2020-05-08T16:12:47-05:00 2019-12-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2019-01-01 132943020 THE PHILANTHROPY ROUNDTABLE PHIL 2028228333 1120 20TH STREET NW NO 550S WASHINGTON DC 20036 ADAM MEYERSON PRESIDENT 2028228333 2020-05-08 1 R MICHAEL SORRELLS P00001737 2022932200 108.48.150.90 2020-05-08 16:12:44 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1FE53BDFCB5A9E7ADF2C1FAEFD07FCB2349EA307 2019 2020-09-23 17:36:50Z ADAM MEYERSON 1120 20TH STREET NW NO 550S WASHINGTON DC 20036 9087146 0 X WWW.PHILANTHROPYROUNDTABLE.ORG X 1978 DC 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. 8 8 42 184 18900 -1560 7558075 8242642 495719 492786 294459 298512 46509 53206 8394762 9087146 200000 200000 0 0 4962817 4341107 0 95693 527110 3468886 3623882 8631703 8260682 -236941 826464 12348521 14064355 1450664 1450986 10897857 12613369 X THE PHILANTHROPY ROUNDTABLE PURSUES A MISSION TO FOSTER EXCELLENCE IN PHILANTHROPY, PROTECT PHILANTHROPIC FREEDOM, AND HELP DONORS ADVANCE LIBERTY, OPPORTUNITY, AND PERSONAL RESPONSIBILITY. 1 0 3244938 200000 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. 1185291 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. 938231 454327 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. 811228 18900 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. 538395 PHILANTHROPIC RELATIONS: TO PROVIDE ONE-ON-ONE CONSULTATION OF GOVERNANCE ISSUES AND BEST PRACTICES IN CHARITABLE GIVING. 303871 19559 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. 1653494 38459 7021954 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 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 52 0 1 42 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 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 OR PA RI SC TN UT VA WA X SUZI MARCHENA 2028228333 1120 20TH STREET NW NO 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 X 0 0 0 HEATHER HIGGINS BOARD MEMBER (UNTIL 9/19) 1.00 X 0 0 0 FRED KLIPSCH BOARD MEMBER 1.00 X 0 0 0 SUSIE KOVNER BOARD MEMBER 1.00 X 0 0 0 TOM LEWIS BOARD MEMBER (AS OF 5/19) 1.00 X 0 0 0 ELISE WESTHOFF BOARD MEMBER (AS OF 5/19) 1.00 X 0 0 0 ADAM MEYERSON PRESIDENT 40.00 X 328000 0 115557 AMANDA ROSSIE CHIEF OPERATING OFFICER 40.00 X 229000 0 52140 KARL ZINSMEISTER VP, PUBLICATIONS 40.00 X 260000 0 68682 JOANNE FLORINO VP, PHILANTHROPIC SERVICES 40.00 X 142640 0 47526 KATHERINE HALEY SR. DIRECTOR, K-12 EDUCATION 40.00 X 180500 0 36666 CHRISTIE HERRERA ED, ALLIANCE FOR CHARITABLE EXCELLENCE 40.00 X 139694 0 17752 ADAM KISSEL DIRECTOR, CIVIC & HIGHER ED 40.00 X 159404 0 10716 SUZANNE MARCHENA DIRECTOR, FINANCE & HR 40.00 X 139476 0 60432 1578714 0 409471 10 0 1 0 URBAN SWIRSKI & ASSOCIATES 601 13TH STREET NW SUITE 950 WASHINGTON DC 20005 SELF DEFENSE LOBBYING AND EDUCATION 395950 AMERICAN PHILANTHROPIC 119 N HIGH STREET WEST CHESTER PA 19380 STRATEGIC PLAN AND FUNDRAISING CONSULTIN 120978 HILLTOP CONSULTANTS 1990 K STREET NW SUITE 600 WASHINGTON DC 20006 IT SERVICES 118897 3 8242642 8242642 REGISTRATION FEES 541900 454327 454327 PUBLICATION SALES 900099 38459 19559 18900 492786 298512 298512 MISCELLANEOUS INCOME 900099 53206 53206 53206 9087146 473886 18900 351718 200000 200000 1062242 877521 120858 63863 2481332 2049837 282315 149180 131795 108876 14995 7924 429031 354424 48813 25794 236707 195545 26931 14231 49529 41569 5391 2569 24000 20143 2612 1245 270656 227159 29459 14038 95693 95693 26526 26526 718851 683640 35211 347299 283496 5386 58417 193261 168137 11596 13528 600531 522462 36032 42037 324328 307962 12332 4034 685501 670602 14576 323 120751 105053 7245 8453 27641 27641 AUTHOR FEES 70280 65180 5100 DUES & SUBSCRIPTIONS 70047 49377 628 20042 PRODUCT & DESIGN 40467 40285 182 SEMINARS & TRAINING 34520 31346 2535 639 19694 19340 354 8260682 7021954 711618 527110 1375347 1798180 237500 278600 1465073 1571500 4681 18436 105098 138597 916198 298571 699964 617627 8277714 9496685 99284 60870 83860 83860 12348521 14064355 130732 212292 9350 11900 1310582 1226794 1450664 1450986 X 9385838 9699522 1512019 2913847 10897857 12613369 12348521 14064355 826464 889048 0 X 0 1 X 1 0 X 8170137 7921367 8213775 7558075 8242642 40105996 8170137 7921367 8213775 7558075 8242642 40105996 1517266 38588730 234496 224765 234742 294459 298512 1286974 6172 2165 19355 46509 53206 127407 41520377 0.92940 0.92710 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 7983149 8016149 550807 137702 0 0 573584 587670 581392 550807 2293453 3440180 31000 42000 33000 33000 139000 143396 146918 145348 137702 573364 860046 31000 42000 33000 33000 139000 SCHEDULE C, PART II-A: $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). 903535 285908 617627 12663 12663 0 617627 DEFERRED RENT 1226794 1226794 9949668 889048 889048 9060620 26526 26526 9087146 8234156 0 8234156 26526 26526 8260682 X 0 AMERICAN PHILANTHROPIC 119 N HIGH STREET WEST CHESTER PA 19380 FUNDRAISING CONSULTANT 0 0 59065 -59065 ELIZABETH GULUGIAN 7425 ELGAR STREET SPRINGFIELD VA 22151 FUNDRAISING CONSULTANT 0 0 36628 -36628 95693 -95693 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 PARTNERSHIP SCHOOLS 1011 FIRST AVENUE SUITE 1800 NEW YORK NY 10022 133976873 501(C)(3) 200000 SIMON PRIZE AWARD 1 0 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 0 0 0 0 0 0 0 0 0 ADAM MEYERSON PRESIDENT 298000 0 30000 0 0 0 83125 0 36075 0 447200 0 0 0 AMANDA ROSSIE CHIEF OPERATING OFFICER 179000 0 50000 0 0 0 27000 0 27912 0 283912 0 0 0 KARL ZINSMEISTER VP, PUBLICATIONS 255000 0 5000 0 0 0 38250 0 32880 0 331130 0 0 0 JOANNE FLORINO VP, PHILANTHROPIC SERVICES 142640 0 0 0 0 0 36450 0 13524 0 192614 0 0 0 KATHERINE HALEY SR. DIRECTOR, K-12 EDUCATION 173000 0 7500 0 0 0 25950 0 13164 0 219614 0 0 0 CHRISTIE HERRERA ED, ALLIANCE FOR CHARITABLE EXCELLEN 124694 0 15000 0 0 0 0 0 19805 0 159499 0 0 0 ADAM KISSEL DIRECTOR, CIVIC & HIGHER ED 154404 0 5000 0 0 0 0 0 13164 0 172568 0 0 0 SUZANNE MARCHENA DIRECTOR, FINANCE & HR 137476 0 2000 0 0 0 27300 0 37080 0 203856 0 0 0 ASHDOWN FOREST STRATEGIES OWNED BY HEAHTER HIGGINS, FORMER BOARD MEMBER AS OF 9/19 14000 PROGRAM SERVICE SUPPORT 0 SUASION INSIGHTS LLC OWNED BY HEATHER HIGGINS, FORMER BOARD MEMBER AS OF 9/19 16667 PROGRAM SERVICE SUPPORT 0 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.