2024-05-14T23:52:05-05:00 2023-06-30 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2022-07-01 740755550 LUMBERMEN'S ASSOCIATION OF TEXAS LUMB 5124721194 PO BOX 41088 AUSTIN TX 78704 MIREYA ZAPATA EXECUTIVE DIRECTOR 5124721194 2024-05-14 1 MIREYA ZAPATA 999009999 1 RENAE DUNCAN P01257722 5123462086 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MIREYA ZAPATA PO BOX 41088 AUSTIN TX 78704 1398844 0 X WWW.LAT.ORG X 1886 TX LAT PROVIDES EDUCATION, NETWORKING AND GOVERNMENT AFFAIRS SERVICES TO THE TEXAS LUMBER AND BUILDING MATERIALS INDUSTRY. 29 29 1 50 0 0 0 0 464165 611724 88698 68339 0 0 552863 680063 0 0 0 0 169855 177711 0 0 0 403417 381999 573272 559710 -20409 120353 1582736 1764138 160588 157498 1422148 1606640 TO CREATE UNITY, STRENGTH, AND A SPIRIT OF COOPERATION AMONG BUILDING MATERIAL SUPPLIERS INCLUDING, LUMBERYARDS AND BUILDING MATERIAL DEALERS, MANUFACTURERS, DISTRIBUTORS AND SERVICE PROVIDERS IN ORDER TO ADVANCE THE INDUSTRY AND TO BETTER SERVE CUSTOMERS. 0 0 ANNUAL CONVENTION & EXPO - PRESENTATION AND DISCUSSION OF ISSUES OF SIGNIFICANCE TO MEMBERS GOVERNMENT AFFAIRS - MONITOR AND SUPPORT LEGISLATION OF DIRECT INTEREST TO THE INDUSTRY COMMUNICATIONS - NEWSLETTERS TO EDUCATE MEMBERS REGARDING CURRENT DEVELOPMENTS WITHIN THE INDUSTRY 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 X 29 29 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X MIREYA ZAPATA 5124721194 PO BOX 41088 AUSTIN TX 78704 MARILYN ARCHER TREASURER/SECRETARY 1.00 X X 0 0 0 STEVE HERREN BOARD MEMBER 1.00 X 0 0 0 RAY SALE BOARD MEMBER 1.00 X 0 0 0 CLAYTON EPSTEIN BOARD MEMBER 1.00 X 0 0 0 MEAGAN MCCOY JONES BOARD MEMBER 1.00 X 0 0 0 MATT MULLIN BOARD MEMBER 1.00 X 0 0 0 CHRIS SIDES BOARD MEMBER 1.00 X 0 0 0 ISAAC SMITH BOARD MEMBER 1.00 X 0 0 0 PHILLIP STEFFY BOARD MEMBER 1.00 X 0 0 0 CHRIS AGNESS ASSOCIATE VP 1.00 X X 0 0 0 KATE WOODSON BORRONI FIRST VICE PRESIDENT 1.00 X X 0 0 0 LARRY DAGLEY BOARD MEMBER 1.00 X 0 0 0 GREG EVANS BOARD MEMBER 1.00 X 0 0 0 JAMMY PATE BOARD MEMBER 1.00 X 0 0 0 BOBBY BYRD BOARD MEMBER 1.00 X 0 0 0 TAYLOR GROSS BOARD MEMBER 1.00 X 0 0 0 CASON SHRODE SGT. AT ARMS 1.00 X X 0 0 0 JOHN LOESSIN BOARD MEMBER 1.00 X 0 0 0 MIKE POLLOK BOARD MEMBER 1.00 X 0 0 0 PEYTON RITTER PRESIDENT 1.00 X X 0 0 0 CHRIS RIVERS SECOND VICE PRESIDENT 1.00 X X 0 0 0 JOHN SEWALL BOARD MEMBER 1.00 X 0 0 0 NATHAN SIKES BOARD MEMBER 1.00 X 0 0 0 AARON ELLIOTT BOARD MEMBER 1.00 X 0 0 0 TED GALBRAITH BOARD MEMBER 1.00 X 0 0 0 DAVE REICHERT BOARD MEMBER 1.00 X 0 0 0 DAVID WARD BOARD MEMBER 1.00 X 0 0 0 HARLEY BUBBA FINNELL PAST PRESIDENT 1.00 X X 0 0 0 STEPHANIE GILLEY BOARD MEMBER 1.00 X 0 0 0 MIREYA ZAPATA EXECUTIVE DIRECTOR 40.00 X 135417 0 32320 135417 0 32320 1 0 1 0 0 CONVENTION 900099 353400 353400 MEMBER DUES 900099 248575 248575 OTHER REVENUE 900099 9749 9749 611724 38348 38348 748772 718781 29991 29991 29991 680063 611724 0 68339 167409 10302 23712 84000 48584 33483 10870 8199 141306 758 6198 DUES AND SUBSCRIPTIONS 12359 MEMBERSHIP PROMOTION 6225 PRODUCT SUPPLIES 3936 TELEPHONE AND COMMUNICA 2369 559710 56031 37081 36160 36332 2389 0 16394 87435 41651 39322 1524 2329 209529 686388 1259209 914573 1500 0 1582736 1764138 3288 28935 157300 125782 0 2781 160588 157498 X 1422148 1606640 1422148 1606640 1582736 1764138 120353 68473 -4334 0 X X 0 1 X 1 0 0 0 1 248575 84000 150922 234922 7457 227465 41651 39322 2329 2329 1475.081 SHS VANGUARD GROWTH INDEX FUND 214890 F 15729.305 SHS WESTWOOD QUALITY VALUE FUND 203223 F 2796 SHS VANGUARD FTSE DEVELOPED MARKETS INDEX FUND 129119 F 11532.848 SHS WESTWOOD HIGH INCOME FUND INSTL 106333 F 23514.195 SHS WESTWOOD INCOME OPPORTUNITY FUND 261008 F 914573 DUE TO RELATED PARTY 2781 2781 X 744202 68473 68473 675729 4334 4334 680063 559710 0 559710 0 559710 PART X, LINE 2: THE ASSOCIATION ADOPTED FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAX. THAT STANDARD PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. IF IT IS PROBABLE THAT AN UNCERTAIN TAX POSITION WILL RESULT IN A MATERIAL LIABILITY AND THE AMOUNT OF THE LIABILITY CAN BE ESTIMATED, THEN THE ESTIMATED LIABILITY IS ACCRUED. IF THE ASSOCIATION WERE TO INCUR ANY INCOME TAX LIABILITY IN THE FUTURE, INTEREST ON ANY INCOME TAX LIABILITY WOULD BE REPORTED AS INTEREST EXPENSE, AND PENALTIES ON ANY INCOME TAX WOULD BE REPORTED AS INCOME TAXES. THE ASSOCIATION'S FEDERAL INCOME TAX RETURNS ARE OPEN FOR YEARS AFTER JUNE 30, 2020. AS OF JUNE 30, 2023, MANAGEMENT BELIEVES THERE WERE NO UNCERTAIN TAX POSITIONS. X 0 0 0 MIREYA ZAPATA EXECUTIVE DIRECTOR 135417 0 0 0 0 0 6945 0 25375 0 167737 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 PEYTON RITTER IS A DIRECTOR, HIS FATHER, ALAN RITTER, SERVES AS A LUMPAC TRUSTEE. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION IS ORGANIZED AS A NON-STOCK NONPROFIT CORPORATION WITH MEMBERS. THERE ARE TWO MEMBERSHIP CATEGORIES, REGULAR MEMBERS AND ASSOCIATE MEMBERS. REGULAR MEMBERS HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED TO THEIR POSITIONS BY VOTE OF REGULAR MEMBERS WHO ATTEND THE ANNUAL MEETING. BOARD MEMBERS SERVE ONE YEAR TERMS BUT NO ELECTED BOARD MEMBER MAY SERVE FOR MORE THAN FOUR CONSECUTIVE ONE-YEAR TERMS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN ACTIONS OF THE BOARD OF DIRECTORS, SUCH AS ANY AMENDMENTS TO GOVERNING DOCUMENTS AND ANY ACTIONS RESULTING IN DISSOLUTION OF THE ASSOCIATION, REQUIRE APPROVAL BY A MAJORITY OF THE VOTING MEMBERSHIP. DIRECTORS VOTE ON THE ANNUAL BUDGET AND NLBMDA DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS DELEGATED PRIMARY RESPONSIBILITY FOR REVIEW OF THE ASSOCIATION'S FORM 990 TO THE ORGANIZATION'S EXECUTIVE VICE PRESIDENT. THE ANNUAL FORM 990 IS AVAILABLE FOR REVIEW BY ANY BOARD MEMBER. HOWEVER, THE BOARD DOES NOT REVIEW THE FORM 990 BEFORE OR AFTER IT IS FILED AS A NORMAL PART OF ITS BOARD ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICIES ARE REVIEWED ANNUALLY. THE EXECUTIVE DIRECTOR AND AUDIT COMMITTEE CHAIR ARE REQUIRED TO BE NOTIFIED IF A CONFLICT ARISES. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 NO SUCH DOCUMENTS ARE AVAILABLE TO THE PUBLIC FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. LUMBERMEN'S ASSOCIATION OF TEXAS PAC 2630 EXPOSITION BLVD STE G-06 AUSTIN TX 78703 741884524 POLITICAL ACTION COMMITTEE TX 527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1