2021-01-20T07:44:41-08:00 2020-03-31 742619440 BREHM HAVEL & COMPANY LLP 7809 BROADWAY ST SAN ANTONIO TX 78209 990 2019-04-01 741075466 SAN ANTONIO LIVESTOCK EXPOSITION INC SANA 2102255851 PO BOX 200230 SAN ANTONIO TX 78220 CODY DAVENPORT Executive Dir/CEO 2021-01-20 true ARTHUR L CAMPSEY P00066680 2108267000 2019 2022-09-23 18:48:47Z PO BOX 200230 SAN ANTONIO TX 782200230 41297190 false X www.sarodeo.com X 1948 TX THE OPENING SENTENCE IN SAN ANTONIO LIVESTOCK EXPOSITION'S (SALE) WEBSITE - "A VOLUNTEER ORGANIZATION THAT EMPHASIZES AGRICULTURE AND EDUCATION TO DEVELOP THE YOUTH OF TEXAS" SUMS UP THE MISSION (SEE THE WEBSITE FOR THE FULL DESCRIPTION OF MISSION STATEMENT). 13 13 411 0 7922265 7815814 26023010 28157662 182630 -15761 2037341 2167481 36165246 38125196 4863440 5122192 0 6180292 5378980 0 0 24063917 24670278 35107649 35171450 1057597 2953746 38464891 40409274 4761777 3846709 33703114 36562565 THE OPENING SENTENCE IN SAN ANTONIO LIVESTOCK EXPOSITION'S (SALE) WEBSITE - "A VOLUNTEER ORGANIZATION THAT EMPHASIZES AGRICULTURE AND EDUCATION TO DEVELOP THE YOUTH OF TEXAS" SUMS UP THE MISSION (SEE THE WEBSITE FOR THE FULL DESCRIPTION OF MISSION STATEMENT). false false 32755974 5122192 28063720 SAN ANTONIO LIVESTOCK EXPOSITION (SALE) ANNUALLY CELEBRATES LIVESTOCK, STOCK SHOW AND RODEO HELD EACH FEBRUARY. THERE ARE VARIOUS SHOWS AND ACTIVITIES THAT HELP TO EDUCATE THE PUBLIC IN THE MANY ASPECTS OF THESE EVENTS. VARIOUS SCHOLARSHIPS AND FUNDS ARE AWARDED TO INDIVIUAL ENTRIES IN THE STOCK SHOW WHICH ENABLES THEM TO EXTEND THEIR EDUCATION. NET FUNDS FROM THESE AND OTHER ACTIVITIES ARE USED TO AWARD SCHOLARSHIPS FOR THOSE QUALIFIED INDIVIDUALS.DURING FEBRUARY, 2020 THE PROGRAM INCLUDED 18 DAYS OF EVENTS THAT HAD AN ATTENDANCE OF APPROXIMATELY 1.790 MILLION PEOPLE. DURING THE VARIOUS LIVESTOCK AND OTHER COMPETITIONS, OVER 501 INDIVIDUALS WERE AWARDED SCHOLARSHIPS; THERE WERE OVER 19,745 LIVESTOCK COMPETITORS; OVER 1,243 ENTRIES IN THE HORSE SHOW COMPETITION; OVER 300 ENTRIES IN THE WESTERN ART; 432 COMPETITORS IN THE CALF SCRAMBLE; OVER 200 ENTRIES IN THE MUTTON BUSTIN' COMPETITION; OVER 900 PARTICIPANTS IN THE JUNIOR LIVESTOCK AUCTION; AND OVER 250 COMPETITORS IN THE STOCK SHOW STAMPEDE AND OVER 14,000 EXHIBITORS. THERE WERE OVER 6,300 VOLUNTEERS THAT HELPED IN ALL PHASES AND ASPECTS OF THIS EVENT AND CONTRIBUTED TO ITS OVERALL SUCCESS. 32755974 true true false false false false false false false false true false false false true false false true false false false false false false true true false true false true false false false false false false false true true false false false false true false false false true 1028 0 true 411 true false false false false false true true false 0 false false false false false false false X 13 13 true false false false true true false true true false false true true true true true true true true false X X JAMIE BROWN 2102255851 723 ATT CENTER PARKWAY SAN ANTONIO TX 78219 CODY DAVENPORT Exec DIR/CEO 2.00 0.00 X 438406 0 23829 MARTHA MAYNARD 50.00 0.00 271195 0 3769 JEFFREY T THAYNE 50.00 0.00 174242 0 15683 R KEITH MARTIN EXEC DIR RELATED 50.00 0.00 165416 0 14958 JAMIE A BROWN 50.00 0.00 158218 0 14957 MALLORY SCHRADE-HINES 50.00 0.00 157687 0 14719 JOE SOULES Vice President 2.00 0.00 X 0 0 0 JAMES FULLY CLINGMAN Vice President 2.00 0.00 X 0 0 0 RUSTY COLLIER President 2.00 0.00 X 0 0 0 PAT FROST Vice President 2.00 0.00 X 0 0 0 JOE E HUTCHISON VP/SECRETARY 2.00 0.00 X 0 0 0 NANCY LOEFFLER Chairman 2.00 0.00 X 0 0 0 CLINT SWINDALL Vice President 2.00 0.00 X 0 0 0 RONNIE URBANCZYK Vice President 2.00 0.00 X 0 0 0 RANDY VACLAVIK Vice President 2.00 0.00 X 0 0 0 TINA HAYNES Vice President 2.00 0.00 X 0 0 0 DICK EVANS Vice President 2.00 0.00 X 0 0 0 RICHARD MARTINEZ Vice President 2.00 0.00 X 0 0 0 DAVID WHITE Vice President 2.00 0.00 X 0 0 0 1365164 87915 6 false true false COLISEUM ADVISORY BOARD 3201 E HOUSTON ST SAN ANTONIO TX 78219 PROPERTY RENT/SERVIC 2063853 PRCA 101 PRO RODEO DR COLORADO SPRINGS CO 80919 RODEO/ENTERTAINMENT 1734623 ARAMARK SPORTS & ENTERTAINMENT ONE ATT CENTER PARWAY SAN ANTONIO TX 78219 CONSTRUCTION 1063074 LD SYSTEMS LP PO BOX 10620 HOUSTON TX 77206 SOUND SYSTEM/ENTERTA 684857 COMMUNITY ARENAS MANAGEMENT ONE ATT CENTER PARKWAY SAN ANTONIO TX 78219 ENTERTAINMENT 1001095 40 520403 7295411 432376 7815814 OTHER RELATED EVENTS/ACTI 711300 2195974 2195974 STOCK SHOW AND RODEO 711300 25961688 25961688 28157662 78181 78181 0 0 71334 61060 10274 10274 10274 190500 284442 -93942 -93942 -93942 3360300 520403 2146829 1213471 1213471 496263 138518 357745 186192 1127136 541145 585991 585991 0 38125196 28157662 1980167 5122192 5122192 0 0 0 642609 642609 0 4257667 3129073 1020113 108481 -120055 -120055 218173 143340 70252 4581 380586 250045 122549 7992 0 0 60153 60153 0 0 0 215423 195789 19634 1269935 1257689 12246 0 0 0 1800885 1576525 220000 4360 0 0 24805 22513 2292 0 0 1471729 1185306 286423 481850 431850 50000 PREMIUMS PAID 7039716 6851191 188525 PERFORMERS 5299007 4936044 362963 RODEO PRODUCTION 2737391 2737391 SERVICES 1887967 1368560 21856 497551 2381417 3548466 41576 -1208625 35171450 32755974 2415476 0 9858658 8228824 0 0 5400589 6564326 0 0 0 58946 73674 206884 221555 43342596 18905125 21955260 24437471 984554 883423 0 0 0 1 38464891 40409274 3510703 3312195 403879 87882 847195 446632 4761777 3846709 X 33703114 36562565 33703114 36562565 38464891 40409274 2953746 -94295 X false true X true false X 5951298 6780017 7584681 7922265 7815814 36054075 25392129 25552474 24829289 26023010 28157662 129954564 0 0 0 31343427 32332491 32413970 33945275 35973476 166008639 31647 20239 36405 24737 64910 177938 2897 124466 127363 31647 20239 36405 27634 189376 305301 165703338 20223 26015 31256 89023 71040 237557 0 20223 26015 31256 89023 71040 237557 0 0 31363650 32358506 32445226 34034298 36044516 166246196 0.99670 0.99890 0.00140 0.00110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5886333 5886333 6124389 3720765 2403624 24840187 9850310 14989877 1594869 1452709 142160 4896818 3881341 1015477 24437471 CALF SCRAMBLE CERTIFICATES 266400 DEFERRED COMPENSATION PAYABLE 180232 446632 39402346 -94295 1371445 1277150 38125196 38125196 36898305 1726855 1726855 35171450 35171450 Part V, Line 4: Intended uses of the endowment fund. FUND SCHOLARSHIPS Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 CONSOLIDATED COMPANY-SALE EDUCATION FUND $-531466 ADJUSTMENT FOR OTHER ITEMS - OFFSET $1902910 ROUNDING $1 Part XII, Line 2d: Other expenses and losses per audited F/S ADJUSTMENT FOR OTHER ITEMS - OFFSET $1902910 EDUCATION FUND ADJUSTMENTS $-176055 false GO RODEO 882392 144742 737650 122042 182120 97729 117152 BAR-B-QUE 768693 131009 637684 48316 386544 7 2229618 244652 1984966 5034 194831 2286 189305 129393 672077 3880703 520403 3360300 5034 316873 50602 371425 227122 1175773 2146829 1213471 false false 496263 115503 23015 true 1.00000 496263 115503 23015 138518 357745 TX false TEXAS DOES NOT REQUIRE REGISTRATION OF ACTIVITIES AT THIS TIME. false false false 1.00000 JAMIE BROWN PO BOX 200230 SAN ANTONIO TX 78220 false THERE IS NO FORMAL GAMING MANAGER. false true SAN ANTONIO LIVESTOCK EDUCATI PO BOX 200230 SAN ANTONIO TX 78220 454533237 3 5011442 0 CASH SCHOLARSHIPS AND GRANTS 1 0 Additional Supplemental Information SAN ANTONIO LIVESTOCK EXPOSITION EDUCATIONAL FUND, INC. PURPOSE OF THE DONATION: DONATION WILL BE USED TO DELIVER GRANT AND SCHOLARSHIPS TO AWARDED ENTITIES. Grantmaker's Description of How Grants are Used THIS IS A DONATION TO THE SAN ANTONIO LIVESTOCK EXPOSITION EDUCATIONAL FUND - WHICH IS A TYPE 1 SUPPORTING ORGANIZATION.THE EDUCATIONAL FUND GIVES OUT GRANTS AND SCHOLARSHIPS TO SCHOOLS AND OTHER TAX EXEMPT ENTITIES TO FURTHER THEIR EXEMPT PURPOSE. THE ORGANIZATIONS REQUIRES THE AWARDED ENTITIES TO SUBMIT REPORTS RELATED TO THE USEAGE OF THE FUNDS RECEIVED, WHICH HELPS IN THE DETERMINATION OF FUTURE AWARDS. true X X X X true true false false false false false false false CODY DAVENPORT Exec DIR/CEO 338406 100000 17025 6804 462235 JAMIE A BROWN 133218 25000 8400 6557 173175 JEFFREY T THAYNE 149242 25000 9126 6557 189925 MALLORY SCHRADE-HINES 132687 25000 7590 7129 172406 MARTHA MAYNARD 271195 3769 274964 R KEITH MARTIN EXEC DIR RELATED 165416 7500 7458 180374 Part III, Additional Information IN 2008, THE AUDIT, FINANCE AND COMPENSATION SUBCOMMITTEE OF S.A.L.E. ESTABLISHED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) FOR THE EXECUTIVE LEADERSHIP OF S.A.L.E. WITH THE INTENT TO PROMOTE STABILITY, RETENTION, CAPABILITY AND ATTRACTIVENESS TO THE EXECUTIVE LEADERSHIP. SINCE THE PREVIOUS EXECUTIVE DIRECTOR HAD BEEN WORKING AT S.A.L.E. SINCE 1989 AND THE OTHERS FOR SHORTER PERIODS, S.A.L.E. WAS HAVING TO ACCELERATE PAYMENTS TO FUND THE PLAN. THE FOLLOWING INDIVIDUALS WERE PARTICIPANTS IN THE SECTION 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN, FOR WHICH A DECREASE OF ($371,763) WAS RECORDED DURING THE FISCAL YEAR ENDED MARCH 31, 2020, RELATED TO PAYMENTS TO TWO OF THE PARTICIPANTS LEAVING. THE FOLLOWING INDIVIDUALS WERE PARTICIPANTS DURING THE BEGINNING OF THE YEAR: GLEN A. PHILLIPS, MARTHA MAYNARD AND SETH C. DAVENPORT, AND THE FOLLOWING WERE PARTICIPANTS AT THE END OF THE YEAR: JAMIE BROWN, KAREN CARAWAN, CHRISTOPHER DERBY, MALLORY HINES, DARCI OWENS, JOHN PHELPS, JEFFREY THAYNE AND SETH C. DAVENPORT. IN ADDITION, AN ACCRUAL OF THESE BENEFITS WAS $200,412 FOR THE FISCAL YEAR ENDED MARCH 31, 2020. INCLUDED IN PART II, COLUMN C (BUT ALSO INCLUDES THE EMPLOYER'S CONTRIBUTION TO THEIR RETIREMENT PLAN) ARE THE CURRENT YEAR DEFERRALS FOR THE SERP. THE TOTALS ARE AS FOLLOWS: JAMIE BROWN - $19,804, KAREN CARAWAN - $9,002, SETH C. DAVENPORT - $89,576, CHRISTOPHER DERBY - $21,004, MALLORY HINES $16,203, DARCI OWENS - $10,802, JOHN PHELPS - $16,203, AND JEFFREY THAYNE - $19,204. A FEW OTHER THINGS CONSIDERED WHEN DRAFTING THE ARRANGEMENT TOOK INTO EFFECT 1) THE FUNDS ARE PAYABLE AT RETIREMENT AND SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE, 2) THE AUDIT, FINANCE AND COMPENSATION SUBCOMMITTEE HAS REVIEWED THE FORM 990, AND 3) S.A.L.E. RELIED UPON REBUTTABLE PRESUMPTION GUIDELINES. TINA HAYNES HAYNES OWNER OF INS 509411 INSURANCE COVERAGE false KIM MOORE HUMAN RESOURCE M 20260 HUMAN RESOURCE MGMT false W DAVID WHITE MARTIN & DROUGHT 20658 LEGAL WORK false Schedule L, Part V Supplemental Information TINA HAYNES IS AN OFFICER/OWNER OF SANGER AND ALTGELT INSURANCE AGENCY, AND THE ORGANIZATION PROCURES PART OF THEIR INSURANCE FROM THEM FOR A TOTAL OF $509,411 DURING THE FISCAL YEAR ENDED MARCH 31, 2020. TINA HAYNES HAS BEEN AN OFFICER WITH SALE THROUGH THE CURRENT FISCAL YEAR ENDED MARCH 31, 2020.IN ADDITION, W. DAVID WHITE - A PARTNER WITH MARTIN & DROUGHT, P.C. PROVIDED $20,658 OF LEGAL SERVICES THROUGH THE CURRENT FISCAL YEAR ENDED MARCH 31, 2020.THERE WAS ALSO A BOARD MEMBER OF SAN ANTONIO LIVESTOCK EXPOSITION EDUCATIONAL FUND, INC. (RELATED ENTITY) THAT PROVIDED SERVICES THROUGH THE CURRENT FISCAL YEAR ENDED MARCH 31, 2020.: HUMAN RESOURCE MANAGEMENT BY KIM MOORE FOR $20,260. 1 100 SIMILAR SALES 3 3515 SIMILAR SALES 126183 SIMILAR SALES 4 80099 SIMILAR SALES 8 14950 SIMILAR SALES 19 4023 SIMILAR SALES ENTERTAINMENT 98 194916 OTHER SERVICES 10 8590 false false false Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et SALE HAS PROCURED INSURANCE FROM SANGER AND ALTGELT INSURANCE AGENCY FOR MANY YEARS. TINA HAYNES IS AN OFFICER/OWNER OF THE INSURANCE AGENCY, AND HAS BEEN ON THE BOARD OF DIRECTORS/OFFICER FOR THE FISCAL YEAR ENDED MARCH 31, 2020.ALSO, ONE OF THE DIRECTORS IS AN OFFICER/PART OWNER OF A BANK THAT PROVIDES SERVICES FOR THE ORGANIZATION. ANOTHER DIRECTOR IS A PARTNER IN A LAW FIRM THAT PROVIDED LEGAL SERVICES. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder THE ORGANIZATION HAS OR HAD AT LEAST 10,449 LIFE MEMBERS OVER THE COURSE OF THEIR EXISTENCE, THAT HAVE PAID ANYWHERE FROM $100 TO $200 IN TOTAL TO BECOME A LIFE MEMBER. DURING FYE 3/31/20, A TOTAL OF $61,000 WAS RECEIVED FROM THE CURRENT LIFE MEMBERS (305 NEW MEMBERS). THE BOARD HAS DESIGNATED THESE AND PREVIOUS FUNDS COLLECTED FROM THE LIFE MEMBERS FOR SCHOLARSHIPS. ANNUALLY, THESE LIFE MEMBERS MEET AND CAST BALLOTS TO ELECT MEMBERS OF THE EXECUTIVE COMMITTEE, WHO PROVIDE FOR THE GOVERNANCE OF THE ORGANIZATION. Form 990, Part VI, Line 11b: Form 990 Review Process THE AUDIT COMMITTEE, A SUB-COMMITTEE OF THE FINANCE COMMITTEE/EXECUTIVE COMMITTEE, ALONG WITH SENIOR MANAGEMENT, REVIEWS THE FORM 990, AND ANY RECOMMENDATIONS ARE INCORPORATED IN THE RETURN, FOR WHICH THEY GIVE THEIR FINAL APPROVAL. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts CONFLICT OF INTEREST STATEMENTS ARE CIRCULATED TO THE STAFF AND DIRECTORS EACH YEAR AND ANY CONFLICTING INTERESTS ARE NOTED AND FOLLOWED. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE FINANCE SUB-COMMITTEE OF SAN ANTONIO LIVESTOCK EXPOSITION, INC (SALE) SERVES ALSO AS THE COMPENSATION COMMITTEE, AND DETERMINES AND RECOMMENDS TO THE EXECUTIVE COMMITTEE AMOUNTS TO BE PAID TO THE EXECUTIVE DIRECTOR AND OTHER EXECUTIVE LEADERS/HIGHLY COMPENSATED EMPLOYEES OF SALE. THE COMMITTEE USES OUTSIDE CONSULTANTS TO PERFORM COMPENSATION STUDIES TO HELP DETERMINE REASONABLE COMPENSATION AMOUNTS FOR ALL EMPLOYEES, BUT ESPECIALLY THE EXECUTIVE LEADERSHIP. DURING 2008, THE COMMITTEE ESTABLISHED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) FOR THE BENEFIT OF THE EXECUTIVE LEADERSHIP. ITS PHILOSOPHY/PURPOSE WAS TO PROMOTE STABILITY, RETENTION CAPABILITY AND ATTRACTIVENESS TO THE EXECUTIVE LEADERSHIP, AND TO RECOGNIZE AND REWARD INDIVIDUAL AND GROUP EXCELLENCE. THE SERP PLAN DESIGN FOR THE OTHERS INCLUDEs A DEFINED CONTRIBUTION BENEFIT. THE BENEFIT IS NOT PAYABLE UNTIL AGE 66 OR DEATH, AND IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE IF THEY LEAVE PRIOR TO AGE 66. OTHER PLANS FOR RETENTION WERE REVIEWED BY THE COMMITTEES, BUT AFTER MUCH RESEARCH AND ANALYSIS, THE CURRENT PLAN WAS ADOPTED. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees THE FINANCE SUB-COMMITTEE OF SAN ANTONIO LIVESTOCK EXPOSITION, INC (SALE) SERVES ALSO AS THE COMPENSATION COMMITTEE, AND DETERMINES AND RECOMMENDS TO THE EXECUTIVE COMMITTEE AMOUNTS TO BE PAID TO THE EXECUTIVE DIRECTOR AND OTHER EXECUTIVE LEADERS/HIGHLY COMPENSATED EMPLOYEES OF SALE. THE COMMITTEE USES OUTSIDE CONSULTANTS TO PERFORM COMPENSATION STUDIES TO HELP DETERMINE REASONABLE COMPENSATION AMOUNTS FOR ALL EMPLOYEES, BUT ESPECIALLY THE EXECUTIVE LEADERSHIP. DURING 2008, THE COMMITTEE ESTABLISHED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) FOR THE BENEFIT OF THE EXECUTIVE LEADERSHIP. ITS PHILOSOPHY/PURPOSE WAS TO PROMOTE STABILITY, RETENTION CAPABILITY AND ATTRACTIVENESS TO THE EXECUTIVE LEADERSHIP, AND TO RECOGNIZE AND REWARD INDIVIDUAL AND GROUP EXCELLENCE. THE SERP PLAN DESIGN INCLUDES A DEFINED CONTRIBUTION BENEFIT. THE BENEFIT IS NOT PAYABLE UNTIL AGE 66 OR DEATH, AND IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE IF THEY LEAVE PRIOR TO AGE 66. OTHER PLANS FOR RETENTION WERE REVIEWED BY THE COMMITTEES, BUT AFTER MUCH RESEARCH AND ANALYSIS, THE CURRENT PLAN WAS ADOPTED. Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection THE ORGANIZATION WILL FURNISH A COPY OF THEIR FORM 990 AND FORM 1023 UPON WRITTEN REQUEST. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE ORGANIZATION WILL FURNISH A COPY OF THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON WRITTEN REQUEST. SAN ANTONIO LIVESTOCK EXPOSITION EDUCATI PO BOX 200230 SAN ANTONIO TX 78220 454533237 SUPPORTING ORG TO SALE TX 501(C)(3) LINE 12A, I SAN ANTONIO LIVESTOCK EXPOSITION INC false false true false false false false false false false false false false false true false true false false false SAN ANTONIO LIVESTOCK EXPOSITION EDUCATI b 5011442 TRANSFERRED AMT SAN ANTONIO LIVESTOCK EXPOSITION EDUCATI n 125000 TRANSFERRED AMT SAN ANTONIO LIVESTOCK EXPOSITION EDUCATI p 177349 TRANSFERRED AMT