Form 990 for tax year 2023

Filed by OHIO BUSINESS ROUNDTABLE.

Totals

Total revenue: $3,575,928
Total expenses: $3,299,078
Contributions and grants received: $500,000
Grants paid: $17,053
Program service revenue: $3,028,871
Investment income: $47,057
Other revenue: $0
Total assets, end of year: $3,562,096
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $3,562,096
Program services expenses (Part IX): not reported
Management and general expenses: not reported
Fundraising expenses: not reported
Program service expenses (Part III): not reported

Listed in Part VII

PAULA OREILLY

TRUSTEE

Total calculated

$0

Hours/week

1
SCOTT BARBOUR

TRUSTEE

Total calculated

$0

Hours/week

1
MIKE AVOTINS

TRUSTEE

Total calculated

$0

Hours/week

1
CHRISTOPHER GESSNER

TRUSTEE

Total calculated

$0

Hours/week

1
LEIGH FOX

TRUSTEE

Total calculated

$0

Hours/week

1
LADAVIA DRANE

TRUSTEE

Total calculated

$0

Hours/week

1
JULIE SLOAT

EXECUTIVE COMMITTEE

Total calculated

$0

Hours/week

1
CARL LINDNER III

TRUSTEE

Total calculated

$0

Hours/week

1
BOB NELSON

TRUSTEE

Total calculated

$0

Hours/week

1
JANE PETERSON

TRUSTEE

Total calculated

$0

Hours/week

1
ALEX WRIGHT

TRUSTEE

Total calculated

$0

Hours/week

1
MOLLY KOCOUR BOYLE

TRUSTEE

Total calculated

$0

Hours/week

1
RICK HAINES

TRUSTEE

Total calculated

$0

Hours/week

1
PAUL SCHMIDT

TRUSTEE

Total calculated

$0

Hours/week

1
GINA BOSWELL

TRUSTEE

Total calculated

$0

Hours/week

1
LOU VON THAER

TRUSTEE

Total calculated

$0

Hours/week

1
RODNEY ROGERS

TRUSTEE

Total calculated

$0

Hours/week

1
RALPH ANDRETTA

TRUSTEE

Total calculated

$0

Hours/week

1
JIM FLYNN

TRUSTEE

Total calculated

$0

Hours/week

1
TOM WELSH

TRUSTEE

Total calculated

$0

Hours/week

1
JASON HOLLAR

TRUSTEE

Total calculated

$0

Hours/week

1
ERHARDT PREITAUER

TRUSTEE

Total calculated

$0

Hours/week

1
ERIC KALER PHD

TRUSTEE

Total calculated

$0

Hours/week

1
ROBERT C SMITH

TRUSTEE

Total calculated

$0

Hours/week

1
GARY UNDERWOOD

TRUSTEE

Total calculated

$0

Hours/week

1
GARY LINDGREN

TRUSTEE

Total calculated

$0

Hours/week

1
STEVE DAVIS MD

TRUSTEE

Total calculated

$0

Hours/week

1
STEVE JOHNSTON

EXECUTIVE COMMITTEE

Total calculated

$0

Hours/week

1
TODD SCHNEIDER

TRUSTEE

Total calculated

$0

Hours/week

1
TOMISLAV MIHALJEVIC MD

TRUSTEE

Total calculated

$0

Hours/week

1
KENNY MCDONALD

TRUSTEE

Total calculated

$0

Hours/week

1
GARY COOPER

TRUSTEE

Total calculated

$0

Hours/week

1
CHRISSY HAND

TRUSTEE

Total calculated

$0

Hours/week

1
TANNY CRANE

EXECUTIVE COMMITTEE

Total calculated

$0

Hours/week

1
TIM TEHAN

TRUSTEE

Total calculated

$0

Hours/week

1
DEBORAH FELDMAN

TRUSTEE

Total calculated

$0

Hours/week

1
MARK JOHNSON

TRUSTEE

Total calculated

$0

Hours/week

1
HEATHER BRILLIANT

TRUSTEE

Total calculated

$0

Hours/week

1
RAM RAJADHYAKSHA

TRUSTEE

Total calculated

$0

Hours/week

1
BRAD CAMPBELL

TRUSTEE

Total calculated

$0

Hours/week

1
JANE GROTE ABELL

TRUSTEE

Total calculated

$0

Hours/week

1
AMY SPILLER

TRUSTEE

Total calculated

$0

Hours/week

1
JIM SMITH

TRUSTEE

Total calculated

$0

Hours/week

1
T J OBROKTA JR

TRUSTEE

Total calculated

$0

Hours/week

1
TIM SPENCE

TRUSTEE

Total calculated

$0

Hours/week

1
PATRICK JAMES

TRUSTEE

Total calculated

$0

Hours/week

1
BRAD THRESS

TRUSTEE

Total calculated

$0

Hours/week

1
H LAWRENCE CULP JR

TRUSTEE

Total calculated

$0

Hours/week

1
SAMUEL MATTHEWS

TRUSTEE

Total calculated

$0

Hours/week

1
BAIJU SHAH

TRUSTEE

Total calculated

$0

Hours/week

1
OLE ROSGAARD

TRUSTEE

Total calculated

$0

Hours/week

1
CHRIS RAMMEL

TRUSTEE

Total calculated

$0

Hours/week

1
STEVE STEINOUR

EXECUTIVE COMMITTEE

Total calculated

$0

Hours/week

1
ANDREW BERENZWEIG

TRUSTEE

Total calculated

$0

Hours/week

1
CATHY STRAUSS

TRUSTEE

Total calculated

$0

Hours/week

1
SCOTT WHITE

TRUSTEE

Total calculated

$0

Hours/week

1
MARK SMUCKER

EXECUTIVE COMMITTEE

Total calculated

$0

Hours/week

1
JP NAUSEEF

TRUSTEE

Total calculated

$0

Hours/week

1
JOHN SAADA JR

EXECUTIVE COMMITTEE

Total calculated

$0

Hours/week

1
CORRINE BURGER

TRUSTEE

Total calculated

$0

Hours/week

1
CHRIS GORMAN

EXECUTIVE COMMITTEE

Total calculated

$0

Hours/week

1
BRETT BURGETT

TRUSTEE

Total calculated

$0

Hours/week

1
KIM ZAVISLAK

TRUSTEE

Total calculated

$0

Hours/week

1
CHRIS MAPES

TRUSTEE

Total calculated

$0

Hours/week

1
MICHAEL HENNIGAN

EXECUTIVE COMMITTEE

Total calculated

$0

Hours/week

1
SHAWN RILEY

TRUSTEE

Total calculated

$0

Hours/week

1
JOHN WARNER

EXECUTIVE COMMITTEE

Total calculated

$0

Hours/week

1
STEVE GLASS

TRUSTEE

Total calculated

$0

Hours/week

1
AIRICA STEED EDD

TRUSTEE

Total calculated

$0

Hours/week

1
BOB SCHOTTENSTEIN

TRUSTEE

Total calculated

$0

Hours/week

1
GREG CRAWFORD PHD

TRUSTEE

Total calculated

$0

Hours/week

1
ALEX JOHNSON

TRUSTEE

Total calculated

$0

Hours/week

1
KIRT WALKER

TRUSTEE

Total calculated

$0

Hours/week

1
TIM ROBINSON

TRUSTEE

Total calculated

$0

Hours/week

1
ADAM JOHNSON

TRUSTEE

Total calculated

$0

Hours/week

1
WILLIAM EBBING

TRUSTEE

Total calculated

$0

Hours/week

1
VINCE PARISI

TRUSTEE

Total calculated

$0

Hours/week

1
KRISTINA JOHNSON PHD

TRUSTEE

Total calculated

$0

Hours/week

1
JOHN J WARNER MD

TRUSTEE

Total calculated

$0

Hours/week

1
STEPHEN MARKOVICH MD

TRUSTEE

Total calculated

$0

Hours/week

1
BRIAN CHAMBERS

EXECUTIVE COMMITTEE

Total calculated

$0

Hours/week

1
ANDRES LOPEZ

TRUSTEE

Total calculated

$0

Hours/week

1
DOUGLAS J SIBILA

TRUSTEE

Total calculated

$0

Hours/week

1
ANGELA PHILLIPS

TRUSTEE

Total calculated

$0

Hours/week

1
MARY AUCH

TRUSTEE

Total calculated

$0

Hours/week

1
BOB TANNOUS

TRUSTEE

Total calculated

$0

Hours/week

1
MICHAEL RIORDAN

TRUSTEE

Total calculated

$0

Hours/week

1
JON MOELLER

TRUSTEE

Total calculated

$0

Hours/week

1
ARTURO POLIZZI

TRUSTEE

Total calculated

$0

Hours/week

1
KARA TROTT

TRUSTEE

Total calculated

$0

Hours/week

1
GEORGE LIMBERT

TRUSTEE

Total calculated

$0

Hours/week

1
FRANK SULLIVAN

EXECUTIVE COMMITTEE

Total calculated

$0

Hours/week

1
RENEE CACCHILLO

TRUSTEE

Total calculated

$0

Hours/week

1
EMMET OGARA

TRUSTEE

Total calculated

$0

Hours/week

1
JIM HAGEDORN

TRUSTEE

Total calculated

$0

Hours/week

1
TOM DILLON

TRUSTEE

Total calculated

$0

Hours/week

1
VISHAL SOIN

EXECUTIVE COMMITTEE

Total calculated

$0

Hours/week

1
TRACI MARTINEZ

TRUSTEE

Total calculated

$0

Hours/week

1
JANICA PIERCE TUCKER

TRUSTEE

Total calculated

$0

Hours/week

1
DAVID CIESINSKI

TRUSTEE

Total calculated

$0

Hours/week

1
KEN OAKS

TRUSTEE

Total calculated

$0

Hours/week

1
BRETT ROUBINEK

TRUSTEE

Total calculated

$0

Hours/week

1
CHRISTOPHER VINCZE

TRUSTEE

Total calculated

$0

Hours/week

1
KURT LEWIS

TRUSTEE

Total calculated

$0

Hours/week

1
CLIFF MEGERIAN MD

TRUSTEE

Total calculated

$0

Hours/week

1
NEVILLE PINTO PHD

TRUSTEE

Total calculated

$0

Hours/week

1
RICH JOHNSON

TRUSTEE

Total calculated

$0

Hours/week

1
MICHAEL MARTZ

TRUSTEE

Total calculated

$0

Hours/week

1
TODD PENEGOR

TRUSTEE

Total calculated

$0

Hours/week

1
JOHN BARRETT

EXECUTIVE COMMITTEE

Total calculated

$0

Hours/week

1
LISA INGRAM

TRUSTEE

Total calculated

$0

Hours/week

1
JEFFREY WODA

TRUSTEE

Total calculated

$0

Hours/week

1
ANDY ROSE

TRUSTEE

Total calculated

$0

Hours/week

1
PATRICK J TIBERI

PRESIDENT AND CEO

Total calculated

$1,033,835

From this org

$979,304

From related orgs

$0

Other

$54,531

Hours/week

40

Schedule J breakdown matched by us

Base

$729,304

Bonus

$250,000

Other

$0

Deferred

$37,850

Nontaxable benefits

$16,681

Filer's total

$1,033,835
KRISTEN S FRISSORA

EVP AND SECRETARY/TREASURER

Total calculated

$274,893

From this org

$250,125

From related orgs

$0

Other

$24,768

Hours/week

40

Schedule J breakdown matched by us

Base

$190,625

Bonus

$59,500

Other

$0

Deferred

$22,875

Nontaxable benefits

$1,893

Filer's total

$274,893
AVI A ZAFFINI

SVP OF BUSINESS ENGAGEMENT AND STRATEGIC INITIATIV

Total calculated

$236,636

From this org

$206,000

From related orgs

$0

Other

$30,636

Hours/week

40

Schedule J breakdown matched by us

Base

$156,116

Bonus

$41,000

Other

$8,884

Deferred

$19,800

Nontaxable benefits

$10,836

Filer's total

$236,636
MICHAEL D MCLEAN

EXECUTIVE DIRECTOR, OHIO GRANTS ALLIANCE

Total calculated

$191,803

From this org

$165,000

From related orgs

$0

Other

$26,803

Hours/week

40

Schedule J breakdown matched by us

Base

$126,276

Bonus

$30,000

Other

$8,724

Deferred

$16,200

Nontaxable benefits

$10,603

Filer's total

$191,803
NANCY L SHAVER

DIR OF OPERATIONS

Total calculated

$130,478

From this org

$118,167

From related orgs

$0

Other

$12,311

Hours/week

40
ALEXANDRA DENNEY

VP OF COMMS AND GR

Total calculated

$128,604

From this org

$117,000

From related orgs

$0

Other

$11,604

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

FRIENDS OF THE OHIO GOVERNORS RESIDENCE AND HERITAGE GARDEN INC

$5,000

HISTORIC PRESERVATION OF THE OHIO GOVERNOR'S RESIDENCE AND HERITAGE GARDENS

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.

HEALTH IS EVERYBODY'S BUSINESS INC

501(C)(3) · HC REFORM · OH · controlled entity

Directly controlled by OBRT
OHIO BUSINESS ALLIANCE FOR HIGHER EDUCATION AND THE ECONOMY

501(C)(3) · HIGHER EDUCATION · OH · controlled entity

Directly controlled by ORBT

Provenance

Return type: form_990
Tax year: 2023
Filed: 14 November 2024
IRS schema version: 2023v5.1
Source object: 202413209349303856

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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