Civic Intelligence

Roundtable Strategies

EIN 38-3623118 • 501(c)3 • MT Clemens, MI

Profile

To facilitate and teach collaborative planning and problem solving that promotes individual and community well-being.

176 S Main St 2MT Clemens, MI 48043

www.roundtablestrategies.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.20x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

34th percentile

0.02x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

56th percentile

7.2%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

85th percentile

31%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-7.8%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $151,787 (-100%) from 2021

Liabilities

Down

$0

Down $1,221 (-100%) from 2021

Net Assets

Down

$0

Down $150,566 (-100%) from 2021

Revenue

Down

$0

Down $1,002,773 (-100%) from 2021

Expenses

Down

$150,566

Down $829,509 (-85%) from 2021

Net Income

Down

-$150,566

Down $173,264 (-763%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2010: $33,329Liabilities 2010: $3,383Net Assets 2010: $29,9462010Assets 2011: $76,569Liabilities 2011: $10,511Net Assets 2011: $66,0582011Assets 2012: $107,739Liabilities 2012: $10,568Net Assets 2012: $97,1712012Assets 2013: $121,552Liabilities 2013: $9,641Net Assets 2013: $111,9112013Assets 2014: $129,937Liabilities 2014: $7,414Net Assets 2014: $122,5232014Assets 2016: $276,265Liabilities 2016: $65,438Net Assets 2016: $210,8272016Assets 2017: $344,259Liabilities 2017: $173,651Net Assets 2017: $170,6082017Assets 2018: $217,071Liabilities 2018: $161,764Net Assets 2018: $55,3072018Assets 2019: $121,556Liabilities 2019: $99,460Net Assets 2019: $22,0962019Assets 2020: $159,565Liabilities 2020: $31,697Net Assets 2020: $127,8682020Assets 2021: $151,787Liabilities 2021: $1,221Net Assets 2021: $150,5662021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $588,0472010Expenses 2011: $620,5692011Expenses 2012: $691,2452012Revenue 2013: $665,225Expenses 2013: $650,485Net Income 2013: $14,7402013Revenue 2014: $696,611Expenses 2014: $685,999Net Income 2014: $10,6122014Revenue 2016: $1,053,498Expenses 2016: $985,819Net Income 2016: $67,6792016Revenue 2017: $1,479,582Expenses 2017: $1,519,801Net Income 2017: -$40,2192017Revenue 2018: $1,522,181Expenses 2018: $1,643,230Net Income 2018: -$121,0492018Revenue 2019: $1,587,656Expenses 2019: $1,620,867Net Income 2019: -$33,2112019Revenue 2020: $1,463,231Expenses 2020: $1,357,459Net Income 2020: $105,7722020Revenue 2021: $1,002,773Expenses 2021: $980,075Net Income 2021: $22,6982021Revenue 2022: $0Expenses 2022: $150,566Net Income 2022: -$150,5662022

Highlighted filing

2022

Revenue$0
Expenses$150,566
Net Income-$150,566

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 14, 2023
Return Version
2022v4.1
Gross Receipts
$0
Mission and Program Overview

Mission

Provide outreach and information to a variety of organizations regarding the use and benifits of mediation.

To facilitate and teach collaborative planning and problem-solving that promotes individual and community well-being.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$146,734$0▼ $146,734
Prepaid Expenses and Deferred Charges$5,053$0▼ $5,053
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$151,787$0▼ $151,787
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,221--
Total Liabilities$1,221$0▼ $1,221
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$150,566$0▼ $150,566
Total Net Assets Fund Balance$150,566$0▼ $150,566
Total Liabilities and Net Assets / Fund Balance$151,787$0▼ $151,787
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dale IversonPresident
Dennis NordmoeTrustee
Mary BedikianTrustee
Roy BurtonTrustee
Sherie DavieTrustee
Antoinette RaheemTrustee (resigned 12/22)
Craig PappasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-150,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$127,000
Other Expenses$23,566
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$127,000--$127,000
Fees for Services Accounting-$7,975-$7,975
Insurance-$3,952-$3,952
Fees for Services Management-$3,850-$3,850
Office Expenses-$3,202-$3,202
Fees for Services Legal-$220-$220
Other Expenses-$7-$7
Total Functional Expenses$127,000$23,566$0$150,566
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation for Southeast MichiganDetroit, MI501(c)(3)General Fund Assistance$63,500
Superior Health FoundationMarquette, MI501(c)(3)General Fund Assistance$63,500
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 11B

The form 990 is reviewed by the executive committee of the board of directors prior to filing.

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

The organization monitors any direct or indirect interest in, or relationship with, any individual or organization which proposes to enter into any transaction with the organization that if a conflict arises then that voting member shall refrain from voting or otherwise attempting to exert any influence on the organization.

Form 990, Part VI, Section B, Line 15

Compensation for the organization's officers are voted on by the board of directors.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Roundtable Strategies
EIN
38-3623118
Phone
5173340034
Address
176 S MAIN ST 2, MT CLEMENS, MI 48043

Signing Officer

Name
Craig Pappas
Title
Vice President/treasurer
Phone
5173340034
Signed
2023-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig Pappas
Formed
2001
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
7

Preparer

Firm
Maner Costerisan Pc
Address
2425 E GRAND RIVER SUITE 1, LANSING, MI 48912-3291
Preparer
Brandy L Mikula CPA
Phone
5173237500
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

Organization ceased all programs at year end and closed out the organization.

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IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1SUPERIOR HEALTH FOUNDATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-12-19
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12022-12-19
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0382530980
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1203615349
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt063500
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt163500
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0ACTUAL VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1ACTUAL VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0333 W FORT ST 210
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1121 N FRONT ST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0DETROIT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1MARQUETTE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0MI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1MI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd048226
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd149855
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION CEASED ALL PROGRAMS AT YEAR END AND CLOSED OUT THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MONITORS ANY DIRECT OR INDIRECT INTEREST IN, OR RELATIONSHIP WITH, ANY INDIVIDUAL OR ORGANIZATION WHICH PROPOSES TO ENTER INTO ANY TRANSACTION WITH THE ORGANIZATION THAT IF A CONFLICT ARISES THEN THAT VOTING MEMBER SHALL REFRAIN FROM VOTING OR OTHERWISE ATTEMPTING TO EXERT ANY INFLUENCE ON THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION FOR THE ORGANIZATION'S OFFICERS ARE VOTED ON BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0151787
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0151787
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023566
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0127000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0150566
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01221
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01221
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0150566
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0127000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0151787
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0176 S MAIN ST 2
IRS990/USAddress/CityNm0MT CLEMENS
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048043
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.ROUNDTABLESTRATEGIES.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG PAPPAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05173340034
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROUNDTABLE STRATEGIES
ReturnHeader/Filer/BusinessNameControlTxt0ROUN
ReturnHeader/Filer/EIN0383623118
ReturnHeader/Filer/PhoneNum05173340034
ReturnHeader/Filer/USAddress/AddressLine1Txt0176 S MAIN ST 2
ReturnHeader/Filer/USAddress/CityNm0MT CLEMENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048043
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382157642
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANER COSTERISAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02425 E GRAND RIVER SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0489123291
ReturnHeader/PreparerPersonGrp/PhoneNum05173237500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRANDY L MIKULA CPA
ReturnHeader/ReturnTs02023-03-01T13:32:30-06:00
ReturnHeader/ReturnTypeCd0990

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