Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Florida Securities Dealers Association Inc
EIN 59-2467227 • 501(c)6 • Jupiter, FL
Profile
Exchange of information and educate the public
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
38th percentile
Higher net margin than 38% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
47th percentile
Faster asset growth than 47% of similar nonprofits.
Revenue Growth
66th percentile
Faster revenue growth than 66% of similar nonprofits.
Balance Sheet
Assets
Down$223,323
Down $6,244 (-2.7%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$223,323
Down $6,244 (-2.7%) from 2023
Revenue
Up$161,109
Up $13,589 (+9.2%) from 2023
Expenses
Down$170,054
Down $15,530 (-8.4%) from 2023
Net Income
Up-$8,945
Up $29,119 (+77%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $223,323
- Liabilities
- -
- Net assets
- $223,323
- Revenue
- $161,109
- Expenses
- $170,054
- Net income
- -$8,945
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Apr 16, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $161,109
Mission and Program Overview
Mission
Exchange of information and educate the public
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE A COMMON MEETING OPPORTUNITY FOR THE SECURITIES INDUSTRY; TO PROMOTE COOPERATION AMONG ITS MEMBERS; TO REPRESENT THE SECURITIES INDUSTRY IN GOVERNMENTAL AFFAIRS; TO ENHANCE THE IMAGE OF SECURITIES COMPANIES AND TO PROVIDE FOR THE EXCHANGE OF INFORMATION AND THE COORDINATION OF EDUCATIONAL OPPORTUNITIES FOR MEMBERS OF THE ORGANIZATION. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JULIA RICHARDSON | President | - | $0 | - | - |
| ERIC HOLDER | Secretary | - | $0 | - | - |
| BART MCDONALD | Vice Preside | - | $0 | - | - |
| JOSEF ROSEN | Treasurer | - | $0 | - | - |
| ERIC SIBER | Imm Past Pre | - | $0 | - | - |
Political and Lobbying Activity
- In-house lobbying only
- No
Reported Spending and Taxes
| Line Item | Amount |
|---|---|
| Current Year Nondeductible Lobbying and Political Cost | $48,090 |
| Total Nondeductible Lobbying and Political Cost | $46,903 |
Filing and Contact Details
Filer
- Filer Name
- Florida Securities Dealers
- EIN
- 59-2467227
- Phone
- 8506689939
- Address
- 6671 W INDIANTOWN ROAD 50-194, JUPITER, FL 33458
Signing Officer
- Name
- Bart Mcdonald
- Title
- Vice President
- Phone
- 5617142360
- Signed
- 2025-04-16
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Carroll and Company Cpas
- Address
- 2640-A MITCHAM DRIVE, TALLAHASSEE, FL 32308
- Preparer
- Kathleen E Brothers
- Phone
- 8508771099
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I
“Line 10 - grants and scholarships 3 scholarship awards @2,000 each = 6,000”
Form 990-ez, Part I, Line 10
“CASH CONTRIBUTION: 6,000”
Form 990-ez, Part I, Line 16
“Expenses advertising and promotion 2,094 office 7,698 information technology 3,612 travel 4,744 conferences/meetings 24,464 total 42,612”
Form 990-ez, Part I, Line 20
“Unrealized gain investments 2,701”
Form 990-ez, Part III, Line 28
“Provide a common meeting opportunity for the securities industry; to promote cooperation among its members; to represent the securities industry in governmental affairs; to enhance the image of securities companies and to provide for the exchange of information and the coordination of educational opportunities for members of the organization.”
Raw XML Appendix121 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JACQUELINE FARINA ADMINISTRATOR |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5617142360 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 6671 W INDIANTOWN ROAD 50-194 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | JUPITER |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33458 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 229567 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 223323 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -8945 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 120852 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 229567 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 223323 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 6000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 161109 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 6546 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 126813 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 229567 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 223323 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 229567 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 223323 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JULIA RICHARDSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ERIC HOLDER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BART MCDONALD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JOSEF ROSEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ERIC SIBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | IMM PAST PRE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 2701 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 42612 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EXCHANGE OF INFORMATION AND EDUCATE THE PUBLIC |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 590 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 27750 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE A COMMON MEETING OPPORTUNITY FOR THE SECURITIES INDUSTRY; TO PROMOTE COOPERATION AMONG ITS MEMBERS; TO REPRESENT THE SECURITIES INDUSTRY IN GOVERNMENTAL AFFAIRS; TO ENHANCE THE IMAGE OF SECURITIES COMPANIES AND TO PROVIDE FOR THE EXCHANGE OF INFORMATION AND THE COORDINATION OF EDUCATIONAL OPPORTUNITIES FOR MEMBERS OF THE ORGANIZATION. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | FL |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 170054 |
| IRS990EZ/TotalRevenueAmt | 0 | 161109 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.FLORIDASECURITIES.COM |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 49050 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | true |
| IRS990ScheduleC/CarriedOverAmt | 0 | -2147 |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 126813 |
| IRS990ScheduleC/NonDedLbbyngPltclCyovAmt | 0 | -1187 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 48090 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 46903 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | LINE 10 - GRANTS AND SCHOLARSHIPS 3 SCHOLARSHIP AWARDS @2,000 EACH = 6,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CASH CONTRIBUTION: 6,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EXPENSES ADVERTISING AND PROMOTION 2,094 OFFICE 7,698 INFORMATION TECHNOLOGY 3,612 TRAVEL 4,744 CONFERENCES/MEETINGS 24,464 TOTAL 42,612 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | UNREALIZED GAIN INVESTMENTS 2,701 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | PROVIDE A COMMON MEETING OPPORTUNITY FOR THE SECURITIES INDUSTRY; TO PROMOTE COOPERATION AMONG ITS MEMBERS; TO REPRESENT THE SECURITIES INDUSTRY IN GOVERNMENTAL AFFAIRS; TO ENHANCE THE IMAGE OF SECURITIES COMPANIES AND TO PROVIDE FOR THE EXCHANGE OF INFORMATION AND THE COORDINATION OF EDUCATIONAL OPPORTUNITIES FOR MEMBERS OF THE ORGANIZATION. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BART MCDONALD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VICE PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5617142360 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-04-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FLORIDA SECURITIES DEALERS |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ASSOCIATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FLOR |
| ReturnHeader/Filer/EIN | 0 | 592467227 |
| ReturnHeader/Filer/PhoneNum | 0 | 8506689939 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 6671 W INDIANTOWN ROAD 50-194 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | JUPITER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33458 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 593038528 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CARROLL AND COMPANY CPAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2640-A MITCHAM DRIVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | TALLAHASSEE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 32308 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8508771099 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-04-16 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KATHLEEN E BROTHERS |
| ReturnHeader/ReturnTs | 0 | 2025-04-17T09:08:16-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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