Question 1

Is Securities Experts Roundtable a tax-exempt 501(c)(3)?

Accepted Answer

Yes — Securities Experts Roundtable is recognised by the IRS as a 501(c)(6) organisation (EIN 20-3248172). The IRS recognised Securities Experts Roundtable as tax-exempt in March 2006.

Question 2

What is Securities Experts Roundtable's EIN?

Accepted Answer

Securities Experts Roundtable's Employer Identification Number (EIN) is 20-3248172. The EIN was assigned by the IRS in March 2006. Donors and grantmakers use the EIN to verify tax-exempt status with the IRS.

Question 3

What does Securities Experts Roundtable do?

Accepted Answer

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

Question 4

Where is Securities Experts Roundtable located?

Accepted Answer

Securities Experts Roundtable is located at c/o PKoetting 1429 Twisted Oaks Dri, Chapel Hill, NC, 27516.

Question 5

When was Securities Experts Roundtable founded or recognised by the IRS?

Accepted Answer

Securities Experts Roundtable was recognised by the IRS as a tax-exempt organisation in March 2006. The IRS ruling date is the earliest authoritative date available for most US nonprofits.

Question 6

What is Securities Experts Roundtable's annual revenue?

Accepted Answer

On its most recent Form 990 (fiscal year 2025), Securities Experts Roundtable reported $94K in total revenue and $93K in total expenses.

Question 7

Has Securities Experts Roundtable been auto-revoked by the IRS?

Accepted Answer

No — Securities Experts Roundtable (EIN 20-3248172) does not appear on the IRS Auto-Revocation List. Givalgo Discover cross-references the IRS Auto-Revocation List on every profile load; if status changes, this page reflects it.

Question 8

Is Securities Experts Roundtable listed in IRS Publication 78?

Accepted Answer

Givalgo Discover did not find Securities Experts Roundtable in the most recent IRS Publication 78 download. Some tax-exempt organisations (e.g., churches and government instrumentalities) are eligible to receive deductible contributions without appearing in Pub 78 — verify directly with the IRS if uncertain.

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Securities Experts Roundtable

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