2015-04-13T10:24:15-05:00 2014-05-31 ERNST & YOUNG US LLP PO BOX 2938 SAN ANTONIO TX 782992938 990 2013-06-01 741143128 St Mary's University % MEI-LIN LEE FINANCE DIRECTO STMA 2104363414 One Camino Santa Maria Suite San Antonio TX 782288504 Rebecca Day VP-Administration and Finance 2015-04-13 Stewart Goodson P00084462 2013 2016-02-25 16:41:14Z THOMAS M MENGLER PRESIDENT One Camino Santa Maria San Antonio TX 782288504 217258811 false 0928 X www.stmarytx.edu X 1926 TX SEE SCHEDULE O. 33 32 2551 32 46412 45412 19259522 14798819 107828819 112343229 6639301 7371647 -20346 -17773 133707296 134495922 30909685 32614344 0 0 59962965 61723429 0 0 2494562 35572678 33641965 126445328 127979738 7261968 6516184 309820821 329201904 60210317 55584852 249610504 273617052 X SEE SCHEDULE O. false false 80083548 32614344 90772565 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.) 13804923 0 15141233 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) 16432060 0 6429431 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) 110320531 true true false true false false false false false true true true false false true true false true true false true false false false true false false false true true true false false false false false false false false false false true false false false true true true true false false true 195 0 true 2551 true true true false false false false true true false false false false X 33 32 true false false false true true true true true false true true true true true true true true true true false X X MEI-LIN LEE FINANCE DIRECTO 2104363414 ONE CAMINO SANTA MARIA San Antonio TX 782288504 Rev Martin A Solma SM CHANCELLOR 1.0 X X Edward C Speed CHAIRMAN OF THE BOARD 1.0 X X Doris A Slay-Barber VICE-CHAIRMAN OF THE BOARD 1.0 X X Raymond Carvajal RPh SECRETARY 1.0 X X Charles T Barrett Jr TRUSTEE 1.0 X David W Biegler TRUSTEE 1.0 X Jack Biegler TRUSTEE 1.0 X Brother William J Campbell SM TRUSTEE 1.0 X R Michael Casseb TRUSTEE 1.0 X Rebecca Quintanilla Cedillo TRUSTEE 1.0 X Walter D Downing Jr TRUSTEE 1.0 X Rev James F Fitz SM TRUSTEE 1.0 X Kelley Frost TRUSTEE 1.0 X Barbara Gentry TRUSTEE 1.0 X Gisela Girard TRUSTEE 1.0 X Steven D Jansma TRUSTEE 1.0 X Brother Joseph Kamis SM TRUSTEE 1.0 X Sister Laura M Leming FMI PhD TRUSTEE 1.0 X Christopher R Martinez TRUSTEE 1.0 X Larry Mills TRUSTEE 1.0 X Brother Ronald Overman SM TRUSTEE 1.0 X Philip J Pfeiffer TRUSTEE 1.0 X Fernando Reyes TRUSTEE 1.0 X Kenneth S Saks TRUSTEE 1.0 X Michael A Schott TRUSTEE 1.0 X Darrell G Stewart TRUSTEE 1.0 X James Marty Truss TRUSTEE 1.0 X Maj Gen Alfred A Valenzuela TRUSTEE 1.0 X Brother Edward Violett SM PhD TRUSTEE 1.0 X Brother Thomas Wendorf SM PhD TRUSTEE 1.0 X Martin Beirne TRUSTEE 1.0 X Helen Berridge TRUSTEE 1.0 X Harvey Najim TRUSTEE (UNTIL JUNE 2013) 1.0 X Thomas M Mengler President 40.0 0.0 X X 366882 0 26924 Katherine M Sisoian V.P. - Student Development 40.0 X 127530 15389 Rudy A Vela V.P. - Mission and Rector 40.0 X 111739 19548 Richard D Kimbrough V.P. - University Advancement 40.0 X 98674 10377 Andre Hampton Provost 40.0 0.0 X 214491 0 23213 Rebeckah J Day V.P. - Adm and Finance 40.0 0.0 X 189555 0 17917 Suzanne M Petrusch V.P. - Enrollment Management 40.0 0.0 X 150129 0 15318 Charles E Cantu Dean - Law School 40.0 0.0 X 304467 0 20742 Tanuja Singh Dean - Business School 40.0 0.0 X 232869 0 20562 Winston F Erevelles Dean-Science Engineering/Tech 40.0 0.0 X 186752 0 17901 Robert W Piatt Professor 40.0 0.0 X 243430 0 19268 David W Sommer Professor 40.0 0.0 X 223135 0 23072 Victoria M Mather Professor 40.0 0.0 X 221652 0 22633 David A Schlueter Professor 40.0 0.0 X 214546 0 18676 Michael S Ariens Professor 40.0 0.0 X 203442 0 22205 3089293 0 293745 117 false true false ARAMARK St Marys University SAN ANTONIO TX 78228 Food Services 5141260 Keller-Martin Construction Inc 4930 Enterprise Drive SAN ANTONIO TX 782491339 Construction 2276734 SpawGlass Contractors Inc 9331 Corporate Drive SELMA TX 78154 Construction 1053086 Academic Health Plans Inc 1005 Glade Rd COLLEYVILLE TX 76034 Stdnt Hlth Insurance 801046 Christian Brothers Risk Pooling Trust ROMEOVILLE IL 604411896 Prop/Liab Risk Pool 448027 32 136073 1151362 7302039 6209345 52435 14798819 Educational and general - tuition & fees 611310 90772565 90772565 Auxiliary Services 611710 15141233 15141233 Educational Program Fee 611710 1584371 1584371 Educational Health Insurance 611710 853290 853290 Education and Institutional Fee 611710 1076236 1076236 2915534 2915534 112343229 3264822 46412 3218410 0 0 355315 365369 -10054 0 -10053 -10053 86374219 82267394 4106825 4106825 4106825 122406 136073 130126 -7720 -7720 0 0 0 134495922 112343229 46412 7307462 0 32614344 32614344 0 0 2536929 1015253 960353 561323 0 48753856 42392026 5314574 1047256 2203084 1872499 266222 64363 5006860 3721297 1078723 206840 3222700 2715335 417483 89882 6522433 5558938 914424 49071 104575 45001 59574 281981 13599 268382 3650 3650 0 898000 898000 8082 8082 780669 256011 267880 256778 5311121 4840375 399530 71216 757811 261246 495427 1138 286984 150531 136453 3954910 2992788 957496 4626 2570596 2363426 156214 50956 0 944252 571401 355749 17102 927214 865527 61687 0 5722979 4621297 1086675 15007 1264572 858621 405951 Academic Program Total 1540469 1286734 241539 12196 Program and Events Total 329024 262915 19301 46808 Improvement Total 1147437 1033285 114152 Bad Debt Total 285206 285206 127979738 110320531 15164645 2494562 5000 5000 50445116 29963975 600952 1074786 5175484 6344519 0 0 0 0 15620182 15660350 552852 416256 1531240 1367439 189803911 87861886 96565419 101942025 113749052 137303370 25575524 35124184 0 0 0 0 0 0 309820821 329201904 9325098 6629932 0 0 5734225 5656404 20968000 19493000 0 0 0 0 15267535 17893545 0 0 8915459 5911971 60210317 55584852 X 139744852 148624662 46367685 57463527 63497967 67528863 249610504 273617052 309820821 329201904 X 6516184 16780193 692400 17771 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 25043 25043 false false Schedule C, Part II-B, Line 1i 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. 153558110 3622294 22420938 3262000 1809612 174529730 134369499 1479750 23059028 3237818 1996234 153674225 146360851 898664 -7389887 3410400 2089729 134369499 124769237 900132 26116630 3227352 2197796 146360851 116470728 1357781 12447599 3342415 2164456 124769237 0.32070 0.38690 0.29240 true false 600645 600645 107877810 38455896 69421914 426040 138928 287112 21242424 14920415 6322009 59656992 34346647 25310345 101942025 U.S. REAL ESTATE TRUST 5027479 F U.S. MINERAL RIGHTS 2165000 F INT'L HEDGE FUND (HARBINGER) 9517860 F MULTI-STRATEGY PRIVATE EQUITY 14142773 F FUNDS HELD IN TRUST BY OTHERS 4271072 F 35124184 0 PERKINS LOAN PROGRAM ADVANCEMENT 5911971 5911971 X 118473942 16780193 692400 17773 17490366 100983576 898000 32614346 33512346 134495922 94467394 94467394 898000 32614344 33512344 127979738 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 true true true true true true true false false false false false false false false true false true 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. Europe (Including Iceland and Greenland) 0 0 Program Services EDUCATION PROGRAM 95134 Europe (Including Iceland and Greenland) 0 0 Program Services EDUCATION PROGRAM 180550 Europe (Including Iceland and Greenland) 0 0 Program Services EDUCATION PROGRAM 277394 Europe (Including Iceland and Greenland) 0 0 Program Services EDUCATION PROGRAM 171437 East Asia and the Pacific 0 0 Program Services EDUCATION PROGRAM 129079 0 0 0 0 853594 853594 true false false false false false SCHEDULE F, PART I, LINE 3, COLUMN (F) 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. Dinner 158775 70438 88337 90729 12289 Golf Tournament 48675 26845 21830 19548 900 1 51029 38790 12239 6660 258479 136073 122406 26208 90729 13189 130126 -7720 true EDUC GRANTS, SCHOLARSHIPS & TUITION DISCOUNTS 2580 32614344 FORM 990, SCHEDULE I, PART I, LINE 2 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. X true true X X X X false false false false false false false false false Thomas M Mengler President 366882 0 0 0 0 0 17850 0 9074 0 393806 0 0 Charles E Cantu Dean - Law School 304467 0 0 0 0 0 16264 0 4478 0 325209 0 0 Robert W Piatt Professor 243430 0 0 0 0 0 14790 0 4478 0 262698 0 0 Tanuja Singh Dean - Business School 232869 0 0 0 0 0 16084 0 4478 0 253431 0 0 David W Sommer Professor 223135 0 0 0 0 0 13911 0 9161 0 246207 0 0 Victoria M Mather Professor 221652 0 0 0 0 0 13472 0 9161 0 244285 0 0 David A Schlueter Professor 214546 0 0 0 0 0 11894 0 6782 0 233222 0 0 Andre Hampton Provost 214491 0 0 0 0 0 14052 0 9161 0 237704 0 0 Michael S Ariens Professor 203442 0 0 0 0 0 13131 0 9074 0 225647 0 0 Winston F Erevelles Dean-Science Engineering/Tech 186752 0 0 0 0 0 13423 0 4478 0 204653 0 0 Rebeckah J Day V.P. - Adm and Finance 189555 0 0 0 0 0 13439 0 4478 0 207472 0 0 Suzanne M Petrusch V.P. - Enrollment Management 150129 0 0 0 0 0 10840 0 4478 0 165447 0 0 Schedule J, Part I, Line 1a 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. A CITY OF OLMOS PARK TX HIGHER ED CORP SERIES 2007 521830729 XXXXXXXXX 2007-12-13 8500000 RESIDENCE CONSTRUCTION PROJECT false false false B CITY OF OLMOS PARK TX HIGHER ED CORP SERIES 2007 521830279 XXXXXXXXX 2008-02-26 10000000 RESIDENCE CONSTRUCTION PROJECT false false false C SAN ANTONIO TEXAS EDUCATION FACILITIES CORP 521830729 XXXXXXXXX 2010-07-28 8724000 REFINANCING 1999 REVENUE BONDS false false false A 260000 0 8651557 0 0 0 145975 0 0 7455582 0 0 2009 false false true true B 300000 0 10108756 0 0 0 165100 0 0 9943656 0 0 2009 false false true true C 915000 0 8724000 0 0 0 74000 0 0 0 0 0 2001 true false true true A false false false false 0.00000 0.00000 0.00000 true false false true B false false 0.00000 0.00000 0.00000 true false false true C false false false false 0.00000 0.00000 0.00000 true false false true A false false false true false false 0 false 0 false false B false false false true false false 0 false 0 false false C false false false true false false 0 false 0 false false A false B false C false SCHEDULE K PART I COLUMN E & SCHEDULE K, PART II, LINE 3 THE DIFFERENCE IN THE ISSUE PRICE SHOWN IN COLUMN E, AND PART II, LINE 3, TOTAL PROCEEDS OF ISSUE, IS THE EARNINGS DURING THE CONSTRUCTION PERIOD FOR THE CITY OF OLMOS PARK, TX HIGHER EDUCATION CORP SERIES 2007 BONDS LISTED 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. X 10 52435 SELLING PRICE false true true SCHEDULE M, PART I, QUESTION 32A 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. 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. ST MARY'S HOLDINGS INC ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 455275423 SUPPORT TX 1125368 23407150 ST MARY'S U 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 false false true false false false false false true false false false false false false false false false St Mary's University Alumni Associations C 741271 FMV Society of Mary of Marianist Province C 410091 FMV