Civic Intelligence

San Francisco Security Traders Assoc Inc

990 • Fiscal year 2020 • EIN 94-2633817

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileWWW.SFSTA.COM
268 Bush St 923San Francisco, CA 94104

(415) 503-9399

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2020 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2020

Net Margin

99th percentile

74%

Higher net margin than 99% of similar nonprofits.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2020

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-59%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$631,374

Up $106,689 (+20%) from 2019

Net Assets

Up

$631,374

Up $106,689 (+20%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin99th percentile

Revenue

Down

$142,408

Down $204,604 (-59%) from 2019

Expenses

Down

$37,188

Down $265,559 (-88%) from 2019

Net Income

Up

$105,220

Up $60,955 (+138%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2020

Assets$631,374
Liabilities$0
Net Assets$631,374
Open 2020 Filing

Operations Trend

Revenue Growth5th 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

2020

Revenue$142,408
Expenses$37,188
Net Income$105,220
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$142,408
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$524,685$631,374▲ $106,689
Savings and Temporary Cash Investments$472,768$473,779▲ $1,011
Cash and Non-Interest-Bearing Accounts$36,917$52,595▲ $15,678
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$524,685$631,374▲ $106,689
Other Assets Total$15,000$105,000▲ $90,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$524,685$631,374▲ $106,689
Total Liabilities and Net Assets / Fund Balance$524,685$631,374▲ $106,689

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$105,000--
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Helen KangPast President
Stephanie LibienPresident
Adam SlavinDirector
Alina ShahDirector
Buddy WartellDirector
Erin WilliamsDirector
Keith GriffinDirector
Lauren MillerDirector
Lisa JacqueDirector
Tyler BlumDirector
William FredaDirector
Jon Roman1st VP
Anastasia Yamane2nd VP
Chris TruchanSecretary
Chad SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$132,800
Program Service Revenue
$8,589
Investment Income
$1,019
Other Revenue
$0
All Other Contributions
$110,000
Change in Net Assets
$105,220
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,688
Grants and Similar Amounts Paid$11,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,500--$11,500
Fees for Services Accounting-$6,000-$6,000
Insurance-$3,495-$3,495
Information Technology-$2,500-$2,500
Office Expenses-$916-$916
Other Expenses$3,177$374-$374
All Other Expenses-$260-$260
Total Functional Expenses$23,100$14,088$0$37,188
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 923, SAN FRANCISCO, CA 94104

Signing Officer

Name
Stephanie Libien
Title
President
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Libien
Formed
1930
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
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/ProgSrvcAccomActy3Grp/Desc0SFSTA HOSTS AN ANNUAL CONFERENCE OPEN TO PARTICIPANTS FROM THE US AND CANADA. DUE TO COVID, THE 2020 CONFERENCE WAS CANCELLED. THE 2019 EVENT WAS ATTENDED BY OVER 200 PEOPLE. 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.
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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.
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$631,374
Liabilities
$0
Net assets
$631,374
Revenue
$142,408
Expenses
$37,188
Net income
$105,220
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
2020Detailed filing. Detailed filing data is available for this year.$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