2025-05-14T08:33:21-05:00 2024-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-07-01 522300278 HIGHER EDUCATION USER GROUP INC HIGH 3178041093 4904 S POWER RD 103 MESA AZ 85212 LISA SKINNER VP OF FINANCE/TREASURER 3178041093 2025-05-14 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2025-03-06 01:10:19Z JOSHUA VINCENT 4904 S POWER RD 103 MESA AZ 85212 4117732 0 X WWW.HEUG.ORG X 2001 DC SEE PART III, LINE 1. 15 15 0 200 51573 0 0 0 3758512 4089549 24910 28182 7381 1 3790803 4117732 0 0 0 0 0 0 0 0 0 3270219 4070328 3270219 4070328 520584 47404 3737644 3645554 570479 373988 3167165 3271566 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 3325099 4089549 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). 3325099 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 6 0 1 0 1 1 1 AS 0 0 0 0 0 0 0 0 0 0 X 15 15 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 CASEY BROWN PRESIDENT-ELECT 5.00 X X 0 0 0 MICHAEL RUSSELL PAST PRESIDENT 5.00 X X 0 0 0 KELLY WILKER VP OF EDUCATION & ENGAGEMENT 5.00 X X 0 0 0 LISA SKINNER VP OF FINANCE & TREASURER 5.00 X X 0 0 0 RENEE RILEY SECRETARY 5.00 X X 0 0 0 JASON WENRICK BOARD MEMBER & ASST. TREASURER 5.00 X X 0 0 0 JASPER FABER BOARD MEMBER - GLOBAL COUNCIL 2.00 X 0 0 0 CHERI MCENTEE BOARD MEMBER 2.00 X 0 0 0 JESSICA HOLLER BOARD MEMBER 2.00 X 0 0 0 ANGELINA GOMEZ BOARD MEMBER 2.00 X 0 0 0 DANIEL LABRECQUE BOARD MEMBER 2.00 X 0 0 0 GINA FOGELSONGER BOARD MEMBER 2.00 X 0 0 0 TODD SMOAK BOARD MEMBER 2.00 X 0 0 0 JO ELLEN DINUCCI BOARD MEMBER 2.00 X 0 0 0 BRITTANY MOON EXECUTIVE DIRECTOR (SEE SCH. O) 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 1372270 AVENTURA CATERING COMPANY 100 N 3RD STREET PHOENIX AZ 85004 PHOENIX AZ 85004 FOOD AND BEVERAGE 791813 VIDEO WEST INC 1050 N 52ND ST PHOENIX AZ 85008 AUDIO/VISUAL SERVICES 399521 PRA EVENTS INC 1 NORTH LASALLE STREET CHICAGO IL 6 CHICAGO IL 60602 EVENT DECOR AND ENTERTAINMENT 133605 4 CONFERENCE REVENUE 611710 3151624 3151624 MEMBERSHIP DUES 611710 860168 860168 ONLINE SPONSORSHIPS 541800 32000 32000 TRAINING 611710 26184 26184 CAREER CENTER 611710 19573 19573 4089549 28182 28182 OTHER REVENUE 900099 1 1 1 4117732 4037976 51573 28183 836208 460470 375738 1125 620 505 138774 76418 62356 8947 8947 27240 15000 12240 53440 39128 14312 12047 6928 5119 158076 84183 73893 2589331 2506898 82433 3955 3535 420 BANK FEES 114751 30806 83945 SUPPLIES & MATERIALS 57652 56764 888 MISCELLANEOUS 30131 26929 3202 LICENSES 27310 7332 19978 11341 10088 1253 4070328 3325099 745229 0 1585988 1386985 754636 748120 80173 369861 383721 925426 975555 101733 71000 3737644 3645554 54141 60338 516338 313650 570479 373988 X 3167165 3271566 3167165 3271566 3737644 3645554 X 47404 31074 25923 X 0 1 X 1 0 X 1761917 1818576 2953693 3694201 4037976 14266363 1761917 1818576 2953693 3694201 4037976 14266363 0 220735 301620 368018 164755 62852 1117980 220735 301620 368018 164755 62852 1117980 13148383 41154 18135 20178 24905 28182 132554 41154 18135 20178 24905 28182 132554 11317 7381 1 18699 1803071 1836711 2985188 3726487 4066159 14417616 0.91200 0.91260 0.00920 0.00840 X 0 4139859 31074 31074 4108785 8947 8947 4117732 4061381 0 4061381 8947 8947 4070328 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 $1,372,270 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 25,923.