SAN ANTONIO LIVESTOCK EXPOSITION EDUCATIONAL FUND INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SAN ANTONIO LIVESTOCK EXPOSITION EDUCATIONAL FUND INC (EIN 45-4533237)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2017-10-16
- IRS object ID
- 201712899349300731
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-16T08:42:13-05:00 | ReturnTs |
| Tax Period End | 2017-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742386663 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAASS LINDOW & CAMPSEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8122 DATAPOINT DR SUITE 830 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454533237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN ANTONIO LIVESTOCK EXPOSITION | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATIONAL FUND INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANA | BusinessNameControlTxt |
| Phone | 2102255851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 200230 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH MARTIN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR OF S.A.L.E. | PersonTitleTxt |
| Phone | 2102255851 | PhoneNum |
| Signature | 2017-08-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLINE LINDOW | PreparerPersonNm |
| PTIN | P00986921 | PTIN |
| Phone | 2106970660 | PhoneNum |
| Preparation | 2017-08-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEITH MARTIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 723 ATT CENTER PARKWAY | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,094,569 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SARODEO.COM | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE SAN ANTONIO LIVESTOCK EXPOSITION EDUCATION FUND, INC. (EDUCATION FUND) WAS FORMED IN 2011 AND RECEIVED IRS APPROVAL AS A NONPROFIT ORGANIZATION IN FEBRUARY 2013. IT WAS FORMED AS A SUPPORTING ORGANIZATION TO SAN ANTONIO LIVESTOCK EXPOSITION, INC (S.A.L.E.) FEDERAL ID# 74-1075466, AND WILL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF S.A.L.E. THE EDUCATION FUND IS INTENDED TO BE A TYPE I SUPPORTING ORGANIZATION, ONE THAT IS OPERATED, SUPERVISED, OR CONTROLLED BY A PUBLICLY SUPPORTED ORGANIZATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,185,465 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,111,813 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $422,667 | PYInvestmentIncomeAmt |
| CY Investment Income | $615,817 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,608,132 | PYTotalRevenueAmt |
| CY Total Revenue | $6,727,630 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,048,416 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,734,614 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $213,652 | PYOtherExpensesAmt |
| CY Other Expenses | $215,530 | CYOtherExpensesAmt |
| PY Total Expenses | $4,262,068 | PYTotalExpensesAmt |
| CY Total Expenses | $2,950,144 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $346,064 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,777,486 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,650,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,940,879 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,653,111 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,011,624 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $997,035 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,929,255 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SAN ANTONIO LIVESTOCK EXPOSITION EDUCATION FUND, INC. (EDUCATION FUND) WAS FORMED IN 2011 AND RECEIVED IRS APPROVAL AS A NONPROFIT ORGANIZATION IN FEBRUARY 2013. IT WAS FORMED AS A SUPPORTING ORGANIZATION TO SAN ANTONIO LIVESTOCK EXPOSITION, INC (S.A.L.E.) FEDERAL ID# 74-1075466, AND WILL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF S.A.L.E. THE EDUCATION FUND IS INTENDED TO BE A TYPE I SUPPORTING ORGANIZATION, ONE THAT IS OPERATED, SUPERVISED, OR CONTROLLED BY A PUBLICLY SUPPORTED ORGANIZATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,932,794 | ExpenseAmt |
| Grant | $2,734,614 | GrantAmt |
| Desc | DURING THE FISCAL YEAR ENDED MARCH 31, 2015, S.A.L.E. (SAN ANTONIO LIVESTOCK EXPOSITION, INC.) TRANSFERRED CASH, INVESTMENTS AND THE CORRESPONDING SCHOLARSHIP AND GRANT LIABILITY TO THE EDUCATION FUND (SAN ANTONIO LIVESTOCK EXPOSITION EDUCATIONAL FUND, INC.) SUCH THAT IT COULD ADMINISTER AND PAY THE SCHOLARSHIPS AND GRANTS. S.A.L.E. AND THE EDUCATION FUND HAD AN AUDIT PERFORMED OF THE CONSOLIDATED FINANCIAL STATEMENTS FOR THEIR FISCAL YEAR ENDED MARCH 31, 2017. IN THE FISCAL YEAR ENDED MARCH 31, 2017, $6,011,463 WAS TRANSFERRED FROM S.A.L.E. TO THE EDUCATION FUND AS A DONATION. ADDITIONAL SCHOLARSHIPS AND GRANTS OF $2,734,614 (561 RECIPIENTS) WERE AWARDED AS OF MARCH 31, 2017. | Desc |
| Total Program Service Expenses | $2,932,794 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETTY ROST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2102255851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 723 ATT CENTER PARKWAY | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78219 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| TINA HAYNES | |||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAT FROST | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RUSTY COLLIER | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK COLAW | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD M TRES KLEBERG III | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM MOORE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NORM NEVINS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JACKIE VAN DE WALLE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES F CLINGMAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH MARTIN | |||||||
| EXECUTIVE DIRECTOR | 2.00 | $557,961 | $0 | $22,977 | 50.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $557,961 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,977 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,111,813 | AllOtherContributionsAmt |
| Total Contributions | $6,111,813 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $431,464 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $431,464 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,551,292 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,366,939 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $184,353 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,353 | TotalRevenueColumnAmt |
| Exclusion | $184,353 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,727,630 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $431,464 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $184,353 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,734,614 | TotalAmt |
| Program Services | $2,734,614 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,512 | TotalAmt |
| Management And General | $3,512 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MANAGEMENT FEE | $125,000 | $125,000 | |
| INVESTMENT FEES AND CHA | $73,180 | $73,180 | |
| INSURANCE | $11,988 | $11,988 | |
| LEGAL AND PROFESSIONAL | $1,850 | $1,850 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,950,144 | TotalAmt |
| Program Services | $2,932,794 | ProgramServicesAmt |
| Management And General | $17,350 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $748,555 | BOYAmt |
| EOY | $4,154,565 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,826,028 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,981 | BOYAmt |
| EOY | $6,008 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,038,348 | BOYAmt |
| EOY | $10,735,142 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,998,512 | BOYAmt |
| EOY | $6,001,443 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,023 | BOYAmt |
| EOY | $3,512 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,699 | BOYAmt |
| EOY | $40,209 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,650,146 | BOYAmt |
| EOY | $20,940,879 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,000 | BOYAmt |
| EOY | $248,500 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,128,111 | BOYAmt |
| EOY | $11,363,124 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,400,000 | BOYAmt |
| EOY | $4,400,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,653,111 | BOYAmt |
| EOY | $16,011,624 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767,099 | BOYAmt |
| EOY | $4,699,319 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,936 | BOYAmt |
| EOY | $229,936 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $997,035 | BOYAmt |
| EOY | $4,929,255 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,650,146 | BOYAmt |
| EOY | $20,940,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,777,486 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $154,734 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN ANTONIO LIVESTOCK EXPOSITION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741075466 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $334,777 | BeginningYearBalanceAmt |
| Contributions | $1,836,152 | ContributionsAmt |
| Investment Earnings Or Losses | $1,407 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,355 | AdministrativeExpensesAmt |
| End Year Balance | $2,166,981 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $333,772 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,005 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $334,777 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $332,633 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,139 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $333,772 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $331,152 | ContributionsAmt |
| Investment Earnings Or Losses | $1,481 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $332,633 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.89390 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.10610 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROST TOTAL RETURN BOND FUND | Desc |
| Book Value | $6,001,443 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,001,443 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT PORTION - SCHOLARSHIPS | Desc |
| Amt | $4,400,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,400,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $35,587,919 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $238,624 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $28,621,665 | OtherRevenueAmt |
| Revenue Not Reported | $28,860,289 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,727,630 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,727,630 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,853,499 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $28,903,355 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $28,903,355 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,950,144 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,950,144 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INITIAL PRINCIPAL CONTRIBUTION IS PERMANENTLY RESTRICTED AND THE EARNINGS FROM THIS IS TO BE USED TO FUND SCHOLARSHIPS. THE INITIAL CONTRIBUTIONS WERE FOR $229,936. TRANSFERS OF $1,836,152 WERE MADE DURING THE FYE ENDED 3/31/17 THAT WERE DESIGNATED AS PART OF THE NEW KEITH MARTIN ENDOWMENT FUND BY THE BOARD. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED FINANCIAL WITH S.A.L.E. - S.A.L.E.'S ALLOCATION |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED FINANCIAL WITH S.A.L.E. - S.A.L.E.'S ALLOCATION |
| SCHEDULE D, PART V, LINE 4 | PRIOR TO THE CURRENT YEAR, DONORS CONTRIBUTED $229,936 FOR SCHOLARSHIP ENDOWMENTS. ALTHOUGH NOT FORMALIZED, THE AGREEMENTS WOULD LIMIT THE EARNINGS FROM THESE ENDOWMENTS TO BE USED TO FUND SCHOLARSHIPS FOR THE POOR AND NEEDY. THE TOTAL OF THESE TWO ENDOWMENTS AND INTEREST EARNED TOTALED $334,777 THROUGH MARCH 31, 2016, AND HAVE BEEN INVESTED CONSERVATIVELY IN CERTIFICATES OF DEPOSIT SINCE THEIR INITIAL DONATIONS. DURING FYE 3/31/17, THE BOARD TRANSFERRED THESE FUNDS, AND AN ADDITIONAL $1,836,152 AND CREATED THE KEITH MARTIN ENDOWMENT FUND. THE BALANCE IN THE KEITH MARTIN ENDOWMENT FUND WAS $2,166,981 AS OF MARCH 31, 2017. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (63 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| ACU BOX 29007 | ABILENE | TX | 79699 | 750851900 | 501 (C)(3) | $17,625 | SCHOLARSHIPS FOR STUDENTS |
| ALAMO COMMUNITY COLLEGE DISTRICT | |||||||
| 811 W HOUSTON ST SUITE 240 | SAN ANTONIO | TX | 78204 | 746002173 | PUBLIC SCHOOL | $113,251 | SCHOLARSHIPS FOR STUDENTS |
| ANGELO STATE UNIVERSITY | |||||||
| PO BOX 11015 | SAN ANGELO | TX | 76909 | 756002403 | PUBLIC SCHOOL | $121,631 | SCHOLARSHIPS FOR STUDENTS |
| ART INSTITUTE OF CHICAGO THE | |||||||
| 111 SOUTH MICHIGAN AVE | CHICAGO | IL | 60603 | 362167725 | 501 (C)(3) | $7,539 | SCHOLARSHIPS FOR STUDENTS |
| BAYLOR UNIVERSITY | |||||||
| ONE BEAR PLACE | WACO | TX | 76798 | 741159753 | 501 (C)(3) | $27,068 | SCHOLARSHIPS FOR STUDENTS |
| BEXAR COUNTY MASTER GARDENERS | |||||||
| 3355 CHERRY RIDGE DR 208 | SAN ANTONIO | TX | 78230 | 742600978 | 501 (C)(3) | $33,300 | GENERAL SUPPORT |
| BLINN COLLEGE | |||||||
| 902 COLLEGE AVE | BRENHAM | TX | 77833 | 746000400 | PUBLIC SCHOOL | $49,316 | SCHOLARSHIPS FOR STUDENTS |
| CLARENDON COLLEGE | |||||||
| PO BOX 968 | CLARENDON | TX | 79226 | 756055652 | PUBLIC SCHOOL | $10,750 | SCHOLARSHIPS FOR STUDENTS |
| CONCORDIA UNIVERSITY TEXAS | |||||||
| 11400 CONCORDIA UNIVERSITY DRIVE | AUSTIN | TX | 78726 | 741161941 | PUBLIC SCHOOL | $6,000 | SCHOLARSHIPS FOR STUDENTS |
| DALLAS BAPTIST UNIVERSITY | |||||||
| 3000 MOUNTAIN CREEK PKWY | DALLAS | TX | 75211 | 756001300 | 501 (C)(3) | $6,000 | SCHOLARSHIPS FOR STUDENTS |
| HARDIN-SIMMONS UNIVERSITY | |||||||
| HSU 16025 | ABILENE | TX | 79698 | 750808791 | PUBLIC SCHOOL | $19,643 | SCHOLARSHIPS FOR STUDENTS |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | 381374230 | 501 (C)(3) | $5,700 | SCHOLARSHIPS FOR STUDENTS |
| HILL COLLEGE | |||||||
| PO BOX 619 | HILLSBORO | TX | 76645 | 741404239 | PUBLIC SCHOOL | $7,250 | SCHOLARSHIPS FOR STUDENTS |
| HOUSTON BAPTIST UNIVERSITY | |||||||
| 7502 FONDREN ROAD | HOUSTON | TX | 77074 | 741400699 | PRIVATE SCHOOL | $5,000 | SCHOLARSHIPS FOR STUDENTS |
| LUBBOCK CHRISTIAN UNIVERSITY | |||||||
| 5601 19TH ST | LUBBOCK | TX | 79407 | 750950119 | 501 (C)(3) | $5,000 | SCHOLARSHIPS FOR STUDENTS |
| MCLENNAN COMMUNITY COLLEGE | |||||||
| 1400 COLLEGE DR | WACO | TX | 76708 | 741541260 | PUBLIC SCHOOL | $6,000 | SCHOLARSHIPS FOR STUDENTS |
| MIDWESTERN STATE UNIVERSITY | |||||||
| 3410 TAFT BLVD | WICHITA FALLS | TX | 76308 | 756001738 | PUBLIC SCHOOL | $17,874 | SCHOLARSHIPS FOR STUDENTS |
| NAVARRO COLLEGE | |||||||
| 3200 W 7TH AVE | CORSICANA | TX | 75110 | 756002129 | PUBLIC SCHOOL | $5,500 | SCHOLARSHIPS FOR STUDENTS |
| NEW HAMPSHIRE INSTITUTE OF ART | |||||||
| 148 CONCORD ST | MANCHESTER | NH | 03104 | 020222154 | 501 (C)(3) | $11,132 | SCHOLARSHIPS FOR STUDENTS |
| OUR LADY OF THE LAKE UNIVERSITY | |||||||
| 411 SW 24TH ST | SAN ANTONIO | TX | 78207 | 741109631 | 501 (C)(3) | $57,500 | SCHOLARSHIPS FOR STUDENTS |
| PARKS & WILDLIFE FOUNDATION OF TEXAS INC | |||||||
| 2914 SWISS AVENUE | DALLAS | TX | 75204 | 742602504 | STATE GOVERNMENT | $47,500 | PUBLIC SUPPORT |
| PRAIRIE VIEW A&M UNIVERSITY | |||||||
| PO BOX 1005 | PRAIRIE VIEW | TX | 77446 | 746001078 | PUBLIC SCHOOL | $35,688 | SCHOLARSHIPS FOR STUDENTS |
| RICE UNIVERSITY | |||||||
| 6100 MAIN ST | HOUSTON | TX | 77005 | 741109620 | 501 (C)(3) | $9,000 | SCHOLARSHIPS FOR STUDENTS |
| SAM HOUSTON STATE UNIVERSITY | |||||||
| PO BOX 2537 | HUNTSVILLE | TX | 77341 | 746001430 | PUBLIC SCHOOL | $170,659 | SCHOLARSHIPS FOR STUDENTS |
| SAN ANTONIO BOTANICAL SOCIETY | |||||||
| 555 FUNSTON PLACE | SAN ANTONIO | TX | 78209 | 742178792 | 501 (C)(3) | $13,450 | GENERAL SUPPORT |
| SAN JACINTO COMMUNITY COLLEGE DISTRICT | |||||||
| 4626 FAIRMONT PKWY SUITE 103 | HOUSTON | TX | 77504 | 746028285 | PUBLIC SCHOOL | $11,324 | SCHOLARSHIPS FOR STUDENTS |
| SCHREINER UNIVERSITY | |||||||
| 2100 MEMORIAL BLVD | KERRVILLE | TX | 78028 | 741193459 | 501 (C)(3) | $13,750 | SCHOLARSHIPS FOR STUDENT |
| SOUTH PLAINS COLLEGE | |||||||
| 1401 S COLLEGE AVE | LEVELLAND | TX | 79336 | 756004667 | PUBLIC SCHOOL | $18,750 | SCHOLARSHIPS FOR STUDENTS |
| ST MARY'S UNIVERSITY | |||||||
| ONE CAMINO SANTA MARIA | SAN ANTONIO | TX | 78228 | 741143128 | 501 (C)(3) | $92,188 | SCHOLARSHIPS FOR STUDENTS |
| STEPHEN F AUSTIN STATE UNIVERSITY | |||||||
| 1936 NORTH ST | NACOGDOCHES | TX | 75962 | 756002514 | PUBLIC SCHOOL | $18,730 | SCHOLARSHIPS FOR STUDENTS |
| SUL ROSS STATE UNIVERSITY | |||||||
| PO BOX C-144 | ALPINE | TX | 79832 | 746000027 | PUBLIC SCHOOL | $78,000 | SCHOLARSHIPS FOR STUDENTS |
| SW TEXAS JUNIOR COLLEGE | |||||||
| 2401 GARNER FIELD RD | UVALDE | TX | 78801 | 746002420 | PUBLIC SCHOOL | $22,425 | SCHOLARSHIPS FOR STUDENTS |
| TARLETON STATE UNIVERSITY | |||||||
| 1333 W WASHINGTON | STEPHENVILLE | TX | 76401 | 756001870 | PUBLIC SCHOOL | $185,370 | SCHOLARSHIPS FOR STUDENTS |
| TEXAS 4-H YOUTH DEVELOPMENT FOUNDATION | |||||||
| PO BOX 11020 | COLLEGE STATION | TX | 77842 | 746091147 | 501 (C)(3) | $6,250 | SCHOLARSHIPS FOR STUDENTS AND GENERAL SUPPORT |
| TEXAS A&M FOUNDATION | |||||||
| 401 GEORGE BUSH DR | COLLEGE STATION | TX | 77840 | 742245072 | 501 (C)(3) | $100,000 | GENERAL SUPPORT |
| TEXAS A&M UNIVERSITY | |||||||
| 401 GEORGE BUSH DR | COLLEGE STATION | TX | 77840 | 746000531 | PUBLIC SCHOOL | $982,715 | SCHOLARSHIPS FOR STUDENTS |
| TEXAS A&M UNIVERSITY COMMERCE | |||||||
| PO BOX 3011 | COMMERCE | TX | 75429 | 756001353 | PUBLIC SCHOOL | $23,250 | SCHOLARSHIPS FOR STUDENTS |
| TEXAS A&M UNIVERSITY AT CORPUS CHRISTI | |||||||
| 6300 OCEAN DR | CORPUS CHRISTI | TX | 78412 | 741760663 | PUBLIC SCHOOL | $28,000 | SCHOLARSHIPS FOR STUDENTS |
| TEXAS A&M UNIVERSITY AT GALVESTON | |||||||
| PO BOX 1675 | GALVESTON | TX | 77553 | 742125225 | PUBLIC SCHOOL | $16,130 | SCHOLARSHIPS FOR STUDENTS |
| TEXAS A&M KINGSVILLE | |||||||
| 700 UNIVERSITY BLVD | KINGSVILLE | TX | 78363 | 746001530 | PUBLIC SCHOOL | $63,400 | SCHOLARSHIPS FOR STUDENTS |
| TEXAS AGRILIFE EXTENSION SERVICE | |||||||
| 2147 TAMU | COLLEGE STATION | TX | 77843 | 746000531 | PUBLIC SCHOOL | $36,000 | GENERAL SUPPORT |
| TEXAS LUTHERAN UNIVERSITY | |||||||
| 1000 WEST COURT ST | SEGUIN | TX | 78155 | 741109748 | 501 (C)(3) | $10,500 | SCHOLARSHIPS FOR STUDENTS |
| TEXAS SOUTHERN UNIVERSITY | |||||||
| 3100 CLEBURNE ST | HOUSTON | TX | 77004 | 746001391 | 501 (C)(3) | $8,000 | GENERAL SUPPORT |
| TEXAS STATE TECHNICAL COLLEGE FOUNDATION THE DBA REGENTS CIRCLE-WACO | |||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | 752892470 | 501 (C)(3) | $14,400 | SCHOLARSHIPS FOR STUDENTS |
| TEXAS STATE TECHNICAL COLLEGE | |||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | 741646989 | PUBLIC SCHOOL | $6,000 | SCHOLARSHIPS FOR STUDENTS |
| TEXAS STATE UNIVERSITY | |||||||
| 601 UNIVERSITY | SAN MARCOS | TX | 78666 | 746002248 | PUBLIC SCHOOL | $66,591 | SCHOLARSHIPS FOR STUDENTS |
| TEXAS TECH FOUNDATION | |||||||
| PO BOX 42123 | LUBBOCK | TX | 79409 | 756043842 | 501 (C)(3) | $220,000 | GENERAL SUPPORT |
| TEXAS TECH UNIVERSITY | |||||||
| PO BOX 42123 | LUBBOCK | TX | 79409 | 756002622 | PUBLIC SCHOOL | $545,119 | SCHOLARSHIPS FOR STUDENTS |
| THE FOREVER FOUNDATION FOR TEXAS WILDLIFE | |||||||
| 2800 NE LOOP 410 SUITE 105 | SAN ANTONIO | TX | 78218 | 742605516 | 501 (C)(3) | $236,500 | GENERAL SUPPORT |
| TRINITY UNIVERSITY | |||||||
| 715 STADIUM DR | SAN ANTONIO | TX | 78212 | 741109633 | 501 (C)(3) | $60,718 | SCHOLARSHIPS FOR STUDENTS |
| TULSA WELDING SCHOOLHOUSTON CAMPUS INC | |||||||
| 243 GREENS ROAD | HOUSTON | TX | 77060 | 460981933 | PUBLIC SCHOOL | $6,000 | SCHOLARSHIPS FOR STUDENTS AND GENERAL SUPPORT |
| UNIVERSITY OF HOUSTON SYSTEM | |||||||
| 5000 GULF FWY BLDG I RM 109 | HOUSTON | TX | 77204 | 746001399 | PUBLIC SCHOOL | $30,480 | SCHOLARSHIPS FOR STUDENTS |
| UNIVERSITY OF NORTH TEXAS | |||||||
| PO BOX 311370 | DENTON | TX | 76203 | 756002149 | PUBLIC SCHOOL | $10,400 | SCHOLARSHIPS FOR STUDENTS |
| UNIVERSITY OF TEXAS AT ARLINGTON | |||||||
| 701 S NEDDERMAN DR | ARLINGTON | TX | 76019 | 756000121 | PUBLIC SCHOOL | $6,250 | SCHOLARSHIPS FOR STUDENTS |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 7758 UT STATION | AUSTIN | TX | 78713 | 746000203 | PUBLIC SCHOOL | $89,830 | SCHOLARSHIPS FOR STUDENTS |
| UNIVERSITY OF TEXAS FOUNDATION INC | |||||||
| PO BOX 250 | AUSTIN | TX | 78767 | 741587488 | 501 (C)(3) | $291,250 | GENERAL SUPPORT AND SCHOLARSHIPS |
| UNIVERSITY OF TEXAS AT SAN ANTONIO | |||||||
| 6900 N LOOP 1604 | SAN ANTONIO | TX | 78249 | 741717115 | PUBLIC SCHOOL | $66,587 | SCHOLARSHIPS FOR STUDENTS |
| UNIVERSITY OF THE INCARNATE WORD | |||||||
| 4301 BROADWAY | SAN ANTONIO | TX | 78209 | 741109661 | 501 (C)(3) | $68,000 | SCHOLARSHIPS FOR STUDENTS |
| VICTORIA COLLEGE | |||||||
| 2200 E RED RIVE ST | VICTORIA | TX | 77801 | 741994810 | PUBLIC SCHOOL | $6,679 | SCHOLARSHIPS FOR STUDENTS |
| WEATHERFORD COLLEGE | |||||||
| 225 COLLEGE PARK DR | WEATHERFORD | TX | 76086 | 756002862 | PUBLIC SCHOOL | $10,250 | SCHOLARSHIPS FOR STUDENTS |
| WEST TEXAS A&M UNIVERSITY | |||||||
| WTAMU BOX 60939 | CANYON | TX | 79016 | 756031405 | PUBLIC SCHOOL | $149,550 | SCHOLARSHIPS FOR STUDENTS |
| WESTERN TEXAS COLLEGE | |||||||
| 6200 COLLEGE AVE | SNYDER | TX | 79549 | 751310636 | PUBLIC SCHOOL | $5,000 | SCHOLARSHIPS FOR STUDENTS |
| RESCINDED FUNDS | |||||||
| PO BOX 200230 | SAN ANTONIO | TX | 78220 | 454533237 | 501 (C)(3) | -$3,227,011 | RESCINDED FUNDS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH MARTIN | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $457,961 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $100,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $15,788 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,189 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $580,938 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | 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 A BALANCE OF $213,101 WAS RECORDED DURING THE FISCAL YEAR ENDED MARCH 31, 2017. THE INDIVIDUALS ARE: GLEN A. PHILLIPS, DEBBIE SCHRONK, BETTY ROST AND MARTHA MAYNARD. IN ADDITION, AN ACCRUAL OF THESE BENEFITS WERE $231,395 FOR THE FISCAL YEAR ENDED MARCH 31, 2017. 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: GLEN A. PHILLIPS - $21,285, MARTHA MAYNARD - $62,116, DEBBIE SCHRONK - $40,320, AND BETTY ROST - $89,380. 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA HAYNES | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TINA HAYNES IS AN OFFICER/OWNER OF SANGER AND ALTGELT INSURANCE AGENCY | RelationshipDescriptionTxt |
| Transaction | $12,015 | TransactionAmt |
| Transaction | THE EDUCATION FUND/S.A.L.E. HAS PROCURED INSURANCE FROM SANGER AND ALTGELT INSURANCE AGENCY FOR MANY YEARS, AND TINA HAS BEEN AN OFFICER WITH THE EDUCATION FUND AND S.A.L.E. THROUGH THE CURRENT FISCAL YEAR ENDED MARCH 31, 2017. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 7A | DURING S.A.L.E.'S ANNUAL MEETING, THE LIFE MEMBERS ELECT S.A.L.E.'S CURRENT YEAR'S OFFICERS FROM A SELECTED GROUP OF INDIVIDUALS NOMINATED BY THE ELECTION COMMITTEE. THE BOARD MEMBERS OF THE EDUCATION FUND ARE SELECTED FROM THIS GROUP OF ELECTED OFFICERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE, A SUB-COMMITTEE OF S.A.L.E.'S FINANCE COMMITTEE/EXECUTIVE COMMITTEE, ALONG WITH SENIOR MANAGEMENT OF S.A.L.E, 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 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 EDUCATION FUND HAS NO EMPLOYEES. ADMINISTRATIVE AND ACCOUNTING FUNCTIONS ARE TO BE REIMBURSED TO S.A.L.E. |
| 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 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN ANTONIO LIVESTOCK EXPOSITION INC(SALE) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 200230 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741075466 | EIN |
| Primary Activities | THE EDUCATIONAL FUND SERVES AS A SUPPORTING ORGANIZATION TO SALE | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN ANTONIO LIVESTOCK EXPOSITION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SAN ANTONIO LIVESTOCK EXPOSITION INC (SALE) | ||
| C | $6,011,463 | ACTUAL BALANCES TRANSFERRED |
| SAN ANTONIO LIVESTOCK EXPOSITION INC (SALE) | ||
| N | $125,000 | ACTUAL BALANCES TRANSFERRED/ACC'D |