Liabilities / Assets
75th percentile
Higher debt load relative to assets than 75% of similar nonprofits.
Strategic Trusted Advisors Roundtable Inc
990EZ • Fiscal year 2015 • EIN 46-2290438
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.12x
Liabilities / Revenue
68th percentile
Higher debt load relative to revenue than 68% of similar nonprofits.
Net Margin
70th percentile
Higher net margin than 70% of similar nonprofits.
Top Officer Pay
69th percentile
Higher top officer pay than 69% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
94th percentile
Faster asset growth than 94% of similar nonprofits.
Revenue Growth
90th percentile
Faster revenue growth than 90% of similar nonprofits.
Balance Sheet
Assets
Up$24,686
Up $10,768 (+77%) from 2014
Net Assets
Up$21,686
Up $8,875 (+69%) from 2014
Liabilities
Up$3,000
Up $1,893 (+171%) from 2014
Revenue And Expenses
Revenue
Up$81,746
Up $23,018 (+39%) from 2014
Expenses
Up$72,871
Up $14,855 (+26%) from 2014
Net Income
Up$8,875
Up $8,163 (+1146%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2015 to Dec 31, 2015
- Signed
- Sep 20, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $81,746
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
| Description | Grants | Expenses |
|---|---|---|
| NOT APPLICABLE | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SEAN PUCKETT | President | - | $0 | - | - |
| RICHARD MUSCIO | Secretary | - | $0 | - | - |
| PAUL HYNES | Immediate Past President | - | $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
- 2016-09-20
- 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: 81,746.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: meals & entertainment. Amount: 851. Description: meeting expenses. Amount: 48,634. Description: merchant fees. Amount: 5,055. Description: office supplies. Amount: 380. Description: parking. Amount: 253. Description: professional fees. Amount: 14,766. Description: telephone. Amount: 447. Description: website. Amount: 454. Description: insurance expense. Amount: 1,366. Description: bank fees. Amount: 70. Description: advertising. Amount: 595. Total to form 990-ez, line 16: 72,871.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable. Beg. Of year amount: 1,107. End of year amount: 0. Description: prepaid sponsorships. Beg. Of year amount: 0. End of year amount: 3,000.”
Raw XML Appendix105 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JUDY SUSSER-TRAVIS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8587036107 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3525 DEL MAR HEIGHTS ROAD STE 982 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SAN DIEGO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 921302122 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 13918 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 24686 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 8875 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 13918 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 24686 |
| IRS990EZ/GrossReceiptsAmt | 0 | 81746 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 12811 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 21686 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 12811 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 21686 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SEAN PUCKETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | RICHARD MUSCIO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | PAUL HYNES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | IMMEDIATE PAST PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 72871 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 81746 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | NOT APPLICABLE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1107 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 3000 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 72871 |
| IRS990EZ/TotalRevenueAmt | 0 | 81746 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: NETWORKING FEES. AMOUNT: 81,746. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 851. DESCRIPTION: MEETING EXPENSES. AMOUNT: 48,634. DESCRIPTION: MERCHANT FEES. AMOUNT: 5,055. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 380. DESCRIPTION: PARKING. AMOUNT: 253. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 14,766. DESCRIPTION: TELEPHONE. AMOUNT: 447. DESCRIPTION: WEBSITE. AMOUNT: 454. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 1,366. DESCRIPTION: BANK FEES. AMOUNT: 70. DESCRIPTION: ADVERTISING. AMOUNT: 595. TOTAL TO FORM 990-EZ, LINE 16: 72,871. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,107. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID SPONSORSHIPS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,000. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAVID WALTERS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8587036107 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-09-20 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | STRATEGIC TRUSTED ADVISORS ROUNDTABLE |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | STRA |
| ReturnHeader/Filer/EIN | 0 | 462290438 |
| ReturnHeader/Filer/PhoneNum | 0 | 8587036107 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3525 DEL MAR HEIGHTS ROAD NO 982 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SAN DIEGO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 921302122 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 330690020 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LAVINE LOFGREN MORRIS & ENGELBERG LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4180 LA JOLLA VILLAGE DR STE 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LA JOLLA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92037 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8584551200 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JENNIFER A GLASER |
| ReturnHeader/ReturnTs | 0 | 2016-10-17T18:54:25-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-12-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $24,686
- Liabilities
- $3,000
- Net assets
- $21,686
- Revenue
- $81,746
- Expenses
- $72,871
- Net income
- $8,875