Civic Intelligence

Million Dollar Round Table Foundation

990 • Fiscal year 2023 • EIN 36-6080766

Sep 01, 2022 to Aug 31, 2023 • Filed on May 23, 2024

Refreshing map…

325 W Touhy AvenuePark Ridge, IL 60068

(847) 692-6378

Siviq Scores

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

Liabilities / Assets

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.09x

Higher debt load relative to revenue than 21% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

15th percentile

-16%

Higher net margin than 15% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$190,899

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

45th percentile

5.0%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-43%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Up

$33,715,111

Up $1,593,600 (+5.0%) from 2022

Net Assets

Up

$33,530,740

Up $1,520,626 (+4.8%) from 2022

Liabilities

Up

$184,371

Up $72,974 (+66%) from 2022

Revenue

Down

$1,984,618

Down $1,489,938 (-43%) from 2022

Expenses

Up

$2,292,293

Up $107,233 (+4.9%) from 2022

Net Income

Down

-$307,675

Down $1,597,171 (-124%) from 2022

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2012: $21,288,352Liabilities 2012: $79,811Net Assets 2012: $21,208,5412012Assets 2014: $26,942,203Liabilities 2014: $146,446Net Assets 2014: $26,795,7572014Assets 2015: $24,983,501Liabilities 2015: $68,556Net Assets 2015: $24,914,9452015Assets 2016: $26,237,361Liabilities 2016: $54,282Net Assets 2016: $26,183,0792016Assets 2017: $28,546,337Liabilities 2017: $11,442Net Assets 2017: $28,534,8952017Assets 2018: $29,996,159Liabilities 2018: $52,004Net Assets 2018: $29,944,1552018Assets 2019: $29,949,373Liabilities 2019: $35,892Net Assets 2019: $29,913,4812019Assets 2020: $31,319,629Liabilities 2020: $65,855Net Assets 2020: $31,253,7742020Assets 2021: $36,494,105Liabilities 2021: $133,086Net Assets 2021: $36,361,0192021Assets 2022: $32,121,511Liabilities 2022: $111,397Net Assets 2022: $32,010,1142022Assets 2023: $33,715,111Liabilities 2023: $184,371Net Assets 2023: $33,530,7402023Assets 2025: $38,843,251Liabilities 2025: $39,172Net Assets 2025: $38,804,0792025

Highlighted filing

2023

Assets$33,715,111
Liabilities$184,371
Net Assets$33,530,740

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $1,400,0222012Revenue 2014: $2,684,851Expenses 2014: $1,664,015Net Income 2014: $1,020,8362014Revenue 2015: $2,660,225Expenses 2015: $1,828,752Net Income 2015: $831,4732015Revenue 2016: $2,810,230Expenses 2016: $1,815,870Net Income 2016: $994,3602016Revenue 2017: $2,885,618Expenses 2017: $1,862,000Net Income 2017: $1,023,6182017Revenue 2018: $4,212,754Expenses 2018: $1,954,454Net Income 2018: $2,258,3002018Revenue 2019: $1,930,198Expenses 2019: $2,118,613Net Income 2019: -$188,4152019Revenue 2020: $1,891,127Expenses 2020: $2,152,860Net Income 2020: -$261,7332020Revenue 2021: $4,845,790Expenses 2021: $2,120,783Net Income 2021: $2,725,0072021Revenue 2022: $3,474,556Expenses 2022: $2,185,060Net Income 2022: $1,289,4962022Revenue 2023: $1,984,618Expenses 2023: $2,292,293Net Income 2023: -$307,6752023Revenue 2025: $3,313,938Expenses 2025: $2,633,600Net Income 2025: $680,3382025

Highlighted filing

2023

Revenue$1,984,618
Expenses$2,292,293
Net Income-$307,675
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
May 23, 2024
Return Version
2022v5.0
Gross Receipts
$13,314,607
Mission and Program Overview

Mission

The mdrt foundation gives to charitable organizations worldwide, demonstrating the generosity, service, and impact of mdrt members.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,269,127$23,139,484▲ $1,870,357
Investments Other Securities$4,413,264$3,805,805▼ $607,459
Savings and Temporary Cash Investments$1,224,678$1,982,602▲ $757,924
Cash and Non-Interest-Bearing Accounts$990,409$284,363▼ $706,046
Accounts Receivable$43,373$38,826▼ $4,547
Land, Buildings, and Equipment, Net$0$37,606▲ $37,606
Total Assets$32,121,511$33,715,111▲ $1,593,600
Other Assets Total$4,180,660$4,426,425▲ $245,765
Liabilities
Accounts Payable and Accrued Expenses$111,397$184,371▲ $72,974
Total Liabilities$111,397$184,371▲ $72,974
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$31,910,114$33,480,740▲ $1,570,626
Net Assets With Donor Restrictions$100,000$50,000▼ $50,000
Total Net Assets Fund Balance$32,010,114$33,530,740▲ $1,520,626
Total Liabilities and Net Assets / Fund Balance$32,121,511$33,715,111▲ $1,593,600

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$37,606$190,727$228,333
Other Assets Org$4,426,425--
Other Securities$3,805,805--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$26,085,430$65,797▲ $1,687,783-$27,183,375
2021$31,135,251$130,345▼ $4,540,443-$26,085,430
2020$26,655,454$58,923▲ $5,012,916-$31,135,251
2019$24,874,648$460,340▲ $1,887,471-$26,655,454
2018$24,940,236$200,000▲ $278,908-$24,874,648
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$1,691,704
Program Service Revenue
$0
Investment Income
$283,578
Other Revenue
$9,336
All Other Contributions
$1,377,174
Change in Net Assets
$-307,675

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,879,921
Revenue Not Reported on Financial Statements
$104,697
Revenue Not Reported on Form 990
$3,116,771
Total Revenue per Audited Statements
$4,996,692
Total Revenue per Form 990
$1,984,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,789,828
Other Expenses$502,465
Total Fundraising Expense$130,952
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,362,970--$1,362,970
Foreign Grants$426,858--$426,858
Conferences and Meetings-$105,798$29,375$135,173
Fees for Service Investment Mgmnt Fees-$104,697-$104,697
Fees for Services Management$20,000$20,000$60,000$100,000
Office Expenses-$12,064$20,924$32,988
Fees for Services Other-$26,708-$26,708
Information Technology-$25,219-$25,219
All Other Expenses-$21,531-$21,531
Other Expenses$17,029$18,467$13,681$13,681
Advertising--$4,583$4,583
Depreciation Depletion--$2,389$2,389
Total Functional Expenses$1,826,857$334,484$130,952$2,292,293

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,476,066
Total Expenses per Form 990$2,292,293
Expenses per Audited Statements$2,187,596
Expenses Not Reported on Form 990$1,288,470
Expenses Not Reported on Financial Statements$104,697
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
All Hands and HeartsMattapoisett, MA501(c)(3)Social Service$159,677
Days for GirlsMount Vernon, WA501(c)(3)Social Service$60,417
Oregon State University FoundationCorvallis, OR501(c)(3)Social Service$55,000
Encompass Early Education and CareGreen Bay, WI501(c)(3)Social Service$50,000
Worldwide Education Fund of Thedallas FoundationDallas, TX501(c)(3)Social Service$50,000
Life HappensChattanooga, TN501(c)(3)Social Service$25,000
Soaring Spirits InternationalSimi Valley, CA501(c)(3)Social Service$25,000
The Exodus Road IncColorado Springs, CO501(c)(3)Social Service$25,000
Youth Homes IncConcord, CA501(c)(3)Social Service$15,000
ALEX'S TEAM FOUNDATIONBoston, MA501(c)(3)Social Service$10,000
American Kennel Club Canine Healthfoundation Inc (akc)Raleigh, NC501(c)(3)Social Service$10,000
Asociacion Emergenciaayacucho IncMiami, FL501(c)(3)Social Service$10,000
BRADY'S SMILEFairfield, CT501(c)(3)Social Service$10,000
Big Shoulders FundChicago, IL501(c)(3)Social Service$10,000
Casey Cares Foundation IncColumbia, MD501(c)(3)Social Service$10,000
Cures Within ReachChicago, IL501(c)(3)Social Service$10,000
Everychild IncAustin, TX501(c)(3)Social Service$10,000
Global Dental ReliefDenver, CO501(c)(3)Social Service$10,000
Headstrong FoundationHolmes, PA501(c)(3)Social Service$10,000
High Sierra Animal Rescue IncPortola, CA501(c)(3)Social Service$10,000
Homes for VeteransHarrington Pk, NJ501(c)(3)Social Service$10,000
Ideal Candidate NfpPark Forest, IL501(c)(3)Social Service$10,000
Love Without Boundaries FoundationSaint Petersburg, FL501(c)(3)Social Service$10,000
National Braille PressBoston, MA501(c)(3)Social Service$10,000
Nikolas Ritschel FoundationRockford, IL501(c)(3)Social Service$10,000
Pat Tillman FoundationChicago, IL501(c)(3)Social Service$10,000
Pittsburgh Green Innovators Inc Dba Laplante FoundationPittsburgh, PA501(c)(3)Social Service$10,000
Second Harvest Food Bank of East TennesseeMaryville, TN501(c)(3)Social Service$10,000
Shadow Buddies FoundationLenexa, KS501(c)(3)Social Service$10,000
Smoky Mountain Service DogsLoudon, TN501(c)(3)Social Service$10,000
Soles4soulsOld Hickory, TN501(c)(3)Social Service$10,000
Steven M Gootter FoundationTucson, AZ501(c)(3)Social Service$10,000
Surge for WaterChicago, IL501(c)(3)Social Service$10,000
The Highground Veterans Memorial ParkNeillsville, WI501(c)(3)Social Service$10,000
The Leigh Leckerman FoundationFeasterville, PA501(c)(3)Social Service$10,000
University of Tennessee Foundationinc (cait)Knoxville, TN501(c)(3)Social Service$10,000
Wapakoneta Family YmcaWapakoneta, OH501(c)(3)Social Service$10,000
World Cataract FoundationMemphis, TN501(c)(3)Social Service$10,000
Directions for Youth & FamiliesColumbus, OH501(c)(3)Social Service$7,500
Knickers for New LifeAsheville, NC501(c)(3)Social Service$6,000
Sparrow FoundationLansing, MI501(c)(3)Social Service$5,626

International Summary

Offices
0
Employees
0
Spending
$3,087,262

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Investments in Hedge FundsInvestments in Hedge Funds00$2,660,404
East Asia and the Pacific -Grant MakingCharitable Grants00$164,899
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumGrant MakingCharitable Grants00$102,962
North America - Canada and Mexico,Grant MakingCharitable Grants00$97,997
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Grant MakingCharitable Grants00$37,000
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Grant MakingCharitable Grants00$17,000
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Grant MakingCharitable Grants00$4,000
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Grant MakingCharitable Grants00$3,000
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Day to day management of the foundation has been delegated to the million dollar round table under a management agreement. Under the agreement, the million dollar round table provides management and accounting services and facilities for an annual fee of $100,000. Other direct expenses are processed through the million dollar round table's accounts payable systems and are reimbursed by the foundation monthly.

Form 990, Part VI, Section A, Line 7A

One member of the board of trustees is elected each year by the nominating committee of the million dollar round table.

Form 990, Part VI, Section B, Line 11B

A copy of the return is provided to the governing body via email for review prior to filing.

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

The foundation at its first board meeting each year conducts an orientation for new and continuing trustees. At this meeting, policies and procedures, including the conflict of interest policy, are distributed and discussed. Trustees are required at this meeting to complete and sign a disclosure statement with regard to potential conflicts of interest.

Form 990, Part VI, Section C, Line 19

The foundation makes available its governing documents, conflict of interest policy, and financial statements upon written request.

Filing and Contact Details

Filer

Filer Name
Million Dollar Round Table Foundation
EIN
36-6080766
Phone
8476926378
Address
325 W TOUHY AVENUE, PARK RIDGE, IL 60068

Signing Officer

Name
Adrian Baker
Title
President
Phone
8476926378
Signed
2024-05-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michele L Stauff
Formed
1959
Legal Domicile
Il
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
440

Preparer

Firm
Cliftonlarsonallen Llp
Address
2021 SPRING ROAD SUITE 200, OAK BROOK, IL 60523
Preparer
Melissa E Struck
Phone
6305738600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Increase in cash surrender value of life insurance 319,399.

Form 990, Part XII, Line 2C

The foundation's board of directors assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

To generate income to be used as a basis for issuing grants to other qualified organizations.

PART X, LINE 2:

The foundation is a tax-exempt organization as defined by section 501(c)(3) of the internal revenue code and has been classified as an organization that is not a private foundation under section 509(a). Contributions to the foundation qualify for the charitable contribution deduction under section 170(b)(1)(a). The foundation follows the requirements for accounting for uncertain tax positions. The foundation has determined that it is not required to record a liability related to uncertain tax positions as of august 31, 2023 or 2022.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Increase in cash surrender value of life insurance 319,399.

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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/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1921781
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2018621
IRS990/Form990PartVIISectionAGrp/PersonNm0MOHAMAD MANMOHAN ABDULLAH CHFC CLU
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL P AUSTIN CFP CHFC
IRS990/Form990PartVIISectionAGrp/PersonNm2ADRIAN P BAKER DIPPFS
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN R BENTON JR CHFC CLTC
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID C BLAKE
IRS990/Form990PartVIISectionAGrp/PersonNm5TIMOTHY DANIEL CLAIRMONT CFP MSFS
IRS990/Form990PartVIISectionAGrp/PersonNm6ALESSANDRO M FORTE FCII FPFS
IRS990/Form990PartVIISectionAGrp/PersonNm7SIMON JOHN GIBSON DIPPFS
IRS990/Form990PartVIISectionAGrp/PersonNm8JULIANNE HERTEL CLU CLTC
IRS990/Form990PartVIISectionAGrp/PersonNm9HEATHER LINDSLEY LUTCF RICP
IRS990/Form990PartVIISectionAGrp/PersonNm10ANDREW C LORD CLU CHFC
IRS990/Form990PartVIISectionAGrp/PersonNm11MILIANA MARTEN CFP AEPP
IRS990/Form990PartVIISectionAGrp/PersonNm12THOMAS R MCCOY CLTC
IRS990/Form990PartVIISectionAGrp/PersonNm13RANDY L SCRITCHFIELD CFP LUTCF
IRS990/Form990PartVIISectionAGrp/PersonNm14ALEEN M SWOFFORD CLU CHFC
IRS990/Form990PartVIISectionAGrp/PersonNm15AURORA L TANCOCK FLMI CFP
IRS990/Form990PartVIISectionAGrp/PersonNm16ROSS VANDERWOLF CFP
IRS990/Form990PartVIISectionAGrp/PersonNm17BRIAN P WALSH CLU CHFC
IRS990/Form990PartVIISectionAGrp/PersonNm18CHENG HUANN YEOH CHFC CLU
IRS990/Form990PartVIISectionAGrp/PersonNm19MICHELE STAUFF
IRS990/Form990PartVIISectionAGrp/PersonNm20KAREN MATTS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19169118
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20105937
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE COMMITTEE LIAISON
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20GLOBAL DEVELOPMENT MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-462936
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt01789828
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01362970
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01362970
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010867053
IRS990/GrossReceiptsAmt013314607
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt025219
IRS990/InformationTechnologyGrp/TotalAmt025219
IRS990/InvestmentIncomeGrp/ExclusionAmt0746514
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0746514
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04413264
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03805805
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021269127
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023139484
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0190727
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt037606
IRS990/LandBldgEquipCostOrOtherBssAmt0228333
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011329989
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MDRT FOUNDATION GIVES TO CHARITABLE ORGANIZATIONS WORLDWIDE, DEMONSTRATING THE GENEROSITY, SERVICE AND IMPACT OF MDRT MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt032010114
IRS990/NetAssetsOrFundBalancesEOYAmt033530740
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-462936
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-462936
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01508902
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt031910114
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt033480740
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt020924
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012064
IRS990/OfficeExpensesGrp/TotalAmt032988
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04180660
IRS990/OtherAssetsTotalGrp/EOYAmt04426425
IRS990/OtherChangesInNetAssetsAmt0319399
IRS990/OtherExpensesGrp/Desc0BANKING AND CREDIT CARD
IRS990/OtherExpensesGrp/Desc1GRANT AND SERVICE PROJE
IRS990/OtherExpensesGrp/Desc2DONOR DEVELOPMENT AND R
IRS990/OtherExpensesGrp/FundraisingAmt013681
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018467
IRS990/OtherExpensesGrp/ProgramServicesAmt017029
IRS990/OtherExpensesGrp/TotalAmt018467
IRS990/OtherExpensesGrp/TotalAmt117029
IRS990/OtherExpensesGrp/TotalAmt213681
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt09336
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09336
IRS990/OtherRevenueTotalAmt09336
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHELE L STAUFF
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01864262
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01708671
IRS990/PYInvestmentIncomeAmt01594876
IRS990/PYOtherExpensesAmt0476389
IRS990/PYOtherRevenueAmt015418
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01289496
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02185060
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03474556
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-307675
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0314530
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01224678
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01982602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01691704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01864262
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01868542
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01583480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01503855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08511843
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0746514
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0739286
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0528520
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0857940
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0755503
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03627763
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt09336
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt015418
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt09108
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt038691
IRS990ScheduleA/OtherIncome170Grp/TotalAmt072553
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55080
IRS990ScheduleA/PublicSupportPY170Pct00.55650
IRS990ScheduleA/PublicSupportTotal170Amt06726959
IRS990ScheduleA/SubstantialContributorsTotAmt01784884
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01691704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01864262
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01868542
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01583480
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01503855
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08511843
IRS990ScheduleA/TotalSupportAmt012212159
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0655635
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt026085430

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.8$0.04$38.8$3.31$2.63$0.68
2023Detailed filing. Detailed filing data is available for this year.$33.7$0.18$33.5$1.98$2.29$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.1$0.11$32.0$3.47$2.19$1.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.5$0.13$36.4$4.85$2.12$2.73
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$0.07$31.3$1.89$2.15$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$0.04$29.9$1.93$2.12$0.19
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.0$0.05$29.9$4.21$1.95$2.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$0.01$28.5$2.89$1.86$1.02
2016Detailed filing. Detailed filing data is available for this year.$26.2$0.05$26.2$2.81$1.82$0.99
2015Detailed filing. Detailed filing data is available for this year.$25.0$0.07$24.9$2.66$1.83$0.83
2014Detailed filing. Detailed filing data is available for this year.$26.9$0.15$26.8$2.68$1.66$1.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$0.08$21.2$1.40