2016-05-10T07:42:23-05:00 2015-09-30 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVENUE SUITE 500 BETHESDA MD 20814 990 2014-10-01 341986692 BUSINESS - HIGHER EDUCATION FORUM BUSI 2023671189 2025 M STREET NW NO 800 WASHINGTON DC 20036 BRIAN K FITZGERALD CHIEF EXECUTIVE OFFICER 2023671189 2016-05-06 1 DANIEL L WEAVER P01249346 3019860600 2016-05-06 2014 2016-08-17 19:52:53Z BHEF BRIAN K FITZGERALD 2025 M STREET NW NO 800 WASHINGTON DC 20036 4902060 0 X WWW.BHEF.COM X 2004 DC TO ADVANCE INNOVATIVE SOLUTIONS TO AMERICA'S EDUCATION CHALLENGES. 16 16 0 0 0 0 547829 1997052 855000 984388 34332 91562 29 466 1437190 3073468 0 0 0 0 0 0 0 0 21010 2244303 2736489 2244303 2736489 -807113 336979 1572196 1995567 1025938 1177410 546258 818157 X 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 ITS 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. 0 0 1699877 HIGHER EDUCATION WORKFORCE INITIATIVE (HEWI)- TO EXPAND OPPORTUNITIES FOR DIVERSE AND UNDER-REPRESENTED POPULATIONS IN THE AREAS OF STEM, DATA SCIENCE, AND CYBERSECURITY. 252866 CONFERENCES- BHEF SCHEDULES SEMI-ANNUAL MEMBER CONFERENCES TO SUSTAIN THE CONTINUING DIALOGUE BETWEEN ITS 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. 127627 MEMBERSHIP -BHEF INCURS EXPENSES RELATED TO THE BUSINESS OF CONDUCTING MEMBERSHIP ACTIVITY, WHICH INVLOVES RECRUITMENT, RETENTION, AND COMMUNICATION. THIS IS ACHIEVED THROUGH PHONE MEETINGS, CORRESPONDANCE, 119412 COMMUNICATIONS 6756 GOVERNMENTAL RELATIONS 126168 2206538 1 1 0 1 0 0 0 0 0 0 0 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 0 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 1 1 1 1 1 0 0 1 1 1 0 1 1 0 0 0 DC X SMITHBUCKLIN CORPORATION 8005399740 2025 M STREET NW SUITE 800 WASHINGTON DC 20036 WILLIAM E KIRWAN II BOARD MEMBER 1.00 X 0 0 0 WES BUSH BOARD MEMBER 1.00 X 0 0 0 MOLLY CORBETT BROAD BOARD MEMBER 1.00 X 0 0 0 JAMES P CLEMENTS BOARD MEMBER 1.00 X 0 0 0 ROGER FERGUSON JR CHAIR 1.00 X X 0 0 0 DIANA NATALICIO BOARD MEMBER 1.00 X 0 0 0 RENU KHATOR BOARD MEMBER 1.00 X 0 0 0 BARBARA R SNYDER IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 DAVID MAXWELL BOARD MEMBER 1.00 X 0 0 0 EDWARD B RUST JR BOARD MEMBER 1.00 X 0 0 0 RYAN OAKES BOARD MEMBER 1.00 X 0 0 0 WILLIAM H SWANSON BOARD MEMBER 1.00 X 0 0 0 MARK S WRIGHTON BOARD MEMBER 1.00 X 0 0 0 JEFFREY D ARMSTRONG BOARD MEMBER 1.00 X 0 0 0 EDUARDO J PADRON BOARD MEMBER 1.00 X 0 0 0 PETER A WEINBERG VICE CHAIR 1.00 X X 0 0 0 JOHN B VEIHMEYER BOARD MEMBER 1.00 X 0 0 0 TERESA SULLIVAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL D KING BOARD MEMBER 1.00 X 0 0 0 BRIAN FITZGERALD EXECUTIVE DIRECTOR 40.00 X 298584 0 23073 298584 0 23073 1 0 1 0 SMITHBUCKLIN CORPORATION 2025 M ST NW SUITE 800 WASHINGTON DC 20036 MANAGEMENT SERVICES 1755292 1 1031185 965867 1997052 MEMBERSHIP DUES 611710 984388 984388 984388 28545 28545 1891609 1828592 63017 63017 63017 MISCELLANEOUS 900099 466 466 466 3073468 984854 0 91562 1601652 1176706 407282 17664 12111 12111 7032 7032 117438 113126 4312 136295 99844 35006 1445 2342 2342 66863 64991 1693 179 109222 109222 4916 4916 MEMBERSHIP DUES 469560 469560 INFRASTRUCTURE FEES 180294 74063 104511 1720 MISCELLANEOUS 17502 7319 10183 PRINTING & PUBLICATION 11262 8475 2785 2 80890 -80890 2736489 2206538 508941 21010 175743 833734 176309 102661 4097 6760 1216047 1052412 1572196 1995567 224419 95359 801519 1082051 1025938 1177410 X 486339 363138 59919 455019 546258 818157 1572196 1995567 336979 -65080 0 X X 0 1 X 1 1 1 X 1229639 2021535 1953053 1402829 2981440 9588496 1229639 2021535 1953053 1402829 2981440 9588496 1881654 7706842 30435 34228 36601 34397 28545 164206 9752702 25000 0.79020 0.80660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 0 0 0 PART II-B, LINE 1: BHEF BRINGS TOGETHER AN EXTRAORDINARY COALITION OF CORPORATE, ACADEMIC AND FOUNDATION MEMBERS TO INFLUENCE PUBLIC POLICY AND INSPIRE OTHER CORPORATE, ACADEMIC AND FOUNDATION LEADERS TO ACT. BHEF CEO BRIAN FITZGERALD TESTIFIED BEFORE THE U.S. HOUSE OF REPRESENTATIVES, COMMITTEE ON APPROPRIATIONS, SUBCOMMITTEE ON LABOR, HEALTH AND HUMAN SERVICES, EDUCATION, AND RELATED AGENCIES ON MARCH 18, 2015. THE HEARING WAS TITLED, "CLOSING THE ACHIEVEMENT GAP IN HIGHER EDUCATION." BRIAN PROVIDED BOTH WRITTEN AND ORAL TESTIMONY. HILL AND COALITION LETTERS AND STATEMENTS THAT BHEF SIGNED: - CLOSE THE INNOVATION DEFICIT COALITION COMMENDS INTRODUCTION OF AMERICAN INNOVATION ACT (MARCH 16, 2015) - 40 ORGANIZATIONS URGE SENATE AND HOUSE APPROPRIATORS TO PROTECT PELL GRANT FUNDING (NOVEMBER 17, 2015) - INNOVATION: AN AMERICAN IMPERATIVE STATEMENT (NOVEMBER 2015) - PERKINS COALITION BROAD SUPPORT LETTER (NOVEMBER 2015) - INCLUDED ON LETTERS AS PART OF STEM ED COALITION 0 X 3092388 -65080 84000 18920 3073468 0 3073468 2820489 84000 84000 2736489 0 2736489 PART X, LINE 2: THE FORUM FOLLOWS THE ACCOUNTING STANDARD RELATED TO UNCERTAIN INCOME TAX POSITIONS. THE STANDARD REQUIRES THAT THE REALIZATION OF AN UNCERTAIN INCOME TAX POSITION MUST BE MORE LIKELY THAN NOT (I.E., GREATER THAN 50% LIKELIHOOD OF RECEIVING A BENEFIT) BEFORE IT CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS. FURTHERMORE, THIS STANDARD PRESCRIBES THE BENEFIT TO BE RECORDED IN THE FINANCIAL STATEMENTS AS THE AMOUNT MOST LIKELY TO BE REALIZED ASSUMING A REVIEW BY TAX AUTHORITIES HAVING ALL RELEVANT INFORMATION AND APPLYING CURRENT CONVENTIONS. THE FORUM DID NOT IDENTIFY ANY UNCERTAIN INCOME TAX POSITIONS. 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, 2015 AND 2014. 1 X X 0 0 0 0 0 0 0 0 0 BRIAN FITZGERALD EXECUTIVE DIRECTOR 276084 0 22500 0 0 0 13300 0 9773 0 321657 0 0 0 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 RECOGNIZE COLLEGE AND UNIVERSITIES AS WELL AS CEOS OR OTHER APPROPRIATE SENIOR EXECUTIVES OF SEVERAL OF THE FOLLOWING ORGANIZATIONS: BUSINESS ASSOCIATIONS, AND FOUNDATIONS AND ASSOCIATIONS OF PRESIDENTS OF HIGHER EDUCATION INSTRUCTIONS. 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 MEMBER OF THE FORUM AT A SEMIANNUAL 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 11 A COPY OF THE FORM 990 IS PRESENTED TO MEMBERS OF THE EXECUTIVE COMMITTEE FOR REVIEW PRIOR TO ITS BEING FILED. 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 XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR.