HALLMARK UNIVERSITY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HALLMARK UNIVERSITY INC (EIN 45-4620000)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-02
- IRS object ID
- 202502459349301620
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-02T15:37:02-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050568611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SST ACCOUNTANTS & CONSULTANTS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12720 HILLCREST ROAD SUITE 500 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752302039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454620000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLMARK UNIVERSITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALL | BusinessNameControlTxt |
| Phone | 2106909000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9855 WESTOVER HILLS BLVD | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78251 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE FISHER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2106909000 | PhoneNum |
| Signature | 2025-09-02 | 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 | RYAN T SCHILHAB | PreparerPersonNm |
| PTIN | P01259865 | PTIN |
| Phone | 9723921143 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOE FISHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9855 WESTOVER HILLS BLVD | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,097,801 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HALLMARK.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | ESTABLISH, MAINTAIN, & CONDUCT POST- SECONDARY, SECONDARY, & PRIMARY INSTITUTIONS OF LEARNING UNDER THE INFLUENCE OF JUDEO-CHRISTIAN PRINCIPLES IN SAN ANTONIO, TEXAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 204 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $446,544 | PYContributionsGrantsAmt |
| CY Contributions Grants | $301,490 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,717,207 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,662,534 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$159,668 | PYInvestmentIncomeAmt |
| CY Investment Income | -$35,614 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,076 | PYOtherRevenueAmt |
| CY Other Revenue | $65,755 | CYOtherRevenueAmt |
| PY Total Revenue | $19,011,159 | PYTotalRevenueAmt |
| CY Total Revenue | $18,994,165 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $97,300 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $185,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,410,500 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,570,413 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $256,851 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,221,716 | PYOtherExpensesAmt |
| CY Other Expenses | $8,746,943 | CYOtherExpensesAmt |
| PY Total Expenses | $18,729,516 | PYTotalExpensesAmt |
| CY Total Expenses | $18,502,856 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $281,643 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $491,309 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,829,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,740,113 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,304,339 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,687,561 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,525,135 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,052,552 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HALLMARK UNIVERSITY, INC.'S MISSION IS TO ESTABLISH, MAINTAIN, AND CONDUCT POST-SECONDARY, SECONDARY, AND PRIMARY INSTITUTIONS OF LEARNING UNDER THE INFLUENCE OF JUDEO-CHRISTIAN PRINCIPLES IN SAN ANTONIO, TEXAS, AND ELSEWHERE AS MAY BE DEEMED ADVISABLE. THE ORGANIZATION AND ALL OF ITS AGENCIES SHALL BE NONDISCRIMINATORY - OPEN TO BOTH SEXES AND TO THOSE OF ANY RACE OR RELIGION; ESTABLISHING EDUCATIONAL AND LEARNING PARTNERSHIPS WITH INDUSTRY; ESTABLISHING INSTITUTIONS OF EXCELLENCE THROUGH A LEARNING ENVIRONMENT THAT PROMOTES THE IMPORTANCE OF CHARACTER AND VIRTUE IN BUSINESS, EDUCATION, RELIGION, RESEARCH, ARTS, GOVERNMENT, AND COMMUNITY SERVICE; TO OBTAIN ALL ACCREDITATIONS AND LICENSES REQUIRED TO PARTICIPATE IN ANY UNITED STATES DEPARTMENT OF EDUCATION STUDENT LOAN AND/OR GRANT PROGRAMS/ AND TO ENGAGE IN ANY AND ALL LAWFUL ACTIVITIES INCIDENTAL TO THE FOREGOING PURPOSES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,256,644 | ExpenseAmt |
| Grant | $185,500 | GrantAmt |
| Revenue | $18,728,289 | RevenueAmt |
| Desc | HALLMARK UNIVERSITY INC. PUTS STUDENTS IN CONTROL OF THEIR FUTURES, GUIDING THEM TO BETTER LIVES. THROUGH HANDS-ON AND CLASSROOM TRAINING, STUDENTS LEARN THE PROPER TOOLS AND TECHNIQUES REQUIRED TO BECOME SUCCESSFUL. COMPREHENSIVE COURSES GIVE STUDENTS VALUABLE TIME WORKING IN THEIR CHOSEN FIELD IN REAL-WORLD SETTINGS. THE UNIVERSITY HAS PROGRAMS IN AERONAUTICS, ALLIED HEALTH, BUSINESS, INFORMATION TECHNOLOGY AND NURSING. IN 2024, HALLMARK UNIVERSITY AWARDED DEGREES TO 351 STUDENTS. BY THE END OF THE DECEMBER 2024 TERM, TOTAL ENROLLMENT REACHED 709 STUDENTS ACROSS ALL PROGRAMS. | Desc |
| Total Program Service Expenses | $11,256,644 | 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 | Yes (1) | 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 | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 204 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE FISHER | PersonNm |
| Phone | 2106909000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9855 WESTOVER HILLS BLVD | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78251 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PAUL NGUYEN | ||||||||
| CHAIRMAN/DIRECTOR | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DEAN RUSH | ||||||||
| VICE CHAIR/DIRECTOR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| VANESSA KENON | ||||||||
| SECRETARY/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NEAL ASKEW | ||||||||
| TRUSTEE/DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM LYLES | ||||||||
| TRUSTEE/DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY NELSON | ||||||||
| TRUSTEE/DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH CONKLYN | ||||||||
| TRUSTEE/DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIA H FERRIER | ||||||||
| TRUSTEE/DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JON ALLMAN | ||||||||
| TRUSTEE/DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM FISHER | ||||||||
| TRUSTEE/DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHAD WHITE | ||||||||
| TRUSTEE/DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY VALDEZ | ||||||||
| TRUSTEE/DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD GOLD | ||||||||
| TRUSTEE/DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| THEODORE GUIDRY II | ||||||||
| TRUSTEE/DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TED TERRAZAS | ||||||||
| TRUSTEE/DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE FISHER | ||||||||
| CEO | 40.00 | Yes (X) | $260,416 | $0 | $8,847 | |||
| TAYLOR MERCIER | ||||||||
| SR. VP UNIVERSITY OPERATIO | 40.00 | $219,229 | $0 | $14,674 | Yes (X) | |||
| ROXANNE DARTY | ||||||||
| VP, FINANCIAL OPERATIONS | 40.00 | $214,694 | $0 | $11,209 | Yes (X) | |||
| STAN YOUNGER | ||||||||
| EMPLOYEE | 40.00 | $156,704 | $0 | $8,114 | Yes (X) | |||
| DANA HAGEN | ||||||||
| EMPLOYEE | 40.00 | $150,990 | $0 | $7,883 | Yes (X) | |||
| SANDI WOLFF | ||||||||
| EMPLOYEE | 40.00 | $129,915 | $0 | $6,671 | Yes (X) | |||
| RACQUEL SULLEMUN | ||||||||
| EMPLOYEE | 40.00 | $116,110 | $0 | $9,924 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,248,058 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $67,322 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $301,490 | AllOtherContributionsAmt |
| Total Contributions | $301,490 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $18,662,534 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,662,534 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,662,534 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,287 | TotalRevenueColumnAmt |
| Exclusion | $59,287 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,735 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $103,636 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,735 | SecuritiesAmt |
| Other | -$103,636 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$94,901 | TotalRevenueColumnAmt |
| Exclusion | -$94,901 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $65,755 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $65,755 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $65,755 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,994,165 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,728,289 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$35,614 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,500 | TotalAmt |
| Program Services | $180,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,166 | TotalAmt |
| Management And General | $503,166 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,017,677 | TotalAmt |
| Program Services | $6,389,520 | ProgramServicesAmt |
| Management And General | $1,440,490 | ManagementAndGeneralAmt |
| Fundraising | $187,667 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,754 | TotalAmt |
| Program Services | $110,322 | ProgramServicesAmt |
| Management And General | $34,826 | ManagementAndGeneralAmt |
| Fundraising | $3,606 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,050 | TotalAmt |
| Program Services | $170,161 | ProgramServicesAmt |
| Management And General | $74,039 | ManagementAndGeneralAmt |
| Fundraising | $5,850 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,766 | TotalAmt |
| Program Services | $492,807 | ProgramServicesAmt |
| Management And General | $143,723 | ManagementAndGeneralAmt |
| Fundraising | $14,236 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,848 | TotalAmt |
| Management And General | $4,848 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,457 | TotalAmt |
| Management And General | $48,457 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,959 | TotalAmt |
| Management And General | $2,959 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,884 | TotalAmt |
| Program Services | $8,320 | ProgramServicesAmt |
| Management And General | $312,772 | ManagementAndGeneralAmt |
| Fundraising | $12,792 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,604,166 | TotalAmt |
| Management And General | $1,604,166 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,955 | TotalAmt |
| Program Services | $200,760 | ProgramServicesAmt |
| Management And General | $281,884 | ManagementAndGeneralAmt |
| Fundraising | $22,311 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,872 | TotalAmt |
| Program Services | $940 | ProgramServicesAmt |
| Management And General | $619,932 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,289,505 | TotalAmt |
| Program Services | $1,205,566 | ProgramServicesAmt |
| Management And General | $81,510 | ManagementAndGeneralAmt |
| Fundraising | $2,429 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,311 | TotalAmt |
| Program Services | $6,024 | ProgramServicesAmt |
| Management And General | $5,691 | ManagementAndGeneralAmt |
| Fundraising | $1,596 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,210 | TotalAmt |
| Management And General | $4,210 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,170,242 | TotalAmt |
| Management And General | $1,170,242 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,446,476 | TotalAmt |
| Program Services | $1,296,766 | ProgramServicesAmt |
| Management And General | $143,346 | ManagementAndGeneralAmt |
| Fundraising | $6,364 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,638 | TotalAmt |
| Management And General | $189,638 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BOOKS, TOOLS, TEACHING | $596,371 | $594,675 | $1,696 |
| STUDENT ASSESSMENTS/CER | $579,053 | $547,882 | $31,171 |
| BAD DEBTS | $290,595 | $290,595 | |
| LEARNING RESOURCE CENTE | $47,401 | $47,401 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,502,856 | TotalAmt |
| Program Services | $11,256,644 | ProgramServicesAmt |
| Management And General | $6,989,361 | ManagementAndGeneralAmt |
| Fundraising | $256,851 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,365,045 | BOYAmt |
| EOY | $8,640,147 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,541 | BOYAmt |
| EOY | $146,831 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,705 | BOYAmt |
| EOY | $125,850 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,270,978 | BOYAmt |
| EOY | $1,110,824 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,949 | BOYAmt |
| EOY | $17,410 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,105 | BOYAmt |
| EOY | $721,519 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,402,679 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,293,252 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,520,834 | BOYAmt |
| EOY | $23,109,427 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,313,937 | BOYAmt |
| EOY | $1,254,247 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,189,380 | BOYAmt |
| EOY | $16,613,858 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,829,474 | BOYAmt |
| EOY | $51,740,113 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,729,235 | BOYAmt |
| EOY | $1,947,287 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,089 | BOYAmt |
| EOY | $1,510,779 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,192,524 | BOYAmt |
| EOY | $22,838,258 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,491 | BOYAmt |
| EOY | $391,237 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,304,339 | BOYAmt |
| EOY | $26,687,561 | 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 | $24,007,259 | BOYAmt |
| EOY | $24,552,509 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,876 | BOYAmt |
| EOY | $500,043 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,525,135 | BOYAmt |
| EOY | $25,052,552 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,829,474 | BOYAmt |
| EOY | $51,740,113 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $491,309 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $36,108 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $517,876 | BeginningYearBalanceAmt |
| Contributions | $182,504 | ContributionsAmt |
| Grants Or Scholarships | $195,362 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $4,975 | AdministrativeExpensesAmt |
| End Year Balance | $500,043 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $576,348 | BeginningYearBalanceAmt |
| Contributions | $323,490 | ContributionsAmt |
| Grants Or Scholarships | $11,294 | GrantsOrScholarshipsAmt |
| Other Expenditures | $643 | OtherExpendituresAmt |
| Administrative Expenses | $370,025 | AdministrativeExpensesAmt |
| End Year Balance | $517,876 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $198,316 | BeginningYearBalanceAmt |
| Contributions | $427,523 | ContributionsAmt |
| Grants Or Scholarships | $16,549 | GrantsOrScholarshipsAmt |
| Other Expenditures | $31,850 | OtherExpendituresAmt |
| Administrative Expenses | $1,092 | AdministrativeExpensesAmt |
| End Year Balance | $576,348 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,541 | BeginningYearBalanceAmt |
| Contributions | $170,481 | ContributionsAmt |
| Grants Or Scholarships | $21,206 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,500 | AdministrativeExpensesAmt |
| End Year Balance | $198,316 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $282,325 | BeginningYearBalanceAmt |
| Contributions | $15,500 | ContributionsAmt |
| Grants Or Scholarships | $25,951 | GrantsOrScholarshipsAmt |
| Other Expenditures | $137,108 | OtherExpendituresAmt |
| Administrative Expenses | $78,225 | AdministrativeExpensesAmt |
| End Year Balance | $56,541 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.25522 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.74478 | 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 | $3,885,000 | OtherCostOrOtherBasisAmt |
| Book Value | $3,885,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,398,171 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,191,585 | DepreciationAmt |
| Book Value | $16,206,586 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $161,379 | OtherCostOrOtherBasisAmt |
| Depreciation | $115,809 | DepreciationAmt |
| Book Value | $45,570 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,918,198 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,404,003 | DepreciationAmt |
| Book Value | $2,514,195 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,039,931 | OtherCostOrOtherBasisAmt |
| Depreciation | $581,855 | DepreciationAmt |
| Book Value | $458,076 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,109,427 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTANGIBLES | $15,427,924 |
| INVESTMENT IN SUBSIDIARY | $796,720 |
| RIGHT OF USE OPERATING LEASE | $389,214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,613,858 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $391,237 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $391,237 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | AS OF DECEMBER 31, 2024, TEMPORARILY RESTRICTED NET ASSETS WERE RESTRICTED FOR USE IN THE FOLLOWING PROGRAMS: STUDENT SCHOLARSHIP FUNDS $220,448 TIME RESTRICTION - GENERAL OPERATIONS 21,500 CAPITAL CAMPAIGN 103,975 AVERY AND HENRY SCHOLARSHIPS IN PERPETUITY 127,260 COMPUTER AND EQUIPMENT UPGRADES 26,500 TOTAL $500,043 |
| PART X, LINE 2: | MANAGEMENT HAS CONCLUDED THAT ANY TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF THE FASB ASC TOPIC 740-10, ACCOUNTING FOR INCOME TAXES, WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO AMOUNTS HAVE BEEN ACCRUED IN THE STATEMENT OF FINANCIAL POSITION. FEDERAL AND STATE TAX RETURNS OF THE ENTITY ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | 0 | 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 | HALLMARK UNIVERSITY, INC. WAS NOT OPERATIONAL AS AN EXEMPT NONPROFIT ENTITY UNTIL 2013. THE SCHOOL COMPLIES WITH ALL NONDISCRIMINATORY POLICY PUBLICATION REQUIREMENTS SET FORTH IN REV. PROC. 75-50, 1975-2 C.B. 587. |
| SCHEDULE E, PART I, LINE 6 | HALLMARK UNIVERSITY, INC. PARTICIPATES IN STUDENT FINANCIAL AID (SFA) UNDER THE TITLE IV PROGRAMS ADMINISTERED BY THE ED PURSUANT TO THE HIGHER EDUCATION ACT OF 1965, AS AMENDED (HEA). |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 315 | RecipientCnt |
| Cash Grant | $180,500 | CashGrantAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | HALLMARK MAKES GRANTS TO WORTHY ORGANIZATIONS THAT HAVE THE SAME BELIEFS AS THE UNIVERSITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOE FISHER | ||||||||||||||
| CEO | $260,416 | $0 | $0 | $0 | $0 | $0 | $8,831 | $0 | $16 | $0 | $269,263 | $0 | $0 | $0 |
| TAYLOR MERCIER | ||||||||||||||
| SR. VP UNIVERSITY OPERATIO | $219,229 | $0 | $0 | $0 | $0 | $0 | $7,992 | $0 | $6,682 | $0 | $233,903 | $0 | $0 | $0 |
| ROXANNE DARTY | ||||||||||||||
| VP, FINANCIAL OPERATIONS | $214,694 | $0 | $0 | $0 | $0 | $0 | $7,175 | $0 | $4,034 | $0 | $225,903 | $0 | $0 | $0 |
| STAN YOUNGER | ||||||||||||||
| EMPLOYEE | $156,704 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,114 | $0 | $164,818 | $0 | $0 | $0 |
| DANA HAGEN | ||||||||||||||
| EMPLOYEE | $150,990 | $0 | $0 | $0 | $0 | $0 | $3,730 | $0 | $4,153 | $0 | $158,873 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | A SURVEY WAS CONDUCTED TO ESTABLISH COMPENSATION. HALLMARK UNIVERSITY ALSO HAS A WRITTEN EMPLOYMENT CONTRACT, COMPENSATION COMMITTEE, AND COMPENSATION DECISIONS MUST BE APPROVED BY THE BOARD. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF SAN ANTONIO TEXAS EDUCATION FACILITIES CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CUSIP | 796247DY7 | CUSIPNum |
| Bond Issued | 2021-11-10 | BondIssuedDt |
| Issue Price | $23,550,000 | IssuePriceAmt |
| Purpose | PURCHASING LAND AND RENOVATING THE EXISTING BUILDING FOR NEW MAIN CAMPUS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | Yes (1) | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $24,160,201 | TotalProceedsAmt |
| Working Capital Expenditures | $3,457,024 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $20,703,177 | CapitalExpendituresAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED FOR ACCURACY AND COMPLETENESS BY HALLMARK UNIVERSITY'S VP OF FINANCE AND CEO. A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT ON A YEARLY BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN INDEPENDENT CPA FIRM COMPILED COMPENSATION DATA FROM COMPARABLE ORGANIZATIONS; DATA WAS SUBMITTED TO THE BOARD OF TRUSTEES' COMPENSATION COMMITTEE. AFTER REVIEWING THE COMPENSATION DATA, THE COMMITTEE AUTHORIZED SALARIES FOR THE ORGANIZATION'S CEO, OTHER OFFICERS, AND KEY EMPLOYEES. 5-YEAR CONTRACTS WERE EXECUTED FOR THE AUTHORIZED COMPENSATION, FOR ALL APPLICABLE EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | PAUL NGUYEN - 11200 LAGO VISTA, HELOTES, TX 78023. DEAN RUSH - 26522 ASHLEY RIDGE LN, KATY, TX 77494. VANESSA KENON - 25057 TOUTANT BEAUREGARD RD, SAN ANTONIO, TX 78255. NEAL ASKEW - 13501 RR 12 #103, WIMBERLEY, TX 78676. TIM LYLES - P.O. BOX 2489, UNIVERSAL CITY, TX 78148. MARY NELSON - 1003 DOS VERDES, SAN ANTONIO, TX 78258. ELIZABETH CONKLYN - 200 PATTERSON AVE #318, SAN ANTONIO, TX 78209. MARIA H. FERRIER - 5526 KING RICHARD, SAN ANTONIO, TX 78229. JON ALLMAN - 143 PARADISE POINT, BOERNE, TX 78006. WILLIAM FISHER - 110 LAKE VIEW DR, BOERNE, TX 78006. CHAD WHITE - 1313 OAKRIDGE DR, BLANCO, TX 78606. JERRY VALDEZ - P.O. BOX 12031, AUSTIN, TX 78711. TODD GOLD - 31 STRATTON LANE, SAN ANTONIO, TX 78257. THEODORE GUIDRY, II - 5360 SERENITY LANE, ATLANTA, GA 30249. TED TERRAZAS - 5253 PRUE RD STE 230, SAN ANTONIO, TX 78240. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLMARK CONSULTING GROUP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9855 WESTOVER HILLS BLVD | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844839611 | EIN |
| Primary Activities | CONSULTING | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLMARK UNIVERISTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $158,520 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $796,719 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| 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 | 0 | 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 | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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