Roundtable Strategies FY2020 filing

Lansing, MIUnknown exempt organizationEIN 38-3623118Revenue $1.5M in FY2020

On file with the IRSroundtablestrategies.org516 S Creyts Road No a · Lansing, MI

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

95¢ of each $1 spent went to programs.
$85K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average deficit $7K a year · under 1% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$85K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$32K
20% of total assets
Looks good: liabilities are 20% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
Spent
$1.4M
To programs
95%
Net assets
$128K
By yearFY2020–FY2022
Revenue
$1.5M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.5M
FY2021$1.0M
FY2022$0
Expenses
$1.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$980K
FY2022$151K
Net assets
$128K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$128K
FY2021$151K
FY2022$0

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2022) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

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

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $1.3M Management & general 5% · $74K

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

9 people listed on the 990; $85K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director (ended 9/23/20)
$85,327Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
President
$0Pt VII · Sec A
See Roundtable Strategies executive salaries →

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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 15aYes

Programs and updates

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

Provided by the organization

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3 programs · $1.3M · in their own filed words · FY2020
01

Continued responsibility for the michigan special education mediation program, a federal grant program administered through the michigan department of education. Helped families work with government agencies in planning and resolving conflicts over services for people with special needs or stressful circumstances.

$1.2Mprogram expense
02

Continued responsibility for the michigan agriculture program, a federal grant program for the U.S department of agriculture. Helps farmers in michigan mediate problems with paying debts, regulatory issues or other farming operation issues.

$46Kprogram expense
03

Continued responsibility for the florida agriculture program, a federal grant program for the U.S department of agriculture. Helps farmers in florida mediate problems with paying debts, regulatory issues or other farming operation issues.

$24Kprogram 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

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Gifts and grantsLn 1h$1.5M
Other incomeLn 4–11$550
Money outPt IX
$1.4M
Ln 25
Programscol B$1.3M
Managementcol C$74K
Owns and owesPt X
$128K
net assets · Ln 32
Cash and savingsLn 1–2$108K
Total assetsLn 16$160K
LiabilitiesLn 26$32K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.5M
Government grantsLn 1e$1.5M
Other incomeLn 4–11$550
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$108K
Cash and savings togetherLn 1–2$108K
Land, buildings, equipmentLn 10c$33K
Total assetsLn 16$160K
LiabilitiesLn 26$32K
Net assetsLn 32$128K
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 FY20End FY20
Cash and savingsLn 1–2$64K$108K
Land, buildings, equipmentLn 10c$47K$33K
Total assetsLn 16$122K$160K
LiabilitiesLn 26$99K$32K
Net assetsLn 32$22K$128K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$85K$80K$6K
Other salaries and wagesLn 7$411K$395K$16K
Other employee benefitsLn 9$82K$79K$3K
Payroll taxesLn 10$39K$37K$2K
Legal feesLn 11b$4K$2K$2K
Accounting feesLn 11c$28K$25K$3K
Lobbying feesLn 11d$4K$4K
Advertising and promotionLn 12$14K$12K$2K
Office expensesLn 13$30K$26K$4K
Information technologyLn 14$40K$37K$3K
OccupancyLn 16$55K$50K$6K
TravelLn 17$2K$912$1K
Conferences, conventions and meetingsLn 19$11K$10K$977
InterestLn 20$23$23
Depreciation, depletion and amortizationLn 22$14K$14K
InsuranceLn 23$3K$2K$1K
Other expenses (24a–d)Ln 24$517K$513K$4K
All other expensesLn 24e$17K$15K$2K
Total functional expensesLn 25$1.4M$1.3M$74K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest $0$151K−$151K$0 990 PDF
FY2021 $1.0M$980K$23K$151K 990 PDF
FY2020 Viewing $1.5M$1.4M$106K$128K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $1,463,231 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,591,621$1,462,681
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year −$4,965$0
I-11 Other revenuePrior year $1,000$550
I-12 Total revenuePrior year $1,587,656$1,463,231
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 $461,106$616,808
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,159,761$740,651
I-18 Total expensesPrior year $1,620,867$1,357,459
I-19 Revenue less expensesPrior year −$33,211$105,772
Part VI · Governance 8 of 8 board members independent, 2 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $1,463,231 across 5 lines filed
VIII-1e Government grants$1,457,681
VIII-1f All other contributions, gifts and grants$5,000
VIII-1h Total contributions, gifts and grants$1,462,681
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $550$550
VIII-12 Total revenueRelated to mission $550 · Unrelated business $0 · Excluded from tax $0$1,463,231
Part IX · Statement of functional expenses $1,357,459 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $79,769 · Management $5,558$85,327
IX-7 Other salaries and wagesPrograms $394,721 · Management $15,903$410,624
IX-9 Other employee benefitsPrograms $79,452 · Management $2,671$82,123
IX-10 Payroll taxesPrograms $37,074 · Management $1,660$38,734
IX-11b Legal feesPrograms $2,297 · Management $2,158$4,455
IX-11c Accounting feesPrograms $25,050 · Management $2,657$27,707
IX-11d Lobbying feesManagement $4,500$4,500
IX-12 Advertising and promotionPrograms $12,381 · Management $1,735$14,116
IX-13 Office expensesPrograms $25,501 · Management $4,302$29,803
IX-14 Information technologyPrograms $37,039 · Management $3,177$40,216
IX-16 OccupancyPrograms $49,793 · Management $5,535$55,328
IX-17 TravelPrograms $912 · Management $1,271$2,183
IX-19 Conferences, conventions and meetingsPrograms $9,699 · Management $977$10,676
IX-20 InterestManagement $23$23
IX-22 Depreciation, depletion and amortizationManagement $14,083$14,083
IX-23 InsurancePrograms $2,053 · Management $1,368$3,421
IX-24 Other expenses (24a–d)Programs $513,028 · Management $4,320$517,348
IX-24e All other expensesPrograms $14,924 · Management $1,868$16,792
IX-25 Total functional expensesPrograms $1,283,693 · Management $73,766 · Fundraising $0$1,357,459
Part X · Balance sheet $159,565 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $64,284$108,485
X-4 Accounts receivable$1,092
X-9 Prepaid expenses and deferred chargesStart of year $9,969$16,768
X-10c Land, buildings and equipment, netStart of year $47,303$33,220
X-16 Total assetsStart of year $121,556$159,565
X-17 Accounts payable and accrued expensesStart of year $99,298$31,697
X-26 Total liabilitiesStart of year $99,460$31,697
X-27 Net assets without donor restrictionsStart of year $22,096$127,868
X-32 Total net assets or fund balancesStart of year $22,096$127,868
X-33 Total liabilities and net assetsStart of year $121,556$159,565
Part XI · Reconciliation of net assets $127,868 net assets at year end
XI-1 Total revenue$1,463,231
XI-2 Total expenses$1,357,459
XI-3 Revenue less expenses$105,772
XI-4 Net assets at start of year$22,096
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$127,868

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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