OHIO BUSINESS ROUNDTABLE

EIN: 311359114

COLUMBUS, OH

Total Revenue
$3,575,928
Total Expenses
$3,299,078
Total Assets
$3,562,096
Net Assets
$3,562,096
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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
1992
Legal Domicile
OH
Principal Officer
PATRICK J TIBERI
Phone
6144691044
Tax Period
2023-01-01 to 2023-12-31

OHIO BUSINESS ROUNDTABLE, founded in 1992, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $3.3M left a modest 8% surplus.

Mission

TO HARNESS THE COLLECTIVE EXPERTISE OF OHIO'S CEOS TO ADVOCATE FOR POLICIES THAT IMPROVE OHIO'S ECONOMIC COMPETITIVENESS.

Program Service Accomplishments

Program 1

WORKING WITH THE OHIO GOVERNOR AND LEGISLATURE TO EDUCATE ON BEHALF OF OHIO'S BUSINESS COMMUNITY AND TO SUPPORT PUBLIC POLICY THAT IMPROVES OHIO'S BUSINESS CLIMATE AND JOB GROWTH.

Program 2

GROWING OUR MEMBERSHIP AND HOLDING MEMBERSHIP EVENTS TO MORE EFFECTIVELY CONNECT AND ENGAGE OHIO'S MAJOR EMPLOYERS, PROVIDING THEM OPPORTUNITIES TO DEMONSTRATE THOUGHT LEADERSHIP AND SHARE BEST...

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GROWING OUR MEMBERSHIP AND HOLDING MEMBERSHIP EVENTS TO MORE EFFECTIVELY CONNECT AND ENGAGE OHIO'S MAJOR EMPLOYERS, PROVIDING THEM OPPORTUNITIES TO DEMONSTRATE THOUGHT LEADERSHIP AND SHARE BEST PRACTICES.

Program 3

RESEARCHING, SUPPORTING AND ADVOCATING FOR PUBLIC AND PRIVATE INITIATIVES THAT ADDRESS ECONOMIC COMPETITIVENESS AND WORKFORCE DEVELOPMENT IN OHIO. IN 2023, WE LAUNCHED THE OHIO GRANTS ALLIANCE, A...

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RESEARCHING, SUPPORTING AND ADVOCATING FOR PUBLIC AND PRIVATE INITIATIVES THAT ADDRESS ECONOMIC COMPETITIVENESS AND WORKFORCE DEVELOPMENT IN OHIO. IN 2023, WE LAUNCHED THE OHIO GRANTS ALLIANCE, A COALITION EFFORT AIMED AT MAKING OHIO MORE COMPETITIVE IN WINNING FEDERAL GRANTS OPPORTUNITIES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $500,000
Program Service Revenue $3,028,871
Investment Income $47,057
Other Revenue $0
TOTAL REVENUE $3,575,928

Expense Breakdown

Grants Paid $17,053
Salaries & Benefits $2,425,507
Fundraising Expenses $0
Other Expenses $856,518
TOTAL EXPENSES $3,299,078

Year-over-Year Comparison

2023 2022 Change
Revenue $3,575,928 $4,203,884 -0.1%
Expenses $3,299,078 $2,721,172 +0.2%
Net Income $276,850 $1,482,712 -0.8%
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

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Governance

Voting Members
113
Independent Members
113
Employees
10
Volunteers
113

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
2
$1,308,728
Total Directors
113
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAULA OREILLY TRUSTEE 1.00
Director
$0 $0 $0
SCOTT BARBOUR TRUSTEE 1.00
Director
$0 $0 $0
MIKE AVOTINS TRUSTEE 1.00
Director
$0 $0 $0
CHRISTOPHER GESSNER TRUSTEE 1.00
Director
$0 $0 $0
LEIGH FOX TRUSTEE 1.00
Director
$0 $0 $0
LADAVIA DRANE TRUSTEE 1.00
Director
$0 $0 $0
JULIE SLOAT EXECUTIVE COMMITTEE 1.00
Director
$0 $0 $0
CARL LINDNER III TRUSTEE 1.00
Director
$0 $0 $0
BOB NELSON TRUSTEE 1.00
Director
$0 $0 $0
JANE PETERSON TRUSTEE 1.00
Director
$0 $0 $0
ALEX WRIGHT TRUSTEE 1.00
Director
$0 $0 $0
MOLLY KOCOUR BOYLE TRUSTEE 1.00
Director
$0 $0 $0
RICK HAINES TRUSTEE 1.00
Director
$0 $0 $0
PAUL SCHMIDT TRUSTEE 1.00
Director
$0 $0 $0
GINA BOSWELL TRUSTEE 1.00
Director
$0 $0 $0
LOU VON THAER TRUSTEE 1.00
Director
$0 $0 $0
RODNEY ROGERS TRUSTEE 1.00
Director
$0 $0 $0
RALPH ANDRETTA TRUSTEE 1.00
Director
$0 $0 $0
JIM FLYNN TRUSTEE 1.00
Director
$0 $0 $0
TOM WELSH TRUSTEE 1.00
Director
$0 $0 $0
JASON HOLLAR TRUSTEE 1.00
Director
$0 $0 $0
ERHARDT PREITAUER TRUSTEE 1.00
Director
$0 $0 $0
ERIC KALER PHD TRUSTEE 1.00
Director
$0 $0 $0
ROBERT C SMITH TRUSTEE 1.00
Director
$0 $0 $0
GARY UNDERWOOD TRUSTEE 1.00
Director
$0 $0 $0
GARY LINDGREN TRUSTEE 1.00
Director
$0 $0 $0
STEVE DAVIS MD TRUSTEE 1.00
Director
$0 $0 $0
STEVE JOHNSTON EXECUTIVE COMMITTEE 1.00
Director
$0 $0 $0
TODD SCHNEIDER TRUSTEE 1.00
Director
$0 $0 $0
TOMISLAV MIHALJEVIC MD TRUSTEE 1.00
Director
$0 $0 $0
KENNY MCDONALD TRUSTEE 1.00
Director
$0 $0 $0
GARY COOPER TRUSTEE 1.00
Director
$0 $0 $0
CHRISSY HAND TRUSTEE 1.00
Director
$0 $0 $0
TANNY CRANE EXECUTIVE COMMITTEE 1.00
Director
$0 $0 $0
TIM TEHAN TRUSTEE 1.00
Director
$0 $0 $0
DEBORAH FELDMAN TRUSTEE 1.00
Director
$0 $0 $0
MARK JOHNSON TRUSTEE 1.00
Director
$0 $0 $0
HEATHER BRILLIANT TRUSTEE 1.00
Director
$0 $0 $0
RAM RAJADHYAKSHA TRUSTEE 1.00
Director
$0 $0 $0
BRAD CAMPBELL TRUSTEE 1.00
Director
$0 $0 $0
JANE GROTE ABELL TRUSTEE 1.00
Director
$0 $0 $0
AMY SPILLER TRUSTEE 1.00
Director
$0 $0 $0
JIM SMITH TRUSTEE 1.00
Director
$0 $0 $0
T J OBROKTA JR TRUSTEE 1.00
Director
$0 $0 $0
TIM SPENCE TRUSTEE 1.00
Director
$0 $0 $0
PATRICK JAMES TRUSTEE 1.00
Director
$0 $0 $0
BRAD THRESS TRUSTEE 1.00
Director
$0 $0 $0
H LAWRENCE CULP JR TRUSTEE 1.00
Director
$0 $0 $0
SAMUEL MATTHEWS TRUSTEE 1.00
Director
$0 $0 $0
BAIJU SHAH TRUSTEE 1.00
Director
$0 $0 $0
OLE ROSGAARD TRUSTEE 1.00
Director
$0 $0 $0
CHRIS RAMMEL TRUSTEE 1.00
Director
$0 $0 $0
STEVE STEINOUR EXECUTIVE COMMITTEE 1.00
Director
$0 $0 $0
ANDREW BERENZWEIG TRUSTEE 1.00
Director
$0 $0 $0
CATHY STRAUSS TRUSTEE 1.00
Director
$0 $0 $0
SCOTT WHITE TRUSTEE 1.00
Director
$0 $0 $0
MARK SMUCKER EXECUTIVE COMMITTEE 1.00
Director
$0 $0 $0
JP NAUSEEF TRUSTEE 1.00
Director
$0 $0 $0
JOHN SAADA JR EXECUTIVE COMMITTEE 1.00
Director
$0 $0 $0
CORRINE BURGER TRUSTEE 1.00
Director
$0 $0 $0
CHRIS GORMAN EXECUTIVE COMMITTEE 1.00
Director
$0 $0 $0
BRETT BURGETT TRUSTEE 1.00
Director
$0 $0 $0
KIM ZAVISLAK TRUSTEE 1.00
Director
$0 $0 $0
CHRIS MAPES TRUSTEE 1.00
Director
$0 $0 $0
MICHAEL HENNIGAN EXECUTIVE COMMITTEE 1.00
Director
$0 $0 $0
SHAWN RILEY TRUSTEE 1.00
Director
$0 $0 $0
JOHN WARNER EXECUTIVE COMMITTEE 1.00
Director
$0 $0 $0
STEVE GLASS TRUSTEE 1.00
Director
$0 $0 $0
AIRICA STEED EDD TRUSTEE 1.00
Director
$0 $0 $0
BOB SCHOTTENSTEIN TRUSTEE 1.00
Director
$0 $0 $0
GREG CRAWFORD PHD TRUSTEE 1.00
Director
$0 $0 $0
ALEX JOHNSON TRUSTEE 1.00
Director
$0 $0 $0
KIRT WALKER TRUSTEE 1.00
Director
$0 $0 $0
TIM ROBINSON TRUSTEE 1.00
Director
$0 $0 $0
ADAM JOHNSON TRUSTEE 1.00
Director
$0 $0 $0
WILLIAM EBBING TRUSTEE 1.00
Director
$0 $0 $0
VINCE PARISI TRUSTEE 1.00
Director
$0 $0 $0
KRISTINA JOHNSON PHD TRUSTEE 1.00
Director
$0 $0 $0
JOHN J WARNER MD TRUSTEE 1.00
Director
$0 $0 $0
STEPHEN MARKOVICH MD TRUSTEE 1.00
Director
$0 $0 $0
BRIAN CHAMBERS EXECUTIVE COMMITTEE 1.00
Director
$0 $0 $0
ANDRES LOPEZ TRUSTEE 1.00
Director
$0 $0 $0
DOUGLAS J SIBILA TRUSTEE 1.00
Director
$0 $0 $0
ANGELA PHILLIPS TRUSTEE 1.00
Director
$0 $0 $0
MARY AUCH TRUSTEE 1.00
Director
$0 $0 $0
BOB TANNOUS TRUSTEE 1.00
Director
$0 $0 $0
MICHAEL RIORDAN TRUSTEE 1.00
Director
$0 $0 $0
JON MOELLER TRUSTEE 1.00
Director
$0 $0 $0
ARTURO POLIZZI TRUSTEE 1.00
Director
$0 $0 $0
KARA TROTT TRUSTEE 1.00
Director
$0 $0 $0
GEORGE LIMBERT TRUSTEE 1.00
Director
$0 $0 $0
FRANK SULLIVAN EXECUTIVE COMMITTEE 1.00
Director
$0 $0 $0
RENEE CACCHILLO TRUSTEE 1.00
Director
$0 $0 $0
EMMET OGARA TRUSTEE 1.00
Director
$0 $0 $0
JIM HAGEDORN TRUSTEE 1.00
Director
$0 $0 $0
TOM DILLON TRUSTEE 1.00
Director
$0 $0 $0
VISHAL SOIN EXECUTIVE COMMITTEE 1.00
Director
$0 $0 $0
TRACI MARTINEZ TRUSTEE 1.00
Director
$0 $0 $0
JANICA PIERCE TUCKER TRUSTEE 1.00
Director
$0 $0 $0
DAVID CIESINSKI TRUSTEE 1.00
Director
$0 $0 $0
KEN OAKS TRUSTEE 1.00
Director
$0 $0 $0
BRETT ROUBINEK TRUSTEE 1.00
Director
$0 $0 $0
CHRISTOPHER VINCZE TRUSTEE 1.00
Director
$0 $0 $0
KURT LEWIS TRUSTEE 1.00
Director
$0 $0 $0
CLIFF MEGERIAN MD TRUSTEE 1.00
Director
$0 $0 $0
NEVILLE PINTO PHD TRUSTEE 1.00
Director
$0 $0 $0
RICH JOHNSON TRUSTEE 1.00
Director
$0 $0 $0
MICHAEL MARTZ TRUSTEE 1.00
Director
$0 $0 $0
TODD PENEGOR TRUSTEE 1.00
Director
$0 $0 $0
JOHN BARRETT EXECUTIVE COMMITTEE 1.00
Director
$0 $0 $0
LISA INGRAM TRUSTEE 1.00
Director
$0 $0 $0
JEFFREY WODA TRUSTEE 1.00
Director
$0 $0 $0
ANDY ROSE TRUSTEE 1.00
Director
$0 $0 $0
PATRICK J TIBERI PRESIDENT AND CEO 40.00
Officer
$979,304 $54,531 $1,033,835
KRISTEN S FRISSORA EVP AND SECRETARY/TREASURER 40.00
Officer
$250,125 $24,768 $274,893
AVI A ZAFFINI SVP OF BUSINESS ENGAGEMENT AND STRATEGIC INITIATIV 40.00
Highest
$206,000 $30,636 $236,636
MICHAEL D MCLEAN EXECUTIVE DIRECTOR, OHIO GRANTS ALLIANCE 40.00
Highest
$165,000 $26,803 $191,803
NANCY L SHAVER DIR OF OPERATIONS 40.00
Highest
$118,167 $12,311 $130,478
ALEXANDRA DENNEY VP OF COMMS AND GR 40.00
Highest
$117,000 $11,604 $128,604
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 No data No data No data No data
2023 $3,575,928 $3,299,078 $3,562,096 $276,850
2022 $4,203,884 $2,721,172 $3,235,804 $1,482,712
2021 $2,458,979 $2,480,562 $1,753,092 $-21,583
2020 $3,483,196 $2,496,787 $1,774,675 $986,409
2019 $2,388,996 $2,099,918 $788,266 $289,078
2018 $2,003,159 $1,682,608 $499,188 $320,551
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