MILLION DOLLAR ROUND TABLE

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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

1969

Legal Domicile

Principal Officer

STEPHEN P STAHR

Phone

8476926378

Tax Period

2024-01-01 to 2024-12-31

MILLION DOLLAR ROUND TABLE, founded in 1969, is a mid-sized nonprofit that reported $85.3M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

TO BE A VALUED MEMBER-DRIVEN GLOBAL NETWORK OF LEADING INSURANCE AND INVESTMENT FINANCIAL SERVICE PROFESSIONALS WHO SERVE THEIR CLIENTS BY EXEMPLARY PERFORMANCE AND THE HIGHEST STANDARD OF ETHICS, KNOWLEDGE, SERVICE, AND PRODUCTIVITY.

Program Service Accomplishments

Program 1

MDRT HOSTS MEETINGS PROGRAMMED WITH EDUCATIONAL AND MOTIVATIONAL CONTENT DESIGNED TO BENEFIT THE CAREERS OF INSURANCE AND FINANCIAL SERVICES PROFESSIONALS. DURING 2024, THESE MEETINGS WERE ATTENDED...

Program 2

MDRT PUBLISHES A BI-MONTHLY PERIODICAL THAT CONCENTRATES ON TRENDS AND OPPORTUNITIES SPECIFIC TO THE FINANCIAL SERVICES PROFESSION.

Program 3

MDRT PROVIDES DIGITAL CONTENT THAT IS HOUSED ON ITS RESOURCE ZONE. THIS INCLUDES MDRT PODCASTS, VIDEOS, MEETING TRANSCRIPTS, AND THE MDRT BLOG.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $74,675,923

Investment Income $9,996,310

Other Revenue $593,042

TOTAL REVENUE $85,265,275

Expense Breakdown

Grants Paid $13,084,205

Salaries & Benefits $23,454,331

Fundraising Expenses $0

Other Expenses $46,179,394

TOTAL EXPENSES $82,717,930

Year-over-Year Comparison

	2024	2023	Change
Revenue	$85,265,275	$69,970,199	+0.2%
Expenses	$82,717,930	$64,463,660	+0.3%
Net Income	$2,547,345	$5,506,539	-0.5%

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

150

Volunteers

2795

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

$1,549,260

Total Directors

$405,181

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEGGY TSAI	FORMER PAST PRESIDENT	5.00	Officer Director	$61,041	$0	$61,041
AURORA TANCOCK	SECRETARY	5.00	Officer Director	$35,206	$0	$35,206
GREG GAGNE	PAST PRESIDENT	10.00	Officer Director	$88,788	$0	$88,788
CAROL KHENG	PRESIDENT	5.00	Officer Director	$112,308	$0	$112,308
JOHN NICHOLS	1ST VICE PRESIDENT	5.00	Officer Director	$48,914	$0	$48,914
CLAY GILLESPIE	2ND VICE PRESIDENT	5.00	Officer Director	$58,924	$0	$58,924
STEPHEN STAHR	CEO	39.00	Officer	$994,021	$150,058	$1,144,079
BARBARA O'CONNOR	MANAGING DIRECTOR	39.50	Highest	$333,529	$40,084	$373,613
SMRUTI RAJAGOPALAN	SENIOR DIRECTOR, STRATEGY	39.50	Highest	$286,280	$34,691	$320,971
PAMELA BROWN	DIRECTOR OF LEADERSHIP AND	39.50	Highest	$266,080	$32,956	$299,036
LAURA GOOD	SENIOR DIRECTOR, HR	39.50	Highest	$280,909	$22,280	$303,189
JAMES UNANDER	SENIOR DIRECTOR OF IT	39.50	Highest	$257,583	$31,712	$289,295

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	$85,265,275	$82,717,930	$153,169,745	$2,547,345
2023	$69,970,199	$64,463,660	$150,827,969	$5,506,539
2022	$60,723,868	$66,256,825	$136,935,617	$-5,532,957
2022	$61,600,919	$65,994,584	$137,371,099	$-4,393,665
2021	$77,496,799	$53,477,385	$156,791,326	$24,019,414
2020	$46,003,696	$40,541,289	$144,260,991	$5,462,407
2019	$63,188,418	$52,618,358	$127,838,521	$10,570,060
2018	$58,639,188	$44,628,051	$105,354,353	$14,011,137