2012-04-10T19:24:31-05:00 2011-06-30 PADGETT STRATEMANN & CO LLP 100 NE LOOP 410 SUITE 1100 SAN ANTONIO TX 78216 990 2010-07-01 740877330 SAINT MARY'S HALL INC SAIN 2104839100 PO BOX 33430 SAN ANTONIO TX 78265 WILLIAM J HEATH 2104839100 2012-04-10 1 JOSIE BEHREND 2108286281 2010 2016-02-24 21:20:13Z WILLIAM J HEATH PO BOX 33430 SAN ANTONIO TX 78265 60700337 0 X WWW.SMHALL.ORG X 1879 TX THE MISSION OF SAINT MARY'S HALL IS TO: PROVIDE EXCELLENT ACADEMIC PREPARATION THAT RESULTS IN SUCCESS AT COLLEGE AND IN LIFE. PROMOTE A WIDE RANGE OF EXCEPTIONAL OPPORTUNITIES IN ATHLETICS, FINE ARTS AND STUDENT ACTIVITIES THAT RESULT IN WELL-ROUNDED STUDENTS. PROVIDE STUDENTS OPPORTUNITIES THAT GENERATE ENLIGHTENED, INVOLVED AND PRODUCTIVE CITIZENS FOR SERVICE AND LEADERSHIP IN THE SCHOOL AND LARGER COMMUNITY. REINFORCE, MODEL AND PROMOTE ETHICAL BEHAVIOR AND SPIRITUAL DEVELOPMENT RESULTING IN LIFE-LONG VALUES. OFFER A SAFE, FRIENDLY, AND FAMILY ORIENTED ENVIRONMENT THAT RESULTS IN SUPPORT FOR STUDENTS, FAMILIES, FACULTY/STAFF, AND ALUMNI. 24 24 385 400 0 0 1687173 17754892 16073129 17293682 3098000 6540100 23789 -41966 20882091 41546708 1548462 1727414 0 0 11407625 12052990 54410 68486 854099 5631889 6522919 18642386 20371809 2239705 21174899 74905886 99610681 6674442 8907273 68231444 90703408 X THE MISSION OF SAINT MARY'S HALL IS TO: PROVIDE EXCELLENT ACADEMIC PREPARATION THAT RESULTS IN SUCCESS AT COLLEGE AND IN LIFE. PROMOTE A WIDE RANGE OF EXCEPTIONAL OPPORTUNITIES IN ATHLETICS, FINE ARTS AND STUDENT ACTIVITIES THAT RESULT IN WELL-ROUNDED STUDENTS. PROVIDE STUDENTS OPPORTUNITIES THAT GENERATE ENLIGHTENED, INVOLVED AND PRODUCTIVE CITIZENS FOR SERVICE AND LEADERSHIP IN THE SCHOOL AND LARGER COMMUNITY. REINFORCE, MODEL AND PROMOTE ETHICAL BEHAVIOR AND SPIRITUAL DEVELOPMENT RESULTING IN LIFE-LONG VALUES. OFFER A SAFE, FRIENDLY, AND FAMILY ORIENTED ENVIRONMENT THAT RESULTS IN SUPPORT FOR STUDENTS, FAMILIES, FACULTY/STAFF, AND ALUMNI. 0 0 16606819 1727414 17267078 SAINT MARY'S HALL IS AN INDEPENDENT CO-EDUCATIONAL INSTITUTION SERVING APPROXIMATELY 994 STUDENTS FROM PRE-K THROUGH 12TH GRADE. SAINT MARY'S HALL EDUCATION ENCOURAGES A LIFELONG LOVE OF LEARNING IN AN ENVIRONMENT OF RESPECT, RESPONSIBILITY, COURAGE, COMPASSION AND INTEGRITY. SAINT MARY'S HALL IS AMONG THE FINEST COLLEGE PREPARATORY SCHOOLS IN THE COUNTRY. WE ARE DEDICATED TO A CONTINUUM OF EXCELLENCE IN EDUCATION, BEGINNING WITH EARLY CHILDHOOD LEARNING IN OUR MONTESSORI AND KINDERGARTEN PROGRAMS, CONTINUING THROUGH LOWER SCHOOL AND MIDDLE SCHOOL, AND CULMINATING IN OUR COMPREHENSIVE COLLEGE PREPARATORY PROGRAM IN UPPER SCHOOL. OVERALL, THE SAINT MARY'S HALL PROGRAM SEEKS TO PROVIDE EACH STUDENT WITH AN OPPORTUNITY TO ATTAIN HIS OR HER PERSONAL BEST. THE SPECIFIC OBJECTIVES OF A SAINT MARY'S HALL EDUCATION COMBINE MORAL AND CHARACTER-BUILDING GOALS WITH ACADEMIC, ATHLETIC AND ARTISTIC GOALS. 259 SCHOLARSHIPS WERE AWARDED DURING THE YEAR. 16606819 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 64 0 385 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X LINDA DIETZ 2104839236 9401 STARCREST SAN ANTONIO TX 78217 MRS RUTH AGATHER 1.00 X X 0 0 0 MR CARLOS ALVAREZ 1.00 X 0 0 0 MR EDWARD H AUSTIN JR 1.00 X 0 0 0 MR JEFF ROCHELLE 1.00 X 0 0 0 MR KEITH D BOOKE 1.00 X X 0 0 0 MS RUTH MCLEAN BOWERS 1.00 X 0 0 0 MR J BRUCE BUGG JR 1.00 X 0 0 0 DR RONALD K CALGAARD 1.00 X 0 0 0 DR MARK M CASILLAS 1.00 X 0 0 0 MR LLOYD A DENTON JR 1.00 X X 0 0 0 MR RONALD J HERRMANN 1.00 X 0 0 0 MRS KAREN HIXON 1.00 X 0 0 0 MRS BETTY S KELSO 1.00 X 0 0 0 MR SYLVAN LANG JR 1.00 X X 0 0 0 MRS KATHLEEN LEFLORE 1.00 X X 0 0 0 MR RANDALL MAYS 1.00 X X 0 0 0 MRS CONNIE MCNAB 1.00 X X 0 0 0 MR FRED W MIDDLETON 1.00 X 0 0 0 MS WHITNEY SOLCHER MILLER 1.00 X 0 0 0 MS SHAMILA BEHAL NAYAR 1.00 X 0 0 0 MRS ELIZABETH ROBERTS 1.00 X 0 0 0 MS RUTH RUSSELL 1.00 X 0 0 0 MRS SHANNON TURNER 1.00 X 0 0 0 DR ALICE VIROSLAV 1.00 X 0 0 0 MR ROBERT C WINDHAM 40.00 X X 330169 0 38500 MR WILLIAM J HEATH 40.00 X X 127627 0 22000 MR JONATHAN EADES 40.00 X 137642 0 7268 MS TRUDY E HAMILTON 40.00 X 108362 0 5565 MS TERI W MARSHALL 40.00 X 109239 0 5525 MS SUZANNE W TODD 40.00 X 109381 0 22000 922420 0 100858 6 0 1 0 MALITZ CONSTRUCTION LLC 8634 CROWNHILL BLVD SAN ANTONIO TX 78209 CONSTRUCTION 4518354 THE BRANDT COMPANIES LLC 1728 BRIERCOFT COURT CARROLLTON TX 75006 CONSTRUCTION 1645842 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICES 1570912 CAPCO STEEL INC 8746 WURZBACH RD ST 202 SAN ANTONIO TX 78204 CONSTRUCTION 794401 HILDINGER ASSOCIATES ARCHITECTS 2122 KIDWELL ST ST 206 DALLAS TX 75214 ARCHITECTURAL SERVICES 635374 12 69809 17685083 45563 17754892 TUITION 611600 16653814 16653814 OTHER SCHOOL EVENTS 611600 639868 639868 17293682 1070336 1070336 44 44 44 44 24090195 18496307 124124 5593888 -124124 5469764 5469764 36232 69809 51638 -15406 -15406 430372 481560 -51188 -51188 MISC. REVENUE 611600 24584 24584 24584 41546708 17267078 0 6524738 1727414 1727414 1020465 471296 549169 9267751 8357426 552829 357496 543641 455362 71614 16665 501164 437950 37780 25434 719969 603714 94309 21946 13628 13628 68486 68486 91803 91803 168488 168488 242745 209270 33475 897729 701907 153575 42247 14242 12425 1817 41039 41039 1476465 1143275 261306 71884 CAFETERIA 701986 701986 MISCELLANEOUS 464489 427660 36829 BAD DEBTS 439637 439637 FINE ARTS AND THEATRE 383224 383224 SECURITY 250048 194172 43821 12055 1337396 960394 174408 202594 20371809 16606819 2910891 854099 1560680 1445581 5604653 7367667 2468814 10607781 332616 383986 12668 4524 121343 304243 56710061 18879504 29461198 37830557 2753653 27800 31774450 40820035 815811 818507 74905886 99610681 1057087 1835692 4952366 6315090 664989 756491 6674442 8907273 X 29673010 41607237 8985904 19405160 29572530 29691011 68231444 90703408 74905886 99610681 X 21174899 1297065 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36377865 673682 6846921 330680 1326102 -5349 42247035 33488723 50953 4404442 330544 1239006 -3297 36377865 40511180 250090 -5511877 360340 1097181 303150 33488722 0.14710 0.85290 0.00000 1 0 322469 322469 38705264 11396408 27308856 9115527 7483096 1632431 8566801 8566801 37830557 POOLED COMMON AND COLLECTIVE FUNDS 40820035 F 40820035 CUSTODIAN HELD FUNDS 756491 756491 41546708 20371809 21174899 852888 444177 1297065 22471964 41115933 852886 14577 867463 40248470 1298238 1298238 41546708 18643969 14577 14577 18629392 1742417 1742417 20371809 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 95 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES (THE "BOARD") TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: SAPIENS INCOME 55,419. SAPIENS RENTAL EXPENSES -38,031. SAPIENS NET INCOME -2,811. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSE NETTED WITH REVENUE 1,356,263. YEARBOOK SALES NETTED WITH REVENUE 18,284. YEARBOOK EXPENSES NETTED WITH REVENUE -76,309. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SAPIENS DEPRECIATION 14,577. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSE NETTED WITH REVENUE 1,356,263. YEARBOOK SALES NETTED WITH REVENUE 18,284. YEARBOOK EXPENSES NETTED WITH REVENUE -76,309. NET ASSETS RELEASED FROM RESTRICTIONS 444,179. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 SAINT MARY'S HALL, INC. POLICIES ARE PUBLISHED ON ITS ENROLLMENT BROCHURE AND THE STUDENT HANDBOOK. ANY ADVERTISING IN MAGAZINES ALSO DISCLOSES THE NONDISCRIMINATORY POLICY. X X X X X 1 UNDERWOOD & ASSOCIATES PO BOX 780385 SAN ANTONIO TX 782780385 CAPITAL CAMPAIGN STUDY/CONSULT 0 7171424 68486 7102938 7171424 68486 7102938 AUCTION 7600 7600 3586 FIESTA FALL CARNIVAL 36232 0 36232 24370 1 62209 62209 23682 106041 69809 36232 51638 51638 -15406 1 NEED BASED FINANCIAL AID 126 1051444 N/A N/A MERIT BASED SCHOLARSHIPS 82 304819 N/A N/A FACULTY/STAFF TUITION REMISSION 51 371151 N/A N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION USES AN INDEPENDENT SERVICE COMPANY WHERE STUDENT'S PARENTS ENTER ALL FINANCIAL INFORMATION. THE SERVICE CALCULATES THEIR NEED AND PROVIDES A REPORT TO THE ORGANIZATION. FINANCIAL AID IS GRANTED TO QUALIFYING APPLICANTS. THE OFFICE OF ADMISSIONS MONITORS SCHOLARSHIP RECIPIENTS TO MAKE SURE THE INDIVIDUALS MEET SPECIFIC QUALIFICATIONS BASED ON THE FINANCIAL AID AWARDED. THERE IS ALSO A SCHOLARSHIP AND FINANCIAL AID COMMITTEE. X X X X 0 0 0 0 0 0 0 0 0 MR ROBERT C WINDHAM 272356 0 55000 0 2813 0 38500 0 0 0 368669 0 0 0 X 628 FMV X GIFT CERTIFICATES 5 2139 FMV X PARTY PACKAGE 1 12270 FMV X GENERATOR USE 2 27936 FMV X CUSTOM CART 1 350 FMV X I AM SAINT MARY'S 1 2240 FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 8B THE EXECUTIVE COMMITTEE DOES NOT CONTEMPORANEOULY DOCUMENT THE MEETINGS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE, WHICH IS MADE UP OF SEVERAL BOARD MEMBERS AND AN ELECTRONIC VERSION OF THE COMPLETE FORM 990 IS EMAILED TO EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, ALL BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT. IF THERE IS A CONFLICT OF INTEREST, THE BOARD IS MADE AWARE OF THIS AND THE BOARD MEMBER INVOLVED DOES NOT SPEAK OR VOTE ON THOSE RELATED ISSUES. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE HEADMASTER'S COMPENSATION STARTS WITH A REQUEST FOR ISAS SALARY INFORMATION AND COMPARABLE DATA FOR LIKE SCHOOLS. THE EXECUTIVE COMMITTEE DETERMINES THE HEADMASTER'S SALARY AND BONUS AFTER REVIEW OF THE ISAS INFORMATION AND REVIEW OF THE HEADMASTER'S EVALUATION AND LEVEL OF ACCOMPLISHMENT OF THE YEARLY GOALS SET BY THE BOARD OF DIRECTORS. THE HEADMASTER IS NOT PRESENT DURING DELIBERATIONS AND IS INFORMED AFTER THE FACT REGARDING ANY SALARY AND BONUS ADJUSTMENTS. THE PROCESS FOR DETERMINING TOP MANAGEMENT POSITIONS COMPENSATION INCLUDES USING THE LATEST ISAS SALARY STUDIES. THIS ISAS INFORMATION IS USED BY THE SCHOOL TO ENSURE THAT COMPENSATION PACKAGES ARE IN LINE WITH PREVIOUS YEARS AMOUNTS. TOP MANAGEMENT SALARIES ARE SET USING ISAS COMPENSATION SURVEY AND SALARY INCREASES REFLECT COST OF LIVING ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 852,888. NET ASSETS RELEASED FROM RESTRICTIONS 444,177. TOTAL TO FORM 990, PART XI, LINE 5: 1,297,065. FORM 990, PART XI, LINE 2C EXPLANATION: THE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. SAPIENS MANAGEMENT CORP 9401 STARCREST DR SAN ANTONIO TX 78217 742964557 HOLDING COMPANY TX 501(C)(2) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0