Community Data Roundtable is a nonprofit organization supporting Data-driven decision making in the public behavioral and mental health system. Our mission is to bring together stakeholders from the behavioral and mental health system to implement a collaboratively beneficial outcomes monitoring system.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$118K 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

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $84K a year · 13% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$118K
to officers and key staff · 28% of spending
Worth a look: pay to officers and key staff is 28% of spending; over 20%.
Pt VII · Sec A
14 mo
of spending, in cash
Looks good: 13.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 6 voting members
Looks good: 5 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$542K
Spent
$421K
To programs
74%
Net assets
$494K
By yearFY2020–FY2025
Revenue
$542K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$542K
FY2021$563K
FY2022$627K
FY2023$683K
FY2024$850K
FY2025$522K
Expenses
$421K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$421K
FY2021$520K
FY2022$574K
FY2023$620K
FY2024$668K
FY2025$480K
Net assets
$494K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$494K
FY2021$537K
FY2022$590K
FY2023$653K
FY2024$835K
FY2025$876K

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 (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2014.

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

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $311K Management & general 26% · $110K

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

6 people listed on the 990; $118K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$117,800Pt VII · Sec A
President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Dan Warner’s $158K as Board Member is at the 92nd percentile of top reported officer pay among 1709 $100K–1M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Dan Warner$157,600$138,083$132,000$130,000$125,000$117,800
Amanda Hope$116,000$153,083$129,917$110,000$120,000—

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 Community Data Roundtable 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 15aNo

Programs and updates

Supports data-driven decisions in child welfare and behavioral health systems.

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Provided by the organization

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3 programs · $311K · in their own filed words · FY2020
01

Datapool technology and softwarethe datapool is a cloud-based assessment management system that has the ability to automate existing manual processes and improve communication with key stakeholders.

$155Kprogram expense
02

Program implementation and trainingusing advanced data science, CDR crafts algorithms to match people to specific programs in their local system of care, with particular attention to standardized evidence-based programs.

$78Kprogram expense
03

Public data sharing and public dashboardsthrough guidance from the stakeholders, CDR creates public dashboards to track the community's progress towards its outcome's goals. These dashboards help providers improve their quality, helps planners compare plans and providers, and helps consumers choose the right care for their needs.

$78Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$542K
Ln 12
Fees for servicesLn 2g$541K
Investment incomeLn 3$287
Money outPt IX
$421K
Ln 25
Programscol B$311K
Managementcol C$110K
Owns and owesPt X
$494K
net assets · Ln 32
Cash and savingsLn 1–2$489K
Total assetsLn 16$494K
LiabilitiesLn 26$0
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$541K
Investment incomeLn 3$287
Total revenueLn 12$542K
Assets in detailPt X, end of year
CashLn 1$489K
Cash and savings togetherLn 1–2$489K
Land, buildings, equipmentLn 10c$2K
Other assetsLn 15$288
Total assetsLn 16$494K
LiabilitiesLn 26$0
Net assetsLn 32$494K
OperationsPt I, VI
EmployeesI 54
VolunteersI 60
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 FY20End FY20
Cash and savingsLn 1–2$357K$489K
Land, buildings, equipmentLn 10c$3K$2K
Total assetsLn 16$373K$494K
LiabilitiesLn 26$0$0
Net assetsLn 32$373K$494K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$118K$106K$12K
Other salaries and wagesLn 7$175K$114K$61K
Other employee benefitsLn 9$6K$4K$1K
Payroll taxesLn 10$23K$17K$6K
Accounting feesLn 11c$11K$11K
Other fees for servicesLn 11g$58K$58K
Advertising and promotionLn 12$1K$119$1K
TravelLn 17$2K$2K$7
Depreciation, depletion and amortizationLn 22$1K$1K
InsuranceLn 23$12K$12K
Other expenses (24a–d)Ln 24$13K$10K$3K
All other expensesLn 24e$2K$154$2K
Total functional expensesLn 25$421K$311K$110K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $522K$480K$42K$876K 990 PDF
FY2024 $850K$668K$182K$835K 990 PDF
FY2023 $683K$620K$64K$653K 990 PDF
FY2022 $627K$574K$53K$590K 990 PDF
FY2021 $563K$520K$43K$537K 990 PDF
FY2020 Viewing $542K$421K$121K$494K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $541,729 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $579,630$541,442
I-10 Investment incomePrior year $253$287
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $579,883$541,729
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 $297,276$321,561
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $152,549$99,258
I-18 Total expensesPrior year $449,825$420,819
I-19 Revenue less expensesPrior year $130,058$120,910
Part VI · Governance 5 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members5
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 $541,729 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $541,442$541,442
VIII-3 Investment incomeRelated to mission $287$287
VIII-12 Total revenueRelated to mission $541,729 · Unrelated business $0 · Excluded from tax $0$541,729
Part IX · Statement of functional expenses $420,819 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $106,020 · Management $11,780$117,800
IX-7 Other salaries and wagesPrograms $113,580 · Management $61,420$175,000
IX-9 Other employee benefitsPrograms $4,189 · Management $1,396$5,585
IX-10 Payroll taxesPrograms $17,382 · Management $5,794$23,176
IX-11c Accounting feesManagement $10,653$10,653
IX-11g Other fees for servicesPrograms $57,780$57,780
IX-12 Advertising and promotionPrograms $119 · Management $1,118$1,237
IX-17 TravelPrograms $1,861 · Management $7$1,868
IX-22 Depreciation, depletion and amortizationManagement $1,023$1,023
IX-23 InsuranceManagement $11,756$11,756
IX-24 Other expenses (24a–d)Programs $9,804 · Management $3,326$13,130
IX-24e All other expensesPrograms $154 · Management $1,657$1,811
IX-25 Total functional expensesPrograms $310,889 · Management $109,930 · Fundraising $0$420,819
Part X · Balance sheet $493,893 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $356,604$488,525
X-4 Accounts receivableStart of year $10,369$0
X-9 Prepaid expenses and deferred chargesStart of year $3,146$3,289
X-10c Land, buildings and equipment, netStart of year $2,814$1,791
X-15 Other assetsStart of year $50$288
X-16 Total assetsStart of year $372,983$493,893
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $372,983$493,893
X-32 Total net assets or fund balancesStart of year $372,983$493,893
X-33 Total liabilities and net assetsStart of year $372,983$493,893
Part XI · Reconciliation of net assets $493,893 net assets at year end
XI-1 Total revenue$541,729
XI-2 Total expenses$420,819
XI-3 Revenue less expenses$120,910
XI-4 Net assets at start of year$372,983
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$493,893

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

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