2026-05-14T17:51:02-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 5255 EAST WILLIAMS CIRCLE SUITE 5000 TUCSON AZ 85711 990 2024-07-01 841455437 EDUCAUSE EDUC 3034494430 4845 PEARL EAST CR PMB 43761 118 BOULDER CO 80301 JOHN O'BRIEN PRESIDENT & CEO 3034494430 2026-05-14 1 1 JONATHAN WITTMANN P02338566 5207903500 2026-05-14 2024 2025-03-06 01:10:19Z JOHN O'BRIEN 4845 PEARL EAST CR PMB 43761 118 BOULDER CO 80301 33345868 0 X WWW.EDUCAUSE.EDU X 1998 DC ADVANCE HIGHER EDUCATION BY PROMOTING THE USE OF INFORMATION TECHNOLOGY. 9 9 95 2090 393815 123340 2983056 2333286 20872694 21940516 1888139 2049921 0 50 25743889 26323773 552892 548899 0 0 12879479 12594045 0 0 0 10014449 10398903 23446820 23541847 2297069 2781926 48398897 52779485 14374863 13842561 34024034 38936924 X ADVANCE HIGHER EDUCATION BY PROMOTING THE USE OF INFORMATION TECHNOLOGY. 0 0 5128395 0 7052117 CONFERENCES AND EVENTS: SUPPORTS ALL CONFERENCES AND EVENTS HELD BY THE ORGANIZATION INCLUDING THE ANNUAL CONFERENCE, THE ORGANIZATION'S PREMIER PROFESSIONAL DEVELOPMENT INITIATIVE WHICH PROVIDES LEARNING AND NETWORKING OPPORTUNITIES TO ALL LEVELS OF INFORMATION TECHNOLOGY PROFESSIONALS. 2923514 548899 317757 COMMUNITIES AND RESEARCH: PROVIDES RESEARCH AND ANALYSIS ABOUT INFORMATION TECHNOLOGY IN HIGHER EDUCATION TO INFORMATION TECHNOLOGY PROFESSIONALS AND HIGHER EDUCATION LEADERS. PROVIDES STRUCTURES THROUGH WHICH MEMBERS CAN NETWORK AND COLLABORATE WITH COLLEAGUES WHO ARE TACKLING TECHNOLOGICAL PROGRESS IN CORE TECHNOLOGIES. PROMOTES THE ADOPTION OF ANALYTICS-BASED SYSTEMS AMONG INSTITUTIONS OF HIGHER EDUCATION. CONDUCTS ENTERPRISE AND ADMINISTRATIVE PURSUITS CONCERNING THE USE OF INFORMATION TECHNOLOGY IN HIGHER EDUCATION INSTITUTIONS. 1974831 0 28334 PROFESSIONAL LEARNING: PROVIDES A VARIETY OF SPECIAL-TOPIC, REGIONAL CONFERENCES, RESOURCES, TOOLS, AND OTHER MEMBER-DRIVEN PROFESSIONAL DEVELOPMENT ACTIVITIES TO ADVANCE LEARNING THROUGH THE INNOVATIVE APPLICATION OF TECHNOLOGY. 1843820 0 13214 PRESIDENT'S OFFICE: DEVELOPS ALLIANCES AND NETWORKS WITH RELATED PEERS, ORGANIZATIONS, AND MEMBERS WHO FURTHER EDUCATIONAL SUPPORT FOR INFORMATION RESOURCES PROFESSIONALS IN SUCH AREAS AS TECHNOLOGY PLANNING AND LEADERSHIP. 814806 0 0 PUBLISHING AND CONTENT: INCLUDES THE ORGANIZATION'S OPEN-ACCESS DIGITAL AND PRINT FLAGSHIP PUBLICATIONS, WHICH ADDRESS CURRENT DEVELOPMENTS AND TRENDS IN IT, HOW THEY MAY AFFECT MEMBERS, AND WHAT THESE TRENDS MEAN FOR HIGHER EDUCATION AND SOCIETY. 811659 0 14135279 MEMBERSHIP: PROCESSES MEMBERSHIP RENEWALS, ENROLLS NEW MEMBERS, AND TRACKS MEMBER RETENTION. 3470285 0 14148493 13497025 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 133 0 1 95 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X NYCOLE JOINER 3034494430 4845 PEARL EAST CIRCLE SUITE 118 BOULDER CO 80301 JOHN O'BRIEN PRESIDENT AND CEO 45.00 X 607897 0 104136 SUSAN GRAJEK VP PARTNERSHIPS (THRU 2/25) 45.00 X 330393 0 96885 EDEN DAHLSTROM VP PROFESSIONAL DEVELOPMENT 45.00 X 264882 0 104738 NYCOLE JOINER VP AND CFO 45.00 X 219160 0 67271 JARRET S CUMMINGS DIRECTOR, POLICY AND GOV 45.00 X 205116 0 98886 CATHERINE YANG VP DIGITAL 45.00 X 229430 0 67595 JOSEPH D RYAN VICE PRESIDENT & CIO 45.00 X 201378 0 65267 MARK M MCCORMACK SENIOR DIRECTOR A AND R 45.00 X 187269 0 64303 ANDREA JONES DIR. CGW PROGRAM 45.00 X 184314 0 63963 VERONICA DIAZ SR DIRECTOR, PROF LEARNING 45.00 X 176377 0 80749 KATHE PELLETIER SR. DIR. COMMUNITY PRGMS 45.00 X 166183 0 60044 ALLAN CHEN BOARD CHAIR (AS OF 1/25) 1.30 X X 0 0 0 SHARON PITT BOARD CHAIR (THRU 1/25) 1.30 X X 0 0 0 JANE LIVINGSTON VICE CHAIR (AS OF 1/25) 1.30 X X 0 0 0 TARA HUGHES TREASURER (AS OF 1/25) 1.30 X X 0 0 0 SHERRI YERK-ZWICKL TREASURER (THRU 1/25) 1.30 X X 0 0 0 KAREN WARREN SECRETARY (AS OF 1/25) 1.30 X X 0 0 0 DAVID SEIDL SECRETARY (THRU 1/25) 1.30 X X 0 0 0 ANDY BRANTLEY DIRECTOR 1.30 X 0 0 0 CHERYL WASHINGTON DIRECTOR (THRU 12/24) 1.30 X 0 0 0 ED HUDSON DIRECTOR (AS OF 6/25) 1.30 X 0 0 0 HECTOR MOLINA DIRECTOR (AS OF 10/24) 1.30 X 0 0 0 JEFF NESHEIM DIRECTOR (AS OF 1/25) 1.30 X 0 0 0 PETER ANGELOS DIRECTOR 1.30 X 0 0 0 SANDEEP SIDHU DIRECTOR 1.30 X 0 0 0 TONY MOORE DIRECTOR (THRU 10/24) 1.30 X 0 0 0 2772399 0 873837 33 0 1 0 UDIG LLC 8000 FRANKLIN FARMS DR SUITE 200 HENRICO VA 23229 TECHNOLOGY CONSULTING 1172518 FREEMAN PO BOX 734596 DALLAS TX 75373 EVENT SERVICES 920574 NONPROFIT RESOURCES LLC 22640 HAZEL LANE RAPID CITY SD 57702 PAYROLL/ACCOUNTING SERVICES 583792 VELIR STODIOS INC 212 ELM ST SUITE 201 SOMERVILLE ME 02144 DIGITAL MARKETING 385639 ENTENZA LAW FIRM 1221 BRICKELL AVE SUITE 900 MIAMI FL 33131 LEGAL SERVICES 240408 10 2333286 2333286 MEMBERSHIP DUES 611710 8933782 8933782 REGISTRATIONS 611710 7110483 7110483 BOOTH RENTALS 532000 4630355 4630355 SUBSCRIPTION INCOME 513120 554052 554052 OTHER 900099 318029 318029 393815 393815 21940516 1362662 1362662 50 50 7709354 7022095 687259 687259 687259 26323773 21546701 393815 2049971 548899 548899 2100373 983949 1116424 7625839 4709196 2916643 686326 401954 284372 1503842 858805 645037 677665 380734 296931 472532 279397 193135 74573 74573 306870 306870 2214374 1353399 860975 27062 27062 667224 111208 556016 3437373 1308807 2128566 909335 908161 1174 553753 496390 57363 403877 403877 105735 11484 94251 FOOD & BEVERAGE 1103472 1100529 2943 DUES, SUBS AND FEES 65767 26525 39242 MISCELLANEOUS 56956 17588 39368 23541847 13497025 10044822 0 9370931 10066593 2839914 2007939 803051 863310 756381 1038223 8451808 6716841 1542985 1734967 31356308 35041335 711159 853940 30250 24750 987918 1148428 48398897 52779485 1324544 1593129 12159741 11217706 890578 1031726 14374863 13842561 X 33315613 38169511 708421 767413 34024034 38936924 48398897 52779485 2781926 2130964 0 X X 0 1 X 1 0 X 4859018 1971043 3653401 2983056 2333286 15799804 16717014 7267253 18490425 20498204 21546701 84519597 21576032 9238296 22143826 23481260 23879987 100319401 95468 1969634 1810917 193899 4069918 0 95468 1969634 1810917 193899 4069918 96249483 817721 357505 1027522 959811 1362712 4525271 817721 357505 1027522 959811 1362712 4525271 22393753 9595801 23171348 24441071 25242699 104844672 0.91800 0.91900 0.04320 0.04030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 708421 67295 8303 767413 577687 138267 7533 708421 490012 87675 577687 640861 -150849 490012 497253 143608 640861 0.00000 0.13030 0.86970 0 0 8451808 6716841 1734967 1734967 DEFERRED COMPENSATION OBLIGATION 1031726 1031726 28147867 2130964 2130964 26016903 306870 306870 26323773 23234977 0 23234977 306870 306870 23541847 PART V, LINE 4: THE FUNDS ARE USED TO PAY FOR AN EVENT IN HONOR OF THE WINNER OF THE PAUL EVAN PETERS AWARD. THE AWARD RECOGNIZES THE MOST NOTABLE AND LASTING INTERNATIONAL ACHIEVEMENTS RELATED TO HIGH PERFORMANCE NETWORKS AND THE CREATION AND USE OF INFORMATION RESOURCES AND SERVICES THAT ADVANCE SCHOLARSHIP AND INTELLECTUAL PRODUCTIVITY. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 ALTERNATIVE INVESTMENTS 853940 0 0 0 0 0 0 853940 0 853940 0 0 0 0 1 0 0 SCHOLARSHIP 22 7777 0 N/A N/A HONORARIA 163 487810 0 N/A N/A X X X X 1 0 0 0 0 0 0 1 0 JOHN O'BRIEN PRESIDENT AND CEO 553466 0 54431 0 0 0 59099 0 45037 0 712033 0 0 0 SUSAN GRAJEK VP PARTNERSHIPS (THRU 2/25) 330393 0 0 0 0 0 33039 0 63846 0 427278 0 0 0 EDEN DAHLSTROM VP PROFESSIONAL DEVELOPMENT 264882 0 0 0 0 0 16250 0 88488 0 369620 0 0 0 NYCOLE JOINER VP AND CFO 219160 0 0 0 0 0 22703 0 44568 0 286431 0 0 0 JARRET S CUMMINGS DIRECTOR, POLICY AND GOV 204366 0 750 0 0 0 20005 0 78881 0 304002 0 0 0 CATHERINE YANG VP DIGITAL 228680 0 750 0 0 0 14922 0 52673 0 297025 0 0 0 JOSEPH D RYAN VICE PRESIDENT & CIO 201278 0 100 0 0 0 23000 0 42267 0 266645 0 0 0 MARK M MCCORMACK SENIOR DIRECTOR A AND R 187269 0 0 0 0 0 11236 0 53067 0 251572 0 0 0 ANDREA JONES DIR. CGW PROGRAM 147852 0 0 0 36462 0 13266 0 50697 0 248277 0 0 0 VERONICA DIAZ SR DIRECTOR, PROF LEARNING 175977 0 400 0 0 0 17598 0 63151 0 257126 0 0 0 KATHE PELLETIER SR. DIR. COMMUNITY PRGMS 166183 0 0 0 0 0 15977 0 44067 0 226227 0 0 0 PART I, LINE 4A ANDREA JONES'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $36,462 FOR SEVERANCE. PART I, LINE 7 THE CEO AT THE DISCRETION OF THE BOARD MAY RECEIVE A BONUS WHICH IS BASED ON PERFORMANCE AND BOARD ESTABLISHED GOALS. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF THE DIRECTORS IN OFFICE, MAY DESIGNATE AND APPOINT ONE OR MORE COMMITTEES AND THEIR MEMBERS. SUCH RESOLUTION SHALL ALSO SPECIFY THE DUTIES AND AUTHORITY OF THE COMMITTEE AND THE NUMBER OF DIRECTORS TO BE APPOINTED TO THE COMMITTEE. ONLY BOARD MEMBERS MAY SERVE ON GOVERNANCE COMMITTEES. THE BOARD BY RESOLUTION APPROVED BY A MAJORITY OF THE DIRECTORS IN OFFICE SHALL NAME THE MEMBERS OF THE COMMITTEES. EACH COMMITTEE SHALL CONSIST OF TWO (2) OR MORE DIRECTORS, WHICH COMMITTEES, TO EXTENT PROVIDED IN SAID RESOLUTION, SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE CORPORATION, EXCEPT THAT NO SUCH COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD IN REFERENCE TO: AMENDING, ALTERING, OR REPEALING THE ARTICLES OF INCORPORATION OR BYLAWS; ELECTING, APPOINTING, OR REMOVING ANY MEMBER OF ANY COMMITTEE OR ANY DIRECTOR OR OFFICER OF THE CORPORATION; ADOPTING A PLAN OF MERGER, DISSOLUTION, CONSOLIDATION, OR APPROVING THE SALE, EXCHANGE, MORTGAGE, OR DISTRIBUTION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION; REVOKING PROCEEDINGS FOR DISSOLUTION; OR AMENDING, ALTERING, OR REPEALING ANY RESOLUTION OF THE BOARD OF DIRECTORS, WHICH BY ITS TERMS PROVIDES THAT IT SHALL NOT BE AMENDED, ALTERED, OR REPEALED BY SUCH COMMITTEE. THE DESIGNATION AND APPOINTMENT OF ANY SUCH COMMITTEE AND THE DELEGATION THERETO OF AUTHORITY SHALL NOT OPERATE TO RELIEVE THE BOARD OR AN INDIVIDUAL DIRECTOR OF ANY RESPONSIBILITY IMPOSED THEREON BY LAW. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO TYPES OF MEMBERS: REGULAR AND ASSOCIATE MEMBERS. REGULAR MEMBERS CONSIST OF HIGHER EDUCATION INSTITUTIONS THAT CONTRIBUTE TO THE ACCOMPLISHMENT OF THE PURPOSES OF EDUCAUSE. ASSOCIATE MEMBERS ARE CORPORATIONS AND OTHER ORGANIZATIONS THAT CONTRIBUTE TO THE ACCOMPLISHMENT OF THE PURPOSES OF EDUCAUSE. ONLY REGULAR MEMBERS HAVE THE ABILITY TO VOTE IN THE ELECTION OF DIRECTORS TO THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A EACH EDUCATIONAL INSTITUTION (REGULAR) MEMBER ASSIGNS A PRIMARY REPRESENTATIVE WHO IS ENTITLED TO VOTE IN THE ELECTION OF ELECTED BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE ORGANIZATIONS INDEPENDENT CPA WITH INFORMATION PROVIDED BY MANAGEMENT. THE BOARD PERFORMS AN ANNUAL REVIEW OF THE FORM 990 PRIOR TO FILING WITH THE IRS. A DRAFT OF THE FORM 990 IS SENT TO EACH MEMBER OF THE GOVERNING BODY. BOARD MEMBERS ARE REQUESTED TO BRING COMMENTS, QUESTIONS, AND CONCERNS TO THE MEETING FOR DISCUSSION. SEVERAL ADDITIONAL DAYS, BEYOND THE DATE OF THE BOARD MEETING, ARE OPEN FOR FURTHER DISCUSSION. THE REVIEW DEADLINE IS CLEARLY STATED. ANY NECESSARY CHANGES ARE MADE THROUGH THE THIRD-PARTY TAX PREPARER SUBSEQUENT TO THE MEETING. THE FINAL COPY OF THE FORM 990 IS SIGNED BY THE PRESIDENT OF THE ASSOCIATION AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF MUST READ AND SIGN THE CONFLICT OF INTEREST POLICY AND THE CODE OF ETHICS POLICY AT TIME OF HIRE AND AS REVISIONS OCCUR. BOARD MEMBERS MUST ANNUALLY READ AND SIGN THE CONFLICT OF INTEREST POLICY AND THE CODE OF ETHICS POLICY. ANY INSTANCES OF NON-COMPLIANCE ARE REQUIRED TO BE IMMEDIATELY REPORTED. THE PRESIDENT DETERMINES CORRECTIVE MEASURES FOR STAFF IN VIOLATION OF THE POLICY. THE BOARD DETERMINES CORRECTIVE MEASURES FOR THE PRESIDENT OR OTHER BOARD MEMBERS. DELIBERATIONS AND DECISIONS REGARDING ANY CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT THIRD PARTY IS ENGAGED TO PROVIDE COMPETITIVE COMPENSATION INFORMATION TO THE HR DIRECTOR WHO REVIEWS THE COMPENSATION OF THE PRESIDENT AND VICE-PRESIDENTS AND REPORTS ANY VARIANCES TO THE PRESIDENT AND CFO. THE BOARD'S EXECUTIVE COMMITTEE IS CALLED UPON TO REVIEW THE REASONABLENESS OF THE COMPENSATION OF EXECUTIVE STAFF AND THEN REPORTS ITS FINDINGS TO THE ENTIRE GOVERNING BODY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.