ROUNDTABLE STRATEGIES (EIN 383623118) - 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

2001

Legal Domicile

Principal Officer

CRAIG PAPPAS

Phone

5173340034

Tax Period

2022-01-01 to 2022-12-31

Mission

TO FACILITATE AND TEACH COLLABORATIVE PLANNING AND PROBLEM-SOLVING THAT PROMOTES INDIVIDUAL AND COMMUNITY WELL-BEING.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $127,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,000

Other Expenses $23,566

TOTAL EXPENSES $150,566

Year-over-Year Comparison

	2022	2021	Change
Revenue	N/A	$1,002,773	-1.0%
Expenses	$150,566	$980,075	-0.8%
Net Income	N/A	$22,698	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENNIS NORDMOE	TRUSTEE	1.00	Director	$0	$0	$0
ANTOINETTE RAHEEM	TRUSTEE (RESIGNED 12/22)	1.00	Director	$0	$0	$0
MARY BEDIKIAN	TRUSTEE	1.00	Director	$0	$0	$0
ROY BURTON	TRUSTEE	1.00	Director	$0	$0	$0
SHERIE DAVIE	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG PAPPAS	TREASURER	1.00	Officer Director	$0	$0	$0
DALE IVERSON	PRESIDENT	1.00	Officer Director	$0	$0	$0

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
2022	No data	$150,566	No data	No data
2021	$1,002,773	$980,075	$151,787	$22,698
2020	$1,463,231	$1,357,459	$159,565	$105,772

ROUNDTABLE STRATEGIES