2020-05-18T11:04:00-05:00 2019-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2018-07-01 522300278 HIGHER EDUCATION USER GROUP INC HIGH 3178041093 2021 L STREET NW NO 400 WASHINGTON DC 20036 SCOTT MUNSON ACTING VP OF FINANCE/TREASURER 3178041093 2020-05-18 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2020-05-18 12:03:55 ED P 8A04992F9AA5330EDB38CCF362EE047B41C21F8B EF960CB6235E67D236768708300BD2CC7ECC8D17 2018 2021-01-29 14:40:06Z JASON WENRICK 2021 L STREET NW NO 400 WASHINGTON DC 20036 5349023 0 X WWW.HEUG.ORG X 2001 DC SEE PART III, LINE 1. 22 22 0 1500 158425 -750 0 0 4628912 5323507 4512 25516 0 0 4633424 5349023 0 0 0 0 0 0 0 0 0 4387319 5438757 4387319 5438757 246105 -89734 3390573 3220612 493734 417314 2896839 2803298 X HEUG'S MISSION IS TO EDUCATE AND ADVOCATE BY FACILITATING THE SHARING OF IDEAS, INFORMATION AND EXPERIENCES AMONG ITS MEMBERS; AND TO PROVIDE A UNIFIED AND EFFECTIVE VOICE TO ORACLE ON ALL ISSUES INVOLVING THE USE OF ORACLE APPLICATION SOFTWARE IN THE HIGHER EDUCATION COMMUNITY. 0 0 4333460 5323507 ANNUAL CONFERENCES ARE HELD TO SHARE INFORMATION ABOUT ORACLE'S PRODUCTS TO EDUCATE THOSE WHO SERVE INSTITUTIONS OF HIGHER EDUCATION IN THE EFFECTIVE AND EFFICIENT USE OF ORACLE COMPUTER SOFTWARE. ALSO, TO PROVIDE A FORUM WHERE INSTITUTIONS OF HIGHER EDUCATION CAN SHARE INFORMATION ON THE EFFECTIVE AND EFFICIENT USE OF ORACLE COMPUTER SOFTWARE AND TO PROVIDE A FORUM WHEREBY INSTITUTIONS OF HIGHER EDUCATION CAN COMMUNICATE WITH ORACLE ABOUT THE NEEDS OF, AND EXPERIENCES OF, INSTITUTIONS OF HIGHER EDUCATION IN THE USE OF ORACLE COMPUTER SOFTWARE. 4333460 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 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 1 12 0 1 0 1 1 1 AS BE 0 0 0 0 0 0 0 0 0 0 X 22 22 0 1 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TATE TYRON CPAS ATTN DAVID BOH 2024953780 2021 L STREET NW STE 400 WASHINGTON DC 20036 X JASON WENRICK PRESIDENT 5.00 X X 0 0 0 JANE BROAD PAST PRESIDENT 5.00 X X 0 0 0 DANIEL YOUNGBLOOD VP FINANCE/TREASURER 5.00 X X 0 0 0 BUDDY COMBS VP PRODUCTS 5.00 X X 0 0 0 TERENCE HOUSER VP TECHNOLOGY 5.00 X X 0 0 0 JO ELLEN DINUCCI VP ADMINISTRATION 5.00 X X 0 0 0 KELLY WILKER VP MEMBERSHIP/COMMUNICATION 5.00 X X 0 0 0 JASON KOZIARA ALLIANCE CONFERENCE CHAIR 5.00 X X 0 0 0 LISA SKINNER SECRETARY 5.00 X X 0 0 0 MARIO BERRY DIRECTOR 2.00 X 0 0 0 BARRY HUDSON DIRECTOR 2.00 X 0 0 0 MARK ERICKSON DIRECTOR 2.00 X 0 0 0 PEDRO CREUHERAS DIRECTOR 2.00 X 0 0 0 DERRY FONG DIRECTOR 2.00 X 0 0 0 STEVE HAHN DIRECTOR 2.00 X 0 0 0 BRAD FINLEY DIRECTOR 2.00 X 0 0 0 NANCI REGEHR DIRECTOR 2.00 X 0 0 0 MICHELE THIBODEAU DIRECTOR 2.00 X 0 0 0 MICHAEL RUSSELL DIRECTOR 2.00 X 0 0 0 MICHELLE LIN DIRECTOR 2.00 X 0 0 0 WENDY CHANG DIRECTOR 2.00 X 0 0 0 JOHN REED DIRECTOR 2.00 X 0 0 0 SCOTT BALTHAZOR EXECUTIVE DIRECTOR (SEE SCHEDULE O) 40.00 X 0 0 0 0 0 0 0 0 0 0 DISNEY SWAN & DOLPHIN RESORT 1500 EPCOT RESORTS BLVD LAKE BUENA VISTA FL 32830 HOTEL & CONVENTION SERVICES 1353062 HIGHER LOGIC LLC PO BOX 645579 PITTSBURGH PA 152645253 ADMIN./CONF. PLAN. & TECH. SERVICES 1313455 FREEMAN COMPANIES PO BOX 650519 DALLAS TX 752650591 AUDIA-VISUAL SERVICES & EXHIBITS 490959 DISNEY DESTINATIONS LLC 1500 EPCOT RESORTS BLVD LAKE BUENA VISTA FL 32830 HOTEL & CONVENTION SERVICES 470469 4 CONFERENCE REVENUE 611710 4595957 4595957 MEMBERSHIP DUES 611710 569125 569125 ONLINE SPONSORSHIPS 541800 158425 158425 5323507 25516 25516 5349023 5165082 158425 25516 774616 224000 550616 20411 20411 94449 4176 90273 297 297 55018 55018 31458 31458 70704 70418 286 688115 292642 395473 3465780 3433746 32034 9765 3225 6540 BANK FEES 123824 121395 2429 SUPPLES & MATERIALS 96651 90606 6045 LICENSING FEES 4244 4244 MISCELLANEOUS 3425 2532 893 5438757 4333460 1105297 0 668304 1099241 2467932 1049551 80952 26730 112735 115757 860736 60650 68597 3390573 3220612 55279 38534 438455 378780 493734 417314 X 2896839 2803298 2896839 2803298 3390573 3220612 X -89734 2760 -6567 X 0 1 X 1 0 X 4919034 5159939 5104679 4596400 5165082 24945134 4919034 5159939 5104679 4596400 5165082 24945134 0 313056 179346 486299 114753 309765 1403219 313056 179346 486299 114753 309765 1403219 23541915 14543 8956 7805 4512 25516 61332 14543 8956 7805 4512 25516 61332 4933577 5168895 5112484 4600912 5190598 25006466 0.94140 0.94210 0.00250 0.00220 X 0 X 5351486 2760 2760 5348726 297 297 5349023 5438460 0 5438460 297 297 5438757 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2019, 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. SOUTH AMERICA 0 0 PROGRAM SERVICES USER CONFERENCE 10189 NORTH AMERICA 0 0 PROGRAM SERVICES USER CONFERENCE 56497 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES USER CONFERENCE 156880 EUROPE 0 0 PROGRAM SERVICES USER CONFERENCE 63763 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES USER CONFERENCE 7327 0 0 0 0 0 0 294656 0 294656 0 0 0 0 0 0 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. SCOTT BALTHAZOR, HEUG EXECUTIVE DIRECTOR, IS AN EMPLOYEE OF HIGHER LOGIC, LLC. THE $1,313,455 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 IN 2019, THE ORGANIZATION AMENDED ITS BYLAWS TO REFLECT THE FOLLOWING CHANGES: A. UPDATED TO REFLECT NEW HEUG LOGO B. UPDATED BOARD OF DIRECTORS COMPOSITION I. REDUCED FROM 24 TO 14 BUT NO MORE THAN 16 BOARD MEMBERS 1. 8 MUST BE ELECTED C. UPDATED THE VP OF FINANCE TO BE ELIGIBLE TO RUN FOR OFFICE (ONE 3 YEAR TERM) AFTER THEIR APPOINTMENT IS COMPLETED BEING ELIGIBLE TO SERVE A TOTAL OF 14 YEARS D. UPDATED VP JOB DESCRIPTIONS & ROLES I. REMOVED VP OF ADMINISTRATION II. VP OF MEMBERSHIP & COMMUNICATION BECAME THE VP OF ENGAGEMENT III. CHANGED ALLIANCE CONFERENCE CHAIR TO VP OF ALLIANCE 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 -6,567.