2021-04-20T14:43:26-05:00 2020-06-30 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2019-07-01 740877330 SAINT MARY'S HALL INC SAIN 2104839100 9401 STARCREST DRIVE SAN ANTONIO TX 78217 MS VICTORIA BATES CHIEF FINANCIAL OFFICER 2104839100 2021-04-20 1 JOSEPHINE BEHREND P00715390 2108286281 2021-04-20 2019 2022-09-23 18:48:47Z MR LEN MILLER 9401 STARCREST DRIVE SAN ANTONIO TX 78217 72884434 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. 20 20 426 250 0 12504 3293474 1391508 22897168 21532849 1453078 4250048 472435 889161 28116155 28063566 1921316 1902956 0 0 16970121 17606114 0 0 1683922 8548378 7422451 27439815 26931521 676340 1132045 131326596 128500252 5440193 4661722 125886403 123838530 X THE MISSION OF SAINT MARY'S HALL IS TO PREPARE OUR STUDENTS FOR SUCCESS IN COLLEGE AND FULFILLMENT IN LIFE. 0 0 22283080 1902956 21674193 SAINT MARY'S HALL IS AN INDEPENDENT CO-EDUCATIONAL INSTITUTION SERVING APPROXIMATELY 1,000 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. 22283080 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 1 0 1 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 1 107 0 1 426 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X MS VICTORIA BATES 2104839100 9401 STARCREST DRIVE SAN ANTONIO TX 78217 X MR JONATHAN EADES HEAD OF SCHOOL 40.00 1.00 X 468308 0 54366 MS VICTORIA BATES CHIEF FINANCIAL OFFICER 40.00 1.00 X 249617 0 24867 MS CAMILLA HANNAH HEAD OF COMMUNITY ENGAGEMENT 40.00 0.00 X 212634 0 26279 MS TRUDY HAMILTON HEAD OF MIDDLE SCHOOL DEAN OF FACULTY 40.00 0.00 X 176659 0 27525 MR DOM SMITH DIRECTOR OF FACILITIES 40.00 0.00 X 150889 0 11744 MR MICHAEL HARRIMAN CHEIF TECHNOLOGY OFFICER 40.00 0.00 X 148136 0 8986 MS KHRISTI BATES HEAD OF LOWER SCHOOL 40.00 0.00 X 132612 0 12062 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 SECRETARY 1.00 1.00 X X 0 0 0 MRS WHITNEY SOLCHER MILLER ASSISTANT SECRETARY 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 ASSISTANT TREASURER 1.00 1.00 X X 0 0 0 MR CURTIS T VAUGHAN III CHAIR 1.00 1.00 X X 0 0 0 MRS KATHLEEN LEFLORE IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 MR OMAR G ALVAREZ TRUSTEE 1.00 0.00 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 GARY SCOTT HARRIS TRUSTEE 1.00 0.00 X 0 0 0 MR JAMES T KNIESTEDT TRUSTEE 1.00 0.00 X 0 0 0 MRS AIMEE JEFFERS LOCKE 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 MRS ALLISON ZELLER TRUSTEE 1.00 0.00 X 0 0 0 MR EDWARD H AUSTIN JR TRUSTEE EMERITUS 1.00 0.00 X 0 0 0 DR RONALD K CALGAARD 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 1538855 0 165829 13 1 1 0 SAGE DINING SERVICES 1402 YORK ROAD STE 100 LUTHERVILLE MD 210936018 OUTSIDE FOOD SERVICE 1068086 GUIDO BROTHERS CONSTRUCTION CO INC 8526 VIDOR AVENUE SAN ANTONIO TX 78216 CONSTRUCTION 238472 SMITH PROTECTIVE SERVICES INC PO BOX 802649 DALLAS TX 753802649 SECURITY 188537 DOCUMATION 4560 LOCKHILL SELMA ROAD STE 100 SAN ANTONIO TX 782492076 COPYING AND PRINTING 123434 REYNOLDS COMPANY 1117 ANTLER DRIVE SCHERTZ TX 78154 ROAD REPAIRS 113275 7 57800 1333708 1391508 TUITION 611600 21331441 21331441 OTHER SCHOOL EVENTS 611600 201408 201408 21532849 1578074 1578074 710950 710950 39770 0 39770 39770 39770 46987866 19095 44309403 25584 2678463 -6489 2671974 2671974 0 57800 2903 -2903 -2903 605907 482978 122929 122929 MISC. REVENUE-RELATED-990 611600 18415 18415 18415 28063566 21674193 0 4997865 1902956 1902956 774782 140069 564678 70035 13849366 12102686 882651 864029 785198 688648 48129 48421 1185906 1011906 99412 74588 1010862 849325 97148 64389 91476 91476 128916 128916 66985 66985 222131 222131 150204 150204 154198 21205 132993 91696 63046 4769 23881 789315 602220 117381 69714 86533 76290 10037 206 99635 87106 2518 10011 2889376 2398307 297285 193784 262816 262816 FOOD SERVICES 645732 645732 NET ASSETS RELEASED FRO 472797 472797 OTHER MISCELLANEOUS EXP 326986 257649 39340 29997 CURRICULUM 300522 300522 643133 399800 141459 101874 26931521 22283080 2964519 1683922 883034 1469554 5851682 3399538 1959270 1824200 1056175 1091731 560036 433516 192459 211876 86185639 39143508 48815254 47042131 71422625 72403379 586061 624327 131326596 128500252 2092464 1823628 3031230 2468420 316499 369674 5440193 4661722 X 73890352 74778676 51996051 49059854 125886403 123838530 131326596 128500252 1132045 -3179918 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 49815077 623601 -1627662 495976 1045780 47269260 0.10970 0.69340 0.19690 1 0 87567 377974 465541 72823052 27938224 44884828 12897046 11205284 1691762 47042131 STOCKS, MUTUAL FUNDS, AND PRIVATE EQUITY 72403379 F 72403379 CUSTODIAN HELD FUNDS 369674 369674 23291426 -3179918 92445 -3087473 26378899 222131 1462536 1684667 28063566 25339299 92445 92445 25246854 222131 1462536 1684667 26931521 PART V, LINE 4: EARNINGS ON ENDOWED FUNDS ARE USED BY THE ORGANIZATION TO SUPPORT OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SAPIENS RENTAL ACTIVITY 92,445. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES NETTED INTO REVENUE ON THE AUDITED FS 1,462,536. PART XII, LINE 2D - OTHER ADJUSTMENTS: SAPIENS RENTAL ACTIVITY 92,445. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES NETTED INTO REVENUE ON THE AUDITED FS 1,462,536. 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. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 19440 0 0 0 0 0 0 19440 0 19440 0 0 0 0 0 0 PART III ACCOUNTING METHOD: ATHLETICS GOLF TOURNAMENT 57800 57800 1000 1903 57800 57800 1000 1903 2903 -2903 1 NEED BASED FINANCIAL AID 120 1161856 0 N/A N/A MERIT BASED SCHOLARSHIPS 19 300680 0 N/A N/A FACULTY/STAFF TUITION REMISSION 26 440420 0 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 MR JONATHAN EADES HEAD OF SCHOOL 409958 0 58350 0 0 0 28220 0 26146 0 522674 0 0 0 MS VICTORIA BATES CHIEF FINANCIAL OFFICER 238797 0 10100 0 720 0 14606 0 10261 0 274484 0 0 0 MS CAMILLA HANNAH HEAD OF COMMUNITY ENGAGEMENT 205714 0 6200 0 720 0 16776 0 9503 0 238913 0 0 0 MS TRUDY HAMILTON HEAD OF MIDDLE SCHOOL DEAN OF FACULT 173659 0 3000 0 0 0 14385 0 13140 0 204184 0 0 0 MR DOM SMITH DIRECTOR OF FACILITIES 144889 0 6000 0 0 0 11542 0 202 0 162633 0 0 0 MR MICHAEL HARRIMAN CHEIF TECHNOLOGY OFFICER 146636 0 1500 0 0 0 8782 0 204 0 157122 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 A, LINE 4 ARTICLE 6.03 OF THE BYLAWS WERE AMENDED TO READ - IN THE EVENT OF A PENDING OR PERMANENT VACANCY IN THE OFFICE OF THE HEAD OF SCHOOL, THE BOARD SHALL ELECT A REPLACEMENT FROM CANDIDATES SUBMITTED FOR CONSIDERATION BY A SPECIAL SEARCH COMMITTEE FORMED IN ACCORDANCE WITH ARTICLE 5 OF THESE BYLAWS. PROVIDED, HOWEVER, NOTHWITHSTANDING ARTICLE 5.09, THE HEAD OF SCHOOL SHALL NOT SERVE ON THE SERACH COMMITTEE. AN AFFIRMATIVE VOTE OF AT LEAST TWO-THIRDS OF THE BOARD IS REQUIRED FOR APPOINTMENT. 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 458500 FMV