2025-05-15T09:55:01-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2023-07-01 741357323 OBLATE SCHOOL OF THEOLOGY OBLA 2103411366 285 OBLATE SAN ANTONIO TX 782166631 RENE ESPINOSA VP-ADMINISTRATION AND FINANCE 2103411366 2025-05-14 1 1 AMY CIMINELLO P00796388 6148493000 2025-05-14 2023 2025-03-06 01:10:19Z RENE ESPINOSA 285 OBLATE SAN ANTONIO TX 782166631 11435209 0 0928 X WWW.OST.EDU X 1968 TX TO EDUCATE, FORM, AND RENEW MEN AND WOMEN TO "PREACH THE GOSPEL TO THE MOST ABANDONED." 21 21 0 31 0 0 3152701 5196416 3666961 3636642 23494 -121616 320445 522543 7163601 9233985 706272 751265 0 0 0 0 6000 450 67338 8059829 8136834 8772101 8888549 -1608500 345436 58198278 57919036 3785680 2939886 54412598 54979150 X INSPIRED BY THE CHARISM OF THE MISSIONARY OBLATES OF MARY IMMACULATE, OBLATE SCHOOL OF THEOLOGY EDUCATES, FORMS, AND RENEWS MEN AND WOMEN TO "PREACH THE GOSPEL TO THE MOST ABANDONED." 0 0 5561764 751265 2719817 OBLATE SCHOOL OF THEOLOGY (OST) IS AN ACCREDITED CATHOLIC SCHOOL OF THEOLOGY OFFERING GRADUATE LEVEL PROGRAMS IN THEOLOGY, PASTORAL MINISTRY AND DIVINITY, A DOCTORAL PROGRAM IN MINISTRY, AND A PHD PROGRAM IN SPIRITUALITY. OST PREPARES MEN FOR PRIESTHOOD FROM MANY DIOCESES AND RELIGIOUS COMMUNITIES ACROSS THE UNITED STATES AND ABROAD. OST ALSO PREPARES MEN AND WOMEN,RELIGIOUS AS WELL AS LAITY, FROM CATHOLIC AND OTHER CHRISTIAN TRADITIONS FOR A VARIETY OF MINISTRIES. DURING FISCAL YEAR 2024 OST PROVIDED EDUCATIONAL SERVICES FOR APPROXIMATELY 200 STUDENTS IN DEGREE PROGRAMS, 163 STUDENTS IN CERTIFICATE PROGRAMS, AND APPROXIMATELY 1,859 PARTICIPANTS AT 15 CONTINUING EDUCATION EVENTS. OST ISSUED DEGREES TO 22 STUDENTS IN MASTERS PROGRAMS, 2 DOCTORAL PROGRAM STUDENTS, 2 PHD STUDENTS, AND 30 CERTIFICATE STUDENTS IN VARIOUS PROGRAMS. 658010 559425 THE MINISTRY TO MINISTERS (MTM) PROGRAM OFFERS ACTIVE MINISTERS A FOUR MONTH PROGRAM OF RENEWAL ADDRESSING THE NEEDS OF BODY, MIND AND SPIRIT. THE MTM PROGRAM IS OFFERED TWICE A YEAR. PARTICIPANTS IN THIS PROGRAM ARE HOUSED IN A FACILITY THAT ACCOMMODATES UP TO 25 PEOPLE AT A TIME. DURING FISCAL YEAR 2024 THE PROGRAM HOSTED 39 PARTICIPANTS AND PROVIDED THEM WITH ROOM AND BOARD, MINI-COURSES AND WORKSHOPS FOCUSED ON THEOLOGICAL UPDATING AND RENEWAL, AS WELL AS TOPICS ON INTEGRATIVE SPIRITUALITY. 211930 360448 THE OBLATE RENEWAL CENTER (ORC) IS A FACILITY FOR RELIGIOUS CONFERENCES, WORKSHOPS, RETREATS, AND SPIRITUAL COUNSELING. THE FACILITIES INCLUDE 3 CONFERENCE ROOMS, SEVERAL SMALLER BREAKOUT ROOMS, LIBRARY, CLASSROOMS AND 60 GUEST ROOMS WITH PRIVATE BATHS. DURING FISCAL YEAR 2024, THE ORC HELD APPROXIMATELY 35 EVENTS RELATED TO RELIGIOUS AND SPIRITUAL CONFERENCES, WORKSHOPS, AND RETREATS AND SERVED AND ACCOMMODATED APPROXIMATELY 1,565 GUESTS DURING THESE EVENTS. ADDITIONALLY, THE ORC RECEIVED $204,900 IN DONATED USE OF FACILITIES WHICH ARE NOT INCLUDED IN THE REVENUE AND EXPENSE REPORTED IN PART III. 6431704 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 73 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X RENE ESPINOSA 2103411366 285 OBLATE DRIVE SAN ANTONIO TX 782166631 X MR RENE ESPINOSA VP - ADMIN AND FINANCE 40.00 0.00 X 0 117336 19685 MR SCOTT WOODWARD PRESIDENT - FORMER 40.00 0.00 X 0 101732 11349 MRS CLAUDIA GARCIA VP - INST ADVANCEMENT 40.00 0.00 X 0 100237 11320 SR SUSAN PONTZ SSCM VP - ACADEMIC AFFAIRS 40.00 0.00 X 0 100962 9222 REV THOMAS KLOSTERKAMP OMI VP - MISSION 20.00 0.00 X 0 49585 6735 VERY REV LOUIS STUDER OMI CHAIRMAN 5.00 0.00 X X 0 0 0 REV JOSE ANATONIO PONCE DIAZ OMI VICE CHAIR 5.00 0.00 X X 0 0 0 REV JIM CHAMBERS OMI SECRETARY/TREASURER 5.00 0.00 X X 0 0 0 MR RICHARD ACOSTA TRUSTEE 5.00 0.00 X 0 0 0 MR STEVE AVERY TRUSTEE 5.00 0.00 X 0 0 0 MS JASMINE AZIMA TRUSTEE 5.00 0.00 X 0 0 0 REV JIM BROBST OMI TRUSTEE 5.00 0.00 X 0 0 0 REV JEROME CHAVARRIA CSSR TRUSTEE 5.00 0.00 X 0 0 0 MOST REV SYLVESTER DAVIS OMI TRUSTEE 5.00 0.00 X 0 0 0 MR JAMES ELLER TRUSTEE 5.00 0.00 X 0 0 0 MOST REV GUSTAVO GARCIA-SILLER MSPS TRUSTEE 5.00 0.00 X 0 0 0 REV JUAN GASPAR OMI TRUSTEE 5.00 0.00 X 0 0 0 MRS GINGER KEMMY TRUSTEE 5.00 0.00 X 0 0 0 MR ROBERT C KUSENBERGER JR CPA TRUSTEE 5.00 0.00 X 0 0 0 SR TERESA MAYA CCVI TRUSTEE 5.00 0.00 X 0 0 0 REV JIM MYERS PSS TRUSTEE 5.00 0.00 X 0 0 0 MOST REV MICHAEL F OLSON STD MA TRUSTEE 5.00 0.00 X 0 0 0 SR JANE ANN SLATER CDP PHD TRUSTEE 5.00 0.00 X 0 0 0 MS VANESSA VANCE TRUSTEE 5.00 0.00 X 0 0 0 REV RUFUS WHITLEY OMI TRUSTEE 5.00 0.00 X 0 0 0 DR CAROLYN WOO TRUSTEE 5.00 0.00 X 0 0 0 0 469852 58311 0 0 0 0 WARHAWK GROUP LLC DBA WARHAWK GROUP SE 9102 ADDISON RIDGE SAN ANTONIO TX 78254 SECURITY SERVICES 148932 SHAFER-ANDERSON HOLDINGS LLC 3800 SAN PEDRO SAN ANTONIO TX 78212 HVAC REPAIR SERVICES 106577 2 4715 2500000 609467 2082234 5196416 TUITION FEES: OST 611600 2716769 2716769 TUITION FEES: MTM 611600 559425 559425 RENEWAL CENTER REVENUE 611710 360448 360448 3636642 15934 15934 470190 0 470190 470190 470190 2061026 2198576 -137550 -137550 -137550 -3718 4715 2648 -6366 -6366 FSA FORFEITURE 611600 55671 55671 COLLECTIONS FROM BAD DEBT 611600 2650 2650 WEDDINGS & FUNERALS 611600 250 250 148 148 58719 9233985 3639690 0 397879 751265 751265 42089 14310 27779 450 450 208718 208718 136750 2558 134192 473804 321530 152274 171778 83429 88349 779402 524076 255326 66898 58843 8055 141385 141385 640593 589233 51360 174025 36140 137885 LEASED EMPLOYEE EXPENSE 4930847 3539511 1327869 63467 KITCHEN EXPENSE 144569 144569 REPAIRS AND MAINTENANCE 101541 92646 8895 HOSPITALITY 82957 44612 38345 41478 20264 17793 3421 8888549 6431704 2389507 67338 517491 0 2032558 2950895 257962 265520 19921 0 127752 71002 27945933 12990367 15266350 14955566 105874 113792 43141 22227 39827229 39540034 58198278 57919036 331435 535427 278283 265663 3175962 2076057 0 62739 3785680 2939886 X 11805053 12153998 42607545 42825152 54412598 54979150 58198278 57919036 X 345436 -20914 242030 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35772901 940100 177106 1727480 35162627 34627264 1500042 1573790 1928195 35772901 35492561 3772359 -3458572 1179084 34627264 25139129 1132676 10417037 1196281 35492561 26839981 875000 -1557614 1018238 25139129 0.00000 0.87000 0.13000 0 0 1326776 1326776 23664485 10609314 13055171 2849885 2381053 468832 104787 104787 14955566 BENEFICIAL INTEREST IN CHARITABLE GIFT ANNUITIES 249115 INVESTMENTS IN OIP TRUST 38681452 ERC RECEIVABLE 609467 39540034 BANK OVERDRAFT 62739 62739 9551414 -20914 664654 242030 885770 8665644 568341 568341 9233985 8984862 664654 664654 8320208 568341 568341 8888549 PART V, LINE 4: TO SUPPORT ENDOWED CHAIRS, SCHOLARSHIPS, AND UNDERWRITE GENERAL OPERATING COSTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF ANNUITY TRUST 261,399. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CGA -19,369. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES INCLUDED IN REVENUE 568,341. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNCTIONAL EXPENSES INCLUDED IN REVENUE 568,341. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATION POLICY IS PUBLISHED IN THE OST CATALOG ON PAGE 1 AND IS AVAILABLE IN PRINT OR ON-LINE THROUGH THE SCHOOL'S WEBSITE. THE CATALOG IS AVAILABLE TO BOTH CURRENT AND POTENTIAL STUDENTS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVED EMPLOYEE RETENTION CREDIT FUNDS DURING FYE 2024. 1 0 0 TUITION ASSISTANCE 179 751265 0 N/A N/A PART I, LINE 2: THE ORGANIZATION REQUIRES STUDENTS WHO RECEIVE ASSISTANCE TO COMPLETE APPLICATIONS FOR ASSISTANCE AND DEMONSTRATE THEIR NEED. ONCE ASSISTANCE IS RECEIVED BY A STUDENT THE ORGANIZATION MONITORS THE STUDENT TO ENSURE THAT THE COURSES FOR WHICH ASSISTANCE WAS RECEIVED ARE SUCCESSFULLY COMPLETED. FORM 990, PART VI, SECTION A, LINE 1A BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL HAVE GENERAL SUPERVISION OF THE ADMINISTRATION AND PROPERTY OF THE SCHOOL EXCEPT THAT IT MAY NOT TAKE ANY ACTION INCONSISTENT WITH A SPECIFIC DIRECTION OF THE BOARD OF TRUSTEES, UNLESS SPECIFICALLY EMPOWERED BY THE BOARD OF TRUSTEES TO DO SO, NOR MAY IT TAKE ANY ACTION WHICH HAS BEEN EXPLICITLY RESERVED BY THE BOARD OF TRUSTEES. THE FOLLOWING ARE MEMBERS OF THE EXECUTIVE COMMITTEE: LOUIS STUDER, OMI, (CHAIR), MR. SCOTT WOODWARD (OST PRESIDENT), REV. RUFUS WHITLEY, OMI, REV. JIM CHAMBERS, OMI, SR. JANE ANN SLATER, CDP, DR. CAROLYN WOO, SR. TERESA MAYA, CCVI, AND MR. RENE ESPINOSA, VP OF ADMINISTRATION AND FINANCE, WHO IS NOT AN OFFICAL MEMBER OF THE EXECUTIVE COMMITTEE, BUT ACTS AS A LIASON BETWEEN THE COMMITTEE AND THE SCHOOL. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THIS CORPORATION SHALL BE THE PROVINCIAL SUPERIOR, THE PROVINCIAL TREASURER AND THOSE CERTAIN QUALIFIED MEMBERS WHO ARE DULY APPOINTED AND/OR AFFIRMED IN COUNCIL AT ANY TIME AND FROM TIME TO TIME BY THE PROVINCIAL SUPERIOR. THE PROVINCIAL SUPERIOR SHALL SERVE AND IS CHAIRPERSON OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THIS CORPORATION SHALL BE APPOINTED FROM AMONG THOSE CERTAIN MEMBERS OF THE UNITED STATES PROVINCE OF THE MISSIONARY OBLATES OF MARY IMMACULATE, A RELIGIOUS AND APOSTOLIC CONGREGATION OF THE ROMAN CATHOLIC CHURCH ("RELIGIOUS CONGREGATION") APPOINTED AND/OR AFFIRMED IN COUNCIL AT ANY TIME AND FROM TIME TO TIME BY THE SUPERIOR GENERAL OF THE RELIGIOUS CONGREGATION TO SERVE IN THE ECCLESIASTICAL OFFICES OF THE PROVINCIAL SUPERIOR, PROVINCIAL COUNCILOR(S) AND THE PROVINCIAL TREASURER ("QUALIFIED MEMBERS"). FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ENUMERATED POWERS ARE RESERVED TO THE MEMBERS OF THIS CORPORATION. THE POWER: A. TO APPROVE THE STATED PHILOSOPHY ACCORDING TO WHICH OBLATE SCHOOL OF THEOLOGY OPERATES; B. TO ADOPT AMENDMENTS TO THE ARTICLES OF INCORPORATION AND TO THE BY-LAWS WHICH ARE PROPOSED BY THE BOARD OF TRUSTEES, AND, BY EXCEPTION, TO INITIATE SUCH AMENDMENTS; C. TO ELECT TRUSTEES; D. TO LEASE, SELL, OR ENCUMBER CORPORATE REAL ESTATE AFTER CONSULTATION WITH THE BOARD OF TRUSTEES; E. TO MERGE OR DISSOLVE THE CORPORATION; F. TO APPROVE OR DISAPPROVE THE ELECTION AND/ OR REMOVAL OF THE PRESIDENT OF THE SCHOOL OF THEOLOGY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PRESENTED TO MEMBERS OF THE FINANCE COMMITTEE FOR REVIEW BEFORE FILING. THE FORM 990 IS MADE AVAILABLE TO ANY BOARD MEMBER UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES AND VOLUNTEERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS ALL CONFLICT OF INTEREST STATEMENTS AND ACKNOWLEDGES ANY CONFLICTS IN THE MINUTES OF THE BOARD OF TRUSTEES. BOARD MEMBERS WITH CONFLICTS, IF ANY, ARE REQUIRED TO ABSTAIN FROM DISCUSSION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15 ALL EMPLOYEES ARE COMPENSATED BY A RELATED ORGANIZATION, THE OBLATE SERVICE CORPORATION. COMPENSATION IS ESTABLISHED BY THE PRESIDENT AND VICE PRESIDENT FOR ADMINISTRATION AND FINANCE WITH FINAL APPROVAL BY THE EXECUTIVE AND FINANCE COMMITTEES OF THE BOARD OF TRUSTEES. SALARY SURVEYS ARE ALSO USED TO DETERMINE SALARY RANGES FOR VARIOUS POSITIONS. THE EXECUTIVE AND FINANCE COMMITTEES REVIEW AND COMPARE EXECUTIVE SALARIES TO SALARY SURVEYS OF INSTITUTIONS OF SIMILAR SIZE OBTAINED FROM ACCREDITING AGENCIES. THE PROCESS FOR REVIEWING THE PRESIDENT'S COMPENSATION BY THE BOARD IS DONE UPON INITIAL HIRING AND/OR IF PRESIDENT REQUESTS A PAY INCREASE. THE PRESIDENT'S COMPENSATION WAS LAST REVIEWED IN FY 2024; HOWEVER, COLA INCREASES ARE APPROVED ANNUALLY DURING THE BUDGET PROCESS AND NEW RATES ARE REFLECTED ON ANNUAL CONTRACT. FURTHER, THE ANNUAL CONTRACT FOR THE PRESIDENT IS REVIEWED AND APPROVED BY THE BOARD'S TREASURER. ANNUAL COLA INCREASES IN COMPENSATION FOR THE SCHOOL ARE APPROVED BY THE BOARD DURING THE BUDGET PROCESS EVERY MARCH. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VII, LINE 2: THE SCHOOL LEASES ITS EMPLOYEES FROM THE OBLATE SERVICE CORPORATION (OSC). THEREFORE, THIS AMOUNT HAS BEEN REPORTED AS 0. FOR THIS REASON COMPENSATION AMOUNTS ARE REPORTED IN COLUMN E OF PART VII. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF OIP CHARITABLE TRUST 261,399. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CGA -19,369. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. US PROVINCE OF THE MISSIONARY OBLATES OF MARY IMMACULATE INC 391 MICHIGAN AVE NE WASHINGTON DC 200171516 522133725 CHURCH OPERATIONS DC 501(C)(3) 1 N/A 0 OBLATE SERVICE CORPORATION 391 MICHIGAN AVE NE WASHINGTON DC 200171516 522133723 CHURCH OPERATIONS DC 501(C)(3) 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0