2015-12-14T14:48:21-06:00 2015-04-30 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2014-05-01 741109640 EX-STUDENTS' ASSOCIATION OF UT EX-S 5124718839 PO BOX 7278 AUSTIN TX 78713 LESLIE CEDAR EXECUTIVE DIRECTOR 5124718839 2015-12-09 1 SEAN HOLCOMB P01249221 5123703200 2014 2016-04-25 22:37:26Z LESLIE CEDAR PO BOX 7278 AUSTIN TX 78713 21777549 0 X WWW.TEXASEXES.ORG X 1885 TX WE ARE THE OFFICIAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF TEXAS (SEE CONTINUATION ON SCH. O). THE ASSOCIATION IS RECOGNIZED AS INDISPENSABLE TO THE UT FAMILY, CONNECTING AND ENGAGING SUPPORTERS WITH EACH OTHER AND THE UNIVERSITY; TOGETHER WE WILL LEAD THE CHARGE FOR THE UNIVERSITY AND ITS MISSION TO BE KNOWN WORLDWIDE AS AN INSTITUTION OF THE FIRST CLASS. 24 24 76 500 816944 0 4371118 4095406 2433988 2853840 2682153 1941261 2291822 2289521 11779081 11180028 65216 16403 0 0 4078940 4222535 0 0 69430 4817998 4753047 8962154 8991985 2816927 2188043 66802774 67585664 3012980 2497944 63789794 65087720 X THE ASSOCIATION IS RECOGNIZED AS INDISPENSABLE TO THE UT FAMILY, CONNECTING AND ENGAGING SUPPORTERS WITH EACH OTHER AND THE UNIVERSITY; TOGETHER WE WILL LEAD THE CHARGE FOR THE UNIVERSITY AND ITS MISSION TO BE KNOWN WORLDWIDE AS AN INSTITUTION OF THE FIRST CLASS. 0 0 582837 1045461 MEMBERSHIP, UNIVERSITY SUPPORT AND ALUMNI RELATIONS 394111 424354 PUBLICATION AND COMMUNICATIONS 1521654 16403 SCHOLARSHIP AND STUDENT PROGRAMS 552328 2193404 TRAVEL, SPECIAL EVENTS, OTHER 552328 2193404 3050930 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 64 0 76 1 1 1 1 CJ 0 0 0 1 1 0 0 0 0 X 24 24 0 0 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X AARON KENDALL 5128405612 2110 SAN JACINTO BLVD AUSTIN TX 78712 KAY BAILEY HUTCHISON PRESIDENT 5.00 X X 0 0 0 ANTIONIO GARZA PRESIDENT-ELECT 1.00 X X 0 0 0 CHARLES MATTHEWS CHAIRMAN 1.00 X X 0 0 0 BRYAN JONES TREASURER 1.00 X X 0 0 0 EDUARDO RODRIGUEZ SECRETARY 1.00 X X 0 0 0 STEVE BALLANTYNE DIRECTOR 1.00 X 0 0 0 PAM WILLEFORD DIRECTOR 1.00 X 0 0 0 SONIA PEREZ DIRECTOR 1.00 X 0 0 0 ALFRED JACKSON DIRECTOR 1.00 X 0 0 0 SANDY GOTTESMAN DIRECTOR 1.00 X 0 0 0 JEFFREY TSAI DIRECTOR 1.00 X 0 0 0 AL JONES DIRECTOR 1.00 X 0 0 0 ALFIE MEYERSON DIRECTOR 1.00 X 0 0 0 BUDDIE BALLARD DIRECTOR 1.00 X 0 0 0 RICHARD DEAN HELLER JR DIRECTOR 1.00 X 0 0 0 MADHU CHUGH DIRECTOR 1.00 X 0 0 0 HECTOR DE LEON DIRECTOR 1.00 X 0 0 0 DOUG ENGLISH DIRECTOR 1.00 X 0 0 0 GREGORY FENVES DIRECTOR 1.00 X 0 0 0 BRENT IVERSON DIRECTOR 1.00 X 0 0 0 RICHARD LESHIN DIRECTOR 1.00 X 0 0 0 JUDY TATE DIRECTOR 1.00 X 0 0 0 DENNIS MCWILLIAMS DIRECTOR 1.00 X 0 0 0 LESLIE CEDAR CEO & EXECUTIVE DIRECTOR 40.00 X X 312614 0 28755 JEFF NASH CFO 32.00 X 131000 0 0 KIM GUNDERSEN ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 140808 0 25247 WENDY WHELESS VP OF MARKETING & BUSINESS DEVELOPMENT 40.00 X 108649 0 18208 STEVE BLACKBURN VP OF IT & FACILITIES 40.00 X 121130 0 15871 814201 0 88081 5 0 1 0 EMMIS-TEXAS MONTHLY CUSTOM PUBLISHING PO BOX 1569 AUSTIN TX 78767 PUBLISHING SERVICES 546023 BLUE CROSS BLUE SHIELD PO BOX 731428 DALLAS TX 75373 INSURANCE 277771 CATERING BY ROSEMARY INC PO BOX 1361 SAN ANTONIO TX 78295 CATERING SERVICES 275269 FOUR KITCHEN STUDIOS 3415 GREYSTONE DRIVE SUITE 210 AUSTIN TX 78731 WEBSITE DESIGN 218043 BALCONES SPRINGS EXEC RETREAT 104 BALCONES SPRINGS DRIVE MARBLE FALLS TX 78654 STUDENT ORIENTATION CAMP 208962 10 830721 3264685 4095406 EVENTS & PROGRAMS 900099 1000373 1000373 OTHER PROGRAMS 900099 721431 721431 UNIVERSITY SERVICES 900099 667446 667446 TOUR & TRAVEL 561520 464590 464590 2853840 1060498 1060498 205085 0 205085 205085 205085 11478284 10594570 2951 883714 -2951 880763 880763 LICENSING ROYALTIES 900099 1275057 1275057 ADVERTISING 541800 424354 72000 352354 CLASS RINGS, FRAMES & DIRECTORIES 900099 378015 378015 7010 7010 2084436 11180028 2846275 816944 3421403 16403 16403 472369 472369 2902082 2902082 223911 223911 374991 374991 249182 249182 386154 386154 207544 62470 145074 251054 133060 117994 165177 165177 258813 258813 21753 21753 42980 42980 772431 772431 214849 214849 PRINTING & PUBLICATIONS 1021511 904940 116571 SCHOLARSHIP AND AWARD A 444406 444406 FUNCTIONS & EVENTS 390106 390106 MEMBER DEVELOPMENT COST 140106 140106 436163 508552 -141819 69430 8991985 3050930 5871625 69430 804655 1534690 590466 245146 209735 249579 1538048 1332496 300545 347544 22407525 11006940 11383563 11400585 47932914 47095217 2383594 3658063 158166 223614 1501088 1498730 66802774 67585664 757248 462712 798977 733036 1240934 953485 215821 348711 3012980 2497944 X 55145968 56464792 8643826 8622928 63789794 65087720 66802774 67585664 2188043 -890117 0 X X 0 1 X 1 0 X 3953550 3981007 4242011 4371118 4095406 20643092 3953550 3981007 4242011 4371118 4095406 20643092 259979 20383113 3347939 3402635 2943318 2409470 2540640 14644002 325337 324181 288404 391002 385025 1713949 37001043 8359167 0.55090 0.55800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34623 34623 8957362 8991985 599599 149900 0 0 556569 582721 598108 599599 2336997 3505496 65731 58754 96493 34623 255601 139142 145680 149527 149900 584249 876374 65731 58754 96493 34623 255601 70691597 6618818 1989954 3209987 76090382 64968863 3154873 5271930 2704069 70691597 57685058 4184722 5311712 2212629 64968863 55284381 3645260 387544 1632127 57685058 38188633 12638127 6054744 1597123 55284381 1.00000 1 1 1 18617895 8186788 10431107 3789630 2820152 969478 11400585 PRIVATE EQUITY 3658063 F 3658063 CUSTODIAL FUNDS HELD FOR OTHERS 324846 DUE TO RELATED ORGANIZATION 23865 348711 18174915 -890117 8271158 7381041 10793874 386154 386154 11180028 11457306 2851475 2851475 8605831 386154 386154 8991985 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT OPERATIONS AND OUR MEMBERS, AS WELL AS PRODUCE DISTRIBUTIONS FOR AWARDS PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS CONSOLIDATED FOR BOOKS BUT NOT FOR TAX 8,268,207. GAIN OF SALE OF FIXED ASSET 2,951. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS CONSOLIDATED FOR BOOKS BUT NOT FOR TAX 2,613,643. EXPENSE REIMBURSEMENT FROM FOUNDATION 234,881. GAIN OF SALE OF FIXED ASSET 2,951. 1 SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIVERSITY OF TEXAS AT AUSTIN. 22 16403 PART I, LINE 2: ELIGIBILITY IS DETERMINED AS PART OF THE APPLICATION AND SELECTION PROCESS. ONCE FUNDS ARE DISTRIBUTED TO THE SCHOLARSHIP RECIPIENT, THE ORGANIZATION HAS NO CONTROL ON HOW THE FUNDS ARE UTILIZED. X X X X 1 1 X X X X 0 0 0 1 0 0 0 1 0 LESLIE CEDAR CEO & EXECUTIVE DIRECTOR 259635 0 45190 0 7789 0 26000 0 2755 0 341369 0 0 0 KIM GUNDERSEN ASSOCIATE EXECUTIVE DIRECTOR 122308 0 18500 0 0 0 14080 0 11167 0 166055 0 0 0 PART I, LINE 5 THE VP OF MARKETING AND DEVELOPMENT WAS PAID A BONUS OF $15,000 FOR REACHING A SPONSORSHIP GOAL. PART I, LINE 7 AN ANNUAL PERFORMANCE BONUS MAY BE PAYABLE TO THE EXECUTIVE DIRECTOR BASED ON THE INTERNAL AFFAIRS COMMITTEE PERFORMANCE EVALUATION. FORM 990, PART VI, SECTION A, LINE 4 1. ARTICLE VI (OFFICERS), SECTION 1.H.(1) & ARTICLE IX (COMMITTEES), SECTION 4: PRESIDENT APPOINTS STANDING COMMITTEE CHAIRS AND MEMBERS. 2. ARTICLE VII (COUNCIL), SECTION 1.G: DEANS APPOINT COUNCIL REPRESENTATIVES FOR SCHOOLS / COLLEGES. 3. ARTICLE VII (COUNCIL), SECTION 8: CHAPTER ADVISORY BOARD VERBIAGE EDITED TO ACCURATELY REFLECT CURRENT DEFINITION AND RESPONSIBILITIES. 4. ARTICLE VII (COUNCIL), SECTION 10: DETAILED TRANSACTION OF BUSINESS ADDED FOR COUNCIL, UTILIZING BOARD OF DIRECTORS' TRANSACTION OF BUSINESS (ARTICLE V, SECTION 9), LEAVING COUNCIL QUORUM AT 20%. 5. ARTICLE IX (COMMITTEES), SECTION 4.D: ADD FINANCE TO STANDING COMMITTEES. 6. ARTICLE IX (COMMITTEES), SECTION 5: NON-STANDING COMMITTEE MEMBERS ARE APPOINTED BY THEIR COMMITTEE CHAIR AND STAFF LIAISON. FORM 990, PART VI, SECTION A, LINE 6 ANY GRADUATE OR FORMER STUDENT OF THE UNIVERSITY OF TEXAS AT AUSTIN ("THE UNIVERSITY"), ANY MEMBER OF THE FACULTY OR STAFF, OR ANY PERSON WHO EXPRESSES A GENUINE INTEREST IN THE WELFARE OF THE UNIVERSITY MAY BECOME A MEMBER OF THIS ASSOCIATION UPON APPROVAL OF APPLICATION AND PAYMENT OF THE DUES AS PRESCRIBED BY THE BOARD OF DIRECTORS. MEMBERS IN THE ASSOCIATION SHALL BE CLASSIFIED AS ANNUAL MEMBERS AND LIFE MEMBERS, AND THEIR ASSOCIATED RIGHTS AND PRIVILEGES SHALL BE DETERMINED BY THE BOARD OF DIRECTORS. OTHER MEMBERSHIP CLASSES CAN BE ESTABLISHED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE COUNCIL SHALL BE COMPOSED OF A BROAD AND DIVERSE CROSS-SECTION OF MEMBERS WHO REPRESENT THE INTERESTS AND CONCERNS OF THE ASSOCIATION'S VARIOUS CONSTITUENCIES AS THEY RELATE TO THE ASSOCIATION'S GOALS AND ACTIVITIES. COUNCIL MEMBERS SHALL STAY INFORMED OF THE ASSOCIATION'S AND THE UNIVERSITY'S ISSUES AND SHALL PROMOTE THE ASSOCIATION AND ITS ACTIVITIES TO THEIR CONSTITUENCIES. THE COUNCIL ADVISES THE BOARD OF DIRECTORS AND ELECTS OR APPROVES THOSE WHO SERVE ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE & ADMINISTRATION, CFO, AND EXECUTIVE DIRECTOR BEFORE BEING PRESENTED TO THE AUDIT COMMITTEE FOR APPROVAL AND THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANY CONFLICTS OF INTEREST ARE ADDRESSED AT THE BEGINNING OF EACH GOVERNING BODY MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION REVIEWS AND PARTICIPATES IN ANNUAL ASSOCIATION COMPENSATION AND BENEFITS SURVEYS. AN INTERNAL AFFAIRS COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND DETERMINES COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. AN ANNUAL REPORT CONTAINING FINANCIAL AND OTHER ASSOCIATION INFORMATION IS DISTRIBUTED ON AN ANNUAL BASIS. FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. TEXAS EXES SCHOLARSHIP FOUNDATION PO BOX 7278 AUSTIN TX 78713 264468379 FUND SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIV OF TEXAS AT AUSTIN TX 501(C)(3) LINE 11A, I 0 CAMPUS SERVICES INC PO BOX 7278 AUSTIN TX 78713 746030356 MISCELLANEOUS SERVICES TX C 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 CAMPUS SERVICES INC B 65448