2023-07-11T10:38:28-05:00 2022-12-31 541487262 MATTHEWS CARTER & BOYCE 12500 FAIR LAKES CIRCLE SUITE 260 FAIRFAX VA 22033 990 2022-01-01 542174467 LEADERSHIP ROUNDTABLE INC LEAD 2026355820 415 MICHIGAN AVENUE NE 275 WASHINGTON DC 200174500 PATRICK MARKEY MANAGING PARTNER 2026355820 2023-07-03 1 PATRICK MARKEY 999009999 1 KATHLEEN M FLAHERTY P00969957 7032183600 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICK MARKEY 415 MICHIGAN AVENUE NE 275 WASHINGTON DC 200174500 4303219 0 X WWW.LEADERSHIPROUNDTABLE.ORG X 2005 DE TO PROMOTE EXCELLENCE AND BEST PRACTICES IN THE MANAGEMENT, FINANCE AND HUMAN RESOURCES OF THE UNITED STATES CATHOLIC CHURCH BY UTILIZING RELEVANT EXPERTISE OF LAY PERSONS, AND TO ENGAGE IN OTHER CHARITABLE, RELIGIOUS AND EDUCATIONAL ACTIVITIES.LEADERSHIP ROUNDTABLE HOLDS THE SEAL OF EXCELLENCE FROM THE STANDARDS FOR EXCELLENCE INSTITUTE. THE SEAL OF EXCELLENCE IS A PEER REVIEWED ACCREDITED RECOGNITION INDICATING THE ORGANIZATION FOLLOWS BEST NONPROFIT MANAGEMENT PRACTICES. 27 26 14 0 0 0 2527430 3581917 597903 721199 1284 103 0 0 3126617 4303219 0 0 0 0 2234166 2421797 25000 125000 451870 628327 927247 2887493 3474044 239124 829175 2055027 2995784 248003 359585 1807024 2636199 TO PROMOTE EXCELLENCE AND BEST PRACTICES IN THE MANAGEMENT, FINANCE AND HUMAN RESOURCES OF THE UNITED STATES CATHOLIC CHURCH BY UTILIZING RELEVANT EXPERTISE OF LAY PERSONS, AND TO ENGAGE IN OTHER CHARITABLE, RELIGIOUS AND EDUCATIONAL ACTIVITIES. 0 0 2774866 721199 LEADERSHIP ROUNDTABLE PROGRAMS - CONVENING EXPERTS IN BEST CHURCH MANAGEMENT PRACTICES TO RESEARCH AND DISSEMINATE FINDINGS; TRAINING LEADERS THROUGH OUR MISSION MANAGEMENT MODEL PROGRAMS; AND DEVELOPING HISPANIC/LATINO LEADERS THROUGH OUR NEWEST INITIATIVE THE LATINO PASTORAL LEADERS INITIATIVE. 2774866 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 28 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X THE ORGANIZATION 2026355820 415 MICHIGAN AVENUE NE 275 WASHINGTON DC 200174500 GEOFFREY T BOISI FOUNDER 1.00 X 0 0 0 MS SUSAN KING BOARD MEMBER 1.00 X 0 0 0 THOMAS J HEALEY BOARD MEMBER 1.00 X 0 0 0 LT GEN RET JAMES M DUBIK BOARD MEMBER 1.00 X 0 0 0 REV J BRYAN HEHIR BOARD MEMBER 1.00 X 0 0 0 PAUL C REILLY BOARD MEMBER 1.00 X 0 0 0 DR GENO FERNANDEZ CO-CHAIR 1.00 X X 0 0 0 REV JOHN J WALL BOARD MEMBER 1.00 X 0 0 0 KEVIN K CARTON BOARD MEMBER 1.00 X 0 0 0 DANIEL DENIHAN BOARD MEMBER 1.00 X 0 0 0 ROBERT GASSER TREASURER 1.00 X X 0 0 0 HON MICHAEL MONTELONGO BOARD MEMBER 1.00 X 0 0 0 JOSEPH REGAN BOARD MEMBER 1.00 X 0 0 0 KENDRA DAVENPORT BOARD MEMBER 1.00 X 0 0 0 BRYAN FGRANE BOARD MEMBER 1.00 X 0 0 0 BRIAN B REYNOLDS BOARD MEMBER 1.00 X 0 0 0 ELIZABETH MCCAUL CO-CHAIR 1.00 X X 0 0 0 REV MICHAEL J GARANZINI SJ BOARD MEMBER 1.00 X 0 0 0 DR KATHLEEN MCCHESNEY SECRETARY 1.00 X X 0 0 0 KEVIN DWYER BOARD MEMBER 1.00 X 0 0 0 FR JOHN BEAL BOARD MEMBER 1.00 X 0 0 0 MR GENE MCQUADE BOARD MEMBER 1.00 X 0 0 0 MR JIM PERRY BOARD MEMBER 1.00 X 0 0 0 PATRICK MARKEY MANAGING PARTNER 40.00 X X 239700 0 42214 BRITISH ROBINSON BOARD MEMBER 1.00 X 0 0 0 MS CHRISTINA LAMAS BOARD MEMBER 1.00 X 0 0 0 SR TERE MAYA CCVI BOARD MEMBER 1.00 X 0 0 0 KERRY A ROBINSON PARTNER 40.00 X 219300 0 23798 MICHAEL BROUGH PARTNER 40.00 X 211703 0 22480 KIMBERLEY SMOLIK PARTNER 40.00 X 219300 0 34828 DEACON PATRICK STOKELY SENIOR PROGRAM MANAGER 40.00 X 143265 0 22016 LISA METCALFE DIRECTOR, SERVICES & PROGR 40.00 X 160000 0 17785 1193268 0 163121 10 0 1 0 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVENUE-5TH FLOOR NEW YORK NY 10022 PROFESSIONAL FUNDRAISING 125000 1 3581917 127310 3581917 PROGRAM SERVICES 900099 719148 719148 PUBLICATIONS 900099 2051 2051 721199 103 103 4303219 721199 0 103 281914 230305 17930 33679 1718396 1403808 109296 205292 169577 138533 10785 20259 119023 97234 7570 14219 132887 108559 8452 15876 1331 705 626 44996 30186 14810 125000 125000 311429 299852 1784 9793 2422 2323 99 52468 38012 12202 2254 97408 78019 4259 15130 38887 1859 37028 283119 282657 462 4318 4318 6437 6437 MEALS, TRAVEL & LODGING 59061 54388 2092 2581 MISCELLANEOUS 25371 8426 9620 7325 3474044 2774866 247308 451870 369867 7232 1364582 791204 185000 2030759 78422 112434 46808 22657 40203 26543 10348 13660 0 17838 2055027 2995784 154123 278598 93880 63631 0 17356 248003 359585 X 466608 -133737 1340416 2769936 1807024 2636199 2055027 2995784 829175 0 X X 0 1 X 1 0 X 2753344 1442099 1517254 2527430 3581917 11822044 2753344 1442099 1517254 2527430 3581917 11822044 5058407 6763637 398 1253 788 191 103 2733 1336 1336 11826113 3591902 0.57190 0.53680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34648 21254 13394 5555 5289 266 13660 OPERATING LEASE - LEASE LIABILITY 17356 17356 X 4303219 0 4303219 0 4303219 3474044 0 3474044 0 3474044 PART X, LINE 2: THE ORGANIZATION HAS DETERMINED THAT IT CURRENTLY DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. IF THIS POSITION CHANGES, THE ORGANIZATION WILL ASSESS THE IMPACT OF ANY SUCH MATTERS ON ITS STATEMENT OF FINANCIAL POSITION AND ITS RESULTS OF OPERATIONS. X 1 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 TO DEVELOP THE ORGANIZATION'S PHILANTHROPIC MESSAGE 0 0 125000 -125000 125000 -125000 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X 0 0 0 0 0 0 0 0 0 PATRICK MARKEY MANAGING PARTNER 239700 0 0 0 0 0 23970 0 18244 0 281914 0 0 0 KIMBERLEY SMOLIK PARTNER 219300 0 0 0 0 0 21930 0 12898 0 254128 0 0 0 KERRY A ROBINSON PARTNER 219300 0 0 0 0 0 21930 0 1868 0 243098 0 0 0 MICHAEL BROUGH PARTNER 211703 0 0 0 0 0 21170 0 1310 0 234183 0 0 0 LISA METCALFE DIRECTOR, SERVICES & PROGR 160000 0 0 0 0 0 16000 0 1785 0 177785 0 0 0 DEACON PATRICK STOKELY SENIOR PROGRAM MANAGER 143265 0 0 0 0 0 14326 0 7690 0 165281 0 0 0 X 3 127310 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS SUB-COMMITTEES THAT MEET REGULARLY AND REPORT TO THE BOARD OF DIRECTORS (THE BOARD). MINUTES FOR THE SUB-COMMITTEE MEETINGS ARE RECORDED. EACH SUB-COMMITTEE THAT REPORTS TO THE BOARD ARE RECORDED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS E-MAILED TO ALL BOARD MEMBERS PRIOR TO THE MEETING CLOSEST TO THE FILING DATE. THE FORM 990 IS ALSO INCLUDED IN THE BOARD PACKET PROVIDED TO ALL BOARD MEMBERS AT THE BOARD MEETING. MEMBERS ARE GIVEN AN OPPORTUNITY TO REVIEW AND COMMENT ON THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS MUST COMPLETE AND FILE A CONFLICT OF INTEREST FORM EACH JUNE. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD. AFFECTED BOARD MEMBERS ARE PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATION AND DECISIONS ON TRANSACTIONS WITH POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 NEW HIRE SALARY RANGES ARE DETERMINED BY CONSIDERATION AND DELIBERATION OF THE MEMBERS OF THE BOARD OF DIRECTORS USING MARKET COMPARISONS AND WAGE SURVEYS. TOTAL COMPENSATION IS REVIEWED ANNUALLY BY THE FINANCE COMMITTEE AND REVIEWED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LEADERSHIP ROUNDTABLE CONSULTING LLC 415 MICHIGAN AVENUE NE 275 WASHINGTON DC 20017 263500705 CONSULTING SERVICES DE N/A