Civic Intelligence

Dallas Security Dealers Association

EIN 75-1561793 • 501(c)6 • Dallas, TX

Profile

To promote the general welfare of its members; and to become an affilate member and to promote the objectives and purposes of the security traders assocation, inc.

6119 Greenville Avenue Ste 329Dallas, TX 75206-1906
Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.00x

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

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

89th percentile

27%

Higher net margin than 89% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

87th percentile

28%

Faster asset growth than 87% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

83rd percentile

27%

Faster revenue growth than 83% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$398,821

Down $3,136 (-0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$398,821

Down $3,136 (-0.8%) from 2023

Revenue

Up

$318,629

Up $60,582 (+23%) from 2023

Expenses

Up

$321,765

Up $65,458 (+26%) from 2023

Net Income

Down

-$3,136

Down $4,876 (-280%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $605,823Liabilities 2011: $0Net Assets 2011: $605,8232011Assets 2012: $565,373Liabilities 2012: $100Net Assets 2012: $565,2732012Assets 2013: $511,365Liabilities 2013: $0Net Assets 2013: $511,3652013Assets 2014: $478,177Liabilities 2014: $0Net Assets 2014: $478,1772014Assets 2015: $463,035Liabilities 2015: $0Net Assets 2015: $463,0352015Assets 2016: $444,618Liabilities 2016: $0Net Assets 2016: $444,6182016Assets 2017: $440,552Liabilities 2017: $0Net Assets 2017: $440,5522017Assets 2018: $430,944Liabilities 2018: $0Net Assets 2018: $430,9442018Assets 2019: $421,371Liabilities 2019: $0Net Assets 2019: $421,3712019Assets 2020: $369,927Liabilities 2020: $0Net Assets 2020: $369,9272020Assets 2021: $367,789Liabilities 2021: $0Net Assets 2021: $367,7892021Assets 2022: $414,865Liabilities 2022: $0Net Assets 2022: $414,8652022Assets 2023: $401,957Liabilities 2023: $0Net Assets 2023: $401,9572023Assets 2024: $398,821Liabilities 2024: $0Net Assets 2024: $398,8212024

Highlighted filing

2024

Assets$398,821
Liabilities$0
Net Assets$398,821

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $205,785Expenses 2011: $231,507Net Income 2011: -$25,7222011Revenue 2012: $224,916Expenses 2012: $265,463Net Income 2012: -$40,5472012Revenue 2013: $197,531Expenses 2013: $251,439Net Income 2013: -$53,9082013Revenue 2014: $217,076Expenses 2014: $250,114Net Income 2014: -$33,0382014Revenue 2015: $240,102Expenses 2015: $255,244Net Income 2015: -$15,1422015Revenue 2016: $226,245Expenses 2016: $244,662Net Income 2016: -$18,4172016Revenue 2017: $187,355Expenses 2017: $191,421Net Income 2017: -$4,0662017Revenue 2018: $168,356Expenses 2018: $177,964Net Income 2018: -$9,6082018Revenue 2019: $218,299Expenses 2019: $227,872Net Income 2019: -$9,5732019Revenue 2020: $8,451Expenses 2020: $59,895Net Income 2020: -$51,4442020Revenue 2021: $151,932Expenses 2021: $154,070Net Income 2021: -$2,1382021Revenue 2022: $258,127Expenses 2022: $211,051Net Income 2022: $47,0762022Revenue 2023: $258,047Expenses 2023: $256,307Net Income 2023: $1,7402023Revenue 2024: $318,629Expenses 2024: $321,765Net Income 2024: -$3,1362024

Highlighted filing

2024

Revenue$318,629
Expenses$321,765
Net Income-$3,136

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.00$3.99$3.19$3.22$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$0.00$4.02$2.58$2.56$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$0.00$4.15$2.58$2.11$0.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$1.52$1.54$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.00$3.70$0.08$0.60$0.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$0.00$4.21$2.18$2.28$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$0.00$4.31$1.68$1.78$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$0.00$4.41$1.87$1.91$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$2.26$2.45$0.18
2015Summary only. Only limited summary data is available for this year.$4.63$0.00$4.63$2.40$2.55$0.15
2014Summary only. Only limited summary data is available for this year.$4.78$0.00$4.78$2.17$2.50$0.33
2013Summary only. Only limited summary data is available for this year.$5.11$0.00$5.11$1.98$2.51$0.54
2012Summary only. Only limited summary data is available for this year.$5.65$0.00$5.65$2.25$2.65$0.41
2011Summary only. Only limited summary data is available for this year.$6.06$0.00$6.06$2.06$2.32$0.26
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jan 27, 2023
Return Version
2022v5.0
Gross Receipts
$258,127
Mission and Program Overview

Mission

To promote the general welfare of its members; and to become an affilate member and to promote the objectives and purposes of the security traders assocation, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$367,789$414,865▲ $47,076
Rtn Earn Endowment Incm Other Fnds$324,286$371,362▲ $47,076
Pd in Cap Srpls Land Bldg Eqp Fund$42,503$42,503→ $0
Cap Stk Tr Prin Current Funds$1,000$1,000→ $0
Total Assets$367,789$414,865▲ $47,076
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$367,789$414,865▲ $47,076
Total Liabilities and Net Assets / Fund Balance$367,789$414,865▲ $47,076
Compensation and Service Providers

Board Members and Trustees

NameTitle
Andrew WeinbergPast President
Jeremy VestPresident
Dan MeleVice President
Michael XirinachsVice President
Alan MarshallDirector
Brian BusbyDirector
Chris HalversonDirector
Clayton MeadowsDirector
Jill KreutzDirector
Johnathen HamptonDirector
Jonathan ThomasDirector
Michele DicksonDirector
Pat MalcomDirector
Rick AndrewsDirector
Steve CapursoDirector
Steven SilvermanDirector
Tom McgarrityDirector
Johannes Van NiekerkSecretary
Laura Broussard DelaneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$258,088
Investment Income
$39
Other Revenue
$0
Change in Net Assets
$47,076
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$196,051
Grants and Similar Amounts Paid$15,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$173,617--$173,617
Grants to Domestic Individuals$15,000--$15,000
Insurance$6,015--$6,015
Advertising$5,997--$5,997
Payments to Affiliates$5,000--$5,000
Information Technology$2,690--$2,690
Other Expenses$1,593--$1,593
Fees for Services Accounting$1,139--$1,139
Total Functional Expenses$211,051$0$0$211,051
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

Several members have customer/client relationships.

Members or stockholder classes and rights Part VI line 6

See attached list of membership classes

Member election for additional members Part VI line 7A

Regular members elect the directors at the annual meeting.

Form 990 governing body review Part VI line 11

This form 990 is provided to all board members for review prior to filing.

Form 990 availability to public Part VI line 18

The governing documents and tax returns are available upon request. Theby-laws are available on the website. The organization does not have aconflict of interest policy or audited financial statements.

Governing documents etc available to public Part VI line 19

Governing documents open to publlic inspection.

Filing and Contact Details

Filer

Filer Name
Dallas Security Dealers Association
EIN
75-1561793
Address
6119 GREENVILLE AVENUE STE 329, DALLAS, TX 75206-1906

Signing Officer

Name
Jeremy Vest
Title
President
Phone
7372637595
Signed
2023-01-27
Discuss with paid preparer
No

Organization Details

Formed
1955
Legal Domicile
TX
Voting Board Members
19
Independent Board Members
19
Employees
0

Preparer

Firm
JRosio Tax Services LLC
Address
1400 Preston Rd Suite 400, Plano, TX 75093
Preparer
Joseph A Rosio CPA
Phone
9728674749
Supplemental Narrative

Additional Explanations

Amended return information

The 2022 statement of activity was updated to reflect a full year. Previous return filed did not include all income and deductions.

Raw XML AppendixShowing 400 of 407 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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROMOTE THE GENERAL WELFARE OF ITS MEMBERS; AND TO BECOME AN AFFILATE MEMBER AND TO PROMOTE THE OBJECTIVES AND PURPOSES OF THE SECURITY TRADERS ASSOCATION, INC.
IRS990/AdvertisingGrp/ProgramServicesAmt05997
IRS990/AdvertisingGrp/TotalAmt05997
IRS990/AmendedReturnInd0X
IRS990/BooksInCareOfDetail/PersonNm0JEREMY VEST
IRS990/BooksInCareOfDetail/PhoneNum07372637595
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IRS990/CompensationProcessOtherInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt015000
IRS990/CYInvestmentIncomeAmt039
IRS990/CYOtherExpensesAmt0196051
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0258088
IRS990/CYRevenuesLessExpensesAmt047076
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0211051
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/Desc0OUR SOCIAL ACTIVITY OUTINGS AND ANNUAL CONVENTION PROVIDE OPPORTUNITIES FOR LOCAL SECUITY DEALERS TO MEET, EXCHANGE IDEAS AND TAKE PART IN INDUSTRY DISCUSSIONS, PROMOTING THE PROFESION OF SECURITY DEALERS IN THE DALLAS AREA
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt13PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 2022 STATEMENT OF ACTIVITY WAS UPDATED TO REFLECT A FULL YEAR. PREVIOUS RETURN FILED DID NOT INCLUDE ALL INCOME AND DEDUCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEVERAL MEMBERS HAVE CUSTOMER/CLIENT RELATIONSHIPS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SEE ATTACHED LIST OF MEMBERSHIP CLASSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REGULAR MEMBERS ELECT THE DIRECTORS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST. THEBY-LAWS ARE AVAILABLE ON THE WEBSITE. THE ORGANIZATION DOES NOT HAVE ACONFLICT OF INTEREST POLICY OR AUDITED FINANCIAL STATEMENTS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990 availability to public Part VI line 18
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALLAS SECURITY DEALERS ASSOCIATION
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ReturnHeader/Filer/USAddress/AddressLine1Txt06119 GREENVILLE AVENUE STE 329
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JRosio Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01400 Preston Rd Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plano
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph A Rosio CPA

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