Civic Intelligence

Security Traders Assoc of Portland

EIN 93-6042400 • 501(c)6 • Portland, OR

Profile

To promote donations to area's poor via gifts and scholarships through conventions and fund raising events for portland area security traders and the continuing professional education of association's members.

PO Box 40533Portland, OR 97240

www.pnwsta.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-757%

Higher net margin than 3% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2018

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 2018

Asset Growth

15th percentile

-46%

Faster asset growth than 15% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-78%

Faster revenue growth than 6% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$23,025

Down $19,354 (-46%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$2,556

Down $9,169 (-78%) from 2017

Expenses

Up

$21,910

Up $7,821 (+56%) from 2017

Net Income

Down

-$19,354

Down $16,990 (-719%) from 2017

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $105,616Liabilities 2011: $0Net Assets 2011: $105,6162011Assets 2012: $97,070Liabilities 2012: $0Net Assets 2012: $97,0702012Assets 2013: $80,561Liabilities 2013: $0Net Assets 2013: $80,5612013Assets 2014: $84,705Liabilities 2014: $0Net Assets 2014: $84,7052014Assets 2015: $61,228Liabilities 2015: $0Net Assets 2015: $61,2282015Assets 2016: $44,743Liabilities 2016: $0Net Assets 2016: $44,7432016Assets 2017: $42,379Liabilities 2017: $0Net Assets 2017: $42,3792017Assets 2018: $23,025Liabilities 2018: $02018

Highlighted filing

2018

Assets$23,025
Liabilities$0
Net Assets-

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $8,0882011Expenses 2012: $6,6592012Revenue 2013: $31,585Expenses 2013: $45,594Net Income 2013: -$14,0092013Revenue 2014: $90,009Expenses 2014: $80,865Net Income 2014: $9,1442014Revenue 2015: $15,225Expenses 2015: $38,702Net Income 2015: -$23,4772015Revenue 2016: $42,637Expenses 2016: $59,122Net Income 2016: -$16,4852016Revenue 2017: $11,725Expenses 2017: $14,089Net Income 2017: -$2,3642017Revenue 2018: $2,556Expenses 2018: $21,910Net Income 2018: -$19,3542018

Highlighted filing

2018

Revenue$2,556
Expenses$21,910
Net Income-$19,354

Filings

Latest Detailed Filing

The latest 2018 filing currently has summary financial data only. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 16, 2018
Return Version
2017v2.2
Gross Receipts
$26,405
Mission and Program Overview

Mission

To keep members abreast of important issues, legislation and local events that help members network with people in their area and allow them to get involved in issues important to the industry.

Program Services

DescriptionGrantsExpenses
PROFESSIONAL EDUCATION OF ASSOCIATION'S MEMBERS$0$8,762
CHARITABLE DONATIONS TO OTHER AREA CHARITABLE ORGANIZATIONS$0$6,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM VETEREPresident-$0--
KEVIN CLAUSENTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Security Traders Assoc of Portland
EIN
93-6042400
Phone
5037138266
Address
PO BOX 40533, PORTLAND, OR 97240

Signing Officer

Name
Adam Vetere
Title
President
Phone
5037138266
Signed
2018-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
4900 MEADOWS ROAD STE 200, LAKE OSWEGO, OR 97035-3295
Preparer
Todd D Massinger
Phone
5032205900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable donation. Grantee name: make-a-wish foundation of oregon. Grantee address: 2000 sw 1st avenue, suite 410 portland, or 97201. Amount given: 3,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable donation. Grantee name: oregon health and science university foundation. Grantee address: 1121 sw salmon st. 100 portland, or 97205. Amount given: 1,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable donation. Grantee name: oregon council on economic education. Grantee address: po box 751 portland, or 97207. Amount given: 1,500. Total included on form 990-ez, line 10: 6,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: travel. Amount: 3,141. Description: conferences. Amount: 2,249. Description: insurance. Amount: 1,166. Description: dues to sta national. Amount: 1,200. Description: miscellaneous. Amount: 41. Total to form 990-ez, line 16: 7,797.

Raw XML Appendix139 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05037138266
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 40533
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097240
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044743
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042379
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03476
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2364
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044743
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042379
IRS990EZ/GamingGrossIncomeAmt020529
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06000
IRS990EZ/GrossReceiptsAmt026405
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02400
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044743
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042379
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044743
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042379
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAM VETERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN CLAUSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07797
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO KEEP MEMBERS ABREAST OF IMPORTANT ISSUES, LEGISLATION AND LOCAL EVENTS THAT HELP MEMBERS NETWORK WITH PEOPLE IN THEIR AREA AND ALLOW THEM TO GET INVOLVED IN ISSUES IMPORTANT TO THE INDUSTRY.
IRS990EZ/PrintingPublicationsPostageAmt0142
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE DONATIONS TO OTHER AREA CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROFESSIONAL EDUCATION OF ASSOCIATION'S MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18762
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014680
IRS990EZ/SpecialEventsNetIncomeLossAmt05849
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt014089
IRS990EZ/TotalProgramServiceExpensesAmt014762
IRS990EZ/TotalRevenueAmt011725
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.PNWSTA.ORG/
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt014680
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt020529
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt020529
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt05849
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesOtherGamingAmt01419
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesTotalGamingAmt01419
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt02226
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt02226
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsOtherGamingAmt011035
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt011035
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd00
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/LicensedInd01
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/PersonsWithBooksName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO BOX 40533
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0PORTLAND
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0OR
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd097240
IRS990ScheduleG/StatesWhereGamingConductedCd0OR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: CHARITABLE DONATION. GRANTEE NAME: MAKE-A-WISH FOUNDATION OF OREGON. GRANTEE ADDRESS: 2000 SW 1ST AVENUE, SUITE 410 PORTLAND, OR 97201. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CHARITABLE DONATION. GRANTEE NAME: OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION. GRANTEE ADDRESS: 1121 SW SALMON ST. 100 PORTLAND, OR 97205. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: CHARITABLE DONATION. GRANTEE NAME: OREGON COUNCIL ON ECONOMIC EDUCATION. GRANTEE ADDRESS: PO BOX 751 PORTLAND, OR 97207. AMOUNT GIVEN: 1,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: TRAVEL. AMOUNT: 3,141. DESCRIPTION: CONFERENCES. AMOUNT: 2,249. DESCRIPTION: INSURANCE. AMOUNT: 1,166. DESCRIPTION: DUES TO STA NATIONAL. AMOUNT: 1,200. DESCRIPTION: MISCELLANEOUS. AMOUNT: 41. TOTAL TO FORM 990-EZ, LINE 16: 7,797.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SECURITY TRADERS ASSOC OF PORTLAND
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ReturnHeader/Filer/EIN0936042400
ReturnHeader/Filer/PhoneNum05037138266
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId076E610E35C372A61DBF352CE270A820F287984D1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.95.39.225
ReturnHeader/FilingSecurityInformation/IPDt02018-02-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:33:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930743240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN STEWART & SCHMIDT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04900 MEADOWS ROAD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970353295
ReturnHeader/PreparerPersonGrp/PhoneNum05032205900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD D MASSINGER
ReturnHeader/ReturnTs02018-02-27T18:02:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits