2020-03-31T21:43:22-05:00 2019-05-31 ERNST & YOUNG US LLP 425 HOUSTON ST STE 600 FORT WORTH TX 76102 990 2018-06-01 741143128 St Mary's University % MIchael Sala Controller STMA 2104363414 One Camino Santa Maria San Antonio TX 782288504 Aaron C Hanna Interim VP-Administr 2104363414 2020-03-31 Melva Scott P01207335 8173351900 2020-03-31 70.162.82.4 74721920200915000000 2020-03-31 P E94FFBFEF556666C2017410EF3F1708D338ADEDF E94FFBFEF556666C2017410EF3F1708D338ADEDF 2018 2020-09-22 18:59:49Z Thomas M Mengler One Camino Santa Maria San Antonio TX 782288504 203663664 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 2254 36 0 0 20147202 17693900 117436509 121698845 15033004 25827727 19178 71327 152635893 165291799 44207196 46269214 0 0 67561267 68586461 0 0 3605217 36137140 37081000 147905603 151936675 4730290 13355124 361919805 352569128 66972361 60787164 294947444 291781964 X SEE SCHEDULE O. false false 100371139 46269214 102949802 Instruction, academic support, research and student scholarships: St. Mary's University is committed to academic excellence and student outcomes. Academic achievement, sense of community and holistic learning are part of what sets a St. Mary's education apart. With an enrollment of 3648 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 doctoral degree, 5 law programs and 6 graduate certificate options. 18357964 0 5551132 Student and community service programs: St. Mary's 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. 12982056 0 13197911 Auxiliary Enterprises: St. Mary's University offers 12 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 book store. 131711159 true true false false false false false false false true true true false false true true false true 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 true true true false false false true 240 0 true 2254 true false false false false false true true true false false false false true X 34 33 false false false false true true true true true false true true true true true true true true true false false X X MIchael Sala Controller 2104363214 One Camino Santa Maria San Antonio TX 78228 Michael A Schott CHAIR OF THE BOARD 1.0 0.0 X X 0 0 0 Leticia Contreras Vice Chairperson 1.0 0.0 X X 0 0 0 Christopher R Martinez Vice Chairperson 1.0 0.0 X X 0 0 0 Thomas M Mengler JD President 40.0 0.0 X X 414221 0 43203 Rev Oscar Vasquez SM Chancellor 1.0 0.0 X X 0 0 0 Charles T Barret Jr Vice Chairperson(TERM 06/2018) 1.0 0.0 X X 0 0 0 Rev Martin A Solma SM Chancellor (Term 06/2018) 1.0 0.0 X X 0 0 0 Rev Dennis Arechiga Trustee 1.0 0.0 X 0 0 0 Martin D Beirne JR JD Trustee 1.0 0.0 X 0 0 0 Brother Reinaldo Berrios SM Trustee 1.0 0.0 X 0 0 0 David W Biegler Trustee 1.0 0.0 X 0 0 0 Brother Edward Brink SM Trustee 1.0 0.0 X 0 0 0 Raymond Carvajal RPH Trustee 1.0 0.0 X 0 0 0 David C Dickson Trustee 1.0 0.0 X 0 0 0 Walter D Downing Jr Trustee 1.0 0.0 X 0 0 0 Lynda M Ellis Trustee 1.0 0.0 X 0 0 0 Kelley Frost PHD Trustee 1.0 0.0 X 0 0 0 Brother Thomas F Giardino SM Trustee (EFF 06/2018) 1.0 0.0 X 0 0 0 Gisela Girard Trustee 1.0 0.0 X 0 0 0 Paula Gold-Williams Trustee (EFF 06/2018) 1.0 0.0 X 0 0 0 George Hernandez Jr Trustee (EFF 06/2018) 1.0 0.0 X 0 0 0 David Herrmann JD Trustee 1.0 0.0 X 0 0 0 Peter E Hosey Trustee 1.0 0.0 X 3750 0 0 Steven D Jansma JD Trustee 1.0 0.0 X 0 0 0 Sister Laura Leming FMI PHD Trustee (EFF 06/2018) 1.0 0.0 X 0 0 0 Lauro Lopez Jr Trustee 1.0 0.0 X 0 0 0 Ellen Manzullo MD Trustee (EFF 06/2018) 1.0 0.0 X 0 0 0 Michael T Martin Trustee (EFF 06/2018) 1.0 0.0 X 0 0 0 Michael J Martinez Trustee (EFF 06/2018) 1.0 0.0 X 0 0 0 Brother Ronald Overman SM Trustee 1.0 0.0 X 0 0 0 Brother Bernard Ploeger SM Trustee (EFF 08/2018) 1.0 0.0 X 0 0 0 Kenneth S Saks JD Trustee 1.0 0.0 X 0 0 0 Gaston M Sosa Trustee (EFF 06/2018) 1.0 0.0 X 0 0 0 Rev John Thompson SM Trustee 1.0 0.0 X 0 0 0 John M Vaught JD Trustee 1.0 0.0 X 0 0 0 Sylvia F Villarreal MD Trustee 1.0 0.0 X 0 0 0 Rev Martin A Solma SM Chancellor (Term 6/2018) 1.0 0.0 X 0 0 0 Brother William J CampbellSM Trustee (Term 06/2018) 1.0 0.0 X 0 0 0 R Michael Casseb JD Trustee (Term 06/2018) 1.0 0.0 X 0 0 0 Rev James F Fitz SM Trustee (Term 06/2018) 1.0 0.0 X 0 0 0 Brother Joseph Kamis SM Trustee (Term 06/2018) 1.0 0.0 X 0 0 0 Joan M Lamm-Tennant PHD Trustee (Term 06/2018) 1.0 0.0 X 0 0 0 Jason F Longoria Trustee (Term 06/2018) 1.0 0.0 X 0 0 0 Larry Mills Trustee (Term 06/2018) 1.0 0.0 X 0 0 0 Peggy Debartolo term 102018 VP-Finance & Administration 40.0 0.0 X 228193 0 25595 Aaron C Hanna EFF 032019 VP-Administration & Finance 40.0 0.0 X 112258 0 2053 Rebeckah J Day term 022019 VP-Finance & Administration 20.0 0.0 X 12500 0 0 Timothy Eden SM EDD VP-Mission & Rector 40.0 0.0 X 108173 0 15672 Richard Kimbrough VP - UNIVERSITY ADVANCEMENT 40.0 0.0 X 223576 0 43129 Aaron M Tyler PHD Provost/VP-Academic Affairs 40.0 0.0 X 193596 0 40698 Curtis D White VP-IT & Library Services 40.0 0.0 X 155087 0 38245 Winston F Erevelles PHD Dean-Science, Engineering/tech 40.0 0.0 X 196154 0 38326 Stephen Sheppard JD Dean - Law School 40.0 0.0 X 316236 0 43044 Tanuja Singh DBA DEAN - BUSINESS SCHOOL 40.0 0.0 X 288436 0 27497 Christopher Frost PHD Dean & Associate Professor 40.0 0.0 X 166759 0 11550 Robert W Piatt Jr JD Professor 40.0 0.0 X 247154 0 25889 David W Sommer PHD Professor 40.0 0.0 X 232959 0 40386 Vincent Johnson JD Professor 40.0 0.0 X 212954 0 26891 Charles L Cotrell PHD Professor 40.0 0.0 X 208944 0 25914 Andre Hampton JD Professor 40.0 0.0 X 209761 0 40828 3530711 0 488920 117 false true false ARAMARK One Camino Santa Maria San Antonio TX 78228 Food Services 5324241 Ernst Young LLP 3712 Solutions Center Chicago IL 60677 AUDIT AND TAX SVCS 348887 THOMSON REUTERS PO Box 412197 Boston MA 02241 Publishing SERVICES 337994 RAMONA MUNSELL ASSOC CONSULTING 5208 Village Parkway Suite 1 ROGERS AR 727588199 CONSULTING SERVICES 225661 ENROLLMENT RESEARCH ASSOCIATES 114 Camp Street Suite 101 SAN ANTONIO TX 78204 CONSULTING SERVICES 191000 19 147949 1280681 9428875 6836395 198057 17693900 EDUCATION AND GENERAL - TUITION & FEES 611310 105235888 105235888 0 0 Auxiliary Services 611710 13197911 13197911 0 0 EDUCATIONAL HEALTH INSURANCE 611710 1238312 1238312 0 0 Educational Program Fee 611710 1155704 1155704 0 0 EDUCATION AND INSTITUTION FEE 611710 871030 871030 0 0 121698845 4359284 4359284 0 0 0 295189 201083 94106 0 94106 94106 59557220 38088777 21468443 21468443 21468443 59226 147949 82005 -22779 -22779 0 0 0 0 0 0 0 165291799 121698845 0 25899054 0 0 46269214 46269214 0 0 0 0 2362112 1376964 564411 420737 0 0 0 0 53217108 44952600 6361962 1902546 2476076 2014113 336982 124981 6915992 5382047 1278560 255385 3615173 2963214 505977 145982 6730090 5991613 738161 316 101885 47515 54370 0 412607 14176 398431 0 0 0 0 0 0 0 1101707 0 1101707 0 0 0 0 955674 404938 297741 252995 3922814 3100372 693094 129348 1159771 956921 159329 43521 945233 494314 377047 73872 4455221 3744628 708871 1722 1851195 1601227 172048 77920 0 0 0 0 2057690 1594111 427200 36379 1358157 1340149 18008 0 0 0 0 0 7302389 6301329 992914 8146 1653415 1247562 405853 0 Academic Program 1073996 861184 94847 117965 Bad Debt Expense 772824 1851 770973 0 Improvements 837562 798886 38676 0 Programs and Events 388770 252231 123137 13402 151936675 131711159 16620299 3605217 0 0 0 18477813 24107168 8319611 6911384 5534680 6145134 0 0 0 0 14461260 13438848 0 0 1308837 1269981 234081414 116659061 121983862 117422353 136551845 137702731 55281897 45571529 0 0 0 0 0 0 361919805 352569128 7828099 6747299 0 0 3910056 2817619 36833000 33960000 0 0 0 0 12926667 11760000 0 0 5474539 5502246 66972361 60787164 X 139066265 133562168 75840294 73460479 80040885 84759317 294947444 291781964 361919805 352569128 X 13355124 -17279819 0 0 0 759215 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 196013000 4826000 5595000 5908000 4063000 196463000 183036730 4877325 19404000 7029100 4275955 196013000 168764730 1943000 20716000 4638000 3749000 183036730 182996730 399000 -7200000 4283000 3148000 168764730 174529730 3885000 10661000 3576000 2503000 182996730 0.29406 0.43143 0.27451 true false 600645 600645 135386693 50421688 84965005 23218791 18374289 4844502 74875285 47863084 27012201 117422353 U.S. EQUITIES FUND 7330899 F U.S. REAL ESTATE TRUST FUNDS 9866355 F Credit long-short hedge fund 6011978 F Multi-strategy hedge funds 17222938 F MULTI-STRATEGY PRIVATE EQUITY 4817280 F International hedge fund 322079 F 45571529 0 U.S government advances for student loans 5502246 5502246 X 101400274 -17279819 759215 -16520604 117920878 1101707 46269214 47370921 165291799 104565754 0 0 104565754 1101707 46269214 47370921 151936675 Intended use of endowment funds PART V, LINE 4 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. LIABILITY FOR UNCERTAIN TAX POSITIONS PART X, LINE 2 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 2019 or 2018. U.S. GAAP requires management to evaluate uncertain tax positions taken by the University. The consolidated 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, 2019, 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. PART XI, LINE 2D: ROTC NON-CASH GRANTS $ 759,215 PART XI, LINE 4B: SCHOLARSHIPS $46,269,214 PART XII, LINE 4B: SCHOLARSHIPS $46,269,214 true true true true true true true false false false false false false false false true false true Racially Nondiscriminatory Policy PART I, LINE 3 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. Financial aid or assistance from a government agency PART I, LINE 6A 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. Central America and the Caribbean 1 Program Services Education Program 1176 East Asia and the Pacific Program Services Education Program 8171 East Asia and the Pacific Program Services Education Program 4397 East Asia and the Pacific 2 Program Services Education Program 79754 East Asia and the Pacific 1 Program Services Education Program 31483 Europe (Including Iceland and Greenland) 3 Program Services Education Program 2780 Europe (Including Iceland and Greenland) 3 Program Services Education Program 5839 Europe (Including Iceland and Greenland) Program Services Education Program 33524 Europe (Including Iceland and Greenland) 1 Program Services Education Program 39574 Europe (Including Iceland and Greenland) Program Services Education Program 68527 Europe (Including Iceland and Greenland) Program Services Education Program 101849 Europe (Including Iceland and Greenland) 8 Program Services Education Program 106794 Middle East and North Africa 2 Program Services Education Program 62346 South America Program Services Education Program 1251 21 21 547465 547465 true false false false false false PART I, LINE 3, COLUMN (F) PROCEDURES FOR MONITORING USE OF GRANTS 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. Law Dinner 104105 57245 46860 420 49063 15048 Meyer Golf 103070 90704 12366 1900 8845 4148 375 2206 0 207175 147949 59226 1900 9265 4148 49438 17254 82005 -22779 true EDUC. GRANTS, SCHOLARSHIPS & TUITION DISCOUNTS 3066 46269214 PART I, LINE 2 Institutional gift aid is awarded in various forms via the following selection process: 1) Academic Scholarships: The selection of these students is made by the office of the undergraduate, graduate, Ph.D. and Law Admissions, and the student's application for admission serves as the scholarship application; 2) Talent awards (athletics and music): The decision regarding the award recipients is made by the appropriate department and/or coach. Students are either recruited or nominate themselves for award consideration. Selection is usually based upon performances and auditions, and 3) 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. Student loans: St. Mary's participates in the FFLEP program, in which the student self-selects the lender and the office of financial assistance certifies eligibility based upon federal regulations. X X X true true X X X X false false false false false false false false false Thomas M Mengler JD President 414221 0 0 0 0 0 19250 0 23953 0 457424 0 0 0 Peggy Debartolo term 102018 VP-Finance & Administration 228193 0 0 0 0 0 11100 0 14495 0 253788 0 0 0 Richard Kimbrough VP - UNIVERSITY ADVANCEMENT 221295 0 2281 0 0 0 16553 0 26576 0 266705 0 0 0 Aaron M Tyler PHD Provost/VP-Academic Affairs 193596 0 0 0 0 0 14438 0 26260 0 234294 0 0 0 Curtis D White VP-IT & Library Services 155087 0 0 0 0 0 11769 0 26476 0 193332 0 0 0 Winston F Erevelles PHD Dean-Science, Engineering/tech 196154 0 0 0 0 14525 0 23801 0 234480 0 0 0 Stephen Sheppard JD Dean - Law School 316236 0 0 0 0 0 19250 0 23794 0 359280 0 0 0 Tanuja Singh DBA DEAN - BUSINESS SCHOOL 288436 0 0 0 0 0 19250 0 8247 0 315933 0 0 0 Robert W Piatt Jr JD Professor 247154 0 0 0 0 0 15980 0 9909 0 273043 0 0 0 David W Sommer PHD Professor 232959 0 0 0 0 0 15209 0 25177 0 273345 0 0 0 Vincent Johnson JD Professor 212954 0 0 0 0 0 14146 0 12745 0 239845 0 0 0 Charles L Cotrell PHD Professor 208944 0 0 0 0 0 14705 0 11209 0 234858 0 0 0 Andre Hampton JD Professor 209761 0 0 0 0 0 14352 0 26476 0 250589 0 0 0 Christopher Frost PHD Dean & Associate Professor 166759 0 0 0 0 0 11550 0 0 0 178309 0 0 0 PART I, LINE 1A - TRAVEL FOR COMPANIONS The spouse of the President is expected to occasionally attend certain University functions related to the ongoing mission and purpose of the University. It is the University's policy to reimburse these travel expenses which serve a bona fide business purpose, as defined by the Internal Revenue Service in Publication 463. PART I, LINE 1A - HOUSING ALLOWANCE The compensation of the President, Thomas M. Mengler, includes a housing allowance of $30,000 which is included in his taxable compensation. 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 521830279 XXXXXXXXX 2008-02-26 10000000 RESIDENCE HALL CONSTRUCTION false false false C CITY OF SAN ANTONIO TEXAS HIGHER EDU FAC CORP 521351505 XXXXXXXXX 2010-07-28 8724000 REFINANCING 1999 REVENUE BONDS false false false D CITY OF SAN ANTONIO TEXAS HIGHER EDU FAC CORP 521351505 XXXXXXXXX 2016-09-30 25000000 RESIDENCE HALL CONSTRUCTION false false false A 4065000 0 8651557 0 0 0 145975 0 0 8505582 0 0 2009 false false true true B 3475000 0 10108756 0 0 0 165100 0 0 9943656 0 0 2009 false false true true C 8724000 0 8724000 0 0 0 74000 0 0 0 8650000 0 2001 true false true true D 2000000 0 25000000 0 0 0 145618 0 0 24854382 0 0 2017 false false true true A false false false false 0.00000 0.00000 0.00000 false false false false B false false false false 0 false false false false C 0 D false false false false 0 false false false false A false false false true false false 0 false 0 false false B false false false true false false 0 false 0 false false C false false true false false false 0 false 0 false false D false false true false true false 0 false 0 false false A false B false C false D false PART I, COLUMN E & PART II, 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 IN A AND B. IN SCHEDULE K, PART I, ROW A, THE CUMULATIVE EARNINGS ARE $151,557. FOR THE CITY OF OLMOS PARK, TX HIGHER EDUCATION CORP SERIES 2007 BONDS LISTED IN A AND B. IN SCHEDULE K, PART I, ROW A, THE CUMULATIVE EARNINGS ARE $108,756. PART IV, LINE 2C 2007 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. 2008 BOND ISSUE LISTED IN B - REBATE ANALYSIS WAS PERFORMED IN 2010 WITH A CUMULATIVE NEGATIVE REBATE LIABILITY OF $378,720.61 AND FUND WAS DEPLETED IN MAY 2010. LAST REBATE ANALYSIS PERFORMED FEBRUARY 2018. PART V THE UNIVERSITY IS IN THE PROCESS OF DEVELOPING AND IMPLEMENTING A WRITTEN POLICY TO ENSURE COMPLIANCE WITH FEDERAL TAX REQUIREMENTS FOR TAX EXEMPT BONDS. Although a formal policy is not yet implemented, the Controller's Office works with Residence Life to monitor contractual and rental arrangements. The University consults tax professionals and/or bond counsel to evaluate new activities. X 8 198057 Avg high & low price false true true PART I, COLUMN (B) THE AMOUNTS REPORTED IN COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 32A 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. FORM 990, PART I, LINE 1 ST. MARY'S UNIVERSITY IS THE FIRST INSTITUTION OF HIGHER LEARNING IN SAN ANTONIO AND THE OLDEST CATHOLIC UNIVERSITY IN TEXAS AND THE SOUTHWEST. FORM 990, PART III, LINE 1 ST. MARY'S 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. FORM 990, PART VI, LINE 6 Bylaws, Article 3.1 Members of the Corporation The following shall be the Members of the Corporation (each individually a "Membercollectively 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. Mary's University (The "Board of Trustees"). FORM 990, PART VI, LINE 7A BYLAWS, ARTICLE 3.3 POWERS OF THE MEMBERS OF THE CORPORATION 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 UNREASONABLE WITHHELD. (E) THE PRESIDENT SHALL BE A ROMAN CATHOLIC AND HAVE THE DESIRE AND ABILITY TO PROVIDE LEADERSHIP FOR ST. MARY'S 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. FORM 990, PART VI, LINE 7B 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 THE UNIVERSITY STAFF PREPARED FORM 990, WHICH WAS REVIEWED INTERNALLY, THEN REVIEWED BY ERNST & YOUNG LLP. THE DRAFT WAS DISTRIBUTED TO, AND 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 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 EMPLOYEE'S SUPERVISOR AND/OR THE OFFICE OF HUMAN RESOURCES WHEN AN ISSUE ARISES. MONITORING IS PERFORMED THROUGH THE UNIVERSITY'S SYSTEM OF FINANCIAL ACCOUNTING CONTROLS AND BY SUPERVISORY OVERSIGHT. FORM 990, PART VI, LINE 15A THE PRESIDENT'S AND UNIVERSITY OFFICERS' 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 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 GRANT $759,215 St Mary's Holdings Inc One Camino Santa Maria San Antonio TX 78228 455275423 Support TX 1224410 20268494 St Mary's U St Mary's University School of Law Fdn 112 E Pecan St Ste 2400 San Antonio TX 78205 204032309 Support TX 501(c)(3) 10 na false St Mary's University Alumni Association One Camino Santa Maria San Antonio TX 78228 741742119 Support TX 501(c)(3) 12D-III-O na false Society of Mary Province of the US 4425 West Pine Blvd St Louis MO 63108 030415363 Religious Org MO 501(c)(3) 1 na false false false true true false false false false false true false false false false false false false false false