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ST MARYS UNIVERSITY OF SAN ANTONIO: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ST MARYS UNIVERSITY OF SAN ANTONIO (EIN 74-1143128)
Tax period
2023-06-01 to 2024-05-31
Filed
2025-04-07
IRS object ID
202500979349301525
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-07T15:14:48+00:00ReturnTs
Tax Period End2024-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1425 HOUSTON STAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN741143128EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1St Mary's UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTMABusinessNameControlTxt
Phone2104363365PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE CAMINO SANTA MARIAAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782288504ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS M MENGLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2104363365PhoneNum
Signature2025-04-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMelva ScottPreparerPersonNm
PTINP01207335PTIN
Phone8173351900PhoneNum
Preparation2025-04-04PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Winston ErevellesBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE CAMINO SANTA MARIAAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782288504ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$258,409,977GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption0928GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.STMARYTX.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1926FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTO FOSTER THE FORMATION OF PEOPLE IN FAITH AND EDUCATE LEADERS FOR THE COMMON GOOD THROUGH COMMUNITY, EDUCATION, AND ACADEMIC EXCELLENCE. SEE SCHEDULE O.ActivityOrMissionDesc
Voting Members Governing Body34VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee2011TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$284,709TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$283,709NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$21,012,127PYContributionsGrantsAmt
CY Contributions Grants$23,798,317CYContributionsGrantsAmt
PY Program Service Revenue$122,165,599PYProgramServiceRevenueAmt
CY Program Service Revenue$125,011,887CYProgramServiceRevenueAmt
PY Investment Income$9,761,317PYInvestmentIncomeAmt
CY Investment Income$31,587,734CYInvestmentIncomeAmt
PY Other Revenue-$154,792PYOtherRevenueAmt
CY Other Revenue-$78,073CYOtherRevenueAmt
PY Total Revenue$152,784,251PYTotalRevenueAmt
CY Total Revenue$180,319,865CYTotalRevenueAmt
PY Grants And Similar Paid$49,621,680PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$51,736,974CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$67,349,698PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$70,502,429CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,043,480CYTotalFundraisingExpenseAmt
PY Other Expenses$38,669,916PYOtherExpensesAmt
CY Other Expenses$42,791,335CYOtherExpensesAmt
PY Total Expenses$155,641,294PYTotalExpensesAmt
CY Total Expenses$165,030,738CYTotalExpensesAmt
PY Revenues Less Expenses-$2,857,043PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$15,289,127CYRevenuesLessExpensesAmt
Total Assets BOY$378,543,307TotalAssetsBOYAmt
Total Assets EOY$418,363,603TotalAssetsEOYAmt
Total Liabilities BOY$42,333,401TotalLiabilitiesBOYAmt
Total Liabilities EOY$48,426,963TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$336,209,906NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$369,936,640NetAssetsOrFundBalancesEOYAmt
MissionST. 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$107,421,801ExpenseAmt
Grant$51,736,974GrantAmt
Revenue$107,169,206RevenueAmt
DescINSTRUCTION, ACADEMIC SUPPORT, RESEARCH AND STUDENT SCHOLARSHIPS: ST. MARYS UNIVERSITY IS COMMITTED TO ACADEMIC EXCELLENCE AND STUDENT OUTCOMES. ACADEMIC ACHIEVEMENT, SENSE OF COMMUNITY AND HOLISTIC LEARNING ARE PART OF WHAT SETS A ST. MARYS EDUCATION APART. WITH AN ENROLLMENT OF 3,411 STUDENTS, THE 11-TO-1 STUDENT-TO-FACULTY RATIO ENABLES STUDENTS TO RECEIVE PERSONALIZED ATTENTION; THE UNIVERSITY HAS APPROXIMATELY 75 UNDERGRADUATE, GRADUATE AND LAW PROGRAMS FEATURING 1 DOCTORIAL DEGREE, 7 LAW PROGRAMS, 14 GRADUATE CERTIFICATE OPTIONS AND 5 UNDERGRADUATE CERTIFICATE OPTIONS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$22,206,033ExpenseAmt
Revenue$5,763,473RevenueAmt
DescSTUDENT AND COMMUNITY SERVICE PROGRAMS: ST. MARYS UNIVERSITY PROVIDES STUDENTS WITH OPPORTUNITIES TO DEVELOP LEADERSHIP SKILLS IN STUDENT ACADEMIC, SOCIAL AND PROFESSIONAL ORGANIZATIONS. STUDENTS MAY ALSO PARTICIPATE IN CIVIC ENGAGEMENT ACTIVITIES AND SERVICE TO OTHERS THROUGH COMMUNITY OUTREACH. FACILITIES INCLUDE SPACES FOR STUDY AND RECREATION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$12,123,092ExpenseAmt
Revenue$12,079,208RevenueAmt
DescAUXILIARY ENTERPRISES: ST. MARYS UNIVERSITY OFFERS 13 RESIDENCE HALLS THAT PROVIDE A WIDE VARIETY OF COMMUNITIES. EACH HALL SERVES A DIFFERENT TYPE OF STUDENT COMMUNITY AND PROVIDES A VARIETY OF PROGRAMS AND SPACES FOR STUDENTS TO STUDY, BE ACTIVE, AND RELAX. STUDENTS WHO LIVE ON CAMPUS ARE MORE LIKELY TO COMPLETE THEIR DEGREES, ARE MORE INVOLVED IN CAMPUS LIFE, HAVE A BETTER SELF-IMAGE, ACHIEVE HIGHER GRADES, AND ARE MORE SATISFIED WITH THEIR COLLEGE EXPERIENCE. AUXILIARY ENTERPRISES ALSO INCLUDE SIX CAMPUS DINING VENUES AND A BOOKSTORE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$141,750,926TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document304IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2011EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LORI SWETEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2104363365PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE CAMINO SANTA MARIAAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78228ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Brother Thomas F Giardino SM
Vice Chair of the Board1.00.0Yes (X)Yes (X)$0$0$0
John M Vaught
Vice Chair of the Board1.00.0Yes (X)Yes (X)$0$0$0
Lynda M Ellis
Chair of the Board1.00.0Yes (X)Yes (X)$0$0$0
Rev Oscar Vasquez SM
Chancellor1.00.0Yes (X)Yes (X)$0$0$0
Thomas M Mengler
President40.00.0Yes (X)Yes (X)$433,042$0$46,062
Brother Bernard Ploeger SM
Trustee1.00.0Yes (X)$0$0$0
Brother Edward Brink SM
Trustee1.00.0Yes (X)$0$0$0
Brother Francisco Gonzalez SM
Trustee1.00.0Yes (X)$0$0$0
Brother Jesse O'Neill SM
Trustee1.00.0Yes (X)$0$0$0
Christopher Martinez
Trustee (Start 6/1/23)1.00.0Yes (X)$0$0$0
David S Herrmann
Trustee1.00.0Yes (X)$0$0$0
Ellen F Manzullo
Trustee1.00.0Yes (X)$0$0$0
Gaston Sosa de la Torre
Trustee1.00.0Yes (X)$0$0$0
George Hernandez Jr
Trustee1.00.0Yes (X)$0$0$0
Gordon Schutze
Trustee (Start 6/1/23)1.00.0Yes (X)$0$0$0
Joe Louis Vela Jr
Trustee1.00.0Yes (X)$0$0$0
Joseph Diaz
Trustee1.00.0Yes (X)$0$0$0
Joseph M Ojile
Trustee1.00.0Yes (X)$0$0$0
Katherine Resteiner
Trustee1.00.0Yes (X)$0$0$0
Lauro Lopez Jr
Trustee1.00.0Yes (X)$0$0$0
Leland T Blank
Trustee1.00.0Yes (X)$0$0$0
Mary Brennan Stich
Trustee1.00.0Yes (X)$0$0$0
Michael A Schott
Trustee1.00.0Yes (X)$0$0$0
Michael T Martin
Trustee1.00.0Yes (X)$0$0$0
RaSheeda C Keir
Trustee (Start 6/1/23)1.00.0Yes (X)$0$0$0
Ray E Berend
Trustee (End 6/5/23)1.00.0Yes (X)$0$0$0
Rev Dennis Arechiga SM
Trustee1.00.0Yes (X)$0$0$0
Rev James Fitz SM
Trustee1.00.0Yes (X)$0$0$0
Sandee Bryan Marion
Trustee1.00.0Yes (X)$0$0$0
Sandra E Nannini
Trustee1.00.0Yes (X)$0$0$0
Sara E Dysart
Trustee1.00.0Yes (X)$0$0$0
Sister Laura F Leming FMI
Trustee1.00.0Yes (X)$0$0$0
Steven M Pena Sr
Trustee1.00.0Yes (X)$0$0$0
Tom Grothues
Trustee (Start 6/1/23)1.00.0Yes (X)$0$0$0
Yava Scott
Trustee1.00.0Yes (X)$0$0$0
Aaron C Hanna
Vice President, Administration & Finance40.00.0Yes (X)$252,125$0$31,389
Curtis White
Vice President, Information Technology40.00.0Yes (X)$174,878$0$41,364
Jason Pierce
Provost/Vice President Academic Affairs40.00.0Yes (X)$311,700$0$42,118
Joel Lauer
Vice President, University Advancement40.00.0Yes (X)$227,466$0$50,802
John Thompson SM
Vice President, Mission40.00.0Yes (X)$92,700$0$21,375
Rosalind Alderman
Vice President, Enrollment Management40.00.0Yes (X)$156,416$0$17,415
Ryan Konkright
Vice President, Enrollment Management40.00.0Yes (X)$131,794$0$18,272
Timothy Bessler
Vice President, Dean of Students40.00.0Yes (X)$166,605$0$41,187
Nancy LaGreca
Dean, College of Arts Humanities & Social Sciences40.00.0$191,370$0$24,642Yes (X)
Patricia Roberts
Dean, Law School40.00.0$333,204$0$51,173Yes (X)
Rowena Ortiz-Walters
Dean, Business School40.00.0$272,198$0$42,958Yes (X)
Teresa Beam
Dean, Science, Engineering & Technology40.00.0$180,262$0$8,400Yes (X)
Colin Marks
Professor40.00.0$232,516$0$14,008Yes (X)
David Sommer
Professor40.00.0$252,295$0$49,853Yes (X)
Robert Piatt Jr
Professor40.00.0$231,206$0$41,635Yes (X)
VINCENT JOHNSON
PROFESSOR40.00.0$217,983$0$27,765Yes (X)
Zoe Niesel
Professor40.00.0$215,842$0$12,335Yes (X)
Aaron Tyler
Professor40.00.0$169,680$0$45,181Yes (X)
Leona Pallansch
Professor40.00.0$148,207$0$22,128Yes (X)
Stephen Sheppard
Professor40.00.0$209,101$0$39,646Yes (X)
William Buhrman
Associate Vice President40.00.0$161,722$0$34,868Yes (X)
Winston Erevelles
Special Advisor to the President / Dean Emeritus40.00.0$191,350$0$13,384Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,953,662TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$737,960TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K124IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SpawGlass Contractors Inc
9331 Corporate DriveSelmaTX78154Construction Services$7,184,188
ARAMARK
27310 Network PlaceChicagoIL606731273Food Service$4,921,819
EAB
PO Box 603519CharlotteNC282603519Consulting Services$740,025
Norton Rose Fulbright
PO Box 844284DallasTX752844284Law Services$534,461
Ernst & Young LLP
3712 Solutions CenterChicagoIL606773007Audit & Tax services$476,271
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K35CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$126,938FundraisingAmt
Related Organizations$1,655,706RelatedOrganizationsAmt
Government Grants$14,836,537GovernmentGrantsAmt
All Other Contributions$7,179,136AllOtherContributionsAmt
Noncash Contributions$239,639NoncashContributionsAmt
Total Contributions$23,798,317TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Educational General - Tuition & Fees611310$109,506,454$109,506,454$0$0
Auxiliary Services611710$12,079,208$12,079,208$0$0
Educational Program Fee611710$1,142,313$1,142,313$0$0
Educational Health Insurance611710$1,159,807$1,159,807$0$0
Education and Institutional Fee611710$1,124,105$1,124,105$0$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$125,011,887TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,737,242TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$76,777UnrelatedBusinessRevenueAmt
Exclusion$9,660,465ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$183,428RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$205,516RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$22,088RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$22,088TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$22,088ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$99,398,908SecuritiesAmt
Other$207,932OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$77,756,348SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$21,642,560SecuritiesAmt
Other$207,932OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,850,492TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$207,932UnrelatedBusinessRevenueAmt
Exclusion$21,642,560ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$72,263FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$126,938ContriRptFundraisingEventAmt
Fundraising Direct Expenses$128,248FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$55,985TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$55,985ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$180,319,865TotalRevenueColumnAmt
Related Or Exempt Func Income$125,011,887RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$284,709UnrelatedBusinessRevenueAmt
Exclusion$31,224,952ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$51,736,974TotalAmt
Program Services$51,736,974ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,590,992TotalAmt
Program Services$887,679ProgramServicesAmt
Management And General$1,249,302ManagementAndGeneralAmt
Fundraising$454,011FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$54,472,488TotalAmt
Program Services$46,313,753ProgramServicesAmt
Management And General$6,669,064ManagementAndGeneralAmt
Fundraising$1,489,671FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,255,042TotalAmt
Program Services$1,809,955ProgramServicesAmt
Management And General$375,721ManagementAndGeneralAmt
Fundraising$69,366FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,372,355TotalAmt
Program Services$5,581,726ProgramServicesAmt
Management And General$1,527,948ManagementAndGeneralAmt
Fundraising$262,681FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,811,552TotalAmt
Program Services$3,107,990ProgramServicesAmt
Management And General$585,321ManagementAndGeneralAmt
Fundraising$118,241FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$5,667,979TotalAmt
Program Services$5,255,574ProgramServicesAmt
Management And General$388,088ManagementAndGeneralAmt
Fundraising$24,317FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$436,109TotalAmt
Program Services$29,964ProgramServicesAmt
Management And General$406,145ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$433,107TotalAmt
Program Services$9,700ProgramServicesAmt
Management And General$423,407ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,001,560TotalAmt
Management And General$1,001,560ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,312,985TotalAmt
Program Services$608,027ProgramServicesAmt
Management And General$458,865ManagementAndGeneralAmt
Fundraising$246,093FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,207,735TotalAmt
Program Services$3,720,661ProgramServicesAmt
Management And General$1,419,222ManagementAndGeneralAmt
Fundraising$67,852FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,987,709TotalAmt
Program Services$1,549,078ProgramServicesAmt
Management And General$412,826ManagementAndGeneralAmt
Fundraising$25,805FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$1,602,284TotalAmt
Program Services$1,036,879ProgramServicesAmt
Management And General$505,753ManagementAndGeneralAmt
Fundraising$59,652FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,487,542TotalAmt
Program Services$5,467,685ProgramServicesAmt
Management And General$1,019,665ManagementAndGeneralAmt
Fundraising$192FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,139,472TotalAmt
Program Services$2,049,928ProgramServicesAmt
Management And General$46,677ManagementAndGeneralAmt
Fundraising$42,867FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,657,022TotalAmt
Program Services$2,075,401ProgramServicesAmt
Management And General$550,945ManagementAndGeneralAmt
Fundraising$30,676FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,197,435TotalAmt
Program Services$1,177,105ProgramServicesAmt
Management And General$20,330ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$6,072,506TotalAmt
Program Services$5,261,097ProgramServicesAmt
Management And General$809,875ManagementAndGeneralAmt
Fundraising$1,534FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,875,985TotalAmt
Program Services$1,256,554ProgramServicesAmt
Management And General$619,431ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Academic Programs$1,904,513$1,383,677$413,092$107,744
Program & Events$1,435,587$1,037,003$355,806$42,778
Improvements$745,962$394,516$351,446$0
Bad Debt$625,843$0$625,843$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$165,030,738TotalAmt
Program Services$141,750,926ProgramServicesAmt
Management And General$20,236,332ManagementAndGeneralAmt
Fundraising$3,043,480FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$33,596,048BOYAmt
EOY$42,278,892EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,350,934BOYAmt
EOY$4,849,582EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,714,458BOYAmt
EOY$5,108,478EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,238,280BOYAmt
EOY$934,356EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,278,813BOYAmt
EOY$1,125,682EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$259,437,848LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$147,788,505LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$104,279,410BOYAmt
EOY$111,649,343EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$154,555,224BOYAmt
EOY$174,240,937EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$76,530,140BOYAmt
EOY$78,176,333EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$378,543,307BOYAmt
EOY$418,363,603EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,070,534BOYAmt
EOY$8,842,161EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,145,040BOYAmt
EOY$3,315,569EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,100,000BOYAmt
EOY$34,538,298EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,017,827BOYAmt
EOY$1,730,935EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$42,333,401BOYAmt
EOY$48,426,963EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$150,061,263BOYAmt
EOY$158,142,985EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$186,148,643BOYAmt
EOY$211,793,655EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$336,209,906BOYAmt
EOY$369,936,640EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$378,543,307BOYAmt
EOY$418,363,603EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$15,289,127ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$17,717,607NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$720,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$235,365,567BeginningYearBalanceAmt
Contributions$2,235,307ContributionsAmt
Investment Earnings Or Losses$38,356,251InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,359,446GrantsOrScholarshipsAmt
Other Expenditures$6,569,717OtherExpendituresAmt
End Year Balance$263,027,962EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$233,509,022BeginningYearBalanceAmt
Contributions$4,031,824ContributionsAmt
Investment Earnings Or Losses$8,628,613InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,220,900GrantsOrScholarshipsAmt
Other Expenditures$5,582,992OtherExpendituresAmt
End Year Balance$235,365,567EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$251,418,163BeginningYearBalanceAmt
Contributions$3,537,182ContributionsAmt
Investment Earnings Or Losses-$11,631,419InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,733,800GrantsOrScholarshipsAmt
Other Expenditures$5,081,104OtherExpendituresAmt
End Year Balance$233,509,022EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$200,145,000BeginningYearBalanceAmt
Contributions$3,689,420ContributionsAmt
Investment Earnings Or Losses$57,114,842InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,557,400GrantsOrScholarshipsAmt
Other Expenditures$4,973,699OtherExpendituresAmt
End Year Balance$251,418,163EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$196,463,000BeginningYearBalanceAmt
Contributions$4,477,000ContributionsAmt
Investment Earnings Or Losses$8,793,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,865,000GrantsOrScholarshipsAmt
Other Expenditures$4,723,000OtherExpendituresAmt
End Year Balance$200,145,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.26BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.39PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.35TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$632,750OtherCostOrOtherBasisAmt
Book Value$632,750BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$136,004,953OtherCostOrOtherBasisAmt
Depreciation$63,985,083DepreciationAmt
Book Value$72,019,870BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,197,273OtherCostOrOtherBasisAmt
Depreciation$22,109,645DepreciationAmt
Book Value$3,087,628BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$97,602,872OtherCostOrOtherBasisAmt
Depreciation$61,693,777DepreciationAmt
Book Value$35,909,095BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$111,649,343TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
U.S. EQUITIES FUND$11,461,003F
US REAL ESTATE TRUST$7,627,047F
CREDIT LONG-SHORT HEDGE FUND$8,599,902F
MULTI-STRATEGY HEDGE FUNDS$29,939,192F
MULTI-STRATEGY PRIVATE EQUITY$20,549,189F
FieldValueIRS element (for citing)
Total Book Value Securities$78,176,333TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescU.S Government advances for student loansDesc
Amt$1,730,935Amt
FieldValueIRS element (for citing)
Total Liability$1,730,935TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$146,018,938TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$17,717,607NetUnrealizedGainsInvstAmt
Other Revenue$720,000OtherRevenueAmt
Revenue Not Reported$18,437,607RevenueNotReportedAmt
Revenue Subtotal$127,581,331RevenueSubtotalAmt
Investment Expenses Not Incld$1,001,560InvestmentExpensesNotIncldAmt
Other Revenues Not Included$51,736,974OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$52,738,534RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$180,319,865TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$112,292,204TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$112,292,204ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,001,560InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$51,736,974OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$52,738,534ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$165,030,738TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN PURCHASING POWER OF THE ENDOWMENT ASSETS.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE 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 2024 OR 2023. U.S. GAAP REQUIRES 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 INTERNAL REVENUE SERVICE OR U.S. DEPARTMENT OF TREASURY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY, AND HAS CONCLUDED THAT AS OF MAY 31, 2024, 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 2(d) Other revenues in audited financial statements not in form 990ROTC & NON-CASH GRANTS - 720000
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsSCHOLARSHIPS - 51736974
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsSCHOLARSHIPS - 51736974

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYTHE POLICY IS INCLUDED IN ALL STUDENT CATALOGUES AND BROCHURES, IN THE STUDENT APPLICATION FORMS, EMPLOYMENT APPLICATIONS, AND ON THE UNIVERSITY'S WEBSITE ACCESSIBLE TO THE PUBLIC AT WWW.STMARYTX.EDU/POLICIES/. FOLLOWING ARE THE DISCLOSURES INCLUDED IN THE STUDENT APPLICATION PROCESS: 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. IN COMPLIANCE WITH TITLE IX, ST. MARY'S UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF SEX IN THE EDUCATION PROGRAMS OR ACTIVITIES IT OPERATES. QUESTIONS REGARDING TITLE IX MAY BE REFERRED TO THE ST. MARY'S UNIVERSITY TITLE IX OFFICER OR TO THE OFFICE OF CIVIL RIGHTS, U.S. DEPARTMENT OF EDUCATION. ST. MARY'S UNIVERSITY IS COMMITTED TO ASSISTING ALL MEMBERS OF THE COMMUNITY IN PROVIDING FOR THEIR OWN SAFETY AND SECURITY. THE ANNUAL SECURITY AND FIRE SAFETY REPORT IS AVAILABLE ONLINE. IF YOU WOULD LIKE A HARD COPY OF THE REPORT, STOP BY THE ST. MARY'S POLICE DEPARTMENT OFFICE AT ONE CAMINO SANTA MARIA, SAN ANTONIO, TEXAS 78228 OR REQUEST A COPY BE MAILED TO YOU BY CALLING 210-436-3330. THE REPORT CONTAINS INFORMATION, REQUIRED BY LAW, REGARDING CAMPUS SECURITY AND PERSONAL SAFETY. THE REPORT ALSO CONTAINS INFORMATION ABOUT FIRE STATISTICS IN CAMPUS RESIDENTIAL FACILITIES AND CRIME STATISTICS FOR THE THREE PREVIOUS CALENDAR YEARS THAT OCCURRED ON CAMPUS; PROPERTY OWNED OR CONTROLLED BY THE UNIVERSITY AND PUBLIC PROPERTY WITHIN, OR IMMEDIATELY ADJACENT TO AND ACCESSIBLE FROM THE CAMPUS. INFORMATION REGARDING GRADUATION AND RETENTION RATES IS AVAILABLE ONLINE. FINAL ADMISSION WILL BE GRANTED ONLY AFTER A FINAL TRANSCRIPT OF HIGH SCHOOL AND/OR COLLEGE WORK IS RECEIVED. ALL MATERIAL SENT TO ST. MARY'S UNIVERSITY BECOMES THE PROPERTY OF THE UNIVERSITY AND WILL NOT BE RELEASED.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTFINANCIAL AID IS PROVIDED TO ELIGIBLE STUDENTS THROUGH A NUMBER OF GOVERNMENTAL PROGRAMS, INCLUDING U.S. DEPARTMENT OF EDUCATION AND TEXAS EQUALIZATION GRANT PROGRAMS. THE UNIVERSITY IS THE DIRECT RECIPIENT OF FEDERAL GRANTS FROM THE U.S. DEPARTMENT OF JUSTICE, THE NATIONAL ENDOWMENT FOR THE HUMANITIES, THE NATIONAL SCIENCE FOUNDATION, THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, AND THE U.S. DEPARTMENT OF EDUCATION. IN ADDITION, THE UNIVERSITY RECEIVES PASS-THROUGH GRANTS FROM THE U.S. DEPARTMENT OF TRANSPORTATION AND THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. FEDERAL AND STATE AWARDS ARE AUDITED ANNUALLY ACCORDING TO THE COMPLIANCE REQUIREMENTS OF THE PROGRAMS.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean02Program ServicesEducation Program$44,220
Europe (Including Iceland and Greenland)013Program ServicesEducation Program$379,103
East Asia and the Pacific02Program ServicesEducation Program$42,416
Central America and the CaribbeanInvestments$3,217,453
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees17SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee17TotalEmployeeCnt
Subtotal Spent$3,683,192SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$3,683,192TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsACCOUNTING METHOD USED IS ACCRUAL. THERE ARE NO INVESTMENTS. ALL DISBURSEMENTS MADE ARE TO SUPPORT EDUCATION PROGRAMS. ALL DISBURSEMENTS MADE BY ST. MARY'S UNIVERSITY ARE IN ACCORDANCE WITH UNIVERSITY POLICY.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Law Distinguished Graduate DinnerEvent1Nm
Gross Receipts Event1$107,751GrossReceiptsEvent1Amt
Charitable Contri Event1$55,532CharitableContriEvent1Amt
Gross Revenue Event1$52,219GrossRevenueEvent1Amt
Rent Facility Costs Event1$15,984RentFacilityCostsEvent1Amt
Food And Beverage Event1$81,737FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$10,948OtherDirectExpensesEvent1Amt
Event2Golf TournamentEvent2Nm
Gross Receipts Event2$91,450GrossReceiptsEvent2Amt
Charitable Contri Event2$71,406CharitableContriEvent2Amt
Gross Revenue Event2$20,044GrossRevenueEvent2Amt
Non Cash Prizes Event2$4,491NonCashPrizesEvent2Amt
Rent Facility Costs Event2$8,398RentFacilityCostsEvent2Amt
Food And Beverage Event2$4,895FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$1,795OtherDirectExpensesEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$199,201GrossReceiptsTotalAmt
Charitable Contributions Tot$126,938CharitableContributionsTotAmt
Gross Revenue Total Events$72,263GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$4,491NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$24,382RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$86,632FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$12,743OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$128,248DirectExpenseSummaryEventsAmt
Net Income Summary-$55,985NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEducational grants, scholarships & tuition discountsGrantTypeTxt
Recipient2774RecipientCnt
Cash Grant$51,736,974CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationINSTITUTIONAL GIFT AID IS AWARDED IN VARIOUS FORMS VIA THE FOLLOWING SELECTION PROCESS: ACADEMIC SCHOLARSHIPS - THE SELECTION OF THESE STUDENTS IS MADE BY THE UNDERGRADUATE, PH.D., AND LAW ADMISSION OFFICES. THE STUDENTS APPLICATION FOR ADMISSION SERVES AS THE SCHOLARSHIP APPLICATION. Talent awards (Athletics & Music) - These students are either recruited or nominated by themselves for consideration. SELECTION IS USUALLY BASED UPON PERFORMANCES AND AUDITIONS. NEED BASED AWARDS - THE OFFICE OF FINANCIAL ASSISTANCE DETERMINES ELIGIBILITY BASED UPON THE FAFSA. SELECTION IS MADE WITHIN APPROPRIATE UNIVERSITY GUIDELINES. THUS THE AWARDS ARE NOT REPORTED AS GRANTS. STUDENTS LOANS - THE FFLEP PROGRAM, THE STUDENT SELF SELECTS THE LENDER AND THE OFFICE OF FINANCIAL ASSISTANCE CERTIFIES ELIGIBILITY BASED UPON THE FEDERAL LENDER AS WELL AS THE APPLICABLE FEDERAL REGULATIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Thomas M Mengler
President$433,042$0$0$0$0$0$22,500$0$23,562$0$479,104$0$0$0
William Buhrman
Associate Vice President$161,722$0$0$0$0$0$11,897$0$22,971$0$196,590$0$0$0
Aaron C Hanna
Vice President, Administration & Finance$252,125$0$0$0$0$0$18,025$0$13,364$0$283,514$0$0$0
Curtis White
Vice President, Information Technology$174,878$0$0$0$0$0$13,086$0$28,278$0$216,242$0$0$0
Jason Pierce
Provost/Vice President Academic Affairs$311,700$0$0$0$0$0$12,658$0$29,460$0$353,818$0$0$0
Timothy Bessler
Vice President, Dean of Students$166,605$0$0$0$0$0$9,038$0$32,149$0$207,792$0$0$0
Rosalind Alderman
Vice President, Enrollment Management$156,416$0$0$0$0$0$5,480$0$11,935$0$173,831$0$0$0
Joel Lauer
Vice President, University Advancement$227,466$0$0$0$0$0$17,003$0$33,799$0$278,268$0$0$0
Ryan Konkright
Vice President, Enrollment Management$131,794$0$0$0$0$0$6,370$0$11,902$0$150,066$0$0$0
Winston Erevelles
Special Advisor to the President / Dean Emeritus$191,350$0$0$0$0$0$13,384$0$0$0$204,734$0$0$0
Rowena Ortiz-Walters
Dean, Business School$272,198$0$0$0$0$0$19,827$0$23,131$0$315,156$0$0$0
Patricia Roberts
Dean, Law School$333,204$0$0$0$0$0$20,224$0$30,949$0$384,377$0$0$0
Nancy LaGreca
Dean, College of Arts Humanities & Social Sciences$191,370$0$0$0$0$0$0$0$24,642$0$216,012$0$0$0
Teresa Beam
Dean, Science, Engineering & Technology$180,262$0$0$0$0$0$8,400$0$0$0$188,662$0$0$0
Leona Pallansch
Professor$148,207$0$0$0$0$0$9,800$0$12,328$0$170,335$0$0$0
Stephen Sheppard
Professor$209,101$0$0$0$0$0$11,075$0$28,571$0$248,747$0$0$0
Aaron Tyler
Professor$169,680$0$0$0$0$0$11,899$0$33,282$0$214,861$0$0$0
Robert Piatt Jr
Professor$231,206$0$0$0$0$0$16,873$0$24,762$0$272,841$0$0$0
David Sommer
Professor$252,295$0$0$0$0$0$16,296$0$33,557$0$302,148$0$0$0
Colin Marks
Professor$232,516$0$0$0$0$0$12,764$0$1,244$0$246,524$0$0$0
Zoe Niesel
Professor$215,842$0$0$0$0$0$1,751$0$10,584$0$228,177$0$0$0
VINCENT JOHNSON
PROFESSOR$217,983$0$0$0$0$0$14,608$0$13,157$0$245,748$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Housing allowance or residence for personal useTHE COMPENSATION OF THE PRESIDENT, THOMAS M. MENGLER, INCLUDES A HOUSING ALLOWANCE OF $30,000 WHICH IS INCLUDED IN HIS TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesTHE UNIVERSITY PAYS DUES DIRECTLY TO SEVERAL SOCIAL CLUBS FOR PRESIDENT MENGLER TO USE IN CONDUCTING UNIVERSITY BUSINESS. THE CLUBS ARE NOT USED FOR PERSONAL PURPOSES, AND THEREFORE, NOT INCLUDED IN PRESIDENT MENGLER'S COMPENSATION.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CITY OF OLMOS PARK TEXAS HIGHER EDU FAC CORP
A521830279XXXXXXXXX2007-12-13$8,500,000RESIDENCE HALL CONSTRUCTIONfalsefalsefalse
CITY OF OLMOS PARK TEXAS HIGHER EDU FAC CORP
B521351505XXXXXXXXX2016-09-30$25,000,000RESIDENCE HALL CONSTRUCTIONfalsefalsefalse
CITY OF OLMOS PARK TEXAS HIGHER EDU FAC CORP
C050587302XXXXXXXXX2020-06-29$6,290,000REFUNDING SERIES 2008 REVENUE BONDSfalsefalsefalse
CITY OF SAN ANTONIO TEXAS EDU FACILITIES CORP
D521351505XXXXXXXXX2022-12-12$15,000,000ACADEMIC BUILDING CONSTRUCTIONfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndOther Spent ProceedsOtherSpentProceedsAmt
A$5,840,000$8,651,557$145,975$8,505,5822009falsefalseYes (true)Yes (true)
B$7,000,000$25,000,000$145,618$24,854,3822017falsefalseYes (true)Yes (true)
C$1,920,000$6,290,000$119,9142020Yes (true)falseYes (true)Yes (true)$6,170,086
D$206,702$9,715,000$9,715,0002024falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.0falsefalseYes (true)
Bfalsefalsefalsefalse0.0falsefalseYes (true)
Cfalsefalsefalsefalse0.0falsefalseYes (true)
Dfalsefalsefalsefalse0.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
BfalsefalseYes (true)falseYes (true)falsefalsefalseYes (true)
CfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)
DfalsefalseYes (true)falseYes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I, Column (e) Part I, Row A, Column (e) and Part II, Column (a) 2007 Bond, Line 3THE 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 ON ROW A. IN SCHEDULE K, PART I, ROW A, THE CUMULATIVE EARNINGS ARE $151,557.
Schedule K, Part IV, Line 2c Column (a) 2007 BondBOND ISSUE LISTED IN A - REBATE ANALYSIS WAS PERFORMED IN 2010 WITH A CUMULATIVE NEGATIVE REBATE LIABILITY OF $98,797.45 AND FUND WAS DEPLETED ON 12/13/2009. NO REBATE ANALYSIS WILL BE PERFORMED.
Schedule K, Part I, Column (e) Part I, Row A, Column (e) and Part II, Column (a) 2022 Bond, Line 3The Difference in the issue price shown in column E, and Part II, Line 3, total proceeds of issue for the City of San Antonio, Tx Education Facilities Corp Series 2022 bonds listed on row D is related to reduced borrowing. The original construction loan allowed borrowing of up to $15,000,000. Due to receipt of grants funds and donor contributions, only $9,715,000 of the allowed borrowing was utilized.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$239,639NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - AVG HIGH & LOW PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsST. MARY'S UNIVERSITY CONDUCTS AN ANNUAL PHONATHON PROGRAM MANAGED INTERNALLY BY STAFF USING SOFTWARE CONTRACTED ANNUALLY. THE ORGANIZATION ALSO HIRES PROFESSIONALS TO SELL NON-CASH CONTRIBUTIONS WHEN RECEIVED, SUCH AS REAL ESTATE AND STOCKS.
Schedule M, Part I Explanations of reporting method for number of contributionsSecurities - Publicly traded - THE AMOUNTS REPORTED IN COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 4 Significant changes to organizational documentsSt Mary's University Board of Trustees amended its bylaws in fiscal year 2024. The amendments included the following significant changes: Article 4.4 - Three additional powers and duties were added to the Board of Trustees to include 1.) Ensure a full review and evaluation of the mission statement is conducted annually 2.) Ensure a review of the Bylaws is conducted annually and a comprehensive review is conducted periodically 3.) Ensure self-assessments are conducted every two years or with the appointment of a new chair of the Board or reappointment of a chair to another term.
Form 990, Part VI, Line 6 Classes of members or stockholdersTHE FOLLOWING SHALL BE THE MEMBERS OF THE CORPORATION (EACH INDIVIDUALLY A 'MEMBER 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. MARYS UNIVERSITY (THE BOARD OF TRUSTEES).
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyTHE MEMBERS OF THE CORPORATION SHALL ENJOY THE FOLLOWING POWERS: - TO APPROVE, BY A MAJORITY VOTE, NOMINATIONS FOR ELECTION TO THE BOARD OF TRUSTEES SUBMITTED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND REMOVAL OF MEMBERS OF THE BOARD, BY A MAJORITY VOTE, UPON THE RECOMMENDATION OF THE EXECUTIVE COMMITTEE OF THE BOARD. THE APPROVAL SHALL NOT, IN EITHER INSTANCE, BE UNREASONABLY WITHHELD; - TO APPROVE THE RECOMMENDATIONS FOR PRESIDENT OF THE UNIVERSITY AS OUTLINED IN ARTICLE 4.3. BYLAWS, ARTICLE 4.3 SELECTION OF THE PRESIDENT OF THE UNIVERSITY THE BOARD OF TRUSTEES SHALL CHOOSE THE PRESIDENT OF THE UNIVERSITY IN THE FOLLOWING MANNER: (A) THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES SHALL APPOINT A PRESIDENTIAL NOMINATING COMMITTEE AND SELECT ITS CHAIRPERSON. (B) THE CHANCELLOR, AS THE PROVINCIAL OF THE MARIANIST PROVINCE OF THE UNITED STATES, OR HIS DESIGNATE FROM THE BOARD OF TRUSTEES SHALL BE A MEMBER OF THE PRESIDENTIAL NOMINATING COMMITTEE, AS WELL AS THE VICE PRESIDENT FOR MISSION AND RECTOR. (C) THE PRESIDENTIAL NOMINATING COMMITTEE SHALL PREPARE A DESCRIPTION OF THE POSITION AND A PROFILE OF THE DESIRED CANDIDATE. (D) BEFORE OPENING THE SEARCH, THE DESCRIPTION OF THE POSITION AND PROFILE OF THE DESIRED CANDIDATE SHALL THEN BE RATIFIED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND BY THE MEMBERS OF THE CORPORATION, WHICH RATIFICATION SHALL NOT BE UNREASONABLY WITHHELD. (E) THE PRESIDENT SHALL BE A ROMAN CATHOLIC AND HAVE THE DESIRE AND ABILITY TO PROVIDE LEADERSHIP FOR ST. MARYS UNIVERSITY AS A CATHOLIC AND MARIANIST UNIVERSITY. QUALIFIED INDIVIDUALS MEETING THE PROFILE AND DESCRIPTION OF THE POSITION WILL BE INVITED TO APPLY, ALTHOUGH THE PRESIDENTIAL NOMINATING COMMITTEE SHALL GIVE SPECIAL CONSIDERATION TO QUALIFIED MEMBERS OF THE SOCIETY OF MARY. (F) THE RECOMMENDATION OF THE PRESIDENTIAL NOMINATING COMMITTEE SHALL BE MADE FIRST TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE SHALL MAKE A RECOMMENDATION OF A CANDIDATE OR CANDIDATES FOR PRESIDENT TO THE MEMBERS OF THE CORPORATION. THE MEMBERS MUST APPROVE THE RECOMMENDATION OF A CANDIDATE OR CANDIDATES BY A MAJORITY VOTE OF THE MEMBERS OF THE CORPORATION AT A MEETING OF WHICH A QUORUM IS PRESENT. THIS APPROVAL SHALL NOT BE UNREASONABLY WITHHELD. WHEN APPROVED BY THE MEMBERS OF THE CORPORATION, THE EXECUTIVE COMMITTEE SHALL SUBMIT THE RECOMMENDATION TO THE BOARD OF TRUSTEES FOR ELECTION OF THE PRESIDENT. (G) THE PRESIDENT SHALL BE ELECTED BY TWO-THIRDS VOTE OF THE TOTAL MEMBERSHIP OF THE BOARD OF TRUSTEES. (H) The President of the University shall be appointed pursuant to (a)-(g) above for a term of three years of office unless otherwise set by the Board of Trustees. (I) For the renewal of the term of the President of the University, the Executive Committee of the Board of Trustees shall do an evaluation of the President and recommend renewal or non-renewal. The President shall be reappointed by majority vote of the total membership of the Board of Trustees. (J) The President may be removed from office at any time by the affirmative vote of two-thirds of the total membership of the Board of Trustees, in accordance with Article 3.3.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersBYLAWS, ARTICLE 3.3 POWERS OF THE MEMBERS OF THE CORPORATION. THE MEMBERS OF THE CORPORATION SHALL ENJOY THE FOLLOWING POWERS: - TO APPROVE AND CHANGE THE BYLAWS OF THE UNIVERSITY UPON RECOMMENDATION OF THE BOARD OF TRUSTEES IN ACCORDANCE WITH ARTICLE 10; - TO APPROVE THE SALE OR TRANSFER OF ANY REAL PROPERTY OF THE UNIVERSITY; - TO DETERMINE THE DISTRIBUTION OF THE ASSETS OF THE UNIVERSITY IN THE EVENT OF ITS DISSOLUTION IN ACCORDANCE WITH ARTICLE 2.4. BYLAWS ARTICLE 2.4 FINANCIAL RESOURCES OF THE UNIVERSITY UPON THE DISSOLUTION OF THE UNIVERSITY OR THE WINDING UP OF ITS AFFAIRS, THE ASSETS OF THE UNIVERSITY SHALL BE DISTRIBUTED EXCLUSIVELY TO THE MARIANIST PROVINCE OF THE UNITED STATES OR ITS SUCCESSORS; IF SUCH DISTRIBUTION IS NOT POSSIBLE OR FEASIBLE, THEN TO THE CHAMINADE FOUNDATION, A NON-PROFIT CORPORATION AND LEGAL PRESENCE OF THE GENERAL ADMINISTRATION OF THE SOCIETY OF MARY IN THE UNITED STATES; IF THE FOREGOING OPTIONS ARE NOT PERMITTED OR FEASIBLE, THEN THE ASSETS SHALL BE DISTRIBUTED EXCLUSIVELY TO CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL ORGANIZATIONS WHICH WOULD THEN QUALIFY UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE REGULATIONS PROMULGATED THERE UNDER AS THEY NOW EXIST OR AS THEY MAY HEREAFTER BE AMENDED.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE UNIVERSITY STAFF PREPARED FORM 990, WHICH WAS REVIEWED INTERNALLY, THEN REVIEWED BY ERNST & YOUNG LLP. A DRAFT OF THIS FORM 990, WITH A REDACTED SCHEDULE B TO ENSURE DONOR PRIVACY AND CONFIDENTIALITY, WAS DISTRIBUTED TO, REVIEWED WITH, AND APPROVED BY THE AUDIT AND ETHICS COMMITTEE OF THE BOARD OF TRUSTEES, THEN MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
Form 990, Part VI, Line 12c Conflict of interest policyTRUSTEES ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE DISCLOSING ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. IF A CONFLICT OF INTEREST IS IDENTIFIED, THAT INDIVIDUAL SHALL NOT VOTE ON SUCH MATTER AND SHALL NOT BE PRESENT AT THE TIME OF THE VOTE. FACULTY WITH ADMINISTRATIVE RESPONSIBILITIES AND STAFF ARE REQUIRED ANNUALLY TO READ AND ACKNOWLEDGE THE UNIVERSITY'S CODE OF CONDUCT. THE CODE REQUIRES REPORTING TO THE EMPLOYEES SUPERVISOR AND/OR THE OFFICE OF HUMAN RESOURCES WHEN AN ISSUE ARISES. MONITORING IS PERFORMED THROUGH THE UNIVERSITYS SYSTEM OF FINANCIAL ACCOUNTING CONTROLS AND BY SUPERVISORY OVERSIGHT.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTHE PRESIDENT'S AND UNIVERSITY OFFICER'S SALARIES ARE REVIEWED EACH FISCAL YEAR AND BENCHMARKED USING THE ANNUAL COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION (CUPA) COMPENSATION STUDY. THE PRESIDENT'S COMPENSATION IS ALSO COMPARED WITH COMPENSATION REPORTED ON FORM 990 OF PEER INSTITUTIONS, REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, THEN REPORTED TO THE BOARD OF TRUSTEES.
Form 990, Part VI, Line 19 Required documents available to the publicAUDITED FINANCIAL REPORTS, GOVERNING DOCUMENTS, FORMS 990, AND POLICIES, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ON THE UNIVERSITY WEBSITE AT WWW.STMARYTX.EDU.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesROTC NON-CASH GRANTS - 720000;
FORM 990, PART I, LINE 1 Description of Organization's Mission or Most Significant ActivitiesST. MARYS UNIVERSITY IS THE FIRST INSTITUTION OF HIGHER LEARNING IN SAN ANTONIO AND THE OLDEST CATHOLIC UNIVERSITY IN TEXAS AND THE SOUTHWEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
SOCIETY OF MARY PROVINCE OF THE US
4425 WEST PINE BLVDST LOUISMO631082301030415363RELIGIOUS ORGMO501(c)(3)1NAfalse
ST MARYS UNIVERSITY SCHOOL OF LAW FDN
2105 CHILTON ROADHOUSTONTX77019204032309SUPPORTTX501(c)(3)Type INAfalse
St Mary's University Alumni Association
One Camino Santa MariaSan AntonioTX782285433741742119SupportTX501(c)(3)Type III-FINAfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd