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SECURITIES EXPERTS ROUNDTABLE

CHAPEL HILL, North Carolina, 27516

EIN: 20-3248172

Community Improvement, Capacity Building

DEMOGRAPHIC

ADDRESS
C/O PKOETTING 1429 TWISTED OAKS DRI
27516
COUNTY
orange county, NC
IN CARE OF NAME
PATRICIA KOETTING

ORGANIZATIONAL OVERVIEW & RANKINGS

SECURITIES EXPERTS ROUNDTABLE is a based in CHAPEL HILL, NC, focused on Community Improvement, Capacity Building causes , specifically Promotion of Business. Established in March 2006, it operates as an independent corporation and contributions are not tax-deductible .

With total assets of $47,765.00, this ranks 579,720 among 2,656,690 nonprofits nationally (Top 22%), demonstrating significant financial capacity relative to its peers. At the state level, it stands at 14,842 out of 80,207 organizations in NC (Top 19%).

In orange county, NC, the organization ranks 443 out of 1,766 nonprofits by assets (Top 25%), while locally in chapel hill, it stands at 340 among 1,284 organizations (Top 27%).

The organization reported annual revenue of $87,205.00, ranking 415,864 nationally (Top 16%) and 11,943 in NC (Top 15%).

Within its specific NTEE classification (S41 - S: Community Improvement, Capacity Building), which includes 21,510 similar organizations, SECURITIES EXPERTS ROUNDTABLE ranks 6,499 in assets (Top 31%) and 5,682 in revenue (Top 27%).

The organization files a 990 (all other) or 990EZ return and operates on a November fiscal year.

CLASSIFICATION

ORGANIZATION CODE
1: Corporation
DEDUCTIBILITY CODE
2: Contributions are not deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
N/A
NTEE COMMON CODE
S: Community Improvement, Capacity Building
NTEE CODE
S41: Promotion of Business
FOUNDATION CODE
N/A
EXEMPT ORGANIZATION STATUS CODE
N/A

FINANCIALS

TAX PERIOD
12/2023
ACCOUNTING PERIOD
12
INCOME CODE
3: $25,000 to $99,999
INCOME AMOUNT
$87,205.00
FORM 990 REVENUE AMOUNT
$87,205.00
RULING DATE
03/2006
ASSET CODE
3: $25,000 to $99,999
ASSET AMOUNT
$47,765.00
FILING REQUIREMENT CODE
990 (all other) or 990EZ return
PF FILING REQUIREMENT CODE
No 990-PF return

Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.

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