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Nonprofiteer
← THE PHILANTHROPY ROUNDTABLE INC

Form 990 for tax year 2023

Filed by THE PHILANTHROPY ROUNDTABLE INC.

Totals

Total revenue
$10,968,725
Total expenses
$10,972,117
Contributions and grants received
$10,079,683
Grants paid
$200,179
Program service revenue
$373,657
Investment income
$381,038
Other revenue
$134,347
Total assets, end of year
$20,395,788
Total liabilities, end of year
$8,233,558
Net assets or fund balances, end of year
$12,162,230
Program services expenses (Part IX)
$8,380,524
Management and general expenses
$1,574,757
Fundraising expenses
$1,016,836
Program service expenses (Part III)
$8,380,524

Program services were 76.4% 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

    $10,079,683

  • 2a · Program service revenue: REGISTRATION FEES

    total $373,657 · related or exempt $373,657

  • 3 · Investment income

    total $381,038 · excluded $381,038

  • 6a · Gross rents

    real property $37,200

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $37,200

  • 6d · Net rental income or loss

    total $37,200 · excluded $37,200

  • 7a · Gross sales of assets other than inventory

    securities $160,000

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

    securities $160,000

  • 7c · Gain or loss

    securities $0

  • 11d · All other revenue

    total $97,147 · related or exempt $97,147

  • 11e · Other revenue, total

    $97,147

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $200,179 · program services $200,179

  • 5 · Compensation of officers, directors and key employees

    total $1,540,120 · program services $1,028,102 · management and general $267,833 · fundraising $244,185

  • 7 · Other salaries and wages

    total $3,080,876 · program services $2,056,627 · management and general $535,778 · fundraising $488,471

  • 8 · Pension plan contributions

    total $160,237 · program services $106,965 · management and general $27,867 · fundraising $25,405

  • 9 · Other employee benefits

    total $520,934 · program services $347,747 · management and general $90,593 · fundraising $82,594

  • 10 · Payroll taxes

    total $329,556 · program services $219,994 · management and general $57,311 · fundraising $52,251

  • 11b · Fees: legal

    total $212,836 · program services $176,117 · management and general $36,719

  • 11c · Fees: accounting

    total $189,722 · program services $156,990 · management and general $32,732

  • 11d · Fees: lobbying

    total $967,803 · program services $800,834 · management and general $166,969

  • 11f · Fees: investment management

    total $20,048 · management and general $20,048

  • 11g · Fees: other

    total $770,578 · program services $637,066 · management and general $132,825 · fundraising $687

  • 12 · Advertising and promotion

    total $70,178 · program services $70,178

  • 13 · Office expenses

    total $189,606 · program services $111,073 · management and general $61,979 · fundraising $16,554

  • 14 · Information technology

    total $421,453 · program services $371,787 · management and general $23,096 · fundraising $26,570

  • 16 · Occupancy

    total $783,980 · program services $705,474 · management and general $39,502 · fundraising $39,004

  • 17 · Travel

    total $309,936 · program services $276,666 · management and general $9,821 · fundraising $23,449

  • 19 · Conferences, conventions and meetings

    total $795,662 · program services $791,227 · management and general $3,137 · fundraising $1,298

  • 22 · Depreciation, depletion and amortization

    total $269,148 · program services $242,234 · management and general $13,457 · fundraising $13,457

  • 23 · Insurance

    total $21,792 · program services $208 · management and general $21,408 · fundraising $176

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $64,697 · program services $52,556 · management and general $10,501 · fundraising $1,640

  • 24b · Other expenses: SEMINARS & TRAINING

    total $17,778 · program services $17,778

  • 24e · All other expenses

    total $34,998 · program services $10,722 · management and general $23,181 · fundraising $1,095

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,001,661 · end of year $146,078

  • 2 · Savings and temporary cash investments

    beginning of year $100,574 · end of year $2,043,305

  • 3 · Pledges and grants receivable

    beginning of year $1,587,451 · end of year $1,706,047

  • 4 · Accounts receivable

    beginning of year $14,060 · end of year $7,422

  • 9 · Prepaid expenses and deferred charges

    beginning of year $344,944 · end of year $251,520

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

    $2,985,412

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

    $363,450

  • 10c · Land, buildings and equipment, net

    beginning of year $748,531 · end of year $2,621,962

  • 11 · Investments: publicly traded securities

    beginning of year $8,592,781 · end of year $9,699,616

  • 15 · Other assets

    beginning of year $2,476,634 · end of year $3,919,838

  • 17 · Accounts payable and accrued expenses

    beginning of year $836,084 · end of year $601,510

  • 25 · Other liabilities

    beginning of year $3,241,832 · end of year $7,632,048

  • 27 · Net assets without donor restrictions

    beginning of year $8,338,168 · end of year $9,921,515

  • 28 · Net assets with donor restrictions

    beginning of year $3,450,552 · end of year $2,240,715

Mission and programs · 2023

Mission

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)

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

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

    Expenses $2,489,339 · Grants $200,179

  • PHILANTHROPIC FREEDOM AND PUBLIC POLICY: THE 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 $4,790,363

  • 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 $1,100,822 · Revenue $470,804

As filed on the 2023 return.

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

  • Aaron MacLean

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Christie Herrera As Of 10152023

    PRESIDENT & CEO, BOARD MEM

    Total calculated
    $393,991
    From this org
    $351,705
    From related orgs
    $0
    Other
    $42,286
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,705
    Bonus
    $75,000
    Other
    $0
    Deferred
    $16,768
    Nontaxable benefits
    $25,518
    Filer's total
    $393,991

  • Elise Westhoff Until 612023

    PRESIDENT & CEO, BOARD MEM

    Total calculated
    $172,854
    From this org
    $151,051
    From related orgs
    $0
    Other
    $21,803
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,051
    Bonus
    $0
    Other
    $0
    Deferred
    $9,208
    Nontaxable benefits
    $12,595
    Filer's total
    $172,854

  • Emanuel Reyes As Of 652023

    DIRECTOR OF FINANCE

    Total calculated
    $136,241
    From this org
    $116,011
    From related orgs
    $0
    Other
    $20,230
    Hours/week
    40

  • Jessica Browning

    SENIOR VICE PRESIDENT

    Total calculated
    $326,208
    From this org
    $282,334
    From related orgs
    $0
    Other
    $43,874
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $257,334
    Bonus
    $25,000
    Other
    $0
    Deferred
    $15,719
    Nontaxable benefits
    $28,155
    Filer's total
    $326,208

  • Charles Windle Jarvis

    SENIOR VICE PRESIDENT

    Total calculated
    $296,533
    From this org
    $272,286
    From related orgs
    $0
    Other
    $24,247
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,286
    Bonus
    $23,000
    Other
    $0
    Deferred
    $14,375
    Nontaxable benefits
    $9,872
    Filer's total
    $296,533

  • Elizabeth McGuigan

    SENIOR VICE PRESIDENT

    Total calculated
    $214,292
    From this org
    $187,300
    From related orgs
    $0
    Other
    $26,992
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,300
    Bonus
    $10,000
    Other
    $0
    Deferred
    $10,610
    Nontaxable benefits
    $16,382
    Filer's total
    $214,292

  • Joanne Volpe Florino

    MEYERSON DISTINGUISHED FELLOW IN PHIL EXCELLENCE

    Total calculated
    $247,157
    From this org
    $218,007
    From related orgs
    $0
    Other
    $29,150
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,107
    Bonus
    $51,900
    Other
    $0
    Deferred
    $10,445
    Nontaxable benefits
    $18,705
    Filer's total
    $247,157

  • Micah Stephen Sagebiel

    VICE PRESIDENT, PROGRAMS AND SERVICES

    Total calculated
    $238,335
    From this org
    $193,780
    From related orgs
    $0
    Other
    $44,555
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,780
    Bonus
    $10,000
    Other
    $0
    Deferred
    $11,419
    Nontaxable benefits
    $33,136
    Filer's total
    $238,335

  • Malka Groden

    SENIOR DIRECTOR OF DEVELOPMENT

    Total calculated
    $225,922
    From this org
    $184,728
    From related orgs
    $0
    Other
    $41,194
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,728
    Bonus
    $13,000
    Other
    $0
    Deferred
    $10,802
    Nontaxable benefits
    $30,392
    Filer's total
    $225,922

  • Ann Marie Dwyer Dunn

    VICE PRESIDENT, STRATEGIC INITIATIVES AND CONTENT

    Total calculated
    $218,127
    From this org
    $184,455
    From related orgs
    $0
    Other
    $33,672
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,955
    Bonus
    $11,500
    Other
    $0
    Deferred
    $10,892
    Nontaxable benefits
    $22,780
    Filer's total
    $218,127

  • Richard Rodriguez

    DIRECTOR OF INFORMATION TECHNOLOGY

    Total calculated
    $181,096
    From this org
    $162,968
    From related orgs
    $0
    Other
    $18,128
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,468
    Bonus
    $7,500
    Other
    $0
    Deferred
    $9,318
    Nontaxable benefits
    $8,810
    Filer's total
    $181,096

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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
DURING 2023, CERTAIN EMPLOYEES RECEIVED PERFORMANCE-BASED BONUSES. THESE WERE APPROVED BY MANAGEMENT AND THE BOARD AS APPLICABLE.

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
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202443129349302149

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