2011-05-13T11:57:48-05:00 2010-06-30 PADGETT STRATEMANN & CO LLP 100 NE LOOP 410 SUITE 1100 SAN ANTONIO TX 78216 990 2009-07-01 740877330 SAINT MARY'S HALL INC SAIN 2104839100 PO BOX 33430 SAN ANTONIO TX 78265 WILLIAM J HEATH 2104839100 2011-05-12 1 JOSIE BEHREND 2108286281 2009 2016-02-24 21:20:13Z WILLIAM J HEATH PO BOX 33430 SAN ANTONIO TX 78265 34119866 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 24 346 400 0 0 2030460 1687173 15311617 16073129 -7543488 3098000 43051 23789 9841640 20882091 1361548 1548462 0 10984419 11407625 18375 54410 819357 5662378 5631889 18026720 18642386 -8185080 2239705 69804169 74905886 5355090 6674442 64449079 68231444 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 15462485 1548462 16084038 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. 15462485 1 1 0 0 0 0 0 0 1 1 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 1 62 0 346 1 0 0 CJ 0 0 0 1 1 0 0 0 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 Jack A Berridge 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 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 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 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 X 0 0 0 Mr Robert C Windham 40.00 X X 296271 0 51218 Mr William J Heath 40.00 X X 102230 0 24461 Mr Jonathan Eades 40.00 X 112960 0 15240 Ms Trudy E Hamilton 40.00 X 99024 0 5429 Ms Teri W Marshall 40.00 X 102534 0 5467 Ms Suzanne W Todd 40.00 X 86778 0 20845 613995 0 96386 4 0 1 0 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 4 475585 1211588 81012 1687173 TUITION 611600 15518506 15518506 OTHER SCHOOL EVENTS 611600 554623 554623 16073129 1095446 1095446 5397 5397 5397 5397 14584370 5500 12581346 5970 2003024 -470 2002554 2002554 179963 475585 172480 7483 7483 429282 477979 -48697 -48697 Miscellaneous Revenue 611600 59606 59606 59606 20882091 16084038 0 3110880 1548462 1548462 898383 390696 507687 8901529 7978839 601336 321354 498791 416059 67987 14745 419930 385117 14503 20310 688992 574712 93912 20368 11713 11713 54410 54410 92416 92416 144405 144405 240340 214733 25607 1081860 861270 166324 54266 15141 9972 5169 39464 39464 1444472 1146975 224312 73185 CAFETERIA 659978 659978 MISCELLANEOUS 380524 330711 49813 SECURITY 221586 176405 34066 11115 ATHLETICS AND PHYSICAL 206575 206575 PLANT EXPENSES 184613 146971 28382 9260 908802 600251 98983 209568 18642386 15462485 2360544 819357 1455965 1560680 2858073 5604653 2605322 2468814 218718 332616 7063 12668 151806 121343 46868492 17407294 30145607 29461198 2455430 2753653 29081579 31774450 824606 815811 69804169 74905886 1312683 1057087 3374004 4952366 668403 664989 5355090 6674442 X 28326434 29673010 6601068 8985904 29521577 29572530 64449079 68231444 69804169 74905886 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33488723 50953 4404442 330544 1239006 -3297 36377865 40511180 250090 -5511877 360340 1097181 303150 33488722 0.20230 0.79770 0 0 322469 322469 37764383 10382844 27381539 8781640 7024450 1757190 29461198 POOLED COMMON AND COLLECTIVE FUNDS 31774450 F 31774450 CUSTODIAN HELD FUNDS 664989 664989 20882091 18642386 2239705 1542660 1542660 3782365 21294017 1542653 14573 1557226 19736791 1145300 1145300 20882091 17511657 14571 14571 17497086 1145300 1145300 18642386 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. 1 1 1 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. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 X X X X X 1 UNDERWOOD & ASSOCIATES CAPITAL CAMPAIGN STUDY/CONSULT 0 12144 54410 -42266 12144 54410 -42266 Auction 616936 475585 141351 148924 FIESTA FALL CARNIVAL 38612 38612 23556 655548 475585 179963 172480 172480 7483 1 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 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 237730 0 55000 0 3541 0 38500 0 12718 0 347489 0 368355 0 X 41722 FMV X GIFT CERTIFICATES 38 39290 fmv 0 0 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. 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. 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 1 0 0 0 0