MILLION DOLLAR ROUND TABLE FOUNDATION (EIN 366080766) - Form 990 Financial Analysis & Trantor Score

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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

1959

Legal Domicile

Principal Officer

MICHELE L STAUFF

Phone

8475858943

Tax Period

2024-09-01 to 2025-08-31

MILLION DOLLAR ROUND TABLE FOUNDATION, founded in 1959, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $680K, a strong 21% operating margin.

Mission

THE MDRT FOUNDATION IS THE CHARITABLE ARM OF MILLION DOLLAR ROUND TABLE (MDRT), A GLOBAL ASSOCIATION OF FINANCIAL SERVICES PROFESSIONALS. THE MISSION OF THE MDRT FOUNDATION IS TO INCREASE MEMBER AND INDUSTRY PARTICIPATION AND TO GIVE FUNDS TO WORTHWHILE CHARITABLE ORGANIZATIONS THROUGHOUT THE WORLD.

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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 $1,872,977

Program Service Revenue $0

Investment Income $1,425,805

Other Revenue $15,156

TOTAL REVENUE $3,313,938

Expense Breakdown

Grants Paid $2,132,051

Salaries & Benefits $0

Fundraising Expenses $62,090

Program Expenses $2,180,926

Other Expenses $501,549

TOTAL EXPENSES $2,633,600

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,313,938	$2,879,720	+0.2%
Expenses	$2,633,600	$2,383,412	+0.1%
Net Income	$680,338	$496,308	+0.4%

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

N/A

Volunteers

361

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

$215,822

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALESSANDRO M FORTE FCII CFP	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREW C LORD CLU CHFC	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID C BLAKE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HEATHER LINDSLEY LUTCF RICP	SECRETARY	1.00	Officer Director	$0	$0	$0
TIMOTHY DANIEL CLAIRMONT MSFS LACP	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN R BENTON JR CHFC CLTC	TRUSTEE	0.50	Director	$0	$0	$0
JOHAN FANGGARA CFP	TRUSTEE	0.50	Director	$0	$0	$0
JULIANNE HERTEL CLU CHFC	TRUSTEE	0.50	Director	$0	$0	$0
THIAN LUNG JONG	TRUSTEE	0.50	Director	$0	$0	$0
JENNIFER P MANN MBA CFP	TRUSTEE	0.50	Director	$0	$0	$0
MILIANA MARTEN AEPP	TRUSTEE	0.50	Director	$0	$0	$0
GARY METCALF DIPPFS	TRUSTEE	0.50	Director	$0	$0	$0
DANA MITCHELL CFP CLU	TRUSTEE	0.50	Director	$0	$0	$0
HU MONG MONG SIEM	TRUSTEE	0.50	Director	$0	$0	$0
ADDIE MURDOCK	TRUSTEE	0.50	Director	$0	$0	$0
PARESH B SHAH CFP	TRUSTEE	0.50	Director	$0	$0	$0
ROSS VANDERWOLF CFP	TRUSTEE	0.50	Director	$0	$0	$0
WONG HUI DELIA	TRUSTEE	0.50	Director	$0	$0	$0
CHENG HUANN YEOH CHFC CLU	TRUSTEE	0.50	Director	$0	$0	$0
GREGORY B GAGNE CHFC CHFC	EXECUTIVE COMMITTEE LIASON	0.25	Director	$0	$0	$0
MICHELE L STAUFF CFRE	EXECUTIVE DIRECTOR	40.00	Officer	$0	$43,659	$215,822
KAREN MATTS	MANAGER OF STRATEGIC PARTNERSHIPS	40.00	Highest	$0	$28,080	$142,874

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
2025	$3,313,938	$2,633,600	$38,843,251	$680,338
2024	$2,879,720	$2,383,412	$37,279,866	$496,308
2023	$1,984,618	$2,292,293	$33,715,111	$-307,675
2022	$3,474,556	$2,185,060	$32,121,511	$1,289,496
2021	$4,845,790	$2,120,783	$36,494,105	$2,725,007
2020	$1,891,127	$2,152,860	$31,319,629	$-261,733
2019	$1,930,198	$2,118,613	$29,949,373	$-188,415
2018	$4,212,754	$1,954,454	$29,996,159	$2,258,300

MILLION DOLLAR ROUND TABLE FOUNDATION