2024-04-24T12:50:25-05:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-07-01 522300278 HIGHER EDUCATION USER GROUP INC HIGH 3178041093 4904 S POWER RD 103 MESA AZ 85212 LISA SKINNER VP OF FINANCE/TREASURER 3178041093 2024-04-24 1 LISA SKINNER 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOSHUA VINCENT 4904 S POWER RD 103 MESA AZ 85212 3799523 0 X WWW.HEUG.ORG X 2001 DC SEE PART III, LINE 1. 14 14 0 200 64311 0 0 0 3031443 3758512 21446 24910 11317 7381 3064206 3790803 0 0 0 0 0 0 0 0 0 3368830 3270219 3368830 3270219 -304624 520584 3394691 3737644 761946 570479 2632745 3167165 X HEUG'S MISSION IS TO EDUCATE AND ADVOCATE BY SHARING OF IDEAS, INFORMATION AND EXPERIENCES AMONG ITS MEMBERS, TO LEVERAGE COMMUNITY EXPERTISE AND FACILITATE CONNECTIONS AMONG MEMBERS AND HEUG PARTNERS. 0 0 2798086 3758512 PAID MEMBERSHIPS TO HEUG PROVIDE INSTITUTIONS AND MEMBERS ACCESS TO A GLOBAL NETWORK OF INDIVIDUALS TO SHARE EXPERIENCES AND KNOWLEDGE OF THE USE OF VARIOUS ENTERPRISE INFORMATION SOFTWARE AND SYSTEMS OF SERVICES FOR HIGHER EDUCATION. PAID PARTNER MEMBERSHIP FOR HEUG PROVIDE OUR PARTNERS THE ABILITY TO CONNECT WITH HIGHER EDUCATION INSTITUTIONS TO PROVIDE NEW RESOURCES AND TO GAIN FEEDBACK FROM INSTITUTIONS ON UPDATED REGULATIONS AND POLICIES WHICH MAY IMPACT THE USE OF THEIR ENTERPRISE INFORMATION SOFTWARE.HEUG CONDUCTS SEVERAL ANNUAL GLOBAL CONFERENCES FOR HIGHER EDUCATION INSTITUTIONS WHICH SHOWCASES THEIR USE OF UTILIZING PROVIDING EFFICIENCIES IN THE USE OF ENTERPRISE INFORMATION SOFTWARE, SYSTEMS, OR SERVICES (FOR THE MANAGEMENT OF ITS STUDENTS, EMPLOYEES, AND/OR RESOURCES). 2798086 1 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 0 1 1 1 AS 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BAKER TILLY US LP ATTN REBECCA G 4088395696 2055 E WARNER ROAD SUITE 101 TEMPE AZ 85284 X JOSHUA VINCENT PRESIDENT 5.00 X X 0 0 0 MICHAEL RUSSELL PAST PRESIDENT 5.00 X X 0 0 0 KELLY WILKER VP OF EDUCATION & ENGAGEME 5.00 X X 0 0 0 JASPER FABER VP OF DEVELOPMENT & PRES. 5.00 X X 0 0 0 CASEY BROWN SECRETARY 5.00 X X 0 0 0 LISA SKINNER VP OF FINANCE & TREASURER 5.00 X X 0 0 0 JASON WENRICK DIRECTOR 2.00 X 0 0 0 BARRY HUDSON DIRECTOR 2.00 X 0 0 0 DERRY FONG DIRECTOR 2.00 X 0 0 0 RENEE RILEY DIRECTOR 2.00 X 0 0 0 CHERI MCENTEE DIRECTOR 2.00 X 0 0 0 GARY PRATT DIRECTOR (UNTIL 5/5/23) 2.00 X 0 0 0 ANGELINA GOMEZ DIRECTOR 2.00 X 0 0 0 DANIEL LABRECQUE DIRECTOR 2.00 X 0 0 0 JESSICA HOLLER DIRECTOR 2.00 X 0 0 0 BRITTANY MOON EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 HIGHER LOGIC LLC PO BOX 645579 PITTSBURGH PA 152645253 ADMIN./CONF. PLAN. & TECH. SERVICES 1320956 VIDEO WEST INC 1050 N 52ND ST PHOENIX AZ 85008 AUDIO/VISUAL SERVICES 332752 CONTEMPORARY PRODUCTIONS 190 CARONDELET PLAZA SUITE 11 ST LOUIS MO 63105 AUDIO/VISUAL SERVICES 101996 3 CONFERENCE REVENUE 611710 2866661 2866661 MEMBERSHIP DUES 611710 731540 731540 WEBINARS 611710 96000 96000 ONLINE SPONSORSHIPS 541800 44000 44000 CAREER CENTERS 611710 20311 20311 3758512 24905 24905 8725 8720 5 5 5 OTHER REVENUE 900099 7381 7381 7381 3790803 3694201 64311 32291 802388 624706 177682 3485 1188 2297 121308 41362 79946 8725 8725 40100 35164 4936 4485 4371 114 52854 18021 34833 130231 83546 46685 1923279 1843386 79893 3508 2558 950 BANK FEES 104604 76286 28318 SUPPLIES & MATERIALS 51438 50130 1308 MISCELLANEOUS 23814 17368 6446 3270219 2798086 472133 0 1622985 1585988 782754 754636 13947 369861 894141 925426 80864 101733 3394691 3737644 286576 54141 475370 516338 761946 570479 X 2632745 3167165 2632745 3167165 3394691 3737644 X 520584 15446 -1610 X 0 1 X 1 0 X 5165082 1761917 1818576 2953693 3694201 15393469 5165082 1761917 1818576 2953693 3694201 15393469 0 309765 220735 301620 368018 9485 1209623 309765 220735 301620 368018 9485 1209623 14183846 25516 41154 18135 20178 24905 129888 25516 41154 18135 20178 24905 129888 11317 7381 18698 5190598 1803071 1836711 2985188 3726487 15542055 0.91260 0.91250 0.00840 0.00670 X 0 3797524 15446 15446 3782078 8725 8725 3790803 3261494 0 3261494 8725 8725 3270219 FORM 990, PART VI, SECTION A, LINE 3 HEUG HAS ENTERED INTO AGREEMENTS WITH HIGHER LOGIC, LLC, AN ONLINE COMMUNITY SOFTWARE COMPANY, TO PROVIDE VARIOUS SERVICES, INCLUDING EXECUTIVE DIRECTOR SERVICES, TECHNICAL SUPPORT, FINANCIAL SERVICES AND VARIOUS EVENT MANAGEMENT AND SUPPORT SERVICES. BRITTANY MOON, HEUG EXECUTIVE DIRECTOR, IS AN EMPLOYEE OF HIGHER LOGIC, LLC. THE $1,320,956 REPORTED IN PART VII, SECTION B INCLUDES COMPENSATION FOR EXECUTIVE DIRECTOR SERVICES, ALONG WITH FEES FOR THE OTHER HIGHER LOGIC SERVICES. IN PART IX, THE HIGHER LOGIC FEES ARE INCLUDED IN BOTH LINES 11A AND 19. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSES OF MEMBERSHIP BASED UPON THE TYPE OF INSTITUTION OR ENTITY. FORM 990, PART VI, SECTION A, LINE 7A AN APPROVED SLATE OF CANDIDATES IS PRESENTED TO THE HEUG MEMBERSHIP FOR ELECTION BY MEMBER REPRESENTATIVES OF PAID INSTITUTIONAL MEMBERS OF HEUG. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE TREASURER WHO THEN WILL SHARE IT WITH THE EXECUTIVE TEAM PRIOR TO FILING WITH THE IRS. A COPY OF THE FORM 990 WILL BE PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE SIGNS A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; HAS READ AND UNDERSTANDS THE POLICY; HAS AGREED TO COMPLY WITH THE POLICY; UNDERSTANDS THAT THE CORPORATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE, WITHIN 30 DAYS, THE EXISTENCE OF THE FINANCIAL INTEREST VALUED AT $25 OR ABOVE BY FILING THE VENDOR DISCLOSURE REPORT VIA EMAIL TO THE BOARD, AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND COMMITTEES CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, INCLUDING ANY DISCUSSION WITH THE INTERESTED PERSON, S/HE LEAVES THE BOARD OR COMMITTEE MEETING WHILE THE REMAINING MEMBERS DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE REMAINING BOARD OR COMMITTEE MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ANNUAL REPORT (INCLUDING FINANCIAL STATEMENTS) AND GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY TRANSLATION -1,610.