2019-04-13T10:39:41-05:00 2018-05-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2017-06-01 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 2019-04-08 1 IVY BECKHAM P01316131 5712279500 67.137.57.251 2019-04-08 15:21:44 ED P 0514B758026FFB4303D1E4DFF3C58ED2768E19CE 3F26782FE4A8D097B8E6D44DA42E2066FBD559CC 2017 2019-02-21 02:37:17Z PATRICK WAMSLEY 1100 VERMONT AVENUE NW NO 800 WASHINGTON DC 20005 973492 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 174287 355894 713674 605982 10767 11616 0 0 898728 973492 7400 13000 0 0 43583 72787 0 0 0 984428 971395 1035411 1057182 -136683 -83690 1474807 1471489 496648 506503 978159 964986 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 473624 5000 426025 ANNUAL CONFERENCE - ANNUAL MEETING OF BUSINESS OFFICERS FOR PURPOSE OF CONTINUING EDUCATION AND MANAGEMENT OF BUSINESS AFFAIRS OF EDUCATIONAL INSTITUTIONS. 197715 8000 150395 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. 48077 29562 WOMEN'S LEADERSHIP FORUM - SACUBO HOSTED ITS 3ND ANNUAL WOMEN'S LEADERSHIP FORUM DURING 2018. 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. 24061 OTHER WORKSHOPS - FEE WAIVERS FOR SACUBO TRAINING SESSIONS ARE PROVIDED TO SOME ATTENDEES BASED ON AN APPLICATION PROCESS. THESE ATTENDEES ARE BUSINESS EMPLOYEES OF INSTITUTIONS OF HIGHER EDUCATION. 24061 743477 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 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 PATRICK WAMSLEY PRESIDENT 6.00 X X 0 0 0 ALBERT LITTLE JR PAST PRESIDENT 1.00 X X 0 0 0 WILMA PHILLIPS 1ST VICE PRESIDENT 4.00 X X 0 0 0 RUSS HANNAH 2ND VICE PRESIDENT 4.00 X X 0 0 0 SUSAN MADDUX 3RD VICE PRESIDENT 2.00 X X 0 0 0 JAMES 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 PROF. DEVELOPMENT COMM. CO-CHAIR 1.00 X 0 0 0 AMY BLACKWELL PROF. DEVELOPMENT COMM. CO-CHAIR 1.00 X 0 0 0 TIJUANA HUDSON HBCU AND DIVERSITY COORDINATOR 1.00 X 0 0 0 SHAWN CHARLES MEMBER AT LARGE 1.00 X 0 0 0 JOHN PIERCE MEMBER AT LARGE 1.00 X 0 0 0 JOHN CRAWFORD MEMBER AT LARGE 1.00 X 0 0 0 HORACE CHASE MEMBER AT LARGE 1.00 X 0 0 0 JOLENE KING CONSTITUENCY COMMITTEE CHAIR 1.00 X 0 0 0 DARRELL DUNCAN CONSTITUENCY COMMITTEE CHAIR 1.00 X 0 0 0 ALICIA CURRIN CONSTITUENCY COMMITTEE CHAIR 1.00 X 0 0 0 LISA MANGIONE CONSTITUENCY COMMITTEE CHAIR 1.00 X 0 0 0 MARY LOU MERKT REPRESENTATIVE TO NACUBO 1.00 X 0 0 0 0 0 0 0 0 0 0 DIPLOMAT RESORT & SPA 3555 S OCEAN DRIVE HOLLYWOOD FL 33019 ANNUAL MEETING HOTEL 297143 NACUBO 1110 VERMONT AVENUE NW WASHINGTON DC 20005 CONSULTING 127353 2 170394 185500 355894 REGISTRATION 611430 465682 465682 EXHIBITOR FEES 611430 140300 140300 605982 11616 11616 973492 605982 0 11616 13000 13000 72787 72787 123593 92334 31259 16016 16016 77526 70516 7010 28801 27680 1121 20204 11222 8982 9125 600 8525 169845 59927 109918 514084 468198 45886 4000 4000 7355 7355 REGISTRATION FEES 846 846 1057182 743477 313705 0 796917 541881 501 71776 264785 15241 7934 12100 4000 12100 8100 578272 648789 1474807 1471489 410532 390272 86116 116231 496648 506503 X 978159 964986 978159 964986 1474807 1471489 -83690 70517 0 X 0 1 X 1 0 X 189300 179609 177050 174287 355894 1076140 537610 289228 327947 565371 465682 2185838 104753 433674 570330 148303 140300 1397360 831663 902511 1075327 887961 961876 4659338 173500 173500 0 173500 173500 4485838 8390 9638 7963 10767 11616 48374 8390 9638 7963 10767 11616 48374 10894 7060 17954 850947 912149 1090350 898728 973492 4725666 0.94920 0.98220 0.01020 0.00930 X 12100 4000 8100 8100 X 1044009 70517 70517 973492 0 973492 1057182 0 1057182 0 1057182 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, 2018 AND 2017, 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 15 13000 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.