2024-03-04T11:27:07-06:00 2023-06-30 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2022-07-01 741357323 OBLATE SCHOOL OF THEOLOGY OBLA 2103411366 285 OBLATE SAN ANTONIO TX 782166631 RENE ESPINOSA VP-ADMINISTRATION AND FINANCE 2103411366 2024-02-28 1 RENE ESPINOSA 999009999 1 AMY CIMINELLO P00796388 2483757100 2024-02-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RENE ESPINOSA 285 OBLATE SAN ANTONIO TX 782166631 9182917 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." 23 23 0 34 0 0 5792863 3152701 3900859 3666961 12067 23494 187133 320445 9892922 7163601 1057679 706272 0 0 0 0 6000 6000 67070 7559210 8059829 8622889 8772101 1270033 -1608500 56887314 58198278 2938329 3785680 53948985 54412598 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 5131286 706272 2857783 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 2023 OST PROVIDED EDUCATIONAL SERVICES FOR APPROXIMATELY 202 STUDENTS IN DEGREE PROGRAMS, 207 STUDENTS IN CERTIFICATE PROGRAMS, AND APPROXIMATELY 4,400 PARTICIPANTS AT 44 CONTINUING EDUCATION EVENTS. OST ISSUED DEGREES TO 34 STUDENTS IN MASTERS PROGRAMS, 3 DOCTORAL PROGRAM STUDENTS, 3 PHD STUDENTS, AND 93 STUDENTS IN VARIOUS CERTIFICATE PROGRAMS. 505585 464372 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 2023 THE PROGRAM HOSTED 38 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. 955040 353006 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 2023, THE ORC HELD APPROXIMATELY 61 EVENTS RELATED TO RELIGIOUS AND SPIRITUAL CONFERENCES, WORKSHOPS, AND RETREATS AND SERVED AND ACCOMMODATED APPROXIMATELY 11,146 GUESTS DURING THESE EVENTS. ADDITIONALLY, THE ORC RECEIVED $398,000 OF DONATED USE OF FACILITIES WHICH ARE NOT INCLUDED IN THE REVENUE AND EXPENSE REPORTED IN PART III. 6591911 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 74 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 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 VERY REV LOUIS STUDER OMI CHAIRMAN 5.00 0.00 X X 0 0 0 REV ARTHUR FLORES OMI VICE CHAIR 5.00 0.00 X X 0 0 0 REV JIM CHAMBERS OMI SEC/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 DR LORRAINE BARNES TRUSTEE 5.00 0.00 X 0 0 0 MRS GAYLE MARIE BENSON HOMI TRUSTEE 5.00 0.00 X 0 0 0 REV JIM BROBST OMI TRUSTEE 5.00 0.00 X 0 0 0 MOST REV SYLVESTER DAVIS OMI TRUSTEE 5.00 0.00 X 0 0 0 MS JASMINE AZIMA 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 MRS GINGER KEMMY TRUSTEE 5.00 0.00 X 0 0 0 REV JOHN KINGBURY CSSR 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 MOST REV MICHAEL F OLSON STD MA TRUSTEE 5.00 0.00 X 0 0 0 REV JIM MYERS PSS TRUSTEE 5.00 0.00 X 0 0 0 REV DALE SCHLITT OMI 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 MR RENE ESPINOSA VP-ADMIN AND FINANCE 40.00 0.00 X 0 114867 37017 MRS CLAUDIA GARCIA VP-INST ADVANCEMENT 40.00 0.00 X 0 92752 15210 REV KENNETH HANNON OMI VP-ACADEMIC AFFAIRS 40.00 0.00 X 0 71486 6571 REV JOSE ANATONIO PONCE DIAZ OMI VP-MISSION 20.00 0.00 X 0 28623 3285 MR SCOTT WOODWARD PRESIDENT 40.00 0.00 X 0 97879 14364 MR PHILIP SHELDRAKE PROFESSOR 40.00 0.00 X 0 114994 0 0 520601 76447 0 0 1 0 WARHAWK GROUP LLC DBA WARHAWK GROUP SE 9102 ADDISON RIDGE SAN ANTONIO TX 78254 SECURITY SERVICES 149818 1 694 996776 2155231 3152701 TUITION FEES: OST 611600 2432097 2432097 RENEWAL CENTER REVENUE 611710 751006 751006 TUITION FEES: MTM 611600 483858 483858 3666961 20485 20485 308328 0 308328 308328 308328 2019750 2016741 3009 3009 3009 0 694 2575 -2575 -2575 COLLECTIONS FROM BAD DEBT 611600 7198 7198 FSA FORFEITURE 611600 6492 6492 LIBRARY COPIES & BOOK SALES 611600 1002 1002 14692 7163601 3675161 0 335739 8545 8545 697727 697727 122 122 53539 18203 35336 6000 6000 170378 168878 1500 106598 1200 105398 445050 305588 139462 141765 54226 87539 712929 618702 94227 93015 81213 11802 106860 106860 647490 622962 24528 126282 33112 93170 LEASED EMPLOYEE EXPENSE 5009221 3618885 1330766 59570 KITCHEN EXPENSE 223661 223661 REPAIRS AND MAINTENANCE 115189 107629 7560 BAD DEBT 37117 37117 70613 31380 39233 8772101 6591911 2113120 67070 241085 517491 2295587 2032558 141675 257962 31140 19921 128823 127752 28395906 13129556 14882296 15266350 98661 105874 29921 43141 39038126 39827229 56887314 58198278 691295 331435 194459 278283 2052575 3175962 2938329 3785680 X 12759175 11805053 41189810 42607545 53948985 54412598 56887314 58198278 X -1608500 13220 2058893 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34627264 1500042 1573790 1928195 35772901 35492561 3772359 -3458572 1179084 34627264 25139129 1132676 10417037 1196281 35492561 26839981 875000 -1557614 1018238 25139129 27096951 799593 1056563 26839981 0.00000 0.88000 0.12000 0 0 1326776 1326776 22974963 10370677 12604286 3097638 2758879 338759 996529 996529 15266350 BENEFICIAL INTEREST IN CHARITABLE GIFT ANNUITIES 268484 INVESTMENTS IN OIP TRUST 39558745 39827229 9583026 13220 848338 2058893 2920451 6662575 501026 501026 7163601 9119413 848338 848338 8271075 501026 501026 8772101 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 1,743,975. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CGA 314,918. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNCTIONAL EXPENSES INCLUDED IN REVENUE 501,026. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNCTIONAL EXPENSES INCLUDED IN REVENUE 501,026. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 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. 1 US PROVINCE OF THE MISSIONARY OBLATES OF IMMACULATE INC 391 MICHIGAN AVE NE WASHINGTON DC 200171516 522133725 501(C)(3) 8545 0 N/A N/A AID FOR OBLATE MINISTRY ASSISTING VICTIMS OF WAR IN UKRAINE 1 0 TUITION ASSISTANCE 181 543308 0 N/A TUITION CREDIT STUDENT HEALTH INSURANCE 16 39515 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. 0 0 0 0 0 0 0 0 0 MR RENE ESPINOSA VP-ADMIN AND FINANCE 0 114867 0 0 0 0 0 0 0 37017 0 151884 0 0 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 2020; 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 1,743,975. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CGA 314,918. 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 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0