NonprofitsSecurities Experts Roundtable

Community Improvement & Capacity Building

Securities Experts Roundtable

CHAPEL HILL, NC

Total revenue

$102K

Total expenses

$96K

Net assets

$54K

Grants received

EIN

203248172

Tax year

2024

Mission

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

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$46K
Investment income$2K
Other revenue
Total revenue$102K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$63K
Total expenses$96K
Total assets$56K
Net assets$54K

People

4 listed

NameRoleCompensation

Elizabeth Falk

Director/President

Board

1 hrs/wk

Patrick Dennis

Director-Pres-elect

Board

1 hrs/wk

Charles WRanson

Director/Treasurer

Board

1 hrs/wk

Keith Loveland

Director/Secy

Board

1 hrs/wk

Details

EIN203248172
NTEE codeS41
Subsection06
Ruling date2006-03
SECURITIES EXPERTS ROUNDTABLE — Mission, Financials & Grants Received | Grantivo