Community Data Roundtable EIN 46-0808440

Community Data Roundtable FY2022 filing

EIN  46-0808440 Public charity (501(c)(3)) Mars, PA Founded 2013
Form 990 (PDF)
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Size
$100K–1M
What they do
Supports data-driven decisions in child welfare and behavioral health systems.
Leadership
Dan Warner · Executive Director · $130K
Money in and out
$627K revenue, $574K expenses
Bottom line
70% program efficiency

Supports data-driven decisions in child welfare and behavioral health systems. For fiscal year 2022 it reported $627K in revenue, $574K in expenses, and $590K in net assets.Pt I

Where the money goes · FY2022
Total revenue
$627K
Pt VIII · Ln 12
Total expenses
$574K
Pt IX · Ln 25
Net assets
$590K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $53K
Where spending went · Part IX cols B–D
Program services $0.70 Management & general $0.30
Program efficiency
70%
of spending reaches programs
Operating runway
12.3mo
months of highly liquid reserves at operating expense rate
Surplus margin
+8%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2022 · Form 990
Revenue
$627K
FY2022▲ +11%
Expenses
$574K
FY2022▲ +10%
Total assets
$590K
FY2022▲ +10%
Total liabilities
$0
FY2022
Total revenue
$627K
Pt VIII · Ln 12
Total expenses
$574K
Pt IX · Ln 25
Net assets
$590K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$53K
Total assetsPt X · Ln 16$590K
Program-expense ratioPt IX · col B70%
Voting members of governing bodyPt I · Ln 36
Independent voting membersPt I · Ln 45
Mission & Programs · Part III

Where the work happens

3 program services account for $403K of program spending, described in the organization's own filed words · FY2022.
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.

$201Kprogram 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.

$101Kprogram 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.

$101Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CCommunity Data Roundtable
EINHdr · item D46-0808440
Principal addressHdr · item CMars, PA
Year of formationHdr · item L2013
State of legal domicileHdr · item MPA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFCommunity Development (S31)
Ruling yearIRS BMFJun 2014

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a6
Independent voting membersPt VI · Ln 1b5
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Director
$130,000Pt VII · Sec A
Cheif Business Officer
$110,000Pt VII · Sec A
President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

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.

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Statement of Revenue

Part VIII
Program service revenue100%$627K
Investment income$357
Total revenueLn 12$627K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.70 Management & general $0.30
Program services70%$403K
Management & general30%$172K
Total functional expensesLn 25$574K

Balance Sheet

Part X · end of year
CashLn 1$589K
Total assetsLn 16$590K
Total liabilitiesLn 26$0
Total net assetsLn 32$590K
Months of cash on handcomputed12.3

Financial Metrics

Form 990 · FY2022 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $589K · Operating expenses/yr $574K
12.3 months
Where the money goes
Program services
Program services $403K · Total expenses $574K
70%
Management & General
Management & general $172K · Total expenses $574K
30%
Fundraising
Fundraising $0 · Total expenses $574K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $627K
0%
Government reliance
Government grants — · Total revenue $627K
Earned-income share
Program service revenue $627K · Total revenue $627K
100%
Investment reliance
Investment income $357 · Total revenue $627K
0%
Program self-sufficiency
Program service revenue $627K · Total expenses $574K
109%
Growth & trend
Revenue growth (YoY)
This year $627K · Prior year $563K
+11%
Net-asset trend (YoY)
End of year $590K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $627K · Expenses $574K
+8%
Liabilities-to-Assets
Total liabilities — · Total assets $590K
Net-asset ratio
Net assets $590K · Total assets $590K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $590K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Dan Warner · Reported title EXECUTIVE DIRECTOR · Highest reported compensation $130K · Total expenses $574K
23%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $414K · Total expenses $574K
72%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 70%
Overhead ratio 30%
Revenue growth 11%
Accounting fee ratio 2%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$522K revenue · ⤓ 990 PDF
FY2024$850K revenue · ⤓ 990 PDF
FY2023$683K revenue · ⤓ 990 PDF
FY2022$627K revenue · viewing · ⤓ 990 PDF
FY2021$563K revenue · ⤓ 990 PDF
FY2020$542K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2022IRS
Classification, formation year, addressIRS Business Master File
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