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OHIO BUSINESS ROUNDTABLE: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
OHIO BUSINESS ROUNDTABLE (EIN 31-1359114)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-10
IRS object ID
201311309349300006
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-10T07:38:37-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11100 HUNTINGTON CTR 41 S HIGH STAddressLine1
CityCOLUMBUSCity
StateOHState
ZIP Code43215ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN311359114EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1OHIO BUSINESS ROUNDTABLEBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% JACKIE SWICKInCareOfName
Name ControlOHIONameControl
Phone6144691044Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line141 South High StreetAddressLine1
Address Line2Suite 2240AddressLine2
CityColumbusCity
StateOHState
ZIP Code43215ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRICHARD A STOFFName
TitlePRESIDENT AND CEOTitle
Phone6144691044Phone
Date Signed2013-05-08DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone6142245678Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRichard A StoffNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line141 S High Street Suite 2240AddressLine1
CityColumbusCity
StateOHState
ZIP Code43215ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1685925GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.ohiobrt.comWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1992YearFormation
State Legal DomicileOHStateLegalDomicile
Activity Or Mission DescriptionTO 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 ISSUESActivityOrMissionDescription
Nbr Voting Members Governing Body68NbrVotingMembersGoverningBody
Nbr Independent Voting Members66NbrIndependentVotingMembers
Total Nbr Employees5TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year522500ContributionsGrantsPriorYear
Contributions Grants Current Year200000ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1146475ProgramServiceRevenuePriorYear
Program Service Revenue CY1485750ProgramServiceRevenueCY
Investment Income Prior Year205InvestmentIncomePriorYear
Investment Income Current Year175InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year1669180TotalRevenuePriorYear
Total Revenue Current Year1685925TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1500GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year748821SalariesEtcPriorYear
Salaries Etc Current Year736696SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year887477OtherExpensePriorYear
Other Expenses Current Year942807OtherExpensesCurrentYear
Total Expenses Prior Year1636298TotalExpensesPriorYear
Total Expenses Current Year1681003TotalExpensesCurrentYear
Revenues Less Expenses Prior Year32882RevenuesLessExpensesPriorYear
Revenues Less Expenses CY4922RevenuesLessExpensesCY
Total Assets BOY187649TotalAssetsBOY
Total Assets EOY192571TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY187649NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY192571NetAssetsOrFundBalancesEOY
Mission DescriptionTO 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 ISSUESMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
DescriptionK-12 EDUCATION REFORM - CONTINUED WORK ON EARLY LEARNING BASED ON THE IMPORTANCE OF EARLY CHILDHOOD DEVELOPMENT AS KEY TO FUTURE SUCCESS. CONTINUED TO SUPPORT AND ADVOCATE ACCESS TO HIGHER EDUCATION.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionADVOCACY WORK AND CONTINUED ON-GOING RESEARCH INTO SOUND BUDGET STRATEGIES AND OPPORTUNITIES FOR IMPLEMENTATION OF EDUCATION IMPROVEMENT INITIATIVES, POSSIBLE INCOME TAX REDUCTIONS AND MEDICAID REFORMS INCLUDED IN THE GOVERNOR'S 2013 BUDGET PROPOSAL.Description

Activity3 Activity3

FieldValueIRS element (for citing)
DescriptionBEGAN CONSTRUCTION OF WEBSITE AND DEVELOPED MATERIALS HIGHLIGHTING 20 YEARS OF HISTORY OF THE OHIO BUSINESS ROUNDTABLE SHOWCASED AT THE OHIO BUSINESS ROUNDTABLE'S 20TH ANNIVERSARY MEETING.Description
FieldValueIRS element (for citing)
Described In501 C3falseDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Subject To Proxy TaxtrueSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10967NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees5NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionstrueNonDeductibleContributions
Non Deductible DisclosuretrueNonDeductibleDisclosure
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members68NbrVotingGoverningBodyMembers
Number Independent Voting Members66NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteesfalseMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJACKIE SWICKNamePerson
Telephone Number6144691044TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line141 S HIGH STREET SUITE 2240AddressLine1
CityCOLUMBUSCity
StateOHState
ZIP Code43215ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (71 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
NICK AKINS
MEMBER/DIRECTOR0.0X000
ANTHONY ALEXANDER
MEMBER/DIRECTOR0.0X000
STEVE ALLEN
MEMBER/DIRECTOR0.0X000
MIKE ANDERSON
MEMBER/DIRECTOR0.0X000
GEORGE BARRETT
MEMBER/DIRECTOR0.0X000
DAVID BLOM
MEMBER/DIRECTOR0.0X000
WM BRIAN BURGETT
MEMBER/DIRECTOR0.0X000
THOMAS CECCONI
MEMBER/DIRECTOR0.0X000
RICK CHIRICOSTA
MEMBER/DIRECTOR0.0X000
MICHAEL CONNELLY
MEMBER/DIRECTOR0.0X000
WILLIAM CONSIDINE
MEMBER/DIRECTOR0.0X000
ROB FALKENBERG
MEMBER/DIRECTOR0.0X000
SCOTT FARMER
MEMBER/DIRECTOR0.0X000
MICHAEL FISHER
MEMBER/DIRECTOR0.0X000
LYLE GANSKE
MEMBER/DIRECTOR0.0X000
E GORDON GEE
MEMBER/DIRECTOR0.0X000
S KAY GEIGER
MEMBER/DIRECTOR0.0X000
RUSS GERTMENIAN
MEMBER/DIRECTOR0.0X000
JOHN F HERBERT JR
MEMBER/DIRECTOR0.0X000
ERIN HOEFLINGER
MEMBER/DIRECTOR0.0X000
HIDENOBU IWATA
MEMBER/DIRECTOR0.0X000
DAVID JOYCE
MEMBER/DIRECTOR0.0X000
KEVIN KABAT
MEMBER/DIRECTOR0.0X000
SUSAN KRIEGER
MEMBER/DIRECTOR0.0X000
S CRAIG LINDNER
MEMBER/DIRECTOR0.0X000
CARL LINDNER III
MEMBER/DIRECTOR0.0X000
CRAIG MAIER
MEMBER/DIRECTOR0.0X000
ROBERT MCDONALD
MEMBER/DIRECTOR0.0X000
JOHN MCEWAN
MEMBER/DIRECTOR0.0X000
BETH MOONEY
MEMBER/DIRECTOR0.0X000
PAMELA MORRIS
MEMBER/DIRECTOR0.0X000
STEVE NEWLIN
MEMBER/DIRECTOR0.0X000
JAMES PANCOAST
MEMBER/DIRECTOR0.0X000
JOHN W PARTRIDGE JR
MEMBER/DIRECTOR0.0X000
MICHAEL PETRECCA
MEMBER/DIRECTOR0.0X000
JOHN PROUT
MEMBER/DIRECTOR0.0X000
STEVE RASMUSSEN
MEMBER/DIRECTOR0.0X000
ALBERT RATNER
MEMBER/DIRECTOR0.0X000
CHARLES RATNER
MEMBER/DIRECTOR0.0X000
ROBERT RESTREPO
MEMBER/DIRECTOR0.0X000
ED ROTH
MEMBER/DIRECTOR0.0X000
ALEX SHUMATE
MEMBER/DIRECTOR0.0X000
PHILIP SMITH
MEMBER/DIRECTOR0.0X000
JAMES STRUNTZ
MEMBER/DIRECTOR0.0X000
THOMAS SWIDARSKI
MEMBER/DIRECTOR0.0X000
KEN THOMPSON
MEMBER/DIRECTOR0.0X000
ROBERT TRAFFORD
MEMBER/DIRECTOR0.0X000
KURT TUNNELL
MEMBER/DIRECTOR0.0X000
GEORGE VINCENT
MEMBER/DIRECTOR0.0X000
JEFF WADSWORTH
MEMBER/DIRECTOR0.0X000
JOHN F WOLFE
MEMBER/DIRECTOR0.0X000
TOM ZENTY
MEMBER/DIRECTOR0.0X000
JOHN F BARRETT
EXECUTIVE COMMITTEE1.0X000
CHRISTOPHER CONNOR
EXECUTIVE COMMITTEE1.0X000
DELOS M COSGROVE
EXECUTIVE COMMITTEE1.0X000
PHILLIP R COX
CO-CHAIRMAN, EXEC. COMMITTEE1.0X000X
TANNY CRANE
EXECUTIVE COMMITTEE1.0X000
STEVE DAVIS
EXECUTIVE COMMITTEE1.0X000
GARY HEMINGER
EXECUTIVE COMMITTEE1.0X000
JULIE JANSON
EXECUTIVE COMMITTEE1.0X000
RICHARD SMUCKER
EXECUTIVE COMMITTEE1.0X000
STEVE STEINOUR
EXECUTIVE COMMITTEE1.0X000
ALBERT STROUCKEN
EXECUTIVE COMMITTEE1.0X000
FRANK SULLIVAN
EXECUTIVE COMMITTEE1.0X000
MICHAEL THAMAN
CO-CHAIRMAN, EXEC. COMMITTEE1.0X000X
WARD J TIMKEN JR
EXECUTIVE COMMITTEE1.0X000
JOHN WARNER
EXECUTIVE COMMITTEE1.0X000
LES WEXNER
EXECUTIVE COMMITTEE1.0X000
TOM WILLIAMS
EXECUTIVE COMMITTEE1.0X000
RICHARD A STOFF
PRESIDENT AND CEO40.0474706049750X
JACQUELINE M SWICK
DIRECTOR OF OPERATIONS40.0121471026827X
FieldValueIRS element (for citing)
Total Reportable Comp From Org596177TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation76577TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

FieldValueIRS element (for citing)
Name PersonLuntz Global LLCNamePerson

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line19165 Key Commons CourtAddressLine1
CityManassasCity
StateVAState
ZIP Code20110ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesConsultingDescriptionOfServices
Compensation105150Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
All Other Contributions200000AllOtherContributions
Total Contributions200000TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumn
MEMBERSHIP DUES9000991437500
REIMBURSEMENT OF EXPENSES - OBDC90009948250
FieldValueIRS element (for citing)
Total Program Service Revenue1485750TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column175TotalRevenueColumn

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1685925TotalRevenueColumn

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1500Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total524456Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total162378Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total13986Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total10137Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total25739Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total2428Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total1923Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total24867Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total561642Total

Advertising Advertising

FieldValueIRS element (for citing)
Total27803Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total66514Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total5016Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total129908Total

Travel Travel

FieldValueIRS element (for citing)
Total40945Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total71262Total

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total7870Total

Insurance Insurance

FieldValueIRS element (for citing)
Total2629Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1681003Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY164040BOY
EOY149332EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY27500EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis243083LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec227344LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY23609BOY
EOY15739EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY187649BOY
EOY192571EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY187649BOY
EOY192571EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY187649BOY
EOY192571EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY187649BOY
EOY192571EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses4922ReconcilationRevenueExpenses
Method Of Accounting OtherXMethodOfAccountingOther
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
Substantially All Dues NondeductfalseSubstantiallyAllDuesNondeduct
Only In House LobbyingfalseOnlyInHouseLobbying
Agree To Carryover Prior YearfalseAgreeToCarryoverPriorYear
Dues Assessments1437500DuesAssessments
Non Ded Lobby Political Current359375NonDedLobbyPoliticalCurrent
Non Ded Lobby Political Carryover0NonDedLobbyPoliticalCarryover
Non Ded Lobby Political Total359375NonDedLobbyPoliticalTotal
Aggr Amt Reported In Dues Notices359375AggrAmtReportedInDuesNotices

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Current Year Minus3 YearsCurrentYearMinus3Years
Current Year Minus4 YearsCurrentYearMinus4Years
LandLand
BuildingsBuildings

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis243083OtherCostOrOtherBasis
Depreciation227344Depreciation
Book Value15739BookValue
FieldValueIRS element (for citing)
EquipmentEquipment
Other Land BuildingsOtherLandBuildings
Total Of Book Value Land Buildings15739TotalOfBookValueLandBuildings

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonRICHARD A STOFFNamePerson
TitlePRESIDENT AND CEOTitle
Base Compensation Filing Org199706BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org35000BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org240000OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org22580DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org27170NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org524456TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSCHEDULE J, PART I, LINE 1aIdentifier
ExplanationOBRT'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.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
OHIO ANTHEM
SEE SCHEDULE L, PART V19168SEE SCHEDULE L, PART Vfalse
UNITED HEALTHCARE
SEE SCHEDULE L, PART V80639SEE SCHEDULE L, PART Vfalse

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierBUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONSIdentifier
Return ReferenceSCHEDULE L, PART IVReturnReference
Explanation(A) NAME OF INTERESTED PERSON: OHIO ANTHEM (B) RELATIONSHIP: ERIN HOEFLINGER, MEMBER/DIRECTOR OF OBRT, IS PRESIDENT OF OHIO ANTHEM (C) AMOUNT: $19,168 (D) DESCRIPTION: EMPLOYEE HEALTH INSURANCE (E) SHARING OF ORGANIZATION'S REVENUES: NO (A) NAME OF INTERESTED PERSON: UNITED HEALTHCARE (B) RELATIONSHIP: ROB FALKENBERG, MEMBER/DIRECTOR OF OBRT, IS CEO OF UNITED HEALTHCARE (C) AMOUNT: $80,639 (D) DESCRIPTION: EMPLOYEE HEALTH INSURANCE (E) SHARING OF ORGANIZATION'S REVENUES: NOExplanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERSFORM 990, PART VI, LINE 6THE 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.
DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTSFORM 990, PART VI, LINES 7A & 7BCLASS 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.
DESCRIPTION OF PRACTICES FOR DOCUMENTATION OF MTGS & ACTIONS OF COMMITTEESFORM 990, PART VI, LINE 8BTHE ORGANIZATION HAS NO COMMITTEES OF THE BOARD OF DIRECTORS. THE GOVERNING BODY IS THE BOARD.
PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990FORM 990, PART VI, LINE 11BTHE 990 RETURN WAS REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE.
DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTERESTFORM 990, PART VI, LINE 12CA CONFLICT OF INTEREST POLICY WAS SENT TO EACH MEMBER OF THE CORPORATION. THEY WERE ASKED TO SEND A SIGNED DECLARATION OF INTERESTS 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 SOLICITIED IN ANY CASE WHERE THE SMALLER GROUP IS UNABLE TO MAKE A DETERMINATION. ONCE A DETERMINATION HAS BEEN MADE THE PROPER COURSE OF ACTION WILL BE TAKEN.
DESCRIPTION OF PROCESS USED TO DETERMINE EXECUTIVE DIRECTOR COMPENSATIONFORM 990, PART VI, LINE 15ATHE CHAIRMAN CONDUCTS A PERFORMANCE EVALUATION OF THE PRESIDENT OF THE CORPORATION. BONUS AND/OR COMPENSATION ADJUSTMENTS ARE RECOMMENDED BY THE CHAIRMAN AND APRROVED 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.
DESCRIPTION OF PROCESS FOR DETERMINING COMPENSATION OF OTHER EMPLOYEESFORM 990, PART VI, LINE 15BTHE PRESIDENT CONDUCTS A PERFORMANCE EVALUATION OF THE KEY 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 SIMLAR ORGANIZATIONS ACROSS THE COUNTRY. ALL COMPENSATION CHANGE INFORMATION IS DOCUMENTED AN IN THE CORPORATION'S FILES.
AVAILABILITY OF GOVERNING DOCS, COI POLICY, & FINANCIALS TO GENERAL PUBLICFORM 990, PART VI, LINE 19UPON ADVANCE WRITTEN NOTICE, THE PUBLIC DOCUMENTS WILL BE MADE AVAILABLE FOR INSPECTION. IF A COPY IS REQUESTED, IT WILL BE PROVIDED FOR A MINIMAL FEE.
OTHER FEES FOR SERVICES FOR NON-EMPLOYEESFORM 990 PART IX LINE 11GDESCRIPTION:CONSULTING FEES TOTAL FEES:561642

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Health Is Everybody's Business IncBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line141 S High Street Suite 2240AddressLine1
CityColumbusCity
StateOHState
ZIP Code43215ZIPCode
FieldValueIRS element (for citing)
EIN510671319EIN
Primary ActivitiesHC ReformPrimaryActivities
Legal Domicile StateOHLegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity Status11aPublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1OBRTBusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrgtrueControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Dividends Related OrganizationfalseDividendsRelatedOrganization
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg