2020-05-05T17:36:40-05:00 2019-06-30 420714325 RSM US LLP 19026 RIDGEWOOD PARKWAY SUITE 400 SAN ANTONIO TX 78259 990 2018-07-01 740877330 SAINT MARY'S HALL INC SAIN 2104839100 9401 STARCREST DRIVE SAN ANTONIO TX 78217 VICTORIA BATES CHIEF FINANCIAL OFFICER 2104839100 2020-05-04 1 JOSEPHINE BEHREND P00715390 2108286281 104.180.86.73 2020-05-04 14:46:25 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 00F638D80126B92E098106D1A563868E37E11E0D 2018 2020-09-23 17:36:50Z MR JONATHAN E EADES 9401 STARCREST DRIVE SAN ANTONIO TX 78217 65627839 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 20 426 400 0 -8454 2412847 3293474 22469975 22897168 9440524 1453078 477257 472435 34800603 28116155 1854181 1921316 0 0 16508995 16970121 0 0 1684384 7869166 8548378 26232342 27439815 8568261 676340 129241765 131326596 5921253 5440193 123320512 125886403 X THE MISSION OF SAINT MARY'S HALL IS TO PREPARE OUR STUDENTS FOR SUCCESS IN COLLEGE AND FULFILLMENT IN LIFE. 0 0 22849399 1921316 23059936 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. 22849399 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 93 0 1 426 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 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 MRS KATHLEEN LEFLORE CHAIR 1.00 1.00 X X 0 0 0 MR CURTIS T VAUGHAN III VICE CHAIR 1.00 1.00 X X 0 0 0 MR DAVID N KELLEHER SECRETARY 1.00 1.00 X X 0 0 0 MR JOE MERTENS TREASURER 1.00 1.00 X X 0 0 0 MRS CARLA ALVAREZ BROZOVICH ASSISTANT 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 ASSISTANT TREASURER 1.00 1.00 X X 0 0 0 MR OMAR G ALVAREZ TRUSTEE 1.00 0.00 X 0 0 0 MS LYNN ARNESON 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 SCOTT HARRIS TRUSTEE 1.00 0.00 X 0 0 0 MRS AIMEE JEFFERS LOCKE TRUSTEE 1.00 0.00 X 0 0 0 MRS ALI NAYLOR TRUSTEE 1.00 0.00 X 0 0 0 MR CHRISTOPHER J PETTIT TRUSTEE 1.00 0.00 X 0 0 0 MRS EMILIE H PETTY TRUSTEE 1.00 0.00 X 0 0 0 MS RUTH BOWMAN RUSSELL 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 KAREN LEE ZACHRY 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 MR JONATHAN EADES HEAD OF SCHOOL 40.00 1.00 X 406973 0 32767 MS VICTORIA BATES CHIEF FINANCIAL OFFICER 40.00 1.00 X 230847 0 19322 MS CAMILLA HANNAH HEAD OF COMMUNITY ENGAGEMENT 40.00 0.00 X 196981 0 19840 MS TRUDY HAMILTON HEAD OF MIDDLE SCHOOL/DEAN OF ACADEMICS 40.00 0.00 X 172608 0 17874 MR DAVID SMITH DIRECTOR OF FACILITIES AND MAINTENANCE 40.00 0.00 X 146623 0 11663 MR MICHAEL HARRIMAN CHIEF TECHNOLOGY OFFICER 40.00 0.00 X 143816 0 8989 MR BRENT SPICER HEAD OF UPPER SCHOOL 40.00 0.00 X 124567 0 16563 MR ROBERT WINDHAM FORMER HOS/INTERIM HEAD OF LS 40.00 0.00 X 129701 0 5526 1552116 0 132544 10 1 1 0 SAGE DINING SERVICES 1402 YORK ROAD STE 100 LUTHERVILLE MD 210936018 OUTSIDE FOOD SERVICE 1096366 GUIDO BROTHERS CONSTRUCTION CO INC 8526 VIDOR AVENUE SAN ANTONIO TX 78216 CONSTRUCTION 220061 SMITH PROTECTIVE SERVICES INC PO BOX 802649 DALLAS TX 753802649 SECURITY 191798 DOCUMATION 4560 LOCKHILL SELMA ROAD STE 100 SAN ANTONIO TX 782492076 COPYING AND PRINTING 154450 JAMES RODRIGUEZDBA VIP PROTECTION PO BOX 781364 SAN ANTONIO TX 78278 SECURITY 110616 7 617889 2675585 3293474 TUITION 611600 22167823 22167823 OTHER SCHOOL EVENTS 611600 729345 729345 22897168 1676319 1676319 391839 391839 59659 0 59659 59659 59659 36534420 16400 36771790 2271 -237370 14129 -223241 -223241 32250 617889 174081 -141831 -141831 721263 563542 157721 157721 MISCELLANEOUS REVENUE 611600 5047 5047 5047 28116155 23059936 0 1762745 1921316 1921316 743937 399571 294420 49946 13469360 11726679 896776 845905 776280 689060 42836 44384 991621 825515 93175 72931 988923 860022 71939 56962 129730 129730 32619 32619 52062 52062 306123 306123 151386 18572 131584 1230 148555 134336 14219 864768 703190 105477 56101 10559 10559 59063 59063 2841564 2322373 331600 187591 CAFETERIA 853879 853879 NET ASSETS RELEASED FRO 688508 688508 BAD DEBTS 415122 415122 SECURITY 280890 230085 32448 18357 1713550 1245443 131349 336758 27439815 22849399 2906032 1684384 1661859 883034 9938608 5851682 1508510 1959270 966756 1056175 515860 560036 224513 192459 85129444 36314190 50488828 48815254 63369074 71422625 567757 586061 129241765 131326596 1439645 2092464 4311254 3031230 170354 316499 5921253 5440193 X 67520948 73890352 19940733 14785814 35858831 37210237 123320512 125886403 129241765 131326596 676340 1889551 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60124995 1351405 2498987 533812 6067217 1047181 56327177 55108566 604675 4922333 485615 24964 0 60124995 47269260 908338 7530970 464887 135115 0 55108566 49815077 623601 -1627662 495976 1045780 0 47269260 45616874 4634357 245011 435115 246050 0 49815077 0.10380 0.66060 0.23560 1 0 87567 377974 465541 72022736 25448341 46574395 12641167 10865849 1775318 48815254 STOCKS, MUTUAL FUNDS, AND PRIVATE EQUITY 71422625 F 71422625 CUSTODIAN HELD FUNDS 316499 316499 28339162 1889549 99479 1989028 26350134 306123 1459898 1766021 28116155 25773273 99479 99479 25673794 306123 1459898 1766021 27439815 PART V, LINE 4: EARNINGS ON ENDOWED FUNDS ARE USED BY THE ORGANIZATION TO SUPPORT OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SAPIENS EXPENSES 99,479. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES NETTED INTO REVENUE ON THE AUDITED FS 1,459,898. PART XII, LINE 2D - OTHER ADJUSTMENTS: SAPIENS EXPENSES 99,479. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES NETTED INTO REVENUE ON THE AUDITED FS 1,459,898. 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 0 0 INVESTMENTS 1745787 0 0 0 0 0 0 1745787 0 1745787 0 0 0 0 0 0 PASSPORT 2019 650139 617889 32250 20203 52406 44298 57174 650139 617889 32250 20203 52406 44298 57174 174081 -141831 1 NEED BASED FINANCIAL AID 124 1177454 0 N/A N/A MERIT BASED SCHOLARSHIPS 22 282444 N/A N/A FACULTY/STAFF TUITION REMISSION 45 461418 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 375210 0 31763 0 0 0 26045 0 6722 0 439740 0 0 0 MS VICTORIA BATES CHIEF FINANCIAL OFFICER 223127 0 7000 0 720 0 13560 0 5762 0 250169 0 0 0 MS CAMILLA HANNAH HEAD OF COMMUNITY ENGAGEMENT 193161 0 3100 0 720 0 14377 0 5463 0 216821 0 0 0 MS TRUDY HAMILTON HEAD OF MIDDLE SCHOOL/DEAN OF ACADEM 169608 0 3000 0 0 0 12216 0 5658 0 190482 0 0 0 MR DAVID SMITH DIRECTOR OF FACILITIES AND MAINTENAN 140623 0 6000 0 0 0 11206 0 457 0 158286 0 0 0 MR MICHAEL HARRIMAN CHIEF TECHNOLOGY OFFICER 142316 0 1500 0 0 0 8526 0 463 0 152805 0 0 0 MR ROBERT WINDHAM FORMER HOS/INTERIM HEAD OF LS 128201 0 1500 0 0 0 5400 0 126 0 135227 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. PART II, COLUMN (B), LINE (7) MR. ROBERT WINDHAM IS A FORMER HEAD OF SCHOOL OF THE ORGANIZATION AND SERVED AS INTERIM HEAD OF LOWER SCHOOL FROM OCTOBER 2018-DECEMBER 2018. HIS REPORTED COMPENSATION IS MADE UP OF TWO DIFFERENT PAYMENTS. 1.) $67,623 SALARY RECIEVED IN HIS CAPACITY AS INTERIM HEAD OF LOWER SCHOOL AND 2.) $60,938 HONORARIUM COMPENSATION. 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. MR. ROBERT WINDHAM IS A FORMER HEAD OF SCHOOL OF THE ORGANIZATION AND SERVED AS INTERIM HEAD OF LOWER SCHOOL FROM OCTOBER 2018-DECEMBER 2018. HIS REPORTED COMPENSATION IS MADE UP OF TWO DIFFERENT PAYMENTS. 1.) $67,623 SALARY RECIEVED IN HIS CAPACITY AS INTERIM HEAD OF LOWER SCHOOL AND 2.) $60,938 HONORARIUM COMPENSATION. 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 0 0 0 0 0 SAPIENS MANAGEMENT CORPORATION D 455379 FMV