Security Traders Association of Portland

990EZ • Fiscal year 2017 • EIN 93-6042400

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 16, 2018

Organization Profile WWW.PNWSTA.ORG

PO Box 40533Portland, OR 97240

(503) 713-8266

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

-20%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

-5.3%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

-73%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets47th percentile

Assets

Down

$42,379

Down $2,364 (-5.3%) from 2016

Net Assets

Down

$42,379

Down $2,364 (-5.3%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue47th percentile Net Margin13th percentile

Revenue

Down

$11,725

Down $30,912 (-73%) from 2016

Expenses

Down

$14,089

Down $45,033 (-76%) from 2016

Net Income

-$2,364

Up $14,121 (+86%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

Highlighted filing

2017

Assets$42,379

Liabilities$0

Net Assets$42,379

Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

Highlighted filing

2017

Revenue$11,725

Expenses$14,089

Net Income-$2,364

Open 2017 Filing

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

Description	Grants	Expenses
PROFESSIONAL EDUCATION OF ASSOCIATION'S MEMBERS	$0	$8,762
CHARITABLE DONATIONS TO OTHER AREA CHARITABLE ORGANIZATIONS	$0	$6,000

Compensation and Service Providers

Top Officer Pay70th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ADAM VETERE	President	-	$0	-	-
KEVIN CLAUSEN	Treasurer	-	$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/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	5037138266
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	PO BOX 40533
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	97240
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	44743
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	42379
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	3476
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-2364
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	150
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	44743
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	42379
IRS990EZ/GamingGrossIncomeAmt	0	20529
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	6000
IRS990EZ/GrossReceiptsAmt	0	26405
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	2400
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	44743
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	42379
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	44743
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	42379
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	ADAM VETERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KEVIN CLAUSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	7797
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	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.
IRS990EZ/PrintingPublicationsPostageAmt	0	142
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	CHARITABLE DONATIONS TO OTHER AREA CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	PROFESSIONAL EDUCATION OF ASSOCIATION'S MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	6000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	8762
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	14680
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	5849
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	OR
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TotalExpensesAmt	0	14089
IRS990EZ/TotalProgramServiceExpensesAmt	0	14762
IRS990EZ/TotalRevenueAmt	0	11725
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	HTTP://WWW.PNWSTA.ORG/
IRS990ScheduleG/CharitableDistributionRqrInd	0	0
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd	0	0
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt	0	14680
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt	0	20529
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt	0	20529
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt	0	5849
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesOtherGamingAmt	0	1419
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesTotalGamingAmt	0	1419
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt	0	2226
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt	0	2226
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsOtherGamingAmt	0	11035
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt	0	11035
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd	0	0
IRS990ScheduleG/GamingOtherFacilityPct	0	1.00000
IRS990ScheduleG/GamingWithNonmembersInd	0	0
IRS990ScheduleG/LicensedInd	0	1
IRS990ScheduleG/LicenseSuspendedEtcInd	0	0
IRS990ScheduleG/MemberOfOtherEntityInd	0	0
IRS990ScheduleG/PersonsWithBooksName/BusinessNameLine1Txt	0	THE ORGANIZATION
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt	0	PO BOX 40533
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm	0	PORTLAND
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd	0	OR
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd	0	97240
IRS990ScheduleG/StatesWhereGamingConductedCd	0	OR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ADAM VETERE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5037138266
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SECURITY TRADERS ASSOC OF PORTLAND
ReturnHeader/Filer/BusinessNameControlTxt	0	SECU
ReturnHeader/Filer/EIN	0	936042400
ReturnHeader/Filer/PhoneNum	0	5037138266
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 40533
ReturnHeader/Filer/USAddress/CityNm	0	PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OR
ReturnHeader/Filer/USAddress/ZIPCd	0	97240
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	DF069292916B04B4196F887305D33469669FE0B9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	76E610E35C372A61DBF352CE270A820F287984D1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	74.95.39.225
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-02-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	PS
ReturnHeader/FilingSecurityInformation/IPTm	0	14:33:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	930743240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HOFFMAN STEWART & SCHMIDT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	4900 MEADOWS ROAD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	970353295
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5032205900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	TODD D MASSINGER
ReturnHeader/ReturnTs	0	2018-02-27T18:02:10-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

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.

Open filing

Assets: $42,379
Liabilities: $0
Net assets: $42,379
Revenue: $11,725
Expenses: $14,089
Net income: -$2,364

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2018Summary only. Only limited summary data is available for this year.	$0.23	$0.00		$0.03	$0.22	$0.19
2017Detailed filing. Detailed filing data is available for this year.	$0.42	$0.00	$0.42	$0.12	$0.14	$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.45	$0.00	$0.45	$0.43	$0.59	$0.16
2015Detailed filing. Detailed filing data is available for this year.	$0.61	$0.00	$0.61	$0.15	$0.39	$0.23
2014Detailed filing. Detailed filing data is available for this year.	$0.85	$0.00	$0.85	$0.90	$0.81	$0.09
2013Summary only. Only limited summary data is available for this year.	$0.81	$0.00	$0.81	$0.32	$0.46	$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.97	$0.00	$0.97		$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.06	$0.00	$1.06		$0.08