The Nonprofit Roundtable of Greater Washington

Nonprofit profile at a glance

EIN
161626729
IRS 990 coverage
2011–2013
Forms available
Form 990 2013
Location
Washington, DC, USA
Phone
2029556187
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Public Foundations

Official website

Reported finances

Revenue
$1,149,759
Expenses
$1,754,459
Assets
$900,659
Liabilities
$146,455

Source: IRS Form 990. Selected filing: tax year 2013. Amounts in USD.

Leadership & pay

18 people listed

Executive titles in this filing

  • LEON-TAYLOR DIANA (CEO & PRESIDENT (UNTIL 07/2014))
  • FISHMAN-KURZ AMY (INTERIM PRESIDENT)

Highest reported compensation

  • LEON-TAYLOR DIANA (CEO & PRESIDENT (UNTIL 07/2014)): $107,250 total reported compensation
  • FISHMAN-KURZ AMY (INTERIM PRESIDENT): $84,118 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2013. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To build the strength, influence and visibility of the nonprofit community in greater Washington towards a more just and caring community.

What it reported doing in 2013

Sector strengthening and leadership development - the roundtable's membership includes service providers, advocacy groups and foundations, all working together for a stronger nonprofit sector. The roundtable provides direct support to the nonprofit sector through peer-to-peer discussions among nonprofit leaders; public policy forums to foster dialogue between nonprofit leaders and public officials; and media workshops. The roundtable promotes leadership in the nonprofit sector through events tailored to address issues faced by nonprofit executive directors. The roundtable has also invested in emerging nonprofit leaders to develop their leadership skills. Ongoing leadership development support includes email communications, referrals, coaching and peer-mentoring.

Operating model

Revenue model
Donor-supported. 65% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 96% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 83
  • Accountability: 100
  • Sustainability: 18
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 74.6%; rating input score 75
  • Fundraising efficiency: $6.56 raised per $1 spent on fundraising; rating input score 28; 28th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 19th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 71.8%; rating input score 72; 27th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -52.6%; rating input score 2; 2nd percentile among comparable filings
  • Total-asset coverage ratio: 0.51; rating input score 28; 28th percentile among comparable filings
  • Liabilities to assets ratio: 0.16; rating input score 45; 45th percentile among comparable filings
  • Officer compensation ratio: 10.9%; rating input score 31; 31st percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -28.6% per year; rating input score 0; 3rd percentile among comparable filings
  • Asset growth: -21.1% per year; rating input score 0; 5th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 74.6% of spending went to programs
  • Governance: 15 of 15 board members independent · 8 of 8 filing controls reported
  • Programs: 2 filed program accomplishments · $1.3M in reported program spending
  • Leadership: top reported pay $107K · 18 people listed
  • Consistency: 34 of 35 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 2 filing years from 2011 to 2013
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Related organizations: 4 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Growth: Revenue growth scored 0/100.
  • High — Financial Efficiency: Fundraising efficiency scored 28/100.
  • High — Sustainability: Operating margin scored 2/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 28/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 31/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 45/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.