Civic Intelligence

Securities Experts Roundtable

990EZ • Fiscal year 2024 • EIN 20-3248172

Jan 01, 2024 to Dec 31, 2024 • Filed on Jan 23, 2025

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

(919) 967-9040

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$56,275

Up $8,510 (+18%) from 2023

Net Assets

Up

$53,955

Up $6,190 (+13%) from 2023

Liabilities

$2,320

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$101,929

Up $14,724 (+17%) from 2023

Expenses

Up

$95,739

Up $3,724 (+4.0%) from 2023

Net Income

Up

$6,190

Up $11,000 (+229%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$56,275
Liabilities$2,320
Net Assets$53,955
Open 2024 Filing

Operations Trend

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

2024

Revenue$101,929
Expenses$95,739
Net Income$6,190
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 23, 2025
Return Version
2024v5.0
Gross Receipts
$101,929
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth FalkDirector/President-$0--
Patrick DennisDirector-Pres-Elect-$0--
Charles WRansonDirector/Treasurer-$0--
Keith LovelandDirector/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
Executive Director
Phone
9199679040
Signed
2025-01-23

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 1775.”

Form 990EZ, Part I, Line 16

“Marketing expenses 4000.”

Form 990EZ, Part I, Line 16

“Office expenses 35.”

Form 990EZ, Part I, Line 16

“Liability Insurance 3585.”

Form 990EZ, Part I, Line 16

“Zoom meetings/webinars 1038.”

Form 990EZ, Part I, Line 16

“Books subscriptions 1385.”

Form 990EZ, Part I, Line 16

“Conference expenses 47184.”

Form 990EZ, Part I, Line 16

“Board of directors meeting 1707.”

Form 990EZ, Part I, Line 16

“Online fees 1103.”

Form 990EZ, Part I, Line 16

“New member breakfast 1228.”

Form 990EZ, Part I, Line 16

“Printing-mailing”

Form 990EZ, Part I, Line 16

“Bank charges 11.”

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/BOYAmt037115
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01749
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IRS990EZ/MembershipDuesAmt053730
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047765
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elizabeth Falk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Patrick Dennis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Charles WRanson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Keith Loveland
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/BOYAmt010650
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03913
IRS990EZ/OtherExpensesTotalAmt063051
IRS990EZ/PrimaryExemptPurposeTxt0SER provides continuing education and promotes ethics and integrity among its members while remaining dispute neutral as an organization
IRS990EZ/ProgramServiceRevenueAmt046450
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/EOYAmt02320
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095739
IRS990EZ/TotalRevenueAmt0101929
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0lnot applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Website design 1775.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Marketing expenses 4000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office expenses 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Liability Insurance 3585.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Zoom meetings/webinars 1038.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Books subscriptions 1385.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Conference expenses 47184.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Board of directors meeting 1707.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Online fees 1103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10New member breakfast 1228.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Printing-mailing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bank charges 11.
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/SignatureDt02025-01-23
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/PreparationDt02025-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur M Agulnek CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-04T08:51:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,275
Liabilities
$2,320
Net assets
$53,955
Revenue
$101,929
Expenses
$95,739
Net income
$6,190
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