Akron Roundtable FY2021 filing

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Akron Roundtable brings speakers to Akron who inform, educate and stimulate listeners on topics of importance to the region, the country and the world.

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 34-1249338) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
65¢ of each $1 spent went to programs.
$43K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $8K a year · 6% of revenue · last 5 filings
A surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
65%
of spending
65% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$43K
to officers and key staff · 41% of spending
Pay to officers and key staff is 41% of spending.
Part VII, Section A
9.1 mo
of spending, in cash
Plus $164K in investments, Pt X · Ln 11–13
9.1 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$450
0.2% of total assets
Liabilities are 0.2% of assets.
Pt X · Ln 26
Independent board members
35
of 35 voting members
35 of 35 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$114K
+30% vs prior year
Spent
$103K
To programs
65%
Net assets
$242K
By yearFY2020–FY2024
Revenue
$114K
FY2021▲ +30%
Tap a bar for its year
Revenue by fiscal year
FY2020$88K
FY2021$114K
FY2022$148K
FY2023$193K
FY2024$184K
Expenses
$103K
FY2021▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2020$92K
FY2021$103K
FY2022$191K
FY2023$201K
FY2024$182K
Net assets
$242K
FY2021▲ +14%
Tap a bar for its year
Net assets by fiscal year
FY2020$213K
FY2021$242K
FY2022$170K
FY2023$186K
FY2024$214K

From the FY2021 Form 990 · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1978.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

65 cents of each dollar spent went to programs.

Program services 65% · $67K Management & general 35% · $36K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

35 people listed on the 990; $43K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Administrative Director
$42,672Pt VII · Sec A
President-Elect
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Joan Lauck$45,945$43,485$41,960$42,672$40,106

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Akron Roundtable executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Brings speakers to inform, educate, and stimulate listeners on important regional, national, and global topics.

Questions for Akron Roundtable

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1 program · $67K · in their own filed words · FY2021
01

Monthly programs of nationally & regionally known speakers presented to public audiences of 225-400 attendees.

Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 34-1249338) · Dispute this line
$67Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$2K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$114K
Ln 12
Gifts and grantsLn 1h$71K
Fees for servicesLn 2g$40K
Investment incomeLn 3$3K
Money outPt IX
$103K
Ln 25
Programscol B$67K
Managementcol C$36K
Owns and owesPt X
$242K
net assets · Ln 32
Cash and savingsLn 1–2$78K
Total assetsLn 16$242K
LiabilitiesLn 26$450
PeoplePt VI, VII
35
listed · VII A
PaidVII A1
Voting boardVI 1a35
IndependentVI 1b35
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$71K
Government grantsLn 1e$22K
Fees for servicesLn 2g$40K
Investment incomeLn 3$3K
Gains on assetsLn 7$128
Total revenueLn 12$114K
Assets in detailPt X, end of year
CashLn 1$51K
SavingsLn 2$28K
Cash and savings togetherLn 1–2$78K
InvestmentsLn 11–13$164K
Total assetsLn 16$242K
LiabilitiesLn 26$450
Net assetsLn 32$242K
OperationsPt I, VI
EmployeesI 52
VolunteersI 634
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$81K$78K
InvestmentsLn 11–13$144K$164K
Total assetsLn 16$225K$242K
LiabilitiesLn 26$12K$450
Net assetsLn 32$213K$242K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$50K$21K$28K
Payroll taxesLn 10$5K$2K$3K
Accounting feesLn 11c$201$201
Advertising and promotionLn 12$7K$7K
Office expensesLn 13$12K$10K$2K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$26K$26K$318
Total functional expensesLn 25$103K$67K$36K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS May 12, 2025 $184K$182K$2K$214K 990 PDF
FY2023Filed with the IRS Apr 18, 2024 $193K$201K−$8K$186K 990 PDF
FY2022Filed with the IRS Apr 24, 2023 $148K$191K−$43K$170K 990 PDF
FY2021 ViewingFiled with the IRS Sep 23, 2022 $114K$103K$11K$242K 990 PDF
FY2020Filed with the IRS Apr 11, 2021 $88K$92K−$4K$213K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2021 990
Part I · Summary $114,155 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $35,440$71,480
I-9 Program service revenuePrior year $50,521$40,140
I-10 Investment incomePrior year $1,995$2,535
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $87,956$114,155
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $51,408$55,258
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $40,253$47,962
I-18 Total expensesPrior year $91,661$103,220
I-19 Revenue less expensesPrior year −$3,705$10,935
Part VI · Governance 35 of 35 board members independent, 1 to look at
VI-1a Voting members of the governing body35
VI-1b Independent voting members35
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $114,155 across 7 lines filed
VIII-1e Government grants$21,553
VIII-1f All other contributions, gifts and grants$49,927
VIII-1h Total contributions, gifts and grants$71,480
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $40,140$40,140
VIII-3 Investment incomeExcluded from tax $2,407$2,407
VIII-7 Net gain or loss on sales of assetsExcluded from tax $128$128
VIII-12 Total revenueRelated to mission $40,140 · Unrelated business $0 · Excluded from tax $2,535$114,155
Part IX · Statement of functional expenses $103,220 across 7 lines filed
IX-7 Other salaries and wagesPrograms $21,336 · Management $28,426$49,762
IX-10 Payroll taxesPrograms $2,356 · Management $3,140$5,496
IX-11c Accounting feesManagement $201$201
IX-12 Advertising and promotionPrograms $7,131$7,131
IX-13 Office expensesPrograms $10,443 · Management $1,614$12,057
IX-23 InsuranceManagement $2,206$2,206
IX-24 Other expenses (24a–d)Programs $26,049 · Management $318$26,367
IX-25 Total functional expensesPrograms $67,315 · Management $35,905 · Fundraising $0$103,220
Part X · Balance sheet $242,394 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $53,639$50,593
X-2 Savings and temporary cash investmentsStart of year $27,547$27,574
X-12 Other securitiesStart of year $143,544$164,227
X-16 Total assetsStart of year $224,730$242,394
X-23 Secured mortgages and notes payableStart of year $11,896$450
X-26 Total liabilitiesStart of year $11,896$450
X-29 Capital stock or trust principalStart of year $0$0
X-30 Paid-in or capital surplusStart of year $0$0
X-31 Retained earnings or endowmentStart of year $212,834$241,944
X-32 Total net assets or fund balancesStart of year $212,834$241,944
X-33 Total liabilities and net assetsStart of year $224,730$242,394
Part XI · Reconciliation of net assets $241,944 net assets at year end
XI-1 Total revenue$114,155
XI-2 Total expenses$103,220
XI-3 Revenue less expenses$10,935
XI-4 Net assets at start of year$212,834
XI-5 Net unrealized gains (losses) on investments$18,175
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$241,944

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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