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TECHNOLOGY EXECUTIVES ROUNDTABLE INC: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
TECHNOLOGY EXECUTIVES ROUNDTABLE INC (EIN 58-2464544)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-08
IRS object ID
202313129349200421
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-08T08:53:43-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581433845PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRAZIER & DEETER LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11230 PEACHTREE STREET NE SUITE 1500AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN582464544EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TECHNOLOGY EXECUTIVESBusinessNameLine1Txt
Business Name Line2ROUNDTABLE INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTECHBusinessNameControlTxt
Phone7709849070PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11230 PEACHTREE STREE NE 1500AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSEAN LAGERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4042537500PhoneNum
Signature2023-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSEANPersonFirstNm
Person LastLAGERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEORGE POPEPreparerPersonNm
PTINP01461270PTIN
Phone4042537500PhoneNum
Preparation2023-11-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.TER-ATLANTA.COMWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$80,635GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$48,400ContributionsGiftsGrantsEtcAmt
Program Service Revenue$2,620ProgramServiceRevenueAmt
Membership Dues$29,615MembershipDuesAmt
Total Revenue$80,635TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$16,380FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$74,819OtherExpensesTotalAmt
Total Expenses$91,199TotalExpensesAmt
Excess Or Deficit For Year-$10,564ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$27,163NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$16,599NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$35,329BOYAmt
EOY$19,928EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$35,329BOYAmt
EOY$19,928EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,166BOYAmt
EOY$3,329EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$27,163BOYAmt
EOY$16,599EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE 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.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE 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 2022 YEAR INCLUDED THE FOLLOWING: -VIDEO CONFERENCE: TOP 10 KEY ACCOUNTING, LEGAL & TAX ISSUES FOR 2022 -M&A NEW 2022 TRENDS IN DEALS, VALUATIONS AND HOT MARKETS-COMPETING FOR TOP TALENT IN 2022 -WHY & HOW TO GROW YOUR TECH BUSINESS INTERNATIONALLY- IN THE NEW EUROPEAN WORLD-TECHNOLOGY EXECUTIVE COMPENSATION: THE 2022 COMPENSATION REPORT AND PANEL DISCUSSION -VENTURE CAPITAL INVESTING IN 2022 NEW TRENDS, DEAL TERMS IN AN INFLATIONARY ENVIRONMENT -WHERE TECHNOLOGY SALES & MARKETING MEET: A LOOK INSIDE THE CMO/CRO RELATIONSHIP -KEY TRENDS & STRATEGIES FOR THE POST-PANDEMIC WORKPLACE -CYBERSECURITY: THE COST OF DOING BUSINESS -MASTER THE ABCS OF SELLING TO CLIENT EXECUTIVES- TER VIRTUAL SALES WEBINAR -WHY INCLUSIVE CULTURE IS IMPERATIVE FOR EVERY TECHNOLOGY COMPANY -TWELFTH ANNUAL JOHN IMLAY LEADERSHIP AWARD CEREMONY -2023 ECONOMIC OUTLOOK PRESENTED BY ROGER TUTTEROW, PHD., KENNESAW STATE UNIVERSITY AS OF DECEMBER 31, 2022, MEMBERSHIP IN TER INCLUDED APPROXIMATELY 74 DUE PAYING MEMBERS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$91,199ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$91,199TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DOUG LEGG
VICE PRESIDENT2.00$0$0$0
SEAN LAGER
TREASURER2.00$0$0$0
ANN MCDONALD
HOST COMMITTEE CHAIRPERSON2.00$0$0$0
JOHN YATES
PROGRAMS CHAIRPERSON2.00$0$0$0
ERIC CHRIST
DIRECTOR2.00$0$0$0
JOHN WICHMANN
PRESIDENT2.00$0$0$0
RONNIE CANNON
DIRECTOR2.00$0$0$0
ALLEN LUMPKIN
DIRECTOR2.00$0$0$0
STAR VANDERHAAR
DIRECTOR2.00$0$0$0
DAVID BRINKMAN
IMMEDIATE PAST PRESIDENT2.00$0$0$0
STEVEN RUSSELL
DIRECTOR2.00$0$0$0
MIKE WHITACRE
DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEAN LAGERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11230 PEACHTREE STREET NE SUITE 1500AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
Phone4042537500PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: INSURANCE. AMOUNT: 2,086. DESCRIPTION: SURVEY. AMOUNT: 5,591. DESCRIPTION: MEETING EXPENSES. AMOUNT: 35,269. DESCRIPTION: GIFTS. AMOUNT: 851. DESCRIPTION: MERCHANT FEES. AMOUNT: 504. DESCRIPTION: WEB & SOFTWARE FEES. AMOUNT: 484. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 705. DESCRIPTION: TRAVEL. AMOUNT: 1,331. DESCRIPTION: SECURITY & COMPLIANCE. AMOUNT: 170. DESCRIPTION: ADVERTISING. AMOUNT: 27,578. DESCRIPTION: CHARITABLE CONTRIBUTIONS. AMOUNT: 250. TOTAL TO FORM 990-EZ, LINE 16: 74,819.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 8,166. END OF YEAR AMOUNT: 3,329.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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.DeclarationDesc

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