STRATEGY STUDIO / PUBLIC DATA EXPLORER

SECURITY TRADERS ASSOCIATION OF WISCONSIN INC: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SECURITY TRADERS ASSOCIATION OF WISCONSIN INC (EIN 39-1528079)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-14
IRS object ID
202001969349202555
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-14T11:29:14-04:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274423459PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JCW Tax & Accounting LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112603 W Cleveland AveAddressLine1Txt
CityNew BerlinCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53151ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391528079EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Security Traders Association of Wisconsin IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSECUBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 510552AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAmy WiedmeyerPersonNm
Person TitleTreasurerPersonTitleTxt
Phone4142257371PhoneNum
Signature2020-07-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJayson C Werra EAPreparerPersonNm
PTINP00946448PTIN
Phone2622993772PhoneNum
Preparation2020-07-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.133.193.169IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-14IPDt
IP Tm16:02:00IPTm
Federal Original Submission Id3958392020196n32z2c2FederalOriginalSubmissionId
Federal Original Submission Id2020-07-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2182EBE651CC85660B1F536148DAE474E3766BA7AtSubmissionCreationDeviceId
At Submission Filing Device Id2182EBE651CC85660B1F536148DAE474E3766BA7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-09-22 18:59:49ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresshttp://stawisconsin.orgWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$68,415GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Investment Income$68,415InvestmentIncomeAmt
Total Revenue$68,415TotalRevenueAmt
Grants And Similar Amounts Paid$6,700GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$595FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$92PrintingPublicationsPostageAmt
Other Expenses Total$58,528OtherExpensesTotalAmt
Total Expenses$65,915TotalExpensesAmt
Excess Or Deficit For Year$2,500ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$52,384NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$54,884NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$52,384BOYAmt
EOY$54,884EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$52,384BOYAmt
EOY$54,884EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$52,384BOYAmt
EOY$54,884EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeSee Schedule OPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomConventions and meetings to provide members with social and recreational activities in which members can meet others in the securities and investment industry.DescriptionProgramSrvcAccomTxt
Grants And Allocations$6,700GrantsAndAllocationsAmt
Program Service Expenses$59,215ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$59,215TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Amy Wiedmeyer
Tresurer1.00$0$0$0
Nora Nicols
President1.00$0$0$0
Paul Joseph
Vice President1.00$0$0$0
Jon Decker
Director1.00$0$0$0
Jack Miller
Director1.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAmy WiedmeyerPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 510552AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Phone4142257371PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Filed Schedule AfalseFiledScheduleAInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
General explanation attachmentForm 990-EZ, Part III Primary Exempt Purpose - The purpose is to provide members with social and recreational activities in which members can meet others in the securities and investment industry.
List of grants and similar amounts paid Part I line 10Grantee Secure Futures Street 710 N Plakinton Ave Ste 1400 City, State, Zip Milwaukee, WI 53203Amount 4,000Grantee Various Org indiv less than $5,000 Amount 2,700
Description of other expenses Part I line 16Description AmountAnnual Convention 30,585Dues to National 4,100Insurance Premiums 1,442Prizes and Convention Gifts 16,719Website 227Brewers Event 5,455
Personal benefit contract statement Part VThe organization did not, during the year, receive any funds directly or indirectly, to pay premiums on a personal benefit contract. The organization did not, during the year, pay any premiums directly or indirectly, on a personal benefit contract.