2026-03-26T16:04:18-04:00 2024-06-30 274260531 Badger & Badger LLC 18402 US Hwy 281 North Ste 281 San Antonio TX 78259 990 2023-07-01 740877330 SAINT MARYS HALL SAIN 9401 STARCREST DRIVE SAN ANTONIO TX 78217 BRITTANY PERKINS CFO 2104839100 2026-03-26 true true Shannon Badger P01610902 2109515577 X 2023 2025-03-06 01:10:19Z 27758577 false X WWW.SMHALL.ORG X 1879 TX THE MISSION OF SAINT MARYS HALL IS TO PREPARE OUR STUDENTS FOR SUCCESS IN COLLEGE AND FULFILLMENT IN LIFE. 21 21 419 455 0 0 1299147 1631420 19269926 17523207 2858193 7387527 511120 703106 23938386 27245260 2696058 3200156 0 18703512 20101425 0 843118 9542764 4420169 30942334 27721750 -7003948 -476490 127458953 138157671 6091232 18458586 121367721 119699085 THE MISSION OF SAINT MARYS HALL IS TO PREPARE OUR STUDENTS FOR SUCCESS IN COLLEGE AND FULFILLMENT IN LIFE. false false 15735722 3200156 17523208 SAINT MARYS HALL IS AN INDEPENDENT CO-EDUCATIONAL INSTITUTION SERVING APPROXIMATELY 750 STUDENTS FROM MONTESSORI THROUGH FORM 12. SAINT MARYS HALL EDUCATION ENCOURAGES A LIFELONG LOVE OF LEARNING IN ANENVIRONMENT OF RESPECT, RESPONSIBILITY, COURAGE, COMPASSION AND INTEGRITY. SAINT MARYS HALL IS AMONG THE FINEST COLLEGE PREPARATORY SCHOOLS IN THE COUNTRY. WE ARE DEDICATED TO A CONTINUUM OF EXCELLENCE IN EDUCATION, BEGINNING WITH EARLY CHILDHOOD LEARNING IN OUR MONTESSORI AND KINDERGARTEN PROGRAM, CONTINUING THROUGH LOWER SCHOOL AND MIDDLE SCHOOL, AND CULMINATING IN OUR COMPREHENSIVE COLLEGE PREPARATORY PROGRAM IN UPPER SCHOOL. OVERALL, THE SAINT MARYS HALL PROGRAM SEEKS TO PROVIDE EACH STUDENT WITH AN OPPORTUNITY TO ATTAIN HIS OR HERPERSONAL BEST. THE SPECIFIC OBJECTIVE OF A SAINT MARYS HALL EDUCATION IS TO COMBINE MORAL AND CHARACTER-BUILDING GOALS WITH ACADEMIC, ATHLETIC AND ARTISTIC GOALS. 15735722 true true false false false false false false false true true true false false true false false false true false true false false false false false false false true true false false false false false false false false false false false false false true false false false true 300 0 419 true true true false false false false false false false false false false false X 21 21 false false false false false false false true true false false false true true true true true true false false X X MARCUS DODD 2104839100 9401 STARCREST DRIVE SAN ANTONIO TX 78217 LEONARD MILLER HEAD OF SCHOOL 40.00 1.00 X 387694 0 16830 JIM BOB WOMACK ASST HEAD OF SCHOOL FOR ADVAN 40.00 0.00 X 222449 0 11092 MICHAEL HARRIMAN CHIEF TECHNOLOGY OFFICER 40.00 0.00 X 165904 0 13243 ELLEN DEITRICH ASST HEAD OF SCHOOL FOR ACAD 40.00 1.00 X 163200 0 8160 KHRISTI R BATES HEAD OF LOWER SCHOOL 1.00 1.00 X 161692 0 9620 JULIE R HELLMUND DIRECTOR OF ADMISSION 1.00 1.00 X 143255 0 11352 MARCUS DODD CEO & CFO 40.00 1.00 X 145833 0 7292 ELIZABETH STOCKDALE HEAD OF UPPER SCHOOL 1.00 1.00 X 137578 0 6829 SARAH VISGIE HEAD OF MIDDLE SCHOOL 40.00 0.00 X 136000 0 6732 SANDRA LOPEZ-MORALES ASST HEAD OF SCHOOL FOR STUDE 40.00 0.00 X 126403 0 6732 PARNAK CHARKHCHI TRUSTEE 0.00 0.00 X 0 0 0 PAIGE CHEATHAM TRUSTEE 0.00 0.00 X 0 0 0 KENNETH BETHUNE TRUSTEE 0.00 0.00 X 0 0 0 JAY BULLOCK TRUSTEE 0.00 0.00 X 0 0 0 FABIOLA KAASE TRUSTEE 0.00 0.00 X 0 0 0 SAMUEL GLAST TRUSTEE 0.00 0.00 X 0 0 0 ANATOLO CRUZ III TRUSTEE 0.00 0.00 X 0 0 0 YASHIKA DOOLEY TRUSTEE 0.00 0.00 X 0 0 0 NIKISHA BAKER TRUSTEE 0.00 0.00 X 0 0 0 EDWARD AUSTIN JR TRUSTEE EMERITUS 0.00 0.00 X 0 0 0 BENJAMIN TUBB TRUSTEE 0.00 0.00 X 0 0 0 CONNIE MCCOMBS MCNAB TRUSTEE EMERITUS 0.00 0.00 X 0 0 0 RONALD HERMMANN TRUSTEE EMERITUS 0.00 0.00 X 0 0 0 EASTON MCNAB TRUSTEE 0.00 0.00 X 0 0 0 CLAUDIA KYPUROS TRUSTEE 0.00 0.00 X 0 0 0 FLOR RICHARDS TRUSTEE 0.00 0.00 X 0 0 0 SOAD MICHELSEN TRUSTEE 0.00 0.00 X 0 0 0 ELISE BOYAN CHAIR 0.00 0.00 X 0 0 0 EMILY JONES VICE CHAIR 0.00 0.00 X 0 0 0 KIRK HERBOLD DIRECTOR OF FACILITIES 0.00 0.00 X 0 0 0 CASSIUS BRADLEY DIRECTOR OF PEOPLE OPERATIONS 0.00 0.00 X 0 0 0 MELISSA GARCIA AT LARGE OFFICER 0.00 0.00 X 0 0 0 RICARDO REYNA IMMEDIATE PAST CHAIR 0.00 0.00 X 0 0 0 JAMES GREENWOOD TREASURERFINANCE COMMITTEE C 0.00 0.00 X 0 0 0 EMILIE PETTY SECRETARY 0.00 0.00 X 0 0 0 1790008 0 97882 10 false true false 1631420 1631420 TUITION 611600 16131977 16131977 OTHER SCHOOL EVENTS 611600 1391230 1391230 17523207 7409845 7409845 106164 106164 44962 44962 44962 44962 490999 513317 -22318 -22318 -22318 MISC REVENUE RELATED 611600 551980 551980 551980 27245260 18075187 0 7538653 X 3200156 3200156 1887890 1887890 14553110 11603458 2496151 453501 825092 582320 220013 22759 1592734 1124093 424707 43934 1242599 877088 331232 34279 221226 8562 208383 4281 194714 194714 2132867 127119 1945988 59760 53589 26866 26723 496719 178233 302324 16162 68646 23950 21133 23563 208156 173273 31405 3478 521598 117476 396473 7649 2748351 2748351 545508 545508 BAD DEBTS -10833 -10833 BANK SERVICE CHARGE 809 809 BUSINESS GIFTS & APPRECIATIO 12856 12103 753 COPYING & PRINTING 53132 80 53052 -2827169 -2319055 -654390 146276 27721750 15735722 11142910 843118 3130980 6242766 1040885 252562 269487 874010 10311537 382165 362634 417819 340163 92940939 50095526 45078906 42845413 75384102 77563169 897524 222502 127458953 138157671 2225598 85078 3425568 17580147 440066 793361 6091232 18458586 X 65524242 46412720 55843479 73286365 121367721 119699085 127458953 138157671 X -476490 -1192146 X false false false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61354911 35164 8682999 2542830 187639 5885 67336720 58317503 39249 5411043 803800 328773 1280311 61354911 65964937 604279 -5901370 2051881 247743 50719 58317503 53428809 55672 15500523 2381270 527509 111288 65964937 56327178 157568 299544 623552 2372824 359105 53428809 0.07950 0.87340 0.04710 true false 87567 377974 465541 78273658 36960435 41313223 14201740 13135091 1066649 42845413 STOCKS MUTAUAL FUNDS AND PRIVATE 77563169 F 77563169 CONTRACT ALLOWANCE -12173 EMPLOYEE ADVANCE -6701 ROU OPERATING 96370 ROU FINANCE 145006 222502 ACCRUED PAYROLL 329322 RETIREMENT & SRA PAYABLE 77865 SALES TAX PAYABLE 2187 FINANCE LEASE 145006 OPERATING LEASE 96370 TUITION REFUND -12173 FUNDS PREPAID TUITION 154784 793361 Endowment funds intended uses (Part V, line 4) EARNINGS ON ENDOWED FUNDS ARE USED BY THE ORGANIZATION TO SUPPORT OPERATIONS true true true true true true true false false false false false false false false false false true Description of nondiscriminatory policy (Question 3) SAINT MARYS HALL, INC. POLICIES ARE PUBLISHED IN ITS ENROLLMENT BROCHURE, THE STUDENT HANDBOOK, AND THE WEBPAGE. ANY ADVERTISING IN MAGAZINES ALSO DISCLOSES THE NONDISCRIMINATORY POLICY true NORTH AMERICA NOT THE UNITED STATES INVESTMENTS 1209283 EUROPE INCLUDING ICELAND AND GREENLAND INVESTMENTS 7775393 EAST ASIA AND THE PACIFIC INVESTMENTS 3323204 SOUTH AMERICA INVESTMENTS 343677 SOUTH ASIA INVESTMENTS 905928 RUSSIA AND NEIGHBORING STATES INVESTMENTS 13932 SUB-SAHARAN AFRICA INVESTMENTS 957 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 54314 13626688 13626688 false false false false true false true NEED BASED FINANCIAL AID 163 2456926 NA NA MERIT BASED SCHOLARSHIPS 32 494734 NA NA FACULTYSTAFF TUITION REMISSION 18 248496 NA NA Monitoring procedures (Part I, line 2) THE ORGANIZATION USES AN INDEPENDENT SERVICE COMPANY WHERE STUDENTSPARENTS ENTER ALL FINANCIAL INFORMATION. THE SERVICE CALCULATES THEIR NEEDAND PROVIDES A REPORT TO THE ORGANIZATION. FINANCIAL AID IS GRANTED TOQUALIFYING APPLICANTS. THE OFFICE OF ADMISSIONS MONITORS SCHOLARSHIPRECIPIENTS TO MAKE SURE THE INDIVIDUALS MEET SPECIFIC QUALIFICATIONS BASEDON THE FINANCIAL AID AWARDED. THERE IS ALSO A SCHOLARSHIP AND FINANCIAL AIDCOMMITTEE. X true true X X X X X false false false false false false false false false LEONARD MILLER HEAD OF SCHOOL 336709 50985 16830 404524 MARCUS DODD CEO & CFO 145833 7292 153125 JIM BOB WOMACK ASST HEAD OF SCHOOL FOR ADVANCEMENT 222449 11092 233541 MICHAEL HARRIMAN CHIEF TECHNOLOGY OFFICER 165904 13243 179147 JULIE R HELLMUND DIRECTOR OF ADMISSION 143255 11352 154607 KHRISTI R BATES HEAD OF LOWER SCHOOL 160692 1000 9620 171312 ELLEN DEITRICH ASST HEAD OF SCHOOL FOR ACAD 163200 8160 171360 Benefit information (Part I, line 1a) THE ORGANIZATION PROVIDES A MINIMAL DISCRETIONARY SPENDING ACCOUNT FOR THE HEAD OF SCHOOL TO BE USED FOR BUSINESS RELATED EXPENSES. Form 990 governing body review Part VI line 11 A COMPLETE DRAFT OF FORM 990, INCLUDING ALL REQUIRED SCHEDULES, WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATIONS GOVERNING BODY PRIOR TO FILING WITH THE IRS. THE DRAFT WAS DISTRIBUTED VIA SECURE EMAIL, AND BOARD MEMBERS WERE GIVEN A TWO-WEEK REVIEW PERIOD. DURING THIS TIME, MEMBERS WERE ENCOURAGED TO SUBMIT QUESTIONS OR COMMENTS TO THE CHIEF FINANCIAL OFFICER AND THE EXECUTIVE DIRECTOR. A SUMMARY OF KEY DISCLOSURES AND FINANCIAL HIGHLIGHTS WAS ALSO PRESENTED DURING A SCHEDULED BOARD MEETING. FEEDBACK RECEIVED WAS INCORPORATED INTO THE FINAL VERSION OF THE RETURN. THE FINAL FORM 990 WAS APPROVED BY THE FINANCE COMMITTEE BEFORE SUBMISSION. Conflict of interest policy compliance Part VI line 12c EACH YEAR, ALL BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT. IF THERE IS A CONFLICT OF INTEREST, THE BOARD IS MADE AWARE OF THIS AND THE BOARD MEMBER INVOLVED IS PROHIBITED FROM SPEAKING OR VOTING ON RELATEDISSUES. CEO executive director top management comp Part VI line 15a THE PROCESS FOR DETERMINING THE HEAD OF SCHOOLS COMPENSATION STARTS WITH A REQUEST FOR INDEPENDENT SCHOOL ASSOCIATION OF THE SOUTHWEST (ISAS) SALARY INFORMATION, NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) SALARY INFORMATION, AND COMPARABLE DATA FOR SIMILAR SCHOOLS. THE EXECUTIVE COMMITTEE DETERMINES THE HEAD OF SCHOOLS SALARY AND BONUS AFTER REVIEW OF THE INFORMATION AND REVIEW OF THE HEAD OF SCHOOLS EVALUATION AND LEVEL OF ACCOMPLISHMENT OF THE YEARLY GOALS ESTABLISHED BY THE BOARD OF TRUSTEES. THE HEAD OF SCHOOL IS NOT PRESENT DURING DELIBERATIONS AND IS SUBSEQUENTLYINFORMED REGARDING ANY SALARY AND/OR BONUS ADJUSTMENTS. Governing documents etc available to public Part VI line 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Explanation of other changes in net assets or fund balances Part XI line 9 DIFFERENCE IN BEGINNING OF THE YEAR BALANCES PER BOOKS List of other fees for services expenses Part IX line 11g OUTSIDE SERVICES - 1,698,459.71 PAYROLL PROCESSING FEES - 210,999.71PROFESSIONAL SERVICES - 223,407.20 List of other expenses Part IX line 24e BAD DEBTS - -10833.27BANK SERVICE CHARGE - 808.77BUSINESS GIFTS & APPRECIATION - 12856.71COPYING & PRINTING - 53132.07CREDIT CARD FEES - 129656.25DONATION EXPENSE - 746937.83DUES & SUBSCRIPTIONS - 211584.25EXPENDABLE TOOLS & EQUIPMENT - 43297.71IN KIND EXPENSE - 2800.00INVESTMENT EXPENSE - 194713.80MEALS & ENTERTAINMENT - 70632.59MISC EXPENSE - - 407896.9POSTAGE & FREIGHT - 20834.73 General explanation attachment PLEASE NOTE THAT THIS FORM 990 AND 990T COULD NOT BE E-FILED DUE TO THE FACT THAT THE FIRM SOFTWARE DOES NOT SUPPORT THE FILING OF FORM 8865 THAT WAS NECESSARY TO FILE FOR THE TAX YEAR ENDED 6/30/24. PLEASE EXCUSE THE ENTITY FROM NON-ELECTRONIC FILING SANCTIONS. SAPIENS MANAGEMENT CORPORATION 9401 STARCREST DRIVE SAN ANTONIO TX 78217 742964557 HOLDING COMPANY TX 501C2 N/A false false false false false false false false false false false false false false false true false false false false