2014-04-07T17:20:27-05:00 2013-06-30 741650885 PADGETT STRATEMANN & CO LLP 100 NE LOOP 410 SUITE 1100 SAN ANTONIO TX 78216 990 2012-07-01 740877330 SAINT MARY'S HALL INC SAIN 2104839100 PO BOX 33430 SAN ANTONIO TX 78265 ROBERT C WINDHAM 2104839100 2014-04-07 1 JOSIE BEHREND P00715390 2108286281 2012 2015-11-30 17:44:51Z ROBERT C WINDHAM PO BOX 33430 SAN ANTONIO TX 78265 36520639 0 X WWW.SMHALL.ORG X 1879 TX THE MISSION OF SAINT MARY'S HALL IS TO: PROVIDE EXCELLENT ACADEMIC PREPARATION THAT RESULTS IN SUCCESS AT COLLEGE AND IN LIFE. PROMOTE A WIDE RANGE OF EXCEPTIONAL OPPORTUNITIES IN ATHLETICS, FINE ARTS AND STUDENT ACTIVITIES THAT RESULT IN WELL-ROUNDED STUDENTS. PROVIDE STUDENTS OPPORTUNITIES THAT GENERATE ENLIGHTENED, INVOLVED AND PRODUCTIVE CITIZENS FOR SERVICE AND LEADERSHIP IN THE SCHOOL AND LARGER COMMUNITY. REINFORCE, MODEL AND PROMOTE ETHICAL BEHAVIOR AND SPIRITUAL DEVELOPMENT RESULTING IN LIFE-LONG VALUES. OFFER A SAFE, FRIENDLY, AND FAMILY ORIENTED ENVIRONMENT THAT RESULTS IN SUPPORT FOR STUDENTS, FAMILIES, FACULTY/STAFF, AND ALUMNI. 13 13 381 400 0 0 8341703 3949333 17979192 18820754 1670497 3166083 12266 -202459 28003658 25733711 1793970 1825966 0 0 12844307 13683084 0 0 1104987 5829700 6349689 20467977 21858739 7535681 3874972 105648752 108570292 10638403 7615820 95010349 100954472 X THE MISSION OF SAINT MARY'S HALL IS TO: PROVIDE EXCELLENT ACADEMIC PREPARATION THAT RESULTS IN SUCCESS AT COLLEGE AND IN LIFE. PROMOTE A WIDE RANGE OF EXCEPTIONAL OPPORTUNITIES IN ATHLETICS, FINE ARTS AND STUDENT ACTIVITIES THAT RESULT IN WELL-ROUNDED STUDENTS. PROVIDE STUDENTS OPPORTUNITIES THAT GENERATE ENLIGHTENED, INVOLVED AND PRODUCTIVE CITIZENS FOR SERVICE AND LEADERSHIP IN THE SCHOOL AND LARGER COMMUNITY. REINFORCE, MODEL AND PROMOTE ETHICAL BEHAVIOR AND SPIRITUAL DEVELOPMENT RESULTING IN LIFE-LONG VALUES. OFFER A SAFE, FRIENDLY, AND FAMILY ORIENTED ENVIRONMENT THAT RESULTS IN SUPPORT FOR STUDENTS, FAMILIES, FACULTY/STAFF, AND ALUMNI. 0 0 16822698 1825966 18778973 SAINT MARY'S HALL IS AN INDEPENDENT CO-EDUCATIONAL INSTITUTION SERVING APPROXIMATELY 993 STUDENTS FROM PRE-K THROUGH 12TH GRADE. 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 PROGRAMS, 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 OBJECTIVES OF A SAINT MARY'S HALL EDUCATION COMBINE MORAL AND CHARACTER-BUILDING GOALS WITH ACADEMIC, ATHLETIC AND ARTISTIC GOALS. 218 SCHOLARSHIPS WERE AWARDED DURING THE YEAR. 16822698 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 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 72 0 381 1 0 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X VICKY BATES 2104839236 9401 STARCREST SAN ANTONIO TX 78217 X MRS RUTH K AGATHER 1.00 1.00 X X 0 0 0 MR EDWARD H AUSTIN JR 1.00 X 0 0 0 MS RUTH MCLEAN BOWERS 1.00 X 0 0 0 MR J BRUCE BUGG JR 1.00 X 0 0 0 DR RONALD K CALGAARD 1.00 X 0 0 0 MR THOMAS W CASEY 1.00 X 0 0 0 MR RONALD J HERRMANN 1.00 X 0 0 0 MRS ASHLEY SOLCHER HIXON 1.00 X 0 0 0 MRS KAREN J HIXON 1.00 X 0 0 0 MRS BETTY KELSO 1.00 X 0 0 0 MR SYLVAN S LANG JR 1.00 1.00 X X 0 0 0 MRS KATHLEEN E LEFLORE 1.00 1.00 X X 0 0 0 MR RANDALL T MAYS 1.00 1.00 X X 0 0 0 MRS ELIZABETH M ROBERTS 1.00 X 0 0 0 MR JEFF ROCHELLE 1.00 1.00 X X 0 0 0 MRS LISA G ROSENBLOOM 1.00 X 0 0 0 DR ALICE VIROSLAV 1.00 X 0 0 0 MS NICOLE LEWIS 1.00 X 0 0 0 MT JOE MERTENS II 1.00 1.00 X 0 0 0 MR LANHAM NAPIER 1.00 X 0 0 0 MR ROBERT C WINDHAM 40.00 X 306421 0 19859 MR JONATHAN EADES 40.00 X 223559 0 12414 MS SUZANNE W TODD 40.00 X 122300 0 9481 MS TERI W MARSHALL 40.00 X 114299 0 9328 MS TRUDY E HAMILTON 40.00 X 122341 0 9360 MR DAVID D SMITH 40.00 X 108791 0 6016 MR WILLIAM J HEATH 40.00 X 143857 0 11177 1141568 0 77635 8 1 1 0 GUIDO BROTHERS CONSTRUCTION CO INC 8526 VIDOR AVENUE SAN ANTONIO TX 782166045 CONSTRUCTION 8657162 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 210936018 FOOD SERVICES 925075 OLDEN LIGHTING 2008 ALEXANDER AVENUE AUSTIN TX 787221423 LIGHTING EQUIPMENT & INSTALLATION 404816 SMITH PROTECTION SECURITY PO BOX 80269 DALLAS TX 753802649 SECURITY SERVICE 311835 VK KNOWLTON CONSTRUCTION & UTILITIES L 18225 FM 2252 SAN ANTONIO TX 78266 CONSTRUCTION 217557 11 1153293 2796040 23570 3949333 TUITION 611600 18108264 18108264 OTHER SCHOOL EVENTS 611600 712490 712490 18820754 1111262 1111262 17651 0 17651 17651 17651 12486305 2780 10423931 10333 2062374 -7553 2054821 2054821 39225 1153293 217554 -178329 -178329 82023 135110 -53087 -53087 MISC. REVENUE 611600 11306 11306 11306 25733711 18778973 0 3005405 1825966 1825966 1222645 759131 463514 10330326 8133078 1650257 546991 610741 483771 100916 26054 663338 478075 144597 40666 856034 685563 135491 34980 59137 59137 85597 85597 271907 271907 257015 229991 27024 863115 646922 169969 46224 6297 5286 1011 101312 101312 35156 35156 2082374 1564143 405533 112698 CAFETERIA 738069 738069 SECURITY 307187 231217 59449 16521 PLANT EXPENSES 246855 185806 47773 13276 ATHLETICS AND PHYSICAL 237906 237906 1057762 716583 101637 239542 21858739 16822698 3931054 1104987 2526634 652354 3973826 7218712 12815028 8880936 219163 445178 14019 16881 99757 72840 76053525 22296774 47944105 53756751 37235522 36920716 820698 605924 105648752 108570292 4633656 1359235 5216962 3098094 2200000 787785 958491 10638403 7615820 X 52675143 54281084 12450716 16665455 29884490 30007933 95010349 100954472 105648752 108570292 3874972 2069151 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39135505 123443 4963113 389680 1112067 0 42720314 42247035 193479 -1880998 360683 1063559 -231 39135505 36377865 673682 6846921 330680 1326102 -5349 42247035 33488723 50953 4404442 330544 1239006 -3297 36377865 40511180 250090 -5511877 360340 1097181 303150 33488722 0.14950 0.70240 0.14810 1 0 87567 322469 410036 65787486 14289958 51497528 9856003 8006816 1849187 53756751 POOLED COMMON AND COLLECTIVE FUNDS 36920716 F 36920716 CUSTODIAN HELD FUNDS 380024 ADVANCE TUITION 578467 958491 26525220 2069151 58257 2127408 24397812 1335899 1335899 25733711 20581097 58257 58257 20522840 1335899 1335899 21858739 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 95 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES (THE "BOARD") TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SAPIENS INCOME 54,566. SAPIENS NET INCOME 3,691. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSE NETTED WITH REVENUE 1,335,899. PART XII, LINE 2D - OTHER ADJUSTMENTS: SAPIENS EXPENSES 58,257. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSE NETTED WITH REVENUE 1,335,899. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 SAINT MARY'S HALL, INC. POLICIES ARE PUBLISHED ON ITS ENROLLMENT BROCHURE AND THE STUDENT HANDBOOK. ANY ADVERTISING IN MAGAZINES ALSO DISCLOSES THE NONDISCRIMINATORY POLICY. PASSPORT 652945 613720 39225 12242 26817 419 82192 FUND A MIND 385930 385930 7236 15849 248 48580 2 153643 153643 2412 5283 83 16193 1192518 1153293 39225 21890 47949 750 146965 217554 -178329 1 NEED BASED FINANCIAL AID 107 839524 N/A N/A MERIT BASED SCHOLARSHIPS 55 496375 N/A N/A FACULTY/STAFF TUITION REMISSION 56 490067 N/A N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION USES AN INDEPENDENT SERVICE COMPANY WHERE STUDENT'S 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 0 0 0 0 0 0 0 0 0 MR ROBERT C WINDHAM 262500 0 25000 0 18921 0 19607 0 252 0 326280 0 0 0 MR JONATHAN EADES 205085 0 15228 0 3246 0 12162 0 252 0 235973 0 0 0 MR WILLIAM J HEATH 142357 0 1500 0 0 0 10941 0 236 0 155034 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE EXECUTIVE COMMITTEE DOES NOT CONTEMPORANEOUSLY DOCUMENT THE MEETINGS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE, WHICH IS MADE UP OF SEVERAL BOARD MEMBERS. A COMPLETE FORM 990 WAS 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 DOES NOT SPEAK OR VOTE ON THOSE RELATED ISSUES. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE HEADMASTER'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 LIKE SCHOOLS. THE EXECUTIVE COMMITTEE DETERMINES THE HEADMASTER'S SALARY AND BONUS AFTER REVIEW OF THE ISAS INFORMATION AND REVIEW OF THE HEADMASTER'S EVALUATION AND LEVEL OF ACCOMPLISHMENT OF THE YEARLY GOALS SET BY THE BOARD OF DIRECTORS. THE HEADMASTER IS NOT PRESENT DURING DELIBERATIONS AND IS INFORMED AFTER THE FACT REGARDING ANY SALARY AND BONUS ADJUSTMENTS. THE PROCESS FOR DETERMINING TOP MANAGEMENT POSITIONS COMPENSATION INCLUDES USING THE LATEST ISAS SALARY STUDIES. THIS ISAS INFORMATION IS USED BY THE SCHOOL TO ENSURE THAT COMPENSATION PACKAGES ARE IN LINE WITH PREVIOUS YEARS AMOUNTS. TOP MANAGEMENT SALARIES ARE SET USING ISAS COMPENSATION SURVEY AND SALARY INCREASES REFLECT COST OF LIVING ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII EXPLANATION: THE BOARD OF DIRECTOR MEMBERS DESIGNATED WITH THE TRUSTEE EMERITUS TITLE DO NOT HAVE VOTING RIGHTS. HOWEVER, THESE INDIVIDUALS ARE CONSIDERED PART OF THE GOVERNING BODY. FORM 990, PART XI, LINE 2C EXPLANATION: THE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. SAPIENS MANAGEMENT CORP 9401 STARCREST DR SAN ANTONIO TX 78217 742964557 HOLDING COMPANY TX 501(C)(2) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0