Civic Intelligence

Strategic Trusted Advisors Roundtable Inc

990EZ • Fiscal year 2017 • EIN 46-2290438

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 02, 2018

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

73rd percentile

0.10x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

45th percentile

0.8%

Higher net margin than 45% of similar nonprofits.

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

Top Officer Pay

77th percentile

$22,030

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

43rd percentile

-0.5%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

38th percentile

-4.3%

Faster revenue growth than 38% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$15,117

Down $71 (-0.5%) from 2016

Net Assets

Up

$13,615

Up $499 (+3.8%) from 2016

Liabilities

Down

$1,502

Down $570 (-28%) from 2016

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin45th 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

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2017

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

Operations Trend

Revenue Growth38th 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

2017

Revenue$62,446
Expenses$61,947
Net Income$499
Open 2017 Filing
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 Pay77th 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0921302122
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt722030
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNA ROMANSKAYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS WALTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIE GARBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MERWYN MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEANA CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LEAH SWEARINGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID WALTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JUDY SUSSER-TRAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SEAN PUCKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1OUTREACH & DIVERSITY LIASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EVENTS LIASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SPONSORSHIP LIASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP LIASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MARKETING LIASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8IMMEDIATE PAST PRESIDENT/ VP
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0569
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0341
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt039572
IRS990EZ/OtherRevenueTotalAmt048040
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
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01502
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt061947
IRS990EZ/TotalRevenueAmt062446
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 569. END OF YEAR AMOUNT: 341.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID SPONSORSHIPS. BEG. OF YEAR AMOUNT: 2,072. END OF YEAR AMOUNT: 1,502.
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WALTERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08587036107
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-02
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/AtSubmissionCreationDeviceId04D216DBDE43CEB2D1566C45DA2F77EBB27D27543
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A444DA7FE6051AA0346B62600675B70435C9E4DF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.43.33.117
ReturnHeader/FilingSecurityInformation/IPDt02018-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:11:43
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/ReturnTs02018-11-13T16:45:30-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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