Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Florida Securities Dealers Association Inc
990EZ • Fiscal year 2017 • EIN 59-2467227
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
16th percentile
Higher net margin than 16% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
34th percentile
Faster asset growth than 34% of similar nonprofits.
Revenue Growth
23rd percentile
Faster revenue growth than 23% of similar nonprofits.
Balance Sheet
Assets
Down$330,165
Down $18,285 (-5.2%) from 2016
Net Assets
Down$330,165
Down $18,285 (-5.2%) from 2016
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$110,442
Down $17,568 (-14%) from 2016
Expenses
Up$128,727
Up $7,019 (+5.8%) from 2016
Net Income
Down-$18,285
Down $24,587 (-390%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2016 to Sep 30, 2017
- Signed
- Nov 27, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $110,442
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 |
|---|---|---|---|---|---|
| PATRICIA COWART | President | PT | $0 | - | - |
| ALEX J SABO | Vice Preside | PT | $0 | - | - |
| JODI PERRY | Treasurer | PT | $0 | - | - |
| KACY DONLON | Secretary | PT | $0 | - | - |
| LOUIS DEMPSEY | Past Preside | PT | $0 | - | - |
Political and Lobbying Activity
- In-house lobbying only
- No
Reported Spending and Taxes
| Line Item | Amount |
|---|---|
| Current Year Nondeductible Lobbying and Political Cost | $40,000 |
| Total Nondeductible Lobbying and Political Cost | $36,242 |
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
- Patricia Cowart
- Title
- President
- Phone
- 5613714517
- Signed
- 2017-11-27
- 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 3 individual scholarships issued & individually less than 5,000 each”
Form 990-ez, Part I, Line 8
“Misc income 1,022 total 1,022”
Form 990-ez, Part I, Line 16
“Expenses advertising 2,128 office expense 2,078 informational technology 860 travel 651 meetings 23,302 total 29,019”
Form 990-ez, Part II, Line 24
“Prepaid expenses and deferred charges 6,040 0 total 6,040 0”
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 Appendix123 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/BusinessName/BusinessNameLine1Txt | 0 | MSW SOLUTIONS LLC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5613714517 |
| 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 | 342410 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 330165 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -18285 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 92125 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 348450 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 330165 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 5000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 110442 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 170 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 105750 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 348450 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 330165 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 348450 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 330165 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 10.00 |
| 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 | PATRICIA COWART |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ALEX J SABO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JODI PERRY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KACY DONLON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | LOUIS DEMPSEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | PAST PRESIDE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 6040 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 29019 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1022 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EXCHANGE OF INFORMATION AND EDUCATE THE PUBLIC |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 2583 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 3500 |
| 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/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 128727 |
| IRS990EZ/TotalRevenueAmt | 0 | 110442 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.FLORIDASECURITIES.COM |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 33650 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | true |
| IRS990ScheduleC/CarriedOverAmt | 0 | 2592 |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 105750 |
| IRS990ScheduleC/NonDedLbbyngPltclCyovAmt | 0 | -3758 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 40000 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 36242 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES- GRANTS & SCHOLARSHIPS LINE 10 TOTAL OF 3 INDIVIDUAL SCHOLARSHIPS ISSUED & INDIVIDUALLY LESS THAN 5,000 EACH |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | MISC INCOME 1,022 TOTAL 1,022 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EXPENSES ADVERTISING 2,128 OFFICE EXPENSE 2,078 INFORMATIONAL TECHNOLOGY 860 TRAVEL 651 MEETINGS 23,302 TOTAL 29,019 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | PREPAID EXPENSES AND DEFERRED CHARGES 6,040 0 TOTAL 6,040 0 |
| 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 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | PATRICIA COWART |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5613714517 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-11-27 |
| 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/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | D890AD7D7ACF9AD5C6DF5770F9708BA405DEA13A |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 7AA2FC833B9EE90BFB3A055F01ED2CE46981D1E1 |
| 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 | 2017-11-27 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KATHLEEN E BROTHERS |
| ReturnHeader/ReturnTs | 0 | 2017-12-12T13:04:52-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-09-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $330,165
- Liabilities
- -
- Net assets
- $330,165
- Revenue
- $110,442
- Expenses
- $128,727
- Net income
- -$18,285