2026-07-20T15:41:14-04:00 2025-09-30 841255164 KUNDINGER CORDER & MONTOYA PC 475 LINCOLN STREET SUITE 200 DENVER CO 80203 990 2024-10-01 237167258 STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIATION STAT 3035411600 3035 CENTER GREEN DRIVE 100 BOULDER CO 80301 ROBERT ANDERSON PRESIDENT 3035411600 2026-07-20 true true AMANDA GOOD P01998830 3035345953 2026-07-20 2024 2025-03-06 01:10:19Z ROBERT ANDERSON 3035 CENTER GREEN DRIVE 100 BOULDER CO 80301 8313296 false X WWW.SHEEO.ORG X 1981 CO SHEEO PROMOTES AN ENVIRONMENT THAT VALUES HIGHER EDUCATION AND ITS ROLE IN ENSURING THE EQUITABLE EDUCATION OF ALL AMERICANS, REGARDLESS OF RACE/ETHNICITY, GENDER, OR SOCIOECONOMIC FACTORS. 12 12 19 12 0 5817292 6880480 694911 1283799 269232 126409 6436 22608 6787871 8313296 0 0 2916869 3148623 0 0 3594678 4673520 6511547 7822143 276324 491153 9860765 9264751 5487753 4216466 4373012 5048285 X THE STATE HIGHER EDUCATION OFFICERS ASSOCIATION (SHEEO) IS A NATIONAL NONPROFIT ORGANIZATION FORMED IN 1954 AND INCORPORATED IN 1981 TO ASSIST STATE HIGHER EDUCATION EXECUTIVES AND THE STATES AS THEY SEEK TO DEVELOP AND SUSTAIN EXCELLENT SYSTEMS OF HIGHER EDUCATION. SHEEO EQUIPS STATE EXECUTIVE OFFICERS AND THEIR STAFFS WITH TOOLS TO EFFECTIVELY ADVANCE THE VALUE OF HIGHER EDUCATION; PROMOTING PUBLIC POLICIES AND ACADEMIC PRACTICES THAT ENABLE AMERICANS TO ACHIEVE SUCCESS IN THE 21ST CENTURY. false false 5272318 529322 GRANTS: SHEEO RECEIVES FUNDS FROM GRANTING AGENCIES TO PROVIDE WORK IN HIGHER EDUCATION POLICY. DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2025, SHEEO RECEIVED GRANTS FROM ECMC FOUNDATION SUPPORTING POSTSECONDARY DATA SYSTEMS AND A NONCREDIT MOBILITY ACADEMY. GATES FOUNDATION PROVIDED FUNDING TO CREATE DATA COMMUNITIES OF PRACTICE AND TO SUPPORT FAFSA SIMPLIFICATION. ASCENDIUM EDUCATION SOLUTIONS PROVIDED GRANTS IN SUPPORT OF NONCREDIT MOBILITY AND JUSTICE-IMPACTED STUDENTS. LUMINA FOUNDATION SUPPORTED STATE AUTHORIZATION AND MENTAL HEALTH INITIATIVES. ADDITIONAL PROJECT SUPPORT WAS PROVIDED BY JOYCE FOUNDATION, KRESGE FOUNDATION, PWC CHARITABLE FOUNDATION, AND STRADA EDUCATION NETWORK. 1023638 SHEEO PROJECTS: SHEEO PERFORMS PLANNED AND AD HOC RESEARCH ON HIGHER EDUCATION POLICY TO SUPPORT SHEEO MEMBER AGENCIES. THIS INCLUDES TRAVEL EXPENSES TO ATTEND NATIONAL MEETINGS AND SALARIES TO SHEEO STAFF MEMBERS WORKING ON HIGHER EDUCATION POLICY. 593864 814482 CONFERENCES: SHEEO HOLDS ANNUAL CONFERENCES FOR SHEEO MEMBERS AND OTHER LEADERS IN HIGHER EDUCATION POLICY. SHEEO'S ANNUAL MEETING IS TAILORED TO SUPPORT CHIEF EXECUTIVES OF STATE HIGHER EDUCATION SYSTEMS. SHEEO'S HIGHER EDUCATION POLICY CONFERENCE IS A POLICY AND PROFESSIONAL DEVELOPMENT MEETING THAT BRINGS TOGETHER OVER 600 STATE EXECUTIVE OFFICERS, ACADEMIC OFFICERS, FINANCE OFFICERS, COMMUNICATIONS OFFICERS, INFORMATION OFFICERS, AND OTHERS WORKING IN HIGHER EDUCATION POLICY POSITIONS. 6889820 true true false false false false false false false false true true false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 29 0 true 19 true false false false false false false false false false false false false X 12 12 false false false false false true true true true false false true true true true true true true true false X ROBERT ANDERSON 3035411600 3035 CENTER GREEN DRIVE 100 BOULDER CO 80301 ROBERT ANDERSON PRESIDENT 40.00 X 366333 0 60279 CHRISTINA WHITFIELD SENIOR VP 40.00 X 258404 0 38432 JOHN LANE VP ACADEMIC 40.00 X 182500 0 29199 TOM HARNISCH VP 40.00 X 178432 0 25046 DAVID SZCZESNY DIR OF FINAN 40.00 X 146673 0 43215 DUSTIN WEEDEN ASSOC VP 40.00 X 136636 0 38658 CARRIE KLEIN ASSOC VP 40.00 X 161851 0 13433 RACHEL BURNS SENIOR POLIC 40.00 X 137311 0 14752 JESSICA DUREN COMM. DIRECT 40.00 X 126026 0 19300 ALICIA ENGELS DIR. OF EVEN 40.00 X 123706 0 9975 BRIAN BRIDGES MEMBER 1.00 X 0 0 0 BEN CANNON MEMBER 1.00 X 0 0 0 CLAYTON T CHRISTIAN CHAIR 1.00 X X 0 0 0 ALLISON GARRETT MEMBER 1.00 X 0 0 0 SHANNON GILKEY MEMBER 1.00 X 0 0 0 CHRIS LOWERY MEMBER 1.00 X 0 0 0 DENNIS OLSON MEMBER 1.00 X 0 0 0 NOE ORTEGA MEMBER 1.00 X 0 0 0 GINGER OSTRO CHAIR-ELECT 1.00 X X 0 0 0 KATE SHAW MEMBER 1.00 X 0 0 0 AARON THOMPSON TREASURER 1.00 X X 0 0 0 SARAH TUCKER PAST-CHAIR 1.00 X X 0 0 0 1817872 292289 10 false true false TRILLIUM INSIGHTS LLC 7010 N YATES RD FOX POINT WI 53217 CONSULTING 124615 1 1408162 5472318 6880480 HIGHER ED POLICY CONFERENCE 900099 688750 688750 CONTRACT REVENUE 900099 491925 491925 ANNUAL MEETING 900099 103124 103124 1283799 89012 89012 37397 37397 37397 37397 MISC. INCOME 900099 22608 22608 22608 8313296 1343804 89012 1308858 713374 595484 1390661 1119099 271562 122853 105184 17669 138447 110253 28194 187804 127707 60097 170 170 16328 16328 94235 94235 44912 15002 29910 103550 103550 295907 191612 104295 185005 173038 11967 1220074 1219529 545 1097 1097 20039 20039 SUBCONTRACTORS 2692203 2676642 15561 INDIRECT 438380 -438380 7822143 6889820 932323 0 729058 795084 3742 64448 34764 42665 68621 153912 163056 163056 1097 7728527 6717714 732559 1232672 820653 9860765 9264751 199021 237178 4746813 3118040 541919 861248 5487753 4216466 X 4373012 5048285 4373012 5048285 9860765 9264751 X 491153 194247 -10127 X false true X true false X 4288518 5527766 4712593 5817293 6880480 27226650 4288518 5527766 4712593 5817293 6880480 27226650 2343128 24883522 39919 91084 84160 77820 89012 381995 22608 22608 27631253 3298434 0.90060 0.98650 X PART II, LINE 10 22,608 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 163056 163056 INVESTMENT IN SHEPC, LLC 732559 732559 OPERATING ROU 820653 820653 ROU LIABILITY 861248 861248 X 8481088 194247 -10127 184120 8296968 16328 16328 8313296 7805815 7805815 16328 16328 7822143 SCHEDULE D, PAGE 3, PART X MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY SHEEO AND TO RECOGNIZE A TAX LIABILITY (OR ASSET) IF SHEEO HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. SHEEO BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND THAT NONE WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D LOSS ON CHANGE IN EQUITY IN SHEPC, LLC -10,127 X X X X false false false false false false false false false ROBERT ANDERSON PRESIDENT 356428 9905 59652 627 426612 CHRISTINA WHITFIELD SENIOR VP 248404 10000 24847 13585 296836 JOHN LANE VP ACADEMIC AFFAIRS 172500 10000 17289 11910 211699 TOM HARNISCH VP 168184 10000 248 16794 8252 203478 DAVID SZCZESNY DIR OF FINANCE 136673 10000 14144 29071 189888 DUSTIN WEEDEN ASSOC VP 126636 10000 12983 25675 175294 CARRIE KLEIN ASSOC VP 140840 10000 11011 12983 450 175284 RACHEL BURNS SENIOR POLICY ANALYS 120488 10000 6823 11367 3385 152063 FORM 990 - ORGANIZATION'S MISSION THE STATE HIGHER EDUCATION OFFICERS ASSOCIATION (SHEEO) IS A NATIONAL NONPROFIT ORGANIZATION FORMED IN 1954 AND INCORPORATED IN 1981 TO ASSIST STATE HIGHER EDUCATION EXECUTIVES AND THE STATES AS THEY SEEK TO DEVELOP AND SUSTAIN EXCELLENT SYSTEMS OF HIGHER EDUCATION. SHEEO EQUIPS STATE EXECUTIVE OFFICERS AND THEIR STAFFS WITH TOOLS TO EFFECTIVELY ADVANCE THE VALUE OF HIGHER EDUCATION; PROMOTING PUBLIC POLICIES AND ACADEMIC PRACTICES THAT ENABLE AMERICANS TO ACHIEVE SUCCESS IN THE 21ST CENTURY. FORM 990, PAGE 6, PART VI, LINE 7A EXECUTIVE COMMITTEE MEMBERS ARE ELECTED BY VOTE OF THE REGULAR MEMBERS AT THE ANNUAL MEETING. FORM 990, PAGE 6, PART VI, LINE 7B MEMBERS VOTE ON ANNUAL DUES AND THE ELECTION OF THE EXECUTIVE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 11B THE INDEPENDENT AUDITORS PREPARE THE ANNUAL FORM 990. A DRAFT VERSION OF THE FORM 990 IS PRESENTED TO SHEEO'S EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. ONCE APPROVED, THE FORM 990 IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION REQUIRES EACH RESPONSIBLE PERSON TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND ACKNOWLEDGE IN WRITING THAT THEY HAVE DONE SO. EACH RESPONSIBLE PERSON ANNUALLY COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PARTY IS INVOLVED THAT COULD CONTRIBUTE TO A CONFLICT OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE SHEEO EXECUTIVE COMMITTEE REVIEWS COMPENSATION LEVELS FOR THE CEOS OF OTHER NATIONAL HIGHER EDUCATION ASSOCIATIONS BEFORE REVIEWING AND SETTING THE PRESIDENT'S COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B THE ASSOCIATION PARTICIPATES IN AN ANNUAL STUDY OF COMPENSATION FOR KEY LEADERS OF HIGHER EDUCATION AGENCIES AND NONPROFIT ORGANIZATIONS. THIS STUDY IS USED TO EVALUATE THE COMPENSATION OF SHEEO'S OFFICERS AND KEY EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 SHEEO PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC VIA HARD COPY OR ELECTRONIC PDF UPON REQUEST. FORM 990, PART XI, LINE 9 LOSS ON CHANGE IN EQUITY IN SHEPC, LLC -10,127 ST HIGHER EDUCATION POLICY CENTER 3035 CENTER GREEN DRIVE BOULDER CO 80301 201574409 RENTAL CO N/A EXCLUDED 728342 false false 0.19300 false true false false false false false false false false true false false false false false false false false