2024-10-31T09:31:35-05:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 30 BRAINTREE HL OFFICE PARK STE 300 BRAINTREE MA 02184 990 2023-01-01 042695705 MASSACHUSETTS BUSINESS ROUNDTABLE INC MASS 6177280881 40 COURT STREET 11TH FLOOR BOSTON MA 02108 JONDAVID CHESLOFF EXECUTIVE DIRECTOR 6177280881 2024-10-29 1 0 AMANDA ADAMS P00748038 7813562000 2024-10-29 2023 2024-10-15 13:58:12Z JONDAVID CHESLOFF 40 COURT STREET 11TH FLOOR BOSTON MA 02108 1180613 0 X WWW.MAROUNDTABLE.COM X 1979 MA MBR ENGAGES WITH PUBLIC AND PRIVATE LEADERS TO DEVELOP PUBLIC POLICY SOLUTIONS THAT ENHANCE MASSACHUSETTS' LONG-TERM COMPETITIVE POSITION AND MAKE IT A HIGHLY-DESIRABLE PLACE TO DO BUSINESS WITHIN A GLOBAL ECONOMY. 93 93 5 0 0 0 2500 0 1197357 1170441 2654 10172 0 0 1202511 1180613 0 0 0 0 988118 954856 0 0 0 138792 197167 1126910 1152023 75601 28590 1585971 1627721 519142 532302 1066829 1095419 X THE MISSION OF THE ROUNDTABLE IS TO MAKE MASSACHUSETTS THE MOST DESIRABLE PLACE TO LIVE, WORK AND DO BUSINESS BY ENGAGING PRIVATE SECTOR EXECUTIVES AND PUBLIC LEADERS TO ENSURE ACCESS TO A ROBUST, DIVERSE AND TALENTED WORKFORCE THAT ENHANCES THE COMMONWEALTH'S COMPETITIVENESS IN A GLOBAL ECONOMY. 0 0 MASSACHUSETTS BUSINESS ROUNDTABLE IS A MEMBER DRIVEN ORGANIZATION. AS SUCH, OUR LEGISLATIVE AND POLICY AGENDA IS DEVELOPED BASED UPON THE INTERESTS, IDEAS AND PASSIONS OF OUR MEMBERS AND DRIVEN THROUGH THE WORK OF OUR COMPETITIVENESS AND EXECUTIVE COMMITTEES. THESE COMMITTEES ARE COMPRISED OF INTERESTED MEMBERS WHO MEET TO DISCUSS THE ISSUES, ENGAGE WITH INDUSTRY EXPERTS, AND DEVELOP PRIORITIES TO INFLUENCE THE STATE'S PUBLIC POLICY AGENDA. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 5 1 0 0 0 0 0 0 0 0 X 93 93 0 0 0 0 1 1 1 1 1 0 0 0 1 0 0 0 0 1 0 0 X JONDAVID CHESLOFF 6177280881 40 COURT STREET 11TH FLOOR BOSTON MA 02108 LISA MURRAY CHAIR 1.00 X X 0 0 0 JOE PRESTON VICE CHAIR 1.00 X X 0 0 0 CATHY E MINEHAN VICE CHAIR 1.00 X X 0 0 0 DR ROBERT JOHNSON VICE CHAIR 1.00 X X 0 0 0 KATHERINE CRAVEN TREASURER 1.00 X X 0 0 0 COLLEEN RICHARDS POWELL COMPETITIVENESS COMMITTEE CHAIR 1.00 X X 0 0 0 JOHN BISSELL SECRETARY 1.00 X X 0 0 0 JANE STEINMETZ DIRECTOR 1.00 X X 0 0 0 C JEFFREY COOK ESQ DIRECTOR 1.00 X X 0 0 0 DR JOSEPH E AOUN DIRECTOR 1.00 X 0 0 0 RICK ASCROFT DIRECTOR 1.00 X 0 0 0 MAX BERGERON DIRECTOR 1.00 X 0 0 0 ANTHONY BOWLING DIRECTOR 1.00 X 0 0 0 BRENDA BURDICK DIRECTOR 1.00 X 0 0 0 DRBRENT CHRITE DIRECTOR 1.00 X 0 0 0 KELLIE CRANTZ DIRECTOR 1.00 X 0 0 0 PATTY DIORIO DIRECTOR 1.00 X 0 0 0 ELISSA FLYNN-POPPEY DIRECTOR 1.00 X 0 0 0 SEAN GALLIMORE DIRECTOR 1.00 X 0 0 0 SARAH ISELIN DIRECTOR 1.00 X 0 0 0 BREDAN JOYCE DIRECTOR 1.00 X 0 0 0 KEVIN KOPANON DIRECTOR 1.00 X 0 0 0 KRISTEN LEPORE DIRECTOR 1.00 X 0 0 0 JOHN MCLAUGHLIN DIRECTOR 1.00 X 0 0 0 ERIK MONTLACK DIRECTOR 1.00 X 0 0 0 DAVID MORALES DIRECTOR 1.00 X 0 0 0 CARL RUST DIRECTOR 1.00 X 0 0 0 JEFFREY TENGEL DIRECTOR 1.00 X 0 0 0 JUSTIN TRUDELL DIRECTOR 1.00 X 0 0 0 LISA WIELAND DIRECTOR 1.00 X 0 0 0 JON BERNSTEIN DIRECTOR 1.00 X 0 0 0 PATRICK BROPHY DIRECTOR 1.00 X 0 0 0 JOSEPH P CAMPANELLI DIRECTOR 1.00 X 0 0 0 JOHN CAPONE DIRECTOR 1.00 X 0 0 0 JENIFFER CARSON DIRECTOR 1.00 X 0 0 0 JOAN CHRISTEL DIRECTOR 1.00 X 0 0 0 DR KEVIN CHURCHWELL DIRECTOR 1.00 X 0 0 0 MARTHA COAKLEY DIRECTOR 1.00 X 0 0 0 ANTHONY CONSIGLI DIRECTOR 1.00 X 0 0 0 SHAUN CUSSON DIRECTOR 1.00 X 0 0 0 JAY DOHERTY DIRECTOR 1.00 X 0 0 0 JOHN DOUCETTE DIRECTOR 1.00 X 0 0 0 JAMES E DUCEY DIRECTOR 1.00 X 0 0 0 EDWARD DUGGER III DIRECTOR 1.00 X 0 0 0 KARAN DYSON DIRECTOR 1.00 X 0 0 0 JOHN EMRA DIRECTOR 1.00 X 0 0 0 GARY EVEE DIRECTOR 1.00 X 0 0 0 KATHLEEN FEDERICO DIRECTOR 1.00 X 0 0 0 PAUL FERRARO DIRECTOR 1.00 X 0 0 0 DR AISHA FRANCIS DIRECTOR 1.00 X 0 0 0 CHRISTINA FISHER DIRECTOR 1.00 X 0 0 0 ANDREW FRIENDLY DIRECTOR 1.00 X 0 0 0 KATHRYN GRADDY DIRECTOR 1.00 X 0 0 0 JOEL HARRINGTON DIRECTOR 1.00 X 0 0 0 CAIN A HAYES DIRECTOR 1.00 X 0 0 0 MARY ANNE HEINO DIRECTOR 1.00 X 0 0 0 KIP HOLLISTER DIRECTOR 1.00 X 0 0 0 JIM HUNT III DIRECTOR 1.00 X 0 0 0 CHARLES JACOBS DIRECTOR 1.00 X 0 0 0 KATIE JOYCE DIRECTOR 1.00 X 0 0 0 KAREN KALITA DIRECTOR 1.00 X 0 0 0 WILLIAM K KENNEDY DIRECTOR 1.00 X 0 0 0 CAROLYN KIRK DIRECTOR 1.00 X 0 0 0 DR RAYFORD KRUGER DIRECTOR 1.00 X 0 0 0 MALIA LAZU DIRECTOR 1.00 X 0 0 0 STEPHANIE LEE DIRECTOR 1.00 X 0 0 0 MICHAEL A LEE DIRECTOR 1.00 X 0 0 0 ADAM L'ITALIEN DIRECTOR 1.00 X 0 0 0 EUSTACIA REIDY MACNAUGHT DIRECTOR 1.00 X 0 0 0 JUSTIN MACNEIL DIRECTOR 1.00 X 0 0 0 DR ATYIA MARTIN DIRECTOR 1.00 X 0 0 0 MIKE MCCARTHY DIRECTOR 1.00 X 0 0 0 KEVIN MCGOVERN DIRECTOR 1.00 X 0 0 0 NITIN MHATRE DIRECTOR 1.00 X 0 0 0 JOSE ANTONIO MIRANDA SOTO DIRECTOR 1.00 X 0 0 0 DAVID NICHOLS DIRECTOR 1.00 X 0 0 0 JAMES O'LEARY DIRECTOR 1.00 X 0 0 0 LAURA PEABODY DIRECTOR 1.00 X 0 0 0 LUCY PEREZ DIRECTOR 1.00 X 0 0 0 PERRI PETRICCA DIRECTOR 1.00 X 0 0 0 MICHAEL PRENTISS DIRECTOR 1.00 X 0 0 0 DAN RIVERA DIRECTOR 1.00 X 0 0 0 ROBERT F RIVERS DIRECTOR 1.00 X 0 0 0 DARLENE M RODOWICZ DIRECTOR 1.00 X 0 0 0 KENNETH R ROSSANO DIRECTOR 1.00 X 0 0 0 JEFFREY SANCHEZ DIRECTOR 1.00 X 0 0 0 MITCHELL SCHMIDT DIRECTOR 1.00 X 0 0 0 ELIZABETH SCHWAB DIRECTOR 1.00 X 0 0 0 JESSE STANESA DIRECTOR 1.00 X 0 0 0 DR MARCELO SUAREZ-OROZCO DIRECTOR 1.00 X 0 0 0 SEIDU SUMANI DIRECTOR 1.00 X 0 0 0 FRANK SWEET DIRECTOR 1.00 X 0 0 0 JAMES M TIERNEY DIRECTOR 1.00 X 0 0 0 DEREK TOWNSEND DIRECTOR 1.00 X 0 0 0 JAMES VALLEE DIRECTOR 1.00 X 0 0 0 JONDAVID CHESLOFF PRESIDENT AND CEO 40.00 X 495639 0 77773 TONJA METTLACH EXECUTIVE VICE PRESIDENT 40.00 X 183178 0 36613 678817 0 114386 2 0 1 0 0 MEMBERSHIP DUES 900099 1155941 1155941 COALITION PARTICIPATIO 900099 14500 14500 1170441 10172 10172 1180613 1170441 0 10172 793203 94272 9078 19012 39291 31730 25870 53500 10360 3088 6242 3877 SPONSORSHIPS 56500 BAD DEBT 6000 1152023 104656 70789 1423790 1536149 7000 0 11393 11844 29181 20692 14731 8489 24401 450 1585971 1627721 36031 20352 459160 511950 23951 0 519142 532302 X 1066829 1092919 2500 1066829 1095419 1585971 1627721 28590 0 X 0 1 X 1 0 0 0 0 1155941 43937 43937 57797 -13860 24381 18253 6128 4800 2439 2361 8489 X 1180613 0 1180613 0 1180613 1152023 0 1152023 0 1152023 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC INCOME TAXES. THE TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS. X X X 0 0 0 JONDAVID CHESLOFF PRESIDENT AND CEO 393639 0 102000 0 0 0 40068 0 37705 0 573412 0 0 0 TONJA METTLACH EXECUTIVE VICE PRESIDENT 141178 0 42000 0 0 0 7708 0 28905 0 219791 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS SHALL BE INDIVIDUALS, ELECTED BY THE BOARD OF DIRECTORS, WHO SERVE AS THE PRINCIPAL OFFICERS (EXCEPT AS OTHERWISE EXPRESSLY APPROVED BY THE BOARD OF DIRECTORS) OF COMPANIES WHICH DO BUSINESS IN MASSACHUSETTS AND WHICH MEET SUCH OTHER CRITERIA AS MAY BE ESTABLISHED BY THE BOARD OF DIRECTORS. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE, WHICH MAY BE CAST IN PERSON OR BY PROXY, WITH RESPECT TO EACH MATTER VOTED ON BY THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND OFFICERS SHALL SERVE FOR TWO YEAR TERMS AND BE ELECTED AT EACH ANNUAL MEETING OF MEMBERS. EACH MEMBER SERVES ON THE BOARD OF DIRECTORS COTERMINUS WITH THEIR MEMBERSHIP IN THE ORGANIZATION. EXECUTIVE COMMITTEE AND OFFICERS VACANCIES OCCURRING FROM TIME TO TIME MAY BE FILLED BY A REMAINING EXECUTIVE COMMITTEE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B ONLY THE MEMBERS OF THE CORPORATION ARE PERMITTED TO AMEND SECTIONS 3.1 AND 7 OF THE BYLAWS. SECTION 3.1 DEFINES THE COMPOSITION OF THE BOARD AND THE MANNER OF ITS ELECTION. SECTION 7 EXPLAINS HOW THE BYLAWS MAY BE AMENDED. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE BEFORE FILING. A COPY OF THE FORM 990 IS THEN MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD. IN DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION, DATA FROM COMPARABLE ORGANIZATIONS IS COLLECTED FOR COMPARISON. FOR ALL OTHER EMPLOYEES, THE EXECUTIVE DIRECTOR PERFORMS A REVIEW AND SUBMITS IT TO THE EXECUTIVE COMMITTEE OF THE BOARD TO DETERMINE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.