2017-05-15T12:47:15-05:00 2016-12-31 ERNST & YOUNG US LLP 800 Yard Street Suite 200 Grandview Heights OH 43212 990 2016-01-01 311359114 Ohio Business Roundtable % JACKIE SWICK OHIO 6144691044 41 South High Street Suite 2240 Columbus OH 43215 Richard A Stoff President and CEO 6144691044 2017-05-10 true DIANE L BEAN P00104972 6142245678 24.208.142.47 31499120171355000001 2017-05-15 P 5073D10BBA43A955C51440E96BC9E2174E02D4C6 41A3B7DE49A4F54BD680A3328F76E16B33DF9A7B 2016 2021-01-29 14:40:06Z Richard A Stoff 41 S High Street Suite 2240 Columbus OH 43215 1545559 false X www.ohiobrt.com X 1992 OH TO IMPROVE THE OVERALL ECONOMIC CLIMATE AND GENERAL WELFARE OF THE STATE OF OHIO BY PROVIDING A NONPARTISAN FORUM FOR THE STATE OF OHIO'S BUSINESS LEADERSHIP 69 69 3 0 0 0 0 1569500 1522979 662 2580 402 20000 1570564 1545559 0 0 0 0 945565 754089 0 0 0 741382 772132 1686947 1526221 -116383 19338 103207 139168 0 16623 103207 122545 X TO IMPROVE THE OVERALL ECONOMIC CLIMATE AND GENERAL WELFARE OF THE STATE OF OHIO BY PROVIDING A NONPARTISAN FORUM FOR THE STATE'S BUSINESS LEADERSHIP TO HELP SOLVE COMPLEX PUBLIC POLICY ISSUES true false SUPPORT AND DEVELOPMENT FOR BRIGHT NEW LEADERS FOR OHIO SCHOOLS. BRIGHT IS A PROGRAM THAT PROVIDES AN ALTERNATIVE PATH FOR INDIVIDUALS TO RECEIVE TRAINING AND DEVELOPMENT IN THE ADMINISTRATION OF PRIMARY AND SECONDARY SCHOOL EDUCATION LEADERSHIP. THESE INDIVIDUALS WILL BE PLACED IN PUBLIC SCHOOLS WITH A POVERTY PERCENTAGE OF GREATER THAN FIFTY PERCENT. REVIEWED IMPACT THAT PROPOSED CHANGES TO STATE TAX POLICY WOULD HAVE ON THE STATE'S ECONOMY. ANALYZING OHIO'S ENERGY COMPETITIVENESS ADDRESSING ALL ASPECTS OF OIL, GAS AND ELECTRIC POWER. RESEARCH WILL RESULT IN A SERIOUS, FACT-BASED DIALOGUE THAT WILL HELP LEAD TO PROGRESS AND CHANGE, AND, ULTIMATELY, ECONOMIC GROWTH AND AN IMPROVED QUALITY OF LIFE. false false false true false false false false false true false false false false false false false false false false false false false false false false false false true false true false false false false false false false false false true true false false true 1 0 3 true false false false false false false X 69 69 false false false false true true true true true false false true true true true true true true true false X JACKIE SWICK 6144691044 41 S HIGH STREET SUITE 2240 COLUMBUS OH 43215 NICK AKINS MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 STEVE ALLEN MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 MIKE ANDERSON MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 GEORGE BARRETT MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 DAVID BLOM MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 WM BRIAN BURGETT MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 GREG CARMICHAEL MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 THOMAS CECCONI MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 RICK CHIRICOSTA MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 MARK CLEMENT MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 MICHAEL CONNELLY MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 WILLIAM CONSIDINE MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 MICHAEL DRAKE MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 DEAN ELLIS MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 ROB FALKENBERG MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 THOMAS FEENEY MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 DEBORAH FELDMAN MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 MICHAEL FISHER MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 LYLE GANSKE EXECUTIVE COMMITTEE 1.0 0.0 X 0 0 0 S KAY GEIGER MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 RUSS GERTMENIAN MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 JOE HAMROCK MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 JIM HENNING MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 ERIN HOEFLINGER MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 HIDENOBU IWATA MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 CHARLES JONES MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 MATT KRAMER MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 SUSAN KRIEGER MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 CARL LINDNER III MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 JOHN MCEWAN MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 MELISSA MILLER MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 BERNIE MORENO MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 PAMELA MORRIS MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 DENNIS NASH MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 SANTA ONO MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 BOB PATTERSON MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 MICHAEL PETRECCA MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 JOHN PROUT MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 STEVE RASMUSSEN MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 ALBERT RATNER MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 ED ROTH MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 ROBERT SCHOTTENSTEIN MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 ALEX SHUMATE MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 BARBARA SNYDER MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 RAJ SOIN EXECUTIVE COMMITTEE 1.0 0.0 X 0 0 0 JAMES STRUNTZ MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 ROBERT TANNOUS MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 KURT TUNNELL MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 GEORGE VINCENT MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 JEFF WADSWORTH MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 SCOTT WHITE MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 JOHN F WOLFE MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 TOM ZENTY MEMBER/DIRECTOR 0.0 0.0 X 0 0 0 JOHN F BARRETT EXECUTIVE COMMITTEE 1.0 0.0 X 0 0 0 CHRIS CONNOR EXECUTIVE COMMITTEE 1.0 0.0 X 0 0 0 DELOS M COSGROVE EXECUTIVE COMMITTEE 1.0 0.0 X 0 0 0 PHILLIP R COX EXECUTIVE COMMITTEE 1.0 0.0 X X 0 0 0 TANNY CRANE EXECUTIVE COMMITTEE 1.0 0.0 X X 0 0 0 SCOTT FARMER EXECUTIVE COMMITTEE 1.0 0.0 X 0 0 0 GARY HEMINGER CHAIRMAN 1.0 0.0 X 0 0 0 BETH MOONEY EXECUTIVE COMMITTEE 1.0 0.0 X 0 0 0 RICHARD SMUCKER EXECUTIVE COMMITTEE 1.0 0.0 X 0 0 0 STEPHEN D STEINOUR CO-VICE CHAIR, EXEC COMMITTEE 1.0 0.0 X 0 0 0 Albert P L Stroucken EXECUTIVE COMMITTEE 1.0 0.0 X 0 0 0 FRANK SULLIVAN EXECUTIVE COMMITTEE 1.0 0.0 X 0 0 0 MICHAEL THAMAN EXECUTIVE COMMITTEE 1.0 0.0 X X 0 0 0 WARD J TIMKEN JR EXECUTIVE COMMITTEE 1.0 0.0 X X 0 0 0 JOHN WARNER CO-VICE CHAIR, EXEC COMMITTEE 1.0 0.0 X 0 0 0 LESLIE H WEXNER EXECUTIVE COMMITTEE 1.0 0.0 X 0 0 0 RICHARD A STOFF PRESIDENT AND CEO 40.0 0.0 X 454323 0 46852 JACQUELINE M SWICK DIRECTOR OF OPERATIONS 40.0 0.0 X 123212 0 22421 577535 0 69273 2 false true false 0 0 0 0 Membership dues 900099 1522979 0 0 1522979 2580 0 0 0 0 0 0 0 0 0 REIMBURSEMENTS 900099 20000 20000 1545559 0 0 0 0 0 0 501175 0 178039 14847 31149 28879 0 0 39491 0 0 0 329638 0 80001 3559 0 169494 23996 0 119168 0 0 4231 2554 1526221 0 0 83112 89151 0 0 0 0 0 34153 0 0 0 0 0 0 0 0 264237 248373 20095 15864 0 0 0 0 0 0 0 0 0 0 103207 139168 0 0 0 0 0 0 0 0 0 0 0 0 0 16623 0 0 0 0 0 16623 X 103207 122545 0 0 0 0 103207 122545 103207 139168 19338 X X false true X true false false false false 1522979 380745 0 380745 380745 0 0 52673 52673 0 0 118236 102372 15864 0 93328 93238 0 15864 X true true X X X false false false RICHARD A STOFF PRESIDENT AND CEO 217500 0 36823 0 200000 0 26098 0 20754 0 501175 0 0 0 Schedule J, Part I, Line 1a - HEALTH OR SOCIAL CLUB DUES OBRT'S PRESIDENT HAS A MEMBERSHIP AT THE CAPITAL CLUB. THE CLUB IS USED ONLY FOR BUSINESS MEETINGS. OBRT PAYS THE MONTHLY DUES AND ALL MEETING EXPENSES. RICHARD A STOFF PRESIDENT AND CEO SEE SCH L, PART V X 34153 34153 false false false 34153 SCHEDULE L, PART II During 2016, the Corporation identified overpayments related to Healthcare benefits provided to the Corporations president. The Corporation recorded a receivable in the Statement of Assets, Liabilities, and Net Assets Arising from Cash Transactions for the amount of $34,153 which was subsequently reimbursed on March 21, 2017. FORM 990, PART III, LINE 2 DESCRIPTION OF NEW SERVICES OBRT BEGAN THE ENERGY COMPETITIVENESS INITIATIVE THAT IS DISCUSSED ON PART III, LINE 4C. FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE CORPORATION SHALL HAVE NOT MORE THAN ONE HUNDRED MEMBERS, EACH OF WHICH SHALL BE ELECTED TO MEMBERSHIP BY THE TRUSTEES UPON RECOMMENDATION OF THE PRESIDENT. TO BE ELIGIBLE FOR MEMBERSHIP IN THE CORPORATION, A BUSINESS ORGANIZATION MUST BE AN OHIO ENTERPRISE (AS HEREINAFTER DEFINED). A MEMBER SHALL CONTINUE AS SUCH UNTIL SUCH MEMBER WITHDRAWS BY WRITTEN NOTICE TO THE PRESIDENT OR UNTIL SUCH MEMBER IS TERMINATED BY ACTION OF THE TRUSTEES PURSUANT TO SECTION 2.04. AS USED HEREIN, THE TERM 'OHIO ENTERPRISE' SHALL MEAN EITHER AN OHIO-BASED BUSINESS ORGANIZATION WHICH HAS ANNUAL SALES OF AT LEAST ONE HUNDRED MILLION DOLLARS ($100,000,000) AND AT LEAST ONE THOUSAND (1,000) EMPLOYEES IN OHIO, OR A BUSINESS ORGANZATION (WHETHER OR NOT BASED IN OHIO) WHICH HAS INFLUENCE IN OHIO EQUIVALENT TO AN ORGANIZATION HAVING SUCH SALES AND EMPLOYEES. ANY DECISION BY THE PRESIDENT WITH RESPECT TO QUALIFICATION OF A BUSINESS ORGANIZATION AS AN OHIO ENTERPRISE SHALL BE FINAL, BUT EACH BUSINESS ORGANIZATION WHICH IS A MEMBER AS OF MARCH 1, 1995 SHALL BE CONCLUSIVELY DEEMED TO HAVE QUALIFIED AS AN OHIO ENTERPRISE AS OF THAT DATE. FORM 990, PART VI, LINES 7A & 7B CLASSES OF PERSONS AND THEIR RIGHTS CLASS A MEMBERS WITH VOTING RIGHTS ARE ASKED TO ELECT OFFICERS. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER AND AUTHORITY TO ELECT AND TERMINATE OR REMOVE TRUSTEES AND MEMBERS OF THE CORPORATION AND TO APPOINT MEMBERS OF, AND TO FILL VACANCIES IN, STANDING AND AD HOC COMMITTEES OF THE CORPORATION, INCLUDING, WITHOUT LIMITATION, THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL ALSO BE RESPONSIBLE FOR SCREENING, PRIORITIZING AND DETERMINING THOSE ISSUES WHICH SHOULD BE ADDRESSED BY THE CORPORATION, CREATING AND DISBANDING TASK FORCES TO DEAL WITH THOSE ISSUES, AND APPOINTING/REMOVING MEMBERS AND CHAIRMEN OF TASK FORCES, EACH OF WHICH CHAIRMEN SHALL HAVE THE POWER TO APPOINT AND REMOVE ADDITIONAL MEMBERS OF HIS OR HER TASK FORCE. THE CHAIRMAN OF THE CORPORATION SHALL BE THE CHAIRMAN OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, LINE 11B PROCESS USED TO REVIEW 990 THE 990 RETURN WAS REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. THE EXECUTIVE COMMITTEE IS THE GOVERNING BODY OF THE ORGANIZATION, PER THE CODE OF REGULATIONS. GROUP IS UNABLE TO MAKE A DETERMINATION. ONCE A DETERMINATION HAS BEEN MADE THE PROPER COURSE OF ACTION WILL BE TAKEN. FORM 990, PART VI, LINE 12C PROCESS TO MONITOR FOR CONFLICTS OF INTEREST A CONFLICT OF INTEREST POLICY WAS SENT TO EACH MEMBER OF THE CORPORATION. THEY WERE ASKED TO SEND A SIGNED DECLARATION OF INTEREST FORM BACK TO THE CORPORATION STATING THAT THEY READ, UNDERSTOOD AND AGREED TO FOLLOW THE POLICY. IF A CONFLICT ARISES, THE PRESIDENT AND CO-CHAIRS WILL REVIEW THE SITUATION. LEGAL COUNSEL WILL BE SOLICITED IN ANY CASE WHERE THE SMALL GROUP IS UNABLE TO MAKE A DETERMINATION. ONCE A DETERMINATION HAS BEEN MADE THE PROPER COURSE OF ACTION WILL BE TAKEN. FORM 990, PART VI, LINE 15A PROCESS FOR DETERMINING COMPENSATION FOR CEO THE CHAIRMAN CONDUCTS A PERFORMANCE EVALUATION OF THE PRESIDENT OF THE CORPORATION. BONUS AND/OR COMPENSATION ADJUSTMENTS ARE RECOMMENDED BY THE CHAIRMAN AND APPROVED BY THE MEMBERS OF THE EXECUTIVE COMMITTEE BEFORE BEING AWARDED. COMPENSATION IS BASED UPON INDUSTRY STANDARD SALARY LEVELS AND AN ANNUAL SURVEY CONDUCTED AMONG SIMILAR ORGANIZATIONS ACROSS THE COUNTRY. BASE SALARY FOR THE POSITION WAS EVALUATED IN 2000 BY TOWERS PERRIN; SINCE THEN THE PRESIDENT'S BASE SALARY HAS BEEN ADJUSTED TO COINCIDE WITH THE RANGE OF THE CPI. ALL COMPENSATION CHANGE INFORMATION IS DOCUMENTED AND IN THE CORPORATION'S FILES. FORM 990, PART VI, LINE 15B PROCESS FOR DETERMINING COMP OF OTHER EMPLOYEES THE PRESIDENT CONDUCTS A PERFORMANCE EVALUATION OF THE EMPLOYEES OF THE CORPORATION. BONUS AND/OR COMPENSATION ADJUSTMENTS ARE AWARDED BY THE PRESIDENT. COMPENSATION IS BASED ON INDUSTRY STANDARD SALARY LEVELS AND AN ANNUAL SURVEY CONDUCTED AMONG SIMILAR ORGANIZATIONS ACROSS THE COUNTRY. ALL COMPENSATION CHANGE INFORMATION IS DOCUMENTED AND IN THE CORPORATION'S FILES. FORM 990, PART VI, LINE 19 AVAILABILITY OF GOV DOCS, COI POLICY, & FIN STMTS ALL GOVERNING DOCUMENTS, TAX RETURNS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE FOR PUBLIC INSPECTION AT ANY TIME. FORM 990, PART XII, LINE 1 ACCOUNTING METHOD USED TO PREPARE 990 THE ORGANIZATION'S POLICY IS TO PREPARE ITS FINANCIAL STATEMENTS ON A MODIFIED CASH BASIS THAT INCLUDES RECORDING OF DEPRECIATION AND AMORTIZATION ON LONG-LIVED ASSETS, LIABILITIES FOR THE ACQUISITION OF LONG-LIVED ASSETS, PAYROLL WITHHOLDING AND ACCRUALS OF PAYROLL TAXES, AND INCOME TAXES PAYABLE. UNDER THIS BASIS, REVENUE IS GENERALLY RECOGNIZED WHEN PAID RATHER THAN WHEN THE RELATED LIABILITY IS INCURRED. EXPENSES, OTHER THAN THOSE MENTIONED ABOVE, ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS. IF AN EXPENDITURE RESULTS IN THE ACQUISITION OF AN ASSET HAVING AN ESTIMATED USEFUL LIFE WHICH EXTENDS SUBSTANTIALLY BEYOND THE YEAR OF ACQUISITION, THE EXPENDITURE IS CAPITALIZED AND DEPRECIATED OR AMORTIZED OVER THE ESTIMATED USEFUL LIFE OF THE ASSET. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:329638 HEALTH IS EVERYBODY'S BUSINESS INC 41 S HIGH STREET SUITE 2240 COLUMBUS OH 43215 510671319 HC REFORM OH 501(c)(3) 11a OBRT true false false false false false false false false false false false false false false false false false false false