2015-04-13T15:15:17-07:00 2014-05-31 990 2013-06-01 741109633 TRINITY UNIVERSITY TRIN 2109997163 1 TRINITY PL SAN ANTONIO TX 78212 Gary L Logan VP Finance & Admin. 2015-04-13 2013 2016-02-25 16:41:14Z 457084217 false false X WWW.TRINITY.EDU X 1869 TX TRINITY UNIVERSITY IS AN INDEPENDENT CO-EDUCATIONAL UNIVERSITY WHOSE MISSION IS EXCELLENCE IN THE INTERRELATED AREAS OF TEACHING, RESEARCH, AND SERVICES. 27 27 2474 -456257 -456257 21253236 17859929 99462546 99478765 47159383 54322571 12071133 14917239 179946298 186578504 38302532 38634062 0 61841225 62970289 0 3056647 47768247 63915937 147912004 165520288 32034294 21058216 1309513126 1427348164 61613456 110554385 1247899670 1316793779 X TRINITY UNIVERSITY IS AN INDEPENDENT CO-EDUCATIONAL UNIVERSITY WHOSE MISSION IS EXCELLENCE IN THE INTERRELATED AREAS OF TEACHING, RESEARCH, AND SERVICES. false false 120066678 38634062 79693005 INSTRUCTION IN THE LIBERAL ARTS, SCIENCES AND RELATED FIELDS.SCHOLARSHIPS AND ALLOWANCES TO STUDENTS TO FUTHER THEIR EDUCATION. 13827267 19785760 AUXILIARY SERVICES INCLUDING RESIDENCE HALLS AND FOOD SERVICE. 2675587 2185741 CONFERENCES AND PUBLIC SERVICE. 2673789 136569532 true true false false false false false true false true true true false true true true true true true false true false false false false false false false true true true false false false false false false false false false false true false false false false true false false false false true 484 0 true 2474 true true false false false true true true true false 0 false false false false false false false false false false X 27 27 true false false false false false false true true false false true true true true true true true true false X X X LORI LOGAN CONTROLLER 2109997163 ONE TRINITY PL SAN ANTONIO TX 78212 X SHARON J BELL HONORARY VICE 0.00 0.00 X 0 0 0 TED BENESKI TRUSTEE 0.00 0.00 X 0 0 0 WALTER BROWN JR TRUSTEE 0.00 0.00 X 0 0 0 RICHARD W CALVERT TRUSTEE 0.00 0.00 X 0 0 0 MILES C CORTEZ TRUSTEE 0.00 0.00 X 0 0 0 JAMES F DICKE II TRUSTEE 0.00 0.00 X 0 0 0 DOUGLAS D HAWTHORNE VICE CHAIRMAN 0.00 0.00 X X 0 0 0 GEORGE C TIM HIXON TRUSTEE 0.00 0.00 X 0 0 0 WALTER R HUNTLEY JR TRUSTEE 0.00 0.00 X 0 0 0 JOHN R JR HURD TRUSTEE 0.00 0.00 X 0 0 0 E CAREY JOULLIAN IV SECRETARY 0.00 0.00 X X 0 0 0 RICHARD R KANNWISCHER TRUSTEE 0.00 0.00 X 0 0 0 RICHARD M KLEBERG III TRUSTEE 0.00 0.00 X 0 0 0 KATHERINE WOOD KLINGER TRUSTEE 0.00 0.00 X 0 0 0 JOHN C KORBELL CHAIRMAN 0.00 0.00 X X 0 0 0 OLIVER TW LEE TRUSTEE 0.00 0.00 X 0 0 0 STEVEN P MACH TRUSTEE 0.00 0.00 X 0 0 0 ROBERT S MCCLANE TRUSTEE 0.00 0.00 X 0 0 0 MELODY MEYER TRUSTEE 0.00 0.00 X 0 0 0 FORREST E MILLER TRUSTEE 0.00 0.00 X 0 0 0 MARSHALL B MILLER JR TRUSTEE 0.00 0.00 X 0 0 0 MICHAEL F NEIDORFF TRUSTEE 0.00 0.00 X 0 0 0 BARBARA W PIERCE TRUSTEE 0.00 0.00 X 0 0 0 THOMAS R SEMMES TREASURER 0.00 0.00 X X 0 0 0 PAUL H SMITH TRUSTEE 0.00 0.00 X 0 0 0 L HERBERT STUMBERG JR TRUSTEE 0.00 0.00 X 0 0 0 LISA WALLS VAHLDIEK TRUSTEE 0.00 0.00 X 0 0 0 DENNIS AHLBURG PRESIDENT 40.00 0.00 X 539746 0 118000 MICHAEL FISCHER VICE PRESIDENT 40.00 0.00 X 250799 0 33533 GARY LOGAN VICE PRESIDENT 40.00 0.00 X 221283 0 26340 CHARLES WHITE VICE PRESIDENT 40.00 0.00 X 210544 0 27733 LISA BARONIO VICE PRESIDENT 40.00 0.00 X 297803 0 26719 MICHAEL WILKINS JONES PROFESSOR 40.00 0.00 X 292348 0 31616 DAVID MACPHERSON E.M. STEVENS PROF 40.00 0.00 X 221852 0 30789 SHERI ALBRIGHT MURCHISON PROF 40.00 0.00 X 192035 0 21711 LISA FIELDS PRASELL PROF 40.00 0.00 X 187944 0 24828 STEVEN BACHRACH AVP & SEMMES PROF 40.00 0.00 X 176707 0 22499 2591061 363768 10 false true false JT VAUGHN CONSTRUCTION LLC 10355 WESTPARK DR HOUSTON TX 77042 CONSTRUCTION 25983993 COX SMITH MATTHEWS INC 112 E PECAN ST SAN ANTONIO TX 78205 LEGAL 426889 NAAMAN H VILLANUEVA 2716 MINNETONKA SAN ANTONIO TX 78210 PAINTING AND DRYWALL 372404 MARMON MOK LLP 700 N ST MARYS STE 1600 SAN ANTONIO TX 78205 ARCHITECTURE 356979 SILCHESTER INTERNATIONAL 780 THIRD AVE 42 FLR NEW YORK NY 10017 INVESTMENT FEES 349343 19 6387897 11472032 2610357 17859929 FOOD SERVICE 611600 6940752 6940752 RESIDENCE HALLS 611600 12845008 12845008 TUITION AND FEES 611600 79693005 79693005 99478765 32462149 -588402 33050551 0 10011062 10011062 79961 33314 46647 46647 46647 292332821 270472399 21860422 21860422 21860422 0 0 0 CONFERENCES 611600 2185741 2185741 OTHER MISCELLANEOUS 611600 1586562 1518322 68240 PROGRAM FEES 611600 1086756 1069969 16787 471 471 4859530 186578504 104252797 -456257 64922035 0 38634062 38634062 0 0 1752670 284332 1203282 265056 0 48659665 41544509 5734216 1380940 4620376 3215897 1308971 95508 3748798 1698264 1911091 139443 4188780 2820235 1275479 93066 3422872 921934 2425503 75435 956300 956300 191656 191656 0 0 1641159 1641159 6053607 6053607 0 12424499 8523006 3151164 750329 3436002 1197335 2159199 79468 0 10052827 9132823 820804 99200 3120065 2783494 258369 78202 0 0 1735005 1088384 646621 0 9707260 8514092 1193168 1017127 1017127 NON-CAPITALIZED EQUIPMENT 8355807 8355807 RELOCATION OF STUDENT SERVICES 1801751 1801751 0 165520288 136569532 25894109 3056647 0 119703757 73579213 11766206 6662743 3674106 3911509 0 0 22958255 21836075 475937 391647 2391724 4432315 398755077 166203207 214216671 232551870 455798810 589419644 131068868 128830810 0 0 347458792 365732338 1309513126 1427348164 18155967 17059553 2616722 2963941 32035000 81850138 6179819 6256328 2625948 2424425 61613456 110554385 X 520085331 531392858 152198846 177097859 575615493 608303062 1247899670 1316793779 1309513126 1427348164 X 21058216 45091613 2744280 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4362075 X X X false 611751991 81670651 80464804 8768544 21010200 1585638 742523064 545442555 3278866 89719982 8156497 16966522 1566393 611751991 589642399 -378877 -11216539 7831358 23019053 1754017 545442555 521798735 5190690 95131164 7936694 22519151 2022345 589642399 471104135 8801778 68950797 8534962 14826908 3696105 521798735 0.45000 0.32000 0.23000 false false false 5397184 5397184 275378717 85836760 189541957 27814654 11953757 15860897 37524153 28373328 9150825 52640369 40039362 12601007 232551870 128830810 Rounding 1 365732338 ACTUARIAL LIABILITY - ANNUITIES PAYABLE 2424425 2424425 X 232806552 45091613 2744280 47835893 184970659 1641159 -33314 1607845 186578504 163845815 163845815 1641159 33314 1674473 165520288 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 true true true true true true true false false false false false false false false true false true 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 EUROPE 0 0 PROGRAM SERVICES RESEARCH & RECRUITING 82257 CENTRAL AMERICA & CARIBBEAN 0 0 PROGRAM SERVICES RESEARCH & RECRUITING 21635 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES RESEARCH & RECRUITING 68575 MIDDLE EAST & NORTH AFRICA 0 0 PROGRAM SERVICES RESEARCH & RECRUITING 15467 NORTH AMERICA 0 0 PROGRAM SERVICES RESEARCH & RECRUITING 11977 SOUTH AMERICA 0 0 PROGRAM SERVICES RESEARCH & RECRUITING 3764 SOUTH ASIA 0 0 PROGRAM SERVICES RESEARCH & RECRUITING 1000 204675 204675 true false true true true false true 0 0 UNDERGRADUATE SCHOLARSHIPS 1971 37256664 GRADUATE SCHOLARSHIPS 123 1377398 Grantmaker's Description of How Grants are Used 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. X X X true true X X false true false false false false false false false false CHARLES WHITE VICE PRESIDENT 206872 3672 20460 7273 238277 DAVID MACPHERSON E.M. STEVENS PROF 221852 20811 9978 252641 DENNIS AHLBURG PRESIDENT 473800 59800 6146 115500 2500 657746 GARY LOGAN VICE PRESIDENT 221283 21660 4680 247623 LISA BARONIO VICE PRESIDENT 291692 6111 25500 1219 324522 LISA FIELDS PRASELL PROF 187944 18119 6709 212772 MICHAEL FISCHER VICE PRESIDENT 243587 7212 23895 9638 284332 MICHAEL WILKINS JONES PROFESSOR 257278 35070 24907 6709 323964 SHERI ALBRIGHT MURCHISON PROF 192035 18914 2797 213746 STEVEN BACHRACH AVP & SEMMES PROF 176707 17134 5365 199206 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. A SAN ANTONIO TX HIGHER ED 521351505 796247BA1 2011-06-29 20316444 REFUNDING AND CAPITAL IMPROVE false false false B SAN ANTONIO TX HIGHER ED 521351505 796247BB9 2014-01-07 50472444 CAPITAL IMPROVEMENT false false A 20000000 20316444 316468 20000276 1995 true false true true B 50277522 466869 50005074 2014 false false true true A false false true false false B false false false true false A false false false false false false false true B false false false false false false false true A true B true X 8 760357 Avg High/Low X 1 1850000 Appraisal false true true Part I, Line 32, Hire and Use of Third Parties THE UNIVERSITY UTILIZES ART COLLECTORS AND REAL ESTATE PROFESSIONALS TO ASSIST IN THE VALUATION AND POTENTIAL SALE OF DONATED ART AND REAL ESTATE. 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 GRETCHEN NORTHRUP FOUNDATION 1 TRINITY PL SAN ANTONIO TX 78212 PROVIDE SUPPORT TO TRINITY UNIVERSITY TX 501(c)(3) 11-TYPE 1 NA false 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 false false true false false false false false false false false false false false false false false false false GRETCHEN NORTHRUP FOUNDATION c 2093437 SPENDING POLICY