Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1969.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Who runs it and what they're paid
12 people listed on the 990; $2.3M paid to officers and key staff.
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Stephen Stahr | $994,021 | $925,803 | $931,119 | $720,400 | $758,674 |
| Barbara O'Connor | $333,529 | $306,074 | $280,413 | $291,288 | $267,015 |
| Pam Brown | — | $297,061 | $240,540 | — | — |
| Smruti Rajagopalan | $286,280 | $266,857 | $245,674 | $280,058 | — |
| Laura Good | $280,909 | $262,994 | $238,755 | $246,844 | $229,352 |
| Mark Leon | — | — | $116,780 | $271,011 | $268,481 |
| Pamela Brown | $266,080 | — | $245,311 | — | $230,236 |
| David Dickhudt | — | $266,018 | — | — | — |
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.
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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
Connects top financial professionals to share best practices and ethics for client service.
Questions for Million Dollar Round Table
Your first name shows with your question. Million Dollar Round Table answers here, for everyone.
Know this organization? Claim it to add your story
MDRT hosts meetings programmed with educational and motivational content designed to benefit the careers of insurance and financial services professionals. During 2021, MDRT held both on site and virtual events to engage audiences during travel and covid restricted periods.
MDRT provides digital content that is housed on its resource zone. This includes MDRT podcasts, videos, meeting transcripts and the MDRT blog.
MDRT publishes a bi-monthly periodical that concentrates on trends and opportunities specific to the financial services profession.
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2021 990, line by line.
Download 990
| Line | Start FY21 | End FY21 |
|---|---|---|
| Cash and savingsLn 1–2 | $24.0M | $50.3M |
| InvestmentsLn 11–13 | $115.8M | $99.1M |
| Land, buildings, equipmentLn 10c | $265K | $265K |
| Total assetsLn 16 | $144.3M | $156.8M |
| LiabilitiesLn 26 | $26.0M | $24.4M |
| Net assetsLn 32 | $118.2M | $132.4M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $870K | |||
| Pay of current officers, directors and key staffLn 5 | $1.7M | |||
| Other salaries and wagesLn 7 | $10.9M | |||
| Pension plan contributionsLn 8 | $1.4M | |||
| Other employee benefitsLn 9 | $3.0M | |||
| Payroll taxesLn 10 | $857K | |||
| Legal feesLn 11b | $191K | |||
| Accounting feesLn 11c | $63K | |||
| Investment management feesLn 11f | $667K | |||
| Other fees for servicesLn 11g | $1.9M | |||
| Advertising and promotionLn 12 | $2.1M | |||
| Office expensesLn 13 | $870K | |||
| Information technologyLn 14 | $10.7M | |||
| OccupancyLn 16 | $544K | |||
| TravelLn 17 | $45K | |||
| Conferences, conventions and meetingsLn 19 | $10.4M | |||
| InsuranceLn 23 | $242K | |||
| Other expenses (24a–d)Ln 24 | $5.1M | |||
| All other expensesLn 24e | $2.0M | |||
| Total functional expensesLn 25 | $53.5M |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 Latest | $85.3M | $82.7M | $2.5M | $140.2M | 990 PDF |
| FY2023 | $70.0M | $64.5M | $5.5M | $133.5M | 990 PDF |
| FY2022 | $61.6M | $66.0M | −$4.4M | $119.5M | 990 PDF |
| FY2021 Viewing | $77.5M | $53.5M | $24.0M | $132.4M | 990 PDF |
| FY2020 | $46.0M | $40.5M | $5.5M | $118.2M | 990 PDF |
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Schedules filed Part IV
See the full FY2021 990 (6 parts)
Part I · Summary $77,496,799 revenue, 12 lines filed
Part VI · Governance 0 of 5 board members independent, 1 to look at
Part VIII · Statement of revenue $77,496,799 across 5 lines filed
Part IX · Statement of functional expenses $53,477,385 across 19 lines filed
Part X · Balance sheet $156,791,326 assets, 16 lines filed
Part XI · Reconciliation of net assets $132,369,495 net assets at year end
Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File
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