TENNESSEE BUSINESS ROUNDTABLE

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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

1983

Legal Domicile

Principal Officer

PATRICK SHEEHY

Phone

6152555877

Tax Period

2023-01-01 to 2023-12-31

TENNESSEE BUSINESS ROUNDTABLE, founded in 1983, is a small nonprofit that reported $295K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

TO OPTIMIZE THE QUALITY OF LIFE AND WELLBEING OF ALL TENNESSEANS, THE ROUNDTABLE CONVENES BUSINESS LEADERS AND STRATEGIC THINKERS WHO DEVELOP, ADVOCATE FOR AND SEEK TO IMPLEMENT PUBLIC POLICIES AND BUSINESS DRIVEN INITIATIVES THAT ENHANCE OUR STATE'S VIBRANT ECONOMIC CLIMATE.

Program Service Accomplishments

Program 1

THE ROUNDTABLE EXECUTED FOUR QUARTERLY CONVENINGS OF ITS MEMBER EXECUTIVES - ONE EACH IN ALL THREE GRAND DIVISIONS OF THE STATE, PLUS A LUNCHEON ON CORPORATE CULTURE, A 40TH ANNIVERSARY CELEBRATION AND 2023 ANNUAL MEETING. ATTENDEES ENGAGED WITH STATE COMMISSIONERS AND LEGISLATIVE LEADERS AS WELL AS LOCAL GOVERNMENT, EDUCATION AND NONPROFIT LEADERS. KEY AREAS OF FOCUS INCLUDED HEALTH, TRANSPORTATION, PUBLIC SAFETY, EDUCATION, WORKFORCE DEVELOPMENT, AND ENERGY.

Program 2

THE ROUNDTABLE COMMUNICATED BUSINESS, POLICY, LEGAL, AND POLITICAL INFORMATION TO ITS MEMBER EXECUTIVES THROUGH MULTIPLE MEDIA, INCLUDING OVER 20 E-NEWSLETTERS, PLUS WEBINARS, BLOG POSTS, AND SOCIAL...

Program 3

THE ROUNDTABLE ADVOCATED WITH EXECUTIVE AND LEGISLATIVE STATE POLICYMAKERS IN FAVOR OF BUSINESS-FRIENDLY POLICIES IN THE AREAS OF SURFACE TRANSPORTATION, DATA PRIVACY, FINANCIAL LITERACY, PUBLIC...

THE ROUNDTABLE ADVOCATED WITH EXECUTIVE AND LEGISLATIVE STATE POLICYMAKERS IN FAVOR OF BUSINESS-FRIENDLY POLICIES IN THE AREAS OF SURFACE TRANSPORTATION, DATA PRIVACY, FINANCIAL LITERACY, PUBLIC SAFETY, K-12 LITERACY AND FEDERAL EDUCATION FUNDING, CHILD CARE, RURAL HEALTH, AND SOCIAL POLICIES AFFECTING TENNESSEE'S REPUTATION AND BUSINESS CLIMATE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $16,395

Program Service Revenue $278,681

Investment Income $206

Other Revenue $0

TOTAL REVENUE $295,282

Expense Breakdown

Grants Paid $0

Salaries & Benefits $208,794

Fundraising Expenses $0

Other Expenses $110,514

TOTAL EXPENSES $319,308

Year-over-Year Comparison

	2023	2022	Change
Revenue	$295,282	$234,051	+0.3%
Expenses	$319,308	$253,362	+0.3%
Net Income	$-24,026	$-19,311	+0.2%

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

$140,027

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARRELL MIKE	CHAIR	1.00	Officer Director	$0	$0	$0
MOLLENHOUR JORDAN	REGIONAL VP, EAST TN	0.25	Director	$0	$0	$0
MULLIGAN COLTON	AT-LARGE DIRECTOR	0.25	Director	$0	$0	$0
NORMAN KEITH	IMMEDIATE PAST CHAIR	0.50	Officer Director	$0	$0	$0
PICKLER DAVID	CHAIR-ELECT	0.50	Officer Director	$0	$0	$0
WILSON STEVE	REGIONAL VP, MIDDLE TN	0.25	Director	$0	$0	$0
WINTON DAKASHA	AT-LARGE DIRECTOR	0.25	Director	$0	$0	$0
HASKELL MATT	COMPET. COUNCIL CHAIR	0.25	Director	$0	$0	$0
ANNESS NANCY	HEALTH COUNCIL CHAIR	0.25	Director	$0	$0	$0
SNOW CHRIS	WKFCE. COUNCIL CHAIR	0.25	Director	$0	$0	$0
JETT M EDWARD	SECRETARY	0.50	Officer Director	$0	$0	$0
NASSAR NASSAR	REGIONAL VP, WEST TN	0.25	Director	$0	$0	$0
BLUE W A ZAN JR	GENERAL COUNSEL	0.50	Officer Director	$0	$0	$0
CAGLE CHUCK	EDUCATION COUNCIL CHAIR	0.25	Director	$0	$0	$0
SCHMITZ JIM	TREASURER	0.50	Officer Director	$0	$0	$0
SHEEHY PATRICK	PRESIDENT	40.00	Officer	$140,027	$0	$140,027

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	$295,282	$319,308	$65,645	$-24,026
2022	$234,051	$253,362	$77,322	$-19,311
2021	$226,993	$215,954	$99,422	$11,039
2020	$248,014	$229,361	$84,702	$18,653
2019	$260,136	$265,154	$67,030	$-5,018
2018	$264,639	$251,834	$53,310	$12,805