Totals
- Total revenue
- $63,475,755
- Total expenses
- $59,568,897
- Contributions and grants received
- $0
- Grants paid
- $1,436,442
- Program service revenue
- $61,800,000
- Investment income
- $1,093,069
- Other revenue
- $582,686
- Total assets, end of year
- $38,627,818
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $38,627,818
- 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.
-
2a · Program service revenue: MEMBERSHIP DUES
total $61,800,000 · related or exempt $61,800,000
-
3 · Investment income
total $982,649 · excluded $982,649
-
6a · Gross rents
real property $494,782
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $494,782
-
6d · Net rental income or loss
total $494,782 · excluded $494,782
-
7a · Gross sales of assets other than inventory
securities $3,991,013
-
7b · Less cost or other basis and sales expenses
securities $3,880,593
-
7c · Gain or loss
securities $110,420
-
7d · Net gain or loss
total $110,420 · excluded $110,420
-
11a · Other revenue: REIMB. FROM BRT ACTION
total $87,904 · excluded $87,904
-
11e · Other revenue, total
$87,904
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,436,442
-
5 · Compensation of officers, directors and key employees
total $5,094,684
-
7 · Other salaries and wages
total $14,000,477
-
8 · Pension plan contributions
total $3,067,194
-
9 · Other employee benefits
total $1,585,615
-
10 · Payroll taxes
total $848,987
-
11b · Fees: legal
total $86,633
-
11c · Fees: accounting
total $61,745
-
11f · Fees: investment management
total $148,182
-
11g · Fees: other
total $1,194,183
-
13 · Office expenses
total $1,255,436
-
14 · Information technology
total $1,780,704
-
16 · Occupancy
total $4,420,149
-
17 · Travel
total $363,217
-
19 · Conferences, conventions and meetings
total $2,139,097
-
23 · Insurance
total $42,376
-
24a · Other expenses: PROGRAM EXPENSES
total $20,566,393
-
24b · Other expenses: EXCISE TAXES
total $942,995
-
24c · Other expenses: EQUIPMENT & FURNITURE
total $337,958
-
24d · Other expenses: LEASEHOLD IMPROVEMENTS
total $160,744
-
24e · All other expenses
total $35,686
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,238,405 · end of year $2,840,500
-
2 · Savings and temporary cash investments
beginning of year $10,232,420 · end of year $8,873,820
-
11 · Investments: publicly traded securities
beginning of year $21,845,591 · end of year $26,693,865
-
15 · Other assets
beginning of year $404,544 · end of year $219,633
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $34,720,960 · end of year $38,627,818
Mission and programs · 2022
Mission
A CEO-LED ORGANIZATION WHOSE MISSION IS TO ADVOCATE POLICIES THAT PROMOTE U.S. INVESTMENT, A WORLD-CLASS WORKFORCE AND A DYNAMIC, GROWING ECONOMY.
Activities or mission (Part I)
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.
-
THE BUSINESS ROUNDTABLE'S MISION 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.
As filed on the 2022 return.
Listed in Part VII
-
Mary T BarraMARY T BARRA
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0
-
Stephen J SqueriSTEPHEN J SQUERI
CHAIR, CORPORATE GOVERNANCE
- Total calculated
- $0
- Hours/week
- 0
-
Scott KirbySCOTT KIRBY
CHAIR, EDUCATION & WORKFORCE
- Total calculated
- $0
- Hours/week
- 0
-
George R OliverGEORGE R OLIVER
CHAIR, ENERGY & ENVIRONMENT
- Total calculated
- $0
- Hours/week
- 0
-
Greg A AdamsGREG A ADAMS
CHAIR, HEALTH & RETIREMENT
- Total calculated
- $0
- Hours/week
- 0
-
Tim CookTIM COOK
CHAIR, IMMIGRATION
- Total calculated
- $0
- Hours/week
- 0
-
Brendan P BechtelBRENDAN P BECHTEL
CHAIR, INFRASTRUCTURE
- Total calculated
- $0
- Hours/week
- 0
-
Lance M FritzLANCE M FRITZ
CHAIR, TRADE & INTERNATIONAL
- Total calculated
- $0
- Hours/week
- 0
-
Lynn J GoodLYNN J GOOD
CHAIR, SMART REGULATION
- Total calculated
- $0
- Hours/week
- 0
-
Gregory J HayesGREGORY J HAYES
CHAIR, TAX & FISCAL POLICY
- Total calculated
- $0
- Hours/week
- 0
-
Alfred F Kelly JrALFRED F KELLY JR
CHAIR, TECHNOLOGY
- Total calculated
- $0
- Hours/week
- 0
-
Doug McMillonDOUG MCMILLON
CHAIR, NOMINATING & MBMSHP COMMITTEE
- Total calculated
- $0
- Hours/week
- 0
-
Craig ArnoldCRAIG ARNOLD
AT LARGE BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Darius AdamczykDARIUS ADAMCZYK
AT LARGE BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Corie BarryCORIE BARRY
AT LARGE BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Rosalind G BrewerROSALIND G BREWER
AT LARGE BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Jamie DimonJAMIE DIMON
AT LARGE BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Jim FitterlingJIM FITTERLING
AT LARGE BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Beth FordBETH FORD
AT LARGE BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Jane FraserJANE FRASER
AT LARGE BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Tricia GriffithTRICIA GRIFFITH
AT LARGE BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Chuck RobbinsCHUCK ROBBINS
AT LARGE BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Dan SchulmanDAN SCHULMAN
AT LARGE BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Robert F SmithROBERT F SMITH
AT LARGE BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Joshua BoltenJOSHUA BOLTEN
CEO
- Total calculated
- $3,869,534
- From this org
- $3,808,081
- From related orgs
- $0
- Other
- $61,453
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $1,995,767
- Bonus
- $1,800,600
- Other
- $11,714
- Deferred
- $24,471
- Nontaxable benefits
- $43,776
- Filer's total
- $3,876,328
-
Michael AndrewsMICHAEL ANDREWS
TREASURER
- Total calculated
- $557,548
- From this org
- $514,266
- From related orgs
- $0
- Other
- $43,282
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $400,000
- Bonus
- $108,600
- Other
- $5,666
- Deferred
- $9,150
- Nontaxable benefits
- $39,543
- Filer's total
- $562,959
-
Elizabeth DoughertyELIZABETH DOUGHERTY
SECRETARY
- Total calculated
- $649,987
- From this org
- $603,855
- From related orgs
- $0
- Other
- $46,132
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $424,850
- Bonus
- $172,907
- Other
- $6,098
- Deferred
- $9,150
- Nontaxable benefits
- $42,393
- Filer's total
- $655,398
-
Maria GhazalMARIA GHAZAL
SENIOR VICE PRESIDENT & COUNSEL
- Total calculated
- $727,832
- From this org
- $681,700
- From related orgs
- $0
- Other
- $46,132
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $482,250
- Bonus
- $194,672
- Other
- $4,778
- Deferred
- $9,150
- Nontaxable benefits
- $42,393
- Filer's total
- $733,243
-
Dane LinnDANE LINN
SENIOR VICE PRESIDENT
- Total calculated
- $556,401
- From this org
- $518,392
- From related orgs
- $0
- Other
- $38,009
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $399,500
- Bonus
- $112,872
- Other
- $6,020
- Deferred
- $9,150
- Nontaxable benefits
- $34,270
- Filer's total
- $561,812
-
Matthew MillerMATTHEW MILLER
SENIOR VICE PRESIDENT
- Total calculated
- $653,902
- From this org
- $610,620
- From related orgs
- $0
- Other
- $43,282
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $423,617
- Bonus
- $181,607
- Other
- $5,396
- Deferred
- $9,150
- Nontaxable benefits
- $40,588
- Filer's total
- $660,358
-
Kristen SilverbergKRISTEN SILVERBERG
PRESIDENT & COO
- Total calculated
- $1,878,613
- From this org
- $1,832,481
- From related orgs
- $0
- Other
- $46,132
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $1,425,767
- Bonus
- $400,616
- Other
- $6,098
- Deferred
- $9,150
- Nontaxable benefits
- $43,438
- Filer's total
- $1,885,069
-
Michael SteelMICHAEL STEEL
SENIOR VICE PRESIDENT
- Total calculated
- $897,525
- From this org
- $876,183
- From related orgs
- $0
- Other
- $21,342
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $452,886
- Bonus
- $350,572
- Other
- $72,725
- Deferred
- $9,150
- Nontaxable benefits
- $16,843
- Filer's total
- $902,176
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 · First-class or charter travel
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 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
- 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 CEO. THE BUSINESS ROUNDTABLE DOES PAY SOCIAL DUES. ANY PERSONAL USE OF THE SOCIAL CLUBS ARE TREATED AS TAXABLE INCOME.
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
-
$200,000
GENERAL SUPPORT
-
$164,000
GENERAL SUPPORT
-
$109,852
GENERAL SUPPORT
-
$100,000
GENERAL SUPPORT
-
$75,000
GENERAL SUPPORT
-
$75,000
GENERAL SUPPORT
-
GENERAL SUPPORT
-
$50,000
GENERAL SUPPORT
-
GENERAL SUPPORT
-
$50,000
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
501(C)(4) · SEE PART VII · DC · controlled entity
Directly controlled by THE BUSINESS ROUNDTABLE INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343179349304069
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.