2024-03-19T10:17:27-07:00 2023-09-30 841470305 Middlemist Crouch & Co CPA PC 2960 Center Green Court Boulder CO 80301 990 2022-10-01 237167258 STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIATION STAT 3035411600 3035 CENTER GREEN DRIVE 100 BOULDER CO 80301 ROBERT ANDERSON President 2024-03-19 true ROBERT ANDERSON 999009999 true CATHERINE MIDDLEMIST CPA P00062490 3034494025 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z 3035 CENTER GREEN DRIVE 100 BOULDER CO 803012251 5380633 false X WWW.SHEEO.ORG X 1981 CO SEE SCHEDULE O 12 12 23 0 5527766 4712593 741133 578591 91084 84160 8453 5289 6368436 5380633 0 0 2740877 2708993 0 0 3289770 2579178 6030647 5288171 337789 92462 7792551 9623536 4014404 5562982 3778147 4060554 THE STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIATION (SHEEO) IS A NATIONAL NONPROFIT ORGANIZATION FORMED IN 1954 and incorporated in 1981 TO ASSIST STATE HIGHER EDUCATION EXECUTIVES AND THE STATES AS THEY SEEK TO DEVELOP AND SUSTAIN EXCELLENT SYSTEMS OF HIGHER EDUCATION. SHEEO FULFILLS ITS MISSION BY SPONSORING NATIONAL CONVENINGS, INCLUDING AN ANNUAL MEETING, PRODUCING PUBLICATIONS, AND PERFORMING GRANT AND PROJECT ACTIVITIES. REGULAR MEMBERSHIP IS OPEN TO THE EXECUTIVE OFFICERS OF STATEWIDE BOARDS OF POST-SECONDARY EDUCATION. SHEEO IS SUPPORTED PRIMARILY THROUGH FEDERAL STATE DUES AND PRIVATE FOUNDATION GRANTS. false false 3468532 Grants and Contracts: SHEEO receives funds from granting agencies to perform described work in higher education policy. During the fiscal year ending September 30, 2023, SHEEO received grants from Lumina Foundation in support of STATE AUTHORIZATION and equity initiatives. SHEEO received funding from the Bill & Melinda Gates Foundation for creating awareness of longitudinal data, to create data communities of practice, and to increase the capacity of SHEEOs work with states. Arnold Foundation provided grants for work related to state authorization and college closures. ECMC Foundation provided additional funding for projects on college attainment and transfer standards. 536778 PROJECT ACTIVITY: PLANNED AND AD HOC RESEARCH ON HIGHER EDUCATION POLICY TO SUPPORT SHEEO MEMEBERS' ACTIVITIES IN THE STATES. THIS INCLUDES TRAVEL EXPENSES TO ATTEND NATIONAL MEETINGS AND SALARIES TO SHEEO STAFF MEMBERS WORKING ON HIGHER EDUCATION POLICY. 522991 CONFERENCES - SHEEO PRESENTS ANNUAL CONFERENCES FOR SHEEO MEMBERS AND OTHER STATE AND NATIONAL LEADERS OF HIGHER EDUCATION POLICY:1) SHEEO ANNUAL MEETING, TAILORED ESPECIALLY FOR THE CEO'S OF HIGHER EDUCATION IN THE STATES2) SHEEO HIGHER EDUCATION POLICY CONFERENCE, A POLICY AND PROFESSIONAL DEVELOPMENT CONFERENCE BRINGING TOGETHER OVER 350 STATE EXECUTIVE OFFICERS, ACADEMIC OFFICERS, FINANCE OFFICERS, GOVERNMENT RELATIONS/COMMUNICATIONS OFFICERS, CHIEF INFORMATION OFFICERS, AND OTHERS WORKING IN HIGHER EDUCATION POLICY POSITIONS. And creation of the State Higher Education Finance annual survey and report. 4528301 true true false false false false false false false false true false false true false true true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 27 0 true 23 true false false false false false false false 0 false false false false false false false X 12 12 false false false false false true true true true false false true true true true true true true true false X ROBERT ANDERSON 3035411600 3035 CENTER GREEN DRIVE BOULDER CO 803012251 ROBERT ANDERSON President 40.00 0.00 X 321042 0 32587 CHRISTINA E WHITFIELD SENIOR VP 40.00 0.00 X 205916 0 30065 JOHN LANE VP ACADEMIC AFFAIR 40.00 0.00 150118 0 22938 THOMAS HARNISCH VP GOVT RELATIONS 40.00 0.00 142115 0 19645 DAVID SZCZESNY DIR OF FINANCE 40.00 0.00 X 109775 0 31872 BRIAN BRIDGES MEMBER 1.00 0.00 X 0 0 0 BLAKE FLANDERS Past Chair 1.00 0.00 X X 0 0 0 BEN CANNON CHAIR 1.00 0.00 X X 0 0 0 HARRISON KELLER MEMBER 1.00 0.00 X 0 0 0 ZORA MULLIGAN Treasurer 1.00 0.00 X X 0 0 0 AARON THOMPSON MEMBER 1.00 0.00 X 0 0 0 DENNIS OLSON MEMBER 1.00 0.00 X 0 0 0 GINGER OSTRO MEMBER 1.00 0.00 X 0 0 0 SARAH TUCKER CHAIR-ELECT 1.00 0.00 X 0 0 0 SHANNON GILKEY MEMBER 1.00 0.00 X 0 0 0 STEPHANIE RODRIGUEZ MEMBER 1.00 0.00 X 0 0 0 SHANA PAYNE MEMBER 1.00 0.00 X 0 0 0 928966 137107 5 false true false 0 1055068 3657525 4712593 ANNUAL MEETING REVENUE 900099 105341 105341 HIGHER ED POLICY CONFEREN 900099 473250 473250 578591 84160 84160 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 5289 5289 5289 5380633 583880 84160 0 0 0 0 1004478 608901 395577 0 1254373 985637 268736 199877 161900 37977 94935 71475 23460 155330 138062 17268 0 0 89539 89539 0 0 0 0 0 71047 17648 53399 102801 102801 0 293852 228021 65831 205719 195119 10600 0 911932 908037 3895 0 0 4346 4346 21394 21394 SUBCONTRACTORS 825438 779600 45838 MISCELLANEOUS 55626 11916 43710 -2516 421985 -424501 5288171 4528301 759870 0 0 1343637 1615446 0 34768 27355 0 0 0 0 26844 33001 163056 158053 9349 5003 4813961 6549416 0 0 0 1563992 1393315 7792551 9623536 277247 216375 2894465 4648679 842692 697928 4014404 5562982 X 3778147 4060554 3778147 4060554 7792551 9623536 X 92462 202161 -12216 X false true X true false X 4176975 5276113 4288518 5527766 4712593 23981965 0 0 4176975 5276113 4288518 5527766 4712593 23981965 0 23981965 74362 58825 39919 91084 84160 348350 0 0 24330315 408485 0.98570 0.98620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 163056 158053 5003 5003 INVESTMENT IN SHEPC, LLC 744870 RIVER LLC 633833 SECURITY DEPOST 14612 1393315 X 5570578 202161 -12216 189945 5380633 5380633 5288171 5288171 5288171 Part X : FIN48 Footnote THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY INCOME WHICH IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR 2020, 2021 AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. true true X X X false false false false false false false false false CHRISTINA E WHITFIELD SENIOR VP 237986 21099 8966 268051 JOHN LANE VP ACADEMIC AFFAIR 150118 15383 7555 173056 ROBERT ANDERSON President 327288 32028 559 359875 THOMAS HARNISCH VP GOVT RELATIONS 142115 14098 5547 142115 19645 Form 990, Part VI, Section A, Line 7a EXECUTIVE COMMITTEE MEMBERS ARE ELECTED BY VOTE OF THE REGULAR MEMBERS AT THE ANNUAL MEETING. Form 990, Part VI, Section A, Line 7b MEMBERS VOTE ON ANNUAL DUES AND THE ELECTION OF THE EXECUTIVE COMMITTEE. Form 990, Part VI, Section B, Line 11b THE INDEPENDENT AUDITORS PREPARE THE ANNUAL FORM 990. A DRAFT OF THE FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW AND APPROVAL. ONCE THE FORM 990 IS APPROVED, THE FORM 990 IS FILED. Form 990, Part VI, Section B, Line 12c THE ORGANIZATION REQUIRES EACH RESPONSIBLE PERSON TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND ACKNOWLEDGE IN WRITING THAT HE/SHE HAS DONE SO. EACH RESPONSIBLE PERSON ANNUALLY COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH THE REPONSIBLE PARTY IS INVOLVED THAT HE/SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. THIS POLICY IS REVIEWED ANNUALLY BY EACH MEMBER OF THE EXECUTIVE COMMITTEE. Form 990, Part VI, Section B, Line 15a THE SHEEO EXECUTIVE COMMITTEE (THE ASSOCIATION'S BOARD OF DIRECTORS) DID A STUDY OF COMPENSATION FOR THE CEO'S OF OTHER NATIONAL HIGHER EDUCATION ASSOCIATIONS BEFORE REVIEWING AND SETTING THE PRESIDENT'S COMPENSATION. Form 990, Part VI, Section B, Line 15b THE ASSOCIATION PERFORMS AN ANNUAL STUDY OF COMPENSATION FOR KEY LEADERS OF STATE HIGHER EDUCATION AGENCIES; THIS STUDY IS USED TO EVALUATE THE COMPENSATION OF SHEEO'S OFFICERS AND KEY EMPLOYEES. Form 990, Part VI, Section C, Line 19 SHEEO MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH A HARD COPY OR ELECTRONIC PDF UPON REQUEST. Form 990, Part XI, Line 9 CHANGES IN SHEPC, LLC = -$12216 ST HIGHER EDUCATION POLICY CENTER 3035 CENTER GREEN DRIVE BOULDER CO 80301 201574409 RENTAL CO N/A false false 0.19300 false false false false false false false false false false false false false false false false false false false