BUSINESS-HIGHER EDUCATION FORUM: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: BUSINESS-HIGHER EDUCATION FORUM (EIN 34-1986692)
Tax period: 2018-10-01 to 2019-09-30
Filed: 2020-02-20
IRS object ID: 202000519349301610
Schema version: 2018v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-02-20T18:18:35-06:00	ReturnTs
Tax Period End	2019-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521186096	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RUBINO & COMPANY CHARTERED	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	6903 ROCKLEDGE DRIVE SUITE 1200	AddressLine1Txt
City	BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	208171818	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	341986692	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BUSINESS - HIGHER EDUCATION FORUM	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BUSI	BusinessNameControlTxt
Phone	2023671189	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2025 M STREET NW NO 800	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20036	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BRIAN K FITZGERALD	PersonNm
Person Title	CHIEF EXECUTIVE OFFICER	PersonTitleTxt
Phone	2023671189	PhoneNum
Signature	2020-02-18	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KAY THIES CPA	PreparerPersonNm
PTIN	P01404047	PTIN
Phone	3015643636	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	23.24.109.106	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-02-18	IPDt
IP Tm	12:15:17	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	8E10895808A1E7D35F48195E7112756A0A6DBAF9	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-11-06 18:47:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	BRIAN K FITZGERALD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2025 M STREET NW NO 800	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20036	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$4,017,282	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.BHEF.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2004	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or Mission	TO ADVANCE INNOVATION SOLUTIONS TO AMERICA'S EDUCATION AND WORKFORCE CHALLENGES.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	16	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,170,305	PYContributionsGrantsAmt
CY Contributions Grants	$2,296,868	CYContributionsGrantsAmt
PY Program Service Revenue	$1,580,000	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,690,000	CYProgramServiceRevenueAmt
PY Investment Income	$22,399	PYInvestmentIncomeAmt
CY Investment Income	$27,208	CYInvestmentIncomeAmt
PY Other Revenue	$1,197	PYOtherRevenueAmt
CY Other Revenue	$3,206	CYOtherRevenueAmt
PY Total Revenue	$3,773,901	PYTotalRevenueAmt
CY Total Revenue	$4,017,282	CYTotalRevenueAmt
PY Grants And Similar Paid	$559,086	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$864,727	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$105,440	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,710,025	PYOtherExpensesAmt
CY Other Expenses	$2,899,116	CYOtherExpensesAmt
PY Total Expenses	$3,269,111	PYTotalExpensesAmt
CY Total Expenses	$3,763,843	CYTotalExpensesAmt
PY Revenues Less Expenses	$504,790	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$253,439	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,625,136	TotalAssetsBOYAmt
Total Assets EOY	$3,043,573	TotalAssetsEOYAmt
Total Liabilities BOY	$1,248,114	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,356,912	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,377,022	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,686,661	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE BUSINESS-HIGHER EDUCATION FORUM (BHEF) IS A MEMBERSHIP ORGANIZATION OF FORTUNE 500 CEOS, COLLEGE AND UNIVERSITY PRESIDENTS, AND OTHER LEADERS WHO FORM STRATEGIC PARTNERSHIPS TO DEVELOP A HIGHLY-SKILLED FUTURE WORKFORCE WITH IT'S MEMBERS. BHEF CREATES UNDERGRADUATE PATHWAYS TO INCREASE BACCALAUREATE ATTAINMENT, IMPROVE ALIGNMENT BETWEEN HIGHER EDUCATION AND THE WORKFORCE, AND PRODUCE A DIVERSE, HIGHLY-SKILLED TALENT POOL TO MEET DEMAND IN EMERGING FIELDS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,548,516	ExpenseAmt
Grant	$864,727	GrantAmt
Desc	HIGHER EDUCATION WORKFORCE INITIATIVE (HEWI) - TO EXPAND OPPORTUNITIES FOR DIVERSE AND UNDER-REPRESENTED POPULATIONS IN THE AREAS OF STEM, DATA SCIENCE, AND CYBERSECURITY.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$500,380	ExpenseAmt
Desc	THE JPMC PROJECT IMPLEMENTS PROJECTS WITH BUSINESS ROUND TABLE (BRT) COMPANIES IN IDENTIFIED REGIONS BY EMPLOYING BHEF'S STRATEGIC PARTNERSHIP IMPLEMENTATION PROCESS TO EACH REGION, WHICH WILL CREATE PURPOSEFUL STRATEGIC PARTNERSHIPS TO SUPPORT REGIONAL TALENT ECOSYSTEMS. BEYOND SUPPORTING THE INDIVIDUAL REGIONAL PROJECTS, BHEF WORKS WITH BRT IN CONNECTING, ALIGNING, AND CAPTURING LEARNING ACROSS THE DIFFERENT INITIATIVES. THIS KNOWLEDGE CAPTURE WILL ALLOW ALL BRT AND BHEF MEMBERS TO BENEFIT AND LEARN FROM THE ACTIVITIES IN THIS WORK.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$369,063	ExpenseAmt
Desc	CONFERENCES - BHEF CONDUCTS SEMI-ANNUAL MEMBER CONFERENCES TO SUSTAIN THE CONTINUING DIALOGUE BETWEEN IT'S CORPORATE, ACADEMIC, AND FOUNDATION MEMBERS ON ISSUES RELATED TO THE U.S. EDUCATION SYSTEM. POLICY-MAKERS FROM STATE AND FEDERAL GOVERNMENTS ARE OFTEN INVITED TO PARTICIPATE IN THESE DISCUSSIONS. ACADEMIC LEADERS IN CUTTING-EDGE EDUCATIONAL ENDEAVORS AND EDUCATION FOUNDATION EXECUTIVES ALSO PARTICIPATE AT THESE MEETINGS. MANY GIVE PRESENTATIONS ON SUCCESSFUL LOCAL EDUCATIONAL EFFORTS THAT MAY BE APPLICABLE ON A BROADER REGIONAL OR NATIONAL SCALE.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmt	RevenueRevenueAmt	DescDesc
$256,996	$1,690,000	MEMBERSHIP - BHEF INCURS EXPENSES RELATED TO THE BUSINESS OF CONDUCTING MEMBERSHIP ACTIVITY, WHICH INVOLVES RECRUITMENT, RETENTION AND COMMUNICATION. THIS IS ACHIEVED THROUGH IN-PERSON PHONE MEETINGS, CORRESPONDENCE, AND COMMUNICATION.
$333,137	$3,206

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$590,133	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$1,693,206	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$3,008,092	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	14	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	16	GoverningBodyVotingMembersCnt
Independent Voting Member	16	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SMITHBUCKLIN CORPORATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8005399740	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2025 M STREET NW 800	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20036	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
WES BUSH
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
JAMES P CLEMENTS
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
BARBARA R SNYDER
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
JOSEPH E AOUN
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
RYAN OAKES
VICE CHAIR	1.00	Yes (X)	$0	$0	$0
RANDY WOODSON
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
MARK S WRIGHTON
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
JEFFREY D ARMSTRONG
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
EDUARDO J PADRON
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
PETER A WEINBERG
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
TERESA SULLIVAN
CHAIR	1.00	Yes (X)	$0	$0	$0
MICHAEL D KING
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
RON PRESSMAN
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
NARIMAN FARVARDIN
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
ROBERT CARET
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
TIM SANDS
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
BRIAN FITZGERALD
CHIEF EXECUTIVE OFFICER	40.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SMITHBUCKLIN CORPORATION	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2025 M STREET NW 800	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20036	ZIPCd

Field	Value	IRS element (for citing)
Services	MANAGEMENT SERVICES	ServicesDesc
Compensation	$2,146,714	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Government Grants	$1,364,868	GovernmentGrantsAmt
All Other Contributions	$932,000	AllOtherContributionsAmt
Total Contributions	$2,296,868	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	MEMBERSHIP DUES	Desc
Business	611710	BusinessCd
Total Revenue Column	$1,690,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,690,000	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,690,000	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$27,208	TotalRevenueColumnAmt
Exclusion	$27,208	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$3,206	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,206	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$3,206	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,017,282	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,693,206	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$27,208	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$864,727	TotalAmt
Program Services	$864,727	ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$2,167,652	TotalAmt
Program Services	$1,406,703	ProgramServicesAmt
Management And General	$657,747	ManagementAndGeneralAmt
Fundraising	$103,202	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$29,412	TotalAmt
Management And General	$29,412	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$16,294	TotalAmt
Program Services	$2,100	ProgramServicesAmt
Management And General	$14,194	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$10	TotalAmt
Management And General	$10	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$398,684	TotalAmt
Program Services	$398,684	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$75,041	TotalAmt
Program Services	$43,632	ProgramServicesAmt
Management And General	$30,143	ManagementAndGeneralAmt
Fundraising	$1,266	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$520	TotalAmt
Program Services	$520	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$73,754	TotalAmt
Program Services	$70,159	ProgramServicesAmt
Management And General	$2,623	ManagementAndGeneralAmt
Fundraising	$972	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$132,076	TotalAmt
Program Services	$131,726	ProgramServicesAmt
Management And General	$350	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$5,673	TotalAmt
Management And General	$5,673	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	OVERHEAD/G&A ALLOCATION	Desc
Total	$0	TotalAmt
Program Services	$89,841	ProgramServicesAmt
Management And General	-$89,841	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,763,843	TotalAmt
Program Services	$3,008,092	ProgramServicesAmt
Management And General	$650,311	ManagementAndGeneralAmt
Fundraising	$105,440	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$981,726	BOYAmt
EOY	$840,256	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$599,711	BOYAmt
EOY	$528,450	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$98,000	BOYAmt
EOY	$653,202	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$11,843	BOYAmt
EOY	$4,806	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$933,856	BOYAmt
EOY	$1,016,859	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,625,136	BOYAmt
EOY	$3,043,573	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$508,114	BOYAmt
EOY	$506,912	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$740,000	BOYAmt
EOY	$850,000	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,248,114	BOYAmt
EOY	$1,356,912	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$730,645	BOYAmt
EOY	$1,070,571	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$646,377	BOYAmt
EOY	$616,090	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,377,022	BOYAmt
EOY	$1,686,661	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,625,136	BOYAmt
EOY	$3,043,573	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$253,439	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$56,200	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,067,311	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,113,483	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,017,300	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,170,305	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,296,868	CurrentTaxYearAmt
Total	$9,665,267	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,067,311	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,113,483	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,017,300	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,170,305	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,296,868	CurrentTaxYearAmt
Total	$9,665,267	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,853,367	SubstantialContributorsTotAmt
Public Support Total170	$7,811,900	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$28,545	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$27,253	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$18,335	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$22,399	CurrentTaxYearMinus1YearAmt
Current Tax Year	$27,208	CurrentTaxYearAmt
Total	$123,740	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$9,789,007	TotalSupportAmt
Gross Receipts Rltd Activities	$7,160,314	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.79800	PublicSupportCY170Pct
Public Support PY170	0.79030	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$4,073,472	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$56,200	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$56,200	RevenueNotReportedAmt
Revenue Subtotal	$4,017,272	RevenueSubtotalAmt
Investment Expenses Not Incld	$10	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$10	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$4,017,282	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,763,833	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$3,763,833	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$10	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$10	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$3,763,843	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE FORUM MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE FORUM AND VARIOUS POSITIONS RELATED TO POTENTIAL SOURCES OF UNRELATED BUSINESS INCOME TAX (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR FISCAL YEARS 2019 AND 2018. THE FORUM'S POLICY WOULD BE TO RECOGNIZE INTEREST AND PENALTIES, IF ANY, ON TAX POSITIONS RELATED TO ITS UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IN THE FINANCIAL STATEMENTS. NO INTEREST AND PENALTIES WERE ASSESSED OR RECORDED DURING THE YEARS ENDED SEPTEMBER 30, 2019 AND 2018. GENERALLY, THE TAX YEARS BEFORE 2016 ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	0	GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
RESEARCH FOUNDATION CITY UNIVERSITY OF NEW YORK
230 WEST 41ST STREET	NEW YORK	NY	10036	131988190	501(C)(3)	$110,068	IMPLEMENTING & EVALUATING MODELS FOR BUSINESS ENGAGEMENT TO INCREASE UNDERGRADUATE STEM STUDENT PERSISTENCE.
MIAMI DADE COLLEGE
300 NE 2ND AVENUE	MIAMI	FL	33132	591210485	170 (C)(1)	$271,371	IMPLEMENTING & EVALUATING MODELS FOR BUSINESS ENGAGEMENT TO INCREASE UNDERGRADUATE STEM STUDENT PERSISTENCE.
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE	BOSTON	MA	02115	041679980	501(C)(3)	$201,655	IMPLEMENTING & EVALUATING MODELS FOR BUSINESS ENGAGEMENT TO INCREASE UNDERGRADUATE STEM STUDENT PERSISTENCE.
THE UNIVERSITY OF WISCONSIN-MILWAUKEE
PO BOX 340	MILWAUKEE	WI	532010340	396006492	501(C)(3)	$162,778	IMPLEMENTING & EVALUATING MODELS FOR BUSINESS ENGAGEMENT TO INCREASE UNDERGRADUATE STEM STUDENT PERSISTENCE.
WASHINGTON UNIVERSITY IN ST LOUIS
ONE BROOKINGS DRIVE	ST LOUIS	MO	63130	430653611	501(C)(3)	$118,855	IMPLEMENTING & EVALUATING MODELS FOR BUSINESS ENGAGEMENT TO INCREASE UNDERGRADUATE STEM STUDENT PERSISTENCE.

Field	Value	IRS element (for citing)
Total501c3 Org	4	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3	SMITHBUCKLIN PERFORMS ALL MANAGEMENT DUTIES.
FORM 990, PART VI, SECTION A, LINE 6	THE FORUM HAS ONE CLASS OF MEMBERSHIP WITH NO RESTRICTIONS ON THE NUMBER OF MEMBERS. MEMBERS WILL CONSIST OF CEOS OR OTHER APPROPRIATE SENIOR EXECUTIVES OF MAJOR AMERICAN BUSINESS ORGANIZATIONS, PRESIDENTS AND CHANCELLORS OF RECOGNIZED COLLEGES AND UNIVERSITIES AS WELL AS OTHER APPROPRIATE SENIOR EXECUTIVES OF SEVERAL FOUNDATIONS AND ASSOCIATIONS OF PRESIDENTS OF HIGHER EDUCATION INSTITUTIONS.
FORM 990, PART VI, SECTION A, LINE 7A	ALL SIXTEEN MEMBERS OF THE EXECUTIVE COMMITTEE ARE ELECTED BY THE FORUM'S MEMBERSHIP.
FORM 990, PART VI, SECTION A, LINE 7B	ACTIONS MAY BE TAKEN BY MEMBERS OF THE FORUM AT A SEMI-ANNUAL MEETING, VIA TELECONFERENCE OR E-MAIL OR BY ANY OTHER MECHANISM THAT THE CHAIR MAY DESIGNATE; SUCH ACTIONS MAY BE APPROVED BY A VOTE OF THE MAJORITY OF MEMBERS PRESENT OR PARTICIPATING. THE CHAIR SHALL GIVE MEMBERS REASONABLE NOTICE OF SUCH VOTES.
FORM 990, PART VI, SECTION B, LINE 11B	A COPY OF THE FORM 990 IS PRESENTED TO MEMBERS OF THE EXECUTIVE COMMITTEE FOR REVIEW PRIOR TO IT BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12C	ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO SIGN A COI AND UPDATE ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
FORM 990, PART IX, LINE 11G	CONSULTING/CONTRACTING: PROGRAM SERVICE EXPENSES 382,010. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 382,010. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 3,649. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,649. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 13,025. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,025.
FORM 990, PART XII, LINE 2C:	THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR.