ST MARYS UNIVERSITY OF SAN ANTONIO: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ST MARYS UNIVERSITY OF SAN ANTONIO (EIN 74-1143128)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-03-28
- IRS object ID
- 201440879349300329
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-28T14:00:24-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2938 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782992938 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741143128 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Mary's University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MEI-LIN LEE FINANCE DIRECTO | InCareOfName |
| Name Control | STMA | NameControl |
| Phone | 2104363414 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Camino Santa Maria | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 782288504 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REBECKAH J DAY | Name |
| Title | VP ADMINISTRATION & FINANCE | Title |
| Date Signed | 2014-03-28 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2102289696 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS M MENGLER PRESIDENT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Camino Santa Maria | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 782288504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 209552304 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.stmarytx.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1926 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | 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, education, and academic excellence. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2515 | TotalNbrEmployees |
| Total Nbr Volunteers | 32 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 11218352 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19259522 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 107706470 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 107828819 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4959113 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6639301 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -28391 | OtherRevenuePriorYear |
| Other Revenue Current Year | -20346 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 123855544 | TotalRevenuePriorYear |
| Total Revenue Current Year | 133707296 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 32269599 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 30909685 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 57616615 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 59962965 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2506727 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 34602699 | OtherExpensePriorYear |
| Other Expenses Current Year | 35572678 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 124488913 | TotalExpensesPriorYear |
| Total Expenses Current Year | 126445328 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -633369 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7261968 | RevenuesLessExpensesCY |
| Total Assets BOY | 267349659 | TotalAssetsBOY |
| Total Assets EOY | 309820821 | TotalAssetsEOY |
| Total Liabilities BOY | 43961653 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 60210317 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 223388006 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 249610504 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | St. Marys University, as a Catholic Marianist University, fosters the THE FORMATION OF PEOPLE IN FAITH AND EDUCATES LEADERS FOR THE COMMON GOOD THROUGH COMMUNITY, INTEGRATED LIBERAL ARTS AND PROFESSIONAL EDUCATION, AND ACADEMIC EXCELLENCE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 88423340 | Expense |
| Grants | 30909685 | Grants |
| Revenue | 89059094 | Revenue |
| Description | INSTRUCTION, ACADEMIC SUPPORT, RESEARCH AND STUDENT FINANCIAL AID ASSISTANCE: PROVIDES A CATHOLIC EDUCATION EXPERIERNCE THAT EVOKES ACADEMIC EXCELLENCE WHILE INTEGRATING LIBERAL STUDIES, PROFESSIONAL PREPARATION AND ETHICAL COMMITMENT. THE UNIVERSITY OFFERS CLASSES WHICH LEAD TO BACHELORS, MASTERS, PH.D AND JURIS DOCTOR DEGREES. (ENROLLMENT: UNDERGRADUATE 2,459: GRADUATE 604: PH 93: AND LAW 832: TOTAL 3988, STUDENT TO FACULTY RATIO: 12 TO 1; 70 UNDERGRADUATE AND GRADUATE MAJORS AND OFFERS OVER 120 DEGREE PROGRAMS, WHICH INCLUDES 2 DOCTORAL AND 2 LAW PROGRAMS AND 12 UNDERGRADUATE AND 10 GRADUATE JOINT PROGRAMS.) ST. MARY'S UNIVERSITY RECEIVED CONTRIBUTED SERVICES IN THE AMOUNT OF $590,571 DURING THE YEAR. THE SERVICES CONTRIBUTED FOR THE ROTC PROGRAM CONSISTED OF MILITARY SCIENCE INSTRUCTION PERSONNEL PAID BY THE ARMY DIRECTLY AND NOT REFLECTED IN THE REVENUE AMOUNT SHOWN ABOVE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15189052 | Expense |
| Grants | 0 | Grants |
| Revenue | 15189052 | Revenue |
| Description | AUXILIARY ENTERPRISES: PROVIDES STUDENTS WITH HOUSING, DINING AND BOOKSTORE SERVICES AND FACILITIES TO EXPERIENCE COMMUNITY LIVING ON CAMPUS EXPERIENCE. (Enrollment: undergraduate 2,459: graduate 604: PHD 93: law 832: total 3,988. Student to faculty ratio: 12 to 1). | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3580673 | Expense |
| Grants | 0 | Grants |
| Revenue | 3580673 | Revenue |
| Description | STUDENT AND COMMUNITY SERVICES PROGRAMS: PROVIDES STUDENTS WITH OPPORTUNITIES TO DEVELOP LEADERSHIP IN STUDENT, ACADEMIC, SOCIAL AND PROFESSIONAL ORGANIZATIONS. (Enrollment: undergraduate 2,459: graduate 604: PHD 93: law 832: total 3,988. Student to faculty ratio: 12 to 1). | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 107193065 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 167 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2515 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MEI-LIN LEE FINANCE DIRECTO | NamePerson |
| Telephone Number | 2104363414 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CAMINO SANTA MARIA | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 782288504 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (48 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| THOMAS M MENGLER | |||||||||
| TRUSTEE/PRESIDENT | 40.0 | 0.0 | X | X | 213880 | 0 | 32056 | ||
| REV MARTIN A SOLMA SM | |||||||||
| CHANCELLOR | 1.0 | 0.0 | X | X | |||||
| CHARLES T BARRETT JR | |||||||||
| CHAIRMAN OF THE BOARD | 1.0 | 0.0 | X | X | |||||
| PHILIP J PFEIFFER | |||||||||
| VICE-CHAIRMAN OF THE BOARD | 1.0 | 0.0 | X | X | |||||
| MAJ GEN ALFRED A VALENZUELA | |||||||||
| SECRETARY | 1.0 | 0.0 | X | X | |||||
| MARTIN D BEIRNE JR | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| HELEN M BERRIDGE | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| DAVID W BIEGLER | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| JACK BIEGLER | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| EDWARD R BOYLE | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| BROTHER WILLIAM J CAMPBELL SM ED | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| RAYMOND CARVAJAL RPH | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| R MICHAEL CASSEB | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| REBECCA QUINTANILLA CEDILLO | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| DAVID COURREGES | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| WALTER D DOWNING JR | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| ROBERT L ELIZONDO | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| RUBEN M ESCOBEDO | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| REV JAMES F FITZ SM | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| ANTONIO FLORES JR | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| GISELA GIRARD | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| BROTHER JOSEPH KAMIS SM | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| SISTER LAURA M LEMING FMI PHD | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| NORMA MARTINEZ LOZANO | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| CHRISTOPHER R MARTINEZ | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| HARVEY E NAJIM | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| BROTHER RONALD OVERMAN SM | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| FERNANDO REYES | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| KENNETH S SAKS | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| MICHAEL A SCHOTT | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| DORIS A SLAY-BARBER | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| BROTHER EDWARD VIOLETT SM PHD | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| BROTHER THOMAS WENDORF SM PHD | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| KATHERINE M SISOIAN | |||||||||
| VP FOR STUDENT DEVELOPMENT | 40.0 | 0.0 | X | 120146 | 17825 | ||||
| RUDY A VELA | |||||||||
| VP FOR MISSION AND IDENTITY | 40.0 | 0.0 | X | 106009 | 19190 | ||||
| ANDRE HAMPTON | |||||||||
| PROVOST | 40.0 | 0.0 | X | 207736 | 22804 | ||||
| REBECKAH J DAY | |||||||||
| VP FOR ADM & FINANCE | 40.0 | 0.0 | X | 182923 | 17594 | ||||
| SUZANNE M PETRUSCH | |||||||||
| VP FOR ENROLLMENT MANAGEMENT | 40.0 | 0.0 | X | 146122 | 15053 | ||||
| PAUL T KETTERING | |||||||||
| VP FOR UNIVERSITY ADVANCEMENT | 40.0 | 0.0 | X | 170177 | 21347 | ||||
| MICHAEL S ARIENS | |||||||||
| ASSOCIATE DEAN, LAW | 40.0 | 0.0 | 205219 | 21786 | X | ||||
| CHARLES E CANTU | |||||||||
| DEAN, LAW | 40.0 | 0.0 | 296943 | 24068 | X | ||||
| VICTORIA M MATHER | |||||||||
| ASSOCIATE DEAN, LAW | 40.0 | 0.0 | 221263 | 21962 | X | ||||
| REYNALDO VALENCIA | |||||||||
| ASSOCIATE DEAN, LAW | 40.0 | 0.0 | 196480 | 4385 | X | ||||
| CHARLES L COTRELL | |||||||||
| PROFESSOR | 40.0 | 0.0 | 256074 | 20822 | X | ||||
| ROBERT W PIATT | |||||||||
| PROFESSOR, LAW | 40.0 | 0.0 | 224022 | 19598 | X | ||||
| TANUJA SINGH | |||||||||
| DEAN, BUSINESS SCHOOL | 40.0 | 0.0 | 223595 | 19899 | X | ||||
| DAVID W SOMMER | |||||||||
| PROFESSOR, BUSINESS SCHOOL | 40.0 | 0.0 | 213937 | 22264 | X | ||||
| RAFAEL G MORAS | |||||||||
| PROFESSOR/FACULTY | 40.0 | 0.0 | 197618 | 15197 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3182144 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 315850 | TotalOtherCompensation |
| Number Individuals GT100 K | 113 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARAMARK | |||||
| St Marys University | SAN ANTONIO | TX | 78228 | Food Services | 4443419 |
| Keller-Martin Construction Inc | |||||
| 4930 Enterprise Drive | SAN ANTONIO | TX | 782491339 | Construction | 2430647 |
| ATT DATACOMM INC | |||||
| 4119 Broadway | SAN ANTONIO | TX | 78209 | Technology | 797111 |
| Academic Health Plans Inc | |||||
| 1005 Glade Rd | COLLEYVILLE | TX | 76034 | Insurance | 752118 |
| SpawGlass Contractors Inc | |||||
| 9331 Corporate Drive | SELMA | TX | 78154 | Construction | 590907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 41 | NumberOfContractorsGT100K |
| Fundraising Events | 131142 | FundraisingEvents |
| Related Organizations | 1066000 | RelatedOrganizations |
| Government Grants | 13063613 | GovernmentGrants |
| All Other Contributions | 4998767 | AllOtherContributions |
| Noncash Contributions | 95369 | NoncashContributions |
| Total Contributions | 19259522 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Educational and General - Tuition & Fees | 611310 | 89059093 | 89059093 |
| Auxiliary Enterprises | 611710 | 15189052 | 15189052 |
| Educational Program Fee | 611710 | 1801401 | 1801401 |
| Educational Health Insurance | 611710 | 775075 | 775075 |
| Eductional and Institutional Fee | 611710 | 1004198 | 1004198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 107828819 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3710709 | TotalRevenueColumn |
| Exclusion | $3,710,709 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 374258 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 389094 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -14836 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -14836 | TotalRevenueColumn |
| Exclusion | -$14,836 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 78257117 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 75328525 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2928592 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2928592 | TotalRevenueColumn |
| Exclusion | $2,928,592 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 121879 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 131142 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 127389 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5510 | TotalRevenueColumn |
| Exclusion | -$5,510 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 133707296 | TotalRevenueColumn |
| Related Or Exempt Function Income | 107828819 | RelatedOrExemptFunctionIncome |
| Exclusion | $6,618,955 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30909685 | Total |
| Program Services | 30909685 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2606348 | Total |
| Program Services | 1031168 | ProgramServices |
| Management And General | 962741 | ManagementAndGeneral |
| Fundraising | 612439 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47638127 | Total |
| Program Services | 40079452 | ProgramServices |
| Management And General | 6467255 | ManagementAndGeneral |
| Fundraising | 1091420 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2134165 | Total |
| Program Services | 1810267 | ProgramServices |
| Management And General | 264973 | ManagementAndGeneral |
| Fundraising | 58925 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4428366 | Total |
| Program Services | 3428524 | ProgramServices |
| Management And General | 811662 | ManagementAndGeneral |
| Fundraising | 188180 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3155959 | Total |
| Program Services | 2630211 | ProgramServices |
| Management And General | 435282 | ManagementAndGeneral |
| Fundraising | 90466 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6388656 | Total |
| Program Services | 5565001 | ProgramServices |
| Management And General | 713089 | ManagementAndGeneral |
| Fundraising | 110566 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72050 | Total |
| Program Services | 27957 | ProgramServices |
| Management And General | 44093 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 287662 | Total |
| Program Services | 8487 | ProgramServices |
| Management And General | 279175 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3600 | Total |
| Management And General | 3600 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 861000 | Total |
| Management And General | 861000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40095 | Total |
| Program Services | 30491 | ProgramServices |
| Management And General | 9604 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 674775 | Total |
| Program Services | 299969 | ProgramServices |
| Management And General | 290611 | ManagementAndGeneral |
| Fundraising | 84195 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6687566 | Total |
| Program Services | 5611394 | ProgramServices |
| Management And General | 971141 | ManagementAndGeneral |
| Fundraising | 105031 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167332 | Total |
| Program Services | 38290 | ProgramServices |
| Management And General | 128809 | ManagementAndGeneral |
| Fundraising | 233 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 594486 | Total |
| Program Services | 170067 | ProgramServices |
| Management And General | 424419 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3781372 | Total |
| Program Services | 3080391 | ProgramServices |
| Management And General | 698683 | ManagementAndGeneral |
| Fundraising | 2298 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1991440 | Total |
| Program Services | 1882459 | ProgramServices |
| Management And General | 56214 | ManagementAndGeneral |
| Fundraising | 52767 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1788413 | Total |
| Program Services | 1370359 | ProgramServices |
| Management And General | 392076 | ManagementAndGeneral |
| Fundraising | 25978 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 890001 | Total |
| Program Services | 825863 | ProgramServices |
| Management And General | 64138 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6045846 | Total |
| Program Services | 4281561 | ProgramServices |
| Management And General | 1750431 | ManagementAndGeneral |
| Fundraising | 13854 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1207370 | Total |
| Program Services | 810582 | ProgramServices |
| Management And General | 396788 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Academic Programs | 1269016 | 1019782 | 242579 | 6655 |
| Bad Debts | 305904 | 305904 | ||
| Improvement | 1821453 | 1807899 | 9736 | 3818 |
| Program and Activities | 694641 | 473206 | 161533 | 59902 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126445328 | Total |
| Program Services | 107193065 | ProgramServices |
| Management And General | 16745536 | ManagementAndGeneral |
| Fundraising | 2506727 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5000 | BOY |
| EOY | 5000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47449526 | BOY |
| EOY | 50445116 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1205398 | BOY |
| EOY | 600952 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5477793 | BOY |
| EOY | 5175484 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6609973 | BOY |
| EOY | 15620182 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 620069 | BOY |
| EOY | 552852 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 779159 | BOY |
| EOY | 1531240 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 182571123 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 86005704 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82570118 | BOY |
| EOY | 96565419 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98691536 | BOY |
| EOY | 113749052 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23941087 | BOY |
| EOY | 25575524 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 267349659 | BOY |
| EOY | 309820821 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10120705 | BOY |
| EOY | 9325098 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1540969 | BOY |
| EOY | 5734225 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22797896 | BOY |
| EOY | 20968000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 416586 | BOY |
| EOY | 15267535 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9085497 | BOY |
| EOY | 8915459 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43961653 | BOY |
| EOY | 60210317 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125545272 | BOY |
| EOY | 139744852 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36348452 | BOY |
| EOY | 46367685 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61494282 | BOY |
| EOY | 63497967 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223388006 | BOY |
| EOY | 249610504 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 267349659 | BOY |
| EOY | 309820821 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 7261968 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 18349614 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 590571 | ReconcilationDonatedServices |
| Reconcilation Other Changes | 20345 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $8,998 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 8998 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER LEGISLATIVE ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B, 1i | ReturnReference |
| Explanation | 14% OF $39,274 DUES PAID TO INDEPENDENT COLLEGES AND UNIVERSITIES OF TEXAS (ICUT) WERE EXPENDED FOR HIGHER EDUCATION LEGISLATIVE ACTIVITIES, PLUS $3,500 PAID FOR LEGAL COUNSEL FEES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 134369499 | BeginningOfYearBalance |
| Contributions | 1479750 | Contributions |
| Investment Earnings Or Losses | 23059028 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3237818 | GrantsOrScholarships |
| Other Expenditures | 1996234 | OtherExpenditures |
| End Of Year Balance | 153674225 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 146360851 | BeginningOfYearBalance |
| Contributions | 898664 | Contributions |
| Investment Earnings Or Losses | -7389887 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3410400 | GrantsOrScholarships |
| Other Expenditures | 2089729 | OtherExpenditures |
| End Of Year Balance | 134369499 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 124769237 | BeginningOfYearBalance |
| Contributions | 900132 | Contributions |
| Investment Earnings Or Losses | 26116630 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3227352 | GrantsOrScholarships |
| Other Expenditures | 2197796 | OtherExpenditures |
| End Of Year Balance | 146360851 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 116470728 | BeginningOfYearBalance |
| Contributions | 1357781 | Contributions |
| Investment Earnings Or Losses | 12447599 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3342415 | GrantsOrScholarships |
| Other Expenditures | 2164456 | OtherExpenditures |
| End Of Year Balance | 124769237 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 147053622 | BeginningOfYearBalance |
| Contributions | 2317875 | Contributions |
| Investment Earnings Or Losses | -26222084 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2817000 | GrantsOrScholarships |
| Other Expenditures | 3861685 | OtherExpenditures |
| End Of Year Balance | 116470728 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.32430 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.41320 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.26250 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 600645 | OtherCostOrOtherBasis |
| Book Value | 600645 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 90520886 | OtherCostOrOtherBasis |
| Depreciation | 36472719 | Depreciation |
| Book Value | 54048167 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25672014 | OtherCostOrOtherBasis |
| Depreciation | 7462346 | Depreciation |
| Book Value | 18209668 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20976072 | OtherCostOrOtherBasis |
| Depreciation | 14512492 | Depreciation |
| Book Value | 6463580 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 44801506 | OtherCostOrOtherBasis |
| Depreciation | 27558147 | Depreciation |
| Book Value | 17243359 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 96565419 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| U.S. Real Estate Trust | 4588344 | F |
| U.S. Mineral Rights | 2184000 | F |
| Int'l Hedge Fund (Harbinger) | 1358434 | F |
| Multi-Strategy Private Equity | 13509594 | F |
| Funds held in Turst by Others | 3935152 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 25575524 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FN#47 Conditional Asset Retirement | $2,915,534 |
| Perkins Loan Program Advancement | $5,999,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8915459 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 120897141 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 18349614 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 590571 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 20345 | OtherRevenues |
| Revenue Not Rptd F990 | 18960530 | RevenueNotRptdF990 |
| Revenue Subtotal | 101936611 | RevenueSubtotal |
| Investment Expenses Not Included | 861000 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 30909685 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 31770685 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 133707296 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 94674643 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 94674643 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 861000 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 30909685 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 31770685 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 126445328 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| uses of endowment funds | schedule d, part v | Endowment spending purposes: 1. student scholarships 2. professor salaries and supporting expenses 3. academic programs 4. book purchases and others 5. building maintenance ASC 740 (FKA FIN48) Schedule D, Part X 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 2013 or 2012. Accounting principles generally accepted in the United States require Management to evaluate uncertain tax positions taken by the University. The 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 IRS or Treasury. Management has analyzed the tax positions taken by the University, and has concluded that as of May 31, 2013, 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. |
| Reconciliation of Revenue | Schedule D, Part XII | Line 2d: Rent & Fundraising Event Net: $ 20,346 Line 2d: Rounding (1) Line 4b: Scholarships $30,909,685 |
| Reconciliation of Expenses | Schedule D, Part XIII | Line 4b: Scholarships $30,909,685 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Nondiscriminatory Policy | Schedule E, Question 3 | THE POLICY IS INCLUDED IN ALL STUDENT CATALOGUES AND BROCHURES AND THE GRADUATE AND UNDERGRADUATE APPLICATION FORMS AND AT THE UNIVERSITY'S WEBSITE. 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. AS REQUIRED BY THE JEANNE CLERY DISCLOSURE OF CAMPUS SECURITY POLICY AND CAMPUS CRIME STATISTICS ACT, INFORMATION REGARDING CRIME STATISTICS, CAMPUS SAFETY, CRIME PREVENTION AND VICTIM'S ASSISTANCE IS AVAILABLE ON THE ST. MARY'S UNIVERSITY WEB SITE AT WWW.STMARYTX.EDU/POLICE/. A PAPER COPY OF THE REPORT IS AVAILABLE BY REQUEST. ADDITIONALLY, INFORMATION REGARDING GRADUATION AND RETENTION RATES IS AVAILABLE AT WWW.STMARYTX.EDU. ALL MATERIAL SENT TO ST. MARY'S UNIVERSITY BECOMES PROPERTY OF THE UNIVERSITY AND WILL NOT BE RELEASED. FINAL ADMISSION WILL BE GRANTED ONLY AFTER FINAL TRANSCRIPT OF HIGH SCHOOL AND/OR COLLEGE WORK IS RECEIVED |
| FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY | SCHEDULE E, QUESTION 6A | FINANCIAL AID IS PROVIDED TO ELIGIBLE STUDENTS BASED ON THE GOVERNMENTAL AGENCY'S REGULATIONS ON PELL, FSEOG, TEG AND OTHERS. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | EDUCATION PROGRAM | 182270 |
| Europe (Including Iceland and Greenland) | Program Services | EDUCATION PROGRAM | 56822 |
| Europe (Including Iceland and Greenland) | Program Services | EDUCATION PROGRAM | 259594 |
| Europe (Including Iceland and Greenland) | Program Services | EDUCATION PROGRAM | 267158 |
| East Asia and the Pacific | Program Services | EDUCATION PROGRAM | 73327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 839171 | SubtotalAmountSpent |
| Total Amount Spent | 839171 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ACCOUNTING METHOD | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 3, COLUMN (F) | ReturnReference |
| Explanation | ACCOUNTING METHOD IS CASH. THERE ARE NO INVESTMENTS. ALL ARE DISBURSEMENTS TO SUPPORT OVERSEAS EDUCATION PROGRAMS. ALL DISBURSEMENTS ARE MADE BY ST. MARY'S UNIVERSITY IN TEXAS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 136125 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 68327 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 67798 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 395 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 46920 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 8092 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 14815 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Tournament | NameOfEvent2 |
| Gross Receipts Event2 | 72158 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 39765 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 32393 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 225 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 25852 | RentFacilityCostsEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 44738 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 23050 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 21688 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 25033 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 3200 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 2857 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 253021 | GrossReceiptsTotal |
| Charitable Contributions Total | 131142 | CharitableContributionsTotal |
| Gross Revenue Total Events | 121879 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 620 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 97805 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 11292 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 17672 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 127389 | DirectExpenseSummaryEvents |
| Net Income Summary | -5510 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | EDUC GRANTS, SCHOLARSHIPS & TUITION DISCOUNTS | TypeOfGrant |
| Number Of Recipients | 2383 | NumberOfRecipients |
| Amount Of Cash Grant | 30909685 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | 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. NOTE: DUE TO THE NATURE OF THE SCHOLARSHIPS/AWARDS, THE AMOUNTS ARE NETTED WITH REVENUES, WHICH IS CONSISTENT WITH THE AUDITED FINANCIAL PRESENTATION. THUS, THE AWARDS ARE NOT REPORTED AS GRANTS. STUDENT LOANS: ST. MARY'S PARTICIPATES IN TWO FEDERAL LOAN PROGRAMS: 1) THE CAMPUS-BASED FEDERAL PERKINS STUDENT LOAN PROGRAM, IN WHICH SELECTION OF STUDENT RECIPIENTS IS MADE BY THE OFFICE OF FINANCIAL ASSISTANCE BASED UPON THE FAFSA AND FEDERAL REGULATIONS, AND 2) THE FFLEP PROGRAM, IN WHICH THE STUDENT SELF-SELECTS THE LENDER AND THE OFFICE OF FINANCIAL ASSISTANCE CERTIFIES ELIGIBILITY BASED UPON FEDERAL REGULATIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL S ARIENS | ||||||||||||||
| ASSOCIATE DEAN, LAW | 205219 | 0 | 0 | 12749 | 9037 | 227005 | 0 | |||||||
| CHARLES E CANTU | ||||||||||||||
| DEAN, LAW | 296943 | 0 | 0 | 17500 | 6568 | 321011 | 0 | |||||||
| VICTORIA M MATHER | ||||||||||||||
| ASSOCIATE DEAN, LAW | 221263 | 0 | 0 | 12837 | 9125 | 243225 | 0 | |||||||
| ANDRE HAMPTON | ||||||||||||||
| PROVOST | 207736 | 0 | 0 | 13668 | 9136 | 230540 | 0 | |||||||
| REBECKAH J DAY | ||||||||||||||
| VP FOR ADM & FINANCE | 182923 | 0 | 0 | 13047 | 4547 | 200517 | 0 | |||||||
| REYNALDO VALENCIA | ||||||||||||||
| ASSOCIATE DEAN, LAW | 196480 | 0 | 0 | 0 | 4385 | 200865 | 0 | |||||||
| SUZANNE M PETRUSCH | ||||||||||||||
| VP FOR ENROLLMENT MANAGEMENT | 146122 | 0 | 0 | 10537 | 4516 | 161175 | 0 | |||||||
| PAUL T KETTERING | ||||||||||||||
| VP FOR UNIVERSITY ADVANCEMENT | 170177 | 0 | 0 | 12229 | 9118 | 191524 | 0 | |||||||
| THOMAS M MENGLER | ||||||||||||||
| TRUSTEE/PRESIDENT | 213880 | 0 | 0 | 13125 | 18931 | 245936 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| CHARLES L COTRELL | ||||||||||||||
| PROFESSOR | 256074 | 0 | 0 | 16493 | 4329 | 276896 | 0 | |||||||
| ROBERT W PIATT | ||||||||||||||
| PROFESSOR, LAW | 224022 | 0 | 0 | 14369 | 5229 | 243620 | 0 | |||||||
| TANUJA SINGH | ||||||||||||||
| DEAN, BUSINESS SCHOOL | 223595 | 0 | 0 | 15570 | 4329 | 243494 | 0 | |||||||
| DAVID W SOMMER | ||||||||||||||
| PROFESSOR, BUSINESS SCHOOL | 213937 | 0 | 0 | 13433 | 8831 | 236201 | 0 | |||||||
| RAFAEL G MORAS | ||||||||||||||
| PROFESSOR/FACULTY | 197618 | 0 | 0 | 6416 | 8781 | 212815 | 0 | |||||||
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| CITY OF OLMOS PARK TEXAS HIGHER EDUC FAC CORP | ||||||||
| A | 521830729 | XXXXXXXXX | 2007-12-13 | 8500000 | RESIDENCE CONSTRUCTION PROJECT | false | false | false |
| CITY OF OLMOS PARK TEXAS HIGHER EDUC FAC CORP | ||||||||
| B | 521830279 | XXXXXXXXX | 2008-02-26 | 10000000 | RESIDENCE CONSTRUCTION PROJECT | false | false | false |
| CITY OF OLMOS PARK TEXAS HIGHER EDUC FAC CORP | ||||||||
| C | 521830729 | XXXXXXXXX | 2010-07-28 | 8724000 | REFINANCING 1999 REVENUE BONDS | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 250000 | 0 | 8651557 | 0 | 0 | 0 | 145975 | 0 | 0 | 7455582 | 0 | 0 | 2009 | false | false | true | true |
| B | 290000 | 0 | 10108756 | 0 | 0 | 0 | 165100 | 0 | 0 | 9943656 | 0 | 0 | 2009 | false | false | true | true |
| C | 864000 | 0 | 8724000 | 0 | 0 | 0 | 74000 | 0 | 0 | 0 | 0 | 0 | 2010 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | true |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | true |
| C | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Exception To RebateExceptionToRebate | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | false | false | false | false | 0 | false | false |
| 0 | ||||||||
| B | false | false | false | false | false | 0 | false | false |
| 0 | ||||||||
| C | false | false | false | false | false | 0 | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
| C | true |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 95369 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | selling price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OFFICER, DIRECTOR, TRUSTEE, KEY EMPLOYEE FAMILY OR BUSINESS RELATTIONSHIP | FORM 990, PART VI, QUESTION 2 | DAVID BIEGLER AND JACK BIEGLER ARE BROTHERS. |
| DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PART VI, QUESTION 6 | BYLAWS, ARTICLE 3: Members of the Corporation 3.1 Members of the Corporation The following shall be the members of the Corporation (each individually a "Member" and collectively 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"). |
| Descr of Classes of Persons, Nature of Rights & Type of Voting Rights | Form 990, Part VI, Questions 7a | BYLAWS, Article 3: 3.3 Powers of the Members of the Corporation The Members of the Corporation shall enjoy the following powers: (a) to approve and change the Bylaws of the University upon recommendation of the Board of Trustees in accordance with Article 10; (b) to approve nominees for the Board of Trustees recommended by the Executive Committee of the Board of Trustees or the Trustee Nominating Committee and to approve the dismissal of individuals serving on the Board of Trustees (each individual serving on the Board of Trustees a "Trustee" and collectively "Trustees") as reommended by a vote of the Board of Trustees, provided that such approval shall not, in either instance, be unreasonably withheld; (c) to approve the sale or transfer of any substantial part of the physical properties of the University; (d) to determine the distribution of the assets of the University in the event of its dissolution; and (e) to approve the recommendations for President of the University as proposed by the Presidential Nominating Committee of the Board of Trustees and that such approval shall not be unreasonably withheld. |
| Describe process used by management and/or governing body to review 990 | Form 990, Part VI, Question 11b | The University prepared the return, which then was reviewed by EY. The draft was distributed to the Audit Committee for their review and approval and made available to the Board prior to submission of the 990 filing. |
| Description of Process to Monitor Transactions for Conflicts of Interest | Form 990, Part VI, Question 12c | OFFICERS AND DIRECTORS ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY. THE INDIVIDUAL REPORTS TO THEIR RESPECTIVE SUPERVISOR AND/OR HUMAN RESOURCES OFFICE WHEN AN ISSUE ARISES. FACULTY WITH ADMINISTRATIVE RESPONSIBILITIES AND ALL STAFF ARE REQUIRED TO READ AND SIGN THE CODE OF BUSINESS CONDUCT ANNUALLY. MONITORING IS PERFORMED VIA CONTROLS AND FINANCIAL TRANSACTIONS AND SUPERVISORY OVERSIGHT. THE UNIVERSITY'S WHISTLEBLOWER POLICY WAS APPROVED BY THE BOARD OF DIRECTORS AND IMPLEMENTED ON MARCH 20, 2012. |
| Offices & Positions for Which Process Was Used & Year Process Was Begun | Form 990, Part VI, Question 15a | CEO AND OFFICERS SALARIES ARE REVIEWED EACH FISCAL YEAR AND BENCHMARKED WITH THE CUPA STUDY DATA FOR COMPARABILITY. THE PRESIDENT (CEO) SALARY IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. |
| Avail of Gov Docs, Conflict of Interest Policy & Fin Stmts to Gen Public | Form 990, Part VI, Question 19 | AUDITED FINANCIALS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FORMS 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ON THE WEB AT WWW.STMARYTX.EDU. |
| Reconciliation of Net Assets | Form 990, Part XI, Line 9 | RENT NET 14,836 FUNDRAISING EVENT NET 5,510 ROUNDING (1) ------ 20,345 |
| Financial Statements and Reporting | Form 990, Part XII, Question 2c | The University prepared the report, which then was reviewed by EY. The draft was distributed to the Audit Committee for their review and approval and made available to the Board prior to submission of the 990 filing. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAMINADE APARTMENTS HOUSING TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CAMINO SANTA MARIA | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581677557 | EIN |
| Primary Activities | HOUSING | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST MARY'S U | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ST MARY'S UNIVERSITY-ALUMNI ASSOCIATION | ||||||||||
| ONE CAMINO SANTA MARIA | SAN ANTONIO | TX | 78228 | 741742119 | SUPPORT | TX | 501(c)(3) | 5 | ST MARY'S U | false |
| Society of Mary of Marianist Province | ||||||||||
| 4425 West Pine Blvd | St Louis | MO | 63108 | 030415363 | Religious Org | MO | 501(c)(3) | 1 | ST MARY'S U | false |
| St Mary's University School of Law Fdn | ||||||||||
| One Camino Santa Maria | San Antonio | TX | 78228 | 204032309 | Support | TX | 501(c)(3) | 9 | ST MARY'S U | false |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Mary's Holdings | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CAMINO | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455275423 | EIN |
| Primary Activity | SUPPORT | PrimaryActivity |
| Legal Domicile State | TX | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST MARY'S UNIV | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | 12378900 | ShareOfTotalIncome |
| Share Of EOY Assets | 11213880 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ST MARY'S UNIVERSITY ALUMNI ASSOCIATION | ||
| C | 627000 | FMV |
| SOCIETY OF MARY OF MARIANIST PROVINCE | ||
| C | 439000 | FMV |