2020-11-11T10:29:34-06:00 2019-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2019-01-01 953234094 THE CALIFORNIA BUSINESS ROUNDTABLE CALI 9165534093 1301 I STREET SACRAMENTO CA 95814 KIRK M CLARK VICE PRESIDENT 9165534093 2020-11-09 1 LINDA D GEERY P00364484 9166466464 2020-11-09 207.231.71.251 2020-11-09 17:34:15 PS P 67639D8D55F6B218ED5E382FB77B71D17F0527F1 67639D8D55F6B218ED5E382FB77B71D17F0527F1 2019 2021-04-22 16:20:28Z ROBERT LAPSLEY 1301 I STREET SACRAMENTO CA 95814 10760713 0 X WWW.CBRT.ORG X 1976 CA TO PROVIDE LEADERSHIP ON PUBLIC POLICY ISSUES AFFECTING THE STATE OF CALIFORNIA 16 15 4 0 0 0 4138803 9590737 2253000 1155000 369 320 16863 14656 6409035 10760713 0 0 0 0 725877 879356 0 0 0 5564638 9252981 6290515 10132337 118520 628376 740905 1369281 0 0 740905 1369281 X 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. 0 0 SPLIT ROLL / TAXES: LEAD EFFORTS TO OPPOSE A SPLIT ROLL PROPERTY TAX INITIATIVE AND ANY ADDITIONAL EFFORTS TO WORSEN THE AFFORDABILITY CRISES IN CALIFORNIA. AFFORDABILITY: SERVED AS A COUNTERBALANCE TO EFFORTS WITHIN THE LEGISLATURE THAT INCREASE COSTS ON WORKING CALIFORNIANS. FROM HOUSING TO HEALTHCARE NUMEROUS PROPOSALS HAVE ALREADY BEEN INTRODUCED THAT WOULD PLACE EVEN HIGHER COST BURDENS ON WORKING CALIFORNIANS. ENERGY AFFORDABILITY: CONTINUED TO BE A VOICE FOR AFFORDABILITY AND RELIABILITY WITH RESPECT TO CALIFORNIA ENERGY POLICIES THROUGH CARE COALITION LEADERSHIP. AMICUS CURIAE (LEAD): SUPPORTED THE DRAFTING OF BRIEFS ON MAJOR LITIGATION EFFORTS THAT ALIGN WITH THE CBRT AGENDA AND DECISION-MAKING PRINCIPLES. INTERNATIONAL TRADE: SUPPORTED EFFORTS AT THE FEDERAL LEVEL TO SUPPORT FREE AND FAIR INTERNATIONAL TRADE. WHERE APPROPRIATE, PARTNER WITH THE NATIONAL BUSINESS ROUNDTABLE AND THE U.S. CHAMBER. 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 16 0 1 4 1 0 0 0 0 1 1 0 0 0 X 16 15 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X KIRK M CLARK 9165534093 1301 I ST SACRAMENTO CA 95814 CHRISTINA SISTRUNK DIRECTOR 1.00 X 0 0 0 TOM MCKERNAN DIRECTOR 1.00 X 0 0 0 BRETT BITTEL DIRECTOR 1.00 X 0 0 0 WAYNE BERMAN DIRECTOR 1.00 X 0 0 0 MIKE VOMUND DIRECTOR 1.00 X 0 0 0 SCOTT CLEMMER DIRECTOR 1.00 X 0 0 0 SCOTT LINDQUIST DIRECTOR 1.00 X 0 0 0 PAUL HERNANDEZ DIRECTOR 1.00 X 0 0 0 RON COHEN DIRECTOR 1.00 1.00 X 0 0 0 CELIA HUBER DIRECTOR 1.00 X 0 0 0 LUPE DE LA CRUZ DIRECTOR 1.00 X 0 0 0 MARYAM BROWN DIRECTOR 1.00 X 0 0 0 TOM CONLEY DIRECTOR 1.00 1.00 X 0 0 0 JOHN MANNING DIRECTOR 1.00 X 0 0 0 MIKE HAYDE DIRECTOR 1.00 X 0 0 0 ROB LAPSLEY PRESIDENT 39.00 1.00 X X 351480 0 16575 KIRK CLARK EXECUTIVE VICE PRESIDENT 39.00 1.00 X 205880 0 10160 BROOKE ARMOUR VICE PRESIDENT 39.00 1.00 X 114500 0 238 671860 0 26973 3 0 1 0 MERIDIAN PACIFIC INC 925 UNIVERSITY AVE SACRAMENTO CA 95825 CONSULTING 2147243 UNEARTH 555 CAPITOL MALL STE 640 SACRAMENTO CA 95814 DIGITAL MEDIA 1923790 HOLLAND & KNIGHT LLP 50 CALIFORNIA STREET STE 2800 SAN FRANCISCO CA 94111 LEGAL 550000 AC PUBLIC AFFAIRS 12115 K STREET STE 1609 SACRAMENTO CA 95814 CONSULTING 374999 MFOUR MOBILE RESEARCH INC 19800 MACARTHUR BLVD STE 700 IRVINE CA 92612 RESEARCH 311045 14 8671266 919471 9590737 MEMBERSHIP DUES 900099 1155000 1155000 1155000 320 320 REIMBURSED COSTS 900099 14656 14656 14656 10760713 1169656 0 320 X 584095 223418 31781 27711 12351 11690 90000 8436326 33811 7940 51300 45721 62894 3369 PAC CONTRIBUTIONS 506500 UBI TAX 3430 10132337 127197 121215 613708 1248066 4411 4411 0 0 740905 1369281 0 0 X 740905 1369281 740905 1369281 740905 1369281 628376 0 X X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2074471 382668 382668 1034971 -652303 4411 4411 0 0 X PART X, LINE 2: THE ROUNDTABLE HAS APPLIED THE PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. X 0 0 0 ROB LAPSLEY PRESIDENT 351480 0 0 0 0 0 1400 0 15175 0 368055 0 0 0 KIRK CLARK EXECUTIVE VICE PRESIDENT 205880 0 0 0 0 0 6180 0 3980 0 216040 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF NOT LESS THAN FIVE AND NOT GREATER THAN 50% OF THE TOTAL NUMBER OF AUTHORIZED DIRECTORS. AT EACH ANNUAL MEETING, THE BOARD OF DIRECTORS DETERMINE THE NUMBER OF MEMBERS OF THE EXECUTIVE COMMITTEE AND APPOINT MEMBERS OF THE BOARD OF DIRECTORS TO SERVE ON THE EXECUTIVE COMMITTEE. THE BOARD OF DIRECTORS MAY ESTABLISH CRITERIA THAT MUST BE SATISFIED FOR A DIRECTOR TO BE ELIGIBLE TO SERVE ON THE EXECUTIVE COMMITTEE. THE CHAIR SERVES AS THE CHAIR OF EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY MANAGEMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES ARE COVERED BY THE CONFLICT OF INTEREST POLICY. THE POLICY IS REGULARLY AND CONSISTENTLY MONITORED WITH THE EMPLOYEE HANDBOOK AND OTHER REGULAR COMMUNICATION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE EVALUATES COMPENSATION USING COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. ALL DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARRANGEMENTS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE INCLUDED IN THE ORGANIZATION'S HANDBOOKS. FORM 990, PART IX, LINE 11G BUSINESS CLIMATE TASK FORCE 7,626,067. PAC ADMINISTRATOR FEES 499,210. EDUCATION TASK FORCE 1,369. JOBS GROWTH TASK FORCE 2,464. OTHER PROFESSIONAL FEES 59,690. REDISTRICTING TASK FORCE 247,526. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY OVER THE REVIEWED FINANCIAL STATEMENT AND THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. ISSUES POLITICAL ACTION COMMITTEE 1301 I STREET SACRAMENTO CA 95814 953234094 SUPPORT BALLOT MEASURES CONSISTENT WITH CBR'S PUBLIC POLICY AGENDA CA 919471 47423 N/A CENTER FOR JOBS AND THE ECONOMY 1301 I STREET SACRAMENTO CA 95814 352478507 PROVIDE A SOURCE OF INFORMATION PERTAINING TO CA JOB CREATION AND TRENDS CA 501(C)(3) LINE 7 THE CALIFORNIA BUSINESS ROUNDTABLE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CENTER FOR JOBS AND THE ECONOMY O 134000 ACTUAL AMOUNT