Form 990 for tax year 2023
Filed by THE CALIFORNIA BUSINESS ROUNDTABLE.
Totals
- Total revenue
- $15,652,055
- Total expenses
- $14,468,918
- Contributions and grants received
- $14,038,601
- Grants paid
- $0
- Program service revenue
- $1,585,000
- Investment income
- $15,422
- Other revenue
- $13,032
- Total assets, end of year
- $3,314,512
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,314,512
- 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.
-
1b · Membership dues
$12,262,315
-
1f · All other contributions, gifts and grants
$1,776,286
-
2a · Program service revenue: MEMBERSHIP DUES
total $1,585,000 · related or exempt $1,585,000
-
3 · Investment income
total $15,422 · excluded $15,422
-
7a · Gross sales of assets other than inventory
securities $100,000
-
7b · Less cost or other basis and sales expenses
securities $100,000
-
7c · Gain or loss
securities $0
-
11a · Other revenue: REIMBURSED COSTS
total $13,032 · related or exempt $13,032
-
11e · Other revenue, total
$13,032
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $822,582
-
7 · Other salaries and wages
total $161,361
-
8 · Pension plan contributions
total $79,774
-
9 · Other employee benefits
total $28,965
-
10 · Payroll taxes
total $15,212
-
11c · Fees: accounting
total $16,431
-
11d · Fees: lobbying
total $32,500
-
11g · Fees: other
total $12,036,122
-
13 · Office expenses
total $26,947
-
14 · Information technology
total $43,737
-
16 · Occupancy
total $56,875
-
17 · Travel
total $50,516
-
19 · Conferences, conventions and meetings
total $128,375
-
23 · Insurance
total $3,958
-
24a · Other expenses: PAC CONTRIBUTIONS
total $965,500
-
24b · Other expenses: UBI TAX
total $63
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $587,885 · end of year $297,353
-
2 · Savings and temporary cash investments
beginning of year $1,543,490 · end of year $2,643,211
-
10a · Land, buildings and equipment: cost or other basis
$4,411
-
10b · Land, buildings and equipment: accumulated depreciation
$4,411
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
12 · Investments: other securities
end of year $373,948
-
27 · Net assets without donor restrictions
beginning of year $2,131,375 · end of year $3,314,512
Mission and programs · 2023
Mission
THE CALIFORNIA BUSINESS ROUNDTABLE IS A NON-PROFIT, NONPARTISAN ORGANIZATION COMPOSED OF CHIEF EXECUTIVE OFFICERS OF LEADING CALIFORNIA BUSINESSES. SINCE 1976, THE ROUNDTABLE HAS PROVIDED ESSENTIAL LEADERSHIP ON HIGH-PRIORITY PUBLIC POLICY ISSUES. THROUGH ITS "BIG PICTURE," PROACTIVE FOCUS ON KEY BUSINESS ISSUES, COMBINED WITH THE PRESTIGE AND INFLUENCE OF ITS MEMBERS, THE ROUNDTABLE IS A POWERFUL AND COMPELLING ADVOCATE FOR A STRONG ECONOMY AND A HEALTHY BUSINESS CLIMATE IN CALIFORNIA.
Activities or mission (Part I)
TO PROVIDE LEADERSHIP ON PUBLIC POLICY ISSUES AFFECTING THE STATE OF CALIFORNIA
-
CALIFORNIA BUSINESS CLIMATE: ADVOCATED IN THE CALIFORNIA LEGISLATURE AND WITH KEY OPINION LEADERS THE IMPORTANCES OF A STRONG AND RESILIENT CALIFORNIA ECONOMY. TOOK POSITIONS ON LEGISLATION, SPOKE TO THE MEDIA, ISSUED PRESS RELEASES, AND INFORMED OUR MEMBERS OF POLICIES AND POLITICAL ACTIONS THAT WOULD AFFECT BUSINESSES' ABILITY TO GROW AND HIRE IN CALIFORNIA.
-
AFFORDABILITY: SERVED AS A COUNTERBALANCE TO EFFORTS WITHIN THE LEGISLATURE THAT INCREASE COSTS ON WORKING CALIFORNIANS. FROM HOUSING TO HEALTHCARE NUMEROUS PROPOSALS WOULD HAVE PLACED EVEN HIGHER COST BURDENS ON WORKING CALIFORNIANS. HIGHLIGHTED THE IMPORTANCE OF PREDICTABLE TAX POLICY.
-
ENERGY AFFORDABILITY: CONTINUED TO BE A VOICE FOR AFFORDABILITY AND RELIABILITY WITH RESPECT TO CALIFORNIA ENERGY POLICIES THROUGH CARE COALITION LEADERSHIP.
-
INTERNATIONAL TRADE AND GOODS MOVEMENT: SUPPORTED EFFORTS AT THE FEDERAL LEVEL TO INCREASE FREE AND FAIR INTERNATIONAL TRADE. ADVOCATED FOR A RESILIENT GOODS MOVEMENT SECTOR, INCLUDING HOSTING NATIONAL MEETINGS REGARDING THE STATE'S PORTS AND THEIR IMPORTANCE BOTH NATIONALLY AND INTERNATIONALLY. ALSO WORKED ON TRADE ISSUES AT STATE LEVEL INCLUDING IMPACT OF MAJOR CLIMATE CHANGE REGULATION.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Cheyanne CookCHEYANNE COOK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tom McKernanTOM MCKERNAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brett BittelBRETT BITTEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wayne BermanWAYNE BERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rick CarusoRICK CARUSO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike VomundMIKE VOMUND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jordan KaplanJORDAN KAPLAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott ClemmerSCOTT CLEMMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Hans NeidigHANS NEIDIG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas NohTHOMAS NOH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul HernandezPAUL HERNANDEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John KilroyJOHN KILROY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ron CohenRON COHEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Stephen KonigSTEPHEN KONIG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Celia HuberCELIA HUBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lupe De La CruzLUPE DE LA CRUZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark RosenthalMARK ROSENTHAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mitch MitchellMITCH MITCHELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Denise HardinDENISE HARDIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bruce MacRaeBRUCE MACRAE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott FolwarkowSCOTT FOLWARKOW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike HaydeMIKE HAYDE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rob LapsleyROB LAPSLEY
PRESIDENT
- Total calculated
- $591,363
- From this org
- $570,000
- From related orgs
- $0
- Other
- $21,363
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $450,000
- Bonus
- $120,000
- Other
- $0
- Deferred
- $17,100
- Nontaxable benefits
- $4,263
- Filer's total
- $591,363
-
Brooke ArmourBROOKE ARMOUR
EXECUTIVE VICE PRESIDENT
- Total calculated
- $231,219
- From this org
- $220,000
- From related orgs
- $0
- Other
- $11,219
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $180,000
- Bonus
- $40,000
- Other
- $0
- Deferred
- $6,600
- Nontaxable benefits
- $4,619
- Filer's total
- $231,219
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
- 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
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
No itemized grants to organizations 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.
-
CENTER FOR JOBS AND THE ECONOMY
501(C)(3) · PROVIDE A SOURCE OF INFORMATION PERTAINING TO CA JOB CREATION AND TRENDS · CA
Directly controlled by THE CALIFORNIA BUSINESS ROUNDTABLE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423189349310817
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