2025-11-17T14:43:43-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 30 BRAINTREE HL OFFICE PARK STE 300 BRAINTREE MA 02184 990 2024-01-01 042695705 MASSACHUSETTS BUSINESS ROUNDTABLE INC MASS 6177280881 40 COURT STREET 11TH FLOOR BOSTON MA 02108 JONDAVID CHESLOFF PRESIDENT AND CEO 6177280881 2025-11-17 1 1 AMANDA ADAMS P00748038 7813562000 2025-11-17 2024 2025-03-06 01:10:19Z JONDAVID CHESLOFF 40 COURT STREET 11TH FLOOR BOSTON MA 02108 1239060 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. 94 94 4 0 0 0 0 5000 1170441 1198426 10172 35634 0 0 1180613 1239060 0 0 0 0 954856 1066126 0 0 0 197167 246418 1152023 1312544 28590 -73484 1627721 1727657 532302 705722 1095419 1021935 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 1 0 1 0 0 0 0 0 1 0 0 0 1 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 4 1 0 0 0 0 0 0 0 0 X 94 94 0 0 1 0 0 0 0 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 JOHN BISSELL SECRETARY 1.00 X X 0 0 0 COLLEEN RICHARDS POWELL COMPETITIVENESS COMMITTEE CHAIR 1.00 X X 0 0 0 JOSEPH P CAMPANELLI PAST CHAIR 1.00 X 0 0 0 BOB RIVERS PAST CHAIR 1.00 X 0 0 0 JANE STEINMETZ PAST CHAIR 1.00 X 0 0 0 DR JOSEPH E AOUN DIRECTOR 1.00 X 0 0 0 RICK ASCROFT DIRECTOR 1.00 X 0 0 0 EILEEN AUEN DIRECTOR 1.00 X 0 0 0 ALICIA BARTON DIRECTOR 1.00 X 0 0 0 MEREDITH BEESON DIRECTOR 1.00 X 0 0 0 MAX BERGERON DIRECTOR 1.00 X 0 0 0 JON BERNSTEIN DIRECTOR 1.00 X 0 0 0 PAUL BLANCHFIELD DIRECTOR 1.00 X 0 0 0 PATRICK BROPHY DIRECTOR 1.00 X 0 0 0 BRENDA BURDICK 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 REBECCA CHASEN DIRECTOR 1.00 X 0 0 0 JOAN CHRISTEL DIRECTOR 1.00 X 0 0 0 DRBRENT CHRITE 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 C JEFFREY COOK ESQ DIRECTOR 1.00 X 0 0 0 KELLIE CRANTZ DIRECTOR 1.00 X 0 0 0 SHAUN CUSSON DIRECTOR 1.00 X 0 0 0 TIM DELGIUDICE DIRECTOR 1.00 X 0 0 0 PATTY DIORIO DIRECTOR 1.00 X 0 0 0 JAY DOHERTY 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 CHRISTINA FISHER DIRECTOR 1.00 X 0 0 0 ELISSA FLYNN-POPPEY DIRECTOR 1.00 X 0 0 0 DR AISHA FRANCIS DIRECTOR 1.00 X 0 0 0 ANDREW FRIENDLY DIRECTOR 1.00 X 0 0 0 ETHAN GAUVIN DIRECTOR 1.00 X 0 0 0 JAY GONZALEZ DIRECTOR 1.00 X 0 0 0 CAROLYNE HANNAN 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 SARAH ISELIN DIRECTOR 1.00 X 0 0 0 CHARLES JACOBS DIRECTOR 1.00 X 0 0 0 BRENDAN JOYCE 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 KEVIN KOPANON DIRECTOR 1.00 X 0 0 0 MALIA LAZU DIRECTOR 1.00 X 0 0 0 GRACE LEE DIRECTOR 1.00 X 0 0 0 MICHAEL A LEE DIRECTOR 1.00 X 0 0 0 STEPHANIE 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 MIKE MCCARTHY DIRECTOR 1.00 X 0 0 0 DAVID MCCREADY DIRECTOR 1.00 X 0 0 0 JOHN MCLAUGHLIN DIRECTOR 1.00 X 0 0 0 SHERYL MCQUADE DIRECTOR 1.00 X 0 0 0 JOSE ANTONIO MIRANDA SOTO DIRECTOR 1.00 X 0 0 0 NITIN MHATRE 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 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 PAUL PETRIGNANI DIRECTOR 1.00 X 0 0 0 MICHAEL PRENTISS DIRECTOR 1.00 X 0 0 0 DARLENE M RODOWICZ 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 JESSE STANESA DIRECTOR 1.00 X 0 0 0 BRYAN STEVENS 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 KEVIN TABB DIRECTOR 1.00 X 0 0 0 JEFFREY TENGEL 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 JUSTIN TRUDELL DIRECTOR 1.00 X 0 0 0 JAMES VALLEE DIRECTOR 1.00 X 0 0 0 NEF WALKER DIRECTOR 1.00 X 0 0 0 MAEGHAN WELFORD DIRECTOR 1.00 X 0 0 0 LISA WIELAND DIRECTOR 1.00 X 0 0 0 JONDAVID CHESLOFF PRESIDENT AND CEO 40.00 X 497316 0 84473 TONJA METTLACH EXECUTIVE VICE PRESIDENT 40.00 X 225552 0 58951 722868 0 143424 2 0 1 0 0 5000 5000 MEMBERSHIP DUES 900099 1198426 1198426 1198426 35634 35634 1239060 1198426 0 35634 866292 117751 12573 28840 40670 66197 27601 53700 15300 3837 5801 2082 SPONSORSHIPS 71900 1312544 71089 91379 1535849 1552058 11844 13229 29181 26493 8489 2688 450 68303 1627721 1727657 20352 33889 511950 603980 0 67853 532302 705722 X 1092919 1014435 2500 7500 1095419 1021935 1627721 1727657 -73484 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1198426 45744 45744 59921 -14177 24381 22587 1794 4800 3906 894 2688 OPERATING LEASE LIABILITY 67853 67853 X 1239060 0 1239060 0 1239060 1312544 0 1312544 0 1312544 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 412316 0 85000 0 0 0 34500 0 49973 0 581789 0 0 0 TONJA METTLACH EXECUTIVE VICE PRESIDENT 185552 0 40000 0 0 0 19425 0 39526 0 284503 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS SHALL HAVE AN EXECUTIVE COMMITTEE AS A STANDING COMMITTEE OF THE BOARD, WHOSE MEMBERSHIP SHALL BE VOTED ON BY THE BOARD OF DIRECTORS. IN GENERAL, THE EXECUTIVE COMMITTEE SHALL HAVE ALL THE POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO (A) CHANGE THE PRINCIPAL OFFICE OF THE CORPORATION; (B) AMEND BY-LAWS; (C) ELECT OFFICERS AND TO FILL VACANCIES IN ANY SUCH OFFICES; (D) CHANGE THE NUMBER OF THE BOARD OF DIRECTORS AND TO FILL VACANCIES IN THE BOARD OF DIRECTORS; (E) REMOVE OFFICERS OR DIRECTORS FROM OFFICE; OR (F) AUTHORIZE A MERGER. SPECIFICALLY, THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR THE DEVELOPMENT, IMPLEMENTATION AND OVERSIGHT OF THE CORPORATION'S STRATEGIC PLAN, INCLUDING BUT NOT LIMITED TO ISSUES OF GOVERNANCE, MEMBERSHIP, PERSONNEL AND STRATEGIC DIRECTION. THE EXECUTIVE COMMITTEE WILL VOTE ON AND APPROVE ADMINISTRATIVE MATTERS, INCLUDING BUT NOT LIMITED TO, THE OPERATING BUDGET, ANNUAL AUDIT AND STAFF COMPENSATION, AS WELL AS OTHER STRATEGIC AND ORGANIZATIONAL MATTERS AS DETERMINED BY THE CHAIR. THE EXECUTIVE COMMITTEE WILL MEET QUARTERLY OR SUBJECT TO THE CALL OF THE CHAIR. FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES MADE TO THE BYLAWS INCLUDED THE FOLLOWING: ADDITIONS TO PROVIDE FOR: INDEMNIFICATION IN CASES OF GOOD FAITH ACTIONS; AND PROTECTIONS FOR ACTIONS THAT ARE TAKEN WHERE A CONFLICT OF INTEREST MIGHT HAVE BEEN PRESENT, BUT THE TRANSACTION WAS STILL FAIR TO THE CORPORATION. AUTHORIZATION FOR THE EXECUTIVE COMMITTEE TO ACT IN PLACE OF THE BOARD GIVEN THE SIZE OF THE CURRENT BOARD OF DIRECTORS. 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.