2012-11-15T11:47:26-06:00 2011-12-31 341876254 CBIZ MHM LLC 28614 MARLBORO AVE SUITE 103 EASTON MD 21601 990 2011-01-01 264336291 BUSINESS FORWARD INC BUSI 2028611272 1717 RHODE ISLAND AVE NW NO 660 WASHINGTON DC 20036 JAMES DOYLE 2028611272 2012-11-15 1 STEVE J OCHSE P00040847 4108226950 2011 2016-02-24 21:20:13Z JAMES DOYLE 1717 RHODE ISLAND AVE NW NO 660 WASHINGTON DC 20036 1375000 0 X HTTP://WWW.BUSINESSFWD.ORG X 2009 DC TO BUILD BUSINESS AND MEMBER SUPPORT FOR POLICIES THAT PROMOTE AMERICA'S ECONOMIC COMPETITIVENESS. 8 7 6 0 0 0 0 0 698000 1375000 0 0 0 0 698000 1375000 0 15000 0 0 503010 578604 0 0 0 484945 577491 987955 1171095 -289955 203905 110935 219155 372031 276346 -261096 -57191 X BUSINESS FORWARD BUILDS BUSINESS AND MEMBER SUPPORT FOR POLICIES THAT PROMOTE AMERICA'S ECONOMIC COMPETITIVENESS. TOGETHER WITH THE HELP OF MANY OF THE WORLD'S LARGEST COMPANIES, WE RECRUIT, BRIEF AND ASSIST FORTUNE 1000 EXECUTIVES, SMALL BUSINESS OWNERS, VENTURE CAPITALISTS AND ENTREPRENEURS LOOKING FOR A MEANINGFUL WAY TO PARTICIPATE IN POLICY DEBATES. BUSINESS FORWARD OPERATES EXCLUSIVELY FOR PURPOSES RELATED TO COMMON BUSINESS INTERESTS WITHIN THE MEANING OF SECTION 501(C)6 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THESE PURPOSES INCLUDE (I) PROMOTING DISCUSSIONS, SOLUTIONS AND ADVANCEMENTS THAT WILL ENHANCE ECONOMIC COMPETITIVENESS FOR AND AMONG BUSINESS, (II) PROMOTING POLICIES AND CONDUCTING ACTIVITIES FOR THE BETTERMENT OF BUSINESS PERFORMANCE IN THE OVERALL ECONOMY, (III) ADVOCATING FOR PRIORITIES, INITIATIVES AND EFFORTS THAT WILL HASTEN ECONOMIC RECOVERY AND BUSINESS PRODUCTIVITY, AND (IV) FOSTERING COOPERATION AMONG BUSINESSES AND PROVIDING FORUMS FOR EDUCATION AND 0 0 THE ORGANIZATION COMMUNICATES WITH THE BUSINESS COMMUNITY AND ITSMEMBERS ON ISSUES IMPORTANT TO THE ORGANIZATION (INCLUDING HEALTHCARE, EDUCATION, ENERGY, FINANCIAL REGULATORY, IMMIGRATION, IPPROTECTION AND OTHER REFORMS) AND CONSISTENT WITH ITS MISSION ANDEXEMPT PURPOSES THROUGH (1) ISSUE BRIEFS, (2) INDUSTRY SURVEYS,AND (3) REPORTS CONTAINING THIRD PARTY CONTENT (COLLECTIVELY, THE"PAPERS"). THESE ARE DISTRIBUTED AT EVENTS AND THROUGH THEORGANIZATION'S WEBSITE AND E-MAIL COMMUNICATIONS.THROUGH EMAIL COMMUNICATIONS, WHICH INCLUDED UPDATES ON THEORGANIZATION'S ACTIVITIES, THE ACTIVITIES OF THE ORGANIZATION'SMEMBERS, AND RESEARCH AND MEDIA REPORTS COVERING ISSUES OFINTEREST TO THE MEMBERS. EMAILS WERE USED TO INVITE MEMBERS TOMEMBER BRIEFINGS AND PANELS. THE ORGANIZATION SPONSORS MEMBER BRIEFINGS, PANELS AND OTHEREVENTS THROUGHOUT THE COUNTRY FOCUSING ON HEALTH CARE, CLEANENERGY, EDUCATION, ENVIRONMENTAL REFORMS AND OTHER PUBLIC POLICYAREAS. THE ORGANIZATION CONDUCTS PRESS BRIEFINGS AND OUTREACH TO GAINPOSITIVE AND EFFECTIVE DISSEMINATION OF THE ORGANIZATION'SACTIVITIES, TO ENCOURAGE RECRUITMENT, AND TO PROMOTE THEORGANIZATION AND MEMBER CONTENT. IN ADDITION, THE ORGANIZATIONPROVIDES EDUCATION AND TRAINING TO MEMBERS REGARDING RESPONSES ANDDISCUSSIONS WITH THE MEDIA CONCERNING ISSUES AFFECTING THEIRINDUSTRY AND ACTIVITIES OF THE ORGANIZATION, CONSISTENT WITH THEORGANIZATION'S EXEMPT PURPOSE. 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 15 0 6 1 0 0 0 0 1 1 0 X 8 7 0 0 0 0 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 0 DC X CBIZ MHM LLC 4108226950 28614 MARLBORO AVE SUITE 103 EASTON MD 21601 JAMES DOYLE 30.00 X X 250000 0 0 DAVID SUTPHEN 1.00 X X 0 0 0 ERIK SMITH 1.00 X 0 0 0 ROB SHEPARDSON 1.00 X 0 0 0 BERT KAUFMAN 40.00 X X 119590 0 0 MELISSA MOSS 1.00 X 0 0 0 HILARY ROSEN 1.00 X 0 0 0 JACKSON DUNN 1.00 X 0 0 0 KELLY CRAIGHEAD 1.00 X 0 0 0 369590 0 0 2 0 1 0 HELEN MILBY & CO 233 PENNSYLVANIA AVE SE 2ND FLR WASHINGTON DC 20003 CONSULTING 157500 PORTICO POLICY ADVISORS LLC 1717 RHODE ISLAND AVE NW SUITE 66 WASHINGTON DC 20036 RENT 112555 2 MEMBERSHIP DUES 813410 1350000 1350000 CONVENTION FEES 813410 25000 25000 1375000 1375000 1375000 0 0 15000 369590 131253 47241 30520 14970 18655 2550 2318 96555 84535 2049 3021 3822 CONSULTING 165000 EVENT EXPENSES 83343 WEBSITE EXPENSE 44266 TELEPHONE 22762 33645 1171095 107432 194601 16714 8160 3503 8554 0 16000 110935 219155 70734 25891 301297 250455 372031 276346 X 0 0 0 0 -261096 -57191 -261096 -57191 110935 219155 203905 0 X 0 0 0 0 0 1 1350000 54834 28638 83472 135000 -51528 16714 8160 8554 8554 LETTER OF CREDIT 16000 16000 0 CENTER FOR AMERICAN PROGRESS 5000 GRANT US SMALL BUSINESS ADMINISTRATION 10000 GRANT X X 0 0 0 JAMES DOYLE 250000 0 0 0 0 0 0 0 0 0 250000 0 0 0 BERT KAUFMAN 119590 0 0 0 0 0 0 0 0 0 119590 0 0 0 PORTICO POLICY ADVISORS LLC JAMES DOYLE OWNS PPA 112555 RENT 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT PAY DUES YEARLY. 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FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS MEMBERS THAT PAY DUES YEARLY. ACCORDING TO LEGAL COUNSEL MINUTES ARE NOT REQUIRED TO BE MAINTAINED FOR THE BOARD OF DIRECTORS. THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. THE TAX RETURN IS PREPARED BY ACCOUNTANTS AND THEN LOOKED OVER THOROUGHLY BY MEMBERS OF THE BOARD BEFORE IT IS FILED. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY AT ITS REGULAR MEETINGS OF THE BOARD AND STAFF. EACH MEMBER OF THE BOARD AND EVERY EMPLOYEE OF THE ORGANIZATION HAS RECEIVED A WRITTEN CONFLICT OF INTEREST POLICY. THE ORGANIZATION INITIATED A PROCESS TO DETERMINE COMPENSATION FOR THE PRESIDENT BY REVIEWING PUBLICLY AVAILABLE COMPARABILITY DATA AND TAKING INTO ACCOUNT EDUCATION AND PRIOR EXPERIENCE. NO DOCUMENTS AVAILABLE TO THE PUBLIC.