ST MARYS UNIVERSITY OF SAN ANTONIO: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ST MARYS UNIVERSITY OF SAN ANTONIO (EIN 74-1143128)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-13
- IRS object ID
- 201511039349300316
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-13T10:24:15-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2938 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782992938 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741143128 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Mary's University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MEI-LIN LEE FINANCE DIRECTO | InCareOfNm |
| Business Name Control | STMA | BusinessNameControlTxt |
| Phone | 2104363414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Camino Santa Maria | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 782288504 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rebecca Day | PersonNm |
| Person Title | VP-Administration and Finance | PersonTitleTxt |
| Signature | 2015-04-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stewart Goodson | PreparerPersonNm |
| PTIN | P00084462 | PTIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS M MENGLER PRESIDENT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Camino Santa Maria | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 782288504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $217,258,811 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.stmarytx.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 2551 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $46,412 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $45,412 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,259,522 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,798,819 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $107,828,819 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $112,343,229 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,639,301 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,371,647 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$20,346 | PYOtherRevenueAmt |
| CY Other Revenue | -$17,773 | CYOtherRevenueAmt |
| PY Total Revenue | $133,707,296 | PYTotalRevenueAmt |
| CY Total Revenue | $134,495,922 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $30,909,685 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,614,344 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $59,962,965 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $61,723,429 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,494,562 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,572,678 | PYOtherExpensesAmt |
| CY Other Expenses | $33,641,965 | CYOtherExpensesAmt |
| PY Total Expenses | $126,445,328 | PYTotalExpensesAmt |
| CY Total Expenses | $127,979,738 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,261,968 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,516,184 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $309,820,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $329,201,904 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $60,210,317 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,584,852 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $249,610,504 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $273,617,052 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $80,083,548 | ExpenseAmt |
| Grant | $32,614,344 | GrantAmt |
| Revenue | $90,772,565 | RevenueAmt |
| Desc | INSTRUCTION, ACADEMIC SUPPORT, RESEARCH AND STUDENT FINANCIAL AID ASSISTANCE: PROVIDES A CATHOLIC EDUCATION EXPERIERNCE THAT EVOKES ACADEMIC EXCELLENCE WHILE INTEGRATING LIBERAL STUDIES, PROFESSIONAL PREPARATION AND ETHICAL COMMITMENT. THE UNIVERSITY OFFERS CLASSES WHICH LEAD TO BACHELORS, MASTERS, PH.D AND JURIS DOCTOR DEGREES. (ENROLLMENT: 3,868, STUDENT TO FACULTY RATIO: 13 TO 1; 70 UNDERGRADUATE AND GRADUATE MAJORS AND OFFERS OVER 120 DEGREE PROGRAMS, WHICH INCLUDES 2 DOCTORAL AND 2 LAW PROGRAMS AND 12 UNDERGRADUATE AND 10 GRADUATE JOINT PROGRAMS.) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,804,923 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $15,141,233 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: PROVIDES STUDENT WITH HOUSING, DINING AND BOOKSTORE SERVICES AND FACILITIES TO EXPERIENCE COMMUNITY LIVING ON CAMPUS. (ENROLLMENT: 3,868, STUDENT TO FACULTY RATIO: 13 TO 1) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,432,060 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,429,431 | RevenueAmt |
| Desc | STUDENT AND COMMUNITY SERVICES PROGRAMS: PROVIDES STUDENTS WITH OPPORTUNITIES TO DEVELOP LEADERSHIP IN STUDENT, ACADEMIC, SOCIAL AND PROFESSIONAL ORGANIZATIONS. (ENROLLMENT: 3,868, STUDENT TO FACULTY RATIO: 13 TO 1) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $110,320,531 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 195 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2551 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEI-LIN LEE FINANCE DIRECTO | PersonNm |
| Phone | 2104363414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CAMINO SANTA MARIA | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 782288504 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Rev Martin A Solma SM | |||||||||
| CHANCELLOR | 1.0 | Yes (X) | Yes (X) | ||||||
| Edward C Speed | |||||||||
| CHAIRMAN OF THE BOARD | 1.0 | Yes (X) | Yes (X) | ||||||
| Doris A Slay-Barber | |||||||||
| VICE-CHAIRMAN OF THE BOARD | 1.0 | Yes (X) | Yes (X) | ||||||
| Raymond Carvajal RPh | |||||||||
| SECRETARY | 1.0 | Yes (X) | Yes (X) | ||||||
| Charles T Barrett Jr | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| David W Biegler | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Jack Biegler | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Brother William J Campbell SM | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| R Michael Casseb | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Rebecca Quintanilla Cedillo | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Walter D Downing Jr | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Rev James F Fitz SM | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Kelley Frost | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Barbara Gentry | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Gisela Girard | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Steven D Jansma | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Brother Joseph Kamis SM | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Sister Laura M Leming FMI PhD | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Christopher R Martinez | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Larry Mills | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Brother Ronald Overman SM | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Philip J Pfeiffer | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Fernando Reyes | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Kenneth S Saks | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Michael A Schott | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Darrell G Stewart | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| James Marty Truss | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Maj Gen Alfred A Valenzuela | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Brother Edward Violett SM PhD | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Brother Thomas Wendorf SM PhD | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Martin Beirne | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Helen Berridge | |||||||||
| TRUSTEE | 1.0 | Yes (X) | |||||||
| Harvey Najim | |||||||||
| TRUSTEE (UNTIL JUNE 2013) | 1.0 | Yes (X) | |||||||
| Thomas M Mengler | |||||||||
| President | 40.0 | Yes (X) | Yes (X) | 0.0 | $366,882 | $0 | $26,924 | ||
| Katherine M Sisoian | |||||||||
| V.P. - Student Development | 40.0 | Yes (X) | $127,530 | $15,389 | |||||
| Rudy A Vela | |||||||||
| V.P. - Mission and Rector | 40.0 | Yes (X) | $111,739 | $19,548 | |||||
| Richard D Kimbrough | |||||||||
| V.P. - University Advancement | 40.0 | Yes (X) | $98,674 | $10,377 | |||||
| Andre Hampton | |||||||||
| Provost | 40.0 | Yes (X) | 0.0 | $214,491 | $0 | $23,213 | |||
| Rebeckah J Day | |||||||||
| V.P. - Adm and Finance | 40.0 | Yes (X) | 0.0 | $189,555 | $0 | $17,917 | |||
| Suzanne M Petrusch | |||||||||
| V.P. - Enrollment Management | 40.0 | Yes (X) | 0.0 | $150,129 | $0 | $15,318 | |||
| Charles E Cantu | |||||||||
| Dean - Law School | 40.0 | 0.0 | $304,467 | $0 | $20,742 | Yes (X) | |||
| Tanuja Singh | |||||||||
| Dean - Business School | 40.0 | 0.0 | $232,869 | $0 | $20,562 | Yes (X) | |||
| Winston F Erevelles | |||||||||
| Dean-Science Engineering/Tech | 40.0 | 0.0 | $186,752 | $0 | $17,901 | Yes (X) | |||
| Robert W Piatt | |||||||||
| Professor | 40.0 | 0.0 | $243,430 | $0 | $19,268 | Yes (X) | |||
| David W Sommer | |||||||||
| Professor | 40.0 | 0.0 | $223,135 | $0 | $23,072 | Yes (X) | |||
| Victoria M Mather | |||||||||
| Professor | 40.0 | 0.0 | $221,652 | $0 | $22,633 | Yes (X) | |||
| David A Schlueter | |||||||||
| Professor | 40.0 | 0.0 | $214,546 | $0 | $18,676 | Yes (X) | |||
| Michael S Ariens | |||||||||
| Professor | 40.0 | 0.0 | $203,442 | $0 | $22,205 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,089,293 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $293,745 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 117 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARK | |||||
| St Marys University | SAN ANTONIO | TX | 78228 | Food Services | $5,141,260 |
| Keller-Martin Construction Inc | |||||
| 4930 Enterprise Drive | SAN ANTONIO | TX | 782491339 | Construction | $2,276,734 |
| SpawGlass Contractors Inc | |||||
| 9331 Corporate Drive | SELMA | TX | 78154 | Construction | $1,053,086 |
| Academic Health Plans Inc | |||||
| 1005 Glade Rd | COLLEYVILLE | TX | 76034 | Stdnt Hlth Insurance | $801,046 |
| Christian Brothers | |||||
| Risk Pooling Trust | ROMEOVILLE | IL | 604411896 | Prop/Liab Risk Pool | $448,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 32 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $136,073 | FundraisingAmt |
| Related Organizations | $1,151,362 | RelatedOrganizationsAmt |
| Government Grants | $7,302,039 | GovernmentGrantsAmt |
| All Other Contributions | $6,209,345 | AllOtherContributionsAmt |
| Noncash Contributions | $52,435 | NoncashContributionsAmt |
| Total Contributions | $14,798,819 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Educational and general - tuition & fees | 611310 | $90,772,565 | $90,772,565 |
| Auxiliary Services | 611710 | $15,141,233 | $15,141,233 |
| Educational Program Fee | 611710 | $1,584,371 | $1,584,371 |
| Educational Health Insurance | 611710 | $853,290 | $853,290 |
| Education and Institutional Fee | 611710 | $1,076,236 | $1,076,236 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,915,534 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,915,534 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $112,343,229 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,264,822 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $46,412 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,218,410 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $355,315 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $365,369 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$10,054 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,053 | TotalRevenueColumnAmt |
| Exclusion | -$10,053 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $86,374,219 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $82,267,394 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,106,825 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,106,825 | TotalRevenueColumnAmt |
| Exclusion | $4,106,825 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $122,406 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $136,073 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $130,126 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,720 | TotalRevenueColumnAmt |
| Exclusion | -$7,720 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,495,922 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $112,343,229 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $46,412 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,307,462 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,614,344 | TotalAmt |
| Program Services | $32,614,344 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,536,929 | TotalAmt |
| Program Services | $1,015,253 | ProgramServicesAmt |
| Management And General | $960,353 | ManagementAndGeneralAmt |
| Fundraising | $561,323 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,753,856 | TotalAmt |
| Program Services | $42,392,026 | ProgramServicesAmt |
| Management And General | $5,314,574 | ManagementAndGeneralAmt |
| Fundraising | $1,047,256 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,203,084 | TotalAmt |
| Program Services | $1,872,499 | ProgramServicesAmt |
| Management And General | $266,222 | ManagementAndGeneralAmt |
| Fundraising | $64,363 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,006,860 | TotalAmt |
| Program Services | $3,721,297 | ProgramServicesAmt |
| Management And General | $1,078,723 | ManagementAndGeneralAmt |
| Fundraising | $206,840 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,222,700 | TotalAmt |
| Program Services | $2,715,335 | ProgramServicesAmt |
| Management And General | $417,483 | ManagementAndGeneralAmt |
| Fundraising | $89,882 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,522,433 | TotalAmt |
| Program Services | $5,558,938 | ProgramServicesAmt |
| Management And General | $914,424 | ManagementAndGeneralAmt |
| Fundraising | $49,071 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,575 | TotalAmt |
| Program Services | $45,001 | ProgramServicesAmt |
| Management And General | $59,574 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,981 | TotalAmt |
| Program Services | $13,599 | ProgramServicesAmt |
| Management And General | $268,382 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,650 | TotalAmt |
| Management And General | $3,650 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $898,000 | TotalAmt |
| Management And General | $898,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,082 | TotalAmt |
| Program Services | $8,082 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $780,669 | TotalAmt |
| Program Services | $256,011 | ProgramServicesAmt |
| Management And General | $267,880 | ManagementAndGeneralAmt |
| Fundraising | $256,778 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,311,121 | TotalAmt |
| Program Services | $4,840,375 | ProgramServicesAmt |
| Management And General | $399,530 | ManagementAndGeneralAmt |
| Fundraising | $71,216 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $757,811 | TotalAmt |
| Program Services | $261,246 | ProgramServicesAmt |
| Management And General | $495,427 | ManagementAndGeneralAmt |
| Fundraising | $1,138 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,984 | TotalAmt |
| Program Services | $150,531 | ProgramServicesAmt |
| Management And General | $136,453 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,954,910 | TotalAmt |
| Program Services | $2,992,788 | ProgramServicesAmt |
| Management And General | $957,496 | ManagementAndGeneralAmt |
| Fundraising | $4,626 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,570,596 | TotalAmt |
| Program Services | $2,363,426 | ProgramServicesAmt |
| Management And General | $156,214 | ManagementAndGeneralAmt |
| Fundraising | $50,956 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $944,252 | TotalAmt |
| Program Services | $571,401 | ProgramServicesAmt |
| Management And General | $355,749 | ManagementAndGeneralAmt |
| Fundraising | $17,102 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $927,214 | TotalAmt |
| Program Services | $865,527 | ProgramServicesAmt |
| Management And General | $61,687 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,722,979 | TotalAmt |
| Program Services | $4,621,297 | ProgramServicesAmt |
| Management And General | $1,086,675 | ManagementAndGeneralAmt |
| Fundraising | $15,007 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,264,572 | TotalAmt |
| Program Services | $858,621 | ProgramServicesAmt |
| Management And General | $405,951 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Academic Program Total | $1,540,469 | $1,286,734 | $241,539 | $12,196 |
| Program and Events Total | $329,024 | $262,915 | $19,301 | $46,808 |
| Improvement Total | $1,147,437 | $1,033,285 | $114,152 | |
| Bad Debt Total | $285,206 | $285,206 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,979,738 | TotalAmt |
| Program Services | $110,320,531 | ProgramServicesAmt |
| Management And General | $15,164,645 | ManagementAndGeneralAmt |
| Fundraising | $2,494,562 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,445,116 | BOYAmt |
| EOY | $29,963,975 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,952 | BOYAmt |
| EOY | $1,074,786 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,175,484 | BOYAmt |
| EOY | $6,344,519 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,620,182 | BOYAmt |
| EOY | $15,660,350 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $552,852 | BOYAmt |
| EOY | $416,256 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,531,240 | BOYAmt |
| EOY | $1,367,439 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $189,803,911 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $87,861,886 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,565,419 | BOYAmt |
| EOY | $101,942,025 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,749,052 | BOYAmt |
| EOY | $137,303,370 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,575,524 | BOYAmt |
| EOY | $35,124,184 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,820,821 | BOYAmt |
| EOY | $329,201,904 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,325,098 | BOYAmt |
| EOY | $6,629,932 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,734,225 | BOYAmt |
| EOY | $5,656,404 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,968,000 | BOYAmt |
| EOY | $19,493,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,267,535 | BOYAmt |
| EOY | $17,893,545 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,915,459 | BOYAmt |
| EOY | $5,911,971 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,210,317 | BOYAmt |
| EOY | $55,584,852 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,744,852 | BOYAmt |
| EOY | $148,624,662 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,367,685 | BOYAmt |
| EOY | $57,463,527 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,497,967 | BOYAmt |
| EOY | $67,528,863 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,610,504 | BOYAmt |
| EOY | $273,617,052 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,820,821 | BOYAmt |
| EOY | $329,201,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,516,184 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $16,780,193 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $692,400 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $17,771 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $25,043 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $25,043 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1i | FormAndLineReferenceDesc |
| Explanation | 15% of $36,953 dues paid to Independent Colleges and Universities of Texas (ICUT) were expended for higher education legislative activities, plus $19,500 paid for legal counsel fees. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $153,558,110 | BeginningYearBalanceAmt |
| Contributions | $3,622,294 | ContributionsAmt |
| Investment Earnings Or Losses | $22,420,938 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,262,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,809,612 | OtherExpendituresAmt |
| End Year Balance | $174,529,730 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $134,369,499 | BeginningYearBalanceAmt |
| Contributions | $1,479,750 | ContributionsAmt |
| Investment Earnings Or Losses | $23,059,028 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,237,818 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,996,234 | OtherExpendituresAmt |
| End Year Balance | $153,674,225 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $146,360,851 | BeginningYearBalanceAmt |
| Contributions | $898,664 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,389,887 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,410,400 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,089,729 | OtherExpendituresAmt |
| End Year Balance | $134,369,499 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $124,769,237 | BeginningYearBalanceAmt |
| Contributions | $900,132 | ContributionsAmt |
| Investment Earnings Or Losses | $26,116,630 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,227,352 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,197,796 | OtherExpendituresAmt |
| End Year Balance | $146,360,851 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $116,470,728 | BeginningYearBalanceAmt |
| Contributions | $1,357,781 | ContributionsAmt |
| Investment Earnings Or Losses | $12,447,599 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,342,415 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,164,456 | OtherExpendituresAmt |
| End Year Balance | $124,769,237 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32070 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38690 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29240 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $600,645 | OtherCostOrOtherBasisAmt |
| Book Value | $600,645 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $107,877,810 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,455,896 | DepreciationAmt |
| Book Value | $69,421,914 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $426,040 | OtherCostOrOtherBasisAmt |
| Depreciation | $138,928 | DepreciationAmt |
| Book Value | $287,112 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,242,424 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,920,415 | DepreciationAmt |
| Book Value | $6,322,009 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,656,992 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,346,647 | DepreciationAmt |
| Book Value | $25,310,345 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $101,942,025 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| U.S. REAL ESTATE TRUST | $5,027,479 | F |
| U.S. MINERAL RIGHTS | $2,165,000 | F |
| INT'L HEDGE FUND (HARBINGER) | $9,517,860 | F |
| MULTI-STRATEGY PRIVATE EQUITY | $14,142,773 | F |
| FUNDS HELD IN TRUST BY OTHERS | $4,271,072 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $35,124,184 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERKINS LOAN PROGRAM ADVANCEMENT | Desc |
| Amt | $5,911,971 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,911,971 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $118,473,942 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $16,780,193 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $692,400 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $17,773 | OtherRevenueAmt |
| Revenue Not Reported | $17,490,366 | RevenueNotReportedAmt |
| Revenue Subtotal | $100,983,576 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $898,000 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $32,614,346 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $33,512,346 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $134,495,922 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $94,467,394 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $94,467,394 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $898,000 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $32,614,344 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $33,512,344 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $127,979,738 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V | Endowment spending purposes: 1. student scholarships 2. professor salaries and supporting expenses 3. academic programs 4. book purchases and others 5. building maintenance ASC 740 (FKA FIN48) Schedule D, Part X 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 2014 or 2013. Accounting principles generally accepted in the United States require Management to evaluate uncertain tax positions taken by the University. The 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 IRS or Treasury. Management has analyzed the tax positions taken by the University, and has concluded that as of May 31, 2014, 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. |
| SCHEDULE D, PART XI | Line 2d: Rent & Fundraising Event Net: $ 17,773 Line 4b: Scholarships $32,614,344 Line 4b: Rounding $ 2 |
| SCHEDULE D, PART XII | Line 4b: Scholarships $32,614,344 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| NONDISCRIMINATORY POLICY | SCHEDULE E, QUESTION 3 THE POLICY IS INCLUDED IN ALL STUDENT CATALOGUES AND BROCHURES AND THE GRADUATE AND UNDERGRADUATE APPLICATION FORMS AND AT THE UNIVERSITY'S WEBSITE. 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. AS REQUIRED BY THE JEANNE CLERY DISCLOSURE OF CAMPUS SECURITY POLICY AND CAMPUS CRIME STATISTICS ACT, INFORMATION REGARDING CRIME STATISTICS, CAMPUS SAFETY, CRIME PREVENTION AND VICTIM'S ASSISTANCE IS AVAILABLE ON THE ST. MARY'S UNIVERSITY WEB SITE AT WWW.STMARYTX.EDU/POLICE/. A PAPER COPY OF THE REPORT IS AVAILABLE BY REQUEST. ADDITIONALLY, INFORMATION REGARDING GRADUATION AND RETENTION RATES IS AVAILABLE AT WWW.STMARYTX.EDU. ALL MATERIAL SENT TO ST. MARY'S UNIVERSITY BECOMES PROPERTY OF THE UNIVERSITY AND WILL NOT BE RELEASED. FINAL ADMISSION WILL BE GRANTED ONLY AFTER FINAL TRANSCRIPT OF HIGH SCHOOL AND/OR COLLEGE WORK IS RECEIVED |
| FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY | SCHEDULE E, QUESTION 6A FINANCIAL AID IS PROVIDED TO ELIGIBLE STUDENTS BASED ON THE GOVERNMENTAL AGENCY'S REGULATIONS ON PELL, FSEOG, TEG AND OTHERS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | EDUCATION PROGRAM | $95,134 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | EDUCATION PROGRAM | $180,550 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | EDUCATION PROGRAM | $277,394 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | EDUCATION PROGRAM | $171,437 |
| East Asia and the Pacific | 0 | 0 | Program Services | EDUCATION PROGRAM | $129,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $853,594 | SubtotalSpentAmt |
| Total Spent | $853,594 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 3, COLUMN (F) | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING METHOD IS CASH. THERE ARE NO INVESTMENTS. ALL ARE DISBURSEMENTS TO SUPPORT OVERSEAS EDUCATION PROGRAMS. ALL DISBURSEMENTS ARE MADE BY ST. MARY'S UNIVERSITY IN TEXAS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Dinner | NameOfEvent1Amt |
| Gross Receipts Event1 | $158,775 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $70,438 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $88,337 | GrossRevenueEvent1Amt |
| Entertainment Event1 | $90,729 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $12,289 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Golf Tournament | NameOfEvent2Amt |
| Gross Receipts Event2 | $48,675 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $26,845 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,830 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $19,548 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $900 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $51,029 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $38,790 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $12,239 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $6,660 | RentFcltyCostsOtherEventsAmt |
| Gross Receipts Total | $258,479 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $136,073 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $122,406 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $26,208 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $90,729 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,189 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $130,126 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,720 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUC GRANTS, SCHOLARSHIPS & TUITION DISCOUNTS | GrantTypeTxt |
| Recipient | 2580 | RecipientCnt |
| Cash Grant | $32,614,344 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | INSTITUTIONAL GIFT AID IS AWARDED IN VARIOUS FORMS VIA THE FOLLOWING SELECTION PROCESS: 1) ACADEMIC SCHOLARSHIPS: THE SELECTION OF THESE STUDENTS IS MADE BY THE OFFICE OF THE UNDERGRADUATE, GRADUATE, PH D AND LAW ADMISSIONS, AND THE STUDENT'S APPLICATION FOR ADMISSION SERVES AS THE SCHOLARSHIP APPLICATION, 2) TALENT AWARDS (ATHLETICS AND MUSIC): THE DECISION REGARDING THE AWARD RECIPIENTS IS MADE BY THE APPROPRIATE DEPARTMENT AND/OR COACH. STUDENTS ARE EITHER RECRUITED OR NOMINATE THEMSELVES FOR AWARD CONSIDERATION. SELECTION IS USUALLY BASED UPON PERFORMANCES AND AUDITIONS, AND 3) NEED BASED AWARDS: THE OFFICE OF FINANCIAL ASSISTANCE DETERMINES ELIGIBILITY BASED UPON THE FAFSA. SELECTION IS MADE WITHIN APPROPRIATE UNIVERSITY GUIDELINES. NOTE: DUE TO THE NATURE OF THE SCHOLARSHIPS/AWARDS, THE AMOUNTS ARE NETTED WITH REVENUES, WHICH IS CONSISTENT WITH THE AUDITED FINANCIAL PRESENTATION. THUS, THE AWARDS ARE NOT REPORTED AS GRANTS. STUDENT LOANS: ST. MARY'S PARTICIPATES IN TWO FEDERAL LOAN PROGRAMS: 1) THE CAMPUS-BASED FEDERAL PERKINS STUDENT LOAN PROGRAM, IN WHICH SELECTION OF STUDENT RECIPIENTS IS MADE BY THE OFFICE OF FINANCIAL ASSISTANCE BASED UPON THE FAFSA AND FEDERAL REGULATIONS, AND 2) THE FFLEP PROGRAM, IN WHICH THE STUDENT SELF-SELECTS THE LENDER AND THE OFFICE OF FINANCIAL ASSISTANCE CERTIFIES ELIGIBILITY BASED UPON FEDERAL REGULATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Thomas M Mengler | |||||||||||||
| President | $366,882 | $0 | $0 | $0 | $0 | $0 | $17,850 | $0 | $9,074 | $0 | $393,806 | $0 | $0 |
| Charles E Cantu | |||||||||||||
| Dean - Law School | $304,467 | $0 | $0 | $0 | $0 | $0 | $16,264 | $0 | $4,478 | $0 | $325,209 | $0 | $0 |
| Robert W Piatt | |||||||||||||
| Professor | $243,430 | $0 | $0 | $0 | $0 | $0 | $14,790 | $0 | $4,478 | $0 | $262,698 | $0 | $0 |
| Tanuja Singh | |||||||||||||
| Dean - Business School | $232,869 | $0 | $0 | $0 | $0 | $0 | $16,084 | $0 | $4,478 | $0 | $253,431 | $0 | $0 |
| David W Sommer | |||||||||||||
| Professor | $223,135 | $0 | $0 | $0 | $0 | $0 | $13,911 | $0 | $9,161 | $0 | $246,207 | $0 | $0 |
| Victoria M Mather | |||||||||||||
| Professor | $221,652 | $0 | $0 | $0 | $0 | $0 | $13,472 | $0 | $9,161 | $0 | $244,285 | $0 | $0 |
| David A Schlueter | |||||||||||||
| Professor | $214,546 | $0 | $0 | $0 | $0 | $0 | $11,894 | $0 | $6,782 | $0 | $233,222 | $0 | $0 |
| Andre Hampton | |||||||||||||
| Provost | $214,491 | $0 | $0 | $0 | $0 | $0 | $14,052 | $0 | $9,161 | $0 | $237,704 | $0 | $0 |
| Michael S Ariens | |||||||||||||
| Professor | $203,442 | $0 | $0 | $0 | $0 | $0 | $13,131 | $0 | $9,074 | $0 | $225,647 | $0 | $0 |
| Winston F Erevelles | |||||||||||||
| Dean-Science Engineering/Tech | $186,752 | $0 | $0 | $0 | $0 | $0 | $13,423 | $0 | $4,478 | $0 | $204,653 | $0 | $0 |
| Rebeckah J Day | |||||||||||||
| V.P. - Adm and Finance | $189,555 | $0 | $0 | $0 | $0 | $0 | $13,439 | $0 | $4,478 | $0 | $207,472 | $0 | $0 |
| Suzanne M Petrusch | |||||||||||||
| V.P. - Enrollment Management | $150,129 | $0 | $0 | $0 | $0 | $0 | $10,840 | $0 | $4,478 | $0 | $165,447 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | SOCIAL CLUB DUES OR INITIATION FEES THE UNIVERSITY PROVIDES FOR THE PAYMENT OF CERTAIN CLUB DUES WHEN IT IS DETERMINED TO FURTHER OUR EXEMPT PURPOSES. THE UNIVERSITY MONITORS CLUB ACTIVITY FOR ANY PERSONAL USE AND IS REIMBURSED FOR THESE AMOUNTS OR INCLUDES THEM IN TAXABLE COMPENSATION FOR THE EMPLOYEE. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CITY OF OLMOS PARK TX HIGHER ED CORP SERIES 2007 | ||||||||
| A | 521830729 | XXXXXXXXX | 2007-12-13 | $8,500,000 | RESIDENCE CONSTRUCTION PROJECT | false | false | false |
| CITY OF OLMOS PARK TX HIGHER ED CORP SERIES 2007 | ||||||||
| B | 521830279 | XXXXXXXXX | 2008-02-26 | $10,000,000 | RESIDENCE CONSTRUCTION PROJECT | false | false | false |
| SAN ANTONIO TEXAS EDUCATION FACILITIES CORP | ||||||||
| C | 521830729 | XXXXXXXXX | 2010-07-28 | $8,724,000 | REFINANCING 1999 REVENUE BONDS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $260,000 | $0 | $8,651,557 | $0 | $0 | $0 | $145,975 | $0 | $0 | $7,455,582 | $0 | $0 | 2009 | false | false | Yes (true) | Yes (true) |
| B | $300,000 | $0 | $10,108,756 | $0 | $0 | $0 | $165,100 | $0 | $0 | $9,943,656 | $0 | $0 | 2009 | false | false | Yes (true) | Yes (true) |
| C | $915,000 | $0 | $8,724,000 | $0 | $0 | $0 | $74,000 | $0 | $0 | $0 | $0 | $0 | 2001 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) | false | false | Yes (true) |
| B | false | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) | false | false | Yes (true) | ||
| C | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | false |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | false | false |
| 0 | ||||||||||
| C | false | false | false | Yes (true) | false | false | false | 0 | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
| C | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K PART I COLUMN E & SCHEDULE K, PART II, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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 IN A AND B. IN SCHEDULE K, PART I, ROW A, THE CUMULATIVE EARNINGS ARE $151,557. IN SCHEDULE K, PART I, ROW B, THE CUMULATIVE EARNINGS ARE $100,756. SCHEDULE K, PART IV, LINE 2C THE REBATE COMPUTATION WAS CALCULATED IN 2010 FOR ALL BONDS LISTED ON SCHEDULE K, PART I. SCHEDULE K, PART V THE UNIVERSITY HAS AN ANNUAL REVIEW PROCESS ON THE FOLLOWING: 1. PRIVATE BUSINESS USE - PRIOR TO LEASE, SERVICE, PROFESSIONAL CONTRACTUAL AGREEMENTS TO BE SIGNED AND NEW FINANCING PROJECTS BEING EVALUATED, ALL OF THE LEGAL DOCUMENTS ARE SUBMITTED TO OUR TAX LEGAL COUNSEL FOR REVIEW TO ENSURE THAT FEDERAL TAX REQUIREMENTS ARE MET. 2. ANNUAL REVIEW OF THE UNIVERSITY'S SPACE RENTAL ON THE FINANCED PROPERTY IS REVIEWED TO ENSURE THAT FEDERAL TAX REQUIREMENTS ARE MET. PERIODICALLY THE ORGANIZATION SENDS COMMUNICATION TO OUR TAX PROFESSIONALS FOR CONSULTATION WHEN NEW ACTIVITIES/RENTAL ARE BEING CONSIDERED. 3. WHEN NEW BONDS ARE ISSUED, INVESTMENTS ARE PROHIBITED TO INVEST ON THE GUARANTEED INVESTMENT CONTRACT (GIC). THE UNIVERSITY MONITORS THE PROJECT PROGRESS TO ENSURE WE MEET THE AVAILABLE TEMPORARY PERIOD AND COUNSEL OUR TAX LEGAL COUNSEL FOR ACTIONS WHEN THE PROGRESS OF THE PROJECT MIGHT BE LAGGING FROM THE SCHEDULED TIMELINE. 4. ARBITRAGE - WE ENGAGED A FIRM TO PERFORM ARBITRAGE CALCULATION WHEN NEW BONDS ARE ISSUED TO ENSURE WE ARE IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $52,435 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, QUESTION 32A | FormAndLineReferenceDesc |
| Explanation | THE MANAGEMENT OF THE ORGANIZATION'S PHONATHON PROGRAM IS OUTSOURCED TO A THIRD PARTY BUT TAKES PLACE ON CAMPUS UTILIZING ST. MARY'S STUDENTS. THE DIRECTOR OF THE ANNUAL FUND OR HIS/HER DESIGNEE IS PRESENT AT ALL TIMES. THE ORGANIZATION ALSO HIRES PROFESSIONALS TO SELL NON-CASH CONTRIBUTIONS WHEN RECEIVED, SUCH AS REAL ESTATE AND STOCKS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, 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, EDUCATION, AND ACADEMIC EXCELLENCE. FORM 990, PART III, LINE 1 St. Marys 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. 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 VI, QUESTION 2 DAVID BIEGLER AND JACK BIEGLER ARE BROTHERS AND ARE ALSO ST. MARY UNIVERSITY TRUSTEES. |
| FORM 990, PART VI, QUESTION 6 | BYLAWS, ARTICLE 3: Members of the Corporation 3.1 Members of the Corporation The following shall be the members of the Corporation (each individually a "Member" and collectively 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, Questions 7a & 7B | BYLAWS, Article 3: 3.3 Powers of the Members of the Corporation The Members of the Corporation shall enjoy the following powers: (a) to approve and change the Bylaws of the University upon recommendation of the Board of Trustees in accordance with Article 10; (b) to approve nominees for the Board of Trustees recommended by the Executive Committee of the Board of Trustees or the Trustee Nominating Committee (as defined below) and to approve the dismissal of individuals serving on the Board of Trustees (each individual serving on the Board of Trustees a "Trustee" and collectively "Trustees") as recommended by a vote of the Board of Trustees, provided that such approval shall not, in either instance, be unreasonably withheld; (c) to approve the sale or transfer of any substantial part of the physical properties of the University; (d) to determine the distribution of the assets of the University in the event of its dissolution; and (e) to approve the recommendations for President of the University as proposed by the Presidential Nominating Committee (as defined below) of the Board of Trustees and that such approval shall not be unreasonably withheld. |
| Form 990, Part VI, Question 11b | The University prepared the return, which then was reviewed by EY. The draft was distributed to the Audit Committee for their review and approval and made available to the Board prior to submission of the 990 filing. |
| Form 990, Part VI, Question 12c | OFFICERS AND DIRECTORS ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY. THE INDIVIDUAL REPORTS TO THEIR RESPECTIVE SUPERVISOR AND/OR HUMAN RESOURCES OFFICE WHEN AN ISSUE ARISES. FACULTY WITH ADMINISTRATIVE RESPONSIBILITIES AND ALL STAFF ARE REQUIRED TO READ AND SIGN THE CODE OF BUSINESS CONDUCT ANNUALLY. MONITORING IS PERFORMED VIA CONTROLS AND FINANCIAL TRANSACTIONS AND SUPERVISORY OVERSIGHT. FORM 990, PART VI, QUESTION 13 THE UNIVERSITY'S WHISTLEBLOWER POLICY WAS APPROVED BY THE BOARD OF DIRECTORS AND IMPLEMENTED ON MARCH 20, 2012. |
| Form 990, Part VI, Question 15a | CEO AND OFFICERS SALARIES ARE REVIEWED EACH FISCAL YEAR AND BENCHMARKED WITH THE CUPA STUDY DATA FOR COMPARABILITY. THE PRESIDENT (CEO) SALARY IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, QUESTION 15B ST. MARY'S UNIVERSITY PARTICIPATES ANNUALLY WITH THE CUPA ADMINISTRATIVE AND PROFESSIONAL HIGHER EDUCATION SALARY SURVEYS AND USES THESE SURVEYS TO REVIEW SALARY LEVELS ANNUALLY TO MAINTAIN ITS MARKET COMPETITIVENESS IN ASSESSING SALARY RANGES FOR KEY LEADERSHIP POSITIONS AND ALL PROFESSIONAL STAFF POSITIONS. FOR SUPPORT STAFF, THE UNIVERSITY PARTICIPATES IN A LOCAL SALARY SURVEY ANNUALLY TO ASSESS ITS SUPPORT STAFF POSITIONS MARKET COMPETITIVENESS AND TO ASSESS MARKET RANGES. |
| Form 990, Part VI, Question 19 | AUDITED FINANCIALS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FORMS 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ON THE WEB AT HTTP://WWW.STMARYTX.EDU. |
| FORM 990, PART XI, LINE 9 | RENT NET 10,053 FUNDRAISING EVENT NET 7,720 ROUNDING (2) --------- 17,771 |
| Form 990, Part XII, Question 2c | The University prepared the report, which then was reviewed by EY. The draft was distributed to the Audit Committee for their review and approval and made available to the Board prior to submission of the 990 filing. The audited financial statements are approved by the independent accountant (audit committee) and not distributed to the board prior to the issuance. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST MARY'S HOLDINGS INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CAMINO SANTA MARIA | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455275423 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | $1,125,368 | TotalIncomeAmt |
| End Of Year Assets | $23,407,150 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST MARY'S U | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ST MARY'S UNIVERSITY-ALUMNI ASSOCIATION | ||||||||||
| ONE CAMINO SANTA MARIA | SAN ANTONIO | TX | 78228 | 741742119 | SUPPORT | TX | 501(c)(3) | 5 | ST MARY'S U | false |
| Society of Mary of Marianist Province | ||||||||||
| 4425 West Pine Blvd | St Louis | MO | 63108 | 030415363 | Religious Org | MO | 501(c)(3) | 1 | ST MARY'S U | false |
| St Mary's University School of Law Fdn | ||||||||||
| One Camino Santa Maria | San Antonio | TX | 78228 | 204032309 | Support | TX | 501(c)(3) | 9 | ST MARY'S U | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| St Mary's University Alumni Associations | ||
| C | $741,271 | FMV |
| Society of Mary of Marianist Province | ||
| C | $410,091 | FMV |
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