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Research and Public Policy : Social and Public Policy Research

The Philanthropy Roundtable

Strengthening our free society

four stars

91.97

1120 20th Street NW Suite 550 South
Washington, DC 20036
tel: (202) 822-8333   Web Site
EIN: 13-2943020

Board Leadership
Daniel S. Peters
Interim Chairman

CEO
Adam Meyerson
President

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 91.97 four stars
  Financial 97.22 four stars
  Accountability & Transparency 89.00 three stars
This rating was published 11/01/2018 and includes data from FY2017, the most recent 990 received at that time.

The Philanthropy Roundtable traces its origins to the 1970s, when it began as a small, informal network of grantmakers committed to fostering a greater respect for donor intent and encouraging private, voluntary solutions to society's most pressing challenges. Today, The Philanthropy Roundtable is America's leading network of charitable donors working to strengthen our free society, uphold donor intent, and protect the freedom to give. Our members include individual philanthropists, families, and private foundations.

The Philanthropy Roundtable traces its origins to the 1970s, when it began as a small, informal network of grantmakers committed to fostering a greater respect for donor intent and encouraging private, voluntary solutions to society's most pressing challenges. Today, The Philanthropy Roundtable is America's leading network of charitable donors working to strengthen our free society, uphold donor intent, and protect the freedom to give. Our members include individual philanthropists, families, and private foundations.

Impact Information

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Financial

four stars

97.22

Accountability & Transparency

three stars

89.00

This rating was published 11/01/2018 and includes data from FY2017, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
86.9%
  Administrative Expenses 7.7%
  Fundraising Expenses 5.3%
  Fundraising Efficiency $0.05
  Working Capital Ratio (years) 1.33
  Program Expenses Growth 8.7%
  Liabilities to Assets 13.6%
All data for Financial Performance Metrics calculations was provided by The Philanthropy Roundtable on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The Philanthropy Roundtable on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Philanthropy Roundtable (DC) 91.97 four stars
Washington Policy Center (WA) 85.98 three stars
Mackinac Center (MI) 92.92 four stars
Center on Policy Initiatives (CA) 91.84 four stars
AAA Foundation for Traffic Safety (DC) 92.02 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $8,213,775
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $8,213,775
   Program Service Revenue $351,186
Total Primary Revenue $8,564,961
   Other Revenue $254,097
TOTAL REVENUE $8,819,058
   
EXPENSES  
   Program Expenses $7,808,195
   Administrative Expenses $623,641
   Fundraising Expenses $486,017
TOTAL FUNCTIONAL EXPENSES $8,917,853
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-98,795
   
Net Assets $11,588,105

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Individualized Service for Strategic Collaboration $4,097,408 52.5%
Alliance for Charitable Reform $1,043,320 13.4%
Annual Meeting $950,519 12.2%

Ratings History
The Philanthropy Roundtable has received 3 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-12 11/01/2018 91.97 four stars
2016-12 02/01/2018 92.02 four stars
2015-12 03/01/2017 92.22 four stars
2014-12 06/01/2016 89.33 three stars
 
CN 2.0
2014-12 11/01/2015 88.62 three stars
2013-12 05/01/2015 85.88 three stars
2012-12 12/01/2013 88.98 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 13-2943020
Name in IRS Master File PHILANTHROPY ROUNDTABLE
NTEE Code T50
NTEE Classification Philanthropy, Charity, Voluntarism Promotion, General
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (521) Economic-political system of U.S.
(602) Gifts, grants, or loans to other organizations
(603) Non-financial services of facilities to other organizations
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date July, 1978
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012
Compensation % of Expenses Paid to Title
$337,500 3.78% Adam Meyerson President

Highly Rated

Charity Name & State Overall Score Overall Rating
The Philanthropy Roundtable (DC) 91.97 four stars
National Consumers League (DC) 86.45 three stars
Alliance for Aging Research (DC) 89.69 three stars
National Employment Law Project (NY) 92.22 four stars
North Carolina Justice Center (NC) 92.22 four stars

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Charity Contact Info

The Philanthropy Roundtable
1120 20th Street NW
Suite 550 South
Washington, DC 20036
tel: (202) 822-8333
fax: (202) 822-8325
EIN: 13-2943020

Visit Web Site

Board Leadership

Daniel S. Peters
Interim Chairman

CEO

Adam Meyerson
President

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