Washington Roundtable FY2022 filing

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The Roundtable works to effect positive change on public policy issues that are most important to supporting state economic vitality and fostering opportunity for washingtonians.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
$1.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

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FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
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
No
Donations are not tax-deductible
Worth a look: the IRS does not list 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
5 of 6
filings with a surplus
Average surplus $93K a year · 5% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$1.2M
to officers and key staff · 74% of spending
Concern: pay to officers and key staff is 74% of spending; over 30%.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 4.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$118K
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
56
of 56 voting members
Looks good: 56 of 56 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.7M
+9% vs prior year
Spent
$1.6M
Net assets
$688K
By yearFY2020–FY2025
Revenue
$1.7M
FY2022▲ +9%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.7M
FY2021$1.6M
FY2022$1.7M
FY2023$1.7M
FY2024$1.7M
FY2025$2.6M
Expenses
$1.6M
FY2022▲ +4%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.6M
FY2021$1.5M
FY2022$1.6M
FY2023$1.6M
FY2024$1.8M
FY2025$2.3M
Net assets
$688K
FY2022▲ +22%
Tap a bar for its year
Net assets by fiscal year
FY2020$511K
FY2021$564K
FY2022$688K
FY2023$807K
FY2024$673K
FY2025$943K

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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 Oct 1983.

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

Who runs it and what they're paid

62 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation
$416,901Pt VII · Sec A
Vice President
$194,398Pt VII · Sec A
Vice President Communications
$194,237Pt VII · Sec A
Policy Director
$142,570Pt VII · Sec A
Communications Manager
$131,774Pt VII · Sec A
Operations Manager
$100,684Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Mr Stephen Mullin$466,273$508,422$502,328$416,901$382,151$377,531
Sara Garrettson$239,215$213,170$207,738$194,237$194,162$189,641
Neil Strege$219,391$213,337$207,901$194,398$172,610$166,732
Brian Jeffries$159,888$154,989$150,033$142,570$142,097$137,031
Ingrid Stegemoeller$152,871$149,091$145,948$131,774$102,085$110,832
Ms Rachel Smith$143,125—————
Rita Walker$131,220—————
Kim Martinez—$108,167$107,122$100,684——

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 15aYes

Programs and updates

Researches, communicates, and advocates for public policy issues in Washington State.

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3 programs · in their own filed words · FY2022
01

Worked to promote transportation infrastructure asset preservation and maintenance, implement the 2015 connecting washington package, and beginning planning for future investments.

Pt IX · col B
02

Worked to ensure that our goal that by 2030, 70% of washington high school students attain a postsecondary credential by age 26.

Pt IX · col B
03

Worked towards our goal to ensure inclusive and broadly distributed statewide economic growth.

Pt IX · col B

Funders

Who pays for it.

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

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.7M
Ln 12
Fees for servicesLn 2g$1.6M
Gifts and grantsLn 1h$71K
Investment incomeLn 3$230
Money outPt IX
$1.6M
Ln 25
Owns and owesPt X
$688K
net assets · Ln 32
Cash and savingsLn 1–2$656K
Total assetsLn 16$806K
LiabilitiesLn 26$118K
PeoplePt VI, VII
62
listed · VII A
PaidVII A6
Voting boardVI 1a56
IndependentVI 1b56
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$71K
Fees for servicesLn 2g$1.6M
Investment incomeLn 3$230
Total revenueLn 12$1.7M
Assets in detailPt X, end of year
CashLn 1$281K
SavingsLn 2$375K
Cash and savings togetherLn 1–2$656K
Land, buildings, equipmentLn 10c$6K
Other assetsLn 15$3K
Total assetsLn 16$806K
LiabilitiesLn 26$118K
Net assetsLn 32$688K
OperationsPt I, VI
EmployeesI 58
VolunteersI 661
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$677K$656K
Land, buildings, equipmentLn 10c$6K$6K
Total assetsLn 16$694K$806K
LiabilitiesLn 26$130K$118K
Net assetsLn 32$564K$688K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$470K
Other salaries and wagesLn 7$333K
Pension plan contributionsLn 8$30K
Other employee benefitsLn 9$5K
Payroll taxesLn 10$47K
Accounting feesLn 11c$10K
Other fees for servicesLn 11g$10K
Office expensesLn 13$35K
Information technologyLn 14$6K
OccupancyLn 16$62K
TravelLn 17$28K
Conferences, conventions and meetingsLn 19$22K
Depreciation, depletion and amortizationLn 22$3K
InsuranceLn 23$13K
Other expenses (24a–d)Ln 24$475K
All other expensesLn 24e$47K
Total functional expensesLn 25$1.6M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.6M$2.3M$270K$943K 990 PDF
FY2024 $1.7M$1.8M−$133K$673K 990 PDF
FY2023 $1.7M$1.6M$119K$807K 990 PDF
FY2022 Viewing $1.7M$1.6M$123K$688K 990 PDF
FY2021 $1.6M$1.5M$53K$564K 990 PDF
FY2020 $1.7M$1.6M$127K$511K 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 J · Pay O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $1,718,430 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $66,200$71,200
I-9 Program service revenuePrior year $1,514,500$1,647,000
I-10 Investment incomePrior year $226$230
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,580,926$1,718,430
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 $887,384$884,072
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $640,096$710,993
I-18 Total expensesPrior year $1,527,480$1,595,065
I-19 Revenue less expensesPrior year $53,446$123,365
Part VI · Governance 56 of 56 board members independent, 2 to look at
VI-1a Voting members of the governing body56
VI-1b Independent voting members56
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 $1,718,430 across 5 lines filed
VIII-1f All other contributions, gifts and grants$71,200
VIII-1h Total contributions, gifts and grants$71,200
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,647,000$1,647,000
VIII-3 Investment incomeExcluded from tax $230$230
VIII-12 Total revenueRelated to mission $1,647,000 · Unrelated business $0 · Excluded from tax $230$1,718,430
Part IX · Statement of functional expenses $1,595,065 across 16 lines filed
IX-5 Pay of current officers, directors and key staff$469,809
IX-7 Other salaries and wages$332,606
IX-8 Pension plan contributions$30,192
IX-9 Other employee benefits$4,918
IX-10 Payroll taxes$46,547
IX-11c Accounting fees$10,137
IX-11g Other fees for services$9,989
IX-13 Office expenses$34,571
IX-14 Information technology$6,271
IX-16 Occupancy$61,768
IX-17 Travel$28,240
IX-19 Conferences, conventions and meetings$21,725
IX-22 Depreciation, depletion and amortization$2,907
IX-23 Insurance$13,210
IX-24 Other expenses (24a–d)$474,835
IX-24e All other expenses$47,340
IX-25 Total functional expenses$1,595,065
Part X · Balance sheet $805,824 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $301,955$281,024
X-2 Savings and temporary cash investmentsStart of year $375,012$375,079
X-3 Pledges and grants receivable$132,200
X-9 Prepaid expenses and deferred chargesStart of year $7,633$7,633
X-10c Land, buildings and equipment, netStart of year $6,025$6,450
X-15 Other assetsStart of year $3,438$3,438
X-16 Total assetsStart of year $694,063$805,824
X-17 Accounts payable and accrued expensesStart of year $114,925$71,521
X-19 Deferred revenueStart of year $15,000$46,800
X-26 Total liabilitiesStart of year $129,925$118,321
X-27 Net assets without donor restrictionsStart of year $564,138$687,503
X-32 Total net assets or fund balancesStart of year $564,138$687,503
X-33 Total liabilities and net assetsStart of year $694,063$805,824
Part XI · Reconciliation of net assets $687,503 net assets at year end
XI-1 Total revenue$1,718,430
XI-2 Total expenses$1,595,065
XI-3 Revenue less expenses$123,365
XI-4 Net assets at start of year$564,138
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$687,503

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

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