Civic Intelligence

Strategic Trusted Advisors Roundtable

EIN 46-2290438 • 501(c)6 • San Diego, CA

Profile

To provide a forum for professional advisors in the san diego business community to build collaborative relationships. Our goal is to provide our members the opportunuity to enhance their business interests through networking, education and business resources so that each member can be more successful and the san diego region more prosperous.

3525 Del Mar Heights Road No 982San Diego, CA 92130-2122

n/A

Siviq Scores

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

Liabilities / Assets

75th percentile

0.10x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.02x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

50th percentile

0.8%

Higher net margin than 50% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$22,030

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 35.3% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

-0.5%

Faster asset growth than 51% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

-4.3%

Faster revenue growth than 43% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$15,117

Down $71 (-0.5%) from 2016

Liabilities

Down

$1,502

Down $570 (-28%) from 2016

Net Assets

Up

$13,615

Up $499 (+3.8%) from 2016

Operations
Liabilities / Revenue66th percentileNet Margin50th percentile

Revenue

Down

$62,446

Down $2,798 (-4.3%) from 2016

Expenses

Down

$61,947

Down $11,867 (-16%) from 2016

Net Income

Up

$499

Up $9,069 (+106%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$30K$20K$10K$0Assets 2014: $13,918Liabilities 2014: $1,107Net Assets 2014: $12,8112014Assets 2015: $24,686Liabilities 2015: $3,000Net Assets 2015: $21,6862015Assets 2016: $15,188Liabilities 2016: $2,072Net Assets 2016: $13,1162016Assets 2017: $15,117Liabilities 2017: $1,502Net Assets 2017: $13,6152017

Highlighted filing

2017

Assets$15,117
Liabilities$1,502
Net Assets$13,615
Open 2017 Filing

Operations Trend

Revenue Growth43rd percentile

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

$100K$50K$0-$50KRevenue 2014: $58,728Expenses 2014: $58,016Net Income 2014: $7122014Revenue 2015: $81,746Expenses 2015: $72,871Net Income 2015: $8,8752015Revenue 2016: $65,244Expenses 2016: $73,814Net Income 2016: -$8,5702016Revenue 2017: $62,446Expenses 2017: $61,947Net Income 2017: $4992017

Highlighted filing

2017

Revenue$62,446
Expenses$61,947
Net Income$499
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,117
Liabilities
$1,502
Net assets
$13,615
Revenue
$62,446
Expenses
$61,947
Net income
$499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$15.1$1.50$13.6$62.4$61.9$0.50
2016Detailed filing. Detailed filing data is available for this year.$15.2$2.07$13.1$65.2$73.8$8.57
2015Detailed filing. Detailed filing data is available for this year.$24.7$3.00$21.7$81.7$72.9$8.88
2014Detailed filing. Detailed filing data is available for this year.$13.9$1.11$12.8$58.7$58.0$0.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 2, 2018
Return Version
2017v2.3
Gross Receipts
$62,446
Mission and Program Overview

Mission

To provide a forum for professional advisors in the san diego business community to build collaborative relationships. Our goal is to provide our members the opportunuity to enhance their business interests through networking, education and business resources so that each member can be more successful and the san diego region more prosperous.

Program Services

DescriptionGrantsExpenses
NOT APPLICABLE$0$0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDY SUSSER-TRAVISExecutive Director-$22,030-$22,030
ANNA ROMANSKAYAPresident-$0--
CHRIS WALTERSOutreach & Diversity Liason-$0--
MARIE GARBEREvents Liason-$0--
MERWYN MILLERSponsorship Liason-$0--
DEANA CARTERMembership Liason-$0--
LEAH SWEARINGENMarketing Liason-$0--
DAVID WALTERSTreasurer-$0--
SEAN PUCKETTImmediate Past President/ VP-$0--
Filing and Contact Details

Filer

Filer Name
Strategic Trusted Advisors Roundtable
EIN
46-2290438
Phone
8587036107
Address
3525 DEL MAR HEIGHTS ROAD NO 982, SAN DIEGO, CA 92130-2122

Signing Officer

Name
David Walters
Title
Treasurer
Phone
8587036107
Signed
2018-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Lavine Lofgren Morris & Engelberg Llp
Address
4180 LA JOLLA VILLAGE DR STE 300, LA JOLLA, CA 92037
Preparer
Jennifer a Glaser
Phone
8584551200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: networking fees. Amount: 46,980. Description: special events. Amount: 1,060. Total to form 990-ez, line 8: 48,040.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank service charges. Amount: 3,489. Description: dues & subscriptions. Amount: 513. Description: insurance expense. Amount: 1,594. Description: meals & entertainment. Amount: 402. Description: meeting expenses. Amount: 32,308. Description: miscellaneous expenses. Amount: 70. Description: office supplies. Amount: 302. Description: parking. Amount: 49. Description: taxes. Amount: 432. Description: telephone. Amount: 413. Total to form 990-ez, line 16: 39,572.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: prepaid expenses. Beg. Of year amount: 569. End of year amount: 341.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: prepaid sponsorships. Beg. Of year amount: 2,072. End of year amount: 1,502.”

Raw XML Appendix157 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: NETWORKING FEES. AMOUNT: 46,980. DESCRIPTION: SPECIAL EVENTS. AMOUNT: 1,060. TOTAL TO FORM 990-EZ, LINE 8: 48,040.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 3,489. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 513. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 1,594. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 402. DESCRIPTION: MEETING EXPENSES. AMOUNT: 32,308. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 70. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 302. DESCRIPTION: PARKING. AMOUNT: 49. DESCRIPTION: TAXES. AMOUNT: 432. DESCRIPTION: TELEPHONE. AMOUNT: 413. TOTAL TO FORM 990-EZ, LINE 16: 39,572.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID SPONSORSHIPS. BEG. OF YEAR AMOUNT: 2,072. END OF YEAR AMOUNT: 1,502.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits