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MILLION DOLLAR ROUND TABLE FOUNDATION

EIN 36-6080766 PARK RIDGE, IL

Revenue 2024
$3,313,938
Expenses 2024
$2,633,600

Program services were 82.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
1000
Street
325 W TOUHY AVE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • ALESSANDRO M FORTE FCII CFP

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • ANDREW C LORD CLU CHFC

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • DAVID C BLAKE

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • HEATHER LINDSLEY LUTCF RICP

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY DANIEL CLAIRMONT MSFS LACP

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JOHN R BENTON JR CHFC CLTC

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • JOHAN FANGGARA CFP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • JULIANNE HERTEL CLU CHFC

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • THIAN LUNG JONG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • JENNIFER P MANN MBA CFP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • MILIANA MARTEN AEPP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • GARY METCALF DIPPFS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • DANA MITCHELL CFP CLU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • HU MONG MONG SIEM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ADDIE MURDOCK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • PARESH B SHAH CFP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ROSS VANDERWOLF CFP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • WONG HUI DELIA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • CHENG HUANN YEOH CHFC CLU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • GREGORY B GAGNE CHFC CHFC

    EXECUTIVE COMMITTEE LIASON

    Total calculated
    $0
    Hours/week
    0.25

  • MICHELE L STAUFF CFRE

    EXECUTIVE DIRECTOR

    Total calculated
    $215,822
    From this org
    $0
    From related orgs
    $172,163
    Other
    $43,659
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $167,163 related
    Bonus
    $0 + $5,000 related
    Other
    $0
    Deferred
    $0 + $5,081 related
    Nontaxable benefits
    $0 + $38,578 related
    Filer's total
    $0 + $215,822 related

  • KAREN MATTS

    MANAGER OF STRATEGIC PARTNERSHIPS

    Total calculated
    $142,874
    From this org
    $0
    From related orgs
    $114,794
    Other
    $28,080
    Hours/week
    40

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 — 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $3,313,938
    Expenses
    $2,633,600
    Contributions
    $1,872,977
    Grants paid
    $2,132,051
  • 2023
    Revenue
    $2,879,720
    Expenses
    $2,383,412
    Contributions
    $1,701,856
    Grants paid
    $1,835,968
  • 2022
    Revenue
    $1,984,618
    Expenses
    $2,292,293
    Contributions
    $1,691,704
    Grants paid
    $1,789,828

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.