SAINT MARYS HALL INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SAINT MARYS HALL INC (EIN 74-0877330)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201121339349303052
- Schema version
- 2009v1.7
- 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 D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T11:57:48-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PADGETT STRATEMANN & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NE LOOP 410 SUITE 1100 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 740877330 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT MARY'S HALL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAIN | NameControl |
| Phone | 2104839100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 33430 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78265 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM J HEATH | Name |
| Title | CFO | Title |
| Phone | 2104839100 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSIE BEHREND | Name |
| Phone | 2108286281 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM J HEATH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 33430 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78265 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 34119866 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.SMHALL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1879 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 346 | TotalNbrEmployees |
| Total Nbr Volunteers | 400 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2030460 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1687173 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 15311617 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16073129 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -7543488 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3098000 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 43051 | OtherRevenuePriorYear |
| Other Revenue Current Year | 23789 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9841640 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20882091 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1361548 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1548462 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10984419 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11407625 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 18375 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 54410 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 819357 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5662378 | OtherExpensePriorYear |
| Other Expenses Current Year | 5631889 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18026720 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18642386 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -8185080 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2239705 | RevenuesLessExpensesCY |
| Total Assets BOY | 69804169 | TotalAssetsBOY |
| Total Assets EOY | 74905886 | TotalAssetsEOY |
| Total Liabilities BOY | 5355090 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6674442 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 64449079 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 68231444 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 15462485 | Expense |
| Grants | 1548462 | Grants |
| Revenue | 16084038 | Revenue |
| Description | SAINT MARY'S HALL IS AN INDEPENDENT CO-EDUCATIONAL INSTITUTION SERVING APPROXIMATELY 957 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. 241 SCHOLARSHIPS WERE AWARDED DURING THE YEAR. | Description |
| Total Program Service Expense | 15462485 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 62 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 346 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA DIETZ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2104839236 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9401 STARCREST | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78217 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Mrs Ruth Agather | |||||||
| Trustee/Asst Treasurer | 1.00 | X | X | 0 | 0 | 0 | |
| Mr Carlos Alvarez | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Edward H Austin Jr | |||||||
| Trustee Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Mr Jack A Berridge | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Keith D Booke | |||||||
| Trustee/Secretary | 1.00 | X | X | 0 | 0 | 0 | |
| Ms Ruth McLean Bowers | |||||||
| Trustee Emerita | 1.00 | X | 0 | 0 | 0 | ||
| Mr J Bruce Bugg Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Dr Ronald K Calgaard | |||||||
| Trustee Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Dr Mark M Casillas | |||||||
| Trustee/Asst Secretary | 1.00 | X | X | 0 | 0 | 0 | |
| Mr Lloyd A Denton Jr | |||||||
| Trustee/VP | 1.00 | X | X | 0 | 0 | 0 | |
| Mr Ronald J Herrmann | |||||||
| Trustee Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Karen Hixon | |||||||
| Trustee Emerita | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Betty S Kelso | |||||||
| Trustee Emerita | 1.00 | X | 0 | 0 | 0 | ||
| Mr Sylvan Lang Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Kathleen LeFlore | |||||||
| Trustee/Asst Secretary | 1.00 | X | X | 0 | 0 | 0 | |
| Mr Randall Mays | |||||||
| Trustee/VP,Treasurer | 1.00 | X | X | 0 | 0 | 0 | |
| Mrs Connie McNab | |||||||
| Trustee/Chair | 1.00 | X | X | 0 | 0 | 0 | |
| Mr Fred W Middleton | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Ms Whitney Solcher Miller | |||||||
| Trustee/Alumni President | 1.00 | X | X | 0 | 0 | 0 | |
| Ms Shamila Behal Nayar | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Elizabeth Roberts | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Ms Ruth Russell | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Shannon Turner | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Dr Alice Viroslav | |||||||
| Trustee/President | 1.00 | X | X | 0 | 0 | 0 | |
| Mr Robert C Windham | |||||||
| Head of School | 40.00 | X | 296271 | 0 | 51218 | X | |
| Mr William J Heath | |||||||
| CFO & Operations Officer | 40.00 | X | 102230 | 0 | 24461 | X | |
| Mr Jonathan Eades | |||||||
| Asst Head of School/Head of US | 40.00 | 112960 | 0 | 15240 | X | ||
| Ms Trudy E Hamilton | |||||||
| Head of Middle School | 40.00 | 99024 | 0 | 5429 | X | ||
| Ms Teri W Marshall | |||||||
| Department Chair - English | 40.00 | 102534 | 0 | 5467 | X | ||
| Ms Suzanne W Todd | |||||||
| Head of Lower School | 40.00 | 86778 | 0 | 20845 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 613995 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 96386 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SAGE DINING SERVICES INC | |||||
| 222 Bosley Avenue Ste B-7 | TOWSON | MD | 21204 | FOOD SERVICE | 1514575 |
| PJS OF SAN ANTONIO INC | |||||
| 4311 SAN PEDRO AVENUE | SAN ANTONIO | TX | 78212 | JANITORIAL SERVICE | 296172 |
| SMITH PROTECTION SECURITY | |||||
| PO BOX 802649 | DALLAS | TX | 75380 | SECURITY SERVICE | 190420 |
| WORKARCHITECTURE PLLC | |||||
| 9220 PENNINSULA DRIVE | DALLAS | TX | 75218 | ARCHITECTURAL SERVICE | 177480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 475585 | FundraisingEvents |
| All Other Contributions | 1211588 | AllOtherContributions |
| Noncash Contributions | 81012 | NoncashContributions |
| Total Contributions | 1687173 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 611600 | 15518506 | 15518506 |
| OTHER SCHOOL EVENTS | 611600 | 554623 | 554623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16073129 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1095446 | TotalRevenueColumn |
| Exclusion | $1,095,446 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5397 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5397 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5397 | TotalRevenueColumn |
| Exclusion | $5,397 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14584370 | Securities |
| Other | 5500 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12581346 | Securities |
| Other | 5970 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2003024 | Securities |
| Other | -470 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2002554 | TotalRevenueColumn |
| Exclusion | $2,002,554 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 179963 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 475585 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 172480 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7483 | TotalRevenueColumn |
| Exclusion | $7,483 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 429282 | GrossSalesOfInventory |
| Cost Of Goods Sold | 477979 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -48697 | TotalRevenueColumn |
| Related Or Exempt Function Income | -48697 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous Revenue | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 59606 | TotalRevenueColumn |
| Related Or Exempt Function Income | 59606 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 59606 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20882091 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16084038 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,110,880 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1548462 | Total |
| Program Services | 1548462 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 898383 | Total |
| Program Services | 390696 | ProgramServices |
| Management And General | 507687 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8901529 | Total |
| Program Services | 7978839 | ProgramServices |
| Management And General | 601336 | ManagementAndGeneral |
| Fundraising | 321354 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 498791 | Total |
| Program Services | 416059 | ProgramServices |
| Management And General | 67987 | ManagementAndGeneral |
| Fundraising | 14745 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419930 | Total |
| Program Services | 385117 | ProgramServices |
| Management And General | 14503 | ManagementAndGeneral |
| Fundraising | 20310 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 688992 | Total |
| Program Services | 574712 | ProgramServices |
| Management And General | 93912 | ManagementAndGeneral |
| Fundraising | 20368 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11713 | Total |
| Management And General | 11713 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54410 | Total |
| Fundraising | 54410 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92416 | Total |
| Management And General | 92416 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144405 | Total |
| Management And General | 144405 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240340 | Total |
| Management And General | 214733 | ManagementAndGeneral |
| Fundraising | 25607 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1081860 | Total |
| Program Services | 861270 | ProgramServices |
| Management And General | 166324 | ManagementAndGeneral |
| Fundraising | 54266 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15141 | Total |
| Management And General | 9972 | ManagementAndGeneral |
| Fundraising | 5169 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39464 | Total |
| Program Services | 39464 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1444472 | Total |
| Program Services | 1146975 | ProgramServices |
| Management And General | 224312 | ManagementAndGeneral |
| Fundraising | 73185 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CAFETERIA | 659978 | 659978 | ||
| MISCELLANEOUS | 380524 | 330711 | 49813 | |
| SECURITY | 221586 | 176405 | 34066 | 11115 |
| ATHLETICS AND PHYSICAL | 206575 | 206575 | ||
| PLANT EXPENSES | 184613 | 146971 | 28382 | 9260 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 908802 | Total |
| Program Services | 600251 | ProgramServices |
| Management And General | 98983 | ManagementAndGeneral |
| Fundraising | 209568 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18642386 | Total |
| Program Services | 15462485 | ProgramServices |
| Management And General | 2360544 | ManagementAndGeneral |
| Fundraising | 819357 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1455965 | BOY |
| EOY | 1560680 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2858073 | BOY |
| EOY | 5604653 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2605322 | BOY |
| EOY | 2468814 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 218718 | BOY |
| EOY | 332616 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7063 | BOY |
| EOY | 12668 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151806 | BOY |
| EOY | 121343 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 46868492 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17407294 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30145607 | BOY |
| EOY | 29461198 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2455430 | BOY |
| EOY | 2753653 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29081579 | BOY |
| EOY | 31774450 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 824606 | BOY |
| EOY | 815811 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69804169 | BOY |
| EOY | 74905886 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1312683 | BOY |
| EOY | 1057087 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3374004 | BOY |
| EOY | 4952366 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 668403 | BOY |
| EOY | 664989 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5355090 | BOY |
| EOY | 6674442 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28326434 | BOY |
| EOY | 29673010 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6601068 | BOY |
| EOY | 8985904 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29521577 | BOY |
| EOY | 29572530 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64449079 | BOY |
| EOY | 68231444 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69804169 | BOY |
| EOY | 74905886 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33488723 | BeginningOfYearBalance |
| Contributions | 50953 | Contributions |
| Investment Earnings Or Losses | 4404442 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 330544 | GrantsOrScholarships |
| Other Expenditures | 1239006 | OtherExpenditures |
| Administrative Expenses | -3297 | AdministrativeExpenses |
| End Of Year Balance | 36377865 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 40511180 | BeginningOfYearBalance |
| Contributions | 250090 | Contributions |
| Investment Earnings Or Losses | -5511877 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 360340 | GrantsOrScholarships |
| Other Expenditures | 1097181 | OtherExpenditures |
| Administrative Expenses | 303150 | AdministrativeExpenses |
| End Of Year Balance | 33488722 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.20230 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.79770 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 322469 | OtherCostOrOtherBasis |
| Book Value | 322469 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37764383 | OtherCostOrOtherBasis |
| Depreciation | 10382844 | Depreciation |
| Book Value | 27381539 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8781640 | OtherCostOrOtherBasis |
| Depreciation | 7024450 | Depreciation |
| Book Value | 1757190 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 29461198 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POOLED COMMON AND COLLECTIVE FUNDS | Description |
| Book Value | 31774450 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 31774450 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CUSTODIAN HELD FUNDS | Description |
| Amount | $664,989 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 664989 | TotalOfAmounts |
| Total Revenue | 20882091 | TotalRevenue |
| Total Expenses | 18642386 | TotalExpenses |
| Excess Or Deficit For Year | 2239705 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1542660 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1542660 | TotalAdjustments |
| Excess Or Deficit Per FS | 3782365 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21294017 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1542653 | NetUnrealizedGainsInvestments |
| Other Revenues | 14573 | OtherRevenues |
| Revenue Not Rptd F990 | 1557226 | RevenueNotRptdF990 |
| Revenue Subtotal | 19736791 | RevenueSubtotal |
| Other Revenues Not Included | 1145300 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1145300 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 20882091 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17511657 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 14571 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 14571 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17497086 | ExpensesSubtotal |
| Other Expenses Not Included | 1145300 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1145300 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18642386 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | 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 to function as endowments. As required by GAAP, net assets associated with endowment funds, including funds designated by the Board of Trustees to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | THE NEW PROVISIONS RELATING TO ACCOUNTING FOR THE UNCERTAINTY IN INCOME TAXES PROVIDED FOR A DEFERRAL OF THE EFFECTIVE DATE OF IMPLEMENTATION FOR CERTAIN NONPUBLIC ENTERPRISES TO ANNUAL FINANCIAL STATEMENTS FOR FISCAL YEARS BEGINNING AFTER DECEMBER 15, 2008. THE ORGANIZATION ELECTED THIS DEFERRAL, AND ACCORDINGLY, HAS ADOPTED THE NEW PROVISIONS AS OF JULY 1, 2009. THE ADOPTION OF THE NEW PROVISIONS FOR ACCOUNTING FOR THE UNCERTAINTY IN INCOME TAXES DID NOT HAVE A MATERIAL IMPACT ON THE ORGANIZATION'S FINANCIAL POSITION OR RESULTS OF OPERATIONS. |
| Part XII, Line 2d - Other Adjustments: | SAPIENS INCOME: 55327. SAPIENS RENTAL EXPENSES: -37266. SAPIENS NET Income: -3488. | |
| Part XII, Line 4b - Other Adjustments: | SCHOLARSHIP EXPENSE NETTED WITH REVENUE: 1202892. YEARBOOK SALES NETTED WITH REVENUE: 20857. YEARBOOK EXPENSES NETTED WITH REVENUE: -78449. | |
| Part XIII, Line 2d - Other Adjustments: | SAPIENS DEPRECIATION: 14571. | |
| Part XIII, Line 4b - Other Adjustments: | SCHOLARSHIP EXPENSE NETTED WITH REVENUE: 1202892. YEARBOOK SALES NETTED WITH REVENUE: 20857. YEARBOOK EXPENSES NETTED WITH REVENUE: -78449. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | 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. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNDERWOOD & ASSOCIATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN STUDY/CONSULT | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 12144 | GrossReceipts |
| Amount Retained By Contractor | 54410 | AmountRetainedByContractor |
| Net To Organization | -42266 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 12144 | TotalGrossReceipts |
| Total Retained By Contractors | 54410 | TotalRetainedByContractors |
| Total Net To Organization | -42266 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Auction | NameOfEvent1 |
| Gross Receipts Event1 | 616936 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 475585 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 141351 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 148924 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FIESTA FALL CARNIVAL | NameOfEvent2 |
| Gross Receipts Event2 | 38612 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 38612 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 23556 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 655548 | GrossReceiptsTotal |
| Charitable Contributions Total | 475585 | CharitableContributionsTotal |
| Gross Revenue Total Events | 179963 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 172480 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 172480 | DirectExpenseSummaryEvents |
| Net Income Summary | 7483 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| NEED BASED FINANCIAL AID | 116 | 910676 | N/A | N/A |
| MERIT BASED SCHOLARSHIPS | 78 | 292216 | N/A | N/A |
| FACULTY/STAFF TUITION REMISSION | 47 | 345570 | N/A | N/A |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mr Robert C Windham | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 237730 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 55000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 3541 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 38500 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 12718 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 347489 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 368355 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 41722 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | GIFT CERTIFICATES | Description |
| Number Of Contributions | 38 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 39290 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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. |
| 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. |
| form 990, part iv, line 12 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAPIENS MANAGEMENT CORP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9401 STARCREST DR | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78217 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742964557 | EIN |
| Primary Activities | HOLDING COMPANY | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(C)(2) | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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