Greenwich Roundtable Inc
- Assets
- $429.1k
- Revenue
- $24.5k
- Investments
- $416.8k
- Employees
- 0
- Location
- Greenwich, CT
- Founding
- 06/2003
- Data as of
- 12/2021
- EIN
- 65-1164239
Organization Overview
Greenwich Roundtable Inc is located in Greenwich, CT. The organization was established in 2003. According to its NTEE Classification (S02) the organization is classified as: Management & Technical Assistance, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Greenwich Roundtable Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Greenwich Roundtable Inc generated $24.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (30.2%) each year. All expenses for the organization totaled $110.5k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE AN EDUCATIONAL VENUE FOR INVESTMENT PHILOSOPHY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ACTIVITIES OF THE ORGANIZATION, INCLUDE THE FOLLOWING; (A) MAINTAIN A WEBSITE, WHICH WILL OFFER ACCESS TO SESSIONS FOR MEMBERS UNABLE TO ATTEND AND PROVIDE AN HISTORICAL REFERENCE LIBRARY FOR MEMBERS. (B) FACILITATE ROUNDTABLE SESSIONS FOR MEMBERS WHO ARE ACCREDITED INVESTORS WHERE THEY CAN MEET IN AN INFORMAL VENUE WITH ALTERNATIVE INVESTMENT MANAGERS TO LEARN THEIR PERSPECTIVES ON VARIOUS COMPLEX ISSUES. (C) PERFORM RESEARCH AND ANALYSIS OF BEST PRACTICES ENCOMPASSING ALTERNATIVE INVESTMENT FUND OPERATIONS FOR THE INVESTMENT COMMUNITY AS WELL AS OTHER INTERESTED PARTIES AND MANAGEMENT AND TO ARTICULATE AND COMMUNICATE THOSE PRACTICES
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joanne Rivers Treasurer | Officer | 5 | $11,250 |
Stephen Mcmenamin Executive Director, Board Trustee | OfficerTrustee | 20 | $0 |
John Griswold Board Chairman | OfficerTrustee | 8 | $0 |
Philip Zecher Board Trustee | Trustee | 1.5 | $0 |
Kurt Schacht Board Trustee | Trustee | 1.5 | $0 |
Von Hughes Board Trustee | Trustee | 1.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $15,450 |
| Investment income | $9,098 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $24,548 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $1,700 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $43,100 |
| Advertising and promotion | $20,857 |
| Office expenses | $4,821 |
| Information technology | $14,866 |
| Royalties | $0 |
| Occupancy | $9,765 |
| Travel | $178 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $7,446 |
| All other expenses | $0 |
| Total functional expenses | $110,519 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $267 |
| Savings and temporary cash investments | $8,665 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $3,414 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $416,802 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $429,148 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $429,148 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $429,148 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Greenwich Roundtable Inc has recieved totaling $250.
| Awarding Organization | Amount |
|---|---|
Twin Chimney Inc Jenkintown, PA PURPOSE: GENERAL SUPPORT | $250 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Interactive Advertising Bureau Inc New York, NY | $33,308,334 | $28,026,352 |
Fuller Road Management Corporation Albany, NY | $601,969,946 | $4,855,956 |
Object Management Group Inc Milford, MA | $2,365,622 | $6,803,088 |
New York City Industrial Technology Assistance Corporation New York, NY | $2,890,075 | $3,091,612 |
Metro Iaf Inc Jamaica, NY | $14,740,906 | $11,706,994 |
Long Island Builders Institute Inc Islandia, NY | $791,681 | $1,652,443 |
Callahan Management Training Center Inc Syracuse, NY | $786,025 | $1,731,889 |
Builders Exchange Inc Rochester, NY | $3,756,209 | $1,721,485 |
Vision Ed Inc Brooklyn, NY | $327,242 | $1,213,822 |
Empire State Supervisors & Administrators Association Lincolndale, NY | $610,477 | $805,943 |
International Caterers Association Educational Foundation Staten Island, NY | $957,406 | $726,001 |
Continuum Management Corporation New Haven, CT | $7,811,943 | $599,107 |