2024-11-13T18:06:06-06:00 2023-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2023-01-01 953234094 THE CALIFORNIA BUSINESS ROUNDTABLE CALI 9165534093 1301 I STREET SACRAMENTO CA 95814 ROBERT LAPSLEY PRESIDENT 9165534093 2024-11-12 1 1 HELEN G BERHE P01077434 9166466464 2024-11-12 2023 2024-10-15 13:58:12Z ROBERT LAPSLEY 1301 I STREET SACRAMENTO CA 95814 15752055 0 X WWW.CBRT.ORG X 1976 CA TO PROVIDE LEADERSHIP ON PUBLIC POLICY ISSUES AFFECTING THE STATE OF CALIFORNIA 22 22 4 0 0 0 13794499 14038601 1535000 1585000 361 15422 53320 13032 15383180 15652055 0 0 0 0 1143308 1107894 0 0 0 15122031 13361024 16265339 14468918 -882159 1183137 2131375 3314512 0 0 2131375 3314512 X THE CALIFORNIA BUSINESS ROUNDTABLE IS A NON-PROFIT, NONPARTISAN ORGANIZATION COMPOSED OF CHIEF EXECUTIVE OFFICERS OF LEADING CALIFORNIA BUSINESSES. SINCE 1976, THE ROUNDTABLE HAS PROVIDED ESSENTIAL LEADERSHIP ON HIGH-PRIORITY PUBLIC POLICY ISSUES. THROUGH ITS "BIG PICTURE," PROACTIVE FOCUS ON KEY BUSINESS ISSUES, COMBINED WITH THE PRESTIGE AND INFLUENCE OF ITS MEMBERS, THE ROUNDTABLE IS A POWERFUL AND COMPELLING ADVOCATE FOR A STRONG ECONOMY AND A HEALTHY BUSINESS CLIMATE IN CALIFORNIA. 0 0 CALIFORNIA BUSINESS CLIMATE: ADVOCATED IN THE CALIFORNIA LEGISLATURE AND WITH KEY OPINION LEADERS THE IMPORTANCES OF A STRONG AND RESILIENT CALIFORNIA ECONOMY. TOOK POSITIONS ON LEGISLATION, SPOKE TO THE MEDIA, ISSUED PRESS RELEASES, AND INFORMED OUR MEMBERS OF POLICIES AND POLITICAL ACTIONS THAT WOULD AFFECT BUSINESSES' ABILITY TO GROW AND HIRE IN CALIFORNIA. AFFORDABILITY: SERVED AS A COUNTERBALANCE TO EFFORTS WITHIN THE LEGISLATURE THAT INCREASE COSTS ON WORKING CALIFORNIANS. FROM HOUSING TO HEALTHCARE NUMEROUS PROPOSALS WOULD HAVE PLACED EVEN HIGHER COST BURDENS ON WORKING CALIFORNIANS. HIGHLIGHTED THE IMPORTANCE OF PREDICTABLE TAX POLICY. ENERGY AFFORDABILITY: CONTINUED TO BE A VOICE FOR AFFORDABILITY AND RELIABILITY WITH RESPECT TO CALIFORNIA ENERGY POLICIES THROUGH CARE COALITION LEADERSHIP. INTERNATIONAL TRADE AND GOODS MOVEMENT: SUPPORTED EFFORTS AT THE FEDERAL LEVEL TO INCREASE FREE AND FAIR INTERNATIONAL TRADE. ADVOCATED FOR A RESILIENT GOODS MOVEMENT SECTOR, INCLUDING HOSTING NATIONAL MEETINGS REGARDING THE STATE'S PORTS AND THEIR IMPORTANCE BOTH NATIONALLY AND INTERNATIONALLY. ALSO WORKED ON TRADE ISSUES AT STATE LEVEL INCLUDING IMPACT OF MAJOR CLIMATE CHANGE REGULATION. 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 26 0 1 4 1 0 0 0 0 1 1 0 0 0 X 22 22 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X BROOKE ARMOUR 9165534093 1301 I ST SACRAMENTO CA 95814 CHEYANNE COOK DIRECTOR 1.00 X 0 0 0 TOM MCKERNAN DIRECTOR 1.00 X 0 0 0 BRETT BITTEL DIRECTOR 1.00 X 0 0 0 WAYNE BERMAN DIRECTOR 1.00 X 0 0 0 RICK CARUSO DIRECTOR 1.00 X 0 0 0 MIKE VOMUND DIRECTOR 1.00 X 0 0 0 JORDAN KAPLAN DIRECTOR 1.00 X 0 0 0 SCOTT CLEMMER DIRECTOR 1.00 X 0 0 0 HANS NEIDIG DIRECTOR 1.00 X 0 0 0 THOMAS NOH DIRECTOR 1.00 X 0 0 0 PAUL HERNANDEZ DIRECTOR 1.00 X 0 0 0 JOHN KILROY DIRECTOR 1.00 X 0 0 0 RON COHEN DIRECTOR 1.00 1.00 X 0 0 0 STEPHEN KONIG DIRECTOR 1.00 X 0 0 0 CELIA HUBER DIRECTOR 1.00 X 0 0 0 LUPE DE LA CRUZ DIRECTOR 1.00 X 0 0 0 MARK ROSENTHAL DIRECTOR 1.00 X 0 0 0 MITCH MITCHELL DIRECTOR 1.00 X 0 0 0 DENISE HARDIN DIRECTOR 1.00 X 0 0 0 BRUCE MACRAE DIRECTOR 1.00 X 0 0 0 SCOTT FOLWARKOW DIRECTOR 1.00 X 0 0 0 MIKE HAYDE DIRECTOR 1.00 X 0 0 0 ROB LAPSLEY PRESIDENT 39.00 1.00 X 570000 0 21363 BROOKE ARMOUR EXECUTIVE VICE PRESIDENT 39.00 1.00 X 220000 0 11219 790000 0 32582 2 0 1 0 CLEMENT & MURPHY PLLC 706 DUKE STREET ALEXANDRIA VA 22314 CONSULTING 450000 RUSSO MCGARTY & ASSOCIATES 1301 I STREET SACRAMENTO CA 95814 CONSULTING 422826 UNEARTH CAMPAIGNS LLC 555 CAPITOL MALL SUITE 640 SACRAMENTO CA 95814 RESEARCH 353000 BASELICE AND ASSOCIATES PO BOX 50238 AUSTIN CA 78763 RESEARCH 220977 NIELSEN MERKSAMERPARRINELLO GROSS 1415 L STREET SUITE 1200 SACRAMENTO CA 95814 CONSULTING 201690 11 12262315 1776286 14038601 MEMBERSHIP DUES 900099 1585000 1585000 1585000 15422 15422 100000 100000 0 REIMBURSED COSTS 900099 13032 13032 13032 15652055 1598032 0 15422 X 822582 161361 79774 28965 15212 16431 32500 12036122 26947 43737 56875 50516 128375 3958 PAC CONTRIBUTIONS 965500 UBI TAX 63 14468918 587885 297353 1543490 2643211 4411 4411 0 0 373948 2131375 3314512 0 0 X 2131375 3314512 2131375 3314512 2131375 3314512 1183137 0 X X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3361286 965500 924001 1889501 1934786 -45285 4411 4411 0 0 CERTIFICATES OF DEPOSIT 373948 F 373948 X PART X, LINE 2: THE CENTER IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CENTER HAS APPLIED THE PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. WITH SOME EXCEPTIONS, THE CENTER IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2019. X 0 0 0 ROB LAPSLEY PRESIDENT 450000 0 120000 0 0 0 17100 0 4263 0 591363 0 0 0 BROOKE ARMOUR EXECUTIVE VICE PRESIDENT 180000 0 40000 0 0 0 6600 0 4619 0 231219 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF NOT LESS THAN FIVE AND NOT GREATER THAN 50% OF THE TOTAL NUMBER OF AUTHORIZED DIRECTORS. AT EACH ANNUAL MEETING, THE BOARD OF DIRECTORS DETERMINE THE NUMBER OF MEMBERS OF THE EXECUTIVE COMMITTEE AND APPOINT MEMBERS OF THE BOARD OF DIRECTORS TO SERVE ON THE EXECUTIVE COMMITTEE. THE BOARD OF DIRECTORS MAY ESTABLISH CRITERIA THAT MUST BE SATISFIED FOR A DIRECTOR TO BE ELIGIBLE TO SERVE ON THE EXECUTIVE COMMITTEE. THE CHAIR SERVES AS THE CHAIR OF EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY MANAGEMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES ARE COVERED BY THE CONFLICT OF INTEREST POLICY. THE POLICY IS REGULARLY AND CONSISTENTLY MONITORED WITH THE EMPLOYEE HANDBOOK AND OTHER REGULAR COMMUNICATION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE EVALUATES COMPENSATION USING COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. ALL DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARRANGEMENTS ARE DOCUMENTED. THIS PROCESS WAS LAST UNDERTAKEN IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE INCLUDED IN THE ORGANIZATION'S HANDBOOKS. FORM 990, PART IX, LINE 11G BUSINESS CLIMATE TASK FORCE 11,819,466. PAC ADMINISTRATOR FEES 141,419. GOVERNMENT REFORM TASK FORCE 3. OTHER PROFESSIONAL FEES 74,884. EDUCATION TASK FORCE 350. CENTER FOR JOBS AND THE ECONOMY 1301 I STREET SACRAMENTO CA 95814 352478507 PROVIDE A SOURCE OF INFORMATION PERTAINING TO CA JOB CREATION AND TRENDS CA 501(C)(3) LINE 7 THE CALIFORNIA BUSINESS ROUNDTABLE 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0