Civic Intelligence

San Francisco Security Traders Assoc Inc

990 • Fiscal year 2018 • EIN 94-2633817

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.SFSTA.COM
PO Box 2156San Francisco, CA 94126

(415) 503-9399

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

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

Liabilities / Revenue

47th percentile

0.00x

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

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

Net Margin

33rd percentile

-3.6%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

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

Asset Growth

40th percentile

-2.4%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

50th percentile

0.6%

Faster revenue growth than 50% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$480,420

Down $11,976 (-2.4%) from 2017

Net Assets

Down

$480,420

Down $11,976 (-2.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin33rd percentile

Revenue

Up

$336,697

Up $2,158 (+0.6%) from 2017

Expenses

Up

$348,673

Up $13,511 (+4.0%) from 2017

Net Income

Down

-$11,976

Down $11,353 (-1822%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

2018

Assets$480,420
Liabilities$0
Net Assets$480,420
Open 2018 Filing

Operations Trend

Revenue Growth50th percentile

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

2018

Revenue$336,697
Expenses$348,673
Net Income-$11,976
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$336,697
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 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
Rtn Earn Endowment Incm Other Fnds$492,396$480,420▼ $11,976
Savings and Temporary Cash Investments$467,358$473,351▲ $5,993
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-
Cash and Non-Interest-Bearing Accounts$15,038$-7,931▼ $22,969
Total Assets$492,396$480,420▼ $11,976
Other Assets Total$10,000$15,000▲ $5,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$492,396$480,420▼ $11,976
Total Liabilities and Net Assets / Fund Balance$492,396$480,420▼ $11,976
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Erin WilliamsPast President
Tyler BlumPresident
Anastasia KireyevaDirector
Chris LarsenDirector
Chris TruchanDirector
Cristina CiaravalliDirector
Josh JacksonDirector
Kim SabetDirector
Matt JellisonDirector
Pete ScottDirector
Rod BurnsDirector
Theresa DelosadaDirector
Tom Mcgibben1st Vice Pres
Helen Kang2nd Vice Pres
Stephanie LibienSecretary
Jon RomanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$227,210
Program Service Revenue
$103,478
Investment Income
$6,009
Other Revenue
$0
All Other Contributions
$227,210
Change in Net Assets
$-11,976
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$336,196
Grants and Similar Amounts Paid$12,477
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$197,291--$197,291
Fees for Services Other-$68,000-$68,000
Grants to Domestic Orgs$12,477--$12,477
Information Technology-$4,246-$4,246
Occupancy-$4,020-$4,020
Insurance-$3,495-$3,495
Other Expenses$35,516$1,940-$1,940
All Other Expenses-$1,857-$1,857
Office Expenses-$1,343-$1,343
Fees for Services Accounting-$1,100-$1,100
Total Functional Expenses$245,284$103,389$0$348,673
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
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
Yes
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 an officer to review and sign the tax returns. After thereturns have been filed, the officer 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 amember organization, sfsta does not generally make its governing documents orfinancial records available to the public.”

Filing and Contact Details

Filer

Filer Name
San Francisco Security Traders Assoc Inc
EIN
94-2633817
Phone
4155039399
Address
PO BOX 2156, SAN FRANCISCO, CA 94126

Signing Officer

Name
Tyler Blum
Title
President
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tyler Blum
Formed
1930
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
40

Preparer

Firm
Michael W Whipple CPA
Address
PO BOX 151626, SAN RAFAEL, CA 94915
Preparer
Michelle W Tanner EA
Phone
4154596966
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IRS990/Form990PartVIISectionAGrp/TitleTxt22nd Vice Pres
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Past President
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
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 ANDENCOURAGES GOOD FELLOWSHIP, COOPERATION AND HIGH ETHICAL STANDARDS OF CONDUCT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0492396
IRS990/NetAssetsOrFundBalancesEOYAmt0480420
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04020
IRS990/OccupancyGrp/TotalAmt04020
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01343
IRS990/OfficeExpensesGrp/TotalAmt01343
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt010000
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IRS990/OtherExpensesGrp/Desc0SOCIAL NETWORKING EVENTS
IRS990/OtherExpensesGrp/Desc1BANK & CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2NATIONAL STA DUES
IRS990/OtherExpensesGrp/Desc3NATIONAL STA MEETING EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09438
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17950
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21940
IRS990/OtherExpensesGrp/ProgramServicesAmt035516
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IRS990/OtherExpensesGrp/TotalAmt19438
IRS990/OtherExpensesGrp/TotalAmt27950
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IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0TYLER BLUM
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCE REGISTRATION
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt139150
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt139150
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt215210
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt332700
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ASSOCIATION HAS VARIOUS MEMBER EVENTS DURING THE YEAR TO FACILITATE PROFESSIONALNETWORKING SUCH AS INCLUDE GOLF, BOWLING, AND A HOLIDAY GATHERING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt035516
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ASSOCIATION GRANTS GENERAL SUPPORT TO LOCAL CHARITABLE ORGANIZATIONS. OVER THELAST SIX YEARS, THE ORGANIZATION HAS GRANTED OVER $150,000 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.
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt012477
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IRS990/PYGrantsAndSimilarPaidAmt012590
IRS990/PYInvestmentIncomeAmt01490
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IRS990/PYOtherExpensesAmt0322572
IRS990/PYProgramServiceRevenueAmt035450
IRS990/PYRevenuesLessExpensesAmt0-623
IRS990/PYTotalExpensesAmt0335162
IRS990/PYTotalRevenueAmt0334539
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-11976
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0480420
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0467358
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0473351
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BYLAW CHANGES MUST BE APPROVED BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD DELEGATES AN OFFICER TO REVIEW AND SIGN THE TAX RETURNS. AFTER THERETURNS HAVE BEEN FILED, THE OFFICER INFORMS THE BOARD OF THAT FACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DISCLOSURE OF GOVERNING DOCUMENTS IS AVAILABLE TO MEMBERS UPON REQUEST. AS AMEMBER ORGANIZATION, SFSTA DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS ORFINANCIAL RECORDS AVAILABLE TO THE PUBLIC.
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
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IRS990/SignificantChangeInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalProgramServiceExpensesAmt0245284
IRS990/TotalProgramServiceRevenueAmt0103478
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0109487
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0336697

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$480,420
Liabilities
$0
Net assets
$480,420
Revenue
$336,697
Expenses
$348,673
Net income
-$11,976
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
2018Detailed filing. Detailed filing data is available for this year.$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