Civic Intelligence

Securities Experts Roundtable

EIN 20-3248172 • 501(c)6 • Chapel Hill, NC

Profile

SER provides continuing education and promotes ethics and integrity among its members while remaining dispute neutral as an organization

c/o PKoetting 1429 Twisted Oaks DriChapel Hill, NC 27516

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2025

Net Margin

42nd percentile

0.6%

Higher net margin than 42% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE S41 • <$500k nonprofits • Source year 2025

Asset Growth

52nd percentile

3.6%

Faster asset growth than 52% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

-8.1%

Faster revenue growth than 36% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$58,326

Up $2,051 (+3.6%) from 2024

Liabilities

Up

$3,834

Up $1,514 (+65%) from 2024

Net Assets

Up

$54,492

Up $537 (+1.0%) from 2024

Operations
Liabilities / Revenue73rd percentileNet Margin42nd percentile

Revenue

Down

$93,677

Down $8,252 (-8.1%) from 2024

Expenses

Down

$93,140

Down $2,599 (-2.7%) from 2024

Net Income

Down

$537

Down $5,653 (-91%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2019: $54,554Net Assets 2019: $54,5542019Assets 2020: $54,191Liabilities 2020: $475Net Assets 2020: $53,7162020Assets 2021: $48,865Net Assets 2021: $48,8652021Assets 2022: $52,575Net Assets 2022: $52,5752022Assets 2023: $47,765Net Assets 2023: $47,7652023Assets 2024: $56,275Liabilities 2024: $2,320Net Assets 2024: $53,9552024Assets 2025: $58,326Liabilities 2025: $3,834Net Assets 2025: $54,4922025

Highlighted filing

2025

Assets$58,326
Liabilities$3,834
Net Assets$54,492
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2019: $53,863Expenses 2019: $58,381Net Income 2019: -$4,5182019Revenue 2020: $40,800Expenses 2020: $41,638Net Income 2020: -$8382020Revenue 2021: $63,219Expenses 2021: $64,820Net Income 2021: -$1,6012021Revenue 2022: $74,375Expenses 2022: $70,665Net Income 2022: $3,7102022Revenue 2023: $87,205Expenses 2023: $92,015Net Income 2023: -$4,8102023Revenue 2024: $101,929Expenses 2024: $95,739Net Income 2024: $6,1902024Revenue 2025: $93,677Expenses 2025: $93,140Net Income 2025: $5372025

Highlighted filing

2025

Revenue$93,677
Expenses$93,140
Net Income$537
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,326
Liabilities
$3,834
Net assets
$54,492
Revenue
$93,677
Expenses
$93,140
Net income
$537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.58$0.04$0.54$0.94$0.93$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.02$0.54$1.02$0.96$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.87$0.92$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.74$0.71$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.63$0.65$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.41$0.42$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.54$0.58$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 25, 2026
Return Version
2025v4.0
Gross Receipts
$93,677
Mission and Program Overview

Mission

SER provides continuing education and promotes ethics and integrity among its members while remaining dispute neutral as an organization

Program Services

DescriptionGrantsExpenses
Annual membership includes profile listing on website,accessto email of members,mentoring, library,newsletters.--
Annual conference includes members and outside speakers on subjects relevant to our mission--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick DennisPresident-$0--
Jerry DeNigrisPresident-Elect-$0--
Charles WRansonTreasurer-$0--
Keith LovelandSecy-$0--
Filing and Contact Details

Filer

Filer Name
Securities Experts Roundtable
EIN
20-3248172
Phone
9199679040
Address
c/o PKoetting 1429 Twisted Oaks Dri, Chapel Hill, NC 27516

Signing Officer

Name
Patricia Koetting
Title
Executive Director
Phone
9199679040
Signed
2026-01-25

Preparer

Firm
Arthur M Agulnek CPA
Address
3928 Creek Crossing Dr, Plano, TX 75093
Preparer
Arthur M Agulnek CPA
Supplemental Narrative

Additional Explanations

Pt V, Line 44D

“lnot applicable”

Form 990EZ, Part I, Line 16

“Website design 935.”

Form 990EZ, Part I, Line 16

“Marketing expenses 3598.”

Form 990EZ, Part I, Line 16

“Office expenses”

Form 990EZ, Part I, Line 16

“Liability insurance 3607.”

Form 990EZ, Part I, Line 16

“Zoom meetings/webinars 1106.”

Form 990EZ, Part I, Line 16

“Books subscriptions 1075.”

Form 990EZ, Part I, Line 16

“Conference expenses 44414.”

Form 990EZ, Part I, Line 16

“Board of directors meeting 1613.”

Form 990EZ, Part I, Line 16

“Online fees 1074.”

Form 990EZ, Part I, Line 16

“New member breakfast 1412.”

Form 990EZ, Part I, Line 16

“Printing-mailing 57.”

Form 990EZ, Part I, Line 16

“Misc-gifts 498.”

Raw XML Appendix140 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Patricia Koetting
IRS990EZ/BooksInCareOfDetail/PhoneNum09199679040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01429 Twisted Oak Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chapel Hill
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027516
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052362
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt093677
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053955
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Patrick Dennis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jerry DeNigris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Charles WRanson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Keith Loveland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secy
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03913
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010000
IRS990EZ/OtherExpensesTotalAmt059389
IRS990EZ/PrimaryExemptPurposeTxt0SER provides continuing education and promotes ethics and integrity among its members while remaining dispute neutral as an organization
IRS990EZ/ProgramServiceRevenueAmt050745
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02320
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03834
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093140
IRS990EZ/TotalRevenueAmt093677
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0lnot applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Website design 935.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Marketing expenses 3598.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Liability insurance 3607.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Zoom meetings/webinars 1106.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Books subscriptions 1075.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Conference expenses 44414.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Board of directors meeting 1613.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Online fees 1074.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10New member breakfast 1412.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Printing-mailing 57.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Misc-gifts 498.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 44d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia Koetting
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09199679040
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Securities Experts Roundtable
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ReturnHeader/Filer/EIN0203248172
ReturnHeader/Filer/PhoneNum09199679040
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o PKoetting 1429 Twisted Oaks Dri
ReturnHeader/Filer/USAddress/CityNm0Chapel Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027516
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352304139
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Arthur M Agulnek CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03928 Creek Crossing Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plano
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075093
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur M Agulnek CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-01-29T10:00:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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