2023-06-29T16:08:57-05:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2022-01-01 132943020 THE PHILANTHROPY ROUNDTABLE PHIL 2028228333 1120 20TH STREET NW 550S WASHINGTON DC 20036 CHRISTIE HERRERA INTERIM PRESIDENT & CEO 2028228333 2023-06-29 1 CHRISTIE HERRERA 999009999 0 ERIN CRANMER P01712644 2023319880 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTIE HERRERA 1120 20TH STREET NW 550S WASHINGTON DC 20036 14515031 0 X WWW.PHILANTHROPYROUNDTABLE.ORG X 1978 DE THE PHILANTHROPY ROUNDTABLE PURSUES A MISSION TO FOSTER EXCELLENCE IN PHILANTHROPY, PROTECT PHILANTHROPIC FREEDOM, AND HELP DONORS ADVANCE LIBERTY, OPPORTUNITY, AND PERSONAL RESPONSIBILITY. 10 9 46 0 0 0 9761359 10297104 285888 379295 334521 244292 87142 135119 10468910 11055810 225000 200158 0 0 5399065 5512692 81288 34476 1027488 4718451 6607267 10423804 12354593 45106 -1298783 16718572 15866636 1746046 4077916 14972526 11788720 X 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. 0 1 2677615 200158 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. 5596193 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. 1183696 417694 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. 9457504 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 58 0 1 46 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 1 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 JESSICA BROWNING 2022620276 1120 20TH STREET NW SUITE 550S 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 JOHN TYLER BOARD MEMBER 1.00 X 0 0 0 ELISE WESTHOFF PRESIDENT & CEO, BOARD MEMBER 40.00 X X 406069 0 40070 JENNY KIM UNTIL JULY 15 2022 VICE PRESIDENT, OPERATIONS & GENERAL COUNSEL 40.00 X 163794 0 13803 CHRISTIE HERRERA VICE PRESIDENT, POLICY & GOVERNMENT AFFAIRS 40.00 X 263518 0 40856 WINDLE JARVIS VICE PRESIDENT, DEVELOPMENT 40.00 X 260284 0 22994 JESSICA BROWNING VICE PRESIDENT, CONFERENCES & EVENTS 40.00 X 235294 0 36325 MICAH SAGEBIEL VICE PRESIDENT OF PROGRAMS 40.00 X 186612 0 44129 ANNIE DUNN VICE PRESIDENT OF MARKETING & COMMUNICATIONS 40.00 X 178284 0 28748 JOANNE VOLPE MEYERSON DISTINGUISHED FELLOW IN PHIL EXCELLENCE 40.00 X 171043 0 31474 1864898 0 258399 16 0 1 0 IRON LIGHT INC 190 S LASALLE STREET 1500 CHICAGO IL 60603 MARKETING/COMMUNICATIONS SERVICES 295628 JEAN MARIE CONSULTING LLC 5000 ELLIS MEADOWS COURT GLEN ALLEN VA 23059 SELF DEFENSE LOBBYING & EDUCATION 198235 ROYAL IMPERIAL CONSULTING LLC 672 EAST STONEWALL DRIVE FRONT ROYAL VA 22630 IT CONSULTANT 149485 ARTICLE ONE GROUP 6204 INWOOD ST CHEVERLY MD 20785 SELF DEFENSE LOBBYING & EDUCATION 135983 RUBINO & COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 1200 BETHESDA MD 20817 ACCOUNTING SERVICES 119500 7 10297104 10297104 REGISTRATION FEES 541900 379295 379295 379295 396408 396408 96720 0 96720 96720 96720 3307105 3459221 -152116 -152116 -152116 38399 38399 38399 11055810 417694 0 341012 X 200158 200158 914876 557688 209754 147434 3630993 2213371 832484 585138 181193 110451 41543 29199 474399 289183 108766 76450 311231 189719 71357 50155 182729 158238 24491 153665 153665 1025399 887964 137435 34476 34476 30771 30771 1683195 1590665 92530 317470 316065 1405 200065 185066 7789 7210 488684 441133 21853 25698 601739 541565 30087 30087 490678 436553 26542 27583 933455 932322 611 522 216961 195265 10848 10848 28371 76 28284 11 DUES & SUBSCRIPTIONS 206437 191680 14234 523 SEMINARS & TRAINING 22198 19158 2276 764 25450 1184 22876 1390 12354593 9457504 1869601 1027488 1162178 2001661 104776 100574 2654759 1587451 23696 14060 150255 344944 1443365 694834 891582 748531 11647466 8592781 83860 2476634 16718572 15866636 709975 836084 25000 1011071 3241832 1746046 4077916 X 11246530 8338168 3725996 3450552 14972526 11788720 16718572 15866636 -1298783 -1885023 0 X X 0 1 X 1 0 X 7558075 8102642 9287883 9761359 10297104 45007063 7558075 8102642 9287883 9761359 10297104 45007063 1975515 43031548 294459 298512 395229 421663 493128 1902991 46509 53206 10767 379295 489777 47399831 0.90780 0.88780 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 11327105 11327105 716355 179089 0 0 550807 559832 627282 716355 2454276 3681414 33000 33000 62097 0 128097 137702 139958 156821 179089 613570 920355 33000 33000 62097 0 128097 903535 532970 370565 27272 14692 12580 512558 147172 365386 748531 SECURITY DEPOSIT 83860 RIGHT-OF-USE ASSET 2392774 2476634 LEASE LIABILITY 3233834 SECURITY DEPOSIT HELD FOR TENANT 7998 3241832 X 9140016 -1885023 -1885023 11025039 30771 30771 11055810 12323822 0 12323822 30771 30771 12354593 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, 2022 AND 2021, 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. X 1 AMERICAN PHILANTHROPIC 119 N HIGH STREET WEST CHESTER PA 19380 FUNDRAISING CONSULTANT 0 0 44450 -44450 44450 -44450 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NY NC ND OH OK OR PA RI SC TN UT VA WA 0 FOUNDATION FOR EXCELLENCE IN EDUCATION INC 215 SOUTH MONROE STREET STE 420 TALLAHASSEE FL 32301 260615175 501(C)(3) 200000 0 2022 SIMON-DEVOS PRIZE 1 0 PART I, LINE 2: THIS AWARD IS A PASS-THROUGH OF A PRIZE THAT HAS BEEN VETTED BY ANOTHER ORGANIZATION; THUS PHILANTHROPY ROUNDTABLE DOES NOT ESTABLISH ELIGIBILITY OR MONITOR USE OF FUNDS. X X X 0 0 0 0 0 0 0 0 0 ELISE WESTHOFF PRESIDENT & CEO, BOARD MEMBER 354069 0 52000 0 0 0 14423 0 25647 0 446139 0 0 0 CHRISTIE HERRERA VICE PRESIDENT, POLICY & GOVERNMENT 248518 0 15000 0 0 0 15150 0 25706 0 304374 0 0 0 WINDLE JARVIS VICE PRESIDENT, DEVELOPMENT 235284 0 25000 0 0 0 13513 0 9481 0 283278 0 0 0 JESSICA BROWNING VICE PRESIDENT, CONFERENCES & EVENTS 220294 0 15000 0 0 0 13200 0 23125 0 271619 0 0 0 MICAH SAGEBIEL VICE PRESIDENT OF PROGRAMS 179112 0 7500 0 0 0 11100 0 33029 0 230741 0 0 0 ANNIE DUNN VICE PRESIDENT OF MARKETING & COMMUN 168284 0 10000 0 0 0 10500 0 18248 0 207032 0 0 0 JOANNE VOLPE MEYERSON DISTINGUISHED FELLOW IN PHI 161043 0 10000 0 0 0 9660 0 21814 0 202517 0 0 0 JENNY KIM UNTIL JULY 15 2022 VICE PRESIDENT, OPERATIONS & GENERAL 148794 0 15000 0 0 0 8973 0 4830 0 177597 0 0 0 FORM 990, PART III, LINE 3 PHILANTHROPY ROUNDTABLE ADDED TWO NEW PROJECTS: TRUE DIVERSITY AND DOERS2DONORS. FORM 990, PART VI, SECTION A, LINE 4 DURING 2022, THE ORGANIZATION FILED DISSOLUTION IN NEW YORK AND SIMULTANEOUSLY INCORPORATED IN DELAWARE. 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. THE PRESIDENT AND CEO'S COMPENSATION WAS MOST RECENTLY DETERMINED WHEN HIRED. 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 IX, LINE 11G CONSULTING AND RESEARCH FEES: PROGRAM SERVICE EXPENSES 1,590,665. MANAGEMENT AND GENERAL EXPENSES 92,530. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,683,195. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.