2025-06-18T13:11:35-05:00 2024-12-31 541487262 MATTHEWS CARTER & BOYCE 12500 FAIR LAKES CIRCLE SUITE 260 FAIRFAX VA 22033 990 2024-01-01 542174467 LEADERSHIP ROUNDTABLE INC LEAD 2026355820 1775 I ST NW 1150 WASHINGTON DC 20006 KATHLEEN PORTER-MAGEE MANAGING PARTNER 2026355820 2025-06-13 1 0 KATHLEEN M FLAHERTY P00969957 7032183600 2025-06-05 2024 2025-03-06 01:10:19Z KATHLEEN PORTER-MAGEE 1775 I ST NW 1150 WASHINGTON DC 20006 2256419 0 X WWW.LEADERSHIPROUNDTABLE.ORG X 2005 DE IN PARTNERSHIP WITH LAY, ORDAINED, AND RELIGIOUS LEADERS AND ORGANIZATIONS ACROSS ALL SECTORS OF THE CATHOLIC COMMUNITY IN THE UNITED STATES AND ROME, LEADERSHIP ROUNDTABLE SEEKS TO ELEVATE AND IMPLEMENT BEST PRACTICES IN MANAGEMENT AND LEADERSHIP TO ESTABLISH A CULTURE OF CO-RESPONSIBLE, SERVANT LEADERSHIP FOR A HEALTHY, THRIVING CHURCH IN THE U.S.LEADERSHIP ROUNDTABLE HOLDS THE SEAL OF EXCELLENCE FROM THE STANDARDS FOR EXCELLENCE INSTITUTE. THE SEAL OF EXCELLENCE IS A PEER REVIEWED ACCREDITED RECOGNITION INDICATING THE ORGANIZATION FOLLOWS BEST NONPROFIT MANAGEMENT PRACTICES. 22 22 15 22 0 0 3398591 1461703 650849 763550 9517 30094 3139 1072 4062096 2256419 0 0 0 0 2380356 2247395 0 0 309333 784704 1085406 3165060 3332801 897036 -1076382 3944517 2589587 411282 132734 3533235 2456853 X SEE SCHEDULE OIN PARTNERSHIP WITH LAY, ORDAINED, AND RELIGIOUS LEADERS AND ORGANIZATIONS ACROSS ALL SECTORS OF THE CATHOLIC COMMUNITY IN THE UNITED STATES AND ROME, LEADERSHIP ROUNDTABLE SEEKS TO ELEVATE AND IMPLEMENT BEST PRACTICES IN MANAGEMENT AND LEADERSHIP TO ESTABLISH A CULTURE OF CO-RESPONSIBLE, SERVANT LEADERSHIP FOR A HEALTHY, THRIVING CHURCH IN THE U.S. 0 0 2731417 764622 LEADERSHIP ROUNDTABLE PROGRAMS - CONVENING EXPERTS IN BEST CHURCH MANAGEMENT PRACTICES TO RESEARCH AND DISSEMINATE FINDINGS; TRAINING LEADERS THROUGH OUR MISSION MANAGEMENT MODEL PROGRAMS; AND DEVELOPING HISPANIC/LATINO LEADERS THROUGH OUR NEWEST INITIATIVE THE LATINO PASTORAL LEADERS INITIATIVE. 2731417 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 18 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X ANA LARMOUR 2026355820 1775 I ST NW WASHINGTON DC 20006 ELIZABETH MCCAUL CO-CHAIR 1.00 X X 0 0 0 REV MICHAEL J GARANZINI SJ VICE CHAIR & SECRETARY 1.00 X X 0 0 0 MS KERRY ROBINSON BOARD MEMBER 1.00 X 0 0 0 FR JOHN BEAL BOARD MEMBER 1.00 X 0 0 0 MR GENE MCQUADE BOARD MEMBER 1.00 X 0 0 0 MR JIM PERRY BOARD MEMBER 1.00 X 0 0 0 MS BRITISH ROBINSON BOARD MEMBER 1.00 X 0 0 0 BRIAN B REYNOLDS BOARD MEMBER 1.00 X 0 0 0 JOSEPH REGAN CO-CHAIR 1.00 X X 0 0 0 MS CHRISTINA LAMAS BOARD MEMBER 1.00 X 0 0 0 HON MICHAEL MONTELONGO BOARD MEMBER 1.00 X 0 0 0 ROBERT GASSER TREASURER 1.00 X X 0 0 0 DANIEL DENIHAN BOARD MEMBER 1.00 X 0 0 0 KEVIN MCLAUGHLIN BOARD MEMBER 1.00 X 0 0 0 REV JOHN J WALL BOARD MEMBER 1.00 X 0 0 0 PAUL C REILLY BOARD MEMBER 1.00 X 0 0 0 REV J BRYAN HEHIR BOARD MEMBER 1.00 X 0 0 0 LT GEN RET JAMES M DUBIK BOARD MEMBER 1.00 X 0 0 0 MS SUSAN KING BOARD MEMBER 1.00 X 0 0 0 GEOFFREY T BOISI FOUNDER 1.00 X 0 0 0 BRYAN FGRANE BOARD MEMBER 1.00 X 0 0 0 SR TERE MAYA CCVI BOARD MEMBER 1.00 X 0 0 0 PATRICK MARKEY MANAGING PARTNER (THRU MAY 31, 2024) 40.00 X 116494 0 10877 KATHLEEN PORTER-MAGEE MANAGING PARTNER 40.00 X 141346 0 4447 KATHLEEN QUIRK PARTNER 40.00 X 86346 0 533 LISA METCALFE DIRECTOR, SERVICES & PROGR 40.00 X 175000 0 2269 KIMBERLEY SMOLIK PARTNER (THRU AUGUST 5, 2024) 40.00 X 156581 0 11507 MICHAEL BROUGH PARTNER 40.00 X 239476 0 1868 DEACON PATRICK STOKELY SENIOR PROGRAM MANAGER 40.00 X 156444 0 12616 KEVIN KENNEDY SENIOR LEADERSHIP DIRECTOR 40.00 X 147420 0 25626 1219107 0 69743 8 0 1 0 ANA LARMOUR 318 NESSLIN CRES SASKATOON SK CA S7J4V7 FINANCE AND OPERATIONS CONSULTING 174210 1 1461703 50000 1461703 PROGRAM SERVICES 900099 758879 758879 PUBLICATIONS 900099 4671 4671 763550 30094 30094 MISCELLANEOUS INCOME 900099 1072 1072 1072 2256419 764622 0 30094 X 365024 293220 33040 38764 1604171 1288611 145205 170355 130938 105181 11852 13905 147262 118294 13330 15638 9679 9679 52384 35693 16691 390791 356001 498 34292 39535 24195 13529 1811 74279 42433 6566 25280 12913 3409 9504 57292 32565 17558 7169 401869 401869 3582 3582 7362 7362 MISCELLANEOUS 35720 29946 3655 2119 3332801 2731417 292051 309333 30904 676323 674265 991553 3138557 802496 55977 100128 23935 12906 37703 31657 9628 6046 11251 135 3944517 2589587 339007 127784 61500 4950 10775 0 411282 132734 X -484379 704044 4017614 1752809 3533235 2456853 3944517 2589587 -1076382 0 X X 0 1 X 1 0 X 1517254 2527430 3581917 3398591 1461703 12486895 1517254 2527430 3581917 3398591 1461703 12486895 5529214 6957681 788 191 103 9517 30094 40693 3139 1072 4211 12531799 3488921 0.55520 0.56760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32148 26102 6046 5555 5555 0 6046 X 2256419 0 2256419 0 2256419 3332801 0 3332801 0 3332801 PART X, LINE 2: THE ORGANIZATION HAS DETERMINED THAT IT CURRENTLY DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. IF THIS POSITION CHANGES, THE ORGANIZATION WILL ASSESS THE IMPACT OF ANY SUCH MATTERS ON ITS STATEMENT OF FINANCIAL POSITION AND ITS RESULTS OF OPERATIONS. NORTH AMERICA 0 1 ACCOUNTING, ADMINISTRATIVE, AND PROGRAMMATIC SUPPORT FOR THE US OFFICE. ACCOUNTING, ADMINISTRATIVE, SUPPORT OF GRANT AND ALL VARIOUS PROGRAM ACTIVITIES OFFERED. 174210 0 1 0 0 0 1 174210 0 174210 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 MICHAEL BROUGH PARTNER 239476 0 0 0 0 0 0 0 1868 0 241344 0 0 0 LISA METCALFE DIRECTOR, SERVICES & PROGR 175000 0 0 0 0 0 0 0 2269 0 177269 0 0 0 KEVIN KENNEDY SENIOR LEADERSHIP DIRECTOR 147420 0 0 0 0 0 0 0 25626 0 173046 0 0 0 DEACON PATRICK STOKELY SENIOR PROGRAM MANAGER 156444 0 0 0 0 0 0 0 12616 0 169060 0 0 0 KIMBERLEY SMOLIK PARTNER (THRU AUGUST 5, 2024) 156581 0 0 0 0 0 0 0 11507 0 168088 0 0 0 X 1 50000 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS SUB-COMMITTEES THAT MEET REGULARLY AND REPORT TO THE BOARD OF DIRECTORS (THE BOARD). MINUTES FOR THE SUB-COMMITTEE MEETINGS ARE RECORDED. EACH SUB-COMMITTEE THAT REPORTS TO THE BOARD ARE RECORDED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS E-MAILED TO ALL BOARD MEMBERS PRIOR TO THE MEETING CLOSEST TO THE FILING DATE. THE FORM 990 IS ALSO INCLUDED IN THE BOARD PACKET PROVIDED TO ALL BOARD MEMBERS AT THE BOARD MEETING. MEMBERS ARE GIVEN AN OPPORTUNITY TO REVIEW AND COMMENT ON THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS MUST COMPLETE AND FILE A CONFLICT OF INTEREST FORM EACH JUNE. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD. AFFECTED BOARD MEMBERS ARE PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATION AND DECISIONS ON TRANSACTIONS WITH POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 NEW HIRE SALARY RANGES ARE DETERMINED BY CONSIDERATION AND DELIBERATION OF MEMBERS OF THE BOARD OF DIRECTORS USING MARKET COMPARISONS AND WAGE SURVEYS. PERSONNEL COSTS ARE REVIEWED ANNUALLY BY THE FINANCE COMMITTEE AND REVIEWED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 356,001. MANAGEMENT AND GENERAL EXPENSES 498. FUNDRAISING EXPENSES 34,292. TOTAL EXPENSES 390,791. PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SCHEDULE O - MANAGEMENT EXPLANATION LEADERSHIP ROUNDTABLE FOLLOWS NON-PROFIT ACCOUNT STANDARDS WITH REGARDS TO REVENUE RECOGNITION. THE REQUIREMENTS OF REVENUE RECOGNITION CAN LEAD TO SOME VOLATILITY IN THE TOTAL INCOME RECOGNIZED YEAR OVER YEAR. THE ORGANIZATION RECOGNIZES CONTRIBUTIONS WHEN CASH, SECURITIES, OR OTHER ASSETS ARE RECEIVED IN COMPLIANCE WITH GAAP STANDARDS. LEADERSHIP ROUNDTABLE'S FY23 AUDIT RECOGNIZED $2MM IN GRANTS RECEIVED IN DECEMBER OF 2023, THUS IMPACTING THE FY24 REPORT WHEN THE EXPENSES WERE INCURRED. SEE THE COMPARISON WITH FY23 ON PART 1 - SUMMARY: LINE 19, PAGE 1 OF THE 990. LEADERSHIP ROUNDTABLE CONSULTING LLC 1775 I ST NW 1150 WASHINGTON DC 20006 263500705 CONSULTING SERVICES DE N/A