2020-11-10T15:37:49-06:00 2019-12-31 570381582 ELLIOTT DAVIS LLCPLLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2019-01-01 621181085 TENNESSEE BUSINESS ROUNDTABLE TENN 6152555877 640 SPENCE LANE SUITE 250 NASHVILLE TN 37217 PATRICK SHEEHY PRESIDENT 6152555877 2020-11-09 1 JANICE A RATICA P00358837 7043338881 2020-11-09 104.129.205.9 2020-11-09 08:35:18 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 ED2830208F9A1A7EFFCD1C844B12EBE0CC3BE764 2019 2022-01-07 14:23:13Z PATRICK SHEEHY 640 SPENCE LANE SUITE 250 NASHVILLE TN 37217 260136 0 X WWW.TBROUNDTABLE.ORG X 1983 TN TO OPTIMIZE THE QUALITY OF LIFE AND WELL-BEING OF ALL TENNESSEANS. 48 48 3 54 0 0 0 0 254000 257443 150 137 10489 2556 264639 260136 0 0 0 0 196792 184822 0 0 0 55042 80332 251834 265154 12805 -5018 53310 67030 0 9240 53310 57790 CONVENE BUSINESS LEADERS AND STRATEGIC THINKERS WHO DEVELOP, ADVOCATE FOR AND SEEK TO IMPLEMENT PUBLIC POLICIES AND BUSINESS-DRIVEN INITIATIVES THAT ENHANCE OUR STATE'S VIBRANT ECONOMIC CLIMATE. 0 0 THE ROUNDTABLE HOSTED/COSPONSORED MEMBER MEETINGS THROUGHOUT 2019 TO FURTHER ITS EXEMPT PURPOSES, INCLUDING: ANNUAL & WINTER BOARD MTNG (JAN); REGL. EXEC. FORUM-MEMPHIS (MAR); HEALTH INSURERS' MTNG W/CONG. DIST. DIR'S (MAY); INT'L COMMERCE SYMPOSIUM-BELMONT U. (JUN); REGL. EXEC. FORUM-KNOXVILLE (JUL); HEALTHCARE MODERNIZATION TASK FORCE MTNG/LUNCH (AUG); FALL MEETING-NASHVILLE (SEP); EDUCATION ROUNDTABLE-JACKSON (NOV). THE ROUNDTABLE CONDUCTED WORK ON POLICY AND INITIATIVE PRIORITIES IN 2019, INCLUDING: TRACKING OVER 200 GENERAL ASSEMBLY BILLS; ACTIVELY ADVOCATING FOR THE GOVERNOR'S INVESTMENT IN VOCATIONAL EDUCATION (GIVE) ACT; MEETING WITH THE STATE HEALTHCARE MODERNIZATION TASK FORCE (JUL-AUG); LAUNCHING POLICY COUNCILS ON COMPETITIVENESS, EDUCATION, HEALTH, AND WORKFORCE (SEPT); ENGAGING WITH THE TN DEPT OF EDUCATION ON SUPPORTING EDUCATION ADMINISTRATORS (OCT-NOV); AND MEETING WITH GENERAL ASSEMBLY LEADERS RE: 2020 POLICY PRIORITIES (DEC). THE ROUNDTABLE WORKED ACTIVELY ON INITIATIVES TO SUPPORT FUTURE WORKFORCE DEVELOPMENT, INCLUDING: CONVENING OF STATE TALENT PIPELINE MANAGEMENT LEADERS AND CREATION OF A STATE TPM WEBSITE; AWARDING THE FIRST TWO GRANTS (TO K-12 DISTRICTS IN PERRY AND RUTHERFORD COUNTIES) FROM THE TN BUSINESS FUND FOR PUBLIC EDUCATION; COLLABORATING WITH THEC AND CITY CURRENT TO CREATE THE LEADERSHIP-INFLUENCE-NETWORK-KNOWLEDGE-SKILLS MENTORSHIP PROGRAM FOR TN RECONNECT STUDENTS; AND PARTICIPATION IN THE 2019-2020 COHORT OF THE COMPLETE TENNESSEE LEADERSHIP INSTITUTE. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 3 1 0 0 0 0 1 1 0 0 0 X 48 48 1 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X PATRICK J SHEEHY 6152555877 640 SPENCE LANE SUITE 250 NASHVILLE TN 372171278 JOE DINICOLANTONIO DIRECTOR 0.10 0.00 X 0 0 0 JON AYERS DIRECTOR 0.10 0.00 X 0 0 0 BRIGID CARPENTER DIRECTOR 0.10 0.00 X 0 0 0 ELLIOTT MOORE DIRECTOR 0.10 0.00 X 0 0 0 JASON LITTLE DIRECTOR 0.10 0.00 X 0 0 0 DAREK BELL DIRECTOR 0.10 0.00 X 0 0 0 LUKE MARKLIN DIRECTOR 0.10 0.00 X 0 0 0 DAKASHA WINTON DIRECTOR 0.10 0.00 X 0 0 0 LEE PADILLA DIRECTOR 0.10 0.00 X 0 0 0 RACHEL WITHERS DIRECTOR 0.10 0.00 X 0 0 0 CHRISTY GILLENWATER DIRECTOR 0.10 0.00 X 0 0 0 MIKE MCWHERTER DIRECTOR 0.10 0.00 X 0 0 0 JEFF BALLARD DIRECTOR 0.10 0.00 X 0 0 0 KEVIN M DOHERTY DIRECTOR 0.10 0.00 X 0 0 0 CHARLEY POE DIRECTOR 0.10 0.00 X 0 0 0 DANA MOORE DIRECTOR 0.10 0.00 X 0 0 0 JIM SCHMITZ DIRECTOR 0.10 0.00 X 0 0 0 COLTON MULLIGAN DIRECTOR 0.10 0.00 X 0 0 0 WAYNE MCCREIGHT DIRECTOR 0.10 0.00 X 0 0 0 MIKE ODOM DIRECTOR 0.10 0.00 X 0 0 0 MIKE HARRELL DIRECTOR 0.10 0.00 X 0 0 0 MARGARET O DOLAN DIRECTOR 0.10 0.00 X 0 0 0 RICHARD PERKO DIRECTOR 0.10 0.00 X 0 0 0 CHUCK CAGLE DIRECTOR 0.10 0.00 X 0 0 0 DOUGLAS KREULEN DIRECTOR 0.10 0.00 X 0 0 0 M EDWARD JETT DIRECTOR 0.10 0.00 X 0 0 0 RALPH SCHULZ DIRECTOR 0.10 0.00 X 0 0 0 DAVID PICKLER DIRECTOR 0.10 0.00 X 0 0 0 JASON NORDIN DIRECTOR 0.10 0.00 X 0 0 0 HAROLD CARPENTER DIRECTOR 0.10 0.00 X 0 0 0 TIM ADAMS DIRECTOR 0.10 0.00 X 0 0 0 MICKEY CLOUD DIRECTOR 0.10 0.00 X 0 0 0 NASSAR NASSAR DIRECTOR 0.10 0.00 X 0 0 0 MATT KISBER DIRECTOR 0.10 0.00 X 0 0 0 DAVID MANSOURI DIRECTOR 0.10 0.00 X 0 0 0 JOHN R WINGO DIRECTOR 0.10 0.00 X 0 0 0 WENDY LONG DIRECTOR 0.10 0.00 X 0 0 0 CHRIS M FULLER DIRECTOR 0.10 0.00 X 0 0 0 HEATHER ROHAN DIRECTOR 0.10 0.00 X 0 0 0 STEVE WILSON DIRECTOR 0.10 0.00 X 0 0 0 STEVEN BOULTON DIRECTOR 0.10 0.00 X 0 0 0 TOM WHITE DIRECTOR 0.10 0.00 X 0 0 0 IAN LEAVY DIRECTOR 0.10 0.00 X 0 0 0 ANTHONY C KIMBROUGH CHAIRMAN 0.25 0.00 X X 0 0 0 DAN HASKELL GENRAL COUNSEL 0.25 0.00 X X 0 0 0 RYAN K DAVIS REGIONAL VP EAST TN 0.25 0.00 X X 0 0 0 CHUCK WELCH REGIONAL VP MIDDLE TN 0.25 0.00 X X 0 0 0 LUIS ORBEGOSO REGIONAL VP WEST TN 0.25 0.00 X X 0 0 0 MARY BETH HUDSON SECRETARY 0.25 0.00 X X 0 0 0 WM A ZAN BLUE JR TRESURER 0.25 0.00 X X 0 0 0 WILLIAM TINKER KELLY VICE CHAIR 0.25 0.00 X X 0 0 0 PATRICK SHEEHY PRESIDENT 40.00 0.25 X 110000 0 0 110000 0 0 1 0 0 0 0 MEMBERSHIP DUES 900099 237000 237000 AFFILIATION INCOME 900099 20443 20443 257443 137 137 MICELLANEOUS INCOME 900099 2556 2556 2556 260136 259999 0 137 110000 61539 13283 11020 109 4247 6680 1270 13866 3915 128 1340 MISCELLANEOUS EXPENSE 24685 PROGRAM EXPENSES 9942 STAFF DEVELOPMENT 881 MEMBERSHIP EXPENSE 675 1574 265154 43426 47030 9884 20000 53310 67030 0 9240 0 9240 X 0 0 0 0 53310 57790 53310 57790 53310 67030 X -5018 9498 0 X 0 0 0 0 0 1 237000 7304 7304 9480 -2176 FORM 990, PART VI, SECTION A, LINE 2 DANA MOORE AND ELLIOTT MOORE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 A SUMMARY OF THE CHANGES TO THE BYLAWS ARE AS FOLLOWS: - THE BOARD OF DIRECTORS SHALL ELECT THE OFFICERS FOR A TERM OF 2 YEARS (STARTING IN 2020). ALL OFFICERS SHALL TAKE OFFICE IMMEDIATELY FOLLOWING THEIR ELECTION AT THE BOARD MEETING FOLLOWING THE ANNUAL MEETING OF THE MEMBERS. - THE EXECUTIVE COMMITTEE MAY DETERMINE FROM TIME TO TIME THE AMOUNTS OF INITIATION FEES, IF ANY, AND DUES PAYABLE TO THE CORPORATION BY THE VARIOUS CLASSES OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE VOTING RIGHTS AS BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE REVIEWS THE 990 PRIOR TO FILING AND THE 990 IS AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 8 THE PRIOR PERIOD ADJUSTMENT IS DUE TO CHANGES IN RETAINED EARNINGS MADE AFTER FILING. TENNESSEE BUSINESS ROUNDTABLE FOUNDATION 640 SPENCE LANE SUITE 250 NASHVILLE TN 37217 621651184 EDUCATION OF WORKFORCE TN 501(C)(3) PF N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 TENNESSEE BUSINESS ROUNDTABLE FOUNDATION S 20444 AFFILIATION PAYMENT