Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES TO A MANAGEMENT COMPANY POLICY COMMUNICATIONS, INC. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THERE ARE DIFFERENT LEVELS OF MEMBERSHIPS, AFFORDING THE MEMBER CERTAIN PRIVILEGES, AS FOLLOWS: * ROUNDTABLE MEMBERSHIP $25K/YEAR - ELIGIBLE TO SERVE ON THE BOARD OF TRUSTEES CORPORATIONS ONLY. HELP LEAD ROUNDTABLE POLICY ADVOCACY EFFORTS. ABLE TO SERVE AS A CHAIR OF A ROUNDTABLE ISSUE COMMITTEE. ACCESS TO ALL ROUNDTABLE-SPONSORED EVENTS, INCLUDING MEETINGS WITH STATE AND FEDERAL POLICYMAKERS. FULL ACCESS TO ALL ROUNDTABLE MATERIALS, ANALYSES, STUDIES AND OTHER PUBLICATIONS. VOTING PRIVILEGES OF THE GENERAL ASSEMBLY. COMPANY PROMOTION OPPORTUNITIES THROUGH ROUNDTABLE EVENTS, PUBLICATIONS AND WEBSITE. * CORPORATE MEMBERSHIP $12.5K/YEAR - PARTICIPATION IN ROUNDTABLE POLICY ADVOCACY EFFORTS. VOTING MEMBERSHIP, THOUGH NOT AS CHAIR, OF A ROUNDTABLE ISSUES COMMITTEE. ACCESS TO ALL ROUNDTABLE-SPONSORED EVENTS, INCLUDING MEETINGS WITH STATE AND FEDERAL POLICYMAKERS. FULL ACCESS TO ALL ROUNDTABLE MATERIALS, ANALYSES, STUDIES AND OTHER PUBLICATIONS. VOTING MEMBER OF THE GENERAL ASSEMBLY. COMPANY PROMOTION OPPORTUNITIES THROUGH ROUNDTABLE EVENTS, PUBLICATIONS AND WEBSITE. * SHAREHOLDER MEMBERSHIP $6.5K/YEAR (FOR COMPANIES WITH > $50M ANNUAL GROSS REVENUE) - PARTICIPATION IN ROUNDTABLE POLICY ADVOCACY EFFORTS. NON-VOTING MEMBERSHIP OF A ROUNDTABLE ISSUES COMMITTEE. ACCESS TO MOST ROUNDTABLE-SPONSORED EVENTS, INCLUDING MEETINGS WITH STATE AND FEDERAL POLICYMAKERS. FULL ACCESS TO ALL ROUNDTABLE MATERIALS, ANALYSES, STUDIES AND OTHER PUBLICATIONS. VOTING MEMBER OF THE GENERAL ASSEMBLY. COMPANY PROMOTION OPPORTUNITIES THROUGH ROUNDTABLE EVENTS, PUBLICATIONS AND WEBSITE. * SMALL BUSINESS ASSOCIATE MEMBERSHIP $3.5K/YEAR (FOR COMPANIES WITH > $10M IN ANNUAL GROSS REVENUE) - NON-VOTING MEMBERSHIP ON ISSUES COMMITTEES AND THE GENERAL ASSEMBLY. ACCESS TO SOME ROUNDTABLE-SPONSORED EVENTS, INCLUDING MEETINGS WITH STATE AND FEDERAL POLICYMAKERS. ACCESS TO ROUNDTABLE MATERIALS, ANALYSES, STUDIES AND OTHER PUBLICATIONS. COMPANY PROMOTION OPPORTUNITIES THROUGH ROUNDTABLE EVENTS, PUBLICATIONS AND WEBSITE. * NON-PROFITS ASSOCIATE MEMBERSHIP $3.5K/YEAR (FOR SMALL NON-PROFIT ASSOCIATIONS AND ORGANIZATIONS ONLY) - NON-VOTING MEMBERSHIP ON ISSUES COMMITTEES AND OF THE GENERAL ASSEMBLY. LIMITED ACCESS TO ROUNDTABLE-SPONSORED EVENTS, INCLUDING MEETINGS WITH STATE AND FEDERAL POLICYMAKERS. ACCESS TO ROUNDTABLE MATERIALS, ANALYSES, STUDIES AND OTHER PUBLICATIONS. ORGANIZATION PROMOTION OPPORTUNITIES THROUGH ROUNDTABLE EVENTS, PUBLICATIONS AND WEBSITE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FORM 990 IS PROVIDED TO THE ACCOUNTANT AND THE PRESIDENT/CEO FOR THEIR REVIEW, PRIOR TO SUBMISSION TO THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH TRUSTEE, OFFICER AND BOARD COMMITTEE MEMBER ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; HAD READ AND UNDERSTANDS THE POLICY; HAD AGREED TO COMPLY WITH THE POLICY; AND UNDERSTANDS THAT THE WESTERN BUSINESS ROUNDTABLE IS A FEDERALLY-DESIGNATED 501(C)(6) ORGANIZATION AND, IN ORDER TO MAINTAIN ITS TAX STATUS, MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS DESIGNATED PURPOSES. EACH VOTING MEMBER OF THE BOARD ANNUALLY SIGNS A STATEMENT WHICH DECLARES WHETHER SUCH PERSON IS INDEPENDENT. IF, AT ANY TIME DURING THE YEAR, THE INFORMAION ON THE ANNUAL STATEMENT CHANGES MATERIALLY, THE TRUSTEE SHALL DISCLOSE SUCH CHANGES AND REVISE THE ANNUAL DISCLOSURE FORM. THE MANAGEMENT COMMITTEE CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
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