Nonprofit · EIN 36-6080766
MILLION DOLLAR ROUND TABLE FOUNDATION
Tax-exempt · PARK RIDGE, IL 60068
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $3,313,938 | $2,633,600 | $680,338 | $38,843,251 | $39,172 | $38,804,079 |
| August 31, 2024 | 990 | $2,879,720 | $2,383,412 | $496,308 | $37,279,866 | $135,565 | $37,144,301 |
| August 31, 2023 | 990 | $1,984,618 | $2,292,293 | -$307,675 | $33,715,111 | $184,371 | $33,530,740 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $1,872,977
- Program service revenue
- $0
- Investment income
- $1,425,805
- Net gain from sales of assets
- $616,929
- Other revenue
- $15,156
Expenses
- Grants and similar amounts paid
- $2,132,051
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $7,999
- Program services (functional)
- $2,180,926
- Management and general (functional)
- $390,584
- Fundraising (functional)
- $62,090
Balance sheet and other
- Total assets, start of year
- $37,279,866
- Total assets, end of year
- $38,843,251
- Total liabilities, end of year
- $39,172
- Net assets, end of year
- $38,804,079
- Land, buildings and equipment
- $21,608
- Publicly traded securities
- $24,515,274
- Net assets without donor restrictions
- $38,804,079
- Gross receipts
- $11,397,569
- Employees
- 0
- Volunteers
- 361
- Year formed
- 1959
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHELE L STAUFF CFRE | EXECUTIVE DIRECTOR Officer | 40 | $0 | $172,163 | $43,659 |
| KAREN MATTS | MANAGER OF STRATEGIC PARTNERSHIPS Highest-paid employee | 40 | $0 | $114,794 | $28,080 |
| ALESSANDRO M FORTE FCII CFP | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDREW C LORD CLU CHFC | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID C BLAKE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HEATHER LINDSLEY LUTCF RICP | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TIMOTHY DANIEL CLAIRMONT MSFS LACP | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN R BENTON JR CHFC CLTC | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHAN FANGGARA CFP | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JULIANNE HERTEL CLU CHFC | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| THIAN LUNG JONG | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JENNIFER P MANN MBA CFP | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| MILIANA MARTEN AEPP | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| GARY METCALF DIPPFS | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| DANA MITCHELL CFP CLU | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HU MONG MONG SIEM | TRUSTEE Trustee or director | 0.5 | $0 |
| ADDIE MURDOCK | TRUSTEE Trustee or director | 0.5 | $0 |
| PARESH B SHAH CFP | TRUSTEE Trustee or director | 0.5 | $0 |
| ROSS VANDERWOLF CFP | TRUSTEE Trustee or director | 0.5 | $0 |
| WONG HUI DELIA | TRUSTEE Trustee or director | 0.5 | $0 |
| CHENG HUANN YEOH CHFC CLU | TRUSTEE Trustee or director | 0.5 | $0 |
| GREGORY B GAGNE CHFC CHFC | EXECUTIVE COMMITTEE LIASON Trustee or director | 0.25 | $0 |
990 for the year ended August 31, 2024: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHELE STAUFF CFRE | EXECUTIVE DIRECTOR Officer | 40 | $0 | $177,163 | $23,751 |
| KAREN MATTS | GLOBAL DEVELOPMENT MANAGER Highest-paid employee | 40 | $0 | $114,794 | $26,141 |
| MOHAMAD MANMOHAN ABDULLAH CHFC CLU | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| ADRIAN P BAKER DIPPFS | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN R BENTON JR CHFC CLTC | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| DAVID C BLAKE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TIMOTHY DANIEL CLAIRMONT CFP MSFS | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| ALESSANDRO M FORTE FCII CFP | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SIMON JOHN GIBSON DIPPFS | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JULIANNE HERTEL CLU CHFC | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| HEATHER LINDSLEY LUTCF RICP | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDREW C LORD CLU CHFC | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MILIANA MARTEN AEPP | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| AURORA L TANCOCK FLMI CFP | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| ROSS VANDERWOLF CFP | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| CHENG HUANN YEOH CHFC CLU | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHAN FANGGARA CFP | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| THIAN LUNG JONG | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| ADDIE MURDOCK | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| PARESH B SHAH CFP | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| PEGGY TSAI RFP CCFP | EXECUTIVE COMMITTEE LIASON Trustee or director | 0.25 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHELE STAUFF | EXECUTIVE DIRECTOR Officer | 40 | $0 | $169,118 | $21,781 |
| KAREN MATTS | GLOBAL DEVELOPMENT MANAGER Highest-paid employee | 40 | $0 | $105,937 | $18,621 |
| MOHAMAD MANMOHAN ABDULLAH CHFC CLU | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHAEL P AUSTIN CFP CHFC | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| ADRIAN P BAKER DIPPFS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN R BENTON JR CHFC CLTC | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| DAVID C BLAKE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TIMOTHY DANIEL CLAIRMONT CFP MSFS | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| ALESSANDRO M FORTE FCII FPFS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SIMON JOHN GIBSON DIPPFS | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JULIANNE HERTEL CLU CLTC | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| HEATHER LINDSLEY LUTCF RICP | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| ANDREW C LORD CLU CHFC | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MILIANA MARTEN CFP AEPP | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| THOMAS R MCCOY CLTC | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| RANDY L SCRITCHFIELD CFP LUTCF | EXECUTIVE COMMITTEE LIAISON Trustee or director | 0.25 | $0 | $0 | $0 |
| ALEEN M SWOFFORD CLU CHFC | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| AURORA L TANCOCK FLMI CFP | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| ROSS VANDERWOLF CFP | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| BRIAN P WALSH CLU CHFC | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHENG HUANN YEOH CHFC CLU | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 325 W TOUHY AVE, PARK RIDGE, IL 60068-4204
- Principal officer (990 for 2024)
- MICHELE L STAUFF, 325 W TOUHY AVENUE, PARK RIDGE, IL 60068
- Signed the 990
- MICHELE L STAUFF, EXECUTIVE DIRECTOR
- Phone
- (847) 585-8943
- Website
- WWW.MDRTFOUNDATION.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE MDRT FOUNDATION GIVES TO CHARITABLE ORGANIZATIONS WORLDWIDE, DEMONSTRATING THE GENEROSITY, SERVICE, AND IMPACT OF MDRT MEMBERS.
Program accomplishments
- THE MDRT FOUNDATION PROVIDES GRANT FUNDING TO A DIVERSE RANGE OF CHARITABLE PROGRAMS WORLDWIDE. GRANT AWARDS ARE DETERMINED BY A GRANT APPLICATION PROCESS, FOUNDATION POLICY, OR BY THE BOARD OF TRUSTEES. ALL GRANT RECIPIENTS MUST MEET ELIGIBILITY REQUIREMENTS, INCLUDING OPERATING AS A NOT-FOR-PROFIT FOR CHARITABLE PURPOSES.Expenses $2,180,926 · grants $2,132,051
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 36-6080766
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1966
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $38,843,251
- Income (IRS master file)
- $11,397,569
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $3,313,938 | $2,633,600 | $38,843,251 | XML |
| 990 | August 2024 | $2,879,720 | $2,383,412 | $37,279,866 | XML |
| 990 | August 2023 | $1,984,618 | $2,292,293 | $33,715,111 | XML |
| 990 | August 2022 | $3,474,556 | $2,185,060 | $32,121,511 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-6080766).
Questions about MILLION DOLLAR ROUND TABLE FOUNDATION
- What is the EIN of MILLION DOLLAR ROUND TABLE FOUNDATION?
- The employer identification number (EIN) of MILLION DOLLAR ROUND TABLE FOUNDATION is 36-6080766.
- Is MILLION DOLLAR ROUND TABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to MILLION DOLLAR ROUND TABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MILLION DOLLAR ROUND TABLE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MILLION DOLLAR ROUND TABLE FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILLION DOLLAR ROUND TABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of MILLION DOLLAR ROUND TABLE FOUNDATION?
- The 990 for the year ended August 31, 2025 names MICHELE L STAUFF.
- Who are the officers and directors of MILLION DOLLAR ROUND TABLE FOUNDATION?
- The 990 for the year ended August 31, 2025 lists 22 people; 0 received compensation from the organization.
- How much revenue does MILLION DOLLAR ROUND TABLE FOUNDATION have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $3,313,938, expenses of $2,633,600 and total assets of $38,843,251 at year end.
Other nonprofits in PARK RIDGE
- TEAMSTERS LOCAL UNION NO 727 HEALTH AND WELFARE FUND EIN 36-6069119 · last filed 990 for 2025
- MILLION DOLLAR ROUND TABLE EIN 36-2138427 · last filed 990 for 2024
- AMERICAN SOCIETY OF SAFETY PROFESSIONALS EIN 36-2413556 · last filed 990 for 2025
- PARK RIDGE COUNTRY CLUB EIN 36-1599820 · last filed 990 for 2025
- AVENUES TO INDEPENDENCE EIN 36-6008710 · last filed 990 for 2025
- MDRT ACADEMY EIN 81-4966111 · last filed 990 for 2024
- INTERNATIONAL BROTHERHOOD OF TEAMSTERS EIN 36-0759640 · last filed 990 for 2025
- TEAMSTERS LOCAL UNION NO 727 LEGAL ASSISTANCE TRUST FUND EIN 36-3429967 · last filed 990 for 2025