2012-07-13T14:16:46-05:00 2011-09-30 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVENUE SUITE 500 BETHESDA MD 20814 990 2010-10-01 341986692 BUSINESS - HIGHER EDUCATION FORUM BUSI 2023671189 2025 M STREET NW NO 800 WASHINGTON DC 20036 BRIAN K FITZGERALD 2023671189 2012-07-13 1 DANIEL L WEAVER 3019860600 2010 2016-02-24 21:20:13Z BHEF BRIAN K FITZGERALD 2025 M STREET NW NO 800 WASHINGTON DC 20036 1623453 0 X WWW.BHEF.COM X 2004 DC TO ADVANCE INNOVATIVE SOLUTIONS TO AMERICA'S EDUCATION CHALLENGES. 16 16 0 0 0 0 755017 217180 1060000 1023000 57246 35844 0 0 1872263 1276024 0 0 0 0 0 0 0 0 113499 1766368 1629186 1766368 1629186 105895 -353162 1740037 1393221 613593 664552 1126444 728669 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 480826 STEMSECURING AMERICA'S LEADERSHIP IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS (STEM INITIATIVE) IS A BHEF INITIATIVE THAT SEEKS TO DOUBLE THE CURRENT NUMBER OF STEM COLLEGE GRADUATES BY STRENGTHENING THE MATHEMATICS AND SCIENCE TEACHING WORKFORCE, AND PURSUING PROMISING STRATEGIES TO STRENGTHEN THE EDUCATION PIPLINE THAT LEADS TO STEM CAREERS. BHEF HAS COLLABORATED WITH THE RAYTHEON COMPANY, A CORPORATE MEMBER, ON THE DEVELOPMENTS OF THE U.S. STEM EDUCATION MODEL, A TOOL THAT PERMITS USERS TO EXAMINE THE IMPACT OF PROPOSED POLICY INTERVENTIONS AND STRATEGIES ON THE NUMBER OF STEM-CAPABLE AND INTERESTED STUDENTS. BHEF ALSO HOSTS THE STEM RESEARCH AND MODELING NETWORK(SRMN), AN OPEN INNOVATION OPEN COMMUNITY DEVOTED TO INCREASING STEM STUDENTS OUTCOMES, AUGMENTING THE U.S. STEM EDUCATION MODEL, AND ADVANCING THE DEVELOPMENT AND USE OF PREDICTIVE MODELING AND OTHER ANALYTIC TOOLS TO INFORM EDUATION POLICY. 377146 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. 267859 COLLEGE READINESS INITIATIVETHE COLLEGE READINESS, ACCESS AND SUCCESS INITIATIVE (CRI) IS A DYNAMIC PLATFORM FOR BUSINESS AND HIGHER EDUCATION TO WORK TOGETHER TO PROMOTE COLLEGE READINESS, ACCESS, AND SUCCESS FOR UNDERSERVED POPULATIONS. CRI ADDRESSES CRITICAL ISSUES IN THE PRESCHOOL-THROUGH-GRADUATE SCHOOL EDUCATION PIPELINE; IDENTIFIES PRACTICAL SOLUTIONS TO LOCAL EDUCATION CONCERNS; FOCUSES ON SYSTEMIC SOLUTIONS AND PROGRAMS THAT SUPPORT SYSTEMIC CHANGE; AND CREATES A PLATFORM FOR LOCAL/STATE MEMBER-LED PARTNERSHIPS TO DEVELOP STRATEGIC APPROACHES, TEST THEM, AND DISSEMINATE LESSONS LEARNED. 256046 COMMUNICATIONS 175,368MEMBERSHIP 53,795GOVERNMENTAL RELATIONS 18,675NEW INITIATIVE 8,208 256046 1381877 1 1 0 1 0 0 0 0 1 1 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 0 1 6 0 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 X SMITHBUCKLIN CORPORATION 8005399740 2025 M STREET NW SUITE 800 WASHINGTON DC 20036 WILLIAM E KIRWAN II 1.00 X X 0 0 0 WES BUSH 1.00 X X 0 0 0 MOLLY CORBETT BROAD 1.00 X 0 0 0 CHARLES L HARRINGTON 1.00 X 0 0 0 WALTER P HAVENSTEIN 1.00 X 0 0 0 DAVID A JONES JR 1.00 X 0 0 0 RENU KHATOR 1.00 X 0 0 0 MICHAEL D KING 1.00 X 0 0 0 DAVID MAXWELL 1.00 X 0 0 0 SEAN O'KEEFE 1.00 X 0 0 0 CHARLES B REED 1.00 X 0 0 0 EDWARD B RUST JR 1.00 X 0 0 0 DAVID J SKORTON 1.00 X 0 0 0 RICHARD STEPHENS 1.00 X 0 0 0 WILLIAM H SWANSON 1.00 X 0 0 0 MARK S WRIGHTON 1.00 X 0 0 0 BRIAN FITZGERALD 40.00 X 239250 0 11632 CHRISTOPHER ROE 40.00 X 36225 0 1362 275475 0 12994 1 0 1 0 SMITHBUCKLIN CORPORATION 2025 M ST NW SUITE 800 WASHINGTON DC 20036 MANAGEMENT SERVICES 1258551 1 217180 217180 MEMBERSHIP DUES 611710 1012500 1012500 SPONSORSHIPS 900099 10500 10500 1023000 30435 30435 352838 347429 5409 5409 5409 1276024 1028409 0 30435 1033382 870594 72824 89964 3548 3548 154363 134766 19597 55507 45068 7423 3016 54 54 21365 20117 1151 97 99792 99792 8487 8487 INFRASTRUCTURE FEES 214999 182428 13146 19425 MISCELLANEOUS 16589 9509 7016 64 PRINTING & PUBLICATION 13394 12392 473 529 MEMBERSHIP DUES 5402 5402 BOOKS & SUBSCRIPTIONS 1304 755 145 404 1000 1000 1629186 1381877 133810 113499 708679 375042 56000 8208 17073 12284 732 732 0 0 1014285 941687 1740037 1393221 51093 39552 562500 625000 613593 664552 X 1122888 672669 3556 56000 1126444 728669 1740037 1393221 X -353162 -44613 X 0 1 1 X 0 X 1294010 1845000 1775000 1815017 1229639 7958666 1294010 1845000 1775000 1815017 1229639 7958666 596024 7362642 86970 72362 40403 35368 30435 265538 199 199 8224403 0.89520 0.88890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 4500 0 0 4500 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: 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. 3556 56000 3556 56000 91262 87706 3556 237578 146316 91262 0.00000 1.00000 0 0 732 732 0 0 1276024 1629186 -353162 -8418 -36195 -44613 -397775 1267606 -8418 -8418 1276024 0 1276024 1629186 0 1629186 0 1629186 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FORUM ADOPTED THE ACCOUNTING STANDARD RELATED TO UNCERTAIN INCOME TAX POSITIONS DURING THE YEAR ENDED SEPTEMBER 30, 2010. 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, 2011 AND 2010. PART V, LINE 4: ALL CONTRIBUTIONS AND GRANTS ARE CONSIDERED TO BE AVAILABLE FOR UNRESTRICTED USE UNLESS SPECIALLY RESTRICTED BY THE DONOR. AMOUNTS RECEIVED THAT ARE DESIGNATED FOR FUTURE PERIODS OR RESTRICTED BY THE DONOR FOR SPECIFIC PURPOSES ARE REPORTED AS AN INCREASE IN TEMPORARILY RESTRICTED NET ASSETS. THE FORUM'S TEMPORARILY RESTRICTED NET ASSETS CONSISTED OF $56,000 RESTRICTED FOR COLLEGE READINESS INITIATIVE AND 40 FOR "STEM". 1 X X 0 0 0 0 0 0 0 0 0 BRIAN FITZGERALD 239250 0 0 0 0 0 0 0 11632 0 250882 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 FORUMS 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -8,418. PRIOR PERIOD ADJUSTMENTS: -36,195. TOTAL TO FORM 990, PART XI, LINE 5: -44,613.