Civic Intelligence

Securities Experts Roundtable

990EZ • Fiscal year 2020 • EIN 20-3248172

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 11, 2021

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

(919) 967-9040

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2020 filings • NTEE S41 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.01x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • NTEE S41 • <$500k nonprofits • Source year 2020

Net Margin

38th percentile

-2.1%

Higher net margin than 38% of similar nonprofits.

2020 filings • NTEE S41 • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2020 filings • NTEE S41 • <$500k nonprofits • Source year 2020

Asset Growth

43rd percentile

-0.7%

Faster asset growth than 43% of similar nonprofits.

2020 filings • NTEE S41 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

-24%

Faster revenue growth than 49% of similar nonprofits.

2020 filings • NTEE S41 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$54,191

Down $363 (-0.7%) from 2019

Net Assets

Down

$53,716

Down $838 (-1.5%) from 2019

Liabilities

$475

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin38th percentile

Revenue

Down

$40,800

Down $13,063 (-24%) from 2019

Expenses

Down

$41,638

Down $16,743 (-29%) from 2019

Net Income

Up

-$838

Up $3,680 (+81%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$54,191
Liabilities$475
Net Assets$53,716
Open 2020 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$40,800
Expenses$41,638
Net Income-$838
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 11, 2021
Return Version
2020v4.0
Gross Receipts
$40,800
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 Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth FalkDirector/President-$0--
Paul CarrollDirector/Pres-Elect-$0--
Jack HermannDirector/Treasurer-$0--
Geraldine Genco DubeDirector/Secy-$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
Controller
Phone
9199679040
Signed
2021-02-11

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

“Board of Directors meeting 4013.”

Form 990EZ, Part I, Line 16

“Website design 3566.”

Form 990EZ, Part I, Line 16

“Online fees 1102.”

Form 990EZ, Part I, Line 16

“Office expenses 182.”

Form 990EZ, Part I, Line 16

“Liability Insurance 3634.”

Form 990EZ, Part I, Line 16

“Zoom meetings/webinars 1030.”

Form 990EZ, Part I, Line 16

“Books subscriptions 599.”

Form 990EZ, Part I, Line 16

“Marketing 5012.”

Raw XML Appendix136 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt050630
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050967
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-838
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt022500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054554
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054191
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt040800
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt040800
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054554
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053716
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054554
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053716
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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/PersonNm0Elizabeth Falk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Paul Carroll
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jack Hermann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Geraldine Genco Dube
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director/President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director/Pres-elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director/Secy
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03924
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03224
IRS990EZ/OtherExpensesTotalAmt019138
IRS990EZ/PrimaryExemptPurposeTxt0SER provides continuing education and promotes ethics and integrity among its members while remaining dispute neutral as an organization
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Annual membership includes profile listing on website,accessto email of members,mentoring, library,newsletters.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Annual conference includes members and outside speakers on subjects relevant to our mission
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0475
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041638
IRS990EZ/TotalRevenueAmt040800
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0lnot applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board of Directors meeting 4013.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Website design 3566.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Online fees 1102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office expenses 182.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Liability Insurance 3634.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Zoom meetings/webinars 1030.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Books subscriptions 599.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Marketing 5012.
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia Koetting
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Controller
ReturnHeader/BusinessOfficerGrp/PhoneNum09199679040
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Securities Experts Roundtable
ReturnHeader/Filer/BusinessNameControlTxt0SECU
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/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/PreparationDt02021-02-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur M Agulnek CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-02-21T14:20:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Patricia
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Koetting
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,191
Liabilities
$475
Net assets
$53,716
Revenue
$40,800
Expenses
$41,638
Net income
-$838
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