2024-11-07T12:53:07-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 132943020 THE PHILANTHROPY ROUNDTABLE PHIL 2028228333 1120 20TH STREET NW 400N WASHINGTON DC 20036 CHRISTIE HERRERA PRESIDENT & CEO 2028228333 2024-11-07 1 1 ERIN CRANMER P01712644 2023319880 2024-11-04 2023 2024-10-15 13:58:12Z X CHRISTIE HERRERA 1120 20TH STREET NW 400N WASHINGTON DC 20036 11128725 0 X WWW.PHILANTHROPYROUNDTABLE.ORG X 1978 DE 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. 10 9 42 0 0 0 10297104 10079683 379295 373657 244292 381038 135119 134347 11055810 10968725 200158 200179 0 0 5512692 5631723 34476 0 1016836 6607267 5140215 12354593 10972117 -1298783 -3392 15866636 20395788 4077916 8233558 11788720 12162230 PHILANTHROPY ROUNDTABLE PURSUES A MISSION TO FOSTER EXCELLENCE IN PHILANTHROPY, PROTECT PHILANTHROPIC FREEDOM AND HELP DONORS ADVANCE LIBERTY, OPPORTUNITY AND PERSONAL RESPONSIBILITY. 0 0 2489339 200179 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. 4790363 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. 1100822 470804 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. 8380524 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 42 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AZ CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NY NC NM NV ND OH OK OR PA RI SC TN UT VA WA WI WV X EMANUEL REYES 2028228333 1120 20TH STREET NW SUITE 400N WASHINGTON DC 20036 RICHARD GRABER CHAIRMAN 2.00 X X 0 0 0 DAVID STOVER TREASURER 2.00 X X 0 0 0 HEATHER TEMPLETON DILL SECRETARY 1.00 X X 0 0 0 CASON CARTER BOARD MEMBER 1.00 X 0 0 0 JOHN JACKSON BOARD MEMBER 1.00 X 0 0 0 FRED KLIPSCH BOARD MEMBER 1.00 X 0 0 0 VIVEK RAMASWAMY BOARD MEMBER 1.00 X 0 0 0 HANNA SKANDERA BOARD MEMBER 1.00 X 0 0 0 AARON MACLEAN BOARD MEMBER 1.00 X 0 0 0 CHRISTIE HERRERA AS OF 10152023 PRESIDENT & CEO, BOARD MEM 40.00 X X 351705 0 42286 ELISE WESTHOFF UNTIL 612023 PRESIDENT & CEO, BOARD MEM 40.00 X X 151051 0 21803 EMANUEL REYES AS OF 652023 DIRECTOR OF FINANCE 40.00 X 116011 0 20230 JESSICA BROWNING SENIOR VICE PRESIDENT 40.00 X 282334 0 43874 CHARLES WINDLE JARVIS SENIOR VICE PRESIDENT 40.00 X 272286 0 24247 ELIZABETH MCGUIGAN SENIOR VICE PRESIDENT 40.00 X 187300 0 26992 JOANNE VOLPE FLORINO MEYERSON DISTINGUISHED FELLOW IN PHIL EXCELLENCE 40.00 X 218007 0 29150 MICAH STEPHEN SAGEBIEL VICE PRESIDENT, PROGRAMS AND SERVICES 40.00 X 193780 0 44555 MALKA GRODEN SENIOR DIRECTOR OF DEVELOPMENT 40.00 X 184728 0 41194 ANN MARIE DWYER DUNN VICE PRESIDENT, STRATEGIC INITIATIVES AND CONTENT 40.00 X 184455 0 33672 RICHARD RODRIGUEZ DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 162968 0 18128 2304625 0 346131 20 0 1 0 ROYAL IMPERIAL CONSULTING LLC 672 EAST STONEWALL DRIVE FRONT ROYAL VA 22630 IT CONSULTANT 198550 MILLER & CHEVALIER 990 16TH ST NW WASHINGTON DC 20006 SELF-DEFENSE LOBBYING SERVICES 156250 RUBINO & COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 1200 BETHESDA MD 20817 ACCOUNTING SERVICES 152814 ARTICLE ONE GROUP 6204 INWOOD ST CHEVERLY MD 20785 SELF-DEFENSE LOBBYING SERVICES 146250 MANATT PHELPS & PHILLIPS LLP 2049 CENTURY PARK EAST SUITE 1700 LOS ANGELES CA 90067 SELF-DEFENSE LOBBYING SERVICES 120000 7 10079683 10079683 REGISTRATION FEES 541900 373657 373657 373657 381038 381038 37200 0 37200 37200 37200 160000 160000 0 97147 97147 97147 10968725 470804 0 418238 200179 200179 1540120 1028102 267833 244185 3080876 2056627 535778 488471 160237 106965 27867 25405 520934 347747 90593 82594 329556 219994 57311 52251 212836 176117 36719 189722 156990 32732 967803 800834 166969 20048 20048 770578 637066 132825 687 70178 70178 189606 111073 61979 16554 421453 371787 23096 26570 783980 705474 39502 39004 309936 276666 9821 23449 795662 791227 3137 1298 269148 242234 13457 13457 21792 208 21408 176 DUES & SUBSCRIPTIONS 64697 52556 10501 1640 SEMINARS & TRAINING 17778 17778 34998 10722 23181 1095 10972117 8380524 1574757 1016836 2001661 146078 100574 2043305 1587451 1706047 14060 7422 344944 251520 2985412 363450 748531 2621962 8592781 9699616 2476634 3919838 15866636 20395788 836084 601510 3241832 7632048 4077916 8233558 X 8338168 9921515 3450552 2240715 11788720 12162230 15866636 20395788 X -3392 692568 -315666 X X 0 1 X 1 0 X 8102642 9287883 9761359 10297104 10079683 47528671 8102642 9287883 9761359 10297104 10079683 47528671 3472440 44056231 298512 395229 421663 493128 418238 2026770 53206 10767 379295 470804 914072 50469513 0.87290 0.90780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON REGISTRATION FEES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 9955281 9955281 647764 161941 0 0 559832 627282 716355 647764 2551233 3826850 33000 62097 0 95097 139958 156821 179089 161941 637809 956714 33000 62097 0 95097 2458246 61424 2396822 14608 6898 7710 512558 295128 217430 2621962 SECURITY DEPOSIT 83860 RIGHT-OF-USE ASSET 3835978 3919838 LEASE LIABILITY 7624050 SECURITY DEPOSIT HELD FOR TENANT 7998 7632048 X 11325579 692568 -315666 376902 10948677 20048 20048 10968725 10952069 0 10952069 20048 20048 10972117 PART X, LINE 2: THE ROUNDTABLE FOLLOWS AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN THE ASC TOPIC ON INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR THE UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ROUNDTABLE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS -315,666. PART XI, LINE 2D LOSS ON DISPOSAL OF FIXED ASSETS 0 HOPE INTERNATIONAL 227 GRANITE RUN DRIVE STE 250 LANCASTER PA 17061 232836648 501(C)(3) 100000 0 2023 SIMON-DEVOS PRIZE ACTON INSTITUTE 98 E FULTON ST GRAND RAPIDS MI 49503 382926822 501(C)(3) 100000 0 2023 SIMON-DEVOS PRIZE 2 FORM 990, SCHEDULE I, PART II, LINE 1(A): THIS AWARD IS A PASS-THROUGH OF A PRIZE THAT HAS BEEN VETTED BY ANOTHER CHARITABLE ORGANIZATION; THUS, THE PHILANTHROPY ROUNDTABLE DOES NOT ESTABLISH ELIGIBILITY OR MONITOR THE USE OF FUNDS. X X X 0 0 0 0 0 0 0 1 0 CHRISTIE HERRERA AS OF 10152023 PRESIDENT & CEO, BOARD MEM 276705 0 75000 0 0 0 16768 0 25518 0 393991 0 0 0 JESSICA BROWNING SENIOR VICE PRESIDENT 257334 0 25000 0 0 0 15719 0 28155 0 326208 0 0 0 CHARLES WINDLE JARVIS SENIOR VICE PRESIDENT 249286 0 23000 0 0 0 14375 0 9872 0 296533 0 0 0 JOANNE VOLPE FLORINO MEYERSON DISTINGUISHED FELLOW IN PHI 166107 0 51900 0 0 0 10445 0 18705 0 247157 0 0 0 MICAH STEPHEN SAGEBIEL VICE PRESIDENT, PROGRAMS AND SERVICE 183780 0 10000 0 0 0 11419 0 33136 0 238335 0 0 0 MALKA GRODEN SENIOR DIRECTOR OF DEVELOPMENT 171728 0 13000 0 0 0 10802 0 30392 0 225922 0 0 0 ANN MARIE DWYER DUNN VICE PRESIDENT, STRATEGIC INITIATIVE 172955 0 11500 0 0 0 10892 0 22780 0 218127 0 0 0 ELIZABETH MCGUIGAN SENIOR VICE PRESIDENT 177300 0 10000 0 0 0 10610 0 16382 0 214292 0 0 0 RICHARD RODRIGUEZ DIRECTOR OF INFORMATION TECHNOLOGY 155468 0 7500 0 0 0 9318 0 8810 0 181096 0 0 0 ELISE WESTHOFF UNTIL 612023 PRESIDENT & CEO, BOARD MEM 151051 0 0 0 0 0 9208 0 12595 0 172854 0 0 0 PART I, LINE 7 DURING 2023, CERTAIN EMPLOYEES RECEIVED PERFORMANCE-BASED BONUSES. THESE WERE APPROVED BY MANAGEMENT AND THE BOARD AS APPLICABLE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. MANAGEMENT REVIEWS THE DRAFT RETURN PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE AND PROVIDES A FULL COPY TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS ALL STAFF AND BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE FINANCE COMMITTEE PREPARES A RECOMMENDATION FOR THE PRESIDENT AND CEO'S COMPENSATION TO THE FULL BOARD AFTER REVIEWING PUBLICLY DISCLOSED COMPENSATION FIGURES FOR CEOS OF COMPARABLE ORGANIZATIONS. THE FULL BOARD DISCUSSES COMPARABILITY DATA AND DELIBERATES ON THE DECISION. A VOTE OF THE FULL BOARD IS TAKEN AND IS DOCUMENTED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: LOSS ON DISPOSAL OF FIXED ASSETS -315,666. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.