2019-05-14T13:57:33-05:00 2018-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2017-07-01 522300278 HIGHER EDUCATION USER GROUP INC HIGH 3178041093 2021 L STREET NW NO 400 WASHINGTON DC 20036 DAN YOUNGBLOOD VP OF FINANCE/TREASURER 3178041093 2019-05-14 1 3019519090 75.103.231.202 2019-05-14 14:57:27 ED P 4FA38BE9C690C82C721A5060F87FC7588CB81F81 66D437A830BA2C8446C4B21154C3C86FBD05DE4E 2017 2019-02-21 02:37:17Z JASON WENRICK 2021 L STREET NW NO 400 WASHINGTON DC 20036 4633424 0 X WWW.HEUG.ORG X 2001 DC SEE PART III, LINE 1. 25 25 0 1500 32512 -500 0 0 5104679 4628912 7805 4512 0 0 5112484 4633424 0 0 0 0 0 0 0 0 0 5654376 4387319 5654376 4387319 -541892 246105 3333323 3390573 675680 493734 2657643 2896839 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 3496850 4628912 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. 3496850 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 X 25 25 0 1 0 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 DAN YOUNGBLOOD VP OF 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 MARIO BERRY VP COMMUNITY DEVELOPMENT 5.00 X X 0 0 0 KELLY WILKER VP COMMUNICATIONS & MEMBERSHIP 5.00 X X 0 0 0 LISA SKINNER SECRETARY 5.00 X X 0 0 0 JASON KOZIARA ALLIANCE CONFERENCE CHAIR 5.00 X X 0 0 0 STEVE HAHN DIRECTOR 5.00 X 0 0 0 BRAD FINLEY DIRECTOR 5.00 X 0 0 0 BARRY HUDSON DIRECTOR 5.00 X 0 0 0 MARK ERICKSON DIRECTOR 5.00 X 0 0 0 JOHN REED DIRECTOR 5.00 X 0 0 0 PEDRO CREUHERAS DIRECTOR 5.00 X 0 0 0 DERRY FONG DIRECTOR 5.00 X 0 0 0 NANCI REGEHR DIRECTOR 5.00 X 0 0 0 MICHELE THIBODEAU DIRECTOR 5.00 X 0 0 0 MICHAEL RUSSELL DIRECTOR 5.00 X 0 0 0 MICHELLE LIN DIRECTOR 5.00 X 0 0 0 WENDY CHANG DIRECTOR 5.00 X 0 0 0 CRISS LAIDLAW DIRECTOR 5.00 X 0 0 0 CATHY THOMPSON DIRECTOR 5.00 X 0 0 0 MAUREEN KNIGHT-BURRELL DIRECTOR 5.00 X 0 0 0 SAMUEL SHUNK DIRECTOR (UNTIL MARCH 2018) 5.00 X 0 0 0 JAIME CARO DIRECTOR (UNTIL MARCH 2018) 5.00 X 0 0 0 SCOTT BALTHAZOR 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 1100135 UTAH FOOD SERVICES 100 SOUTH WEST TEMPLE SALT LAKE CITY UT 84101 CATERING SERVICES 679386 PSAV 1930 S MILESTONE DR SUITE B SALT LAKE CITY UT 84104 EVENT PRODUCTION SERVICES 599516 HILTON SALT LAKE CITY 255 S W TEMPLE SALT LAKE CITY UT 84101 HOTEL & CONVENTION SERVICES 122068 4 CONFERENCE REVENUE 611710 4119246 4119246 MEMBERSHIP DUES 611710 477154 477154 ONLINE SPONSORSHIPS 541800 32512 32512 4628912 4512 4512 4633424 4596400 32512 4512 X 513120 217818 295302 15865 15865 99150 10784 88366 684263 607070 77193 30496 24204 6292 60583 59827 756 557252 244829 312423 2195049 2127419 67630 24819 13418 11401 BANK FEES 109368 97499 11869 SUPPLES & MATERIALS 88521 85369 3152 MISCELLANEOUS 8833 8613 220 4387319 3496850 890469 0 772207 668304 2302116 2467932 7138 80952 251862 112735 0 60650 3333323 3390573 48134 55279 627546 438455 675680 493734 X 2657643 2896839 2657643 2896839 3333323 3390573 X 246105 -6909 X 0 1 X 1 0 X 4965348 4919034 5159939 5104679 4596400 24745400 4965348 4919034 5159939 5104679 4596400 24745400 0 286787 313056 179346 486299 114753 1380241 286787 313056 179346 486299 114753 1380241 23365159 19889 14543 8956 7805 4512 55705 19889 14543 8956 7805 4512 55705 4985237 4933577 5168895 5112484 4600912 24801105 0.94210 0.99710 0.00220 0.00290 X 0 X 4633424 0 4633424 0 4633424 4387319 0 4387319 0 4387319 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2018, 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 26945 NORTH AMERICA 0 0 PROGRAM SERVICES USER CONFERENCE 74378 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES USER CONFERENCE 182673 EUROPE 0 0 PROGRAM SERVICES USER CONFERENCE 83526 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES USER CONFERENCE 9415 0 0 0 0 0 0 376937 0 376937 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 $1,100,135 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 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 IX, LINE 11G CONFERENCE CONSULTING: PROGRAM SERVICE EXPENSES 382,433. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 382,433. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 224,637. MANAGEMENT AND GENERAL EXPENSES 77,193. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 301,830. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY TRANSLATION -6,909.