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THE MISSION OF THE MILLION DOLLAR ROUND TABLE (MDRT) IS TO BE A VALUED MEMBER-DRIVEN GLOBAL NETWORK OF LEADING INSURANCE AND INVESTMENT FINANCIAL SERVICE PROFESSIONALS WHO SERVE THEIR CLIENTS BY EXEMPLARY PERFORMANCE AND THE HIGHEST STANDARD OF ETHICS, KNOWLEDGE, SERVICE, AND PRODUCTIVITY.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$85.3M
Total Contributions
$0
Total Expenses
▼$82.7M
Total Assets
$153.2M
Total Liabilities
▼$13M
Net Assets
$140.2M
Officer Compensation
→$1.5M
Other Salaries
$15.1M
Investment Income
$10M
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
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| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $85.3M | $0 | $82.7M | $153.2M | $140.2M |
| 2023 | $70M | $0 | $64.5M | $150.8M | $133.5M |
| 2022 | $61.6M | $0 | $66M | $137.4M | $119.5M |
| 2021 | $77.5M | $0 | $53.5M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
| Total |
|---|
| Stephen Stahr | CEO | 39 | $994K | $0 | $150.1K | $1.1M |
| Carol Kheng | President | 5 | $112.3K | $0 | $0 | $112.3K |
| Greg Gagne | Past President | 10 | $88.8K | $0 | $0 | $88.8K |
| Peggy Tsai | Former Past President | 5 | $61K | $0 | $0 | $61K |
| Clay Gillespie | 2nd Vice President | 5 | $58.9K | $0 | $0 | $58.9K |
| John Nichols | 1st Vice President | 5 | $48.9K | $0 | $0 | $48.9K |
| Aurora Tancock | Secretary | 5 | $35.2K | $0 | $0 | $35.2K |
Stephen Stahr
CEO
$1.1M
Hrs/Wk
39
Compensation
$994K
Related Orgs
$0
Other
$150.1K
Carol Kheng
President
$112.3K
Hrs/Wk
5
Compensation
$112.3K
Related Orgs
$0
Other
$0
Greg Gagne
Past President
$88.8K
Hrs/Wk
10
Compensation
$88.8K
Related Orgs
$0
Other
$0
Peggy Tsai
Former Past President
$61K
Hrs/Wk
5
Compensation
$61K
Related Orgs
$0
Other
$0
Clay Gillespie
2nd Vice President
$58.9K
Hrs/Wk
5
Compensation
$58.9K
Related Orgs
$0
Other
$0
John Nichols
1st Vice President
$48.9K
Hrs/Wk
5
Compensation
$48.9K
Related Orgs
$0
Other
$0
Aurora Tancock
Secretary
$35.2K
Hrs/Wk
5
Compensation
$35.2K
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Barbara O'Connor | Managing Director | 39.5 | $333.5K | $0 | $40.1K | $373.6K |
| Smruti Rajagopalan | Senior Director, Strategy | 39.5 | $286.3K | $0 | $34.7K | $321K |
| Laura Good | Senior Director, Hr | 39.5 | $280.9K | $0 | $22.3K | $303.2K |
| Pamela Brown | Director Of Leadership And | 39.5 | $266.1K | $0 | $33K | $299K |
| James Unander | Senior Director Of It | 39.5 | $257.6K | $0 | $31.7K | $289.3K |
Barbara O'Connor
Managing Director
$373.6K
Hrs/Wk
39.5
Compensation
$333.5K
Related Orgs
$0
Other
$40.1K
Smruti Rajagopalan
Senior Director, Strategy
$321K
Hrs/Wk
39.5
Compensation
$286.3K
Related Orgs
$0
Other
$34.7K
Laura Good
Senior Director, Hr
$303.2K
Hrs/Wk
39.5
Compensation
$280.9K
Related Orgs
$0
Other
$22.3K
| $156.8M |
| $132.4M |
| 2020 | $46M | $0 | $40.5M | $144.3M | $118.2M |
| 2019 | $63.2M | $0 | $52.6M | $127.8M | $109.7M |
| 2018 | $58.6M | $0 | $44.6M | $105.4M | $90.8M |
| 2017 | $52.9M | $0 | $36.6M | $100.4M | $83.6M |
| 2016 | $44.7M | $0 | $33.8M | $74.9M | $64.1M |
| 2015 | $35M | $0 | $27.8M | $67.1M | $53.2M |
| 2014 | $38.2M | $0 | $30.6M | $57.2M | $46.8M |
| 2013 | $32.9M | $0 | $28.2M | $51.4M | $43.1M |
| 2012 | $31.6M | $0 | $25.5M | $43.7M | $34.3M |
| 2011 | $29.5M | $0 | $23M | $37M | $27M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data | PDF not yet published by IRS |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
Pamela Brown
Director Of Leadership And
$299K
Hrs/Wk
39.5
Compensation
$266.1K
Related Orgs
$0
Other
$33K
James Unander
Senior Director Of It
$289.3K
Hrs/Wk
39.5
Compensation
$257.6K
Related Orgs
$0
Other
$31.7K