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The Philanthropy Roundtable

Learn about this cause: What are the reviews? Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 132943020 ✦ Washington, DC ✦ Designated as a 501(c)(3)

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Overview

What is The Philanthropy Roundtable?

The Philanthropy Roundtable is a nonprofit organization based in Washington, D.C., specifically at 1120 20th Street NW 550S. Its mission is to foster excellence in philanthropy, safeguard philanthropic freedom, and assist donors in promoting liberty, opportunity, and personal responsibility. They achieve this by offering strategic, operational, and charitable investment advice to philanthropic donors. The Philanthropy Roundtable's focus areas include strengthening communities, creating pathways to opportunity, and promoting America's founding principles. With a staff of 46 individuals, they strive to build and sustain a robust American philanthropic movement that upholds our free society.


Official website here: www.philanthropyroundtable.org

What are the reviews and ratings of this charity?

Charity Navigator Rating: 97% (Four-Star out of Four Star rating) from Charity Navigator.

The Philanthropy Roundtable has achieved a remarkable 97% score, reflecting strong performance in accountability and finance. This high rating is based solely on the organization's commitment to transparent governance, highlighted by a board composed of 90% independent members and robust financial oversight, including a comprehensive audit and oversight committee.

Strengths of the organization include its effective financial management and efficient fundraising practices, with a fundraising efficiency ratio of $0.08 and a program expense ratio of 79.59%. The organization maintains a solid balance sheet, indicated by a liabilities to assets ratio of 25.70%, which speaks to its fiscal health and stability.

While the data does not indicate any significant limitations, the focus on financial accountability suggests a strong emphasis on governance processes. Overall, The Philanthropy Roundtable exemplifies a well-managed nonprofit that prioritizes transparency and effective use of resources.


This AI summary has been generated from information found on Charity Navigator.

Is The Philanthropy Roundtable legitimate?

The Philanthropy Roundtable is a legitimate nonprofit organization registered as a 501(c)(3) entity. The Philanthropy Roundtable submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $914,876
Professional Fundraising Fees: $34,476
Other Salaries and Wages: $3,630,993

For more financial information, click here


Official website here: www.philanthropyroundtable.org

What is the mission statement of The Philanthropy Roundtable?

The Philanthropy Roundtable pursues a mission to enhance the quality of philanthropy, safeguard philanthropic freedom, and assist donors in promoting liberty, opportunities, and personal responsibility. Their vision is to cultivate a robust American philanthropic movement that strengthens our free society. To realize this vision, they focus on fostering excellence in philanthropy, protecting philanthropic freedoms, and helping donors contribute to societal advancements in liberty, opportunities, and personal responsibility.


Official website here: www.philanthropyroundtable.org

Who is the CEO of The Philanthropy Roundtable?

Christie Herrera is the Chairman of The Philanthropy Roundtable. The CEO's salary of The Philanthropy Roundtable is $406,069 and their total compensation is $446,139.


Official website here: www.philanthropyroundtable.org

What is the revenue of The Philanthropy Roundtable?

The Philanthropy Roundtable's revenue in 2022 was $11,055,810.


Official website here: www.philanthropyroundtable.org

Who are the executives of The Philanthropy Roundtable and what are their salaries?

The average compensation at The Philanthropy Roundtable during 2022 was $98,823. There are 46 employees at The Philanthropy Roundtable.


Here are 17 key members and their salaries (The Philanthropy Roundtable's CEO's salary is $406,069 and their total compensation is $446,139):


Richard Graber (Chairman)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Stover (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Heather Templeton Dill (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Cason Carter (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Jackson (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Fred Klipsch (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Vivek Ramaswamy (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Hanna Skandera (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Tyler (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Elise Westhoff (President & Ceo, Board Member)
  • Compensation: $406,069
  • Related: $0
  • Other: $40,070
Jenny Kim Until July 15 2022 (Vice President, Operations & General Counsel)
  • Compensation: $163,794
  • Related: $0
  • Other: $13,803
Christie Herrera (Vice President, Policy & Government Affairs)
  • Compensation: $263,518
  • Related: $0
  • Other: $40,856
Windle Jarvis (Vice President, Development)
  • Compensation: $260,284
  • Related: $0
  • Other: $22,994
Jessica Browning (Vice President, Conferences & Events)
  • Compensation: $235,294
  • Related: $0
  • Other: $36,325
Micah Sagebiel (Vice President Of Programs)
  • Compensation: $186,612
  • Related: $0
  • Other: $44,129
Annie Dunn (Vice President Of Marketing & Communications)
  • Compensation: $178,284
  • Related: $0
  • Other: $28,748
Joanne Volpe (Meyerson Distinguished Fellow In Phil Excellence)
  • Compensation: $171,043
  • Related: $0
  • Other: $31,474


Official website here: www.philanthropyroundtable.org

Where can I find the form 990 for The Philanthropy Roundtable?

The Philanthropy Roundtable's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.philanthropyroundtable.org

Learn more at the official website: www.philanthropyroundtable.org

Mission Statement of The Philanthropy Roundtable

The Philanthropy Roundtable, an esteemed organization, is dedicated to promoting excellence in philanthropy and safeguarding philanthropic freedom. Their ultimate goal is to foster a thriving American philanthropic movement that fortifies our free society. To accomplish this vision, the Philanthropy Roundtable focuses on three main objectives: fostering excellence in philanthropy, protecting philanthropic freedom, and aiding donors in advancing liberty, opportunity, and personal responsibility. By pursuing this mission, they aim to empower donors to contribute positively to society, fostering a strong and free nation.

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Impact




August, 2024

The Philanthropy Roundtable's impact lies in fostering excellence in philanthropy, protecting philanthropic freedom, and helping donors promote liberty, opportunity, and personal responsibility. The organization strategically supports philanthropic donors in their charitable investments, with a focus on strengthening American communities, creating pathways to opportunity, and promoting the country's founding principles. Their vision is to build and sustain a vibrant American philanthropic movement that bolsters our free society.




This information is meant to be a general summary of The Philanthropy Roundtable. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$11,055,810 (2022)
Expenses
$12,354,593 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $244,292
  • Program Service Revenue: $379,295
  • Gross Receipts: $14,515,031

Assets and Liabilities:

  • Total Assets: $15,866,636
  • Total Liabilities: $4,077,916
  • Net Assets: $11,788,720

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

REGISTRATION FEES

Revenue

$379,295

Organization Details

Founding Year

1978

Principal Officer

Christie Herrera

Main Address

1120 20TH STREET NW 550S, WASHINGTON, DC, 20036

NTEE Category

Code: T50Z - Philanthropy

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