2024-11-20T10:17:55-06:00 2023-12-31 822363929 HELFER AND COMPANY LLC 1899 L STREET NW SUITE 510 WASHINGTON DC 20036 990 2023-01-01 881254803 BAYH DOLE COALITION BAYH 2027694207 1722A WISCONSIN AVE NW WASHINGTON DC 20007 BRIAN O'SHAUGHNESSY CHAIR 2027694207 2024-11-20 1 1 ALAN S HELFER P00194206 2028274800 2024-11-20 2023 2024-10-15 13:58:12Z BRIAN O'SHAUGHNESSY 1722A WISCONSIN AVE NW WASHINGTON DC 20007 917920 0 X WWW.BAYHDOLECOALITION.ORG X 2022 DC THE BAYH-DOLE COALITION IS A DIVERSE GROUP OF RESEARCH AND INNOVATION-ORIENTED INDIVIDUALS AND ORGANIZATIONS COMMITTED TO PRESERVING THE BAYH-DOLE ACT, AS ARTICULATED BY SENATORS BAYH AND DOLE, INCLUDING BY SUPPORTING A STRONG , DEPENDABLE SYSTEM OF INTELLECTUAL PROPERTY RIGHTS AND INFORMING POLICYMAKERS, THE MEDIA, AND THE PUBLIC AT LARGE OF ITS MANY BENEFITS IN ENCOURAGING INNOVATION IN THE UNITED STATES AND AROUND THE WORLD. 4 4 0 4 0 0 510250 917920 0 0 0 0 0 0 510250 917920 0 0 0 0 84750 129840 0 0 33422 272957 616823 357707 746663 152543 171257 152543 377454 0 53654 152543 323800 X THE BAYH-DOLE COALITION IS A DIVERSE GROUP OF RESEARCH AND INNOVATION-ORIENTED INDIVIDUALS AND ORGANIZATIONS COMMITTED TO PRESERVING THE BAYH-DOLE ACT, AS ARTICULATED BY SENATORS BAYH AND DOLE, INCLUDING BY SUPPORTING A STRONG , DEPENDABLE SYSTEM OF INTELLECTUAL PROPERTY RIGHTS AND INFORMING POLICYMAKERS, THE MEDIA, AND THE PUBLIC AT LARGE OF ITS MANY BENEFITS IN ENCOURAGING INNOVATION IN THE UNITED STATES AND AROUND THE WORLD. 0 0 360322 PUBLISHED "FACES OF AMERICAN INNOVATION" A REPORT HIGHLIGHTING FIVE INSPIRATIONAL PEOPLE WHOSE WORK TO TRANSFORM EARLY-STAGE DISCOVERIES INTO COMMERCIAL PRODUCTS IMPROVED THE LIVES OF MILLIONS. BUILT A DIGITAL LIBRARY CONTAINING KEY HISTORICAL DOCUMENTS THAT CHRONICLE THE CREEATION AND LEGACY OF THE BAYH-DOLE ACT. 198259 ORGANIZED BRIEFINGS, WEBINARS AND PANEL DISCUSSIONS TO EDUCATE JOURNALISTS, POLICY EXPERTS, AND OTHER STAKEHOLDERS OF THE BAYH-DOLE ACT. 69047 EXPANDED THE BAYH-DOLE COALITION BY DEEPENING RELATIONSHIPS WITH ACADEMICS, UNIVERSITY TECH TRANSFERS OFFICES, AND OTHER PRO-INNOVATION STAKEHOLDERS. SUBMITTED LETTERS AND REGULATORY COMMENTS TO EDUCATE POLICYMAKERS ABOUT THE BAYH-DOLE ACT. GENERATED MEDIA PLACEMENTS TO EDUCATE THE PUBLIC ON THE BAYH-DOLE ACT. ORGANIZED A BRIEFING FOR POLICYMAKERS WITH THE FIVE INNOVATORS WHO RECEIVEDTHE INAUGURAL BAYH-DOLE COALITION AMERICAN INNOVATOR AWARD. BUILT A DIGITAL LIBRARY CONTAINING KEY HISTORICAL DOCUMENTS THAT CHRONICLE THECREATION AND LEGACY OF THE BAYH-DOLE ACT. EXPANDED THE BAYH-DOLE COALITION BY DEEPENING RELATIONSHIPS WITH ACADEMICS,UNIVERSITY TECH TRANSFER OFFICES, AND OTHER PRO-INNOVATION STAKEHOLDERS.SUBMITTED LETTERS AND REGULATORY COMMENTS TO EDUCATE POLICYMAKERS ABOUT THE BAYH-DOLE ACT. 627628 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 DC X THE ORGANIZATION 2027694207 1722A WISCONSIN AVE NW WASHINGTON DC 20007 BRIAN O'SHAUGHNESSY BOARD CHAIR 2.00 X X 0 0 0 CHRISTIAN ISRAEL TREASURER 1.00 X X 0 0 0 KAREN KERRIGAN SECRETARY 1.00 X X 0 0 0 EDWARD JONATHAN SODERSTROM DIRECTOR 1.00 X 0 0 0 JOSEPH P ALLEN EXECUTIVE DIRECTOR 35.00 X 129840 0 0 129840 0 0 1 0 0 0 KEYBRIDGE COMMUNICATIONS LLC 1722A WISCONSIN AVE NW WASHINGTON DC 20015 COALITION MANAGEMENT, MEDIA RELATIONS 140520 JOSEPH ALLEN & ASSOCIATES 60704 RT 26 SOUTH BETHESDA OH 43719 MANAGEMENT 129840 2 917920 917920 917920 0 0 0 X 129840 94783 35057 1035 1035 17741 17741 457746 424324 33422 2458 150 2308 3064 2237 827 1715 1286 429 6341 4629 1712 828 828 4318 4318 CONSULTING 80000 58400 21600 PROGRAM EXPENDITURES 39407 39407 SOFTWARE SUBSCRIPTIONS 2170 1584 586 746663 627628 85613 33422 100665 300389 50000 75000 1878 2065 152543 377454 0 53654 0 53654 X 152543 323800 152543 323800 152543 377454 171257 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, WHO THEN SENDS IT TO THE BOARD TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SHALL SEPARATELY ADOPT A CONFLICT OF INTEREST POLICY AND DISTRIBUTE ANNUAL DISCLOSURE FORMS FOR THE PURPOSE OF SCREENING CONFLICTS. IT IS THE POLICY OF THE ORGANIZATION THAT NO CONTRACT OR TRANSACTION BETWEEN THE ORGANIZATION AND ONE OR MORE OF ITS DIRECTORS OR OFFICERS, OR BETWEEN THE ORGANIZATION AND ANY "INTERESTED ENTITY" SHALL BE AUTHORIZED OR ENTERED INTO UNLESS THE MATERIAL FACTS AS TO THE INTEREST AND AS TO THE CONTRACT OR TRANSACTION ARE DISCLOSED OR ARE KNOWN TO THE BOARD, AND THE BOARD IN GOOD FAITH AUTHORIZES THE CONTRACT OR TRANSACTION BY AN AFFIRMATIVE VOTE OF A MAJORITY OF THE DIRECTORS OTHER THAN THE INTERESTED DIRECTOR(S) OF THE ORGANIZATION AND THE CONTRACT OR TRANSACTION IS IN THE INTERESTS OF THE ORGANIZATION. AN "INTERESTED ENTITY" INCLUDES ANY ENTITY (A) IN WHICH ONE OR MORE OF THE DIRECTORS OR OFFICERS OF THE ORGANIZATION (I) ARE DIRECTORS OR OFFICERS, OR (II) HAVE A FINANCIAL INTEREST; OR (B) IN WHICH ANY DIRECTOR OR OFFICER OF THE ORGANIZATION HAS ANY OTHER CONFLICT OF INTEREST. ANY INTERESTED DIRECTORS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE BOARD WHICH AUTHORIZES THE CONTRACT OR TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE GOVERNING BOARD, WHICH CONSISTS ENTIRELY OF INDEPENDENT MEMBERS, REVIEWS ON AN ANNUAL BASIS THE COMPENSATION OF THE EXECUTIVE DIRECTOR, TAKING INTO ACCOUNT RELEVANT BENCHMARKING DATA. ANY CHANGES TO THE EXECUTIVE DIRECTOR'S COMPENSATION MUST BE APPROVED BY THE BOARD. THE DISCUSSION IS MEMORIALIZED IN THE ORGANIZATION'S MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OUTSIDE CONTRACTORS: PROGRAM SERVICE EXPENSES 424,324. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 33,422. TOTAL EXPENSES 457,746.