2022-03-25T15:56:37-05:00 2021-05-31 ERNST & YOUNG US LLP 425 HOUSTON ST STE 600 FORT WORTH TX 76102 990 2020-06-01 741143128 St Mary's University % LORI SWETE ASSOC VP OF FINC STMA 2104363365 One Camino Santa Maria San Antonio TX 782288504 Aaron Hanna VP Admin & Finance 2104363414 2022-03-25 true aaron hanna 999009999 Melva Scott P01207335 8173351900 2 2020 2022-09-23 18:48:47Z Thomas M Mengler One Camino Santa Maria San Antonio TX 782288504 196425036 false 0928 X www.stmarytx.edu X 1926 TX TO FOSTER THE FORMATION OF PEOPLE IN FAITH AND EDUCATE LEADERS FOR THE COMMON GOOD THROUGH COMMUNITY, EDUCATION, AND ACADEMIC EXCELLENCE. SEE SCHEDULE O. 33 32 1897 19 184609 114652 17954027 20634776 120068988 116463016 12359616 17879642 1794602 -140697 152177233 154836737 45905612 48850988 0 0 67586176 59753584 0 0 2608537 34615170 30421817 148106958 139026389 4070275 15810348 341447478 393504246 45992780 42308270 295454698 351195976 ST. MARY'S UNIVERSITY, AS A CATHOLIC MARIANIST UNIVERSITY, FOSTERS THE FORMATION OF PEOPLE IN FAITH AND EDUCATES LEADERS FOR THE COMMON GOODTHROUGH COMMUNITY, INTEGRATED LIBERAL ARTS AND PROFESSIONAL EDUCATION, AND ACADEMIC EXCELLENCE. false false 95214984 48850988 105802856 INSTRUCTION, ACADEMIC SUPPORT, RESEARCH AND STUDENT SCHOLARSHIPS: ST. MARY'S UNIVERSITY IS COMMITTED TO ACADEMIC EXCELLENCE AND STUDENT OUTCOMES. ACADEMIC ACHIEVEMENT, SENSE OF COMMUNITY AND HOLISTIC LEARNING ARE PART OF WHAT SETS A ST. MARY'S EDUCATION APART. WITH AN ENROLLMENT OF 3,458 STUDENTS, THE 10-TO-1 STUDENT-TO-FACULTY RATIO ENABLES STUDENTS TO RECEIVE PERSONALIZED ATTENTION; THE UNIVERSITY HAS APPROXIMATELY 83 UNDERGRADUATE, GRADUATE AND LAW PROGRAMS FEATURING 1 DOCTORIAL DEGREE, 6 LAW PROGRAMS, 12 GRADUATE CERTIFICATE OPTIONS AND 5 UNDERGRADUATE CERTIFICATE OPTIONS. 18197726 0 4131237 STUDENT AND COMMUNITY SERVICE PROGRAMS: ST. MARY'S UNIVERSITY PROVIDES STUDENTS WITH OPPORTUNITIES TO DEVELOP LEADERSHIP SKILLS IN STUDENT ACADEMIC, SOCIAL AND PROFESSIONAL ORGANIZATIONS. STUDENTS MAY ALSO PARTICIPATE IN CIVIC ENGAGEMENT ACTIVITIES AND SERVICE TO OTHERS THROUGH COMMUNITY OUTREACH. FACILITIES INCLUDE SPACES FOR STUDY AND RECREATION. 8536521 6528923 AUXILIARY ENTERPRISES: ST. MARY'S UNIVERSITY OFFERS 13 RESIDENCE HALLS THAT PROVIDE A WIDE VARIETY OF COMMUNITIES. EACH HALL SERVES A DIFFERENT TYPE OF STUDENT COMMUNITY AND PROVIDES A VARIETY OF PROGRAMS AND SPACES FOR STUDENTS TO STUDY, BE ACTIVE, AND RELAX. STUDENTS WHO LIVE ON CAMPUS ARE MORE LIKELY TO COMPLETE THEIR DEGREES, ARE MORE INVOLVED IN CAMPUS LIFE, HAVE A BETTER SELF-IMAGE, ACHIEVE HIGHER GRADES, AND ARE MORE SATISFIED WITH THEIR COLLEGE EXPERIENCE. AUXILIARY ENTERPRISES ALSO INCLUDE SIX CAMPUS DINING VENUES AND A BOOKSTORE. 121949231 true true false false false false false false false true true true false false true true false true true true true false false false true false false false true true true false false false false false false false false false false true false false false false true false false false true 142 0 true 1897 true true true false false false false true true false false false false false false X 33 32 false false false false true true true true true false true true false true true true true true true false false TX X X LORI SWETE ASSOC VP OF FINC 2104363365 ONE CAMINO SANTA MARIA San Antonio TX 78228 Thomas M Mengler JD President 40.0 0.0 X X 380371 0 30537 Stephen Sheppard JD Professor 40.0 0.0 X 230798 0 31008 David W Sommer PhD Professor 40.0 0.0 X 223179 0 34169 Robert W Piatt Jr JD Professor 40.0 0.0 X 239834 0 17191 Vincent R Johnson JD Professor 40.0 0.0 X 228318 0 18943 Victoria Mather JD Professor 40.0 0.0 X 209874 0 27404 Andre Hampton JD Professor 40.0 0.0 X 196874 0 32384 Aaron M Tyler PHD-Thru720 Provost/V.P. Academic Affairs 40.0 0.0 X 190188 0 35054 Patricia E Roberts JD Dean, Law School 40.0 0.0 X 208320 0 12945 Colin P Marks JD Professor 40.0 0.0 X 206104 0 6217 Winston F Erevelles PHD Dean-Science, Engineering/tech 40.0 0.0 X 195395 0 6052 Joel Lauer V.P. University Advancement 40.0 0.0 X 153716 0 32478 Aaron C Hanna VP-Administration & Finance 40.0 0.0 X 176377 0 8771 William Buhrman-Beg720 Provost/V.P. Academic Affairs 40.0 0.0 X 154822 0 23811 Curtis D White VP-IT & Library Services 40.0 0.0 X 157198 0 7616 Timothy Eden SM EDD VP-Mission & Rector 40.0 0.0 X 104962 0 16505 Rev John Thompson SM Trustee 40.0 0.0 X 33333 0 0 Martin D Beirne JR JD Trustee 1.0 0.0 X 0 0 0 Brother Reinaldo Berrios SM Trustee 1.0 0.0 X 0 0 0 Brother Edward Brink SM Trustee 1.0 0.0 X 0 0 0 Brother Thomas F Giardino SM Trustee 1.0 0.0 X 0 0 0 Paula Gold-Williams Trustee 1.0 0.0 X 0 0 0 Steven D Jansma JD Trustee 1.0 0.0 X 0 0 0 Lauro Lopez Jr CPA Trustee 1.0 0.0 X 0 0 0 Michael T Martin Trustee 1.0 0.0 X 0 0 0 Brother Bernard Ploeger SM Trustee 1.0 0.0 X 0 0 0 Ray E Berend CPA Trustee 1.0 0.0 X 0 0 0 Richard Loza Trustee 1.0 0.0 X 0 0 0 Brother Jesse O'Neill SM Trustee 1.0 0.0 X 0 0 0 Michael A Schott Trustee 1.0 0.0 X 0 0 0 Leticia Contreras Chair of the Board 1.0 0.0 X X 0 0 0 Christopher R Martinez Vice Chairperson 1.0 0.0 X X 0 0 0 John M Vaught JD Vice Chairperson 1.0 0.0 X X 0 0 0 Leland T Blank Trustee 1.0 0.0 X 0 0 0 Sara E Dysart Trustee 1.0 0.0 X 0 0 0 Lynda M Ellis Trustee 1.0 0.0 X 0 0 0 Kelley Frost PhD Trustee 1.0 0.0 X 0 0 0 George Hernandez Jr Trustee 1.0 0.0 X 0 0 0 David S Herrmann JD Trustee 1.0 0.0 X 0 0 0 Sister Laura Leming FMI PhD Trustee 1.0 0.0 X 0 0 0 Ellen Manzullo MD Trustee 1.0 0.0 X 0 0 0 Steven Pena Sr Trustee 1.0 0.0 X 0 0 0 Katherine Resteiner Trustee 1.0 0.0 X 0 0 0 Yava Scott Trustee 1.0 0.0 X 0 0 0 Gaston Sosa de la Torre Trustee 1.0 0.0 X 0 0 0 Corinne Vela-Zapata Trustee 1.0 0.0 X 0 0 0 Rev Oscar Vasquez SM Chancellor 1.0 0.0 X X 0 0 0 Rev Dennis Arechiga Trustee 1.0 0.0 X 0 0 0 3289663 0 341085 100 true true false ARAMARK One Camino Santa Maria San Antonio TX 78228 Food Service 3070689 MF Digital Marketing Inc PO Box 13396 Chicago IL 60613 Marketing Service 497483 Ernst Young LLP 3712 Solutions Center Chicago IL 60677 Audit & Tax Services 417077 Ellucian Company LP 62578 Collections Center Dr Chicago IL 60693 Technology Services 227681 Sports Medicine Assoc of San Anton 21 Spurs Lane 300 San Antonio TX 78240 Medical Services 167568 15 56936 2072258 15109064 3396518 314886 20634776 EDUCATION AND GENERAL - TUITION & FEES 611310 108154599 108154599 0 0 Auxiliary Services 611710 6528923 6528923 0 0 Educational Program Fee 611710 342339 342339 0 0 EDUCATIONAL HEALTH INSURANCE 611710 824021 824021 0 0 EDUCATION & INSTITUTE FEES 611710 613134 613134 0 0 116463016 3889992 184609 3705383 0 0 34545 176053 -141508 0 -141508 -141508 55386342 41396692 13989650 13989650 13989650 16365 56936 15554 811 811 0 0 0 0 0 0 0 154836737 116463016 184609 17554336 0 0 48850988 48850988 0 0 0 0 2016066 1010287 574426 431353 0 0 0 0 47502995 40401971 5663112 1437912 5998 5998 0 0 6918159 5935453 615402 367304 3310366 2723437 474951 111978 6112451 5623473 479536 9442 1006510 342062 664448 0 399685 16501 383184 0 0 0 0 0 0 988508 0 988508 0 0 0 0 0 949381 461384 440354 47643 2949819 2311180 570531 68108 1454809 1236417 168658 49734 948796 668642 219555 60599 4161713 3550664 610941 108 412961 379237 24348 9376 0 0 0 0 1051216 702229 340655 8332 454090 454090 0 0 0 0 0 0 6761705 5695638 1061222 4845 1365220 891269 473951 0 Academic Program 697012 475328 220381 1303 BAD DEBT 387815 387815 0 PROGRAM AND EVENTS 294882 137587 156795 500 IMPROVEMENTS 25244 75396 -50152 0 139026389 121949231 14468621 2608537 0 0 0 33618197 38761028 4970569 3317884 6321804 7294337 0 0 0 0 3044299 2375526 0 0 823656 765078 238493437 129961026 113002973 108532411 129481182 171817469 50184798 60640513 0 0 0 0 0 0 341447478 393504246 6522892 6304010 0 0 3081916 1884584 32250000 30580000 0 0 0 0 0 0 0 0 4137972 3539676 45992780 42308270 X 134938605 153101996 160516093 198093980 295454698 351195976 341447478 393504246 X 15810348 39160930 0 0 770000 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200145000 3689420 57114842 4557400 4973699 251418163 196463000 4477000 8793000 4865000 4723000 200145000 196013000 4826000 5595000 5908000 4063000 196463000 183036730 4877325 19404000 7029100 4275955 196013000 168764730 1943000 20716000 4638000 3749000 183036730 0.27000 0.37000 0.36000 true false 0 600645 600645 0 135894369 55727450 80166919 0 0 24350207 20657472 3692735 0 77648216 53576104 24072112 108532411 U.S. EQUITIES FUND 11529889 U.S. REAL ESTATE TRUST FUNDS 8444960 INTERNATIONAL HEDGE FUND 59372 MULTI-STRATEGY HEDGE FUNDS 23392259 CREDIT LONG SHORT HEDGE FUND 8066549 MULTI-STRATEGY PRIVATE EQUITY 9147484 60640513 0 U.S GOVERNMENT ADVANCES FOR STUDENT 3539676 3539676 X 144928170 39160929 770000 39930929 104997241 988508 48850988 49839496 154836737 89186893 0 0 89186893 988508 48850988 49839496 139026389 Schedule D, Part V-20, Line 4 Intended use of endowment funds THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN PURCHASING POWER OF THE ENDOWMENT ASSETS. FOR UNCERTAIN TAX POSITIONS PART X, LINE 2 THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE). THIS EXEMPTION DOES NOT APPLY TO UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, WHICH IS SUBJECT TO FEDERAL INCOME TAX. THE UNIVERSITY HAD NO MATERIAL TAX LIABILITY RESULTING FROM SUCH UNRELATED BUSINESS INCOME IN 2021 OR 2020. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE UNCERTAIN TAX POSITIONS TAKEN BY THE UNIVERSITY. THE CONSOLIDATED FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE LIKELY THAN NOT BASED ON THE TECHNICAL MERITS, TO BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR U.S. DEPARTMENT OF TREASURY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY, AND HAS CONCLUDED THAT AS OF MAY 31, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE UNIVERSITY HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D ROTC NON-CASH GRANTS $ 770,000 PART XI, LINE 4B: SCHOLARSHIPS $48,850,988 PART XII, LINE 4B: SCHOLARSHIPS $48,850,988 true true true true true true true false false false false false false false false true false true Racially Nondiscriminatory Policy PART I, LINE 3 THE POLICY IS INCLUDED IN ALL STUDENT CATALOGUES AND BROCHURES, IN THE STUDENT APPLICATION FORMS, EMPLOYMENT APPLICATIONS, AND ON THE UNIVERSITY'S WEBSITE ACCESSIBLE TO THE PUBLIC AT WWW.STMARYTX.EDU/POLICIES/. FOLLOWING ARE THE DISCLOSURES INCLUDED IN THE STUDENT APPLICATION PROCESS: ST. MARY'S UNIVERSITY IS AN EQUAL EDUCATION OPPORTUNITY INSTITUTION. THE UNIVERSITY'S ADMISSION STANDARDS AND PRACTICES ARE FREE FROM DISCRIMINATION ON THE BASIS OF AGE, SEX, RACE, CREED, COLOR, DISABILITY, ETHNICITY OR NATIONAL ORIGIN. IN COMPLIANCE WITH TITLE IX, ST. MARY'S UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF SEX IN THE EDUCATION PROGRAMS OR ACTIVITIES IT OPERATES. QUESTIONS REGARDING TITLE IX MAY BE REFERRED TO THE ST. MARY'S UNIVERSITY TITLE IX OFFICER OR TO THE OFFICE OF CIVIL RIGHTS, U.S. DEPARTMENT OF EDUCATION. ST. MARY'S UNIVERSITY IS COMMITTED TO ASSISTING ALL MEMBERS OF THE COMMUNITY IN PROVIDING FOR THEIR OWN SAFETY AND SECURITY. THE ANNUAL SECURITY AND FIRE SAFETY REPORT IS AVAILABLE ONLINE. IF YOU WOULD LIKE A HARD COPY OF THE REPORT, STOP BY THE ST. MARY'S POLICE DEPARTMENT OFFICE AT ONE CAMINO SANTA MARIA, SAN ANTONIO, TEXAS 78228 OR REQUEST A COPY BE MAILED TO YOU BY CALLING 210-436-3330. THE REPORT CONTAINS INFORMATION, REQUIRED BY LAW, REGARDING CAMPUS SECURITY AND PERSONAL SAFETY. THE REPORT ALSO CONTAINS INFORMATION ABOUT FIRE STATISTICS IN CAMPUS RESIDENTIAL FACILITIES AND CRIME STATISTICS FOR THE THREE PREVIOUS CALENDAR YEARS THAT OCCURRED ON CAMPUS; PROPERTY OWNED OR CONTROLLED BY THE UNIVERSITY; AND PUBLIC PROPERTY WITHIN, OR IMMEDIATELY ADJACENT TO AND ACCESSIBLE FROM THE CAMPUS. INFORMATION REGARDING GRADUATION AND RETENTION RATES IS AVAILABLE ONLINE. FINAL ADMISSION WILL BE GRANTED ONLY AFTER A FINAL TRANSCRIPT OF HIGH SCHOOL AND/OR COLLEGE WORK IS RECEIVED. ALL MATERIAL SENT TO ST. MARY'S UNIVERSITY BECOMES THE PROPERTY OF THE UNIVERSITY AND WILL NOT BE RELEASED. Financial aid or assistance from a government agency PART I, LINE 6A FINANCIAL AID IS PROVIDED TO ELIGIBLE STUDENTS THROUGH A NUMBER OF GOVERNMENTAL PROGRAMS, INCLUDING U.S. DEPARTMENT OF EDUCATION AND TEXAS EQUALIZATION GRANT PROGRAMS. THE UNIVERSITY IS THE DIRECT RECIPIENT OF FEDERAL GRANTS FROM THE U.S. DEPARTMENT OF JUSTICE, THE NATIONAL ENDOWMENT FOR THE HUMANITIES, THE NATIONAL SCIENCE FOUNDATION, THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, AND THE U.S. DEPARTMENT OF EDUCATION. IN ADDITION, THE UNIVERSITY RECEIVES PASS-THROUGH GRANTS FROM THE U.S. DEPARTMENT OF TRANSPORTATION AND THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. FEDERAL AND STATE AWARDS ARE AUDITED ANNUALLY ACCORDING TO THE COMPLIANCE REQUIREMENTS OF THE PROGRAMS. true false false false true false PART I, LINE 3, COLUMN (F) PROCEDURES FOR MONITORING USE OF GRANTS ACCOUNTING METHOD USED IS ACCRUAL. THERE ARE NO INVESTMENTS. ANY DISBURSEMENTS MADE BY ST. MARY'S UNIVERSITY WOULD BE IN ACCORDANCE WITH UNIVERSITY POLICY AND WOULD BE TO SUPPORT EDUCATION PROGRAMS. HOWEVER, DUE TO THE COVID-19 PANDEMIC, THERE WERE NO GRANT DISBURSEMENTS MADE IN THE CURRENT YEAR. GOLF TOURNAMENT 73301 56936 16365 3409 8736 3409 0 73301 56936 16365 3409 8736 3409 15554 811 true EDUC GRANT, SCHOL, TUIT DISCT 2986 48850988 PART I, LINE 2 INSTITUTIONAL GIFT AID IS AWARDED IN VARIOUS FORMS VIA THE FOLLOWING SELECTION PROCESS: ACADEMIC SCHOLARSHIPS - THE SELECTION OF THSE STUDENTS IS MADE BY THE UNDERGRADUATE, PH.D., AND LAW ADMISSION OFFICES. THE STUDENTS APPLICATION FOR ADMISSION SERVES AS THE SCHOLARSHIP APPLICATION. TALENT AWARDS (ATHLETICS & MUSIC) - THE SELECTION OF THESE STUDENTS ARE EITHER RECRUITED OR NOMINATE THEMSELVES FOR AWARD CONSIDERATION. SELECTION IS USUALLY BASED UPON PERFORMANCES AND AUDITIONS. NEED BASED AWARDS - THE OFFICE OF FINANCIAL ASSISTANCE DETERMINES ELIGIBILITY BASED UPON THE FAFSA. SELECTION IS MADE WITHIN APPROPRIATE UNIVERSITY GUIDELINES. THUS THE AWARDS ARE NOT REPORTED AS GRANTS. STUDENTS LOANS - THE FFLEP PROGRAM, THE STUDENT SELF SELECTS THE LENDER AND THE OFFICE OF FINANCIAL ASSISTANCE CERTIFIES ELIGIBILITY BASED UPON FEDERAL lender and the office of financial assistance certifies eligibility based upon federal regulations. X X true true X X X X false false false false false false false false false Aaron C Hanna VP-Administration & Finance 176377 0 0 0 0 0 0 0 8771 0 185148 0 0 0 Aaron M Tyler PHD-Thru720 Provost/V.P. Academic Affairs 190188 0 0 0 0 0 7292 0 27762 0 225242 0 0 0 Curtis D White VP-IT & Library Services 157198 0 0 0 0 0 4903 0 2713 0 164814 0 0 0 Winston F Erevelles PHD Dean-Science, Engineering/tech 195395 0 0 0 0 0 6052 0 0 0 201447 0 0 0 Stephen Sheppard JD Professor 230798 0 0 0 0 0 6271 0 24737 0 261806 0 0 0 Robert W Piatt Jr JD Professor 239834 0 0 0 0 0 6758 0 10433 0 257025 0 0 0 Vincent R Johnson JD Professor 228318 0 0 0 0 0 7583 0 11360 0 247261 0 0 0 Victoria Mather JD Professor 209874 0 0 0 0 0 5407 0 21997 0 237278 0 0 0 William Buhrman-Beg720 Provost/V.P. Academic Affairs 154822 0 0 0 0 0 3938 0 19873 0 178633 0 0 0 Joel Lauer V.P. University Advancement 153716 0 0 0 0 0 4443 0 28035 0 186194 0 0 0 Patricia E Roberts JD Dean, Law School 208320 0 0 0 0 0 0 0 12945 0 221265 0 0 0 David W Sommer PhD Professor 223179 0 0 0 0 0 6432 0 27737 0 257348 0 0 0 Colin P Marks JD Professor 206104 0 0 0 0 0 5071 0 1146 0 212321 0 0 0 Andre Hampton JD Professor 196874 0 0 0 0 0 6070 0 26314 0 229258 0 0 0 Thomas M Mengler JD President 380371 0 0 0 0 0 12065 0 18472 0 410908 0 0 0 PART I, LINE 1A - HOUSING ALLOWANCE The compensation of the president, Thomas M. Mengler, includes a housing allowance of $30,000 which is included in his taxable compensation. PART I, LINE 1A - HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES THE UNIVERSITY PAYS DUES DIRECTLY TO SEVERAL SOCIAL CLUBS FOR PRESIDENT MENGLER TO USE IN CONDUCTING UNIVERSITY BUSINESS. THE CLUBS ARE NOT USED FOR PERSONAL PURPOSES, AND THEREFORE, NOT INCLUDED IN PRESIDENT MENGLER'S COMPENSATION. A CITY OF OLMOS PARK TEXAS HIGHER EDU FAC CORP 521830279 xxxxxxxxx 2007-12-13 8500000 RESIDENCE HALL CONSTRUCTION false false false B CITY OF OLMOS PARK TEXAS HIGHER EDU FAC CORP 521351505 XXXXXXXXX 2016-09-30 25000000 RESIDENCE HALL CONSTRUCTION false false false C CITY OF OLMOS PARK TEXAS HIGHER EDU FAC CORP 050587302 XXXXXXXXX 2020-06-29 6290000 Refunding Series 2008 revenue bond false false false A 4730000 0 8651557 0 0 0 145975 0 0 8505582 0 0 2009 false false true true B 4000000 0 25000000 0 0 0 145618 0 0 24854382 0 0 2017 false false true true C 480000 0 6290000 0 0 0 119914 0 0 0 6170086 0 2020 true false true true A false false false false 0 false false false false B false false false false 0 false false false false C false false false false 0 false false false false A false false false true false false 0 false 0 false false B false false true false true false 0 false 0 false false C false true false false false false 0 false 0 false false A false B false C false PART I, COLUMN E & PART II, LINE 3 THE DIFFERENCE IN THE ISSUE PRICE SHOWN IN COLUMN E, AND PART II, LINE 3, TOTAL PROCEEDS OF ISSUE, IS THE EARNINGS DURING THE CONSTRUCTION PERIOD. FOR THE CITY OF OLMOS PARK, TX HIGHER EDUCATION CORP SERIES 2007 BONDS LISTED on row A. IN SCHEDULE K, PART I, ROW A, THE CUMULATIVE EARNINGS ARE $151,557. PART IV, LINE 2C 2007 BOND ISSUE LISTED IN A - REBATE ANALYSIS WAS PERFORMED IN 2010 WITH A CUMULATIVE NEGATIVE REBATE LIABILITY OF $98,797.45 AND FUND WAS DEPLETED ON 12/13/2009. NO REBATE ANALYSIS WILL BE PERFORMED. PART IV, LINE 2C 2020 Refunding Series 2008 revenue bonds PART V THE UNIVERSITY IS IN THE PROCESS OF DEVELOPING AND IMPLEMENTING A WRITTEN POLICY TO ENSURE COMPLIANCE WITH FEDERAL TAX REQUIREMENTS FOR TAX EXEMPT BONDS. Although a formal policy is not yet implemented, the Controller's Office works with Residence Life to monitor contractual and rental arrangements. The University consults tax professionals and/or bond counsel to evaluate new activities. X 11 314886 AVG HIGH & LOW PRICE false true true PART I, COLUMN (B) THE AMOUNTS REPORTED IN COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 32A ST. MARY'S UNIVERSITY CONDUCTS AN ANNUAL PHONATHON PROGRAM MANAGED INTERNALLY BY STAFF USING SOFTWARE CONTRACTED ANNUALLY. THE ORGANIZATION ALSO HIRES PROFESSIONALS TO SELL NON-CASH CONTRIBUTIONS WHEN RECEIVED, SUCH AS REAL ESTATE AND STOCKS. FORM 990, PART I, LINE 1 ST. MARY'S UNIVERSITY IS THE FIRST INSTITUTION OF HIGHER LEARNING IN SAN ANTONIO AND THE OLDEST CATHOLIC UNIVERSITY IN TEXAS AND THE SOUTHWEST. FORM 990, PART III, LINE 1 ST. MARY'S UNIVERSITY, AS A CATHOLIC MARIANIST UNIVERSITY, FOSTERS THE FORMATION OF PEOPLE IN FAITH AND EDUCATES LEADERS FOR THE COMMON GOOD THROUGH COMMUNITY, INTEGRATED LIBERAL ARTS AND PROFESSIONAL EDUCATION, AND ACADEMIC EXCELLENCE. FORM 990, PART VI, LINE 6 BYLAWS, ARTICLE 3.1 MEMBERS OF THE CORPORATION THE FOLLOWING SHALL BE THE MEMBERS OF THE CORPORATION (EACH INDIVIDUALLY A 'MEMBERCOLLECTIVELY THE 'MEMBERS'): (A) THE PROVINCIAL SUPERIOR OF THE SOCIETY OF MARY, PROVINCE OF THE UNITED STATES, DULY APPOINTED ACCORDING TO THE RULE OF LIFE OF THE SOCIETY OF MARY; (B) ALL THE INDIVIDUALS SERVING ON THE PROVINCIAL COUNCIL OF THE SOCIETY OF MARY, PROVINCE OF THE UNITED STATES, DULY APPOINTED ACCORDING TO THE RULE OF LIFE OF THE SOCIETY OF MARY; (C) THE DULY APPOINTED PRESIDENT OF THE UNIVERSITY, AND THE DULY ELECTED CHAIRPERSON OF THE BOARD OF TRUSTEES OF ST. MARY'S UNIVERSITY (THE 'BOARD OF TRUSTEES') FORM 990, PART VI, LINE 7A BYLAWS, ARTICLE 3.3 POWERS OF THE MEMBERS OF THE CORPORATION THE MEMBERS OF THE CORPORATION SHALL ENJOY THE FOLLOWING POWERS: - TO APPROVE, BY A MAJORITY VOTE, NOMINATIONS FOR ELECTION TO THE BOARD OF TRUSTEES SUBMITTED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND REMOVAL OF MEMBERS OF THE BOARD, BY A MAJORITY VOTE, UPON THE RECOMMENDATION OF THE EXECUTIVE COMMITTEE OF THE BOARD. THE APPROVAL SHALL NOT, IN EITHER INSTANCE, BE UNREASONABLY WITHHELD; - TO APPROVE THE RECOMMENDATIONS FOR PRESIDENT OF THE UNIVERSITY AS OUTLINED IN ARTICLE 4.3. BYLAWS, ARTICLE 4.3 SELECTION OF THE PRESIDENT OF THE UNIVERSITY THE BOARD OF TRUSTEES SHALL CHOOSE THE PRESIDENT OF THE UNIVERSITY IN THE FOLLOWING MANNER: (A) THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES SHALL APPOINT A PRESIDENTIAL NOMINATING COMMITTEE AND SELECT ITS CHAIRPERSON. (B) THE CHANCELLOR, AS THE PROVINCIAL OF THE MARIANIST PROVINCE OF THE UNITED STATES, OR HIS DESIGNATE FROM THE BOARD OF TRUSTEES SHALL BE A MEMBER OF THE PRESIDENTIAL NOMINATING COMMITTEE, AS WELL AS THE VICE PRESIDENT FOR MISSION AND RECTOR. (C) THE PRESIDENTIAL NOMINATING COMMITTEE SHALL PREPARE A DESCRIPTION OF THE POSITION AND A PROFILE OF THE DESIRED CANDIDATE. (D) BEFORE OPENING THE SEARCH, THE DESCRIPTION OF THE POSITION AND PROFILE OF THE DESIRED CANDIDATE SHALL THEN BE RATIFIED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND BY THE MEMBERS OF THE CORPORATION, WHICH RATIFICATION SHALL NOT BE UNREASONABLE WITHHELD. (E) THE PRESIDENT SHALL BE A ROMAN CATHOLIC AND HAVE THE DESIRE AND ABILITY TO PROVIDE LEADERSHIP FOR ST. MARY'S UNIVERSITY AS A CATHOLIC AND MARIANIST UNIVERSITY. QUALIFIED INDIVIDUALS MEETING THE PROFILE AND DESCRIPTION OF THE POSITION WILL BE INVITED TO APPLY, ALTHOUGH THE PRESIDENTIAL NOMINATING COMMITTEE SHALL GIVE SPECIAL CONSIDERATION TO QUALIFIED MEMBERS OF THE SOCIETY OF MARY. (F) THE RECOMMENDATION OF THE PRESIDENTIAL NOMINATING COMMITTEE SHALL BE MADE FIRST TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE SHALL MAKE A RECOMMENDATION OF A CANDIDATE OR CANDIDATES FOR PRESIDENT TO THE MEMBERS OF THE CORPORATION. THE MEMBERS MUST APPROVE THE RECOMMENDATION OF A CANDIDATE OR CANDIDATES BY A MAJORITY VOTE OF THE MEMBERS OF THE CORPORATION AT A MEETING OF WHICH A QUORUM IS PRESENT. THIS APPROVAL SHALL NOT BE UNREASONABLY WITHHELD. WHEN APPROVED BY THE MEMBERS OF THE CORPORATION, THE EXECUTIVE COMMITTEE SHALL SUBMIT THE RECOMMENDATION TO THE BOARD OF TRUSTEES FOR ELECTION OF THE PRESIDENT. (G) THE PRESIDENT SHALL BE ELECTED BY TWO-THIRDS VOTE OF THE TOTAL MEMBERSHIP OF THE BOARD OF TRUSTEES. FORM 990, PART VI, LINE 7B BYLAWS, ARTICLE 3.3 POWERS OF THE MEMBERS OF THE CORPORATION THE MEMBERS OF THE CORPORATION SHALL ENJOY THE FOLLOWING POWERS: - TO APPROVE AND CHANGE THE BYLAWS OF THE UNIVERSITY UPON RECOMMENDATION OF THE BOARD OF TRUSTEES IN ACCORDANCE WITH ARTICLE 10; - TO APPROVE THE SALE OR TRANSFER OF ANY REAL PROPERTY OF THE UNIVERSITY; - TO DETERMINE THE DISTRIBUTION OF THE ASSETS OF THE UNIVERSITY IN THE EVENT OF ITS DISSOLUTION IN ACCORDANCE WITH ARTICLE 2.4. BYLAWS ARTICLE 2.4 FINANCIAL RESOURCES OF THE UNIVERSITY UPON THE DISSOLUTION OF THE UNIVERSITY OR THE WINDING UP OF ITS AFFAIRS, THE ASSETS OF THE UNIVERSITY SHALL BE DISTRIBUTED EXCLUSIVELY TO THE MARIANIST PROVINCE OF THE UNITED STATES OR ITS SUCCESSORS; IF SUCH DISTRIBUTION IS NOT POSSIBLE OR FEASIBLE, THEN TO THE CHAMINADE FOUNDATION, A NON-PROFIT CORPORATION AND LEGAL PRESENCE OF THE GENERAL ADMINISTRATION OF THE SOCIETY OF MARY IN THE UNITED STATES; IF THE FOREGOING OPTIONS ARE NOT PERMITTED OR FEASIBLE, THEN THE ASSETS SHALL BE DISTRIBUTED EXCLUSIVELY TO CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL ORGANIZATIONS WHICH WOULD THEN QUALIFY UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE REGULATIONS PROMULGATED THERE UNDER AS THEY NOW EXIST OR AS THEY MAY HEREAFTER BE AMENDED. FORM 990, PART VI, LINE 11A & 11B THE UNIVERSITY STAFF PREPARED FORM 990, WHICH WAS REVIEWED INTERNALLY, THEN REVIEWED BY ERNST & YOUNG LLP. A DRAFT OF THIS FORM 990, WITH A REDACTED SCHEDULE B TO ENSURE DONOR PRIVACY AND CONFIDENTIALITY, WAS DISTRIBUTED TO, REVIEWED WITH, AND APPROVED BY THE AUDIT AND ETHICS COMMITTEE OF THE BOARD OF TRUSTEES, THEN MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, LINE 12C TRUSTEES ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE DISCLOSING ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. IF A CONFLICT OF INTEREST IS IDENTIFIED, THAT INDIVIDUAL SHALL NOT VOTE ON SUCH MATTER AND SHALL NOT BE PRESENT AT THE TIME OF THE VOTE. FACULTY WITH ADMINISTRATIVE RESPONSIBILITIES AND STAFF ARE REQUIRED ANNUALLY TO READ AND ACKNOWLEDGE THE UNIVERSITY'S CODE OF CONDUCT. THE CODE REQUIRES REPORTING TO THE EMPLOYEE'S SUPERVISOR AND/OR THE OFFICE OF HUMAN RESOURCES WHEN AN ISSUE ARISES. MONITORING IS PERFORMED THROUGH THE UNIVERSITY'S SYSTEM OF FINANCIAL ACCOUNTING CONTROLS AND BY SUPERVISORY OVERSIGHT. FORM 990, PART VI, LINE 15A THE PRESIDENT'S AND UNIVERSITY OFFICERS' SALARIES ARE REVIEWED EACH FISCAL YEAR AND BENCHMARKED USING THE ANNUAL COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION (CUPA) COMPENSATION STUDY. THE PRESIDENT'S COMPENSATION IS ALSO COMPARED WITH COMPENSATION REPORTED ON FORM 990 OF PEER INSTITUTIONS, REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, THEN REPORTED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, LINE 19 AUDITED FINANCIAL REPORTS, GOVERNING DOCUMENTS, FORMS 990, AND POLICIES, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ON THE UNIVERSITY WEBSITE AT WWW.STMARYTX.EDU. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES ROTC NON-CASH GRANT $770,000 SOCIETY OF MARY PROVINCE OF THE US 4425 West Pine Blvd St Louis MO 63108 030415363 Religious ORG MO 501(c)(3) 1 NA false ST MARY'S UNIVERSITY SCHOOL OF LAW FDN 1300 Post Oak Blvd 25th Floor Houston TX 77056 204032309 SUPPORT TX 501(c)(3) 10 NA false ST MARY'S UNIVERSITY ALUMNI ASSOC ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 741742119 SUPPORT TX 501(C)(3) C Corporation 0 0 false false false true false false false false false false false false false false false false false false false false