Civic Intelligence

Higher Education Policy Institute

990 • Fiscal year 2015 • EIN 77-0313194

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 11, 2016

5205 Prospect Rd 135/279San Jose, CA 95129

(408) 271-2699

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.24x

Higher debt load relative to assets than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

89th percentile

0.30x

Higher debt load relative to revenue than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

95th percentile

64%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

92nd percentile

110%

Faster asset growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

250%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$497,310

Up $260,425 (+110%) from 2014

Net Assets

$376,078

No earlier filing loaded for comparison.

Liabilities

Up

$121,232

Up $2,829 (+2.4%) from 2014

Revenue

Up

$404,775

Up $289,110 (+250%) from 2014

Expenses

Up

$147,179

Up $36,853 (+33%) from 2014

Net Income

Up

$257,596

Up $252,257 (+4725%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $2,555,505Liabilities 2010: $379,899Net Assets 2010: $2,175,6062010Assets 2011: $363,750Liabilities 2011: $138,389Net Assets 2011: $225,3612011Assets 2012: $118,917Liabilities 2012: $6,023Net Assets 2012: $112,8942012Assets 2013: $150,250Liabilities 2013: $896Net Assets 2013: $149,3542013Assets 2014: $236,885Liabilities 2014: $118,4032014Assets 2015: $497,310Liabilities 2015: $121,232Net Assets 2015: $376,0782015Assets 2016: $356,899Liabilities 2016: $9,128Net Assets 2016: $347,7712016Assets 2017: $249,926Liabilities 2017: $0Net Assets 2017: $249,9262017Assets 2018: $154,662Liabilities 2018: $16,342Net Assets 2018: $138,3202018Assets 2019: $5,834Liabilities 2019: $3,000Net Assets 2019: $2,8342019

Highlighted filing

2015

Assets$497,310
Liabilities$121,232
Net Assets$376,078

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,267,3822010Expenses 2011: $2,021,2372011Revenue 2012: $334,816Expenses 2012: $447,283Net Income 2012: -$112,4672012Revenue 2013: $161,445Expenses 2013: $124,985Net Income 2013: $36,4602013Revenue 2014: $115,665Expenses 2014: $110,326Net Income 2014: $5,3392014Revenue 2015: $404,775Expenses 2015: $147,179Net Income 2015: $257,5962015Revenue 2016: $162,708Expenses 2016: $191,015Net Income 2016: -$28,3072016Revenue 2017: $18,426Expenses 2017: $116,726Net Income 2017: -$98,3002017Revenue 2018: $2,111Expenses 2018: $113,717Net Income 2018: -$111,6062018Revenue 2019: $2,163Expenses 2019: $137,649Net Income 2019: -$135,4862019

Highlighted filing

2015

Revenue$404,775
Expenses$147,179
Net Income$257,596
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 11, 2016
Return Version
2014v6.0
Gross Receipts
$404,775
Mission and Program Overview

Mission

The institute promotes public policies that enhance americans' opportunities to pursue and achieve high-quality education and training beyond high school. The institute prepares action-oriented analyses of pressing policy issues facing the states and the nation regarding opportunity and achievement in higher education including two and four-year, public and private, for-profit and nonprofit institutions. The institute communicates performance results and key findings to the public, to civic, business and higher education policy.

Promote policies that enhance americans' opportunities for education & training beyond high school

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$216,860$467,310▲ $250,450
Accounts Receivable$20,025$30,000▲ $9,975
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$236,885$497,310▲ $260,425
Liabilities
Escrow Account Liability$116,557$118,480▲ $1,923
Accounts Payable and Accrued Expenses$1,846$2,752▲ $906
Total Liabilities$118,403$121,232▲ $2,829
Net Assets / Fund Balance
Unrestricted Net Assets$118,482$376,078▲ $257,596
Total Net Assets Fund Balance$118,482$376,078▲ $257,596
Total Liabilities and Net Assets / Fund Balance$236,885$497,310▲ $260,425

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$3,815$3,815
Compensation and Service Providers

Board Members and Trustees

NameTitle
Arturo MadridChairman
Patrick M CallanPresident
James M FurmanDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$343,089
Program Service Revenue
$61,650
Investment Income
$36
Other Revenue
$0
All Other Contributions
$343,089
Change in Net Assets
$257,596
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$81,985
Salaries, Compensation, and Employee Benefits$65,194
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$60,025$1,952-$61,977
Other Salaries and Wages$24,989$14,561-$39,550
Current Officers, Directors, Trustees, and Key Employees$21,750--$21,750
Office Expenses$3,271$3,095-$6,366
Fees for Services Accounting$3,325$2,500-$5,825
Travel$5,026$343-$5,369
Payroll Taxes$2,561$1,333-$3,894
Information Technology$1,260--$1,260
Insurance-$1,100-$1,100
Conferences and Meetings$78$10-$88
Total Functional Expenses$122,285$24,894$0$147,179
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

A copy of the 990 is made available for all the board members.

Form 990, Part VI, Section B, Line 12C

The board secretary is responsible for obtaining all signed annual statements. The board president is responsible for reviewing statements and determining if there are any perceived conflicts of interest.

Form 990, Part VI, Section B, Line 15

The executive committee sets salary and compensation for the president based upon comparable salaries.

Form 990, Part VI, Section C, Line 19

All documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Higher Education Policy Institute
EIN
77-0313194
Phone
4082712699
Address
5205 PROSPECT RD 135/279, SAN JOSE, CA 95129

Signing Officer

Name
Patrick M Callan
Title
President
Phone
4082712699
Signed
2016-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick M Callan
Formed
1992
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
3
Volunteers
3

Preparer

Firm
Armanino Llp
Address
50 WEST SAN FERNANDO STREET STE 500, SAN JOSE, CA 95113
Preparer
Lawrence S Kuechler
Phone
4082006400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Payroll processing fees: program service expenses 0. Management and general expenses 1,844. Fundraising expenses 0. Total expenses 1,844. Consultant service: program service expenses 60,025. Management and general expenses 0. Fundraising expenses 0. Total expenses 60,025. Other fees: program service expenses 0. Management and general expenses 108. Fundraising expenses 0. Total expenses 108.

Financial Statement Notes

PART IV, LINE 2B:

The organization acts as a fiscal agent for change magazine and vbs award. The balance for these two accounts as of 06/30/2015 was $117,960 and $520 respectively.

Raw XML Appendix350 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01846
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02752
IRS990/AccountsReceivableGrp/BOYAmt020025
IRS990/AccountsReceivableGrp/EOYAmt030000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROMOTE POLICIES THAT ENHANCE AMERICANS' OPPORTUNITIES FOR EDUCATION & TRAINING BEYOND HIGH SCHOOL
IRS990/AllOtherContributionsAmt0343089
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HOLLY EARLYWINE
IRS990/BooksInCareOfDetail/PhoneNum04082712699
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05205 PROSPECT RD 135/279
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095129
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt021750
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt021750
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt010
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt078
IRS990/ConferencesMeetingsGrp/TotalAmt088
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0343089
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt036
IRS990/CYOtherExpensesAmt081985
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt061650
IRS990/CYRevenuesLessExpensesAmt0257596
IRS990/CYSalariesCompEmpBnftPaidAmt065194
IRS990/CYTotalExpensesAmt0147179
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0404775
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0POLICY ANALYSIS - AS A RESOURCE FOR POLICY DEVELOPMENT THE INSTITUTE CONDUCTS INDEPENDENT RESEARCH AND ANALYSES OF PRESSING POLICY ISSUES FACING THE STATES AND THE NATION REGARDING OPPORTUNITY AND ACHIEVEMENT IN HIGHER EDUCATION. IT PROVIDES RESULTS OF RESEARCH, ANALYSIS AND STUDIES OF CURRENT POLICES OF HIGHER EDUCATION TO THE GENERAL PUBLIC IDENTIFYING KEY ISSUES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt0116557
IRS990/EscrowAccountLiabilityGrp/EOYAmt0118480
IRS990/ExpenseAmt086041
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02500
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03325
IRS990/FeesForServicesAccountingGrp/TotalAmt05825
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01952
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt060025
IRS990/FeesForServicesOtherGrp/TotalAmt061977
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0ARTURO MADRID
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK M CALLAN
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES M FURMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0404775
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt01260
IRS990/InformationTechnologyGrp/TotalAmt01260
IRS990/InsuranceGrp/ManagementAndGeneralAmt01100
IRS990/InsuranceGrp/TotalAmt01100
IRS990/InvestmentIncomeGrp/ExclusionAmt036
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03815
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt03815
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE INSTITUTE PROMOTES PUBLIC POLICIES THAT ENHANCE AMERICANS' OPPORTUNITIES TO PURSUE AND ACHIEVE HIGH-QUALITY EDUCATION AND TRAINING BEYOND HIGH SCHOOL. THE INSTITUTE PREPARES ACTION-ORIENTED ANALYSES OF PRESSING POLICY ISSUES FACING THE STATES AND THE NATION REGARDING OPPORTUNITY AND ACHIEVEMENT IN HIGHER EDUCATION INCLUDING TWO AND FOUR-YEAR, PUBLIC AND PRIVATE, FOR-PROFIT AND NONPROFIT INSTITUTIONS. THE INSTITUTE COMMUNICATES PERFORMANCE RESULTS AND KEY FINDINGS TO THE PUBLIC, TO CIVIC, BUSINESS AND HIGHER EDUCATION POLICY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0118482
IRS990/NetAssetsOrFundBalancesEOYAmt0376078
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03095
IRS990/OfficeExpensesGrp/ProgramServicesAmt03271
IRS990/OfficeExpensesGrp/TotalAmt06366
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014561
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt024989
IRS990/OtherSalariesAndWagesGrp/TotalAmt039550
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01333
IRS990/PayrollTaxesGrp/ProgramServicesAmt02561
IRS990/PayrollTaxesGrp/TotalAmt03894
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATRICK M CALLAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACT INCOME
IRS990/ProgramServiceRevenueGrp/Desc1STIPEND
IRS990/ProgramServiceRevenueGrp/Desc2ADMINISTRATIVE FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt060000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt060000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2650
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNICATIONS - AS A CATALYST FOR IMPROVING PUBLIC POLICY THE INSTITUTE COMMUNICATES PERFORMANCE RESULTS AND KEY FINDINGS TO THE PUBLIC, TO CIVIC, BUSINESS, AND HIGHER EDUCATION LEADERS, AND TO PUBLIC OFFICIALS WHO ARE POISED TO IMPROVE PUBLIC POLICIES REGARDING HIGHER EDUCATION. THESE COMMUNICATIONS PROMOTE DISCUSSION AND PROVIDE ALTERNATIVES FOR ACHIEVING OPTIMAL ORGANIZATION AND OPERATION OF HIGHER EDUCATION. DURING THE YEAR ENDED JUNE 30, 2015, THE INSTITUTE HAS BEEN COLLABORATING WITH THE SOUTHERN REGIONAL EDUCATIONAL BOARD ON ITS COMMUNITY COLLEGE COMMISSION, FOCUSING ON WAYS TO STRENGTHEN THE ROLE OF COMMUNITY AND TECHNICAL COLLEGES IN RAISING EDUCATIONAL ATTAINMENT IN SOUTHERN STATES, AND ON THE HIGHER EDUCATION POLICY ISSUES FACING SOUTHERN STATES, INCLUDING STATE PROFILES AND PRELIMINARY CONCLUSIONS REGARDING AFFORDABILITY IN SOUTHERN STATES; AND ONGOING WORK WITH THE COMMITTEE FOR ECONOMIC DEVELOPMENT ON A POLICY REPORT ON CALIFORNIA HIGHER EDUCATION AND FOLLOW-UP TO THAT REPORT. HEPI ALSO ACTS AS THE FISCAL AGENT FOR CHANGE, THE MAGAZINE OF HIGHER LEARNING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt036244
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01650
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt050000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015
IRS990/PYOtherExpensesAmt012201
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt065650
IRS990/PYRevenuesLessExpensesAmt05339
IRS990/PYSalariesCompEmpBnftPaidAmt098125
IRS990/PYTotalExpensesAmt0110326
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0115665
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0257596
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt060000
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0216860
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0467310
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE INSTITUTE DID NOT PASS SECTION 509 (A)(1) PUBLIC SUPPORT TEST FOR BOTH TAX YEARS 07/01/14 - 06/30/15 AND 07/01/13 - 06/30/14. HOWEVER, TOTAL GOVERNMENTAL AND PUBLIC SUPPORT NORMALLY RECEIVED BY THE ORGANIZATION IS AT LEAST 10% OF THE TOTAL SUPPORT (990 SCH A PART II, SECTION C, LINE 14). THE ORGANIZATION IS CURRENTLY IN THE PROCESS OF DOWNSIZING ITS ACTIVITIES. HOWEVER, ITS PROGRAM IS STILL TO BENEFIT THE GENERAL PUBLIC. ONE LARGE SOURCE OF THE SUPPORT WAS A BEQUEST FROM A TRUST, WHICH WAS INITIALLY TO BE USED FOR AWARD PURPOSE AND HEI ACTED AS FISCAL AGENT OF THE FUNDS. IN FISCAL YEAR 14-15, THE AWARD ACCOUNT WAS CLOSED AND $343,089 WERE RELEASED FOR HEI'S PROGRAM SERVICE. BECAUSE OF THIS ONE SINGLE LARGE GRANT, THE PUBLIC SUPPORT TEST WAS NOT SATISFIED. ACCORDING TO THESE "FACTS AND CIRCUMSTANCES", THE ORGANIZATION STILL QUALIFIES AS PUBLICLY SUPPORTED ORGANIZATION.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0343089
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0108384
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0330290
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0110000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0941763
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023191
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt023279
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0129725
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.17770
IRS990ScheduleA/PublicSupportPY170Pct00.29350
IRS990ScheduleA/PublicSupportTotal170Amt0171505
IRS990ScheduleA/SubstantialContributorsTotAmt0770258
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0343089
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0108384
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0330290
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0110000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0941763
IRS990ScheduleA/TotalSupportAmt0965042
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03815
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03815
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ACTS AS A FISCAL AGENT FOR CHANGE MAGAZINE AND VBS AWARD. THE BALANCE FOR THESE TWO ACCOUNTS AS OF 06/30/2015 WAS $117,960 AND $520 RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS MADE AVAILABLE FOR ALL THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD SECRETARY IS RESPONSIBLE FOR OBTAINING ALL SIGNED ANNUAL STATEMENTS. THE BOARD PRESIDENT IS RESPONSIBLE FOR REVIEWING STATEMENTS AND DETERMINING IF THERE ARE ANY PERCEIVED CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE COMMITTEE SETS SALARY AND COMPENSATION FOR THE PRESIDENT BASED UPON COMPARABLE SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,844. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,844. CONSULTANT SERVICE: PROGRAM SERVICE EXPENSES 60,025. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,025. OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 108. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 108.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0236885
IRS990/TotalAssetsEOYAmt0497310
IRS990/TotalAssetsGrp/BOYAmt0236885
IRS990/TotalAssetsGrp/EOYAmt0497310
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0343089
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024894
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122285
IRS990/TotalFunctionalExpensesGrp/TotalAmt0147179
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0118403
IRS990/TotalLiabilitiesEOYAmt0121232
IRS990/TotalLiabilitiesGrp/BOYAmt0118403
IRS990/TotalLiabilitiesGrp/EOYAmt0121232
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0118482
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0376078
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0122285
IRS990/TotalProgramServiceRevenueAmt061650
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt036
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt061650
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0404775
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0236885
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0497310
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0343
IRS990/TravelGrp/ProgramServicesAmt05026
IRS990/TravelGrp/TotalAmt05369
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0118482
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0376078
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05205 PROSPECT RD 135/279
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095129
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.HIGHEREDUCATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK M CALLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04082712699
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HIGHER EDUCATION POLICY INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0HIGH
ReturnHeader/Filer/EIN0770313194
ReturnHeader/Filer/PhoneNum04082712699
ReturnHeader/Filer/USAddress/AddressLine1Txt05205 PROSPECT RD 135/279
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095129
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 WEST SAN FERNANDO STREET STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095113
ReturnHeader/PreparerPersonGrp/PhoneNum04082006400
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE S KUECHLER
ReturnHeader/ReturnTs02016-01-29T15:32:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings