Civic Intelligence

San Francisco Security Traders Assoc Inc

990 • Fiscal year 2022 • EIN 94-2633817

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 16, 2023

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

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Net Margin

93rd percentile

38%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

119%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$803,096

Up $165,338 (+26%) from 2021

Net Assets

Up

$798,096

Up $160,338 (+25%) from 2021

Liabilities

Up

$5,000

Up $5,000 from 2021

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin93rd percentile

Revenue

Up

$421,533

Up $229,394 (+119%) from 2021

Expenses

Up

$261,195

Up $75,440 (+41%) from 2021

Net Income

Up

$160,338

Up $153,954 (+2412%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2022

Assets$803,096
Liabilities$5,000
Net Assets$798,096
Open 2022 Filing

Operations Trend

Revenue Growth93rd 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

2022

Revenue$421,533
Expenses$261,195
Net Income$160,338
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 16, 2023
Return Version
2022v5.0
Gross Receipts
$421,533
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$637,758$798,096▲ $160,338
Savings and Temporary Cash Investments$473,818$479,568▲ $5,750
Cash and Non-Interest-Bearing Accounts$148,940$308,528▲ $159,588
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$637,758$803,096▲ $165,338
Other Assets Total$15,000$15,000→ $0
Liabilities
Accounts Payable and Accrued Expenses-$5,000-
Total Liabilities$0$5,000▲ $5,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$637,758$798,096▲ $160,338
Total Liabilities and Net Assets / Fund Balance$637,758$803,096▲ $165,338
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Stephanie LibienPast President
Chris TruchanPresident
Anthony DinovoDirector
Chuck LowenDirector
Erin WilliamsDirector
Gary RussilloDirector
Lauren MillerDirector
Lisa JacqueDirector
Ramneet JohlDirector
Sean DunneDirector
Chad Smith1st VP
Alina Shah2nd VP
Adam SlavinSecretary
Helen KangTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$379,600
Program Service Revenue
$36,120
Investment Income
$5,813
Other Revenue
$0
All Other Contributions
$355,000
Change in Net Assets
$160,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$243,945
Grants and Similar Amounts Paid$17,250
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$191,609--$191,609
Grants to Domestic Orgs$17,250--$17,250
Fees for Services Accounting-$6,000-$6,000
Information Technology-$3,510-$3,510
Insurance-$3,236-$3,236
Office Expenses-$1,092-$1,092
Other Expenses$26,758$588-$588
All Other Expenses-$464-$464
Travel-$81-$81
Advertising-$44-$44
Total Functional Expenses$235,617$25,578$0$261,195
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Anthonys FoundationSan Francisco, CA--$6,250
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
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, Section A, Line 7B

“Bylaw changes must be approved by the members.”

Form 990, Part VI, Section B, Line 11B

“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, Section C, Line 19

“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
Past President
Signed
2023-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Libien
Formed
1930
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
40

Preparer

Firm
Michael W Whipple CPA
Address
1314 GRAND AVE, SAN RAFAEL, CA 94901
Preparer
Michelle W Tanner EA
Phone
4154596966
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IRS990/OtherExpensesGrp/Desc2NATIONAL STA SPONSORSHIP
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17770
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/ExpenseAmt026758
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt07770
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ASSOCIATION GRANTS GENERAL SUPPORT TO LOCAL CHARITABLE ORGANIZATIONS. OVER THELAST 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.
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0150 GOLDEN GATE AVE
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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

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$803,096
Liabilities
$5,000
Net assets
$798,096
Revenue
$421,533
Expenses
$261,195
Net income
$160,338
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
2022Detailed filing. Detailed filing data is available for this year.$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