2015-04-11T17:03:40-05:00 2014-09-30 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVENUE SUITE 500 BETHESDA MD 20814 990 2013-10-01 341986692 BUSINESS - HIGHER EDUCATION FORUM BUSI 2023671189 2025 M STREET NW NO 800 WASHINGTON DC 20036 BRIAN K FITZGERALD CHIEF EXECUTIVE OFFICER 2023671189 2015-04-08 1 DANIEL L WEAVER P01249346 3019860600 2015-04-08 2013 2016-03-07 17:11:31Z BHEF BRIAN K FITZGERALD 2025 M STREET NW NO 800 WASHINGTON DC 20036 1479272 0 X WWW.BHEF.COM X 2004 DC TO ADVANCE INNOVATIVE SOLUTIONS TO AMERICA'S EDUCATION CHALLENGES. 16 16 0 0 0 0 923053 547829 1030000 855000 36622 34332 8738 29 1998413 1437190 0 0 0 0 0 0 0 0 18309 1903377 2244303 1903377 2244303 95036 -807113 1772587 1572196 458692 1025938 1313895 546258 X BHEF IS AN ORGANIZATION OF FORTUNE 500 CEOS, PROMINENT COLLEGE AND UNIVERSITY PRESIDENTS, AND FOUNDATION LEADERS WORKING TO ADVANCE INNOVATIVE SOLUTIONS TO OUR NATION'S EDUCATION CHALLANGES IN ORDER TO ENHANCE U.S. COMPETITIVENESS. 0 0 1347793 HIGHER EDUCATION WORKFORCE INITIATIVE (HEWI)TO EXPAND OPPORTUNITIES FOR DIVERSE AND UNDER-REPRESENTED POPULATIONS IN THE AREAS OF STEM, DATA SCIENCE, AND CYBERSECURITY. 298564 CONFERENCESBHEF 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. 92976 COMMUNICATIONSBHEF INCURS EXPENSES RELATED TO GENERAL COMMUNICATIONS: MARKETING BROCHURES, INFORMATION PACKETS FOR PROSPECTIVE MEMBERS, WEBSITE MAINTENANCE, AND MATERIAL, REPORTS AND COLLATERAL NOT ACCOUNTED FOR IN PROJECT GRANTS. 66468 MEMBERSHIP - $63,098GOVERNMENT RELATIONS - $3,370 66468 1805801 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 16 0 1 0 0 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 IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 MOLLY CORBETT BROAD BOARD MEMBER 1.00 X 0 0 0 CHARLES L HARRINGTON BOARD MEMBER 1.00 X 0 0 0 ROGER FERGUSON JR VICE CHAIR 1.00 X X 0 0 0 DAVID A JONES JR BOARD MEMBER 1.00 X 0 0 0 RENU KHATOR BOARD MEMBER 1.00 X 0 0 0 BARBARA R SNYDER 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 JEFFREY WADSWORTH 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 BOARD MEMBER 1.00 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 298116 0 23493 298116 0 23493 1 0 1 0 SMITHBUCKLIN CORPORATION 2025 M ST NW SUITE 800 WASHINGTON DC 20036 MANAGEMENT SERVICES 1691330 1 547829 547829 MEMBERSHIP DUES 611710 855000 855000 855000 34397 34397 42017 42082 -65 -65 -65 MISCELLANEOUS 900099 29 29 29 1437190 854964 0 34397 1430166 1191321 224835 14010 1945 1945 7620 7620 207549 170459 34790 2300 120066 71862 47909 295 2504 2504 99474 97119 2338 17 120106 120106 8394 8394 INFRASTRUCTURE FEES 187914 105663 80736 1515 MEMBERSHIP DUES 28090 28090 PRINTING & PUBLICATION 15110 9902 5194 14 MISCELLANEOUS 10894 6893 3843 158 4471 1882 2589 2244303 1805801 420193 18309 267258 175743 279886 176309 7575 4097 1217868 1216047 1772587 1572196 96192 224419 362500 801519 458692 1025938 X 1106033 486339 207862 59919 1313895 546258 1772587 1572196 -807113 39476 0 X X 0 1 X 1 0 X 1815017 1229639 2021535 1953053 1402829 8422073 1815017 1229639 2021535 1953053 1402829 8422073 1490532 6931541 35368 30435 34228 36601 34397 171029 8593102 25000 0.80660 0.82230 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 MEMBERS ARE DRIVING CHANGE "ON THE GROUND". THEY DEVELOP, ADOPT, AND PROMOTE BEST PRACTICES AND STRATEGIC APPROACHES AMONG CORPORATE, EDUCATION AND FOUNDATION LEADERS, NATIONALLY AND LOCALLY. THEY ALSO ADVOCATE FOR POLICY CHANGES AT THE FEDERAL, STATE, AND LOCAL LEVELS IN THE FOLLOWING AREAS: PRE-SCHOOL THROUGH HIGH SCHOOL (P-12) EDUCATION TWO IMPORTANT PROCESSES ARE UNFOLDING IN WASHINGTON AND IN STATES ACROSS THE COUNTRY AS THEY RELATE TO P-12 EDUCATION: THE REAUTHORIZATION OF THE ELEMENTARY AND SECONDARY EDUCATION ACT (ESEA), AND THE DEVELOPMENT OF COMMON STATE STANDARDS. THE LATTER, AN EFFORT LED BY THE NATIONAL GOVERNORS' ASSOCIATION AND THE COUNCIL OF CHIEF STATE SCHOOL OFFICERS, WOULD REPLACE THE CURRENT PATCHWORK OF UNEVEN STATE STANDARDS. BHEF WILL WORK WITH OTHER BUSINESS GROUPS TO: ENSURE THAT REAUTHORIZATION OF ESEA RESTRUCTURES CURRENT LAW, SUCH THAT IT WILL RESULT IN MORE STUDENTS GRADUATING FROM HIGH SCHOOL COLLEGE- AND WORK-READY ENCOURAGE STATES TO ADOPT THE COMMON CORE STANDARDS' COLLEGE-READY MATH AND ENGLISH STANDARDS, DEVELOP AND ADOPT COMMON SCIENCE STANDARDS THEREAFTER, AND UTILIZE COMMON ASSESSMENTS TO MEASURE PROGRESS AGAINST THESE STANDARDS. STEM EDUCATION INSIGHTS FROM THE DEVELOPMENT OF BHEF'S U.S. STEM EDUCATION MODEL, CREATED BY RAYTHEON AND DONATED TO BHEF IN 2009, DEMONSTRATE THAT INTERVENTIONS AT KEY POINTS IN THE STEM EDUCATION PIPELINE CAN PRODUCE SIGNIFICANT INCREASES IN THE NUMBER OF STUDENTS WHO GRADUATE FROM HIGH SCHOOL INTERESTED AND PROFICIENT IN STEM. THEY ALSO INDICATE THAT INVESTMENTS IN STRENGTHENING STEM UNDERGRADUATE EDUCATION CAN YIELD HIGH AND IMMEDIATE RETURNS. CONSEQUENTLY, BHEF WILL WORK WITH ITS PARTNERS TO: PROMOTE THE HIGHEST LEVERAGE INVESTMENTS IN STEM EDUCATION THAT MAXIMIZE THE NUMBER OF STEM-CAPABLE STUDENTS AND WORKERS, INCLUDING ACTIVITIES AND POLICIES THAT INCREASE: OPPORTUNITIES FOR ALL STUDENTS TO "DO STEM" STUDENT AWARENESS AND INTEREST IN STEM RECRUITMENT, RETENTION AND RENEWAL OF HIGHLY EFFECTIVE TEACHERS UNDERGRADUATE PERSISTENCE IN STEM DISCIPLINES RAISE AWARENESS AND CHANGE PUBLIC ATTITUDES ABOUT THE IMPORTANCE OF STEM EDUCATION UNDERGRADUATE EDUCATION TROUBLING TRENDS POINT TO STAGNATING EDUCATIONAL ATTAINMENT RATES IN THE U.S. POPULATION. THE IMPACT OF CAPACITY AND FINANCING CONSTRAINTS IN HIGHER EDUCATION WILL LIKELY FURTHER CONTRIBUTE TO LOWER BACCALAUREATE ATTAINMENT BY RESTRICTING STUDENTS' ACCESS CHOICE. BHEF IS UNIQUELY POSITIONED TO: PROMOTE PROGRAMS AND POLICIES TO INCREASE ASSOCIATE AND BACCALAUREATE DEGREE ATTAINMENT IN SUPPORT OF WORKFORCE NEEDS ASSESS THE ABILITY OF AMERICAN HIGHER EDUCATION TO MAINTAIN ITS WORLD LEADERSHIP, IN LIGHT OF MAJOR CHALLENGES, INCLUDING CAPACITY AND RESOURCE CONSTRAINTS; AND EXPLORE POTENTIAL SOLUTIONS. GRADUATE EDUCATION GIVEN THE CHALLENGES FACING GRADUATE EDUCATION IN THE UNITED STATES, INCLUDING THE IMPACT OF INCREASED GLOBAL COMPETITION FOR THE BEST GRADUATE STUDENTS, ESPECIALLY IN STEM DISCIPLINES, BHEF WILL: SUPPORT INCREASED FUNDING FOR FEDERAL AGENCIES (E.G., NSF, NIH AND DOE) THAT SUPPORT GRADUATE EDUCATION, INCLUDING SUPPORT FOR R&D INFRASTRUCTURE AND FOR STUDENTS THAT CONTRIBUTE TO THE INNOVATION WORKFORCE ENSURE THAT GRADUATE EDUCATION IS RESPONDING TO CURRENT AND FUTURE NEEDS OF THE INNOVATION WORKFORCE. BASED ON REVIEW OF ITS ACTIVITIES, STAFF ESTIMATED TO THE BEST OF ITS ABILITY THE TOTAL DOLLAR AMOUNT OF STAFF LABOR AND MATERIALS ASSOCIATED WITH THE ABOVE MENTIONED ACTIVITIES. 0 X 1476666 39476 39476 1437190 0 1437190 2244303 0 2244303 0 2244303 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, 2014 AND 2013. 1 X X 0 0 0 0 0 0 0 0 0 BRIAN FITZGERALD EXECUTIVE DIRECTOR 267524 0 22500 0 8092 0 13300 0 10193 0 321609 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.