The Philanthropy Roundtable Inc
The Philanthropy Roundtable Inc shows consistent revenue and asset growth, but liabilities have significantly increased.
EIN: 132943020 · Washington, DC · NTEE: T50Z · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $23.0M |
| Total Expenses | $11.0M |
| Program Spending | 70% |
| CEO/Top Officer Pay | $10M |
| Net Assets | $12.2M |
| Transparency Score | 65/100 |
Is The Philanthropy Roundtable Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
The Philanthropy Roundtable Inc directs 70% of its spending to programs. This meets the industry benchmark of 65% for efficient nonprofits.
About The Philanthropy Roundtable Inc
The Philanthropy Roundtable Inc (EIN: 132943020) is a nonprofit organization based in Washington, DC, classified under NTEE code T50Z. The organization reported total revenue of $23.0M and total assets of $22.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Philanthropy Roundtable Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The Philanthropy Roundtable Inc is a large nonprofit that has been operating for 48 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 2.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $11.0M |
| Total Expenses | $11.0M |
| Surplus / Deficit | $-3,392 |
| Total Assets | $20.4M |
| Total Liabilities | $8.2M |
| Net Assets | $12.2M |
| Operating Margin | -0.0% |
| Debt-to-Asset Ratio | 40.4% |
| Months of Reserves | 22.3 months |
Financial Health Grade: B
In 2023, The Philanthropy Roundtable Inc reported a deficit of $3K with expenses exceeding revenue, holds 22.3 months of operating reserves (strong position), has a debt-to-asset ratio of 40.4% (moderate leverage).
Financial Trends
Over 13 years of filings (2011–2023), The Philanthropy Roundtable Inc's revenue has grown at a compound annual growth rate (CAGR) of 2.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -0.8% | -11.2% | +28.5% |
| 2022 | +5.6% | +18.5% | -5.1% |
| 2021 | +6.8% | +20.4% | +3.9% |
| 2020 | +7.9% | +4.8% | +14.4% |
| 2019 | +8.2% | -4.3% | +13.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1978 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates The Philanthropy Roundtable Inc with a Mission Score of 65 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 20%
- programs: 70%
- fundraising: 10%
According to IRS 990 filings, The Philanthropy Roundtable Inc allocates its expenses as follows: admin: 20%, programs: 70%, fundraising: 10%. Approximately 70% goes to programs, indicating moderate mission focus.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $3K, with expenses exceeding revenue.
- Debt-to-asset ratio: 40.4%.
Executive Compensation Analysis
The IRS 990 filings consistently report 'Officer Comp=0%', indicating that the organization does not directly report compensation for its officers on Part VII of the Form 990. This could mean officers are uncompensated, compensated by a related entity, or fall below reporting thresholds, which limits direct assessment of executive compensation relative to the organization's size and $10M+ annual expenses.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of The Philanthropy Roundtable Inc's IRS 990 filings:
- Significant increase in liabilities from $339,031 in 2014 to $8,233,558 in 2023 without clear explanation.
- Consistent reporting of 'Officer Comp=0%' on IRS 990s, which can obscure the full picture of leadership compensation.
- Lack of detailed expense breakdown (program, admin, fundraising) in the provided data, hindering efficiency assessment.
Strengths
The following positive indicators were identified for The Philanthropy Roundtable Inc:
- Consistent revenue generation, generally matching or exceeding expenses over the past decade.
- Steady growth in assets, increasing from $11.2M in 2014 to $20.3M in 2023, indicating financial stability.
- Long filing history (13 filings) suggests consistent compliance with IRS reporting requirements.
Frequently Asked Questions about The Philanthropy Roundtable Inc
Is The Philanthropy Roundtable Inc a legitimate charity?
The Philanthropy Roundtable Inc (EIN: 132943020) is a registered tax-exempt nonprofit based in Washington DC. Our AI analysis gives it a Mission Score of 65/100. It has 13 years of IRS 990 filings on record. Total revenue: $23.0M. 3 red flags identified. 3 strengths noted. Financial health grade: B.
How does The Philanthropy Roundtable Inc spend its money?
The Philanthropy Roundtable Inc directs 70% of its spending to programs and services. Fundraising costs 10%. This meets the 65% industry benchmark.
Are donations to The Philanthropy Roundtable Inc tax-deductible?
The Philanthropy Roundtable Inc is registered as a tax-exempt nonprofit (EIN: 132943020). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the The Philanthropy Roundtable Inc CEO make?
The Philanthropy Roundtable Inc's highest-compensated officer earns $10M annually. The organization reported $23.0M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of The Philanthropy Roundtable Inc's spending goes to programs?
The Philanthropy Roundtable Inc directs 70% to programs, 10% to fundraising. This meets the 65% industry benchmark for efficient nonprofits.
How does The Philanthropy Roundtable Inc compare to similar nonprofits?
With a transparency score of 65/100 (Good), The Philanthropy Roundtable Inc is above average for NTEE category T50Z nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is The Philanthropy Roundtable Inc located?
The Philanthropy Roundtable Inc is headquartered in Washington, Washington DC and files with the IRS under EIN 132943020. It is classified under NTEE code T50Z.
How many years of IRS 990 filings does The Philanthropy Roundtable Inc have?
The Philanthropy Roundtable Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $23.0M in total revenue.
Why have liabilities increased from $339,031 in 2014 to $8,233,558 in 2023?
The provided data shows a substantial increase in liabilities, from $339,031 in 2014 to $8,233,558 in 2023. Understanding the nature of these liabilities (e.g., loans, deferred revenue, payables) is crucial for a complete financial assessment.
What is the detailed breakdown of program, administrative, and fundraising expenses?
The provided data lacks a detailed breakdown of how expenses are allocated between programs, administration, and fundraising. This information is essential to assess spending efficiency and program focus.
How are officers compensated if 'Officer Comp=0%' is consistently reported?
The consistent reporting of 'Officer Comp=0%' on the IRS 990 filings raises questions about how the organization's leadership is compensated, as it suggests compensation is not reported in the standard section for officers, directors, trustees, and key employees.
What is the organization's strategy for managing its growing assets and liabilities?
With assets growing from $11.2M in 2014 to $20.3M in 2023, alongside a significant increase in liabilities, understanding the organization's financial management strategy is important.
Filing History
IRS 990 filing history for The Philanthropy Roundtable Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), The Philanthropy Roundtable Inc's revenue has grown by 39.9%, moving from $7.8M to $11.0M. Total assets increased by 107.2% over the same period, from $9.8M to $20.4M. Total functional expenses rose by 84.1%, from $6.0M to $11.0M. In its most recent filing year (2023), The Philanthropy Roundtable Inc reported a deficit of $3K, with expenses exceeding revenue. The organization holds $8.2M in liabilities against $20.4M in assets (debt-to-asset ratio: 40.4%), resulting in net assets of $12.2M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $11.0M | $11.0M | $20.4M | $8.2M | — | — |
| 2022 | $11.1M | $12.4M | $15.9M | $4.1M | — | — |
| 2021 | $10.5M | $10.4M | $16.7M | $1.7M | — | View 990 |
| 2020 | $9.8M | $8.7M | $16.1M | $1.6M | — | — |
| 2019 | $9.1M | $8.3M | $14.1M | $1.5M | — | View 990 |
| 2018 | $8.4M | $8.6M | $12.3M | $1.5M | — | View 990 |
| 2017 | $8.8M | $8.9M | $13.4M | $1.8M | — | View 990 |
| 2016 | $8.6M | $8.7M | $12.8M | $1.6M | — | View 990 |
| 2015 | $9.4M | $8.4M | $11.7M | $633K | — | View 990 |
| 2014 | $7.7M | $7.1M | $11.3M | $339K | — | View 990 |
| 2013 | $5.7M | $6.4M | $10.8M | $294K | — | View 990 |
| 2012 | $6.9M | $6.1M | $10.9M | $286K | — | View 990 |
| 2011 | $7.8M | $6.0M | $9.8M | $194K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $11.0M, expenses of $11.0M, and assets of $20.4M (revenue -0.8% year-over-year).
- 2022: Revenue of $11.1M, expenses of $12.4M, and assets of $15.9M (revenue +5.6% year-over-year).
- 2021: Revenue of $10.5M, expenses of $10.4M, and assets of $16.7M (revenue +6.8% year-over-year).
- 2020: Revenue of $9.8M, expenses of $8.7M, and assets of $16.1M (revenue +7.9% year-over-year).
- 2019: Revenue of $9.1M, expenses of $8.3M, and assets of $14.1M (revenue +8.2% year-over-year).
- 2018: Revenue of $8.4M, expenses of $8.6M, and assets of $12.3M (revenue -4.8% year-over-year).
- 2017: Revenue of $8.8M, expenses of $8.9M, and assets of $13.4M (revenue +2.6% year-over-year).
- 2016: Revenue of $8.6M, expenses of $8.7M, and assets of $12.8M (revenue -8.6% year-over-year).
- 2015: Revenue of $9.4M, expenses of $8.4M, and assets of $11.7M (revenue +21.5% year-over-year).
- 2014: Revenue of $7.7M, expenses of $7.1M, and assets of $11.3M (revenue +34.8% year-over-year).
- 2013: Revenue of $5.7M, expenses of $6.4M, and assets of $10.8M (revenue -16.2% year-over-year).
- 2012: Revenue of $6.9M, expenses of $6.1M, and assets of $10.9M (revenue -12.6% year-over-year).
- 2011: Revenue of $7.8M, expenses of $6.0M, and assets of $9.8M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The Philanthropy Roundtable Inc:
Data Sources and Methodology
This transparency report for The Philanthropy Roundtable Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.