Civic Intelligence

Strategic Trusted Advisors Roundtable Inc

990EZ • Fiscal year 2016 • EIN 46-2290438

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 02, 2017

Organization ProfileN/A
3525 Del Mar Heights Road No 982San Diego, CA 92130-2122

(858) 703-6107

Siviq Scores

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

Liabilities / Assets

76th percentile

0.14x

Higher debt load relative to assets than 76% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.03x

Higher debt load relative to revenue than 67% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

8th percentile

-38%

Faster asset growth than 8% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-20%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$15,188

Down $9,498 (-38%) from 2015

Net Assets

Down

$13,116

Down $8,570 (-40%) from 2015

Liabilities

Down

$2,072

Down $928 (-31%) from 2015

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin18th percentile

Revenue

Down

$65,244

Down $16,502 (-20%) from 2015

Expenses

Up

$73,814

Up $943 (+1.3%) from 2015

Net Income

Down

-$8,570

Down $17,445 (-197%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

2016

Assets$15,188
Liabilities$2,072
Net Assets$13,116
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

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

2016

Revenue$65,244
Expenses$73,814
Net Income-$8,570
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 2, 2017
Return Version
2016v3.0
Gross Receipts
$65,244
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 Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNA ROMANSKAYAPresident-$0--
CHRIS WALTERSSecretary-$0--
SEAN PUCKETTImmediate Past President-$0--
MARIE GARBERVice President-$0--
DAVID WALTERSTreasurer-$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
2017-11-02
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: 65,244.”

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

“Description: bank service charges. Amount: 3,549. Description: charitable donations. Amount: 200. Description: computer & internet expenses. Amount: 275. Description: dues & subscriptions. Amount: 93. Description: insurance expense. Amount: 797. Description: meals & entertainment. Amount: 580. Description: meeting expenses. Amount: 42,853. Description: office supplies. Amount: 1,550. Description: parking. Amount: 114. Description: postage. Amount: 271. Description: professional fees. Amount: 20,072. Description: taxes. Amount: 3,002. Description: telephone. Amount: 458. Total to form 990-ez, line 16: 73,814.”

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

“Description: prepaid expenses. Beg. Of year amount: 0. End of year amount: 569.”

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

“Description: prepaid sponsorships. Beg. Of year amount: 3,000. End of year amount: 2,072.”

Raw XML Appendix128 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/BusinessName/BusinessNameLine1Txt0JUDY SUSSER-TRAVIS
IRS990EZ/BooksInCareOfDetail/PhoneNum08587036107
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03525 DEL MAR HEIGHTS ROAD STE 982
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0921302122
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024686
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014619
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-8570
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024686
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015188
IRS990EZ/GrossReceiptsAmt065244
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021686
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013116
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021686
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013116
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNA ROMANSKAYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS WALTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SEAN PUCKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIE GARBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID WALTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0569
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt073814
IRS990EZ/OtherRevenueTotalAmt065244
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/BOYAmt03000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02072
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt073814
IRS990EZ/TotalRevenueAmt065244
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: NETWORKING FEES. AMOUNT: 65,244.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 3,549. DESCRIPTION: CHARITABLE DONATIONS. AMOUNT: 200. DESCRIPTION: COMPUTER & INTERNET EXPENSES. AMOUNT: 275. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 93. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 797. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 580. DESCRIPTION: MEETING EXPENSES. AMOUNT: 42,853. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 1,550. DESCRIPTION: PARKING. AMOUNT: 114. DESCRIPTION: POSTAGE. AMOUNT: 271. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 20,072. DESCRIPTION: TAXES. AMOUNT: 3,002. DESCRIPTION: TELEPHONE. AMOUNT: 458. TOTAL TO FORM 990-EZ, LINE 16: 73,814.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 569.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID SPONSORSHIPS. BEG. OF YEAR AMOUNT: 3,000. END OF YEAR AMOUNT: 2,072.
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 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WALTERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08587036107
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STRATEGIC TRUSTED ADVISORS ROUNDTABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0STRA
ReturnHeader/Filer/EIN0462290438
ReturnHeader/Filer/PhoneNum08587036107
ReturnHeader/Filer/USAddress/AddressLine1Txt03525 DEL MAR HEIGHTS ROAD NO 982
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0921302122
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId087C9BD466991B8225CBF122383F86ADAD1E66DFA
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.43.33.114
ReturnHeader/FilingSecurityInformation/IPDt02017-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:09:07
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/ReturnTs02017-11-10T10:04:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,188
Liabilities
$2,072
Net assets
$13,116
Revenue
$65,244
Expenses
$73,814
Net income
-$8,570
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