THE PHILANTHROPY ROUNDTABLE

EIN: 132943020 501(c)(3) Philanthropy & Grantmaking

WASHINGTON, DC

Total Revenue
$10,968,725
Total Expenses
$10,972,117
Total Assets
$20,395,788
Net Assets
$12,162,230
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1978
Legal Domicile
DE
Principal Officer
CHRISTIE HERRERA
Phone
2028228333
Tax Period
2023-01-01 to 2023-12-31

THE PHILANTHROPY ROUNDTABLE, founded in 1978, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.0M in total revenue in fiscal year 2023.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10,079,683
Program Service Revenue $373,657
Investment Income $381,038
Other Revenue $134,347
TOTAL REVENUE $10,968,725

Expense Breakdown

Grants Paid $200,179
Salaries & Benefits $5,631,723
Fundraising Expenses $1,016,836
Program Expenses $8,380,524
Other Expenses $5,140,215
TOTAL EXPENSES $10,972,117

Year-over-Year Comparison

2023 2022 Change
Revenue $10,968,725 $11,055,810 0.0%
Expenses $10,972,117 $12,354,593 -0.1%
Net Income $-3,392 $-1,298,783 -1.0%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
9
Employees
42
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✓ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$703,086
Total Directors
11
$566,845
Key Employees
3
$837,033
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICHARD GRABER CHAIRMAN 2.00
Officer Director
$0 $0 $0
DAVID STOVER TREASURER 2.00
Officer Director
$0 $0 $0
HEATHER TEMPLETON DILL SECRETARY 1.00
Officer Director
$0 $0 $0
CASON CARTER BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN JACKSON BOARD MEMBER 1.00
Director
$0 $0 $0
FRED KLIPSCH BOARD MEMBER 1.00
Director
$0 $0 $0
VIVEK RAMASWAMY BOARD MEMBER 1.00
Director
$0 $0 $0
HANNA SKANDERA BOARD MEMBER 1.00
Director
$0 $0 $0
AARON MACLEAN BOARD MEMBER 1.00
Director
$0 $0 $0
CHRISTIE HERRERA AS OF 10152023 PRESIDENT & CEO, BOARD MEM 40.00
Officer Director
$351,705 $42,286 $393,991
ELISE WESTHOFF UNTIL 612023 PRESIDENT & CEO, BOARD MEM 40.00
Officer Director
$151,051 $21,803 $172,854
EMANUEL REYES AS OF 652023 DIRECTOR OF FINANCE 40.00
Officer
$116,011 $20,230 $136,241
JESSICA BROWNING SENIOR VICE PRESIDENT 40.00
Key Emp
$282,334 $43,874 $326,208
CHARLES WINDLE JARVIS SENIOR VICE PRESIDENT 40.00
Key Emp
$272,286 $24,247 $296,533
ELIZABETH MCGUIGAN SENIOR VICE PRESIDENT 40.00
Key Emp
$187,300 $26,992 $214,292
JOANNE VOLPE FLORINO MEYERSON DISTINGUISHED FELLOW IN PHIL EXCELLENCE 40.00
Highest
$218,007 $29,150 $247,157
MICAH STEPHEN SAGEBIEL VICE PRESIDENT, PROGRAMS AND SERVICES 40.00
Highest
$193,780 $44,555 $238,335
MALKA GRODEN SENIOR DIRECTOR OF DEVELOPMENT 40.00
Highest
$184,728 $41,194 $225,922
ANN MARIE DWYER DUNN VICE PRESIDENT, STRATEGIC INITIATIVES AND CONTENT 40.00
Highest
$184,455 $33,672 $218,127
RICHARD RODRIGUEZ DIRECTOR OF INFORMATION TECHNOLOGY 40.00
Highest
$162,968 $18,128 $181,096
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $10,968,725 $10,972,117 $20,395,788 $-3,392
2022 $11,055,810 $12,354,593 $15,866,636 $-1,298,783
2021 $10,468,910 $10,423,804 $16,718,572 $45,106
2020 $9,804,880 $8,659,352 $16,091,710 $1,145,528
2019 $9,087,146 $8,260,682 $14,064,355 $826,464
2018 $8,394,762 $8,631,703 $12,348,521 $-236,941
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