2026-04-14T17:05:51-05:00 2025-05-31 134255527 CALVETTI FERGUSON 250 W NOTTINGHAM DR SUITE 100 SAN ANTONIO TX 78209 990 2024-06-01 740878670 SAN ANTONIO ACADEMY OF TEXAS SANA 2107337331 117 EAST FRENCH PLACE SAN ANTONIO TX 78212 RICHARD L DELANO CHIEF FINANCIAL OFFICER 2107337331 2026-04-14 1 1 KIMIKO BACA P01268795 2105363200 2024 2025-03-06 01:10:19Z RICHARD L DELANO 117 EAST FRENCH PLACE SAN ANTONIO TX 78212 17867135 0 X WWW.SA-ACADEMY.ORG X 1886 TX THE MISSION OF SAN ANTONIO ACADEMY OF TEXAS IS TO OFFER AN EXCEPTIONAL EDUCATION INTENTIONALLY CRAFTED FOR BOYS, AGES, PREKINDERGARTEN THROUGH EIGHTH GRADE. 17 17 202 250 0 0 6907720 1423093 9270390 9893428 2547692 6099214 232823 199099 18958625 17614834 843495 945472 0 0 7993061 8152806 0 0 245345 4119581 4079765 12956137 13178043 6002488 4436791 59139056 61380186 3888530 3716285 55250526 57663901 X SEE SCHEDULE OSAN ANTONIO ACADEMY OF TEXAS OFFERS PREKINDERGARTEN THROUGH EIGHTH GRADE BOYS AN EXCEPTIONAL ACADEMIC PROGRAM THAT FEATURES SMALL CLASSES, A FAMILY-LIKE ATMOSPHERE, THE DEVELOPMENT OF A POSITIVE SELF IMAGE AND A FOUNDATION FOR LIFE BASED UPON LOVE OF GOD AND COUNTRY, INTEGRITY AND RESPECT FOR EACH OTHER. 0 0 9695618 945472 9893428 EDUCATION PROVIDED TO 319 STUDENTS ENROLLED DURING THE SCHOOL YEAR AND ADDITIONALLY, SUMMER PROGRAM BROUGHT BOYS AND GIRLS TO OUR CAMPUS FOR 256 SPECIALTY CLASSES. SAN ANTONIO ACADEMY OF TEXAS TEACHES BOYS TO BE THE BEST THEY CAN BE BY TEACHING TECHNIQUES SPECIALLIZING IN BOYS, SPORTSMANSHIP, SELF-DISCIPLINE AND LEADERSHIP. 9695618 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 39 0 1 202 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X RICHARD L DELANO 2107337331 117 EAST FRENCH PLACE SAN ANTONIO TX 78212 NELWYN BELT TRUSTEE 1.00 X 0 0 0 TREY EMBREY TRUSTEE 1.00 X 0 0 0 CECE GRIFFIN TRUSTEE 1.00 X 0 0 0 JENNIFER DEWAR TRUSTEE 1.00 X 0 0 0 MIKE HOWARD TRUSTEE 1.00 X 0 0 0 MATT SILVA TRUSTEE 1.00 X 0 0 0 A J LEWIS TRUSTEE 1.00 X 0 0 0 ALCIDE LONGORIA TRUSTEE 1.00 X 0 0 0 CASSANDRA ORTIZ TRUSTEE 1.00 X 0 0 0 MICHAEL WOOD TRUSTEE 1.00 X 0 0 0 ANDREW SIMMS TRUSTEE 1.00 X 0 0 0 JENNY WOOD TRUSTEE 1.00 X 0 0 0 TODD BROCKWELL TRUSTEE/CHAIRMAN 1.00 X X 0 0 0 JOSEPH SHIELDS TRUSTEE/VICE-CHAIRMAN 1.00 X X 0 0 0 ROGER HILL TRUSTEE/EX-OFFICIO 1.00 X X 0 0 0 KAREN BRYANT TRUSTEE/TREASURER 1.00 X X 0 0 0 ELIZABETH FRY TRUSTEE/SECRETARY 1.00 X X 0 0 0 PAUL QUICK HEADMASTER 40.00 X 307747 0 27773 RICHARD L DELANO CHIEF FINANCIAL OFFICER 40.00 X 157519 0 21292 NICHOLAS WILLIAMS DIRECTOR OF PLANT AND MAINTENANCE 40.00 X 112426 0 5358 WILLIAM WRAY DIRECTOR OF TECHNOLOGY 40.00 X 103217 0 14468 ERNEST COX DIRECTOR OF MIDDLE SCHOOL/COUNSELING 40.00 X 105227 0 26876 786136 0 95767 6 0 1 0 MALITZ CONSTRUCTION INC 8634 CROWNHILL BLVD SAN ANTONIO TX 78209 PROJECT MANAGEMENT/PROJECT CONTRACTOR 414335 LABATT FOOD SERVICE PO BOX 137 SAN ANTONIO TX 782910137 FOOD/BEVERAGE PROVIDER 181784 LPA INC PO BOX 7399 NEWPORT BEACH CA 92658 ARCHITECTURE SERVICES 178000 CITY WIDE FACILITY SOLUTIONS OF SAN ANTO 401 ISOM ROAD STE 280 SAN ANTONIO TX 78216 JANITORIAL SERVICES 151756 PHILADELPHIA INSURANCE COMPANIES PO BOX 70251 PHILADELPHIA PA 191760251 INSURANCE 140077 5 290343 1132750 9600 1423093 TUITION AND FEES 611710 8814727 8814727 SUMMER PROGRAM 611710 739748 739748 ENRICHMENT PROGRAM 611710 198229 198229 OTHER PROGRAMS 611710 140724 140724 9893428 6095214 6095214 110285 0 110285 110285 110285 73321 69321 4000 4000 4000 13482 290343 85240 -71758 -71758 21190 6050 15140 15140 198093 91690 106403 106403 MISCELLANEOUS REVENUE 611710 39029 39029 39029 17614834 9893428 0 6298313 945472 945472 514332 377025 127463 9844 6366672 4691946 1546565 128161 802457 522567 270916 8974 469345 338625 120924 9796 140080 140080 610136 225313 355660 29163 88879 4004 84875 593220 362750 197249 33221 34442 10942 23500 236811 160299 56461 20051 51938 45803 6135 53224 41557 11667 1172418 1113797 58621 131824 110732 21092 OTHER PROGRAM EXPENSES 315844 315844 OTHER ACADEMIC EXPENSES 267735 253880 13855 REPAIRS & MAINTENANCE 186733 78920 107813 ENRICHMENT/SUMMER PROGR 130998 130998 65483 10947 54536 13178043 9695618 3237080 245345 3573775 3236594 1477552 2115622 504320 298410 100328 107623 244207 209477 150936 121949 30319378 16012057 13931552 14307321 39149586 40976390 6800 6800 59139056 61380186 1267759 1377817 2620771 2338468 3888530 3716285 X 27834561 31463062 27415965 26200839 55250526 57663901 59139056 61380186 4436791 -2023416 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6800 0 36048050 143346 3520681 1472188 38239889 24384963 5138500 7989506 1464919 36048050 24922835 572830 163605 1274307 24384963 34404626 753500 -2364592 7870698 24922836 26068878 781575 8584591 1030418 34404626 0.33537 0.66464 0.00000 0 0 996107 996107 24660704 12082011 12578693 4640649 3930046 710603 21918 21918 14307321 14715519 -2023416 -827509 -2850925 17566444 140080 -91690 48390 17614834 12302144 91690 91690 12210454 140080 827509 967589 13178043 PART V, LINE 4: THE ACADEMY'S ENDOWMENT CONSISTS OF NUMEROUS FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE ACADEMY HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR A MAXIMUM OF 4.5% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PREVIOUS 12 QUARTERS. IN ESTABLISHING THIS POLICY, THE ACADEMY CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, THE ACADEMY EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW IN EXCESS OF THE AVERAGE RATE OF INFLATION. THIS IS CONSISTENT WITH THE ACADEMY'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS -827,509. PART XI, LINE 4B - OTHER ADJUSTMENTS: COSTS OF GOODS SOLD -91,690. PART XII, LINE 2D - OTHER ADJUSTMENTS: COSTS OF GOODS SOLD 91,690. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 827,509. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED ANNUALLY IN LOCAL NEWSPAPER AND INCLUDED ON WEBSITE. SPECIAL EVENTS 303825 290343 13482 85240 303825 290343 13482 85240 85240 -71758 21190 6050 1 0.00300 21190 6050 6050 15140 TX 0 FUNDRAISING EVENT 0 0 0 1.00000 EMILY ITURBE 117 EAST FRENCH PLACE SAN ANTONIO TX 78212 0 EMILY ITURBE 599 COORDINATION AND OTHER LOGISTICS X 0 1 SCHOLARSHIPS 51 945472 PART I, LINE 2: IT IS EXPECTED THAT SCHOLARS SCORE A "B" AVERAGE OR HIGHER IN ALL COURSES, MAINTAIN A RECORD OF GOOD CONDUCT, AND PARTICIPATE IN AT LEAST TWO EXTRACURRICULAR ACTIVITIES EACH YEAR IN ORDER TO MAINTAIN THEIR SCHOLARSHIPS. THESE EXPECTATIONS ARE MONITORED BY THE SCHOLARSHIP COMMITTEE. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 PAUL QUICK HEADMASTER 307747 0 0 0 0 0 18200 0 9573 0 335520 0 0 0 RICHARD L DELANO CHIEF FINANCIAL OFFICER 157519 0 0 0 0 0 11751 0 9541 0 178811 0 0 0 PART I, LINE 1A TRAVEL WITH COMPANION IS REQUIRED BY ACCREDITING ORGANIZATION INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST (ISAS) FOR THE ANNUAL HEADS MEETING. DISCRETIONARY SPENDING ACCOUNT IS NOT PERSONAL BUT FOR UNBUDGETED ITEMS THAT THE HEAD FEELS IS NECESSARY FOR OUR STUDENTS. 45060 DISCOUNTED TUITION EMPLOYEE DISCOUNT SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION SAN ANTONIO ACADEMY OF TEXAS 117 EAST FRENCH PLACE SAN ANTONIO, TX 78212 EMPLOYER IDENTIFICATION NUMBER: 74-0878670 FOR THE YEAR ENDING MAY 31, 2025 SAN ANTONIO ACADEMY OF TEXAS IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS THOROUGHLY REVIEWED BY THE CFO. IT IS THEN PRESENTED TO THE FINANCE COMMITTEE AND FINALLY, REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE ACADEMY HAS A CONFLICT OF INTEREST POLICY THAT REQUIRES COVERED MEMBERS TO NOTIFY THE BOARD OF TRUSTEES OR MANAGEMENT OF POTENTIAL CONFLICTS WHEN THEY EXIST SO THAT PROPER RESOLUTION CAN BE PROVIDED. THE POLICY IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE ACADEMY STRIVES TO BE COMPETITIVE WITH SALARIES FOR FACULTY AND STAFF. MANAGEMENT COMPARES SALARY RATES WITH STATISTICS PUBLISHED BY THE ACCREDITING ORGANIZATION INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST (ISAS) AND WITH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS). FORM 990, PART VI, SECTION C, LINE 19 A COPY IS MAINTAINED IN THE MAIN ADMINISTRATION OFFICE AND IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B: RESPONSES TO POLICY QUESTIONS ON LINES 11A THGROUGH 14 ALSO APPLY TO DISREGARDED RELATED ENTITY MIV 2200, LLC [MIV]. MIV DOES NOT HAVE EMPLOYEES, THUS LINES 15A AND 15B DO NOT APPLY. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR HAVE NOT CHANGED FROM THE PRIOR YEAR. MIV 2200 LLC 117 E FRENCH PL SAN ANTONIO TX 78212 824972087 TO HOLD AND MAINTAIN PROPERTY TX SAN ANTONIO ACADEMY OF TEXAS