Civic Intelligence

Independent Dealer and Trader

EIN 82-5055391 • 501(c)6 • Washington, DC

Profile

Idta is a forum for independent dealers and traders to discuss and consider the impact of market operational issues on their industry sector and to advocate for constructive solutions that promote the liquidity and efficiency of capital markets.

1330 Connecticut Avenue NWWashington, DC 20036

www.idtassoc.com

Siviq Scores

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

Liabilities / Assets

94th percentile

0.76x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.26x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

87th percentile

34%

Faster asset growth than 87% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

25%

Faster revenue growth than 80% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$117,657

Up $29,909 (+34%) from 2023

Liabilities

Down

$90,000

Down $10,000 (-10%) from 2023

Net Assets

Up

$27,657

Up $39,909 (+326%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin70th percentile

Revenue

Up

$341,250

Up $67,500 (+25%) from 2023

Expenses

Down

$301,341

Down $27,556 (-8.4%) from 2023

Net Income

Up

$39,909

Up $95,056 (+172%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$200K$150K$100K$50K$0-$50KAssets 2018: $42,319Liabilities 2018: $0Net Assets 2018: $42,3192018Assets 2019: $42,846Liabilities 2019: $0Net Assets 2019: $42,8462019Assets 2020: $86,141Liabilities 2020: $0Net Assets 2020: $86,1412020Assets 2021: $140,394Liabilities 2021: $90,000Net Assets 2021: $50,3942021Assets 2022: $155,395Liabilities 2022: $112,500Net Assets 2022: $42,8952022Assets 2023: $87,748Liabilities 2023: $100,000Net Assets 2023: -$12,2522023Assets 2024: $117,657Liabilities 2024: $90,000Net Assets 2024: $27,6572024

Highlighted filing

2024

Assets$117,657
Liabilities$90,000
Net Assets$27,657
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2018: $150,000Expenses 2018: $107,681Net Income 2018: $42,3192018Revenue 2019: $315,000Expenses 2019: $314,473Net Income 2019: $5272019Revenue 2020: $265,000Expenses 2020: $221,705Net Income 2020: $43,2952020Revenue 2021: $292,500Expenses 2021: $328,247Net Income 2021: -$35,7472021Revenue 2022: $270,000Expenses 2022: $277,499Net Income 2022: -$7,4992022Revenue 2023: $273,750Expenses 2023: $328,897Net Income 2023: -$55,1472023Revenue 2024: $341,250Expenses 2024: $301,341Net Income 2024: $39,9092024

Highlighted filing

2024

Revenue$341,250
Expenses$301,341
Net Income$39,909
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,657
Liabilities
$90,000
Net assets
$27,657
Revenue
$341,250
Expenses
$301,341
Net income
$39,909
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$0.90$0.28$3.41$3.01$0.40
2023Detailed filing. Detailed filing data is available for this year.$0.88$1.00$0.12$2.74$3.29$0.55
2022Detailed filing. Detailed filing data is available for this year.$1.55$1.13$0.43$2.70$2.77$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.90$0.50$2.93$3.28$0.36
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$2.65$2.22$0.43
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$3.15$3.14$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.50$1.08$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 29, 2026
Return Version
2024v5.2
Gross Receipts
$341,250
Mission and Program Overview

Mission

Idta is a forum for independent dealers and traders to discuss and consider the impact of market operational issues on their industry sector and to advocate for constructive solutions that promote the liquidity and efficiency of capital markets.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$87,748$117,657▲ $29,909
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$87,748$117,657▲ $29,909
Other Assets Total-$0-
Liabilities
Other Liabilities$100,000$90,000▼ $10,000
Total Liabilities$100,000$90,000▼ $10,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-12,252$27,657▲ $39,909
Total Net Assets Fund Balance$-12,252$27,657▲ $39,909
Total Liabilities and Net Assets / Fund Balance$87,748$117,657▲ $29,909
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
James TabacchiPresident & Sec
Michael BodnerVice President
Joseph WeinhofferDirector
Lara HernandezDirector
Robert MoranDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Steptoe & Johnson LLPLegal Services1330 CONNECTICUT AVENUE NW, Washington, DC 20036$300,224
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$341,250
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$39,909
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$301,341
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal---$300,224
Fees for Services Accounting---$830
Other Expenses---$200
Office Expenses---$87
Total Functional Expenses$0$0$0$301,341
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Member Dues$90,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The members consist of those dues-paying organizations that are registeredbroker-dealers or futures commission merchants (or an affiliates of suchorganizations) that are not affiliated with a bank holding company. Thereis a single class of members.”

Form 990, Part VI, Section B, Line 11B

“Upon receiving a draft copy of the form 990 from the tax preparers, thepresident reviews the form 990 for any omissions and forwards the form 990to the other board members.”

Form 990, Part VI, Section B, Line 12C

“Each board member annually signs a statement which affirms that they havereceived a copy of the conflicts of interest policy, have read andunderstand the policy, have agreed to comply with the policy, andunderstand that idta is a tax exempt organization and that in order tomaintain its federal tax exemption it must engage primarily in activitieswhich accomplish one or more of its tax-exempt purposes.”

Form 990, Part VI, Section C, Line 19

“The association does not make these documents available for public inspection.”

Filing and Contact Details

Filer

Filer Name
Independent Dealer and Trader
EIN
82-5055391
Phone
3126344821
Address
1330 CONNECTICUT AVENUE NW, WASHINGTON, DC 20036

Signing Officer

Name
Scott Skyrm
Title
Vice President
Signed
2026-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Tabacchi
Formed
2018
Legal Domicile
Dc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Bernath & Rosenberg PC
Address
126 Spruce Street, Cedarhurst, NY 11516
Preparer
Nathan Wilamowsky
Phone
2122211140
Raw XML Appendix319 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.

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IRS990/FeesForServicesAccountingGrp/TotalAmt0830
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IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES TABACCHI
IRS990/Form990PartVIISectionAGrp/PersonNm1JOSEPH WEINHOFFER
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT MORAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS CONSIST OF THOSE DUES-PAYING ORGANIZATIONS THAT ARE REGISTEREDBROKER-DEALERS OR FUTURES COMMISSION MERCHANTS (OR AN AFFILIATES OF SUCHORGANIZATIONS) THAT ARE NOT AFFILIATED WITH A BANK HOLDING COMPANY. THEREIS A SINGLE CLASS OF MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON RECEIVING A DRAFT COPY OF THE FORM 990 FROM THE TAX PREPARERS, THEPRESIDENT REVIEWS THE FORM 990 FOR ANY OMISSIONS AND FORWARDS THE FORM 990TO THE OTHER BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH BOARD MEMBER ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT THEY HAVERECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAVE READ ANDUNDERSTAND THE POLICY, HAVE AGREED TO COMPLY WITH THE POLICY, ANDUNDERSTAND THAT IDTA IS A TAX EXEMPT ORGANIZATION AND THAT IN ORDER TOMAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIESWHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0DC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt087748
IRS990/TotalAssetsEOYAmt0117657
IRS990/TotalAssetsGrp/BOYAmt087748
IRS990/TotalAssetsGrp/EOYAmt0117657
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0301341
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0100000
IRS990/TotalLiabilitiesEOYAmt090000
IRS990/TotalLiabilitiesGrp/BOYAmt0100000
IRS990/TotalLiabilitiesGrp/EOYAmt090000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-12252
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt027657
IRS990/TotalProgramServiceRevenueAmt0341250
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0341250
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0341250
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt087748
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0117657
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01330 CONNECTICUT AVENUE NW
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd0200361704
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.IDTASSOC.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Skyrm
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT DEALER AND TRADER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0825055391
ReturnHeader/Filer/PhoneNum03126344821
ReturnHeader/Filer/USAddress/AddressLine1Txt01330 CONNECTICUT AVENUE NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133358774
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bernath & Rosenberg PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0126 Spruce Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cedarhurst
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011516
ReturnHeader/PreparerPersonGrp/PhoneNum02122211140
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nathan Wilamowsky
ReturnHeader/ReturnTs02026-01-29T11:58:26-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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