Civic Intelligence

Securities Experts Roundtable

990EZ • Fiscal year 2022 • EIN 20-3248172

Jan 01, 2022 to Dec 31, 2022 • Filed on Jan 27, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

52nd percentile

5.0%

Higher net margin than 52% of similar nonprofits.

2022 filings • NTEE S41 • <$500k nonprofits • Source year 2022

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.

2022 filings • NTEE S41 • <$500k nonprofits • Source year 2022

Asset Growth

61st percentile

7.6%

Faster asset growth than 61% of similar nonprofits.

2022 filings • NTEE S41 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

54th percentile

18%

Faster revenue growth than 54% of similar nonprofits.

2022 filings • NTEE S41 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$52,575

Up $3,710 (+7.6%) from 2021

Net Assets

Up

$52,575

Up $3,710 (+7.6%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$74,375

Up $11,156 (+18%) from 2021

Expenses

Up

$70,665

Up $5,845 (+9.0%) from 2021

Net Income

Up

$3,710

Up $5,311 (+332%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2022

Assets$52,575
Liabilities-
Net Assets$52,575
Open 2022 Filing

Operations Trend

Revenue Growth54th 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

2022

Revenue$74,375
Expenses$70,665
Net Income$3,710
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jan 27, 2023
Return Version
2022v4.1
Gross Receipts
$74,375
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
Alan J BesoffDirector/President-$0--
Robert GrahamDirector-Pres-Elect-$0--
Charles RansonDirector/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
2023-01-27

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 920.”

Form 990EZ, Part I, Line 16

“Marketing expenses 5575.”

Form 990EZ, Part I, Line 16

“Office expenses 351.”

Form 990EZ, Part I, Line 16

“Liability Insurance 4052.”

Form 990EZ, Part I, Line 16

“Zoom meetings/webinars 1015.”

Form 990EZ, Part I, Line 16

“Books subscriptions 1637.”

Form 990EZ, Part I, Line 16

“Board of directors meeting 2848.”

Form 990EZ, Part I, Line 16

“Online fees 1319.”

Form 990EZ, Part I, Line 16

“Conference expenses 29208.”

Form 990EZ, Part I, Line 16

“Printing-mailing 230.”

Raw XML Appendix141 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/BOYAmt045778
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048575
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt03710
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt023510
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt048865
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052575
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt074375
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
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IRS990EZ/MembershipDuesAmt034225
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048865
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052575
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052575
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/PersonNm0Alan J Besoff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Graham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Charles Ranson
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/BOYAmt03087
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04000
IRS990EZ/OtherExpensesTotalAmt047155
IRS990EZ/PrimaryExemptPurposeTxt0SER provides continuing education and promotes ethics and integrity among its members while remaining dispute neutral as an organization
IRS990EZ/ProgramServiceRevenueAmt040150
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/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070665
IRS990EZ/TotalRevenueAmt074375
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0lnot applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Website design 920.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Marketing expenses 5575.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office expenses 351.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Liability Insurance 4052.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Zoom meetings/webinars 1015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Books subscriptions 1637.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Board of directors meeting 2848.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Online fees 1319.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Conference expenses 29208.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Printing-mailing 230.
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia Koetting
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Controller
ReturnHeader/BusinessOfficerGrp/PhoneNum09199679040
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-27
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur M Agulnek CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-02-26T20:29:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Patricia
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Koetting
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,575
Liabilities
-
Net assets
$52,575
Revenue
$74,375
Expenses
$70,665
Net income
$3,710
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