Civic Intelligence

San Francisco Security Traders Assoc Inc

990 • Fiscal year 2019 • EIN 94-2633817

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileWWW.SFSTA.COM
268 Bush StSan Francisco, CA 94104

(415) 503-9399

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

22nd percentile

0.00x

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

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Net Margin

75th percentile

13%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Asset Growth

61st percentile

9.2%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

3.1%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$524,685

Up $44,265 (+9.2%) from 2018

Net Assets

Up

$524,685

Up $44,265 (+9.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin75th percentile

Revenue

Up

$347,012

Up $10,315 (+3.1%) from 2018

Expenses

Down

$302,747

Down $45,926 (-13%) from 2018

Net Income

Up

$44,265

Up $56,241 (+470%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2019

Assets$524,685
Liabilities$0
Net Assets$524,685
Open 2019 Filing

Operations Trend

Revenue Growth49th 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

2019

Revenue$347,012
Expenses$302,747
Net Income$44,265
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$347,012
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$480,420$524,685▲ $44,265
Savings and Temporary Cash Investments$473,351$472,768▼ $583
Cash and Non-Interest-Bearing Accounts$-7,931$36,917▲ $44,848
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$480,420$524,685▲ $44,265
Other Assets Total$15,000$15,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$480,420$524,685▲ $44,265
Total Liabilities and Net Assets / Fund Balance$480,420$524,685▲ $44,265
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Tom McgibbenPast President
Tyler BlumPast President
Helen KangPresident
Buddy WartellDirector
Chris TruchanDirector
Cristina CiaravalliDirector
Erin WilliamsDirector
Matt JellisonDirector
Pete ScottDirector
Rod BurnsDirector
Sean DunneDirector
Theresa DelosadaDirector
Stephanie Libien2nd VP
Jon RomanSecretary
Anastasia YamaneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$269,800
Program Service Revenue
$69,922
Investment Income
$7,290
Other Revenue
$0
All Other Contributions
$241,000
Change in Net Assets
$44,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$290,747
Grants and Similar Amounts Paid$12,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$202,586--$202,586
Fees for Services Other-$34,950-$34,950
Grants to Domestic Orgs$12,000--$12,000
Information Technology-$4,859-$4,859
Insurance-$3,495-$3,495
Other Expenses$25,634$1,162-$1,162
Fees for Services Accounting-$1,140-$1,140
All Other Expenses-$992-$992
Office Expenses-$263-$263
Total Functional Expenses$240,220$62,527$0$302,747
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
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

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
268 BUSH ST, SAN FRANCISCO, CA 94104

Signing Officer

Name
Helen Kang
Title
President
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Helen Kang
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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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$524,685
Liabilities
$0
Net assets
$524,685
Revenue
$347,012
Expenses
$302,747
Net income
$44,265
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
2019Detailed filing. Detailed filing data is available for this year.$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