BUSINESS-HIGHER EDUCATION FORUM: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BUSINESS-HIGHER EDUCATION FORUM (EIN 34-1986692)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-03-30
- IRS object ID
- 202330899349300708
- Schema version
- 2021v4.2
- 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) |
|---|---|---|
| Return | 2023-03-30T21:09:43-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521186096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINO AND COMPANY CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6903 ROCKLEDGE DRIVE SUITE 300 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208171818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341986692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSINESS - HIGHER EDUCATION FORUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUSI | BusinessNameControlTxt |
| Phone | 2023671189 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE 360 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN K FITZGERALD | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2023671189 | PhoneNum |
| Signature | 2023-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | FITZGERALD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAY VOLLANS CPA | PreparerPersonNm |
| PTIN | P01404047 | PTIN |
| Phone | 3015643636 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN K FITZGERALD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE 360 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,890,638 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BHEF.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE INNOVATION SOLUTIONS TO AMERICA'S EDUCATION AND WORKFORCE CHALLENGES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $940,944 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,567,438 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,025,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,200,020 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,190 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,397 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,983,140 | PYTotalRevenueAmt |
| CY Total Revenue | $2,813,855 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,837,849 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,661,027 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $634,297 | PYOtherExpensesAmt |
| CY Other Expenses | $712,194 | CYOtherExpensesAmt |
| PY Total Expenses | $2,472,146 | PYTotalExpensesAmt |
| CY Total Expenses | $2,373,221 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$489,006 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $440,634 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,952,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,129,134 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $718,938 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $665,867 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,233,131 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,463,267 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BHEF IS A MEMBERSHIP ORGANIZATION OF CORPORATE AND UNIVERSITY EXECUTIVE LEADERS THAT BUILDS PATHWAYS BETWEEN HIGHER EDUCATION AND THE WORKFORCE TO HELP EMPLOYERS FILL HIGH-DEMAND ROLES. THE BUSINESS-HIGHER EDUCATION FORUM IS A MEMBERSHIP ORGANIZATION THAT CONNECTS HIGHER EDUCATION INSTITUTIONS TO BUSINESS TALENT DEMAND. CORPORATE EXECUTIVES AND UNIVERSITY PRESIDENTS JOIN BHEF TO ANTICIPATE SKILLS NEEDS AND IMPROVE PATHWAYS BETWEEN HIGHER EDUCATION AND WORKFORCE. BHEF HELPS MEMBERS AND STRATEGIC PARTNERS: IDENTIFY HIGH-VALUE EMERGING SKILLS, DEVELOP PATHWAYS THAT QUICKLY SOURCE HIGH-VALUE TALENT, AND LEAD ACTION-ORIENTED FORUMS AND PARTNERSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $598,420 | ExpenseAmt |
| Revenue | $1,200,020 | RevenueAmt |
| Desc | MEMBERSHIP - BHEF INCURS EXPENSES RELATED TO THE BUSINESS OF CONDUCTING MEMBERSHIP ACTIVITY, WHICH INVOLVES RECRUITMENT, RETENTION, AND COMMUNICATION. THIS IS ACHIEVED THROUGH IN-PERSON PHONE MEETINGS, CORRESPONDENCE, AND COMMUNICATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $357,971 | ExpenseAmt |
| Desc | THE JPMC PROJECT IMPLEMENTS PROJECTS WITH BUSINESS ROUNDTABLE (BRT) COMPANIES IN IDENTIFIED REGIONS TO ACCELERATE ACCESS TO COMPETITIVE, READY-TO-WORK LEARNERS WITH IN-DEMAND SKILLS; FOSTER HIGH-PERFORMING INDUSTRY-HIGHER EDUCATION PARTNERSHIPS; AND EXPAND BUSINESS COMMITMENTS TO HIRING AND UPSKILLING WITH A FOCUS ON DIVERSE, TRADITIONALLY UNDERREPRESENTED POPULATIONS IN THE WORKFORCE. IN ADDITION TO SUPPORTING THE INDIVIDUAL REGIONAL PROJECTS, BHEF CONNECTS PARTNERS AND CAPTURES LEARNING ACROSS THE DIFFERENT INITIATIVES. THIS KNOWLEDGE CAPTURE WILL ALLOW ALL BRT AND BHEF MEMBERS TO BENEFIT AND LEARN FROM THE ACTIVITIES IN THIS WORK. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $121,070 | ExpenseAmt |
| Desc | ECMC - THE CONNECTICUT DIGITAL TALENT ECOSYSTEM INITIATIVE (DTEI), LED BY THE BUSINESS-HIGHER EDUCATION FORUM (BHEF) AND THE NEW ENGLAND BOARD OF HIGHER EDUCATION (NEBHE) WITH SUPPORT FROM THE ECMC FOUNDATION, WILL PARTNER WITH CONNECTICUT'S COLLEGE OF TECHNOLOGY, COMMUNITY COLLEGES AND EMPLOYERS TO DEVELOP NEW CREDENTIALS AND PATHWAYS TO DIGITAL SKILLS, PARTICULARLY FOR UNDER AND UNEMPLOYED INDIVIDUALS IMPACTED BY THE COVID-19 PANDEMIC. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $570,649 | ExpenseAmt |
| Desc | HIGHER EDUCATION WORKFORCE INITIATIVE (HEWI) - TO EXPAND OPPORTUNITIES FOR DIVERSE AND UNDER-REPRESENTED POPULATIONS IN THE AREAS OF STEM, DATA SCIENCE, AND CYBERSECURITY.TECH TALENT ACCELERATE SUPPORTS ACADEMIC INSTITUTIONS AND BUSINESSES IN CONNECTICUT IN DEVELOPING NEW ACADEMIC CREDENTIALS THAT ADDRESS PRESSING DIGITAL TECHNOLOGY SKILLS GAPS IN THE STATE. BHEF WORKS INDIVIDUALLY WITH COLLEGES AND UNIVERSITIES AND ALSO CONNECTS PARTNERS THROUGH A COMMUNITY OF PRACTICE. BHEF CAPTURES AND SHARES LEARNING WITHIN CONNECTICUT AND ACROSS BHEF'S MEMBERSHIP.CONFERENCES BHEF CONDUCTS SEMI-ANNUAL MEMBER CONFERENCES TO SUSTAIN THE CONTINUING DIALOGUE BETWEEN IT'S CORPORATE AND ACADEMIC MEMBERS AND FOUNDATION AND STRATEGIC PARTNERS ON ISSUES RELATED TO THE HIGHER EDUCATION, BUSINESS TALENT NEEDS, AND WORKFORCE DEVELOPMENT POLICY-MAKERS FROM STATE AND FEDERAL GOVERNMENTS ARE OFTEN INVITED TO PARTICIPATE IN THESE DISCUSSIONS. ACADEMIC, BUSINESS, AND PHILANTHROPIC LEADERS AT THE CUTTING-EDGE OF TECHNOLOGIES AND EDUCATIONAL PROGRAMMING PARTICIPATE. MANY GIVE PRESENTATIONS ON SUCCESSFUL LOCAL EDUCATIONAL EFFORTS THAT MAY BE APPLICABLE ON A BROADER REGIONAL OR NATIONAL SCALE. BHEF ALSO HOSTS VIRTUAL AND IN-PERSON CONVENINGS ON TOPICS AT THE INTERSECTION OF BUSINESS AND HIGHER EDUCATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $570,649 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,648,110 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STACEY BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023671189 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE 360 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARY PAPAZIAN | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRIAN A NAPACK | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSEPH E AOUN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY D ARMSTRONG | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRANDON BUSTEED | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN J DEGIOIA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE A I FREDERICK | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA GEVELBER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HARRIS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA K IPSEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EARL F MARTY MARTINN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RYAN OAKES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY D OLIAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY A PERMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN ROACH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY D SANDS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN K FITZGERALD | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $343,606 | $0 | $33,946 | ||
| DANIELLE TROYAN | |||||||
| VP OF MEMBERSHIP | 40.00 | $198,634 | $0 | $19,733 | Yes (X) | ||
| JENNIFER THORNTON | |||||||
| VP OF PROGRAMS | 40.00 | $179,961 | $0 | $21,280 | Yes (X) | ||
| STACEY BROWN | |||||||
| SR. DIRECTOR OF FIN & ADMIN | 40.00 | $147,462 | $0 | $16,742 | Yes (X) | ||
| JANET CHEN | |||||||
| DIRECTOR | 40.00 | $121,058 | $0 | $12,632 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $990,721 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $104,333 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUDNICKI CONSULTING | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 804 5TH STREET | AddressLine1Txt |
| City | MANHATTAN BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MEMBER SERVICES RESTRUCTURING CONSULTING | ServicesDesc |
| Compensation | $135,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,567,438 | AllOtherContributionsAmt |
| Total Contributions | $1,567,438 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $1,200,020 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,200,020 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,200,020 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,180 | TotalRevenueColumnAmt |
| Exclusion | $23,180 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $100,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $76,783 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,217 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,217 | TotalRevenueColumnAmt |
| Exclusion | $23,217 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,813,855 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,200,020 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $46,397 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,365 | TotalAmt |
| Program Services | $148,146 | ProgramServicesAmt |
| Management And General | $222,219 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,088,978 | TotalAmt |
| Program Services | $861,339 | ProgramServicesAmt |
| Management And General | $227,639 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,094 | TotalAmt |
| Program Services | $44,521 | ProgramServicesAmt |
| Management And General | $10,573 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,455 | TotalAmt |
| Program Services | $37,506 | ProgramServicesAmt |
| Management And General | $9,949 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,135 | TotalAmt |
| Program Services | $69,279 | ProgramServicesAmt |
| Management And General | $29,856 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,946 | TotalAmt |
| Management And General | $8,946 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,993 | TotalAmt |
| Program Services | $18,751 | ProgramServicesAmt |
| Management And General | $7,242 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,624 | TotalAmt |
| Program Services | $286,987 | ProgramServicesAmt |
| Management And General | $113,637 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,698 | TotalAmt |
| Program Services | $51,645 | ProgramServicesAmt |
| Management And General | $43,053 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,499 | TotalAmt |
| Program Services | $9,265 | ProgramServicesAmt |
| Management And General | $9,234 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,265 | TotalAmt |
| Program Services | $11,135 | ProgramServicesAmt |
| Management And General | $107,130 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,285 | TotalAmt |
| Program Services | $34,044 | ProgramServicesAmt |
| Management And General | $1,241 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,759 | TotalAmt |
| Management And General | $6,759 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,125 | TotalAmt |
| Management And General | $3,125 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OVERHEAD/G&A ALLOCATION | Desc |
| Total | $0 | TotalAmt |
| Program Services | $75,492 | ProgramServicesAmt |
| Management And General | -$75,492 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,373,221 | TotalAmt |
| Program Services | $1,648,110 | ProgramServicesAmt |
| Management And General | $725,111 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $748,150 | BOYAmt |
| EOY | $1,136,005 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $54,132 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $26,837 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,601 | BOYAmt |
| EOY | $35,219 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,074 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,317 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,516 | BOYAmt |
| EOY | $5,757 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,135,285 | BOYAmt |
| EOY | $871,184 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,517 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,952,069 | BOYAmt |
| EOY | $2,129,134 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,349 | BOYAmt |
| EOY | $135,143 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,000 | BOYAmt |
| EOY | $475,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,589 | BOYAmt |
| EOY | $55,724 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $718,938 | BOYAmt |
| EOY | $665,867 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,166,860 | BOYAmt |
| EOY | $682,644 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,271 | BOYAmt |
| EOY | $780,623 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,233,131 | BOYAmt |
| EOY | $1,463,267 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,952,069 | BOYAmt |
| EOY | $2,129,134 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $440,634 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$210,498 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,170,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,296,868 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,554,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $940,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,567,438 | CurrentTaxYearAmt |
| Total | $8,530,442 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,170,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,296,868 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,554,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $940,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,567,438 | CurrentTaxYearAmt |
| Total | $8,530,442 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,614,056 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,916,386 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,399 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,724 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,180 | CurrentTaxYearAmt |
| Total | $115,701 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $6 | CurrentTaxYearMinus1YearAmt |
| Total | $6 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,646,149 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,099,423 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,074 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,317 | DepreciationAmt |
| Book Value | $5,757 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,757 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED LEASE LIABILITY | Desc |
| Amt | $55,724 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $55,724 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,603,357 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$210,498 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$210,498 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,813,855 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,813,855 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,373,221 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,373,221 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,373,221 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FORUM IS EXEMPT FROM INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION BY THE INTERNAL REVENUE SERVICE (IRS). THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE FORUM MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE FORUM AND VARIOUS POSITIONS RELATED TO POTENTIAL SOURCES OF UNRELATED BUSINESS INCOME TAX (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LABILITIES FOR FISCAL YEARS 2022 AND 2021. 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, 2022 AND 2021. GENERALLY, THE TAX YEARS BEFORE 2019 ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN K FITZGERALD | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $323,606 | $0 | $20,000 | $0 | $0 | $0 | $19,416 | $0 | $14,530 | $0 | $377,552 | $0 | $0 | $0 |
| DANIELLE TROYAN | ||||||||||||||
| VP OF MEMBERSHIP | $175,242 | $0 | $0 | $0 | $23,392 | $0 | $10,515 | $0 | $9,218 | $0 | $218,367 | $0 | $0 | $0 |
| JENNIFER THORNTON | ||||||||||||||
| VP OF PROGRAMS | $169,961 | $0 | $10,000 | $0 | $0 | $0 | $10,198 | $0 | $11,082 | $0 | $201,241 | $0 | $0 | $0 |
| STACEY BROWN | ||||||||||||||
| SR. DIRECTOR OF FIN & ADMIN | $137,462 | $0 | $10,000 | $0 | $0 | $0 | $8,248 | $0 | $8,494 | $0 | $164,204 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | DANIELLE TROYAN RECEIVED A SEVERANCE PAYMENT OF $23,392. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 COLLEGES AND UNIVERSITIES AS WELL AS OTHER APPROPRIATE SENIOR EXECUTIVES OF SEVERAL FOUNDATIONS AND ASSOCIATIONS OF PRESIDENTS OF HIGHER EDUCATION INSTITUTIONS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL 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 MEMBERS REASONABLE NOTICE OF SUCH VOTES. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS PRESENTED TO ALL BOARD MEMBERS PRIOR TO IT BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO SIGN A COI AND UPDATE ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS APPROVES THE CEO'S SALARY USING AN EXTERNAL COMPENSATION CONSULTANT. THE BOARD MAINTAINS RECORDS OF CEO SALARY INCREASES AND BOARD APPROVALS. |
| 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 IX, LINE 11G | CONSULTING/CONTRACTING: PROGRAM SERVICE EXPENSES 281,987. MANAGEMENT AND GENERAL EXPENSES 113,037. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 395,024. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 5,000. MANAGEMENT AND GENERAL EXPENSES 600. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,600. |
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