2024-11-14T15:10:13-06:00 2023-12-31 050568611 SST ACCOUNTANTS & CONSULTANTS PLLC 12720 HILLCREST ROAD SUITE 500 DALLAS TX 752302039 990 2023-01-01 454620000 HALLMARK UNIVERSITY INC HALL 2106909000 9855 WESTOVER HILLS BLVD SAN ANTONIO TX 78251 JOE FISHER CEO 2106909000 2024-11-14 1 1 RYAN T SCHILHAB P01259865 9723921143 2024-11-14 2023 2024-10-15 13:58:12Z JOE FISHER 9855 WESTOVER HILLS BLVD SAN ANTONIO TX 78251 19188230 0 X WWW.HALLMARK.EDU X 2012 TX ESTABLISH, MAINTAIN, & CONDUCT POST- SECONDARY, SECONDARY, & PRIMARY INSTITUTIONS OF LEARNING UNDER THE INFLUENCE OF JUDEO-CHRISTIAN PRINCIPLES IN SAN ANTONIO, TEXAS. 17 17 208 17 0 0 898599 446544 20419925 18717207 -79402 -159668 7505 7076 21246627 19011159 571033 97300 0 0 8975529 9410500 0 0 269817 11157984 9221716 20704546 18729516 542081 281643 51092580 49829474 26913545 25304339 24179035 24525135 X HALLMARK UNIVERSITY, INC.'S MISSION IS TO ESTABLISH, MAINTAIN, AND CONDUCT POST-SECONDARY, SECONDARY, AND PRIMARY INSTITUTIONS OF LEARNING UNDER THE INFLUENCE OF JUDEO-CHRISTIAN PRINCIPLES IN SAN ANTONIO, TEXAS, AND ELSEWHERE AS MAY BE DEEMED ADVISABLE. THE ORGANIZATION AND ALL OF ITS AGENCIES SHALL BE NONDISCRIMINATORY - OPEN TO BOTH SEXES AND TO THOSE OF ANY RACE OR RELIGION; ESTABLISHING EDUCATIONAL AND LEARNING PARTNERSHIPS WITH INDUSTRY; ESTABLISHING INSTITUTIONS OF EXCELLENCE THROUGH A LEARNING ENVIRONMENT THAT PROMOTES THE IMPORTANCE OF CHARACTER AND VIRTUE IN BUSINESS, EDUCATION, RELIGION, RESEARCH, ARTS, GOVERNMENT, AND COMMUNITY SERVICE; TO OBTAIN ALL ACCREDITATIONS AND LICENSES REQUIRED TO PARTICIPATE IN ANY UNITED STATES DEPARTMENT OF EDUCATION STUDENT LOAN AND/OR GRANT PROGRAMS/ AND TO ENGAGE IN ANY AND ALL LAWFUL ACTIVITIES INCIDENTAL TO THE FOREGOING PURPOSES. 0 0 10702904 97300 18724283 HALLMARK UNIVERSITY INC. PUTS STUDENTS IN CONTROL OF THEIR FUTURES, GUIDING THEM TO BETTER LIVES. THROUGH HANDS-ON AND CLASSROOM TRAINING, STUDENTS LEARN THE PROPER TOOLS AND TECHNIQUES REQUIRED TO BECOME SUCCESSFUL. COMPREHENSIVE COURSES GIVE STUDENTS VALUABLE TIME WORKING IN THEIR CHOSEN FIELD IN REAL-WORLD SETTINGS. THE UNIVERSITY HAS PROGRAMS IN AERONAUTICS, ALLIED HEALTH, BUSINESS, INFORMATION TECHNOLOGY AND NURSING. 10702904 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 27 0 1 208 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 TX X JOE FISHER 2106909000 9855 WESTOVER HILLS BLVD SAN ANTONIO TX 78251 PAUL NGUYEN CHAIRMAN/DIRECTOR 15.00 X X 0 0 0 DEAN RUSH VICE CHAIR/DIRECTOR 10.00 X X 0 0 0 VANESSA KENON SECRETARY/DIRECTOR 5.00 X X 0 0 0 NEAL ASKEW TRUSTEE/DIRECTOR 5.00 X 0 0 0 TIM LYLES TRUSTEE/DIRECTOR 5.00 X 0 0 0 MARY NELSON TRUSTEE/DIRECTOR 5.00 X 0 0 0 ELIZABETH CONKLYN TRUSTEE/DIRECTOR 5.00 X 0 0 0 MARIA H FERRIER TRUSTEE/DIRECTOR 5.00 X 0 0 0 JON ALLMAN TRUSTEE/DIRECTOR 5.00 X 0 0 0 DAVID MARTINEZ LONGORIA TRUSTEE/DIRECTOR 5.00 X 0 0 0 JERRY VALDEZ TRUSTEE/DIRECTOR 5.00 X 0 0 0 THEODORE GUIDRY II TRUSTEE/DIRECTOR 5.00 X 0 0 0 TED TERRAZAS TRUSTEE/DIRECTOR 5.00 X 0 0 0 ROB LENZA TRUSTEE/DIRECTOR 5.00 X 0 0 0 WILLIAM FISHER TRUSTEE/DIRECTOR 5.00 X 0 0 0 TODD GOLD TRUSTEE/DIRECTOR 5.00 X 0 0 0 CHAD WHITE TRUSTEE/DIRECTOR 5.00 X 0 0 0 JOE FISHER CEO 40.00 X 248546 0 8718 TAYLOR MERCIER SR. VP UNIVERSITY OPERATIONS 40.00 X 213834 0 14901 ROXANNE DARTY VP, FINANCIAL OPERATIONS 40.00 X 188188 0 10253 DANA HAGEN EMPLOYEE 40.00 X 131847 0 6949 JOSHUA POND EMPLOYEE 40.00 X 131480 0 17091 STAN YOUNGER EMPLOYEE 40.00 X 124862 0 8232 PAMELA BARTA MORENO EMPLOYEE 40.00 X 119695 0 6603 1158452 0 72747 7 0 1 0 0 446544 446544 TUITION AND FEES 611600 18717207 18717207 18717207 17403 17403 8185 168886 -8185 -168886 -177071 -177071 MISCELLANEOUS INCOME 611600 7076 7076 7076 19011159 18724283 0 -159668 10000 10000 87300 87300 485999 485999 7786190 6024572 1610357 151261 134739 110432 21534 2773 382273 284432 90700 7141 621299 453783 156123 11393 36904 36904 48920 48920 2380 2380 409663 21298 320989 67376 1945356 1945356 578036 261472 294345 22219 680778 680778 1206936 1029101 172979 4856 11194 3904 6738 552 6724 6724 1199872 1199872 1407641 1265933 139462 2246 202268 202268 BOOKS, TOOLS, TEACHING 609866 609016 850 STUDENT ASSESSMENTS/CER 508187 493317 14870 BAD DEBTS 318647 318647 LEARNING RESOURCE CENTE 48344 48344 18729516 10702904 7756795 269817 4858160 5365045 896263 445541 431245 117705 1482183 1270978 143661 93949 977416 512105 29431346 4910512 25508906 24520834 492642 1313937 16302104 16189380 51092580 49829474 2789351 1729235 442114 352089 23531789 23192524 150291 30491 26913545 25304339 X 23602687 24007259 576348 517876 24179035 24525135 51092580 49829474 281643 64457 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 576348 323490 11294 643 370025 517876 198316 427523 16549 31850 1092 576348 56541 170481 21206 7500 198316 282325 15500 25951 137108 78225 56541 113725 239600 69000 2000 282325 0.14000 0.86000 0 0 3885000 3885000 17398171 677758 16720413 261201 66546 194655 6847043 3692659 3154384 1039931 473549 566382 24520834 INTANGIBLES 15427924 INVESTMENT IN SUBSIDIARY 730965 RIGHT OF USE OPERATING LEASE 30491 16189380 OPERATING LEASE LIABILITY 30491 30491 X PART V, LINE 4: AS OF DECEMBER 31, 2023, TEMPORARILY RESTRICTED NET ASSETS WERE RESTRICTED FOR USE IN THE FOLLOWING PROGRAMS: STUDENT SCHOLARSHIP FUNDS $322,426 TIME RESTRICTION - GENERAL OPERATIONS 3,500 CAPITAL CAMPAIGN 116,950 CORPUS OF INVESTMENTS IN PERPETUITY 75,000 TOTAL $517,876 PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT ANY TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF THE FASB ASC TOPIB 740-10, ACCOUNTING FOR INCOME TAXES, WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO AMOUNTS HAVE BEEN ACCRUED IN THE STATEMENT OF FINANCIAL POSITION. FEDERAL AND STATE TAX RETURNS OF THE ENTITY ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 HALLMARK UNIVERSITY, INC. WAS NOT OPERATIONAL AS AN EXEMPT NONPROFIT ENTITY UNTIL 2013. THE SCHOOL COMPLIES WITH ALL NONDISCRIMINATORY POLICY PUBLICATION REQUIREMENTS SET FORTH IN REV. PROC. 75-50, 1975-2 C.B. 587. SCHEDULE E, PART I, LINE 6 HALLMARK UNIVERSITY, INC. PARTICIPATES IN STUDENT FINANCIAL AID (SFA) UNDER THE TITLE IV PROGRAMS ADMINISTERED BY THE ED PURSUANT TO THE HIGHER EDUCATION ACT OF 1965, AS AMENDED (HEA). 1 THE DEE HOWARD FOUNDATION 9901 IH10 WEST STE 800 SAN ANTONIO TX 78229 814636512 501(C)(3) 5000 0 ASSISTANCE COMMUNICARE HEALTH FOUNDATION 3066 E COMMERCE ST STE 1802B SAN ANTONIO TX 78220 472185616 501(C)(3) 5000 0 ASSISTANCE 2 SCHOLARSHIPS 248 87300 CASH PART I, LINE 2: HALLMARK MAKES GRANTS TO WORTHY ORGANIZATIONS THAT HAVE THE SAME BELIEFS AS THE UNIVERSITY. X X X X 0 0 0 0 0 0 0 0 0 JOE FISHER CEO 248546 0 0 0 0 0 8702 0 16 0 257264 0 0 0 TAYLOR MERCIER SR. VP UNIVERSITY OPERATIONS 213834 0 0 0 0 0 7758 0 7143 0 228735 0 0 0 ROXANNE DARTY VP, FINANCIAL OPERATIONS 188188 0 0 0 0 0 6125 0 4128 0 198441 0 0 0 PART I, LINE 3 A SURVEY WAS CONDUCTED TO ESTABLISH COMPENSATION. HALLMARK UNIVERSITY ALSO HAS A WRITTEN EMPLOYMENT CONTRACT, COMPENSATION COMMITTEE, AND COMPENSATION DECISIONS MUST BE APPROVED BY THE BOARD. A CITY OF SAN ANTONIO TEXAS EDUCATION FACILITIES CORPORATION 796247DY7 2021-11-10 23550000 PURCHASING LAND AND RENOVATING THE EXISTING BUILDING FOR NEW MAIN CAMPUS 0 1 0 A 24160201 3457024 20703177 0 0 1 1 A 0 0 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED FOR ACCURACY AND COMPLETENESS BY HALLMARK UNIVERSITY'S VP OF FINANCE AND CEO. A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT ON A YEARLY BASIS. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT CPA FIRM COMPILED COMPENSATION DATA FROM COMPARABLE ORGANIZATIONS; DATA WAS SUBMITTED TO THE BOARD OF TRUSTEES' COMPENSATION COMMITTEE. AFTER REVIEWING THE COMPENSATION DATA, THE COMMITTEE AUTHORIZED SALARIES FOR THE ORGANIZATION'S CEO, OTHER OFFICERS, AND KEY EMPLOYEES. 5-YEAR CONTRACTS WERE EXECUTED FOR THE AUTHORIZED COMPENSATION, FOR ALL APPLICABLE EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC PAUL NGUYEN - 11200 LAGO VISTA, HELOTES, TX 78023. DEAN RUSH - 26522 ASHLEY RIDGE LN, KATY, TX 77494. VANESSA KENON - 25057 TOUTANT BEAUREGARD RD, SAN ANTONIO, TX 78255. NEAL ASKEW - 13501 RR 12 #103, WIMBERLEY, TX 78676. TIM LYLES - P.O. BOX 2489, UNIVERSAL CITY, TX 78148. MARY NELSON - 1003 DOS VERDES, SAN ANTONIO, TX 78258. ELIZABETH CONKLYN - 200 PATTERSON AVE #318, SAN ANTONIO, TX 78209. MARIA H. FERRIER - 5526 KING RICHARD, SAN ANTONIO, TX 78229. JON ALLMAN - 143 PARADISE POINT, BOERNE, TX 78006. DAVID MARTINEZ LONGORIA - 4509 BEN HOGAN DR, MCALLEN, TX 78503. JERRY VALDEZ - P.O. BOX 12031, AUSTIN, TX 78711. THEODORE GUIDRY, II - 5360 SERENITY LANE, ATLANTA, GA 30249. TED TERRAZAS - 5253 PRUE RD STE 230, SAN ANTONIO, TX 78240. ROB LENZA - 13318 TROTTING PATH, HELOTES, TX 78023. WILLIAM FISHER - 110 LAKE VIEW DR, BOERNE, TX 78006. TODD GOLD - 31 STRATTON LANE, SAN ANTONIO, TX 78257. CHAD WHITE - 1313 OAKRIDGE DR, BLANCO, TX 78606. HALLMARK CONSULTING GROUP LLC 9855 WESTOVER HILLS BLVD SAN ANTONIO TX 78251 844839611 CONSULTING TX HALLMARK UNIVERISTY INC C 53531 730964 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0