2018-03-09T05:31:11-06:00 2017-05-31 521511275 RAFFA PC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2016-06-01 760427292 SOUTHERN ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS INC SOUT 2028612500 1100 VERMONT AVENUE NW NO 800 WASHINGTON DC 20005 ALBERT P LITTLE PRESIDENT 2028612500 2018-03-09 1 FRANK H SMITH P00639053 2028225000 2018-03-09 X 207.238.152.33 2018-03-09 06:30:57 ES P FFA2BC33170E4325356C19B39EDBBFEB056B45D7 34B105C2C7BADB5F86383FB62741823725D67518 2016 2021-01-29 14:40:06Z ALBERT P LITTLE 1100 VERMONT AVENUE NW NO 800 WASHINGTON DC 20005 898728 0 X WWW.SACUBO.ORG X 1928 TX TO INFORM HIGHER EDUCATION INSTITUTIONS IN THE SOUTHERN US ON ISSUES THAT AFFECT THEM. 20 20 1 100 0 0 177050 174287 898277 713674 7963 10767 7060 0 1090350 898728 0 7400 0 0 0 43583 0 0 0 1079292 984428 1079292 1035411 11058 -136683 1151561 1474807 112439 496648 1039122 978159 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 526113 420020 ANNUAL CONFERENCE - ANNUAL MEETING OF BUSINESS OFFICERS FOR PURPOSE OF CONTINUING EDUCATION AND MANAGEMENT OF BUSINESS AFFAIRS OF EDUCATIONAL INSTITUTIONS. 163074 115695 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. 48214 20503 WOMEN'S LEADERSHIP FORUM - SACUBO HOSTED ITS 2ND ANNUAL WOMEN'S LEADERSHIP FORUM DURING 2017. 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. 42305 9153 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. 1708 7400 OTHER PROGRAM EXPENSES 44013 7400 9153 781414 1 0 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 1 1 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 JIMMY BARNES 8282626430 438 ACADEMY STREET BOONE NC 28608 X ALBERT P LITTLE PRESIDENT 6.00 X X 0 0 0 BEN CRUTCHER PAST PRESIDENT 1.00 X X 0 0 0 PATRICK WAMSLEY 1ST VICE PRESIDENT 4.00 X X 0 0 0 WILMA PHILLIPS 2ND VICE PRESIDENT 4.00 X X 0 0 0 RUSS HANNAH 3RD VICE PRESIDENT 2.00 X X 0 0 0 BRENNA DIXON SECRETARY 1.00 X X 0 0 0 GREG LOVINS TREASURER 4.00 X X 0 0 0 DAVID BOLING MEMBER AT LARGE 1.00 X 0 0 0 AMY BLACKWELL PROFESSIONAL DEVELOPMENT CO-CHAIR 1.00 X 0 0 0 SHAWN CHARLES MEMBER AT LARGE 1.00 X 0 0 0 JOHN CRAWFORD CONSTITUENT COMMITTEE CHAIR 1.00 X 0 0 0 ALICIA CURRIN CONSTITUENT COMMITTEE CHAIR 1.00 X 0 0 0 TIJUANA HUDSON HBCU & DIVERSITY COORDINATOR 1.00 X 0 0 0 SUSAN MADDUX CONSTITUENT COMMITTEE CHAIR 1.00 X 0 0 0 LEON MATTHEWS CONSTITUENT COMMITTEE CHAIR 1.00 X 0 0 0 MARY LOU MERKT REPRESENTATIVE TO NACUBO 1.00 X 0 0 0 EDDIE MILLS SPONSORSHIP COORDINATOR 2.00 X 0 0 0 JOHN PIERCE MEMBER AT LARGE 1.00 X 0 0 0 RHONDA REECE MEMBER AT LARGE 1.00 X 0 0 0 DEBRA ROSS PROFESSIONAL DEVELOPMENT CO-CHAIR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 174287 174287 REGISTRATION 611430 414975 414975 SPONSORSHIPS 900099 148475 148475 EXHIBITOR FEES 611430 148303 148303 ANNUAL MEETING 611430 1921 1921 713674 10767 10767 898728 565371 0 159070 X 7400 7400 43583 43583 13550 13550 176997 12289 164708 12002 10742 1260 24540 17611 6929 600 600 133497 82616 50881 542179 507184 34995 5673 5673 MISCELLANEOUS 41795 21624 20171 HONORARIA 32800 32800 REGISTRATION FEES 795 795 G&A ALLOCATION 0 88548 -88548 1035411 781414 253997 0 595947 796917 501 501 52561 71776 0 15241 12100 0 12100 502552 578272 1151561 1474807 112439 410532 0 86116 112439 496648 X 1039122 978159 1039122 978159 1151561 1474807 -136683 75720 0 X 0 1 X 1 0 X 504840 189300 179609 177050 174287 1225086 347119 537610 289228 327947 565371 2067275 129770 104753 433674 570330 148303 1386830 981729 831663 902511 1075327 887961 4679191 0 0 0 4679191 7657 8390 9638 7963 10767 44415 7657 8390 9638 7963 10767 44415 22290 10894 7060 40244 1011676 850947 912149 1090350 898728 4763850 0.98220 0.98090 0.00930 0.00850 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2012 AMOUNT: $ 22,290. 2013 AMOUNT: $ 10,894. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 7,060. 2016 AMOUNT: $ 0. 12100 12100 12100 X 974448 75720 75720 898728 0 898728 1035411 0 1035411 0 1035411 PART X, LINE 2: SACUBO EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED MAY 31, 2017, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 SCHOLARSHIPS 12 7400 PART I, LINE 2: SACUBO PROVIDES SCHOLARSHIPS FOR INDIVIDUALS TO ATTEND THE SACUBO FALL MEETING. 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 THE 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 AMOUNT. 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 AMOUNT. 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, AND FEDERAL FORMS 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 12,289. MANAGEMENT AND GENERAL EXPENSES 41,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,289. MANAGEMENT CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 123,708. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 123,708.