BUSINESS-HIGHER EDUCATION FORUM: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BUSINESS-HIGHER EDUCATION FORUM (EIN 34-1986692)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-03-03
- IRS object ID
- 201140629349300224
- Schema version
- 2009v1.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-03T16:31:31-06:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tate and Tryon | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 15th Street NW Suite 900 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341986692 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Business - Higher Education Forum | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BUSI | NameControl |
| Phone | 2023671189 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 M Street NW No 800 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | brian k fitzgerald | Name |
| Title | Executive Director | Title |
| Phone | 2023671189 | Phone |
| Date Signed | 2011-03-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHEF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Brian K Fitzgerald | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 M Street NW No 800 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1872263 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.BHEF.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE INNOVATIVE SOLUTIONS TO AMERICA'S EDUCATION CHALLENGES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 650000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 755017 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1125000 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1060000 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -140762 | InvestmentIncomePriorYear |
| Investment Income Current Year | 57246 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1634238 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1872263 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 119152 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1740411 | OtherExpensePriorYear |
| Other Expenses Current Year | 1766368 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1740411 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1766368 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -106173 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 105895 | RevenuesLessExpensesCY |
| Total Assets BOY | 1564355 | TotalAssetsBOY |
| Total Assets EOY | 1740037 | TotalAssetsEOY |
| Total Liabilities BOY | 566053 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 613593 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 998302 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1126444 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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 CHALLENGES IN ORDER TO ENHANCE U.S. COMPETITIVENESS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 609141 | Expense |
| Description | 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 pipeline that leads to STEM careers. BHEF has collaborated with the Raytheon Company, a corporate member, on the development 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 student outcomes, augmenting the U.S. STEM Education Model, and advancing the development and use of predictive modeling and other analytic tools to inform education policy. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 334269 | Expense |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 225353 | Expense |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 339257 | Expense |
| Revenue | 1060000 | Revenue |
| Description | COMMUNICATIONS 220,734MEMBERSHIP 82,213GOVERNMENTAL RELATIONS 36,310 | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 339257 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1060000 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 1508020 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHBUCKLIN CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8005399740 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 M ST NW SUITE 800 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DAVID J SKORTON | ||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| WILLIAM H SWANSON | ||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| WARREN J BAKER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROBERT BERDAHL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WES BUSH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WINSTON J CHURCHILL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| M CHRISTINE DeVITA | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| David A Jones Jr | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| William E Kirwan II | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| David Maxwell | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Charles B Reed | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Edward B Rust Jr | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Richard Stephens | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Lee T Todd Jr | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Mark S Wrighton | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BRIAN FITZGERALD | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | X | 246000 | 0 | 10800 |
| CHRISTOPHER ROE | ||||||
| DEPUTY DIRECTOR/CFO | 40.00 | X | 150250 | 0 | 6544 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 396250 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 17344 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHBUCKLIN CORPORATION | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 M ST NW STE 800 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MANAGEMENT SERVICES | DescriptionOfServices |
| Compensation | 1096746 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 755017 | AllOtherContributions |
| Total Contributions | 755017 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEMBERSHIP DUES | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 1060000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1060000 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1060000 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35368 | TotalRevenueColumn |
| Exclusion | $35,368 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21878 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21878 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21878 | TotalRevenueColumn |
| Exclusion | $21,878 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1872263 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1060000 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $57,246 | ExclusionAmount |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1119871 | Total |
| Program Services | 936799 | ProgramServices |
| Management And General | 86035 | ManagementAndGeneral |
| Fundraising | 97037 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6095 | Total |
| Management And General | 6095 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210799 | Total |
| Program Services | 193468 | ProgramServices |
| Management And General | 17037 | ManagementAndGeneral |
| Fundraising | 294 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40620 | Total |
| Program Services | 35493 | ProgramServices |
| Management And General | 2557 | ManagementAndGeneral |
| Fundraising | 2570 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2996 | Total |
| Program Services | 2996 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31565 | Total |
| Program Services | 30384 | ProgramServices |
| Management And General | 1181 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105803 | Total |
| Program Services | 105754 | ProgramServices |
| Fundraising | 49 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8865 | Total |
| Management And General | 8865 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INFRASTRUCTURE FEES | 214124 | 180211 | 14913 | 19000 |
| PRINTING & PUBLICATIONS | 14861 | 14531 | 174 | 156 |
| BOOKS & SUBSCRIPTIONS | 6948 | 5317 | 1585 | 46 |
| MEMBERSHIP DUES | 2956 | 2691 | 265 | |
| MISCELLANEOUS | 865 | 376 | 489 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1766368 | Total |
| Program Services | 1508020 | ProgramServices |
| Management And General | 139196 | ManagementAndGeneral |
| Fundraising | 119152 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 609479 | BOY |
| EOY | 708679 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 940170 | BOY |
| EOY | 1014285 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14564 | BOY |
| EOY | 17073 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 732 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 732 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1564355 | BOY |
| EOY | 1740037 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41053 | BOY |
| EOY | 51093 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 525000 | BOY |
| EOY | 562500 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 566053 | BOY |
| EOY | 613593 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 907040 | BOY |
| EOY | 1122888 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91262 | BOY |
| EOY | 3556 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 998302 | BOY |
| EOY | 1126444 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1564355 | BOY |
| EOY | 1740037 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1128500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1294010 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1845000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1775000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1815017 | CurrentTaxYear |
| Total | 7857527 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1128500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1294010 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1845000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1775000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1815017 | CurrentTaxYear |
| Total | 7857527 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 598340 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7259187 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 70660 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 86970 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 72362 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40403 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35368 | CurrentTaxYear |
| Total | 305763 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3021 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 199 | CurrentTaxYearMinus3Years |
| Total | 3220 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8166510 | TotalSupport |
| Public Support Pertcentage170 | 0.88890 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.83410 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $4,467 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 4467 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | During the period of October 1, 2009 through September 30, 2010, BHEF engaged in de minimis efforts to support legislation and public policy that advanced its initiatives "College Readiness, Access and Success" and "Securing America's Leadership in Science, Technology, Engineering, and Mathematics (STEM)." 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 BHEF works with other business groups to promote the reauthorization of ESEA that will result in more students graduating from high school college-and work-ready and to 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 BHEF works with its members and 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", increase student awareness and interest in STEM, improve the recruitment, retention and renewal of highly effective teachers undergraduate persistence in STEM disciplines and raise awareness and change public attitudes about the importance of STEM education. Undergraduate Education BHEF works to promote programs and policies to increase associate and baccalaureate degree attainment in support of workforce needs. Graduate Education BHEF supports 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, and works to ensure that graduate education is responding to current and future needs of the innovation workforce. Specifically, BHEF urged members of Congress to pass America COMPETES legislation through letters to Senate Commerce, Science and Transportation Committee Chairman John D. Rockefeller IV and Ranking Member Kay Bailey Hutchison and to House of Representatives Committee on Science and Technology Chairman Bart Gordon (D-TN) and Speaker Nancy Pelosi and Republican Leader John Boehner. In addition, BHEF staff had minimal contact with Congressional staff members through phone, email, and personal visits regarding COMPETES legislation. [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.] | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 91262 | BeginningOfYearBalance |
| Other Expenditures | 87706 | OtherExpenditures |
| End Of Year Balance | 3556 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 237578 | BeginningOfYearBalance |
| Other Expenditures | 146316 | OtherExpenditures |
| End Of Year Balance | 91262 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 732 | OtherCostOrOtherBasis |
| Depreciation | 732 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 1872263 | TotalRevenue |
| Total Expenses | 1766368 | TotalExpenses |
| Excess Or Deficit For Year | 105895 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 22247 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 22247 | TotalAdjustments |
| Excess Or Deficit Per FS | 128142 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1894510 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 22247 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 22247 | RevenueNotRptdF990 |
| Revenue Subtotal | 1872263 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1872263 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1766368 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1766368 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1766368 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | 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 NEW ASSETS CONSISTED OF $3,556 RESTRICTED FOR COLLEGE READINESS INITIATIVE AND $0 FOR "STEM". |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | 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 believes it is no longer subject to U.S. federal, state, and local income tax examinations by taxing authorities for years before 2007. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN FITZGERALD | |||||||||||||
| 237000 | 0 | 9000 | 0 | 0 | 0 | 6750 | 0 | 4050 | 0 | 256800 | 0 | 0 | 0 |
| CHRISTOPHER ROE | |||||||||||||
| 141750 | 0 | 8500 | 0 | 0 | 0 | 3500 | 0 | 3044 | 0 | 156794 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 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 institutions. |
| Form 990, Part VI, Section A, line 7a | All thirteen 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 all 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 XI, LINE 2C | THE AUDIT OVERSIGHT PROCESS HAS REMAIN UNCHANGED FROM THE PRIOR YEAR. |