ST MARYS UNIVERSITY OF SAN ANTONIO: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ST MARYS UNIVERSITY OF SAN ANTONIO (EIN 74-1143128)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-02-18
- IRS object ID
- 201130499349300703
- Schema version
- 2009v1.7
- 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 | 2011-02-18T08:27:37-06:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | 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 | 111 MONUMENT CIRCLE SUITE 2600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-06-01 | 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) |
|---|---|---|
| Name Control | STMA | NameControl |
| Phone | 2104363414 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Camino Santa Maria | AddressLine1 |
| City | San Anotonio | City |
| State | TX | State |
| ZIP Code | 78228 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REBECKAH J DAY | Name |
| Title | VP-ADMIN&FINANCE | Title |
| Phone | 2104363414 | Phone |
| Date Signed | 2011-02-17 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHARLES L COTTRELL 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 | 78228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 167331834 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | 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 | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2402 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14232698 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13201724 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 90351612 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 96533443 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1602010 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2710105 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -5033 | OtherRevenuePriorYear |
| Other Revenue Current Year | -93761 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 106181287 | TotalRevenuePriorYear |
| Total Revenue Current Year | 112351511 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 26666836 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 28545049 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 50229071 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 53105431 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2586303 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 30628271 | OtherExpensePriorYear |
| Other Expenses Current Year | 31645560 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 107524178 | TotalExpensesPriorYear |
| Total Expenses Current Year | 113296040 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1342891 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -944529 | RevenuesLessExpensesCY |
| Total Assets BOY | 242020646 | TotalAssetsBOY |
| Total Assets EOY | 246273650 | TotalAssetsEOY |
| Total Liabilities BOY | 51715935 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 45677833 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 190304711 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 200595817 | NetAssetsOrFundBalancesEOY |
| 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 72848707 | Expense |
| Grants | 28545049 | Grants |
| Revenue | 74934382 | Revenue |
| Description | INSTRUCTION, ACADEMIC SUPPORT, RESEARCH AND STUDENT FINANCIAL AID ASSISTANCE: PROVIDES A CATHOLIC EDUCATION EXPERIENCE 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: 3,893, STUDENT TO FACULTY RATIO: 14 TO 1; 70 UNDERGRADUATE AND GRADUATE MAJORS AND OFFERS OVER 120 DEGREE PROGRAMS, WHICH INCLUDE 2 DOCTORAL AND 2 LAW PROGRAMS, AND 12 UNDERGRADUATE AND 10 GRADUATE JOINT PROGRAMS). AS PART OF THIS ACADEMIC PROGRAM, THE UNIVERSITY RECEIVED $667,500 OF DONATED SERVICES (ANNUAL SALARY CONTRIBUTIONS) FROM DEPARTMENT OF THE ARMY (ROTC). | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14155195 | Expense |
| Revenue | 14833634 | Revenue |
| Description | AUXILIARY ENTERPRISES: PROVIDES STUDENT WITH HOUSING, DINING AND BOOKSTORE SERVICES AND FACILITIES TO EXPERIENCE COMMUNITY LIVING ON CAMPUS EXPERIENCE. (ENROLLMENT: 3,893, STUDENT TO FACULTY RATIO: 14 TO 1; 70 UNDERGRADUATE AND GRADUATE MAJORS AND OFFERS OVER 120 DEGREE PROGRAMS, WHICH INCLUDE 2 DOCTORAL AND 2 LAW PROGRAMS, AND 12 UNDERGRADUATE AND 10 GRADUATE JOINT PROGRAMS). | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11247149 | Expense |
| Revenue | 7225237 | Revenue |
| Description | STUDENT AND COMMUNITY SERVICES PROGRAMS: PROVIDES STUDENTS WITH OPPORTUNITIES TO DEVELOP LEADERSHIP IN STUDENT, ACADEMIC, SOCIAL AND PROFESSIONAL ORGANIZATIONS. (ENROLLMENT: 3,893, STUDENT TO FACULTY RATIO: 14 TO 1; 70 UNDERGRADUATE AND GRADUATE MAJORS AND OFFERS OVER 120 DEGREE PROGRAMS, WHICH INCLUDE 2 DOCTORAL AND 2 LAW PROGRAMS, AND 12 UNDERGRADUATE AND 10 GRADUATE JOINT PROGRAMS) | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 98251051 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| 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 | 128 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2402 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| 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 |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | 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 | false | 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 DIRECTOR | 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 | 78228 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Brother Stephen Glodek SM | ||||||||
| Chancellor of St. Mary's Univ | 1.0 | X | X | 0 | 0 | 0 | ||
| Robert L Elizondo | ||||||||
| Chairman of the Board | 1.0 | X | X | 0 | 0 | 0 | ||
| Jack Paul Leon | ||||||||
| Vice Chairman of the Board | 1.0 | X | X | 0 | 0 | 0 | ||
| Maj Gen Alfred A Valenzuela Ret | ||||||||
| Secretary | 1.0 | X | X | 0 | 0 | 0 | ||
| Charles T Barrett Jr | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Martin D Beirne Jr | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Edward C Benninger | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Helen M Berridge | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| David W Biegler | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Jack Biegler | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Edward R Boyle | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Rebecca Quintanilla Cedillo | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| David C Dickson | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Brother Richard Dix SM | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Stephen M Dufilho | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Rev Timothy Eden SM ED D | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Rev James F Fitz SM | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Antonio Flores Jr | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Brother Victor M Forlani SM | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Sister Laura M Leming FMI PHD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Vincent L Y Lin PHD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| The Honorable Alma L Lopez | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Norma Martinez Lozano | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Clem Lyons | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Philip J Pfeiffer | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Fernando Reyes | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Susan Romo | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Michael A Schott | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Doris A Slay-Barber | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Brother Edward Violett SM PHD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Brother Thomas Wendorf SM PHD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Charles L Cotrell PHD | ||||||||
| President | 40.0 | X | X | 265310 | 0 | 25401 | ||
| Rebeckah J Day | ||||||||
| V.P for Admin. & Finance | 40.0 | X | 171214 | 0 | 16386 | |||
| Thomas Galvin | ||||||||
| V.P. University Advancement | 40.0 | X | 160663 | 0 | 15770 | |||
| Andre Hampton JD | ||||||||
| V.P. for Academic Affairs | 40.0 | X | 199694 | 0 | 19712 | |||
| Suzanne M Petrusch | ||||||||
| V.P. Enrollment Management | 40.0 | X | 134728 | 0 | 13665 | |||
| Katherine M Sisoian | ||||||||
| V.P. for Student Development | 40.0 | X | 121645 | 0 | 12714 | |||
| Rev Rudy Vela SM | ||||||||
| V.P. for University Ministry | 40.0 | X | 56525 | 0 | 3957 | |||
| Charles E Cantu JD | ||||||||
| Dean School of Law | 40.0 | 255284 | 0 | 19567 | X | |||
| Michael S Ariens JD | ||||||||
| Associate Dean, School of Law | 40.0 | 184919 | 0 | 19768 | X | |||
| Victoria M Mather JD | ||||||||
| Associate Dean, School of Law | 40.0 | 170036 | 0 | 17130 | X | |||
| Reynaldo Valencia JD | ||||||||
| Associate Dean, School of Law | 40.0 | 177043 | 0 | 3899 | X | |||
| David W Sommer | ||||||||
| Professor of Finance | 40.0 | 200906 | 0 | 20602 | X | |||
| Robert W Piatt JD | ||||||||
| Professor of Law | 40.0 | 194615 | 0 | 19802 | X | |||
| David A Schlueter JD | ||||||||
| Professor of Law | 40.0 | 178636 | 0 | 16405 | X | |||
| Kenneth M Gilley | ||||||||
| Professor of Management | 40.0 | 173072 | 0 | 18438 | X | |||
| Richard E Flint JD | ||||||||
| Professor of Law | 40.0 | 164623 | 0 | 13663 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2808913 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 256879 | TotalOtherCompensation |
| Number Individuals GT100 K | 94 | 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 | 3260911 |
| The Keller-Martin Organization Inc | |||||
| 4930 Enterprise Dr | SAN ANTONIO | TX | 78249 | Construction | 1430425 |
| Thomson West | |||||
| PO Box 64833 | ST PAUL | MN | 55164 | Publishing | 475527 |
| Christian Brothers | |||||
| 1205 Windham Parkway | ROMEOVILLE | IL | 60441 | Insurance | 441815 |
| Nebraska Book Company Inc | |||||
| PO Box 80529 | LINCOLN | NE | 68501 | Publishing | 421432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 30 | NumberOfContractorsGT100K |
| Fundraising Events | 77998 | FundraisingEvents |
| Government Grants | 8773540 | GovernmentGrants |
| All Other Contributions | 4350186 | AllOtherContributions |
| Noncash Contributions | 229781 | NoncashContributions |
| Total Contributions | 13201724 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EDUCATIONAL & GENERAL TUITION & FEES | 611310 | 79352553 | 79352553 |
| AUXILIARY ENTERPRISES SERVICES | 611710 | 14413438 | 14413438 |
| EDUCATIONAL HEALTH INSURANCE FEE INCOME | 611710 | 719736 | 719736 |
| Educational Program Fee Income | 611710 | 1311573 | 1311573 |
| EDUCATIONAL & INSTITUTIONAL FEE INCOME | 611710 | 736143 | 736143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 96533443 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2241626 | TotalRevenueColumn |
| Exclusion | $2,241,626 | 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 | 420196 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 503644 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -83448 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -83448 | TotalRevenueColumn |
| Exclusion | -$83,448 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 54880760 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 54412281 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 468479 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 468479 | TotalRevenueColumn |
| Exclusion | $468,479 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 54085 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 77998 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 64398 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -10313 | TotalRevenueColumn |
| Exclusion | -$10,313 | 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 | 112351511 | TotalRevenueColumn |
| Related Or Exempt Function Income | 96533443 | RelatedOrExemptFunctionIncome |
| Exclusion | $2,616,344 | 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 | 28545049 | Total |
| Program Services | 28545049 | 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 | 2297867 | Total |
| Program Services | 908562 | ProgramServices |
| Management And General | 811995 | ManagementAndGeneral |
| Fundraising | 577310 | 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 | 41947365 | Total |
| Program Services | 36099567 | ProgramServices |
| Management And General | 4881549 | ManagementAndGeneral |
| Fundraising | 966249 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1788147 | Total |
| Program Services | 1545252 | ProgramServices |
| Management And General | 197934 | ManagementAndGeneral |
| Fundraising | 44961 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4455937 | Total |
| Program Services | 3199281 | ProgramServices |
| Management And General | 1072236 | ManagementAndGeneral |
| Fundraising | 184420 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2616115 | Total |
| Program Services | 2209136 | ProgramServices |
| Management And General | 324852 | ManagementAndGeneral |
| Fundraising | 82127 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4636199 | Total |
| Program Services | 4090621 | ProgramServices |
| Management And General | 522784 | ManagementAndGeneral |
| Fundraising | 22794 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114037 | Total |
| Program Services | 55527 | ProgramServices |
| Management And General | 58510 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280750 | Total |
| Program Services | 1350 | ProgramServices |
| Management And General | 279400 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34089 | Total |
| Program Services | 12613 | ProgramServices |
| Management And General | 21476 | 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 | 482000 | Total |
| Program Services | 482000 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 581742 | Total |
| Program Services | 296417 | ProgramServices |
| Management And General | 14779 | ManagementAndGeneral |
| Fundraising | 270546 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6032831 | Total |
| Program Services | 5450499 | ProgramServices |
| Management And General | 321417 | ManagementAndGeneral |
| Fundraising | 260915 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242363 | Total |
| Program Services | 171109 | ProgramServices |
| Management And General | 71251 | ManagementAndGeneral |
| Fundraising | 3 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 428211 | Total |
| Program Services | 113864 | ProgramServices |
| Management And General | 314347 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3222995 | Total |
| Program Services | 3000468 | ProgramServices |
| Management And General | 208273 | ManagementAndGeneral |
| Fundraising | 14254 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1625406 | Total |
| Program Services | 1570432 | ProgramServices |
| Management And General | 16341 | ManagementAndGeneral |
| Fundraising | 38633 | 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 | 1071109 | Total |
| Program Services | 936432 | ProgramServices |
| Management And General | 104764 | ManagementAndGeneral |
| Fundraising | 29913 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1412309 | Total |
| Program Services | 1158951 | ProgramServices |
| Management And General | 253358 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5934037 | Total |
| Program Services | 4203140 | ProgramServices |
| Management And General | 1719163 | ManagementAndGeneral |
| Fundraising | 11734 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1023878 | Total |
| Program Services | 658806 | ProgramServices |
| Management And General | 362124 | ManagementAndGeneral |
| Fundraising | 2948 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM AND EVENTS | 2101325 | 1619351 | 402981 | 78993 |
| Chaminade | 726662 | 726662 | ||
| Furnishing | 587769 | 569886 | 17883 | |
| Improvement | 568542 | 510207 | 58335 | |
| BAD DEBTS & OTHERS | 539306 | 115869 | 422934 | 503 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113296040 | Total |
| Program Services | 98251051 | ProgramServices |
| Management And General | 12458686 | ManagementAndGeneral |
| Fundraising | 2586303 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51491113 | BOY |
| EOY | 47729692 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1045746 | BOY |
| EOY | 1178891 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6113438 | BOY |
| EOY | 4102728 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9233995 | BOY |
| EOY | 8546173 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 531491 | BOY |
| EOY | 483470 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 999803 | BOY |
| EOY | 1132789 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 154737941 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 75311503 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82763977 | BOY |
| EOY | 79426438 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78230195 | BOY |
| EOY | 87737770 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11610888 | BOY |
| EOY | 15930699 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242020646 | BOY |
| EOY | 246273650 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7513084 | BOY |
| EOY | 5872247 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2134329 | BOY |
| EOY | 1776629 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31468491 | BOY |
| EOY | 27849448 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 752753 | BOY |
| EOY | 527653 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9847278 | BOY |
| EOY | 9651856 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51715935 | BOY |
| EOY | 45677833 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103728160 | BOY |
| EOY | 108206174 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28716217 | BOY |
| EOY | 32937055 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57860334 | BOY |
| EOY | 59452588 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190304711 | BOY |
| EOY | 200595817 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242020646 | BOY |
| EOY | 246273650 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | $21,817 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 21817 | 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, 11 | ReturnReference |
| Explanation | 64% OF $34,089 MEMBERSHIP DUES ($21,817) PAID TO INDEPENDENT COLLEGES AND UNIVERSITIES OF TEXAS (ICUT) WERE EXPENDED FOR LEGISLATIVE ACTIVITIES. | 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 | 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 Minus1 Year CurrentYearMinus1Year
| 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 | 0.33550 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.66450 | PermanentEndowmentEOYBalance |
| 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 | 93436420 | OtherCostOrOtherBasis |
| Depreciation | 34280439 | Depreciation |
| Book Value | 59155981 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12923861 | OtherCostOrOtherBasis |
| Depreciation | 5270925 | Depreciation |
| Book Value | 7652936 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19202670 | OtherCostOrOtherBasis |
| Depreciation | 11678158 | Depreciation |
| Book Value | 7524512 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28574345 | OtherCostOrOtherBasis |
| Depreciation | 24081981 | Depreciation |
| Book Value | 4492364 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 79426438 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| US REAL ESTATE TRUSTS | 3682606 | F |
| US MINERAL RIGHTS | 1045700 | F |
| INTERNATIONAL HEDGE FUNDS | 4014092 | F |
| MULTI-STRATEGY PRIV EQUITIES | 3881922 | F |
| FUNDS HELD IN TRUST BY OTHERS | 3306379 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 15930699 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FN#47-CONDITIONAL ASSET RETIREMENT | $2,915,534 |
| PERKINS LOAN PROGRAM ADVANCE | $6,494,322 |
| CAPITAL LEASE OBLIGATIONS | $242,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9651856 | TotalOfAmounts |
| Total Revenue | 112351511 | TotalRevenue |
| Total Expenses | 113296040 | TotalExpenses |
| Excess Or Deficit For Year | -944529 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 10568135 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 667500 | DonatedServicesAndFacilities |
| Total Adjustments | 11235635 | TotalAdjustments |
| Excess Or Deficit Per FS | 10291106 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 95063741 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 10568135 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 667500 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 503644 | OtherRevenues |
| Revenue Not Rptd F990 | 11739279 | RevenueNotRptdF990 |
| Revenue Subtotal | 83324462 | RevenueSubtotal |
| Investment Expenses Not Included | 482000 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 28545049 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 29027049 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 112351511 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 84772635 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 503644 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 503644 | ExpensesNotRptdF990 |
| Expenses Subtotal | 84268991 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 482000 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 28545049 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 29027049 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 113296040 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (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 |
| Reconciliation of Revenue | Schedule D, Part XII | Line 2d: Rental Expenses 503,644 Line 4b: Scholarships 28,545,049 |
| Reconciliation of Expenses | Schedule D, Part XIII | Line 2d: Rental Expenses 503,644 Line 4b: Scholarships 28,545,049 |
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 |
| Pub Via Broadcast Media Expln | The policy is included in all student catalogues and brochures and the GRADUATE AND UNDERGRADUATE APPLICATION FORMS AND AT THE UNIVERSITY'S WEBSITE. | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | Financial aid is provided to eligible students based on the governmental agency's regulations on PELL, SEOG, TEG and Others. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 2 | 0 | Program Services | EDUCATION | 83668 |
| Middle East and North Africa | 1 | 0 | Program Services | EDUCATION | 49668 |
| Europe (Including Iceland and Greenland) | 1 | 0 | Program Services | EDUCATION | 154668 |
| Europe (Including Iceland and Greenland) | 1 | 0 | Program Services | EDUCATION | 114345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 5 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 402349 | TotalAmountSpent |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 77183 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 50273 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 26910 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 42959 | RentFacilityCostsEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 33712 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 16569 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 17143 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 14089 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 800 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 21188 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 11156 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 10032 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 5463 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 1087 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 132083 | GrossReceiptsTotal |
| Charitable Contributions Total | 77998 | CharitableContributionsTotal |
| Gross Revenue Total Events | 54085 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 62511 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 1887 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 64398 | DirectExpenseSummaryEvents |
| Net Income Summary | -10313 | 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 | 1852 | NumberOfRecipients |
| Amount Of Cash Grant | 28545049 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule I | Identifier |
| Return Reference | Description of Organization's Procedures for Monitoring the Use of Grants | ReturnReference |
| Explanation | AWARDING OF SCHOLARSHIPS SCHEDULE I, PART IV 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 (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Charles L Cotrell PHD | |||||||||||||
| 265310 | 0 | 0 | 0 | 0 | 0 | 17150 | 0 | 8251 | 0 | 290711 | 0 | 0 | 0 |
| Rebeckah J Day | |||||||||||||
| 171214 | 0 | 0 | 0 | 0 | 0 | 12146 | 0 | 4240 | 0 | 187600 | 0 | 0 | 0 |
| Thomas Galvin | |||||||||||||
| 160663 | 0 | 0 | 0 | 0 | 0 | 11261 | 0 | 4509 | 0 | 176433 | 0 | 0 | 0 |
| Andre Hampton JD | |||||||||||||
| 199694 | 0 | 0 | 0 | 0 | 0 | 11900 | 0 | 7812 | 0 | 219406 | 0 | 0 | 0 |
| Charles E Cantu JD | |||||||||||||
| 255284 | 0 | 0 | 0 | 0 | 0 | 15668 | 0 | 3899 | 0 | 274851 | 0 | 0 | 0 |
| Michael S Ariens JD | |||||||||||||
| 184919 | 0 | 0 | 0 | 0 | 0 | 12112 | 0 | 7656 | 0 | 204687 | 0 | 0 | 0 |
| Victoria M Mather JD | |||||||||||||
| 170036 | 0 | 0 | 0 | 0 | 0 | 11301 | 0 | 5829 | 0 | 187166 | 0 | 0 | 0 |
| Reynaldo Valencia JD | |||||||||||||
| 177043 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3899 | 0 | 180942 | 0 | 0 | 0 |
| David W Sommer | |||||||||||||
| 200906 | 0 | 0 | 0 | 0 | 0 | 12790 | 0 | 7812 | 0 | 221508 | 0 | 0 | 0 |
| Robert W Piatt JD | |||||||||||||
| 194615 | 0 | 0 | 0 | 0 | 0 | 13159 | 0 | 6643 | 0 | 214417 | 0 | 0 | 0 |
| David A Schlueter JD | |||||||||||||
| 178636 | 0 | 0 | 0 | 0 | 0 | 10576 | 0 | 5829 | 0 | 195041 | 0 | 0 | 0 |
| Kenneth M Gilley | |||||||||||||
| 173072 | 0 | 0 | 0 | 0 | 0 | 10782 | 0 | 7656 | 0 | 191510 | 0 | 0 | 0 |
| Richard E Flint JD | |||||||||||||
| 164623 | 0 | 0 | 0 | 0 | 0 | 9764 | 0 | 3899 | 0 | 178286 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| CITY OF OLMOS PARK TEXAS HIGHER EDUC FAC CORP | ||||||
| 521830729 | XXXXXXXXX | 2006-07-25 | 6690345 | TECHNOLOGY FINANCING PROJECT | false | false |
| CITY OF OLMOS PARK TEXAS HIGHER EDUC FAC CORP | ||||||
| 521830729 | XXXXXXXXX | 2007-12-13 | 8500000 | RESIDENCE CONSTRUCTION PROJECT | false | false |
| CITY OF OLMOS PARK TEXAS HIGHER EDUC FAC CORP | ||||||
| 521830729 | 2008-02-26 | 10000000 | RESIDENCE CONSTRUCTION PROJECT | false | false | |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 7012493 | 0 | 0 | 0 | 70345 | 0 | 6473996 | 2008 | false | false | true | true |
| 8651557 | 0 | 0 | 0 | 145975 | 0 | 7455582 | 2009 | false | false | true | true |
| 10108756 | 0 | 0 | 0 | 165100 | 0 | 9943656 | 2009 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | false | false |
| false | false | false | false | false | false |
| false | false | false | false | false | false |
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 | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 76781 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 153000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | selling price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Supplemental Information | 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 & 7b 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 (as defined below) 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 reommmended 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 (as defined below) 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 11 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 | Employees/officers/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. Staff is required to read and sign the code of business conduct annually. Monitoring is performed via internal controls surrounding financial transactions and supervisory oversight. | Form 990, Part VI, Question 12c |
| Offices & Positions for Which Process was Used, & Year Process was Begun | The president's salary was approved by the executive committee of the board, and all executive salaries are compared to CUPA, peer salary. | Form 990, Part VI, Question 15a |
| Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public | 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. www.stmarytx.edu. www.stmarytx.edu. | Form 990, Part VI, Question 19 |
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 | 1002107 | TotalIncome |
| EOY Assets | 1174047 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | 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 |
|---|---|---|---|---|---|---|---|---|---|
| St Mary's University-Alumni AssociatiON | |||||||||
| One Camino Santa Maria | San Antonio | TX | 78228 | 741742119 | SUPPORT | TX | 501(c)(3) | 5 | NA |
| Society of Mary of Marianist Province | |||||||||
| 4425 West Pine Blvd | St Louis | MO | 63108 | 030415363 | Religious Org | MO | 501(c)(3) | 1 | NA |
| St Mary's University School of Law FDN | |||||||||
| One Camino Santa Maria | San Antonio | TX | 78228 | 204032309 | Support | TX | 501(c)(3) | 9 | NA |
| 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 |
| 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 |
|---|---|
| MARIANIST PROVINCE OF THE UNITED STATES | |
| c | 548121 |
| ST MARY'S UNIVERSITY ALUMNI ASSOCIATION | |
| C | 220735 |