Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2017 • EIN 77-0313194
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
2nd percentile
Higher net margin than 2% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 215.7% of source-year revenue.
Asset Growth
15th percentile
Faster asset growth than 15% of similar nonprofits.
Revenue Growth
3rd percentile
Faster revenue growth than 3% of similar nonprofits.
Assets
Down$249,926
Down $106,973 (-30%) from 2016
Net Assets
Down$249,926
Down $97,845 (-28%) from 2016
Liabilities
Down$0
Down $9,128 (-100%) from 2016
Revenue
Down$18,426
Down $144,282 (-89%) from 2016
Expenses
Down$116,726
Down $74,289 (-39%) from 2016
Net Income
Down-$98,300
Down $69,993 (-247%) from 2016
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.
| Description | Grants | Expenses |
|---|---|---|
| Policy 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. | $0 | $70,691 |
| Communications - 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, 2016, the Institute collaborated with the Southern Regional Educational Board in the Commission on College Affodability in the South meetings and susequent report. The Commission and the report prepared by Institute staff recommended that states review affordability policies for capacity to make postsecondary education more afforadable for students and families. | $0 | $6,195 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| PATRICK M CALLAN | President | - | $39,750 | - | $39,750 |
| Arturo Madrid | Chairman | - | $0 | - | - |
| james M FURMAN | Director | - | $0 | - | - |
“Description: INTEREST INCOME. Amount: 58.”
“Description: OFFICE SUPPLIES. Amount: 804. Description: TELEPHONE EXPENSE. Amount: 490. Description: misc EXPENSE. Amount: 192. Description: INTERNET EXPENSE. Amount: 1,253. Description: INSURANCE. Amount: 662. Description: MEETING EXPENSE. Amount: 233. Description: travel expense. Amount: 6,060. Total to Form 990-EZ, line 16: 9,694.”
“Description: Prior year adjustment . Amount: 455.”
“Description: Overpayment of credit card. Beg. of Year Amount: 0. End of Year Amount: 423.”
“Description: Accounts payable and accrued expenses. Beg. of Year Amount: 8,608. End of Year Amount: 0. Description: fiscal agent account. Beg. of Year Amount: 520. End of Year Amount: 0.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Holly Earlywine |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4082712699 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5205 Prospect Rd 135/279 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | san jose |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95129 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 356899 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 249503 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3368 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -98300 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 17188 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 356899 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 249926 |
| IRS990EZ/GrossReceiptsAmt | 0 | 18426 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 58 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 347771 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 249926 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 347771 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 249926 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.75 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 39750 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Arturo Madrid |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | PATRICK M CALLAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | james M FURMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Chairman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | director |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 423 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 455 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 9694 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 2997 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 15000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Policy 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Communications - 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, 2016, the Institute collaborated with the Southern Regional Educational Board in the Commission on College Affodability in the South meetings and susequent report. The Commission and the report prepared by Institute staff recommended that states review affordability policies for capacity to make postsecondary education more afforadable for students and families. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 70691 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 6195 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 86847 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 9128 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 116726 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 76886 |
| IRS990EZ/TotalRevenueAmt | 0 | 18426 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.HIGHEREDUCATION.ORG |
| IRS990ScheduleA/FactsAndCircumstancesTestTxt | 0 | The Institute did not pass section 509 (a)(1) Public Support test for both tax years 07/01/16 - 06/30/17 and 07/01/15 - 06/30/16. However, Total governmental and public support normally received by the Organization is at least 10% of the total support for fiscal year 07/01/15- 06/30/2016( 2015 990 Sch A Part II, Section C, line 14). The organization plans to cease operations in June 2018. 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 2014-2015, the award account was closed and all funds 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/CurrentTaxYearAmt | 0 | 3368 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 81090 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 343089 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 50000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 108384 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 585931 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 58 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 268 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 36 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 15 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 11 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 388 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 223700 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.08570 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.11640 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 50272 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 535659 |
| IRS990ScheduleA/TenPctFactsCrcmstncsTestPYInd | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 3368 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 81090 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 343089 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 50000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 108384 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 585931 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 586319 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: INTEREST INCOME. Amount: 58. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: OFFICE SUPPLIES. Amount: 804. Description: TELEPHONE EXPENSE. Amount: 490. Description: misc EXPENSE. Amount: 192. Description: INTERNET EXPENSE. Amount: 1,253. Description: INSURANCE. Amount: 662. Description: MEETING EXPENSE. Amount: 233. Description: travel expense. Amount: 6,060. Total to Form 990-EZ, line 16: 9,694. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: Prior year adjustment . Amount: 455. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description: Overpayment of credit card. Beg. of Year Amount: 0. End of Year Amount: 423. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Description: Accounts payable and accrued expenses. Beg. of Year Amount: 8,608. End of Year Amount: 0. Description: fiscal agent account. Beg. of Year Amount: 520. End of Year Amount: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 4 - Other Investment Income |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part II, Line 24 - Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part II, Line 26 - Other Liabilities |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | PATRICK M CALLAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4087923151 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-10-04 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Higher Education Policy Institute |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HIGH |
| ReturnHeader/Filer/EIN | 0 | 770313194 |
| ReturnHeader/Filer/PhoneNum | 0 | 4087923151 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 5205 Prospect Rd 135/279 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | San Jose |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 95129 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | C6CDAEE9B875D4320E7F169406ABE2414F275E69 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 38.104.135.22 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-10-04 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 17:14:39 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 946214841 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Armanino LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 50 W San Fernando St Ste 500 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | San Jose |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 95113 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4082006400 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-10-04 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Lawrence S Kuechler |
| ReturnHeader/ReturnTs | 0 | 2017-11-06T12:25:28-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.