2021-05-17T14:26:48-05:00 2020-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2020-01-01 132943020 THE PHILANTHROPY ROUNDTABLE PHIL 2028228333 1120 20TH STREET NW NO 550S WASHINGTON DC 20036 ELISE WESTHOFF PRESIDENT & CEO 2028228333 2021-05-17 1 ELISE WESTHOFF 999009999 KRISTIN A JACQUELIN CPA P01325865 2023319880 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z ELISE WESTHOFF 1120 20TH STREET NW NO 550S WASHINGTON DC 20036 9804880 0 X WWW.PHILANTHROPYROUNDTABLE.ORG X 1978 DC THE PHILANTHROPY ROUNDTABLE PURSUES A MISSION TO FOSTER EXCELLENCE IN PHILANTHROPY, PROTECT PHILANTHROPIC FREEDOM, AND HELP DONORS ADVANCE LIBERTY, OPPORTUNITY, AND PERSONAL RESPONSIBILITY. 8 7 46 114 13730 0 8242642 9287883 492786 111001 298512 307251 53206 98745 9087146 9804880 200000 225000 0 0 4341107 4863690 95693 61496 574449 3623882 3509166 8260682 8659352 826464 1145528 14064355 16091710 1450986 1648846 12613369 14442864 X THE PHILANTHROPY ROUNDTABLE'S VISION IS TO BUILD AND SUSTAIN A VIBRANT AMERICAN PHILANTHROPIC MOVEMENT THAT STRENGTHENS OUR FREE SOCIETY. TO ACHIEVE THIS VISION, THE PHILANTHROPY ROUNDTABLE PURSUES A MISSION TO FOSTER EXCELLENCE IN PHILANTHROPY, PROTECT PHILANTHROPIC FREEDOM, AND HELP DONORS ADVANCE LIBERTY, OPPORTUNITY, AND PERSONAL RESPONSIBILITY. 0 0 3418957 225000 PROGRAM AREAS: TO HELP PHILANTHROPISTS STRUCTURE THEIR GIVING FOR MAXIMUM IMPACT, THE ROUNDTABLE PROVIDES DONORS WITH INDIVIDUALIZED SERVICE AND OPPORTUNITIES FOR STRATEGIC COLLABORATION THROUGH TOPIC-FOCUSED PROGRAM AREAS, INCLUDING K-12 EDUCATION REFORM, CIVICEDUCATION, ECONOMIC OPPORTUNITY, HEALTH, PHILANTHROPIC SERVICES AND VETERANS. 1685333 PUBLIC POLICY INCLUDES ALLIANCE FOR CHARITABLE REFORM AND ALLIANCE FOR CHARITABLE EXCELLENCE. THE ALLIANCE FOR CHARITABLE REFORM IS A PROJECT OF THE PHILANTHROPY ROUNDTABLE. ITS MISSION IS TO PROMOTE THE RIGHTS OF DONORS AND PRIVATE FOUNDATIONS TO CHOOSE HOW AND WHERE TO SPEND THEIR CHARITABLE ASSETS AND TO DEFEND AGAINST ANY INITIATIVE THAT SEEKS TO USE THE LEGISLATIVE OR POLITICAL PROCESS TO WEAKEN THAT RIGHT TO CHOOSE. THE ALLIANCE FOR CHARITABLE EXCELLENCE IS A PROJECT OF THE PHILANTHROPY ROUNDTABLE. ITS MISSION IS TO PROTECT, DEFEND, AND PROMOTEPHILANTHROPIC EXCELLENCE SO DONORS CAN INVEST IN CAUSES THAT STRENGTHEN OUR COMMUNITIES, STATES, AND COUNTRY. 781761 PHILANTHROPY MAGAZINE: PHILANTHROPY, THE ROUNDTABLE'S QUARTERLY MAGAZINE, IS PACKED WITH USEFUL AND BEAUTIFULLY WRITTEN REAL-LIFE STORIES. IT OFFERS PRACTICAL EXAMPLES, INSPIRATION, DETAILED INFORMATION, HISTORY, AND CLEAR GUIDANCE ON THE DIFFERENCES BETWEEN GIVING THAT IS GREAT AND GIVING THAT DISAPPOINTS. IN FALL 2020, THE ROUNDTABLE ANNOUNCED THAT IT WOULD CEASE PUBLICATION OF ITS QUARTERLY PRINTED MAGAZINE, PHILANTHROPY. THE FINAL ISSUE WILL BE PRINTED IN 2021. THE ROUNDTABLE WILL CONTINUE TO PROVIDE COMPELLING CONTENT ONLINE IN VARIOUS FORMATS. 615834 108038 ANNUAL MEETING: OUR 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. IN 2020, NEARLY ALL MEETINGS SHIFTED FROM IN-PERSON GATHERINGS TO VIRTUAL CONVENINGS, INCLUDING THE ANNUAL MEETING. THE ROUNDTABLE ALSO ADDED A ROBUST LINE UP OF WEBINARS TO ITS OTHER OFFERINGS AND CONTINUED TO HOST FOCUSED WORKING GROUPS FOR DONORS. 676215 PHILANTHROPIC RELATIONS: TO PROVIDE ONE-ON-ONE CONSULTATION OF GOVERNANCE ISSUES AND BEST PRACTICES IN CHARITABLE GIVING. 72878 OTHER PUBLICATIONS: TO PROVIDE PUBLICATIONS THAT ARE ON TOPICS OF INTEREST WITHIN THE PHILANTHROPIC COMMUNITY. THEY HELP DONORS ACHIEVE PHILANTHROPIC EXCELLENCE, INCLUDING IN-DEPTH EXAMINATION OF THE PRINCIPLES AND PRACTICAL ASPECTS OF INTELLIGENT CHARITABLE GIVING. AGUIDEBOOK WAS PRINTED FOR DONOR INTENT AS WELL AS OTHER PUBLICATIONS. 1364927 108038 7250978 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 56 0 1 46 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NY NC ND OH OK PA RI SC TN UT VA WA X SUZI MARCHENA 2028228333 1120 20TH STREET NW SUITE 550S WASHINGTON DC 20036 RICHARD GRABER CHAIRMAN 2.00 X X 0 0 0 DAVID STOVER TREASURER 2.00 X X 0 0 0 HEATHER TEMPLETON DILL SECRETARY 1.00 X X 0 0 0 JOHN JACKSON BOARD MEMBER 1.00 X 0 0 0 FRED KLIPSCH BOARD MEMBER 1.00 X 0 0 0 TOM LEWIS BOARD MEMBER 1.00 X 0 0 0 JOHN TYLER BOARD MEMBER 1.00 X 0 0 0 ELISE WESTHOFF PRESIDENT & CEO (AS OF 6/20), BD MBR 40.00 X X 215833 0 560 ADAM MEYERSON PRESIDENT EMERITUS (6/20 THRU 11/20) 40.00 X 340000 0 63145 AMANDA ROSSIE VICE PRESIDENT, OPERATIONS & FINANCE 40.00 X 215000 0 46082 CHRISTIE HERRERA VICE PRESIDENT, POLICY & GOVERNMENT AFFAIRS 40.00 X 213584 0 24278 KARL ZINSMEISTER VICE PRESIDENT, PUBLICATIONS (THRU 9/20) 40.00 X 268122 0 54978 JOANNE FLORINO DISTINGUISHED FELLOW IN PHILANTHROPIC EXCELLENCE 40.00 X 160520 0 42302 KATHERINE HALEY VICE PRESIDENT, PROGRAMS 40.00 X 201526 0 39845 SUZANNE MARCHENA DIRECTOR, FINANCE & HR 40.00 X 152000 0 47225 RACHEL VERDEJO DIRECTOR, FOUNDATION RELATIONS 40.00 X 124278 0 36390 ANNA VREDEVELD BOBB DIRECTOR, HEALTH PROGRAMS 40.00 X 117836 0 33285 2008699 0 388090 11 0 1 0 URBAN SWIRSKI & ASSOCIATES 601 13TH STREET NW SUITE 950 WASHINGTON DC 20005 SELF DEFENSE LOBBYING AND EDUCATION 337226 HEART & MIND STRATEGIES LLC 12355 SUNRISE VALLEN DRIVE RESTON VA 20191 QUALITATIVE & QUANTITATIVE RESEARCH 180011 THE TLT GROUP 700 MILAM STREET HOUSTON TX 77002 EVENT PRODUCTION 150000 HILLTOP CONSULTANTS INC 1990 K STREET NW SUITE 600 WASHINGTON DC 20006 IT SERVICES 130160 AMERICAN PHILANTHROPIC 119 N HIGH STREET WEST CHESTER PA 19380 FUNDRAISING CONSULTING 102616 5 9287883 9287883 REGISTRATION FEES 541900 90373 90373 ADVERTISING REVENUE 900099 13730 13730 PUBLICATION SALES 900099 6898 6898 111001 307251 307251 87978 0 87978 87978 87978 MISCELLANEOUS 900099 10767 10767 10767 9804880 108038 13730 395229 X 225000 225000 1441583 1180427 159206 101950 2570857 2105123 283921 181813 168488 137965 18607 11916 404519 331237 44674 28608 278243 227836 30729 19678 84443 79386 5057 38004 38004 384887 361838 23049 61496 61496 28269 28269 1116777 1085627 31150 314920 183777 68082 63061 266046 226139 18623 21284 609903 518418 42693 48792 77922 75900 1046 976 277477 271882 5595 120751 102639 8452 9660 24441 24441 AUTHOR FEES 68282 60686 7596 DUES & SUBSCRIPTIONS 50637 33099 347 17191 INTERN & OTHER STIPENDS 19080 19080 SPEAKER HONORARIA 10000 10000 17327 14919 1980 428 8659352 7250978 833925 574449 1798180 1391320 278600 329155 1571500 2926680 18436 24286 138597 154684 1031439 473693 617627 557746 9496685 10623979 60870 83860 83860 14064355 16091710 212292 461799 11900 51510 1226794 1135537 1450986 1648846 X 9699522 9222300 2913847 5220564 12613369 14442864 14064355 16091710 X 1145528 823967 -140000 X 0 1 X 1 0 X 7921367 8213775 7558075 8102642 9287883 41083742 7921367 8213775 7558075 8102642 9287883 41083742 2381924 38701818 224765 234742 294459 298512 395229 1447707 2165 19355 46509 53206 10767 132002 42663451 0.90710 0.92920 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33000 33000 8163634 8196634 559832 139958 0 0 587670 581392 550807 559832 2279701 3419552 42000 33000 33000 33000 141000 146918 145348 137702 139958 569926 854889 42000 33000 33000 33000 141000 SCHEDULE C, PART II-A $351,887 OF DIRECT SELF-DEFENSE LOBBYING EXPENDITURES WERE NOT INCLUDED IN THIS SECTION AS THEY ARE EXCLUDED PER REG. 56-4911-2(C)(4). 903535 368245 535290 12663 12663 0 115241 92785 22456 557746 DEFERRED RENT 1127539 SECURITY DEPOSIT HELD FOR TENANT 7998 1135537 X 10600578 823967 823967 9776611 28269 28269 9804880 8771083 140000 140000 8631083 28269 28269 8659352 PART X, LINE 2: THE ROUNDTABLE FOLLOWS AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN THE ASC TOPIC ON INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR THE UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ROUNDTABLE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. X 1 AMERICAN PHILANTHROPIC 119 N HIGH STREET WEST CHESTER PA 19380 FUNDRAISING CONSULTANT 0 0 61496 -61496 61496 -61496 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NY NC ND OH OK OR PA RI SC TN UT VA WA 0 CRISTO REY SAN JOSE JESUIT HIGH SCHOOL 1389 EAST SANTA CLARA STREET SAN JOSE CA 95116 462594689 501(C)(3) 200000 SIMON PRIZE AWARD TALENT MARKET 1800 DIAGONAL RD STE 280 ALEXANDRIA VA 22314 270685825 501(C)(3) 25000 GENERAL SUPPORT 1 PART I, LINE 2: THIS AWARD IS A PASS-THROUGH OF A PRIZE THAT HAS BEEN VETTED BY ANOTHER ORGANIZATION; THUS PHILANTHROPY ROUNDTABLE DOES NOT ESTABLISH ELIGIBILITY OR MONITOR USE OF FUNDS. X X X 1 0 0 0 0 0 0 0 0 ELISE WESTHOFF PRESIDENT & CEO (AS OF 6/20), BD MBR 198333 0 17500 0 0 0 0 0 560 0 216393 0 0 0 ADAM MEYERSON PRESIDENT EMERITUS (6/20 THRU 11/20) 300000 0 40000 0 0 0 33750 0 29395 0 403145 0 0 0 AMANDA ROSSIE VICE PRESIDENT, OPERATIONS & FINANCE 215000 0 0 0 0 0 32250 0 13832 0 261082 0 0 0 CHRISTIE HERRERA VICE PRESIDENT, POLICY & GOVERNMENT 213584 0 0 0 0 0 0 0 24278 0 237862 0 0 0 KARL ZINSMEISTER VICE PRESIDENT, PUBLICATIONS (THRU 9 253122 0 15000 0 0 0 19125 0 35853 0 323100 0 0 0 JOANNE FLORINO DISTINGUISHED FELLOW IN PHILANTHROPI 160520 0 0 0 0 0 21900 0 20402 0 202822 0 0 0 KATHERINE HALEY VICE PRESIDENT, PROGRAMS 201526 0 0 0 0 0 29250 0 10595 0 241371 0 0 0 SUZANNE MARCHENA DIRECTOR, FINANCE & HR 146000 0 6000 0 0 0 22500 0 24725 0 199225 0 0 0 RACHEL VERDEJO DIRECTOR, FOUNDATION RELATIONS 122778 0 1500 0 0 0 19750 0 16640 0 160668 0 0 0 ANNA VREDEVELD BOBB DIRECTOR, HEALTH PROGRAMS 117836 0 0 0 0 0 0 0 33285 0 151121 0 0 0 PART I, LINE 4A ADAM MEYERSON $25,000 KARL ZINSMEISTER $63,750 ASHDOWN FOREST STRATEGIES OWNED BY HEATHER HIGGINS, FORMER BOARD MEMBER AS OF 9/19 42000 PROGRAM SERVICE SUPPORT 0 SUASION INSIGHTS LLC OWNED BY HEATHER HIGGINS, FORMER BOARD MEMBER AS OF 9/19 25667 PROGRAM SERVICE SUPPORT 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. MANAGEMENT REVIEWS THE DRAFT RETURN PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE AND PROVIDES A FULL COPY TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS ALL STAFF AND BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE FINANCE COMMITTEE PREPARES A RECOMMENDATION FOR THE PRESIDENT AND CEO'S COMPENSATION TO THE FULL BOARD AFTER REVIEWING PUBLICLY DISCLOSED COMPENSATION FIGURES FOR CEOS OF COMPARABLE ORGANIZATIONS. THE FULL BOARD DISCUSSES COMPARABILITY DATA AND DELIBERATES ON THE DECISION. A VOTE OF THE FULL BOARD IS TAKEN AND IS DOCUMENTED IN THE BOARD MEETING MINUTES. THE PRESIDENT AND CEO'S COMPENSATION WAS MOST RECENTLY DETERMINED WHEN HIRED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTING AND RESEARCH FEES: PROGRAM SERVICE EXPENSES 1,085,627. MANAGEMENT AND GENERAL EXPENSES 31,150. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,116,777. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE PLEDGE -140,000.