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← OHIO BUSINESS ROUNDTABLE

Form 990 for tax year 2024

Filed by OHIO BUSINESS ROUNDTABLE.

Totals

Total revenue
$4,526,978
Total expenses
$3,439,205
Contributions and grants received
$175,000
Grants paid
$13,871
Program service revenue
$4,116,025
Investment income
$235,953
Other revenue
$0
Total assets, end of year
$4,600,428
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,600,428
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $175,000

  • 2a · Program service revenue: MEMBERSHIP INCOME

    total $3,955,925 · related or exempt $3,955,925

  • 2b · Program service revenue: CEO SUMMIT

    total $160,100 · related or exempt $160,100

  • 3 · Investment income

    total $235,953 · excluded $235,953

  • 6a · Gross rents

    real property $47,729

  • 6b · Less rental expenses

    real property $47,729

  • 6c · Rental income or loss

    real property $0

  • 6d · Net rental income or loss

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $13,871

  • 5 · Compensation of officers, directors and key employees

    total $1,391,050

  • 7 · Other salaries and wages

    total $793,132

  • 8 · Pension plan contributions

    total $154,075

  • 9 · Other employee benefits

    total $67,865

  • 10 · Payroll taxes

    total $100,890

  • 11c · Fees: accounting

    total $71,111

  • 11g · Fees: other

    total $261,918

  • 12 · Advertising and promotion

    total $242

  • 13 · Office expenses

    total $13,173

  • 14 · Information technology

    total $55,460

  • 16 · Occupancy

    total $89,787

  • 17 · Travel

    total $13,347

  • 19 · Conferences, conventions and meetings

    total $226,200

  • 22 · Depreciation, depletion and amortization

    total $29,861

  • 23 · Insurance

    total $5,727

  • 24a · Other expenses: OTHER

    total $56,580

  • 24b · Other expenses: MEMBERSHIP DUES

    total $30,108

  • 24c · Other expenses: PARKING

    total $26,837

  • 24d · Other expenses: SUPPLIES AND EQUIPMENT

    total $13,014

  • 24e · All other expenses

    total $24,957

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $723,784 · end of year $439,894

  • 2 · Savings and temporary cash investments

    beginning of year $2,755,145 · end of year $4,107,228

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $388,487

  • 10b · Land, buildings and equipment: accumulated depreciation

    $335,181

  • 10c · Land, buildings and equipment, net

    beginning of year $83,167 · end of year $53,306

  • 27 · Net assets without donor restrictions

    beginning of year $3,043,702 · end of year $4,425,691

  • 28 · Net assets with donor restrictions

    beginning of year $518,394 · end of year $174,737

Mission and programs · 2024

Mission

TO HARNESS THE COLLECTIVE EXPERTISE OF OHIO'S CEOS TO ADVOCATE FOR POLICIES THAT IMPROVE OHIO'S ECONOMIC COMPETITIVENESS.

  • WORKING WITH THE OHIO GOVERNOR AND LEGISLATURE TO EDUCATE ON BEHALF OF OHIO'S BUSINESS COMMUNITY AND TO SUPPORT PUBLIC POLICY THAT IMPROVES OHIO'S BUSINESS CLIMATE AND JOB GROWTH.

  • GROWING OUR MEMBERSHIP AND HOLDING MEMBERSHIP EVENTS TO MORE EFFECTIVELY CONNECT AND ENGAGE OHIO'S MAJOR EMPLOYERS, PROVIDING THEM OPPORTUNITIES TO DEMONSTRATE THOUGHT LEADERSHIP AND SHARE BEST PRACTICES.

  • RESEARCHING, SUPPORTING AND ADVOCATING FOR PUBLIC AND PRIVATE INITIATIVES THAT ADDRESS ECONOMIC COMPETITIVENESS AND WORKFORCE DEVELOPMENT IN OHIO.

As filed on the 2024 return.

Listed in Part VII

  • Adam Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Airica Steed

    TRUSTEE (UNTIL AUGUST 2024)

    Total calculated
    $0
    Hours/week
    1
  • Alex Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Alex Wright

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Amy Spiller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Andres Lopez

    TRUSTEE (UNTIL MAY 2024)

    Total calculated
    $0
    Hours/week
    1
  • Andy Rose

    TRUSTEE (UNTIL NOVEMBER 2024)

    Total calculated
    $0
    Hours/week
    1
  • Angela Phillips

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Arturo Polizzi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Baiju Shah

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ben Fowke

    TRUSTEE (MARCH- JULY 2024)

    Total calculated
    $0
    Hours/week
    1
  • Bill Fehrman

    TRUSTEE (SINCE AUGUST 2024)

    Total calculated
    $0
    Hours/week
    1
  • Bob Nelson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Bob Schottenstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Bob Tannous

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Brad Thress

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Brett Burgett

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Brett Roubinek

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Brian Chambers

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Brian Tierney

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Bryan Stewart

    TRUSTEE (SINCE JULY 2024)

    Total calculated
    $0
    Hours/week
    1
  • Carl Lindner III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Cathy Strauss

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Chris Gorman

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • Chris Rammel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Chris Vincze

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Chrissy Hand

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Christine Alexander-Rager

    TRUSTEE (SINCE AUGUST 2024)

    Total calculated
    $0
    Hours/week
    1
  • Christopher Gessner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Claudio Ingaramo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Cliff Megerian

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Corrine Burger

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Curt Morgan

    TRUSTEE (SINCE OCTOBER 2024)

    Total calculated
    $0
    Hours/week
    1
  • David Ciesinski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Deborah Feldman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Douglas J Sibila

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Emmet Ogara

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Erhardt Preitauer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Eric Kaler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Frank Sullivan

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Gary Cooper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Gary Lindgren

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Gina Boswell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Gordon Hardie

    TRUSTEE (SINCE MAY 2024)

    Total calculated
    $0
    Hours/week
    1
  • Greg Crawford

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • H Lawrence Culp Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Hardy Murchison

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Heather Brilliant

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jp Nauseef

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jane Grote Abell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jane Peterson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Janica Pierce Tucker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jason Hollar

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jeff Swartz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jeffrey Woda

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jim Burke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jim Evers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jim Flynn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jim Hagedorn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jim Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • John Barrett

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • John Danis

    TRUSTEE (SINCE AUGUST 2024)

    Total calculated
    $0
    Hours/week
    1
  • John J Warner MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • John Saada Jr

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • John Warner

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Jon Moeller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Joseph Hayek

    TRUSTEE (SINCE NOVEMBER 2024)

    Total calculated
    $0
    Hours/week
    1
  • Julie Sloat

    EXECUTIVE COMMITTEE (UNTIL FEBRUARY 2024)

    Total calculated
    $0
    Hours/week
    1
  • Kara Trott

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ken Oaks

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ken Zagzebski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Kenny McDonald

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Kim Zavislak

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Kirk Tanner

    TRUSTEE (SINCE FEBRUARY 2024)

    Total calculated
    $0
    Hours/week
    1
  • Kirt Walker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Kurt Lewis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Leigh Fox

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Lisa Ingram

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Mark Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Mark Smucker

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • Mary Auch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Maryann Mannen

    EXECUTIVE COMMITTEE (SINCE AUGUST 2024)

    Total calculated
    $0
    Hours/week
    1
  • Michael Gentry

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Michael Martz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Michael Riordan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Mike Avotins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Mike Hennigan

    EXECUTIVE COMMITTEE (UNTIL JULY 2024)

    Total calculated
    $0
    Hours/week
    1
  • Molly Kocour Boyle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Neville Pinto

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Nic Barlage

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ole Rosgaard

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Paul Judge

    TRUSTEE (SINCE OCT 2024)

    Total calculated
    $0
    Hours/week
    1
  • Paul Schmidt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Paula Oreilly

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ralph Andretta

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ram Rajadhyaksha

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Renee Cacchillo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Rich Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Rick Haines

    TRUSTEE (UNTIL JUNE 2024)

    Total calculated
    $0
    Hours/week
    1
  • Rick Malir

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Rob Connelly

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Rob Mullen

    TRUSTEE (SINCE JULY 2024)

    Total calculated
    $0
    Hours/week
    1
  • Robert C Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Robert Heidorn

    TRUSTEE (SINCE MARCH 2024)

    Total calculated
    $0
    Hours/week
    1
  • Rodney Rogers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Scott Barbour

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Scott White

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Shawn Riley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Steve Davis MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Steve Glass

    TRUSTEE (UNTIL NOVEMBER 2024)

    Total calculated
    $0
    Hours/week
    1
  • Steve Johnston

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Steve Markovich

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Steve Steinour

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Steven Hedlund

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Tanny Crane

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Tim Robinson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Tim Spence

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Tim Tehan

    TRUSTEE (UNTIL JULY 2024)

    Total calculated
    $0
    Hours/week
    1
  • Tim Wilson

    TRUSTEE (SINCE AUGUST 2024)

    Total calculated
    $0
    Hours/week
    1
  • Tj Obrokta Jr

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Todd Penegor

    TRUSTEE (UNTIL FEBRUARY 2024)

    Total calculated
    $0
    Hours/week
    1
  • Todd Schneider

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Tom Mihaljevic

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Tom Welsh

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Tony Helton

    TRUSTEE (SINCE NOVEMBER 2024)

    Total calculated
    $0
    Hours/week
    1
  • Traci Martinez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Vince Parisi

    TRUSTEE (UNTIL MARCH 2024)

    Total calculated
    $0
    Hours/week
    1
  • Vishal Soin

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Walter Ted Carter Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • William Ebbing

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Zack Gharib

    TRUSTEE (SINCE APRIL 2024)

    Total calculated
    $0
    Hours/week
    1
  • Patrick J Tiberi

    PRESIDENT AND CEO

    Total calculated
    $1,092,537
    From this org
    $1,035,768
    From related orgs
    $0
    Other
    $56,769
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $765,768
    Bonus
    $270,000
    Other
    $0
    Deferred
    $41,400
    Nontaxable benefits
    $15,369
    Filer's total
    $1,092,537
  • Kristen S Frissora

    EVP AND SECRETARY/TREASURER

    Total calculated
    $298,514
    From this org
    $271,179
    From related orgs
    $0
    Other
    $27,335
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,179
    Bonus
    $70,000
    Other
    $0
    Deferred
    $24,142
    Nontaxable benefits
    $3,193
    Filer's total
    $298,514
  • Michael D McLean

    EXECUTIVE DIRECTOR, OHIO GRANTS ALLIANCE

    Total calculated
    $209,129
    From this org
    $177,333
    From related orgs
    $0
    Other
    $31,796
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,333
    Bonus
    $35,000
    Other
    $0
    Deferred
    $17,080
    Nontaxable benefits
    $14,716
    Filer's total
    $209,129
  • Alexandra Denney

    VP OF GOV'T RELATIONS & COMMS.

    Total calculated
    $137,872
    From this org
    $125,629
    From related orgs
    $0
    Other
    $12,243
    Hours/week
    40
  • Nancy L Shaver

    DIR. OF OPERATIONS

    Total calculated
    $138,891
    From this org
    $125,583
    From related orgs
    $0
    Other
    $13,308
    Hours/week
    40
  • Nicole Cooper

    VP OF BUS. ENGAGEMENT AND EXTERNAL AFFAIRS

    Total calculated
    $141,210
    From this org
    $117,083
    From related orgs
    $0
    Other
    $24,127
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
OBRT'S PRESIDENT HAS A MEMBERSHIP AT THE COLUMBUS CLUB. THE CLUB IS USED ONLY FOR BUSINESS MEETINGS. OBRT PAYS THE MONTHLY DUES AND ALL MEETING EXPENSES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202523149349301892

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