Million Dollar Round Table
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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$153.2M
+1.6% YoY
Annual Giving
$13.1M
+3948.9% YoY
Grant Count
4
+100.0% YoY
Avg Grant Size
$3.3M
+1924.5% YoY
About Million Dollar Round Table
Based on IRS filings
Million Dollar Round Table is a nonprofit organization, based in PARK RIDGE, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $153.2M in total assets. In 2024, it awarded 4 grants totaling $13.1M. Net investment income was $10.0M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $153,169,745 | $150,827,969 | $137,371,099 |
| Revenue | $85,265,275 | $69,970,199 | $61,600,919 |
| Expenses | $82,717,930 | $64,463,660 | $65,994,584 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $9,996,310 | $1,692,140 | $-29,864 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PEGGY TSAI | FORMER PAST PRESIDENT | 5 | $61,041 |
| AURORA TANCOCK | SECRETARY | 5 | $35,206 |
| GREG GAGNE | PAST PRESIDENT | 10 | $88,788 |
| CAROL KHENG | PRESIDENT | 5 | $112,308 |
| JOHN NICHOLS | 1ST VICE PRESIDENT | 5 | $48,914 |
| CLAY GILLESPIE | 2ND VICE PRESIDENT | 5 | $58,924 |
| STEPHEN STAHR | CEO | 39 | $994,021 |
| BARBARA O'CONNOR | MANAGING DIRECTOR | 39.5 | $333,529 |
| SMRUTI RAJAGOPALAN | SENIOR DIRECTOR, STRATEGY | 39.5 | $286,280 |
| PAMELA BROWN | DIRECTOR OF LEADERSHIP AND | 39.5 | $266,080 |
| LAURA GOOD | SENIOR DIRECTOR, HR | 39.5 | $280,909 |
| JAMES UNANDER | SENIOR DIRECTOR OF IT | 39.5 | $257,583 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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