Civic Intelligence

Georgia Securities Association

990 • Fiscal year 2017 • EIN 58-1548071

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 23, 2018

PO Box 12106Atlanta, GA 30355

(404) 845-7689

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

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

Liabilities / Revenue

47th percentile

0.00x

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

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

Net Margin

45th percentile

0.7%

Higher net margin than 45% of similar nonprofits.

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

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

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

Asset Growth

45th percentile

0.4%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

46th percentile

-1.0%

Faster revenue growth than 46% of similar nonprofits.

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

Assets

Up

$295,394

Up $1,133 (+0.4%) from 2016

Net Assets

Up

$295,394

Up $1,133 (+0.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$162,271

Down $1,630 (-1.0%) from 2016

Expenses

Down

$161,138

Down $24,891 (-13%) from 2016

Net Income

Up

$1,133

Up $23,261 (+105%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $254,740Liabilities 2010: $0Net Assets 2010: $254,7402010Assets 2011: $274,136Liabilities 2011: $0Net Assets 2011: $274,1362011Assets 2012: $311,638Liabilities 2012: $0Net Assets 2012: $311,6382012Assets 2013: $331,283Liabilities 2013: $0Net Assets 2013: $331,2832013Assets 2014: $347,676Liabilities 2014: $0Net Assets 2014: $347,6762014Assets 2015: $316,389Liabilities 2015: $0Net Assets 2015: $316,3892015Assets 2016: $294,261Liabilities 2016: $0Net Assets 2016: $294,2612016Assets 2017: $295,394Liabilities 2017: $0Net Assets 2017: $295,3942017Assets 2018: $307,340Liabilities 2018: $0Net Assets 2018: $307,3402018Assets 2019: $336,593Liabilities 2019: $0Net Assets 2019: $336,5932019Assets 2020: $316,768Liabilities 2020: $0Net Assets 2020: $316,7682020Assets 2021: $344,211Liabilities 2021: $0Net Assets 2021: $344,2112021Assets 2022: $374,601Liabilities 2022: $0Net Assets 2022: $374,6012022Assets 2023: $360,080Liabilities 2023: $0Net Assets 2023: $360,0802023Assets 2024: $303,913Liabilities 2024: $0Net Assets 2024: $303,9132024

Highlighted filing

2017

Assets$295,394
Liabilities$0
Net Assets$295,394

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $136,7632010Expenses 2011: $145,1742011Expenses 2012: $149,3412012Revenue 2013: $211,858Expenses 2013: $192,213Net Income 2013: $19,6452013Revenue 2014: $215,338Expenses 2014: $198,945Net Income 2014: $16,3932014Revenue 2015: $174,247Expenses 2015: $205,534Net Income 2015: -$31,2872015Revenue 2016: $163,901Expenses 2016: $186,029Net Income 2016: -$22,1282016Revenue 2017: $162,271Expenses 2017: $161,138Net Income 2017: $1,1332017Revenue 2018: $114,816Expenses 2018: $102,870Net Income 2018: $11,9462018Revenue 2019: $217,688Expenses 2019: $188,435Net Income 2019: $29,2532019Revenue 2020: $45,918Expenses 2020: $65,743Net Income 2020: -$19,8252020Revenue 2021: $157,335Expenses 2021: $129,892Net Income 2021: $27,4432021Revenue 2022: $79,017Expenses 2022: $48,627Net Income 2022: $30,3902022Revenue 2023: $134,275Expenses 2023: $148,796Net Income 2023: -$14,5212023Revenue 2024: $124,191Expenses 2024: $180,358Net Income 2024: -$56,1672024

Highlighted filing

2017

Revenue$162,271
Expenses$161,138
Net Income$1,133
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 23, 2018
Return Version
2017v2.2
Gross Receipts
$162,271
Mission and Program Overview

Mission

Collection of membership dues, and the conduction of seminars and annual meetins for the purpose of promoting goodwill between members, the securities industry and the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$294,261$295,394▲ $1,133
Savings and Temporary Cash Investments$247,263$245,154▼ $2,109
Cash and Non-Interest-Bearing Accounts$46,998$50,240▲ $3,242
Total Assets$294,261$295,394▲ $1,133
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$294,261$295,394▲ $1,133
Total Liabilities and Net Assets / Fund Balance$294,261$295,394▲ $1,133
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kenny JacksonPresident
Randy LovingVice President
Beatrix KondorDirector
Brian GatelyDirector
Christopher VakyDirector
Daniel SiegleDirector
Earl BrownDirector
Eric MitzelDirector
Hays EvansDirector
Hollis GilliamDirector
Joe RomanDirector
Joe WalkerDirector
Joseph WardDirector
Justin OeltzeDirector
Kyle ORourkeDirector
Mary FlatleyDirector
Matt CochardDirector
Matt ShieldsDirector
Michael LemesDirector
Molly KittrellDirector
Patrick McGillDirector
Russell BrownDirector
Jonathan SmithSecretary
Grady OGaraTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$122,805
Program Service Revenue
$0
Investment Income
$39,466
Other Revenue
$0
Change in Net Assets
$1,133
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$97,000
Other Expenses$64,138
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$72,500
Conferences and Meetings---$46,589
Grants to Domestic Individuals---$24,500
Payments to Affiliates---$9,482
Fees for Service Investment Mgmnt Fees---$2,576
Office Expenses---$2,343
Fees for Services Accounting---$1,750
Information Technology---$898
Insurance---$500
Total Functional Expenses$0$0$0$161,138
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Georgia Council on Economic EdAtlanta, GA501c3Char Assist$39,000
Nicholas HouseAtlanta, GA501c3Char Assist$12,000
Our HouseDecatur, GA501c3Char Assist$12,000
Bright FuturesAtlanta, GA501c3Char Assist$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Outing$120,717---
Total Events$120,717---
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The Treasurer distributes the Form 990 to the governing body for their review prior to instructing the CPA to file the return.

Conflict of interest policy compliance Part VI line 12C

The organization reviews its conflict of interest policies on a regular basis as determined by the Board.

CEO executive director top management comp Part VI line 15A

The organization reviews its compensation policies on a regular basis as determined by the Board.

Other officer or key employee compensation Part VI line 15B

The organization reviews its compensation policies on a regular basis as determined by the Board.

Governing documents etc available to public Part VI line 19

The organizations governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Georgia Securities Association
EIN
58-1548071
Address
PO Box 12106, Atlanta, GA 30355

Signing Officer

Name
Grady OGara
Title
Treasurer
Phone
4048457689
Signed
2018-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenny Jackson
Formed
1935
Legal Domicile
Ga
Voting Board Members
20
Independent Board Members
20
Employees
0

Preparer

Firm
Davies Accounting Services Inc
Address
3650 Sandy Plains Road, Marietta, GA 30066
Preparer
Jerome Davies
Phone
3475126085
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01935
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0120717
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt033500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt024500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt072500
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0162271
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0898
IRS990/InsuranceGrp/TotalAmt0500
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt039466
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039466
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0GA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt02088
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Collection of membership dues, and the conduction of seminars and annual meetins for the purpose of promoting goodwill between members, the securities industry and the public.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0294261
IRS990/NetAssetsOrFundBalancesEOYAmt0295394
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt02343
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt09482
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KENNY JACKSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Scholarships for the purpose of promoting goodwill betweenmembers, the securities industry and the general public
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt024500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt024500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0145066
IRS990/PYGrantsAndSimilarPaidAmt0120000
IRS990/PYInvestmentIncomeAmt018835
IRS990/PYOtherExpensesAmt066029
IRS990/PYRevenuesLessExpensesAmt0-22128
IRS990/PYTotalExpensesAmt0186029
IRS990/PYTotalRevenueAmt0163901
IRS990/ReconcilationRevenueExpnssAmt01133
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0294261
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0295394
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0247263
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0245154
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0120717
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0120717
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Outing
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0120717
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0120717
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt024500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt172500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Charitable Assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt16
IRS990ScheduleI/RecipientTable/CashGrantAmt039000
IRS990ScheduleI/RecipientTable/CashGrantAmt112000
IRS990ScheduleI/RecipientTable/CashGrantAmt27500
IRS990ScheduleI/RecipientTable/CashGrantAmt312000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Char Assist
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Char Assist
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Char Assist
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Char Assist
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Georgia Council on Economic Ed
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Our House
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Bright Futures
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Nicholas House
IRS990ScheduleI/RecipientTable/RecipientEIN0581376648
IRS990ScheduleI/RecipientTable/RecipientEIN1581743333
IRS990ScheduleI/RecipientTable/RecipientEIN2431988942
IRS990ScheduleI/RecipientTable/RecipientEIN3581762614
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 1619
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 1304
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt264 Edwin Place NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO Box 15577
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Atlanta
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Decatur
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Atlanta
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Atlanta
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3GA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd030301
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd130031
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd230318
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd330333
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Treasurer distributes the Form 990 to the governing body for their review prior to instructing the CPA to file the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization reviews its conflict of interest policies on a regular basis as determined by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization reviews its compensation policies on a regular basis as determined by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization reviews its compensation policies on a regular basis as determined by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organizations governing documents are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.00$3.04$1.24$1.80$0.56
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$1.34$1.49$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.00$3.75$0.79$0.49$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.00$3.44$1.57$1.30$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.46$0.66$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.00$3.37$2.18$1.88$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$1.15$1.03$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$1.62$1.61$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$1.64$1.86$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$1.74$2.06$0.31
2014Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$2.15$1.99$0.16
2013Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$2.12$1.92$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.00$3.12$1.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.00$2.74$1.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.00$2.55$1.37