2017-03-29T11:16:11-05:00 2016-05-31 742533381 JAYNES REITMEIER BOYD & THERRELL PC 5400 BOSQUE BLVD STE 500 WACO TX 767104459 990 2015-06-01 742032522 BAYLOR UNIVERSITY ALUMNI ASSOCIATION BAYL 2547320393 PO BOX 2089 WACO TX 76703 JAMES MCINNIS CHIEF FINANCIAL OFFICER 2547320393 2017-03-21 1 NANCY A LIVINGSTON P00044678 2547764190 2017-03-21 2015 2021-01-29 14:40:06Z JAMES MCINNIS PO BOX 2089 WACO TX 76703 2562294 0 X HTTP://WWW.BAYLORALUMNIASSOCIATION.COM X 1859 TX SUPPORT BAYLOR UNIVERSITY AND THE INTERESTS OF ITS ALUMNI. 38 38 5 35 0 0 509648 265724 6341 1958 416737 240041 185346 2027075 1118072 2534798 43100 57000 0 0 175163 243528 0 0 52742 1021941 860675 1240204 1161203 -122132 1373595 6969216 7722116 139382 16002 6829834 7706114 TO PROVIDE THE SUPPORT OF BENEVOLENT, CHARITABLE, AND EDUCATIONAL UNDERTAKINGS BY EXTENDING FINANCIAL AND OTHER AID TO BAYLOR UNIVERSITY. 0 0 285817 57000 2025159 PROVIDED PROGRAMS, RECOGNITIONS AND COMMUNICATIONS IN SUPPORT OF BAYLOR UNIVERSITY AND ITS ALUMNI, INCLUDING REUNIONS AND OTHER EVENTS, 10 ANNUAL AWARDS, PUBLICATION OF BAYLOR LINE MAGAZINE AND ELECTRONIC/ONLINE COMMUNICATIONS; APPROXIMATELY 18,000 MEMBERS. 285817 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 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 1 1 0 0 0 1 15 0 5 1 1 1 0 0 0 0 0 0 0 0 0 X 38 38 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X THE ORGANIZATION 2547320393 PO BOX 2089 WACO TX 76703 KEITH STARR IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 TOM NESBITT PRESIDENT 1.00 X X 0 0 0 EMILY TINSLEY SECRETARY 1.00 X X 0 0 0 GEORGE COWDEN DIRECTOR 1.00 X 0 0 0 JAMES NELSON III TREASURER 1.00 X X 0 0 0 JAN BARRY DIRECTOR 1.00 X 0 0 0 BABS BAUGH DIRECTOR 1.00 X 0 0 0 MARIE BROWN DIRECTOR 1.00 X 0 0 0 CARROLL DAWSON DIRECTOR 1.00 X 0 0 0 WAYNE FISHER DIRECTOR 1.00 X 0 0 0 DAVID HUDSON DIRECTOR 1.00 X 0 0 0 SHELBA JONES DIRECTOR 1.00 X 0 0 0 DAVID LACY DIRECTOR 1.00 X 0 0 0 DAVID MALONE DIRECTOR 1.00 X 0 0 0 MATT MILLER DIRECTOR 1.00 X 0 0 0 ROBERT MORALES DIRECTOR 1.00 X 0 0 0 STACY SHARP DIRECTOR 1.00 X 0 0 0 DAVID VANDERHIDER DIRECTOR 1.00 X 0 0 0 FRED NORTON DIRECTOR 1.00 X 0 0 0 JACK DILLARD DIRECTOR 1.00 X 0 0 0 JAMES NORTEY DIRECTOR 1.00 X 0 0 0 LYNDON OLSON DIRECTOR 1.00 X 0 0 0 NICOLE WILLIAMS ROBINSON DIRECTOR 1.00 X 0 0 0 SHARON BARNES DIRECTOR 1.00 X 0 0 0 STAN SCHLUTER DIRECTOR 1.00 X 0 0 0 WAYNE TUCKER DIRECTOR 1.00 X 0 0 0 JACKIE MOORE DIRECTOR 1.00 X 0 0 0 ROLAND JOHNSON DIRECTOR 1.00 X 0 0 0 J RICE DIRECTOR 1.00 X 0 0 0 JIM NELSON DIRECTOR 1.00 X 0 0 0 TONY PEDERSON DIRECTOR 1.00 X 0 0 0 ALLEN VAUGHT 1.00 X 0 0 0 BRANDON MILLER 1.00 X 0 0 0 JAMES VARDAMAN 1.00 X 0 0 0 JOHN MABRY JR. 1.00 X 0 0 0 JUSTIN SIEKER 1.00 X 0 0 0 LELA WALLIS 1.00 X 0 0 0 LUKE DOW 1.00 X 0 0 0 SCOTT DESHAZO 1.00 X 0 0 0 THOMAS JONES 1.00 X 0 0 0 JAMES MCINNIS CFO 40.00 X 37252 0 0 CHAD WOOTEN CFO 40.00 X 75500 0 0 112752 0 0 0 0 0 0 0 51506 214218 265724 LIFELONG LEARNING 611710 1884 1884 ALUMNI EVENTS 611710 74 74 1958 85326 85326 3874 3874 179021 3190 27496 0 151525 3190 154715 154715 LAWSUIT SETTLEMENT 525100 2000000 2000000 MISCELLANEOUS INCOME 525100 23201 23201 2023201 2534798 2025159 0 243915 57000 57000 243528 97411 97411 48706 554029 554029 96122 96122 10081 10081 32853 22962 9891 15129 15129 20178 8071 8071 4036 369 369 3149 3149 10154 10154 BAYLOR LINE PUBLICATION 65428 65428 PRINTING 32764 29474 3290 PROCESSING CHARGES 8867 8867 CATERING 7368 5000 2368 4184 471 3713 1161203 285817 822644 52742 405657 562804 490000 390000 24596 0 6615 20762 491584 327352 173577 164232 5020337 5801489 1000 1000 847434 781829 6969216 7722116 110243 15002 29139 1000 139382 16002 X 4503861 5248271 209044 335914 2116929 2121929 6829834 7706114 6969216 7722116 1373595 -491119 -6196 0 X X 0 1 X 1 0 X 1613397 1315974 184159 544648 265724 3923902 1613397 1315974 184159 544648 265724 3923902 1054770 2869132 430877 431515 537281 498755 240725 2139153 18036 3559 21595 9136 1512 33921 103325 2023201 2171095 8255745 513553 0.34750 0.52460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5657634 145983 -156268 961065 4686284 6220165 0 320427 1105253 5657634 5970877 19756 707072 477540 6220165 5201155 216330 553392 5970877 5226517 514176 -539538 5201155 0 0 491584 327352 164232 164232 DUE FROM BAYLOR UNIVERSITY 24829 BENEFICIAL INTEREST IN TRUST 757000 781829 DUE TO BAYLOR ALUMNI SERVICE ENTERPRISE 1000 1000 X 2043679 -491119 -491119 2534798 0 2534798 1161203 0 1161203 0 1161203 PART V, LINE 4: PERMANENTLY RESTRICTED FUNDS ARE INVESTED IN PERMANENT ENDOWMENT FUNDS. THE INVESTMENT EARNINGS FROM THESE PERMANENT ENDOWMENTS ARE USED TO HELP FUND VARIOUS ACTIVITIES OF THE BAA INCLUDING THE BAYLOR LINE MAGAZINE, AWARDS, SCHOLARSHIPS AND OTHER PROGRAMS. TEMPORARILY RESTRICTED FUNDS CONSIST OF SCHOLARSHIP CONTRIBUTIONS RECEIVED FROM DONORS THAT ARE SUBSEQUENTLY PAID BY THE BAA TO BAYLOR UNIVERSITY EACH SEMESTER TO PROVIDE SCHOLARSHIPS FOR CHILDREN OF ALUMNI FAMILIES. BOARD DESIGNATED FUNDS CONSIST OF UNRESTRICTED LIFE MEMBERSHIP DUES RECEIVED THAT THE BOARD OF DIRECTORS HAS DESIGNATED TO BE INVESTED IN THE ABNER V. MCCALL ALUMNI ENDOWMENT FUND, WITH THE EARNINGS USED TO FUND THE GENERAL OPERATIONS OF THE ASSOCIATION. PART X, LINE 2: BAYLOR ALUMNI ASSOCIATION QUALIFIES AS A NON-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, THE ASSOCIATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ASSOCIATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCCURS. THE ASSOCIATION RECORDS INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS AND PENALTIES IN MANAGEMENT AND GENERAL EXPENSES. THERE WERE NO INTEREST AND PENALTIES FOR 2016 AND 2015. 0 BAYLOR UNIVERSITY ONE BEAR PLACE WACO TX 76798 741159753 501(C)(3) 57000 SCHOLARSHIPS AND UNIVERSITY PROGRAMS 1 FORM 990, PART VI, SECTION A, LINE 2 BABS BAUGH-DIRECTOR/JACKIE MOORE-FAMILY FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE BAYLOR ALUMNI ASSOCIATION ELECT THE BOARD OF DIRECTORS OF TEH ASSOCIATION. THE MEMBERSHIP DOES NOT OWN ANY OF THE ASSETS OR HAVE A RIGHT TO ANY OF THE INCOME OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BAYLOR ALUMNI ASSOCIATION ELECT THE BOARD OF DIRECTORS OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD REVIEWS THE RETURN AT THE BOARD MEETING BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT COMMITTEE REVIEWS COMPLETED DISCLOSURE QUESTIONNAIRES FROM BOARD MEMBERS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS INCLUDES A REVIEW AND SUBSEQUENT RECOMMENDATION BY THE PERSONNEL POLICIES COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE USES COMPARATIVE SALARY/COMPENSATION DATA FROM 19 OTHER SELF-GOVERNED ALUMNI ASSOCIATIONS AS WELL AS SALARY/COMPENSATION DATA FROM THE BIG 12 CONFERENCE ALUMNI ASSOCIATIONS. FORM 990, PART VI, SECTION C, LINE 19 BYLAWS ARE PUBLISHED ON THEIR WEBSITE. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND DISTRIBUTED AT ANNUAL MEETINGS. FORM 990, PART XII, LINE 2C-COMMITTEE OVERSIGHT FOR THE AUDIT NO CHANGES WERE MADE IN THIS FISCAL YEAR REGARDING OVERSIGHT OF THE AUDIT. BAYLOR ALUMNI SERVICE ENTERPRISESINC P O BOX 97116 WACO TX 76798 742132359 RETAIL SALES OF SPECIALTY ITEMS RELATED TO THE BAYLOR ALUMNI TX BAYLOR ALUMNI ASSOCIATION C 1.00000 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BAYLOR ALUMNI SERVICE ENTERPRISE INC E 1000