2018-11-15T15:43:24-06:00 2017-12-31 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 20878 990 2017-01-01 237236607 THE BUSINESS ROUNDTABLE INC BUSI 2028721260 300 NEW JERSEY AVE NW NO 800 WASHINGTON DC 20001 MARCUS PEACOCK EXECUTIVE VICE PRESIDENT 2028721260 2018-11-15 1 WILLIAM E TURCO CPA P00369217 3012963600 66.98.98.15 2018-11-15 15:42:36 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 00BFBB601F26E6691F3C42FDB75EEBE807206D5E 2017 2019-02-21 02:37:17Z BUSINESS ROUNDTABLE JOSHUA BOLTEN 300 NEW JERSEY AVE NW NO 800 WASHINGTON DC 20001 56622282 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 40 23 0 0 0 155000 33492664 40537220 1022386 1907816 31575 156217 34546625 42756253 39500 7219277 0 0 11600243 16002739 0 0 0 20793338 26065713 32433081 49287729 2113544 -6531476 37580034 31048558 0 0 37580034 31048558 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 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. 0 1 1 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 0 0 0 1 62 0 1 40 1 0 0 0 0 1 1 0 X 22 21 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 0 1 0 0 X DEWEY WELCH 2028721260 300 NEW JERSEY AVENUE NW SUITE 800 WASHINGTON DC 20001 JAMES DIMON CHAIRMAN 0.00 X 0 0 0 RANDALL L STEPHENSON CHAIR, NOMINATING COMMITTEE 0.00 X 0 0 0 JOHN A HAYES CHAIR, CORPORATE GOVERNANCE 0.00 X 0 0 0 WES BUSH CHAIR, EDUCATION AND WORKFORCE 0.00 X 0 0 0 NICHOLAS K AKINS CHAIR, ENERGY AND ENVIRONMENT 0.00 X 0 0 0 BRIAN T MOYNIHAN CHAIR, HEALTH AND RETIREMENT 0.00 X 0 0 0 GREGORY Q BROWN CHAIR, IMMIGRATION 0.00 X 0 0 0 JACQUELINE HINMAN CHAIR, INFRASTRUCTURE 0.00 X 0 0 0 TOM LINEBARGER CHAIR, INTERNATIONAL ENGAGEMENT 0.00 X 0 0 0 MARK J COSTA CHAIR, SMART REGULATION 0.00 X 0 0 0 MARK A WEINBERGER CHAIR, TAX AND FISCAL POLICY 0.00 X 0 0 0 JULIE SWEET CHAIR, TECHNOLOGY, INTERNET & INNOVATION 0.00 X 0 0 0 AJAY BANGA AT LARGE BOARD MEMBER 0.00 X 0 0 0 KENNETH I CHENAULT AT LARGE BOARD MEMBER 0.00 X 0 0 0 DAVID M COTE AT LARGE BOARD MEMBER THRU 03/2017 0.00 X 0 0 0 MARILLYN A HEWSON AT LARGE BOARD MEMBER 0.00 X 0 0 0 JEFFREY R IMMELT AT LARGE BOARD MEMBER THRU 07/2017 0.00 X 0 0 0 ANDREW N LIVERIS AT LARGE BOARD MEMBER 0.00 X 0 0 0 KEVIN A LOBO AT LARGE BOARD MEMBER 0.00 X 0 0 0 C DOUGLAS MCMILLON AT LARGE BOARD MEMBER 0.00 X 0 0 0 LARRY J MERLO AT LARGE BOARD MEMBER 0.00 X 0 0 0 DENNIS A MUILENBURG AT LARGE BOARD MEMBER 0.00 X 0 0 0 VIRGINIA M ROMETTY AT LARGE BOARD MEMBER 0.00 X 0 0 0 JOSHUA B BOLTEN PRESIDENT & CEO 40.00 X X 1748530 0 82333 AIMEE J BRENNAN TREASURER 40.00 X 233345 0 75439 ELIZABETH S DOUGHERTY SECRETARY 40.00 X 153116 0 14435 JOHN M ENGLER PRESIDENT THRU 01/2017 40.00 X 3625069 0 43953 JESSICA L BOULANGER SENIOR VICE PRESIDENT 40.00 X 563927 0 50843 MARIAN E HOPKINS SENIOR VICE PRESIDENT 40.00 X 926414 0 294488 WILLIAM C MILLER JR SENIOR VICE PRESIDENT 40.00 X 1098915 0 109946 MARCUS C PEACOCK EXECUTIVE VICE PRESIDENT 40.00 X 541657 0 55617 LEANNE G WILSON SENIOR VICE PRESIDENT 40.00 X 679635 0 124192 9570608 0 851246 24 0 1 0 MENTZER MEDIA SERVICES INC 210 W PENNSYLVANIA AVE TOWSON MD 21204 CONSULTING/PROFESSIONAL SERVICES 4450000 IHEARTMEDIA AND ENTERTAINMENT INC 20880 STONE OAK PARKWAY SAN ANTONIO TX 78258 CONSULTING/PROFESSIONAL SERVICES 1935905 THE FRATELLI GROUP 1300 CONNECTICUT AVE NW SUITE 95 WASHINGTON DC 20036 CONSULTING/PROFESSIONAL SERVICES 1630587 DROGA5 LLC 120 WALL STREET 11TH FLOOR NEW YORK NY 10005 CONSULTING/PROFESSIONAL SERVICES 1500000 ADVOC8 LLC 500 PENN ST NE WASHINGTON DC 20002 CONSULTING/PROFESSIONAL SERVICES 760870 43 155000 155000 MEMBERSHIP DUES 900099 40537220 40537220 40537220 1160734 1160734 32425 0 32425 32425 32425 14613111 13866029 747082 747082 747082 OTHER INCOME 900099 123792 123792 123792 42756253 40693437 0 1907816 7219277 5996727 7936084 922218 681990 465720 419595 53855 133833 177092 654747 531699 2815483 86398 652669 26308 PROGRAM EXPENSES 19162958 EQUIPMENT & FURNITURE 1100829 MEMBERSHIP DUES 155160 LEASEHOLD IMPROVEMENTS 95087 49287729 1044828 257513 9393175 7296305 26957121 23309830 184910 184910 37580034 31048558 0 0 X 0 0 0 0 37580034 31048558 37580034 31048558 37580034 31048558 -6531476 0 X X 0 1 X 1 0 25000 0 25000 25000 1 REPUBLICAN GOVERNORS ASSOCIATION 1747 PENNSYLAVANIA AVE NW STE 250 WASHINGTON DC 20006 113655877 25000 0 0 1 40537220 27376853 -1230604 26146249 17836377 8309872 PART I-A, LINE 1: MEMBERSHIP IN GOVERNORS COUNCIL 0 X 42756253 0 42756253 0 42756253 49287729 0 49287729 0 49287729 PART X, LINE 2: THE BUSINESS ROUNDTABLE IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A), AS AN ENTITY DESCRIBED IN SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON UNRELATED BUSINESS INCOME. DURING THE YEAR ENDED DECEMBER 31, 2017, THE BUSINESS ROUNDTABLE HAD NO NET UNRELATED BUSINESS INCOME. MANAGEMENT EVALUATED THE TAX POSITION AND CONCLUDED THAT THE BUSINESS ROUNDTABLE HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENT. 1 BOYS & GIRLS CLUBS OF AMERICA 1707 L STREET NW SUITE 670 WASHINGTON DC 20036 135562976 501(C)(3) 6875 GENERAL SUPPORT AMERICAN ACTION FORUM 1747 PENNSYLVANIA AVE NW WASHINGTON DC 20006 270567765 501(C)(3) 50000 GENERAL SUPPORT AMERICAN ACTION NETWORK 1747 PENNSYLVANIA AVE NW WASHINGTON DC 20006 270730508 501(C)(4) 6000000 GENERAL SUPPORT FARMERS FOR FREE TRADE PO BOX 837 BILLINGS MT 59103 371866303 501(C)(4) 150000 GENERAL SUPPORT NATIONAL TAXPAYERS UNION 25 MASSACHUSETTS AVE NW 140 WASHINGTON DC 20001 521009116 501(C)(4) 1000000 GENERAL SUPPORT 2 3 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 1 0 0 JOSHUA B BOLTEN PRESIDENT & CEO 1693464 0 50000 0 5066 0 54563 0 36486 0 1839579 0 0 0 AIMEE J BRENNAN TREASURER 181500 0 50000 0 1845 0 45900 0 33992 0 313237 0 0 0 ELIZABETH S DOUGHERTY SECRETARY 151949 0 0 0 1167 0 0 0 21289 0 174405 0 0 0 JOHN M ENGLER PRESIDENT THRU 01/2017 171666 0 1056000 0 2397403 0 38557 0 5879 0 3669505 0 0 0 JESSICA L BOULANGER SENIOR VICE PRESIDENT 418664 0 142800 0 2463 0 21304 0 34293 0 619524 0 0 0 MARIAN E HOPKINS SENIOR VICE PRESIDENT 165364 0 164800 0 596250 0 289751 0 6452 0 1222617 0 0 0 WILLIAM C MILLER JR SENIOR VICE PRESIDENT 742450 0 350000 0 6465 0 77856 0 41764 0 1218535 0 0 0 MARCUS C PEACOCK EXECUTIVE VICE PRESIDENT 538904 0 0 0 2753 0 54261 0 2437 0 598355 0 0 0 LEANNE G WILSON SENIOR VICE PRESIDENT 486190 0 189200 0 4245 0 103050 0 25895 0 808580 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 PRESIDENT & CEO. THE BUSINESS ROUNDTABLE DOES PAY SOCIAL DUES FOR ITS OFFICERS, EXECUTIVE VICE PRESIDENT, AND SENIOR VICE PRESIDENTS. ANY PERSONAL USE OF THE SOCIAL CLUBS BY THESE EMPLOYEES ARE TREATED AS TAXABLE INCOME. PART I, LINE 4A DURING 2017, JOHN M. ENGLER RECEIVED A SEVERANCE PAYMENT OF $2,103,440 AND MARIAN E. HOPKINS RECEIVED A SEVERANCE PAYMENT OF $594,104. 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 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 BUSINESS ROUNDTABLE ELECT A CHAIRMAN AND THE VICE CHAIRS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B 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 (PRESIDENT & CEO) INCLUDES AN INDEPENDENT REVIEW AND APPROVAL BASED ON PERFORMANCE AND COMPARABLILITY DATA. COMPENSATION DECISIONS APPROVED BY THE CHAIR ARE ALSO REVIEWED BY THE BOARD OF DIRECTORS (GOVERNING BODY) ON AN ANNUAL BASIS. THE BUSINESS ROUNDTABLE PARTICIPATES AND RECEIVES AN ANNUAL CEO COMPENSATION AND BENEFITS SURVEY WITH COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 BUSINESS ROUNDTABLE MAKES ITS FINANCIAL STATEMENTS (FORM 990) AVAILABLE UPON WRITTEN REQUEST TO THE PUBLIC. BUSINESS ROUNDTABLE'S ARTICLES OF INCORPORATION AND CONFLICT OF INTEREST POLICY ARE NOT PUBLICLY AVAILABLE. FORM 990, PART XII, LINE 1, ACCOUNTING METHOD: THE BUSINESS ROUNDTABLE USES MODIFIED CASH BASIS.