2025-11-04T14:00:37-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 132943020 THE PHILANTHROPY ROUNDTABLE PHIL 2028228333 1120 20TH STREET NW 400N WASHINGTON DC 20036 CHRISTIE HERRERA PRESIDENT & CEO 2028228333 2025-11-04 1 1 ERIN CRANMER P01712644 2023319880 2025-11-04 2024 2025-03-06 01:10:19Z CHRISTIE HERRERA 1120 20TH STREET NW 400N WASHINGTON DC 20036 23028231 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. 7 6 42 6 0 0 10079683 11032786 373657 501165 381038 935582 134347 15472 10968725 12485005 200179 200299 0 0 5631723 5921803 0 0 741771 5140215 4080850 10972117 10202952 -3392 2282053 20395788 22477501 8233558 8070411 12162230 14407090 PHILANTHROPY ROUNDTABLE PURSUES A MISSION TO FOSTER EXCELLENCE IN PHILANTHROPY, PROTECT PHILANTHROPIC FREEDOM AND HELP DONORS ADVANCE LIBERTY, OPPORTUNITY AND PERSONAL RESPONSIBILITY. 0 0 2839406 200000 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. 4029955 299 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. 888122 516637 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. 7757483 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 20 0 1 42 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 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 400N WASHINGTON DC 20036 RICHARD GRABER CHAIRMAN 2.00 X X 0 0 0 DAVID STOVER TREASURER 2.00 X X 0 0 0 CASON CARTER BOARD MEMBER 1.00 X 0 0 0 KIM DENNIS BOARD MEMBER 1.00 X 0 0 0 AARON MACLEAN BOARD MEMBER 1.00 X 0 0 0 HANNA SKANDERA SECRETARY 1.00 X X 0 0 0 CHRISTIE HERRERA PRESIDENT & CEO, BOARD MEM 40.00 X X 346194 0 48810 EMANUEL REYES VICE PRESIDENT OF FINANCE 40.00 X 214314 0 42026 JESSICA BROWNING SENIOR VICE PRESIDENT 40.00 X 278664 0 46925 ELIZABETH MCGUIGAN SENIOR VICE PRESIDENT 40.00 X 237580 0 30967 JOANNE VOLPE FLORINO MEYERSON DISTINGUISHED FEL 40.00 X 178511 0 27136 MICAH STEPHEN SAGEBIEL VICE PRESIDENT, PROGRAMS A 40.00 X 196530 0 47225 ANN MARIE DWYER DUNN VICE PRESIDENT, STRATEGIC 40.00 X 184174 0 37584 RICHARD RODRIGUEZ DIRECTOR OF INFORMATION TE 40.00 X 166300 0 20080 COURTNEY SHADEGG SENIOR DIRECTOR OF FEDERAL AFFAIRS 40.00 X 165111 0 21224 1967378 0 321977 19 0 1 0 JEAN MARIE CONSULTING LLC 5000 ELLIS MEADOWS COURT GLEN ALLEN VA 23059 SELF-DEFENSE LOBBYING SERVICES 165000 MILLER & CHEVALIER 900 16TH ST NW WASHINGTON DC 20006 SELF-DEFENSE LOBBYING SERVICES 145636 ARTICLE ONE GROUP 6204 INWOOD ST CHEVERLY MD 20785 SELF-DEFENSE LOBBYING SERVICES 135365 3 11032786 11032786 REGISTRATION FEES 541900 501165 501165 501165 364994 364994 11113814 10543226 570588 570588 570588 15472 15472 15472 12485005 516637 0 935582 200299 200299 1245480 814811 290360 140309 3633102 2376827 846988 409287 164704 107752 38398 18554 548188 358633 127799 61756 330329 216105 77010 37214 176966 156025 20941 66513 58642 7871 745225 657038 88187 41042 41042 604489 528354 70915 5220 78206 78206 114192 93743 16036 4413 273697 246413 13315 13969 496413 446771 24821 24821 368542 343975 19271 5296 662482 662338 144 344663 310197 17233 17233 28271 24639 2057 1575 DUES & SUBSCRIPTIONS 40964 38963 1237 764 39185 37752 217 1216 10202952 7757483 1703698 741771 146078 678373 2043305 6315404 1706047 929339 7422 99771 251520 191679 3012922 708113 2621962 2304809 9699616 8218869 3919838 3739257 20395788 22477501 601510 518295 7632048 7552116 8233558 8070411 X 9921515 12653570 2240715 1753520 12162230 14407090 20395788 22477501 2282053 -37193 0 X X 0 1 X 1 0 X 9287883 9761359 10297104 10079683 11032786 50458815 9287883 9761359 10297104 10079683 11032786 50458815 5138454 45320361 395229 421663 493128 418238 364994 2093252 10767 379295 470804 516637 1377503 53929570 0.84040 0.87290 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 9461181 9461181 623059 155765 0 0 627282 716355 647764 623059 2614460 3921690 62097 62097 156821 179089 161941 155765 653616 980424 62097 62097 2458246 253262 2204984 14608 11767 2841 540068 443084 96984 2304809 SECURITY DEPOSIT 83860 RIGHT-OF-USE ASSET 3655397 3739257 LEASE LIABILITY 7552116 7552116 X 12406770 -37193 -37193 12443963 41042 41042 12485005 10161910 0 10161910 41042 41042 10202952 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, 2024 AND 2023, 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. 0 WESTERN STOCK SHOW ASSOCIATION 4655 HUMBOLDT STREET DENVER CO 80216 840517361 501(C)(3) 100000 0 2024 SIMON-DEVOS PRIZE INTERCESSORS FOR AMERICA 192 N 21ST ST PURCELLVILLE VA 20132 042576811 501(C)(3) 100000 0 2024 SIMON-DEVOS PRIZE 2 0 FORM 990, SCHEDULE I, PART II, LINE 1(A): 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 1 0 CHRISTIE HERRERA PRESIDENT & CEO, BOARD MEM 341194 0 5000 0 0 0 20700 0 28110 0 395004 0 0 0 JESSICA BROWNING SENIOR VICE PRESIDENT 268446 0 10218 0 0 0 16505 0 30420 0 325589 0 0 0 ELIZABETH MCGUIGAN SENIOR VICE PRESIDENT 229795 0 7785 0 0 0 12092 0 18875 0 268547 0 0 0 EMANUEL REYES VICE PRESIDENT OF FINANCE 208781 0 5533 0 0 0 13103 0 28923 0 256340 0 0 0 MICAH STEPHEN SAGEBIEL VICE PRESIDENT, PROGRAMS A 189113 0 7417 0 0 0 11981 0 35244 0 243755 0 0 0 ANN MARIE DWYER DUNN VICE PRESIDENT, STRATEGIC 177158 0 7016 0 0 0 10972 0 26612 0 221758 0 0 0 JOANNE VOLPE FLORINO MEYERSON DISTINGUISHED FEL 174035 0 4476 0 0 0 10329 0 16807 0 205647 0 0 0 RICHARD RODRIGUEZ DIRECTOR OF INFORMATION TE 161617 0 4683 0 0 0 9937 0 10143 0 186380 0 0 0 COURTNEY SHADEGG SENIOR DIRECTOR OF FEDERAL AFFAIRS 160459 0 4652 0 0 0 9630 0 11594 0 186335 0 0 0 PART I, LINE 7 DURING 2024, 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 XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.