2021-11-10T10:18:44-06:00 2020-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 500 AUBURN HILLS MI 48326 990 2020-01-01 381941576 BUSINESS LEADERS FOR MICHIGAN BUSI 3132595400 600 RENAISSANCE CENTER NO 1760 DETROIT MI 482431801 SABRINA KEELEY COO 3132595400 2021-11-08 1 SABRINA KEELEY 999009999 TINA M PETERS P00904574 2483757100 2021-11-06 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SABRINA KEELEY 600 RENAISSANCE CENTER NO 1760 DETROIT MI 482431801 3991510 0 X WWW.BUSINESSLEADERSFORMICHIGAN.COM X 1970 MI BUSINESS LEADERS FOR MICHIGAN, THE STATE'S BUSINESS ROUNDTABLE, IS DEDICATED TO MAKING MICHIGAN A "TOP TEN" STATE FOR JOBS, PERSONAL INCOME AND A HEALTHY ECONOMY. THE ORGANIZATION IS COMPOSED EXCLUSIVELY OF THE CHAIRPERSONS, CHIEF EXECUTIVE OFFICERS, OR MOST SENIOR EXECUTIVES OF MICHIGAN'S LARGEST COMPANIES AND UNIVERSITIES. OUR MEMBERS DRIVE NEARLY ONE-THIRD OF THE STATE'S ECONOMY, PROVIDE 390,000 DIRECT JOBS IN MICHIGAN, GENERATE OVER $1 TRILLION IN ANNUAL REVENUE AND SERVE NEARLY HALF OF ALL MICHIGAN PUBLIC UNIVERSITY STUDENTS. 99 98 9 0 0 0 3840500 3596200 0 0 295758 394810 0 500 4136258 3991510 0 0 0 0 2216153 2340926 0 0 0 1141171 1079158 3357324 3420084 778934 571426 5605582 5584049 1018750 465804 4586832 5118245 X SUPPORT IMPLEMENTATION OF MICHIGAN'S ROAD TO TOP TEN BY BENCHMARKING THE STATE'S COMPETITIVENESS, DEVELOPING POWERFUL STRATEGIES, CONVENING AND EDUCATING THE PUBLIC, ADVOCATING FOR POLICY AND CHAMPIONING INITIATIVES THAT MAKE MICHIGAN A PLACE WHERE BUSINESS WANTS TO INVEST AND PEOPLE WANT TO LIVE AND WORK. 0 0 2629201 ADVANCED THE MICHIGAN ROAD TO TOP TEN PLAN: - CREATED LAUNCH MICHIGAN COALITION OF BUSINESS, LABOR AND PHILANTHROPY - TO IMPROVE K-12 EDUCATION OUTCOMES AND DIRECT MORE FUNDING TO THE CLASSROOM- DEVELOPED ADDITIONAL STRATEGIES TO IMPROVE THE WORKFORCE DEVELOPMENT SYSTEM- CREATED A SPECIAL COVID-19 WEBSITE, MATERIALS, BEST PRACTICES AND OTHER TOOLS FOR MEMBERS AND OTHER BUSINESSES TO USE ;HELD TOWN HALLS TO SHARE UP-TO-DATE INFORMATION ON THE PANDEMIC AND BEST PRACTICES 2629201 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 10 0 1 9 0 0 0 0 0 1 1 0 0 0 X 99 98 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 1 1 0 X PAUL TRULIK 3132595400 600 RENAISSANCE CENTER STE 1760 DETROIT MI 482431801 DOUG ROTHWELL PRESIDENT 5.00 40.00 X X 970305 0 64234 SABRINA KEELEY COO/TREASURER/SECRETARY 7.00 40.00 X 368081 0 66414 TIMOTHY SOWTON VICE PRESIDENT 7.00 40.00 X 276836 0 34900 JENNIFER NELSON VICE PRESIDENT 5.00 40.00 X 276655 0 27646 ANNA HEATON VICE PRESIDENT 5.00 40.00 X 155286 0 11656 GERARD M ANDERSON CHAIR 1.00 1.00 X X 0 0 0 DOUG L DEVOS VICE CHAIR 1.00 3.00 X X 0 0 0 JAMES P KEANE VICE CHAIR 1.00 3.00 X X 0 0 0 MICHAEL J JANDERNOA VICE CHAIR 1.00 3.00 X X 0 0 0 SANDRA E PIERCE VICE CHAIR 1.00 1.00 X X 0 0 0 HOWARD UNGERLEIDER VICE CHAIR 1.00 3.00 X X 0 0 0 DARYL M ADAMS DIRECTOR 1.00 1.00 X 0 0 0 RICHARD E ALLISON DIRECTOR 1.00 1.00 X 0 0 0 KEITH J ALLMAN DIRECTOR 1.00 1.00 X 0 0 0 G MARK ALYEA DIRECTOR 1.00 1.00 X 0 0 0 JOSEPH B ANDERSON JR DIRECTOR 1.00 1.00 X 0 0 0 LINDA H APSEY DIRECTOR 1.00 1.00 X 0 0 0 MARY T BARRA DIRECTOR 1.00 1.00 X 0 0 0 MARK BASSET DIRECTOR 1.00 1.00 X 0 0 0 ALBERT M BERRIZ DIRECTOR 1.00 3.00 X 0 0 0 MARK J BISSELL DIRECTOR 1.00 1.00 X 0 0 0 STEPHEN K CARLISLE DIRECTOR 1.00 1.00 X 0 0 0 JOHN C CARTER DIRECTOR 1.00 1.00 X 0 0 0 TIMOTHY P COLLINS DIRECTOR 1.00 1.00 X 0 0 0 GREGORY J CRABB DIRECTOR 1.00 1.00 X 0 0 0 MATTHEW P CULLEN DIRECTOR - PARTIAL YEAR 1.00 1.00 X 0 0 0 MARY CULLER DIRECTOR 1.00 3.00 X 0 0 0 WALTER P CZARNECKI DIRECTOR 1.00 1.00 X 0 0 0 KURT L DARROW DIRECTOR 1.00 3.00 X 0 0 0 DAVID C DAUCH DIRECTOR 1.00 1.00 X 0 0 0 MARK A DAVIDOFF DIRECTOR 1.00 1.00 X 0 0 0 RICHARD L DEVORE DIRECTOR 1.00 1.00 X 0 0 0 ALESSANDRO P DINELLO DIRECTOR 1.00 1.00 X 0 0 0 STEFAN O DOERR DIRECTOR 1.00 1.00 X 0 0 0 MATTHEW B ELLIOTT DIRECTOR 1.00 1.00 X 0 0 0 BARRY ENGLE DIRECTOR - PARTIAL YEAR 1.00 1.00 X 0 0 0 PHIL EYLER DIRECTOR 1.00 1.00 X 0 0 0 PATRICK FINN DIRECTOR 1.00 1.00 X 0 0 0 JAY FARNER DIRECTOR 1.00 1.00 X 0 0 0 JIM FITTERLING DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM CLAY FORD JR DIRECTOR 1.00 1.00 X 0 0 0 TINA FREESE DECKER DIRECTOR 1.00 1.00 X 0 0 0 DAN GILBERT DIRECTOR 1.00 1.00 X 0 0 0 DAVID F GIRODAT DIRECTOR 1.00 1.00 X 0 0 0 DAN GORDON DIRECTOR 1.00 1.00 X 0 0 0 MCKEEL HAGERTY DIRECTOR 1.00 1.00 X 0 0 0 RONALD E HALL JR DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL R HALLER DIRECTOR 1.00 1.00 X 0 0 0 MATTHEW R HAWORTH DIRECTOR 1.00 1.00 X 0 0 0 DENNIS HOEG DIRECTOR 1.00 1.00 X 0 0 0 CHRISTOPHER ILITCH DIRECTOR 1.00 1.00 X 0 0 0 MILES E JONES DIRECTOR 1.00 1.00 X 0 0 0 GORAN JURKOVIC DIRECTOR 1.00 1.00 X 0 0 0 HANS-WERNER KAAS DIRECTOR 1.00 1.00 X 0 0 0 ALAN JAY KAUFMAN DIRECTOR 1.00 1.00 X 0 0 0 JAMES P KEANE DIRECTOR 1.00 1.00 X 0 0 0 JOHN C KENNEDY DIRECTOR 1.00 3.00 X 0 0 0 MURRAY S KESSLER DIRECTOR 1.00 1.00 X 0 0 0 RICK KEYES DIRECTOR 1.00 1.00 X 0 0 0 STEPHEN M KIRCHER DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM L KOZYRA DIRECTOR 1.00 1.00 X 0 0 0 BLAKE W KRUEGER DIRECTOR 1.00 1.00 X 0 0 0 BRIAN K LARCHE DIRECTOR 1.00 1.00 X 0 0 0 WRIGHT L LASSITER DIRECTOR 1.00 1.00 X 0 0 0 KEVIN A LOBO DIRECTOR 1.00 1.00 X 0 0 0 DANIEL J LOEPP DIRECTOR 1.00 1.00 X 0 0 0 EVAN D LYALL DIRECTOR 1.00 1.00 X 0 0 0 BEN C MAIBACH III DIRECTOR 1.00 1.00 X 0 0 0 RICHARD A MANOOGIAN DIRECTOR 1.00 1.00 X 0 0 0 FLORINE MARK DIRECTOR 1.00 1.00 X 0 0 0 CHARLES G MCCLURE DIRECTOR 1.00 1.00 X 0 0 0 HANK MEIJER DIRECTOR 1.00 1.00 X 0 0 0 FREDERICK K MINTURN DIRECTOR 1.00 1.00 X 0 0 0 JAMES B NICHOLSON DIRECTOR 1.00 3.00 X 0 0 0 JAMES M NICHOLSON DIRECTOR - PARTIAL YEAR 1.00 1.00 X 0 0 0 D JEFFREY NOEL DIRECTOR 1.00 1.00 X 0 0 0 JON NOBIS DIRECTOR 1.00 1.00 X 0 0 0 JERRY NORCIA DIRECTOR 1.00 1.00 X 0 0 0 TERRAH OPFERMAN DIRECTOR - PARTIAL YEAR 1.00 1.00 X 0 0 0 ANDI OWEN DIRECTOR 1.00 1.00 X 0 0 0 DAVID PARENT DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM U PARFET DIRECTOR 1.00 3.00 X 0 0 0 CYNTHIA J PASKY DIRECTOR 1.00 3.00 X 0 0 0 ROGER S PENSKE DIRECTOR 1.00 1.00 X 0 0 0 JIM PETERS DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM F PICKARD PHD DIRECTOR - PARTIAL YEAR 1.00 1.00 X 0 0 0 PATRICIA K POPPE DIRECTOR 1.00 3.00 X 0 0 0 PETER W QUIGLEY DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL T RITCHIE DIRECTOR 1.00 1.00 X 0 0 0 ANDRA M RUSH DIRECTOR 1.00 1.00 X 0 0 0 JAMES SCAPA DIRECTOR - PARTIAL YEAR 1.00 1.00 X 0 0 0 MARK S SCHLISSEL DIRECTOR 1.00 1.00 X 0 0 0 RAYMOND E SCOTT DIRECTOR 1.00 1.00 X 0 0 0 SAMUEL L STANLEY DIRECTOR 1.00 1.00 X 0 0 0 SPENCER S STILES DIRECTOR 1.00 1.00 X 0 0 0 ROBERT S TAUBMAN DIRECTOR 1.00 1.00 X 0 0 0 RAMESH D TELANG DIRECTOR 1.00 1.00 X 0 0 0 JAMES J TOBIN DIRECTOR 1.00 1.00 X 0 0 0 GARY TORGOW DIRECTOR 1.00 1.00 X 0 0 0 SAMUEL VALENTI III DIRECTOR 1.00 1.00 X 0 0 0 STEPHEN A VAN ANDEL DIRECTOR 1.00 1.00 X 0 0 0 RON VAUPEL DIRECTOR 1.00 1.00 X 0 0 0 S EVAN WEINER DIRECTOR 1.00 1.00 X 0 0 0 KEVIN W WILLIAMS DIRECTOR 1.00 1.00 X 0 0 0 THOMAS G WELCH JR DIRECTOR 1.00 1.00 X 0 0 0 FRANKLIN C WHEATLAKE DIRECTOR 1.00 1.00 X 0 0 0 M ROY WILSON DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM C YOUNG DIRECTOR 1.00 3.00 X 0 0 0 2047163 0 204850 5 0 1 0 KORN FERRY NW5634 PO BOX 1450 MINNEAPOLIS MN 554855854 EXECUTIVE SEARCH SERVICES 176885 FUTUREWORKS 16 MASSASOIT ST NORTHAMPTON MA 01060 CONSULTING SERVICES 105951 2 3596200 3596200 394810 394810 SUMMIT PROGRAM EVENT 561499 500 500 500 3991510 500 0 394810 1796603 1616943 179660 227746 204971 22775 99428 89485 9943 130520 106182 24338 86629 77966 8663 8195 8195 133560 133560 114000 114000 75848 75848 33826 33826 45544 45544 22517 22517 12349 12349 4657 4657 11604 11604 CONSULTING 168043 168043 MI COMMUNITY COLLEGE AN 105951 105951 COMMUNICATIONS 103791 103791 COVID-19 RESEARCH & ANA 56400 56400 182873 153512 29361 3420084 2629201 790883 0 1303369 915178 120354 43674 283683 261293 47971 57574 3801455 4252137 48750 54193 5605582 5584049 970000 411611 48750 54193 1018750 465804 X 4550859 5105314 35973 12931 4586832 5118245 5605582 5584049 571426 -20391 -19622 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3596200 240069 240069 3596200 -3356131 0 DEFERRED COMPENSATION 54193 54193 X 1 1 X X X 0 1 0 0 0 0 0 0 0 DOUG ROTHWELL PRESIDENT 629805 0 235000 0 105500 0 19500 0 44734 0 1034539 0 0 0 SABRINA KEELEY COO/TREASURER/SECRETARY 285581 0 80000 0 2500 0 19500 0 46914 0 434495 0 0 0 TIMOTHY SOWTON VICE PRESIDENT 216836 0 60000 0 0 0 0 0 34900 0 311736 0 0 0 JENNIFER NELSON VICE PRESIDENT 216655 0 60000 0 0 0 0 0 27646 0 304301 0 0 0 ANNA HEATON VICE PRESIDENT 127786 0 27500 0 0 0 0 0 11656 0 166942 0 0 0 PART I, LINE 1A THE PRESIDENT OF THE ORGANIZATION IS PROVIDED A MEMBERSHIP TO THE DETROIT ATHLETIC CLUB FOR PURPOSES OF NETWORKING. THE ORGANIZATION TREATS THIS AS NONTAXABLE COMPENSATION. PART I, LINE 4B DOUG ROTHWELL PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. NO CONTRIBUTIONS WERE MADE TO THE PLAN IN 2020 AND BENEFIT PAYMENTS OF $105,500 WERE MADE DURING 2020. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS LEADERS FOR MICHIGAN IS COMPRISED OF THE CHAIRPERSONS, CHIEF EXECUTIVE OFFICERS, OR MOST SENIOR EXECUTIVES OF MICHIGAN'S LARGEST EMPLOYERS AND UNIVERSITIES. AS SUCH, MANY OF THEM HAVE REGULAR BUSINESS RELATIONSHIPS WITH EACH OTHER'S COMPANIES - I.E. PROVIDE UTILITIES, INSURANCE OR BANKING SERVICES. SOME OF THEM ALSO SERVE ON EACH OTHER'S BOARDS OF DIRECTORS AS WELL. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE BOARD OF DIRECTORS AND THE FORM 990 IS REVIEWED IN DETAIL BY THE TREASURER AND COO, AND IS SHARED WITH THE AUDIT COMMITTEE AND EXECUTIVE COMMITTEE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12 THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH BOARD QUESTIONNAIRES. THESE QUESTIONNAIRES ARE PROVIDED TO NEW BOARD MEMBERS FOR COMPLETION AND MEMBERS ARE ASKED TO NOTIFY THE ORGANIZATION IF CHANGES/CONFLICTS OCCUR. THE FORMS ARE NOT REQUIRED TO BE COMPLETED ANNUALLY. IF A CONFLICT OF INTEREST IS FOUND, THE INDIVIDUAL(S) ARE PROHIBITED FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION CONDUCTED A COMPENSATION STUDY FOR THE CEO'S COMPENSATION AND REQUIRES EXECUTIVE COMMITTEE APPROVAL FOR ALL CEO COMPENSATION ISSUES. FOR OTHER KEY OFFICERS/EMPLOYEES, SALARY RANGES ARE REVIEWED FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS AND THE CHAIRMAN APPROVES THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR REGARDING THE COMMITTEE OVERSIGHT PROCESS. BUSINESS LEADERS FOR MICHIGAN FOUNDATION 600 RENAISSANCE CENTER STE 1760 DETROIT MI 48243 237101167 MAKING MI A TOP 10 STATE FOR JOBS, PERSONAL INCOME AND A HEALTHY ECONOMY MI 501(C)(3) 7 N/A 0 BUSINESS LEADERS FOR MICHIGAN POLITICAL ACTION COMMITTEE 600 RENAISSANCE CENTER STE 1760 DETROIT MI 48243 273999152 POLITICAL EXPENDITURES MI 527 N/A 0 BUSINESS LEADERS FOR MICHIGAN POLITICAL ACTION COMMITTEE II 600 RENAISSANCE CENTER STE 1760 DETROIT MI 48243 273999229 POLITICAL EXPENDITURES MI 527 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 BUSINESS LEADERS FOR MICHIGAN FOUNDATION Q 151917 MANAGEMENT ESTIMATE BUSINESS LEADERS FOR MICHIGAN FOUNDATION O 122547 PERCENTAGE ALLOCATION BUSINESS LEADERS FOR MICHIGAN FOUNDATION E 219947 INVOICED AMOUNTS