Civic Intelligence

Strategic Trusted Advisors Roundtable Inc

990EZ • Fiscal year 2014 • EIN 46-2290438

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfileN/A
12555 High Bluff Drive No 215San Diego, CA 92130

(858) 793-1220

Siviq Scores

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

Liabilities / Assets

71st percentile

0.08x

Higher debt load relative to assets than 71% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.02x

Higher debt load relative to revenue than 62% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

45th percentile

1.2%

Higher net margin than 45% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets71st percentile

Assets

$13,918

No earlier filing loaded for comparison.

Net Assets

$12,811

No earlier filing loaded for comparison.

Liabilities

$1,107

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin45th percentile

Revenue

$58,728

No earlier filing loaded for comparison.

Expenses

$58,016

No earlier filing loaded for comparison.

Net Income

$712

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2014

Assets$13,918
Liabilities$1,107
Net Assets$12,811
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2014

Revenue$58,728
Expenses$58,016
Net Income$712
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$58,728
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 Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL HYNESPresident-$0--
SEAN PUCKETTExecutive Committee Member-$0--
BARBARA HUNTERExecutive Committee Member-$0--
ROSEMARY PAETOWVice-President-$0--
LEO KLIJNExecutive Committee Member-$0--
RICHARD MUSCIOSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Strategic Trusted Advisors Roundtable Inc
EIN
46-2290438
Phone
8587931220
Address
12555 HIGH BLUFF DRIVE NO 215, SAN DIEGO, CA 92130

Signing Officer

Name
Sean Puckett
Title
President
Phone
8587931220
Signed
2015-11-16
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: 58,728.”

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

“Description: meals & entertainment. Amount: 1,831. Description: meeting expenses. Amount: 36,451. Description: merchant fees. Amount: 5,805. Description: office supplies. Amount: 386. Description: parking. Amount: 120. Description: postage & delivery. Amount: 56. Description: professional fees. Amount: 12,240. Description: tax. Amount: 10. Description: telephone. Amount: 337. Description: travel. Amount: 358. Description: website. Amount: 422. Total to form 990-ez, line 16: 58,016.”

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

“Description: accounts payable. Beg. Of year amount: 1,107. End of year amount: 1,107.”

Raw XML Appendix122 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICHARD MUSCIO
IRS990EZ/BooksInCareOfDetail/PhoneNum08587931220
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012555 HIGH BLUFF DRIVE SUITE 215
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092130
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013206
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013918
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0712
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013206
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013918
IRS990EZ/GrossReceiptsAmt058728
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012099
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012811
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012099
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012811
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL HYNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SEAN PUCKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARBARA HUNTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROSEMARY PAETOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LEO KLIJN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICHARD MUSCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE COMMITTEE MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE COMMITTEE MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE COMMITTEE MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY/TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt058016
IRS990EZ/OtherRevenueTotalAmt058728
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NOT APPLICABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01107
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01107
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt058016
IRS990EZ/TotalRevenueAmt058728
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: NETWORKING FEES. AMOUNT: 58,728.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 1,831. DESCRIPTION: MEETING EXPENSES. AMOUNT: 36,451. DESCRIPTION: MERCHANT FEES. AMOUNT: 5,805. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 386. DESCRIPTION: PARKING. AMOUNT: 120. DESCRIPTION: POSTAGE & DELIVERY. AMOUNT: 56. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 12,240. DESCRIPTION: TAX. AMOUNT: 10. DESCRIPTION: TELEPHONE. AMOUNT: 337. DESCRIPTION: TRAVEL. AMOUNT: 358. DESCRIPTION: WEBSITE. AMOUNT: 422. TOTAL TO FORM 990-EZ, LINE 16: 58,016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,107. END OF YEAR AMOUNT: 1,107.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN PUCKETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08587931220
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STRATEGIC TRUSTED ADVISORS ROUNDTABLE INC
ReturnHeader/Filer/BusinessNameControlTxt0STRA
ReturnHeader/Filer/EIN0462290438
ReturnHeader/Filer/PhoneNum08587931220
ReturnHeader/Filer/USAddress/AddressLine1Txt012555 HIGH BLUFF DRIVE NO 215
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330690020
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAVINE LOFGREN MORRIS & ENGELBERG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04180 LA JOLLA VILLAGE DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA JOLLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08584551200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER A GLASER
ReturnHeader/ReturnTs02015-11-16T16:43:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,918
Liabilities
$1,107
Net assets
$12,811
Revenue
$58,728
Expenses
$58,016
Net income
$712
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