Philanthropy & Grantmaking
(T50Z)
990 on File
THE PHILANTHROPY ROUNDTABLE INC
Financial strength (30%)
89/100
Reliability (20%)
55/100
Effectiveness (25%)
85/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$11.0M
Total Revenue
$11.0M
Total Expenses
$12.2M
Net Assets
42
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
76.4%
Fundraising Efficiency
N/A
Operating Reserve
13.30x
Liability-to-Asset
40.4%
Revenue Diversification
91.9%
Executive Compensation
$1.5M
Compared with Peers
FY 2023
Compared with 1,312 similar organizations
(United States, Philanthropy & Grantmaking, $10M–$100M in expenses), FY 2023.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
76.4% | 92.2% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
14.4% | 6.3% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
9.3% | 2.2% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
13.3 mo | 71.3 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
40.4% | 2.3% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
91.9% | 89.9% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
-0.8% | 1.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-11.2% | 10.7% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
0.0% | -0.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $11.0M | $11.0M | $12.2M | 76.4% | 42 |
| 2022 | $11.1M | $12.4M | $11.8M | 76.6% | 46 |
| 2021 | $10.5M | $10.4M | N/A | — | 52 |
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