2014-11-14T08:13:43-06:00 2014-03-31 742386663 HAASS LINDOW & CAMPSEY PC 8122 DATAPOINT DR SUITE 830 SAN ANTONIO TX 78229 990 2013-04-01 741075466 SAN ANTONIO LIVESTOCK EXPOSITION INC SANA 2102255851 P O BOX 200230 SAN ANTONIO TX 78220 KEITH MARTIN EXECUTIVE DIR/CEO 2102255851 2014-11-11 1 ARTHUR L CAMPSEY P00066680 2106970660 2014-11-11 2013 2015-11-30 17:44:51Z KEITH MARTIN 723 ATT CENTER PARKWAY SAN ANTONIO TX 78219 35477234 0 X WWW.SARODEO.COM X 1948 TX NATURE OF ORGANIZATION - THE SAN ANTONIO LIVESTOCK EXPOSITION, INC. (S.A.L.E.) IS A NON-PROFIT ORGANIZATION OWNED AND OPERATED BY ITS MEMBERS, WHICH WAS FOUNDED IN 1948. ITS PURPOSE IS TO INSTRUCT THE PUBLIC ON AGRICULTURAL MATTERS BY CONDUCTING ANNUAL PUBLIC FAIRS AND EXHIBITIONS OF LIVESTOCK, POULTRY AND FARM PRODUCTS AND IN CONNECTION THEREWITH TO CARRY OUT LIVESTOCK AUCTIONS, RODEOS, MIDWAY CARNIVAL AND OTHER RELATED ACTIVITIES. ITS LARGEST ACTIVITY IS THE ANNUAL SAN ANTONIO STOCK SHOW AND RODEO HELD EACH FEBRUARY. 11 11 326 5500 0 0 6153389 6256418 21494350 22687029 772690 357555 1044345 1214689 29464774 30515691 4887212 5603852 0 0 4664149 4755964 0 0 0 19026770 19724858 28578131 30084674 886643 431017 44804743 28755869 19886919 4317532 24917824 24438337 X THE OPENING SENTENCE IN SAN ANTONIO LIVESTOCK EXPOSITION'S (SALE) WEBSITE - "A VOLUNTEER ORGANIZATION THAT EMPHASIZES AGRICULTURE AND EDUCATION TO DEVELOP THE YOUTH OF TEXAS" SUMS UP THERE MISSION (SEE THE WEBSITE FOR THE FULL DESCRIPTION OF ITS MISSION STATEMENT). 0 0 28199835 5603852 23417309 SAN ANTONIO LIVESTOCK EXPOSITION (SALE) ANNUALLY CELEBRATES LIVESTOCK, COWBOYS, RURAL LIFE AND YOUTH ACTIVITIES WITH ITS ANNUAL SAN ANTONIO STOCK SHOW AND RODEO HELD EACH FEBRUARY. THERE ARE VARIOUS SHOWS AND ACTIVITIES THAT HELP TO EDUCATE THE PUBLIC IN THE MANY ASPECTS OF THESE EVENTS. VARIOUS SCHOLARSHIPS AND FUNDS ARE AWARDED TO INDIVIDUAL ENTRIES IN THE STOCK SHOW WHICH ENABLES THEM TO EXTEND THEIR EDUCATIONS. NET FUNDS FROM THESE AND OTHER ACTIVITIES ARE USED TO AWARD SCHOLARSHIPS FOR THOSE QUALIFIED INDIVIDUALS.DURING FEBRUARY 2014, THE PROGRAM INCLUDED 18 DAYS OF EVENTS THAT HAD AN ATTENDANCE OF APPROXIMATELY 1.74 MILLION PEOPLE. DURING THE VARIOUS LIVESTOCK AND OTHER COMPETITIONS, OVER 548 INDIVIDUALS WERE AWARDED SCHOLARSHIPS, THERE WERE OVER 22,000 LIVESTOCK COMPETITORS, OVER 6,300 ENTRIES IN THE HORSE SHOW COMPETITION, OVER 400 ENTRIES IN THE WESTERN ART, OVER 400 COMPETITORS IN THE CALF SCRAMBLE, OVER 200 ENTRIES IN THE MUTTON BUSTIN' COMPETITION, OVER 900 PARTICIPANTS IN THE JUNIOR LIVESTOCK AUCTION, AND OVER 1,100 COMPETITORS IN THE STOCK SHOW STAMPEDE AND OVER 14,000 EXHIBITORS. THERE WERE OVER 5,500 VOLUNTEERS THAT HELPED IN ALL PHASES AND ASPECTS OF THIS EVENT AND CONTRIBUTED TO ITS OVERALL SUCCESS. 28199835 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 810 0 1 326 1 0 0 0 0 0 1 1 0 0 0 0 X 11 11 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BETTY ROST 2102255851 723 ATT CENTER PARKWAY SAN ANTONIO TX 78219 RUSTY COLLIER VICE PRESIDENT 2.00 X 0 0 0 RONNIE URBANCZYK VICE PRESIDENT 2.00 X 0 0 0 FRED PETMECKY VICE PRESIDENT 2.00 X 0 0 0 JAMES F CLINGMAN VICE PRESIDENT 2.00 X 0 0 0 TINA HAYNES VICE PRESIDENT 2.00 X 0 0 0 JOE E HUTCHISON PRESIDENT 2.00 X 0 0 0 PAT FROST VICE PRESIDENT 2.00 X 0 0 0 RANDY VACLAVIK VICE PRESIDENT 2.00 X 0 0 0 ELAINE VAN DE WALLE THOMPSON VICE PRESIDENT 2.00 X 0 0 0 JOE SOULES CHAIRMAN OF THE BOARD 2.00 X 0 0 0 CODY DAVENPORT VICE PRESIDENT/SECRETARY 2.00 X 0 0 0 R KEITH MARTIN EXECUTIVE DIRECTOR/CEO 50.00 X 2317897 0 20861 BETTY ROST CFO 50.00 X 187576 0 58927 GLEN A PHILLIPS ASSISTANT EXECUTIVE DIRECT 50.00 X 192442 0 31768 PAMELA J REW ASSISTANT EXECUTIVE DIRECT 50.00 X 183198 0 44187 DEBBIE SCHRONK COO 50.00 X 199034 0 45651 3080147 0 201394 6 0 1 0 COLISEUM ADVISORY BOARD 3201 E HOUSTON ST SAN ANTONIO TX 78219 PROPERTY RENTAL/SERVICES 1819192 PRCA 101 PRO RODEO DR COLORADO SPRINGS CO 80919 RODEO/ENTERTAINMENT/ACTIVITIES 1473580 LD SYSTEMS LP PO BOX 10620 HOUSTON TX 77206 SOUND AND LIGHTING SYSTEMS 615430 ROAD DOG TOURING INC 3310 WEST END AVE STE 400 NASHVILLE TN 37203 ENTERTAINMENT 600000 COMMUNITY ARENAS MANAGEMENT ONE ATT CENTER PARKWAY SAN ANTONIO TX 78219 MGMNT OF FACILITIES 571111 31 298017 5958401 285750 6256418 STOCK SHOW AND RODEO 711300 21476409 21476409 OTHER RELATED EVENTS AND ACTIVITI 711300 1210620 1210620 22687029 158498 158498 3212426 200000 2999660 213709 212766 -13709 199057 199057 1742068 298017 1257659 484409 484409 446607 79947 366660 366660 774188 410568 363620 363620 30515691 23417309 0 841964 X 5603852 5603852 1210146 560146 650000 2717189 2683378 33811 288204 288204 264574 122574 142000 275851 227821 48030 10466 10466 17710 17710 1338143 1338143 1574239 1414239 160000 41470 2849 38621 966057 681860 284197 LIVESTOCK AUCTIONS PREM 5036771 5036771 ENTERTAINMENT - RODEO 3843400 3843400 RODEO PRODUCTION 2277030 2277030 TRASH REMOVAL/SHOW CLEA 681837 681837 3937735 3725935 211800 30084674 28199835 1884839 0 7629269 9189254 4398792 1433700 3224154 3021880 47997 47910 162969 155266 27230601 12927777 13342166 14302824 12198862 605035 3753804 46730 0 44804743 28755869 1902790 3453761 12859537 19937 19860 5104655 843911 19886919 4317532 X 24352719 24438337 335169 0 229936 0 24917824 24438337 44804743 28755869 431017 -910504 0 X X 0 1 X 1 0 X 1618597 4987171 5213658 6153389 6256418 24229233 23425938 21040713 21898830 21494350 22687029 110546860 25044535 26027884 27112488 27647739 28943447 134776093 0 0 0 134776093 490606 448502 482636 548121 158498 2128363 490606 448502 482636 548121 158498 2128363 25535141 26476386 27595124 28195860 29101945 136904456 0.98450 0.97970 0.01550 0.02030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 331152 331152 329487 1665 331152 327353 2134 329487 322853 4500 327353 315797 7056 322853 0 0 20547198 9592916 10954282 6683403 3334861 3348542 14302824 CALF SCRAMBLE CERTIFICATES 190400 DEFERRED COMPENSATION PAYABLE 653511 843911 X 31857241 -910504 2252054 1341550 30515691 0 30515691 31176230 1091556 1091556 30084674 0 30084674 PART V, LINE 4: THE INITIAL PRINCIPAL CONTRIBUTION IS PERMANENTLY RESTRICTED AND THE EARNINGS FROM THIS IS TO BE USED TO FUND SCHOLARSHIPS. DURING THE FISCAL YEAR ENDED MARCH 31, 2014, THESE FUNDS WERE TRANSFERRED TO A SUPPORTING ORGANIZATION - SAN ANTONIO LIVESTOCK EXPOSITION EDUCATION FUND, INC. - ID # 45-4533237. PART X, LINE 2: THERE ARE NO UNCERTAIN TAX POSITIONS UNDER FIN 48 PART XI, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED COMPANY - SALE EDUCATION FUND 1,207,972. ADJUSTMENTS FOR OTHER ITEMS - OFFSET 1,044,082. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED COMPANY - SALE EDUCATION FUND 47,474. ADJUSTMENTS FOR OTHER ITEMS - OFFSET 1,044,082. GO RODEO ROUNDUP 706538 131331 575207 128009 23046 0 35638 BAR-B-QUE 250542 26980 223562 41356 0 0 210113 5 1083005 139706 943299 115036 2681 298595 183176 220009 2040085 298017 1742068 243045 44037 321641 183176 465760 1257659 484409 446607 42705 37242 1 1.00000 446607 42705 37242 79947 366660 TX 0 TEXAS DOES NOT REQUIRE REGISTRATION OF ACTIVITIES AT THIS TIME. 0 0 0 1.00000 BETTY ROST PO BOX 200230 SAN ANTONIO TX 78220 0 NONE THERE IS NO FORMAL GAMING MANAGER. ALL IS VOLUNTEER WITH THE HELP OF THE STAFF. 0 1 ABILENE CHRISTIAN UNIVERSITY ACU BOX 29007 ABILENE TX 79699 750851900 501 (C)(3) 14682 SCHOLARSHIPS FOR STUDENTS ALAMO COLLEGES FOUNDATION INC 201 W SHERIDAN SUITE C-3 SAN ANTONIO TX 78204 742422589 501 (C)(3) 85963 SCHOLARSHIPS FOR STUDENTS ANGELO STATE UNIVERSITY PO BOX 11015 SAN ANGELO TX 76909 756002403 PUBLIC SCHOOL 100445 SCHOLARSHIPS FOR STUDENTS AUSTIN COMMUNITY COLLEGE DISTRICT 9101 TUSCANY WAY AUSTIN TX 78754 741742036 PUBLIC SCHOOL 6750 SCHOLARSHIPS FOR STUDENTS BAYLOR UNIVERSITY ONE BEAR PLACE WACO TX 76798 741159753 501 (C)(3) 22210 SCHOLARSHIPS FOR STUDENTS BELHAVEN UNIVERSITY 1500 PEACHTREE ST JACKSON MS 39202 640303069 PUBLIC SCHOOL 8220 SCHOLARSHIPS FOR STUDENTS BEXAR COUNTY MASTER GARDENERS 3355 CHERRY RIDGE DR 208 SAN ANTONIO TX 78230 742600978 501 (C)(3) 37800 GENERAL SUPPORT BLINN COLLEGE 902 COLLEGE AVE BRENHAM TX 77833 746000400 PUBLIC SCHOOL 71650 SCHOLARSHIPS FOR STUDENTS CLARENDON COLLEGE PO BOX 968 CLARENDON TX 79226 756055652 PUBLIC SCHOOL 17200 SCHOLARSHIPS FOR STUDENTS HARDIN-SIMMONS UNIVERSITY HSU 16025 ABILENE TX 79698 750808791 PUBLIC SCHOOL 11884 SCHOLARSHIPS FOR STUDENTS HOWARD PAYNE UNIVERSITY 1000 FISK AVE BROWNWOOD TX 76801 750800653 501 (C)(3) 6500 SCHOLARSHIPS FOR STUDENTS LINCOLN EDUCATIONAL SERVICES DBA LINCOLN COLLEGE OF TECHNOLOGY 2915 ALOUETTE DR GRAND PRAIRIE TX 75052 222074593 PUBLIC SCHOOL 10200 SCHOLARSHIPS FOR STUDENTS LUBBOCK CHRISTIAN UNIVERSITY 5601 19TH ST LUBBOCK TX 79407 750950119 501 (C)(3) 6000 SCHOLARSHIPS FOR STUDENTS LYME ACADEMY OF FINE ARTS INC DBA LYME ACADEMY COLLEGE OF FINE ARTS 84 LYME ST OLD LYME CT 060942210 060942210 501 (C)(3) 7064 SCHOLARSHIPS FOR STUDENTS MCLENNAN COLLEGE 1400 COLLEGE DR WACO TX 76708 741541260 PUBLIC SCHOOL 6125 SCHOLARSHIPS FOR STUDENTS MCMURRY UNIVERSITY BOX 308 MCMURRY STATION ABILENE TX 79697 750855633 501 (C)(3) 9500 SCHOLARSHIPS FOR STUDENTS MIDWESTERN STATE UNIVERSITY 3410 TAFT BLVD WICHITA FALLS TX 76308 756001738 PUBLIC SCHOOL 11750 SCHOLARSHIPS FOR STUDENTS NATIONAL WESTERN ART FOUNDATION 210 W MARKET ST SAN ANTONIO TX 78205 300211961 501 (C)(3) 1000000 GENERAL SUPPORT NORTH CENTRAL TEXAS COLLEGE 1525 W CALIFORNIA GAINESVILLE TX 76240 751050382 PUBLIC SCHOOL 8750 SCHOLARSHIPS FOR STUDENTS OUR LADY OF THE LAKE UNIVERSITY 411 SW 24TH ST SAN ANTONIO TX 78207 741109631 501 (C)(3) 76875 SCHOLARSHIPS FOR STUDENTS PARIS JUNIOR COLLEGE 2400 CLARKSVILLE ST PARIS TX 75460 756002205 PUBLIC SCHOOL 7750 SCHOLARSHIPS FOR STUDENTS PRAIRIE VIEW A&M UNIVERSITY PO BOX 1005 PRAIRIE VIEW TX 77446 746001078 PUBLIC SCHOOL 28750 SCHOLARSHIPS FOR STUDENTS RICE UNIVERSITY 6100 MAIN ST HOUSTON TX 77005 741109620 501 (C)(3) 8500 SCHOLARSHIPS FOR STUDENTS SAM HOUSTON STATE UNIVERSITY PO BOX 2537 HUNTSVILLE TX 77341 746001430 PUBLIC SCHOOL 87750 SCHOLARSHIPS FOR STUDENTS SAN ANTONIO BOTANICAL SOCIETY 555 FUNSTON PLACE SAN ANTONIO TX 78209 742178792 501 (C)(3) 9200 GENERAL SUPPORT SAN ANTONIO YOUNG WOMEN'S LEADERSHIP 303 PEARL PKWY STE 114 SAN ANTONIO TX 78215 275164994 501 (C)(3) 7328 SCHOLARSHIPS FOR STUDENTS SAVANNAH COLLEGE OF ART & DESIGN PO BOX 2701 SAVANNAH GA 31402 581357177 501 (C)(3) 22114 SCHOLARSHIPS FOR STUDENTS SCHREINER UNIVERSITY 2100 MEMORIAL BLVD KERRVILLE TX 78028 741193459 501 (C)(3) 55287 SCHOLARSHIPS FOR STUDENTS SOUTH PLAINS COLLEGE 1401 S COLLEGE AVE LEVELLAND TX 79336 756004667 PUBLIC SCHOOL 27435 SCHOLARSHIPS FOR STUDENTS ST MARY'S UNIVERSITY ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 741143128 501 (C)(3) 128250 SCHOLARSHIPS FOR STUDENTS STEPHEN F AUSTIN STATE UNIVERSITY 1936 NORTH ST NACOGDOCHES TX 75962 756002514 PUBLIC SCHOOL 13250 SCHOLARSHIPS FOR STUDENTS SUL ROSS STATE UNIVERSITY PO BOX C-144 ALPINE TX 79832 746000027 PUBLIC SCHOOL 46750 SCHOLARSHIPS FOR STUDENTS SW TEXAS JUNIOR COLLEGE 2401 GARNER FIELD RD UVALDE TX 78801 746002420 PUBLIC SCHOOL 14000 SCHOLARSHIPS FOR STUDENTS TARLETON STATE UNIVERSITY 1333 W WASHINGTON STEPHENVILLE TX 76401 756001870 PUBLIC SCHOOL 148257 SCHOLARSHIPS FOR STUDENTS TEXAS 4-H YOUTH DEVELOPMENT FOUNDATION PO BOX 11020 COLLEGE STATION TX 77842 746091147 501 (C)(3) 6104 SCHOLARSHIPS FOR STUDENTS AND GENERAL SUPPORT TEXAS A&M FOUNDATION 401 GEORGE BUSH DR COLLEGE STATION TX 77840 742245072 501 (C)(3) 47208 GENERAL SUPPORT TEXAS A&M UNIVERSITY 401 GEORGE BUSH DR COLLEGE STATION TX 77840 746000531 PUBLIC SCHOOL 784777 SCHOLARSHIPS FOR STUDENTS TEXAS A&M UNIVERSITY AT CORPUS CHRISTI 6300 OCEAN DR CORPUS CHRISTI TX 78412 741760663 PUBLIC SCHOOL 14000 SCHOLARSHIPS FOR STUDENTS TEXAS A&M UNIVERSITY AT GALVESTON PO BOX 1675 GALVESTON TX 77553 742125225 PUBLIC SCHOOL 11374 SCHOLARSHIPS FOR STUDENTS TEXAS A&M UNIVERSITY AT SAN ANTONIO 1450 GILLETTE BLVD SAN ANTONIO TX 78224 264168896 PUBLIC SCHOOL 23125 SCHOLARSHIPS FOR STUDENTS TEXAS A&M UNIVERSITY COMMERCE PO BOX 3011 COMMERCE TX 75429 756001353 PUBLIC SCHOOL 16250 SCHOLARSHIPS FOR STUDENTS TEXAS AGRILIFE EXTENSION SERVICE 2147 TAMU COLLEGE STATION TX 77843 746000531 PUBLIC SCHOOL 33000 GENERAL SUPPORT TEXAS CHRISTIAN UNIVERSITY PO BOX 297011 FORT WORTH TX 76129 750827465 501 (C)(3) 22010 SCHOLARSHIPS FOR STUDENTS TEXAS LUTHERAN UNIVERSITY 1000 WEST COURT ST SEGUIN TX 78155 741109748 501 (C)(3) 14164 SCHOLARSHIPS FOR STUDENTS TEXAS PARKS AND WILDLIFE DEPARTMENT 4200 SMITH SHCOOL RD AUSTIN TX 78744 741680372 GOVERNMENT UNIT 50000 GENERAL SUPPORT TEXAS STATE TECHNICAL COLLEGE REGENTS CIRCLE-WACO 3801 CAMPUS DR WACO TX 76705 752892470 501 (C)(3) 10950 SCHOLARSHIPS FOR STUDENTS TEXAS STATE UNIVERSITY 601 UNIVERSITY SAN MARCOS TX 78666 746002248 PUBLIC SCHOOL 99188 SCHOLARSHIPS FOR STUDENTS TEXAS TECH FOUNDATION PO BOX 42123 LUBBOCK TX 79409 756043842 501 (C)(3) 219299 GENERAL SUPPORT TEXAS TECH UNIVERSITY PO BOX 42123 LUBBOCK TX 79409 756002622 PUBLIC SCHOOL 345352 SCHOLARSHIPS FOR STUDENTS THE FOREVER FOUNDATION FOR TEXAS WILDLIFE 2800 NE LOOP 410 SUITE 105 SAN ANTONIO TX 78218 742605516 501 (C)(3) 236500 GENERAL SUPPORT THE UNIVERSITY OF TEXAS FOUNDATION INC PO BOX 250 AUSTIN TX 78767 741587488 PUBLIC SCHOOL 267500 SCHOLARSHIPS FOR STUDENTS TRINITY UNIVERSITY 715 STADIUM DR SAN ANTONIO TX 78212 741109633 501 (C)(3) 53814 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF MARY HARDIN BAYLOR 900 COLLEGE ST BELTON TX 76513 741161940 501 (C)(3) 12000 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF TEXAS AT ARLINGTON 701 S NEDDERMAN DR ARLINGTON TX 76019 756000121 PUBLIC SCHOOL 5250 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7758 UT STATION AUSTIN TX 78713 746000203 PUBLIC SCHOOL 34131 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF TEXAS AT SAN ANTONIO 6900 N LOOP 1604 SAN ANTONIO TX 78249 741717115 PUBLIC SCHOOL 128026 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SA 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 PUBLIC SCHOOL 17599 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF THE INCARNATE WORD 4301 BROADWAY SAN ANTONIO TX 78209 741109661 501 (C)(3) 68000 SCHOLARSHIPS FOR STUDENTS WAYLAND BAPTIST COLLEGE 1900 WEST 7TH ST PLAINVIEW TX 79072 750859668 501 (C)(3) 8684 SCHOLARSHIPS FOR STUDENTS WEATHERFORD COLLEGE 225 COLLEGE PARK DR WEATHERFORD TX 76086 756002862 PUBLIC SCHOOL 12588 SCHOLARSHIPS FOR STUDENTS WEST TEXAS A&M UNIVERSITY WTAMU BOX 60939 CANYON TX 79016 756031405 PUBLIC SCHOOL 76000 SCHOLARSHIPS FOR STUDENTS WESTMONT COLLEGE 955 LA PAZ ROAD SANTA BARBARA CA 93108 951684793 501 (C)(3) 13394 SCHOLARSHIPS FOR STUDENTS WHARTON COUNTY JUNIOR COLLEGE 911 BOLING HWY WHARTON TX 77488 746002562 PUBLIC SCHOOL 8500 SCHOLARSHIPS FOR STUDENTS WILLIAM L PAYLA DBA HAZ CO FIRE TRAINING PO BOX 3063 SHERMAN TX 75091 455021141 PRIVATE SCHOOL 5000 SCHOLARSHIPS FOR STUDENTS PART I, LINE 2: THE ORGANIZATION GIVES OUT GRANTS AND SCHOLARSHIPS TO SCHOOLS AND OTHER TAX EXEMPT ENTITIES TO FURTHER THEIR EXEMPT PURPOSE. THE ORGANIZATION REQUIRES THE AWARDED ENTITIES TO SUBMIT REPORTS RELATED TO THE USEAGE OF THE FUNDS RECEIVED, WHICH HELPS IN THE DETERMINATION OF FUTURE AWARDS. 1 X X X X 0 1 0 0 0 0 0 0 0 R KEITH MARTIN EXECUTIVE DIRECTOR/CEO 2227897 0 90000 0 0 0 15000 0 5861 0 2338758 0 0 1870000 BETTY ROST CFO 157576 0 30000 0 0 0 53482 0 5445 0 246503 0 0 0 GLEN A PHILLIPS ASSISTANT EXECUTIVE DIRECT 162442 0 30000 0 0 0 26202 0 5566 0 224210 0 0 0 PAMELA J REW ASSISTANT EXECUTIVE DIRECT 153198 0 30000 0 0 0 38742 0 5445 0 227385 0 0 0 DEBBIE SCHRONK COO 169034 0 30000 0 0 0 40206 0 5445 0 244685 0 0 0 PART I, LINE 4B IN 2008, THE AUDIT, FINANCE AND COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE OF SALE ESTABLISHED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) FOR THE EXECUTIVE LEADERSHIP OF SALE WITH THE INTENT TO PROMOTE STABILITY, RETENTION, CAPABILITY, AND ATTRACTIVENESS TO THE EXECUTIVE LEADERSHIP.SINCE THE EXECUTIVE DIRECTOR HAD BEEN WORKING AT SALE SINCE 1989 AND THE OTHERS FOR SHORTER PERIODS, SALE WAS HAVING TO ACCELERATE PAYMENTS TO FUND THE PLAN. THE FOLLOWING INDIVIDUALS WERE PARTICIPANTS IN THE SECTION 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN, FOR WHICH $288,204 WAS EXPENSED DURING THE FISCAL YEAR ENDED MARCH 31, 2014. THE INDIVIDUALS ARE: GLEN A. PHILLIPS, PAMELA J. REW, DEBBIE SCHRONK, AND BETTY ROSS. IN ADDITION, AN ACCRUAL OF THESE BENEFITS WERE MADE FOR $123,003 FOR THE FISCAL YEAR ENDED MARCH 31, 2014. (ALSO, R. KEITH MARTIN WAS PAID $1,870,000 FROM THE PLAN DURING THE FISCAL YEAR ENDED MARCH 31, 2014) INCLUDED IN PART II, COLUMN C (BUT ALSO INCLUDES THE EMPLOYER'S CONTRIBUTION TO THEIR RETIREMENT PLAN) ARE THE CURRENT YEAR DEFERRALS FOR THE SERP. THE TOTALS ARE AS FOLLOWS: R. KEITH MARTIN - $0 GLEN A. PHILLIPS - $15,938, PAMELA J. REW - $27,921, DEBBIE SCHRONK - $28,270, AND BETTY ROST - $40,786. A FEW OTHER THINGS CONSIDERED WHEN DRAFTING THE ARRANGEMENT TOOK INTO EFFECT 1) THE FUNDS ARE PAYABLE AT RETIREMENT AND SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE 2) THE AUDIT, FINANCE AND COMPENSATION SUBCOMMITTEE HAS REVIEWED THE FORM 990, AND 3) SALE RELIED UPON REBUTTABLE PRESUMPTION GUIDELINES. TINA HAYNES TINA HAYNES IS AN OFFICER/OWNER OF SANGER AND ALTGELT INSURANCE AGENCY 389513 SALE HAS PROCURED INSURANCE FROM SANGER AND ALTGELT INSURANCE AGENCY FOR MANY YEARS, AND TINA HAS BEEN AN OFFICER WITH SALE THROUGH THE CURRENT FISCAL YEAR ENDED MARCH 31, 2014. 0 X 175 COMPARABLE ITEMS X 127382 COMPARABLE ITEMS X 4350 COMPARABLE ITEMS X 500 COMPARABLE ITEMS X ENTERTAINMENT 0 137428 COMPARABLE ITEMS X SERVICES 0 15915 COMPARABLE ITEMS 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ONE OF THE DIRECTORS IS AN OFFICER/PART OWNER OF A BANK THAT PROVIDES SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS OR HAD AT LEAST 8,888 LIFE MEMBERS OVER THE COURSE OF THEIR EXISTENCE, THAT HAVE PAID ANYWHERE FROM $100 TO $200 IN TOTAL TO BECOME A LIFE MEMBER. DURING FYE 3/31/14, A TOTAL OF $60,700 WAS RECEIVED FROM THE CURRENT LIFE MEMBERS (303 NEW MEMBERS). THE BOARD HAS DESIGNATED THESE AND PREVIOUS FUNDS COLLECTED FROM THE LIFE MEMBERS FOR SCHOLARSHIPS. ANNUALLY, THESE LIFE MEMBERS MEET AND CAST BALLOTS TO ELECT MEMBERS OF THE EXECUTIVE COMMITTEE, WHO PROVIDE FOR THE GOVERNANCE OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A DURING THE ANNUAL MEETING, THE LIFE MEMBERS ELECT THE CURRENT YEAR'S OFFICERS FROM A SELECTED GROUP OF INDIVIDUALS NOMINATED BY THE ELECTION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE, A SUB-COMMITTEE OF THE FINANCE COMMITTEE/EXECUTIVE COMMITTEE, ALONG WITH SENIOR MANAGEMENT, REVIEWS THE FORM 990, AND ANY RECOMMENDATIONS ARE INCORPORATED IN THE RETURN, FOR WHICH THEY GIVE THEIR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE RETURN IS REVIEWED BY AT LEAST ONE MEMBER OF THE ORGANIZATION'S AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE CIRCULATED TO THE STAFF AND DIRECTORS EACH YEAR AND ANY CONFLICTING INTERESTS ARE NOTED AND FOLLOWED. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE SUB-COMMITTEE OF SAN ANTONIO LIVESTOCK EXPOSITION, INC (SALE) SERVES ALSO AS THE COMPENSATION COMMITTEE, AND DETERMINES AND RECOMMENDS TO THE EXECUTIVE COMMITTEE AMOUNTS TO BE PAID TO THE EXECUTIVE DIRECTOR AND OTHER EXECUTIVE LEADERS OF SALE. THE COMMITTEE USES OUTSIDE CONSULTANTS TO PERFORM COMPENSATION STUDIES TO HELP DETERMINE REASONABLE COMPENSATION AMOUNTS FOR ALL EMPLOYEES, BUT ESPECIALLY THE EXECUTIVE LEADERSHIP. DURING 2008, THE COMMITTEE ESTABLISHED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) FOR THE BENEFIT OF THE EXECUTIVE LEADERSHIP. ITS PHILOSOPHY/PURPOSE WAS TO PROMOTE STABILITY, RETENTION CAPABILITY AND ATTRACTIVENESS TO THE EXECUTIVE LEADERSHIP, AND TO RECOGNIZE AND REWARD INDIVIDUAL AND GROUP EXCELLENCE. THE SERP PLAN DESIGN FOR THE EXECUTIVE DIRECTOR, INCLUDES A TARGETED BENEFIT/LUMP SUM PAYMENT ACCORDING TO TERMS SET OUT IN THE PLAN AGREEMENT. THE SERP PLAN DESIGN FOR THE OTHERS, WILL INCLUDE A DEFINED CONTRIBUTION BENEFIT. THE BENEFIT IS NOT PAYABLE UNTIL AGE 66 OR DEATH, AND IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE IF THEY LEAVE PRIOR TO AGE 66. THE EXECUTIVE DIRECTOR HAS BEEN EMPLOYED SINCE 1989, AND HAD SALE INITIATED A PLAN AT THAT TIME, THE ANNUAL COST WOULD HAVE BEEN MUCH LOWER. WHILE THE OTHERS HAVE BEEN HERE FOR SHORTER PERIODS, THEIR INVOLVEMENT IS JUST AS CRITICAL TO SALE. OTHER PLANS FOR RETENTION WERE REVIEWED BY THE COMMITTEES, BUT AFTER MUCH RESEARCH AND ANALYSIS, THE CURRENT PLAN WAS ADOPTED. THE ANNUAL EXPENSE RELATED TO THE SERP PLAN WAS NOT INCLUDED IN THE FORM 990'S FROM PRIOR YEARS, AND SHOULD HAVE INCLUDED INFORMATION SINCE 2008. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION WILL FURNISH A COPY OF THEIR FORM 990 AND FORM 1023 UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL FURNISH A COPY OF THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 24E EMS/TICKET MASTER/ OTHER: PROGRAM SERVICE EXPENSES 539,602. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 539,602. MATERIALS, DECO. AND SUPPLIES: PROGRAM SERVICE EXPENSES 513,764. MANAGEMENT AND GENERAL EXPENSES 6,531. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 520,295. CAPITAL IMPROVEMENT FEE: PROGRAM SERVICE EXPENSES 398,502. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 398,502. INSURANCE: PROGRAM SERVICE EXPENSES 332,843. MANAGEMENT AND GENERAL EXPENSES 34,637. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 367,480. PREMIUMS PAID: PROGRAM SERVICE EXPENSES 367,469. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 367,469. UTILITIES: PROGRAM SERVICE EXPENSES 342,591. MANAGEMENT AND GENERAL EXPENSES 16,218. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 358,809. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 285,825. MANAGEMENT AND GENERAL EXPENSES 65,457. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 351,282. PRINTING AND SUPPLIES: PROGRAM SERVICE EXPENSES 274,552. MANAGEMENT AND GENERAL EXPENSES 34,245. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 308,797. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 289,675. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 289,675. COMMITTEE MEETINGS/OTHER: PROGRAM SERVICE EXPENSES 264,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 264,150. WILDLIFE COMMITTEE EXPENSES: PROGRAM SERVICE EXPENSES 212,690. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 212,690. CALF SCRAMBLE WINNER AWARDS: PROGRAM SERVICE EXPENSES 190,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 190,400. AWARDS AND RIBBONS: PROGRAM SERVICE EXPENSES 167,009. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 167,009. EQUIPMENT RENTAL AND MAINTENANCE: PROGRAM SERVICE EXPENSES 155,346. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 155,346. BANK CHARGES: PROGRAM SERVICE EXPENSES 98,312. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,312. OTHER EXPENSE: PROGRAM SERVICE EXPENSES 75,838. MANAGEMENT AND GENERAL EXPENSES 6,772. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,610. DECORATIONS AND SUPPLIES: PROGRAM SERVICE EXPENSES 79,189. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,189. PROMOTIONAL EXPENSE: PROGRAM SERVICE EXPENSES 66,594. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,594. PARKING: PROGRAM SERVICE EXPENSES 65,119. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,119. JUDGING AND SUPERINTENDENTS: PROGRAM SERVICE EXPENSES 63,321. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,321. INVESTMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 47,940. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,940. DONATIONS: PROGRAM SERVICE EXPENSES 25,650. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,650. ASSOCIATION DUES AND FEES: PROGRAM SERVICE EXPENSES 11,665. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,665. REALLOCATION OF RAFFLE ASSOCIATED EXPENSES: PROGRAM SERVICE EXPENSES -37,242. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -37,242. REALLOCATION OF SALES ITEMS: PROGRAM SERVICE EXPENSES -42,315. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -42,315. REALLOCATION OF FUNDRAISING ASSOCIATED EXPENSES: PROGRAM SERVICE EXPENSES -1,014,614. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -1,014,614. FORM 990, PART XII, PAGE 12, LINE 2B THIS IS THE FIRST YEAR THAT SALE HAS HAS PREPARED A CONSOLIDATED AUDITED FINANCIAL STATEMENT WITH A SUPPORTING ORGANIZATION - SAN ANTONIO LIVESTOCK EXPOSITION EDUCATIONAL FUND, INC. (ID # 45-4533237), WITH FISCAL YEARS ENDED MARCH 31, 2014. FORM 990, PART XII, PAGE 12, LINE 2C THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR IN THE OVERSIGHT OR SELECTION PROCESS PERFORMED BY THE BOARD IN REVIEWING THE AUDIT AND TAX RETURN AND THE SELECTION OF THE AUDITING FIRM. SAN ANTONIO LIVESTOCK EXPOSITION EDUCATIONAL FUND INC PO BOX 200230 SAN ANTONIO TX 78220 454533237 SUPPORTING ORGANIZATION TO SAN ANTONIO LIVESTOCK EXPOSITION, INC. (SALE) TX 501(C)(3) LINE 11A, I SAN ANTONIO LIVESTOCK EXPOSITION INC 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 SAN ANTONIO LIVESTOCK EXPOSITION EDUCATION FUND INC I 16105653 ACTUAL AMOUNTS OF BALANCES TRANSF