2013-04-01T18:41:53-05:00 2012-05-31 ERNST & YOUNG US LLP PO BOX 2938 SAN ANTONIO TX 782992938 990 2011-06-01 741143128 St Mary's University % MEI-LIN LEE FINANCE DIRECTO STMA 2104363414 One Camino Santa Maria San Antonio TX 782288504 Rebeckah J Day 2013-04-01 Stewart Goodson 2102289696 2011 2016-02-25 16:41:14Z CHARLES L COTTRELL PRESIDENT One Camino Santa Maria San Antonio TX 782288504 213204015 false 0928 X stmarytx.edu X 1926 TX 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. 32 31 2457 0 0 0 15961062 11218352 104924048 107706470 4701642 4959113 -61411 -28391 125525341 123855544 29214437 32269599 0 0 54868928 57616615 0 0 2506735 34885991 34602699 118969356 124488913 6555985 -633369 274144145 267349659 43952852 43961653 230191293 223388006 X 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. false false 79350584 32269599 78175005 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: 4188, STUDENT TO FACULTY RATIO: 12 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.) ST. MARY'S UNIVERSITY RECEIVED CONTRIBUTED SERVICES IN THE AMOUNT OF $650,000 DURING THE YEAR. THE SERVICES CONTRIBUTED FOR THE ROTC PROGRAM CONSISTED OF MILITARY SCIENCE INSTRUCTION PERSONNEL PAID BY THE ARMY DIRECTLY AND NOT REFLECTED IN THE REVENUE AMOUNT SHOWN ABOVE. 13193890 14925676 AUXILIARY ENTERPRISES: PROVIDES STUDENT WITH HOUSING, DINING AND BOOKSTORE SERVICES AND FACILITIES TO EXPERIENCE COMMUNITY LIVING ON CAMPUS EXPERIENCE. (Enrollment: undergraduate: 2,508; Graduate: 702, PhD: 86 and Law: 892, Total 4,188. Student to faculty ratio: 12 to 1). 14605789 14605789 STUDENT AND COMMUNITY SERVICES PROGRAMS: PROVIDES STUDENTS WITH OPPORTUNITIES TO DEVELOP LEADERSHIP IN STUDENT, ACADEMIC, SOCIAL AND PROFESSIONAL ORGANIZATIONS. (Enrollment: undergraduate: 2,508; Graduate: 702, PhD: 86 and Law: 892, Total 4,188. Student to faculty ratio: 12 to 1). 107150263 true true false true false false false false false true true true false false true false 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 false false false false true 169 0 true 2457 true false true CH AR SP AU AE false false false true true false false false false X 32 31 false false false false true true false true true false true false true true true true true true true false false X X MEI-LIN LEE FINANCE DIRECTO 2104363414 ONE CAMINO SANTA MARIA San Antonio TX 782288504 Rev Martin A Solma SM 1.0 X X 0 0 0 Robert L Elizondo 1.0 X X 0 0 0 Philip J Pfeiffer 1.0 X X 0 0 0 Maj Gen Alfred A Valenzuela 1.0 X X 0 0 0 Charles T Barrett Jr 1.0 X 0 0 0 Martin D Beirne Jr 1.0 X 0 0 0 Helen M Berridge 1.0 X 0 0 0 David W Biegler 1.0 X 0 0 0 Jack Biegler 1.0 X 0 0 0 Edward R Boyle 1.0 X 0 0 0 Brother William J Campbell SM 1.0 X 0 0 0 Raymond Carvajal RPh 1.0 X 0 0 0 R Michael Casseb 1.0 X 0 0 0 Rebecca Quintanilla Cedillo 1.0 X 0 0 0 Charles L Cotrell PhD 40.0 X X 298328 0 21351 Walter D Downing Jr 1.0 X 0 0 0 Ruben M Escobedo 1.0 X 0 0 0 Rev James F Fitz SM 1.0 X 0 0 0 Antonio Flores Jr 1.0 X 0 0 0 James J Forkenbrock 1.0 X 0 0 0 Gisela Girard 1.0 X 0 0 0 Brother Joseph Kamis SM 1.0 X 0 0 0 Sister Laura M Leming FMI Ph 1.0 X 0 0 0 Norma Martinez Lozano 1.0 X 0 0 0 Harvey Najim 1.0 X 0 0 0 Brother Ronald Overman SM 1.0 X 0 0 0 Fernando Reyes 1.0 X 0 0 0 Elizabeth A Rogers Esq 1.0 X 0 0 0 Kenneth S Saks 1.0 X 0 0 0 Michael A Schott 1.0 X 0 0 0 Doris A Slay-Barber 1.0 X 0 0 0 Brother Edward Violett SM PhD 1.0 X 0 0 0 Brother Thomas Wendorf SM PhD 1.0 X 0 0 0 Andre Hampton 40.0 X 203762 0 21894 Rebeckah J Day 40.0 X 179761 0 17004 Suzanne M Petrusch 40.0 X 142974 0 14506 Katherine M Sisoian 40.0 X 124058 0 13127 Rudy Vela SM 40.0 X 104909 0 18754 Paul T Kettering 40.0 X 165766 0 20488 Charles E Cantu 40.0 X 286436 0 21351 Michael S Ariens 40.0 X 202981 0 21010 Reynaldo Valencia 40.0 X 205592 0 4201 Victoria M Mather 40.0 X 179656 0 19914 Tanuja Singh 40.0 X 224313 0 19764 David W Sommer 40.0 X 216268 0 21615 Robert W Piatt 40.0 X 207286 0 20276 David A Schlueter 40.0 X 197662 0 17538 Kenneth M Gilley 40.0 X 189541 0 19855 3129293 0 292648 105 false true false ARAMARK St Marys University San Antonio TX 78228 Food Services 3910213 SpawGlass Contractors Inc 9331 Corporate Drive Selma TX 78154 Construction 3593439 ATT PO Box 78045 Phoenix AZ 850628045 Technology 1133255 Academic Health Plans Inc 1005 Glade Rd Colleyville TX 76034 Insurance 738380 The Keller-Martin Organization Inc 4930 Enterprise Drive San Antonio TX 782491339 Construction 723071 40 73339 775050 6905714 3464249 57271 11218352 EDUCATIONAL & GENERAL TUITION AND FEES 611310 89933971 89933971 Auxiliary Enterprises Revenue 611710 14925676 14925676 EDUCATIONAL PROGRAM FEE INCOME 611710 1286805 1286805 Educational Health Insurance 611710 784822 784822 EDUCATIONAL AND INSTITUTIONAL FEE INCOME 611710 775196 775196 107706470 3487595 3487595 0 0 341865 370400 -28535 -28535 -28535 86434474 3910000 88091956 781000 -1657482 3129000 1471518 1471518 105259 73339 105115 144 144 0 0 0 123855544 107706470 4930722 0 32269599 32269599 0 0 2374013 1010164 855617 508232 0 45688861 39468760 5072420 1147681 2044249 1750774 239309 54166 4466473 3427893 806412 232168 3043019 2536088 418217 88714 5725805 4953328 759941 12536 173387 92355 81032 255631 2131 253500 3600 3600 0 784000 784000 39783 29183 10600 718571 327628 126085 264858 6774106 6139885 615785 18436 425601 395808 28881 912 551877 223325 328552 4196434 3394636 796040 5758 2013479 1946206 19745 47528 0 1755099 1323004 384058 48037 946537 846619 99918 0 5630041 3989364 1624649 16028 1179537 812426 365111 2000 Academic Programs 1262694 963137 295577 3980 Improvement 1237327 901435 335892 BAD DEBT 466161 466161 Program and Events 463029 346515 60813 55701 124488913 107150263 14831915 2506735 5000 5000 50311693 47449526 3210924 1205398 5175472 5477793 0 0 0 0 7536863 6609973 515298 620069 907063 779159 164199030 81628912 76685267 82570118 111100048 98691536 18696517 23941087 0 0 0 0 0 0 274144145 267349659 6639693 10120705 0 0 2189998 1540969 25349025 22797896 0 0 0 0 518601 416586 0 0 9255535 9085497 43952852 43961653 X 125695457 125545272 43723498 36348452 60772338 61494282 230191293 223388006 274144145 267349659 X -633369 -6169918 X X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 18785 18785 false false OTHER LEGISLATIVE ACTIVITIES SCHEDULE C, PART II-B, 11 14% OF $37,747 DUES ($5,285) PAID TO INDEPENDENT COLLEGES AND UNIVERSITIES OF TEXAS (ICUT) WERE EXPENDED FOR HIGHER EDUCATION LEGISLATIVE ACTIVITIES, PLUS $13,500 PAID TO A CONSULTANT. 146360851 898664 -7389887 3410400 2089729 134369499 124769237 900132 26116630 3227352 2197796 146360851 116470728 1357781 12447599 3342415 2164456 124769237 147053622 2317875 -26222084 2817000 3861685 116470728 0.31390 0.68610 true false 600645 600645 93436420 37528501 55907919 19676268 6419699 13256569 21525592 14047631 7477961 28960105 23633081 5327024 82570118 U.S. Real estate trusts 4398880 F U.S. Mineral rights 1991500 F INT'L HEDGE FUND (HARBINGER) 1051801 F Multi-strategy private equity 12949629 F Funds held in trust by others 3549276 F 23941086 0 FN#47 Conditional Asset Retirement 2915534 Perkins Loan Program Advancement 6169963 9085497 123855544 124488913 -633369 -6820780 650000 862 -6169918 -6803287 84631165 -6820780 650000 -6170780 90801945 784000 32269599 33053599 123855544 91435314 91435314 784000 32269599 33053599 124488913 uses of endowment funds 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 Reconciliation of Change to Net Assets Schedule D, Part XI Line 8: Rounding $ 862 Reconciliation of Revenue Schedule D, Part XII Line 4b: Scholarships $32,269,599 Reconciliation of Expenses Schedule D, Part XIII Line 4b: Scholarships $32,269,599 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. 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. South America 0 0 Program Services EDUCATION PROGRAM 18010 Europe (Including Iceland and Greenland) 0 0 Program Services EDUCATION PROGRAM 50064 Europe (Including Iceland and Greenland) 0 0 Program Services EDUCATION PROGRAM 127095 Europe (Including Iceland and Greenland) 0 0 Program Services EDUCATION PROGRAM 18612 Europe (Including Iceland and Greenland) 0 0 Program Services EDUCATION PROGRAM 176472 Europe (Including Iceland and Greenland) 0 0 Program Services EDUCATION PROGRAM 187796 East Asia and the Pacific 0 0 Program Services EDUCATION PROGRAM 105836 0 0 0 0 683885 683886 true false false false false false DINNER 119267 38600 80667 278 66990 7747 6215 GOLF TOURNAMNT 28653 11478 17175 16555 1 30678 23261 7417 7330 178598 73339 105259 278 23885 66990 7747 6215 105115 144 true EDUC GRANTS, SCHOLARSHIPS & TUITION DISCOUNTS 2709 32269599 Description of Organization's Procedures for Monitoring the Use of Grants FORM 990, SCHEDULE I, PART IV 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 X true true X X X X false false false false false false false false false Charles L Cotrell PhD 298328 0 0 0 0 0 17150 0 4201 0 319679 0 0 0 Andre Hampton 203762 0 0 0 0 0 13366 0 8528 0 225656 0 0 0 Rebeckah J Day 179761 0 0 0 0 0 12803 0 4201 0 196765 0 0 0 Suzanne M Petrusch 142974 0 0 0 0 0 10305 0 4201 0 157480 0 0 0 Paul T Kettering 165766 0 0 0 0 0 11960 0 8528 0 186254 0 0 0 Charles E Cantu 286436 0 0 0 0 0 17150 0 4201 0 307787 0 0 0 Michael S Ariens 202981 0 0 0 0 0 12569 0 8441 0 223991 0 0 0 Reynaldo Valencia 205592 0 0 0 0 0 0 0 4201 0 209793 0 0 0 Victoria M Mather 179656 0 0 0 0 0 12286 0 7628 0 199570 0 0 0 Tanuja Singh 224313 0 0 0 0 0 15217 0 4547 0 244077 0 0 0 David W Sommer 216268 0 0 0 0 0 13087 0 8528 0 237883 0 0 0 Robert W Piatt 207286 0 0 0 0 0 13950 0 6326 0 227562 0 0 0 David A Schlueter 197662 0 0 0 0 0 11212 0 6326 0 215200 0 0 0 Kenneth M Gilley 189541 0 0 0 0 0 11414 0 8441 0 209396 0 0 0 Supplemental Compensation Information SCHEDULE J, PART I, QUESTION 1A FIRST CLASS AIR TRAVEL THE UNIVERSITY HAS PROVIDED FIRST CLASS TRAVEL ON LIMITED OCCASIONS FOR HEALTH REASONS DURING THE YEAR. 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. CITY OF OLMOS PARK TEXAS HIGHER EDUC FAC CORP 521830279 2006-07-25 6690345 TECHNOLOGY FINANCING PROJECT false false false CITY OF OLMOS PARK TEXAS HIGHER EDUC FAC CORP 521830729 2007-12-13 8500000 RESIDENCE CONSTRUCTION PROJECT false false false CITY OF OLMOS PARK TEXAS HIGHER EDUC FAC CORP 521830279 2008-02-26 10000000 RESIDENCE CONSTRUCTION PROJECT false false false CITY OF OLMOS PARK TEXAS HIGHER EDUC FAC CORP 521830729 2010-07-28 8724000 REFINANCING 1999 REVENUE BONDS false false false 0 0 7012493 0 0 0 70345 0 0 6473996 0 0 2008 false false true true 0 0 8651557 0 0 0 145975 0 0 7455582 0 0 2009 false false true true 0 0 10108756 0 0 0 165100 0 0 9943656 0 0 2009 false false true true 0 0 8724000 0 0 0 74000 0 0 0 0 0 2010 true false true true false false false false 0.00000 0.00000 0.00000 true false false false false 0.00000 0.00000 0.00000 true false false false false 0.00000 0.00000 0.00000 true false false false false 0.00000 0.00000 0.00000 true false false false 0 false 0 false false false false false 0 false 0 false false false false false 0 false 0 false false false false false 0 false 0 false true X X 3 57271 selling price false false false OFFICER, DIRECTOR, TRUSTEE, KEY EMPLOYEE FAMILY OR BUSINESS RELATTIONSHIP FORM 990, PART VI, QUESTION 2 DAVID BIEGLER AND JACK BIEGLER ARE BROTHERS. DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS 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"). Descr of Classes of Persons, Nature of Rights & Type of Voting Rights 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 reommmended 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. Describe process used by management and/or governing body to review 990 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. Description of Process to Monitor Transactions for Conflicts of Interest 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. THE UNIVERSITY'S WHISTLEBLOWER POLICY WAS APPROVED BY THE BOARD OF DIRECTORS AND IMPLEMENTED ON MARCH 20, 2012. Offices & Positions for Which Process Was Used & Year Process Was Begun Form 990, Part VI, Question 15a CEO AND OFICERS 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. Avail of Gov Docs, Conflict of Interest Policy & Fin Stmts to Gen Public 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 WWW.STMARYTX.EDU. Reconciliation of Net Assets Form 990, Part XI, Line 5 Net unrealized gain of $ (6,820,780) AFS Rounding to 000's 862 Contributed Services 650,000 ------------ Total $ (6,169,918) Financial Statements and Reporting 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. CHAMINADE APARTMENTS HOUSING TRUST ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 581677557 HOUSING TX 0 0 NA St Mary's University-Alumni Association One Camino Santa Maria San Antonio TX 78228 741742119 SUPPORT TX 501(c)(3) 5 NA false Society of Mary of Marianist Province 4425 West Pine Blvd St Louis MO 63108 030415363 Religious Org MO 501(c)(3) 1 NA false St Mary's University School of Law Fdn One Camino Santa Maria San Antonio TX 78228 204032309 Support TX 501(c)(3) 9 NA false false false true false false false false false false false false false false false false false false false ST MARY'S UNIVERSITY ALUMNI ASSOCIATION C 389542 FMV SOCIETY OF MARY OF MARIANIST PROVINCE C 385508 FMV