SECURITY TRADERS ASSOCIATION OF WISCONSIN INC: Form 990EZ, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SECURITY TRADERS ASSOCIATION OF WISCONSIN INC (EIN 39-1528079)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-04
- IRS object ID
- 202611249349201321
- Schema version
- 2025v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-04T09:38:34-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N WATER ST SUITE 2000 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391528079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECURITY TRADERS ASSOCIATION OF | BusinessNameLine1Txt |
| Business Name Line2 | WISCONSIN INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SECU | BusinessNameControlTxt |
| Phone | 4147653625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 510951 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEXI ZAWACKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4147653625 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELBY NETZ | PreparerPersonNm |
| PTIN | P01405265 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2026-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | STAWISCONSIN.ORG | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $74,245 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Membership Dues | $3,470 | MembershipDuesAmt |
| Gaming Gross Income | $4,275 | GamingGrossIncomeAmt |
| Special Events Direct Expenses | $4,379 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$104 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $66,500 | OtherRevenueTotalAmt |
| Total Revenue | $69,866 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $11,775 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $48,078 | OtherExpensesTotalAmt |
| Total Expenses | $59,853 | TotalExpensesAmt |
| Excess Or Deficit For Year | $10,013 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $54,401 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $64,414 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,401 | BOYAmt |
| EOY | $64,414 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,401 | BOYAmt |
| EOY | $64,414 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,401 | BOYAmt |
| EOY | $64,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE PURPOSE IS TO PROVIDE MEMBERS WITH SOCIAL AND RECREATIONAL ACTIVITIES IN WHICH MEMBERS ARE ABLE TO MEET OTHERS IN THE SECURITIES & INVESTMENT INDUSTRY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | CONVENTIONS AND MEETINGS TO PROVIDE MEMBERS WITH SOCIAL AND RECREATIONAL ACTIVITIES IN WHICH MEMBERS ARE ABLE TO MEET OTHERS IN THE SECURITIES AND INVESTMENT INDUSTRY. MOST ATTENDEES ARE A MIX OF BUY-SIDE TRADERS, SELL-SIDE TRADERS, AND VENDORS WHO SERVE THESE TWO GROUPS. EVENTS FOR 2025 INCLUDED:- SPRING BREWER'S GAME NETWORKING EVENT FOR BOTH LOCAL TRADERS AND TRADERS/SALESPEOPLE FROM THROUGHOUT THE INDUSTRY. - ANNUAL SUMMER TWO-DAY EVENT, CONSISTING OF AN EVENING CONFERENCE FOLLOWED BY A GOLF OUTING THE NEXT DAY, WITH APPROXIMATELY 100 ATTENDEES. THE EVENT INCLUDED A SPEAKER AND NETWORKING OPPORTUNITIES FOR MEMBERS AND INDUSTRY PROFESSIONALS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $11,775 | GrantsAndAllocationsAmt |
| Program Service Expenses | $52,458 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $52,458 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| LEXI ZAWACKI | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| BOBBY GREENE | ||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| NICK WATRY | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| ETHAN GREGOR | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| TOM BLACK | ||||
| ADVISOR | 1.00 | $0 | $0 | $0 |
| MICHAEL HILBERT | ||||
| ADVISOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICK WATRY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4147653511 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: SPONSORSHIP FEES. AMOUNT: 66,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: GRANTEES UNDER $5,000. AMOUNT GIVEN: 2,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: SPECIAL SPACES INC. GRANTEE ADDRESS: 1256 CAPITOL DRIVE PEWAUKEE, WI 53072. AMOUNT GIVEN: 9,275. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 11,775. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 862. DESCRIPTION: PRIZES AND CONVENTION GIFTS. AMOUNT: 9,587. DESCRIPTION: ANNUAL CONVENTION. AMOUNT: 4,915. DESCRIPTION: BREWERS EVENT. AMOUNT: 7,337. DESCRIPTION: GOLF OUTING. AMOUNT: 8,776. DESCRIPTION: DEER DISTRICT EVENT. AMOUNT: 8,733. DESCRIPTION: IT. AMOUNT: 678. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 5,821. DESCRIPTION: BOARD MEMBER REIMBURSEMENTS. AMOUNT: 1,369. TOTAL TO FORM 990-EZ, LINE 16: 48,078. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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. | DeclarationDesc |