2024-09-04T16:28:09-05:00 2024-07-31 134255527 CALVETTI FERGUSON 250 W NOTTINGHAM DRIVE SUITE 100 SAN ANTONIO TX 78209 990 2023-08-01 741742119 ST MARY'S ALUMNI ASSOCIATION STMA 2104363325 ONE CAMINO SANTA MARIA ST SAN ANTONIO TX 78228 JUAN CARRILLO ASSISTANT VICE PRESIDENT OF AL 2104363325 2024-09-04 1 0 YESSICA B PEREZ CPA P01475830 2105363200 2023 2024-08-08 14:25:15Z 2983056 0 X X TO PRESERVE THE RELATIONSHIP BETWEEN THE UNIVERSITY AND ITS ALUMNI; TO PROMOTE THE IDEALS AND GOALS OF ST. MARY'S UNIVERSITY; TO PROVIDE SUPPORT OF THE UNIVERSITY; TO SERVE THE ALUMNI BY IMPLEMENTING EDUCATIONAL AND RECONNECT PROGRAMS AND OTHER SOCIAL EVENTS. 29 0 4 7000 0 0 119007 130235 0 0 136870 245468 548072 -94143 803949 281560 52912 128709 0 0 137681 90406 0 0 10000 283522 119453 474115 338568 329834 -57008 2842314 2784946 -2574 -2934 2844888 2787880 X THE ASSOCIATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, BENEVOLENT AND EDUCATIONAL PURPOSES WHICH DIRECTLY BENEFIT ST. MARY'S UNIVERSITY. IT SUPPORTS PROGRAMS FOR ALUMNI, FACULTY AND STUDENTS OF THE UNIVERSITY. IT PROVIDES FINANCIAL ASSISTANCE TO DESERVING STUDENTS. IT SUPPORTS THE GENERAL WELFARE OF THE UNIVERSITY. 0 0 28434 SUPPORT OF THE WELFARE OF ST. MARY'S UNIVERSITY THROUGH PROGRAMS, SOCIALS AND RECEPTIONS. 74709 74709 SUPPORT OF THE WELFARE OF ST. MARY'S UNIVERSITY BY DONATING FUNDS TO CONSTRUCTION PROGRAMS AND TO SUSTAIN ONGOING STUDENT SCHOLARSHIP PROGRAMS AND INITIATE NEW SCHOLARSHIP PROGRAMS. 54000 54000 54000 54000 157143 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 206 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 29 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X DESIREE LEGETTE 2104363325 ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 JOSE G RIVAS PRESIDENT 0.00 X X 0 0 0 JOHN D FIGUEROA TREASURER 0.00 X X 0 0 0 JUAN CARRILLO EXECUTIVE DIRECTOR - NON VOTING 10.00 X X 0 0 0 MIKE MARTINEZ VICE PRESIDENT 0.00 X X 0 0 0 CYNTHIA L PENA VICE PRESIDENT 0.00 X X 0 0 0 SEAN STRATOR 2025 OYSTER BAKE CHAIR 0.00 X X 0 0 0 SERGIO TIJERINA HOUSTON CHAPTER PRESIDENT 0.00 X 0 0 0 GABRIEL HERNANDEZ DC CHAPTER PRESIDENT 0.00 X 0 0 0 IRENE MARROQUIN DFW CHAPTER PRESIDENT 0.00 X 0 0 0 TOM WASHMON LAW ALUMNI ASSOCIATION PRESIDENT 0.00 X 0 0 0 JORGE AGUILAR GREAT LAKES CHAPTER PRESIDENT 0.00 X 0 0 0 CHRISTINE SERRANO SW TEXAS AND NEW MEXICO CHAPTER PRESIDENT 0.00 X 0 0 0 DOUGLAS SILVA RIO GRANDE VALLEY CHAPTER PRESIDENT 0.00 X 0 0 0 PAULA VIRUEGAS AUSTIN CHAPTER PRESIDENT 0.00 X 0 0 0 CHRISTOPHER HEEB ST. LOUIS CHAPTER PRESIDENT 0.00 X 0 0 0 DOUGLAS R ASERON BOARD MEMBER 0.00 X 0 0 0 JOSE A BRIGMAN BOARD MEMBER 0.00 X 0 0 0 MAJIN CASTILLO BOARD MEMBER 0.00 X 0 0 0 DAVID CHRISTIAN BOARD MEMBER 0.00 X 0 0 0 JOHN DIAZ BOARD MEMBER 0.00 X 0 0 0 CHRISTINE FLORES BOARD MEMBER 0.00 X 0 0 0 JOE D GONZALES BOARD MEMBER 0.00 X 0 0 0 LYNLIE HURD BOARD MEMBER 0.00 X 0 0 0 JOEL LAUER NON-VOTING EX-OFFICIO MEMBER 0.00 X 0 0 0 KATHE LEHMAN MEYER NON-VOTING EX-OFFICIO MEMBER 0.00 X 0 0 0 FERMIN MARTINEZ BOARD MEMBER 0.00 X 0 0 0 NICK S MOREY BOARD MEMBER 0.00 X 0 0 0 ANDREW PONCE NON-VOTING EX-OFFICIO MEMBER 0.00 X 0 0 0 BERTHA RODARTE BOARD MEMBER 0.00 X 0 0 0 GERARDO SOTO JR BOARD MEMBER 0.00 X 0 0 0 REV JOHN THOMPSON NON-VOTING EX-OFFICIO MEMBER 0.00 X 0 0 0 SANTOS VARGAS BOARD MEMBER 0.00 X 0 0 0 STEPHANIE WARD NON-VOTING EX-OFFICIO MEMBER 0.00 X 0 0 0 0 0 0 0 0 0 0 LD SYSTEMS INC 5913 DISTRIBUTION DRIVE SAN ANTONIO TX 78218 214897 ALAMO AMUSEMENTS 12125 JONES MALTSBERGER 412 SAN ANTONIO TX 78218 210882 LABATT FOOD SERVICE PO BOX 137 SAN ANTONIO TX 78291 121018 3 130235 130235 245468 245468 2607353 2701496 -94143 -94143 281560 245468 0 -94143 X 74709 74709 54000 54000 82142 82142 8264 8264 18928 18928 41552 28434 3118 10000 30461 30461 8833 8833 19679 19679 338568 157143 171425 10000 1179404 755026 10 10 6495 37390 49528 161813 1606877 1830707 2842314 2784946 -2574 -2934 -2574 -2934 X 2844888 2787880 2844888 2787880 2842314 2784946 -57008 0 X 0 0 0 X X 1 ST MARY'S UNIVERSITY 741143115 2 1 103143 0 1 103143 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1726129 245468 18928 1952669 1606222 136870 16963 1726129 1772751 11885 -159990 18424 1606222 1476894 313269 17412 1772751 1370380 4900 116523 14909 1476894 0 0 0 OTHER LIABILITIES -2934 -2934 251560 0 251560 0 251560 338568 0 338568 0 338568 PART V, LINE 4: THE ENDOWMENT REVENUE IS USED TO SUPPORT ALUMNI ASSOCIATION'S AND ITS CHAPTER'S PROGRAM RELATED ACTIVITIES SUCH AS FACULTY APPRECIATION DINNER, HENRY B GONZALEZ SCHOLARSHIP DINNER AND DISTINGUISHED ALUMNI DINNER. THE ENDOWMENT REVENUE ALSO SUPPORTS ST. MARY'S UNIVERSITY PROGRAMS SUCH AS THE SCHOLARSHIP FUND, AND DEANS FUND. X FIESTA OYSTER BAKE 2289426 2289426 279678 324364 588267 1173660 GALA 166571 166571 40543 5635 35411 6 151356 151356 3583 67101 250 183004 2607353 2607353 283261 432008 594152 1392075 2701496 -94143 0 ST MARY'S UNIVERSITY ONE CAMINO SANTA MARIA STREET SAN ANTONIO TX 78228 741143128 501 C (3) 67962 0 BOOK VARIOUS EVENTS AND SOCIALS TO SUPPORT ST. MARY'S UNIVERSITY'S PROGRAMS, EVENTS AND CAPITAL PROJECTS HISPANIC LAW ALUMNI SCHOLARSHIPS 24 54000 PART I, LINE 2: THE GRANT/GIFT TO ST. MARY'S UNIVERSITY IS DISCUSSED AND DETERMINED BY ST. MARY'S UNIVERSITY ALUMNI ASSOCIATION'S EXECUTIVE COMMITTEE IN JULY AS PART OF THE BUDGETING PROCESS. THE GRANT/GIFT IS THEN APPROVED BY ALUMNI ASSOCIATION'S BOARD OF DIRECTORS IN AUGUST (AS WELL AS THE ANNUAL BUDGET). ONCE APPROVED THE FUNDS ARE "EARMARKED" FOR THE UNIVERSITY'S SPECIFIC PROGRAMS BUDGET ACCOUNTS SUCH AS DEAN'S FUND, CAPITAL PROJECTS, AND TREE LIGHTING CEREMONY. THE GRANT/GIFT IS MONITORED BY THE EXECUTIVE DIRECTOR WHO HAD ACCESS TO VIEW THE UNIVERSITY'S BUDGET ACCOUNTS. IT IS ALSO MONITORED BY THE OBSERVANCE AND ATTENDANCE OF SPECIFIC EVENTS THAT THE GIFT/GRANT WAS FOR SUCH AS THE TREE LIGHTING CEREMONY BY MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 ARTICLE III OF THE BY-LAWS STATE THAT ALL GRADUATES OF ST. MARY'S UNIVERSITY SHALL AUTOMATICALLY BECOME MEMBERS OF THE ALUMNI ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A ARTICLE V OF THE BY-LAWS STATE THAT ALL MEMBERS OF THE ASSOCIATION SHALL BE ELIGIBLE FOR NOMINATION AND ELECTION AS AT-LARGE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT ELECTRONICALLY TO THE END OF THE YEAR TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND THEN AT THE JANUARY BOARD MEETING THE FORM 990 IS PRESENTED FOR DISCUSSION AND ADDITIONAL REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE STAFF ACCOUNTANT QUARTERLY REVIEWS THE LIST OF COMPANIES THAT ARE OWNED BY OR WHICH EMPLOYEE BOARD MEMBERS AGAINST THE VENDOR REPORT IN THE ACCOUNTING SYSTEM. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD DETERMINES ANY COMPENSATION OR BONUS FOR THE EXECUTIVE DIRECTOR AT THE EXECUTIVE COMMITTEE'S ANNUAL PLANNING AND BUDGETING MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE ASSOCIATION'S OFFICE FOR PUBLIC ACCESS. FORM 990, PART IX, LINE 11G SWEEPSTAKE PRIZE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 10,000. TOTAL EXPENSES 10,000. CHAPTER MEETINGS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,118. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,118. CHAPTER EXPENSES: PROGRAM SERVICE EXPENSES 28,434. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,434. SAN ANTONIO SPECIAL EVENTS LLC ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 208309626 PURCHASE, SALE OF ALCOHOL TX ST MARY'S UNIVERSITY ALUMNI