Civic Intelligence

Florida Securities Dealers Association Inc

990EZ • Fiscal year 2016 • EIN 59-2467227

Oct 01, 2015 to Sep 30, 2016 • Filed on Dec 08, 2016

6671 W Indiantown Road 50-194Jupiter, FL 33458

(850) 668-9939

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

57th percentile

4.9%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

49th percentile

1.8%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

56th percentile

3.5%

Faster revenue growth than 56% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$348,450

Up $6,302 (+1.8%) from 2015

Net Assets

Up

$348,450

Up $6,302 (+1.8%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$128,010

Up $4,328 (+3.5%) from 2015

Expenses

Up

$121,708

Up $26,537 (+28%) from 2015

Net Income

Down

$6,302

Down $22,209 (-78%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $164,815Liabilities 2011: $2,3462011Assets 2012: $187,506Net Assets 2012: $187,5062012Assets 2013: $285,282Net Assets 2013: $285,2822013Assets 2014: $313,637Net Assets 2014: $313,6372014Assets 2015: $342,148Net Assets 2015: $342,1482015Assets 2016: $348,450Net Assets 2016: $348,4502016Assets 2017: $330,165Net Assets 2017: $330,1652017Assets 2018: $264,451Net Assets 2018: $264,4512018Assets 2019: $251,242Net Assets 2019: $251,2422019Assets 2020: $277,148Net Assets 2020: $277,1482020Assets 2021: $263,066Liabilities 2021: $1,000Net Assets 2021: $262,0662021Assets 2022: $262,541Net Assets 2022: $262,5412022Assets 2023: $229,567Net Assets 2023: $229,5672023Assets 2024: $223,323Net Assets 2024: $223,3232024

Highlighted filing

2016

Assets$348,450
Liabilities-
Net Assets$348,450

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $136,730Expenses 2011: $150,426Net Income 2011: -$13,6962011Revenue 2012: $96,730Expenses 2012: $71,693Net Income 2012: $25,0372012Revenue 2013: $174,414Expenses 2013: $76,638Net Income 2013: $97,7762013Revenue 2014: $123,156Expenses 2014: $94,801Net Income 2014: $28,3552014Revenue 2015: $123,682Expenses 2015: $95,171Net Income 2015: $28,5112015Revenue 2016: $128,010Expenses 2016: $121,708Net Income 2016: $6,3022016Revenue 2017: $110,442Expenses 2017: $128,727Net Income 2017: -$18,2852017Revenue 2018: $132,774Expenses 2018: $143,437Net Income 2018: -$10,6632018Revenue 2019: $142,818Expenses 2019: $156,251Net Income 2019: -$13,4332019Revenue 2020: $145,957Expenses 2020: $120,356Net Income 2020: $25,6012020Revenue 2021: $144,390Expenses 2021: $159,472Net Income 2021: -$15,0822021Revenue 2022: $148,792Expenses 2022: $146,380Net Income 2022: $2,4122022Revenue 2023: $147,520Expenses 2023: $185,584Net Income 2023: -$38,0642023Revenue 2024: $161,109Expenses 2024: $170,054Net Income 2024: -$8,9452024

Highlighted filing

2016

Revenue$128,010
Expenses$121,708
Net Income$6,302
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Dec 8, 2016
Return Version
2015v2.1
Gross Receipts
$128,010
Mission and Program Overview

Mission

Exchange of information and educate the public

Program Services

DescriptionGrantsExpenses
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

NameTitleFull / Part TimeBaseOtherTotal
LAURA J HAWLEYSecretaryPT$0--
ALEX J SABOPresidentPT$0--
KEN CERRUTOTreasurerPT$0--
PATRICIA COWARTVice PresidePT$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$37,500
Total Nondeductible Lobbying and Political Cost$37,242
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
Alex J Sabo
Title
President
Phone
5613714517
Signed
2016-12-08
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

Expenses- grants & scholarships line 10 total of 4 individual scholarships issued & individually less than 5,000 each

Form 990-ez, Part I, Line 10

None scholarships 6,000 0 0

Form 990-ez, Part I, Line 16

Expenses advertising 6,214 office expense 2,659 informational technology 1,340 travel 1,737 meetings 18,001 total 29,951

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 0 6,040 total 0 6,040

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 Appendix116 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MSW SOLUTIONS LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum05613714517
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06671 W INDIANTOWN ROAD 50-194
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JUPITER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033458
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0342148
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0342410
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06302
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt083725
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0342148
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0348450
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06000
IRS990EZ/GrossReceiptsAmt0128010
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt060
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0124950
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0342148
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0348450
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0342148
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0348450
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA J HAWLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALEX J SABO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEN CERRUTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICIA COWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06040
IRS990EZ/OtherExpensesTotalAmt029951
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EXCHANGE OF INFORMATION AND EDUCATE THE PUBLIC
IRS990EZ/PrintingPublicationsPostageAmt02032
IRS990EZ/ProgramServiceRevenueAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE 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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0121708
IRS990EZ/TotalRevenueAmt0128010
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FLORIDASECURITIES.COM
IRS990ScheduleC/AggregateReportedDuesNtcAmt041000
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/CarriedOverAmt0-3758
IRS990ScheduleC/DuesAssessmentsAmt0124950
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt0-258
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt037500
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt037242
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES- GRANTS & SCHOLARSHIPS LINE 10 TOTAL OF 4 INDIVIDUAL SCHOLARSHIPS ISSUED & INDIVIDUALLY LESS THAN 5,000 EACH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NONE SCHOLARSHIPS 6,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING 6,214 OFFICE EXPENSE 2,659 INFORMATIONAL TECHNOLOGY 1,340 TRAVEL 1,737 MEETINGS 18,001 TOTAL 29,951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PREPAID EXPENSES AND DEFERRED CHARGES 0 6,040 TOTAL 0 6,040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDE 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEX J SABO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05613714517
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORIDA SECURITIES DEALERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0592467227
ReturnHeader/Filer/PhoneNum08506689939
ReturnHeader/Filer/USAddress/AddressLine1Txt06671 W INDIANTOWN ROAD 50-194
ReturnHeader/Filer/USAddress/CityNm0JUPITER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033458
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593038528
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARROLL AND COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02640-A MITCHAM DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TALLAHASSEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032308
ReturnHeader/PreparerPersonGrp/PhoneNum08508771099
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN E BROTHERS
ReturnHeader/ReturnTs02016-12-12T11:15:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.23$2.23$1.61$1.70$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.30$2.30$1.48$1.86$0.38
2022Detailed filing. Detailed filing data is available for this year.$2.63$2.63$1.49$1.46$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.63$0.01$2.62$1.44$1.59$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.77$2.77$1.46$1.20$0.26
2019Detailed filing. Detailed filing data is available for this year.$2.51$2.51$1.43$1.56$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.64$2.64$1.33$1.43$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.30$3.30$1.10$1.29$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.48$3.48$1.28$1.22$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.42$3.42$1.24$0.95$0.29
2014Detailed filing. Detailed filing data is available for this year.$3.14$3.14$1.23$0.95$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$2.85$1.74$0.77$0.98
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$1.88$0.97$0.72$0.25
2011Summary only. Only limited summary data is available for this year.$1.65$0.02$1.37$1.50$0.14