2020-11-11T13:29:03-06:00 2019-12-31 050568611 SALMON SIMS THOMAS & ASSOCIATES PLLC 12720 HILLCREST ROAD SUITE 500 DALLAS TX 752302039 990 2019-01-01 454620000 HALLMARK UNIVERSITY INC HALL 2106909000 10401 IH 10 WEST SAN ANTONIO TX 782301736 JOE FISHER CEO 2106909000 2020-11-11 1 WILLIAM H SIMS P00004539 9723921143 2020-11-10 40.124.28.194 2020-11-11 13:28:59 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2019 2021-01-29 14:40:06Z JOE FISHER CEO 10401 IH 10 WEST SAN ANTONIO TX 782301736 16624801 0 X WWW.HALLMARKUNIVERSITY.EDU X 2012 TX ESTABLISH, MAINTAIN, & CONDUCT POST- SECONDARY, SECONDARY, & PRIMARY INSTITUTIONS OF LEARNING UNDER THE INFLUENCE OF JUDEO-CHRISTIAN PRINCIPLES IN SAN ANTONIO, TEXAS. 15 13 238 0 0 0 990939 879448 14548606 15557866 26112 29112 107964 76983 15673621 16543409 443433 309610 0 0 7295825 8540885 0 0 339528 6869550 7129770 14608808 15980265 1064813 563144 28253425 28764186 8659346 8606963 19594079 20157223 X 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. 0 0 8790744 309610 15677915 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. 8790744 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 14 0 1 238 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 13 1 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 X JOE FISHER 2106909000 10401 IH 10 WEST SAN ANTONIO TX 782301736 DEAN RUSH CHAIRMAN/DIRECTOR 15.00 X X 0 0 0 PAUL NGUYEN VICE CHAIR/DIRECTOR 10.00 X X 0 0 0 PHIL HARRIS SECRETARY/DIRECTOR 5.00 X X 0 0 0 DAVID MARTINEZ TRUSTEE/DIRECTOR 5.00 X 0 0 0 ROBERT LUNA TRUSTEE/DIRECTOR 5.00 X 0 0 0 VANESSA KENON TRUSTEE/DIRECTOR 5.00 X 0 0 0 MARIA FERRIER TRUSTEE/DIRECTOR 5.00 X 0 0 0 TIM LYLES TRUSTEE/DIRECTOR 5.00 X 0 0 0 WNCHUCKCARROLL TRUSTEE/DIRECTOR 5.00 X 0 0 0 RICHARD FESSLER TRUSTEE/DIRECTOR 15.00 X 0 0 0 CAROLYN FESSLER TRUSTEE/DIRECTOR 15.00 X 0 0 0 BRANDON LOGAN TRUSTEE/DIRECTOR 5.00 X 0 0 0 JERRY VALDEZ TRUSTEE/DIRECTOR 5.00 X 0 0 0 NEAL ASKEW TRUSTEE/DIRECTOR 5.00 X 0 0 0 MARY NELSON TRUSTEE/DIRECTOR 5.00 X 0 0 0 JOE FISHER CEO 40.00 X 193501 0 6616 SAMUEL BEAUMONT CHIEF OPERATING OFFICER 40.00 X 198728 0 9008 TAYLOR MERCIER CHIEF INFORMATION OFFICER 40.00 X 185455 0 10933 ROXANNE DARTY VP, FINANCIAL OPERATIONS 40.00 X 152008 0 7561 BRENT FESSLER CHIEF ADV & INST EFF OFFICER 40.00 X 149111 0 35072 MICHAEL PHILLIPS UNIVERSITY PROVOST 40.00 X 144811 0 6391 GABRIEL OLUWAKOTANMI DIRECTOR OF NURSING 40.00 X 124149 0 11366 KURT LESLIE DEAN OF COLLEGE OF AERONAUTICS 40.00 X 118099 0 3023 1265862 0 89970 8 0 1 0 0 121020 758428 150403 879448 TUITION AND FEES 611600 15557866 15557866 15557866 29112 29112 38326 121020 81392 -43066 -43066 MISCELLANEOUS INCOME 900099 120049 120049 120049 16543409 15677915 0 -13954 5000 5000 304610 304610 604241 604241 6785282 5362894 1225546 196842 273817 76165 192943 4709 249028 177007 63687 8334 628517 443461 168330 16726 22452 22452 68287 68287 165590 1538 125192 38860 2336933 2332046 4887 448473 88788 328833 30852 239434 796 238638 1060103 940560 88390 31153 28381 9328 17338 1715 23573 6678 14975 1920 760937 760937 656858 568382 84946 3530 132420 132420 BOOKS, TOOLS, TEACHING 545022 545022 BAD DEBTS 380792 380792 STUDENT ASSESSMENTS/CER 218333 218333 LEARNING RESOURCE CENTE 42182 42182 15980265 8790744 6849993 339528 699478 1127206 2769697 2786075 30675 224425 912698 710327 147790 150995 93163 246077 10105599 2469622 7716413 7635977 15883511 15883104 28253425 28764186 1399627 1405809 545246 411348 6714473 6789806 8659346 8606963 X 19480354 19874898 113725 282325 19594079 20157223 28253425 28764186 563144 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 113725 239600 69000 2000 282325 117645 57000 58420 2500 113725 56995 82650 20000 2000 117645 39250 29745 12000 56995 29750 21500 12000 39250 1.00000 0 0 5007024 244847 4762177 820589 239569 581020 3879862 1724751 2155111 398124 260455 137669 7635977 INTANGIBLES 15883104 15883104 OBLIGATIONS UNDER CAPITAL LEASES 23280 NOTES PAYABLE 6457024 DEFERRED COMPENSATION 309502 6789806 X 16645751 20950 81392 102342 16543409 0 16543409 16082607 20950 81392 102342 15980265 0 15980265 PART V, LINE 4: AS OF DECEMBER 31, 2019, TEMPORARILY RESTRICTED NET ASSETS WERE RESTRICTED FOR USE IN THE FOLLOWING PROGRAMS: STUDENT SCHOLARSHIP FUNDS $52,000 TIME RESTRICTION- GEN OPERATIONS 1,225 TRAINING AIRCRAFT FOR A&P MAINTENANCE PROGRAM 9,500 ACADEMIC PROGRAM DEVELOPMENT 119,600 FACILITY/CLASSROOM IMPROVEMENTS 100,000 TOTAL $282,325 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 TOPIB 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES GROUPED ON AUDIT WITH EXPENSES ($81,392) PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES GROUPED ON AUDIT WITH EXPENSES ($81,392) 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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). T4C LUNCHEON 39065 20865 18200 9237 6889 1548 ANNUAL GALA 120281 100155 20126 18488 33486 11744 159346 121020 38326 27725 40375 13292 81392 -43066 1 COMMUNICARE HEALTH FOUNDATION 3066 E COMMERCE ST STE 1802B SAN ANTONIO TX 78220 472185616 501(C)(3) 5000 SUPPORT 1 SCHOLARSHIPS 151 304610 CASH PART I, LINE 2: HALLMARK MAKES GRANTS TO WORTHY ORGANIZATIONS THAT HAVE THE SAME BELIEFS AS THE UNIVERSITY. X X X X 0 0 0 0 0 0 0 0 0 JOE FISHER CEO 193501 0 0 0 0 0 6606 0 10 0 200117 0 0 0 SAMUEL BEAUMONT CHIEF OPERATING OFFICER 198728 0 0 0 0 0 4001 0 5007 0 207736 0 0 0 TAYLOR MERCIER CHIEF INFORMATION OFFICER 185455 0 0 0 0 0 6560 0 4373 0 196388 0 0 0 ROXANNE DARTY VP, FINANCIAL OPERATIONS 152008 0 0 0 0 0 5075 0 2486 0 159569 0 0 0 BRENT FESSLER CHIEF ADV & INST EFF OFFICER 149111 0 0 0 0 0 5512 0 29560 0 184183 0 0 0 MICHAEL PHILLIPS UNIVERSITY PROVOST 144811 0 0 0 0 0 1375 0 5016 0 151202 0 0 0 PART I, LINE 3 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. DEARBORNE LP ENTITY OWNED BY RICHARD & CAROLYN FESSLER 154000 RENT 0 X 27553 FMV X AIRCRAFT ENGINES 4 122850 FMV 0 1 1 PART I, COLUMN (B): THE AMOUNT ON LINE 25B IS THE AMOUNT OF CONTRIBUTIONS RECEIVED FOR THE TYPE OF CONTRIBUTION. PART I, LINE 32B: 3RD PARTY COMPANY IDENTIFIED DONORS FOR THE AIRCRAFT AND JET ENGINES AND FACILITATES THE DONATIONS AND DELIVERY. FORM 990, PART VI, SECTION A, LINE 2 RICHARD FESSLER, CAROLYN FESSLER AND BRENT FESSLER HAVE A FAMILY RELATIONSHIP. 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 DEAN RUSH - 1703 KATY SHADOW LANE, KATY, TX 77494. PAUL NGUYEN - 10636 NEWCROFT PLACE, HELOTES, TX 78023. PHIL HARRIS - 13114 CREEK BRIAR, SAN ANTONIO, TX 78230. DAVID MARTINEZ - 4509 BEN HOGAN DR, MCALLEN, TX 78503. ROBERT LUNA - 9639 MCCULOUGH AVE, SAN ANTONIO, TX 78216. VANESSA KENON - 25057 TOUTANT BEAUREGARD RD, SAN ANTONIO, TX 78255. MARIA FERRIER - 5526 KING RICHARD, SAN ANTONIO, TX 78229. TIM LYLES - 115 N LOOP 1604 E STE 2207, SAN ANTONIO, TX 78232. W.N."CHUCK"CARROLL - 17822 SALADO DRAW, SAN ANTONIO, TX 78258. RICHARD FESSLER - ONE PRIORS WAY, SAN ANTONIO, TX 78258. CAROLYN FESSLER - ONE PRIORS WAY, SAN ANTONIO, TX 78258. BRANDON LOGAN - 4408 PINEHURST MESA, SAN ANTONIO, TX 78247. JERRY VALDEZ - PO BOX 12031, AUSTIN, TX 78711. NEAL ASKEW - 13501 RR 12 #103, WIMBERLEY, TX 78676. MARY NELSON - 1003 DOS VERDES, SAN ANTONIO, TX 78258.