Strategic Trusted Advisors Roundtable Inc
Nonprofit profile at a glance
- EIN
- 462290438
- IRS 990-EZ coverage
- 2014–2017
- Forms available
- Form 990-EZ 2017
- Location
- San Diego, CA, USA
- Phone
- 8587036107
- Rating confidence
- Limited
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $62,446
- Expenses
- $61,947
- Assets
- $15,117
- Liabilities
- $1,502
Source: IRS Form 990-EZ. Selected filing: tax year 2017. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- ANNA ROMANSKAYA (PRESIDENT)
- JUDY SUSSER-TRAVIS (EXECUTIVE DIRECTOR)
- SEAN PUCKETT (IMMEDIATE PAST PRESIDENT/ VP)
People named in this filing
- ANNA ROMANSKAYA (PRESIDENT)
- CHRIS WALTERS (OUTREACH & DIVERSITY LIASON)
- MARIE GARBER (EVENTS LIASON)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2017. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide a forum for professional advisors in the san diego business community to build collaborative relationships. Our goal is to provide our members the opportunuity to enhance their business interests through networking, education and business resources so that each member can be more successful and the san diego region more prosperous.
What it reported doing in 2017
Not applicable
Operating model
- Revenue model
- Other-operating. 77% of the money available for current operations came from other operating revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 31
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 0.8%; rating input score 47; 47th percentile among comparable filings
- Total-asset coverage ratio: 0.24; rating input score 18; 18th percentile among comparable filings
- Liabilities to assets ratio: 0.1; rating input score 23; 23rd percentile among comparable filings
- Officer compensation ratio: 35.6%; rating input score 5; 5th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -0.8% per year; rating input score 0; 51st percentile among comparable filings
- Asset growth: -3.4% per year; rating input score 0; 31st percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 4 filing years from 2014 to 2017
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 47/100.
- High — Sustainability: Total-asset coverage ratio scored 18/100.
- High — Sustainability: Officer compensation ratio scored 5/100.
- High — Sustainability: Liabilities to assets ratio scored 23/100.