2025-11-10T09:51:01-06:00 2024-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2024-01-01 311359114 OHIO BUSINESS ROUNDTABLE OHIO 6144691044 41 SOUTH HIGH STREET 2240 COLUMBUS OH 43215 PATRICK J TIBERI PRESIDENT & CEO 6144691044 2025-11-10 1 1 JANE E PFEIFER P00014949 6148852208 2025-11-10 2024 2025-03-06 01:10:19Z PATRICK J TIBERI 41 SOUTH HIGH STREET 2240 COLUMBUS OH 43215 4574707 0 X HTTPS://WWW.OHIOBRT.COM X 1992 OH TO HARNESS THE COLLECTIVE EXPERTISE OF OHIO'S CEOS TO ADVOCATE FOR POLICIES THAT IMPROVE OHIO'S ECONOMIC COMPETITIVENESS. 120 120 9 120 0 0 500000 175000 3028871 4116025 47057 235953 0 0 3575928 4526978 17053 13871 0 0 2425507 2507012 0 0 0 856518 918322 3299078 3439205 276850 1087773 3562096 4600428 0 0 3562096 4600428 TO HARNESS THE COLLECTIVE EXPERTISE OF OHIO'S CEOS TO ADVOCATE FOR POLICIES THAT IMPROVE OHIO'S ECONOMIC COMPETITIVENESS. 0 0 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. 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. RESEARCHING, SUPPORTING AND ADVOCATING FOR PUBLIC AND PRIVATE INITIATIVES THAT ADDRESS ECONOMIC COMPETITIVENESS AND WORKFORCE DEVELOPMENT IN OHIO. 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 10 0 1 9 1 0 0 0 0 1 1 0 1 0 X 120 120 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X KRISTEN FRISSORA 6144691044 41 SOUTH HIGH STREET 2240 COLUMBUS OH 43215 ADAM JOHNSON TRUSTEE 1.00 X 0 0 0 AIRICA STEED TRUSTEE (UNTIL AUGUST 2024) 1.00 X 0 0 0 ALEX JOHNSON TRUSTEE 1.00 X 0 0 0 ALEX WRIGHT TRUSTEE 1.00 X 0 0 0 AMY SPILLER TRUSTEE 1.00 X 0 0 0 ANDRES LOPEZ TRUSTEE (UNTIL MAY 2024) 1.00 X 0 0 0 ANDY ROSE TRUSTEE (UNTIL NOVEMBER 2024) 1.00 X 0 0 0 ANGELA PHILLIPS TRUSTEE 1.00 X 0 0 0 ARTURO POLIZZI TRUSTEE 1.00 X 0 0 0 BAIJU SHAH TRUSTEE 1.00 X 0 0 0 BEN FOWKE TRUSTEE (MARCH- JULY 2024) 1.00 X 0 0 0 BILL FEHRMAN TRUSTEE (SINCE AUGUST 2024) 1.00 X 0 0 0 BOB NELSON TRUSTEE 1.00 X 0 0 0 BOB SCHOTTENSTEIN TRUSTEE 1.00 X 0 0 0 BOB TANNOUS TRUSTEE 1.00 X 0 0 0 BRAD THRESS TRUSTEE 1.00 X 0 0 0 BRETT BURGETT TRUSTEE 1.00 X 0 0 0 BRETT ROUBINEK TRUSTEE 1.00 X 0 0 0 BRIAN CHAMBERS EXECUTIVE COMMITTEE 1.00 X 0 0 0 BRIAN TIERNEY TRUSTEE 1.00 X 0 0 0 BRYAN STEWART TRUSTEE (SINCE JULY 2024) 1.00 X 0 0 0 CARL LINDNER III TRUSTEE 1.00 X 0 0 0 CATHY STRAUSS TRUSTEE 1.00 X 0 0 0 CHRIS GORMAN CHAIRMAN 1.00 X 0 0 0 CHRIS RAMMEL TRUSTEE 1.00 X 0 0 0 CHRIS VINCZE TRUSTEE 1.00 X 0 0 0 CHRISSY HAND TRUSTEE 1.00 X 0 0 0 CHRISTINE ALEXANDER-RAGER TRUSTEE (SINCE AUGUST 2024) 1.00 X 0 0 0 CHRISTOPHER GESSNER TRUSTEE 1.00 X 0 0 0 CLAUDIO INGARAMO TRUSTEE 1.00 X 0 0 0 CLIFF MEGERIAN TRUSTEE 1.00 X 0 0 0 CORRINE BURGER TRUSTEE 1.00 X 0 0 0 CURT MORGAN TRUSTEE (SINCE OCTOBER 2024) 1.00 X 0 0 0 DAVID CIESINSKI TRUSTEE 1.00 X 0 0 0 DEBORAH FELDMAN TRUSTEE 1.00 X 0 0 0 DOUGLAS J SIBILA TRUSTEE 1.00 X 0 0 0 EMMET OGARA TRUSTEE 1.00 X 0 0 0 ERHARDT PREITAUER TRUSTEE 1.00 X 0 0 0 ERIC KALER TRUSTEE 1.00 X 0 0 0 FRANK SULLIVAN EXECUTIVE COMMITTEE 1.00 X 0 0 0 GARY COOPER TRUSTEE 1.00 X 0 0 0 GARY LINDGREN TRUSTEE 1.00 X 0 0 0 GINA BOSWELL TRUSTEE 1.00 X 0 0 0 GORDON HARDIE TRUSTEE (SINCE MAY 2024) 1.00 X 0 0 0 GREG CRAWFORD TRUSTEE 1.00 X 0 0 0 H LAWRENCE CULP JR TRUSTEE 1.00 X 0 0 0 HARDY MURCHISON TRUSTEE 1.00 X 0 0 0 HEATHER BRILLIANT TRUSTEE 1.00 X 0 0 0 JP NAUSEEF TRUSTEE 1.00 X 0 0 0 JANE GROTE ABELL TRUSTEE 1.00 X 0 0 0 JANE PETERSON TRUSTEE 1.00 X 0 0 0 JANICA PIERCE TUCKER TRUSTEE 1.00 X 0 0 0 JASON HOLLAR TRUSTEE 1.00 X 0 0 0 JEFF SWARTZ TRUSTEE 1.00 X 0 0 0 JEFFREY WODA TRUSTEE 1.00 X 0 0 0 JIM BURKE TRUSTEE 1.00 X 0 0 0 JIM EVERS TRUSTEE 1.00 X 0 0 0 JIM FLYNN TRUSTEE 1.00 X 0 0 0 JIM HAGEDORN TRUSTEE 1.00 X 0 0 0 JIM SMITH TRUSTEE 1.00 X 0 0 0 JOHN BARRETT EXECUTIVE COMMITTEE 1.00 X 0 0 0 JOHN DANIS TRUSTEE (SINCE AUGUST 2024) 1.00 X 0 0 0 JOHN J WARNER MD TRUSTEE 1.00 X 0 0 0 JOHN SAADA JR EXECUTIVE COMMITTEE 1.00 X 0 0 0 JOHN WARNER EXECUTIVE COMMITTEE 1.00 X 0 0 0 JON MOELLER TRUSTEE 1.00 X 0 0 0 JOSEPH HAYEK TRUSTEE (SINCE NOVEMBER 2024) 1.00 X 0 0 0 JULIE SLOAT EXECUTIVE COMMITTEE (UNTIL FEBRUARY 2024) 1.00 X 0 0 0 KARA TROTT TRUSTEE 1.00 X 0 0 0 KEN OAKS TRUSTEE 1.00 X 0 0 0 KEN ZAGZEBSKI TRUSTEE 1.00 X 0 0 0 KENNY MCDONALD TRUSTEE 1.00 X 0 0 0 KIM ZAVISLAK TRUSTEE 1.00 X 0 0 0 KIRK TANNER TRUSTEE (SINCE FEBRUARY 2024) 1.00 X 0 0 0 KIRT WALKER TRUSTEE 1.00 X 0 0 0 KURT LEWIS TRUSTEE 1.00 X 0 0 0 LEIGH FOX TRUSTEE 1.00 X 0 0 0 LISA INGRAM TRUSTEE 1.00 X 0 0 0 MARK JOHNSON TRUSTEE 1.00 X 0 0 0 MARK SMUCKER VICE CHAIRMAN 1.00 X 0 0 0 MARY AUCH TRUSTEE 1.00 X 0 0 0 MARYANN MANNEN EXECUTIVE COMMITTEE (SINCE AUGUST 2024) 1.00 X 0 0 0 MICHAEL GENTRY TRUSTEE 1.00 X 0 0 0 MICHAEL MARTZ TRUSTEE 1.00 X 0 0 0 MICHAEL RIORDAN TRUSTEE 1.00 X 0 0 0 MIKE AVOTINS TRUSTEE 1.00 X 0 0 0 MIKE HENNIGAN EXECUTIVE COMMITTEE (UNTIL JULY 2024) 1.00 X 0 0 0 MOLLY KOCOUR BOYLE TRUSTEE 1.00 X 0 0 0 NEVILLE PINTO TRUSTEE 1.00 X 0 0 0 NIC BARLAGE TRUSTEE 1.00 X 0 0 0 OLE ROSGAARD TRUSTEE 1.00 X 0 0 0 PAUL JUDGE TRUSTEE (SINCE OCT 2024) 1.00 X 0 0 0 PAUL SCHMIDT TRUSTEE 1.00 X 0 0 0 PAULA OREILLY TRUSTEE 1.00 X 0 0 0 RALPH ANDRETTA TRUSTEE 1.00 X 0 0 0 RAM RAJADHYAKSHA TRUSTEE 1.00 X 0 0 0 RENEE CACCHILLO TRUSTEE 1.00 X 0 0 0 RICH JOHNSON TRUSTEE 1.00 X 0 0 0 RICK HAINES TRUSTEE (UNTIL JUNE 2024) 1.00 X 0 0 0 RICK MALIR TRUSTEE 1.00 X 0 0 0 ROB CONNELLY TRUSTEE 1.00 X 0 0 0 ROB MULLEN TRUSTEE (SINCE JULY 2024) 1.00 X 0 0 0 ROBERT C SMITH TRUSTEE 1.00 X 0 0 0 ROBERT HEIDORN TRUSTEE (SINCE MARCH 2024) 1.00 X 0 0 0 RODNEY ROGERS TRUSTEE 1.00 X 0 0 0 SCOTT BARBOUR TRUSTEE 1.00 X 0 0 0 SCOTT WHITE TRUSTEE 1.00 X 0 0 0 SHAWN RILEY TRUSTEE 1.00 X 0 0 0 STEVE DAVIS MD TRUSTEE 1.00 X 0 0 0 STEVE GLASS TRUSTEE (UNTIL NOVEMBER 2024) 1.00 X 0 0 0 STEVE JOHNSTON EXECUTIVE COMMITTEE 1.00 X 0 0 0 STEVE MARKOVICH TRUSTEE 1.00 X 0 0 0 STEVE STEINOUR EXECUTIVE COMMITTEE 1.00 X 0 0 0 STEVEN HEDLUND TRUSTEE 1.00 X 0 0 0 TANNY CRANE TRUSTEE 1.00 X 0 0 0 TIM ROBINSON TRUSTEE 1.00 X 0 0 0 TIM SPENCE EXECUTIVE COMMITTEE 1.00 X 0 0 0 TIM TEHAN TRUSTEE (UNTIL JULY 2024) 1.00 X 0 0 0 TIM WILSON TRUSTEE (SINCE AUGUST 2024) 1.00 X 0 0 0 TJ OBROKTA JR EXECUTIVE COMMITTEE 1.00 X 0 0 0 TODD PENEGOR TRUSTEE (UNTIL FEBRUARY 2024) 1.00 X 0 0 0 TODD SCHNEIDER TRUSTEE 1.00 X 0 0 0 TOM MIHALJEVIC TRUSTEE 1.00 X 0 0 0 TOM WELSH TRUSTEE 1.00 X 0 0 0 TONY HELTON TRUSTEE (SINCE NOVEMBER 2024) 1.00 X 0 0 0 TRACI MARTINEZ TRUSTEE 1.00 X 0 0 0 VINCE PARISI TRUSTEE (UNTIL MARCH 2024) 1.00 X 0 0 0 VISHAL SOIN EXECUTIVE COMMITTEE 1.00 X 0 0 0 WALTER TED CARTER JR TRUSTEE 1.00 X 0 0 0 WILLIAM EBBING TRUSTEE 1.00 X 0 0 0 ZACK GHARIB TRUSTEE (SINCE APRIL 2024) 1.00 X 0 0 0 PATRICK J TIBERI PRESIDENT AND CEO 40.00 X 1035768 0 56769 KRISTEN S FRISSORA EVP AND SECRETARY/TREASURER 40.00 X 271179 0 27335 MICHAEL D MCLEAN EXECUTIVE DIRECTOR, OHIO GRANTS ALLIANCE 40.00 X 177333 0 31796 ALEXANDRA DENNEY VP OF GOV'T RELATIONS & COMMS. 40.00 X 125629 0 12243 NANCY L SHAVER DIR. OF OPERATIONS 40.00 X 125583 0 13308 NICOLE COOPER VP OF BUS. ENGAGEMENT AND EXTERNAL AFFAIRS 40.00 X 117083 0 24127 1852575 0 165578 6 0 1 0 FORBES TATE PARTNERS LLC 777 6TH STREET NWW 8TH FLOOR WASHINGTON DC 20001 CONSULTING 144000 HUNTINGTON CENTER OWNER LLC PO BOX 780706 PHILADELPHIA PA 191780706 RENT 141605 2 175000 175000 MEMBERSHIP INCOME 900099 3955925 3955925 CEO SUMMIT 900099 160100 160100 4116025 235953 235953 47729 47729 0 0 4526978 4116025 0 235953 13871 1391050 793132 154075 67865 100890 71111 261918 242 13173 55460 89787 13347 226200 29861 5727 OTHER 56580 MEMBERSHIP DUES 30108 PARKING 26837 SUPPLIES AND EQUIPMENT 13014 24957 3439205 723784 439894 2755145 4107228 0 388487 335181 83167 53306 3562096 4600428 0 0 X 3043702 4425691 518394 174737 3562096 4600428 3562096 4600428 1087773 -49441 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 3955925 345388 345388 791185 -445797 PART I-A, LINE 1: THE ORGANIZATION ENDORSES CANDIDATES FOR OFFICE. 111902 59721 52181 276585 275460 1125 53306 4525266 -49441 -49441 4574707 -47729 -47729 4526978 3486934 47729 47729 3439205 0 3439205 PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -47,729. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 47,729. 0 COUNCIL OF STATE GOVERNMENTS 1776 AVENUE OF THE STATES LEXINGTON KY 40511 366000818 501(C)(3) 5000 0 EVENT SPONSORSHIP OHIO STATE UNIVERSITY FOUNDATION 14 E 15TH AVE 4TH FLOOR COLUMBUS OH 43201 311145986 501(C)(3) 5000 0 EVENT SPONSORSHIP 2 0 X 1 1 X X X 0 0 0 PATRICK J TIBERI PRESIDENT AND CEO 765768 0 270000 0 0 0 41400 0 15369 0 1092537 0 0 0 KRISTEN S FRISSORA EVP AND SECRETARY/TREASURER 201179 0 70000 0 0 0 24142 0 3193 0 298514 0 0 0 MICHAEL D MCLEAN EXECUTIVE DIRECTOR, OHIO GRANTS ALLI 142333 0 35000 0 0 0 17080 0 14716 0 209129 0 0 0 PART I, LINE 1A 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. PATRICK J TIBERI PRESIDENT & CEO SPLIT DOLLAR LIFE INSURANCE PLAN X 10000 390000 0 1 1 390000 PART II, LINE 1 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. 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. 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 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 1 OHIO DEVELOPMENT FOUNDATION 41 S HIGH STREET SUITE 2240 COLUMBUS OH 43215 922620881 ECONOMIC DEVELOPMENT OH 501(C)(3) LINE 7 ORBT 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0