Skip to content
Nonprofiteer
← STATE HIGHER EDUCATION EXECUTIVE

Form 990 for tax year 2024

Filed by STATE HIGHER EDUCATION EXECUTIVE.

Totals

Total revenue
$8,313,296
Total expenses
$7,822,143
Contributions and grants received
$6,880,480
Grants paid
$0
Program service revenue
$1,283,799
Investment income
$126,409
Other revenue
$22,608
Total assets, end of year
$9,264,751
Total liabilities, end of year
$4,216,466
Net assets or fund balances, end of year
$5,048,285
Program services expenses (Part IX)
$6,889,820
Management and general expenses
$932,323
Fundraising expenses
$0
Program service expenses (Part III)
$6,889,820

Program services were 88.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $1,408,162

  • 1f · All other contributions, gifts and grants

    $5,472,318

  • 2a · Program service revenue: HIGHER ED POLICY CONFERENCE

    total $688,750 · related or exempt $688,750

  • 2b · Program service revenue: CONTRACT REVENUE

    total $491,925 · related or exempt $491,925

  • 2c · Program service revenue: ANNUAL MEETING

    total $103,124 · related or exempt $103,124

  • 3 · Investment income

    total $89,012 · excluded $89,012

  • 7a · Gross sales of assets other than inventory

    securities $37,397

  • 7c · Gain or loss

    securities $37,397

  • 7d · Net gain or loss

    total $37,397 · related or exempt $37,397

  • 11a · Other revenue: MISC. INCOME

    total $22,608 · related or exempt $22,608

  • 11e · Other revenue, total

    $22,608

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,308,858 · program services $713,374 · management and general $595,484

  • 7 · Other salaries and wages

    total $1,390,661 · program services $1,119,099 · management and general $271,562

  • 8 · Pension plan contributions

    total $122,853 · program services $105,184 · management and general $17,669

  • 9 · Other employee benefits

    total $138,447 · program services $110,253 · management and general $28,194

  • 10 · Payroll taxes

    total $187,804 · program services $127,707 · management and general $60,097

  • 11b · Fees: legal

    total $170 · management and general $170

  • 11f · Fees: investment management

    total $16,328 · management and general $16,328

  • 11g · Fees: other

    total $94,235 · management and general $94,235

  • 13 · Office expenses

    total $44,912 · program services $15,002 · management and general $29,910

  • 14 · Information technology

    total $103,550 · management and general $103,550

  • 16 · Occupancy

    total $295,907 · program services $191,612 · management and general $104,295

  • 17 · Travel

    total $185,005 · program services $173,038 · management and general $11,967

  • 19 · Conferences, conventions and meetings

    total $1,220,074 · program services $1,219,529 · management and general $545

  • 22 · Depreciation, depletion and amortization

    total $1,097 · management and general $1,097

  • 23 · Insurance

    total $20,039 · management and general $20,039

  • 24a · Other expenses: SUBCONTRACTORS

    total $2,692,203 · program services $2,676,642 · management and general $15,561

  • 24b · Other expenses: INDIRECT

    program services $438,380 · management and general -$438,380

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $729,058

  • 2 · Savings and temporary cash investments

    beginning of year $795,084 · end of year $3,742

  • 3 · Pledges and grants receivable

    end of year $64,448

  • 4 · Accounts receivable

    beginning of year $34,764 · end of year $42,665

  • 9 · Prepaid expenses and deferred charges

    beginning of year $68,621 · end of year $153,912

  • 10a · Land, buildings and equipment: cost or other basis

    $163,056

  • 10b · Land, buildings and equipment: accumulated depreciation

    $163,056

  • 10c · Land, buildings and equipment, net

    beginning of year $1,097

  • 11 · Investments: publicly traded securities

    beginning of year $7,728,527 · end of year $6,717,714

  • 12 · Investments: other securities

    end of year $732,559

  • 15 · Other assets

    beginning of year $1,232,672 · end of year $820,653

  • 17 · Accounts payable and accrued expenses

    beginning of year $199,021 · end of year $237,178

  • 19 · Deferred revenue

    beginning of year $4,746,813 · end of year $3,118,040

  • 25 · Other liabilities

    beginning of year $541,919 · end of year $861,248

  • 27 · Net assets without donor restrictions

    beginning of year $4,373,012 · end of year $5,048,285

Mission and programs · 2024

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $5,272,318 · Revenue $529,322

  • 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.

    Expenses $1,023,638

  • 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.

    Expenses $593,864 · Revenue $814,482

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Robert Anderson

    PRESIDENT

    Total calculated
    $426,612
    From this org
    $366,333
    From related orgs
    $0
    Other
    $60,279
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $356,428
    Bonus
    not reported
    Other
    $9,905
    Deferred
    $59,652
    Nontaxable benefits
    $627
    Filer's total
    $426,612

  • Christina Whitfield

    SENIOR VP

    Total calculated
    $296,836
    From this org
    $258,404
    From related orgs
    $0
    Other
    $38,432
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,404
    Bonus
    $10,000
    Other
    not reported
    Deferred
    $24,847
    Nontaxable benefits
    $13,585
    Filer's total
    $296,836

  • John Lane

    VP ACADEMIC

    Total calculated
    $211,699
    From this org
    $182,500
    From related orgs
    $0
    Other
    $29,199
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,500
    Bonus
    $10,000
    Other
    not reported
    Deferred
    $17,289
    Nontaxable benefits
    $11,910
    Filer's total
    $211,699

  • Tom Harnisch

    VP

    Total calculated
    $203,478
    From this org
    $178,432
    From related orgs
    $0
    Other
    $25,046
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,184
    Bonus
    $10,000
    Other
    $248
    Deferred
    $16,794
    Nontaxable benefits
    $8,252
    Filer's total
    $203,478

  • David Szczesny

    DIR OF FINAN

    Total calculated
    $189,888
    From this org
    $146,673
    From related orgs
    $0
    Other
    $43,215
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,673
    Bonus
    $10,000
    Other
    not reported
    Deferred
    $14,144
    Nontaxable benefits
    $29,071
    Filer's total
    $189,888

  • Dustin Weeden

    ASSOC VP

    Total calculated
    $175,294
    From this org
    $136,636
    From related orgs
    $0
    Other
    $38,658
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,636
    Bonus
    $10,000
    Other
    not reported
    Deferred
    $12,983
    Nontaxable benefits
    $25,675
    Filer's total
    $175,294

  • Carrie Klein

    ASSOC VP

    Total calculated
    $175,284
    From this org
    $161,851
    From related orgs
    $0
    Other
    $13,433
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,840
    Bonus
    $10,000
    Other
    $11,011
    Deferred
    $12,983
    Nontaxable benefits
    $450
    Filer's total
    $175,284

  • Rachel Burns

    SENIOR POLIC

    Total calculated
    $152,063
    From this org
    $137,311
    From related orgs
    $0
    Other
    $14,752
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $120,488
    Bonus
    $10,000
    Other
    $6,823
    Deferred
    $11,367
    Nontaxable benefits
    $3,385
    Filer's total
    $152,063

  • Jessica Duren

    COMM. DIRECT

    Total calculated
    $145,326
    From this org
    $126,026
    From related orgs
    $0
    Other
    $19,300
    Hours/week
    40

  • Alicia Engels

    DIR. OF EVEN

    Total calculated
    $133,681
    From this org
    $123,706
    From related orgs
    $0
    Other
    $9,975
    Hours/week
    40

  • Brian Bridges

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ben Cannon

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Clayton T Christian

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Allison Garrett

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Shannon Gilkey

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Chris Lowery

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dennis Olson

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Noe Ortega

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ginger Ostro

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1

  • Kate Shaw

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Aaron Thompson

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Sarah Tucker

    PAST-CHAIR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ST HIGHER EDUCATION POLICY CENTER

    EXCLUDED · RENTAL · CO · 19.3% owned · share of assets $728,342

Provenance

Return type
form_990
Tax year
2024
Filed
20 July 2026
IRS schema version
2024v5.0
Source object
202602019349301085

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.