STRATEGIC TRUSTED ADVISORS ROUNDTABLE INC
EIN 46-2290438
What they do
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.
Should I give to this charity?
Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkNo IRS revocation warning appears in this data.
Money report from 2017The report may be old. Ask for a newer one.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders9 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Pay context: The highest compensation shown in this filing is $22,030 for JUDY SUSSER-TRAVIS (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.
Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.
Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
Money in and money out
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
People reported as paid
Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.
See everyone listed on the board or leadership roster (9)
JUDY SUSSER-TRAVISEXECUTIVE DIRECTOR
ANNA ROMANSKAYAPRESIDENT
CHRIS WALTERSOUTREACH & DIVERSITY LIASON
DAVID WALTERSTREASURER
DEANA CARTERMEMBERSHIP LIASON
LEAH SWEARINGENMARKETING LIASON
MARIE GARBEREVENTS LIASON
MERWYN MILLERSPONSORSHIP LIASON
SEAN PUCKETTIMMEDIATE PAST PRESIDENT/ VP
About this charity
- Location
- 3525 DEL MAR HEIGHTS ROAD NO 982, SAN DIEGO, CA 921302122
- County
- San Diego
- In care of
- DAVID WALTERS
- Primary officer
- DAVID WALTERS, TREASURER
How to reach them
Filing and classification
- Latest tax year
- 2017
- Tax period began
- January 1, 2017
- Return type
- 990EZ
- Tax preparer
- LAVINE LOFGREN MORRIS & ENGELBERG LLP