Civic Intelligence

The Philanthropy Roundtable Inc.

990 • Fiscal year 2014 • EIN 13-2943020

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization ProfileWWW.PHILANTHROPYROUNDTABLE.ORG

View Organization Page

1730 M Street NW No 601Washington, DC 20036

(202) 822-8333

Siviq Scores

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

Liabilities / Assets

20th percentile

0.03x

Higher debt load relative to assets than 20% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

14th percentile

0.04x

Higher debt load relative to revenue than 14% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

64th percentile

7.8%

Higher net margin than 64% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$341,474

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

53rd percentile

4.2%

Faster asset growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

35%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$11,276,561

Up $455,131 (+4.2%) from 2013

Net Assets

Up

$10,937,530

Up $410,045 (+3.9%) from 2013

Liabilities

Up

$339,031

Up $45,086 (+15%) from 2013

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin64th percentile

Revenue

Up

$7,742,082

Up $1,999,310 (+35%) from 2013

Expenses

Up

$7,134,888

Up $715,049 (+11%) from 2013

Net Income

Up

$607,194

Up $1,284,261 (+190%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

2014

Assets$11,276,561
Liabilities$339,031
Net Assets$10,937,530
Open 2014 Filing

Operations Trend

Revenue Growth85th percentile

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

2014

Revenue$7,742,082
Expenses$7,134,888
Net Income$607,194
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$10,040,458
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.

To assist donors in achieving their philanthropic intent, and to help donors advance liberty, opportunity, and personal responsibility in america and abroad.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,191,198$7,907,737▲ $716,539
Cash and Non-Interest-Bearing Accounts$672,468$1,264,476▲ $592,008
Pledges and Grants Receivable$1,039,500$1,018,500▼ $21,000
Savings and Temporary Cash Investments$1,763,987$980,777▼ $783,210
Prepaid Expenses and Deferred Charges$110,545$69,664▼ $40,881
Land, Buildings, and Equipment, Net$8,431$6,125▼ $2,306
Accounts Receivable$6,935$916▼ $6,019
Total Assets$10,821,430$11,276,561▲ $455,131
Other Assets Total$28,366$28,366→ $0
Liabilities
Accounts Payable and Accrued Expenses$233,070$293,102▲ $60,032
Other Liabilities$60,875$45,929▼ $14,946
Total Liabilities$293,945$339,031▲ $45,086
Net Assets / Fund Balance
Unrestricted Net Assets$8,837,373$8,794,571▼ $42,802
Temporarily Rstr Net Assets$1,690,112$2,142,959▲ $452,847
Total Net Assets Fund Balance$10,527,485$10,937,530▲ $410,045
Total Liabilities and Net Assets / Fund Balance$10,821,430$11,276,561▲ $455,131

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,125$6,538$12,663
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adam MeyersonPresidentFT$249,500$91,974$341,474
Karl ZinsmeisterVice President of PublicatFT$227,756$65,974$293,730
John Paul De GanceExecutive Vice PresidentFT$226,800$66,924$293,724
Joanne FlorinoSenior Vice President of PFT$208,502$39,879$248,381
Suzanne MarchenaDirector of Finance & HumaFT$113,150$45,460$158,610
Jo KwongDirector of Economic OpporFT$100,500$39,474$139,974

Board Members and Trustees

NameTitle
Mike GrebeChairman
James PieresonVice-chairman
Ana ThompsonBoard Member
Betsy DevosBoard Member
Daniel S PetersBoard Member
Heather HigginsBoard Member
John TylerSecretary
Donn WeinbergTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Urban Swirski & AssociatesProvides Legislative Consulting Services601 13 TH STREET NW, Washington, DC 20005$360,000
Kenny & AssociatesConduct And Provide Market Research On P279 NORSEMAN DRIVE, Cordova, TN 38018$348,000
Revenue and Support

Revenue Composition

Contributions and Grants
$6,849,798
Program Service Revenue
$311,583
Investment Income
$580,503
Other Revenue
$198
All Other Contributions
$6,849,798
Change in Net Assets
$607,194

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,742,082
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-197,149
Total Revenue per Audited Statements
$7,544,933
Total Revenue per Form 990
$7,742,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,797,980
Other Expenses$3,086,908
Total Fundraising Expense$440,965
Grants and Similar Amounts Paid$250,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,646,588$163,440$117,966$1,927,994
Current Officers, Directors, Trustees, and Key Employees$995,556$107,294$74,458$1,177,308
Fees for Services Other$657,309$117,849$4,808$779,966
Conferences and Meetings$500,518$8,728$742$509,988
Occupancy-$442,546-$442,546
Office Expenses$74,418$196,425$136,476$407,319
Travel$404,262$363$1,851$406,476
Other Employee Benefits$264,327$26,357$18,860$309,544
Fees for Services Lobbying$288,000--$288,000
Grants to Domestic Orgs$250,000--$250,000
Pension Plan Contributions$167,145$16,282$11,835$195,262
Payroll Taxes$159,953$16,308$11,611$187,872
Information Technology$47,421$13,271$99$60,791
Fees for Services Legal$503$20,240-$20,743
Fees for Services Accounting-$20,500-$20,500
Insurance-$20,353-$20,353
Advertising$5,512--$5,512
Depreciation Depletion-$2,306-$2,306
Other Expenses$3,864$250$11,573$250
All Other Expenses$513,194$-563,880$50,686-
Total Functional Expenses$6,074,583$619,340$440,965$7,134,888

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,134,888
Total Expenses per Audited Statements$7,134,888
Total Expenses per Form 990$7,134,888
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Huntsman Cancer FoundationSalt Lake City, UT501(c)3THE PHILANTHROPY ROUNDTABLE ADMINISTERS THE WILLIAM E. SIMON PRIZE, WHICH PROVIDES UP TO A $250,000 PRIZE PAYABLE TO THE CHARITY OR CHARITIES OF THE PRIZE RECIPIENT'S CHOICE.$200,000
St Vincent De Paul Soup KitchenSalt Lake City, UT501(c)3THE PHILANTHROPY ROUNDTABLE ADMINISTERS THE WILLIAM E. SIMON PRIZE, WHICH PROVIDES UP TO A $250,000 PRIZE PAYABLE TO THE CHARITY OR CHARITIES OF THE PRIZE RECIPIENT'S CHOICE.$25,000
Ywca UtahSalt Lake City, UT501(c)3THE PHILANTHROPY ROUNDTABLE ADMINISTERS THE WILLIAM E. SIMON PRIZE, WHICH PROVIDES UP TO A $250,000 PRIZE PAYABLE TO THE CHARITY OR CHARITIES OF THE PRIZE RECIPIENT'S CHOICE.$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$45,929
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is prepared by an outside accounting firm. Management reviews the draft return prior to the filing with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“On an annual basis all staff and board members are required to review and sign the organization's conflict of interest policy.”

Form 990, Part VI, Section B, Line 15A

“The finance committee prepares a recommendation for the president's compensation to the full board after reviewing publicly disclosed compensation figures for ceos of comparable organizations. The full board discusses comparability data and deliberates on the decision. A vote of the full board is taken and is documented in the board meeting minutes.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
The Philanthropy Roundtable
EIN
13-2943020
Phone
2028228333
Address
1730 M STREET NW NO 601, WASHINGTON, DC 20036

Signing Officer

Name
Adam Meyerson
Title
President
Phone
2028228333
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam Meyerson
Formed
1978
Legal Domicile
Dc
Voting Board Members
8
Independent Board Members
8
Employees
36
Volunteers
276

Preparer

Firm
Cliftonlarsonallen Llp
Address
4250 N FAIRFAX DRIVE SUITE 1020, ARLINGTON, VA 22203
Preparer
Yung-hee Gallinaro
Phone
5712279500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional fees: program service expenses 511,553. Management and general expenses 117,849. Fundraising expenses 4,808. Total expenses 634,210. Author fees: program service expenses 145,756. Management and general expenses 0. Fundraising expenses 0. Total expenses 145,756.”

FORM 990, PART XII, LINE 2C:

“The oversight process and selection process have not changed.”

Financial Statement Notes

PART X, LINE 2:

“The organization's income tax returns are subject to review and examination by federal and state authorities. The organization is not aware of any activities that would jeopardize its tax-exempt status. The tax returns for the fiscal years ended 2012 through 2014 are open to examination by federal and state authorities.”

Raw XML AppendixShowing 400 of 736 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/ActivityOrMissionDesc0TO ASSIST DONORS IN ACHIEVING THEIR PHILANTHROPIC INTENT, AND TO HELP DONORS ADVANCE LIBERTY, OPPORTUNITY, AND PERSONAL RESPONSIBILITY IN AMERICA AND ABROAD.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8279500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9238800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10237756
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11208502
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12100500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13120650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT OF PUBLICAT
IRS990/Form990PartVIISectionAGrp/TitleTxt11SENIOR VICE PRESIDENT OF P
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF ECONOMIC OPPOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF FINANCE & HUMA
IRS990/Form990ProvidedToGvrnBodyInd00
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0296383
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0250000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0250000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02594759
IRS990/GrossReceiptsAmt010040458
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt099
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt013271
IRS990/InformationTechnologyGrp/ProgramServicesAmt047421
IRS990/InformationTechnologyGrp/TotalAmt060791
IRS990/InsuranceGrp/ManagementAndGeneralAmt020353
IRS990/InsuranceGrp/TotalAmt020353
IRS990/InvestmentIncomeGrp/ExclusionAmt0284120
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0284120
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07191198
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07907737
IRS990/IRPDocumentCnt062
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06538
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08431
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06125
IRS990/LandBldgEquipCostOrOtherBssAmt012663
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02298376
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FOSTER EXCELLENCE IN PHILANTHROPY, TO PROTECT PHILANTHROPIC FREEDOM, TO ASSIST DONORS IN ACHIEVING THEIR PHILANTHROPIC INTENT, AND TO HELP DONORS ADVANCE LIBERTY, OPPORTUNITY AND PERSONAL RESPONSIBILITY IN AMERICA AND ABROAD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010527485
IRS990/NetAssetsOrFundBalancesEOYAmt010937530
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0296383
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0296383
IRS990/NetUnrelatedBusTxblIncmAmt03118
IRS990/NetUnrlzdGainsLossesInvstAmt0-197149
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/ManagementAndGeneralAmt0442546
IRS990/OccupancyGrp/TotalAmt0442546
IRS990/OfficeExpensesGrp/FundraisingAmt0136476
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0196425
IRS990/OfficeExpensesGrp/ProgramServicesAmt074418
IRS990/OfficeExpensesGrp/TotalAmt0407319
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt028366
IRS990/OtherAssetsTotalGrp/EOYAmt028366
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt018860
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026357
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0264327
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0309544
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1STIPENDS AND HONORARIA
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3TAXES
IRS990/OtherExpensesGrp/FundraisingAmt011573
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02625
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18083
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2250
IRS990/OtherExpensesGrp/ProgramServicesAmt042433
IRS990/OtherExpensesGrp/ProgramServicesAmt153580
IRS990/OtherExpensesGrp/ProgramServicesAmt23864
IRS990/OtherExpensesGrp/TotalAmt056631
IRS990/OtherExpensesGrp/TotalAmt153580
IRS990/OtherExpensesGrp/TotalAmt211947
IRS990/OtherExpensesGrp/TotalAmt3250
IRS990/OtherLiabilitiesGrp/BOYAmt060875
IRS990/OtherLiabilitiesGrp/EOYAmt045929
IRS990/OtherRevenueMiscGrp/BusinessCd0541900
IRS990/OtherRevenueMiscGrp/Desc0MISC. INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0198
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0198
IRS990/OtherRevenueTotalAmt0198
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0117966
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0163440
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01646588
IRS990/OtherSalariesAndWagesGrp/TotalAmt01927994
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011611
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016308
IRS990/PayrollTaxesGrp/ProgramServicesAmt0159953
IRS990/PayrollTaxesGrp/TotalAmt0187872
IRS990/PensionPlanContributionsGrp/FundraisingAmt011835
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt016282
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0167145
IRS990/PensionPlanContributionsGrp/TotalAmt0195262
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01039500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01018500
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0110545
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt069664
IRS990/PrincipalOfficerNm0ADAM MEYERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541800
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/Desc1ADVERTISING
IRS990/ProgramServiceRevenueGrp/Desc2PUBLICATION SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0288402
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11769
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0288402
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121412
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21769
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt021412
IRS990/ProgSrvcAccomActy2Grp/Desc0BREAKTHROUGH GROUP MEETINGS AND SERVICES:TO PROVIDE A FORUM FOR DONORS TO DISCUSS BREAKTHROUGH INITIATIVES IN K-12 EDUCATION, AND ECONOMIC OPPORTUNITY, SIMON PRIZE AND OTHER PROGRAM AREAS. OVER 650 DONORS ATTENDED OUR PUBLIC MEETINGS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02722371
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0250000
IRS990/ProgSrvcAccomActy3Grp/Desc0ALLIANCE FOR CHARITABLE REFORM:THE 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0949875
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PHILANTHROPY MAGAZINE AND WEBSITE:TO PRODUCE A MAGAZINE WHICH FOCUSES ON BROAD STRATEGIC QUESTIONS OF PHILANTHROPIC GIVING AND IS DISTRIBUTED TO MORE THAN 6,000 INDIVIDUALS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1OTHER PUBLICATIONS:TO 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. GUIDEBOOKS WERE COMMISSIONED FOR PUBLIC POLICY, CHARTER SCHOOL, WORK, TEACHER AND PRINCIPAL EXCELLENCE, CATHOLIC SCHOOLS, AND THE ALMANAC OF AMERICAN PHILANTHROPY.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2PHILANTHROPIC RELATIONS:TO PROVIDE ONE-ON-ONE CONSULTATION OF GOVERNANCE ISSUES AND BEST PRACTICES IN CHARITABLE GIVING.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0611536
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1445336
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt2584763
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01769
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05105665
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0250000
IRS990/PYInvestmentIncomeAmt0215061
IRS990/PYOtherExpensesAmt02784381
IRS990/PYOtherRevenueAmt07925
IRS990/PYProgramServiceRevenueAmt0414121
IRS990/PYRevenuesLessExpensesAmt0-677067
IRS990/PYSalariesCompEmpBnftPaidAmt03385458
IRS990/PYTotalExpensesAmt06419839
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05742772
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0607194
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0288402
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01763987
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0980777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06849798
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05105665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06211321
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07190865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05735588
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt031093237
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0284120
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0215061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0181094
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0163870
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0131482
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0975627
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01870752
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0198
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt07925
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt012471

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,276,561
Liabilities
$339,031
Net assets
$10,937,530
Revenue
$7,742,082
Expenses
$7,134,888
Net income
$607,194
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