Civic Intelligence

Securities Experts Roundtable

990EZ • Fiscal year 2021 • EIN 20-3248172

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 18, 2022

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

30th percentile

-2.5%

Higher net margin than 30% of similar nonprofits.

2021 filings • NTEE S41 • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2021 filings • NTEE S41 • <$500k nonprofits • Source year 2021

Asset Growth

23rd percentile

-9.8%

Faster asset growth than 23% of similar nonprofits.

2021 filings • NTEE S41 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

55%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • NTEE S41 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$48,865

Down $5,326 (-9.8%) from 2020

Net Assets

Down

$48,865

Down $4,851 (-9.0%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

Up

$63,219

Up $22,419 (+55%) from 2020

Expenses

Up

$64,820

Up $23,182 (+56%) from 2020

Net Income

Down

-$1,601

Down $763 (-91%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2021

Assets$48,865
Liabilities-
Net Assets$48,865
Open 2021 Filing

Operations Trend

Revenue Growth79th 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

2021

Revenue$63,219
Expenses$64,820
Net Income-$1,601
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 18, 2022
Return Version
2021v4.1
Gross Receipts
$63,219
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 Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul CarrollDirector/President-$0--
Alan J BesnoffDirector-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
2022-02-18

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”

Form 990EZ, Part I, Line 16

“Website design 946.”

Form 990EZ, Part I, Line 16

“Office expenses 343.”

Form 990EZ, Part I, Line 16

“Liability Insurance 4283.”

Form 990EZ, Part I, Line 16

“Zoom meetings/webinars 1035.”

Form 990EZ, Part I, Line 16

“Books subscriptions 1005.”

Form 990EZ, Part I, Line 16

“Marketing 5829.”

Form 990EZ, Part I, Line 16

“Board of directors meeting 1550.”

Form 990EZ, Part I, Line 16

“Online fees 1050.”

Form 990EZ, Part I, Line 16

“Conference expenses 26279.”

Form 990EZ, Part I, Line 20

“allocation of unrtestricted net assets to assist members in”

Form 990EZ, Part I, Line 20

“attending meetings”

Raw XML Appendix148 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/BOYAmt050967
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045778
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1601
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt022500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054191
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048865
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt063219
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt038475
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053716
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048865
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053716
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048865
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/PersonNm0Paul Carroll
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alan J Besnoff
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/BOYAmt03224
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03087
IRS990EZ/OtherChangesInNetAssetsAmt0-3250
IRS990EZ/OtherExpensesTotalAmt042320
IRS990EZ/PrimaryExemptPurposeTxt0SER provides continuing education and promotes ethics and integrity among its members while remaining dispute neutral as an organization
IRS990EZ/ProgramServiceRevenueAmt024744
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/BOYAmt0475
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064820
IRS990EZ/TotalRevenueAmt063219
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0lnot applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board of Directors meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Website design 946.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office expenses 343.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Liability Insurance 4283.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Zoom meetings/webinars 1035.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Books subscriptions 1005.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Marketing 5829.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Board of directors meeting 1550.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Online fees 1050.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Conference expenses 26279.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11allocation of unrtestricted net assets to assist members in
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12attending meetings
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 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 20
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/SignatureDt02022-02-18
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/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/PreparationDt02022-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur M Agulnek CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-02-18T11:41:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Patricia
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Koetting
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,865
Liabilities
-
Net assets
$48,865
Revenue
$63,219
Expenses
$64,820
Net income
-$1,601
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