2024-05-29T11:53:55-05:00 2023-12-31 541487262 MATTHEWS CARTER & BOYCE 12500 FAIR LAKES CIRCLE SUITE 260 FAIRFAX VA 22033 990 2023-01-01 542174467 LEADERSHIP ROUNDTABLE INC LEAD 2026355820 1775 I ST NW 1150 WASHINGTON DC 20006 PATRICK MARKEY MANAGING PARTNER 2026355820 2024-05-28 1 PATRICK MARKEY 999009999 0 KATHLEEN M FLAHERTY P00969957 7032183600 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X PATRICK MARKEY 1775 I ST NW 1150 WASHINGTON DC 20006 4062096 0 X WWW.LEADERSHIPROUNDTABLE.ORG X 2005 DE IN PARTNERSHIP WITH LAY, ORDAINED, AND RELIGIOUS LEADERS AND ORGANIZATIONS ACROSS ALL SECTORS OF THE CATHOLIC COMMUNITY IN THE UNITED STATES AND ROME, LEADERSHIP ROUNDTABLE SEEKS TO ELEVATE AND IMPLEMENT BEST PRACTICES IN MANAGEMENT AND LEADERSHIP TO ESTABLISH A CULTURE OF CO-RESPONSIBLE, SERVANT LEADERSHIP FOR A HEALTHY, THRIVING CHURCH IN THE U.S.LEADERSHIP ROUNDTABLE HOLDS THE SEAL OF EXCELLENCE FROM THE STANDARDS FOR EXCELLENCE INSTITUTE. THE SEAL OF EXCELLENCE IS A PEER REVIEWED ACCREDITED RECOGNITION INDICATING THE ORGANIZATION FOLLOWS BEST NONPROFIT MANAGEMENT PRACTICES. 24 23 14 23 0 0 3581917 3398591 721199 650849 103 9517 0 3139 4303219 4062096 0 0 0 0 2421797 2380356 125000 0 284707 927247 784704 3474044 3165060 829175 897036 2995784 3944517 359585 411282 2636199 3533235 X SEE SCHEDULE OIN PARTNERSHIP WITH LAY, ORDAINED, AND RELIGIOUS LEADERS AND ORGANIZATIONS ACROSS ALL SECTORS OF THE CATHOLIC COMMUNITY IN THE UNITED STATES AND ROME, LEADERSHIP ROUNDTABLE SEEKS TO ELEVATE AND IMPLEMENT BEST PRACTICES IN MANAGEMENT AND LEADERSHIP TO ESTABLISH A CULTURE OF CO-RESPONSIBLE, SERVANT LEADERSHIP FOR A HEALTHY, THRIVING CHURCH IN THE U.S. 0 0 2596578 653988 LEADERSHIP ROUNDTABLE PROGRAMS - CONVENING EXPERTS IN BEST CHURCH MANAGEMENT PRACTICES TO RESEARCH AND DISSEMINATE FINDINGS; TRAINING LEADERS THROUGH OUR MISSION MANAGEMENT MODEL PROGRAMS; AND DEVELOPING HISPANIC/LATINO LEADERS THROUGH OUR NEWEST INITIATIVE THE LATINO PASTORAL LEADERS INITIATIVE. 2596578 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 30 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X ANA LARMOUR 2026355820 1775 I ST NW WASHINGTON DC 20006 ELIZABETH MCCAUL CO-CHAIR 1.00 X X 0 0 0 REV MICHAEL J GARANZINI SJ SECRETARY 1.00 X X 0 0 0 MS KERRY ROBINSON BOARD MEMBER 1.00 X 0 0 0 FR JOHN BEAL BOARD MEMBER 1.00 X 0 0 0 MR GENE MCQUADE BOARD MEMBER 1.00 X 0 0 0 MR JIM PERRY BOARD MEMBER 1.00 X 0 0 0 PATRICK MARKEY MANAGING PARTNER 40.00 X X 249288 0 45378 MS BRITISH ROBINSON BOARD MEMBER 1.00 X 0 0 0 BRIAN B REYNOLDS BOARD MEMBER 1.00 X 0 0 0 MS KERRY ROBINSON FORMER PARTNER/CURRENT BOARD MEMBER 40.00 X 149124 0 16157 JOSEPH REGAN CO-CHAIR 1.00 X X 0 0 0 MS CHRISTINA LAMAS BOARD MEMBER 1.00 X 0 0 0 HON MICHAEL MONTELONGO BOARD MEMBER 1.00 X 0 0 0 ROBERT GASSER TREASURER 1.00 X X 0 0 0 DANIEL DENIHAN BOARD MEMBER 1.00 X 0 0 0 KEVIN K CARTON BOARD MEMBER 1.00 X 0 0 0 REV JOHN J WALL BOARD MEMBER 1.00 X 0 0 0 PAUL C REILLY BOARD MEMBER 1.00 X 0 0 0 REV J BRYAN HEHIR BOARD MEMBER 1.00 X 0 0 0 LT GEN RET JAMES M DUBIK BOARD MEMBER 1.00 X 0 0 0 THOMAS J HEALEY BOARD MEMBER 1.00 X 0 0 0 MS SUSAN KING BOARD MEMBER 1.00 X 0 0 0 GEOFFREY T BOISI FOUNDER 1.00 X 0 0 0 BRYAN FGRANE BOARD MEMBER 1.00 X 0 0 0 SR TERE MAYA CCVI BOARD MEMBER 1.00 X 0 0 0 LISA METCALFE DIRECTOR, SERVICES & PROGR 40.00 X 163800 0 18214 KIMBERLEY SMOLIK PARTNER 40.00 X 228072 0 37316 MICHAEL BROUGH PARTNER 40.00 X 198488 0 21482 DEACON PATRICK STOKELY SENIOR PROGRAM MANAGER 40.00 X 148994 0 25622 KEVIN KENNEDY SENIOR LEADERSHIP DIRECTOR 40.00 X 140400 0 37325 1278166 0 201494 10 0 1 0 0 3398591 159902 3398591 PROGRAM SERVICES 900099 648860 648860 PUBLICATIONS 900099 1989 1989 650849 9517 9517 MISCELLANEOUS INCOME 900099 3139 3139 3139 4062096 653988 0 9517 X 294666 244534 20135 29997 1660620 1378097 113474 169049 163994 136094 11206 16694 124862 103619 8532 12711 136214 113040 9308 13866 1084 1084 50389 34889 15500 372224 334142 22330 15752 43531 23531 15501 4499 78633 52445 8664 17524 27283 5543 21740 103566 103566 4032 4032 7143 7143 MEALS, TRAVEL & LODGING 62207 49539 10562 2106 MISCELLANEOUS 34612 17539 14564 2509 3165060 2596578 283775 284707 7232 30904 791204 674265 2030759 3138557 112434 55977 22657 23935 40203 30575 13660 9628 17838 11251 2995784 3944517 278598 339007 63631 61500 17356 10775 359585 411282 X -133737 -484379 2769936 4017614 2636199 3533235 2995784 3944517 897036 0 X X 0 1 X 1 0 X 1442099 1517254 2527430 3581917 3398591 12467291 1442099 1517254 2527430 3581917 3398591 12467291 5381035 7086256 1253 788 191 103 9517 11852 1336 3139 4475 12483618 3460886 0.56760 0.57190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34648 25122 9526 5555 5453 102 9628 OPERATING LEASE - LEASE LIABILITY 10775 10775 X 4062096 0 4062096 0 4062096 3165060 0 3165060 0 3165060 PART X, LINE 2: THE ORGANIZATION HAS DETERMINED THAT IT CURRENTLY DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. IF THIS POSITION CHANGES, THE ORGANIZATION WILL ASSESS THE IMPACT OF ANY SUCH MATTERS ON ITS STATEMENT OF FINANCIAL POSITION AND ITS RESULTS OF OPERATIONS. X 0 0 0 0 0 0 0 0 0 PATRICK MARKEY MANAGING PARTNER 249288 0 0 0 0 0 24929 0 20449 0 294666 0 0 0 KIMBERLEY SMOLIK PARTNER 228072 0 0 0 0 0 22807 0 14509 0 265388 0 0 0 MICHAEL BROUGH PARTNER 198488 0 0 0 0 0 19849 0 1633 0 219970 0 0 0 LISA METCALFE DIRECTOR, SERVICES & PROGR 163800 0 0 0 0 0 16380 0 1834 0 182014 0 0 0 KEVIN KENNEDY SENIOR LEADERSHIP DIRECTOR 140400 0 0 0 0 0 14040 0 23285 0 177725 0 0 0 DEACON PATRICK STOKELY SENIOR PROGRAM MANAGER 148994 0 0 0 0 0 14899 0 10723 0 174616 0 0 0 MS KERRY ROBINSON FORMER PARTNER/CURRENT BOARD MEMBER 149124 0 0 0 0 0 14912 0 1245 0 165281 0 0 0 X 7 159902 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS SUB-COMMITTEES THAT MEET REGULARLY AND REPORT TO THE BOARD OF DIRECTORS (THE BOARD). MINUTES FOR THE SUB-COMMITTEE MEETINGS ARE RECORDED. EACH SUB-COMMITTEE THAT REPORTS TO THE BOARD ARE RECORDED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS E-MAILED TO ALL BOARD MEMBERS PRIOR TO THE MEETING CLOSEST TO THE FILING DATE. THE FORM 990 IS ALSO INCLUDED IN THE BOARD PACKET PROVIDED TO ALL BOARD MEMBERS AT THE BOARD MEETING. MEMBERS ARE GIVEN AN OPPORTUNITY TO REVIEW AND COMMENT ON THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS MUST COMPLETE AND FILE A CONFLICT OF INTEREST FORM EACH JUNE. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD. AFFECTED BOARD MEMBERS ARE PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATION AND DECISIONS ON TRANSACTIONS WITH POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 NEW HIRE SALARY RANGES ARE DETERMINED BY CONSIDERATION AND DELIBERATION OF THE MEMBERS OF THE BOARD OF DIRECTORS USING MARKET COMPARISONS AND WAGE SURVEYS. TOTAL COMPENSATION IS REVIEWED ANNUALLY BY THE FINANCE COMMITTEE AND REVIEWED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 334,142. MANAGEMENT AND GENERAL EXPENSES 22,330. FUNDRAISING EXPENSES 15,752. TOTAL EXPENSES 372,224. LEADERSHIP ROUNDTABLE CONSULTING LLC 415 MICHIGAN AVENUE NE 275 WASHINGTON DC 20017 263500705 CONSULTING SERVICES DE N/A