2016-03-02T17:22:59-06:00 2015-06-30 741650885 PADGETT STRATEMANN & CO LLP 100 NE LOOP 410 SUITE 1100 SAN ANTONIO TX 78216 990 2014-07-01 740877330 SAINT MARY'S HALL INC SAIN 2104839100 PO BOX 33430 SAN ANTONIO TX 78265 MS VICTORIA BATES CFO 2104839100 2016-03-02 1 JOSIE BEHREND P00715390 2108286281 2014 2016-08-17 19:52:53Z MR JONATHAN EADES PO BOX 33430 SAN ANTONIO TX 78265 47503329 0 X WWW.SMHALL.ORG X 1879 TX THE MISSION OF SAINT MARY'S HALL IS TO PREPARE OUR STUDENTS FOR SUCCESS IN COLLEGE AND FULFILLMENT IN LIFE. 18 18 412 400 0 0 1927223 5610198 19711480 20325062 2413933 1302583 122277 521401 24174913 27759244 1814851 1793829 0 0 13555278 14451438 0 0 1163355 6611976 6956757 21982105 23202024 2192808 4557220 114397424 117542156 6938279 6091857 107459145 111450299 X THE MISSION OF SAINT MARY'S HALL IS TO PREPARE OUR STUDENTS FOR SUCCESS IN COLLEGE AND FULFILLMENT IN LIFE. 0 0 18916448 1793829 20551619 SAINT MARY'S HALL IS AN INDEPENDENT CO-EDUCATIONAL INSTITUTION SERVING APPROXIMATELY 1,000 STUDENTS FROM MONTESSORI THROUGH 12TH GRADE. SAINT MARY'S HALL EDUCATION ENCOURAGES A LIFELONG LOVE OF LEARNING IN AN ENVIRONMENT OF RESPECT, RESPONSIBILITY, COURAGE, COMPASSION AND INTEGRITY. SAINT MARY'S HALL IS AMONG THE FINEST COLLEGE PREPARATORY SCHOOLS IN THE COUNTRY. WE ARE DEDICATED TO A CONTINUUM OF EXCELLENCE IN EDUCATION, BEGINNING WITH EARLY CHILDHOOD LEARNING IN OUR MONTESSORI AND KINDERGARTEN PROGRAMS, CONTINUING THROUGH LOWER SCHOOL AND MIDDLE SCHOOL, AND CULMINATING IN OUR COMPREHENSIVE COLLEGE PREPARATORY PROGRAM IN UPPER SCHOOL. OVERALL, THE SAINT MARY'S HALL PROGRAM SEEKS TO PROVIDE EACH STUDENT WITH AN OPPORTUNITY TO ATTAIN HIS OR HER PERSONAL BEST. THE SPECIFIC OBJECTIVES OF A SAINT MARY'S HALL EDUCATION COMBINE MORAL AND CHARACTER-BUILDING GOALS WITH ACADEMIC, ATHLETIC AND ARTISTIC GOALS. 169 SCHOLARSHIPS WERE AWARDED DURING THE YEAR. 18916448 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 84 0 412 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X VICTORIA BATES 2104839236 9401 STARCREST SAN ANTONIO TX 78217 X MRS RUTH K AGATHER TRUSTEE/CHAIR 1.00 1.00 X X 0 0 0 MS LYNN ARNESON TRUSTEE 1.00 X 0 0 0 MR EDWARD H AUSTIN JR TRUSTEE EMERITUS 1.00 X 0 0 0 MRS CARLA BROZOVICH TRUSTEE 1.00 X 0 0 0 MR J BRUCE BUGG JR TRUSTEE 1.00 X 0 0 0 DR RONALD K CALGAARD TRUSTEE EMERITUS 1.00 X 0 0 0 MR THOMAS W CASEY TRUSTEE/TREASURER 1.00 X X 0 0 0 MR RONALD J HERRMANN TRUSTEE EMERITUS 1.00 X 0 0 0 MRS KAREN J HIXON TRUSTEE EMERITA 1.00 X 0 0 0 MRS BETTY KELSO TRUSTEE EMERITA 1.00 X 0 0 0 MR SYLVAN S LANG JR TRUSTEE/VICE CHAIR 1.00 1.00 X X 0 0 0 MRS KATHLEEN E LEFLORE TRUSTEE/SECRETARY 1.00 1.00 X X 0 0 0 MS NICOLE LEWIS TRUSTEE 1.00 X 0 0 0 MR RANDALL T MAYS TRUSTEE/ASSISTANT TREASURER 1.00 1.00 X X 0 0 0 MR JOE MERTENS II TRUSTEE/ASSISTANT TREASURER 1.00 1.00 X X 0 0 0 MR LANHAM NAPIER TRUSTEE 1.00 X 0 0 0 MRS ALISON NAYLOR TRUSTEE 1.00 X 0 0 0 MR JEFF ROCHELLE TRUSTEE/ASSISTANT SECRETARY 1.00 1.00 X X 0 0 0 MRS LISA G ROSENBLOOM TRUSTEE 1.00 X 0 0 0 MS RUTH RUSSELL TRUSTEE 1.00 X 0 0 0 MR RAYMOND J WELDER III TRUSTEE 1.00 X 0 0 0 MRS AIMEE LOCKE TRUSTEE 1.00 X 0 0 0 MRS ALLISON DREEBEN ZELLER TRUSTEE 1.00 X 0 0 0 MR JONATHAN EADES HEAD OF SCHOOL 40.00 X 267484 0 19637 MR ROBERT C WINDHAM HEAD OF SCHOOL EMERITUS (UNTIL 7/1) 40.00 X 272208 0 18618 MS VICTORIA BATES CFO 40.00 X 137489 0 11744 MR MIKE HARRIMAN DIRECTOR OF IT 40.00 X 122559 0 6460 MS TERI W MARSHALL DEPARTMENT CHAIR/ENGLISH 40.00 X 125303 0 14381 MS VANESSA L ANGULO DANCE INSTRUCTOR (UNTIL 5/29) 40.00 X 148898 0 8025 MS TRUDY E HAMILTON HEAD OF MIDDLE SCHOOL 40.00 X 131731 0 13070 MR DAVID D SMITH DIRECTOR OF FACILITIES 40.00 X 118700 0 7368 1324372 0 99303 12 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD STE 100 LUTHERVILLE MD 210936018 FOOD SERVICES 979826 SMITH PROTECTION SECURITY PO BOX 802649 DALLAS TX 753802649 SECURITY 196585 GUIDO BROTHERS CONSTRUCTION CO INC 8526 VIDOR AVENUE SAN ANTONIO TX 782166045 CONSTRUCTION 195985 ART-TRIG CORP OF AMERICA 6812 SAWYER ROAD LEON VALLEY TX 782382217 CAMPUS SIGNS/MAPPINGS 140539 DOCUMATION INC PO BOX 41602 PHILADELPHIA PA 191011602 COPIER/SCANNER 126130 7 360559 5249639 5610198 TUITION 611600 19631527 19631527 OTHER SCHOOL EVENTS 611600 693535 693535 20325062 852799 852799 47072 0 47072 47072 47072 19433829 12483 18996528 0 437301 12483 449784 449784 477343 360559 229571 247772 247772 6000 0 6000 6000 628014 517986 110028 110028 MISC. REVENUE 611600 110529 110529 110529 27759244 20551619 0 1597427 1793829 1793829 716687 294047 389968 32672 11468272 10237191 618056 613025 661448 543655 85664 32129 743690 584218 111604 47868 861341 711112 109253 40976 110204 110204 76631 76631 208414 208414 141508 119809 21699 858234 690179 122996 45059 5479 4662 817 93527 93527 2189744 1767809 305602 116333 CAFETERIA 787961 787961 NET ASSETS RELEASED FRO 646501 646501 ATHLETICS AND PHYSICAL 290072 290072 PLANT EXPENSES 227602 184024 31563 12015 1320880 938824 181294 200762 23202024 18916448 3122221 1163355 2388120 1135504 6623131 8741280 5894953 5054306 289295 629920 15309 129723 140543 142736 78420881 26339887 52312381 52080994 46136834 49038419 596858 589274 114397424 117542156 1110144 2069760 5648355 3808486 179780 213611 6938279 6091857 X 58587837 60832573 18670626 16895509 30200682 33722217 107459145 111450299 114397424 117542156 4557220 -566066 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45616874 4634357 245011 435115 246050 49815077 40695558 371358 6099958 409744 1140256 45616874 39135505 123443 2938354 389680 1112067 40695558 42247035 193479 -1880998 360683 1063559 -231 39135505 36377865 673682 6846921 330680 1326102 -5349 42247035 0.12000 0.57000 0.31000 1 0 87567 322469 410036 66953851 17717853 49235998 11056994 8622034 2434960 52080994 POOLED COMMON AND COLLECTIVE FUNDS 49038419 F 49038419 CUSTODIAN HELD FUNDS 213611 213611 26028592 -566065 284219 -281846 26310438 1448806 1448806 27759244 22037438 284220 284220 21753218 1448806 1448806 23202024 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 95 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES (THE "BOARD") TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SAPIENS INCOME 54,130. SAPIENS NET (INCOME)/LOSS 7,589. SAPIENS A/R 222,500. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSE NETTED WITH REVENUE 1,448,806. PART XII, LINE 2D - OTHER ADJUSTMENTS: SAPIENS EXPENSES 61,720. SAPIENS A/R 222,500. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSE NETTED WITH REVENUE 1,448,806. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 SAINT MARY'S HALL, INC. POLICIES ARE PUBLISHED ON ITS ENROLLMENT BROCHURE AND THE STUDENT HANDBOOK. ANY ADVERTISING IN MAGAZINES ALSO DISCLOSES THE NONDISCRIMINATORY POLICY. PASSPORT 837902 360559 477343 10000 52022 47597 5397 114555 837902 360559 477343 10000 52022 47597 5397 114555 229571 247772 6000 0 6000 6000 0 0 0 0 0 0 1 NEED BASED FINANCIAL AID 91 760255 N/A N/A MERIT BASED SCHOLARSHIPS 15 466050 N/A N/A FACULTY/STAFF TUITION REMISSION 63 567524 N/A N/A PART I, LINE 2: THE ORGANIZATION USES AN INDEPENDENT SERVICE COMPANY WHERE STUDENT'S PARENTS ENTER ALL FINANCIAL INFORMATION. THE SERVICE CALCULATES THEIR NEED AND PROVIDES A REPORT TO THE ORGANIZATION. FINANCIAL AID IS GRANTED TO QUALIFYING APPLICANTS. THE OFFICE OF ADMISSIONS MONITORS SCHOLARSHIP RECIPIENTS TO MAKE SURE THE INDIVIDUALS MEET SPECIFIC QUALIFICATIONS BASED ON THE FINANCIAL AID AWARDED. THERE IS ALSO A SCHOLARSHIP AND FINANCIAL AID COMMITTEE. 1 X X X X 0 0 0 0 0 0 0 0 0 MR JONATHAN EADES HEAD OF SCHOOL 249087 0 18217 0 180 0 14250 0 5387 0 287121 0 0 0 MR ROBERT C WINDHAM HEAD OF SCHOOL EMERITUS (UNTIL 7/1) 240712 0 25000 0 6496 0 13310 0 5308 0 290826 0 0 0 MS VANESSA L ANGULO DANCE INSTRUCTOR (UNTIL 5/29) 144389 0 4500 0 9 0 3081 0 4944 0 156923 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE, WHICH IS MADE UP OF SEVERAL BOARD MEMEBERS. A COMPLETE FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, ALL BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT. IF THERE IS A CONFLICT OF INTEREST, THE BOARD IS MADE AWARE OF THIS AND THE BOARD MEMBER INVOLVED DOES NOT SPEAK OR VOTE ON THOSE RELATED ISSUES. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE HEAD OF SCHOOL'S COMPENSATION STARTS WITH A REQUEST FOR INDEPENDENT SCHOOL ASSOCIATION OF THE SOUTHWEST (ISAS) SALARY INFORMATION, NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) SALARY INFORMATION, AND COMPARABLE DATA FOR LIKE SCHOOLS. THE EXECUTIVE COMMITTEE DETERMINES THE HEAD OF SCHOOL'S SALARY AND BONUS AFTER REVIEW OF THE ISAS INFORMATION AND REVIEW OF THE HEAD OF SCHOOL'S EVALUATION AND LEVEL OF ACCOMPLISHMENT OF THE YEARLY GOALS SET BY THE BOARD OF DIRECTORS. THE HEAD OF SCHOOL IS NOT PRESENT DURING DELIBERATIONS AND IS INFORMED AFTER THE FACT REGARDING ANY SALARY AND BONUS ADJUSTMENTS. THE PROCESS FOR DETERMINING TOP MANAGEMENT POSITIONS COMPENSATION INCLUDES USING THE LATEST ISAS SALARY STUDIES. THIS ISAS INFORMATION IS USED BY THE SCHOOL TO ENSURE THAT COMPENSATION PACKAGES ARE IN LINE WITH PREVIOUS YEARS AMOUNTS. TOP MANAGEMENT SALARIES ARE SET USING ISAS COMPENSATION SURVEY AND SALARY INCREASES REFLECT COST OF LIVING ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII EXPLANATION: THE BOARD OF DIRECTOR MEMBERS DESIGNATED WITH THE TRUSTEE EMERITUS TITLE DO NOT HAVE VOTING RIGHTS. HOWEVER, THESE INDIVIDUALS ARE CONSIDERED PART OF THE GOVERNING BODY. FORM 990, PART XI, LINE 2C EXPLANATION: THE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. SAPIENS MANAGEMENT CORPORATION 9401 STARCREST DR SAN ANTONIO TX 78217 742964557 HOLDING COMPANY TX 501(C)(2) N/A N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 SAPIENS MANAGEMENT CORPORATION D 222500 FMV