Civic Intelligence

San Francisco Security Traders Assoc Inc

EIN 94-2633817 • 501(c)6 • San Francisco, CA

Profile

Sfsta is an organization for individual professionals in the securities industry. It promotes the interests of its members through social and charitable events and encourages good fellowship, cooperation and high ethical standards of conduct.

268 Bush St Ste 923San Francisco, CA 94104

www.sfsta.com

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

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

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

22%

Higher net margin than 86% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,060,392

Up $122,032 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,060,392

Up $122,032 (+13%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin86th percentile

Revenue

Up

$492,303

Up $47,246 (+11%) from 2023

Expenses

Up

$383,521

Up $78,728 (+26%) from 2023

Net Income

Down

$108,782

Down $31,482 (-22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $509,362Liabilities 2011: $0Net Assets 2011: $509,3622011Assets 2012: $495,513Liabilities 2012: $0Net Assets 2012: $495,5132012Assets 2013: $517,762Liabilities 2013: $0Net Assets 2013: $517,7622013Assets 2014: $576,527Liabilities 2014: $0Net Assets 2014: $576,5272014Assets 2015: $539,945Liabilities 2015: $0Net Assets 2015: $539,9452015Assets 2016: $493,019Liabilities 2016: $0Net Assets 2016: $493,0192016Assets 2017: $492,396Liabilities 2017: $0Net Assets 2017: $492,3962017Assets 2018: $480,420Liabilities 2018: $0Net Assets 2018: $480,4202018Assets 2019: $524,685Liabilities 2019: $0Net Assets 2019: $524,6852019Assets 2020: $631,374Liabilities 2020: $0Net Assets 2020: $631,3742020Assets 2021: $637,758Liabilities 2021: $0Net Assets 2021: $637,7582021Assets 2022: $803,096Liabilities 2022: $5,000Net Assets 2022: $798,0962022Assets 2023: $938,360Liabilities 2023: $0Net Assets 2023: $938,3602023Assets 2024: $1,060,392Liabilities 2024: $0Net Assets 2024: $1,060,3922024

Highlighted filing

2024

Assets$1,060,392
Liabilities$0
Net Assets$1,060,392
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $511,585Expenses 2011: $494,789Net Income 2011: $16,7962011Revenue 2012: $391,430Expenses 2012: $405,279Net Income 2012: -$13,8492012Revenue 2013: $379,198Expenses 2013: $356,949Net Income 2013: $22,2492013Revenue 2014: $425,266Expenses 2014: $366,392Net Income 2014: $58,8742014Revenue 2015: $359,778Expenses 2015: $392,749Net Income 2015: -$32,9712015Revenue 2016: $308,857Expenses 2016: $358,028Net Income 2016: -$49,1712016Revenue 2017: $334,539Expenses 2017: $335,162Net Income 2017: -$6232017Revenue 2018: $336,697Expenses 2018: $348,673Net Income 2018: -$11,9762018Revenue 2019: $347,012Expenses 2019: $302,747Net Income 2019: $44,2652019Revenue 2020: $142,408Expenses 2020: $37,188Net Income 2020: $105,2202020Revenue 2021: $192,139Expenses 2021: $185,755Net Income 2021: $6,3842021Revenue 2022: $421,533Expenses 2022: $261,195Net Income 2022: $160,3382022Revenue 2023: $445,057Expenses 2023: $304,793Net Income 2023: $140,2642023Revenue 2024: $492,303Expenses 2024: $383,521Net Income 2024: $108,7822024

Highlighted filing

2024

Revenue$492,303
Expenses$383,521
Net Income$108,782
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,060,392
Liabilities
$0
Net assets
$1,060,392
Revenue
$492,303
Expenses
$383,521
Net income
$108,782
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.49$0.38$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.45$0.30$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.01$0.80$0.42$0.26$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.19$0.19$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$0.14$0.04$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.35$0.30$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$0.34$0.35$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.33$0.34$0.00
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.31$0.36$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.36$0.39$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.43$0.37$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.38$0.36$0.02
2012Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$0.39$0.41$0.01
2011Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.51$0.49$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 24, 2025
Return Version
2024v5.1
Gross Receipts
$492,303
Mission and Program Overview

Mission

Sfsta is an organization for individual professionals in the securities industry. It promotes the interests of its members through social and charitable events and encourages good fellowship, cooperation and high ethical standards of conduct.

Sfsta is a professional organization for those in the securities industry. It promotes the interests of its members through social and charitable events and encourages good fellowship, cooperation and high ethical standards of conduct.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$501,623$682,797▲ $181,174
Cash and Non-Interest-Bearing Accounts$314,937$233,080▼ $81,857
Prepaid Expenses and Deferred Charges-$144,515-
Total Assets$938,360$1,060,392▲ $122,032
Other Assets Total$121,800--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$938,360$1,060,392▲ $122,032
Total Net Assets Fund Balance$938,360$1,060,392▲ $122,032
Total Liabilities and Net Assets / Fund Balance$938,360$1,060,392▲ $122,032
Compensation and Service Providers
Top Officer Pay30th percentile

Board Members and Trustees

NameTitle
Christopher TruchanPast President
Alina ShahPresident
Charles Lowen1st Vice President
Gary Russillo2nd Vice President
Ramneet JohlSecretary
Helen KangTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$461,091
Investment Income
$31,212
Other Revenue
$0
Change in Net Assets
$108,782
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$348,021
Grants and Similar Amounts Paid$35,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$247,519--$247,519
Grants to Domestic Orgs$35,500--$35,500
Fees for Services Management-$32,500-$32,500
Fees for Services Accounting-$6,000-$6,000
Information Technology-$2,500-$2,500
Office Expenses-$2,474-$2,474
Insurance-$1,221-$1,221
All Other Expenses-$561-$561
Other Expenses$36,842$338-$338
Total Functional Expenses$319,861$63,660$0$383,521
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boys & Girls Clubs of San FranciscoSan Francisco, CA501c3-$11,000
Glide FoundationSan Francisco, CA501c3-$8,500
San Franciscomarin Food BankSan Francisco, CA501c3-$8,500
St Anthonys FoundationSan Francisco, CA501c3-$7,000
American Cancer Society IncAtlanta, GA501c3-$250
MuttvilleSan Francisco, CA501c3-$250
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The membership shall consist of three classes: (1) active; (2) honorary; (3) associate. Any person shall be eligible for membership who is regularly engaged for one year in the purchase and sale of securities from a trading desk to other dealers and brokers for a firm doing business from a location in california. Whenever a changed status removes eligibility as above, active membership shall close at the end of the fiscal year.”

Member election for additional members Part VI line 7A

“Any person qualified for active membership as stipulated may apply in writing to the membership chairman. The application will be considered at the next board of directors meeting. Approval of the board of directors shall be mandatory.”

Governing body decisions Part VI line 7B

“Bylaw changes must be approved by the members.”

Form 990 governing body review Part VI line 11

“The board delegates an officer to review and sign the tax returns. After the returns have been filed, the officer informs the board of that fact.”

Governing documents etc available to public Part VI line 19

“The disclosure of governing documents is available to members upon request. As a member organization, sfsta does not generally make its governing documents or financial records available to the public.”

Filing and Contact Details

Filer

Filer Name
San Francisco Security Traders Assoc Inc
EIN
94-2633817
In Care Of
% ALINA SHAH
Phone
4155039399
Address
268 BUSH ST STE 923, SAN FRANCISCO, CA 94104

Signing Officer

Name
Alina Shah
Title
President
Phone
4155039399
Signed
2025-06-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alina Shah
Formed
1930
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
13

Preparer

Firm
Bellenfant Pllc
Address
2919 BERRY HILL DR, NASHVILLE, TN 37204
Preparer
John Bellenfant CPA
Phone
6153708700
Raw XML Appendix383 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/ActivityOrMissionDesc0SFSTA IS A PROFESSIONAL ORGANIZATION FOR THOSE IN THE SECURITIES INDUSTRY. IT PROMOTES THE INTERESTS OF ITS MEMBERS THROUGH SOCIAL AND CHARITABLE EVENTS AND ENCOURAGES GOOD FELLOWSHIP, COOPERATION AND HIGH ETHICAL STANDARDS OF CONDUCT.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0561
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IRS990/BooksInCareOfDetail/PhoneNum05106848446
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IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094104
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IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CashNonInterestBearingGrp/BOYAmt0314937
IRS990/CashNonInterestBearingGrp/EOYAmt0233080
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0247519
IRS990/ConferencesMeetingsGrp/TotalAmt0247519
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt035500
IRS990/CYInvestmentIncomeAmt031212
IRS990/CYOtherExpensesAmt0348021
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0461091
IRS990/CYRevenuesLessExpensesAmt0108782
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SFSTA HOSTS AN ANNUAL CONFERENCE OPEN TO PARTICIPANTS FROM THE US AND CANADA. THE EVENT PROVIDES OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND NETWORKING. ACTIVITIES INCLUDE BUSINESS MEETINGS, DISCUSSION OF ISSUES SUCH AS QUANTITATIVE INVESTMENTS, TRADING STRATEGIES, AND MARKET STRUCTURE UPDATES. SOCIAL ACTIVITIES INCLUDE RECEPTIONS, DINNERS AND VARIOUS GOLFING OPPORTUNITIES TO INCLUDE A TOURNAMENT. THIS CONFERENCE IS THE LARGEST AND MOST WELL ATTENDED OF ALL OF THOSE AFFILIATED WITH THE NATIONAL SECURITIES TRADERS ASSOCIATION.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
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IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0247519
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06000
IRS990/FeesForServicesAccountingGrp/TotalAmt06000
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt032500
IRS990/FeesForServicesManagementGrp/TotalAmt032500
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0HELEN KANG
IRS990/Form990PartVIISectionAGrp/PersonNm1RAMNEET JOHL
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES LOWEN
IRS990/Form990PartVIISectionAGrp/PersonNm3GARY RUSSILLO
IRS990/Form990PartVIISectionAGrp/PersonNm4ALINA SHAH
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRISTOPHER TRUCHAN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt32ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01930
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
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IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031212
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SFSTA IS A PROFESSIONAL ORGANIZATION FOR THOSE IN THE SECURITIES INDUSTRY. IT PROMOTES THE INTERESTS OF ITS MEMBERS THROUGH SOCIAL AND CHARITABLE EVENTS AND ENCOURAGES GOOD FELLOWSHIP, COOPERATION AND HIGH ETHICAL STANDARDS OF CONDUCT.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SOCIAL NETWORKING EVENTS
IRS990/OtherExpensesGrp/Desc1BANK & CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2NATIONAL STA SPONSORSHIP
IRS990/OtherExpensesGrp/Desc3POSTAGE AND SHIPPING
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IRS990/OtherExpensesGrp/TotalAmt25000
IRS990/OtherExpensesGrp/TotalAmt3338
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0ALINA SHAH
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE REGISTRATION
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc2CONFERENCE SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/Desc3MEMBERSHIPS
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE ASSOCIATION HAS VARIOUS MEMBER EVENTS DURING THE YEAR TO FACILITATE PROFESSIONAL NETWORKING SUCH AS INCLUDE GOLF, BOWLING, AND A HOLIDAY GATHERING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt036842
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt07440
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ASSOCIATION GRANTS GENERAL SUPPORT TO LOCAL CHARITABLE ORGANIZATIONS. OVER THE LAST SIX YEARS, THE ORGANIZATION HAS GRANTED OVER $60,000 TO ORGANIZATIONS WHICH ARE FOCUSED ON A VARIETY OF SOCIAL ISSUES TO INCLUDE THE PREVENTION OF VIOLENCE AGAINST CHILDREN, FEED AND SHELTER THOSE IN NEED, OR SUPPORT LEADERSHIP POTENTIAL IN BAY AREA YOUTH. SF SECURITY TRADER MEMBERS ALSO VOLUNTEER AT LOCAL FOOD BANKS, GLIDE MEMORIAL CHURCH EVENTS, AND SPECIAL OLYMPIC PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt035500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt035500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0350000
IRS990/PYGrantsAndSimilarPaidAmt021183
IRS990/PYInvestmentIncomeAmt022422
IRS990/PYOtherExpensesAmt0283610
IRS990/PYProgramServiceRevenueAmt072635
IRS990/PYRevenuesLessExpensesAmt0140264
IRS990/PYTotalExpensesAmt0304793
IRS990/PYTotalRevenueAmt0445057
IRS990/ReconcilationRevenueExpnssAmt0108782
IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RevenueAmt0424100
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0501623
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0682797
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt08500
IRS990ScheduleI/RecipientTable/CashGrantAmt18500
IRS990ScheduleI/RecipientTable/CashGrantAmt27000
IRS990ScheduleI/RecipientTable/CashGrantAmt311000
IRS990ScheduleI/RecipientTable/CashGrantAmt4250
IRS990ScheduleI/RecipientTable/CashGrantAmt5250
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501C3
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GLIDE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SAN FRANCISCOMARIN FOOD BANK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ST ANTHONYS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3BOYS & GIRLS CLUBS OF SAN FRANCISCO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4AMERICAN CANCER SOCIETY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5MUTTVILLE
IRS990ScheduleI/RecipientTable/RecipientEIN0941156481
IRS990ScheduleI/RecipientTable/RecipientEIN1943041517
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IRS990ScheduleI/RecipientTable/RecipientEIN5260416747
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0330 ELLIS ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1900 PENNSYLVANIA AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2150 GOLDEN GATE AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3380 FULTON ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4270 PEACHTREE ST NW STE 1300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 410207
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4ATLANTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm5San Francisco
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
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IRS990ScheduleI/Total501c3OrgCnt06
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERSHIP SHALL CONSIST OF THREE CLASSES: (1) ACTIVE; (2) HONORARY; (3) ASSOCIATE. ANY PERSON SHALL BE ELIGIBLE FOR MEMBERSHIP WHO IS REGULARLY ENGAGED FOR ONE YEAR IN THE PURCHASE AND SALE OF SECURITIES FROM A TRADING DESK TO OTHER DEALERS AND BROKERS FOR A FIRM DOING BUSINESS FROM A LOCATION IN CALIFORNIA. WHENEVER A CHANGED STATUS REMOVES ELIGIBILITY AS ABOVE, ACTIVE MEMBERSHIP SHALL CLOSE AT THE END OF THE FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY PERSON QUALIFIED FOR ACTIVE MEMBERSHIP AS STIPULATED MAY APPLY IN WRITING TO THE MEMBERSHIP CHAIRMAN. THE APPLICATION WILL BE CONSIDERED AT THE NEXT BOARD OF DIRECTORS MEETING. APPROVAL OF THE BOARD OF DIRECTORS SHALL BE MANDATORY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BYLAW CHANGES MUST BE APPROVED BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD DELEGATES AN OFFICER TO REVIEW AND SIGN THE TAX RETURNS. AFTER THE RETURNS HAVE BEEN FILED, THE OFFICER INFORMS THE BOARD OF THAT FACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DISCLOSURE OF GOVERNING DOCUMENTS IS AVAILABLE TO MEMBERS UPON REQUEST. AS A MEMBER ORGANIZATION, SFSTA DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL RECORDS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0938360
IRS990/TotalAssetsEOYAmt01060392
IRS990/TotalAssetsGrp/BOYAmt0938360
IRS990/TotalAssetsGrp/EOYAmt01060392
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt063660
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0319861
IRS990/TotalFunctionalExpensesGrp/TotalAmt0383521
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0938360
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01060392
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0319861
IRS990/TotalProgramServiceRevenueAmt0461091
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt031212
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0461091
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0492303
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0938360
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01060392
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0268 BUSH ST STE 923
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094104
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.SFSTA.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALINA SHAH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04155039399
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN FRANCISCO SECURITY TRADERS ASSOC INC
ReturnHeader/Filer/BusinessNameControlTxt0SANF
ReturnHeader/Filer/EIN0942633817
ReturnHeader/Filer/InCareOfNm0% ALINA SHAH
ReturnHeader/Filer/PhoneNum04155039399
ReturnHeader/Filer/USAddress/AddressLine1Txt0268 BUSH ST STE 923
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474682450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BELLENFANT PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02919 BERRY HILL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037204
ReturnHeader/PreparerPersonGrp/PhoneNum06153708700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN BELLENFANT CPA
ReturnHeader/ReturnTs02025-06-25T07:54:46-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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