THE PHILANTHROPY ROUNDTABLE

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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

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 PURSUES A MISSION TO FOSTER EXCELLENCE IN PHILANTHROPY, PROTECT PHILANTHROPIC FREEDOM AND HELP DONORS ADVANCE LIBERTY, OPPORTUNITY AND PERSONAL RESPONSIBILITY.

Program Service Accomplishments

Program 1

Expenses: $2,489,339

PROGRAM AREAS: THE ROUNDTABLE'S PROGRAMMATIC WORK ADVANCES THE VALUES OF LIBERTY, OPPORTUNITY, AND PERSONAL RESPONSIBILITY BY SUPPORTING PHILANTHROPIC DONORS WITH STRATEGIC, OPERATIONAL, AND...

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.

Program 2

Expenses: $4,790,363

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...

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.

Program 3

Expenses: $1,100,822 Revenue: $470,804

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...

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.

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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%)

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

Governance

Voting Members

Independent Members

Employees

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

$703,086

Total Directors

$566,845

Key Employees

$837,033

Highest Compensated

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