,8202014Revenue 2015: $257,880Expenses 2015: $164,212Net Income 2015: $93,6682015Revenue 2016: $260,105Expenses 2016: $176,323Net Income 2016: $83,7822016Revenue 2017: $277,060Expenses 2017: $410,450Net Income 2017: -$133,3902017Revenue 2018: $319,827Expenses 2018: $203,533Net Income 2018: $116,2942018Revenue 2019: $302,276Expenses 2019: $368,950Net Income 2019: -$66,6742019Revenue 2020: $233,931Expenses 2020: $126,667Net Income 2020: $107,2642020Revenue 2021: $18,247Expenses 2021: $37,769Net Income 2021: -$19,5222021Revenue 2022: $357,751Expenses 2022: $198,141Net Income 2022: $159,6102022Revenue 2023: $382,960Expenses 2023: $189,440Net Income 2023: $193,5202023Revenue 2024: $328,254Expenses 2024: $474,961Net Income 2024: -$146,7072024Revenue 2025: $367,197Expenses 2025: $224,325Net Income 2025: $142,8722025

Highlighted filing

2021

Revenue$18,247
Expenses$37,769
Net Income-$19,522
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 16, 2022
Return Version
2021v4.0
Gross Receipts
$18,247
Mission and Program Overview

Mission

To promote the members' common interest in enhancing the success of the securities business by encouraging high standards of ethical conduct among the people engaged in the securities business, and at the same time promoting good fellowship and a spirit of cooperation among the members.

Program Services

DescriptionGrantsExpenses
To promote and enhance through business meetings, seminars, and conferences the success of the securities business.--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew C FrankePresident-$0--
Damon HallVice President-$0--
Josh HartigSecretary-$0--
Justin WiggsTreasurer-$0--
Jamie McDonaldDirector-$0--
Krissy BernsteinDirector-$0--
Dan MuhlyDirector-$0--
Andy TantonDirector-$0--
Sam KennedyDirector-$0--
Ryan Chip BaileyDirector-$0--
Michael BlandinoDirector-$0--
Thomas Coleman JrDirector-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Mid-atlantic Security Traders
EIN
52-1449753
Phone
4432241970
Address
ONE SOUTH STREET 15TH FLOOR, BALTIMORE, MD 21202

Signing Officer

Name
Matthew C Franke
Title
President
Signed
2022-09-16
Discuss with paid preparer
Yes

Preparer

Firm
CEA Scholtes and Associates
Address
106 Tunbridge Rd, Baltimore, MD 21212
Preparer
Chris Scholtes CPA
Phone
4103230010
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $1500”

Other Expenses.1007

“Conferences, Conventions, and Meetings $20728”

Other Expenses.1012

“Insurance $475”

Other Expenses.1

“SOCIAL EVENTS $8680”

Other Expenses.2

“MISCELLANEOUS $4880”

Other Expenses.3

“Bank charges and cc fees $303”

Raw XML Appendix153 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04432241942
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0One South Street 15th Floor
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BALTIMORE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0216438
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0196916
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IRS990EZ/ExcessOrDeficitForYearAmt0-19522
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01203
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Matthew C Franke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Damon Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Josh Hartig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Justin Wiggs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jamie McDonald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Krissy Bernstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Dan Muhly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Andy Tanton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Sam Kennedy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Ryan Chip Bailey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Michael Blandino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Thomas Coleman Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036566
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the members' common interest in enhancing the success of the securities business by encouraging high standards of ethical conduct among the people engaged in the securities business, and at the same time promoting good fellowship and a spirit of cooperation among the members.
IRS990EZ/ProgramServiceRevenueAmt018247
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To promote and enhance through business meetings, seminars, and conferences the success of the securities business.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037769
IRS990EZ/TotalRevenueAmt018247
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://midatlanticsecuritytraders.com/
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $20728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SOCIAL EVENTS $8680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISCELLANEOUS $4880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES AND CC FEES $303
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Matthew C Franke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MID-ATLANTIC SECURITY TRADERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MID-
ReturnHeader/Filer/EIN0521449753
ReturnHeader/Filer/PhoneNum04432241970
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE SOUTH STREET 15TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030483170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CEA Scholtes and Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0106 Tunbridge Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Baltimore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021212
ReturnHeader/PreparerPersonGrp/PhoneNum04103230010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS SCHOLTES CPA
ReturnHeader/ReturnTs02022-09-16T10:46:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Matthew C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Franke
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$196,916
Liabilities
-
Net assets
$196,916
Revenue
$18,247
Expenses
$37,769
Net income
-$19,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$3.67$2.24$1.43
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.01$4.03$3.28$4.75$1.47
2023Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$3.83$1.89$1.94
2022Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$3.58$1.98$1.60
2021Detailed filing. Detailed filing data is available for this year.$1.97$1.97$0.18$0.38$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$2.34$1.27$1.07
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$3.02$3.69$0.67
2018Summary only. Only limited summary data is available for this year.$1.74$0.00$1.74$3.20$2.04$1.16
2017Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$2.77$4.10$1.33
2016Summary only. Only limited summary data is available for this year.$1.92$0.00$1.92$2.60$1.76$0.84
2015Summary only. Only limited summary data is available for this year.$2.39$0.00$2.39$2.58$1.64$0.94
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$2.48$1.82$0.66
2013Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.94$2.01$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.60$0.60$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.46$0.79$0.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.00$1.18$0.75