Form 990 Department of the Treasury Internal Revenue Service PUBLIC DISCLOSURE COPY Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Do not enter social security numbers on this form as it may be made public. Go to for instructions and the latest information. OMB No. 1545-0047 2017 to Public Inspection A For the 2017 calendar year, or tax year beginning and ending Check if Name of organization Employer identification number applicable: 35553? THE BUSINESS INC . 2:233, Doing business as BUSINESS ROUNDTABLE 23 723 6 607 Number and street (or P.O. box if mail is not delivered to street address) Room/suite Telephone number f?gfr'n, 300 NEW JERSEY AVE NW 300 (202) 872?1260 City or town, state or province, country, and ZIP or foreign postal code Gross receipts 55 522 232 - fem?hde?j WASHINGTON. DC 20001 H(a) Is this a group return Name and address of principal officer: JOSHUA BOLTEN for subordinates? EYes No pendmg SAME AS ABOVE H(b) Are allsubordinates included? :JYes El No I Tax-exempt status: 501(c)(3) 501m 6 )4 (insert no.) or I: 527 If attach a list. (see instructions) Website: H(c) Group exemption number I Year of formation: 1 9 7 2 I State oi legal domicile: DC Form c?nizatton: Corporation I: Trust Association Other I Part I Summary 1 Briefly describe the organization's mission or most significant activities: SEE SCHEDULE 0 2 2 Check this box I: if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 Number of voting members of the governing body (Part VI, line 1a) 3 22 4 Number of independent voting members of the governing body (Part VI, line 1b) i .. 21 8 5 Total number of individuals employed in calendar year 2017 (Part V, line 2a) 5 40 It; 6 Total number of volunteers (estimate if necessary) 6 23 "3 7a Total unrelated business revenue from column (C), line12 7a 0- Net unrelated business taxable income from Form QQO-T, line 34 . 7b 0 - Prior Year Current Year a: 8 Contributions and grants (Part line 1hProgram service revenue (Part line 2g) 33,492,554- 40,537,220- 10 Investment income (Part column (A), lines 3, 4, and 7d) 1.022.385 - Other revenue (Part column (A), lines 5, 6d, 80, 9c, 100, and 11eTotal revenue - add lines 8 through 11 (must squat Part column (A). line 12Grants and similar amounts paid (Part IX, column (A), lines 1-3) 39 .500 - 7 219 . 277 - 14 Benefits paid to or for members (Part IX, column (A), line Salaries, other compensation, employee benefits (Part IX, column (A), lines 51016a Professional fundraising fees (Part IX, column (A), line He) .. 0+ 0- Total fundraising expenses (Part IX, column (D), line 25) 0 - 17 . .. 20.793.333- 35.055.713- 18 Total expenses. Addlines13-17(must equal Part IX. column (A), line 25) 32,433,081- 49,237,729. 19 Revenue less expenses. Subtract line 18 from line 12 2.113.544 - 'Beginning of Current Year End of Year 20 Total assets (PartX, ine16) 37.580.034- _i_.0i8.558- ft?; 21 Total liabilities (Part X. line 26) .. 0- 0- 22 Net assets or fund balances. Subtract line 21 from line 20 37 .580 . 034 - 31 . 048 . 558 - Part II Signature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and t0 the best of my knowledge and belief, it is true. correct. and complete. Declaration of grammar (other than olticer) is based on all information of which preparer has any knowledge. Sign Slgnature of officer ale Here MARCUS EXECUTIVE VICE PRESIDENT COPY - RETAIN FOR Type or print name and title WECURDS Print/Type preparer's name pa 61' Dale/ Paid WILLIAM CPA Lumpmw?, P00369217 Preparer Firm's name RSM US LLP - Firm's Em! 7 Use Only Firm's address, 9737 WASHINGTONIAN BLVD, #400 GAITHERSBURG, MD 20878 phonen0_301s29673600 May the IRS discuss this return with the preparer shown above?? (see instructions] 732001 11-28-17 LHA For Paperwork Reduction Act Noticel see the separate instructions. Yes : ltlo Form 990 (2017) Form 9913:2017] THE BUSINESS ROUNDTABLE, INC. Part Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part 234235507 paqez 1 Briefly describe the organization's mission: A CEOSLED ORGANIZATION WHOSE MISSION IS TO ADVOCATE POLICIES THAT PROMOTE U. . INVESTMENT A WORKFORCE AND A DYNAMIC . GROWING ECONOMY. 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or El Yes No If "Yes." describe these new services on Schedule 0. 3 Did the organization cease conducting. or make significant changes in how it conducts, any program services? Ci Yes No If "Yes," describe these changes on Schedule 0. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue. if any. for each program service reported. 4a (Code: (Expenses including grants of (Revenue THE BUSINESS ROUNDTABLE MISSION IS TO ADVOCATE POLICIES THAT PROMOTE U. . INVESTMENT A WORKFORCE AND A DYNAMIC GROWING ECONOMY . DRAWING ON THE EXPERTISE OF ITS CEO MEMBERS THE BUSINESS ROUNDTABLE WORKS WITH ELECTED LEADERS AND REPRESENTATIVES OF EMPLOYERS AND EMPLOYEES TO FOSTER AN ECONOMIC ENVIRONMENT THAT BENEFITS ALL THE AMERICAN PEOPLE. 4b (Code: (Expenses including grants of (Flevenue 40 (Code: (Expenses including grants of (Revenue i 4d Other program services (Describe in Schedule 0.) (Expenses including grants of (?evenue 4e Total program service expenses} 732002 11-28-17 Form 990 (2017) Form 990(201 THE BUSINESS ROUNDTABLE INC 23 ?7 236607 page 3 Part IV Checklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? if ?Yes, complete ScheduleA . . i. .. 1 2 Is the organization required to complete Schedule Schedule cf ContributorsDid the organization engage in direct or indirect political campaign activities on behalf of or in oppOSItIon to candidates for Of?ce? If "Yes, complete Schedule C, Partl . . 3 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities or have a section 501(h election in effect during the tax year? if Yes, complete Schedule 0, Part ll 4 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined In Revenue Procedure 98- 19? If "Yes complete Schedule Part I . . .. 5 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right tc provide advice on the distribution or investment of amounts in such funds or accounts? lf "Yes,? complete Schedule D. Part 6 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? lf "Yes complete Schedule Part Did the organization maintain collections of works of art, historical treasures, or other similar assets? ll "Yes complete Schedule D, Part . 8 9 Did the organization report an amount in mPart X, line 21, for escrow or custodial account serve as a custodian for amounts not listed in Part or provide credit counseling, debt management, credit repair, or debt negotiation services? if "Yes, complete Schedule Part lV 9 10 Did the organization, directly or through a related organization, hold assets in temporarIly restricted endowments, permanent endowments 0" endowments? if "Yes, complete Schedule D, Part .. .. 10 11 If the organization's answerto any of the following questions is "Yes, then complete Schedule D, Parts VI, VII, or as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes, complete schedule D. Part VI 11a Did the organization report an amount for investments other securities in Part X, line 12 that is 5% or more cf its total assets reported In Part X. line 15? it ?Yes, complete Schedule D, Part .. 11b Did the organization report an amount for investments- program related in Part X, line 13 that is 5% or more of its total. assets reported In Part line 16? If "Yes, complete Schedule D, Part .. 110 Did the organization report an amount for other assets in Part X, line 15 that IS 5% or more of its total assets reported in Part X. line 16? If ?Yes, complete Schedule D, Part IX 11d Did the organization report an amount for other liabilities in Part X, line 25? ll "Yes, complete Schedule D. PartX I 11e Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (A80 740)? If Yes, complete Schedule D. Part I I 11f 123 Did the organization obtain separate, independent audited financial statements for the tax year? lf Yes, complete Schedule Parts XI and 12a Was the organization included in consolidated, independent audited financial statements for the tax year? lf "Yes, and if the organization answered ?No" to line 12a, then completing Schedule D, Parts XI and is optional 1213 13 Is the organization a school described in section it "Yes complete Schedule 13 143 Did the organization maintain an office, employees, or agents outside of the United States? II 14a Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraIsmg, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? if "Yes" complete Schedule F, Parts land lV. .. 14b 15 Did the organization report on Part IX, column (A), line 3 more than S5, 000 of grants or other assistance to crfor any foreign organization? lf "Yes, complete Schedule F, Parts ll and IV 15 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to orforforeign individuals? If "Yes, complete Schedule F, Parts and IV 15 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A) ?093 6 and 118? If "Yes, complete Schedule G, Partl 17 18 Did the organization report more than $15,000 total of fundraising event gross income ?and contrIbutIons on Part lines 1cand 88? if "Yes," complete Schedule G, Part/l .. .. 13 19 Did the organization report more than $15,000 of gross income from? gaming actIVItIes on Part line 9a? lf "YesForm 990 (2017) 732003 11-25-17 For", 990 (20171 THE BUSINESS ROUNDTABLE, INC. 23?7236607 Peqe4 ]Part i Checklist of Required Schedules (commuted; Yes No 20a Did the organization operate one or more hospital facilities? lf Yes, complete Schedule 20a If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? 20b 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? ll "Yes, complete Schedule l, Parts I and ll 21 22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX. (A). line 2? If "Yes, complete Schedule l, Parts land 22 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? lf "Yes, complete Schedule J. 23 243 Did the organization have a tax- ?exempt bond Issue with an outstanding principal amount of more than $1 00, 000 as of the last day of the year, that was issued after December 31, 2002? ll Yes, answer lines 24b through 24d and complete Schedule ll "No" go to line 25a 24a Did the organization invest any proceeds of tax- exempt bonds beyond a temporary period exception? 24b Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease anytax-exemptbonds? . 246 Did the organization act as an "on behalf of" issuer ?for bonds outstanding at any time during the year? 24d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If Yes complete Schedule l_ Par-ll 253 Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization' prior Forms 990 or lf "Yes, complete Schedule L, Partl 2513 26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? lf "Yes, complete ScheduleL, Part ll . 26 27 Did the organization provide a grant or other aSSistance to an officer, director, truStee key employee, substantral contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member ofany ofthese persons? If "Yes complete ScheduleL, . 27 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, or key employee? If Yes, complete Schedule L, Part lI/ 28a A family member of a current or former officer, director, trustee, or key employee? lf "Yes, complete Schedule L, Part lV 28b 0 An entity of which a current or former officer, director trustee, or key employee (or a family member thereof) was an officer, director trustee or dIreot or indirect owner? If "Yes, complete Schedule Part IV 28c 29 Did the organization receive more than $25 000 In non- cash contributions? lf "Yes complete Schedule 29 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? lf"Yes, "completeScheduleliDid the organization liquidate, terminate or dissolve and cease Operations? If' ',Yes? completeScheduleN, Part! . . 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net aesets? If "Yes complete ScheduleN, Partll .. .. 32 33 Did the organization own 100% of? an entity dIsregarded as separate from the organrzatlon under Regulations sections 301 .7701- 2 and 301.7701 3? If "Yes, complete Schedule H, Pan?l 33 34 Was the organization related to any tax-exempt or taxable entity? ll "Yes, complete Schedule H, Part ll, Ill, or and Part V, line 1 . 34 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? 353 If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? if "Yes, complete Schedule Fl, Part V, line 2 35b 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes, complete ScheduleFi, PartV, llne2 . .. .. 36 37 Did the organization conduct more than 5% of its activities through an entity that. Is not a related organrzatron and that Is treated as a partnership for federal Income tax purposes? If "Yes, complete Schedule H, Part VI 37 38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule 38 Form 990 (2017) 732004 11-28-17 Form 990 {2017] THE BUSINESS ROUNDTABLEI INC, 23?7236607 Pace 5 Part Statements Regarding Other IRS Filings and Tax Compliance Check ifScheduleOcontainsa response or note to anyline inthis PartV .. .. .. . Yes No 1a Enterthe number reported in Box3 of Form 1096. Enter-O- if not applicable II . I 1a 52 Enterthe number of Forms W-2G included In line 1a. Enter -0- if not applicable 1b 0 0 Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gamblIng) Winnings to prize winners? .. 10 2a Enter the number of employees reported on Form W- 3 TransmIttaI of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return . 2a 40 If at least one is reported on line 2a, did the organization file all required federal employment tax returns? 2b Note. If the sum of lines 1a and 2a IS greater than 250, you may be required to 9-17/9 (see instructions) . II I 3a Did the organization have unrelated business gross income of 000 or more during the year? II 3a If "Yes has It Wad a Form 990T forthIs year? If "No, to line 3b, provide an explanation In Schedule any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? 4a If "Yes," enter the name of the foreign country: See instructions for filing requirements for Form 114, Report of Foreign Bank and Financial Accounts (FBAR). 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b If "Yes, to line 5a or 5b, did the organization file Form 8886? .. 5c 6a Does the organization have annual gross receipts that are normally greater than 3100, 000, and did the organlzatIon solicit any contributions that were not tax deductible as charitable contributions? 6a If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductibleOrganizations that may receive deductible contributions under section 170(0). a Did the organization receive a payment in excess of 375 made partly as a contribution and partly for goods and services provided to the payor? 7a If "Yes, did the organization notify the donor of the value of the goods or services provided? . 7b Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required tofile Form 8282? 70 If "Yes, IndIcate the number of Forms 8282 filed during the year I I WI I Did the organization receive any funds directly or indirectly, to pay premiums on a personal benefit contract? II I I II 7e Did the organization during the year pay premiums, directly or indirectly, on a personal benefit contractthe organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? 79 If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-0? 7h 8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the WA sponsoring organization have excess business holdings at any time during the yearSponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions under section 4966Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? I 9b 10 Section 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part line 12 I II 103 Gross receipts, included on Form 990, Part line 12, for public use of club facilities 10b 11 Section 501(c)(12) organizations. Enter: a Grossincomefrom members orshareholders I 11a Gross income from other sources (Do not net amounts due or paid to other sources against amounts due orreceived from them11b 123 Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041 12a If "Yes," enter the amount of tax-exempt interest received or accrued during the year I 12b I 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? 13a Note. See the instructions for additional information the organization must report on Schedule 0. Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans 13b Enter the amount of reserves on hand 130 14a Did the organization receive any payments for indoortanning services during the tax year"Yes. has It filed a Form f2Eito Iepon these payments? II WEI Di?l?l?? ?ll Schadufe . .. -- - .- 14b Form 990 (2017) 732005 11-28717 Form 990 (2017) THE BUSINESS INC . 23?7236607 Page 6 I Part I Governance, managementl arid For each "Yes" response to lines 2 through 7b below, and fora "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Scheduie 0. See instructions. Check it Schedule 0 contains a response or note to any line in this Part VI . .. .. . Section A. Governing Body and Management Yes No 1a Enter the number of voting members of the governing body at the end of the tax year 1a 22 If there are material differences In voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule 0. Enter the number of voting members included In line 1a, above, who are independent 1b 21 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer. director. trustee, or key employee? 2 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, or trustees, or key employees to a management company or other person? 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 5 Did the organization become aware during the year of a significant diversion of the organization' assets? 6 Did the organization have members or stockholders? 7a Did the organization have members stockholders, or other persons who had the power to elect or appomt one or more members of the governing body? .. 7a cams-co Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders or persons other than the governing body? 7b 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: I a The governing bodyEach committee with authority to act on behalf of the governing body? 8b 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization' 5 mailing address?J jg Ei?ltid? the i011 ?ddli?ii?? ?gngmig t) 9 Section 3- {This Section Codei Yes No 10a Did the organization have local chapters, branches, or affiliates? 103 If "Yes, did the organization have written policies and procedures governing mthe' activities of such chapters, affiliates and branches to ensure their operations are consistent with the organization's exempt purposes? 10b 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 113 Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. 12a Did the organization have a written conflict of interest policy? ,If "No, go to line 13 12a Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? 12b Did the organization regularly and consistently monitor and enforce compliance with the policy? if "Yes, describe in Schedule Ohow this was done . .. .. .. . 120 13 Did the organization have awritten policy? . 13 14 Did the organization have a written document retention and destruction policy? .. 14 15 Did the process for determining compensation of the following persons include a review and approval by Independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? Other officers or key employees ofthe organization . .. 15b If "Yes" to line 15a or 15b, describe the process in Schedule (see Instructions) 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a a The organization's CEO, Executive Director, or top management official 15a taxable entity during the year? . 163 if "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? 16b Section C. Disclosure 17 List the states with which a copy of this Form 990 is required to be filed NONE 18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990T (Section 501 only) available for public inSpection. Indicate how you made these available. Check all that apply. El Own website I: Another?s website Upon request i:i Other {explain in Schedule 0) 19 Describe in Schedule 0 whether (and if so. how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. 20 State the name, address, and telephone number of the person who possesses the organization's books and records: DEWEY WELCH (202) 872?1260 300 NEW JERSEY NWI SUITE 800, WASHINGTON, DC 20001 732006 11?28-17 Form 990 (2017) 990 201? THE BUSINESS ROUNDTABLE, INC. 23?7236607 Page 7 Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule 0 contains a response or note to any line in this Part VII Section A. Officers, Directors, Trustees, Key Employeesl and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. 0 List all of the organization's current officers, directors, tmstees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. 0 List all of the organization's current key employees, if any. See instructions for definition of "key employee." 0 List the organization's five current highest compensated employees (other than an officer. director, trustee, or key employee) who received report- able compensation (Box 5 of Form and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. 0 List all of the organization's former officers, key employees. and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. 0 List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. Check this box if neither the organization nor any reiated organization compensated any current officer, director, or trustee. (A) (B) (C) (D) (E) (F) Name and Title Average (do not origfg??than one Reportable Reportable Estimated hours per box, unless person is both an compensation compensation amount of week officer and a director/trustee) from from related other (list any the organizations compensation hours for 2 organization from the related a .. organization organizations .. and related below 5 5 organizations line) EE (1) JAMES DIMON 0.00 CHAIRMAN 0. 0 0 (2) RANDALL L. STEPHENSON 0.00 NOMINATING COMMITTEE 0. 0. 0. (3) JOHN A. HAYES 0.00 CORPORATE GOVERNANCE 0. 0. 0. (4) WES BUSH 0.00 CHAIR, EDUCATION AND WORKFORCE 0. 0. 0. (5) NICHOLAS K. AKINS 0.00 CHAIR, ENERGY AND ENVIRONMENT 0. 0. 0. (6) BRIAN T. MOYNIHAN 0.00 CHAIR, HEALTH AND RETIREMENT 0. 0. 0. (7) GREGORY Q. BROWN 0.00 CHAIR, IMMIGRATION 0. 0. 0. (8) JACQUELINE HINMAN 0 .00 CHAIR, INFRASTRUCTURE 0. 0. 0. (9) TOM LINEBARGER 0.00 INTERNATIONAL ENGAGEMENT 0. 0. 0, (10) MARK J. COSTA 0.00 CHAIR, SMART REGULATION 0. 0, 0. (11) MARK A. WEINBERGER 0.00 CHAIR, TAX AND FISCAL POLICY 0. 0. 0. (12) JULIE SWEET 0.00 CHAIR, INTERNET INNOVA 0. 0. 0, (13) AJAY BANGA 0.00 AT LARGE BOARD MEMBER 0. 0. 0, (14) KENNETH I. CHENAULT 0.00 AT LARGE BOARD MEMBER 0. 0. 0, (15) DAVID M. COTE 0.00 AT LARGE BOARD MEMBER THRU 03/2017 0. 0. 0. (16) MARILLYN A. HEWSON 0.00 AT LARGE BOARD MEMBER 0 . 0 . 0 . (17) JEFFREY R. IMMELT 0.00 AT LARGE BOARD MEMBER THRU 07/2017 0, 0, 0. 732007 11-28-17 Form 990 (2017) THE BUSINESS ROUNDTABLE, INC. Form 990 [201?l 2377236607 [Part Section A. Officers, Directors. Trustees. Key Employees. and Highest Compensated Employees {continue-it'll Page 8 (A) (B) (C) (D) (E) (F) Name and title Average (do no, c?gfin??im one Reportable Reportable Estimated hours per box, unless person is both an compensation compensation amount of week officer and a director/trustee) from from related other (?St any the organizations compensation hours for 3 organization from the related a a organization organizations a 2 S. E- and related below 3 EL egg. 3 organizations line) a e: (18) ANDREW N. LIVERIS 0.00 AT LARGE BOARD MEMBER 0. 0. 0. (19) KEVIN A. LOBO 0.00 AT LARGE BOARD MEMBER 0. 0. 0. (20) C. DOUGLAS MCMILLON 0.00 AT LARGE BOARD MEMBER 0. 0. 0. (21) LARRY J. MERLO 0.00 AT LARGE BOARD MEMBER 0. 0. 0. (22) DENNIS A. MUILENBURG 0.00 AT LARGE BOARD MEMBER 0 . 0 . 0 . (23) VIRGINIA M. ROMETTY 0.00 AT LARGE BOARD MEMBER 0. 0, 0. (24) JOSHUA B. BOLTEN 40.00 PRESIDENT 5. CEO 1,748,530. 0. 82,333. (25) AIMEE J. BRENNAN 40.00 TREASURER 233,345. 0. 75,439. (26) ELIZABETH S. DOUGHERTY 40.00 SECRETARY 153,116. 0. 14,435. Sub-total . 2,134.991- 0- 172.207- Totalfrom continuation sheetsto PartVl ,SectionA 7.435.517- 0- 579.039- 9.570.603. 0- 851.246- 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization he 2 4 Yes No 3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on I line 18? If "Yes, complete Schedule for such individual 3 4 For any individual listed On line 1a, is the sum of reportable compensation and other compensation from the organization I and related organizations greater than $150.000? if "Yes, complete Schedule for such individual 4 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services I rendered to the organization? it ?r??gjule for such person 5 3 Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization?s tax year. (A) (B) (C) Name and business address Description of services Compensation MENTZER MEDIA SERVICES, INC. 210 W. TOWSON, MD 21204 SERVICES 4,450,000. IHEARTMEDIA AND ENTERTAINMENT, INC., 20880 STONE OAK PARKWAY, SAN ANTONIO, TX 7 8258 SERVICES 1,9 35, 9 05. THE FRATELLI GROUP, 1300 CONNECTICUT AVE., NW, SUITE 950, WASHINGTON, DC 20036 IBERVICES 1,630,587. DROGAS, LLC, 120 WALL STREET, 11TH FLOOR, YORK, NY 10005 SERVICES 1,500,000. ADVOC8 LLC 500 PENN ST NE, WASHINGTON, DC 20002 SERVICES 760,870. 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 at Compensation from the organization Dr 43 SEE PART VII, SECTION A CONTINUATION SHEETS Form 990 (2017) 732008 11-28-17 THE BUSINESS INC. 2377236607 [Part I Section A. Officers, Directors, Trustees, Key Employees. and Highest Compensated Employees icontinueo'l (A) (B) (C) (D) (E) (F) Name and title Average Position Reportable Reportable Estimated hours (check all that apply) compensation compensation amount of per from from related other week 30;; the organizations compensation (list any organization from the hours for a organization related and related organizations 2 organizations below 3 line) (27) JOHN M. ENGLER 40.00 PRESIDENT THRU 01/2017 3,625,069. 0. 43.953. (28) JESSICA L. BOULANGER 40.00 SENIOR VICE PRESIDENT 563,927. 0. 50'843. (29) MARIAN E. HOPKINS 40.00 SENIOR VICE PRESIDENT 925,414. 0. 294.488. (30) WILLIAM C. MILLER, JR. 40.00 SENIOR VICE PRESIDENT 1,098,915. 0. 109_946. (31) MARCUS C. PEACOCK 40.00 EXECUTIVE VICE PRESIDENT 541,657. 0. 55,617. (32) LEANNE G. WILSON 40.00 SENIOR VICE PRESIDENT 679,635, 0. 124,192. 7,435,617. 679,039. Total to Part Vll, Section A. line 732201 04-01-17 FUITH ng} THE BUSINESS ROUNDTABLE, INC. 2377236607 Pageg Statement of Revenue Check if Schedule 0 contains a response or note to any line in this Part .. .. (A) (B) (C) (D) Total revenue Related Oi? Unrelated exempt function busmess sections revenue revenue 512 - 514 3 1 a Federated campaigns 1a Membership dues 1b Fundraising events . 10 Related organizations .. 1d Government grants (contributions) 1e ,5 All other contributions, gifts, grants, and 3 similar amounts not included above 1f 155 . 000 - Noncash contributions included in lines 1a-1f: 52 Total. Add lines 1a-1i . h- 155.000. Business Code 3 23 MEMBERSHIP DUES 900099 40,537,220. 40,537,220. .E 3 All other program service revenue Total . 40.537.220- 3 Investment Income (including dividends, interest, and othersimilaramounts) 1,150,734- 1,150,734- 4 Income from investment of tax- exempt bond proceeds 5 Royalties Real {ii} Personal 6 a Gross rents .. . .. 32,425- Less: rental expenses 0 - Rental income or (loss) 32 . 425 - Net rental income or (loss) 32.425. 32,425. 7 a Gross amount from sales of Securities [ii] Other assets other than inventory 14 . 513 .111 i Less: cost or other basis and sales expenses Gain or(loss) 747.082- Netgainor(loss) p- 747.082, 747.032. 0? 8 a Grossincome from fundraising events (not 2 including of contributions reported on line 10). See Part IV, Iine18 .. a 5 L9333 direct expenses 0 Net income or (loss) from fundraising events 9 3 Gross income from gaming activities. See Part IV, line 19 a Less: direct expenses 0 Net income or (loss) from gaming activities 10 3 Gross sales of inventory, less returns and allowances . a Less: cost of goods sold .. .. Net income or {loss} from sales of P- Miscellanecus Revenue Business Code 11 a OTHER INCOME 900099 123,792. 123,792. All other revenue Total. Add lines 11a-?lid 123.792. 12 Total revenue. See Instructions. Aug 42,755,253. 40,693,437. 0. 1,907,816. ?32009 11-23-17 Form 990 (2017) Form 990 [201?) Part Statement of Revenue Check if Schedule 0 contains a response or note to any line in this Part THE BUSINESS ROUNDTABLE, INC. 23?7235607 Page 9 (A) Total revenue Related or exempt function revenue Unrelated business revenue 1) Revenue excluded from tax untler sections 512 - 514 ontn'hutiarrs. _Gifts, Grants *manc'm Federated campaigns 1a Membership dues 1b Fundraising events 1c Related organizations 1d Government grants (contributions) 1e All other contributions, gifts, grants, and similar amounts not included above 11? 155,000. Tota_l. Add lines 1a-1f .. Dr 155,000. Program Service Revenue__ Business Code MEMBERSHIP DUES 900099 40,537,220. 40,537,220. All other program service revenue Tetal.Addlines 2a-2f . . p. 40,537,220. Other Revenue 10 No.05!? Investment income (including dividends, interest, and other similar amounts) Income from investment of tax-exempt bond proceeds Royalties . ., . .. 1,150,734. 1,150,734. P- (ij??aimm {ii} Personal Gross rents 32 425 Less: rental expenses 0. Rental income or (loss) 3 2 . 425 - Net rental income or (loss) 32,425. 32,425. Gross amount from sales of Securities {ii} Other assets other than inventory 14 I 513 111 . Less: cost or other basis and sales expenses 13 866 029 . Gain or(loss) 747,082. Net gain or (loss) 747,082. 747,082. Gross income from fundraising events (not including of contributions reported on line 10). See Part IV. line 18 .. .. a Less: direct expenses Net income or (loss) from fundraising events Gross income from gaming activities. See Part IV, line19 a Less: direct expenses Net income or (loss) from gaming activities Gross sales of inventory. less returns and allowances a Less: cost of goods sold Net income or {loss} from sales of invenlerv Miscellaneous Revenue Business Code 11 12 OTHER INCOME 900099 123,792. 123,792. All other revenue Total. Add lines 11a-11d Total revenue. See inslruelions. 123,792, 42,756,253. 40,693,437. 1,907,816. 732009 11-28?17 Fom1990(2n7) mm 990 2131?} [Part THE BUSINESS INC. Statement of Functional Expenses in 1 1(4 ni 1 n' 'nm Check if Schedule 0 contains a response or note to any line in this Part IX . Do ?or include amounts reported on lines 6b? Total e??genses Progragiagervice Managefgiiant and 7b, 3b, 9b, and 70b 01' Part VIW- expenses general expenses expenses 1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 7 . 219 . 277- 2 Grants and other assistance to domestic individuals. See Part IV, line 22 3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 4 Benefits paid to orfor members 5 Compensation of current officers, directors, trustees, and key employees Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 7 Othersalaries and wages 7.935.034- 8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) 9 22 213 - 9 Other employee benefits Payroll taxes 455,720- 11 Fees for services (non- employees). a Management Legal 419:595- 0 Accounting 53 . 855- Lobbying_ Professional fundraismg services. See Part lV, line 17 investment management fees 133 I 833 - 9 Other. (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 119 expenses Advertising and promotion 13 Office expenses 554 . 747 - 14 Information technology 531. 699 - 15 Royalties 16 Occupancy 2.315.483- 17 Travel 85:398- 18 Payments of travel or entertainment expenses for any federal, state, or local public officials 19 Conferences, conventions, and meetings 552 . 569 - 20 Interest 21 Payments to affiliates 22 Depreciation, depletion, and amortization 23 Insurance 25,308- 24 Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24e. If line 24a amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0.) a PROGRAM EXPENSES 19,162,958. EQUIPMENT FURNITURE 1 100 829 . MEMBERSHIP DUES 155 160. LEASEHOLD IMPROVEMENTS 95 087 . All other expenses 25 Total functional expenses. Add lines 1 through 24c Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational cam_paign and fundraising solicitation Check here It stop as- 1? use no; 732010 11?28?17 Form 990 (2017) Farm 990 {2917]. THE BUSINESS ROUNDTABLEI INC. 23 723 660 7 page 11 Part Balance Sheet Check ifSchaduleOcontainsaresponse or note to any line In this Partx .. . . . .. .. 1: (A) (B) Beginning of year End of year 1 Cash- non-interest-bearing 1.044I828- 1 257.513- 2 SaVIngs and temporary cash Investments 9 r39 3 r175 - Pledges and grants receivable, net 3 4 Accounts receivable, net II .. 4 5 Loans and other receivables from current and former officers. directors, trustees, key employees. and highest compensated employees. Complete Part II of Schedule 5 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)). persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary 3 employees' beneficiary organizations (see instr). Complete Part Notesandloansreceivable. net . .. 7 8 Inventories forsale oruse 8 9 Prepaid expenses and deferred charges 9 10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule 103 Less: accumulated depreciation I I 10!: 10c 11 lnvestments- securities . 26.957.121- 11 23.309.330- 12 Investments- other securities. See Part IV, line 11 12 13 investments - program-related. See Part IV, line 11 13 14 Intangible assets 14 15 Other assets See Part IV, line-11M 134I910- 15 154.910- 16 Total a_ssets. Add lines1 through 15 {muSt equal line 34Accounts payable and accrued expenses 17 18 Grants payable 18 19 Deferred revenue 19 20 Tax exempt bond liabilities I 20 21 Escrow or custodial account liability. Complete Part IV of Schedule 21 22 Loans and other payables to current and former officers, directors, trustees, :13 key employees, highest compensated employees, and disqualified persons. '25: Complete Part II of Schedule 22 23 Secured mortgages and notes payable to unrelated third parties 23 24 Unsecured notes and loans payable to unrelated third parties 24 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part of Schedule 25 26 Total liabilities. Add lines 17 through 25 0 _2_5 0 . Organizations that follow SFAS 117 (ASC 958), check here I:l and In complete lines 27 through 29, and lines 33 and 34. 9:3 27 Unrestricted net assets .. .. . 27 28 Temporarily restricted net assets 28 E: 29 Permanently restricted net assets 29 Organizations that do not follow SFAS 117 (ASC 958), check here ?5 and complete lines 30 through 34. I3 30 Capital stock or trust principal, or current funds 0 - 30 0 - 31 Paid-in or capital surplus, or land, building, or equipment fund 0 - 31 0 I 32 Retained earnings, endowment, accumulated income, or other funds Total netassetsorfund balances 33 31.048.558- 34 Total liabilities and net assets/fund balances Form 990 (2017) 732011 11-28-17 Form 9913 {2017} THE BUSINESS INC. 23?7235607 Part XI Reconciliation of Net Assets Check if Schedule 0 contains a response or note to any line in this Parl XI Page 12 Total revenue (must equal Part column (A), line 12253 Total expenses (must equal Part IX, column (A), line 25Revenue less expenses. Subtract line 2 from line Net assets or fund balances at beginning of year (must equal Part line 33, column Net unrealized gains (losses) on investments 5 Donated services and use of facilities 6 Investment expenses 7 Prior period adjustments 8 Other changes In net assets or fund balances (explain In schedule 9 0 - Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 55-- oolumnlBil 10 31.048.558- Part XII lFinanciah Statements and Reporting Check if Schedule 0 contains a response or note to any line in this Part XII IZI 2a 3a Accounting method used to prepare the Form 990: Cash Accrual Other SEE SCH 0 If the organization changed its method of accounting from a prior year or checked "Other, explain in Schedule 0. Were the organization's financial statements compiled or reviewed by an independent accountant? If "Yes, check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis I: Consolidated basis El Both consolidated and separate basis Were the organization?s financial statements audited by an independent accountant? If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: IE Separate basis Consolidated basis Both consolidated and separate basis If "Yes" to line 2a or 2b does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule 0 As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits 732012 11?28?Form 990 (2017) PUBLIC DISCLOSURE COPY Schedule Schedule of Contributors OMB No 15450047 Attach to Form 990, Form 990-EZ, or Form 990-PF. Go to for the latest information. 2 U1 7 epartment of the Treasury Internal Revenue Service Name of the organization Employer identification number THE BUSINESS ROUNDTABLE, INC. 23s7236607 Organization type (check one): Filers of: Section: Form 990 or 990-EZ 501 5 (enter number) organization I: 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF 501(c)(3) exempt private foundation I 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation Check if your organization is covered by the General Rule or a Special Rule. Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule I For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts and II. See instructions for determining a contributor's total contributions. Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and that checked Schedule A (Form 990 or Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or (2) 2% of the amount on Form 990, Part line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (1 O) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year D- Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule (Form 990, 990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line of its Form 990-EZ or on its Form 990-PF, Part line 2, to certify that it doesn't meet the filing requirements of Schedule (Form 990, 990-EZ, or 990-PF). LHA For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF. Schedule (Form 990, 990-EZ, or 990-PF) (2017) 723451 11-01-17 Schedule {Form 990. HBO-EC. or 990-PF) (2017') Name of organization THE BUSINESS INC. Page 2 Employer identification number 2347236607 Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. No. lb) Name, address, and ZIP 4 (C) Total contributions Type of contribution 155,000. Person Payroll El Noncash (Complete Part II for noncash contributions.) No. (ID) Name, address, and ZIP 4 (0) Total contributions Type of contribution Person El Payroll Noncash (Complete Part II for noncash contributions.) No. (bl Name, address, and ZIP 4 (0) Total contributions Type of contribution Person I: Payroll El Noncash (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 (0) Total contributions Type of contribution Person l:l Payroll Noncash (Complete Part II for noncash contributions.) No. Name, address. and ZIP 4 (C) Total contributions Type of contribution Person l:l Payroll Noncash (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 (0) Total contributions Type of contribution Person I: Payroll Noncash (Complete Part II for noncash contributions.) 723452 11-01-17 Schedule (Form 990, 990-EZ, or 990-PF) (2017) Schedule {Farm 990. BED-E2. or (2017) Name of organization Page 3 Employer identification number THE BUSINESS ROUNDTABLEI INC . 23?7236607 Part II Noncash Property (see instructions). Use duplicate copies of Part if additional space is needed. No. . FMV (or estimate) . from Description of noncash property given . . Date recerved Part I (See No. I . . FMV (or estimate) . from Description of noncash property given . . Date recerved Part I (See Instructions.) . 0 . FMV (or estimate) from Description of noncash property given . . Date recerved Part I (See Instructlons.) . . FMV (or estimate) . from Description of noncash property given . . Date recerved Part (See Instructions.) (C) . . FMV (or estimate) from of noncash property given . . Date recerved Part I (See InstructionsFMV (or estimate) from Description of noncash property given . . Date recerved Part I (See Instructions.) 723453 11?01-17 Schedule (Form 990, 990-EZ, or [201?) Schedule (Form 990. 990E. or {2017) Page 4 Name of organization Employer identification number THE BUSINESS ROUNDTABLE, INCPart Ill?I Exclusively religious, charitable, etc, contributions to organizations described in'soctron til]. or {10) that total more than $1,000 for the year from any one contributor. Complete columns through and the foilowrng line entry. For organizations completing Part enter the total of exclusively religious, charitable. etc . contributions of $1.000 or less for the year. (Enter [his inlo once.) Use duplicate copies of Part if additional space is needed. No. Purpose of gift Use of gift Description of how gift is held Transfer of gift Transferee's name. address, and ZIP 4 Relationship of transferor to transferee No. Purpose of gift (0) Use of gift Description of how gift is held a Transfer of gift Transferee's namel addrEss, and ZIP 4 Relationship of transferor to transferee No. Purpose of gift Use of gift Description of how gift is held Transfer of gift Transferee?s name, address, and ZIFI 4 Relationship of transferor to transferee No. Purpose of gift Use of gift Description of how gift is held a Transfer of gift Transferee?s name, address, and ZIP 4 Relationship of transferor to transferee 723454 11-01-17 Sohedule (Form 990, 990-EZ, or 990-PF) (2017) SCHEDULE Political Campaign and Lobbying Activities OMENO 1545-0047 (Form 990 or For Organizations Exempt From Income Tax Under section 501(0) and section 527 Complete if the organization is described below. Attach to Form 990 or Form 990-EZ. Open to Public Department of the Treasury . . Internal Flevenue Service Go to for Instructions and the latest Information. Inspection If the organization answered "Yes," on Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then 0 Section 501(c)(3) organizations: Complete Parts l-A and B. Do not complete Part l-C; 0 Section 501(0) (other than section 501(c)(3)) organizations: Complete Parts IA and below. Do not complete Part l-B. 0 Section 527 organizations: Complete Part l-A only. If the organization answered "Yes," on Form 990, Part IV, line 4, or Form Part VI, line 47 (Lobbying Activities), then 0 Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part ll-A. Do not complete Part 0 Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part Do not complete Part ll-A. If the organization answered "Yes," on Form 990, Part IV, line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 350 (Proxy Tax) (see separate instructions), then Saction 501(c)(4), (5). or (B) organizations: Complete Part Name of organization Employer identification number THE BUSINESS ROUNDTABLE, INC. 23?7236607 Part l-A Complete if the organization is exempt under section 501(0) or is a section 5 7 organization. 1 Provide a description of the organization's direct and indirect political campaign activities in Part IV. 2 Political campaign activity expenditures 25,000. 3 Volunteer hours for political campaign activities 0 - I Part l?Bl Complete if the organization is exempt under section 501(c)(3). 1 Enterthe amount of any excise tax incurred by the organization under section 4955 .. . 2 Enterthe amount of any excise tax incurred by organization managers under section 4955 3 lfthe organization incurred asection 4955 tax, did it file Form 4720 forthis year? .. .. Yes No 4a Wasacorrection made? I_i Yes No If "Yes describe in Part IV. a - omp a Si organization is exempt un er section excep section 3 1 Enter the amount directly expended by the filing organization for section 527 exempt function activities 2 Enter the amount of the filing organization's funds contributed to other organizations for section 527 exemptfunction activities .. .. .. . .. 25.000- 3 Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, inei7b . .. .. SB 25-000- 4 Did thefiling organization file Form 1120-POL for this year? Yes No 5 Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made payments. For each organization listed, enter the amount paid from the filing organization's funds. Also enter the amount of political contributions received that were and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV. Name Address EIN Amount paid from Amount of political filing organization's contributions received and funds. If none, enter -0-. and directly delivered to a separate political organization. If none, enter -0-. REPUBLICAN GOVERNORS ASSOCIATION WASHINGTON, DC 20006 11?3655877 25,000. 0. For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule (Form 990 or 990-EZ) 2017 LHA SEE PART IV FOR CONTINUATION 732041 11-09-17 Schedule (Form 990 or 990-EZ) 2017 THE BUSINESS ROUNDTABLE, INC. 23?7236607 Page 2 Part ll-A Complete if the organization 15 exempt under section 501(c)(3) and ?led Form 5768 {election under section 501 A Check 1:1 if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures). 8 Check 5? f: if the filing organization checked boxA and "limited control" provisions apply. . . . . Filing Affiliated group Limits on Lobbying Expenditures organization's totals (The term "expenditures" means amounts paid or incurred.) totals Total lobbying expenditures to influence public opinion (grass roots lobbying) Total lobbying expenditures to influence a legislative body (direct lobbying) Total lobbying expenditures (add lines 1a and 1b) Other exempt purpose expenditures .. Total exempt purpose expenditures (add lines 10 and 1d) Lobbying nontaxable amount. Enter the amount from the following table in both columns. If the amount on line 1e1 column or lb) is: The lobbying nontaxable amount is: Not over $500,000 20% of the amount on line 1e. Over $500,000 but not over $1,000,000 $100.000 plus 15% of the excess over $500000. Over $1 .000.000 but not over $1 .500.000 $175,000 plus 10% of the excess over $1,000,000. Over $1.500.000 but not over $17,000.000 $225000 plus 5% of the excess over $1 500.000. Over $17.000.000 $1,000,000. Grassroots nontaxable amount (enter 25% of line if) Subtract line 19 from line 1a. If zero or less, enter -0- i Subtract line 1ffrom line 10. If zero or less, enter -0- .. .. . If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax forthis year? 1:1 Yes :1 No 4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.) Lobbying Expenditures During 4-Year Averaging Period (or in) 2014 2015 2016 2017 Total 2a Lobbying nontaxable amount Lobbying ceiling amount {150% of line 2a, columnien Total lobbying expenditures Grassroots nontaxable amount Grassroots ceiling amount {150% of line 2d. column {111)} Grassroots lobbying expenditures Schedule (Form 990 or 990-EZ) 2017 732042 1 1-09-17 Schedule (Form 990 or 2017 THE BUSINESS ROUNDTABLE INC . 23?7236607 Page 3 amp ete I organiza Ion is exempt un-er sectlon (election under section 501(h)). For each "Yes, response on lines 1a through 1i below, provide in Part lVa detailed description of the lobbying activity. Yes No Amount 1 During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of: Paid staff or management (include compensation in expenses reported on lines 10 through 1i)? Media advertisements? Mailings to members, legislators, or the public? Publications, or published or broadcast statements? Grants to other organizations for lobbying purposes? Direct contact with legislators, their staffs, government officials, or a legislative body? Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? i Other activities? .. i Total Add lines 10 through 1mI 2a Did the activities in line 1 cause the organization to be not described In section 501(c)(3)? . I If "Yes," enter the amount of any tax incurred under section 4912 If "Yes" enter the amount of any tax incurred by organization managers under section 4S12m lithe tiling organization Incurred a section 4912 tax. did it file Form 41?20 for this (rear? i -Complete if the organization is exempt under section 501 section 501(c)(5), or section 501 (3M6). Yes No 1 Were substantially all (90% or more) dues received nondeductible by members? 1 2 Did the organization make only In? house lobbying expenditures of $2,000 or less? .. 2 3 Did mechanization aqree to carryover lobb in and oIItIcal cam ai activlt ex enditures from the l'tOl ear? 3 -mplete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either BOTH Part Ill-A, lines 1 and 2, are answered OR Part Ill?A, line 3, is answered "Yes." 1 Dues, assessments and similar amounts from members Section 162(9) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid). a current year . .. .. 2a 271 3761853' Carryoverfrom last year .. .. .. .. .. .. 2b 4330:504- Total .. .. .. . . .. .. . .. . .. 20 25.145349- 3 Aggregate amount reported in section 6083(e)(1)(A) notices of nondeductible section 162(e) dues notices were sent and the amount on line 20 exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? 4 ?3 . 309 . 87'2- Taxable amount of lobbying and political excenditures {see instructions) 5 P?art IV Supplemental information Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part (affiliated group list); Part ll-A, lines 1 and 2 (see instructions); and Part line 1. Also, complete this part for any additional information. PART IPA, LINE 1: MEMBERSHIP IN GOVERNORS COUNCIL PART CONTINUATION: REPUBLICAN GOVERNORS ASSOCIATION 1747 AVE NW STE 250 DC 20005 Schedule (Form 990 or SSO-EZ) 2017 732043 11-09717 Schedule {Form 990 or BEG-E2) 2017 THE BUSINESS INC . 23?7236607 Page 4 LPart I Supplemental Information (cam-med) EIN: 11?3655877 COL (D) AMOUNT: 25000. COL (E) AMOUNT: 0. Schedule (Form 990 or 990-EZ) 2017 732044 11-09-17 - - oma . Isis-soar SCHEDULE Supplemental FInanCIal Statements (Form 990) Complete if the organization answered "Yes" on Form 990, 20 1 7 Part IV, line 6, 7,8,9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Department of the Treasury AttaCh to Form 990- Open t9 PUDIIC rial nnuanun Sorvma ?60 to for in_structjon5 and the latest information. Inspectlon Name of the organization Employer identification number THE BUSINESS ROUNDTABLE, INC. 2377236607 Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organizatlon answered "Yes" on Form 990, Part IV, line 6. Donor advised funds Funds and other accounts Total number at end of year Aggregate value of contributions to (during year) Aggregate value of grants from (during year) Aggregate value at end of year Did the organization inform all donors and donor advisors In writing that the assets held In donor advised funds are the organization' 5 property. subject to the organization' 3 exclusive legal control? 6 Did the organization inform all grantees, donors, and donor advisers in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefitPart I Conservatlon Easements- Complete if the organization answered "Yes on Form Part IV. line. 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use recreation or education) i:i Preservation of a historically important land area I: Protection of natural habitat i:i Preservation of a certified historic structure El Preservation of open space 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form the tax year. Total number of conservation easements Total acreage restricted by conservation easements Number of conservation easements on a certified historic structure included in I a) Number of conservation easements included in acquired after 7/25/06, and not on a historic structure listed in the National Register 2d 3 Number of conservation easements modified, transferred, released, extinguished. or terminated by the organization during the tax year 4 Number of states where property subject to conservation easement is located 5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? i:i Yes No 6 Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 7 Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section and section 170th)(4)(B)(iiPart describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for 2a 2b 2c 0.059 conservation easements. -Part Organizations Maintaining Collections of Art, Historical Treasures, or {?ler Similar Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 8. 1a If the organization elected, as permitted under SFAS 116 (A80 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part the text of the footnote to its financial statements that describes these items. If the organization elected, as permitted under SFAS 116 (A80 958), to report in its revenue statement and balance sheet works of art, historical treasures. or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: Revenue included on Form 990, Part line 1 (ii) Assets included in Form 990, Part . 2 If the organization received or held works of art, historical treasures or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (A80 958) relating to these items: a Fievenueineluded on Form 990 Part linet Assets Included in Form 990. PartX . ., .. . . . . . .. LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2017 732051 10-09-17 Schedule (Form 999} 201 3; THE BUSINESS ROUNDTABLE INC . Part I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets r?continuedl 3 Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): a Public exhibition Loan or exchange programs Scholarly research Other 0 Preservation for future generations 4 Provide a description of the organization?s collections and explain how they further the organization's exempt purpose in Part 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as nart of the or anization?s collection? Yes No Escrow and CUStOdial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 13 Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990. Part Yes No If "Yes," explain the arrangement in Part and complete the following table: Amount Beginning balance . Additions during the year . Distributions during the year Ending balance 2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? Yes I: No If "Yes ex lain the arrangement in Part Check here if the explanation has been provided on Part . .. . Part I EHdOWl?nent Complete if the organization answered "Yes" on Form 990, Part lV, line 10. Current year Prior year Two years back Three years back Four years back 1a Beginning of year balance Contributions Net investment earnings, gains, and losses Grants or scholarships Other expenditures for facilities and programs year balance 2 Provide the estimated percentage of the current year end balance (line 1g, column held as: a Board designated or quasi-endowment Permanent endowment I Temporarily restricted endowment The percentages on lines 2a, 2b, and 2c should equal 100%. 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: unrelated organizations . . (ii) related organizations If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule .. 4 Descr be in Part the intended us_es of the organization's endowment funds. I Part VI Land, Buildings, and Equipment. Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property Cost or other Cost or other Accumulated Book value basis (investment) basis (other) depreciation 1a Land Buildings .. . .. .. . Leasehold improvements Equipment Other Total. Add [Incas 1a through 'Ie. i?il?t Sign E?ii ?l'i'ir? I 0' Schedule (Form 990) 2017 732052 10-09-17 Schedule [3 (Form 99012317 THE BUSINESS ROUNDTABLE INC . 2377236607 Page 3 I Part Vll Investments - Other Securities. Co ete if the or answered "Yes" on Form 990. Part IV. line 11b. See Form 990. Part X, line 12. Description of security or category (including name of security) Book value Method of valuation: Cost or end-of?year market value (1) Financial derivatives (2) Closely?held equity interests (3) Other Investments - Program Related. if the anization answered as" no 11 Description of investment Book value (0) Method of valuation: Cost or end-of-year market value Corn if the ization answered "Yes" on Form 990 Part IV line 11d. See Form Part line 15. Description Book value a itles. if the answered "Yes" on Form 990. Part IV. line ?lie or 11f. See Form 990 Part X. line 25. Description of liability Book value Federal income taxes Total. 2. Liability for uncertain tax positions. In Part provide the text of the footnote to the organization's financial statements that reports the orqanization?s liability [or uncertain tax positions under FIN 48 (ASE F40). Check here It the text of the footnote has been provided in Part I I Schedule (Form 990) 2017 732053 10-09-17 Schedule-D Forn199012?17 BUSINESS ROUNDTABLEI INC. 23?7236607 Paqe4 Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered "Yes" on Form 990, Part IV. line 12a. 1 Total revenue, gains, and other support per audited financial statements I . .. 1 42.755.253. 2 Amounts included on line but not on Form 990, Part line 12: a Net unrealized gains (losses) on investments 2a Donated services and use offacilities 2b Recoveries of prior year grants 20 Other (Describe in Pa"1 .. .. 2d Add lines 2athr0ugh 2d 2e 0- 3 Subtract line 2e from ine1 .. 3 42,756,253. 4 Amounts included on Form 990, Part line 12, but not on line 1: a Investment expenses not included on Form 990, Part line Other (Describe in Part 4b 0 Add lines Total revenue. Add lines Sand 4c. -. . um Part! line 12J i .. 5 42:756n253' Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. 1 Total expenses and losses per audited financial statements II II 1 49,257,729- 2 Amounts included on line but not on Form 990, Part IX, line 25: Donated services and use offacilities II II 2a Prioryearadiustments .. 2b Other losses . 26 Other (Describe in PartXIIl.) . .. .. 2d Add lines 2a through 2d 2e 0- 3 Subtract line 2efrom ine1 . .. 3 49.281729. 4 Amounts included on Form 990, Part IX, line 25, but not on line 1: Investment expenses not included on Form 990, Part line 7b 4a 00.050) OtherIDescribe in Part .. . 4b 0 Add lines Total amenses. Add lines 3 and (mm mnst??na??729- I Part Supplemental Information. Provide the descriptions required for Part II, lines 3, 5. and 9; Part lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. PART X: LINE 2: THE BUSINESS ROUNDTABLE IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION AS AN ENTITY DESCRIBED IN SECTION OF THE INTERNAL REVENUE EXCEPT FOR TAXES ON UNRELATED BUSINESS INCOME. DURING THE YEAR ENDED DECEMBER 31, 2017I THE BUSINESS ROUNDTABLE HAD NO NET UNRELATED BUSINESS INCOME. MANAGEMENT EVALUATED THE TAX POSITION AND CONCLUDED THAT THE BUSINESS ROUNDTABLE HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENT. 732054 10-09-17 Schedule (Form 990) 2017 Schedule {Form 99012017; THE BUSINESS ROUNDTABLE. INC . 23?7 236 607 Page 5 Part I Supplemental Information (con?mwj Schedule (Form 990) 2017 732055 10?09?17 SCHEDULEI Grants and Other Assistance to Organizations, 0MB 1545-0047 990? Governments, and Individuals in the United States 2017 Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22. Department of the Treasury Attach to Form 990. Open to Public Revenue service I Go to for the latest information. inspection Name of the organization Employer identification number THE BUSINESS ROUNDTABLE INC, 23? 723 6 607 Part! I General Information on Grants and Assistance 1 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteriausedto award the grantsorassistance? IE Yes I: No 2 Describe" In Part IV the or: anization' nrocedures for monilo?na the us_e of grant funds In the United States Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered ?Yes" on Form 990, Part IV. line 21, for any recipient that received more than $5,000. Part ll can be duplicated if additional space is needed. 1 Name and address of organization EIN IRC section Amount of Amount of valuation (book or government (if applicable) cash grant non-cash FMV a raisall assistance ?Ot?gr) (0 Method 0f (9) Description of Purpose Of grant noncash assistance or assistance BOYS GIRLS CLUBS OF AMERICA 1707 NW SUITE 670 WASHINGTON, DC 20036 13?5562976 6,875. 0. GENERAL SUPPORT AMERICAN ACTION FORUM 1747 AVE, NW DC 20006 27?0567765 50,000, 0_ GENERAL SUPPORT AMERICAN ACTION NETWORK 1747 AVE, NW WASHINGTON, DC 20006 27?0730508 6,000,000. 0. GENERAL SUPPORT FARMERS FOR FREE TRADE PO BOX 837 BILLINGS MT 59103 37?1866303 150,000, 0. GENERAL SUPPORT NATIONAL TAXPAYERS UNION 25 MASSACHUSETTS AVE, NW #140 WASHINGTON, DC 20001 52?1009116 1,000,000. 0, GENERAL SUPPORT 2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table 3 Entertotal number ofotheror anizations listed in the ine1 ta_b e +m ., .. .. 3- LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2017) 732101 11-01-17 Schedule Farm 990} (20171 THE BUSINESS RDMTEBLE, THC. 23?7236607 Part Pace 2 Grants and Other Assistance to Domestic Individuals. Complete if the organization answered 'Yes? on Form 990. Part IV. line 22. Part can be duplicated if additional space is needed. Type of grant or assistance Number of Amount of Amount of non- Method of valuation Description of noncash assistance recipients cash grant cash assistance FMV. appraisal, other) Part IV I Supplemental Information. Provide the information required in Part 1. line 2: Part cclurnn lb]; and any other additional information. PART 1, LINE 2: THE BUSINESS ROUNDTABLE REVIEWS ALL REQUESTS FOR GRANTS OR ASSISTANCE. SELECTION CRITERIA IS CONSISTENT WITH POLICY PRIORITIES OF THE BUSINESS ROUNDTABLE. 732102 11-01-17 Schedule I (Form 990) (2017) SCHEDULE Compensation Information ovavo 1545-0047 (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered "Yes" on Form 990, Part IV, line 23. Department of the Treasury >AttaCh to Form 990- Open to P.Ublic Internal Revenue Service 2 Go to for instructions and the latest information. InspectIon Name of the organization Employer identification number THE BUSINESS INC. 23?7236607 Part I Questions Regarding Compensation Yes No 1a Check the appropriate box(es) if the organization provided any of the following to or for a person listed on Form 990, Part VII, Section A, line ?la. Complete Part to provide any relevant information regarding these items. IE First-class or charter travel Housing allowance or residence for personal use Travel for companions Payments for business use of personal residence Tax indemnification and gross-up payments '21 Health or social club dues or initiation fees Discretionary spending account Personal services (such as, maid, chauffeur, chef) If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If complete Part to explain 1b 2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors, trustees, and officers, including the CEO/Executive Director, regarding the items checked on line 1aIndicate which, if any, of the following the filing organization used to establish the compensation of the organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part Compensation committee I: Written employment contract Independent compensation consultant El Compensation survey or study Form 990 of other organizations El Approval by the board or compensation committee 4 During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization: a Receive aseverance payment or change-of?control paymentParticipate in, or receive payment from asupplemental nonqualified retirement planParticipate In, or receive payment from an equity- based compensation arrangement"Yes" to any of lines 4a- list the persons and provide the applicable amounts for each item in ?Part .ll Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9. 5 For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the revenues of: a TheorganizationAny related organization"Yes" on line 5a or 5b, describe In Part 6 For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the net earnings of: a Theorganization? .. .. .. . 6a Any related organIzation"Yes" on line 6a or 6b, describe In Part Ill? 7 For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed payments not described on lines 5 and 6? If "Yes," describe In Part .. .. I 7 8 Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described In Regulations section 53.4958-4( aS)( If "Yes," describe In Part "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations sectior153.495 86(0)? 9 LHA For Paperwork Reduction Act Notice, see the Instructlons for Form 990. Schedule (Form 990) 2017 732111 10-17-17 SchedmedfFonn9901201? THE BUSINESS ROUNDTABLEJ INC. 23?7236607 Paqe2 I Part II I Officers, Directors, Trustees, Key Employees. and Highest Compensated Employees. Use duplicate copies if additional space is needed. For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row 0) and from related organizations, described in the on row Do not list any individuals that aren?t listed on Form 990, Part VII. Note: The sum of columns for each listed individual must equal the total amount of Form 990, Part VII, Section A, line ?Ia, applicable column (D) and (E) amounts for that individual. (B) Breakdown of W-2 and/or 1099-MISC compensation (0) Retirement and (D) Nontaxable (E) Total of columns (F) Compensation other deferred benefits in column (B) compensation reported as deferred on prior Form 990 Base (ii) Bonus Other compensation incentive reportable compensation compensation (A) Name and Title (1) JOSHUA B. BOLTEN 1,693,464. 50,000. 5,066, 54.563, 36,486, 1,839,579. PRESIDENT CEO ?(2) AIMEE J. BRENNAN a, 181,500. 50,000. 1,845. 45,900. 33,992. 313,237. TREASURER (ii(3) ELIZABETH S. DOUGHERTY 151,949. 0. 1,167. 0. 21,289. 174,405, SECRETARY ?(4) JOHN M. ENGLER (a 171,666. 1,056,000, 2,397,403. 38,557. 5,879, 3,669.505. PRESIDENT THRU 01/2017 ?(5) JESSICA L. BOULANGER 418,664, 142,800. 2,463. 21,304. 34,293. 619,524. SENIOR VICE PRESIDENT (ii(6) MARIAN E. HOPKINS (3 165,364. 164,800, 596,250. 289,751. 6,452. 1,222,617. SENIOR VICE PRESIDENT 0. 0. 0* O. 0. 0. (7) WILLIAM C. MILLER, JR. (0 742,450. 350,000. 6,465. 77,856. 41,764. 1,218,535. SENIOR VICE PRESIDENT (ii(8) MARCUS C. PEACOCK (3 538,904, 0. 2,753. 54,261. 2,437. 598,355. EXECUTIVE VICE PRESIDENT ?(9) LEANNE G. WILSON (n 486,190. 189,200. 4,245, 103,050. 25,895. 808,580. SENIOR VICE PRESIDENT (iiSchedule (Form 990) 2017 732112 10-17-17 Schedule {Form 99m 2131 THE BUSINESS ROUNDTAIBLE, INC. 23?7236607 Page 3 I Part Ill I Supplemental Information Provide the information, explanation, or descriptions required for Part I, lines 1aand for Part II. Also complete this part for any additional information. PART I. LINE 1A: ALL BUSINESS ROUNDTABLE EMPLOYEES ARE PERMITTED TO TRAVEL FIRST CLASS PROVIDED THE FLIGHT IS OVER TWO AND ONE HALF HOURS. ANY EXCEPTIONS TO THIS POLICY MUST BE APPROVED IN ADVANCE BY THE PRESIDENT CEO. THE BUSINESS ROUNDTABLE DOES PAY SOCIAL DUES FOR ITS OFFICERS, EXECUTIVE VICE PRESIDENT. AND SENIOR VICE PRESIDENTS. ANY PERSONAL USE OF THE SOCIAL CLUBS BY THESE EMPLOYEES ARE TREATED AS TAXABLE INCOME. PART Ir LINE 4A: DURING 2017r JOHN M. ENGLER RECEIVED A SEVERANCE PAYMENT OF $2r103r440 AND MARIAN E. HOPKINS RECEIVED A SEVERANCE PAYMENT OF $594,104. Schedule (Form 990) 2017 732113 10-17-17 0MB . 1545?004? SCHEDULE 0 Supplemental Information to Form 990 or (Form 990 or Complete to provide information for responses to specific questions on 2 1 7 Form 990 or 990-EZ or to provide any additional information. Department oflhe Treasury Attach to Form 990 or 990-EZ. Open to Public Internal ?avenue Same Go to for the latest information. Inspection Name of the organization THE BUSINESS ROUNDTABLE, INC. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE BUSINESS MISSION IS TO ADVOCATE POLICIES THAT PROMOTE U.S. INVESTMENTI A WORLD-CLASS WORKFORCE AND A DYNAMIC, GROWING ECONOMY. DRAWING ON THE EXPERTISE OF ITS CEO MEMBERS, THE BUSINESS Employer identification number 2377236607 ROUNDTABLE WORKS WITH ELECTED LEADERS AND REPRESENTATIVES OF EMPLOYERS AND EMPLOYEES TO FOSTER AN ECONOMIC ENVIRONMENT THAT BENEFITS ALL THE AMERICAN PEOPLE. FORM 990, PART VI, SECTION A, LINE 2: DUE TO THE SIZE AND DIVERSITY OF THE MEMBERS OF THE BUSINESS ROUNDTABLE, WE ASSUME THAT DIRECTORS MAY HAVE FAMILY BUSINESS RELATIONSHIPS WITH OTHER DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6: BUSINESS ROUNDTABLE IS AN ASSOCIATION OF CHIEF EXECUTIVE OFFICERS. THE CHIEF EXECUTIVE OFFICER IS THE MEMBER, AND REPRESENTS THE COMPANY. FORM 990, PART VI, SECTION A, LINE 7A: THE MEMBERS OF BUSINESS ROUNDTABLE ELECT A CHAIRMAN AND THE VICE CHAIRS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 113: BUSINESS FORM 990 IS PREPARED BY AN INDEPENDENT PROFESSIONAL SERVICES FIRM AND REVIEWED BY SENIOR MANAGEMENT BEFORE IT IS FILED WITH THE IRS. LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 732211 09-0??17 Schedule 0 (Form 990 or 990-EZ) (2017) Scheduie 0 [Farm 990 or 1201?} Name of the organization THE BUSINESS INC. FORM 990r PART VI, SECTION B, LINE 12C: THE BUSINESS ROUNDTABLE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. DURING THE ANNUAL BUDGET PROCESSI ALL VENDORS ARE REVIEWED BY ALL ALLOWING ANY CONFLICTS OF INTEREST TO BE DISCOVERED: DISCLOSED AND RESOLVED. Page 2 Employer identification number CONFLICTS OF INTEREST ARISE, THE CONFLICTED IS RECUSED FROM DECISION APPROVAL RELATING TO THE SPECIFIC FORM 990F PART SECTION B, LINE 15A: THE PROCESS FOR DETERMINING THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL (PRESIDENT CEO) INCLUDES AN INDEPENDENT REVIEW AND APPROVAL BASED ON PERFORMANCE AND COMPARABLILITY DATA. COMPENSATION DECISIONS APPROVED BY THE CHAIR ARE ALSO REVIEWED BY THE BOARD OF DIRECTORS (GOVERNING BODY) ON AN ANNUAL BASIS. THE BUSINESS ROUNDTABLE PARTICIPATES AND RECEIVES AN ANNUAL CEO COMPENSATION AND BENEFITS SURVEY WITH COMPARABILITY DATA. FORM 990, PART VI. SECTION 0, LINE 19: BUSINESS ROUNDTABLE MAKES ITS FINANCIAL STATEMENTS (FORM 990) AVAILABLE UPON WRITTEN REQUEST TO THE PUBLIC. BUSINESS ARTICLES OF INCORPORATION AND CONFLICT OF INTEREST POLICY ARE NOT PUBLICLY AVAILABLE. FORM 990. PART LINE 1' ACCOUNTING METHOD: THE BUSINESS ROUNDTABLE USES MODIFIED CASH BASIS. 732212 09-07-17 Schedule 0 (Form 990 or 990-EZ) (2017) Form 8868 Application for Automatic Extension of Time To File an January 2017) Exempt Organization Return File a separate application for each return. Department of the Treasury . Internal Revenue Service Information about Form 8868 and its Instructions Is at . OMB No. 1545-1709 Electronic filing You can electronically file Form 8868 to request a 6-month automatic extension of time to file any of the forms listed below with the exception of Form 8870, Information Return for Transfers Associated With Certain Personal Benefit Contracts, for which an extension request must be sent to the IRS in paper format (see instructions). For more details on the electronic filing of this form. visit click on Charities Non-Profits. and click on 9.1779 for Cha?tfes and Non?Profjt5_ Automatic B-Enth Extension of Time. Only submit original (no copies needed). All corporations required to file an income tax return other than Form 990-T (including 1120-0 filers). partnerships. REMICs. and trusts must use Form 7004 to request an extension of time to file income tax returns. Enter filer?s identifying number Type or Name of exempt organization or other filer. see instructions. Employer identification number or print THE BUSINESS ROUNDTABLE, INC . 23?7236607 File by the . . due datefor Number. street. and room or surte no. if a PO. box, see Instructions. Socral security number (SSN) ?ling your 300 NEW JERSEY AVE NW, NO . 800 return. See . instructims City, town or post office, state. and ZIP code. For a foreign address. see instructions. WASHINGTON I DC 20 0 0 Enter the Return Code_for the Eur?m that this application is for (?le a separate application for each return) :7 I 0 I 1 Application Return Application Return Is For Code is For Code Form 990 or Form 990-EZ 01 Form 990-T (corporatiOn) 07 Form QED-BL 02 Form 1041-A 08_ Form 4720 {individual} 03 Form 4720 (other than individual) 09 Form BED-PF 04 Form 522? 10 Form 990-T (sec. 401 or nil-8(a) trust) 05 Form 6069 11 Form 990T (trust other than above) 06 Form earn 12 DEWEY WELCH The books are in the care of 300 NEW JERSEY AVENUE, NW, SUITE 800 WASHINGTON, DC 20001 Telephone No.) (202) 572?1250 Fax No. 0 If the organization does not have an office or place of business in the United States, check this box El 0 If this is for a Group Return. enter the organization's four digit Group Exemption Number (GEN) . If this is for the whole group. check this box 5 I: . If it is for part of the group. check this box El and attach a list with the names and Ele of all members the extension is for. 1 request an automatic 6-month extension of time until NOVEMBER 15 . 2018 to file the exempt organization return for the organization named above. The extension is for the organization?s return for: calendar year 2017 or I: tax year beginning . . and ending 2 If the tax year entered in line 1 is for less than 12 months, check reason: initial return El Final return :1 Change in accounting period 3a If this application is for Forms 990-BL. 990-PF. 990-T. 4720, or 6069, enter the tentative tax. less any nonrefundable credits. See instructionsthis application is for Forms 990-PF. 990-T. 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit. 3b . 0 - Balance due. Subtract line 3b from line 3a. Include your payment with this form, if required. by using (Electronic Federal Tax Payment System]. See 3c 0 - Caution: If you are going to make an electronic funds withdrawal (direct debit) with this Form 8868. see Form 8453-EO and Form 8879-EO for payment instructions. LHA For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8868 (Rev. 1-2017) 723841 04?0 1-17