2022-05-14T07:24:55-05:00 2021-06-30 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2020-07-01 740877330 SAINT MARY'S HALL INC SAIN 2104839100 9401 STARCREST DRIVE SAN ANTONIO TX 78217 MS VICTORIA BATES CHIEF FINANCIAL OFFICER 2104839100 2022-05-12 1 MS VICTORIA BATES 999009999 JOSEPHINE BEHREND P00715390 2108286281 2022-05-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MR LEN MILLER 9401 STARCREST DRIVE SAN ANTONIO TX 78217 87248157 0 X WWW.SMHALL.ORG X 1879 TX THE MISSION OF SAINT MARY'S HALL IS TO PREPARE OUR STUDENTS FOR SUCCESS IN COLLEGE AND FULFILLMENT IN LIFE. 19 19 366 150 56032 45296 1391508 1351457 21532849 18988044 4250048 4111564 889161 978694 28063566 25429759 1902956 1646375 0 0 17606114 16671666 0 0 1546725 7422451 8242283 26931521 26560324 1132045 -1130565 128500252 140337506 4661722 4920648 123838530 135416858 X THE MISSION OF SAINT MARY'S HALL IS TO PREPARE OUR STUDENTS FOR SUCCESS IN COLLEGE AND FULFILLMENT IN LIFE. 0 0 21944542 1646375 19487629 SAINT MARY'S HALL IS AN INDEPENDENT CO-EDUCATIONAL INSTITUTION SERVING APPROXIMATELY 850 STUDENTS FROM MONTESSORI THROUGH FORM 12. SAINT MARY'S HALL EDUCATION ENCOURAGES A LIFELONG LOVE OF LEARNING IN AN ENVIRONMENT OF RESPECT, RESPONSIBILITY, COURAGE, COMPASSION AND INTEGRITY. SAINT MARY'S HALL IS AMONG THE FINEST COLLEGE PREPARATORY SCHOOLS IN THE COUNTRY. WE ARE DEDICATED TO A CONTINUUM OF EXCELLENCE IN EDUCATION, BEGINNING WITH EARLY CHILDHOOD LEARNING IN OUR MONTESSORI AND KINDERGARTEN PROGRAM, CONTINUING THROUGH LOWER SCHOOL AND MIDDLE SCHOOL, AND CULMINATING IN OUR COMPREHENSIVE COLLEGE PREPARATORY PROGRAM IN UPPER SCHOOL. OVERALL, THE SAINT MARY'S HALL PROGRAM SEEKS TO PROVIDE EACH STUDENT WITH AN OPPORTUNITY TO ATTAIN HIS OR HER PERSONAL BEST. THE SPECIFIC OBJECTIVE OF A SAINT MARY'S HALL EDUCATION IS TO COMBINE MORAL AND CHARACTER-BUILDING GOALS WITH ACADEMIC, ATHLETIC AND ARTISTIC GOALS. 21944542 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 81 0 1 366 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X MS VICTORIA BATES 2104839100 9401 STARCREST DRIVE SAN ANTONIO TX 78217 X MRS CARLA ALVAREZ BROZOVICH ASSISTANT SECRETARY 1.00 1.00 X X 0 0 0 MR ANATOLIO B CRUZ III TREASURER 1.00 1.00 X X 0 0 0 MR DAVID N KELLEHER ASSISTANT SECRETARY 1.00 1.00 X X 0 0 0 MRS WHITNEY SOLCHER MILLER ASSISTANT TREASURER 1.00 1.00 X X 0 0 0 MR RICARDO R REYNA VICE CHAIR 1.00 1.00 X X 0 0 0 MRS KAREN LEE ZACHRY SECRETARY 1.00 1.00 X X 0 0 0 MR CURTIS T VAUGHAN III CHAIR 1.00 1.00 X X 0 0 0 DR MAURALIDHAR BEERAM TRUSTEE 1.00 0.00 X 0 0 0 MR KENNETH BETHUNE TRUSTEE 1.00 0.00 X 0 0 0 MRS ELISE R BOYAN TRUSTEE 1.00 0.00 X 0 0 0 MRS KATHERINE E DAVID TRUSTEE 1.00 0.00 X 0 0 0 MR JAMES T KNIESTEDT TRUSTEE 1.00 0.00 X 0 0 0 MR CHRISTOPHER J PETTIT TRUSTEE 1.00 0.00 X 0 0 0 MS EMILIE H PETTY TRUSTEE 1.00 0.00 X 0 0 0 DR BENJAMIN E TUBB TRUSTEE 1.00 0.00 X 0 0 0 MR JEFFREY M VANCE TRUSTEE 1.00 0.00 X 0 0 0 MR EDWARD H AUSTIN JR TRUSTEE EMERITUS 1.00 0.00 X 0 0 0 MR RONALD J HERRMANN TRUSTEE EMERITUS 1.00 0.00 X 0 0 0 MRS KAREN J HIXON TRUSTEE EMERITA 1.00 0.00 X 0 0 0 MRS CONNIE MCCOMBS MCNAB TRUSTEE EMERITA 1.00 0.00 X 0 0 0 DR HOUSTON K FROST TRUSTEE 1.00 0.00 X 0 0 0 MRS EMILY M JONES TRUSTEE 1.00 0.00 X 0 0 0 DR SOAD L MICHELSEN TRUSTEE 1.00 0.00 X 0 0 0 MS VICTORIA BATES CHIEF FINANCIAL OFFICER 40.00 1.00 X 310234 0 24735 MR LEONARD MILLER HEAD OF SCHOOL - EFFECTIVE 7/1/20 40.00 1.00 X 294094 0 18667 MS CAMILLA HANNAH HEAD COMMUNITY ENGMNT - UNTIL 6/30/20 40.00 0.00 X 110171 0 13511 MR DOM SMITH DIRECTOR OF FACILITIES 40.00 0.00 X 149671 0 12096 MR MICHAEL HARRIMAN CHEIF TECHNOLOGY OFFICER 40.00 0.00 X 145831 0 9256 MS KHRISTI BATES HEAD OF LOWER SCHOOL 40.00 0.00 X 141384 0 9045 MR JIM BOB WOMACK ASST HEAD SCHOOL - EFFECTIVE 7/1/20 40.00 0.00 X 112370 0 9708 MR JONATHAN EADES FMR HEAD OF SCHOOL - UNTIL 6/30/2020 40.00 1.00 X 240948 0 27978 1504703 0 124996 24 1 1 0 SAGE DINING SERVICES 1402 YORK ROAD STE 100 LUTHERVILLE MD 21093 FOOD SERVICES 856050 SMITH PROTECTIVE SERVICES INC PO BOX 802649 DALLAS TX 75380 SECURITY 199235 DYKEMA COX SMITH PLLC 112 E PECAN ST SUITE 1800 SAN ANTONIO TX 782051521 LEGAL 184821 GREAT DESTINATIONS 12980 FAWNS DELL PLACE FISHERS IN 46038 TRAVEL/EDUCATION 138970 XEROX FINANCIAL SERVICE LLC PO BOX 202882 DALLAS TX 753202882 COPYING AND PRINTING 110508 5 38340 1313117 1351457 TUITION 611600 18986296 18986296 OTHER SCHOOL EVENTS 611600 1748 1748 18988044 940880 10247 930633 459334 459334 22029 0 22029 22029 22029 64642343 7513 61475415 3757 3166928 3756 3170684 45785 3124899 0 38340 2254 -2254 -2254 455673 336972 118701 118701 MISC. REVENUE-RELATED-990 611600 380884 380884 380884 25429759 19487629 56032 4534641 1646375 1646375 775903 139759 566265 69879 13203072 12029307 508713 665052 763252 678365 41858 43029 1017715 892380 68830 56505 911724 784231 75493 52000 179296 179296 209333 209333 78431 78431 214537 214537 174503 174503 209437 32127 177310 189879 59666 108803 21410 1027299 585207 284925 157167 35181 35181 73362 62879 5909 4574 2666810 2226471 273352 166987 356381 356381 UNRELATED BUSINESS INCO 2839 2839 FOOD SERVICES 805224 805224 NET ASSETS RELEASED FRO 766239 766239 OTHER MISCELLANEOUS EXP 296626 251280 14315 31031 956906 593470 261655 101781 26560324 21944542 3069057 1546725 1469554 1142392 3399538 4324623 1824200 1531073 1091731 1371147 433516 392692 211876 403499 86425489 41786983 47042131 44638506 72403379 85873508 624327 660066 128500252 140337506 1823628 1699674 2468420 2960340 369674 260634 4661722 4920648 X 74778676 75031394 49059854 60385464 123838530 135416858 128500252 140337506 -1130565 12708893 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53428809 55672 15500523 2381270 527509 111288 65964937 56327178 157568 299544 623552 2372824 359105 53428809 60124995 1351405 2498987 533812 6067217 1047181 56327177 55108566 604675 4922333 485615 24964 60124995 47269260 908338 7530970 464887 135115 55108566 0.09989 0.56145 0.33867 1 0 87567 377974 465541 72978508 30122249 42856259 12981440 11664734 1316706 44638506 STOCKS, MUTUAL FUNDS, AND PRIVATE EQUITY 85873508 F 85873508 CUSTODIAN HELD FUNDS 260634 260634 X 36701816 12708893 99506 12808399 23893417 214537 1321805 1536342 25429759 25123488 99506 99506 25023982 214537 1321805 1536342 26560324 PART V, LINE 4: EARNINGS ON ENDOWED FUNDS ARE USED BY THE ORGANIZATION TO SUPPORT OPERATIONS. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS ACTIVITIES. AS SUCH, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. UNCERTAIN TAX PROVISIONS, IF ANY, ARE RECORDED IN ACCORDANCE WITH ACCOUNTING GUIDANCE FOR INCOME TAXES, WHICH REQUIRES THE RECOGNITION OF A LIABILITY FOR TAX PROVISIONS TAKEN THAT DO NOT MEET THE MORE LIKELY THAN NOT STANDARD THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THERE IS NO LIABILITY FOR UNCERTAIN TAX POSITIONS RECORDED AT JUNE 30, 2021 AND 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: SAPIENS RENTAL ACTIVITY 99,506. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES NETTED INTO REVENUE ON THE AUDITED FS 1,321,805. PART XII, LINE 2D - OTHER ADJUSTMENTS: SAPIENS RENTAL ACTIVITY 99,506. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES NETTED INTO REVENUE ON THE AUDITED FS 1,321,805. PART V, LINE 1E AND 1F THE ORGANIZATION MADE A CORRECTION OF AMOUNTS APPROPRIATED FROM THE ENDOWMENT IN THE CURRENT YEAR. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 SAINT MARY'S HALL, INC. POLICIES ARE PUBLISHED IN ITS ENROLLMENT BROCHURE, THE STUDENT HANDBOOK, THE NEWSPAPER AND THE WEBPAGE. ANY ADVERTISING IN MAGAZINES ALSO DISCLOSES THE NONDISCRIMINATORY POLICY. FUNDRAISER - PASSPORT 2021 38340 38340 857 1397 38340 38340 857 1397 2254 -2254 1 NEED BASED FINANCIAL AID 148 982325 N/A N/A MERIT BASED SCHOLARSHIPS 25 339480 N/A N/A FACULTY/STAFF TUITION REMISSION 28 324570 N/A N/A PART I, LINE 2: THE ORGANIZATION USES AN INDEPENDENT SERVICE COMPANY WHERE STUDENTS' PARENTS ENTER ALL FINANCIAL INFORMATION. THE SERVICE CALCULATES THEIR NEED AND PROVIDES A REPORT TO THE ORGANIZATION. FINANCIAL AID IS GRANTED TO QUALIFYING APPLICANTS. THE OFFICE OF ADMISSIONS MONITORS SCHOLARSHIP RECIPIENTS TO MAKE SURE THE INDIVIDUALS MEET SPECIFIC QUALIFICATIONS BASED ON THE FINANCIAL AID AWARDED. THERE IS ALSO A SCHOLARSHIP AND FINANCIAL AID COMMITTEE. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 MS VICTORIA BATES CHIEF FINANCIAL OFFICER 278998 0 30000 0 1236 0 15943 0 8792 0 334969 0 0 0 MR LEONARD MILLER HEAD OF SCHOOL - EFFECTIVE 7/1/20 203298 0 60540 0 30256 0 7500 0 11167 0 312761 0 0 0 MR JONATHAN EADES FMR HEAD OF SCHOOL - UNTIL 6/30/2020 192438 0 48420 0 90 0 14880 0 13098 0 268926 0 0 0 MR DOM SMITH DIRECTOR OF FACILITIES 141175 0 7000 0 1496 0 11888 0 208 0 161767 0 0 0 MR MICHAEL HARRIMAN CHEIF TECHNOLOGY OFFICER 142544 0 2500 0 787 0 9045 0 211 0 155087 0 0 0 MS KHRISTI BATES HEAD OF LOWER SCHOOL 137994 0 2500 0 890 0 6644 0 2401 0 150429 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES A MINIMAL DISCRETIONARY SPENDING ACCOUNT FOR THE HEAD OF SCHOOL TO BE USED FOR BUSINESS RELATED EXPENSES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE, WHICH IS MADE UP OF SEVERAL BOARD MEMBERS. A COMPLETE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, ALL BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT. IF THERE IS A CONFLICT OF INTEREST, THE BOARD IS MADE AWARE OF THIS AND THE BOARD MEMBER INVOLVED IS PROHIBITED FROM SPEAKING OR VOTING ON RELATED ISSUES. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE HEAD OF SCHOOL'S COMPENSATION STARTS WITH A REQUEST FOR INDEPENDENT SCHOOL ASSOCIATION OF THE SOUTHWEST ("ISAS") SALARY INFORMATION, NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS ("NAIS") SALARY INFORMATION, AND COMPARABLE DATA FOR SIMILAR SCHOOLS. THE EXECUTIVE COMMITTEE DETERMINES THE HEAD OF SCHOOL'S SALARY AND BONUS AFTER REVIEW OF THE INFORMATION AND REVIEW OF THE HEAD OF SCHOOL'S EVALUATION AND LEVEL OF ACCOMPLISHMENT OF THE YEARLY GOALS ESTABLISHED BY THE BOARD OF TRUSTEES. THE HEAD OF SCHOOL IS NOT PRESENT DURING DELIBERATIONS AND IS SUBSEQUENTLY INFORMED REGARDING ANY SALARY AND/OR BONUS ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: THE BOARD OF TRUSTEE MEMBERS DESIGNATED WITH THE TRUSTEE EMERITUS TITLE DO NOT HAVE VOTING RIGHTS. HOWEVER, THESE INDIVIDUALS ARE CONSIDERED PART OF THE GOVERNING BODY. SAPIENS MANAGEMENT CORPORATION 9401 STARCREST DRIVE SAN ANTONIO TX 78217 742964557 HOLDING COMPANY TX 501(C)(2) 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 SAPIENS MANAGEMENT CORPORATION D 502424 FMV