Nonprofit · EIN 13-2943020
THE PHILANTHROPY ROUNDTABLE INC
Tax-exempt · WASHINGTON, DC 20036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $12,485,005 | $10,202,952 | $2,282,053 | $22,477,501 | $8,070,411 | $14,407,090 |
| December 31, 2023 | 990 | $10,968,725 | $10,972,117 | -$3,392 | $20,395,788 | $8,233,558 | $12,162,230 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $11,032,786
- Program service revenue
- $501,165
- Investment income
- $935,582
- Net gain from sales of assets
- $570,588
- Other revenue
- $15,472
Expenses
- Grants and similar amounts paid
- $200,299
- Compensation of officers, directors and key employees
- $1,245,480
- Other salaries and wages
- $3,633,102
- Salaries, compensation and benefits (total)
- $5,921,803
- Professional fundraising fees
- $0
- Legal fees
- $176,966
- Accounting fees
- $66,513
- Occupancy
- $496,413
- Travel
- $368,542
- Depreciation
- $344,663
- Program services (functional)
- $7,757,483
- Management and general (functional)
- $1,703,698
- Fundraising (functional)
- $741,771
Balance sheet and other
- Total assets, start of year
- $20,395,788
- Total assets, end of year
- $22,477,501
- Total liabilities, end of year
- $8,070,411
- Net assets, end of year
- $14,407,090
- Land, buildings and equipment
- $2,304,809
- Publicly traded securities
- $8,218,869
- Net assets without donor restrictions
- $12,653,570
- Net assets with donor restrictions
- $1,753,520
- Gross receipts
- $23,028,231
- Employees
- 42
- Volunteers
- 6
- Year formed
- 1978
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTIE HERRERA | PRESIDENT & CEO, BOARD MEM Trustee or director, Officer | 40 | $346,194 | $48,810 |
| JESSICA BROWNING | SENIOR VICE PRESIDENT Key employee | 40 | $278,664 | $46,925 |
| ELIZABETH MCGUIGAN | SENIOR VICE PRESIDENT Key employee | 40 | $237,580 | $30,967 |
| EMANUEL REYES | VICE PRESIDENT OF FINANCE Officer | 40 | $214,314 | $42,026 |
| MICAH STEPHEN SAGEBIEL | VICE PRESIDENT, PROGRAMS A Highest-paid employee | 40 | $196,530 | $47,225 |
| ANN MARIE DWYER DUNN | VICE PRESIDENT, STRATEGIC Highest-paid employee | 40 | $184,174 | $37,584 |
| JOANNE VOLPE FLORINO | MEYERSON DISTINGUISHED FEL Highest-paid employee | 40 | $178,511 | $27,136 |
| RICHARD RODRIGUEZ | DIRECTOR OF INFORMATION TE Highest-paid employee | 40 | $166,300 | $20,080 |
| COURTNEY SHADEGG | SENIOR DIRECTOR OF FEDERAL AFFAIRS Highest-paid employee | 40 | $165,111 | $21,224 |
| RICHARD GRABER | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| DAVID STOVER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| CASON CARTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KIM DENNIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AARON MACLEAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HANNA SKANDERA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTIE HERRERA AS OF 10152023 | PRESIDENT & CEO, BOARD MEM Trustee or director, Officer | 40 | $351,705 | $42,286 |
| JESSICA BROWNING | SENIOR VICE PRESIDENT Key employee | 40 | $282,334 | $43,874 |
| CHARLES WINDLE JARVIS | SENIOR VICE PRESIDENT Key employee | 40 | $272,286 | $24,247 |
| JOANNE VOLPE FLORINO | MEYERSON DISTINGUISHED FELLOW IN PHIL EXCELLENCE Highest-paid employee | 40 | $218,007 | $29,150 |
| MICAH STEPHEN SAGEBIEL | VICE PRESIDENT, PROGRAMS AND SERVICES Highest-paid employee | 40 | $193,780 | $44,555 |
| MALKA GRODEN | SENIOR DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $184,728 | $41,194 |
| ANN MARIE DWYER DUNN | VICE PRESIDENT, STRATEGIC INITIATIVES AND CONTENT Highest-paid employee | 40 | $184,455 | $33,672 |
| ELIZABETH MCGUIGAN | SENIOR VICE PRESIDENT Key employee | 40 | $187,300 | $26,992 |
| RICHARD RODRIGUEZ | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 40 | $162,968 | $18,128 |
| ELISE WESTHOFF UNTIL 612023 | PRESIDENT & CEO, BOARD MEM Trustee or director, Officer | 40 | $151,051 | $21,803 |
| EMANUEL REYES AS OF 652023 | DIRECTOR OF FINANCE Officer | 40 | $116,011 | $20,230 |
| RICHARD GRABER | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| DAVID STOVER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| HEATHER TEMPLETON DILL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CASON CARTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN JACKSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FRED KLIPSCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VIVEK RAMASWAMY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HANNA SKANDERA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AARON MACLEAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1120 20TH ST NW STE 400N, WASHINGTON, DC 20036-3592
- Principal officer (990 for 2024)
- CHRISTIE HERRERA, 1120 20TH STREET NW 400N, WASHINGTON, DC 20036
- Signed the 990
- CHRISTIE HERRERA, PRESIDENT & CEO
- Phone
- (202) 822-8333
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
PHILANTHROPY ROUNDTABLE PURSUES A MISSION TO FOSTER EXCELLENCE IN PHILANTHROPY, PROTECT PHILANTHROPIC FREEDOM AND HELP DONORS ADVANCE LIBERTY, OPPORTUNITY AND PERSONAL RESPONSIBILITY.
Program accomplishments
- PROGRAM AREAS: THE ROUNDTABLE'S PROGRAMMATIC WORK ADVANCES THE VALUES OF LIBERTY, OPPORTUNITY, AND PERSONAL RESPONSIBILITY BY SUPPORTING PHILANTHROPIC DONORS WITH STRATEGIC, OPERATIONAL, AND CHARITABLE INVESTMENT EDUCATION. CHARITABLE FOCUS AREAS FOR THE ROUNDTABLE INCLUDE STRENGTHENING AMERICA'S COMMUNITIES, CREATING PATHWAYS TO OPPORTUNITY, AND PROMOTING AMERICA'S FOUNDING PRINCIPLES.Expenses $2,839,406 · grants $200,000
- PHILANTHROPIC FREEDOM AND PUBLIC POLICY: THE ROUNDTABLE'S PUBLIC POLICY WORK ADVANCES PHILANTHROPIC FREEDOM AND PROTECTS THE RIGHTS OF INDIVIDUAL DONORS, PRIVATE FOUNDATIONS, AND OTHER CHARITABLE GIVERS TO GIVE HOW, WHEN, AND WHERE THEY CHOOSE.Expenses $4,029,955 · grants $299
- ANNUAL MEETING: THE ROUNDTABLE'S ANNUAL PREMIER GATHERING FOR HUNDREDS OF PHILANTHROPIC DECISION MAKERS COMMITTED TO STRENGTHENING OUR FREE SOCIETY AND TO EXPLORING, COLLABORATING, AND SOLVING OUR NATION'S GREATEST PROBLEMS THROUGH MEANINGFUL PHILANTHROPY.Expenses $888,122 · revenue $516,637
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-2943020
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1978
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50Z)
- Assets (IRS master file)
- $22,477,501
- Income (IRS master file)
- $23,028,231
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $12,485,005 | $10,202,952 | $22,477,501 | IRS |
| 990 | December 2023 | $10,968,725 | $10,972,117 | $20,395,788 | XML |
| 990 | December 2022 | $11,055,810 | $12,354,593 | $15,866,636 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-2943020).
Questions about THE PHILANTHROPY ROUNDTABLE INC
- What is the EIN of THE PHILANTHROPY ROUNDTABLE INC?
- The employer identification number (EIN) of THE PHILANTHROPY ROUNDTABLE INC is 13-2943020.
- Is THE PHILANTHROPY ROUNDTABLE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to THE PHILANTHROPY ROUNDTABLE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE PHILANTHROPY ROUNDTABLE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE PHILANTHROPY ROUNDTABLE INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE PHILANTHROPY ROUNDTABLE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE PHILANTHROPY ROUNDTABLE INC?
- The 990 for the year ended December 31, 2024 names CHRISTIE HERRERA.
- Who are the officers and directors of THE PHILANTHROPY ROUNDTABLE INC?
- The 990 for the year ended December 31, 2024 lists 15 people; 9 received compensation from the organization, the highest $346,194 (CHRISTIE HERRERA, PRESIDENT & CEO, BOARD MEM).
- How much revenue does THE PHILANTHROPY ROUNDTABLE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $12,485,005, expenses of $10,202,952 and total assets of $22,477,501 at year end.
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