2011-03-03T16:31:31-06:00 2010-09-30 Tate and Tryon 805 15th Street NW Suite 900 Washington DC 20005 990 2009-10-01 341986692 Business - Higher Education Forum BUSI 2023671189 2025 M Street NW No 800 Washington DC 20036 brian k fitzgerald 2023671189 2011-03-03 1 2022932200 2009 2016-02-24 21:20:13Z BHEF Brian K Fitzgerald 2025 M Street NW No 800 Washington DC 20036 1872263 0 X www.BHEF.com X 2004 DC TO ADVANCE INNOVATIVE SOLUTIONS TO AMERICA'S EDUCATION CHALLENGES 16 15 0 0 0 0 650000 755017 1125000 1060000 -140762 57246 0 1634238 1872263 0 0 0 0 119152 1740411 1766368 1740411 1766368 -106173 105895 1564355 1740037 566053 613593 998302 1126444 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. 0 0 609141 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. 334269 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. 225353 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. 339257 1060000 COMMUNICATIONS 220,734MEMBERSHIP 82,213GOVERNMENTAL RELATIONS 36,310 339257 1060000 1508020 1 1 0 1 0 0 0 0 0 1 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 4 0 1 0 1 0 0 0 0 0 0 0 0 0 16 15 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 ST NW SUITE 800 WASHINGTON DC 20036 DAVID J SKORTON 1.00 X X 0 0 0 WILLIAM H SWANSON 1.00 X X 0 0 0 WARREN J BAKER 1.00 X 0 0 0 ROBERT BERDAHL 1.00 X 0 0 0 WES BUSH 1.00 X 0 0 0 WINSTON J CHURCHILL 1.00 X 0 0 0 M CHRISTINE DeVITA 1.00 X 0 0 0 David A Jones Jr 1.00 X 0 0 0 William E Kirwan II 1.00 X 0 0 0 David Maxwell 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 Richard Stephens 1.00 X 0 0 0 Lee T Todd Jr 1.00 X 0 0 0 Mark S Wrighton 1.00 X 0 0 0 BRIAN FITZGERALD 40.00 X X 246000 0 10800 CHRISTOPHER ROE 40.00 X 150250 0 6544 396250 0 17344 2 0 1 0 SMITHBUCKLIN CORPORATION 2025 M ST NW STE 800 WASHINGTON DC 20036 MANAGEMENT SERVICES 1096746 1 755017 755017 MEMBERSHIP DUES 611710 1060000 1060000 1060000 35368 35368 21878 21878 21878 21878 1872263 1060000 0 57246 1119871 936799 86035 97037 6095 6095 210799 193468 17037 294 40620 35493 2557 2570 2996 2996 31565 30384 1181 105803 105754 49 8865 8865 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 1766368 1508020 139196 119152 609479 708679 940170 1014285 14564 17073 732 732 142 0 1564355 1740037 41053 51093 525000 562500 566053 613593 X 907040 1122888 91262 3556 998302 1126444 1564355 1740037 X 0 1 1 X 0 X 1128500 1294010 1845000 1775000 1815017 7857527 1128500 1294010 1845000 1775000 1815017 7857527 598340 7259187 70660 86970 72362 40403 35368 305763 3021 199 3220 8166510 0.88890 0.83410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 4467 0 0 4467 0 Part II-B, Line 1i: Explanation of Other Lobbying Activities: 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.] 91262 87706 3556 237578 146316 91262 1.00000 0 0 732 732 0 0 1872263 1766368 105895 22247 22247 128142 1894510 22247 22247 1872263 0 1872263 1766368 0 1766368 0 1766368 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. 1 X X 0 0 0 0 0 0 0 0 0 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 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.