OHIO BUSINESS ROUNDTABLE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OHIO BUSINESS ROUNDTABLE (EIN 31-1359114)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202523149349301892
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T09:51:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4449 EASTON WAY SUITE 400 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311359114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO BUSINESS ROUNDTABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHIO | BusinessNameControlTxt |
| Phone | 6144691044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 SOUTH HIGH STREET 2240 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK J TIBERI | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6144691044 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE E PFEIFER | PreparerPersonNm |
| PTIN | P00014949 | PTIN |
| Phone | 6148852208 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICK J TIBERI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 SOUTH HIGH STREET 2240 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,574,707 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | HTTPS://WWW.OHIOBRT.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO HARNESS THE COLLECTIVE EXPERTISE OF OHIO'S CEOS TO ADVOCATE FOR POLICIES THAT IMPROVE OHIO'S ECONOMIC COMPETITIVENESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 120 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 120 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $500,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $175,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,028,871 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,116,025 | CYProgramServiceRevenueAmt |
| PY Investment Income | $47,057 | PYInvestmentIncomeAmt |
| CY Investment Income | $235,953 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,575,928 | PYTotalRevenueAmt |
| CY Total Revenue | $4,526,978 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,053 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,871 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,425,507 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,507,012 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $856,518 | PYOtherExpensesAmt |
| CY Other Expenses | $918,322 | CYOtherExpensesAmt |
| PY Total Expenses | $3,299,078 | PYTotalExpensesAmt |
| CY Total Expenses | $3,439,205 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $276,850 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,087,773 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,562,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,600,428 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,562,096 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,600,428 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO HARNESS THE COLLECTIVE EXPERTISE OF OHIO'S CEOS TO ADVOCATE FOR POLICIES THAT IMPROVE OHIO'S ECONOMIC COMPETITIVENESS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | WORKING WITH THE OHIO GOVERNOR AND LEGISLATURE TO EDUCATE ON BEHALF OF OHIO'S BUSINESS COMMUNITY AND TO SUPPORT PUBLIC POLICY THAT IMPROVES OHIO'S BUSINESS CLIMATE AND JOB GROWTH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROWING OUR MEMBERSHIP AND HOLDING MEMBERSHIP EVENTS TO MORE EFFECTIVELY CONNECT AND ENGAGE OHIO'S MAJOR EMPLOYERS, PROVIDING THEM OPPORTUNITIES TO DEMONSTRATE THOUGHT LEADERSHIP AND SHARE BEST PRACTICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCHING, SUPPORTING AND ADVOCATING FOR PUBLIC AND PRIVATE INITIATIVES THAT ADDRESS ECONOMIC COMPETITIVENESS AND WORKFORCE DEVELOPMENT IN OHIO. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 120 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 120 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTEN FRISSORA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6144691044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 SOUTH HIGH STREET 2240 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (137 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ADAM JOHNSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AIRICA STEED | |||||||
| TRUSTEE (UNTIL AUGUST 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEX JOHNSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEX WRIGHT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY SPILLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDRES LOPEZ | |||||||
| TRUSTEE (UNTIL MAY 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDY ROSE | |||||||
| TRUSTEE (UNTIL NOVEMBER 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA PHILLIPS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARTURO POLIZZI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BAIJU SHAH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN FOWKE | |||||||
| TRUSTEE (MARCH- JULY 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL FEHRMAN | |||||||
| TRUSTEE (SINCE AUGUST 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB NELSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB SCHOTTENSTEIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB TANNOUS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD THRESS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRETT BURGETT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRETT ROUBINEK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN CHAMBERS | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN TIERNEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYAN STEWART | |||||||
| TRUSTEE (SINCE JULY 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL LINDNER III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHY STRAUSS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS GORMAN | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS RAMMEL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS VINCZE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISSY HAND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE ALEXANDER-RAGER | |||||||
| TRUSTEE (SINCE AUGUST 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER GESSNER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAUDIO INGARAMO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLIFF MEGERIAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CORRINE BURGER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CURT MORGAN | |||||||
| TRUSTEE (SINCE OCTOBER 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID CIESINSKI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH FELDMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS J SIBILA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EMMET OGARA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERHARDT PREITAUER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC KALER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK SULLIVAN | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY COOPER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY LINDGREN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GINA BOSWELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GORDON HARDIE | |||||||
| TRUSTEE (SINCE MAY 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG CRAWFORD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| H LAWRENCE CULP JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARDY MURCHISON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER BRILLIANT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JP NAUSEEF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE GROTE ABELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE PETERSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANICA PIERCE TUCKER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON HOLLAR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF SWARTZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY WODA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM BURKE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM EVERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM FLYNN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM HAGEDORN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM SMITH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BARRETT | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN DANIS | |||||||
| TRUSTEE (SINCE AUGUST 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN J WARNER MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SAADA JR | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN WARNER | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JON MOELLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH HAYEK | |||||||
| TRUSTEE (SINCE NOVEMBER 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE SLOAT | |||||||
| EXECUTIVE COMMITTEE (UNTIL FEBRUARY 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KARA TROTT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN OAKS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN ZAGZEBSKI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNY MCDONALD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM ZAVISLAK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIRK TANNER | |||||||
| TRUSTEE (SINCE FEBRUARY 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIRT WALKER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KURT LEWIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEIGH FOX | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA INGRAM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK JOHNSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK SMUCKER | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY AUCH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARYANN MANNEN | |||||||
| EXECUTIVE COMMITTEE (SINCE AUGUST 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL GENTRY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MARTZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL RIORDAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE AVOTINS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE HENNIGAN | |||||||
| EXECUTIVE COMMITTEE (UNTIL JULY 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY KOCOUR BOYLE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEVILLE PINTO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NIC BARLAGE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| OLE ROSGAARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL JUDGE | |||||||
| TRUSTEE (SINCE OCT 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL SCHMIDT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULA OREILLY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RALPH ANDRETTA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAM RAJADHYAKSHA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RENEE CACCHILLO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICH JOHNSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK HAINES | |||||||
| TRUSTEE (UNTIL JUNE 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK MALIR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB CONNELLY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB MULLEN | |||||||
| TRUSTEE (SINCE JULY 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C SMITH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HEIDORN | |||||||
| TRUSTEE (SINCE MARCH 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RODNEY ROGERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT BARBOUR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT WHITE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAWN RILEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE DAVIS MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE GLASS | |||||||
| TRUSTEE (UNTIL NOVEMBER 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE JOHNSTON | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE MARKOVICH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE STEINOUR | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN HEDLUND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TANNY CRANE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM ROBINSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM SPENCE | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM TEHAN | |||||||
| TRUSTEE (UNTIL JULY 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM WILSON | |||||||
| TRUSTEE (SINCE AUGUST 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TJ OBROKTA JR | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD PENEGOR | |||||||
| TRUSTEE (UNTIL FEBRUARY 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD SCHNEIDER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM MIHALJEVIC | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM WELSH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY HELTON | |||||||
| TRUSTEE (SINCE NOVEMBER 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACI MARTINEZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCE PARISI | |||||||
| TRUSTEE (UNTIL MARCH 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VISHAL SOIN | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WALTER TED CARTER JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM EBBING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ZACK GHARIB | |||||||
| TRUSTEE (SINCE APRIL 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK J TIBERI | |||||||
| PRESIDENT AND CEO | 40.00 | $1,035,768 | $0 | $56,769 | Yes (X) | ||
| KRISTEN S FRISSORA | |||||||
| EVP AND SECRETARY/TREASURER | 40.00 | $271,179 | $0 | $27,335 | Yes (X) | ||
| MICHAEL D MCLEAN | |||||||
| EXECUTIVE DIRECTOR, OHIO GRANTS ALLIANCE | 40.00 | $177,333 | $0 | $31,796 | Yes (X) | ||
| ALEXANDRA DENNEY | |||||||
| VP OF GOV'T RELATIONS & COMMS. | 40.00 | $125,629 | $0 | $12,243 | Yes (X) | ||
| NANCY L SHAVER | |||||||
| DIR. OF OPERATIONS | 40.00 | $125,583 | $0 | $13,308 | Yes (X) | ||
| NICOLE COOPER | |||||||
| VP OF BUS. ENGAGEMENT AND EXTERNAL AFFAIRS | 40.00 | $117,083 | $0 | $24,127 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,852,575 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $165,578 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FORBES TATE PARTNERS LLC | |||||
| 777 6TH STREET NWW 8TH FLOOR | WASHINGTON | DC | 20001 | CONSULTING | $144,000 |
| HUNTINGTON CENTER OWNER LLC | |||||
| PO BOX 780706 | PHILADELPHIA | PA | 191780706 | RENT | $141,605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $175,000 | AllOtherContributionsAmt |
| Total Contributions | $175,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP INCOME | 900099 | $3,955,925 | $3,955,925 |
| CEO SUMMIT | 900099 | $160,100 | $160,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,116,025 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $235,953 | TotalRevenueColumnAmt |
| Exclusion | $235,953 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,729 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,729 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,526,978 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,116,025 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $235,953 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,871 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,391,050 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,132 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,075 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,865 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,890 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,111 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,918 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,173 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,460 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,787 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,347 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,200 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,861 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,727 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| OTHER | $56,580 |
| MEMBERSHIP DUES | $30,108 |
| PARKING | $26,837 |
| SUPPLIES AND EQUIPMENT | $13,014 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,957 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,439,205 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $723,784 | BOYAmt |
| EOY | $439,894 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,755,145 | BOYAmt |
| EOY | $4,107,228 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $388,487 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $335,181 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,167 | BOYAmt |
| EOY | $53,306 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,562,096 | BOYAmt |
| EOY | $4,600,428 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,043,702 | BOYAmt |
| EOY | $4,425,691 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,394 | BOYAmt |
| EOY | $174,737 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,562,096 | BOYAmt |
| EOY | $4,600,428 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,562,096 | BOYAmt |
| EOY | $4,600,428 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,087,773 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$49,441 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Expended527 Activities | $0 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $0 | InternalFundsContributedAmt |
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $3,955,925 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $345,388 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $345,388 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $791,185 | AggregateReportedDuesNtcAmt |
| Taxable | -$445,797 | TaxableAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ENDORSES CANDIDATES FOR OFFICE. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $111,902 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,721 | DepreciationAmt |
| Book Value | $52,181 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $276,585 | OtherCostOrOtherBasisAmt |
| Depreciation | $275,460 | DepreciationAmt |
| Book Value | $1,125 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $53,306 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $4,525,266 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$49,441 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$49,441 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,574,707 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$47,729 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$47,729 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,526,978 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,486,934 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $47,729 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $47,729 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,439,205 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,439,205 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -47,729. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 47,729. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| COUNCIL OF STATE GOVERNMENTS | ||||||||
| 1776 AVENUE OF THE STATES | LEXINGTON | KY | 40511 | 366000818 | 501(C)(3) | $5,000 | $0 | EVENT SPONSORSHIP |
| OHIO STATE UNIVERSITY FOUNDATION | ||||||||
| 14 E 15TH AVE 4TH FLOOR | COLUMBUS | OH | 43201 | 311145986 | 501(C)(3) | $5,000 | $0 | EVENT SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICK J TIBERI | ||||||||||||||
| PRESIDENT AND CEO | $765,768 | $0 | $270,000 | $0 | $0 | $0 | $41,400 | $0 | $15,369 | $0 | $1,092,537 | $0 | $0 | $0 |
| KRISTEN S FRISSORA | ||||||||||||||
| EVP AND SECRETARY/TREASURER | $201,179 | $0 | $70,000 | $0 | $0 | $0 | $24,142 | $0 | $3,193 | $0 | $298,514 | $0 | $0 | $0 |
| MICHAEL D MCLEAN | ||||||||||||||
| EXECUTIVE DIRECTOR, OHIO GRANTS ALLI | $142,333 | $0 | $35,000 | $0 | $0 | $0 | $17,080 | $0 | $14,716 | $0 | $209,129 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | OBRT'S PRESIDENT HAS A MEMBERSHIP AT THE COLUMBUS CLUB. THE CLUB IS USED ONLY FOR BUSINESS MEETINGS. OBRT PAYS THE MONTHLY DUES AND ALL MEETING EXPENSES. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK J TIBERI | PersonNm |
| Relationship With Org | PRESIDENT & CEO | RelationshipWithOrgTxt |
| Loan Purpose | SPLIT DOLLAR LIFE INSURANCE PLAN | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $10,000 | OriginalPrincipalAmt |
| Balance Due | $390,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $390,000 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 1 | FormAndLineReferenceDesc |
| Explanation | AS PART OF A SPLIT DOLLAR LIFE INSURANCE POLICY FOR THE BENEFIT OF PATRICK J. TIBERI, PATRICK WILL OWE THE ORGANIZATION THE AMOUNT OF PREMIUMS PAID ON HIS BEHALF IF HE TERMINATES THE POLICY, OR THE AMOUNTS WILL BE PAID OUT OF THE LIFE INSURANCE BENEFIT. SINCE THE FINANCIAL STATEMENTS ARE ON A MODIFIED CASH BASIS OF ACCOUNTING, THIS RECEIVABLE IS NOT ON THE BALANCE SHEET. AS OF 12/31/24, THE BALANCE DUE IS $390,000. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION SHALL HAVE 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. 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. THE TERM "OHIO ENTERPRISE" SHALL MEAN EITHER AN OHIO-BASED BUSINESS ORGANIZATION WHETHER PROFIT OR NONPROFIT, WHICH HAS ANNUAL REVENUES OF AT LEAST ONE HUNDRED MILLION DOLLARS ($100,000,000) OR AT LEAST ONE THOUSAND (1,000) EMPLOYEES IN OHIO, OR A BUSINESS ORGANIZATION (WHETHER FOR PROFIT OR NONPROFIT AND WHETHER OR NOT BASED IN OHIO) WHICH HAS INFLUENCE IN OHIO EQUIVALENT TO AN ORGANIZATION HAVING SUCH SALES AND EMPLOYEES OR A BUSINESS ORGANIZATION WHETHER PROFIT OR NONPROFOIT, RECOMMENDED BY THE PRESIDENT AND APPROVED BY THE TRUSTEES. 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 OCTOBER 17, 2019 SHALL BE CONCLUSIVELY DEEMED TO HAVE QUALIFIED AS AN OHIO ENTERPRISE AS OF THAT DATE. |
| FORM 990, PART VI, SECTION A, LINE 7A | CLASS A MEMBERS WITH VOTING RIGHTS ARE ASKED TO ELECT OFFICERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | 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 THE 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, SECTION B, LINE 11B | 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. |
| FORM 990, PART VI, SECTION B, LINE 12C | 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 CHAIRMAN 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, SECTION B, LINE 15 | 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. ALL COMPENSATION CHANGE INFORMATION IS DOCUMENTED AND IN THE CORPORATION'S FILES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES AVAILABLE ALL DOCUMENTS REQUIRED BY LAW. |
| FORM 990, PART XII, LINE 1: | THE ORGANIZATION USES A MODIFIED CASH BASIS METHOD OF ACCOUNTING. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HEALTH IS EVERYBODY'S BUSINESS INC | ||||||||||
| 41 S HIGH STREET SUITE 2240 | COLUMBUS | OH | 43215 | 510671319 | HEALTH CARE REFORM | OH | 501(C)(3) | LINE 12A, I | OBRT | Yes (1) |
| OHIO BUSINESS ALLIANCE FOR HIGHER EDUCATION AND THE ECONOMY | ||||||||||
| 41 S HIGH STREET SUITE 2240 | COLUMBUS | OH | 43215 | 203642989 | HIGHER EDUCATION | OH | 501(C)(3) | LINE 7 | ORBT | Yes (1) |
| OHIO DEVELOPMENT FOUNDATION | ||||||||||
| 41 S HIGH STREET SUITE 2240 | COLUMBUS | OH | 43215 | 922620881 | ECONOMIC DEVELOPMENT | OH | 501(C)(3) | LINE 7 | ORBT | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |