2023-05-08T12:38:47-05:00 2022-06-30 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2021-07-01 740877330 SAINT MARY'S HALL INC SAIN 2104839100 9401 STARCREST DRIVE SAN ANTONIO TX 78217 MS VICTORIA BATES CHIEF FINANCIAL OFFICER 2104839100 2023-05-05 1 MS VICTORIA BATES 999009999 JOSEPHINE BEHREND P00715390 2108286281 2023-05-05 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MR LEN MILLER 9401 STARCREST DRIVE SAN ANTONIO TX 78217 53781546 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 21 380 150 58331 40198 1351457 4518131 18988044 19059736 4111564 4157683 978694 423887 25429759 28159437 1646375 1855968 0 0 16671666 17378925 0 0 1524090 8242283 8574502 26560324 27809395 -1130565 350042 140337506 130542987 4920648 5710993 135416858 124831994 X THE MISSION OF SAINT MARY'S HALL IS TO PREPARE OUR STUDENTS FOR SUCCESS IN COLLEGE AND FULFILLMENT IN LIFE. 0 0 23129980 1855968 19146026 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. 23129980 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 1 0 0 0 1 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 1 380 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X MS VICTORIA BATES 2104839100 9401 STARCREST DRIVE SAN ANTONIO TX 78217 X MR RICARDO R REYNA CHAIR 1.00 1.00 X X 0 0 0 MRS KAREN LEE ZACHRY VICE CHAIR 1.00 1.00 X X 0 0 0 MRS ELISE R BOYAN SECRETARY 1.00 1.00 X X 0 0 0 MR ANATOLIO B CRUZ III TREASURER 1.00 1.00 X X 0 0 0 MRS CARLA ALVAREZ BROZOVICH ASSISTANT SECRETARY 1.00 1.00 X X 0 0 0 MRS WHITNEY SOLCHER MILLER ASSISTANT TREASURER 1.00 1.00 X X 0 0 0 MR CURTIS T VAUGHAN III IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 DR MAURALIDHAR BEERAM TRUSTEE 1.00 0.00 X 0 0 0 MR KENNETH BETHUNE TRUSTEE 1.00 0.00 X 0 0 0 MS PAIGE CHEATHAM TRUSTEE 1.00 0.00 X 0 0 0 MRS KATHERINE E DAVID TRUSTEE 1.00 0.00 X 0 0 0 MS YASHIKA DOOLEY TRUSTEE 1.00 0.00 X 0 0 0 DR HOUSTON K FROST TRUSTEE 1.00 0.00 X 0 0 0 MR JAMES GREENWOOD TRUSTEE 1.00 0.00 X 0 0 0 MS EMILY M JONES TRUSTEE 1.00 0.00 X 0 0 0 DR CLAUDIA KYPUROS TRUSTEE 1.00 0.00 X 0 0 0 MR EDWARD H AUSTIN JR TRUSTEE EMERITUS 1.00 0.00 X 0 0 0 MR RONALD J HERRMANN TRUSTEE EMERITUS 1.00 0.00 X 0 0 0 MRS KAREN J HIXON TRUSTEE EMERITA 1.00 0.00 X 0 0 0 MRS CONNIE MCCOMBS MCNAB TRUSTEE EMERITA 1.00 0.00 X 0 0 0 DR SOAD L MICHELSEN TRUSTEE 1.00 0.00 X 0 0 0 MR CHRISTOPHER J PETTIT TRUSTEE 1.00 0.00 X 0 0 0 MS EMILIE H PETTY TRUSTEE 1.00 0.00 X 0 0 0 DR BENJAMIN E TUBB TRUSTEE 1.00 0.00 X 0 0 0 MR JEFFREY M VANCE TRUSTEE 1.00 0.00 X 0 0 0 MR LEONARD MILLER HEAD OF SCHOOL 40.00 1.00 X 393917 0 47225 MS VICTORIA BATES CHIEF FINANCIAL OFFICER 40.00 1.00 X 287410 0 28501 MR JIM BOB WOMACK ASST HEAD SCHOOL - EFFECTI 40.00 0.00 X 207206 0 24452 MR DOM SMITH DIRECTOR OF FACILITIES 40.00 0.00 X 161572 0 14162 MR MICHAEL HARRIMAN CHEIF TECHNOLOGY OFFICER 40.00 0.00 X 159445 0 10534 MS KHRISTI BATES HEAD OF LOWER SCHOOL 40.00 0.00 X 153460 0 10089 MR BARRY CHAMBERLIN ATHLETIC DIRECTOR 40.00 0.00 X 130783 0 41592 1493793 0 176555 21 0 1 0 SAGE DINING SERVICES 1402 YORK ROAD STE 100 LUTHERVILLE MD 21093 FOOD SERVICES 1105771 GUIDO BROTHERS CONSTRUCTION 8526 VIDOR AVENUE SAN ANTONIO TX 78216 CONSTRUCTION 441358 GREAT DESTINATIONS 12980 FAWNS DELL PLACE FISHERS IN 46038 TRAVEL/EDUCATION 220970 SMITH PROTECTIVE SERVICES INC PO BOX 802649 DALLAS TX 75380 SECURITY 192527 XEROX FINANCIAL SERVICES LLC PO BOX 202882 DALLAS TX 753202882 COPYING AND PRINTING 106350 6 640485 3877646 4518131 TUITION 611600 18664773 18664773 OTHER SCHOOL EVENTS 611600 394963 394963 19059736 1643257 35031 1608226 478085 478085 39662 0 39662 39662 39662 27383365 8425 24877364 0 2506001 8425 2514426 23300 2491126 14600 640485 194750 -180150 -180150 612546 549995 62551 62551 MISC. REVENUE-RELATED-990 611600 23739 23739 23739 28159437 19146026 58331 4436949 1855968 1855968 757873 132251 559496 66126 13879833 12389850 803019 686964 777789 690850 47659 39280 971985 852000 71122 48863 991445 850931 89619 50895 177485 177485 121073 121073 78431 78431 215527 215527 164076 164076 237638 42455 195183 204162 79694 105226 19242 914569 676597 159173 78799 120393 108211 12182 95626 76961 3096 15569 2585821 2170517 268239 147065 485317 485317 UNRELATED BUSINESS INCO 9512 9512 NET ASSETS RELEASED FRO 864357 864357 FOOD SERVICES 795447 795447 CURRICULUM 281222 281222 1223846 777352 270390 176104 27809395 23129980 3155325 1524090 1142392 3067898 4324623 1725157 1531073 1340907 1371147 1446575 392692 373079 403499 412614 88882327 44312677 44638506 44569650 85873508 76979981 660066 627126 140337506 130542987 1699674 1506515 2960340 4007078 260634 197400 4920648 5710993 X 75031394 71172042 60385464 53659952 135416858 124831994 140337506 130542987 X 350042 -10909913 -24993 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 55108566 604675 4922333 485615 24964 60124995 0.10845 0.64544 0.24611 1 0 87567 377974 465541 75220702 31950834 43269868 13196084 12361843 834241 44569650 STOCKS, MUTUAL FUNDS, AND PRIVATE EQUITY 76979981 F 76979981 CUSTODIAN HELD FUNDS 197400 197400 X 15572558 -10909913 116192 -10793721 26366279 215527 1577631 1793158 28159437 26157422 141185 141185 26016237 215527 1577631 1793158 27809395 PART V, LINE 4: EARNINGS ON ENDOWED FUNDS ARE USED BY THE ORGANIZATION TO SUPPORT OPERATIONS. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS ACTIVITIES. AS SUCH, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. UNCERTAIN TAX PROVISIONS, IF ANY, ARE RECORDED IN ACCORDANCE WITH ACCOUNTING GUIDANCE FOR INCOME TAXES, WHICH REQUIRES THE RECOGNITION OF A LIABILITY FOR TAX PROVISIONS TAKEN THAT DO NOT MEET THE MORE LIKELY THAN NOT STANDARD THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THERE IS NO LIABILITY FOR UNCERTAIN TAX POSITIONS RECORDED AT JUNE 30, 2022 AND 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: SAPIENS RENTAL INCOME 116,192. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES NETTED INTO REVENUE ON THE AUDITED FS 1,577,631. PART XII, LINE 2D - OTHER ADJUSTMENTS: SAPIENS RENTAL ACTIVITY 141,185. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES NETTED INTO REVENUE ON THE AUDITED FS 1,577,631. 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 729514 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 8080516 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 5636029 SOUTH AMERICA 0 0 INVESTMENTS 256016 SOUTH ASIA 0 0 INVESTMENTS 699268 0 0 0 0 0 0 15401343 0 15401343 1 0 0 0 1 0 PART III ACCOUNTING METHOD: AUCTION/DINNER 655085 640485 14600 77814 51068 7344 58524 655085 640485 14600 77814 51068 7344 58524 194750 -180150 1 NEED BASED FINANCIAL AID 136 1191196 N/A N/A MERIT BASED SCHOLARSHIPS 27 386435 N/A N/A FACULTY/STAFF TUITION REMISSION 24 278337 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 347641 0 36000 0 10276 0 15225 0 32000 0 441142 0 0 0 MS VICTORIA BATES CHIEF FINANCIAL OFFICER 276230 0 10100 0 1080 0 16842 0 11659 0 315911 0 0 0 MR JIM BOB WOMACK ASST HEAD SCHOOL - EFFECTI 201322 0 5000 0 884 0 10404 0 14048 0 231658 0 0 0 MR DOM SMITH DIRECTOR OF FACILITIES 153328 0 6000 0 2244 0 12094 0 2068 0 175734 0 0 0 MR BARRY CHAMBERLIN ATHLETIC DIRECTOR 127660 0 2250 0 873 0 9360 0 32232 0 172375 0 0 0 MR MICHAEL HARRIMAN CHEIF TECHNOLOGY OFFICER 156813 0 1000 0 1632 0 9317 0 1217 0 169979 0 0 0 MS KHRISTI BATES HEAD OF LOWER SCHOOL 149061 0 3500 0 899 0 7519 0 2570 0 163549 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 A, LINE 4 ARTICLE 10 - AMENDMENTS TO BYLAWS 10.01. PROCEDURE. THE BYLAWS OF THIS CORPORATION MAY BE AMENDED, RESTATED, REPEALED OR ADDED TO, OR NEW BYLAWS MAY BE ADOPTED, BY THE AFFIRMATIVE VOTE OF AT LEAST TWO-THIRDS OF THE VOTING TRUSTEES. ALL INSTRUMENTS AMENDING THESE BYLAWS SHALL BE NOTED UPON OR KEPT ATTACHED TO THE EXECUTED ORIGINAL OF THESE BYLAWS HELD BY THE SECRETARY OF THE CORPORATION. 10.02. PROHIBITIONS. THESE BYLAWS MAY NOT BE AMENDED TO AUTHORIZE THE TRUSTEES TO CONDUCT THE AFFAIRS OF THIS CORPORATION IN ANY MANNER OR FOR ANY PURPOSE CONTRARY TO THE PROVISIONS OF SECTION 501(C)(3) OF THE CODE, NOR MAY THEY BE AMENDED TO REDUCE THE PERCENTAGE OR NUMBER OF VOTES REQUIRED TO AMEND THE BYLAWS BELOW TWO-THIRDS OF VOTING TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE, WHICH IS MADE UP OF SEVERAL BOARD MEMBERS. A COMPLETE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS 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 -24,993. 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 466170 FMV