TRINITY UNIVERSITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TRINITY UNIVERSITY (EIN 74-1109633)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-13
- IRS object ID
- 201511039349300821
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-13T15:15:17-07:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRINITY UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRIN | BusinessNameControlTxt |
| Phone | 2109997163 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 TRINITY PL | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78212 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary L Logan | PersonNm |
| Person Title | VP Finance & Admin. | PersonTitleTxt |
| Signature | 2015-04-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $457,084,217 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRINITY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1869 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TRINITY UNIVERSITY IS AN INDEPENDENT CO-EDUCATIONAL UNIVERSITY WHOSE MISSION IS EXCELLENCE IN THE INTERRELATED AREAS OF TEACHING, RESEARCH, AND SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 2474 | TotalEmployeeCnt |
| Total Gross UBI | -$456,257 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$456,257 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,253,236 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,859,929 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $99,462,546 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $99,478,765 | CYProgramServiceRevenueAmt |
| PY Investment Income | $47,159,383 | PYInvestmentIncomeAmt |
| CY Investment Income | $54,322,571 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,071,133 | PYOtherRevenueAmt |
| CY Other Revenue | $14,917,239 | CYOtherRevenueAmt |
| PY Total Revenue | $179,946,298 | PYTotalRevenueAmt |
| CY Total Revenue | $186,578,504 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,302,532 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $38,634,062 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $61,841,225 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $62,970,289 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,056,647 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $47,768,247 | PYOtherExpensesAmt |
| CY Other Expenses | $63,915,937 | CYOtherExpensesAmt |
| PY Total Expenses | $147,912,004 | PYTotalExpensesAmt |
| CY Total Expenses | $165,520,288 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $32,034,294 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,058,216 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,309,513,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,427,348,164 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $61,613,456 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $110,554,385 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,247,899,670 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,316,793,779 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TRINITY UNIVERSITY IS AN INDEPENDENT CO-EDUCATIONAL UNIVERSITY WHOSE MISSION IS EXCELLENCE IN THE INTERRELATED AREAS OF TEACHING, RESEARCH, AND SERVICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $120,066,678 | ExpenseAmt |
| Grant | $38,634,062 | GrantAmt |
| Revenue | $79,693,005 | RevenueAmt |
| Desc | INSTRUCTION IN THE LIBERAL ARTS, SCIENCES AND RELATED FIELDS.SCHOLARSHIPS AND ALLOWANCES TO STUDENTS TO FUTHER THEIR EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,827,267 | ExpenseAmt |
| Revenue | $19,785,760 | RevenueAmt |
| Desc | AUXILIARY SERVICES INCLUDING RESIDENCE HALLS AND FOOD SERVICE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,675,587 | ExpenseAmt |
| Revenue | $2,185,741 | RevenueAmt |
| Desc | CONFERENCES AND PUBLIC SERVICE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $2,673,789 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $136,569,532 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 484 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2474 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI LOGAN CONTROLLER | PersonNm |
| Phone | 2109997163 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TRINITY PL | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| SHARON J BELL | |||||||||
| HONORARY VICE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TED BENESKI | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WALTER BROWN JR | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD W CALVERT | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MILES C CORTEZ | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES F DICKE II | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS D HAWTHORNE | |||||||||
| VICE CHAIRMAN | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| GEORGE C TIM HIXON | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WALTER R HUNTLEY JR | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN R JR HURD | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| E CAREY JOULLIAN IV | |||||||||
| SECRETARY | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RICHARD R KANNWISCHER | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD M KLEBERG III | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE WOOD KLINGER | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN C KORBELL | |||||||||
| CHAIRMAN | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| OLIVER TW LEE | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN P MACH | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT S MCCLANE | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MELODY MEYER | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FORREST E MILLER | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARSHALL B MILLER JR | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL F NEIDORFF | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA W PIERCE | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS R SEMMES | |||||||||
| TREASURER | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PAUL H SMITH | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| L HERBERT STUMBERG JR | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA WALLS VAHLDIEK | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS AHLBURG | |||||||||
| PRESIDENT | 40.00 | 0.00 | $539,746 | $0 | $118,000 | Yes (X) | |||
| MICHAEL FISCHER | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | $250,799 | $0 | $33,533 | Yes (X) | |||
| GARY LOGAN | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | $221,283 | $0 | $26,340 | Yes (X) | |||
| CHARLES WHITE | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | $210,544 | $0 | $27,733 | Yes (X) | |||
| LISA BARONIO | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | $297,803 | $0 | $26,719 | Yes (X) | |||
| MICHAEL WILKINS | |||||||||
| JONES PROFESSOR | 40.00 | 0.00 | $292,348 | $0 | $31,616 | Yes (X) | |||
| DAVID MACPHERSON | |||||||||
| E.M. STEVENS PROF | 40.00 | 0.00 | $221,852 | $0 | $30,789 | Yes (X) | |||
| SHERI ALBRIGHT | |||||||||
| MURCHISON PROF | 40.00 | 0.00 | $192,035 | $0 | $21,711 | Yes (X) | |||
| LISA FIELDS | |||||||||
| PRASELL PROF | 40.00 | 0.00 | $187,944 | $0 | $24,828 | Yes (X) | |||
| STEVEN BACHRACH | |||||||||
| AVP & SEMMES PROF | 40.00 | 0.00 | $176,707 | $0 | $22,499 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,591,061 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $363,768 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JT VAUGHN CONSTRUCTION LLC | |||||
| 10355 WESTPARK DR | HOUSTON | TX | 77042 | CONSTRUCTION | $25,983,993 |
| COX SMITH MATTHEWS INC | |||||
| 112 E PECAN ST | SAN ANTONIO | TX | 78205 | LEGAL | $426,889 |
| NAAMAN H VILLANUEVA | |||||
| 2716 MINNETONKA | SAN ANTONIO | TX | 78210 | PAINTING AND DRYWALL | $372,404 |
| MARMON MOK LLP | |||||
| 700 N ST MARYS STE 1600 | SAN ANTONIO | TX | 78205 | ARCHITECTURE | $356,979 |
| SILCHESTER INTERNATIONAL | |||||
| 780 THIRD AVE 42 FLR | NEW YORK | NY | 10017 | INVESTMENT FEES | $349,343 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $6,387,897 | GovernmentGrantsAmt |
| All Other Contributions | $11,472,032 | AllOtherContributionsAmt |
| Noncash Contributions | $2,610,357 | NoncashContributionsAmt |
| Total Contributions | $17,859,929 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FOOD SERVICE | 611600 | $6,940,752 | $6,940,752 |
| RESIDENCE HALLS | 611600 | $12,845,008 | $12,845,008 |
| TUITION AND FEES | 611600 | $79,693,005 | $79,693,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $99,478,765 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,462,149 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$588,402 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,050,551 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,011,062 | TotalRevenueColumnAmt |
| Exclusion | $10,011,062 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $79,961 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,314 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $46,647 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,647 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $46,647 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $292,332,821 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $270,472,399 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,860,422 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,860,422 | TotalRevenueColumnAmt |
| Exclusion | $21,860,422 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONFERENCES | 611600 | $2,185,741 | $2,185,741 | |
| OTHER MISCELLANEOUS | 611600 | $1,586,562 | $1,518,322 | $68,240 |
| PROGRAM FEES | 611600 | $1,086,756 | $1,069,969 | $16,787 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $471 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $471 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,859,530 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186,578,504 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $104,252,797 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$456,257 | UnrelatedBusinessRevenueAmt |
| Exclusion | $64,922,035 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,634,062 | TotalAmt |
| Program Services | $38,634,062 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,752,670 | TotalAmt |
| Program Services | $284,332 | ProgramServicesAmt |
| Management And General | $1,203,282 | ManagementAndGeneralAmt |
| Fundraising | $265,056 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,659,665 | TotalAmt |
| Program Services | $41,544,509 | ProgramServicesAmt |
| Management And General | $5,734,216 | ManagementAndGeneralAmt |
| Fundraising | $1,380,940 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,620,376 | TotalAmt |
| Program Services | $3,215,897 | ProgramServicesAmt |
| Management And General | $1,308,971 | ManagementAndGeneralAmt |
| Fundraising | $95,508 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,748,798 | TotalAmt |
| Program Services | $1,698,264 | ProgramServicesAmt |
| Management And General | $1,911,091 | ManagementAndGeneralAmt |
| Fundraising | $139,443 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,188,780 | TotalAmt |
| Program Services | $2,820,235 | ProgramServicesAmt |
| Management And General | $1,275,479 | ManagementAndGeneralAmt |
| Fundraising | $93,066 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,422,872 | TotalAmt |
| Program Services | $921,934 | ProgramServicesAmt |
| Management And General | $2,425,503 | ManagementAndGeneralAmt |
| Fundraising | $75,435 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $956,300 | TotalAmt |
| Management And General | $956,300 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,656 | TotalAmt |
| Management And General | $191,656 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,641,159 | TotalAmt |
| Management And General | $1,641,159 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,053,607 | TotalAmt |
| Program Services | $6,053,607 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,424,499 | TotalAmt |
| Program Services | $8,523,006 | ProgramServicesAmt |
| Management And General | $3,151,164 | ManagementAndGeneralAmt |
| Fundraising | $750,329 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,436,002 | TotalAmt |
| Program Services | $1,197,335 | ProgramServicesAmt |
| Management And General | $2,159,199 | ManagementAndGeneralAmt |
| Fundraising | $79,468 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,052,827 | TotalAmt |
| Program Services | $9,132,823 | ProgramServicesAmt |
| Management And General | $820,804 | ManagementAndGeneralAmt |
| Fundraising | $99,200 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,120,065 | TotalAmt |
| Program Services | $2,783,494 | ProgramServicesAmt |
| Management And General | $258,369 | ManagementAndGeneralAmt |
| Fundraising | $78,202 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,735,005 | TotalAmt |
| Program Services | $1,088,384 | ProgramServicesAmt |
| Management And General | $646,621 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,707,260 | TotalAmt |
| Program Services | $8,514,092 | ProgramServicesAmt |
| Management And General | $1,193,168 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,017,127 | TotalAmt |
| Management And General | $1,017,127 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| NON-CAPITALIZED EQUIPMENT | $8,355,807 | $8,355,807 |
| RELOCATION OF STUDENT SERVICES | $1,801,751 | $1,801,751 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,520,288 | TotalAmt |
| Program Services | $136,569,532 | ProgramServicesAmt |
| Management And General | $25,894,109 | ManagementAndGeneralAmt |
| Fundraising | $3,056,647 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,703,757 | BOYAmt |
| EOY | $73,579,213 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,766,206 | BOYAmt |
| EOY | $6,662,743 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,674,106 | BOYAmt |
| EOY | $3,911,509 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,958,255 | BOYAmt |
| EOY | $21,836,075 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,937 | BOYAmt |
| EOY | $391,647 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,391,724 | BOYAmt |
| EOY | $4,432,315 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $398,755,077 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $166,203,207 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,216,671 | BOYAmt |
| EOY | $232,551,870 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,798,810 | BOYAmt |
| EOY | $589,419,644 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,068,868 | BOYAmt |
| EOY | $128,830,810 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,458,792 | BOYAmt |
| EOY | $365,732,338 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,309,513,126 | BOYAmt |
| EOY | $1,427,348,164 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,155,967 | BOYAmt |
| EOY | $17,059,553 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,616,722 | BOYAmt |
| EOY | $2,963,941 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,035,000 | BOYAmt |
| EOY | $81,850,138 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,179,819 | BOYAmt |
| EOY | $6,256,328 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,625,948 | BOYAmt |
| EOY | $2,424,425 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,613,456 | BOYAmt |
| EOY | $110,554,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,085,331 | BOYAmt |
| EOY | $531,392,858 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,198,846 | BOYAmt |
| EOY | $177,097,859 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575,615,493 | BOYAmt |
| EOY | $608,303,062 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,247,899,670 | BOYAmt |
| EOY | $1,316,793,779 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,309,513,126 | BOYAmt |
| EOY | $1,427,348,164 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $21,058,216 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $45,091,613 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,744,280 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $4,362,075 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $611,751,991 | BeginningYearBalanceAmt |
| Contributions | $81,670,651 | ContributionsAmt |
| Investment Earnings Or Losses | $80,464,804 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,768,544 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,010,200 | OtherExpendituresAmt |
| Administrative Expenses | $1,585,638 | AdministrativeExpensesAmt |
| End Year Balance | $742,523,064 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $545,442,555 | BeginningYearBalanceAmt |
| Contributions | $3,278,866 | ContributionsAmt |
| Investment Earnings Or Losses | $89,719,982 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,156,497 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,966,522 | OtherExpendituresAmt |
| Administrative Expenses | $1,566,393 | AdministrativeExpensesAmt |
| End Year Balance | $611,751,991 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $589,642,399 | BeginningYearBalanceAmt |
| Contributions | -$378,877 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,216,539 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,831,358 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,019,053 | OtherExpendituresAmt |
| Administrative Expenses | $1,754,017 | AdministrativeExpensesAmt |
| End Year Balance | $545,442,555 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $521,798,735 | BeginningYearBalanceAmt |
| Contributions | $5,190,690 | ContributionsAmt |
| Investment Earnings Or Losses | $95,131,164 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,936,694 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,519,151 | OtherExpendituresAmt |
| Administrative Expenses | $2,022,345 | AdministrativeExpensesAmt |
| End Year Balance | $589,642,399 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $471,104,135 | BeginningYearBalanceAmt |
| Contributions | $8,801,778 | ContributionsAmt |
| Investment Earnings Or Losses | $68,950,797 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,534,962 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,826,908 | OtherExpendituresAmt |
| Administrative Expenses | $3,696,105 | AdministrativeExpensesAmt |
| End Year Balance | $521,798,735 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,397,184 | OtherCostOrOtherBasisAmt |
| Book Value | $5,397,184 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $275,378,717 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,836,760 | DepreciationAmt |
| Book Value | $189,541,957 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,814,654 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,953,757 | DepreciationAmt |
| Book Value | $15,860,897 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,524,153 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,373,328 | DepreciationAmt |
| Book Value | $9,150,825 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,640,369 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,039,362 | DepreciationAmt |
| Book Value | $12,601,007 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $232,551,870 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $128,830,810 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Book Value | $1 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $365,732,338 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACTUARIAL LIABILITY - ANNUITIES PAYABLE | Desc |
| Amt | $2,424,425 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,424,425 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $232,806,552 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $45,091,613 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,744,280 | OtherRevenueAmt |
| Revenue Not Reported | $47,835,893 | RevenueNotReportedAmt |
| Revenue Subtotal | $184,970,659 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,641,159 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$33,314 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,607,845 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $186,578,504 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $163,845,815 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $163,845,815 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,641,159 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $33,314 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,674,473 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $165,520,288 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o | ART AND RARE BOOKS COLLECTIONS |
| Part III, Line 4: Description of organization's collections and how it furthers its purpose. | THE MAJORITY OF THE UNIVERSITY'S ART COLLECTION IS ON PUBLIC DISPLAY ON THE GROUNDS AND IN VARIOUS BUILDINGS ON CAMPUS. THE RARE BOOKS COLLECTION IS MANTAINED IN THE RARE BOOK ROOM OF THE COATES LIBRARY AND MATERIALS ARE AVAILABLE FOR SCHOLARLY RESEARCH. |
| Part V, Line 4: Intended uses of the endowment fund. | ENDOWMENT FUNDS ARE UTILIZED TO SUPPORT THE GENERAL OPERATING BUDGET AND MISSION OF THE UNIVERSITY AS A WHOLE. FUNDS ARE USED FOR THE FOLLOWING: SCHOLARSHIPS AND INSTITUTIONAL LOANS, LIBRARY RESOURCES, FACULTY COMPENSATION, FACULTY DEVELOPMENT, FACILITY MAINTENANCE, LECTURES,AND GENERAL OPERATING NEEDS. |
| Part X : FIN48 Footnote | U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE UNCERTAIN TAX POSITIONS TAKEN BY THE UNIVERSITY. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, TO BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE U.S. DEPARTMENT OF THE TREASURY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY AND HAS CONCLUDED THAT AS OF MAY 31, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE UNIVERSITY HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE UNIVERSITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO MAY 31, 2011. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | LOSS IN VALUE-SPLIT INTEREST AGREEMENTS $2744280 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | RENTAL EXPENSES AS CONTRA REVENUE $33314 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | TRINITY DOES NOT AND WILL NOT DISCRIMINATE IN ADMISSION OF STUDENTS TO STUDY AT THE UNIVERSITY, ENROLL IN CLASSES, OBTAIN ON-CAMPUS HOUSING, OR USE FACILITIES BECAUSE OF RACE, COLOR, RELIGION, SEX, AGE, NATIONAL ORIGIN, DISABILITY (IF OTHERWISE QUALIFIED FOR ADMISSION, MILITARY/VETERAN STATUS, SEXUAL ORIENTATION, OR ANY OTHER STATUS PROTECTED BY FEDERAL, STATE, OR LOCAL LAW.THE NON-DISCRIMINATION POLICY IS LISTED IN THE COURSE CATALOG, INCLUDED IN THE STUDENT HANDBOOK, AND LISTED ON THE UNIVERSITY'S WEBSITE. |
| Schedule E, Line 4 - Explanation of Records and Materials Not Maintained | |
| Schedule E, Line 5 - Explanation of Organization Discrimination by Race |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | PROGRAM SERVICES | RESEARCH & RECRUITING | $82,257 |
| CENTRAL AMERICA & CARIBBEAN | 0 | 0 | PROGRAM SERVICES | RESEARCH & RECRUITING | $21,635 |
| EAST ASIA & THE PACIFIC | 0 | 0 | PROGRAM SERVICES | RESEARCH & RECRUITING | $68,575 |
| MIDDLE EAST & NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | RESEARCH & RECRUITING | $15,467 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH & RECRUITING | $11,977 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH & RECRUITING | $3,764 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | RESEARCH & RECRUITING | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $204,675 | SubtotalSpentAmt |
| Total Spent | $204,675 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| UNDERGRADUATE SCHOLARSHIPS | 1971 | $37,256,664 |
| GRADUATE SCHOLARSHIPS | 123 | $1,377,398 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | THE STUDENTS' FINANCIAL AND ACADEMIC STANDING IS MONITORED BY THE OFFICE OF STUDENT FINANCIAL SERVICES TO ENSURE THAT THE STUDENTS REMAIN IN GOOD STANDING AND CONTINUE TO MEET ANY SPECIFIC REQUIREMENTS OF THE SCHOLARSHIP OR GRANT. THE UNIVERSITY UNDERGOES AN AUDIT UNDER CIRCULAR A-133 TO AUDIT COMPLIANCE WITH FEDERAL FINANCIAL ASSISTANCE RULES AND REGULATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|---|
| CHARLES WHITE | ||||||
| VICE PRESIDENT | $206,872 | $3,672 | $20,460 | $7,273 | $238,277 | |
| DAVID MACPHERSON | ||||||
| E.M. STEVENS PROF | $221,852 | $20,811 | $9,978 | $252,641 | ||
| DENNIS AHLBURG | ||||||
| PRESIDENT | $473,800 | $6,146 | $115,500 | $2,500 | $657,746 | $59,800 |
| GARY LOGAN | ||||||
| VICE PRESIDENT | $221,283 | $21,660 | $4,680 | $247,623 | ||
| LISA BARONIO | ||||||
| VICE PRESIDENT | $291,692 | $6,111 | $25,500 | $1,219 | $324,522 | |
| LISA FIELDS | ||||||
| PRASELL PROF | $187,944 | $18,119 | $6,709 | $212,772 | ||
| MICHAEL FISCHER | ||||||
| VICE PRESIDENT | $243,587 | $7,212 | $23,895 | $9,638 | $284,332 | |
| MICHAEL WILKINS | ||||||
| JONES PROFESSOR | $257,278 | $35,070 | $24,907 | $6,709 | $323,964 | |
| SHERI ALBRIGHT | ||||||
| MURCHISON PROF | $192,035 | $18,914 | $2,797 | $213,746 | ||
| STEVEN BACHRACH | ||||||
| AVP & SEMMES PROF | $176,707 | $17,134 | $5,365 | $199,206 | ||
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a: Relevant information in regards to selections on 1a. | THE UNIVERSITY'S TRAVEL POLICY REQUIRES "COACH OR ECONOMY" AIRFARE; WHEN APROPRIATE. HOWEVER, THE PRESIDENT WILL TRAVEL FIRST CLASS.MEMBERSHIPS IN CLUBS IS PERMITTED FOR THE PRESIDENT FOR BUSINESS USE.AS A CONDITION OF EMPLOYMENT, THE UNIVERSITY PROVIDES HOUSING TO THE PRESIDENT AND CERTAIN EXECUTIVE EMPLOYEES. THE APPROPRIATE AMOUNT IS INCLUDED IN COMPENSATION AND REPORTED ON FORM W-2. |
| Part III, Additional Information | SCHEDULE J, PART I, QUESTION 4BTRINITY UNIVERSITY'S 457 PLAN IS OFFERED TO THE PRESIDENT AND VICE PRESIDENT LEVEL EMPLOYEES. CURRENT UNIVERSITY CONTRIBUTIONS FOR THE CALENDAR YEAR 2013 TO PRESIDENT DENNIS AHLBURG AMOUNTED TO $90,000. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| SAN ANTONIO TX HIGHER ED | ||||||||
| A | 521351505 | 796247BA1 | 2011-06-29 | $20,316,444 | REFUNDING AND CAPITAL IMPROVE | false | false | false |
| SAN ANTONIO TX HIGHER ED | ||||||||
| B | 521351505 | 796247BB9 | 2014-01-07 | $50,472,444 | CAPITAL IMPROVEMENT | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $20,000,000 | $20,316,444 | $316,468 | $20,000,276 | 1995 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $50,277,522 | $466,869 | 2014 | false | false | Yes (true) | Yes (true) | $50,005,074 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Any Lease ArrangementsAnyLeaseArrangementsInd |
|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | false | false | |
| B | false | false | Yes (true) | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false | Yes (true) |
| B | false | false | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $760,357 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Avg High/Low | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,850,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32, Hire and Use of Third Parties | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY UTILIZES ART COLLECTORS AND REAL ESTATE PROFESSIONALS TO ASSIST IN THE VALUATION AND POTENTIAL SALE OF DONATED ART AND REAL ESTATE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: COPY CENTER AND OTHER. |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | JOHN KORBELL, CHAIRMAN OF THE BOARD, AND WALTER BROWN, JR. HAVE A FAMILY RELATIONSHIP. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE 990 WILL BE SUBMITTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND ACCEPTANCE. THE FORM 990 WILL THEN BE MADE ELCTRONICALLY AVAILABLE TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | A CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO ALL BOARD OF TRUSTEE MEMBERS ANNUALLY. THE PRESIDENT'S OFFICE MONITORS ENFORCEMENT OF THE POLICY AND REPORTS ON THE STATUS TO THE AUDIT COMMITTEE, BOARD, AND EXTERNAL AUDITORS. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | THE PRESIDENT'S COMPENSATION IS APPROVED BY THE BOARD OF TRUSTEES BASED UPON A RECOMMENDATION OF THE COMPENSATION COMMITTEE WHICH IS COMPRISED OF SELECT BOARD MEMBERS. THE COMMITTEE USES COMPARABLE DATA PROVIDED BY AN EXTERNAL INDEPENDENT CONSULTANT ENGAGED BY THE BOARD. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | ALL SALARIES AND WAGES ARE RECOMMENDED BY THE DIVISION VICE PRESIDENTS AND APPROVED BY THE PRESIDENT. POSITIONS OTHER THAN THE PRESIDENT ARE CONTROLLED BY A SALARY INCREASE POLICY SET ANNUALLY AND APPROVED BY THE BOARD. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE UNIVERSITY'S FINANCIAL STATEMENT AUDIT AND FORM 990 ARE AVAILABLE ON THE UNIVERSITY'S WEBSITE AND ARE AVILABE IN HARD COPY FORM UPON REQUEST. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | LOSS IN VALUE-SPLIT INTEREST AGREEMENTS = $2744280 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRETCHEN NORTHRUP FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 TRINITY PL | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | PROVIDE SUPPORT TO TRINITY UNIVERSITY | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11-TYPE 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ARSHAM CHARITABLE REMAINDER TURST | |||||||||
| ONE TRINITY PL | SAN ANTONIO | TX | 78212 | 742870133 | SUPPORT TRINITY UNIVERSITY | TX | NA | TRUST | false |
| ROBERT L COOK CHARITABLE REMAINDER UNIT | |||||||||
| ONE TRINITY PL | SAN ANTONIO | TX | 78212 | 746405006 | SUPPORT TRINITY | TX | NA | TRUST | false |
| WHETSEL CHARITABLE REMAINDER UNITRUST | |||||||||
| ONE TRINITY PL | SAN ANTONIO | TX | 78212 | 742870135 | SUPPORT TRINITY | TX | NA | TRUST | false |
| TRINITY POOLED INCOME FUND | |||||||||
| ONE TRINITY PL | SAN ANTONIO | TX | 78212 | 746178316 | SUPPORT TRINITY | TX | NA | TRUST | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRETCHEN NORTHRUP FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionTypeTxt |
| Involved | $2,093,437 | InvolvedAmt |
| Method Of Amount Determination | SPENDING POLICY | MethodOfAmountDeterminationTxt |