Security Traders Association of Wisconsin Inc

Nonprofit profile at a glance

EIN
391528079
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025
Location
Milwaukee, WI, USA
Phone
4147653625
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Business and Industry

Reported finances

Revenue
$69,866
Expenses
$59,853
Assets
$64,414
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • LEXI ZAWACKI (PRESIDENT)
  • BOBBY GREENE (VICE PRESIDENT)

People named in this filing

  • LEXI ZAWACKI (PRESIDENT)
  • BOBBY GREENE (VICE PRESIDENT)
  • NICK WATRY (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The purpose is to provide members with social and recreational activities in which members are able to meet others in the securities & investment industry.

What it reported doing in 2025

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.

Operating model

Revenue model
Other-operating. 95% of the money available for current operations came from other operating revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 78% for direct work, and 22% for grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 82
  • Sustainability: 60
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 75.1%; rating input score 75
  • Program expense ratio: 87.6%; rating input score 88

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 14.3%; rating input score 66; 66th percentile among comparable filings
  • Total-asset coverage ratio: 1.08; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -4.9% per year; rating input score 0; 36th percentile among comparable filings
  • Revenue growth: -5.7% per year; rating input score 0; 32nd percentile among comparable filings
  • Asset growth: -5.1% per year; rating input score 0; 24th percentile among comparable filings

Details

  • Where the money goes: 75.1% of revenue deployed · 87.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $52K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 11 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.