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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 20-3248172

SECURITIES EXPERTS ROUNDTABLE

Tax-exempt · CHAPEL HILL, NC 27516

Financials

$87K$92K2023$102K$96K2024$94K$93K2025
Revenue Expenses · by fiscal year end
Financials of SECURITIES EXPERTS ROUNDTABLE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$93,677$93,140$537$58,326$3,834$54,492
December 31, 2024990-EZ$101,929$95,739$6,190$56,275$2,320$53,955
December 31, 2023990-EZ$87,205$92,015-$4,810$47,765–$47,765
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Membership dues
$40,950
Program service revenue
$50,745
Investment income
$1,982

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$33,751
Other expenses
$59,389

Balance sheet and other

Total assets, start of year
$56,275
Total assets, end of year
$58,326
Total liabilities, end of year
$3,834
Net assets, end of year
$54,492
Cash, savings and investments
$48,326
Gross receipts
$93,677

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Patrick DennisPresident1$0
Jerry DeNigrisPresident-elect1$0
Charles WRansonTreasurer1$0
Keith LovelandSecy1$0
990-EZ for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Elizabeth FalkDirector/President1$0
Patrick DennisDirector-Pres-elect1$0
Charles WRansonDirector/Treasurer1$0
Keith LovelandDirector/Secy1$0
990-EZ for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Robert E GrahamDirector/President1$0
Elizabeth FalkDirector-Pres-elect1$0
Charles WRansonDirector/Treasurer1$0
Geraldine Genco DubeDirector/Secy1$0

Address and contacts

Address (IRS master file)
C/O PKOETTING 1429 TWISTED OAKS DRI, CHAPEL HILL, NC 27516-0000
In care of
% PATRICIA KOETTING
Mailing address (990-N for 2018)
1429 Twisted Oak Drive, Chapel Hill NC 27516
Principal officer (990-N for 2018)
Gordon Yale, 725 Newport Street, Denver CO 80220
Signed the 990-EZ
Patricia Koetting, Executive Director
Phone
(919) 967-9040
Return prepared by
Arthur M Agulnek CPA

Mission

SER provides continuing education and promotes ethics and integrity among its members while remaining dispute neutral as an organization

990-EZ for the year ended December 31, 2025

Program accomplishments

  • Annual membership includes profile listing on website,accessto email of members,mentoring, library,newsletters.
  • Annual conference includes members and outside speakers on subjects relevant to our mission

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for SECURITIES EXPERTS ROUNDTABLE

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
20-3248172
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2006
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$58,326
Income (IRS master file)
$93,677

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$93,677$93,140$58,326XML
990-EZDecember 2024$101,929$95,739$56,275XML
990-EZDecember 2023$87,205$92,015$47,765XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-N for 2018
Officer: Gordon Yale
December 31, 2018≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3248172).

Questions about SECURITIES EXPERTS ROUNDTABLE

What is the EIN of SECURITIES EXPERTS ROUNDTABLE?
The employer identification number (EIN) of SECURITIES EXPERTS ROUNDTABLE is 20-3248172.
Is SECURITIES EXPERTS ROUNDTABLE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2006.
Are donations to SECURITIES EXPERTS ROUNDTABLE tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SECURITIES EXPERTS ROUNDTABLE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SECURITIES EXPERTS ROUNDTABLE due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SECURITIES EXPERTS ROUNDTABLE last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who is the principal officer of SECURITIES EXPERTS ROUNDTABLE?
The 990-N for 2018 names Gordon Yale.
Who are the officers and directors of SECURITIES EXPERTS ROUNDTABLE?
The 990-EZ for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does SECURITIES EXPERTS ROUNDTABLE have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $93,677, expenses of $93,140 and total assets of $58,326 at year end.

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