2018-11-07T07:10:33-06:00 2018-06-30 751386677 BROWN GRAHAM & COMPANY PC PO BOX 20210 AMARILLO TX 791142210 990 2017-07-01 237420269 SOUTHWESTERN ASSOCIATION OF EPISCOPAL SCHOOLS SOUT 8066552400 1420 4TH AVENUE STE 29 CANYON TX 790153700 DAVID MADISON EXECUTIVE DIRECTOR 8066552400 2018-11-05 1 AUBREY L CYPERT CPA P01055956 8063558241 2018-11-05 216.82.192.190 2018-11-05 16:53:04 CS P DC92EB43BB5C6FF309A275AAF7173B7B69626277 DC92EB43BB5C6FF309A275AAF7173B7B69626277 2017 2018-06-14 16:35:46Z DAVID MADISON 1420 4TH AVENUE CANYON TX 79015 700207 0 X WWW.SWAES.ORG X 1957 TX ACCREDITATION OF EPISCOPAL SCHOOLS IN TEXAS, OKLAHOMA, ARKANSAS, LOUISIANA, AND ARIZONA. 15 15 4 0 0 0 158156 163353 430307 519871 11848 16983 0 0 600311 700207 0 0 0 0 355580 371884 0 0 0 151878 279574 507458 651458 92853 48749 942515 1086150 111257 132705 831258 953445 TO LEAD, TO NURTURE, AND TO UNIFY EPISCOPAL SCHOOLS IN ORDER TO ADVANCE EDUCATIONAL EXCELLENCE WITHIN THE FAITH COMMUNITY OF THE EPISCOPAL CHURCH. 0 0 401555 519871 TO PROMOTE HIGH STANDARDS OF EDUCATION AMONG APPROXIMATELY 110 MEMBER SCHOOLS THROUGH MEMBERSHIP, ACCREDITATION, POLICIES, WORKSHOPS, MEETINGS, AND PUBLICATIONS. 401555 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 0 0 1 11 0 4 1 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 0 0 X PAT BLEVINS 8066552400 1420 4TH AVENUE SUITE 29 CANYON TX 79015 X REV MILES R BRANDON II DIRECTOR 1.00 X X 0 0 0 BRYAN DENNEY TREASURER 1.00 X X 0 0 0 LEO DRESSEL PRESIDENT 1.00 X X 0 0 0 PATRICIA ADAMS VICE-PRESIDENT 1.00 X X 0 0 0 MARGARET MOORE SECRETARY 1.00 X X 0 0 0 MARK CROTTY DIRECTOR 1.00 X 0 0 0 JEANIE STARK DIRECTOR 1.00 X 0 0 0 GARHETT WAGERS DIRECTOR 1.00 X 0 0 0 MARY KATHERINE DUFFY DIRECTOR 1.00 X 0 0 0 DR CHRIS CARTER DIRECTOR 1.00 X 0 0 0 CATHERINE CLARK DIRECTOR 1.00 X 0 0 0 ROB DEVLIN DIRECTOR 1.00 X 0 0 0 MERRY SORRELLS DIRECTOR 1.00 X 0 0 0 TOM MCLAUGHLIN DIRECTOR 1.00 X 0 0 0 KEN WILLY DIRECTOR 1.00 X 0 0 0 THE REV DAVID MADISON EXECUTIVE DIR. 40.00 X 178972 0 0 178972 0 0 1 0 1 0 0 163353 163353 MEMBERSHIP DUES 900099 320084 320084 CONFERENCE FEES 900099 119895 119895 ACCREDITATION FEES 900099 38478 38478 CONSULTATION INCOME 900099 25000 25000 TRAVEL REIMBURSEMENT 900099 14241 14241 2173 2173 519871 16983 16983 700207 519871 0 16983 178973 59061 119912 116757 85932 30825 67222 28348 38874 8932 6574 2358 14025 14025 5000 5000 30473 30473 31743 31743 148077 142243 5834 164 164 6618 6618 AWARDS 20000 20000 CONSULTATION EXPENSE 14243 14243 MEMBERSHIPS & SUBSCRIPT 7295 7295 DISCRETIONARY FUND 1116 1116 820 820 651458 401555 249903 0 84161 83740 235114 279002 3774 2172 11785 2204 8152 8152 164 0 607517 719032 942515 1086150 12928 14152 98329 118553 111257 132705 X 606133 716888 25125 36557 200000 200000 831258 953445 942515 1086150 48749 73438 0 X X 0 1 X 1 0 X 223709 309703 13514 158156 163353 868435 471285 402404 474895 430307 519871 2298762 694994 712107 488409 588463 683224 3167197 100000 100000 0 100000 100000 3067197 3964 4665 3915 11848 16983 41375 3964 4665 3915 11848 16983 41375 698958 716772 492324 600311 700207 3208572 0.95590 0.95920 0.01290 0.00930 X 837324 250000 90402 185000 992726 707611 200541 79172 150000 837324 717605 125000 6 135000 707611 0.76000 0.20000 0.04000 0 0 8152 8152 0 0 VANGUARD 500 INDEX FUND 715536 F EXXON MOBIL CORP STOCK 3496 F 719032 X 773645 73438 73438 700207 0 700207 651458 0 651458 0 651458 PART X, LINE 2: SAES EVALUATES ANY UNCERTAIN TAX POSITIONS USING THE PROVISIONS OF FASB ASC 450, CONTINGENCIES. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNTS OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. SAES DOES NOT BELIEVE THAT IT HAS ENGAGED IN ANY ACTIVITY THAT WOULD RESULT IN AN UNCERTAIN TAX POSITION. X 1 0 X 0 0 0 0 0 0 0 0 0 THE REV DAVID MADISON EXECUTIVE DIR. 140647 0 0 0 38325 0 0 0 0 0 178972 0 0 0 PART I, LINE 1A BOARD APPROVES ALL SALARIES. PART I, LINE 3 BOARD APPROVES ALL SALARIES AND RAISES. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS GIVEN TO THE ORGANIZATION'S BOARD OF DIRECTORS. THE BOARD MEMBERS REVIEWED THE RETURN AND APPROVED IT FOR FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE POLICY IS PERFORMED AT AN ANNUAL MEETING WHERE BOARD MEMBERS DISCUSS AND SIGN THE APPROPRIATE FORM. FORM 990, PART VI, SECTION B, LINE 15A THE FINANCE COMMITTEE PREPARES A BUDGET THAT INCLUDES A LIST OF SALARIES BY TITLE. THE BOARD OF DIRECTORS THEN DISCUSSES AND APPROVES THE BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE APPROPRIATE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION PROCESS HAS CHANGED DURING THE TAX YEAR.