Civic Intelligence

San Francisco Security Traders Assoc Inc

990 • Fiscal year 2014 • EIN 94-2633817

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

PO Box 2156San Francisco, CA 94126

(925) 687-5577

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Net Margin

80th percentile

14%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$576,527

Up $58,765 (+11%) from 2013

Net Assets

Up

$576,527

Up $58,765 (+11%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$425,266

Up $46,068 (+12%) from 2013

Expenses

Up

$366,392

Up $9,443 (+2.6%) from 2013

Net Income

Up

$58,874

Up $36,625 (+165%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$576,527
Liabilities$0
Net Assets$576,527

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$425,266
Expenses$366,392
Net Income$58,874
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Gross Receipts
$425,266
Mission and Program Overview

Mission

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

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$517,762$576,527▲ $58,765
Savings and Temporary Cash Investments$445,875$470,875▲ $25,000
Cash and Non-Interest-Bearing Accounts$61,887$92,042▲ $30,155
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$517,762$576,527▲ $58,765
Other Assets Total$10,000$13,610▲ $3,610
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$517,762$576,527▲ $58,765
Total Liabilities and Net Assets / Fund Balance$517,762$576,527▲ $58,765
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bill ScottPast President
Howard LindsayPresident
Amy ReichardDirector
Chris LarsenDirector
Darcy NelsonDirector
Dony KangDirector
Helen KangDirector
Josh JacksonDirector
Kim SabetDirector
Tom McgibbenDirector
Tyler BlumDirector
Natalie Carpenter1st Vice Pres
Vince Cutaia2nd Vice Pres
Erin WilliamsSecretary
MICHAEL O'LEARYTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$329,312
Program Service Revenue
$91,943
Investment Income
$11
Other Revenue
$4,000
All Other Contributions
$295,197
Change in Net Assets
$58,874
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$321,685
Grants and Similar Amounts Paid$44,707
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$195,704
Fees for Services Other---$47,496
Grants to Domestic Orgs---$44,707
Fees for Services Accounting---$20,500
All Other Expenses---$6,594
Occupancy---$3,960
Insurance---$3,746
Other Expenses---$2,500
Office Expenses---$1,450
Total Functional Expenses$0$0$0$366,392
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alive and FreeSan Francisco, CA501(c )(3)-$7,500
Alternatives in ActionOakland, CA501(c )(3)-$7,500
Boys & Girls Club SfSan Francisco, CA501(c )(3)-$7,500
St Anthonys FoundationSan Francisco, CA501(c )(3)-$5,044
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Bylaw changes must be approved by the members.

Form 990, Part VI, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

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
Phone
9256875577
Address
PO BOX 2156, SAN FRANCISCO, CA 94126

Signing Officer

Name
Howard Lindsay
Title
President
Signed
2015-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1930
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
40

Preparer

Firm
Arlene K Mose CPA
Address
367 Civic Drive Suite 12, Pleasant Hill, CA 94523-1935
Preparer
Arlene K Mose CPA
Phone
9256800110
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

MISC ADJUSTMENT = -$109

Organization Mission and Discription of Programs

Sfsta was founded in 1930 and is an organization for individual professionals in the securities industry. It promotes the interest of its members throughout the global financial markets providing representation both nationally and with particular emphasis on trading activities in the northern california area and is committed to maintaining high standards of conduct and ethical practices in teh securities business. The organization encourages good fellowship and cooperation by hosting different events during teh yeaer for the benefit of its members. The sfsta hosts social and charitable events, business meetings and a large annual conference which provides forums for professional development and social networking.

Other Program Svcs-bowling League

The sfsta sponsors a bowling league to promote professional networking amount its members. All attendees must be active members to attend. In 2013, approximately 75 members attended. The event takes place at the presidio bowling center in san francisco.

Other Program Svs-holiday Toy Drive

During the holiday season, the organizations hosta a holiday part for its members. All attendees must be active members of the organization. Attendees are asked to bring an unwrapped toy for donation to the san francisco firefighters toy drive. In 2013 approximately 150 members attended this event.

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IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt011
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt034115
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SFSTA 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0517762
IRS990/NetAssetsOrFundBalancesEOYAmt0576527
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt03960
IRS990/OfficeExpensesGrp/TotalAmt01450
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt010000
IRS990/OtherAssetsTotalGrp/EOYAmt013610
IRS990/OtherChangesInNetAssetsAmt0-109
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MEMBER EVENTS
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2CREDIT CARD PROCESSING FEES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt019529
IRS990/OtherExpensesGrp/TotalAmt110800
IRS990/OtherExpensesGrp/TotalAmt29406
IRS990/OtherExpensesGrp/TotalAmt32500
IRS990/OtherRevenueMiscGrp/BusinessCd0519100
IRS990/OtherRevenueMiscGrp/Desc0SFSTA FAMILY FUND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04000
IRS990/OtherRevenueTotalAmt04000
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0519100
IRS990/ProgramServiceRevenueGrp/BusinessCd1519100
IRS990/ProgramServiceRevenueGrp/Desc0ASSOCIATION ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016168
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt175775
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016168
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt175775
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ASSOCIATION HAS VARIOUS SOCIAL EVENTS DURING THE YEAR FOR ITS MEMBERS TO FACILITATE PROFESSIONAL NETWORKING. AMONG THESE ACTIVITIES ARE GOLF, BOWLING, AND A HOLIDAY GATHERING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt019529
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ASSOCIATION GRANTS GENERAL SUPPORT TO LOCAL CHARITABLE ORGANIZATIONS. IN 2013, THE ORGANIZATION GRANTED OVER $34,000 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/GrantAmt044707
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0295790
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt034516
IRS990/PYInvestmentIncomeAmt08
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0322433
IRS990/PYOtherRevenueAmt02665
IRS990/PYProgramServiceRevenueAmt080735
IRS990/PYRevenuesLessExpensesAmt022249
IRS990/PYTotalExpensesAmt0356949
IRS990/PYTotalRevenueAmt0379198
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt058874
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0517762
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0576527
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0445875
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0470875
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/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/CashGrantAmt27500
IRS990ScheduleI/RecipientTable/CashGrantAmt35044
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C )(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C )(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C )(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C )(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALIVE AND FREE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ALTERNATIVES IN ACTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BOYS & GIRLS CLUB SF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ST ANTHONYS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0941513140
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01060 TENNESSEE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13666 GRAND AVENUE SUITE A
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt255 HAWTHORNE STREET 600
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3150 GOLDEN GATE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094107
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194610
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294105
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd394102
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS VERIFIES NONPROFIT STATUS OF RECEIPIENT AGENCIES. SFSTA EVALUATES EACH CHARITY QUALIFICATIONS AND CONSIDERS THEIR IMPACT TO THE LOCAL BAY AREA COMMUNITY, THEIR IMPACT ON THE COMMUNITY OF EQUITY TRADERS AND THE LEVEL OF VOLUNTEER PARTIPICATION WITHIN THE ACTIVE SFSTA MEMBERSHIP.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt04
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BYLAW CHANGES MUST BE APPROVED BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD DELEGATES THE PRESIDENT TO REVIEW AND SIGN THE TAX RETURNS. AFTER THE RETURNS HAVE BEEN FILED, THE PRESIDENT INFORMS THE BOARD OF THAT FACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3MISC ADJUSTMENT = -$109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SFSTA WAS FOUNDED IN 1930 AND IS AN ORGANIZATION FOR INDIVIDUAL PROFESSIONALS IN THE SECURITIES INDUSTRY. IT PROMOTES THE INTEREST OF ITS MEMBERS THROUGHOUT THE GLOBAL FINANCIAL MARKETS PROVIDING REPRESENTATION BOTH NATIONALLY AND WITH PARTICULAR EMPHASIS ON TRADING ACTIVITIES IN THE NORTHERN CALIFORNIA AREA AND IS COMMITTED TO MAINTAINING HIGH STANDARDS OF CONDUCT AND ETHICAL PRACTICES IN TEH SECURITIES BUSINESS. THE ORGANIZATION ENCOURAGES GOOD FELLOWSHIP AND COOPERATION BY HOSTING DIFFERENT EVENTS DURING TEH YEAER FOR THE BENEFIT OF ITS MEMBERS. THE SFSTA HOSTS SOCIAL AND CHARITABLE EVENTS, BUSINESS MEETINGS AND A LARGE ANNUAL CONFERENCE WHICH PROVIDES FORUMS FOR PROFESSIONAL DEVELOPMENT AND SOCIAL NETWORKING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE SFSTA SPONSORS A BOWLING LEAGUE TO PROMOTE PROFESSIONAL NETWORKING AMOUNT ITS MEMBERS. ALL ATTENDEES MUST BE ACTIVE MEMBERS TO ATTEND. IN 2013, APPROXIMATELY 75 MEMBERS ATTENDED. THE EVENT TAKES PLACE AT THE PRESIDIO BOWLING CENTER IN SAN FRANCISCO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DURING THE HOLIDAY SEASON, THE ORGANIZATIONS HOSTA A HOLIDAY PART FOR ITS MEMBERS. ALL ATTENDEES MUST BE ACTIVE MEMBERS OF THE ORGANIZATION. ATTENDEES ARE ASKED TO BRING AN UNWRAPPED TOY FOR DONATION TO THE SAN FRANCISCO FIREFIGHTERS TOY DRIVE. IN 2013 APPROXIMATELY 150 MEMBERS ATTENDED THIS EVENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4ORGANIZATION MISSION AND DISCRIPTION OF PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5OTHER PROGRAM SVCS-BOWLING LEAGUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6OTHER PROGRAM SVS-HOLIDAY TOY DRIVE

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Filings

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