Nonprofit · EIN 91-6029799
SECURITY TRADERS ASSOCIATION
Tax-exempt · NEW YORK, NY 10010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,635,586 | $1,738,486 | -$102,900 | $1,684,480 | $373,158 | $1,311,322 |
| December 31, 2023 | 990 | $1,575,626 | $1,484,839 | $90,787 | $1,477,352 | $62,466 | $1,414,886 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $400,360
- Membership dues
- $400,360
- Program service revenue
- $1,163,506
- Investment income
- $71,720
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $348,135
- Salaries, compensation and benefits (total)
- $646,077
- Professional fundraising fees
- $0
- Legal fees
- $134,035
- Accounting fees
- $15,000
- Occupancy
- $48,845
- Travel
- $59,505
- Program services (functional)
- $1,323,684
- Management and general (functional)
- $218,324
- Fundraising (functional)
- $196,478
Balance sheet and other
- Total assets, start of year
- $1,477,352
- Total assets, end of year
- $1,684,480
- Total liabilities, end of year
- $373,158
- Net assets, end of year
- $1,311,322
- Net assets without donor restrictions
- $1,311,322
- Gross receipts
- $1,635,586
- Employees
- 4
- Year formed
- 1934
- State of legal domicile
- IL
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE ANDRESS | CHAIRMAN Trustee or director, Officer | 2 | $0 |
| KEVIN SKARBEK | VICE CHAIRMA Trustee or director, Officer | 2 | $0 |
| JIM HYDE | PAST CHAIRMA Trustee or director, Officer | 2 | $0 |
| PATRICK KOETZNER | TREASURER Trustee or director, Officer | 2 | $0 |
| STEPHANIE MINISTER | SECRETARY Trustee or director, Officer | 2 | $0 |
| JIM TOES | PRESIDENT & Trustee or director, Officer | 2 | $0 |
| LAUREN ARBID | GOVERNOR Trustee or director, Officer | 1 | $0 |
| STEVE CAPURSO | GOVERNOR Trustee or director, Officer | 1 | $0 |
| PATRICK FAGAN | GOVERNOR Trustee or director, Officer | 1 | $0 |
| SHAWN GLISSON | GOVERNOR Trustee or director, Officer | 1 | $0 |
| JEREMY HABER | GOVERNOR Trustee or director, Officer | 1 | $0 |
| CARLOS JIMENEZ | GOVERNOR Trustee or director, Officer | 1 | $0 |
| REBECCA LAHAR | GOVERNOR Trustee or director, Officer | 1 | $0 |
| VINNIE LAMACCHIA | GOVERNOR Trustee or director, Officer | 1 | $0 |
| JEFF MENDI | GOVERNOR Trustee or director, Officer | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEREMY VEST | GOVERNOR Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULA SEXSMITH | GOVERNORS Trustee or director, Officer | 1 | $0 |
| PATRICK FAGAN | GOVERNORS Trustee or director, Officer | 1 | $0 |
| KEVIN SKARBEK | SECRETARY Trustee or director, Officer | 2 | $0 |
| STEPHANIE MINISTER | GOVERNOR Trustee or director, Officer | 1 | $0 |
| JULIE ANDRESS | TREASURER Trustee or director, Officer | 2 | $0 |
| JAMES HYDE | VICE CHAIRMA Trustee or director, Officer | 2 | $0 |
| RYAN KWIATKOWSKI | CHAIRMAN Trustee or director, Officer | 2 | $0 |
| KATE MCALLISTER | PAST CHAIR Trustee or director, Officer | 1 | $0 |
| JAMES TOES | PRESIDENT & Officer | 2 | $0 |
| BRIAN STENSON | GOVERNOR Trustee or director, Officer | 1 | $0 |
| STEVE CAPURSO | GOVERNOR Trustee or director, Officer | 1 | $0 |
| PATRICIA KOETZNER | GOVERNOR Trustee or director, Officer | 1 | $0 |
| INESSA RUFFMAN | GOVERNOR Trustee or director, Officer | 1 | $0 |
| JEREMY HABER | GOVERNOR Trustee or director, Officer | 1 | $0 |
| GIANG BUI | GOVERNOR Trustee or director, Officer | 1 | $0 |
| CARLOS JIMENEZ | GOVERNOR Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1115 BROADWAY SUITE 1110, NEW YORK, NY 10010-3450
- Principal officer (990 for 2024)
- JIM TOES, 115 BROADWAY SUITE 1110, NEW YORK, NY 10010
- Signed the 990
- JIM TOES, PRESIDENT & CEO
- Phone
- (646) 699-5995
- Website
- SECURITYTRADERS.ORG
- Return prepared by
- STABLE ROCK SERVICES LLC
Mission
SECURITY TRADERS ASSOCIATION (STA) IS A GRASSROOTS ORGANIZATION COMPRISED OF 24 AFFILIATES IN THE U.S. AND CANADA. STA'S MISSION IS TO EDUCATE AND REPRESENT MEMBERS OF THE FINANCIAL SERVICES INDUSTRY ACROSS VARYING BUSINESS MODELS.
Program accomplishments
- SINCE BEING FOUNDED IN 1934 STA HAS MAINTAINED A STRONG PRESENCE IN WASHINGTON DC ENGAGING WITH U.S. REGULATORS AND POLICYMAKERS ON ISSUES THAT DIRECTLY AFFECT ITS MEMBERS. STA SERVES AND EDUCATES INDIVIDUALS EMPLOYED IN THE FINANCIAL SERVICES INDUSTRY. ITS ANNUAL MARQUEE EVENT PROVIDES A UNIQUE OPPORTUNITY TO EDUCATE ITS MEMBERS ON THE LATEST ISSUES AFFECTING THEIR PROFESSION AND PROVIDE THEM WITH A PLATFORM FOR NETWORKING WHICH CONTRIBUTES TO THEIR CAREER DEVELOPMENT AND PRODUCTIVITY.Expenses $1,310,181 · revenue $1,163,506
- ADDITIONAL ACCOMPLISHMENTS INCLUDE: - FIFTY NEWSLETTERS & EDUCATIONAL ARTICLES PER YEAR - TEN INDUSTRY OPEN CALLS ON INDUSTRY TOPICS - TWO EDUCATIONAL CONFERENCES PER YEAR - WOMEN IN FINANCE SYMPOSIUM AND ANNUAL MARKET STRUCTURE
- SINCE BEING FOUNDED IN 1934 STA HAS MAINTAINED A STRONG PRESENCE IN WASHINGTON DC ENGAGING WITH U.S. REGULATORS AND POLICYMAKERS ON ISSUES THAT DIRECTLY AFFECT ITS MEMBERS. STA SERVES AND EDUCATES INDIVIDUALS EMPLOYED IN THE FINANCIAL SERVICES INDUSTRY. ITS ANNUAL MARQUEE EVENT PROVIDES A UNIQUE OPPORTUNITY TO EDUCATE ITS MEMBERS ON THE LATEST ISSUES AFFECTING THEIR PROFESSION AND PROVIDE THEM WITH A PLATFORM FOR NETWORKING WHICH CONTRIBUTES TO THEIR CAREER DEVELOPMENT AND PRODUCTIVITY.Expenses $13,503
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 91-6029799
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1945
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,684,480
- Income (IRS master file)
- $1,635,586
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,635,586 | $1,738,486 | $1,684,480 | XML |
| 990 | December 2023 | $1,575,626 | $1,484,839 | $1,477,352 | XML |
| 990 | December 2022 | $1,379,224 | $1,457,249 | $1,478,782 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 91-6029799).
Questions about SECURITY TRADERS ASSOCIATION
- What is the EIN of SECURITY TRADERS ASSOCIATION?
- The employer identification number (EIN) of SECURITY TRADERS ASSOCIATION is 91-6029799.
- Is SECURITY TRADERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1945.
- Are donations to SECURITY TRADERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SECURITY TRADERS ASSOCIATION 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 SECURITY TRADERS ASSOCIATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SECURITY TRADERS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SECURITY TRADERS ASSOCIATION?
- The 990 for the year ended December 31, 2024 names JIM TOES.
- Who are the officers and directors of SECURITY TRADERS ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does SECURITY TRADERS ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,635,586, expenses of $1,738,486 and total assets of $1,684,480 at year end.
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