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Roundtable Strategies

Lansing, MIUnknown exempt organization EIN 38-3623118Latest filing we have: 2022. Newer ones may not be in our data yet. Filed since? Tell us.

On file with the IRSroundtablestrategies.orgLansing, MI

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To facilitate and teach collaborative planning and problem-solving that promotes individual and community well-being.

Form 990 Part I, line 1, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 38-3623118) · Dispute this line
84¢ of each $1 spent went to programs.
Run by 9 volunteers and 8 employees.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
The latest return is for FY2022, 4 tax years back.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average deficit $7K a year · 0.9% of revenue · last 3 filings
A surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
84%
of spending
84% of spending went to programs.
Pt IX · Ln 25 · col B
Liabilities
$0
total owed
No data yet: the filing does not give total assets.
Pt X · Ln 26
Independent board members
6
of 6 voting members
6 of 6 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$0
-100% vs prior year
Spent
$151K
To programs
84%
Net assets
$0
By yearFY2020–FY2022
Revenue
$0
FY2022▼ -100%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.5M
FY2021$1.0M
FY2022$0
Expenses
$151K
FY2022▼ -85%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$980K
FY2022$151K
Net assets
$0
FY2022▼ -100%
Tap a bar for its year
Net assets by fiscal year
FY2020$128K
FY2021$151K
FY2022$0

From the FY2022 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing we have: FY2022.

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

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $127K Management & general 16% · $24K

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

Something off? Claim to add context

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Antoinette Raheem
Trustee (resigned 12/22)
$0Pt VII · Sec A
$0Pt VII · Sec A
Roy Burton
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Craig Pappas
Treasurer
$0Pt VII · Sec A
Dale Iverson
President
$0Pt VII · Sec A
See Roundtable Strategies 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 15aYes

Programs and updates

Teaches collaborative planning and problem-solving to improve individual and community well-being.

Questions for Roundtable Strategies

Tap to ask. Roundtable Strategies sees how many people are interested.

Your first name shows with your question. Roundtable Strategies answers here, for everyone.

1 program · $127K · in their own filed words · FY2022
01

All grant responsibilities ended october 1, 2021. Organization concluded operations on 12/31/22 and liquidated remaining assets to other charitable organizations.

Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 38-3623118) · Dispute this line
$127Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 2 grants · $127K · 2022–2022
Superior Health FoundationMI · FY2022$63,500
Community Foundation for Southeast MichiganMI · FY2022$63,500

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Sep 2021 · $1.3M federal money spent
Special Education_grants to StatesDepartment of Education · ALN 84.027 · Through State of Michigan$1.2M
State Mediation GrantsDepartment of Agriculture · ALN 10.435 · Direct$85K
Farm and Ranch Stress Assistance Network Competitive Grants Program (b)Department of Agriculture · ALN 10.525 · Direct$4K

The auditor reported: doubt the group can keep going.

Year ending Sep 2020 · $1.5M federal money spent
Special Education_grants to StatesDepartment of Education · ALN 84.027 · Through State of Michigan$1.4M
State Mediation GrantsDepartment of Agriculture · ALN 10.435 · Direct$78K
Farm and Ranch Stress Assistance Network Competitive Grants Program (b)Department of Agriculture · ALN 10.525 · Direct$6K

The auditor reported: doubt the group can keep going.

Year ending Sep 2019 · $1.6M federal money spent
Special Education_grants to StatesDepartment of Education · ALN 84.027 · Through Michigan Department of Education$1.5M
State Mediation GrantsDepartment of Agriculture · ALN 10.435 · Direct$98K

The auditor reported no findings.

Year ending Sep 2018 · $1.4M federal money spent
Special Education_grants to StatesDepartment of Education · ALN 84.027 · Through State of Michigan$1.4M
State Mediation GrantsDepartment of Agriculture · ALN 10.435 · Direct$78K

The auditor reported no findings.

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$0
Ln 12
Money outPt IX
$151K
Ln 25
Programscol B$127K
Managementcol C$24K
Owns and owesPt X
$0
net assets · Ln 32
Total assetsLn 16$0
LiabilitiesLn 26$0
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Total revenueLn 12$0
Assets in detailPt X, end of year
Total assetsLn 16$0
LiabilitiesLn 26$0
Net assetsLn 32$0
OperationsPt I, VI
EmployeesI 58
VolunteersI 69
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$147K$0
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$152K$0
LiabilitiesLn 26$1K$0
Net assetsLn 32$151K$0
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$127K$127K
Management feesLn 11a$4K$4K
Legal feesLn 11b$220$220
Accounting feesLn 11c$8K$8K
Office expensesLn 13$3K$3K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$4K$4K
Total functional expensesLn 25$151K$127K$24K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest ViewingFiled with the IRS Mar 1, 2023 $0$151K−$151K$0 990 PDF
FY2021Filed with the IRS Sep 9, 2022 $1.0M$980K$23K$151K 990 PDF
FY2020Filed with the IRS Aug 9, 2021 $1.5M$1.4M$106K$128K 990 PDF

Schedules filed Part IV

I · Grants O · Explanations
See the full FY2022 990
Part I · Summary $0 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,022,983$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year −$21,178$0
I-11 Other revenuePrior year $968$0
I-12 Total revenuePrior year $1,002,773$0
I-13 Grants and similar amounts paidPrior year $0$127,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $455,654$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $524,421$23,566
I-18 Total expensesPrior year $980,075$150,566
I-19 Revenue less expensesPrior year $22,698−$150,566
Part VI · Governance 6 of 6 board members independent, 2 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $0 across 1 lines filed
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
Part IX · Statement of functional expenses $150,566 across 7 lines filed
IX-1 Grants to domestic organizationsPrograms $127,000$127,000
IX-11a Management feesManagement $3,850$3,850
IX-11b Legal feesManagement $220$220
IX-11c Accounting feesManagement $7,975$7,975
IX-13 Office expensesManagement $3,202$3,202
IX-23 InsuranceManagement $3,952$3,952
IX-24 Other expenses (24a–d)Management $4,367$4,367
IX-25 Total functional expensesPrograms $127,000 · Management $23,566 · Fundraising $0$150,566
Part X · Balance sheet $0 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $146,734$0
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $5,053$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $151,787$0
X-26 Total liabilitiesStart of year $1,221$0
X-27 Net assets without donor restrictionsStart of year $150,566$0
X-32 Total net assets or fund balancesStart of year $150,566$0
X-33 Total liabilities and net assetsStart of year $151,787$0
Part XI · Reconciliation of net assets $0 net assets at year end
XI-1 Total revenue$0
XI-2 Total expenses$150,566
XI-3 Revenue less expenses−$150,566
XI-4 Net assets at start of year$150,566
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$0

Form 990 e-file FY2022 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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