Civic Intelligence

The Technology Executives Roundtable Inc

990EZ • Fiscal year 2017 • EIN 58-2464544

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

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

45th percentile

0.00x

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

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

Liabilities / Revenue

45th percentile

0.00x

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

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

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

13th percentile

-26%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$26,545

Down $9,211 (-26%) from 2016

Net Assets

Down

$26,545

Down $9,211 (-26%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin15th percentile

Revenue

Down

$52,850

Down $7,800 (-13%) from 2016

Expenses

Up

$62,061

Up $3,544 (+6.1%) from 2016

Net Income

Down

-$9,211

Down $11,344 (-532%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2017

Assets$26,545
Liabilities$0
Net Assets$26,545
Open 2017 Filing

Operations Trend

Revenue Growth24th 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

2017

Revenue$52,850
Expenses$62,061
Net Income-$9,211
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.3
Gross Receipts
$52,850
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 2017 YEAR INCLUDED THE FOLLOWING: - HARNESSING THE POWER OF MILLENNIALS- TECH MERGERS & ACQUISITIONS IN THE TRUMP ADMINISTRATION: HOW ATLANTA'S TECH COMMUNITY WILL BE IMPACTED- TAX REFORM, ACCOUNTING DEVELOPMENTS & HEALTHCARE - WHERE ARE WE NOW?- WHAT IS BLOCKCHAIN & CAN ATLANTA BECOME THE BLOCKCHAIN CAPITAL OF THE WORLD?- IS OUTSOURCING OUT?- ATLANTA TECHNOLOGY EXECUTIVE COMPENSATION - THE 2017 COMPENSATION REPORT AND FIRESIDE DISCUSSION- DEALMAKING SECRETS FOR TECH ENTREPRENEURS - KEY LESSONS FOR NEGOTIATING YOUR VC/M&A/PRIVATE EQUITY DEALS- RECRUITING AND RETENTION: "BEST PLACES TO WORK" AWARD WINNERS SHARE THEIR TALENT STRATEGY SECRETS- CYBER LIABILITY: THE CHANGING LANDSCAPE AND ITS POTENTIAL IMPACT TO YOUR ORGANIZATION- "STATE OF THE MARKETS: SVB'S OVERVIEW OF RELEVANT TRENDS TO TECH CXOS"- 8TH ANNUAL JOHN IMLAY LEADERSHIP AWARD CEREMONY - TECHNOLOGY LEADER OF THE YEAR - CHRISTOPHER KLAUS, FOUNDER AND CEO OF KANEVA- ECONOMIC FORECASTS FOR 2018: IMPACT ON ATLANTA AND OUR TECHNOLOGY COMMUNITY (FEATURING DR. DONALD RATAJCZAK - CONSULTING ECONOMIST)AS OF DECEMBER 31, 2017, MEMBERSHIP IN TER INCLUDED APPROXIMATELY 105 DUE PAYING MEMBERS.$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL ISLEDirector-$0--
DOUG LEGGVice President-$0--
HUFF LOGUESecretary & Membership-$0--
SEAN LAGERTreasurer-$0--
RORY CARLTONMarketing, Chairperson-$0--
ANN MCDONALDHost Committee, Chairperson-$0--
JOHN YATESPrograms, Chairperson-$0--
THOMAS ARMSTRONGDirector-$0--
ERIC CHRISTDirector-$0--
DICK COOKDirector-$0--
BILL LEONARDDirector-$0--
MICHAEL PRICEDirector-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Sean Lager
Title
Treasurer
Phone
4042537500
Signed
2018-11-05
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: 1,825. Description: survey. Amount: 5,300. Description: meeting expenses. Amount: 34,772. Description: bank charges. Amount: 21. Description: gifts. Amount: 1,431. Description: merchant fees. Amount: 502. Description: web & software fees. Amount: 194. Description: dues & subscriptions. Amount: 290. Description: event expenses. Amount: 3,023. Description: photo & video. Amount: 60. Description: website maintenance. Amount: 2,500. Total to form 990-ez, line 16: 49,918.”

Raw XML Appendix167 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL ISLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUG LEGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HUFF LOGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SEAN LAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RORY CARLTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANN MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN YATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7THOMAS ARMSTRONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ERIC CHRIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DICK COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BILL LEONARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MICHAEL PRICE
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/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
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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/PrintingPublicationsPostageAmt0143
IRS990EZ/ProgramServiceRevenueAmt04650
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 2017 YEAR INCLUDED THE FOLLOWING: - HARNESSING THE POWER OF MILLENNIALS- TECH MERGERS & ACQUISITIONS IN THE TRUMP ADMINISTRATION: HOW ATLANTA'S TECH COMMUNITY WILL BE IMPACTED- TAX REFORM, ACCOUNTING DEVELOPMENTS & HEALTHCARE - WHERE ARE WE NOW?- WHAT IS BLOCKCHAIN & CAN ATLANTA BECOME THE BLOCKCHAIN CAPITAL OF THE WORLD?- IS OUTSOURCING OUT?- ATLANTA TECHNOLOGY EXECUTIVE COMPENSATION - THE 2017 COMPENSATION REPORT AND FIRESIDE DISCUSSION- DEALMAKING SECRETS FOR TECH ENTREPRENEURS - KEY LESSONS FOR NEGOTIATING YOUR VC/M&A/PRIVATE EQUITY DEALS- RECRUITING AND RETENTION: "BEST PLACES TO WORK" AWARD WINNERS SHARE THEIR TALENT STRATEGY SECRETS- CYBER LIABILITY: THE CHANGING LANDSCAPE AND ITS POTENTIAL IMPACT TO YOUR ORGANIZATION- "STATE OF THE MARKETS: SVB'S OVERVIEW OF RELEVANT TRENDS TO TECH CXOS"- 8TH ANNUAL JOHN IMLAY LEADERSHIP AWARD CEREMONY - TECHNOLOGY LEADER OF THE YEAR - CHRISTOPHER KLAUS, FOUNDER AND CEO OF KANEVA- ECONOMIC FORECASTS FOR 2018: IMPACT ON ATLANTA AND OUR TECHNOLOGY COMMUNITY (FEATURING DR. DONALD RATAJCZAK - CONSULTING ECONOMIST)AS OF DECEMBER 31, 2017, MEMBERSHIP IN TER INCLUDED APPROXIMATELY 105 DUE PAYING MEMBERS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 1,825. DESCRIPTION: SURVEY. AMOUNT: 5,300. DESCRIPTION: MEETING EXPENSES. AMOUNT: 34,772. DESCRIPTION: BANK CHARGES. AMOUNT: 21. DESCRIPTION: GIFTS. AMOUNT: 1,431. DESCRIPTION: MERCHANT FEES. AMOUNT: 502. DESCRIPTION: WEB & SOFTWARE FEES. AMOUNT: 194. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 290. DESCRIPTION: EVENT EXPENSES. AMOUNT: 3,023. DESCRIPTION: PHOTO & VIDEO. AMOUNT: 60. DESCRIPTION: WEBSITE MAINTENANCE. AMOUNT: 2,500. TOTAL TO FORM 990-EZ, LINE 16: 49,918.
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.
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TECHNOLOGY EXECUTIVES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROUNDTABLE INC
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ReturnHeader/FilingSecurityInformation/IPTm021:55:02
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/ReturnTs02018-11-08T07:04:19-06:00
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
$26,545
Liabilities
$0
Net assets
$26,545
Revenue
$52,850
Expenses
$62,061
Net income
-$9,211
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits