Civic Intelligence

San Francisco Security Traders Assoc Inc

990 • Fiscal year 2023 • EIN 94-2633817

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

24th percentile

0.00x

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

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

24th percentile

0.00x

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

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Net Margin

92nd percentile

32%

Higher net margin than 92% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Asset Growth

76th percentile

17%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

5.6%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$938,360

Up $135,264 (+17%) from 2022

Net Assets

Up

$938,360

Up $140,264 (+18%) from 2022

Liabilities

Down

$0

Down $5,000 (-100%) from 2022

Revenue

Up

$445,057

Up $23,524 (+5.6%) from 2022

Expenses

Up

$304,793

Up $43,598 (+17%) from 2022

Net Income

Down

$140,264

Down $20,074 (-13%) from 2022

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

2023

Assets$938,360
Liabilities$0
Net Assets$938,360

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

2023

Revenue$445,057
Expenses$304,793
Net Income$140,264
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$445,057
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$798,096$938,360▲ $140,264
Savings and Temporary Cash Investments$479,568$501,623▲ $22,055
Cash and Non-Interest-Bearing Accounts$308,528$314,937▲ $6,409
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$803,096$938,360▲ $135,264
Other Assets Total$15,000$121,800▲ $106,800
Liabilities
Accounts Payable and Accrued Expenses$5,000--
Total Liabilities$5,000$0▼ $5,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$798,096$938,360▲ $140,264
Total Liabilities and Net Assets / Fund Balance$803,096$938,360▲ $135,264

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$121,800--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chris TruchanPast President
Alina ShahPresident
Adam SlavinDirector
Anthony DinovoDirector
Bill ScottDirector
Erin WilliamsDirector
Lauren MillerDirector
Scott RayDirector
Sean DunneDirector
Chuck Lowen1st VP
Gary Russillo2nd VP
Ramneet JohlSecretary
Helen KangTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$350,000
Program Service Revenue
$72,635
Investment Income
$22,422
Other Revenue
$0
All Other Contributions
$327,200
Change in Net Assets
$140,264
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$283,610
Grants and Similar Amounts Paid$21,183
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$233,097--$233,097
Grants to Domestic Orgs$21,183--$21,183
Information Technology-$8,925-$8,925
Fees for Services Accounting-$6,000-$6,000
Insurance-$3,236-$3,236
Office Expenses-$1,669-$1,669
Other Expenses$17,683$708-$708
All Other Expenses-$613-$613
Advertising-$228-$228
Total Functional Expenses$271,963$32,830$0$304,793
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Anthonys FoundationSan Francisco, CA--$6,750
Boys & Girls Club SfSan Francisco, CA--$5,933
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
Helen Kang
Title
Treasurer
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Helen Kang
Formed
1930
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
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
Raw XML AppendixShowing 400 of 425 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05000
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SFSTA 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0228
IRS990/AdvertisingGrp/TotalAmt0228
IRS990/AllOtherContributionsAmt0327200
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0613
IRS990/AllOtherExpensesGrp/TotalAmt0613
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ALINA SHAH
IRS990/BooksInCareOfDetail/PhoneNum06462077239
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04733 25TH ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094114
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0308528
IRS990/CashNonInterestBearingGrp/EOYAmt0314937
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0233097
IRS990/ConferencesMeetingsGrp/TotalAmt0233097
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0350000
IRS990/CYGrantsAndSimilarPaidAmt021183
IRS990/CYInvestmentIncomeAmt022422
IRS990/CYOtherExpensesAmt0283610
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt072635
IRS990/CYRevenuesLessExpensesAmt0140264
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0304793
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0445057
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0SFSTA HOSTS AN ANNUAL CONFERENCE OPEN TO PARTICIPANTS FROM THE US AND CANADA. THE 2023 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.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0233097
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06000
IRS990/FeesForServicesAccountingGrp/TotalAmt06000
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0SEAN DUNNE
IRS990/Form990PartVIISectionAGrp/PersonNm1RAMNEET JOHL
IRS990/Form990PartVIISectionAGrp/PersonNm2SCOTT RAY
IRS990/Form990PartVIISectionAGrp/PersonNm3BILL SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm4ERIN WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm5CHUCK LOWEN
IRS990/Form990PartVIISectionAGrp/PersonNm6LAUREN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm7ALINA SHAH
IRS990/Form990PartVIISectionAGrp/PersonNm8ADAM SLAVIN
IRS990/Form990PartVIISectionAGrp/PersonNm9ANTHONY DINOVO
IRS990/Form990PartVIISectionAGrp/PersonNm10CHRIS TRUCHAN
IRS990/Form990PartVIISectionAGrp/PersonNm11GARY RUSSILLO
IRS990/Form990PartVIISectionAGrp/PersonNm12HELEN KANG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt51st VP
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt112nd VP
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01930
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt021183
IRS990/GrantsToDomesticOrgsGrp/TotalAmt021183
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0445057
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt08925
IRS990/InformationTechnologyGrp/TotalAmt08925
IRS990/InsuranceGrp/ManagementAndGeneralAmt03236
IRS990/InsuranceGrp/TotalAmt03236
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt022422
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022422
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt022800
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/NetAssetsOrFundBalancesBOYAmt0798096
IRS990/NetAssetsOrFundBalancesEOYAmt0938360
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01669
IRS990/OfficeExpensesGrp/TotalAmt01669
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015000
IRS990/OtherAssetsTotalGrp/EOYAmt0121800
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SOCIAL NETWORKING EVENTS
IRS990/OtherExpensesGrp/Desc1BANK & CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2NATIONAL STA SPONSORSHIP
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06451
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2708
IRS990/OtherExpensesGrp/ProgramServicesAmt017683
IRS990/OtherExpensesGrp/TotalAmt017683
IRS990/OtherExpensesGrp/TotalAmt16451
IRS990/OtherExpensesGrp/TotalAmt25000
IRS990/OtherExpensesGrp/TotalAmt3708
IRS990/OtherRevenueTotalAmt00
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/PrincipalOfficerNm0HELEN KANG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE REGISTRATION
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER ACTIVITIES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt057650
IRS990/ProgramServiceRevenueGrp/ExclusionAmt114985
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt057650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114985
IRS990/ProgSrvcAccomActy2Grp/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, BOYS AND GIRLS CLUB SAN FRANCISCO, AND ST. ANTHONY'S PANTRY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt021183
IRS990/ProgSrvcAccomActy2Grp/GrantAmt021183
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ASSOCIATION HAS VARIOUS MEMBER EVENTS DURING THE YEAR TO FACILITATE PROFESSIONALNETWORKING SUCH AS GOLF, BOWLING, NETWORKING HAPPY HOURS, TRADER ROUNDTABLES AND A HOLIDAY GATHERING.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt017683
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt014985
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0379600
IRS990/PYGrantsAndSimilarPaidAmt017250
IRS990/PYInvestmentIncomeAmt05813
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0243945
IRS990/PYProgramServiceRevenueAmt036120
IRS990/PYRevenuesLessExpensesAmt0160338
IRS990/PYTotalExpensesAmt0261195
IRS990/PYTotalRevenueAmt0421533
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0140264
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0384850
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0798096
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0938360
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0479568
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0501623
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0121800
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONFERENCE DEPOSITS
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0121800
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt05933
IRS990ScheduleI/RecipientTable/CashGrantAmt16750
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BOYS & GIRLS CLUB SF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST ANTHONYS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0941156608
IRS990ScheduleI/RecipientTable/RecipientEIN1941513140
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt055 HAWTHORNE ST STE 600
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1150 GOLDEN GATE AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094105
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194102
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
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, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0803096
IRS990/TotalAssetsEOYAmt0938360
IRS990/TotalAssetsGrp/BOYAmt0803096
IRS990/TotalAssetsGrp/EOYAmt0938360
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0350000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032830
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0271963
IRS990/TotalFunctionalExpensesGrp/TotalAmt0304793
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05000
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt05000
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0798096
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0938360
IRS990/TotalProgramServiceExpensesAmt0271963
IRS990/TotalProgramServiceRevenueAmt072635
IRS990/TotalRevenueGrp/ExclusionAmt072635
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022422
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0445057
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0803096
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0938360
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0268 BUSH ST 923
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094104
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.SFSTA.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2023Detailed filing. Detailed filing data is available for this year.$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