Civic Intelligence

Palm Beach Round Table

EIN 59-1311062 • 501(c)3 • Palm Beach, FL

Profile

Establish a forum for current events & education

340 Royal Poinciana Way Ste 317-130Palm Beach, FL 33480

palmbeachroundtable.weebly.com

Siviq Scores

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

Liabilities / Assets

77th percentile

0.07x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

51st percentile

2.2%

Higher net margin than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

67th percentile

8.7%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$196,241

Down $63,534 (-24%) from 2023

Liabilities

Down

$5,953

Down $13,412 (-69%) from 2023

Net Assets

Down

$190,288

Down $50,122 (-21%) from 2023

Revenue

Down

$169,678

Down $57,593 (-25%) from 2023

Expenses

Down

$221,687

Down $543 (-0.2%) from 2023

Net Income

Down

-$52,009

Down $57,050 (-1132%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $366,158Liabilities 2010: $3,091Net Assets 2010: $363,0672010Assets 2011: $351,335Liabilities 2011: $839Net Assets 2011: $350,4962011Assets 2012: $327,556Liabilities 2012: $11,736Net Assets 2012: $315,8202012Assets 2013: $372,143Liabilities 2013: $4,208Net Assets 2013: $367,9352013Assets 2014: $388,687Liabilities 2014: $2,268Net Assets 2014: $386,4192014Assets 2015: $394,466Liabilities 2015: $19,796Net Assets 2015: $374,6702015Assets 2016: $408,790Liabilities 2016: $19,822Net Assets 2016: $388,9682016Assets 2017: $374,125Liabilities 2017: $4,857Net Assets 2017: $369,2682017Assets 2018: $387,246Liabilities 2018: $26,519Net Assets 2018: $360,7272018Assets 2019: $381,920Liabilities 2019: $30,833Net Assets 2019: $351,0872019Assets 2020: $357,092Liabilities 2020: $7,253Net Assets 2020: $349,8392020Assets 2021: $308,310Liabilities 2021: $17,497Net Assets 2021: $290,8132021Assets 2022: $238,970Liabilities 2022: $2,815Net Assets 2022: $236,1552022Assets 2023: $259,775Liabilities 2023: $19,365Net Assets 2023: $240,4102023Assets 2024: $196,241Liabilities 2024: $5,953Net Assets 2024: $190,2882024

Highlighted filing

2024

Assets$196,241
Liabilities$5,953
Net Assets$190,288

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $160,1712010Expenses 2011: $173,7272011Expenses 2012: $171,0562012Expenses 2013: $181,9782013Revenue 2014: $217,986Expenses 2014: $199,502Net Income 2014: $18,4842014Revenue 2015: $176,009Expenses 2015: $187,758Net Income 2015: -$11,7492015Revenue 2016: $214,460Expenses 2016: $200,162Net Income 2016: $14,2982016Revenue 2017: $180,819Expenses 2017: $200,519Net Income 2017: -$19,7002017Revenue 2018: $204,374Expenses 2018: $212,915Net Income 2018: -$8,5412018Revenue 2019: $167,330Expenses 2019: $176,970Net Income 2019: -$9,6402019Revenue 2020: $200,867Expenses 2020: $202,115Net Income 2020: -$1,2482020Revenue 2021: $131,164Expenses 2021: $190,190Net Income 2021: -$59,0262021Revenue 2022: $192,147Expenses 2022: $246,805Net Income 2022: -$54,6582022Revenue 2023: $227,271Expenses 2023: $222,230Net Income 2023: $5,0412023Revenue 2024: $169,678Expenses 2024: $221,687Net Income 2024: -$52,0092024

Highlighted filing

2024

Revenue$169,678
Expenses$221,687
Net Income-$52,009

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.96$0.06$1.90$1.70$2.22$0.52
2023Detailed filing. Detailed filing data is available for this year.$2.60$0.19$2.40$2.27$2.22$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.39$0.03$2.36$1.92$2.47$0.55
2021Detailed filing. Detailed filing data is available for this year.$3.08$0.17$2.91$1.31$1.90$0.59
2020Detailed filing. Detailed filing data is available for this year.$3.57$0.07$3.50$2.01$2.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.82$0.31$3.51$1.67$1.77$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.87$0.27$3.61$2.04$2.13$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.74$0.05$3.69$1.81$2.01$0.20
2016Detailed filing. Detailed filing data is available for this year.$4.09$0.20$3.89$2.14$2.00$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.94$0.20$3.75$1.76$1.88$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.89$0.02$3.86$2.18$2.00$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.04$3.68$1.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$0.12$3.16$1.71
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$0.01$3.50$1.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$0.03$3.63$1.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$184,820
Mission and Program Overview

Mission

Establish a forum for current events & education

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$21,019$43,897▲ $22,878
Land, Buildings, and Equipment, Net$1,826$1,007▼ $819
Cash and Non-Interest-Bearing Accounts$23,430$39▼ $23,391
Total Assets$259,775$196,241▼ $63,534
Other Assets Total$213,500$151,298▼ $62,202
Liabilities
Deferred Revenue$16,616$3,900▼ $12,716
Accounts Payable and Accrued Expenses$2,749$2,053▼ $696
Total Liabilities$19,365$5,953▼ $13,412
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$240,410$190,288▼ $50,122
Total Net Assets Fund Balance$240,410$190,288▼ $50,122
Total Liabilities and Net Assets / Fund Balance$259,775$196,241▼ $63,534

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,007$2,204$3,211
Other Assets Org$2,748--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Herbert RoemmeleChairperson
Peggy JohnsonPresident
Jeffrey AldertonVice Chair
Arlette Gordon1st V.p.
Mary Bryant Mccourt2nd V.p
Suzi GoldsmithAsst. Treas.
Diana PaxtonSecretary
Michael J DixonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$102,349
Program Service Revenue
$37,682
Investment Income
$5,591
Other Revenue
$24,056
All Other Contributions
$31,300
Change in Net Assets
$-52,009
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$132,036
Other Expenses$89,651
Total Fundraising Expense$6,690
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$98,112$18,396$6,132$122,640
All Other Expenses$10,305$877$89$11,271
Occupancy$9,600--$9,600
Payroll Taxes$7,518$1,409$469$9,396
Fees for Services Accounting$2,699$900-$3,599
Other Expenses$2,200$388-$2,588
Depreciation Depletion$495--$495
Total Functional Expenses$192,114$22,883$6,690$221,687
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,198
Fundraising Direct Expenses$15,142
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundrais$39,198$39,198$15,142$24,056
Total Events$39,198$39,198$15,142$24,056
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
Yes
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
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, Page 6, Part VI, Line 11B

The treasurer and executive director review the 990

Form 990, Page 6, Part VI, Line 12C

The organization requires all board members to sign an annual conflict of interest policy acknowledgement statement

Form 990, Page 6, Part VI, Line 15A

The board reviews and approves all compensation arrangements.

Form 990, Page 6, Part VI, Line 15B

The board reviews and approves all compensation arrangements.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Palm Beach Round Table
EIN
59-1311062
Phone
5618326418
Address
340 ROYAL POINCIANA WAY STE 317-130, PALM BEACH, FL 33480

Signing Officer

Name
Michael J Dixon
Title
Treasurer
Phone
5618326418
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Herbert Roemmele
Formed
1942
Legal Domicile
Fl
Voting Board Members
30
Independent Board Members
30
Employees
2

Preparer

Firm
Michael C Becker & Co Cpas
Address
400 COLUMBIA DRIVE SUITE 101, WEST PALM BEACH, FL 33409-1948
Preparer
Carolyn M Becker
Phone
5616894093
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER AND EXECUTIVE DIRECTOR REVIEW THE 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIRES ALL BOARD MEMBERS TO SIGN AN ANNUAL CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS AND APPROVES ALL COMPENSATION ARRANGEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWS AND APPROVES ALL COMPENSATION ARRANGEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J DIXON
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
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ReturnHeader/Filer/USAddress/AddressLine1Txt0340 ROYAL POINCIANA WAY STE 317-130

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