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EIN 36-2138427

Million Dollar Round Table

IRS 501(c) type
501(c)(6)
Num. employees
141
City
Park Ridge
State
Illinois
Year formed
1969
Most recent tax filings
2022-12-01
NTEE code, primary
S40: Business and Industry
Description
The mission of the Million Dollar Round Table is to be a valued member-driven international 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. 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.
Total revenues
$61,600,919
2022
Total expenses
$65,994,584
2022
Total assets
$137,371,099
2022
Num. employees
141
2022

Program areas at Million Dollar Round Table

Mdrt hosts meetings programmed with educational and motivational content designed to benefit the careers of insurance and financial services professionals. During 2022, mdrt resumed on site events to engage audiences. These meetings were attended by over 10,000 insurance and financial services professionals.
Mdrt provides digital content that is housed on its resource zone. This includes mdrt podcasts, videos, meeting transcripts and the mdrt blog.
Mdrt publishes a bi-monthly periodical that concentrates on trends and opportunities specific to the financial services profession.

Grants made by Million Dollar Round Table

GranteeGrant descriptionAmount
Million Dollar Round Table FoundationGrants To Other Charitable Organizations$313,843
ASAE Research FoundationContributions$10,000

Personnel at Million Dollar Round Table

NameTitleCompensation
Stephen P StahrChief Executive Officer$931,119
Barbara O'ConnorManaging Director$280,413
Mark LeonSenior Director , Finance$116,780
James UnanderSenior Director , It / Director Information Technology / Director of Information Technology$243,976
Jim UnanderSenior Director , It$233,884
...and 13 more key personnel

Financials for Million Dollar Round Table

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$60,993,536
Investment income and dividends$2,238,673
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-2,268,537
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$502,629
Miscellaneous revenues$134,618
Total revenues$61,600,919

Form 990s for Million Dollar Round Table

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-14990View PDF
2021-122022-11-15990View PDF
2020-122021-11-12990View PDF
2018-122019-10-12990View PDF
2017-122018-10-16990View PDF
...and 7 more Form 990s
Data update history
January 19, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 17, 2024
Updated personnel
Identified 1 new personnel
January 11, 2024
Updated personnel
Identified 2 new personnel
December 28, 2023
Used new vendors
Identified 6 new vendors, including , , , , , and
July 16, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Trade associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Business and industry
Characteristics
MembershipsOperates internationallyCommunity engagement / volunteering
General information
Address
325 W Touhy Ave
Park Ridge, IL 60068
Metro area
Chicago-Naperville-Elgin, IL-IN-WI
County
Cook County, IL
Website URL
mdrt.org/ 
Phone
(847) 692-6378
Facebook page
million-dollar-round-table 
Twitter profile
@mdrtweet 
IRS details
EIN
36-2138427
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1969
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S40: Business and Industry
NAICS code, primary
813910: Trade Associations
Parent/child status
Central organization
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