Securites Transfer Association

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 135275335 ✦ White stone, VA ✦ Designated as a 501(c)(6)

Shop smarter and support your favorite cause at the same time! With the Give Freely browser extension, you'll automatically save money with coupons, and partner stores will donate to your chosen charity - at no extra cost to you. Start giving back with a single click. It's safe, free, and spam-free, guaranteed!

Overview

What is Securites Transfer Association?

The Securities Transfer Association, located at 574 Blue Heron Lane, White Stone, Virginia 22578, is a nonprofit organization that serves as a collective voice for the securities transfer industry. With a small team of two employees, they actively engage in representing their sector before regulatory and legislative bodies. Their role is multifaceted, encompassing both an advisory function, where they provide valuable insights to all members, and an educational one, ensuring members are well-informed on evolving regulations and laws, such as unclaimed property laws, consumer privacy laws, IRS Rule 2018-17, and other transfer agent regulations. The Securities Transfer Association holds periodic meetings and an annual conference to facilitate this knowledge exchange, ultimately benefiting the entire securities transfer industry.


Official website here: www.stai.org

Is Securites Transfer Association legitimate?

Securites Transfer Association is a legitimate nonprofit organization registered as a 501(c)(6) entity. Securites Transfer Association submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $256,688
Professional Fundraising Fees: $0
Other Salaries and Wages: $98,225

For more financial information, click here


Official website here: www.stai.org

What is the mission statement of Securites Transfer Association?

The Securities Transfer Association serves a vital role in representing the securities transfer industry before regulatory and legislative bodies. Their mission is multifaceted, encompassing an advisory function and an educational role, all aimed at benefiting their member base as a whole. They accomplish this by hosting periodic meetings and an annual conference, where they educate members on new regulations affecting the securities transfer industry, such as unclaimed property laws, consumer privacy laws, and other transfer agent regulations. Their objective is to ensure that the securities transfer industry remains compliant and well-informed in an ever-evolving regulatory landscape.


Official website here: www.stai.org

What is the revenue of Securites Transfer Association?

Securites Transfer Association's revenue in 2024 was $648,080.


Official website here: www.stai.org

Who are the executives of Securites Transfer Association and what are their salaries?

The average compensation at Securites Transfer Association during 2024 was $177,456. There are 2 employees at Securites Transfer Association.

Here are 8 key members and their salaries:


Melissa Cabocel (Executive Di)
  • Compensation: $256,688
  • Related: $0
  • Other: $0
Lara Donaldson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Peter Duggan (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Robert Goad (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Margot Jordan (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kara Kennedy (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
William Miller (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steven Nelson (Vice Preside)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.stai.org

Where can I find the form 990 for Securites Transfer Association?

Securites Transfer Association's most recent form 990 was submitted in 2024 and can be accessed here.


Official website here: www.stai.org

Learn more at the official website: www.stai.org

Mission Statement of Securites Transfer Association

Securities Transfer Association, abbreviated as STA, serves as a significant representative for the securities transfer industry. Its mission is multifaceted, encompassing representation before regulatory and legislative bodies, as well as an advisory and educational role for the benefit of all its members. The association plays a pivotal role in ensuring that its members stay informed about new regulations and laws affecting the securities transfer industry. It does this through periodic meetings and an annual conference, where members are educated on various topics such as unclaimed property laws, consumer privacy laws, IRS Rule 2018-17, and other transfer agent regulations. By doing so, STA contributes to the overall growth and success of its members within the securities transfer industry.

Shop smarter and support your favorite cause with the Give Freely browser extension. Save money with coupons and donate to charity with a single click. Download now!

Impact




October, 2024

The Securities Transfer Association (STA) plays a pivotal role in shaping the landscape of the securities transfer industry. By representing the interests of stakeholders before regulatory and legislative bodies, the STA influences key policymaking processes that can have far-reaching effects on compliance and operational standards within the industry.

Through its advisory and educational initiatives, the STA provides critical insights into emerging regulations and laws, such as unclaimed property laws, consumer privacy laws, and IRS rules. These resources equip members with the knowledge needed to navigate complex regulatory environments and adapt to changes effectively.

The STA organizes periodic meetings and an annual conference, fostering a platform for dialogue and information exchange that helps members stay abreast of industry trends and challenges. This educational focus is essential not only for enhancing individual member capabilities but also for strengthening the overall integrity of the securities transfer sector.

Ultimately, the STA's influence supports community improvement by promoting efficiency, transparency, and compliance within the industry, all of which contribute to a more robust financial ecosystem.




This information is meant to be a general summary of Securites Transfer Association. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$648,080 (2024)
Expenses
$581,232 (2024)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2024.

  • Investment Income: $34,891
  • Program Service Revenue: $143,700
  • Gross Receipts: $648,080

Assets and Liabilities:

  • Total Assets: $1,304,000
  • Total Liabilities: $150,938
  • Net Assets: $1,153,062

Want to help this charity, for free? You can click here to learn more about Give Freely

Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

ANNUAL MEETING INCOME

Revenue

$142,450

GUIDELINES INCOME

Revenue

$1,250

Organization Details

Founding Year

1971

Principal Officer

Melissa Cabocel

NTEE Category

Code: S41 - Community improvement

If you are a representative of Securites Transfer Association and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.