2022-05-11T16:20:58-05:00 2021-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-07-01 522300278 HIGHER EDUCATION USER GROUP INC HIGH 3178041093 835 W WARNER RD SUITE 101 BOX 601 GILBERT AZ 85233 LISA SKINNER VP OF FINANCE/TREASURER 3178041093 2022-05-11 1 LISA SKINNER 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X MICHAEL RUSSELL 835 W WARNER RD SUITE 101 BOX 601 GILBERT AZ 85233 2021587 0 X WWW.HEUG.ORG X 2001 DC SEE PART III, LINE 1. 17 17 0 200 175862 0 0 0 1988930 1994438 41154 22587 0 0 2030084 2017025 0 0 0 0 0 0 0 0 0 2371221 1524293 2371221 1524293 -341137 492732 3394004 3464973 909412 371350 2484592 3093623 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 808161 1994438 ANNUAL CONFERENCES ARE HELD TO SHARE INFORMATION ABOUT CAMPUS IT SYSTEMS AND PRODUCTS TO EDUCATE THOSE WHO SERVE INSTITUTIONS OF HIGHER EDUCATION IN THE EFFECTIVE AND EFFICIENT USE OF CAMPUS AND FINANCIAL SOFTWARE. MEMBERSHIPS PROVIDE HIGHER EDUCATION INSTITUTION MEMBERS THE ACCESS TO CONNECT WITH OTHER HIGHER EDUCATION INSTITUTION MEMBERS TO SHARE EXPERIENCES AND KNOWLEDGE ON THE USE OF THEIR SOFTWARE AND BUSINESS PROCESSES. A FORUM IS PROVIDED IN ORDER TO SHARE WITHIN THE COMMUNITY AND WITH BUSINESS PARTNERS. 808161 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 9 0 1 0 1 1 1 AS 0 0 0 0 0 0 0 0 0 0 X 17 17 0 1 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X RSM ATT KIESHA MIDDLETON 2024953780 1250 H STREET NW SUITE 700 WASHINGTON DC 20005 X MICHAEL RUSSELL PRES ELECT, THEN PRES (TRANS 3/2021) 5.00 X X 0 0 0 JASON WENRICK PRES, THEN PAST PRES (TRANS 3/2021) 5.00 X X 0 0 0 KELLY WILKER VP OF ENGAGEMENT 5.00 X X 0 0 0 BUDDY COMBS VP OF PRODUCT 5.00 X X 0 0 0 TERENCE HOUSER VP OF TECHNOLOGY 5.00 X X 0 0 0 LISA SKINNER VP OF FINANCE & TREASURER 5.00 X X 0 0 0 CHERI MCENTREE VP OF ALLIANCE 5.00 X X 0 0 0 BARRY HUDSON SECRETARY 5.00 X X 0 0 0 MARIO BERRY DIRECTOR 2.00 X 0 0 0 NANCI REGEHR DIRECTOR 2.00 X 0 0 0 DERRY FONG DIRECTOR 2.00 X 0 0 0 MICHELE THIBODEAU DIRECTOR 2.00 X 0 0 0 GARY PRATT DIRECTOR (FROM 3/15/21) 2.00 X 0 0 0 JOSHUA VINCENT DIRECTOR (FROM 3/15/21) 2.00 X 0 0 0 JUAN CARLOS RUIZ CRUZ DIRECTOR (FROM 3/15/21) 2.00 X 0 0 0 JOY HATCH DIRECTOR (FROM 6/1/21) 2.00 X 0 0 0 MICHAEL SINK DIRECTOR (FROM 3/15/21) 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 1157758 1 CONFERENCE REVENUE 611710 1128181 1128181 MEMBERSHIP DUES 611710 690395 690395 ONLINE SPONSORSHIPS 541800 175862 175862 1994438 18135 18135 9014 4562 4452 4452 4452 2017025 1818576 175862 22587 772902 261366 511536 13545 7297 6248 103023 103023 9015 9015 4905 4838 67 2156 1910 246 3978 2143 1835 45897 8130 37767 507201 502800 4401 447 30 417 BANK FEES 34640 2358 32282 SUPPLES & MATERIALS 18929 16768 2161 MISCELLANEOUS 7655 521 7134 1524293 808161 716132 0 1595573 1490150 777996 784262 11000 24864 16602 904930 1024500 79641 149459 3394004 3464973 228991 69650 680421 301700 909412 371350 X 2484592 3093623 2484592 3093623 3394004 3464973 X 492732 112265 4034 X 0 1 X 1 0 X 5104679 4596400 5165082 1761917 1818576 18446654 5104679 4596400 5165082 1761917 1818576 18446654 0 486299 114753 309765 220735 301620 1433172 486299 114753 309765 220735 301620 1433172 17013482 7805 4512 25516 41154 18135 97122 7805 4512 25516 41154 18135 97122 5112484 4600912 5190598 1803071 1836711 18543776 0.91750 0.93610 0.00520 0.00400 X 0 X 2120275 112265 112265 2008010 9015 9015 2017025 1515278 0 1515278 9015 9015 1524293 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2021, HEUG HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740- 10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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 $1,157,758 REPORTED IN PART VII, SECTION B INCLUDES COMPENSATION FOR EXECUTIVE DIRECTOR SERVICES, ALONG WITH FEES FOR THE OTHER HIGHER LOGIC SERVICES. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED ITS BYLAWS. SIGNIFICANT CHANGES INCLUDE A REDUCTION AND COMBINATION OF THE EXECUTIVE COMMITTEE ROLES, AN UPDATE TO THE MEAL POLICY, AND AN UPDATE TO THE AUDIT COMMITTEE COMPOSITION. 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 4,034.