THE BUSINESS ROUNDTABLE INC (EIN 237236607) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

JOSHUA BOLTEN

Phone

2028721260

Tax Period

2024-01-01 to 2024-12-31

THE BUSINESS ROUNDTABLE INC, founded in 1972, is a mid-sized nonprofit in the Employment sector that reported $65.6M in total revenue in fiscal year 2024. Expenses of $63.2M left a modest 4% surplus.

Mission

THE BUSINESS ROUNDTABLE'S MISSION IS TO ADVOCATE POLICIES THAT PROMOTE U.S. INVESTMENT, A WORLD-CLASS 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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $62,850,000

Investment Income $2,672,960

Other Revenue $69,337

TOTAL REVENUE $65,592,297

Expense Breakdown

Grants Paid $2,608,376

Salaries & Benefits $28,997,618

Fundraising Expenses $0

Other Expenses $31,612,259

TOTAL EXPENSES $63,218,253

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,592,297	$64,517,137	+0.0%
Expenses	$63,218,253	$55,340,956	+0.1%
Net Income	$2,374,044	$9,176,181	-0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$6,162,630

Total Directors

$4,540,528

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHUCK ROBBINS	CHAIRMAN	0.00	Director	$0	$0	$0
STEPHEN J SQUERI	CHAIR, CORPORATE GOVERNANCE	0.00	Director	$0	$0	$0
SCOTT KIRBY	CHAIR, EDUCATION & WORKFORCE	0.00	Director	$0	$0	$0
JENNIFER RUMSEY	CHAIR, ENERGY & ENVIRONMENT	0.00	Director	$0	$0	$0
BLAKE MORET	CHAIR, HEALTH & RETIREMENT	0.00	Director	$0	$0	$0
TIM COOK	CHAIR, IMMIGRATION	0.00	Director	$0	$0	$0
RAJ SUBRAMANIAM	CHAIR, INFRASTRUCTURE	0.00	Director	$0	$0	$0
LYNN J GOOD	CHAIR, SMART REGULATION	0.00	Director	$0	$0	$0
JON R MOELLER	CHAIR, TAX & FISCAL POLICY	0.00	Director	$0	$0	$0
ADENA FRIEDMAN	CHAIR, TECHNOLOGY	0.00	Director	$0	$0	$0
JUDY MARKS	CHAIR, TRADE & INTERNATIONAL	0.00	Director	$0	$0	$0
MARY T BARRA	CHAIR, NOMINATING & MEMSHP	0.00	Director	$0	$0	$0
BRENDAN P BECHTEL	AT LARGE BOARD MEMBER	0.00	Director	$0	$0	$0
THASUNDA BROWN DUCKETT	AT LARGE BOARD MEMBER	0.00	Director	$0	$0	$0
JAMIE DIMON	AT LARGE BOARD MEMBER	0.00	Director	$0	$0	$0
BETH FORD	AT LARGE BOARD MEMBER	0.00	Director	$0	$0	$0
JANE FRASER	AT LARGE BOARD MEMBER	0.00	Director	$0	$0	$0
TRICIA GRIFFITH	AT LARGE BOARD MEMBER	0.00	Director	$0	$0	$0
RYAN LANCE	AT LARGE BOARD MEMBER	0.00	Director	$0	$0	$0
HAL LAWTON	AT LARGE BOARD MEMBER	0.00	Director	$0	$0	$0
DOUG MCMILLON	AT LARGE BOARD MEMBER	0.00	Director	$0	$0	$0
CHRISTOPHER J NASSETTA	AT LARGE BOARD MEMBER	0.00	Director	$0	$0	$0
GEORGE R OLIVER	AT LARGE BOARD MEMBER	0.00	Director	$0	$0	$0
DAVID A RICKS	AT LARGE BOARD MEMBER	0.00	Director	$0	$0	$0
ROBERT F SMITH	AT LARGE BOARD MEMBER	0.00	Director	$0	$0	$0
JOSHUA BOLTEN	CEO	40.00	Officer Director	$4,410,574	$129,954	$4,540,528
MICHAEL ANDREWS	TREASURER	40.00	Officer	$688,987	$103,127	$792,114
ELIZABETH DOUGHERTY	SECRETARY	40.00	Officer	$685,134	$144,854	$829,988
REBECCA HAMPSON	CHIEF OF STAFF	40.00	Highest	$635,590	$88,827	$724,417
DANE LINN	SENIOR VICE PRESIDENT	40.00	Highest	$634,105	$163,069	$797,174
MATTHEW MILLER	SENIOR VICE PRESIDENT	40.00	Highest	$737,752	$111,581	$849,333
KRISTEN SILVERBERG	PRESIDENT & COO	40.00	Highest	$2,402,784	$113,742	$2,516,526
MICHAEL STEEL	SENIOR VICE PRESIDENT	40.00	Highest	$770,722	$90,564	$861,286

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$65,592,297	$63,218,253	$50,178,043	$2,374,044
2023	$64,517,137	$55,340,956	$47,803,999	$9,176,181
2022	$63,475,755	$59,568,897	$38,627,818	$3,906,858
2021	$56,795,909	$59,394,625	$34,720,960	$-2,598,716
2020	$50,275,045	$44,861,274	$37,319,676	$5,413,771
2019	$47,637,114	$45,858,807	$31,905,905	$1,778,307
2018	$46,863,044	$47,784,004	$30,127,598	$-920,960
2016	$34,546,625	$32,433,081	$37,580,034	$2,113,544

THE BUSINESS ROUNDTABLE INC