Civic Intelligence

The Technology Executives Roundtable Inc

990EZ • Fiscal year 2014 • EIN 58-2464544

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 29, 2015

Organization ProfileWWW.TER-ATLANTA.COM
4455 Pinehurst CircleAtlanta, GA 30067

(770) 984-9070

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

12th percentile

-20%

Higher net margin than 12% 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

15th percentile

-20%

Faster asset growth than 15% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

42nd percentile

-1.5%

Faster revenue growth than 42% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$38,698

Down $9,906 (-20%) from 2013

Net Assets

Down

$38,698

Down $9,906 (-20%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin12th percentile

Revenue

Down

$49,056

Down $769 (-1.5%) from 2013

Expenses

Up

$58,962

Up $13,331 (+29%) from 2013

Net Income

Down

-$9,906

Down $14,100 (-336%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$60K$40K$20K$0Assets 2010: $38,623Liabilities 2010: $0Net Assets 2010: $38,6232010Assets 2011: $30,444Liabilities 2011: $0Net Assets 2011: $30,4442011Assets 2012: $44,410Liabilities 2012: $02012Assets 2013: $48,604Liabilities 2013: $0Net Assets 2013: $48,6042013Assets 2014: $38,698Liabilities 2014: $0Net Assets 2014: $38,6982014Assets 2015: $33,623Liabilities 2015: $0Net Assets 2015: $33,6232015Assets 2016: $35,756Liabilities 2016: $0Net Assets 2016: $35,7562016Assets 2017: $26,545Liabilities 2017: $0Net Assets 2017: $26,5452017Assets 2018: $8,610Liabilities 2018: $0Net Assets 2018: $8,6102018Assets 2019: $25,033Liabilities 2019: $0Net Assets 2019: $25,0332019Assets 2020: $41,695Liabilities 2020: $0Net Assets 2020: $41,6952020Assets 2021: $35,329Liabilities 2021: $8,166Net Assets 2021: $27,1632021Assets 2022: $19,928Liabilities 2022: $3,329Net Assets 2022: $16,5992022

Highlighted filing

2014

Assets$38,698
Liabilities$0
Net Assets$38,698
Open 2014 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2010: $57,850Expenses 2010: $58,693Net Income 2010: -$8432010Revenue 2011: $56,336Expenses 2011: $64,515Net Income 2011: -$8,1792011Revenue 2012: $64,935Expenses 2012: $50,969Net Income 2012: $13,9662012Revenue 2013: $49,825Expenses 2013: $45,631Net Income 2013: $4,1942013Revenue 2014: $49,056Expenses 2014: $58,962Net Income 2014: -$9,9062014Revenue 2015: $56,275Expenses 2015: $61,350Net Income 2015: -$5,0752015Revenue 2016: $60,650Expenses 2016: $58,517Net Income 2016: $2,1332016Revenue 2017: $52,850Expenses 2017: $62,061Net Income 2017: -$9,2112017Revenue 2018: $46,600Expenses 2018: $64,535Net Income 2018: -$17,9352018Revenue 2019: $85,960Expenses 2019: $69,537Net Income 2019: $16,4232019Revenue 2020: $52,880Expenses 2020: $36,218Net Income 2020: $16,6622020Revenue 2021: $52,591Expenses 2021: $65,973Net Income 2021: -$13,3822021Revenue 2022: $80,635Expenses 2022: $91,199Net Income 2022: -$10,5642022

Highlighted filing

2014

Revenue$49,056
Expenses$58,962
Net Income-$9,906
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 29, 2015
Return Version
2014v5.0
Gross Receipts
$49,056
Mission and Program Overview

Mission

The goal of ter is to provide a unique forum for the member executive of a technology company to share, challenge and test their ideas freely so that they are better equipped to run their individual companies.

Program Services

DescriptionGrantsExpenses
THE TECHNOLOGY EXECUTIVES ROUNDTABLE ("TER") IS A BUSINESS LEAGUE COMPRISED OF CHIEF EXECUTIVE OFFICERS, FOUNDERS, CHIEF FINANCIAL OFFICERS AND OTHER SENIOR EXECUTIVES OF ATLANTA, GEORGIA BASED TECHNOLOGY INDUSTRY AWARENESS. TER WAS ORGANIZED TO PROVIDE THESE BUSINESS LEADERS WITH ADDITIONAL INFORMATION AND INSIGHT INTO ISSUES FACING THE TECHNOLOGY INDUSTRY AND TO PROVIDE MUTUAL BUSINESS GROWTH AND SUPPORT FROM A PEER GROUP OF INDUSTRY FOCUSED INDIVIDUALS. TER SPONSORS MONTHLY MEETINGS THAT CONSIST OF A PROGRAM OR PRESENTATION WITH SUBJECT MATTERS RELEVANT TO THE NEEDS OF GROWING TECHNOLOGY COMPANIES. MEETING TOPICS OFFERED DURING THE ORGANIZATION'S 2014 YEAR INCLUDED THE FOLLOWING: - INTELLECTUAL CAPITAL MANAGEMENT - GROWTH A DOWNTURN ECONOMY AND THE ROLE OF M&A - SELLING TO THE FORTUNE 1000 - THE CHANGING ENVIRONMENT FOR PRIVATE EQUITY AND VENTURE CAPITAL FUNDS- D&O INSURANCE FOR PRIVATE AND PUBLIC COMPANIES- THE CHANGING ROLE OF INVESTMENT BANKERS- BEST PRACTICES IN INTEGRATING ACQUISITIONSAS OF DECEMBER 31, 2014, MEMBERSHIP IN TER INCLUDED APPROXIMATELY OVER 100 DUES PAYING MEMBERS.$0$0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL ILSEDirector-$0--
PHILLIP NAPLESVice President-$0--
HUFF LOGUESecretary & Membership-$0--
BOB WOOSLEYTreasurer-$0--
RORY CARLTONMarketing, Chairperson-$0--
ANN MCDONALDHost Committee, Chairperson-$0--
JOHN YATESPrograms, Chairperson-$0--
THOMAS ARMSTRONGRecruiting, Chairperson-$0--
ASIF RAMJIPresident-$0--
SCOTT BROWNDirector-$0--
DICK COOKDirector-$0--
ERIC CHRISTDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Technology Executives Roundtable Inc
EIN
58-2464544
Phone
7709849070
Address
4455 PINEHURST CIRCLE, ATLANTA, GA 30067

Signing Officer

Name
Bob Woosley
Title
Finance
Phone
4042537500
Signed
2015-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Frazier & Deeter LLC
Address
1230 PEACHTREE STREET NE SUITE 1500, ATLANTA, GA 30309
Preparer
George Pope
Phone
4042537500
Supplemental Narrative

Additional Explanations

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

“Description: insurance. Amount: 825. Description: survey. Amount: 5,808. Description: meeting expenses. Amount: 37,764. Description: bank charges. Amount: 12. Description: gifts. Amount: 186. Description: photo and video. Amount: 550. Description: merchant fees. Amount: 556. Description: web fees. Amount: 1,036. Description: dues & subscriptions. Amount: 170. Total to form 990-ez, line 16: 46,907.”

Raw XML Appendix159 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/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL ILSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PHILLIP NAPLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HUFF LOGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOB WOOSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RORY CARLTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANN MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN YATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7THOMAS ARMSTRONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ASIF RAMJI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SCOTT BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DICK COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ERIC CHRIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY & MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MARKETING, CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HOST COMMITTEE, CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PROGRAMS, CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7RECRUITING, CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt046907
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE GOAL OF TER IS TO PROVIDE A UNIQUE FORUM FOR THE MEMBER EXECUTIVE OF A TECHNOLOGY COMPANY TO SHARE, CHALLENGE AND TEST THEIR IDEAS FREELY SO THAT THEY ARE BETTER EQUIPPED TO RUN THEIR INDIVIDUAL COMPANIES.
IRS990EZ/PrintingPublicationsPostageAmt055
IRS990EZ/ProgramServiceRevenueAmt09325
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TECHNOLOGY EXECUTIVES ROUNDTABLE ("TER") IS A BUSINESS LEAGUE COMPRISED OF CHIEF EXECUTIVE OFFICERS, FOUNDERS, CHIEF FINANCIAL OFFICERS AND OTHER SENIOR EXECUTIVES OF ATLANTA, GEORGIA BASED TECHNOLOGY INDUSTRY AWARENESS. TER WAS ORGANIZED TO PROVIDE THESE BUSINESS LEADERS WITH ADDITIONAL INFORMATION AND INSIGHT INTO ISSUES FACING THE TECHNOLOGY INDUSTRY AND TO PROVIDE MUTUAL BUSINESS GROWTH AND SUPPORT FROM A PEER GROUP OF INDUSTRY FOCUSED INDIVIDUALS. TER SPONSORS MONTHLY MEETINGS THAT CONSIST OF A PROGRAM OR PRESENTATION WITH SUBJECT MATTERS RELEVANT TO THE NEEDS OF GROWING TECHNOLOGY COMPANIES. MEETING TOPICS OFFERED DURING THE ORGANIZATION'S 2014 YEAR INCLUDED THE FOLLOWING: - INTELLECTUAL CAPITAL MANAGEMENT - GROWTH A DOWNTURN ECONOMY AND THE ROLE OF M&A - SELLING TO THE FORTUNE 1000 - THE CHANGING ENVIRONMENT FOR PRIVATE EQUITY AND VENTURE CAPITAL FUNDS- D&O INSURANCE FOR PRIVATE AND PUBLIC COMPANIES- THE CHANGING ROLE OF INVESTMENT BANKERS- BEST PRACTICES IN INTEGRATING ACQUISITIONSAS OF DECEMBER 31, 2014, MEMBERSHIP IN TER INCLUDED APPROXIMATELY OVER 100 DUES PAYING MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt058962
IRS990EZ/TotalRevenueAmt049056
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TER-ATLANTA.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 825. DESCRIPTION: SURVEY. AMOUNT: 5,808. DESCRIPTION: MEETING EXPENSES. AMOUNT: 37,764. DESCRIPTION: BANK CHARGES. AMOUNT: 12. DESCRIPTION: GIFTS. AMOUNT: 186. DESCRIPTION: PHOTO AND VIDEO. AMOUNT: 550. DESCRIPTION: MERCHANT FEES. AMOUNT: 556. DESCRIPTION: WEB FEES. AMOUNT: 1,036. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 170. TOTAL TO FORM 990-EZ, LINE 16: 46,907.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BOB WOOSLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04042537500
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TECHNOLOGY EXECUTIVES ROUNDTABLE INC
ReturnHeader/Filer/BusinessNameControlTxt0TECH
ReturnHeader/Filer/EIN0582464544
ReturnHeader/Filer/PhoneNum07709849070
ReturnHeader/Filer/USAddress/AddressLine1Txt04455 PINEHURST CIRCLE
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581433845
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRAZIER & DEETER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01230 PEACHTREE STREET NE SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030309
ReturnHeader/PreparerPersonGrp/PhoneNum04042537500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE POPE
ReturnHeader/ReturnTs02015-11-02T06:51:01-06:00
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
$38,698
Liabilities
$0
Net assets
$38,698
Revenue
$49,056
Expenses
$58,962
Net income
-$9,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$19.9$3.33$16.6$80.6$91.2$10.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.3$8.17$27.2$52.6$66.0$13.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.7$0.00$41.7$52.9$36.2$16.7
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.0$0.00$25.0$86.0$69.5$16.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.61$0.00$8.61$46.6$64.5$17.9
2017Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$52.9$62.1$9.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.8$0.00$35.8$60.7$58.5$2.13
2015Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$56.3$61.4$5.08
2014Detailed filing. Detailed filing data is available for this year.$38.7$0.00$38.7$49.1$59.0$9.91
2013Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$49.8$45.6$4.19
2012Summary only. Only limited summary data is available for this year.$44.4$0.00$64.9$51.0$14.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.4$0.00$30.4$56.3$64.5$8.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.6$0.00$38.6$57.9$58.7$0.84