The MID-Atlantic Securities Traders Foun

EIN 54-1932369 • Baltimore, MD

1122 Kenilworth Drive 201Baltimore, MD 21204

Siviq Scores

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

0.00x

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

$500k-$1M nonprofits • Source year 2024

0.00x

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

$500k-$1M nonprofits • Source year 2024

78%

Higher net margin than 95% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

43%

Faster asset growth than 90% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

2304%

Faster revenue growth than 99% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets39th percentile

Assets

$788,907

Up $239,065 (+43%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

$788,907

Up $239,065 (+43%) from 2023

Operations

Liabilities / Revenue40th percentile Net Margin95th percentile

Revenue

$304,916

Up $292,234 (+2304%) from 2023

Expenses

$65,851

Up $7,365 (+13%) from 2023

Net Income

$239,065

Up $284,869 (+622%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

Highlighted filing

2024

Assets$788,907

Liabilities$0

Net Assets$788,907

Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

Highlighted filing

2024

Revenue$304,916

Expenses$65,851

Net Income$239,065

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $788,907
Liabilities: $0
Net assets: $788,907
Revenue: $304,916
Expenses: $65,851
Net income: $239,065

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$7.89	$0.00	$7.89	$3.05	$0.66	$2.39
2023Detailed filing. Detailed filing data is available for this year.	$5.50	$0.00	$5.50	$0.13	$0.58	$0.46
2022Detailed filing. Detailed filing data is available for this year.	$5.96	$0.00	$5.96	$0.94	$0.69	$0.26
2021Detailed filing. Detailed filing data is available for this year.	$5.70	$0.00	$5.70	$0.90	$0.66	$0.23
2020Detailed filing. Detailed filing data is available for this year.	$5.47	$0.00	$5.47	$0.35	$0.67	$0.32
2019Detailed filing. Detailed filing data is available for this year.	$5.78	$0.00	$5.78	$2.25	$0.67	$1.57
2015Summary only. Only limited summary data is available for this year.	$2.21	$0.00		$0.39	$0.42	$0.02
2014Summary only. Only limited summary data is available for this year.	$2.23	$0.00		$0.51	$0.50	$0.01
2013Summary only. Only limited summary data is available for this year.	$2.23	$0.00		$0.51	$0.47	$0.04
2012Summary only. Only limited summary data is available for this year.	$2.19	$0.00		$0.38	$0.27	$0.11
2011Summary only. Only limited summary data is available for this year.	$2.08	$0.00		$0.47	$0.31	$0.16

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Oct 22, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay70th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
STAN CRAIG	President	-	$0	-	-
TAMARA WIGGS	Vice President	-	$0	-	-
ROBERT FINKEL	Treasurer	-	$0	-	-
JOHN SPENSIERI	Director	-	$0	-	-
MELISSA HEATHCOTE	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Mid-atlantic Securities Traders Foun
EIN: 54-1932369
Phone: 4108250994
Address: 1122 KENILWORTH DRIVE 201, BALTIMORE, MD 21204

Signing Officer

Name: Tamara Wiggs
Title: Vice President
Signed: 2025-10-22
Discuss with paid preparer: Yes

Preparer

Firm: C E a Scholtes and Associates
Address: 106 TUNBRIDGE ROAD, BALTIMORE, MD 21212
Preparer: Chris Scholtes CPA
Phone: 4103230010

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	SETH MCDONNELL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	4108250994
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	1122 KENILWORTH DR 201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	BALTIMORE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	MD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	21204
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	ELIGIBLE CANDIDATES TO BE CONSIDERED FOR THE SCHOLARSHIP APPLICATION SHOULD BE UNDERGRADUATES WHO ARE CURRENTLY SOPHOMORE OR JUNIOR BUSINESS MAJORS WITH A CONCENTRATION IN FINANCE OR ECONOMICS AND WHO ARE ENROLLED AT A FOUR-YEAR STATE-SPONSORED OR PRIVATE COLLEGE OR UNIVERSTIY. APPLICANTS MUST ALSO BE U.S. CITIZENS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	4/30/2023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	5	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SPONSORSHIP AND GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GRANT FOR STOCK MARKET GAME AND TEACHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GRANT FOR STOCK MARKET GAME AND TEACHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	STOCKS IN THE FUTURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	MARYLAND COUNCIL ON ECONOMIC EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	VIRGINIA COUNCIL OF ECONOMIC EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	UNIVERSITY OF MARYLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	UNIVERSITY OF VIRGINIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	VIRGINIA MILITARY INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2701 N CHARLES STREET SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	8000 YORK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1015 FLOYD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	7999 REGENTS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	PO Box 400229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	319 Letcher Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	TOWSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	COLLEGE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	Charlottesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	Lexington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	21218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	21252
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	23284
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	20742
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	22904
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	24450
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	48000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	45913
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	45913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	8071
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	15790
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	7887
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	13531
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	24934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	24934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	52850
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	7571
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	8071
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	15790
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	7887
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	13531
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	53484
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	7571
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	77784
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	70213
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	MID-ATLANTIC SECURITY TRADERS ASSO
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	1122 KENILWORTH DRIVE 201
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	BALTIMORE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	MD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	21204
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	250000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	333
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	7163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	7163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	333
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	7500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	3750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	3750
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	MID-ATLANTIC SECURITY TRADERS ASSO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	0	1122 Kenilworth Dr 201
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	0	BALTIMORE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	0	MD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	0	21204
TaxesSchedule/TaxesDetail/Amt	0	53
TaxesSchedule/TaxesDetail/CategoryTxt	0	TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	53
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TAMARA WIGGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE MID-ATLANTIC SECURITIES TRADERS FOUN
ReturnHeader/Filer/BusinessNameControlTxt	0	MID-
ReturnHeader/Filer/EIN	0	541932369
ReturnHeader/Filer/PhoneNum	0	4108250994
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1122 KENILWORTH DRIVE 201
ReturnHeader/Filer/USAddress/CityNm	0	BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MD
ReturnHeader/Filer/USAddress/ZIPCd	0	21204
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	030483170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	C E A SCHOLTES AND ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	106 TUNBRIDGE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BALTIMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	21212
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4103230010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CHRIS SCHOLTES CPA
ReturnHeader/ReturnTs	0	2025-10-22T12:42:26-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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