2024-05-15T18:59:11-05:00 2023-06-30 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2022-07-01 740877330 SAINT MARY'S HALL SAIN 2104839100 9401 STARCREST DRIVE SAN ANTONIO TX 782174162 MR MARCUS DODD CFOO 2104839100 2024-05-15 1 MR MARCUS DODD 999009999 0 KRISTI NARVAIZ P01516153 2108286281 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MR LEN MILLER 9401 STARCREST DRIVE SAN ANTONIO TX 782174162 56097133 0 X WWW.SMHALL.ORG X 1879 TX THE MISSION OF SAINT MARY'S HALL IS TO PREPARE OUR STUDENTS FOR SUCCESS IN COLLEGE AND FULFILLMENT IN LIFE. 21 21 383 92 47509 30836 4518131 1299147 19059736 19269926 4157683 2858193 423887 511120 28159437 23938386 1855968 2696058 0 0 17378925 18703512 0 0 1929240 8574502 9542764 27809395 30942334 350042 -7003948 130542987 127458953 5710993 6091232 124831994 121367721 X THE MISSION OF SAINT MARY'S HALL IS TO PREPARE OUR STUDENTS FOR SUCCESS IN COLLEGE AND FULFILLMENT IN LIFE. 0 0 25615402 2696058 19288424 SAINT MARY'S HALL IS AN INDEPENDENT CO-EDUCATIONAL INSTITUTION SERVING APPROXIMATELY 750 STUDENTS FROM MONTESSORI THROUGH FORM 12. SAINT MARY'S HALL EDUCATION ENCOURAGES A LIFELONG LOVE OF LEARNING IN AN ENVIRONMENT OF RESPECT, RESPONSIBILITY, COURAGE, COMPASSION AND INTEGRITY. SAINT MARY'S HALL IS AMONG THE FINEST COLLEGE PREPARATORY SCHOOLS IN THE COUNTRY. WE ARE DEDICATED TO A CONTINUUM OF EXCELLENCE IN EDUCATION, BEGINNING WITH EARLY CHILDHOOD LEARNING IN OUR MONTESSORI AND KINDERGARTEN PROGRAM, CONTINUING THROUGH LOWER SCHOOL AND MIDDLE SCHOOL, AND CULMINATING IN OUR COMPREHENSIVE COLLEGE PREPARATORY PROGRAM IN UPPER SCHOOL. OVERALL, THE SAINT MARY'S HALL PROGRAM SEEKS TO PROVIDE EACH STUDENT WITH AN OPPORTUNITY TO ATTAIN HIS OR HER PERSONAL BEST. THE SPECIFIC OBJECTIVE OF A SAINT MARY'S HALL EDUCATION IS TO COMBINE MORAL AND CHARACTER-BUILDING GOALS WITH ACADEMIC, ATHLETIC AND ARTISTIC GOALS. 25615402 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 103 0 1 383 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X MR MARCUS DODD 2104839100 9401 STARCREST DRIVE SAN ANTONIO TX 782174162 X MR RICARDO R REYNA CHAIR 1.00 1.00 X X 0 0 0 MRS ELISE R BOYAN VICE CHAIR 1.00 1.00 X X 0 0 0 MRS KAREN LEE ZACHRY SECRETARY 1.00 1.00 X X 0 0 0 MR JAMES GREENWOOD TREASURER 1.00 1.00 X X 0 0 0 MRS CARLA ALVAREZ BROZOVICH AT LARGE OFFICER 1.00 1.00 X X 0 0 0 MS EMILY M JONES AT LARGE OFFICER 1.00 1.00 X X 0 0 0 MR EDWARD H AUSTIN JR TRUSTEE EMERITUS 1.00 X 0 0 0 MS NIKISHA BAKER TRUSTEE 1.00 X 0 0 0 DR MAURALIDHAR BEERAM TRUSTEE 1.00 X 0 0 0 MR KENNETH BETHUNE TRUSTEE 1.00 X 0 0 0 MS PAIGE CHEATHAM TRUSTEE 1.00 X 0 0 0 MR ANATOLIO B CRUZ III TRUSTEE 1.00 X 0 0 0 MRS KATHERINE E DAVID TRUSTEE 1.00 X 0 0 0 DR YASHIKA DOOLEY TRUSTEE 1.00 X 0 0 0 DR HOUSTON K FROST TRUSTEE 1.00 X 0 0 0 DR MELISSA GARCIA TRUSTEE 1.00 X 0 0 0 MR SAMUEL GLAST TRUSTEE 1.00 X 0 0 0 MR RONALD J HERRMANN TRUSTEE EMERITUS 1.00 X 0 0 0 MS FABIOLA KAASE TRUSTEE 1.00 X 0 0 0 DR CLAUDIA KYPUROS TRUSTEE 1.00 X 0 0 0 MRS CONNIE MCCOMBS MCNAB TRUSTEE EMERITA 1.00 X 0 0 0 DR SOAD L MICHELSEN TRUSTEE 1.00 X 0 0 0 MS EMILIE H PETTY TRUSTEE 1.00 X 0 0 0 DR BENJAMIN E TUBB TRUSTEE 1.00 X 0 0 0 MR LEONARD MILLER HEAD OF SCHOOL 40.00 1.00 X 416463 0 50904 MS VICTORIA BATES CFO (THRU 06/23) 40.00 1.00 X 284468 0 25347 MR MICHAEL HARRIMAN CHEIF TECHNOLOGY OFFICER 40.00 X 162447 0 12270 MR JIM BOB WOMACK ASST HEAD SCHOOL 40.00 X 225371 0 21383 MR DAVID D SMITH DIRECTOR OF FACILITIES 40.00 X 159307 0 12245 MS KHRISTI BATES HEAD OF LOWER SCHOOL 40.00 X 157366 0 9678 MS JOHANNA SMALL DIRECTOR OF HR 40.00 X 142516 0 14153 MS JULIE HELLMUND HEAD OF ADMISSIONS 40.00 X 140943 0 11662 MS ELIZABETH STOCKDALE HEAD OF UPPER SCHOOL 40.00 X 132203 0 1116 MS BETHANY BOHALL DIRECTOR OF FINE ARTS 40.00 X 125335 0 9869 MS SANDRA LOPEZ-MORALES ASST HEAD OF SCHOOL WELLNESS 40.00 X 129995 0 6393 2076414 0 175020 11 0 1 0 SUNSTATES SECURITY LLC 7600 CHEVY CHASE DR STE300 AUSTIN TX 78752 SECURITY 732935 PAXICA SECURITY GROUP LLC 2820 FM 455 W SANGER TX 76266 SECURITY 631061 MARSH AND MCLENNAN AGENCY LLC 131 INTERPARK BLVD SAN ANTONIO TX 78216 INSURANCE AGENCY / PROFESSIONAL SERVICES 451409 ARMANINO LLP 1710 W 6TH ST AUSTIN TX 78703 ACCOUNTING, BUSINESS CONSULTING AND TECH 358601 FISHER & PHILLIPS LLP - ATLANTA 1230 PEACHTREE ST NE STE3300 ATLANTA GA 30309 EMPLOYMENT LAW 274857 13 1299147 1299147 TUITION 611600 18903924 18903924 OTHER SCHOOL EVENTS 611600 366002 366002 19269926 1953618 40712 1912906 456516 456516 36106 0 36106 36106 36106 26297936 6125552 25393661 6125252 904275 300 904575 6797 897778 595172 639834 -44662 -44662 MISC. REVENUE-RELATED-990 611600 63160 63160 63160 23938386 19288424 47509 3303306 2696058 2696058 1574773 321143 984145 269485 14202912 12953099 632619 617194 808833 731803 38893 38137 1032107 894162 86873 51072 1084887 915628 109290 59969 349344 349344 194849 194849 33675 33675 198480 198480 233664 233664 316033 35796 280237 172819 81595 68486 22738 1224922 984412 114992 125518 190973 179721 11050 202 209198 176556 21438 11204 2610495 2263444 150631 196420 462548 462548 UNRELATED BUSINESS INCO 7551 7551 SECURITY 911102 781203 62107 67792 FOOD SERVICES 908410 908410 CURRICULUM 337826 337826 1180875 891998 99605 189272 30942334 25615402 3397692 1929240 3067898 3130980 1725157 1040885 1340907 252562 1446575 874010 373079 382165 412614 417819 92002079 46923173 44569650 45078906 76979981 75384102 627126 897524 130542987 127458953 1506515 2225598 4007078 3425568 197400 440066 5710993 6091232 X 71172042 65524242 53659952 55843479 124831994 121367721 130542987 127458953 X -7003948 3519348 20327 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58317503 39249 5411043 803800 328773 1280311 61354911 65964937 604279 -5901370 2051881 247743 50719 58317503 53428809 55672 15500523 2381270 527509 111288 65964937 56327178 157568 299544 623552 2372824 359105 53428809 60124995 1351405 2498987 533812 6067217 1047181 56327177 0.10701 0.27887 0.61412 1 0 87567 377974 465541 77786072 34210687 43575385 13750466 12712486 1037980 45078906 STOCKS, MUTUAL FUNDS, AND PRIVATE EQUITY 75384102 F 75384102 CUSTODIAN HELD FUNDS 198690 LEASE LIABILITY 241376 440066 PART V, LINE 4: EARNINGS ON ENDOWED FUNDS ARE USED BY THE ORGANIZATION TO SUPPORT OPERATIONS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 SAINT MARY'S HALL, INC. POLICIES ARE PUBLISHED IN ITS ENROLLMENT BROCHURE, THE STUDENT HANDBOOK, AND THE WEBPAGE. ANY ADVERTISING IN MAGAZINES ALSO DISCLOSES THE NONDISCRIMINATORY POLICY. 1 NORTH AMERICA 0 0 INVESTMENTS 583017 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 8737363 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 5973461 SOUTH AMERICA 0 0 INVESTMENTS 194692 SOUTH ASIA 0 0 INVESTMENTS 503093 RUSSIA AND NEIGHBORING STATES 0 0 INVESTMENTS 12988 SUB-SAHARAN AFRICA 0 0 INVESTMENTS 7674 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 157287 0 0 0 0 0 0 16169575 0 16169575 0 0 0 0 1 0 PART III ACCOUNTING METHOD: 1 NEED BASED FINANCIAL AID 146 2046765 N/A N/A MERIT BASED SCHOLARSHIPS 31 383162 N/A N/A FACULTY/STAFF TUITION REMISSION 21 266131 N/A N/A PART I, LINE 2: THE ORGANIZATION USES AN INDEPENDENT SERVICE COMPANY WHERE STUDENTS' PARENTS ENTER ALL FINANCIAL INFORMATION. THE SERVICE CALCULATES THEIR NEED AND PROVIDES A REPORT TO THE ORGANIZATION. FINANCIAL AID IS GRANTED TO QUALIFYING APPLICANTS. THE OFFICE OF ADMISSIONS MONITORS SCHOLARSHIP RECIPIENTS TO MAKE SURE THE INDIVIDUALS MEET SPECIFIC QUALIFICATIONS BASED ON THE FINANCIAL AID AWARDED. THERE IS ALSO A SCHOLARSHIP AND FINANCIAL AID COMMITTEE. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 MR LEONARD MILLER HEAD OF SCHOOL 367107 0 37080 0 12276 0 15975 0 57352 0 489790 0 0 0 MS VICTORIA BATES CFO (THRU 06/23) 278956 0 4000 0 1512 0 14242 0 19764 0 318474 0 0 0 MR JIM BOB WOMACK ASST HEAD SCHOOL 220531 0 4000 0 840 0 10716 0 15768 0 251855 0 0 0 MR MICHAEL HARRIMAN CHEIF TECHNOLOGY OFFICER 159935 0 1000 0 1512 0 12270 0 2659 0 177376 0 0 0 MR DAVID D SMITH DIRECTOR OF FACILITIES 153063 0 4000 0 2244 0 12245 0 3632 0 175184 0 0 0 MS KHRISTI BATES HEAD OF LOWER SCHOOL 152966 0 3500 0 900 0 7745 0 4577 0 169688 0 0 0 MS JOHANNA SMALL DIRECTOR OF HR 137820 0 3500 0 1196 0 11369 0 8874 0 162759 0 0 0 MS JULIE HELLMUND HEAD OF ADMISSIONS 136392 0 2500 0 2051 0 10967 0 4362 0 156272 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES A MINIMAL DISCRETIONARY SPENDING ACCOUNT FOR THE HEAD OF SCHOOL TO BE USED FOR BUSINESS RELATED EXPENSES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, ALL BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT. IF THERE IS A CONFLICT OF INTEREST, THE BOARD IS MADE AWARE OF THIS AND THE BOARD MEMBER INVOLVED IS PROHIBITED FROM SPEAKING OR VOTING ON RELATED ISSUES. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE HEAD OF SCHOOL'S COMPENSATION STARTS WITH A REQUEST FOR INDEPENDENT SCHOOL ASSOCIATION OF THE SOUTHWEST ("ISAS") SALARY INFORMATION, NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS ("NAIS") SALARY INFORMATION, AND COMPARABLE DATA FOR SIMILAR SCHOOLS. THE EXECUTIVE COMMITTEE DETERMINES THE HEAD OF SCHOOL'S SALARY AND BONUS AFTER REVIEW OF THE INFORMATION AND REVIEW OF THE HEAD OF SCHOOL'S EVALUATION AND LEVEL OF ACCOMPLISHMENT OF THE YEARLY GOALS ESTABLISHED BY THE BOARD OF TRUSTEES. THE HEAD OF SCHOOL IS NOT PRESENT DURING DELIBERATIONS AND IS SUBSEQUENTLY INFORMED REGARDING ANY SALARY AND/OR BONUS ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: THE BOARD OF TRUSTEE MEMBERS DESIGNATED WITH THE TRUSTEE EMERITUS TITLE DO NOT HAVE VOTING RIGHTS. HOWEVER, THESE INDIVIDUALS ARE CONSIDERED PART OF THE GOVERNING BODY. FORM 990, PART XI, LINE 9: NET INCOME REMOVED FOR SAPIENS 20,327. SAPIENS MANAGEMENT CORPORATION 9401 STARCREST DRIVE SAN ANTONIO TX 78217 742964557 HOLDING COMPANY TX 501(C)(2) 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 SAPIENS MANAGEMENT CORPORATION D 285550 FMV