Securities Experts Roundtable
Revenue
$94k
year to 31 December 2025
Expenses
$93k
year to 31 December 2025
Total assets
$58k
$4k liabilities
Net assets
$54k
assets less liabilities
Directors and trustees
3
2.1 years on average
Left since last filing
0
no seats appear to have opened
Activity
S41
Community improvement and capacity building
Filings on record
7
latest 2025
Securities Experts Roundtable's network
3 peoplei3 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (3). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
3 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Charles Wranson | Treasurer | 2023 | 3 yrs |
| Jerry Denigris | President-elect | 2025 | 1 yr |
| Patrick Dennis | President | 2025 | 1 yr |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Patrick Dennis | President | 1 | $0 | ||
| Jerry DeNigris | President-elect | 1 | $0 | ||
| Charles WRanson | Treasurer | 1 | $0 | ||
| Keith Loveland | Secy | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Securities Experts Roundtable
- EIN
- 203248172
- Address
- C/O Pkoetting 1429 Twisted Oaks Dri, Chapel Hill, NC, 27516
- State
- North Carolina
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 3 (IRS master file code)
- IRS ruling date
- 1 March 2006
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- Principal officer
- Gordon Yale (Form 990-N, tax year 2018)
Most connected
Longest observed on the filings
≥3years on the filingsCharles Wranson
≥1years on the filingsJerry Denigris
≥1years on the filingsPatrick Dennis
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $58k
- Total liabilities
- $4k
- Net assets or fund balances
- $54k
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $102k | $96k | $6k |
As filed on the IRS Form 990. US dollars.