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TECHNOLOGY EXECUTIVES ROUNDTABLE INC: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
TECHNOLOGY EXECUTIVES ROUNDTABLE INC (EIN 58-2464544)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-11
IRS object ID
201633169349201303
Schema version
2015v2.1
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)
Return2016-11-11T10:50:22-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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 Line14455 PINEHURST CIRCLEAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBOB WOOSLEYPersonNm
Person TitleFINANCEPersonTitleTxt
Phone4042537500PhoneNum
Signature2016-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEORGE POPEPreparerPersonNm
PTINP01461270PTIN
Phone4042537500PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

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$56,275GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$20,000ContributionsGiftsGrantsEtcAmt
Program Service Revenue$4,850ProgramServiceRevenueAmt
Membership Dues$31,425MembershipDuesAmt
Total Revenue$56,275TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$12,000FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$140PrintingPublicationsPostageAmt
Other Expenses Total$49,210OtherExpensesTotalAmt
Total Expenses$61,350TotalExpensesAmt
Excess Or Deficit For Year-$5,075ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$38,698NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$33,623NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$38,698BOYAmt
EOY$33,623EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$38,698BOYAmt
EOY$33,623EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$38,698BOYAmt
EOY$33,623EOYAmt
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 2015 YEAR INCLUDED THE FOLLOWING: - FOOTBALL AND ENTREPRENEURSHIP - HOW TO SCORE A LEADERSHIP TOUCHDOWN - ADVANCED CEO/CFO WORKSHOP - M&A, PRIVATE EQUITY, AND STRATEGIC SALE - TACTICS & STRATEGIES FOR MAXIMIZING VALUATION - CYBER LIABILITY - WHAT TARGET & SONY OVERLOOKED. LESSONS LEARNED THAT ALL TECHNOLOGY COMPANIES SHOULD UNDERSTAND- ATLANTA TECHNOLOGY EXECUTIVE COMPENSATION - THE 2015 COMPENSATION REPORT AND PANEL DISCUSSION- THE INTERNET OF THINGS: WHAT IT IS, HOW IT'S AFFECTING YOUR BUSINESS, AND HOW TO SECURE IT- WHAT DO VCS IN SILICON VALLEY LOOK FOR IN ATLANTA?- NEGOTIATING A SUCCESSFUL M&A DEAL: PRACTICAL POINTERS FOR ACHIEVING HIGH VALUATION AND LOW LIABILITY- NEXT GENERATION ENGAGEMENT: 6 WORKPLACE ASPECTS THAT ENGAGE MILLENNIALS- CEO/CFO COACHING POINTERS: IMPORTANT LESSONS FROM EXECUTIVE COACHES- M&A TRENDS FOR TECH COMPANIES- ECONOMIC FORECASTS FOR 2016: IMPACT ON ATLANTA AND OUR TECHNOLOGY COMMUNITYAS OF DECEMBER 31, 2015, MEMBERSHIP IN TER INCLUDED APPROXIMATELY OVER 100 DUE PAYING MEMBERS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
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
PAUL ILSE
DIRECTOR2.00$0$0$0
DOUG LEGG
VICE PRESIDENT2.00$0$0$0
HUFF LOGUE
SECRETARY & MEMBERSHIP2.00$0$0$0
SEAN LAGER
TREASURER2.00$0$0$0
RORY CARLTON
MARKETING, CHAIRPERSON2.00$0$0$0
ANN MCDONALD
HOST COMMITTEE, CHAIRPERSO2.00$0$0$0
JOHN YATES
PROGRAMS, CHAIRPERSON2.00$0$0$0
THOMAS ARMSTRONG
RECRUITING, CHAIRPERSON2.00$0$0$0
ERIC CHRIST
PRESIDENT2.00$0$0$0
DICK COOK
DIRECTOR2.00$0$0$0
BILL LEONARD
DIRECTOR2.00$0$0$0
MICHAEL PRICE
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 Line1BOB WOOSLEYBusinessNameLine1Txt

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
Transaction With Control Ent0TransactionWithControlEntInd
Political Campaign Acty0PoliticalCampaignActyInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESFormAndLineReferenceDesc
ExplanationDESCRIPTION: INSURANCE. AMOUNT: 1,825. DESCRIPTION: SURVEY. AMOUNT: 5,300. DESCRIPTION: MEETING EXPENSES. AMOUNT: 25,844. DESCRIPTION: BANK CHARGES. AMOUNT: 12. DESCRIPTION: GIFTS. AMOUNT: 1,486. DESCRIPTION: PHOTO AND VIDEO. AMOUNT: 600. DESCRIPTION: MERCHANT FEES. AMOUNT: 539. DESCRIPTION: WEB & SOFTWARE FEES. AMOUNT: 134. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 170. DESCRIPTION: EVENT EXPENSES. AMOUNT: 13,061. DESCRIPTION: LICENSES. AMOUNT: 50. DESCRIPTION: TRAVEL. AMOUNT: 189. TOTAL TO FORM 990-EZ, LINE 16: 49,210.ExplanationTxt

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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