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Public nonprofit record

SECURITIES EXPERTS ROUNDTABLE

EIN 20-3248172 · Chambers of Commerce & Business Leagues (S41)

What they do

SER Provides Continuing Education and Promotes Ethics and Integrity Among Its Members While Remaining Dispute Neutral As An Organization

Money

Financial picture

Tax year 2025
Revenue$93,677
Expenses$93,140
Assets$54,492
Income$93,677

About this charity

Recognized since
January 2006
Location
c/o PKoetting 1429 Twisted Oaks Dri, Chapel Hill, NC 27516
County
Orange
In care of
Patricia Koetting
Primary officer
Patricia Koetting, Executive Director

How to reach them

Phone9199679040

Filing and classification

Latest tax year
2025
Tax period began
January 1, 2025
Return type
990EZ
Tax preparer
ARTHUR M AGULNEK CPA
NTEE classification
Chambers of Commerce & Business Leagues (S41)
IRS tax category
Chambers of Commerce & Business Leagues
More public IRS record details

These are classification codes from the organization’s public nonprofit record.

Subsection
06
Affiliation
3
Classification
2000
Deductibility
2
Organization
1

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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