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Nonprofiteer
← THE PHILANTHROPY ROUNDTABLE INC

Form 990 for tax year 2022

Filed by THE PHILANTHROPY ROUNDTABLE INC.

Totals

Total revenue
$11,055,810
Total expenses
$12,354,593
Contributions and grants received
$10,297,104
Grants paid
$200,158
Program service revenue
$379,295
Investment income
$244,292
Other revenue
$135,119
Total assets, end of year
$15,866,636
Total liabilities, end of year
$4,077,916
Net assets or fund balances, end of year
$11,788,720
Program services expenses (Part IX)
$9,457,504
Management and general expenses
$1,869,601
Fundraising expenses
$1,027,488
Program service expenses (Part III)
$9,457,504

Program services were 76.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $10,297,104

  • 2a · Program service revenue: REGISTRATION FEES

    total $379,295 · related or exempt $379,295

  • 3 · Investment income

    total $396,408 · excluded $396,408

  • 6a · Gross rents

    real property $96,720

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $96,720

  • 6d · Net rental income or loss

    total $96,720 · excluded $96,720

  • 7a · Gross sales of assets other than inventory

    securities $3,307,105

  • 7b · Less cost or other basis and sales expenses

    securities $3,459,221

  • 7c · Gain or loss

    securities -$152,116

  • 7d · Net gain or loss

    total -$152,116 · excluded -$152,116

  • 11d · All other revenue

    total $38,399 · related or exempt $38,399

  • 11e · Other revenue, total

    $38,399

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $200,158 · program services $200,158

  • 5 · Compensation of officers, directors and key employees

    total $914,876 · program services $557,688 · management and general $209,754 · fundraising $147,434

  • 7 · Other salaries and wages

    total $3,630,993 · program services $2,213,371 · management and general $832,484 · fundraising $585,138

  • 8 · Pension plan contributions

    total $181,193 · program services $110,451 · management and general $41,543 · fundraising $29,199

  • 9 · Other employee benefits

    total $474,399 · program services $289,183 · management and general $108,766 · fundraising $76,450

  • 10 · Payroll taxes

    total $311,231 · program services $189,719 · management and general $71,357 · fundraising $50,155

  • 11b · Fees: legal

    total $182,729 · program services $158,238 · management and general $24,491

  • 11c · Fees: accounting

    total $153,665 · management and general $153,665

  • 11d · Fees: lobbying

    total $1,025,399 · program services $887,964 · management and general $137,435

  • 11e · Fees: professional fundraising services

    total $34,476 · fundraising $34,476

  • 11f · Fees: investment management

    total $30,771 · management and general $30,771

  • 11g · Fees: other

    total $1,683,195 · program services $1,590,665 · management and general $92,530

  • 12 · Advertising and promotion

    total $317,470 · program services $316,065 · management and general $1,405

  • 13 · Office expenses

    total $200,065 · program services $185,066 · management and general $7,789 · fundraising $7,210

  • 14 · Information technology

    total $488,684 · program services $441,133 · management and general $21,853 · fundraising $25,698

  • 16 · Occupancy

    total $601,739 · program services $541,565 · management and general $30,087 · fundraising $30,087

  • 17 · Travel

    total $490,678 · program services $436,553 · management and general $26,542 · fundraising $27,583

  • 19 · Conferences, conventions and meetings

    total $933,455 · program services $932,322 · management and general $611 · fundraising $522

  • 22 · Depreciation, depletion and amortization

    total $216,961 · program services $195,265 · management and general $10,848 · fundraising $10,848

  • 23 · Insurance

    total $28,371 · program services $76 · management and general $28,284 · fundraising $11

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $206,437 · program services $191,680 · management and general $14,234 · fundraising $523

  • 24b · Other expenses: SEMINARS & TRAINING

    total $22,198 · program services $19,158 · management and general $2,276 · fundraising $764

  • 24e · All other expenses

    total $25,450 · program services $1,184 · management and general $22,876 · fundraising $1,390

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,162,178 · end of year $2,001,661

  • 2 · Savings and temporary cash investments

    beginning of year $104,776 · end of year $100,574

  • 3 · Pledges and grants receivable

    beginning of year $2,654,759 · end of year $1,587,451

  • 4 · Accounts receivable

    beginning of year $23,696 · end of year $14,060

  • 9 · Prepaid expenses and deferred charges

    beginning of year $150,255 · end of year $344,944

  • 10a · Land, buildings and equipment: cost or other basis

    $1,443,365

  • 10b · Land, buildings and equipment: accumulated depreciation

    $694,834

  • 10c · Land, buildings and equipment, net

    beginning of year $891,582 · end of year $748,531

  • 11 · Investments: publicly traded securities

    beginning of year $11,647,466 · end of year $8,592,781

  • 15 · Other assets

    beginning of year $83,860 · end of year $2,476,634

  • 17 · Accounts payable and accrued expenses

    beginning of year $709,975 · end of year $836,084

  • 18 · Grants payable

    beginning of year $25,000

  • 25 · Other liabilities

    beginning of year $1,011,071 · end of year $3,241,832

  • 27 · Net assets without donor restrictions

    beginning of year $11,246,530 · end of year $8,338,168

  • 28 · Net assets with donor restrictions

    beginning of year $3,725,996 · end of year $3,450,552

Mission and programs · 2022

Mission

THE PHILANTHROPY ROUNDTABLE'S VISION IS TO BUILD AND SUSTAIN A VIBRANT AMERICAN PHILANTHROPIC MOVEMENT THAT STRENGTHENS OUR FREE SOCIETY. TO ACHIEVE THIS VISION, THE PHILANTHROPY ROUNDTABLE PURSUES A MISSION TO FOSTER EXCELLENCE IN PHILANTHROPY, PROTECT PHILANTHROPIC FREEDOM, AND HELP DONORS ADVANCE LIBERTY, OPPORTUNITY, AND PERSONAL RESPONSIBILITY.

Activities or mission (Part I)

THE PHILANTHROPY ROUNDTABLE PURSUES A MISSION TO FOSTER EXCELLENCE IN PHILANTHROPY, PROTECT PHILANTHROPIC FREEDOM, AND HELP DONORS ADVANCE LIBERTY, OPPORTUNITY, AND PERSONAL RESPONSIBILITY.

  • THE ROUNDTABLE'S PROGRAMMATIC WORK ADVANCES THE VALUES OF LIBERTY, OPPORTUNITY, AND PERSONAL RESPONSIBILITY BY SUPPORTING PHILANTHROPIC DONORS WITH STRATEGIC, OPERATIONAL, AND CHARITABLE INVESTMENT DECISIONS. CHARITABLE FOCUS AREAS FOR THE ROUNDTABLE INCLUDE STRENGTHENING AMERICA'S COMMUNITIES, CREATING PATHWAYS TO OPPORTUNITY, AND PROMOTING AMERICA'S FOUNDING PRINCIPLES.

    Expenses $2,677,615 · Grants $200,158

  • ROUNDTABLE'S PUBLIC POLICY WORK ADVANCES PHILANTHROPIC FREEDOM AND PROTECTS THE RIGHTS OF INDIVIDUAL DONORS, PRIVATE FOUNDATIONS, AND OTHER CHARITABLE GIVERS TO GIVE HOW, WHEN, AND WHERE THEY CHOOSE.

    Expenses $5,596,193

  • ANNUAL MEETING: THE ROUNDTABLE'S ANNUAL PREMIER GATHERING FOR HUNDREDS OF PHILANTHROPIC DECISION MAKERS COMMITTED TO STRENGTHENING OUR FREE SOCIETY AND TO EXPLORING, COLLABORATING, AND SOLVING OUR NATION'S GREATEST PROBLEMS THROUGH MEANINGFUL PHILANTHROPY.

    Expenses $1,183,696 · Revenue $417,694

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Richard Graber

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • David Stover

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Heather Templeton Dill

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Cason Carter

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Jackson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Fred Klipsch

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Vivek Ramaswamy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Hanna Skandera

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Tyler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Elise Westhoff

    PRESIDENT & CEO, BOARD MEMBER

    Total calculated
    $446,139
    From this org
    $406,069
    From related orgs
    $0
    Other
    $40,070
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $354,069
    Bonus
    $52,000
    Other
    $0
    Deferred
    $14,423
    Nontaxable benefits
    $25,647
    Filer's total
    $446,139

  • Jenny Kim Until July 15 2022

    VICE PRESIDENT, OPERATIONS & GENERAL COUNSEL

    Total calculated
    $177,597
    From this org
    $163,794
    From related orgs
    $0
    Other
    $13,803
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,794
    Bonus
    $15,000
    Other
    $0
    Deferred
    $8,973
    Nontaxable benefits
    $4,830
    Filer's total
    $177,597

  • Christie Herrera

    VICE PRESIDENT, POLICY & GOVERNMENT AFFAIRS

    Total calculated
    $304,374
    From this org
    $263,518
    From related orgs
    $0
    Other
    $40,856
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,518
    Bonus
    $15,000
    Other
    $0
    Deferred
    $15,150
    Nontaxable benefits
    $25,706
    Filer's total
    $304,374

  • Windle Jarvis

    VICE PRESIDENT, DEVELOPMENT

    Total calculated
    $283,278
    From this org
    $260,284
    From related orgs
    $0
    Other
    $22,994
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,284
    Bonus
    $25,000
    Other
    $0
    Deferred
    $13,513
    Nontaxable benefits
    $9,481
    Filer's total
    $283,278

  • Jessica Browning

    VICE PRESIDENT, CONFERENCES & EVENTS

    Total calculated
    $271,619
    From this org
    $235,294
    From related orgs
    $0
    Other
    $36,325
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,294
    Bonus
    $15,000
    Other
    $0
    Deferred
    $13,200
    Nontaxable benefits
    $23,125
    Filer's total
    $271,619

  • Micah Sagebiel

    VICE PRESIDENT OF PROGRAMS

    Total calculated
    $230,741
    From this org
    $186,612
    From related orgs
    $0
    Other
    $44,129
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,112
    Bonus
    $7,500
    Other
    $0
    Deferred
    $11,100
    Nontaxable benefits
    $33,029
    Filer's total
    $230,741

  • Annie Dunn

    VICE PRESIDENT OF MARKETING & COMMUNICATIONS

    Total calculated
    $207,032
    From this org
    $178,284
    From related orgs
    $0
    Other
    $28,748
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,284
    Bonus
    $10,000
    Other
    $0
    Deferred
    $10,500
    Nontaxable benefits
    $18,248
    Filer's total
    $207,032

  • Joanne Volpe

    MEYERSON DISTINGUISHED FELLOW IN PHIL EXCELLENCE

    Total calculated
    $202,517
    From this org
    $171,043
    From related orgs
    $0
    Other
    $31,474
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,043
    Bonus
    $10,000
    Other
    $0
    Deferred
    $9,660
    Nontaxable benefits
    $21,814
    Filer's total
    $202,517

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
29 June 2023
IRS schema version
2022v5.0
Source object
202331809349301703

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