2026-04-15T19:20:34-05:00 2025-05-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-06-01 760427292 SOUTHERN ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS INC SOUT 2062107751 2150 N 107TH ST 330 SEATTLE WA 98133 LISA MAZURE TREASURER 2062107751 2026-04-13 1 1 CHICHI MSANGI P01972113 5712279500 2026-04-10 2024 2025-03-06 01:10:19Z NOEL SLOAN 2150 N 107TH ST 330 SEATTLE WA 98133 2417696 0 X WWW.SACUBO.ORG X 1928 TX TO INFORM HIGHER EDUCATION INSTITUTIONS IN THE SOUTHERN U.S. ON ISSUES THAT AFFECT THEM. 19 19 0 92 0 0 366407 366164 1033366 1282933 22273 101082 0 0 1422046 1750179 20000 24648 0 0 0 0 0 0 0 1415983 1791788 1435983 1816436 -13937 -66257 1677297 1454779 531467 331765 1145830 1123014 SOUTHERN ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS, INC (SACUBO) CONTRIBUTES TO SUPERIOR HIGHER EDUCATION FINANCIAL AND ADMINISTRATIVE SERVICES BY PROVIDING RELEVANT PROFESSIONAL DEVELOPMENT, THOUGHT LEADERSHIP AND ISSUE ADVOCACY. 0 0 663859 8648 851667 2025 ANNUAL MEETING: TOOK PLACE ON APRIL 13-15, 2025, AT THE HYATT REGENCY MIAMI IN MIAMI, FLORIDA. THE EVENT'S THEME WAS "ADAPTING TO NEW REALITIES IN HIGHER EDUCATION", AND IT WAS HELD IN PARTNERSHIP WITH THE ASSOCIATION OF COLLEGE AND UNIVERSITY POLICY ADMINISTRATORS (ACUPA). 331544 4000 298762 2025 FALL WORKSHOP: THE WORKSHOP WAS HELD OCTOBER 29-31, 2025, AT THE HILTON NEW ORLEANS RIVERSIDE IN NEW ORLEANS, LOUISIANA, WITH THE THEME "UNMASKING INNOVATION: REVEALING THE FUTURE OF HIGHER EDUCATION". 99456 0 115965 WOMEN'S LEADERSHIP FORUM -HELD FROM FEBRUARY 26-28, 2025, IN VIRGINIA BEACH, VIRGINIA, WITH THE THEME "WAVES OF WISDOM: EMPOWERING WOMEN LEADERS". THIS WAS TWO-DAY FORUM FOR CURRENT AND FUTURE WOMEN LEADERS IN HIGHER EDUCATION. THE PROGRAM IS DESIGNED TO PROVIDE SPEAKERS WHO ARE EXPERTS IN TOPICS RELATED TO WOMEN IN LEADERSHIP POSITIONS, HIGH-LEVEL EXECUTIVE COACHING SESSIONS, INTERACTIVE GROUP DISCUSSIONS, AND NETWORKING OPPORTUNITIES TO HELP YOU POSITION YOURSELF FOR EFFECTIVE LEADERSHIP AND EXECUTIVE PLACEMENT. 211327 12000 16539 211327 12000 16539 1306186 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 0 0 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X DIANA VENGROVSKI 2062107751 2150 N 107TH STREET SUITE 330 SEATTLE WA 98133 X DARRELL DUNCAN PRESIDENT 6.00 X X 0 0 0 DEBBIE WALKER 1ST VICE PRESIDENT 4.00 X X 0 0 0 JEREMY DIGORIO 2ND VICE PRESIDENT 4.00 X X 0 0 0 JAMIE LOFTIN 3RD VICE PRESIDENT 4.00 X X 0 0 0 BRENNA DIXON SECRETARY 4.00 X X 0 0 0 LISA MAZURE TREASURER 4.00 X X 0 0 0 ANTRAMEKA KNIGHT ASSISTANT TREASURER 4.00 X X 0 0 0 NOEL SLOAN IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 KELLY EPTING CO-CHAIR PROF. DEV. COMMITTEE 6.00 X 0 0 0 BRETT POWELL CO-CHAIR PROF. DEV. COMMITTEE 6.00 X 0 0 0 BRYAN ELMORE CO-CHAIR PROF. DEV. COMMITTEE 6.00 X 0 0 0 RANDY ELLIS BUS PARTNER RELATIONS COORD. 6.00 X 0 0 0 UNDRIA STALLING DIVERSITY, EQUITY & INCLUSION COORD. 2.00 X 0 0 0 WILLIAM NELSON MEMBERS AT LARGE 2.00 X 0 0 0 CHRIS GARDNER MEMBERS AT LARGE 2.00 X 0 0 0 STAN SULLIVANT MEMBERS AT LARGE 2.00 X 0 0 0 KIM MCCULLOCK CONSTITUENT CHAIR 2.00 X 0 0 0 KELVIN DAVIS CONSTITUENT CHAIR 2.00 X 0 0 0 KIM HADLEY CONSTITUENT CHAIR 2.00 X 0 0 0 0 0 0 0 0 0 0 SBI ASSOCIATION MANAGEMENT 2150 N 107TH STREET SUITE 330 SEATTLE WA 98133 ASSOCIATION MANAGEMENT AND EVENT MANAGEM 303845 1 366164 366164 REGISTRATION 611430 730075 730075 SPONSORSHIPS 900099 441428 441428 EXHIBITOR FEES 611430 111430 111430 1282933 17387 17387 751212 667517 83695 83695 83695 1750179 1282933 0 101082 12000 12000 12648 12648 397689 397689 30663 30663 10063 10063 475 475 62507 36790 25717 23526 9143 14383 103354 103354 1092584 1092584 10280 3995 6285 GRAPHIC DESIGN 4300 1671 2629 GIFTS AND AWARDS 3642 1415 2227 DUES/SUBSCRIPTIONS 2770 1077 1693 49935 31509 18426 1816436 1306186 510250 0 478257 210007 84126 267980 115425 80728 143976 130945 855513 765119 1677297 1454779 237545 85651 293922 246114 531467 331765 X 1145830 1123014 1145830 1123014 1677297 1454779 -66257 43441 0 X 0 1 X 1 0 X 218000 333000 316950 366407 366164 1600521 490365 898625 981193 1033366 1282933 4686482 708365 1231625 1298143 1399773 1649097 6287003 105000 142500 123970 109000 480470 23170 23170 105000 142500 123970 109000 23170 503640 5783363 11938 15028 12576 16595 17387 73524 11938 15028 12576 16595 17387 73524 50 50 720303 1246653 1310769 1416368 1666484 6360577 0.90930 0.87440 0.01160 0.01360 X 939639 134460 41000 1033099 791479 148160 939639 785574 5905 791479 938327 -152753 785574 1.00000 0.00000 0.00000 0 0 0 1783557 43441 43441 1740116 10063 10063 1750179 1806373 0 1806373 10063 10063 1816436 PART V, LINE 4: SACUBO'S SPENDING POLICY FOR ITS QUASI-ENDOWMENT FUND IS DESIGNED TO STABILIZE ANNUAL SPENDING LEVELS AND PRESERVE THE REAL VALUE OF THE ENDOWMENT OVER TIME. THE AMOUNT OF QUASI-ENDOWMENT RETURN AVAILABLE FOR CURRENT SPENDING (DISTRIBUTION) DURING A FISCAL YEAR SHALL BE DETERMINED ON THE BASIS OF THE AVERAGE MARKET VALUE OF THE 12 MOST RECENT TRAILING QUARTERS AS OF THE PRECEDING DECEMBER 31ST ("AVERAGE MARKET VALUE"). THE ANNUAL DISTRIBUTION SHALL BE CALCULATED AS 5% OF THE AVERAGE MARKET VALUE. 1 UNIVERSITY OF KENTUCKY-CBMI 322 PETERSON SERVICE BUILDING 411 SOUTH LIMESTONE LEXINGTON KY 40506 616001218 501(C)3 12000 0 N/A N/A SCHOLARSHIP 1 0 SCHOLARSHIPS 12 12648 N/A N/A PART I, LINE 2: THE SACUBO BOARD OF DIRECTORS MAY ESTABLISH SCHOLARSHIPS AND AWARDS AND A PROCESS FOR GRANTING THEM. AWARD AND SCHOLARSHIP CRITERIA SHALL BE ESTABLISHED BY THE APPROPRIATE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. CURRENTLY, ALL SCHOLARSHIPS GO THROUGH AN APPLICATION PROCESS AND A COMMITTEE REVIEWS THEM APPLICANTS. EACH YEAR WHEN SETTING THE BUDGET THE BOARD DECIDES HOW MUCH TO GRANT IN SCHOLARSHIPS. AFTER THE EVENT, SACUBO PROVIDES THE SCHOLARSHIP TO THE RECIPIENTS UNIVERSITY AFTER CONFIRMING PARTICIPATION IN SAID EVENT. FORM 990, PART VI, SECTION A, LINE 1A ALL EXECUTIVE COMMITTEE MEMBERS ARE ON THE BOARD. THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF SEVEN (7) MEMBERS: THE IMMEDIATE PAST PRESIDENT, THE PRESIDENT, FIRST VICE PRESIDENT, SECOND VICE PRESIDENT, THIRD VICE PRESIDENT, SECRETARY, AND TREASURER. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO ACT FOR THE BOARD BETWEEN ITS MEETINGS ON MATTERS REQUIRING IMMEDIATE ATTENTION INCLUDING REPLACEMENT APPOINTMENTS IN THE EVENT OF EMERGENCY RESIGNATIONS OR FAILURE TO PERFORM. THE EXECUTIVE COMMITTEE SHALL HAVE FULL POWER TO TRANSACT ALL NECESSARY BUSINESS OF THE BOARD OF DIRECTORS SPECIFICALLY COMMITTED TO IT IN HARMONY WITH THE GENERAL POLICY OF THE BOARD OF DIRECTORS MADE AND DETERMINED AT STATED OR SPECIAL MEETINGS. THE EXECUTIVE COMMITTEE SHALL MEET ON THE CALL OF THE PRESIDENT AT SUCH TIME AND PLACE AS SHALL BE DESIGNATED IN THE CALL. FOUR MEMBERS OF THE COMMITTEE SHALL CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION A, LINE 3 SBI ASSOCIATION MANAGEMENT. EXECUTIVE DIRECTOR MEGAN MILLER. MEGAN IS SBI EMPLOYEE. FORM 990, PART VI, SECTION A, LINE 6 SACUBO'S "REGULAR MEMBERS" HAVE THE RIGHT TO VOTE. FORM 990, PART VI, SECTION A, LINE 7A SACUBO'S "REGULAR MEMBERS" HAVE THE RIGHT TO VOTE ANNUALLY OR AT SPECIAL MEETINGS ON THE MEMBERSHIP DUES. MEMBERS CAN ALSO VOTE ON THE BUDGET, OFFICERS FOR THE UPCOMING YEAR AND ANY CHANGES IN BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B PLEASE REFER TO THE RESPONSE TO FORM 990 VI LINE 7A. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS REVIEWED BY EXECUTIVE DIRECTOR AND TREASURER PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSE ANY CONFLICTS OF INTEREST. THE SECRETARY IS RESPONSIBLE FOR REPORTING POTENTIAL CONFLICTS TO THE EXECUTIVE COMMITTEE FOR REVIEW, AND A FULL REPORT IS MADE BY THE SECRETARY TO THE BOARD ANNUALLY AT A BOARD MEETING. IN THE EVENT OF A CONFLICT DURING THE YEAR, THE BOARD MEMBER WITH THE CONFLICT WOULD RECUSE HIMSELF/HERSELF FROM THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION C, LINE 19 SACUBO MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.