2023-04-17T07:56:36-05:00 2022-05-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2021-06-01 760427292 SOUTHERN ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS INC SOUT 2062107751 2150 N 107TH ST SUITE 205 SEATTLE WA 98133 MICHAEL EBBS TREASURER 2062107751 2023-04-14 1 MICHAEL EBBS XXX-XX-XXXX ROBERT WILLIAMS P01345960 5712279500 2023-04-14 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X JOHN CRAWFORD 2150 N 107TH ST SUITE 205 SEATTLE WA 98133 1279936 0 X WWW.SACUBO.ORG X 1928 TX TO INFORM HIGHER EDUCATION INSTITUTIONS IN THE SOUTHERN U.S. ON ISSUES THAT AFFECT THEM. 19 19 0 75 0 0 218000 333000 490365 898625 24985 48311 0 0 733350 1279936 0 9000 0 0 102130 130674 0 0 0 366542 1116240 468672 1255914 264678 24022 1768349 2013479 398196 813934 1370153 1199545 SOUTHERN ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS, INC (SACUBO) CONTRIBUTES TO SUPERIOR HIGHER EDUCATION FINANCIAL AND ADMINISTRATIVE SERVICES BY PROVIDING RELEVANT PROFESSIONAL DEVELOPMENT, THOUGHT LEADERSHIP AND ISSUE ADVOCACY. 0 0 535445 5000 621300 ANNUAL CONFERENCE - ANNUAL MEETING OF BUSINESS OFFICERS FOR PURPOSE OF CONTINUING EDUCATION AND MANAGEMENT OF BUSINESS AFFAIRS OF EDUCATIONAL INSTITUTIONS. THE 2022 ANNUAL MEETING WAS HELD IN SAN ANTONIO, TX FROM MAY 8-10, 2022. THERE WERE TWO GENERAL SESSIONS, FASB/GASB UPDATES, EIGHT CONCURRENT SESSIONS, AND A MYRIAD OF NETWORKING OPPORTUNITIES. 230078 4000 214725 FALL WORKSHOP - SACUBO'S FALL WORKSHOP TAKES PLACE ANNUALLY. THE WORKSHOP FEATURES NATIONALLY-RECOGNIZED SPEAKERS AND SUBJECT-MATTER EXPERTS ON A VARIETY OF TOPICS OF IMPORTANCE TO HIGHER EDUCATION BUSINESS PROFESSIONALS. THE 2021 FALL WORKSHOP WAS HELD IN SAVANNAH, GA FROM NOVEMBER 9-11, 2021. 118457 62025 WOMEN'S LEADERSHIP FORUM - SACUBO HAS HOSTED THE ANNUAL WOMEN'S LEADERSHIP FORUM FOR THE LAST 7 YEARS. THE 2022 WLF WAS HELD IN ATLANTA, GEORGIA FROM MARCH 2-4, 2022. THE THEME FOR THE 2022 WLF WAS "STRONGER TOGETHER". THE PROGRAM IS DESIGNED TO PROVIDE SPEAKERS WHO ARE EXPERTS IN TOPICS RELATED TO WOMEN IN LEADERSHIP POSITIONS, HIGH-LEVEL EXECUTIVE COACHING SESSIONS, INTERACTIVE GROUP DISCUSSIONS, AND NETWORKING OPPORTUNITIES TO HELP YOU POSITION YOURSELF FOR EFFECTIVE LEADERSHIP AND EXECUTIVE PLACEMENT. 20811 575 20811 575 904791 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X SBI ASSOCIATION MANAGEMENT 2062107751 2150 N 107TH ST SUITE 205 SEATTLE WA 98133 X SUSAN MADDUX PRESIDENT AND TOP MNGMNT OFFICIAL 6.00 X X 0 0 0 JON CRAWFORD 1ST VICE PRESIDENT 4.00 X X 0 0 0 NOEL SLOAN 2ND VICE PRESIDENT 4.00 X X 0 0 0 DARRELL DUNCAN 3RD VICE PRESIDENT 4.00 X X 0 0 0 BRENNA DIXON SECRETARY 1.00 X X 0 0 0 JIMMY BARNES TREASURER 4.00 X X 0 0 0 RUSS HANNAH IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 MICHAEL EBBS ASSISTANT TREASURER 1.00 X 0 0 0 KEVIN EDELBLUTE CO-CHAIR PROF. DEV. COMMITTEE CHAIR 1.00 X 0 0 0 JAMIE LOFTIN CO-CHAIR PROF. DEV. COMMITTEE CHAIR 1.00 X 0 0 0 JEREMY DIGORIO BUSINESS PARTNER REL. COORDINATOR 1.00 X 0 0 0 BRETT POWELL MEMBERS AT LARGE 1.00 X 0 0 0 MYRA GOODWIN MEMBERS AT LARGE 1.00 X 0 0 0 UNDRIA STALLING MEMBERS AT LARGE 1.00 X 0 0 0 DEBBIE WALKER MEMBERS AT LARGE 1.00 X 0 0 0 KELLY EPTING CONSTITUENT CHAIR 1.00 X 0 0 0 VALARIE VAN VLACK CONSTITUENT CHAIR 1.00 X 0 0 0 CHRIS GARDNER CONSTITUENT CHAIR 1.00 X 0 0 0 RANDY ELLIS CONSTITUENT CHAIR 1.00 X 0 0 0 0 0 0 0 0 0 0 NATIONAL ASSOCIATION OF COLLEGE AND UNIV 1110 VERMONT AVENUE NW WASHINGTON DC 20005 CONSULTING AND MANAGEMENT SERVICES 296951 1 333000 333000 REGISTRATION 611430 481875 481875 MEMBERSHIP DUES 900099 306175 306175 EXHIBITOR FEES 611430 110000 110000 DRIVE IN WORKSHOP 611430 575 575 898625 15028 15028 33283 0 33283 33283 33283 1279936 898625 0 48311 9000 9000 130674 130674 173040 120384 52656 22907 22907 96745 67306 29439 6119 3497 2622 21756 7272 14484 11930 600 11330 108084 64160 43924 673909 632556 41353 1750 16 1734 1255914 904791 351123 0 682501 918875 146332 306150 600 2880 12100 12100 0 0 938916 785574 1768349 2013479 159071 556884 239125 257050 398196 813934 X 1370153 1199545 1370153 1199545 1768349 2013479 X 24022 -201064 6434 X 0 1 X 1 0 X 355894 206000 157500 218000 333000 1270394 465682 803082 406649 490365 898625 3064403 140300 140300 961876 1009082 564149 708365 1231625 4475097 123500 114500 110000 105000 142500 595500 0 123500 114500 110000 105000 142500 595500 3879597 11616 14603 15549 11938 15028 68734 11616 14603 15549 11938 15028 68734 973492 1023685 579698 720303 1246653 4543831 0.85380 0.87670 0.01510 0.01540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12100 12100 0 0 X 1078872 -201064 -201064 1279936 0 1279936 1249480 0 1249480 6434 6434 1255914 PART X, LINE 2: SACUBO IS EXEMPT FROM THE PAYMENT OF TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR INCOME TAXES IS REQUIRED AS OF MAY 31, 2022 AND 2021, AS SACUBO HAD NO NET UNRELATED BUSINESS INCOME. SACUBO'S INCOME TAX RETURN IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. SACUBO IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. PART XII, LINE 4B - OTHER ADJUSTMENTS: WRITE OFF / CREDIT RECEIVABLES 6,434. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF SEVEN (7) MEMBERS: THE IMMEDIATE PAST PRESIDENT, THE PRESIDENT, FIRST VICE PRESIDENT, SECOND VICE PRESIDENT, THIRD VICE PRESIDENT, SECRETARY, AND TREASURER. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO ACT FOR THE BOARD BETWEEN ITS MEETINGS ON MATTERS REQUIRING IMMEDIATE ATTENTION INCLUDING REPLACEMENT APPOINTMENTS IN THE EVENT OF EMERGENCY RESIGNATIONS OR FAILURE TO PERFORM. THE EXECUTIVE COMMITTEE SHALL HAVE FULL POWER TO TRANSACT ALL NECESSARY BUSINESS OF THE BOARD OF DIRECTORS SPECIFICALLY COMMITTED TO IT IN HARMONY WITH THE GENERAL POLICY OF THE BOARD OF DIRECTORS MADE AND DETERMINED AT STATED OR SPECIAL MEETINGS. THE EXECUTIVE COMMITTEE SHALL MEET ON THE CALL OF THE PRESIDENT AT SUCH TIME AND PLACE AS SHALL BE DESIGNATED IN THE CALL. FOUR MEMBERS OF THE COMMITTEE SHALL CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION A, LINE 6 SACUBO'S "REGULAR MEMBERS" HAVE THE RIGHT TO VOTE. FORM 990, PART VI, SECTION A, LINE 7A SACUBO'S "REGULAR MEMBERS" HAVE THE RIGHT TO VOTE ANNUALLY OR AT SPECIAL MEETINGS ON THE MEMBERSHIP DUES. MEMBERS CAN ALSO VOTE ON THE BUDGET, OFFICERS FOR THE UPCOMING YEAR AND ANY CHANGES IN BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B SACUBO'S "REGULAR MEMBERS" HAVE THE RIGHT TO VOTE ANNUALLY OR AT SPECIAL MEETINGS ON THE MEMBERSHIP DUES. MEMBERS CAN ALSO VOTE ON THE BUDGET, OFFICERS FOR THE UPCOMING YEAR, AND ANY CHANGES IN BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FEDERAL FORM 990 WILL BE DISTRIBUTED TO THE BOARD OF DIRECTORS ELECTRONICALLY PRIOR TO SUBMISSION AND THE BOARD OF DIRECTORS WILL BE ASKED FOR COMMENTS, QUESTIONS, CONCERNS, ETC. THE BOARD OF DIRECTORS IS THEN ASKED TO APPROVE THE DRAFT FEDERAL FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSE ANY CONFLICTS OF INTEREST. THE SECRETARY IS RESPONSIBLE FOR REPORTING POTENTIAL CONFLICTS TO THE EXECUTIVE COMMITTEE FOR REVIEW, AND A FULL REPORT IS MADE BY THE SECRETARY TO THE BOARD ANNUALLY AT A BOARD MEETING. IN THE EVENT OF A CONFLICT DURING THE YEAR, THE BOARD MEMBER WITH THE CONFLICT WOULD RECUSE HIMSELF/HERSELF FROM THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION C, LINE 19 SACUBO MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: WRITE OFF / CREDIT RECEIVABLES 6,434.