2017-11-09T14:26:07-06:00 2016-12-31 203992693 RANDY WALKER & CO 7800 IH 10 West Ste 505 San Antonio TX 78230 990 2016-01-01 740878900 THE GREATER SAN ANTONIO CHAMBER OF COMMERCE GREA 2102292100 602 E COMMERCE SAN ANTONIO TX 78205 RICHARD PEREZ PRESIDENT/CEO 2102292100 2017-10-31 1 Randy L Walker CPA P00963779 2103669430 23.116.216.57 2017-10-31 09:42:50 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 EF297F2C31CFDC66CDABED1E8E604CA10BC30FD4 2016 2018-03-14 21:41:22Z RICHARD PEREZ 602 E COMMERCE SAN ANTONIO TX 78205 4262931 0 X WWW.SACHAMBER.ORG X 1895 TX TO BE AN ADVOCATE FOR ALL OUR MEMBERS AND THE BUSINESS COMMUNITY IN BUILDING AND SUSTAINING A DIVERSE AND PROSPEROUS ECONOMY. 124 123 38 1953 17486 0 31769 109876 2539155 2392193 -4091 3609 720517 881665 3287350 3387343 0 0 0 0 1911169 1983139 0 0 0 1329565 1345061 3240734 3328200 46616 59143 4494242 4386820 2236006 2069441 2258236 2317379 TO BE AN ADVOCATE FOR ALL OUR MEMBERS AND THE BUSINESS COMMUNITY IN BUILDING AND SUSTAINING A DIVERSE AND PROSPEROUS ECONOMY. 0 0 THE ECONOMIC DEVELOPMENT WORK OF THE CHAMBER PROVIDES PROGRAMS FOR OUR APPROXIMATELY 1,953 MEMBER BUSINESSES WHICH ARE DESIGNED TO HELP BUSINESSES GROW AND THRIVE, AND TO PROVIDE A POSITIVE ENVIRONMENT FOR INDUSTRY SECTORS AND TO EXPAND THEIR EFFORTS IN THE GREATER SAN ANTONIO REGION. PROGRAMS INCLUDE RECRUITING AND RETAINING MEMBERS FOR THE ORGANIZATION AND EVENTS,INDUSTRY DISCUSSIONS, NEWS AND INFORMATION, EDUCATIONAL PRODUCTS AND SERVICES THAT HELP MEMBERS LEARN HOW INDUSTRIES AND BUSINESSES ARE EXPANDING AND HOW AN ORGANIZATION CAN UTILIZE RESOURCES TO GROW THEIR ORGANIZATIONS. THE ADVOCACY WORK OF THE CHAMBER FOCUSES ON BUILDING STRONG RELATIONSHIPS WITH ELECTED OFFICIALS AT THE LOCAL, COUNTY, STATE AND NATIONAL LEVELS, AS WELL AS BUILDING RELATIONSHIPS WITH ORGANIZATIONS THAT RELATE TO THE LEGISLATIVE PROCESS WHO ARE FOCUSED ON PRO-BUSINESS ADVOCACY. THE RELATIONSHIPS ARE BUILT THROUGH ADVOCACY EVENTS, ISSUE SPECIFIC GROUPS AND COMMITTEE WORK, TRAVEL THROUGHOUT THE REGION, TO AUSTIN, TX AND WASHINGTON DC, ONE ON ONE MEETINGS WITH LEGISLATORS FOR CHAMBER LEADERSHIP AND MEMBERS, PRO-BUSINESS COMMUNICATIONS, EDUCATIONAL WORKSHOPS, AND COORDINATING ONGOING PRESENTATIONS AND MEETING WITH LEGISLATORS FOR CHAMBER MEMBERS AND THE BUSINESS COMMUNITY. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 1 1 38 1 1 1 0 0 0 1 1 0 X 124 123 0 0 0 0 1 1 1 1 1 0 0 1 1 1 0 1 1 1 1 0 X X IMELDA DAVIS 2102992106 602 E COMMERCE SAN ANTONIO TX 78205 Adam Hamilton Director 2.00 X 0 0 0 Albert Carrizales Director 2.00 X 0 0 0 Andrea Smith Director 2.00 X 0 0 0 Arthur Coulombe Director 2.00 X 0 0 0 Ashley Cardenas Director 2.00 X 0 0 0 Berto Guerra Director 2.00 X 0 0 0 Robert Bo Gilbert Director 2.00 X 0 0 0 Bobby Perez Director 2.00 X 0 0 0 Brad Morrison Director 2.00 X 0 0 0 Brian Sullivan Director 2.00 X 0 0 0 Bruce Bugg Director 2.00 X 0 0 0 Bruce Leslie Director 2.00 X 0 0 0 Byron LeFlore Director 2.00 X 0 0 0 Carl Lum Director 2.00 X 0 0 0 Chad Muller Director 2.00 X 0 0 0 Danny Anderson Director 2.00 X 0 0 0 David Bohne Director 2.00 X 0 0 0 David Crouch Director 2.00 X 0 0 0 David Drasata Director 2.00 X 0 0 0 David McGee Director 2.00 X 0 0 0 Debbie Serot Director 2.00 X 0 0 0 Diane Warren Director 2.00 X 0 0 0 Dlorah Martin Director 2.00 X 0 0 0 Dya Celeste Campos Director 2.00 X 0 0 0 Ed Bucholtz Director 2.00 X 0 0 0 Ed Rice Director 2.00 X 0 0 0 Ed Cross Director 2.00 X 0 0 0 Eddie Aldrete Director 2.00 X 0 0 0 Elaine Mendoza Director 2.00 X 0 0 0 Eric Epley Director 2.00 X 0 0 0 Esteban Lopez Director 2.00 X 0 0 0 Gary Cram Director 2.00 X 0 0 0 Gary Dudley Director 2.00 X 0 0 0 Geoff Crabtree Director 2.00 X 0 0 0 George Scofield Director 2.00 X 0 0 0 Gerardo Interiano Director 2.00 X 0 0 0 Greg Souquette Director 2.00 X 0 0 0 Henry Feldman Director 2.00 X 0 0 0 James Smith Jr Director 2.00 X 0 0 0 Janie Barrerra Director 2.00 X 0 0 0 Jay Galloway Director 2.00 X 0 0 0 Jeff Arndt Director 2.00 X 0 0 0 Jim Greenwood Director 2.00 X 0 0 0 Jim Jeffery Director 2.00 X 0 0 0 Jim Morgan Director 2.00 X 0 0 0 Joe Bray Director 2.00 X 0 0 0 Joe Rafferty Director 2.00 X 0 0 0 John Bibb Director 2.00 X 0 0 0 John Dickson Director 2.00 X 0 0 0 John Shank Director 2.00 X 0 0 0 Jon McDowell Director 2.00 X 0 0 0 Jorge Calderon Director 2.00 X 0 0 0 Karine Alderete Director 2.00 X 0 0 0 Katie Harvey Director 2.00 X 0 0 0 Keith Hom Director 2.00 X 0 0 0 Ken Haynes Director 2.00 X 0 0 0 Kevin Dinnin Director 2.00 X 0 0 0 Laura Dixon Director 2.00 X 0 0 0 Leo Gomez Director 2.00 X 0 0 0 Lisa Ebrom Director 2.00 X 0 0 0 Lisa Friel Director 2.00 X 0 0 0 Marilu Reyna Director 2.00 X 0 0 0 Mario Barrerra Director 2.00 X 0 0 0 Mario Lozoya Director 2.00 X 0 0 0 Marise McDermott Director 2.00 X 0 0 0 Mary DeLay Director 2.00 X 0 0 0 Michael Rowland Director 2.00 X 0 0 0 Mike Fresher Director 2.00 X 0 0 0 Mike Kiolbassa Director 2.00 X 0 0 0 Mike Sohn Director 2.00 X 0 0 0 Morris Camp Director 2.00 X 0 0 0 Nathanael Tarwasokono Director 2.00 X 0 0 0 Navarra Williams Director 2.00 X 0 0 0 Pam Cox Director 2.00 X 0 0 0 Patrick Tobin Director 2.00 X 0 0 0 Paul Johnson Director 2.00 X 0 0 0 Paula Gold Williams Director 2.00 X 0 0 0 Peter John Holt Director 2.00 X 0 0 0 Rene Flores Director 2.00 X 0 0 0 Rhonda Calvert Director 2.00 X 0 0 0 Rick Rosenblum Director 2.00 X 0 0 0 Robert Puente Director 2.00 X 0 0 0 Robert Thrailkill Director 2.00 X 0 0 0 Roberto Espinosa Director 2.00 X 0 0 0 Roger Hemminghaus Director 2.00 X 0 0 0 Ruben Barrerra Director 2.00 X 0 0 0 Russ Bookbinder Director 2.00 X 0 0 0 Sam Dawson Director 2.00 X 0 0 0 Shana Robinson Director 2.00 X 0 0 0 Shaun Kennedy Director 2.00 X 0 0 0 Shay Bluntzer Director 2.00 X 0 0 0 Sr Kathleen Coughlin Director 2.00 X 0 0 0 Stephen Arnold Director 2.00 X 0 0 0 Stephen Cavender Director 2.00 X 0 0 0 Susan Pape Director 2.00 X 0 0 0 Suzanne Scott Director 2.00 X 0 0 0 Tammi Woodard Director 2.00 X 0 0 0 Tim Sullivan Director 2.00 X 0 0 0 Tock McRae Director 2.00 X 0 0 0 Tom Cury Director 2.00 X 0 0 0 Tom Silliman Director 2.00 X 0 0 0 Travis Pearson Director 2.00 X 0 0 0 Tyler Schroeder Director 2.00 X 0 0 0 Valerie Gonzalez-Handly Director 2.00 X 0 0 0 Vanessa Hurd Director 2.00 X 0 0 0 Vicki Perkins Director 2.00 X 0 0 0 Vince Fertitta Director 2.00 X 0 0 0 William Brendel Director 2.00 X 0 0 0 William Bill Brotherton Director 2.00 X 0 0 0 Richard Perez President 40.00 X X 251057 0 26407 Renee Flores Chairman 2.00 X X 0 0 0 Rad Weaver Chairman-elect 2.00 X X 0 0 0 Henry Cisneros Immediate Past Chairman 2.00 X X 0 0 0 David Heard Vice Chair 2.00 X X 0 0 0 Debbie Marino Vice Chair 2.00 X X 0 0 0 Janie Gonzalez Vice Chair 2.00 X X 0 0 0 Mauli Agrawal Vice Chair 2.00 X X 0 0 0 Mario Barrera Legal Advisor 2.00 X X 0 0 0 Shaun Kennedy Operating Council Chair 2.00 X X 0 0 0 Elaine Mendoza Public Affairs, Council chair 2.00 X X 0 0 0 Dan Gostylo Economic Dvpt, Council chair 2.00 X X 0 0 0 Denise Green Education/Workforce, Council chair 2.00 X X 0 0 0 John Dixon Cybersecurity, Council Chair 2.00 X X 0 0 0 Mike Kelly Military Affairs, Council chair 2.00 X X 0 0 0 Imelda M Davis VICE PRESIDENT FINANCE 40.00 X 87929 0 11669 David Petersen EXEC VICE PRESIDENT 40.00 X 141877 0 12766 William Garrett Vice President of Cyber Security 40.00 X 109468 0 12774 Tuesdae Knight Vice President of Membership 40.00 X 120999 0 20813 711330 0 84429 4 0 1 0 0 109876 109876 MEMBERSHIP DUES, NET 900099 2341636 2341636 MEMBER SERVICES 900099 35071 33071 2000 PUBS AND ADVERTISING 511120 15486 15486 2392193 3609 3609 78838 27990 50848 50848 50848 1465588 840590 624998 624998 16825 7008 9817 9817 SA CONNECT PROJECT INCOME 900099 140256 140256 OTHER INCOME 900099 55102 55102 SAFFE GRANT REVENUE 900099 644 644 196002 3387343 2425555 17486 834426 531704 1258286 38962 19863 134324 37000 232207 166398 34522 39127 37745 66759 98167 185109 COUNCIL EXPENSE 268042 REPAIRS AND MAINTENANCE 71736 CONTINGENCY EXPENSE 70848 SMALL BUSINESS RESOURCE 37401 3328200 1768043 1325711 901135 1430204 1248162 1021394 51400 127815 2158413 1692717 509502 465696 16000 16000 4494242 4386820 272157 410742 1880957 1651497 82892 7202 2236006 2069441 X 2258236 2317379 2258236 2317379 4494242 4386820 59143 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2341636 37000 37000 117082 -80082 1356493 1063818 292675 801920 628899 173021 465696 OTHER LIABILITIES 7202 7202 4262931 0 4262931 -875588 -875588 3387343 4203788 875588 875588 3328200 0 3328200 Part XI, Line 4b - Other Adjustments: EVENT EXPENSES -847,598. RENTAL EXPENSES -27,990. Part XII, Line 2d - Other Adjustments: EVENT EXPENSES 847,598. RENTAL EXPENSES 27,990. SPECIAL EVENTS 1465588 1465588 840590 1465588 1465588 840590 840590 624998 16825 7008 1 1.00000 16825 7008 7008 9817 TX 0 FUNDRAISING EVENT. 0 0 0 1.00000 IMELDA M DAVIS 602 E COMMERCE SAN ANTONIO TX 78205 0 SHAUN KENNEDY 0 OPERATING COUNCIL CHAIR RESPONSIBLE FOR COORDINATING THE RAFFLE FUNDRAISER HELD DURING THE 2016 ANNUAL GALA. X 0 X 1 1 X X X X 0 0 0 Richard Perez President 226742 0 24315 0 0 0 18000 0 8407 0 277464 0 0 0 David Petersen EXEC VICE PRESIDENT 141877 0 0 0 0 0 6466 0 6300 0 154643 0 0 0 Part I, Line 1a CERTAIN EXECUTIVES OF THE CHAMBER ARE ALLOWED EXPENSE ACCOUNTS WHEN UTILIZED FOR CHAMBER BUSINESS, PRIMARILY THROUGH THE USE OF CORPORATE CREDIT CARDS. THE CREDIT CARD STATEMENTS AND SUPPORTING RECEIPTS ARE REVIEWED MONTHLY BY THE EXECUTIVE VICE PRESIDENT. IN THE CASE OF THE EXECUTIVE VICE PRESIDENT, THE STATEMENT AND SUPPORTING RECEIPTS ARE REVIEWED BY THE PRESIDENT/CEO, AND IN THE CASE OF THE PRESIDENT/CEO, BY THE CHAIRMAN OF THE CHAMBER'S FINANCE COMMITTEE. EXPENSES ARE ONLY ALLOWED FOR GOODS OR SERVICES WHICH CAN BE SHOWN TO BE BENEFICIAL TO THE ORGANIZATION AND CONSISTENT WITH THE MISSION OF THE CHAMBER. Part I, Line 3 THE ASSOCIATION PERIODICALLY REVIEWS SALARY COMPARABILITY DATA FOR ITS EXECUTIVE OFFICERS. THIS DATA MAY BE PURCHASED, OBTAINED FROM OTHER CHAMBERS OF COMMERCE, OR FROM OTHER SOURCES. THIS PROCESS WAS LAST PERFORMED IN DECEMBER 2016. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION THE GREATER SAN ANTONIO CHAMBER OF COMMERCE 602 E. COMMERCE SAN ANTONIO, TX 78205 EMPLOYER IDENTIFICATION NUMBER: 74-0878900 FOR THE YEAR ENDING DECEMBER 31, 2016 THE GREATER SAN ANTONIO CHAMBER OF COMMERCE IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). Form 990, Part VI, Section A, line 6 THE ORGANIZATION HAS INDIVIDUAL AND BUSINESS MEMBERS THAT COMPRISE THE TOTAL MEMBERSHIP OF THE ORGANIZATION. MEMBERS INTERACT WITH OTHER MEMBERS TO PROMOTE THE BUSINESS OF THE COMMUNITY AND THE WELL BEING OF THE CITY. Form 990, Part VI, Section A, line 7a EACH MEMBER, EXCEPT FOR EX-OFICIO MEMBERS, IS ENTITLED TO ONE VOTE. Form 990, Part VI, Section A, line 7b EACH MEMBER, EXCEPT FOR EX-OFICIO MEMBERS, IS ENTITLED TO ONE VOTE. Form 990, Part VI, Section B, line 11b THE FORM 990 IS PREPARED BY THE ASSOCIATION'S INDEPENDENT PUBLIC ACCOUNTING FIRM, REVIEWED BY THE ASSOCIATION'S MANAGEMENT, AND THEN REVIEWED BY THE FINANCE COMMITTEE PRIOR TO FILING. Form 990, Part VI, Section B, line 15 THE ASSOCIATION PERIODICALLY REVIEWS SALARY COMPARABILITY DATA FOR ITS EXECUTIVE OFFICERS. THIS DATA MAY BE PURCHASED, OBTAINED FROM OTHER CHAMBERS OF COMMERCE, OR FROM OTHER SOURCES. THIS PROCESS WAS LAST PERFORMED IN DECEMBER 2016. Form 990, Part VI, Section C, line 19 THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S PROCESS FOR ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR. Every five years the Finance Committee SENDS REQUESTS FOR PROPOSALS (RFP) FROM THE MEMBER AUDIT FIRMS. Based on THE RFP's received, the committee decides, with recommendations from the Chamber, which audit company is awarded the five year contract.