TECHNOLOGY EXECUTIVES ROUNDTABLE INC: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TECHNOLOGY EXECUTIVES ROUNDTABLE INC (EIN 58-2464544)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-02-12
- IRS object ID
- 202140439349200879
- Schema version
- 2020v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-12T11:27:13-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581433845 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAZIER & DEETER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 PEACHTREE STREET NE SUITE 1500 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582464544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TECHNOLOGY EXECUTIVES | BusinessNameLine1Txt |
| Business Name Line2 | ROUNDTABLE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TECH | BusinessNameControlTxt |
| Phone | 7709849070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 PEACHTREE STREET NE NO 1500 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN LAGER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4042537500 | PhoneNum |
| Signature | 2021-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SEAN | PersonFirstNm |
| Person Last | LAGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE C WILLIAMS | PreparerPersonNm |
| PTIN | P01608947 | PTIN |
| Phone | 4042537500 | PhoneNum |
| Preparation | 2021-02-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.TER-ATLANTA.COM | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $52,880 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $22,000 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $600 | ProgramServiceRevenueAmt |
| Membership Dues | $30,280 | MembershipDuesAmt |
| Total Revenue | $52,880 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $13,800 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $22,418 | OtherExpensesTotalAmt |
| Total Expenses | $36,218 | TotalExpensesAmt |
| Excess Or Deficit For Year | $16,662 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $25,033 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $41,695 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,033 | BOYAmt |
| EOY | $41,695 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,033 | BOYAmt |
| EOY | $41,695 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,033 | BOYAmt |
| EOY | $41,695 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | 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. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | 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. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $36,218 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $36,218 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| DOUG LEGG | ||||
| VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| HUFF LOGUE | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| SEAN LAGER | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| RORY CARLTON | ||||
| MARKETING CHAIRPERSON | 2.00 | $0 | $0 | $0 |
| ANN MCDONALD | ||||
| HOST COMMITTEE CHAIRPERSON | 2.00 | $0 | $0 | $0 |
| JOHN YATES | ||||
| PROGRAMS CHAIRPERSON | 2.00 | $0 | $0 | $0 |
| ERIC CHRIST | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| BILL LEONARD | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| ROB PINATARO | ||||
| PRESIDENT | 2.00 | $0 | $0 | $0 |
| KARYN MULLINS | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID BRINKMAN | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| ALLEN LUMPKIN | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEAN LAGER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 PEACHTREE STREET NE SUITE 1500 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4042537500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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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