2024-11-13T11:20:51-06:00 2023-12-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2023-01-01 237236607 THE BUSINESS ROUNDTABLE INC BUSI 2028721260 1000 MAINE AVE SW 500 WASHINGTON DC 200243557 MICHAEL ANDREWS SR. VP, FINANCE & ADMIN. 2028721260 2024-11-09 1 0 KELLI PECK P01423033 3217516200 2024-11-09 2023 2024-10-15 13:58:12Z BUSINESS ROUNDTABLE JOSHUA BOLTEN 1000 MAINE AVE SW 500 WASHINGTON DC 200243557 96134565 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. 22 21 54 21 0 0 0 0 61800000 63387500 1093069 972859 582686 156778 63475755 64517137 1436442 2322182 0 0 24596957 26298869 0 0 0 33535498 26719905 59568897 55340956 3906858 9176181 38627818 47803999 0 0 38627818 47803999 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 1 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 68 0 1 54 1 0 0 0 0 1 1 0 1 0 X 22 21 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 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 LYNN J GOOD CHAIR, SMART REGULATION 0.00 X 0 0 0 JON R MOELLER CHAIR, TAX & FISCAL POLICY 0.00 X 0 0 0 JUDY MARKS CHAIR, TRADE & INTERNATIONAL 0.00 X 0 0 0 ALFRED F KELLY JR CHAIR, TECHNOLOGY (THRU 01/2023) 0.00 X 0 0 0 ROSALIND G BREWER CHAIR, TECHNOLOGY (THRU 08/2023) 0.00 X 0 0 0 DOUG MCMILLON CHAIR, NOMINATING & MEMSHP 0.00 X 0 0 0 DARIUS ADAMCZYK AT LARGE BOARD MEMBER (THRU 05/2023) 0.00 X 0 0 0 CRAIG ARNOLD AT LARGE BOARD MEMBER 0.00 X 0 0 0 CORIE BARRY 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 LANCE M FRITZ AT LARGE BOARD MEMBER (THRU 08/2023) 0.00 X 0 0 0 TRICIA GRIFFITH AT LARGE BOARD MEMBER 0.00 X 0 0 0 GREGORY J HAYES AT LARGE BOARD MEMBER 0.00 X 0 0 0 DAVID A RICKS AT LARGE BOARD MEMBER 0.00 X 0 0 0 DAN SCHULMAN AT LARGE BOARD MEMBER (THRU 09/2023) 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 4207677 0 79183 MICHAEL ANDREWS TREASURER 40.00 X 627434 0 95041 ELIZABETH DOUGHERTY SECRETARY 40.00 1.00 X 635664 0 130734 MARIA GHAZAL SENIOR VICE PRESIDENT & COUNSEL 40.00 X 944799 0 133469 DANE LINN SENIOR VICE PRESIDENT 40.00 X 599456 0 107821 MATTHEW MILLER SENIOR VICE PRESIDENT 40.00 X 658679 0 55662 KRISTEN SILVERBERG PRESIDENT & COO 40.00 X 2222061 0 108678 MICHAEL STEEL SENIOR VICE PRESIDENT 40.00 2.00 X 733502 0 81511 10629272 0 792099 48 0 1 0 INKLING LLC 523 BENFIELD RD STE 204 SEVERNA PARK MD 21146 CONSULTING/PROFESSIONAL SERVICES 1769852 PLANET TECHNOLOGIES INC 9801 WASHINGTON BLVD STE 360 GAITHERSBURG MD 20878 CONSULTING/PROFESSIONAL SERVICES 1469388 DCI GROUP AZ LLC 2000 K ST NW STE 900 WASHINGTON DC 20006 CONSULTING/PROFESSIONAL SERVICES 1365000 NOBODY MEDIA LLC 926 N ST NW STE 1 WASHINGTON DC 20001 CONSULTING/PROFESSIONAL SERVICES 856848 AKIN GUMP STRAUSS HAUER & FELD LLP 1333 NEW HAMPSHIRE AVE NW WASHINGTON DC 20036 CONSULTING/PROFESSIONAL SERVICES 720000 50 MEMBERSHIP DUES 900099 63387500 63387500 63387500 2008581 2008581 2100 0 2100 2100 2100 30581706 31617428 -1035722 -1035722 -1035722 REIMB. FROM BRT ACTION 900099 98553 98553 REIM. FROM VENDOR 900099 56125 56125 154678 64517137 63387500 0 1129637 2322182 5794308 15487871 2168394 1908671 939625 101106 77776 141360 309473 1238326 1963038 4012444 487188 2050944 43719 PROGRAM EXPENSES 15230940 EXCISE TAXES 751477 EQUIPMENT & FURNITURE 212711 LEASEHOLD IMPROVEMENTS 63300 36103 55340956 2840500 1679645 8873820 10911469 26693865 18486145 16507107 219633 219633 38627818 47803999 0 0 X 0 0 0 0 38627818 47803999 38627818 47803999 38627818 47803999 9176181 0 X X 0 1 X 1 0 0 0 1 63387500 19739446 -9679219 10060227 17748500 -7688273 0 VANGUARD TTL BD MKT (VBTL) 16507107 C 16507107 X 64517137 0 64517137 0 64517137 55340956 0 55340956 0 55340956 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 ASIAN PACIFIC AMERICAN INSTITUTE FOR CONGRESSIONAL STUDIES INC 1444 I ST NW STE 700 WASHINGTON DC 20005 521917903 501(C)(3) 12500 0 GENERAL SUPPORT BIPARTISAN POLICY CENTER 1225 EYE ST NW STE 1000 WASHINGTON DC 20005 731628382 501(C)(3) 175000 0 GENERAL SUPPORT CENTER FOR A NEW AMERICAN SECURITY INC 1152 15TH ST NW STE 950 WASHINGTON DC 20005 208084828 501(C)(3) 200000 0 GENERAL SUPPORT CENTER FOR DEMOCRACY & TECHNOLOGY 1401 K ST NW STE 200 WASHINGTON DC 20005 521905358 501(C)(3) 15000 0 GENERAL SUPPORT CONGRESSIONAL BLACK CAUCUS FOUNDATION INC 1720 MASSACHUSETTS AVE NW WASHINGTON DC 20036 521160561 501(C)(3) 27500 0 GENERAL SUPPORT CONGRESSIONAL HISPANIC CAUCUS INSTITUTE INC 1128 16TH ST NW WASHINGTON DC 20036 521114225 501(C)(3) 15000 0 GENERAL SUPPORT CONGRESSIONAL HISPANIC LEADERSHIP INSTITUTE 700 PENNSYLVANIA AVE SE STE 2004 WASHINGTON DC 20003 200392012 501(C)(3) 20000 0 GENERAL SUPPORT GLOBAL WOMEN'S INNOVATION NETWORK 600 PENNSYLVANIA AVE SE STE 410 WASHINGTON DC 20003 271428117 501(C)(3) 25000 0 GENERAL SUPPORT MARCH OF DIMES INC 1550 CRYSTAL DR STE 1300 ARLINGTON VA 22202 131846366 501(C)(3) 10000 0 GENERAL SUPPORT NATIONAL COUNCIL FOR MENTAL WELLBEING 1400 K ST NW STE 400 WASHINGTON DC 20005 237092671 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) 110000 0 GENERAL SUPPORT NATIONAL IMMIGRATION FORUM 10 G ST NE STE 500 WASHINGTON DC 20002 131776711 501(C)(3) 25000 0 GENERAL SUPPORT NATIONAL PRESS FOUNDATION 1211 CONNECTICUT AVE NW STE 310 WASHINGTON DC 20036 521069481 501(C)(3) 7500 0 GENERAL SUPPORT SHRM FOUNDATION 1800 DUKE ST ALEXANDRIA VA 22314 346610067 501(C)(3) 35000 0 GENERAL SUPPORT TAX FOUNDATION 1325 G ST NW STE 950 WASHINGTON DC 20005 521703065 501(C)(3) 150000 0 GENERAL SUPPORT THE ADVERTISING COUNCIL INC 815 2ND AVE FL 9 NEW YORK NY 10017 130417693 501(C)(3) 15000 0 GENERAL SUPPORT THE ASPEN INSTITUTE INC 2300 N ST NW STE 700 WASHINGTON DC 20037 840399006 501(C)(3) 25000 0 GENERAL SUPPORT THE FAITH AND POLITICS INSTITUTE 110 MARYLAND AVE NE STE 504 WASHINGTON DC 20002 521759052 501(C)(3) 27400 0 GENERAL SUPPORT THE FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVE NW WASHINGTON DC 20009 136223604 501(C)(3) 15000 0 GENERAL SUPPORT THURGOOD MARSHALL COLLEGE FUND 901 F ST NW STE 700 WASHINGTON DC 20004 411750692 501(C)(3) 10000 0 GENERAL SUPPORT TRUST FOR THE NATIONAL MALL 1730 PENNSYLVANIA AVE NW STE 240 WASHINGTON DC 20006 300080738 501(C)(3) 10000 0 GENERAL SUPPORT WASHINGTON INTERNATIONAL TRADE FOUNDATION 1300 PENNSYLVANIA AVE NW STE G329 WASHINGTON DC 20004 521907420 501(C)(3) 24000 0 GENERAL SUPPORT WHITE HOUSE HISTORICAL ASSOCIATION 740 JACKSON PLACE NW WASHINGTON DC 20006 520749685 501(C)(3) 7730 0 GENERAL SUPPORT AMERICAN ACTION NETWORK 1747 PENNSYLVANIA AVE NW FL 5 WASHINGTON DC 20006 270730508 501(C)(4) 500000 0 GENERAL SUPPORT AMERICANS FOR TAX REFORM 722 12TH ST NW FL 4 WASHINGTON DC 20005 521403587 501(C)(4) 50000 0 GENERAL SUPPORT BIPARTISAN POLICY CENTER ACTION 1225 EYE ST NW STE 900 WASHINGTON DC 20005 261299114 501(C)(4) 125000 0 GENERAL SUPPORT BUSINESS ROUNDTABLE ACTION 1000 MAINE AVE SW WASHINGTON DC 20024 844229878 501(C)(4) 122052 0 GENERAL SUPPORT CENTER FORWARD 1214A INGLESIDE AVE MCLEAN VA 22101 272429741 501(C)(4) 45000 0 GENERAL SUPPORT CONGRESSIONAL BLACK CAUCUS POLITICAL EDUCATION AND LEADERSHIP INSTITUTE 413 NEW JERSEY AVE SE WASHINGTON DC 20003 522270607 501(C)(4) 25000 0 GENERAL SUPPORT FARMERS FOR FREE TRADE 51 COFFEEN AVE STE 201 SHERIDAN WY 82801 371866303 501(C)(4) 150000 0 GENERAL SUPPORT GOVERNING MAJORITY EDUCATION FUND 610 S BOULEVARD TAMPA FL 33606 850549304 501(C)(4) 50000 0 GENERAL SUPPORT NATIONAL TAXPAYERS UNION 122 C ST NW STE 700 WASHINGTON DC 20001 521009116 501(C)(4) 35000 0 GENERAL SUPPORT REPUBLICAN MAIN STREET PARTNERSHIP 411 NEW JERSEY AVE SE WASHINGTON DC 20003 591828852 501(C)(4) 30000 0 GENERAL SUPPORT SENATE WORKING GROUP INC 1825 I ST NW STE 900 WASHINGTON DC 20006 873024497 501(C)(4) 50000 0 GENERAL SUPPORT THE CONGRESSIONAL INSTITUTE 1700 DIAGONAL RD STE 300 ALEXANDRIA VA 22314 521504189 501(C)(4) 30000 0 GENERAL SUPPORT THE RIPON SOCIETY 1155 15TH ST NW STE 550 WASHINGTON DC 20005 042370356 501(C)(4) 43500 0 GENERAL SUPPORT THIRD WAY 1025 CONNECTICUT AVE NW STE 400 WASHINGTON DC 20036 201734070 501(C)(4) 25000 0 GENERAL SUPPORT UNITED FOR INFRASTRUCTURE 1171 E ALOSTA AVE 111 AZUSA CA 917022740 823251187 501(C)(4) 50000 0 GENERAL SUPPORT 23 15 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 1995627 0 2200650 0 11400 0 37439 0 48817 0 4293933 0 0 0 KRISTEN SILVERBERG PRESIDENT & COO 1545627 0 670650 0 5784 0 66934 0 48488 0 2337483 0 0 0 MARIA GHAZAL SENIOR VICE PRESIDENT & COUNSEL 509300 0 411050 0 24449 0 92275 0 46945 0 1084019 0 0 0 MICHAEL STEEL SENIOR VICE PRESIDENT 527500 0 200650 0 5352 0 42817 0 44116 0 820435 0 0 0 ELIZABETH DOUGHERTY SECRETARY 448150 0 180650 0 6864 0 88990 0 47495 0 772149 0 0 0 MICHAEL ANDREWS TREASURER 435000 0 186650 0 5784 0 56347 0 44445 0 728226 0 0 0 MATTHEW MILLER SENIOR VICE PRESIDENT 453677 0 199650 0 5352 0 16968 0 45438 0 721085 0 0 0 DANE LINN SENIOR VICE PRESIDENT 419800 0 173650 0 6006 0 73518 0 40054 0 713028 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 SENIOR VICE PRESIDENT, FINANCE & ADMINISTRATION. 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 122052 CASH BUSINESS ROUNDTABLE ACTION Q 122052 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.