Civic Intelligence

The Technology Executives Roundtable Inc

990EZ • Fiscal year 2019 • EIN 58-2464544

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 09, 2020

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

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

82nd percentile

19%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

98th percentile

191%

Faster asset growth than 98% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

84%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$25,033

Up $16,423 (+191%) from 2018

Net Assets

Up

$25,033

Up $16,423 (+191%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin82nd percentile

Revenue

Up

$85,960

Up $39,360 (+84%) from 2018

Expenses

Up

$69,537

Up $5,002 (+7.8%) from 2018

Net Income

Up

$16,423

Up $34,358 (+192%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2019

Assets$25,033
Liabilities$0
Net Assets$25,033
Open 2019 Filing

Operations Trend

Revenue Growth96th 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

2019

Revenue$85,960
Expenses$69,537
Net Income$16,423
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 9, 2020
Return Version
2019v5.1
Gross Receipts
$85,960
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 2019 YEAR INCLUDED THE FOLLOWING: - STRATEGIC INVESTMENTS & CORPORATE PARTNERSHIPS- TOP 10 ISSUES FOR A SUCCESSFUL M&A TECH DEAL (AND HOW TO AVOID DISASTER)- BOARD OF DIRECTORS/ADVISORY BOARDS - HOW TO SELECT GREAT BOARD MEMBERS & RUN A SUCCESSFUL BOARD MEETING- VENTURE CAPITAL/GROWTH EQUITY PANEL: WHAT INVESTORS LOOK FOR WHEN INVESTING IN SOUTHEASTERN TECH COMPANIES- ATLANTA TECHNOLOGY EXECUTIVE COMPENSATION: THE 2019 COMPENSATION REPORT AND PANEL DISCUSSION- BUILDING EXECUTIVE TALENT IN YOUR ORGANIZATION: AVOIDING EXPENSIVE LEADERSHIP MISTAKES- SHOULD MY TECH COMPANY RAISE PRIVATE EQUITY? - INSIDER'S VIEW WITH REPRESENTATIVES FROM SERENT CAPITAL & THEIR PORTFOLIO COMPANIES- THE BIGGEST DEALS IN FINTECH HISTORY...WHAT DOES THE FUTURE LOOK LIKE & HOW DOES IT AFFECT YOU?- EXPLORING TRENDS IN SELLING TECHNOLOGY PRODUCTS & SERVICES IN TODAY'S ECONOMY- RED ALERT - NEW PRIVACY LAWS: "WHAT TECH COMPANIES MUST KNOW -- CALIFORNIA, NY & INTERNATIONAL PRIVACY LAW UPDATE"- 10TH ANNUAL JOHN IMLAY LEADERSHIP AWARD CEREMONY - TECHNOLOGY LEADER OF THE YEAR- ECONOMIC FORECASTS FOR 2020: IMPACT ON ATLANTA AND OUR TECHNOLOGY COMMUNITYAS OF DECEMBER 31, 2019, MEMBERSHIP IN TER INCLUDED APPROXIMATELY 101 DUE PAYING MEMBERS.$0$69,537
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG LEGGVice President-$0--
HUFF LOGUESecretary-$0--
SEAN LAGERTreasurer-$0--
RORY CARLTONMarketing Chairperson-$0--
ANN MCDONALDHost Committee Chairperson-$0--
JOHN YATESPrograms Chairperson-$0--
AJ FANGDirector-$0--
ERIC CHRISTDirector-$0--
BILL LEONARDDirector-$0--
ROB PINATARODirector-$0--
KARYN MULLINSImmediate Past President-$0--
DAVID BRINKMANDirector-$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
2020-06-09
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: 5,222. Description: meeting expenses. Amount: 38,829. Description: bank charges. Amount: 12. Description: gifts. Amount: 1,510. Description: merchant fees. Amount: 640. Description: web & software fees. Amount: 402. Description: dues & subscriptions. Amount: 64. Description: event expenses. Amount: 4,087. Description: travel. Amount: 1,763. Description: security & compliance. Amount: 240. Total to form 990-ez, line 16: 54,594.”

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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUG LEGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HUFF LOGUE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KARYN MULLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DAVID BRINKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MARKETING CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HOST COMMITTEE CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PROGRAMS CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
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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 2019 YEAR INCLUDED THE FOLLOWING: - STRATEGIC INVESTMENTS & CORPORATE PARTNERSHIPS- TOP 10 ISSUES FOR A SUCCESSFUL M&A TECH DEAL (AND HOW TO AVOID DISASTER)- BOARD OF DIRECTORS/ADVISORY BOARDS - HOW TO SELECT GREAT BOARD MEMBERS & RUN A SUCCESSFUL BOARD MEETING- VENTURE CAPITAL/GROWTH EQUITY PANEL: WHAT INVESTORS LOOK FOR WHEN INVESTING IN SOUTHEASTERN TECH COMPANIES- ATLANTA TECHNOLOGY EXECUTIVE COMPENSATION: THE 2019 COMPENSATION REPORT AND PANEL DISCUSSION- BUILDING EXECUTIVE TALENT IN YOUR ORGANIZATION: AVOIDING EXPENSIVE LEADERSHIP MISTAKES- SHOULD MY TECH COMPANY RAISE PRIVATE EQUITY? - INSIDER'S VIEW WITH REPRESENTATIVES FROM SERENT CAPITAL & THEIR PORTFOLIO COMPANIES- THE BIGGEST DEALS IN FINTECH HISTORY...WHAT DOES THE FUTURE LOOK LIKE & HOW DOES IT AFFECT YOU?- EXPLORING TRENDS IN SELLING TECHNOLOGY PRODUCTS & SERVICES IN TODAY'S ECONOMY- RED ALERT - NEW PRIVACY LAWS: "WHAT TECH COMPANIES MUST KNOW -- CALIFORNIA, NY & INTERNATIONAL PRIVACY LAW UPDATE"- 10TH ANNUAL JOHN IMLAY LEADERSHIP AWARD CEREMONY - TECHNOLOGY LEADER OF THE YEAR- ECONOMIC FORECASTS FOR 2020: IMPACT ON ATLANTA AND OUR TECHNOLOGY COMMUNITYAS OF DECEMBER 31, 2019, MEMBERSHIP IN TER INCLUDED APPROXIMATELY 101 DUE PAYING MEMBERS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 1,825. DESCRIPTION: SURVEY. AMOUNT: 5,222. DESCRIPTION: MEETING EXPENSES. AMOUNT: 38,829. DESCRIPTION: BANK CHARGES. AMOUNT: 12. DESCRIPTION: GIFTS. AMOUNT: 1,510. DESCRIPTION: MERCHANT FEES. AMOUNT: 640. DESCRIPTION: WEB & SOFTWARE FEES. AMOUNT: 402. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 64. DESCRIPTION: EVENT EXPENSES. AMOUNT: 4,087. DESCRIPTION: TRAVEL. AMOUNT: 1,763. DESCRIPTION: SECURITY & COMPLIANCE. AMOUNT: 240. TOTAL TO FORM 990-EZ, LINE 16: 54,594.
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/IPTm014:54:43
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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/ReturnTs02020-06-10T07:44:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,033
Liabilities
$0
Net assets
$25,033
Revenue
$85,960
Expenses
$69,537
Net income
$16,423
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
2019Detailed filing. Detailed filing data is available for this year.$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