2025-11-17T15:29:47-06:00 2024-12-31 822363929 HELFER AND COMPANY LLC 1899 L STREET NW SUITE 550 WASHINGTON DC 20036 990 2024-01-01 881254803 BAYH DOLE COALITION BAYH 2027694207 712 H STREET NE 1226 WASHINGTON DC 200023627 BRIAN O'SHAUGHNESSY CHAIR 2027694207 2025-11-17 1 0 ALAN S HELFER P00194206 2028274800 2025-11-17 2024 2025-03-06 01:10:19Z X BRIAN O'SHAUGHNESSY 712 H STREET NE 1226 WASHINGTON DC 200023627 812075 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 917920 812075 0 0 0 0 0 0 917920 812075 0 0 0 0 129840 0 0 0 25000 616823 1007347 746663 1007347 171257 -195272 377454 128778 53654 250 323800 128528 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 294788 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. 561207 ORGANIZED WEBINARS AND VIRTUAL BRIEFINGS TO EDUCATE JOURNALISTS, LAWMAKERS, AND OTHER STAKEHOLDERS ON THE BAYH-DOLE ACT. 62818 EXPANDED THE BAYH-DOLE COALITION BY DEEPENING RELATIONSHIPS WITH ACADEMICS, UNIVERSITY TECH TRANSFER OFFICES, AND OTHER PRO-INNOVATION STAKEHOLDERS. ORGANIZED A BRIEFING FOR POLICYMAKERS WITH THE FIVE INNOVATORS WHO RECEIVED THE COALITION'S AMERICAN INNOVATOR AWARD. PUBLISHED A MONTHLY NEWSLETTER TO UPDATE JOURNALISTS, LAWMAKERS, AND OTHER STAKEHOLDERS ON THE ACTIVITIES OF THE BAYH-DOLE COALITION. SUBMITTED NUMBERS LETTERS AND REGULATORY COMMENTS TO EDUCATE POLICYMAKERS ABOUT THE BAYH-DOLE ACT. GENERATED MEDIA PLACEMENTS AND PRODUCED AND DISTRIBUTED NUMEROUS VIDEOS TO EDUCATE THE PUBLIC ON THE BAYH-DOLE ACT. 918813 0 0 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 1 3 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 1 0 X THE ORGANIZATION 2027694207 712 H STREET NE 1226 WASHINGTON DC 200023627 X 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 0 0 0 0 0 0 0 KEYBRIDGE COMMUNICATIONS LLC 1722A WISCONSIN AVE NW WASHINGTON DC 20015 COALITION MANAGEMENT, MEDIA RELATIONS 652440 JOSEPH ALLEN & ASSOCIATES 60704 RT 26 SOUTH BETHESDA OH 43719 CONSULTING SERVICES 146000 2 805250 6825 812075 812075 0 0 0 X 2687 2687 15949 15949 65147 65147 564399 502679 36720 25000 356 356 3096 2260 836 1748 1311 437 6883 5024 1859 4690 4690 PROGRAM EXPENDITURES 340108 340108 SOFTWARE SUBSCRIPTIONS 2284 2284 1007347 918813 63534 25000 300389 126903 75000 0 2065 1875 377454 128778 53654 250 53654 250 X 323800 128528 323800 128528 377454 128778 -195272 0 X 0 0 0 0 0 0 800250 65147 65147 65147 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 15 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 393,399. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 25,000. TOTAL EXPENSES 418,399. CONSULTING: PROGRAM SERVICE EXPENSES 109,280. MANAGEMENT AND GENERAL EXPENSES 36,720. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 146,000.