2025-04-07T15:14:48+00:00 2024-05-31 346565596 ERNST & YOUNG US LLP 425 HOUSTON ST FORT WORTH TX 76102 990 2023-06-01 741143128 St Mary's University STMA 2104363365 ONE CAMINO SANTA MARIA SAN ANTONIO TX 782288504 THOMAS M MENGLER PRESIDENT 2104363365 2025-04-07 true Melva Scott P01207335 8173351900 2025-04-04 2023 2025-03-06 01:10:19Z Winston Erevelles ONE CAMINO SANTA MARIA SAN ANTONIO TX 782288504 258409977 false 0928 X WWW.STMARYTX.EDU X 1926 TX TO FOSTER THE FORMATION OF PEOPLE IN FAITH AND EDUCATE LEADERS FOR THE COMMON GOOD THROUGH COMMUNITY, EDUCATION, AND ACADEMIC EXCELLENCE. SEE SCHEDULE O. 34 33 2011 40 284709 283709 21012127 23798317 122165599 125011887 9761317 31587734 -154792 -78073 152784251 180319865 49621680 51736974 0 0 67349698 70502429 0 0 3043480 38669916 42791335 155641294 165030738 -2857043 15289127 378543307 418363603 42333401 48426963 336209906 369936640 ST. 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. false false 107421801 51736974 107169206 INSTRUCTION, 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. 22206033 5763473 STUDENT 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. 12123092 12079208 AUXILIARY 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. 141750926 true true false false false false false false true true true false false true true true false true true true false false false true false false false true true true false false false false false false false false false false true false false false false true false false false true 304 0 true 2011 true true true false false false false true true false false false false false false X 34 33 false false true false true true true true true false true true false true true true true true true false false TX X LORI SWETE 2104363365 ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 Brother Thomas F Giardino SM Vice Chair of the Board 1.0 0.0 X X 0 0 0 John M Vaught Vice Chair of the Board 1.0 0.0 X X 0 0 0 Lynda M Ellis Chair of the Board 1.0 0.0 X X 0 0 0 Rev Oscar Vasquez SM Chancellor 1.0 0.0 X X 0 0 0 Thomas M Mengler President 40.0 0.0 X X 433042 0 46062 Brother Bernard Ploeger SM Trustee 1.0 0.0 X 0 0 0 Brother Edward Brink SM Trustee 1.0 0.0 X 0 0 0 Brother Francisco Gonzalez SM Trustee 1.0 0.0 X 0 0 0 Brother Jesse O'Neill SM Trustee 1.0 0.0 X 0 0 0 Christopher Martinez Trustee (Start 6/1/23) 1.0 0.0 X 0 0 0 David S Herrmann Trustee 1.0 0.0 X 0 0 0 Ellen F Manzullo Trustee 1.0 0.0 X 0 0 0 Gaston Sosa de la Torre Trustee 1.0 0.0 X 0 0 0 George Hernandez Jr Trustee 1.0 0.0 X 0 0 0 Gordon Schutze Trustee (Start 6/1/23) 1.0 0.0 X 0 0 0 Joe Louis Vela Jr Trustee 1.0 0.0 X 0 0 0 Joseph Diaz Trustee 1.0 0.0 X 0 0 0 Joseph M Ojile Trustee 1.0 0.0 X 0 0 0 Katherine Resteiner Trustee 1.0 0.0 X 0 0 0 Lauro Lopez Jr Trustee 1.0 0.0 X 0 0 0 Leland T Blank Trustee 1.0 0.0 X 0 0 0 Mary Brennan Stich Trustee 1.0 0.0 X 0 0 0 Michael A Schott Trustee 1.0 0.0 X 0 0 0 Michael T Martin Trustee 1.0 0.0 X 0 0 0 RaSheeda C Keir Trustee (Start 6/1/23) 1.0 0.0 X 0 0 0 Ray E Berend Trustee (End 6/5/23) 1.0 0.0 X 0 0 0 Rev Dennis Arechiga SM Trustee 1.0 0.0 X 0 0 0 Rev James Fitz SM Trustee 1.0 0.0 X 0 0 0 Sandee Bryan Marion Trustee 1.0 0.0 X 0 0 0 Sandra E Nannini Trustee 1.0 0.0 X 0 0 0 Sara E Dysart Trustee 1.0 0.0 X 0 0 0 Sister Laura F Leming FMI Trustee 1.0 0.0 X 0 0 0 Steven M Pena Sr Trustee 1.0 0.0 X 0 0 0 Tom Grothues Trustee (Start 6/1/23) 1.0 0.0 X 0 0 0 Yava Scott Trustee 1.0 0.0 X 0 0 0 Aaron C Hanna Vice President, Administration & Finance 40.0 0.0 X 252125 0 31389 Curtis White Vice President, Information Technology 40.0 0.0 X 174878 0 41364 Jason Pierce Provost/Vice President Academic Affairs 40.0 0.0 X 311700 0 42118 Joel Lauer Vice President, University Advancement 40.0 0.0 X 227466 0 50802 John Thompson SM Vice President, Mission 40.0 0.0 X 92700 0 21375 Rosalind Alderman Vice President, Enrollment Management 40.0 0.0 X 156416 0 17415 Ryan Konkright Vice President, Enrollment Management 40.0 0.0 X 131794 0 18272 Timothy Bessler Vice President, Dean of Students 40.0 0.0 X 166605 0 41187 Nancy LaGreca Dean, College of Arts Humanities & Social Sciences 40.0 0.0 X 191370 0 24642 Patricia Roberts Dean, Law School 40.0 0.0 X 333204 0 51173 Rowena Ortiz-Walters Dean, Business School 40.0 0.0 X 272198 0 42958 Teresa Beam Dean, Science, Engineering & Technology 40.0 0.0 X 180262 0 8400 Colin Marks Professor 40.0 0.0 X 232516 0 14008 David Sommer Professor 40.0 0.0 X 252295 0 49853 Robert Piatt Jr Professor 40.0 0.0 X 231206 0 41635 VINCENT JOHNSON PROFESSOR 40.0 0.0 X 217983 0 27765 Zoe Niesel Professor 40.0 0.0 X 215842 0 12335 Aaron Tyler Professor 40.0 0.0 X 169680 0 45181 Leona Pallansch Professor 40.0 0.0 X 148207 0 22128 Stephen Sheppard Professor 40.0 0.0 X 209101 0 39646 William Buhrman Associate Vice President 40.0 0.0 X 161722 0 34868 Winston Erevelles Special Advisor to the President / Dean Emeritus 40.0 0.0 X 191350 0 13384 4953662 0 737960 124 true true false SpawGlass Contractors Inc 9331 Corporate Drive Selma TX 78154 Construction Services 7184188 ARAMARK 27310 Network Place Chicago IL 606731273 Food Service 4921819 EAB PO Box 603519 Charlotte NC 282603519 Consulting Services 740025 Norton Rose Fulbright PO Box 844284 Dallas TX 752844284 Law Services 534461 Ernst & Young LLP 3712 Solutions Center Chicago IL 606773007 Audit & Tax services 476271 35 0 0 126938 1655706 14836537 7179136 239639 23798317 Educational General - Tuition & Fees 611310 109506454 109506454 0 0 Auxiliary Services 611710 12079208 12079208 0 0 Educational Program Fee 611710 1142313 1142313 0 0 Educational Health Insurance 611710 1159807 1159807 0 0 Education and Institutional Fee 611710 1124105 1124105 0 0 0 0 0 0 125011887 9737242 0 76777 9660465 0 0 0 0 0 0 0 0 183428 0 205516 0 -22088 0 -22088 0 0 -22088 99398908 207932 77756348 0 21642560 207932 21850492 0 207932 21642560 72263 126938 128248 -55985 0 -55985 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 180319865 125011887 284709 31224952 51736974 51736974 2590992 887679 1249302 454011 54472488 46313753 6669064 1489671 2255042 1809955 375721 69366 7372355 5581726 1527948 262681 3811552 3107990 585321 118241 5667979 5255574 388088 24317 436109 29964 406145 0 433107 9700 423407 0 1001560 1001560 0 0 0 0 1312985 608027 458865 246093 5207735 3720661 1419222 67852 1987709 1549078 412826 25805 1602284 1036879 505753 59652 6487542 5467685 1019665 192 2139472 2049928 46677 42867 2657022 2075401 550945 30676 1197435 1177105 20330 0 6072506 5261097 809875 1534 1875985 1256554 619431 Academic Programs 1904513 1383677 413092 107744 Program & Events 1435587 1037003 355806 42778 Improvements 745962 394516 351446 0 Bad Debt 625843 0 625843 0 0 0 0 0 165030738 141750926 20236332 3043480 0 33596048 42278892 3350934 4849582 3714458 5108478 0 0 0 0 1238280 934356 1278813 1125682 259437848 147788505 104279410 111649343 154555224 174240937 76530140 78176333 0 0 0 378543307 418363603 10070534 8842161 3145040 3315569 27100000 34538298 0 0 2017827 1730935 42333401 48426963 X 150061263 158142985 186148643 211793655 336209906 369936640 378543307 418363603 X 15289127 17717607 720000 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 235365567 2235307 38356251 6359446 6569717 263027962 233509022 4031824 8628613 5220900 5582992 235365567 251418163 3537182 -11631419 4733800 5081104 233509022 200145000 3689420 57114842 4557400 4973699 251418163 196463000 4477000 8793000 4865000 4723000 200145000 0.26 0.39 0.35 true false 632750 632750 136004953 63985083 72019870 0 0 25197273 22109645 3087628 97602872 61693777 35909095 111649343 U.S. EQUITIES FUND 11461003 F US REAL ESTATE TRUST 7627047 F CREDIT LONG-SHORT HEDGE FUND 8599902 F MULTI-STRATEGY HEDGE FUNDS 29939192 F MULTI-STRATEGY PRIVATE EQUITY 20549189 F 78176333 U.S Government advances for student loans 1730935 1730935 X 146018938 17717607 720000 18437607 127581331 1001560 51736974 52738534 180319865 112292204 0 0 112292204 1001560 51736974 52738534 165030738 Schedule D, Part V, Line 4 Intended uses of endowment funds THE 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) footnote THE 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 990 ROTC & NON-CASH GRANTS - 720000 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements SCHOLARSHIPS - 51736974 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements SCHOLARSHIPS - 51736974 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY THE 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 GOVERNMENT FINANCIAL 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. true Central America and the Caribbean 0 2 Program Services Education Program 44220 Europe (Including Iceland and Greenland) 0 13 Program Services Education Program 379103 East Asia and the Pacific 0 2 Program Services Education Program 42416 Central America and the Caribbean Investments 3217453 0 17 0 0 0 17 3683192 0 3683192 true false false true true false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds ACCOUNTING 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 statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual Law Distinguished Graduate Dinner 107751 55532 52219 15984 81737 10948 Golf Tournament 91450 71406 20044 4491 8398 4895 1795 0 199201 126938 72263 4491 24382 86632 12743 128248 -55985 true Educational grants, scholarships & tuition discounts 2774 51736974 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. INSTITUTIONAL 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. X X true true X X X X false false false false false false false false false Thomas M Mengler President 433042 0 0 0 0 0 22500 0 23562 0 479104 0 0 0 William Buhrman Associate Vice President 161722 0 0 0 0 0 11897 0 22971 0 196590 0 0 0 Aaron C Hanna Vice President, Administration & Finance 252125 0 0 0 0 0 18025 0 13364 0 283514 0 0 0 Curtis White Vice President, Information Technology 174878 0 0 0 0 0 13086 0 28278 0 216242 0 0 0 Jason Pierce Provost/Vice President Academic Affairs 311700 0 0 0 0 0 12658 0 29460 0 353818 0 0 0 Timothy Bessler Vice President, Dean of Students 166605 0 0 0 0 0 9038 0 32149 0 207792 0 0 0 Rosalind Alderman Vice President, Enrollment Management 156416 0 0 0 0 0 5480 0 11935 0 173831 0 0 0 Joel Lauer Vice President, University Advancement 227466 0 0 0 0 0 17003 0 33799 0 278268 0 0 0 Ryan Konkright Vice President, Enrollment Management 131794 0 0 0 0 0 6370 0 11902 0 150066 0 0 0 Winston Erevelles Special Advisor to the President / Dean Emeritus 191350 0 0 0 0 0 13384 0 0 0 204734 0 0 0 Rowena Ortiz-Walters Dean, Business School 272198 0 0 0 0 0 19827 0 23131 0 315156 0 0 0 Patricia Roberts Dean, Law School 333204 0 0 0 0 0 20224 0 30949 0 384377 0 0 0 Nancy LaGreca Dean, College of Arts Humanities & Social Sciences 191370 0 0 0 0 0 0 0 24642 0 216012 0 0 0 Teresa Beam Dean, Science, Engineering & Technology 180262 0 0 0 0 0 8400 0 0 0 188662 0 0 0 Leona Pallansch Professor 148207 0 0 0 0 0 9800 0 12328 0 170335 0 0 0 Stephen Sheppard Professor 209101 0 0 0 0 0 11075 0 28571 0 248747 0 0 0 Aaron Tyler Professor 169680 0 0 0 0 0 11899 0 33282 0 214861 0 0 0 Robert Piatt Jr Professor 231206 0 0 0 0 0 16873 0 24762 0 272841 0 0 0 David Sommer Professor 252295 0 0 0 0 0 16296 0 33557 0 302148 0 0 0 Colin Marks Professor 232516 0 0 0 0 0 12764 0 1244 0 246524 0 0 0 Zoe Niesel Professor 215842 0 0 0 0 0 1751 0 10584 0 228177 0 0 0 VINCENT JOHNSON PROFESSOR 217983 0 0 0 0 0 14608 0 13157 0 245748 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use THE 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 fees THE 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. A CITY OF OLMOS PARK TEXAS HIGHER EDU FAC CORP 521830279 XXXXXXXXX 2007-12-13 8500000 RESIDENCE HALL CONSTRUCTION false false false B CITY OF OLMOS PARK TEXAS HIGHER EDU FAC CORP 521351505 XXXXXXXXX 2016-09-30 25000000 RESIDENCE HALL CONSTRUCTION false false false C CITY OF OLMOS PARK TEXAS HIGHER EDU FAC CORP 050587302 XXXXXXXXX 2020-06-29 6290000 REFUNDING SERIES 2008 REVENUE BONDS false false false D CITY OF SAN ANTONIO TEXAS EDU FACILITIES CORP 521351505 XXXXXXXXX 2022-12-12 15000000 ACADEMIC BUILDING CONSTRUCTION false false false A 5840000 8651557 145975 8505582 2009 false false true true B 7000000 25000000 145618 24854382 2017 false false true true C 1920000 6290000 119914 6170086 2020 true false true true D 206702 9715000 9715000 2024 false false true true A false false false false 0.0 false false true B false false false false 0.0 false false true C false false false false 0.0 false false true D false false false false 0.0 false false true A false false false true false false false false true B false false true false true false false false true C false true false false false false false false true D false false true false true false false false true A true B true C true D true Schedule K, Part I, Column (e) Part I, Row A, Column (e) and Part II, Column (a) 2007 Bond, Line 3 THE 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 Bond BOND 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 3 The 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. X 4 239639 Other - AVG HIGH & LOW PRICE 0 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions ST. 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 contributions Securities - Publicly traded - THE AMOUNTS REPORTED IN COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED. Form 990, Part VI, Line 4 Significant changes to organizational documents St 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 stockholders THE 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 body THE 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 stockholders BYLAWS, 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 body THE 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 policy TRUSTEES 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 official THE 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 public AUDITED 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 balances ROTC NON-CASH GRANTS - 720000; FORM 990, PART I, LINE 1 Description of Organization's Mission or Most Significant Activities ST. MARYS UNIVERSITY IS THE FIRST INSTITUTION OF HIGHER LEARNING IN SAN ANTONIO AND THE OLDEST CATHOLIC UNIVERSITY IN TEXAS AND THE SOUTHWEST. SOCIETY OF MARY PROVINCE OF THE US 4425 WEST PINE BLVD ST LOUIS MO 631082301 030415363 RELIGIOUS ORG MO 501(c)(3) 1 NA false ST MARYS UNIVERSITY SCHOOL OF LAW FDN 2105 CHILTON ROAD HOUSTON TX 77019 204032309 SUPPORT TX 501(c)(3) Type I NA false St Mary's University Alumni Association One Camino Santa Maria San Antonio TX 782285433 741742119 Support TX 501(c)(3) Type III-FI NA false false false true false false false false false false false false false false false false false false false false