Civic Intelligence

The Philanthropy Roundtable Inc.

990 • Fiscal year 2011 • EIN 13-2943020

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 27, 2012

1730 M Street NW No 60120036
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

86th percentile

22%

Faster asset growth than 86% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$9,845,038

No earlier filing loaded for comparison.

Net Assets

$9,651,105

No earlier filing loaded for comparison.

Liabilities

$193,933

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$5,960,702

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $9,845,038Liabilities 2011: $193,933Net Assets 2011: $9,651,1052011Assets 2012: $10,932,811Liabilities 2012: $285,738Net Assets 2012: $10,647,0732012Assets 2013: $10,821,430Liabilities 2013: $293,945Net Assets 2013: $10,527,4852013Assets 2014: $11,276,561Liabilities 2014: $339,031Net Assets 2014: $10,937,5302014Assets 2015: $11,731,595Liabilities 2015: $632,978Net Assets 2015: $11,098,6172015Assets 2016: $12,757,851Liabilities 2016: $1,587,353Net Assets 2016: $11,170,4982016Assets 2017: $13,424,759Liabilities 2017: $1,836,654Net Assets 2017: $11,588,1052017Assets 2018: $12,348,521Liabilities 2018: $1,450,664Net Assets 2018: $10,897,8572018Assets 2019: $14,064,355Liabilities 2019: $1,450,986Net Assets 2019: $12,613,3692019Assets 2020: $16,091,710Liabilities 2020: $1,648,846Net Assets 2020: $14,442,8642020Assets 2021: $16,718,572Liabilities 2021: $1,746,046Net Assets 2021: $14,972,5262021Assets 2022: $15,866,636Liabilities 2022: $4,077,916Net Assets 2022: $11,788,7202022Assets 2023: $20,395,788Liabilities 2023: $8,233,558Net Assets 2023: $12,162,2302023Assets 2024: $22,477,501Liabilities 2024: $8,070,411Net Assets 2024: $14,407,0902024

Highlighted filing

2011

Assets$9,845,038
Liabilities$193,933
Net Assets$9,651,105

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $5,960,7022011Expenses 2012: $6,109,8172012Revenue 2013: $5,742,772Expenses 2013: $6,419,839Net Income 2013: -$677,0672013Revenue 2014: $7,742,082Expenses 2014: $7,134,888Net Income 2014: $607,1942014Revenue 2015: $9,403,708Expenses 2015: $8,424,670Net Income 2015: $979,0382015Revenue 2016: $8,594,071Expenses 2016: $8,712,374Net Income 2016: -$118,3032016Revenue 2017: $8,819,058Expenses 2017: $8,917,853Net Income 2017: -$98,7952017Revenue 2018: $8,394,762Expenses 2018: $8,631,703Net Income 2018: -$236,9412018Revenue 2019: $9,087,146Expenses 2019: $8,260,682Net Income 2019: $826,4642019Revenue 2020: $9,804,880Expenses 2020: $8,659,352Net Income 2020: $1,145,5282020Revenue 2021: $10,468,910Expenses 2021: $10,423,804Net Income 2021: $45,1062021Revenue 2022: $11,055,810Expenses 2022: $12,354,593Net Income 2022: -$1,298,7832022Revenue 2023: $10,968,725Expenses 2023: $10,972,117Net Income 2023: -$3,3922023Revenue 2024: $12,485,005Expenses 2024: $10,202,952Net Income 2024: $2,282,0532024

Highlighted filing

2011

Revenue-
Expenses$5,960,702
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 27, 2012
Return Version
2011v1.2
Gross Receipts
$7,976,828
Mission and Program Overview

Mission

The philanthropy roundtable's vision is to build and sustain a vibrant american philanthropic movement that strengthens our free society. To achieve this vision, the philanthropy roundtable pursues a mission to foster excellence in philanthropy, protect philanthropic freedom, and help donors advance liberty, opportunity, and personal responsibility.

Major Activities

Activity 2
Breakthrough group meetings and servicesto provide a forum for donors to discuss breatkthrough initiatives in k-12 education, national security and economic opportunity (social issues), simon prize and other program areas. Over 650 donors attended our public meetings.
Activity 3
Alliance for charitable reformthe alliance for charitable reform is a project of the philanthropy roundtable. Its mission is to promote the rights of donors and private foundations to choose how and where to spend their charitable assets and to defend against any initiative that seeks to use the legislative or political process to weaken that right to choose.
Filing and Contact Details

Filer

EIN
13-2943020
Raw XML AppendixShowing 400 of 734 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Activity3/Description0ALLIANCE FOR CHARITABLE REFORMTHE ALLIANCE FOR CHARITABLE REFORM IS A PROJECT OF THE PHILANTHROPY ROUNDTABLE. ITS MISSION IS TO PROMOTE THE RIGHTS OF DONORS AND PRIVATE FOUNDATIONS TO CHOOSE HOW AND WHERE TO SPEND THEIR CHARITABLE ASSETS AND TO DEFEND AGAINST ANY INITIATIVE THAT SEEKS TO USE THE LEGISLATIVE OR POLITICAL PROCESS TO WEAKEN THAT RIGHT TO CHOOSE.
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IRS990/ActivityOther/Description0PHILANTHROPY MAGAZINE AND OTHER COMMUNICATIONSTO PRODUCE A MAGAZINE WHICH FOCUSES ON BROAD STRATEGIC QUESTIONS OF PHILANTHROPIC GIVING AND IS DISTRIBUTED TO MORE THAN 5,000 INDIVIDUALS.
IRS990/ActivityOther/Description1OTHER PUBLICATIONSTO PROVIDE PUBLICATIONS THAT ARE ON TOPICS OF INTEREST WITHIN THE PHILANTHROPIC COMMUNITY. THEY HELP DONORS ACHIEVE PHILANTHROPIC EXCELLENCE, INCLUDING IN-DEPTH EXAMINATION OF THE PRINCIPLES AND PRACTICAL ASPECTS OF INTELLIGENT CHARITABLE GIVING. A GUIDEBOOK WAS COMMISSIONED ON DONOR INTENT.
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IRS990/Description0ANNUAL MEETINGTO FOSTER EXCELLENCE IN PHILANTHROPY THROUGH AN ANNUAL MEETING OF FOUNDATION EXECUTIVES AND INDIVIDUAL PHILANTHROPISTS IN ORDER TO SHARE IDEAS, STRATEGIES, AND BEST PRACTICES. IN 2011, 440 ATTENDEES ATTENDED THE ANNUAL MEETING PARTICIPATING IN 26 SESSIONS ON VARIOUS TOPICS TO BECOME MORE EFFECTIVE PHILANTHROPISTS.
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IRS990/ReconcilationOtherChanges0-90101
IRS990/ReconcilationRevenueExpenses01877074
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/Revenue0443010
IRS990/RevenuesLessExpensesCY01877074
IRS990/RevenuesLessExpensesPriorYear0708069
IRS990/SalariesEtcCurrentYear03031391
IRS990/SalariesEtcPriorYear02562561
IRS990/SavingsAndTempCashInvestments/BOY01789825
IRS990/SavingsAndTempCashInvestments/EOY02008203
IRS990ScheduleA/AmountsSubstContributorsTotal04597939
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear07190865
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year05735588
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years05146358
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years04532134
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years03972362
IRS990ScheduleA/GiftsGrantsContribReceived170/Total026577307
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear0163870
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year0131482
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years016771
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years0142838
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0175930
IRS990ScheduleA/GrossInvestmentIncome170/Total0630891
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc01947566
IRS990ScheduleA/OtherIncome170/CurrentTaxYear07974
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus1Year010924
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus2Years015867
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus3Years048267
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus4Years039635
IRS990ScheduleA/OtherIncome170/Total0122667
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.80420
IRS990ScheduleA/PublicSupportPertcentPriorYear00.82590
IRS990ScheduleA/PublicSupportTotal170021979368
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear07190865
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year05735588
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years05146358
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years04532134
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years03972362
IRS990ScheduleA/Total170/Total026577307
IRS990ScheduleA/TotalSupport027330865
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$8.07$14.4$12.5$10.2$2.28
2023Detailed filing. Detailed filing data is available for this year.$20.4$8.23$12.2$11.0$11.0$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$4.08$11.8$11.1$12.4$1.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$1.75$15.0$10.5$10.4$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$1.65$14.4$9.80$8.66$1.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$1.45$12.6$9.09$8.26$0.83
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$1.45$10.9$8.39$8.63$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$1.84$11.6$8.82$8.92$0.10
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$1.59$11.2$8.59$8.71$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.63$11.1$9.40$8.42$0.98
2014Detailed filing. Detailed filing data is available for this year.$11.3$0.34$10.9$7.74$7.13$0.61
2013Detailed filing. Detailed filing data is available for this year.$10.8$0.29$10.5$5.74$6.42$0.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$0.29$10.6$6.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.85$0.19$9.65$5.96
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)3 • $5M-$10M nonprofits