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Nonprofit · EIN 23-7152897

SHAREHOLDER SERVICES ASSOCIATION INC

Tax-exempt · ST LOUIS PARK, MN 55426

Financials

$189K$211K2022$174K$195K2023$138K$202K2024
Revenue Expenses · by fiscal year end
Financials of SHAREHOLDER SERVICES ASSOCIATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-EZ$137,943$202,144-$64,201$248,304$0$248,304
September 30, 2024990-EZ$174,002$194,729-$20,727$305,169$0$305,169
September 30, 2023990-EZ$189,295$211,276-$21,981$298,763$0$298,763
Financial details: 990-EZ for the year ended September 30, 2025

Revenue

Membership dues
$37,000
Program service revenue
$93,886
Investment income
$7,057

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$97,718
Printing, publications and postage
$13
Other expenses
$104,413

Balance sheet and other

Total assets, start of year
$305,169
Total assets, end of year
$248,304
Total liabilities, end of year
$0
Net assets, end of year
$248,304
Cash, savings and investments
$248,304
Gross receipts
$137,943

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
STACEY BETSONDIRECTOR0$0
LASHURN PURNELLDIRECTOR0$0
GENE GABRILSKADIRECTOR0$0
TARA ALTMANDIRECTOR0$0
VIELLA BARDOUILLEDIRECTOR0$0
MEGHAN O'DONNELLDIRECTOR0$0
NICOLE MAUNEYPRESIDENT0$0
KEVIN BURNSVICE PRESIDENT0$0
KIM MCKIERNANSECRETARY0$0
DARIN NORMANTREASURER0$0
990-EZ for the year ended September 30, 2024: 11 people
NameTitleHours / weekCompensation
STACEY BETSONDIRECTOR0$0
LASHURN PURNELLDIRECTOR0$0
MARK GEREBDIRECTOR0$0
MELISSA MCCARTHYDIRECTOR0$0
TARA ALTMANDIRECTOR0$0
VIELLA BARDOUILLEDIRECTOR0$0
MEGHAN O'DONNELLDIRECTOR0$0
NICOLE MAUNEYPRESIDENT0$0
KEVIN BURNSVICE PRESIDENT0$0
KIM MCKIERNANSECRETARY0$0
DARIN NORMANTREASURER0$0
990-EZ for the year ended September 30, 2023: 10 people
NameTitleHours / weekCompensation
STACEY BETSONDIRECTOR0$0
KEVIN BURNSDIRECTOR0$0
MARK GEREBDIRECTOR0$0
MELISSA MCCARTHYDIRECTOR0$0
DARIN NORMANDIRECTOR0$0
SID RODRIGUEDIRECTOR0$0
NICOLE MAUNEYPRESIDENT0$0
LARRY KARPVICE PRESIDENT0$0
GAY KAYLORSECRETARY0$0
KIM MCKIERNANTREASURER0$0

Address and contacts

Address (IRS master file)
600 HIGHWAY 169 S STE 1101, ST LOUIS PARK, MN 55426-1206
In care of
% CHRIS DOWD
Signed the 990-EZ
DARIN NORMAN, TREASURER
Phone
(763) 253-4311
Return prepared by
ELLINGSON CPAS

Mission

THE ORGANIZATION PROVIDES NETWORKING OPPORTUNITIES, EDUCATION, ADVOCACY, INDUSTRY RESOURCES AND UPDATES ON LAWS & REGULATIONS THAT GOVERN CORPORATE TRANSFER AGENTS FOR MEMBERS AND STAKEHOLDERS.

990-EZ for the year ended September 30, 2025

Program accomplishments

  • EDUCATIONAL PROGRAMS AND MATERIALS INCLUDING THE ANNUAL CONFERENCE PROVIDED TO MEMBERS.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-EZ on file
2023September 30, 2024February 17, 2025990-EZ on file

IRS record

EIN
23-7152897
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1972
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$248,304
Income (IRS master file)
$137,943

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZSeptember 2025$137,943$202,144$248,304XML
990-EZSeptember 2024$174,002$194,729$305,169XML
990-EZSeptember 2023$189,295$211,276$298,763XML
990-EZSeptember 2022–––IRS
990September 2021–––IRS
990September 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7152897).

Questions about SHAREHOLDER SERVICES ASSOCIATION INC

What is the EIN of SHAREHOLDER SERVICES ASSOCIATION INC?
The employer identification number (EIN) of SHAREHOLDER SERVICES ASSOCIATION INC is 23-7152897.
Is SHAREHOLDER SERVICES ASSOCIATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1972.
Are donations to SHAREHOLDER SERVICES ASSOCIATION INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SHAREHOLDER SERVICES ASSOCIATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SHAREHOLDER SERVICES ASSOCIATION INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHAREHOLDER SERVICES ASSOCIATION INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended September 2025.
Who are the officers and directors of SHAREHOLDER SERVICES ASSOCIATION INC?
The 990-EZ for the year ended September 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does SHAREHOLDER SERVICES ASSOCIATION INC have?
On its 990-EZ for the year ended September 30, 2025 it reported revenue of $137,943, expenses of $202,144 and total assets of $248,304 at year end.

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