THE CALIFORNIA 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

1976

Legal Domicile

Principal Officer

ROBERT LAPSLEY

Phone

9165534093

Tax Period

2023-01-01 to 2023-12-31

THE CALIFORNIA BUSINESS ROUNDTABLE, founded in 1976, is a mid-sized nonprofit that reported $15.7M in total revenue in fiscal year 2023. Expenses of $14.5M left a modest 8% surplus.

Mission

THE CALIFORNIA BUSINESS ROUNDTABLE IS A NON-PROFIT, NONPARTISAN ORGANIZATION COMPOSED OF CHIEF EXECUTIVE OFFICERS OF LEADING CALIFORNIA BUSINESSES. SINCE 1976, THE ROUNDTABLE HAS PROVIDED ESSENTIAL LEADERSHIP ON HIGH-PRIORITY PUBLIC POLICY ISSUES. THROUGH ITS "BIG PICTURE," PROACTIVE FOCUS ON KEY BUSINESS ISSUES, COMBINED WITH THE PRESTIGE AND INFLUENCE OF ITS MEMBERS, THE ROUNDTABLE IS A POWERFUL AND COMPELLING ADVOCATE FOR A STRONG ECONOMY AND A HEALTHY BUSINESS CLIMATE IN CALIFORNIA.

Program Service Accomplishments

Program 1

CALIFORNIA BUSINESS CLIMATE: ADVOCATED IN THE CALIFORNIA LEGISLATURE AND WITH KEY OPINION LEADERS THE IMPORTANCES OF A STRONG AND RESILIENT CALIFORNIA ECONOMY. TOOK POSITIONS ON LEGISLATION, SPOKE TO THE MEDIA, ISSUED PRESS RELEASES, AND INFORMED OUR MEMBERS OF POLICIES AND POLITICAL ACTIONS THAT WOULD AFFECT BUSINESSES' ABILITY TO GROW AND HIRE IN CALIFORNIA.

Program 2

AFFORDABILITY: SERVED AS A COUNTERBALANCE TO EFFORTS WITHIN THE LEGISLATURE THAT INCREASE COSTS ON WORKING CALIFORNIANS. FROM HOUSING TO HEALTHCARE NUMEROUS PROPOSALS WOULD HAVE PLACED EVEN HIGHER...

AFFORDABILITY: SERVED AS A COUNTERBALANCE TO EFFORTS WITHIN THE LEGISLATURE THAT INCREASE COSTS ON WORKING CALIFORNIANS. FROM HOUSING TO HEALTHCARE NUMEROUS PROPOSALS WOULD HAVE PLACED EVEN HIGHER COST BURDENS ON WORKING CALIFORNIANS. HIGHLIGHTED THE IMPORTANCE OF PREDICTABLE TAX POLICY.

Program 3

ENERGY AFFORDABILITY: CONTINUED TO BE A VOICE FOR AFFORDABILITY AND RELIABILITY WITH RESPECT TO CALIFORNIA ENERGY POLICIES THROUGH CARE COALITION LEADERSHIP.

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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 $14,038,601

Program Service Revenue $1,585,000

Investment Income $15,422

Other Revenue $13,032

TOTAL REVENUE $15,652,055

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,107,894

Fundraising Expenses $0

Other Expenses $13,361,024

TOTAL EXPENSES $14,468,918

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,652,055	$15,383,180	+0.0%
Expenses	$14,468,918	$16,265,339	-0.1%
Net Income	$1,183,137	$-882,159	-2.3%

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

N/A

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

$822,582

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHEYANNE COOK	DIRECTOR	1.00	Director	$0	$0	$0
TOM MCKERNAN	DIRECTOR	1.00	Director	$0	$0	$0
BRETT BITTEL	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE BERMAN	DIRECTOR	1.00	Director	$0	$0	$0
RICK CARUSO	DIRECTOR	1.00	Director	$0	$0	$0
MIKE VOMUND	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN KAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT CLEMMER	DIRECTOR	1.00	Director	$0	$0	$0
HANS NEIDIG	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS NOH	DIRECTOR	1.00	Director	$0	$0	$0
PAUL HERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KILROY	DIRECTOR	1.00	Director	$0	$0	$0
RON COHEN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN KONIG	DIRECTOR	1.00	Director	$0	$0	$0
CELIA HUBER	DIRECTOR	1.00	Director	$0	$0	$0
LUPE DE LA CRUZ	DIRECTOR	1.00	Director	$0	$0	$0
MARK ROSENTHAL	DIRECTOR	1.00	Director	$0	$0	$0
MITCH MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
DENISE HARDIN	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE MACRAE	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT FOLWARKOW	DIRECTOR	1.00	Director	$0	$0	$0
MIKE HAYDE	DIRECTOR	1.00	Director	$0	$0	$0
ROB LAPSLEY	PRESIDENT	39.00	Officer	$570,000	$21,363	$591,363
BROOKE ARMOUR	EXECUTIVE VICE PRESIDENT	39.00	Officer	$220,000	$11,219	$231,219

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	$15,652,055	$14,468,918	$3,314,512	$1,183,137
2022	$15,383,180	$16,265,339	$2,131,375	$-882,159
2021	$5,610,466	$4,725,255	$3,013,534	$885,211
2020	$52,868,224	$52,109,182	$2,128,323	$759,042
2019	$10,760,713	$10,132,337	$1,369,281	$628,376
2018	$6,409,035	$6,290,515	$740,905	$118,520