Civic Intelligence

The Technology Executives Roundtable Inc

990EZ • Fiscal year 2018 • EIN 58-2464544

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 19, 2019

Organization ProfileWWW.TER-ATLANTA.COM
1230 Peachtree Street NE No 1500Atlanta, GA 30309

(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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

45th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-38%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

3rd percentile

-68%

Faster asset growth than 3% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-12%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$8,610

Down $17,935 (-68%) from 2017

Net Assets

Down

$8,610

Down $17,935 (-68%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin7th percentile

Revenue

Down

$46,600

Down $6,250 (-12%) from 2017

Expenses

Up

$64,535

Up $2,474 (+4.0%) from 2017

Net Income

Down

-$17,935

Down $8,724 (-95%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2018

Assets$8,610
Liabilities$0
Net Assets$8,610
Open 2018 Filing

Operations Trend

Revenue Growth25th 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

2018

Revenue$46,600
Expenses$64,535
Net Income-$17,935
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 19, 2019
Return Version
2018v3.1
Gross Receipts
$46,600
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 2018 YEAR INCLUDED THE FOLLOWING: - RED ALERT: TOP 10 KEY POINTERS FOR TECH COMPANIES TO REDUCE LIABILITY FOR SEXUAL HARASSMENT IN THE WORKPLACE- THE NEW TAX ACT: TOP 10 MAJOR IMPACTS ON TECH COMPANIES - REVENUE RECOGNITION - TOP 10 POINTERS EVERY TECH COMPANY NEEDS TO KNOW- VENTURE CAPITAL/GROWTH EQUITY FOR SOUTHEASTERN COMPANIES: HOW TO FIND IT AND WHAT IT COSTS- 2018 ATLANTA TECHNOLOGY EXECUTIVE COMPENSATION - AN INTERACTIVE SESSION ON HOW TECH COMPANIES ACQUIRE, INSPIRE, DEVELOP, AND RETAIN TALENT - CYBERSECURITY, PRIVACY & GDPR - WHAT EVERY TECH COMPANY MUST KNOW (TO REDUCE LIABILITY & COMPLY WITH THE LAW)- INSIDE A SUCCESSFUL SALES AND MARKETING PARTNERSHIP: HOW TECHNOLOGY LEADERS ENSURE MARKETING GENERATES SALES- TECHNOLOGY IS CHANGING HOW EMPLOYERS/EMPLOYEES LOOK AT YOUR COMPANY BENEFITS- REIMAGINING RISK: HOW TODAY'S TECH LEADERS ARE INTEGRATING RISK MANAGEMENT- MAXIMIZING FOUNDER LIQUIDITY - HOW TO OPTIMIZE THE USE OF DEBT CAPITAL- 9TH ANNUAL JOHN IMLAY LEADERSHIP AWARD CEREMONY - TECHNOLOGY LEADER OF THE YEAR- ECONOMIC FORECASTS FOR 2019: ROGER TUTTEROW, KENNESAW STATE UNIVERSITYAS OF DECEMBER 31, 2018, MEMBERSHIP IN TER INCLUDED APPROXIMATELY 112 DUE PAYING MEMBERS.$0$64,535
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS ARMSTRONGDirector-$0--
DOUG LEGGVice President-$0--
HUFF LOGUESecretary & Membership-$0--
SEAN LAGERTreasurer-$0--
RORY CARLTONMarketing, Chairperson-$0--
ANN MCDONALDHost Committee, Chairperso-$0--
JOHN YATESPrograms, Chairperson-$0--
AJ FANGDirector-$0--
ERIC CHRISTDirector-$0--
BILL LEONARDDirector-$0--
JOEL STERNDirector-$0--
ROB PINATARODirector-$0--
Filing and Contact Details

Filer

Filer Name
The Technology Executives
EIN
58-2464544
Phone
7709849070
Address
1230 PEACHTREE STREET NE NO 1500, ATLANTA, GA 30309

Signing Officer

Name
Sean Lager
Title
Treasurer
Phone
4042537500
Signed
2019-06-19
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: 5,744. Description: meeting expenses. Amount: 37,568. Description: bank charges. Amount: 24. Description: gifts. Amount: 1,096. Description: merchant fees. Amount: 443. Description: web & software fees. Amount: 458. Description: dues & subscriptions. Amount: 50. Description: event expenses. Amount: 2,873. Description: photo & video. Amount: 691. Description: travel. Amount: 1,297. Description: office supplies. Amount: 30. Description: security & compliance. Amount: 240. Total to form 990-ez, line 16: 52,339.”

Raw XML Appendix169 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/PersonNm0THOMAS ARMSTRONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUG LEGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HUFF LOGUE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7AJ FANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ERIC CHRIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BILL LEONARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOEL STERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ROB PINATARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY & MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MARKETING, CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HOST COMMITTEE, CHAIRPERSO
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.
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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 2018 YEAR INCLUDED THE FOLLOWING: - RED ALERT: TOP 10 KEY POINTERS FOR TECH COMPANIES TO REDUCE LIABILITY FOR SEXUAL HARASSMENT IN THE WORKPLACE- THE NEW TAX ACT: TOP 10 MAJOR IMPACTS ON TECH COMPANIES - REVENUE RECOGNITION - TOP 10 POINTERS EVERY TECH COMPANY NEEDS TO KNOW- VENTURE CAPITAL/GROWTH EQUITY FOR SOUTHEASTERN COMPANIES: HOW TO FIND IT AND WHAT IT COSTS- 2018 ATLANTA TECHNOLOGY EXECUTIVE COMPENSATION - AN INTERACTIVE SESSION ON HOW TECH COMPANIES ACQUIRE, INSPIRE, DEVELOP, AND RETAIN TALENT - CYBERSECURITY, PRIVACY & GDPR - WHAT EVERY TECH COMPANY MUST KNOW (TO REDUCE LIABILITY & COMPLY WITH THE LAW)- INSIDE A SUCCESSFUL SALES AND MARKETING PARTNERSHIP: HOW TECHNOLOGY LEADERS ENSURE MARKETING GENERATES SALES- TECHNOLOGY IS CHANGING HOW EMPLOYERS/EMPLOYEES LOOK AT YOUR COMPANY BENEFITS- REIMAGINING RISK: HOW TODAY'S TECH LEADERS ARE INTEGRATING RISK MANAGEMENT- MAXIMIZING FOUNDER LIQUIDITY - HOW TO OPTIMIZE THE USE OF DEBT CAPITAL- 9TH ANNUAL JOHN IMLAY LEADERSHIP AWARD CEREMONY - TECHNOLOGY LEADER OF THE YEAR- ECONOMIC FORECASTS FOR 2019: ROGER TUTTEROW, KENNESAW STATE UNIVERSITYAS OF DECEMBER 31, 2018, MEMBERSHIP IN TER INCLUDED APPROXIMATELY 112 DUE PAYING MEMBERS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 1,825. DESCRIPTION: SURVEY. AMOUNT: 5,744. DESCRIPTION: MEETING EXPENSES. AMOUNT: 37,568. DESCRIPTION: BANK CHARGES. AMOUNT: 24. DESCRIPTION: GIFTS. AMOUNT: 1,096. DESCRIPTION: MERCHANT FEES. AMOUNT: 443. DESCRIPTION: WEB & SOFTWARE FEES. AMOUNT: 458. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 50. DESCRIPTION: EVENT EXPENSES. AMOUNT: 2,873. DESCRIPTION: PHOTO & VIDEO. AMOUNT: 691. DESCRIPTION: TRAVEL. AMOUNT: 1,297. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 30. DESCRIPTION: SECURITY & COMPLIANCE. AMOUNT: 240. TOTAL TO FORM 990-EZ, LINE 16: 52,339.
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/FilingSecurityInformation/IPTm018:26:53
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRAZIER & DEETER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01230 PEACHTREE STREET NE SUITE 1500
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
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ReturnHeader/PreparerPersonGrp/PhoneNum04042537500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE POPE
ReturnHeader/ReturnTs02019-06-20T06:55:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,610
Liabilities
$0
Net assets
$8,610
Revenue
$46,600
Expenses
$64,535
Net income
-$17,935
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
2018Detailed filing. Detailed filing data is available for this year.$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. 2018 filings • 501(c)6 • <$500k nonprofits