Higher Education User Group Inc

Nonprofit profile at a glance

EIN
522300278
IRS 990 coverage
2010–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Mesa, AZ, USA
Phone
3178041093
Rating
70
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Education

Official website

Reported finances

Revenue
$3,382,183
Expenses
$4,313,395
Assets
$3,309,468
Liabilities
$926,519

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • CASEY BROWN (PRESIDENT)
  • JASON WENRICK (PAST PRESIDENT & ASST. TREASURER)
  • BRITTANY MOON (EXECUTIVE DIRECTOR (SEE SCH. O))

People named in this filing

  • CASEY BROWN (PRESIDENT)
  • JASON WENRICK (PAST PRESIDENT & ASST. TREASURER)
  • RENEE RILEY (VP OF EDUCATION & ENGAGEMENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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.

What it reported doing in 2024

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 (continued on schedule o)utilizing providing efficiencies in the use of enterprise information software, systems, or services (for the management of its students, employees, and/or resources).

Operating model

Revenue model
Earned-program. 99% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and most voting board members are independent. The filing reports few safeguards for money sent abroad and the filing does not identify recipients for some grant dollars.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 50
  • Accountability: 100
  • Sustainability: 26
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 79.5%; rating input score 79
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Scored; rating input score 0
  • Grant itemization coverage: Scored; rating input score 0
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 7 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -27.5%; rating input score 5; 5th percentile among comparable filings
  • Total-asset coverage ratio: 0.77; rating input score 28; 28th percentile among comparable filings
  • Liabilities to assets ratio: 0.28; rating input score 36; 36th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 91; 91st percentile among comparable filings

Growth

  • Program expense growth: -5.7% per year; rating input score 0; 4th percentile among comparable filings
  • Revenue growth: -2.3% per year; rating input score 0; 6th percentile among comparable filings
  • Asset growth: 1.8% per year; rating input score 100; 19th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 79.5% of spending went to programs
  • Governance: 10 of 10 board members independent · 7 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $3.4M in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Highest-paid contractors: 3 contractors listed · $2.3M reported
  • Consistency: 23 of 23 current checks pass
  • Schedules: 4 filed schedules · includes foreign activity
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • High — Transparency & Controls: Grant itemization coverage scored 0/100.
  • High — Sustainability: Operating margin scored 5/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 28/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 36/100.