Charity Impact Media

Home › Philanthropy, voluntarism & grantmaking

The Philanthropy Roundtable

Washington, DC · EIN 13-2943020 · 501(c)(3) · Publicly supported organization (170(b)(1)(A)(vi))
Latest filing: Form 990 for calendar year 2024 (tax year 2024) · View the filing · Correct or respond

The Philanthropy Roundtable reported $12.5 million in revenue and $10.2 million in expenses for calendar year 2024. Of every $100 it spent, $76.03 went to program services, $16.70 to management and general costs and $7.27 to fundraising. Its largest source of revenue was contributions and grants: 88.4% of the total. The highest compensation it reported for one person was $395,004 (PRESIDENT & CEO, BOARD MEM). 19 people received more than $100,000 in reportable compensation. Revenue rose 37% between 2019 and 2024. Source: Form 990, 2024.

Where $100 of spending went

Calendar year 2024 · Form 990, Part IX, line 25 · total expenses $10M

For context, the median across 1,001 covered philanthropy, voluntarism & grantmaking charities: $91.65 programs, $6.50 management, $1.85 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

Calendar year 2024 · Form 990, Part VIII · total revenue $12M

The 990 scorecard · same measures for every charity, no grades

2024 filing. Median across 1,001 covered charities in this category, from their latest filings.
Measure2024Median
Program services
Part IX 25(B) ÷ 25(A)
76.0%90.2%
Management & general
Part IX 25(C) ÷ 25(A)
16.7%6.4%
Fundraising
Part IX 25(D) ÷ 25(A)
7.3%1.8%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
$0.07$0.02
Contributions & grants share of revenue
Part VIII 1h ÷ 12
88.4%79.9%
Government grants share of revenue
Part VIII 1e ÷ 12
0.0%0.0%
Program service revenue share
Part VIII 2g ÷ 12
4.0%0.0%
Highest reported compensation
Part VII-A, columns D–F
$395,004$325,675
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
3.87%1.56%
People paid over $100,000
Part VII, line 2
193
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
16.956.6
Independent voting board members
Part VI 1a–1b
6 of 7100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

2024 · Form 990, Part III · the three largest programs by expense
$2.8M expenses · 36.6% of program spending · grants $200K

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

$4.0M expenses · 51.9% of program spending · grants $299

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

$888K expenses · 11.4% of program spending · revenue $517K

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

Highest reported compensation

2024 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
PRESIDENT & CEO, BOARD MEM
Director/trustee, officer, 40.00 hrs/week
$346,194$0$48,810$395,004
SENIOR VICE PRESIDENT
Key employee, 40.00 hrs/week
$278,664$0$46,925$325,589
SENIOR VICE PRESIDENT
Key employee, 40.00 hrs/week
$237,580$0$30,967$268,547
VICE PRESIDENT OF FINANCE
Officer, 40.00 hrs/week
$214,314$0$42,026$256,340
VICE PRESIDENT, PROGRAMS A
Highest compensated employee, 40.00 hrs/week
$196,530$0$47,225$243,755
VICE PRESIDENT, STRATEGIC
Highest compensated employee, 40.00 hrs/week
$184,174$0$37,584$221,758
MEYERSON DISTINGUISHED FEL
Highest compensated employee, 40.00 hrs/week
$178,511$0$27,136$205,647
DIRECTOR OF INFORMATION TE
Highest compensated employee, 40.00 hrs/week
$166,300$0$20,080$186,380

19 people received more than $100,000 in reportable compensation from The Philanthropy Roundtable (Part VII, line 2). Compensation of current officers, directors and key employees totaled $1.2M (Part IX, line 5).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpenses
$0$5.0M$10M$15M$20M201920202021202220232024$12M$10M
FilingRevenueExpensesProgramsNet assetsTop pay
2024 ⓘ$12M$10M76.0%$14M$395,004
2023 ⓘ$11M$11M76.4%$12M$393,991
2022 ⓘ$11M$12M76.6%$12M$446,139
2021 ⓘ$10M$10M79.8%$15M$389,535
2020 ⓘ$9.8M$8.7M83.7%$14M$403,145
2019 ⓘ$9.1M$8.3M85.0%$13M$443,557

Governance answers, as filed

2024 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b7 · 6 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13Yes
  • Document retention policy Part VI 14Yes
  • Independent process for top executive pay Part VI 15aYes
  • Board given the 990 before filing Part VI 11aYes
  • Family or business ties among insiders Part VI 2No
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4Yes
  • Over $15,000 of professional fundraising services Part IV 18No
  • Over $10,000 of activity outside the U.S. Part IV 14bNo
  • Employees Part I, line 542
  • Volunteers Part I, line 66

Largest outside contractors

2024 · Form 990, Part VII, Section B · businesses only
ARTICLE ONE GROUP
Self-defense lobbying services
$135,365

Individuals listed as contractors are left out. 3 contractors were paid more than $100,000 in all.

Private foundation grants it received

135 private foundations reported grants to The Philanthropy Roundtable totaling $5.1M on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.

Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.

Correct a figure or respond

Every number above is copied from The Philanthropy Roundtable's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for The Philanthropy Roundtable, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All philanthropy, voluntarism & grantmaking charities · Largest charities in District of Columbia

Questions people ask

How much of The Philanthropy Roundtable's spending goes to programs?

In calendar year 2024, The Philanthropy Roundtable reported that 76.0% of its $10.2 million in expenses went to program services, 16.7% to management and general and 7.3% to fundraising (Form 990, Part IX).

How much does The Philanthropy Roundtable pay its top executive?

The largest total compensation The Philanthropy Roundtable reported for one person in calendar year 2024 was $395,004, for the role of PRESIDENT & CEO, BOARD MEM (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does The Philanthropy Roundtable get its money?

Of $12.5 million in revenue in calendar year 2024, 88.4% came from contributions and grants and 4.0% from program service revenue (Form 990, Part VIII).

Is The Philanthropy Roundtable a registered charity?

The IRS lists EIN 13-2943020 as a 501(c)(3) organization (publicly supported organization (170(b)(1)(a)(vi))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • 2024: Form 990 for calendar year 2024, object 202533089349302958 · read the filing · XML
  • 2023: Form 990 for calendar year 2023, object 202443129349302149 · read the filing
  • 2022: Form 990 for calendar year 2022, object 202331809349301703 · read the filing
  • 2021: Form 990 for calendar year 2021, object 202221599349300517 · read the filing
  • 2020: Form 990 for calendar year 2020, object 202131379349305893 · read the filing
  • 2019: Form 990 for calendar year 2019, object 202011299349302301 · read the filing

All filings for EIN 13-2943020: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.