Securities Transfer Association Inc
Securities Transfer Association Inc. shows consistent revenue growth and strong asset accumulation with no reported officer compensation.
EIN: 135275335 · White Stone, VA · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $677K |
| Total Expenses | $581K |
| Program Spending | 80% |
| Net Assets | $1.2M |
| Transparency Score | 85/100 |
Is Securities Transfer Association Inc Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Securities Transfer Association Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Securities Transfer Association Inc
Securities Transfer Association Inc (EIN: 135275335) is a nonprofit organization based in White Stone, VA. The organization reported total revenue of $677K and total assets of $1.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Securities Transfer Association Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Securities Transfer Association Inc is a small nonprofit that has been operating for 88 years, with 14 years of IRS 990 filings on record (2011–2024). Revenue has grown at a compound annual rate of 1.1%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $648K |
| Total Expenses | $581K |
| Surplus / Deficit | +$67K |
| Total Assets | $1.4M |
| Total Liabilities | $185K |
| Net Assets | $1.2M |
| Operating Margin | 10.3% |
| Debt-to-Asset Ratio | 13.2% |
| Months of Reserves | 29.0 months |
Financial Health Grade: A
In 2024, Securities Transfer Association Inc reported a surplus of $67K with revenue exceeding expenses, holds 29.0 months of operating reserves (strong position), has a debt-to-asset ratio of 13.2% (very low leverage).
Financial Trends
Over 14 years of filings (2011–2024), Securities Transfer Association Inc's revenue has grown at a compound annual growth rate (CAGR) of 1.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +7.3% | +15.1% | +7.7% |
| 2023 | +14.8% | +16.6% | +9.6% |
| 2022 | -2.6% | -3.8% | +12.3% |
| 2021 | -23.7% | -25.6% | +8.5% |
| 2020 | +9.7% | -7.4% | +2.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 1938 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Securities Transfer Association Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, Securities Transfer Association Inc allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $67K, with revenue exceeding expenses.
- Debt-to-asset ratio: 13.2%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, suggesting either a volunteer-led executive team or compensation levels below IRS reporting thresholds, which is highly favorable for resource allocation.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Securities Transfer Association Inc:
- Consistent revenue growth, from $594,673 in 2015 to $648,080 in 2024.
- Strong asset accumulation, increasing from $1,099,032 in 2015 to $1,404,791 in 2024.
- Consistent positive operating margins, indicating sound financial management (e.g., $66,848 surplus in 2024).
- No reported officer compensation, suggesting efficient use of funds for mission-related activities.
- Long history of IRS 990 filings (14 filings), indicating good transparency.
Frequently Asked Questions about Securities Transfer Association Inc
Is Securities Transfer Association Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Securities Transfer Association Inc (EIN: 135275335) appears legitimate. Mission Score: 85/100. 0 red flags identified, 5 strengths noted.
How does Securities Transfer Association Inc spend its money?
Securities Transfer Association Inc directs 80% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Securities Transfer Association Inc tax-deductible?
Securities Transfer Association Inc is registered as a tax-exempt nonprofit (EIN: 135275335). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Securities Transfer Association Inc's spending goes to programs?
Securities Transfer Association Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is Securities Transfer Association Inc located?
Securities Transfer Association Inc is headquartered in White Stone, Virginia and files with the IRS under EIN 135275335.
How many years of IRS 990 filings does Securities Transfer Association Inc have?
Securities Transfer Association Inc has 14 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $677K in total revenue.
Is Securities Transfer Association Inc. financially stable?
Yes, the organization demonstrates strong financial stability with consistent revenue growth, positive operating margins (e.g., $648,080 revenue vs. $581,232 expenses in 2024), and increasing assets from $1,099,032 in 2015 to $1,404,791 in 2024.
How does the organization manage executive compensation?
The Securities Transfer Association Inc. consistently reports 0% officer compensation in its IRS 990 filings, indicating that no reportable compensation is paid to its officers.
Has the organization's asset base grown over time?
Yes, the organization's assets have shown significant growth, increasing from $1,099,032 in 2015 to $1,404,791 in 2024, demonstrating a healthy accumulation of resources.
Filing History
IRS 990 filing history for Securities Transfer Association Inc showing financial trends over 14 years of public records:
Over 14 years of IRS 990 filings (2011–2024), Securities Transfer Association Inc's revenue has grown by 15%, moving from $564K to $648K. Total assets increased by 23.8% over the same period, from $1.1M to $1.4M. Total functional expenses fell by 6.5%, from $621K to $581K. In its most recent filing year (2024), Securities Transfer Association Inc reported a surplus of $67K, with revenue exceeding expenses. The organization holds $185K in liabilities against $1.4M in assets (debt-to-asset ratio: 13.2%), resulting in net assets of $1.2M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $648K | $581K | $1.4M | $185K | — | — |
| 2023 | $604K | $505K | $1.3M | $151K | — | — |
| 2022 | $526K | $433K | $1.2M | $136K | — | View 990 |
| 2021 | $540K | $450K | $1.1M | $98K | — | View 990 |
| 2020 | $708K | $605K | $976K | $105K | — | View 990 |
| 2019 | $646K | $653K | $952K | $184K | — | View 990 |
| 2018 | $588K | $567K | $920K | $145K | — | View 990 |
| 2017 | $590K | $599K | $895K | $141K | — | View 990 |
| 2016 | $580K | $741K | $910K | $146K | — | View 990 |
| 2015 | $595K | $608K | $1.1M | $174K | — | View 990 |
| 2014 | $583K | $700K | $1.1M | $142K | — | View 990 |
| 2013 | $601K | $568K | $1.2M | $152K | — | View 990 |
| 2012 | $620K | $586K | $1.2M | $154K | — | View 990 |
| 2011 | $564K | $621K | $1.1M | $146K | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $648K, expenses of $581K, and assets of $1.4M (revenue +7.3% year-over-year).
- 2023: Revenue of $604K, expenses of $505K, and assets of $1.3M (revenue +14.8% year-over-year).
- 2022: Revenue of $526K, expenses of $433K, and assets of $1.2M (revenue -2.6% year-over-year).
- 2021: Revenue of $540K, expenses of $450K, and assets of $1.1M (revenue -23.7% year-over-year).
- 2020: Revenue of $708K, expenses of $605K, and assets of $976K (revenue +9.7% year-over-year).
- 2019: Revenue of $646K, expenses of $653K, and assets of $952K (revenue +9.8% year-over-year).
- 2018: Revenue of $588K, expenses of $567K, and assets of $920K (revenue -0.3% year-over-year).
- 2017: Revenue of $590K, expenses of $599K, and assets of $895K (revenue +1.7% year-over-year).
- 2016: Revenue of $580K, expenses of $741K, and assets of $910K (revenue -2.5% year-over-year).
- 2015: Revenue of $595K, expenses of $608K, and assets of $1.1M (revenue +2.0% year-over-year).
- 2014: Revenue of $583K, expenses of $700K, and assets of $1.1M (revenue -3.0% year-over-year).
- 2013: Revenue of $601K, expenses of $568K, and assets of $1.2M (revenue -3.1% year-over-year).
- 2012: Revenue of $620K, expenses of $586K, and assets of $1.2M (revenue +10.0% year-over-year).
- 2011: Revenue of $564K, expenses of $621K, and assets of $1.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Securities Transfer Association Inc:
Data Sources and Methodology
This transparency report for Securities Transfer Association Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.