2024-07-09T07:32:49-07:00 2023-08-31 263277832 Raul Hernandez & Company PC 5402 Holly Rd Suite 102 Corpus Christi TX 78411 990 2022-09-01 742953853 ST MARY'S CHARTER SCHOOL STMA 3613585601 507 N Filmore Beeville TX 78102 MERLE SIMONSON CEO/SUPERINTENDENT 3613585601 2024-05-21 true MERLE SIMONSON XXX-XX-XXXX true AMY HERNANDEZ CPA P01435034 3619800428 2024-07-09 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z ST MARY'S ACADEMY CHARTER SCHOOL MERLE SIMONSON 800 FM 3024 MATHIS TX 78368 5711923 false X www.smacs.net X 2001 TX PROVIDE EDUCATIONAL SERVICES FOR GRADES K-6 IN A CHALLENGING ENVIRONMENT 7 7 116 10 0 0 6422206 5639954 12391 2691 3755 23830 18424 16862 6456776 5683337 0 0 3882853 4078378 0 14407 1406881 1659811 5289734 5738189 1167042 -54852 5870600 6318966 1599433 2287672 4271167 4031294 PROVIDE EDUCATIONAL SERVICES FOR GRADES K-6 IN A CHALLENGING ENVIRONMENT false false 3799993 0 2691 PROVIDE EDUCATIONAL SERVICES TO CHILDREN UNDER AN OPEN ENROLLMENT CHARTER PURSUANT TO CHAPTER 12 OF THE TEXAS EDUCATIONAL CODE FOR GRADES K-6. 3799993 true true false false false false false false false false true false false false true false true false true false false false false true true false false false false false false false false false false false true false false false false false false false false false false false 0 0 true 116 true false false false false false false false false false false false false X 7 7 true false false false false false false true true false false true true true true true true true true false X X NANCY BOND 3613585601 507 N FILMORE BEEVILLE TX 78102 X ELDEN PRICE BOARD PRESIDENT 2.00 X X 0 0 0 ANDREA WESTMORELAND BOARD VP 1.00 X X 0 0 0 REV RICHARD GONZALES BOARD TREASURER 1.00 X X 0 0 0 PATRICIA MYERS BOARD SECRETARY 1.00 X X 0 0 0 CYNDI CARRASCO BOARD MEMBER 1.00 X 0 0 0 TIMOTHY SKAIFE BOARD MEMBER 1.00 X 0 0 0 BRYAN BOATMAN BOARD MEMBER 1.00 X 0 0 0 MERLE SIMONSON CEO/SUPERINTENDENT 60.00 X 96089 0 31 HIRMA ELIZONDO PRINCIPAL 50.00 X 86772 0 4971 JEANENE JONES HUMAN RESOURCES DIRECTOR 20.00 X 42175 0 31 NANCY BOND CFO 50.00 X 63013 0 4971 288049 10004 false false false 5590804 49150 5639954 LUNCH PROGRAM REVENUE 611710 2521 0 0 EXTRACURRICULAR INCOME 611710 170 0 0 2691 23830 0 23830 45448 28586 16862 0 16862 5683337 2691 0 40692 97562 93131 4431 0 232040 29165 202875 0 3115843 2308132 803834 3877 116239 86174 29970 95 252072 163428 88634 10 264622 187946 76345 331 20390 0 20390 0 14800 0 14800 0 435941 225263 200584 10094 7676 5713 1963 0 366705 130655 236050 0 233688 176803 56885 0 218683 171371 47312 0 31109 15524 15585 0 22521 9355 13166 0 2039 0 2039 0 253684 191132 62552 0 12925 0 12925 0 DUES 10243 145 10098 0 STUDENT TRANSPORTATION 10298 2763 7535 0 MISCELLANEOUS OPERATING 19109 3293 15816 0 5738189 3799993 1923789 14407 1316143 1339711 562665 813330 3901 5461 47758 66947 5761241 1701039 3932867 4060202 7266 33315 5870600 6318966 584538 523399 50363 65775 964532 1640046 0 58452 1599433 2287672 X 1418322 1253579 2852845 2777715 4271167 4031294 5870600 6318966 X -54852 -33719 -151302 X false true X false true true X 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 156303 156303 5292816 1542415 3750401 105722 63648 42074 196600 93996 102604 9800 980 8820 4060202 DUE TO OTHER FUNDS 20000 PAYABLE TO STATE 7746 LOAN INTEREST PAYABLE 700 PAYROLL LIABILITIES 30006 58452 5711923 28586 28586 5683337 5683337 5766775 28586 28586 5738189 5738189 Pt XI, Line 2d DIRECT FUNDRAISING EXPENSES PRESENTED DIFFERENTLY BETWEEN 990 & AUDITED FINANCIAL STATEMENTS. Pt XII, Line 2d DIRECT FUNDRAISING EXPENSES PRESENTED DIFFERENTLY BETWEEN 990 & AUDITED FINANCIAL STATEMENTS. true true true true true true true false false false false false false false false true false true Line 6b THE ORGANIZATION RECEIVES THE MAJORITY OF ITS FUNDING FROM THE TEXAS EDUCATION AGENCY THROUGH THE STATE FOUNDATION SCHOOL PROGRAM AND PASSTHROUGHS OF US DEPT OF EDUCATION GRANTS. THE SCHOOL ALSO RECEIVES FUNDING FROM THE TEXAS DEPARTMENT OF AGRICULTURE AS A PASSTHROUGH OF THE US DEPT OF AGRICULTURE NATIONAL SCHOOL LUNCH PROGRAM. Line 3 THE ORGANIZATION INCLUDED ITS NONDISCRIMINATION POLICY IN ITS ADVERTISEMENT IN THE LOCAL MEDIA FOR ITS ENROLLMENT PERIOD. THE ORGANIZATION INCLUDED ITS NONDISCRIMINATION POLICY Line 3 THE ORGANIZATION INCLUDED ITS NONDISCRIMINATION POLICY IN ITS ADVERTISEMENT IN THE LOCAL MEDIA FOR ITS ENROLLMENT PERIOD. IN ITS ADVERTISEMENT IN THE LOCAL MEDIA FOR ITS Line 3 THE ORGANIZATION INCLUDED ITS NONDISCRIMINATION POLICY IN ITS ADVERTISEMENT IN THE LOCAL MEDIA FOR ITS ENROLLMENT PERIOD. ENROLLMENT PERIOD. X X false BOOK FAIRS 14293 14293 14271 EARTH DAY SHIRTS 6944 6944 5647 1 5681 5681 2472 26918 26918 2472 19918 22390 4528 MICHAEL PUENTE PRINCIPAL NEPHEW 54052 EMPLOYMENT false ANYCIA ELIZONDO PRINCIPAL GRANDDAUGHTER 12334 EMPLOYMENT false MASON CALLIHAM CFO SON 23619 EMPLOYMENT false Pt VI, Line 2 OFFICERS MERLE SIMONSON AND JEANENE JONES HAVE A FAMILY RELATIONSHIP Pt VI, Line 11b THE FORM 990 IS PREPARED BY THE CFO IN COORDINATION WITH OTHER STAFF MEMBERS. IT IS THEN PROVIDED TO THE BOARD FINANCE AND HUMAN RESOURCE COMMITTEE FOR REVIEW AT A COMMITTEE MEETING AND THEN PROVIDED TO THE BOARD OF DIRECTORS AND CEO FOR REVIEW AT A REGULAR BOARD MEETING FOR ANY CHANGES BEFORE SENDING TO AN OUTSIDE TAX PREPARER. IT IS THEN SENT TO THE OUTSIDE TAX PREPARER FOR PREPARATION AND REVIEW BEFORE FILING WITH THE IRS. Pt VI, Line 12c DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO FILL OUT A FORM DISCLOSING RELATIVES AND BUSINESS INTERESTS FOR CONFLICTS OF INTEREST PURPOSES. AT EACH MEETING MEMBERS RECUSE THEMSELVES FROM ANY VOTE WHERE THERE IS A POTENTIAL CONFLICT OF INTEREST. Pt VI, Line 15a A REVIEW OF COMPARABLE SALARIES IS DONE BY THE FINANCE AND HUMAN RESOURCES COMMITTEE WHEN INDIVIDUAL RAISES ARE PROPOSED Pt VI, Line 15b FOR OFFICERS, UNLIKE ACROSS THE BOARD % RAISES FOR ALL EMPLOYEES. THE BOARD IS PROVIDED INFORMATION WHEN THEY VOTE ON THE SALARY BUDGET WHICH IS INCLUDED IN THE MEETING MINUTES. CEO-JUNE 2021, PRINCIPAL-JUNE 2021, CFO-JUNE 2021, HUMAN RESOURCE DIRECTOR-JUNE 2021, ASSISTANT SUPERINTENDENT-JUNE 2021 Pt VI, Line 19 THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE SCHOOL'S WEBSITE AT WWW.SMACS.NET. THE FINANCIAL STATEMENTS, THE GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST IN WRITING TO THE PUBLIC INFORMATION OFFICER OF THE SCHOOL, SARILU SOTO AT 507 N. FILMORE, BEEVILLE, TX 78102 OR BY EMAIL AT ssolo@smacs.net. Pt XI THE GAIN ON THE SALE OF ASSET IN THE AMOUNT OF $277 WAS AN ADJUSTMENT TO NET ASSETS.