OBLATE SCHOOL OF THEOLOGY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OBLATE SCHOOL OF THEOLOGY (EIN 74-1357323)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202521359349304542
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T09:55:01-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S HIGH ST SUITE 100 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741357323 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OBLATE SCHOOL OF THEOLOGY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OBLA | BusinessNameControlTxt |
| Phone | 2103411366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 OBLATE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782166631 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENE ESPINOSA | PersonNm |
| Person Title | VP-ADMINISTRATION AND FINANCE | PersonTitleTxt |
| Phone | 2103411366 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CIMINELLO | PreparerPersonNm |
| PTIN | P00796388 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RENE ESPINOSA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 OBLATE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782166631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,435,209 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OST.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE, FORM, AND RENEW MEN AND WOMEN TO "PREACH THE GOSPEL TO THE MOST ABANDONED." | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 31 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,152,701 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,196,416 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,666,961 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,636,642 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,494 | PYInvestmentIncomeAmt |
| CY Investment Income | -$121,616 | CYInvestmentIncomeAmt |
| PY Other Revenue | $320,445 | PYOtherRevenueAmt |
| CY Other Revenue | $522,543 | CYOtherRevenueAmt |
| PY Total Revenue | $7,163,601 | PYTotalRevenueAmt |
| CY Total Revenue | $9,233,985 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $706,272 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $751,265 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $6,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $450 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $67,338 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,059,829 | PYOtherExpensesAmt |
| CY Other Expenses | $8,136,834 | CYOtherExpensesAmt |
| PY Total Expenses | $8,772,101 | PYTotalExpensesAmt |
| CY Total Expenses | $8,888,549 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,608,500 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $345,436 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $58,198,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,919,036 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,785,680 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,939,886 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $54,412,598 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,979,150 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INSPIRED BY THE CHARISM OF THE MISSIONARY OBLATES OF MARY IMMACULATE, OBLATE SCHOOL OF THEOLOGY EDUCATES, FORMS, AND RENEWS MEN AND WOMEN TO "PREACH THE GOSPEL TO THE MOST ABANDONED." | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,561,764 | ExpenseAmt |
| Grant | $751,265 | GrantAmt |
| Revenue | $2,719,817 | RevenueAmt |
| Desc | OBLATE SCHOOL OF THEOLOGY (OST) IS AN ACCREDITED CATHOLIC SCHOOL OF THEOLOGY OFFERING GRADUATE LEVEL PROGRAMS IN THEOLOGY, PASTORAL MINISTRY AND DIVINITY, A DOCTORAL PROGRAM IN MINISTRY, AND A PHD PROGRAM IN SPIRITUALITY. OST PREPARES MEN FOR PRIESTHOOD FROM MANY DIOCESES AND RELIGIOUS COMMUNITIES ACROSS THE UNITED STATES AND ABROAD. OST ALSO PREPARES MEN AND WOMEN,RELIGIOUS AS WELL AS LAITY, FROM CATHOLIC AND OTHER CHRISTIAN TRADITIONS FOR A VARIETY OF MINISTRIES. DURING FISCAL YEAR 2024 OST PROVIDED EDUCATIONAL SERVICES FOR APPROXIMATELY 200 STUDENTS IN DEGREE PROGRAMS, 163 STUDENTS IN CERTIFICATE PROGRAMS, AND APPROXIMATELY 1,859 PARTICIPANTS AT 15 CONTINUING EDUCATION EVENTS. OST ISSUED DEGREES TO 22 STUDENTS IN MASTERS PROGRAMS, 2 DOCTORAL PROGRAM STUDENTS, 2 PHD STUDENTS, AND 30 CERTIFICATE STUDENTS IN VARIOUS PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $658,010 | ExpenseAmt |
| Revenue | $559,425 | RevenueAmt |
| Desc | THE MINISTRY TO MINISTERS (MTM) PROGRAM OFFERS ACTIVE MINISTERS A FOUR MONTH PROGRAM OF RENEWAL ADDRESSING THE NEEDS OF BODY, MIND AND SPIRIT. THE MTM PROGRAM IS OFFERED TWICE A YEAR. PARTICIPANTS IN THIS PROGRAM ARE HOUSED IN A FACILITY THAT ACCOMMODATES UP TO 25 PEOPLE AT A TIME. DURING FISCAL YEAR 2024 THE PROGRAM HOSTED 39 PARTICIPANTS AND PROVIDED THEM WITH ROOM AND BOARD, MINI-COURSES AND WORKSHOPS FOCUSED ON THEOLOGICAL UPDATING AND RENEWAL, AS WELL AS TOPICS ON INTEGRATIVE SPIRITUALITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $211,930 | ExpenseAmt |
| Revenue | $360,448 | RevenueAmt |
| Desc | THE OBLATE RENEWAL CENTER (ORC) IS A FACILITY FOR RELIGIOUS CONFERENCES, WORKSHOPS, RETREATS, AND SPIRITUAL COUNSELING. THE FACILITIES INCLUDE 3 CONFERENCE ROOMS, SEVERAL SMALLER BREAKOUT ROOMS, LIBRARY, CLASSROOMS AND 60 GUEST ROOMS WITH PRIVATE BATHS. DURING FISCAL YEAR 2024, THE ORC HELD APPROXIMATELY 35 EVENTS RELATED TO RELIGIOUS AND SPIRITUAL CONFERENCES, WORKSHOPS, AND RETREATS AND SERVED AND ACCOMMODATED APPROXIMATELY 1,565 GUESTS DURING THESE EVENTS. ADDITIONALLY, THE ORC RECEIVED $204,900 IN DONATED USE OF FACILITIES WHICH ARE NOT INCLUDED IN THE REVENUE AND EXPENSE REPORTED IN PART III. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,431,704 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENE ESPINOSA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2103411366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 OBLATE DRIVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782166631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| MR RENE ESPINOSA | |||||||
| VP - ADMIN AND FINANCE | 40.00 | 0.00 | Yes (X) | $0 | $117,336 | $19,685 | |
| MR SCOTT WOODWARD | |||||||
| PRESIDENT - FORMER | 40.00 | 0.00 | Yes (X) | $0 | $101,732 | $11,349 | |
| MRS CLAUDIA GARCIA | |||||||
| VP - INST ADVANCEMENT | 40.00 | 0.00 | Yes (X) | $0 | $100,237 | $11,320 | |
| SR SUSAN PONTZ SSCM | |||||||
| VP - ACADEMIC AFFAIRS | 40.00 | 0.00 | Yes (X) | $0 | $100,962 | $9,222 | |
| REV THOMAS KLOSTERKAMP OMI | |||||||
| VP - MISSION | 20.00 | 0.00 | Yes (X) | $0 | $49,585 | $6,735 | |
| VERY REV LOUIS STUDER OMI | |||||||
| CHAIRMAN | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| REV JOSE ANATONIO PONCE DIAZ OMI | |||||||
| VICE CHAIR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| REV JIM CHAMBERS OMI | |||||||
| SECRETARY/TREASURER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MR RICHARD ACOSTA | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MR STEVE AVERY | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MS JASMINE AZIMA | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| REV JIM BROBST OMI | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| REV JEROME CHAVARRIA CSSR | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MOST REV SYLVESTER DAVIS OMI | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MR JAMES ELLER | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MOST REV GUSTAVO GARCIA-SILLER MSPS | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| REV JUAN GASPAR OMI | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MRS GINGER KEMMY | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MR ROBERT C KUSENBERGER JR CPA | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SR TERESA MAYA CCVI | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| REV JIM MYERS PSS | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MOST REV MICHAEL F OLSON STD MA | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SR JANE ANN SLATER CDP PHD | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MS VANESSA VANCE | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| REV RUFUS WHITLEY OMI | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DR CAROLYN WOO | |||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $469,852 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $58,311 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WARHAWK GROUP LLC DBA WARHAWK GROUP SE | |||||
| 9102 ADDISON RIDGE | SAN ANTONIO | TX | 78254 | SECURITY SERVICES | $148,932 |
| SHAFER-ANDERSON HOLDINGS LLC | |||||
| 3800 SAN PEDRO | SAN ANTONIO | TX | 78212 | HVAC REPAIR SERVICES | $106,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $4,715 | FundraisingAmt |
| Related Organizations | $2,500,000 | RelatedOrganizationsAmt |
| Government Grants | $609,467 | GovernmentGrantsAmt |
| All Other Contributions | $2,082,234 | AllOtherContributionsAmt |
| Total Contributions | $5,196,416 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION FEES: OST | 611600 | $2,716,769 | $2,716,769 |
| TUITION FEES: MTM | 611600 | $559,425 | $559,425 |
| RENEWAL CENTER REVENUE | 611710 | $360,448 | $360,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,636,642 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,934 | TotalRevenueColumnAmt |
| Exclusion | $15,934 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $470,190 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $470,190 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $470,190 | TotalRevenueColumnAmt |
| Exclusion | $470,190 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,061,026 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,198,576 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$137,550 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$137,550 | TotalRevenueColumnAmt |
| Exclusion | -$137,550 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | -$3,718 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $4,715 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,648 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,366 | TotalRevenueColumnAmt |
| Exclusion | -$6,366 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| FSA FORFEITURE | 611600 | $55,671 | $55,671 | |
| COLLECTIONS FROM BAD DEBT | 611600 | $2,650 | $2,650 | |
| WEDDINGS & FUNERALS | 611600 | $250 | $250 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $148 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $148 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $58,719 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,233,985 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,639,690 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $397,879 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $751,265 | TotalAmt |
| Program Services | $751,265 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,089 | TotalAmt |
| Program Services | $14,310 | ProgramServicesAmt |
| Management And General | $27,779 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450 | TotalAmt |
| Fundraising | $450 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,718 | TotalAmt |
| Program Services | $208,718 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,750 | TotalAmt |
| Program Services | $2,558 | ProgramServicesAmt |
| Management And General | $134,192 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,804 | TotalAmt |
| Program Services | $321,530 | ProgramServicesAmt |
| Management And General | $152,274 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,778 | TotalAmt |
| Program Services | $83,429 | ProgramServicesAmt |
| Management And General | $88,349 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,402 | TotalAmt |
| Program Services | $524,076 | ProgramServicesAmt |
| Management And General | $255,326 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,898 | TotalAmt |
| Program Services | $58,843 | ProgramServicesAmt |
| Management And General | $8,055 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,385 | TotalAmt |
| Management And General | $141,385 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,593 | TotalAmt |
| Program Services | $589,233 | ProgramServicesAmt |
| Management And General | $51,360 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,025 | TotalAmt |
| Program Services | $36,140 | ProgramServicesAmt |
| Management And General | $137,885 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LEASED EMPLOYEE EXPENSE | $4,930,847 | $3,539,511 | $1,327,869 | $63,467 |
| KITCHEN EXPENSE | $144,569 | $144,569 | ||
| REPAIRS AND MAINTENANCE | $101,541 | $92,646 | $8,895 | |
| HOSPITALITY | $82,957 | $44,612 | $38,345 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,478 | TotalAmt |
| Program Services | $20,264 | ProgramServicesAmt |
| Management And General | $17,793 | ManagementAndGeneralAmt |
| Fundraising | $3,421 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,888,549 | TotalAmt |
| Program Services | $6,431,704 | ProgramServicesAmt |
| Management And General | $2,389,507 | ManagementAndGeneralAmt |
| Fundraising | $67,338 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,491 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,032,558 | BOYAmt |
| EOY | $2,950,895 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,962 | BOYAmt |
| EOY | $265,520 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,921 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,752 | BOYAmt |
| EOY | $71,002 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,945,933 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,990,367 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,266,350 | BOYAmt |
| EOY | $14,955,566 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,874 | BOYAmt |
| EOY | $113,792 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,141 | BOYAmt |
| EOY | $22,227 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,827,229 | BOYAmt |
| EOY | $39,540,034 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,198,278 | BOYAmt |
| EOY | $57,919,036 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,435 | BOYAmt |
| EOY | $535,427 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,283 | BOYAmt |
| EOY | $265,663 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,175,962 | BOYAmt |
| EOY | $2,076,057 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $62,739 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,785,680 | BOYAmt |
| EOY | $2,939,886 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,805,053 | BOYAmt |
| EOY | $12,153,998 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,607,545 | BOYAmt |
| EOY | $42,825,152 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,412,598 | BOYAmt |
| EOY | $54,979,150 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,198,278 | BOYAmt |
| EOY | $57,919,036 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $345,436 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$20,914 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $242,030 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,772,901 | BeginningYearBalanceAmt |
| Contributions | $940,100 | ContributionsAmt |
| Investment Earnings Or Losses | $177,106 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,727,480 | OtherExpendituresAmt |
| End Year Balance | $35,162,627 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,627,264 | BeginningYearBalanceAmt |
| Contributions | $1,500,042 | ContributionsAmt |
| Investment Earnings Or Losses | $1,573,790 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,928,195 | OtherExpendituresAmt |
| End Year Balance | $35,772,901 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,492,561 | BeginningYearBalanceAmt |
| Contributions | $3,772,359 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,458,572 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,179,084 | OtherExpendituresAmt |
| End Year Balance | $34,627,264 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,139,129 | BeginningYearBalanceAmt |
| Contributions | $1,132,676 | ContributionsAmt |
| Investment Earnings Or Losses | $10,417,037 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,196,281 | OtherExpendituresAmt |
| End Year Balance | $35,492,561 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,839,981 | BeginningYearBalanceAmt |
| Contributions | $875,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,557,614 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,018,238 | OtherExpendituresAmt |
| End Year Balance | $25,139,129 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.87000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,326,776 | OtherCostOrOtherBasisAmt |
| Book Value | $1,326,776 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,664,485 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,609,314 | DepreciationAmt |
| Book Value | $13,055,171 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,849,885 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,381,053 | DepreciationAmt |
| Book Value | $468,832 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,787 | OtherCostOrOtherBasisAmt |
| Book Value | $104,787 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,955,566 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN CHARITABLE GIFT ANNUITIES | $249,115 |
| INVESTMENTS IN OIP TRUST | $38,681,452 |
| ERC RECEIVABLE | $609,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $39,540,034 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK OVERDRAFT | Desc |
| Amt | $62,739 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $62,739 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,551,414 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$20,914 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $664,654 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $242,030 | OtherRevenueAmt |
| Revenue Not Reported | $885,770 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,665,644 | RevenueSubtotalAmt |
| Other Revenues Not Included | $568,341 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $568,341 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,233,985 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,984,862 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $664,654 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $664,654 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,320,208 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $568,341 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $568,341 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,888,549 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO SUPPORT ENDOWED CHAIRS, SCHOLARSHIPS, AND UNDERWRITE GENERAL OPERATING COSTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF ANNUITY TRUST 261,399. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CGA -19,369. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP EXPENSES INCLUDED IN REVENUE 568,341. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNCTIONAL EXPENSES INCLUDED IN REVENUE 568,341. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE NONDISCRIMINATION POLICY IS PUBLISHED IN THE OST CATALOG ON PAGE 1 AND IS AVAILABLE IN PRINT OR ON-LINE THROUGH THE SCHOOL'S WEBSITE. THE CATALOG IS AVAILABLE TO BOTH CURRENT AND POTENTIAL STUDENTS. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVED EMPLOYEE RETENTION CREDIT FUNDS DURING FYE 2024. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 179 | RecipientCnt |
| Cash Grant | $751,265 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REQUIRES STUDENTS WHO RECEIVE ASSISTANCE TO COMPLETE APPLICATIONS FOR ASSISTANCE AND DEMONSTRATE THEIR NEED. ONCE ASSISTANCE IS RECEIVED BY A STUDENT THE ORGANIZATION MONITORS THE STUDENT TO ENSURE THAT THE COURSES FOR WHICH ASSISTANCE WAS RECEIVED ARE SUCCESSFULLY COMPLETED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL HAVE GENERAL SUPERVISION OF THE ADMINISTRATION AND PROPERTY OF THE SCHOOL EXCEPT THAT IT MAY NOT TAKE ANY ACTION INCONSISTENT WITH A SPECIFIC DIRECTION OF THE BOARD OF TRUSTEES, UNLESS SPECIFICALLY EMPOWERED BY THE BOARD OF TRUSTEES TO DO SO, NOR MAY IT TAKE ANY ACTION WHICH HAS BEEN EXPLICITLY RESERVED BY THE BOARD OF TRUSTEES. THE FOLLOWING ARE MEMBERS OF THE EXECUTIVE COMMITTEE: LOUIS STUDER, OMI, (CHAIR), MR. SCOTT WOODWARD (OST PRESIDENT), REV. RUFUS WHITLEY, OMI, REV. JIM CHAMBERS, OMI, SR. JANE ANN SLATER, CDP, DR. CAROLYN WOO, SR. TERESA MAYA, CCVI, AND MR. RENE ESPINOSA, VP OF ADMINISTRATION AND FINANCE, WHO IS NOT AN OFFICAL MEMBER OF THE EXECUTIVE COMMITTEE, BUT ACTS AS A LIASON BETWEEN THE COMMITTEE AND THE SCHOOL. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THIS CORPORATION SHALL BE THE PROVINCIAL SUPERIOR, THE PROVINCIAL TREASURER AND THOSE CERTAIN QUALIFIED MEMBERS WHO ARE DULY APPOINTED AND/OR AFFIRMED IN COUNCIL AT ANY TIME AND FROM TIME TO TIME BY THE PROVINCIAL SUPERIOR. THE PROVINCIAL SUPERIOR SHALL SERVE AND IS CHAIRPERSON OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THIS CORPORATION SHALL BE APPOINTED FROM AMONG THOSE CERTAIN MEMBERS OF THE UNITED STATES PROVINCE OF THE MISSIONARY OBLATES OF MARY IMMACULATE, A RELIGIOUS AND APOSTOLIC CONGREGATION OF THE ROMAN CATHOLIC CHURCH ("RELIGIOUS CONGREGATION") APPOINTED AND/OR AFFIRMED IN COUNCIL AT ANY TIME AND FROM TIME TO TIME BY THE SUPERIOR GENERAL OF THE RELIGIOUS CONGREGATION TO SERVE IN THE ECCLESIASTICAL OFFICES OF THE PROVINCIAL SUPERIOR, PROVINCIAL COUNCILOR(S) AND THE PROVINCIAL TREASURER ("QUALIFIED MEMBERS"). |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING ENUMERATED POWERS ARE RESERVED TO THE MEMBERS OF THIS CORPORATION. THE POWER: A. TO APPROVE THE STATED PHILOSOPHY ACCORDING TO WHICH OBLATE SCHOOL OF THEOLOGY OPERATES; B. TO ADOPT AMENDMENTS TO THE ARTICLES OF INCORPORATION AND TO THE BY-LAWS WHICH ARE PROPOSED BY THE BOARD OF TRUSTEES, AND, BY EXCEPTION, TO INITIATE SUCH AMENDMENTS; C. TO ELECT TRUSTEES; D. TO LEASE, SELL, OR ENCUMBER CORPORATE REAL ESTATE AFTER CONSULTATION WITH THE BOARD OF TRUSTEES; E. TO MERGE OR DISSOLVE THE CORPORATION; F. TO APPROVE OR DISAPPROVE THE ELECTION AND/ OR REMOVAL OF THE PRESIDENT OF THE SCHOOL OF THEOLOGY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S FORM 990 IS PRESENTED TO MEMBERS OF THE FINANCE COMMITTEE FOR REVIEW BEFORE FILING. THE FORM 990 IS MADE AVAILABLE TO ANY BOARD MEMBER UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES AND VOLUNTEERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS ALL CONFLICT OF INTEREST STATEMENTS AND ACKNOWLEDGES ANY CONFLICTS IN THE MINUTES OF THE BOARD OF TRUSTEES. BOARD MEMBERS WITH CONFLICTS, IF ANY, ARE REQUIRED TO ABSTAIN FROM DISCUSSION AND VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL EMPLOYEES ARE COMPENSATED BY A RELATED ORGANIZATION, THE OBLATE SERVICE CORPORATION. COMPENSATION IS ESTABLISHED BY THE PRESIDENT AND VICE PRESIDENT FOR ADMINISTRATION AND FINANCE WITH FINAL APPROVAL BY THE EXECUTIVE AND FINANCE COMMITTEES OF THE BOARD OF TRUSTEES. SALARY SURVEYS ARE ALSO USED TO DETERMINE SALARY RANGES FOR VARIOUS POSITIONS. THE EXECUTIVE AND FINANCE COMMITTEES REVIEW AND COMPARE EXECUTIVE SALARIES TO SALARY SURVEYS OF INSTITUTIONS OF SIMILAR SIZE OBTAINED FROM ACCREDITING AGENCIES. THE PROCESS FOR REVIEWING THE PRESIDENT'S COMPENSATION BY THE BOARD IS DONE UPON INITIAL HIRING AND/OR IF PRESIDENT REQUESTS A PAY INCREASE. THE PRESIDENT'S COMPENSATION WAS LAST REVIEWED IN FY 2024; HOWEVER, COLA INCREASES ARE APPROVED ANNUALLY DURING THE BUDGET PROCESS AND NEW RATES ARE REFLECTED ON ANNUAL CONTRACT. FURTHER, THE ANNUAL CONTRACT FOR THE PRESIDENT IS REVIEWED AND APPROVED BY THE BOARD'S TREASURER. ANNUAL COLA INCREASES IN COMPENSATION FOR THE SCHOOL ARE APPROVED BY THE BOARD DURING THE BUDGET PROCESS EVERY MARCH. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, LINE 2: | THE SCHOOL LEASES ITS EMPLOYEES FROM THE OBLATE SERVICE CORPORATION (OSC). THEREFORE, THIS AMOUNT HAS BEEN REPORTED AS 0. FOR THIS REASON COMPENSATION AMOUNTS ARE REPORTED IN COLUMN E OF PART VII. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF OIP CHARITABLE TRUST 261,399. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CGA -19,369. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| US PROVINCE OF THE MISSIONARY OBLATES OF MARY IMMACULATE INC | ||||||||||
| 391 MICHIGAN AVE NE | WASHINGTON | DC | 200171516 | 522133725 | CHURCH OPERATIONS | DC | 501(C)(3) | 1 | N/A | 0 |
| OBLATE SERVICE CORPORATION | ||||||||||
| 391 MICHIGAN AVE NE | WASHINGTON | DC | 200171516 | 522133723 | CHURCH OPERATIONS | DC | 501(C)(3) | 1 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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