MID-ATLANTIC SECURITY TRADERS ASSOCIATION INC (EIN 521449753) - 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

2002

Legal Domicile

Principal Officer

Damon E Hall

Phone

4432241970

Tax Period

2025-01-01 to 2025-12-31

MID-ATLANTIC SECURITY TRADERS ASSOCIATION INC, founded in 2002, is a small nonprofit that reported $367K in total revenue in fiscal year 2025. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $143K, a strong 39% operating margin.

Mission

To promote the members' common interest in enhancing the success of the securities business by encouraging high standards of ethical conduct among the people engaged in the securities business, and at the same time promoting good fellowship and a spirit of cooperation among the members.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $362,550

Investment Income $4,647

Other Revenue $0

TOTAL REVENUE $367,197

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $224,325

TOTAL EXPENSES $224,325

Year-over-Year Comparison

	2025	2024	Change
Revenue	$367,197	$328,254	+0.1%
Expenses	$224,325	$474,961	-0.5%
Net Income	$142,872	$-146,707	-2.0%

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

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
Damon Hall	President	2.00	Officer Director	$0	$0	$0
Sam Kennedy	Vice President	2.00	Officer Director	$0	$0	$0
Matt Cook	Treasurer	2.00	Officer Director	$0	$0	$0
Thomas Coleman Jr	Secretary	2.00	Officer Director	$0	$0	$0
Krissy Bernstein	Director	2.00	Director	$0	$0	$0
Dan Muhly	Director	2.00	Director	$0	$0	$0
Brian Berman	Director	2.00	Director	$0	$0	$0
Steve Chmil	Director	2.00	Director	$0	$0	$0
Shawn Glisson	Director	2.00	Director	$0	$0	$0
Rebecca Lahar	Director	2.00	Director	$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
2025	$367,197	$224,325	$546,211	$142,872
2024	$328,254	$474,961	$403,839	$-146,707
2023	$382,960	$189,440	$550,046	$193,520
2022	$357,751	$198,141	$356,526	$159,610
2020	$233,931	$126,667	$216,438	$107,264
2019	$302,276	$368,950	$107,768	$-66,674

MID-ATLANTIC SECURITY TRADERS ASSOCIATION INC