SAN FRANCISCO SECURITY TRADERS ASS… - Form 990 Financial Data

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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

1930

Legal Domicile

Principal Officer

ALINA SHAH

Phone

4155039399

Tax Period

2024-01-01 to 2024-12-31

SAN FRANCISCO SECURITY TRADERS ASSOC INC, founded in 1930, is a small nonprofit that reported $492K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $109K, a strong 22% operating margin.

Mission

SFSTA IS A PROFESSIONAL ORGANIZATION FOR THOSE IN THE SECURITIES INDUSTRY. IT PROMOTES THE INTERESTS OF ITS MEMBERS THROUGH SOCIAL AND CHARITABLE EVENTS AND ENCOURAGES GOOD FELLOWSHIP, COOPERATION AND HIGH ETHICAL STANDARDS OF CONDUCT.

Program Service Accomplishments

Program 1

Expenses: $247,519 Revenue: $424,100

SFSTA HOSTS AN ANNUAL CONFERENCE OPEN TO PARTICIPANTS FROM THE US AND CANADA. THE EVENT PROVIDES OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND NETWORKING. ACTIVITIES INCLUDE BUSINESS MEETINGS...

SFSTA HOSTS AN ANNUAL CONFERENCE OPEN TO PARTICIPANTS FROM THE US AND CANADA. THE EVENT PROVIDES OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND NETWORKING. ACTIVITIES INCLUDE BUSINESS MEETINGS, DISCUSSION OF ISSUES SUCH AS QUANTITATIVE INVESTMENTS, TRADING STRATEGIES, AND MARKET STRUCTURE UPDATES. SOCIAL ACTIVITIES INCLUDE RECEPTIONS, DINNERS AND VARIOUS GOLFING OPPORTUNITIES TO INCLUDE A TOURNAMENT. THIS CONFERENCE IS THE LARGEST AND MOST WELL ATTENDED OF ALL OF THOSE AFFILIATED WITH THE NATIONAL SECURITIES TRADERS ASSOCIATION.

Program 2

Expenses: $36,842 Revenue: $7,440

THE ASSOCIATION HAS VARIOUS MEMBER EVENTS DURING THE YEAR TO FACILITATE PROFESSIONAL NETWORKING SUCH AS INCLUDE GOLF, BOWLING, AND A HOLIDAY GATHERING.

Program 3

Expenses: $35,500

THE ASSOCIATION GRANTS GENERAL SUPPORT TO LOCAL CHARITABLE ORGANIZATIONS. OVER THE LAST SIX YEARS, THE ORGANIZATION HAS GRANTED OVER $60,000 TO ORGANIZATIONS WHICH ARE FOCUSED ON A VARIETY OF SOCIAL ISSUES TO INCLUDE THE PREVENTION OF VIOLENCE AGAINST CHILDREN, FEED AND SHELTER THOSE IN NEED, OR SUPPORT LEADERSHIP POTENTIAL IN BAY AREA YOUTH. SF SECURITY TRADER MEMBERS ALSO VOLUNTEER AT LOCAL FOOD BANKS, GLIDE MEMORIAL CHURCH EVENTS, AND SPECIAL OLYMPIC PROGRAMS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $461,091

Investment Income $31,212

Other Revenue $0

TOTAL REVENUE $492,303

Expense Breakdown

Grants Paid $35,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $319,861

Other Expenses $348,021

TOTAL EXPENSES $383,521

Year-over-Year Comparison

	2024	2023	Change
Revenue	$492,303	$445,057	+0.1%
Expenses	$383,521	$304,793	+0.3%
Net Income	$108,782	$140,264	-0.2%

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

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
HELEN KANG	TREASURER	2.00	Officer Director	$0	$0	$0
RAMNEET JOHL	SECRETARY	2.00	Officer Director	$0	$0	$0
CHARLES LOWEN	1ST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GARY RUSSILLO	2ND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ALINA SHAH	PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRISTOPHER TRUCHAN	PAST PRESIDENT	2.00	Officer 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	No data	No data	No data	No data
2024	$492,303	$383,521	$1,060,392	$108,782
2023	$445,057	$304,793	$938,360	$140,264
2022	$421,533	$261,195	$803,096	$160,338
2021	$192,139	$185,755	$637,758	$6,384
2020	$142,408	$37,188	$631,374	$105,220
2019	$347,012	$302,747	$524,685	$44,265
2018	$336,697	$348,673	$480,420	$-11,976

SAN FRANCISCO SECURITY TRADERS ASSOC INC