Civic Intelligence

The Technology Executives Roundtable Inc

990EZ • Fiscal year 2020 • EIN 58-2464544

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 12, 2021

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

43rd percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

43rd percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

86th percentile

32%

Higher net margin than 86% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

91st percentile

67%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-38%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$41,695

Up $16,662 (+67%) from 2019

Net Assets

Up

$41,695

Up $16,662 (+67%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin86th percentile

Revenue

Down

$52,880

Down $33,080 (-38%) from 2019

Expenses

Down

$36,218

Down $33,319 (-48%) from 2019

Net Income

Up

$16,662

Up $239 (+1.5%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2020

Assets$41,695
Liabilities$0
Net Assets$41,695
Open 2020 Filing

Operations Trend

Revenue Growth29th 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

2020

Revenue$52,880
Expenses$36,218
Net Income$16,662
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 12, 2021
Return Version
2020v4.0
Gross Receipts
$52,880
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 2020 YEAR INCLUDED THE FOLLOWING: - VIDEO CONFERENCE: 2021 ACCOUNTING, TAX & LEGAL UPDATE: WHAT EVERY TECHNOLOGY COMPANY NEEDS TO KNOW IN 2021- VIDEO CONFERENCE: ECONOMIC FORECAST FOR 2021- VIDEO CONFERENCE: TECH LEADERSHIP LESSONS FOR 2021- VIDEO CONFERENCE: ACCELERATING BLACK ENTREPRENEURSHIP IN ATLANTA/HOW TO INCREASE DIVERSITY IN YOUR TECH COMPANY- VIDEO CONFERENCE: THE NEW NORMAL IN MARKETING: FROM DISRUPTION TO DELIVERING RESULTS- VIDEO CONFERENCE: MAINTAINING A THRIVING CULTURE WORKING REMOTELY- VIDEO CONFERENCE: INCREASING VALUE FOR FUNDING, LEADERSHIP AND SALES- VIDEO CONFERENCE: TOP 10 ISSUES FOR A SUCCESSFUL M&A TECH DEAL (AND HOW TO ACHIEVE THE HIGHEST VALUATION!)- VIDEO CONFERENCE: TECH: HOW TO SURVIVE AND THRIVE THROUGH COVID-19- VIDEO CONFERENCE: TOP 10 MOST IMPORTANT COVID-19 LEGAL & REGULATORY ISSUES FOR TECH COMPANIES & INVESTORS- TOP 10 KEY ACCOUNTING, LEGAL & TAX ISSUES IMPACTING SAAS COMPANIES IN 2020AS OF DECEMBER 31, 2020, MEMBERSHIP IN TER INCLUDED APPROXIMATELY 85 DUE PAYING MEMBERS.$0$36,218
Compensation and Service Providers
Top Officer PayScore unavailable

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--
ERIC CHRISTDirector-$0--
BILL LEONARDDirector-$0--
ROB PINATAROPresident-$0--
KARYN MULLINSDirector-$0--
DAVID BRINKMANDirector-$0--
ALLEN LUMPKINDirector-$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
2021-02-12
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Description: insurance. Amount: 2,015. Description: survey. Amount: 5,000. Description: meeting expenses. Amount: 8,523. Description: bank charges. Amount: 15. Description: gifts. Amount: 489. Description: merchant fees. Amount: 391. Description: web & software fees. Amount: 434. Description: dues & subscriptions. Amount: 67. Description: event expenses. Amount: 4,956. Description: travel. Amount: 288. Description: security & compliance. Amount: 240. Total to form 990-ez, line 16: 22,418.”

Raw XML Appendix165 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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SEAN LAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RORY CARLTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANN MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN YATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERIC CHRIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BILL LEONARD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DAVID BRINKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ALLEN LUMPKIN
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/TitleTxt8PRESIDENT
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/ProgramServiceRevenueAmt0600
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 2020 YEAR INCLUDED THE FOLLOWING: - VIDEO CONFERENCE: 2021 ACCOUNTING, TAX & LEGAL UPDATE: WHAT EVERY TECHNOLOGY COMPANY NEEDS TO KNOW IN 2021- VIDEO CONFERENCE: ECONOMIC FORECAST FOR 2021- VIDEO CONFERENCE: TECH LEADERSHIP LESSONS FOR 2021- VIDEO CONFERENCE: ACCELERATING BLACK ENTREPRENEURSHIP IN ATLANTA/HOW TO INCREASE DIVERSITY IN YOUR TECH COMPANY- VIDEO CONFERENCE: THE NEW NORMAL IN MARKETING: FROM DISRUPTION TO DELIVERING RESULTS- VIDEO CONFERENCE: MAINTAINING A THRIVING CULTURE WORKING REMOTELY- VIDEO CONFERENCE: INCREASING VALUE FOR FUNDING, LEADERSHIP AND SALES- VIDEO CONFERENCE: TOP 10 ISSUES FOR A SUCCESSFUL M&A TECH DEAL (AND HOW TO ACHIEVE THE HIGHEST VALUATION!)- VIDEO CONFERENCE: TECH: HOW TO SURVIVE AND THRIVE THROUGH COVID-19- VIDEO CONFERENCE: TOP 10 MOST IMPORTANT COVID-19 LEGAL & REGULATORY ISSUES FOR TECH COMPANIES & INVESTORS- TOP 10 KEY ACCOUNTING, LEGAL & TAX ISSUES IMPACTING SAAS COMPANIES IN 2020AS OF DECEMBER 31, 2020, MEMBERSHIP IN TER INCLUDED APPROXIMATELY 85 DUE PAYING MEMBERS.
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IRS990EZ/WebsiteAddressTxt0WWW.TER-ATLANTA.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 2,015. DESCRIPTION: SURVEY. AMOUNT: 5,000. DESCRIPTION: MEETING EXPENSES. AMOUNT: 8,523. DESCRIPTION: BANK CHARGES. AMOUNT: 15. DESCRIPTION: GIFTS. AMOUNT: 489. DESCRIPTION: MERCHANT FEES. AMOUNT: 391. DESCRIPTION: WEB & SOFTWARE FEES. AMOUNT: 434. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 67. DESCRIPTION: EVENT EXPENSES. AMOUNT: 4,956. DESCRIPTION: TRAVEL. AMOUNT: 288. DESCRIPTION: SECURITY & COMPLIANCE. AMOUNT: 240. TOTAL TO FORM 990-EZ, LINE 16: 22,418.
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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01230 PEACHTREE STREET NE SUITE 1500
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-12
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ReturnHeader/ReturnTs02021-02-12T11:27:13-06:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,695
Liabilities
$0
Net assets
$41,695
Revenue
$52,880
Expenses
$36,218
Net income
$16,662
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
2020Detailed filing. Detailed filing data is available for this year.$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. 2020 filings • 501(c)6 • <$500k nonprofits