2023-11-13T10:41:02-06:00 2022-12-31 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2022-01-01 237236607 THE BUSINESS ROUNDTABLE INC BUSI 2028721260 1000 MAINE AVE SW 500 WASHINGTON DC 200243557 MICHAEL ANDREWS SR. VP, FINANCE & ADMIN. 2028721260 2023-11-10 1 MICHAEL ANDREWS XXX-XX-XXXX 0 KRISTEN BARNETT P01234578 8133162300 2023-11-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z BUSINESS ROUNDTABLE JOSHUA BOLTEN 1000 MAINE AVE SW 500 WASHINGTON DC 200243557 67356348 0 X WWW.BUSINESSROUNDTABLE.ORG X 1972 DC THE BUSINESS ROUNDTABLE'S MISSION IS TO ADVOCATE POLICIES THAT PROMOTE U.S. INVESTMENT, A WORLD-CLASS WORKFORCE AND A DYNAMIC, GROWING ECONOMY. DRAWING ON THE EXPERTISE OF ITS CEO MEMBERS, THE BUSINESS ROUNDTABLE WORKS WITH ELECTED LEADERS AND REPRESENTATIVES OF EMPLOYERS AND EMPLOYEES TO FOSTER AN ECONOMIC ENVIRONMENT THAT BENEFITS ALL THE AMERICAN PEOPLE. 25 24 57 24 0 0 0 0 53225000 61800000 1927598 1093069 1643311 582686 56795909 63475755 3028329 1436442 0 0 23661162 24596957 0 0 0 32705134 33535498 59394625 59568897 -2598716 3906858 34720960 38627818 0 0 34720960 38627818 A CEO-LED ORGANIZATION WHOSE MISSION IS TO ADVOCATE POLICIES THAT PROMOTE U.S. INVESTMENT, A WORLD-CLASS WORKFORCE AND A DYNAMIC, GROWING ECONOMY. 0 0 THE BUSINESS ROUNDTABLE'S MISION IS TO ADVOCATE POLICIES THAT PROMOTE U.S. INVESTMENT, A WORLD-CLASS WORKFORCE AND A DYNAMIC, GROWING ECONOMY. DRAWING ON THE EXPERTISE OF ITS CEO MEMBERS, THE BUSINESS ROUNDTABLE WORKS WITH ELECTED LEADERS AND REPRESENTATIVES OF EMPLOYERS AND EMPLOYEES TO FOSTER AN ECONOMIC ENVIRONMENT THAT BENEFITS ALL THE AMERICAN PEOPLE. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 71 0 1 57 1 0 0 0 0 1 1 0 1 0 X 25 24 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 0 1 0 0 X DEWEY WELCH 2028721260 1000 MAINE AVE SW 500 WASHINGTON DC 200243557 MARY T BARRA CHAIRMAN 0.00 X 0 0 0 STEPHEN J SQUERI CHAIR, CORPORATE GOVERNANCE 0.00 X 0 0 0 SCOTT KIRBY CHAIR, EDUCATION & WORKFORCE 0.00 X 0 0 0 GEORGE R OLIVER CHAIR, ENERGY & ENVIRONMENT 0.00 X 0 0 0 GREG A ADAMS CHAIR, HEALTH & RETIREMENT 0.00 X 0 0 0 TIM COOK CHAIR, IMMIGRATION 0.00 X 0 0 0 BRENDAN P BECHTEL CHAIR, INFRASTRUCTURE 0.00 X 0 0 0 LANCE M FRITZ CHAIR, TRADE & INTERNATIONAL 0.00 X 0 0 0 LYNN J GOOD CHAIR, SMART REGULATION 0.00 X 0 0 0 GREGORY J HAYES CHAIR, TAX & FISCAL POLICY 0.00 X 0 0 0 ALFRED F KELLY JR CHAIR, TECHNOLOGY 0.00 X 0 0 0 DOUG MCMILLON CHAIR, NOMINATING & MBMSHP COMMITTEE 0.00 X 0 0 0 CRAIG ARNOLD AT LARGE BOARD MEMBER 0.00 X 0 0 0 DARIUS ADAMCZYK AT LARGE BOARD MEMBER 0.00 X 0 0 0 CORIE BARRY AT LARGE BOARD MEMBER 0.00 X 0 0 0 ROSALIND G BREWER AT LARGE BOARD MEMBER 0.00 X 0 0 0 JAMIE DIMON AT LARGE BOARD MEMBER 0.00 X 0 0 0 JIM FITTERLING AT LARGE BOARD MEMBER 0.00 X 0 0 0 BETH FORD AT LARGE BOARD MEMBER 0.00 X 0 0 0 JANE FRASER AT LARGE BOARD MEMBER 0.00 X 0 0 0 TRICIA GRIFFITH AT LARGE BOARD MEMBER 0.00 X 0 0 0 CHUCK ROBBINS AT LARGE BOARD MEMBER 0.00 X 0 0 0 DAN SCHULMAN AT LARGE BOARD MEMBER 0.00 X 0 0 0 ROBERT F SMITH AT LARGE BOARD MEMBER 0.00 X 0 0 0 JOSHUA BOLTEN CEO 40.00 X X 3808081 0 61453 MICHAEL ANDREWS TREASURER 40.00 X 514266 0 43282 ELIZABETH DOUGHERTY SECRETARY 40.00 2.00 X 603855 0 46132 MARIA GHAZAL SENIOR VICE PRESIDENT & COUNSEL 40.00 X 681700 0 46132 DANE LINN SENIOR VICE PRESIDENT 40.00 X 518392 0 38009 MATTHEW MILLER SENIOR VICE PRESIDENT 40.00 X 610620 0 43282 KRISTEN SILVERBERG PRESIDENT & COO 40.00 X 1832481 0 46132 MICHAEL STEEL SENIOR VICE PRESIDENT 40.00 1.00 X 876183 0 21342 9445578 0 345764 46 0 1 0 NOBODY MEDIA LLC 926 N ST NW STE 1 WASHINGTON DC 20001 CONSULTING/PROFESSIONAL SERVICES 2125300 INKLING LLC 523 BENFIELD RD STE 204 SEVERNA PARK MD 21146 CONSULTING/PROFESSIONAL SERVICES 1526580 PLANET TECHNOLOGIES INC 9801 WASHINGTON BLVD STE 360 GAITHERSBURG MD 20878 CONSULTING/PROFESSIONAL SERVICES 1381889 KEYBRIDGE RESEARCH LLC 3050 K ST NW STE 220 WASHINGTON DC 20007 CONSULTING/PROFESSIONAL SERVICES 1198000 DESIGN CUISINE 2659 SHIRLINGTON RD ARLINGTON VA 22206 CONSULTING/PROFESSIONAL SERVICES 936032 59 MEMBERSHIP DUES 900099 61800000 61800000 61800000 982649 982649 494782 0 494782 494782 494782 3991013 3880593 110420 110420 110420 REIMB. FROM BRT ACTION 900099 87904 87904 87904 63475755 61800000 0 1675755 1436442 5094684 14000477 3067194 1585615 848987 86633 61745 148182 1194183 1255436 1780704 4420149 363217 2139097 42376 PROGRAM EXPENSES 20566393 EXCISE TAXES 942995 EQUIPMENT & FURNITURE 337958 LEASEHOLD IMPROVEMENTS 160744 35686 59568897 2238405 2840500 10232420 8873820 21845591 26693865 404544 219633 34720960 38627818 0 0 X 0 0 0 0 34720960 38627818 34720960 38627818 34720960 38627818 3906858 0 X X 0 1 X 1 0 0 0 1 61800000 20411802 6988979 27400781 37080000 -9679219 0 X 63475755 0 63475755 0 63475755 59568897 0 59568897 0 59568897 PART X, LINE 2: MANAGEMENT EVALUATED THE TAX POSITION AND CONCLUDED THAT BRT HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENT. 1 A BETTER CHANCE INC 253 W 35TH ST FLOOR 6 NEW YORK NY 10001 237173492 501(C)(3) 10000 0 GENERAL SUPPORT AMERICAN ACTION FORUM 1747 PENNSYLVANIA AVE NW FLOOR 5 WASHINGTON DC 20006 270567765 501(C)(3) 40000 0 GENERAL SUPPORT BURNING GLASS INSTITUTE PO BOX 671 BALA CYNWYD PA 19004 873337620 501(C)(3) 100000 0 GENERAL SUPPORT CENTER FOR DEMOCRACY & TECHNOLOGY 1401 K ST NW STE 200 WASHINGTON DC 20005 521905358 501(C)(3) 12000 0 GENERAL SUPPORT CLIMATE SOLUTIONS FOUNDATION 233 PENNSYLVANIA AVE SE FLOOR 2 WASHINGTON DC 20003 825509939 501(C)(3) 50000 0 GENERAL SUPPORT CONGRESSIONAL BLACK CAUCUS FOUNDATION INC 1720 MASSACHUSETTS AVE NW WASHINGTON DC 20036 521160561 501(C)(3) 16500 0 GENERAL SUPPORT CONGRESSIONAL HISPANIC LEADERSHIP INSTITUTE 700 PENNSYLVANIA AVE SE STE 2004 WASHINGTON DC 20003 200392012 501(C)(3) 20000 0 GENERAL SUPPORT CONGRESSIONAL SPORTS FOR CHARITY PO BOX 1987 ALEXANDRIA VA 22313 812118591 501(C)(3) 15000 0 GENERAL SUPPORT CONSERVATIVE CLIMATE FOUNDATION INC 1090 VERMONT AVE NW STE 750 WASHINGTON DC 20005 871881200 501(C)(3) 50000 0 GENERAL SUPPORT FORMER MEMBERS OF CONGRESS 1401 K ST NW STE 901 WASHINGTON DC 20005 540883744 501(C)(3) 8000 0 GENERAL SUPPORT HORTON'S KIDS INC 400 VIRGINIA AVE SW STE C-130 WASHINGTON DC 20024 521755403 501(C)(3) 15000 0 GENERAL SUPPORT JOBS FOR THE FUTURE INC 50 MILK ST FLOOR 17 BOSTON MA 02109 061164568 501(C)(3) 35000 0 GENERAL SUPPORT JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES INC 633 PENNSYLVANIA AVE NW WASHINGTON DC 20004 521069070 501(C)(3) 10000 0 GENERAL SUPPORT MARCH OF DIMES INC 1550 CRYSTAL DR STE 1300 ARLINGTON VA 22202 131846366 501(C)(3) 10000 0 GENERAL SUPPORT NATIONAL ENERGY RESOURCES ORGANIZATION 1840 BILTMORE ST NW 21 WASHINGTON DC 20009 911850125 501(C)(3) 10000 0 GENERAL SUPPORT NATIONAL GOV ASSOC CENTER FOR BEST PRACTICES 444 N CAPITOL ST NW STE 267 WASHINGTON DC 20001 237391796 501(C)(3) 60000 0 GENERAL SUPPORT SMITHSONIAN INSTITUTION 750 9TH ST NW STE 3800 WASHINGTON DC 20001 530206027 501(C)(3) 75000 0 GENERAL SUPPORT TAX FOUNDATION 1325 G ST NW STE 950 WASHINGTON DC 20005 521703065 501(C)(3) 164000 0 GENERAL SUPPORT THE FAITH AND POLITICS INSTITUTE 110 MARYLAND AVE NE STE 504 WASHINGTON DC 20002 521759052 501(C)(3) 25000 0 GENERAL SUPPORT THURGOOD MARSHALL COLLEGE FUND 901 F ST NW STE 700 WASHINGTON DC 20004 411750692 501(C)(3) 10000 0 GENERAL SUPPORT TSC ALLIANCE 8737 COLESVILLE RD STE 400 SILVER SPRING MD 20910 953018799 501(C)(3) 20000 0 GENERAL SUPPORT WASHINGTON INTERNATIONAL TRADE FOUNDATION 1300 PENNSYLVANIA AVE NW STE G329 WASHINGTON DC 20004 521907420 501(C)(3) 12500 0 GENERAL SUPPORT AMERICAN ACTION NETWORK 1747 PENNSYLVANIA AVE NW FLOOR 5 WASHINGTON DC 20006 270730508 501(C)(4) 200000 0 GENERAL SUPPORT AMERICANS FOR TAX REFORM 722 12TH ST NW FLOOR 4 WASHINGTON DC 20005 521403587 501(C)(4) 50000 0 GENERAL SUPPORT BUSINESS ROUNDTABLE ACTION 1000 MAINE AVE SW WASHINGTON DC 20024 844229878 501(C)(4) 109852 0 GENERAL SUPPORT CENTER FORWARD 1214A INGLESIDE AVE MCLEAN VA 22101 272429741 501(C)(4) 30000 0 GENERAL SUPPORT GOVERNING MAJORITY EDUCATION FUND 610 S BOULEVARD TAMPA FL 33606 850549304 501(C)(4) 15000 0 GENERAL SUPPORT NATIONAL TAXPAYERS UNION 122 C ST NW STE 700 WASHINGTON DC 20001 521009116 501(C)(4) 15000 0 GENERAL SUPPORT REPUBLICAN MAIN STREET PARTNERSHIP 410 FIRST ST SE STE 200 WASHINGTON DC 20003 591828852 501(C)(4) 30000 0 GENERAL SUPPORT THE CONGRESSIONAL INSTITUTE 1700 DIAGONAL RD STE 300 ALEXANDRIA VA 22314 521504189 501(C)(4) 27500 0 GENERAL SUPPORT THE RIPON SOCIETY 1155 15TH ST NW STE 550 WASHINGTON DC 20005 042370356 501(C)(4) 35000 0 GENERAL SUPPORT THIRD WAY 1025 CONNECTICUT AVE NW STE 400 WASHINGTON DC 20036 201734070 501(C)(4) 75000 0 GENERAL SUPPORT UNITED FOR INFRASTRUCTURE 1171 E ALOSTA AVE 111 AZUSA CA 91702 823251187 501(C)(4) 50000 0 GENERAL SUPPORT 22 11 PART I, LINE 2: THE BUSINESS ROUNDTABLE REVIEWS ALL REQUESTS FOR GRANTS OR ASSISTANCE. SELECTION CRITERIA IS CONSISTENT WITH POLICY PRIORITIES OF THE BUSINESS ROUNDTABLE. X X 1 1 X X X 0 0 0 JOSHUA BOLTEN CEO 1995767 0 1800600 0 11714 0 24471 0 43776 0 3876328 0 0 0 KRISTEN SILVERBERG PRESIDENT & COO 1425767 0 400616 0 6098 0 9150 0 43438 0 1885069 0 0 0 MICHAEL STEEL SENIOR VICE PRESIDENT 452886 0 350572 0 72725 0 9150 0 16843 0 902176 0 0 0 MARIA GHAZAL SENIOR VICE PRESIDENT & COUNSEL 482250 0 194672 0 4778 0 9150 0 42393 0 733243 0 0 0 MATTHEW MILLER SENIOR VICE PRESIDENT 423617 0 181607 0 5396 0 9150 0 40588 0 660358 0 0 0 ELIZABETH DOUGHERTY SECRETARY 424850 0 172907 0 6098 0 9150 0 42393 0 655398 0 0 0 MICHAEL ANDREWS TREASURER 400000 0 108600 0 5666 0 9150 0 39543 0 562959 0 0 0 DANE LINN SENIOR VICE PRESIDENT 399500 0 112872 0 6020 0 9150 0 34270 0 561812 0 0 0 PART I, LINE 1A ALL BUSINESS ROUNDTABLE EMPLOYEES ARE PERMITTED TO TRAVEL FIRST CLASS/BUSINESS CLASS PROVIDED THE FLIGHT IS OVER TWO AND ONE HALF HOURS. ANY EXCEPTIONS TO THIS POLICY MUST BE APPROVED IN ADVANCE BY THE CEO. THE BUSINESS ROUNDTABLE DOES PAY SOCIAL DUES. ANY PERSONAL USE OF THE SOCIAL CLUBS ARE TREATED AS TAXABLE INCOME. FORM 990, PART VI, SECTION A, LINE 2 DUE TO THE SIZE AND DIVERSITY OF THE MEMBERS OF THE BUSINESS ROUNDTABLE, WE ASSUME THAT DIRECTORS MAY HAVE FAMILY AND/OR BUSINESS RELATIONSHIPS WITH OTHER DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE BUSINESS ROUNDTABLE IS AN ASSOCIATION OF CHIEF EXECUTIVE OFFICERS. THE CHIEF EXECUTIVE OFFICER IS THE MEMBER, AND HE/SHE REPRESENTS THE COMPANY. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BUSINESS ROUNDTABLE ELECT A CHAIRMAN OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE BUSINESS ROUNDTABLE'S FORM 990 IS PREPARED BY AN INDEPENDENT PROFESSIONAL SERVICES FIRM AND REVIEWED BY SENIOR MANAGEMENT BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BUSINESS ROUNDTABLE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. DURING THE ANNUAL BUDGET PROCESS, ALL VENDORS ARE REVIEWED BY ALL STAFF, ALLOWING ANY CONFLICTS OF INTEREST TO BE DISCOVERED, DISCLOSED AND RESOLVED. IF CONFLICTS OF INTEREST ARISE, THE CONFLICTED INDIVIDUAL(S) IS RECUSED FROM DECISION MAKING/EXPENSE APPROVAL RELATING TO THE SPECIFIC VENDOR(S)/PERSON(S). FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL (CEO) INCLUDES AN INDEPENDENT REVIEW AND APPROVAL BASED ON PERFORMANCE AND COMPARABILITY DATA. COMPENSATION DECISIONS APPROVED BY THE CHAIR ARE ALSO REVIEWED BY THE BOARD OF DIRECTORS (GOVERNING BODY). THE BUSINESS ROUNDTABLE PARTICIPATES AND RECEIVES AN ANNUAL CEO COMPENSATION AND BENEFITS SURVEY WITH COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE BUSINESS ROUNDTABLE MAKES ITS FINANCIAL STATEMENTS (FORM 990) AVAILABLE UPON WRITTEN REQUEST TO THE PUBLIC FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). THE BUSINESS ROUNDTABLE'S ARTICLES OF INCORPORATION AND CONFLICT OF INTEREST POLICY ARE NOT PUBLICLY AVAILABLE. FORM 990, PART XII, LINE 1, OTHER ACCOUNTING METHOD: MODIFIED CASH BASIS FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. BUSINESS ROUNDTABLE ACTION 1000 MAINE AVENUE SW WASHINGTON DC 20024 844229878 SEE PART VII DC 501(C)(4) THE BUSINESS ROUNDTABLE INC 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 BUSINESS ROUNDTABLE ACTION B 109852 CASH BUSINESS ROUNDTABLE ACTION Q 109852 CASH SCHEDULE R, PART II, PRIMARY ACTIVITY TO ADVOCATE FOR POLICIES THAT PROMOTE U.S. INVESTMENT, A WORLD-CLASS WORKFORCE, A DYNAMIC, GROWING ECONOMY AND AN ECONOMIC ENVIRONMENT THAT BENEFITS ALL AMERICANS.