2018-09-18T11:30:20-05:00 2017-12-31 680037990 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2017-01-01 953234094 THE CALIFORNIA BUSINESS ROUNDTABLE CALI 9165534093 1301 I STREET SACRAMENTO CA 95814 KIRK M CLARK VICE PRESIDENT 9165534093 2018-08-23 1 LINDA D GEERY P00364484 9166466464 2018-08-23 64.88.174.3 2018-08-23 21:17:52 PD P 6945AA45E2A4D6609A435EBA012900DEADB11BA3 44941DDC5983B09996C9DC3124E4DF99F130F376 2017 2018-06-14 16:35:46Z ROBERT LAPSLEY 1301 I STREET SACRAMENTO CA 95814 2185374 0 X WWW.CBRT.ORG X 1976 CA TO PROVIDE LEADERSHIP ON PUBLIC POLICY ISSUES AFFECTING THE STATE OF CALIFORNIA 11 11 3 0 0 0 1824750 1155726 943000 1023000 103 164 13139 6484 2780992 2185374 0 0 0 0 587451 613642 0 0 0 1617614 1725929 2205065 2339571 575927 -154197 776582 622385 0 0 776582 622385 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 ENERGY AND CLIMATE CHANGE:THROUGH THE DIRECT MANAGEMENT OF THE CARE COALITION, LED EFFORTS TO PASS MAJOR REFORMS IN THE STATE'S CAP AND TRADE PROGRAM. TRANSPORTATION FUNDING:CONTINUED TO ADVOCATE FOR A WORKABLE TRANSPORTATION FUNDING SOLUTION WHICH PROVIDES ADEQUATE FUNDING TO ADDRESS GROWING BACKLOG IN TRANSPORTATION MAINTENANCE PROJECTS. JOBS, POVERTY AND UPWARD MOBIITY:EXECUTED BOTH QUANTITATIVE AND QUALITATIVE RESEARCH ON THE BARRIERS TO UPWARD MOBILITY FOR CALIFORNIA'S WORKING POOR AND THOSE STRUGGLING TO OVERCOME POVERTY. SPLIT ROLL PROPERTY TAX:OPPOSED EFFORTS TO CREATE A SPLIT ROLL PROPERTY TAX IN CALIFORNIA, EITHER IN THE LEGISLATURE OR AT THE BALLOT. LED COALITION OPPOSING CREATION OF SPLIT ROLL PROPERTY TAX.POLICY LEADER MEETINGS:HELD A SERIES OF MEETINGS WITH KEY POLICY MAKERS, CO-HOSTED STRATEGIC ISSUES IN CALIFORNIA TO DISCUSS ISSUES CRITICAL TO JOB CREATION AND A STRONGER ECONOMY.LATINO ECONOMIC INSTITUTE:OFFICIALLY LAUNCHED THE CALIFORNIA LATINO ECONOMIC INSTITUTE AND ESTABLISHED A BOARD OF DIRECTORS OF KEY LATINO BUSINESS LEADERS TO EDUCATE AND CREATE GREATER CIVIC ENGAGEMENT AMONG THE LATINO COMMUNITY ON POLICY ISSUES IMPACTING THE LATINO MIDDLE CLASS IN CALIFORNIA. 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 0 1 0 0 1 0 0 1 3 1 0 0 0 0 1 1 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 CA X KIRK M CLARK 9165534093 1301 I ST SACRAMENTO CA 95814 TOM MCKERNAN DIRECTOR 1.00 X 0 0 0 BRANT FISH DIRECTOR 1.00 X 0 0 0 BRETT BITTEL DIRECTOR 1.00 X 0 0 0 SCOTT LINDQUIST DIRECTOR 1.00 X 0 0 0 RICHARD WATTS DIRECTOR 1.00 X 0 0 0 CELIA HUBER DIRECTOR 1.00 X 0 0 0 SCOTT DRURY DIRECTOR 1.00 X 0 0 0 RON COHEN DIRECTOR 1.00 1.00 X 0 0 0 TOM CONLEY DIRECTOR 1.00 1.00 X 0 0 0 LISA STEVENS DIRECTOR 1.00 X 0 0 0 MIKE HAYDE DIRECTOR 1.00 X 0 0 0 ROB LAPSLEY PRESIDENT 39.00 1.00 X 266672 0 7810 KIRK CLARK VICE PRESIDENT 39.00 1.00 X 177233 0 19230 443905 0 27040 2 0 1 0 IDMLOCO LLC 555 CAPITOL MALL STE 640 SACRAMENTO CA 95814 DIGITAL MEDIA 302000 APEX STRATEGIES INC 1301 I STREET SACRAMENTO CA 95814 PUBLIC AFFAIRS 169867 HOLLAND & KNIGHT LLP 50 CALIFORNIA STREET SUITE 2800 SAN FRANCISCO CA 94111 PROFESSIONAL SERVICES 165000 FLEISCHMAN CONSULTING GROUP 4040 MACARTHUR BLVD STE 200 NEWPORT BEACH CA 92660 PUBLIC AFFAIRS 150000 VISION STRATEGY AND INSIGHTS 5420 SYLMAR AVENUE 115 SHERMAN OAKS CA 91401 PUBLIC OPINION RESEARCH/FOCUS GROUPS 119196 5 1155726 1155726 MEMBERSHIP DUES 900099 965000 965000 CBR ISSUES PAC CONTRIB 900099 58000 58000 1023000 164 164 REIMBURSED COSTS 900099 6484 6484 6484 2185374 1029484 0 164 X 470945 95054 7047 30785 9811 12935 63000 1467774 33630 4275 41880 48480 49332 4168 CENTER FOR JOBS AND THE 455 2339571 33365 247377 743217 375008 4411 4411 0 0 776582 622385 0 0 X 776582 622385 776582 622385 776582 622385 -154197 0 X X 1 X 0 1 0 0 0 0 965000 77405 77405 96500 -19095 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. WITH SOME EXCEPTIONS, THE ROUNDTABLE IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2012. X 0 0 0 ROB LAPSLEY PRESIDENT 266672 0 0 0 0 0 4277 0 3533 0 274482 0 0 0 KIRK CLARK VICE PRESIDENT 177233 0 0 0 0 0 5345 0 13885 0 196463 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B NOT APPLICABLE AS THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. 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. THIS PROCESS WAS LAST UNDERTAKEN IN 2017. 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 914,313. PAC ADMINISTRATOR FEES 94,230. INITIATIVE REFORM TASK FORCE 7,000. JOBS GROWTH TASK FORCE 380,894. OTHER PROFESSIONAL FEES 71,337. FORM 990, PART XII, LINE 2C NEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT REVIEW NOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED FROM THE PRIOR YEAR. 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