San Francisco Security Traders Association Inc
- Assets
- $803.1k
- Revenue
- $421.5k
- Investments
- $0.0
- Employees
- 0
- Location
- San Francisco, CA
- Founding
- 10/1981
- Data as of
- 12/2022
- EIN
- 94-2633817
Organization Overview
San Francisco Security Traders Association Inc is located in San Francisco, CA. The organization was established in 1981. According to its NTEE Classification (S99) the organization is classified as: Community Improvement & Capacity Building N.E.C., under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. San Francisco Security Traders Association Inc is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2022, San Francisco Security Traders Association Inc generated $421.5k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.0% each year. All expenses for the organization totaled $261.2k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SFSTA 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.
THE ASSOCIATION HAS VARIOUS MEMBER EVENTS DURING THE YEAR TO FACILITATE PROFESSIONALNETWORKING SUCH AS INCLUDE GOLF, BOWLING, AND A HOLIDAY GATHERING.
THE 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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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sean Dunne Director | Trustee | 1 | $0 |
Ramneet Johl Director | Trustee | 1 | $0 |
Stephanie Libien Past President | OfficerTrustee | 1 | $0 |
Erin Williams Director | Trustee | 2 | $0 |
Chad Smith 1st VP | OfficerTrustee | 1 | $0 |
Chuck Lowen Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $24,600 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $355,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $379,600 |
| Total Program Service Revenue | $36,120 |
| Investment income | $5,813 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $421,533 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $17,250 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $6,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $44 |
| Office expenses | $1,092 |
| Information technology | $3,510 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $81 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $191,609 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $3,236 |
| All other expenses | $464 |
| Total functional expenses | $261,195 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $308,528 |
| Savings and temporary cash investments | $479,568 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $15,000 |
| Total assets | $803,096 |
| Accounts payable and accrued expenses | $5,000 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $5,000 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $798,096 |
| Total liabilities and net assets/fund balances | $803,096 |