2020-04-21T07:45:39-05:00 2019-05-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2018-06-01 760427292 SOUTHERN ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS INC SOUT 2028612500 1100 VERMONT AVENUE NW NO 800 WASHINGTON DC 20005 JAMES BARNES TREASURER 2028612500 2020-04-16 1 J ANDREW SMITH P00635175 5712279500 2020-04-02 67.137.57.251 2020-04-16 09:08:02 ED P 88FC096EEAA4AA34D2309BD4BFC487DBE06F0B48 88FC096EEAA4AA34D2309BD4BFC487DBE06F0B48 2018 2020-09-22 18:59:49Z WILMA PHILLIPS 1100 VERMONT AVENUE NW NO 800 WASHINGTON DC 20005 1666231 0 X WWW.SACUBO.ORG X 1928 TX TO INFORM HIGHER EDUCATION INSTITUTIONS IN THE SOUTHERN U.S. ON ISSUES THAT AFFECT THEM. 20 20 0 100 0 0 355894 206000 605982 803082 11616 31276 0 0 973492 1040358 13000 18000 0 0 72787 66495 0 0 0 971395 970883 1057182 1055378 -83690 -15020 1471489 1027094 506503 97885 964986 929209 X 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 445726 5000 433848 ANNUAL CONFERENCE - ANNUAL MEETING OF BUSINESS OFFICERS FOR PURPOSE OF CONTINUING EDUCATION AND MANAGEMENT OF BUSINESS AFFAIRS OF EDUCATIONAL INSTITUTIONS. 186466 2000 133820 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. 53743 52456 WOMEN'S LEADERSHIP FORUM - SACUBO HOSTED ITS 4TH ANNUAL WOMEN'S LEADERSHIP FORUM DURING 2019. THIS IS A TWO-DAY FORUM FOR CURRENT AND FUTURE WOMEN LEADERS IN HIGHER EDUCATION. 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. 90834 11000 6108 OTHER WORKSHOPS - FEE WAIVERS FOR SACUBO TRAINING SESSIONS ARE PROVIDEDTO SOME ATTENDEES BASED ON AN APPLICATION PROCESS. THESE ATTENDEES AREBUSINESS EMPLOYEES OF INSTITUTIONS OF HIGHER EDUCATION. 90834 11000 6108 776769 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X NACUBO 2028612500 1110 VERMONT AVENUE NW SUITE 800 WASHINGTON DC 20005 X WILMA PHILLIPS PRESIDENT 6.00 X X 0 0 0 PATRICK WAMSLEY PAST PRESIDENT 1.00 X X 0 0 0 RUSS HANNAH 1ST VICE PRESIDENT 4.00 X X 0 0 0 SUSAN MADDUX 2ND VICE PRESIDENT 4.00 X X 0 0 0 JOHN CRAWFORD 3RD VICE PRESIDENT 2.00 X X 0 0 0 JIMMY BARNES TREASURER 4.00 X X 0 0 0 BRENNA DIXON SECRETARY 1.00 X X 0 0 0 EDDIE MILLS SPONSORSHIP COORDINATOR 2.00 X 0 0 0 DEBRA ROSS PROFESSIONAL DEVELOPMENT COMMITTEE CO CHAIR 1.00 X 0 0 0 AMY BLACKWELL PROFESSIONAL DEVELOPMENT COMMITTEE CO CHAIR 1.00 X 0 0 0 SHAWN CHARLES HBCU AND DIVERSITY COORDINATOR 1.00 X 0 0 0 MICHAEL WILLIAMS MEMBER AT LARGE 1.00 X 0 0 0 ALICIA CURRIN MEMBER AT LARGE 1.00 X 0 0 0 DARRELL DUNCAN MEMBER AT LARGE 1.00 X 0 0 0 HORACE CHASE MEMBER AT LARGE 1.00 X 0 0 0 KEVIN EDELBLUTE CONSTITUENCY COMMITTEE CHAIR 1.00 X 0 0 0 DAVID BROWNING CONSTITUENCY COMMITTEE CHAIR 1.00 X 0 0 0 TRACY GEAKE CONSTITUENCY COMMITTEE CHAIR 1.00 X 0 0 0 RAYMOND ABRAHAM CONSTITUENCY COMMITTEE CHAIR 1.00 X 0 0 0 MARY LOU MERKT AD HOC MEMBER: NACUBO CHAIR 1.00 X 0 0 0 0 0 0 0 0 0 0 NACUBO 1110 VERMONT AVENUE NW WASHINGTON DC 20005 CONSULTING 258489 OMNI HOTELS FORT WORTH 1300 HOUSTON STREET FORT WORTH TX 76102 ANNUAL MEETING HOTEL 239864 2 206000 4500 206000 REGISTRATION 611430 477424 477424 MEMBERSHIP DUES 900099 176850 176850 EXHIBITOR FEES 611430 142700 142700 DRIVE IN WORKSHOP 611430 6108 6108 803082 14603 14603 642546 625873 16673 16673 16673 1040358 803082 0 31276 18000 18000 66495 66495 181200 119941 61259 15482 15482 82727 65008 17719 19066 17689 1377 27704 20046 7658 4876 676 4200 180175 104271 75904 449125 428563 20562 4033 560 3473 4372 1142 3230 ATTRITION-ANNUAL WORKSH 1328 347 981 REGISTRATION FEES 795 526 269 1055378 776769 278609 0 541881 277418 264785 83318 7934 6420 12100 8033 8100 4067 648789 655871 1471489 1027094 390272 51810 116231 46075 506503 97885 X 964986 929209 964986 929209 1471489 1027094 -15020 -20757 0 X 0 1 X 1 0 X 179609 177050 174287 355894 206000 1092840 289228 327947 565371 465682 803082 2451310 433674 570330 148303 140300 1292607 902511 1075327 887961 961876 1009082 4836757 173500 189500 363000 0 173500 189500 363000 4473757 9638 7963 10767 11616 14603 54587 9638 7963 10767 11616 14603 54587 7060 7060 912149 1090350 898728 973492 1023685 4898404 0.91330 0.94920 0.01110 0.01020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12100 8033 4067 4067 X 1019601 -20757 -20757 1040358 0 1040358 1055378 0 1055378 0 1055378 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, 2019 AND 2018, 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. 1 SCHOLARSHIPS 11 18000 PART I, LINE 2: SOUTHERN ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS, INC. PROVIDES SCHOLARSHIPS FOR INDIVIDUALS TO ATTEND SACUBO MEETINGS. THE PURPOSE OF THIS SCHOLARSHIP IS TO PROMOTE PROFESSIONAL DEVELOPMENT FOR INDIVIDUALS WHOSE INSTITUTIONS CANNOT AFFORD TO ATTEND THESE PROGRAMS. THERE IS NO FORMAL PROCESS FOR MONITORING THE USE OF SCHOLARSHIP FUNDS. HOWEVER, INDIVIDUALS MUST APPLY FOR THE SCHOLARSHIP IN ORDER TO BE CONSIDERED. FURTHERMORE, THE APPLICANT'S COLLEGE OR UNIVERSITY MUST BE A MEMBER OF SACUBO FOR THE APPLICATION TO BE CONSIDERED. 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 A, LINE 8B THERE ARE NO OTHER COMMITTEES THAT MAY ACT ON BEHALF OF THE FULL BOARD OF DIRECTORS. 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.