THE PHILANTHROPY ROUNDTABLE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE PHILANTHROPY ROUNDTABLE INC (EIN 13-2943020)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-08
- IRS object ID
- 202011299349302301
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-08T16:12:47-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132943020 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILANTHROPY ROUNDTABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 2028228333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 20TH STREET NW NO 550S | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM MEYERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2028228333 | PhoneNum |
| Signature | 2020-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R MICHAEL SORRELLS | PreparerPersonNm |
| PTIN | P00001737 | PTIN |
| Phone | 2022932200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.48.150.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-08 | IPDt |
| IP Tm | 16:12:44 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1FE53BDFCB5A9E7ADF2C1FAEFD07FCB2349EA307 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ADAM MEYERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 20TH STREET NW NO 550S | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,087,146 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHILANTHROPYROUNDTABLE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO FOSTER EXCELLENCE IN PHILANTHROPY, TO PROTECT PHILANTHROPIC FREEDOM, TO ASSIST DONORS IN ACHIEVING THEIR PHILANTHROPIC INTENT, AND TO HELP DONORS ADVANCE LIBERTY, OPPORTUNITY AND PERSONAL RESPONSIBILITY IN AMERICA AND ABROAD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 42 | TotalEmployeeCnt |
| Total Volunteers | 184 | TotalVolunteersCnt |
| Total Gross UBI | $18,900 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,560 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,558,075 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,242,642 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $495,719 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $492,786 | CYProgramServiceRevenueAmt |
| PY Investment Income | $294,459 | PYInvestmentIncomeAmt |
| CY Investment Income | $298,512 | CYInvestmentIncomeAmt |
| PY Other Revenue | $46,509 | PYOtherRevenueAmt |
| CY Other Revenue | $53,206 | CYOtherRevenueAmt |
| PY Total Revenue | $8,394,762 | PYTotalRevenueAmt |
| CY Total Revenue | $9,087,146 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $200,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $200,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,962,817 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,341,107 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $95,693 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $527,110 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,468,886 | PYOtherExpensesAmt |
| CY Other Expenses | $3,623,882 | CYOtherExpensesAmt |
| PY Total Expenses | $8,631,703 | PYTotalExpensesAmt |
| CY Total Expenses | $8,260,682 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$236,941 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $826,464 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,348,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,064,355 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,450,664 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,450,986 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,897,857 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,613,369 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PHILANTHROPY ROUNDTABLE PURSUES A MISSION TO FOSTER EXCELLENCE IN PHILANTHROPY, PROTECT PHILANTHROPIC FREEDOM, AND HELP DONORS ADVANCE LIBERTY, OPPORTUNITY, AND PERSONAL RESPONSIBILITY. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,244,938 | ExpenseAmt |
| Grant | $200,000 | GrantAmt |
| Desc | 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, CIVIC EDUCATION, ECONOMIC OPPORTUNITY, HEALTH, PHILANTHROPIC SERVICES AND VETERANS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,185,291 | ExpenseAmt |
| Desc | 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 PROMOTE PHILANTHROPIC EXCELLENCE SO DONORS CAN INVEST IN CAUSES THAT STRENGTHEN OUR COMMUNITIES, STATES, AND COUNTRY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $938,231 | ExpenseAmt |
| Revenue | $454,327 | RevenueAmt |
| Desc | 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 2019, 370 ATTENDEES PARTICIPATED IN 29 SESSIONS ON VARIOUS TOPICS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $811,228 | $18,900 | 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. |
| $538,395 | PHILANTHROPIC RELATIONS: TO PROVIDE ONE-ON-ONE CONSULTATION OF GOVERNANCE ISSUES AND BEST PRACTICES IN CHARITABLE GIVING. | |
| $303,871 | $19,559 | 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. A GUIDEBOOK WAS COMMISSIONED FOR DONOR INTENT AS WELL AS OTHER PUBLICATIONS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,653,494 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $38,459 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,021,954 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 42 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZI MARCHENA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028228333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 20TH STREET NW NO 550S | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| RICHARD GRABER | ||||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID STOVER | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HEATHER TEMPLETON DILL | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN JACKSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HEATHER HIGGINS | ||||||||
| BOARD MEMBER (UNTIL 9/19) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED KLIPSCH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSIE KOVNER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM LEWIS | ||||||||
| BOARD MEMBER (AS OF 5/19) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELISE WESTHOFF | ||||||||
| BOARD MEMBER (AS OF 5/19) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ADAM MEYERSON | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $328,000 | $0 | $115,557 | |||
| AMANDA ROSSIE | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $229,000 | $0 | $52,140 | |||
| KARL ZINSMEISTER | ||||||||
| VP, PUBLICATIONS | 40.00 | $260,000 | $0 | $68,682 | Yes (X) | |||
| JOANNE FLORINO | ||||||||
| VP, PHILANTHROPIC SERVICES | 40.00 | $142,640 | $0 | $47,526 | Yes (X) | |||
| KATHERINE HALEY | ||||||||
| SR. DIRECTOR, K-12 EDUCATION | 40.00 | $180,500 | $0 | $36,666 | Yes (X) | |||
| CHRISTIE HERRERA | ||||||||
| ED, ALLIANCE FOR CHARITABLE EXCELLENCE | 40.00 | $139,694 | $0 | $17,752 | Yes (X) | |||
| ADAM KISSEL | ||||||||
| DIRECTOR, CIVIC & HIGHER ED | 40.00 | $159,404 | $0 | $10,716 | Yes (X) | |||
| SUZANNE MARCHENA | ||||||||
| DIRECTOR, FINANCE & HR | 40.00 | $139,476 | $0 | $60,432 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,578,714 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $409,471 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| URBAN SWIRSKI & ASSOCIATES | |||||
| 601 13TH STREET NW SUITE 950 | WASHINGTON | DC | 20005 | SELF DEFENSE LOBBYING AND EDUCATION | $395,950 |
| AMERICAN PHILANTHROPIC | |||||
| 119 N HIGH STREET | WEST CHESTER | PA | 19380 | STRATEGIC PLAN AND FUNDRAISING CONSULTIN | $120,978 |
| HILLTOP CONSULTANTS | |||||
| 1990 K STREET NW SUITE 600 | WASHINGTON | DC | 20006 | IT SERVICES | $118,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $8,242,642 | AllOtherContributionsAmt |
| Total Contributions | $8,242,642 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| REGISTRATION FEES | 541900 | $454,327 | $454,327 | |
| PUBLICATION SALES | 900099 | $38,459 | $19,559 | $18,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $492,786 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $298,512 | TotalRevenueColumnAmt |
| Exclusion | $298,512 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $53,206 | TotalRevenueColumnAmt |
| Exclusion | $53,206 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $53,206 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,087,146 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $473,886 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $18,900 | UnrelatedBusinessRevenueAmt |
| Exclusion | $351,718 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,000 | TotalAmt |
| Program Services | $200,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,062,242 | TotalAmt |
| Program Services | $877,521 | ProgramServicesAmt |
| Management And General | $120,858 | ManagementAndGeneralAmt |
| Fundraising | $63,863 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,481,332 | TotalAmt |
| Program Services | $2,049,837 | ProgramServicesAmt |
| Management And General | $282,315 | ManagementAndGeneralAmt |
| Fundraising | $149,180 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,795 | TotalAmt |
| Program Services | $108,876 | ProgramServicesAmt |
| Management And General | $14,995 | ManagementAndGeneralAmt |
| Fundraising | $7,924 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,031 | TotalAmt |
| Program Services | $354,424 | ProgramServicesAmt |
| Management And General | $48,813 | ManagementAndGeneralAmt |
| Fundraising | $25,794 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,707 | TotalAmt |
| Program Services | $195,545 | ProgramServicesAmt |
| Management And General | $26,931 | ManagementAndGeneralAmt |
| Fundraising | $14,231 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,529 | TotalAmt |
| Program Services | $41,569 | ProgramServicesAmt |
| Management And General | $5,391 | ManagementAndGeneralAmt |
| Fundraising | $2,569 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,000 | TotalAmt |
| Program Services | $20,143 | ProgramServicesAmt |
| Management And General | $2,612 | ManagementAndGeneralAmt |
| Fundraising | $1,245 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,656 | TotalAmt |
| Program Services | $227,159 | ProgramServicesAmt |
| Management And General | $29,459 | ManagementAndGeneralAmt |
| Fundraising | $14,038 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,693 | TotalAmt |
| Fundraising | $95,693 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,526 | TotalAmt |
| Management And General | $26,526 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718,851 | TotalAmt |
| Program Services | $683,640 | ProgramServicesAmt |
| Management And General | $35,211 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,299 | TotalAmt |
| Program Services | $283,496 | ProgramServicesAmt |
| Management And General | $5,386 | ManagementAndGeneralAmt |
| Fundraising | $58,417 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,261 | TotalAmt |
| Program Services | $168,137 | ProgramServicesAmt |
| Management And General | $11,596 | ManagementAndGeneralAmt |
| Fundraising | $13,528 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,531 | TotalAmt |
| Program Services | $522,462 | ProgramServicesAmt |
| Management And General | $36,032 | ManagementAndGeneralAmt |
| Fundraising | $42,037 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,328 | TotalAmt |
| Program Services | $307,962 | ProgramServicesAmt |
| Management And General | $12,332 | ManagementAndGeneralAmt |
| Fundraising | $4,034 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $685,501 | TotalAmt |
| Program Services | $670,602 | ProgramServicesAmt |
| Management And General | $14,576 | ManagementAndGeneralAmt |
| Fundraising | $323 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,751 | TotalAmt |
| Program Services | $105,053 | ProgramServicesAmt |
| Management And General | $7,245 | ManagementAndGeneralAmt |
| Fundraising | $8,453 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,641 | TotalAmt |
| Management And General | $27,641 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| AUTHOR FEES | $70,280 | $65,180 | $5,100 | |
| DUES & SUBSCRIPTIONS | $70,047 | $49,377 | $20,042 | $628 |
| PRODUCT & DESIGN | $40,467 | $40,285 | $182 | |
| SEMINARS & TRAINING | $34,520 | $31,346 | $639 | $2,535 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,694 | TotalAmt |
| Program Services | $19,340 | ProgramServicesAmt |
| Management And General | $354 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,260,682 | TotalAmt |
| Program Services | $7,021,954 | ProgramServicesAmt |
| Management And General | $711,618 | ManagementAndGeneralAmt |
| Fundraising | $527,110 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,375,347 | BOYAmt |
| EOY | $1,798,180 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,500 | BOYAmt |
| EOY | $278,600 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,465,073 | BOYAmt |
| EOY | $1,571,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,681 | BOYAmt |
| EOY | $18,436 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,098 | BOYAmt |
| EOY | $138,597 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $916,198 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $298,571 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,964 | BOYAmt |
| EOY | $617,627 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,277,714 | BOYAmt |
| EOY | $9,496,685 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,284 | BOYAmt |
| EOY | $60,870 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,860 | BOYAmt |
| EOY | $83,860 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,348,521 | BOYAmt |
| EOY | $14,064,355 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,732 | BOYAmt |
| EOY | $212,292 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,350 | BOYAmt |
| EOY | $11,900 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,582 | BOYAmt |
| EOY | $1,226,794 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,450,664 | BOYAmt |
| EOY | $1,450,986 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,385,838 | BOYAmt |
| EOY | $9,699,522 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,512,019 | BOYAmt |
| EOY | $2,913,847 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,897,857 | BOYAmt |
| EOY | $12,613,369 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,348,521 | BOYAmt |
| EOY | $14,064,355 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $826,464 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $889,048 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,170,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,921,367 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,213,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,558,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,242,642 | CurrentTaxYearAmt |
| Total | $40,105,996 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,170,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,921,367 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,213,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,558,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,242,642 | CurrentTaxYearAmt |
| Total | $40,105,996 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,517,266 | SubstantialContributorsTotAmt |
| Public Support Total170 | $38,588,730 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $234,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $224,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $234,742 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $294,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $298,512 | CurrentTaxYearAmt |
| Total | $1,286,974 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,172 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,165 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,509 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,206 | CurrentTaxYearAmt |
| Total | $127,407 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,520,377 | TotalSupportAmt |
| Public Support CY170 | 0.92940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92710 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $33,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $33,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,983,149 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,016,149 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $550,807 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $137,702 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $573,584 | CurrentYearMinus3Amt |
| Current Year Minus2 | $587,670 | CurrentYearMinus2Amt |
| Current Year Minus1 | $581,392 | CurrentYearMinus1Amt |
| Current Year | $550,807 | CurrentYearAmt |
| Total | $2,293,453 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,440,180 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $31,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $42,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $33,000 | CurrentYearMinus1Amt |
| Current Year | $33,000 | CurrentYearAmt |
| Total | $139,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $143,396 | CurrentYearMinus3Amt |
| Current Year Minus2 | $146,918 | CurrentYearMinus2Amt |
| Current Year Minus1 | $145,348 | CurrentYearMinus1Amt |
| Current Year | $137,702 | CurrentYearAmt |
| Total | $573,364 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $860,046 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $31,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $42,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $33,000 | CurrentYearMinus1Amt |
| Current Year | $33,000 | CurrentYearAmt |
| Total | $139,000 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A: | FormAndLineReferenceDesc |
| Explanation | $237,656 OF DIRECT SELF-DEFENSE LOBBYING EXPENDITURES WERE NOT INCLUDED IN THIS SECTION AS THEY ARE EXCLUDED PER REG. 56-4911-2(C)(4). | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $903,535 | OtherCostOrOtherBasisAmt |
| Depreciation | $285,908 | DepreciationAmt |
| Book Value | $617,627 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,663 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,663 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $617,627 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $1,226,794 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,226,794 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,949,668 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $889,048 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $889,048 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,060,620 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $26,526 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $26,526 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,087,146 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,234,156 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,234,156 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $26,526 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $26,526 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,260,682 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN PHILANTHROPIC | ||||||||
| 119 N HIGH STREET | WEST CHESTER | PA | 19380 | FUNDRAISING CONSULTANT | 0 | $0 | $59,065 | -$59,065 |
| ELIZABETH GULUGIAN | ||||||||
| 7425 ELGAR STREET | SPRINGFIELD | VA | 22151 | FUNDRAISING CONSULTANT | 0 | $0 | $36,628 | -$36,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $95,693 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$95,693 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERSHIP SCHOOLS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1011 FIRST AVENUE SUITE 1800 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 133976873 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $200,000 | CashGrantAmt |
| Purpose Of Grant | SIMON PRIZE AWARD | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADAM MEYERSON | ||||||||||||||
| PRESIDENT | $298,000 | $0 | $30,000 | $0 | $0 | $0 | $83,125 | $0 | $36,075 | $0 | $447,200 | $0 | $0 | $0 |
| AMANDA ROSSIE | ||||||||||||||
| CHIEF OPERATING OFFICER | $179,000 | $0 | $50,000 | $0 | $0 | $0 | $27,000 | $0 | $27,912 | $0 | $283,912 | $0 | $0 | $0 |
| KARL ZINSMEISTER | ||||||||||||||
| VP, PUBLICATIONS | $255,000 | $0 | $5,000 | $0 | $0 | $0 | $38,250 | $0 | $32,880 | $0 | $331,130 | $0 | $0 | $0 |
| JOANNE FLORINO | ||||||||||||||
| VP, PHILANTHROPIC SERVICES | $142,640 | $0 | $0 | $0 | $0 | $0 | $36,450 | $0 | $13,524 | $0 | $192,614 | $0 | $0 | $0 |
| KATHERINE HALEY | ||||||||||||||
| SR. DIRECTOR, K-12 EDUCATION | $173,000 | $0 | $7,500 | $0 | $0 | $0 | $25,950 | $0 | $13,164 | $0 | $219,614 | $0 | $0 | $0 |
| CHRISTIE HERRERA | ||||||||||||||
| ED, ALLIANCE FOR CHARITABLE EXCELLEN | $124,694 | $0 | $15,000 | $0 | $0 | $0 | $0 | $0 | $19,805 | $0 | $159,499 | $0 | $0 | $0 |
| ADAM KISSEL | ||||||||||||||
| DIRECTOR, CIVIC & HIGHER ED | $154,404 | $0 | $5,000 | $0 | $0 | $0 | $0 | $0 | $13,164 | $0 | $172,568 | $0 | $0 | $0 |
| SUZANNE MARCHENA | ||||||||||||||
| DIRECTOR, FINANCE & HR | $137,476 | $0 | $2,000 | $0 | $0 | $0 | $27,300 | $0 | $37,080 | $0 | $203,856 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ASHDOWN FOREST STRATEGIES | |||
| OWNED BY HEAHTER HIGGINS, FORMER BOARD MEMBER AS OF 9/19 | $14,000 | PROGRAM SERVICE SUPPORT | 0 |
| SUASION INSIGHTS LLC | |||
| OWNED BY HEATHER HIGGINS, FORMER BOARD MEMBER AS OF 9/19 | $16,667 | PROGRAM SERVICE SUPPORT | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | IN 2019, THE ALLIANCE FOR CHARITABLE EXCELLENCE, A NEW PROJECT OF THE ROUNDTABLE, WAS BEGUN. WE ALSO ADDED CIVIC EDUCATION AS A PROGRAM. |
| 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'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'S COMPENSATION WAS MOST RECENTLY REVIEWED IN 2019. |
| 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. |
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