PALM BEACH 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

1942

Legal Domicile

Principal Officer

HERBERT ROEMMELE

Phone

5618326418

Tax Period

2024-07-01 to 2025-06-30

PALM BEACH ROUND TABLE, founded in 1942, is a small nonprofit in the Public & Societal Benefit sector that reported $201K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $236K exceeded revenue, resulting in a 18% operating deficit.

Mission

ESTABLISH A FORUM FOR CURRENT EVENTS & EDUCATION

Program Service Accomplishments

Program 1

Expenses: $209,889

THE ORGANIZATION HELD MULTIPLE PROGRAMS WHICH INFORMED & EDUCATED THE PUBLIC CONCERNING CURRENT EVENTS. THESE PROGRAMS INCLUDED THOUGHT PROVOKING SPEAKERS DISCUSSING WORLD AFFAIRS, AND SATISFIED THE...

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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 $138,355

Program Service Revenue $58,567

Investment Income $3,582

Other Revenue $0

TOTAL REVENUE $200,504

Expense Breakdown

Grants Paid $0

Salaries & Benefits $111,871

Fundraising Expenses $5,758

Program Expenses $209,889

Other Expenses $123,815

TOTAL EXPENSES $235,686

Year-over-Year Comparison

	2024	2023	Change
Revenue	$200,504	$169,678	+0.2%
Expenses	$235,686	$221,687	+0.1%
Net Income	$-35,182	$-52,009	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HERBERT ROEMMELE	CHAIRPERSON	N/A	Officer Director	$0	$0	$0
PEGGY JOHNSON	PRESIDENT	N/A	Officer Director	$0	$0	$0
DIANA PAXTON	SECRETARY	N/A	Officer Director	$0	$0	$0
ARLETTE GORDON	1ST V.P.	N/A	Officer Director	$0	$0	$0
MARY BRYANT MCCOURT	2ND V.P	N/A	Officer Director	$0	$0	$0
MICHAEL J DIXON	TREASURER	N/A	Officer Director	$0	$0	$0
SUZI GOLDSMITH	ASST. TREAS.	N/A	Officer Director	$0	$0	$0
JEFFREY ALDERTON	VICE CHAIR	N/A	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
2025	$200,504	$235,686	$200,249	$-35,182
2025	$200,504	$235,686	$200,249	$-35,182
2024	$169,678	$221,687	$196,241	$-52,009
2023	$227,271	$222,230	$259,775	$5,041
2022	$192,147	$246,805	$238,970	$-54,658
2021	$131,164	$190,190	$308,310	$-59,026
2020	$200,867	$202,115	$357,092	$-1,248
2019	$167,330	$176,970	$381,920	$-9,640