SECURITY TRADERS ASSOCIATION OF CHIGAGO (EIN 237065367) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1934

Legal Domicile

Principal Officer

GINNY KOWALCZYK

Phone

3122511441

Tax Period

2023-03-01 to 2024-02-29

SECURITY TRADERS ASSOCIATION OF CHIGAGO, founded in 1934, is a small nonprofit that reported $611K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year.

Mission

PROVIDE NETWORKING AND EDUCATION FOR THE BETTERMENT OF THE SECURITY TRADING INDUSTRY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $63,247

Program Service Revenue $547,808

Investment Income $27

Other Revenue $0

TOTAL REVENUE $611,082

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $403,120

Other Expenses $641,825

TOTAL EXPENSES $641,825

Year-over-Year Comparison

	2023	2022	Change
Revenue	$611,082	$755,998	-0.2%
Expenses	$641,825	$730,645	-0.1%
Net Income	$-30,743	$25,353	-2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

200

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN ROY	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GOETSCH	DIRECTOR	1.00	Director	$0	$0	$0
DAN ROMANELLI	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAN FINKELSTEIN	DIRECTOR	2.00	Director	$0	$0	$0
LAUREN ARBID	VICE PRESIDENT	1.00	Officer	$0	$0	$0
TED BILHARZ	DIRECTOR	1.00	Director	$0	$0	$0
JAMES BOHRER	DIRECTOR	1.00	Director	$0	$0	$0
GEOFFREY COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE DAYAN	DIRECTOR	1.00	Director	$0	$0	$0
MIKE DUNCAN	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD GILLMAN	DIRECTOR	1.00	Director	$0	$0	$0
BETHANY GRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GUZY JR	DIRECTOR	1.00	Director	$0	$0	$0
GINNY KOWALCZYK	TREASURER	1.00	Officer	$0	$0	$0
GEORGE MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
BILL MILLER	DIRECTOR	1.00	Director	$0	$0	$0
SEAN RISTAU	DIRECTOR	1.00	Director	$0	$0	$0
PATTY SCHULER	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA SHULTZ	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW TOBIN	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT TUCKER	DIRECTOR	1.00	Director	$0	$0	$0
DAN YARA	DIRECTOR	1.00	Director	$0	$0	$0
SAM YUDELOVITCH	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN ZENDEL	TREASURER	1.00	Officer	$0	$0	$0
JASON SCHWAB	FINANCIAL SECRETARY	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$611,082	$641,825	$509,248	$-30,743
2023	$755,998	$730,645	$586,887	$25,353
2022	$381,825	$350,959	$453,030	$30,866
2020	$520,419	$409,878	$490,222	$110,541
2019	$478,659	$498,402	$549,228	$-19,743
2018	$417,014	$448,216	$542,906	$-31,202

SECURITY TRADERS ASSOCIATION OF CHIGAGO