2018-05-07T07:37:05-05:00 2017-06-30 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2016-07-01 741109640 EX-STUDENTS' ASSOCIATION OF UT EX-S 5124718839 PO BOX 7278 AUSTIN TX 78713 CHUCK HARRIS EXECUTIVE DIRECTOR 5124718839 2018-05-02 1 SEAN HOLCOMB P01249221 5123703200 2016 2022-09-23 18:48:47Z CHUCK HARRIS PO BOX 7278 AUSTIN TX 78713 93916316 0 X WWW.TEXASEXES.ORG X 1885 TX WE ARE THE OFFICIAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF TEXAS (SEE CONTINUATION ON SCH. O). THE ASSOCIATION IS RECOGNIZED AS INDISPENSABLE TO THE UT FAMILY, CONNECTING AND ENGAGING SUPPORTERS WITH EACH OTHER AND THE UNIVERSITY; TOGETHER WE WILL LEAD THE CHARGE FOR THE UNIVERSITY AND ITS MISSION TO BE KNOWN WORLDWIDE AS AN INSTITUTION OF THE FIRST CLASS. 22 22 84 500 739943 0 903853 4746940 450273 2700883 123463 1751859 476223 2501478 1953812 11701160 0 4500 0 0 829370 4458327 0 0 76363 835001 5645507 1664371 10108334 289441 1592826 65264869 148298052 2116878 1873756 63147991 146424296 X THE ASSOCIATION IS RECOGNIZED AS INDISPENSABLE TO THE UT FAMILY, CONNECTING AND ENGAGING SUPPORTERS WITH EACH OTHER AND THE UNIVERSITY; TOGETHER WE WILL LEAD THE CHARGE FOR THE UNIVERSITY AND ITS MISSION TO BE KNOWN WORLDWIDE AS AN INSTITUTION OF THE FIRST CLASS. 1 0 755366 1062050 MEMBERSHIP, UNIVERSITY SUPPORT AND ALUMNI RELATIONS 434289 323922 PUBLICATION AND COMMUNICATIONS 1390808 4500 SCHOLARSHIP AND STUDENT PROGRAMS 836624 2151405 TRAVEL, SPECIAL EVENTS, OTHER 836624 2151405 3417087 1 0 0 1 0 0 0 0 0 1 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 92 0 84 1 1 1 1 CJ 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X AARON KENDALL 5128405612 2110 SAN JACINTO BLVD AUSTIN TX 78712 MR JOHN MASSEY PRESIDENT 5.00 X X 0 0 0 MR DEL WILLIAMS PRESIDENT-ELECT 1.00 X X 0 0 0 MR AL JONES TREASURER 1.00 X X 0 0 0 AMBASSADOR ANTONIO GARZA CHAIRMAN 1.00 X X 0 0 0 MR EDUARDO RODRIGUEZ SECRETARY 1.00 X X 0 0 0 MR JEFF DUCHIN DIRECTOR 1.00 X 0 0 0 MS ZOE WILSON DIRECTOR 1.00 X 0 0 0 MS MADHU CHUGH DIRECTOR 1.00 X 0 0 0 MR JON NEWTON DIRECTOR 1.00 X 0 0 0 MR WICK ALEXANDER DIRECTOR 1.00 X 0 0 0 THE HONORABLE RICARDO HINOJOSA DIRECTOR 1.00 X 0 0 0 MRS PATTY HUFFINES DIRECTOR 1.00 X 0 0 0 DEAN JAY HARTZELL DIRECTOR 1.00 X 0 0 0 MRS NANCY SELIGER DIRECTOR 1.00 X 0 0 0 MRS SUZAN GLICKMAN DIRECTOR 1.00 X 0 0 0 MR TODD MACLIN DIRECTOR 1.00 X 0 0 0 MR COURTNEY JEANS DIRECTOR 1.00 X 0 0 0 MR ALFIE MEYERSON DIRECTOR 1.00 X 0 0 0 MR JOHN CONNALLY IV DIRECTOR 1.00 X 0 0 0 MR DARON K ROBERTS DIRECTOR 1.00 X 0 0 0 MR WILL O'HARA DIRECTOR 1.00 X 0 0 0 DEAN BRENT IVERSON DIRECTOR 1.00 X 0 0 0 MS LESLIE CEDAR EXECUTIVE DIRECTOR 40.00 X 397047 271062 32893 JEFF NASH CFO 32.00 X 124758 0 0 AARON KENDALL CFO 40.00 X 78861 0 13829 KIM GUNDERSEN ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 161727 0 27036 WENDY WHELESS VP OF MARKETING & BUSINESS DEVELOPMENT 40.00 X 123906 0 18919 STEVE BLACKBURN VP OF IT & FACILITIES 40.00 X 128799 0 13546 1015098 271062 106223 5 0 1 0 EMMIS-TEXAS MONTHLY CUSTOM PUBLISHING PO BOX 1569 AUSTIN TX 78767 PUBLISHING SERVICES 373932 CATERING BY ROSEMARY INC PO BOX 1361 SAN ANTONIO TX 78295 CATERING SERVICES 292440 NORTON ROSE FULBRIGHT PO BOX 122613 DALLAS TX 75312 LEGAL SERVICES 229716 BLUE CROSS BLUE SHIELD PO BOX 731428 DALLAS TX 75373 INSURANCE 221160 FONTEVA INC 4420 NORTH FAIRFAX DR ARLINGTON VA 22203 SOFTWARE DESIGN AND IMPLEMENTATION 212388 12 727829 4019111 27214 4746940 EVENTS & PROGRAMS 900099 902051 902051 OTHER PROGRAMS 900099 833333 833333 UNIVERSITY SERVICES 900099 551327 551327 TOUR & TRAVEL 561520 414172 414172 2700883 68160 68160 268974 0 268974 268974 268974 83873855 25000 82193839 21317 1680016 3683 1683699 1683699 LICENSING ROYALTIES 900099 1396010 1396010 CLASS RINGS, FRAMES & DIRECTORIES 900099 510723 510723 ADVERTISING 541800 323922 323922 1849 1849 2232504 11701160 2797434 739943 3416843 4500 4500 836151 836151 2827368 2827368 253720 253720 270639 270639 270449 270449 269000 269000 365134 55546 309588 242464 139228 103236 357201 357201 302864 302864 37360 37360 13578 13578 957013 957013 218105 218105 PRINTING & PUBLICATIONS 871833 810938 60895 SCHOLARSHIP AND AWARD A 485485 485485 FUNCTIONS & EVENTS 419440 419440 MEMBER DEVELOPMENT COST 128755 128755 977275 1053257 -152345 76363 10108334 3417087 6614884 76363 1799355 3879364 374780 3487512 157425 1795252 1241062 1387272 325000 392709 407433 23414657 12949769 11392565 10464888 44586312 103143419 3523261 7671219 299970 598302 1497430 15138391 65264869 148298052 491261 287090 784580 781579 573571 251957 267466 553130 2116878 1873756 X 55189049 59131628 7958942 87292668 63147991 146424296 65264869 148298052 X 1592826 4510543 -313540 77486476 X X 0 1 X 1 0 X 4371118 4095406 4084229 903853 4746940 18201546 4371118 4095406 4084229 903853 4746940 18201546 18201546 2409470 2540640 2469851 460074 1733144 9613179 391002 385025 538061 155328 510723 1980139 29794864 9401781 0.61090 0.56970 X PART II, SHORT YEAR EXPLANATION: THE 2015 COLUMN IN SCHEDULE A, PART II INCLUDES AMOUNTS FROM MAY 1, 2016 - JUNE 30, 2016 TO REFLECT A CHANGE IN FISCAL YEAR END FROM APRIL 30 TO JUNE 30 DURING 2016. AS A RESULT, THE 2012-2014 COLUMNS REFLECT ACTIVITY FOR TAX YEARS 2013-2015 SO THAT THE MOST RECENT TAX REPORTING YEARS ARE INCLUDED. 26722 26722 10081612 10108334 655417 163854 0 0 599599 615497 233219 655417 2103732 3155598 34623 1177 0 26722 62522 149900 153874 58305 163854 525933 788900 34623 1177 0 26722 62522 SCHEDULE C, PART II-A, LINE 2, COLUMN (D)2015 THE 2015 COLUMN INCLUDES AMOUNTS REPORTED ON THE FORM 990 FOR MAY 1, 2016 - JUNE 30, 2016 TO REFLECT A CHANGE IN FISCAL YEAR END FROM APRIL 30 TO JUNE 30 DURING 2016. AS A RESULT, THE 2013 AND 2014 COLUMNS REFLECT ACTIVITY FOR TAX YEARS 2014 AND 2015 SO THAT THE MOST RECENT TAX REPORTING YEARS ARE INCLUDED. 78371700 4198852 9018246 4296130 87292668 77050901 1174340 409529 116211 78518559 76090382 8591401 -3755530 3875352 77050901 70691597 6618818 1989954 3209987 76090382 64968863 3154873 5271930 2704069 70691597 1.00000 1 0 18881689 9536667 9345022 4532968 3413102 1119866 10464888 PRIVATE EQUITY 7671219 F 7671219 ART COLLECTIONS & LAND 1560704 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 13577687 15138391 CUSTODIAL FUNDS HELD FOR OTHERS 553130 553130 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT OPERATIONS AND OUR MEMBERS, AS WELL AS PRODUCE DISTRIBUTIONS FOR AWARDS PROGRAMS. PART V, LINE 1A - BEGINNING OF THE YEAR BEGINNING OF YEAR BALANCE OF THE ENDOWMENT FUND HAS BEEN RESTATED DUE TO A PRIOR PERIOD ADJUSTMENT. X X X X 1 1 X X X X 1 0 0 1 0 0 0 0 0 MS LESLIE CEDAR EXECUTIVE DIRECTOR 319747 0 75500 0 1800 271062 26500 0 6393 0 429940 271062 0 0 KIM GUNDERSEN ASSOCIATE EXECUTIVE DIRECTOR 141227 0 20500 0 0 0 17001 0 10035 0 188763 0 0 0 PART I, LINE 4A LESLIE CEDAR RECEIVED A SEVERANCE PAYMENT OF $271,062 DURING THE YEAR FROM CAMPUS SERVICES, INC., A RELATED ENTITY. WENDY WHELESS RECEIVED A SEVERANCE PAYMENT OF $20,000 DURING THE YEAR. PART I, LINE 5 VP OF MARKETING & BUSINESS DEVELOPMENT IS PROVIDED A BONUS BASED UPON TOTALS IN CERTAIN REVENUE CATEGORIES. SHE RECEIVED A $15,000 BONUS DURING THE YEAR UNDER THIS ARRANGEMENT. X 1 24000 APPRAISED VALUE X 1 3214 QUOTED STOCK PRICE 0 0 1 0 FORM 990, PART III, LINE 2 THE TEXAS EXES SCHOLARSHIP FOUNDATION WAS MERGED INTO THE ORGANIZATION AS OF 6/30/17 AND THE ORGANIZATION WILL NOW DIRECTLY PROVIDE SCHOLARSHIPS TO STUDENTS THAT WERE PREVIOUSLY GRANTED BY THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 6 ANY GRADUATE OR FORMER STUDENT OF THE UNIVERSITY OF TEXAS AT AUSTIN ("THE UNIVERSITY"), ANY MEMBER OF THE FACULTY OR STAFF, OR ANY PERSON WHO EXPRESSES A GENUINE INTEREST IN THE WELFARE OF THE UNIVERSITY MAY BECOME A MEMBER OF THIS ASSOCIATION UPON APPROVAL OF APPLICATION AND PAYMENT OF THE DUES AS PRESCRIBED BY THE BOARD OF DIRECTORS. MEMBERS IN THE ASSOCIATION SHALL BE CLASSIFIED AS ANNUAL MEMBERS AND LIFE MEMBERS, AND THEIR ASSOCIATED RIGHTS AND PRIVILEGES SHALL BE DETERMINED BY THE BOARD OF DIRECTORS. OTHER MEMBERSHIP CLASSES CAN BE ESTABLISHED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE COUNCIL SHALL BE COMPOSED OF A BROAD AND DIVERSE CROSS-SECTION OF MEMBERS WHO REPRESENT THE INTERESTS AND CONCERNS OF THE ASSOCIATION'S VARIOUS CONSTITUENCIES AS THEY RELATE TO THE ASSOCIATION'S GOALS AND ACTIVITIES. COUNCIL MEMBERS SHALL STAY INFORMED OF THE ASSOCIATION'S AND THE UNIVERSITY'S ISSUES AND SHALL PROMOTE THE ASSOCIATION AND ITS ACTIVITIES TO THEIR CONSTITUENCIES. THE COUNCIL ADVISES THE BOARD OF DIRECTORS AND ELECTS OR APPROVES THOSE WHO SERVE ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO AND EXECUTIVE DIRECTOR BEFORE BEING PRESENTED TO THE AUDIT COMMITTEE FOR APPROVAL AND THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANY CONFLICTS OF INTEREST ARE ADDRESSED AT THE BEGINNING OF EACH GOVERNING BODY MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION REVIEWS AND PARTICIPATES IN ANNUAL ASSOCIATION COMPENSATION AND BENEFITS SURVEYS. AN INTERNAL AFFAIRS COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND DETERMINES COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. AN ANNUAL REPORT CONTAINING FINANCIAL AND OTHER ASSOCIATION INFORMATION IS DISTRIBUTED ON AN ANNUAL BASIS. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS FROM TEXAS EXES SCHOLARSHIP FOUNDATION 77,486,476. FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. TEXAS EXES SCHOLARSHIP FOUNDATION PO BOX 7278 AUSTIN TX 78713 264468379 FUND SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIV OF TEXAS AT AUSTIN TX 501(C)(3) LINE 12A, I 0 LONGHORN VILLAGE 12501 LONGHORN PKWY AUSTIN TX 78732 200709981 TO ACQUIRE REAL PROPERTY AND TO DEVELOP, MARKET AND OPERATE PROPERTY AS CCRC TX 501(C)(3) LINE 9 0 CAMPUS SERVICES INC PO BOX 7278 AUSTIN TX 78713 746030356 MISCELLANEOUS SERVICES TX C 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 CAMPUS SERVICES INC B 298332 CASH TEXAS EXES SCHOLARSHIP FOUNDATION S 77486476 BOOK VALUE (GAAP) LONGHORN VILLAGE S 283160 CASH