Civic Intelligence

The Technology Executives Roundtable Inc

990EZ • Fiscal year 2021 • EIN 58-2464544

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileWWW.TER-ATLANTA.COM
1230 Peachtree Stree NE 1500Atlanta, GA 30309

(770) 984-9070

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.23x

Higher debt load relative to assets than 82% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

76th percentile

0.16x

Higher debt load relative to revenue than 76% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

17th percentile

-15%

Faster asset growth than 17% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

45th percentile

-0.5%

Faster revenue growth than 45% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$35,329

Down $6,366 (-15%) from 2020

Net Assets

Down

$27,163

Down $14,532 (-35%) from 2020

Liabilities

Up

$8,166

Up $8,166 from 2020

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin14th percentile

Revenue

Down

$52,591

Down $289 (-0.5%) from 2020

Expenses

Up

$65,973

Up $29,755 (+82%) from 2020

Net Income

Down

-$13,382

Down $30,044 (-180%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2021

Assets$35,329
Liabilities$8,166
Net Assets$27,163
Open 2021 Filing

Operations Trend

Revenue Growth45th 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

2021

Revenue$52,591
Expenses$65,973
Net Income-$13,382
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$52,591
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 2021 YEAR INCLUDED THE FOLLOWING: -VIDEO CONFERENCE: 2021 ACCOUNTING, TAX & LEGAL UPDATE: WHAT EVERY TECHNOLOGY COMPANY NEEDS TO KNOW IN 2021 -VIDEO CONFERENCE: VENTURE CAPITAL INVESTING IN 2021- NEW TRENDS, DEAL TERMS & VALUATION SURPRISES-VIDEO CONFERENCE: POST-PANDEMIC OFFICE- HOW WILL THE WORKPLACE EVOLVE? -VIDEO CONFERENCE: INTERNATIONAL EXPANSION- WHERE TO OPEN YOUR INTERNATIONAL OFFICE IN 2021-TECHNOLOGY EXECUTIVE COMPENSATION & TALENT ACQUISITION- NEW TRENDS IMPACTING TECH COMPANIES -SPACS & IPOS- WHAT EVERY TECH COMPANY NEEDS TO KNOW (AND PRIVATE EQUITY OR A STRATEGIC BUYER AS AN ALTERNATIVE!) -THE CONVERGENCE OF FINTECH AND SOFTWARE -RANSOMWARE PREVENTION: BEST PRACTICES FOR REDUCING YOUR TECHNOLOGY EXPOSURE AND LEGAL LIABILITY (AND SAVING YOUR JOB!) -A MASTER CLASS IN TECHNOLOGY MARKETING: C-SUITE SNAPSHOT OF BEST PRACTICES IN MARKETING TODAY -ENTREPRENEURSHIP THROUGH THE DIVERSITY LENS: SUPPORTING AND INCREASING DIVERSITY IN YOUR TECH COMPANY -ELEVENTH ANNUAL JOHN IMLAY LEADERSHIP AWARD CEREMONY -2022 ECONOMIC FORECAST PRESENTED BY ROGER TUTTEROW, PHD., KENNESAW STATE UNIVERSITY AS OF DECEMBER 31, 2021, MEMBERSHIP IN TER INCLUDED APPROXIMATELY 74 DUE PAYING MEMBERS.$0$65,973
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG LEGGVice President-$0--
SEAN LAGERTreasurer-$0--
RORY CARLTONMarketing Chairperson-$0--
ANN MCDONALDHost Committee Chairperson-$0--
JOHN YATESPrograms Chairperson-$0--
ERIC CHRISTDirector-$0--
DAVID BRINKMANPresident-$0--
RONNIE CANNONDirector-$0--
ALLEN LUMPKINDirector-$0--
STAR VANDERHAARDirector-$0--
ROB PINATAROImmediate Past President-$0--
STEVEN RUSSELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Technology Executives
EIN
58-2464544
Phone
7709849070
Address
1230 PEACHTREE STREE NE 1500, ATLANTA, GA 30309

Signing Officer

Name
Sean Lager
Title
Treasurer
Phone
4042537500
Signed
2022-11-15
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: 2,096. Description: survey. Amount: 5,063. Description: meeting expenses. Amount: 18,896. Description: gifts. Amount: 282. Description: merchant fees. Amount: 311. Description: web & software fees. Amount: 481. Description: dues & subscriptions. Amount: 327. Description: event expenses. Amount: 3,968. Description: travel. Amount: 784. Description: security & compliance. Amount: 240. Description: advertising. Amount: 18,625. Total to form 990-ez, line 16: 51,073.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: reversal of py accrual to cash. Amount: -1,150.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 0. End of year amount: 8,166.”

Raw XML Appendix170 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/PersonNm0DOUG LEGG
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ROB PINATARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11STEVEN RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MARKETING CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3HOST COMMITTEE CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PROGRAMS CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 2,096. DESCRIPTION: SURVEY. AMOUNT: 5,063. DESCRIPTION: MEETING EXPENSES. AMOUNT: 18,896. DESCRIPTION: GIFTS. AMOUNT: 282. DESCRIPTION: MERCHANT FEES. AMOUNT: 311. DESCRIPTION: WEB & SOFTWARE FEES. AMOUNT: 481. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 327. DESCRIPTION: EVENT EXPENSES. AMOUNT: 3,968. DESCRIPTION: TRAVEL. AMOUNT: 784. DESCRIPTION: SECURITY & COMPLIANCE. AMOUNT: 240. DESCRIPTION: ADVERTISING. AMOUNT: 18,625. TOTAL TO FORM 990-EZ, LINE 16: 51,073.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: REVERSAL OF PY ACCRUAL TO CASH. AMOUNT: -1,150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 8,166.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01230 PEACHTREE STREET NE SUITE 1500
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ReturnHeader/ReturnTs02022-11-15T10:51:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,329
Liabilities
$8,166
Net assets
$27,163
Revenue
$52,591
Expenses
$65,973
Net income
-$13,382
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
2021Detailed filing. Detailed filing data is available for this year.$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