2014-05-27T16:54:32-05:00 2013-05-31 990 2012-06-01 741109633 Trinity University % LORI LOGAN TRIN 2109997334 One Trinity Place Suite NH 410H San Antonio TX 782127200 Gary L Logan 2109997478 2014-05-21 2012 2015-11-30 17:44:51Z X Dennis Ahlburg One Trinity Place San Antonio TX 782127200 299028255 false X http://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 SERVICE. 27 26 2176 -764311 13214585 21253236 95735569 99571157 73379941 47159383 8212933 11962522 190543028 179946298 34553866 38302532 0 0 62975853 61841225 0 0 2342237 50909707 47768247 148439426 147912004 42103602 32034294 1200388142 1309513126 60002213 61613456 1140385929 1247899670 X TRINITY UNIVERSITY IS A TRANSFORMATIONAL LIBERAL ARTS AND SCIENCES INSTITUTION. AS A PRIMARILY RESIDENTIAL UNDERGRADUATE UNIVERSITY WITH SELECTED PRE-PROFESSIONAL AND PROFESSIONAL PROGRAMS, TRINITY INTRODUCES STUDENTS TO NEW WAYS OF THINKING AND GROWING WHILE CREATING AND NURTURING A DIVERSE COMMUNITY THAT VALUES MULTIPLE WAYS OF UNDERSTANDING THE WORLD. TRINITY UNIVERSITY TAKES PRIDE IN BEING A CATALYST FOR GROWTH FOR ITS STUDENTS AND ALL MEMEBERS OF THE TRINITY COMMUNITY. false false 104773941 38302532 78943945 INSTRUCTION IN THE LIBERAL ARTS, SCIENCES AND RELATED FIELDS. SCHOLARSHIPS AND ALLOWANCES TO STUDENTS TO FURTHER THEIR EDUCATION. 13832283 20627212 AUXILIARY SERVICES INCLUDING RESIDENCE HALLS AND FOOD SERVICE. 2790175 2166643 CONFERENCES AND PUBLIC SERVICE 0 1367750 PROGRAM FEES 0 868547 REBATES AND COMMISSIONS 0 360807 COPY CENTER 0 709884 OTHER 0 3306988 121396399 true true false false false false false true false true true true false true true true true false true false true false false false false false false false true true true false false false false false false false false false true true true false false false true true false false false true 3763 0 true 2176 true true true false false false false true true true 2 false false false X 27 26 true false false false false false false true true false false true true true true true true true true false X X LORI LOGAN 2109997301 ONE TRINITY PLACE San Antonio TX 78212 Sharon J Bell 1.0 X X Ted Beneski 1.0 X Walter Brown Jr 1.0 X Richard W Calvert 1.0 X Miles C Cortez 1.0 X James F Dicke II 1.0 X Douglas D Hawthorne 1.0 X X Tim Hixon 1.0 X Walter R Huntley Jr 1.0 X John R Hurd 1.0 X E Carey Joullian IV 1.0 X Rev Richard R Kannwischer 1.0 X Richard M Klegerg III 1.0 X Dr Katherine Wood Klinger 1.0 X John C Korbell 1.0 X X Oliver T W Lee 1.0 X Steven P Mach 1.0 X Robert S McClane 1.0 X Melody Boone Meyer 1.0 X Forrest E Miller 1.0 X Marshall B Miller Jr 1.0 X X Michael F Neidorff 1.0 X Barbara W Pierce 1.0 X Thomas R Semmes 1.0 X X Paul H Smith 1.0 X L Herbert Stumberg Jr 1.0 X Lissa Walls Vahldiek 1.0 X Dennis Ahlburg 40.0 X 536420 0 133500 Michael Fischer 40.0 X 245690 0 49984 Charles White 40.0 X 206835 0 26489 Lisa Baronio 40.0 X 117446 0 9737 Gary Logan 40.0 X 97500 0 11425 David Tuttle 40.0 X 134796 0 13052 Phillip Cooley 40.0 X 503364 0 13398 Gerald Pitts 40.0 X 347192 0 13372 Mary Ann Tetreault 40.0 X 342559 0 12379 Gordon Macalpine 40.0 X 326393 0 7951 John Howland 40.0 X 294353 0 8198 3152548 0 299485 97 false true false Joeris General Contractors 1390 E Bitters Rd SAN ANTONIO TX 78216 Construction 4074858 David E Harvey Builders Inc 218 E Ramsey SAN ANTONIO TX 78216 Construction 5938530 Aramark Corporation One Trinity Place SAN ANTONIO TX 78212 Food Service 6174631 Einhorn Yaffee Prescott PO Box 617 ALBANY NY 12201 Architecture 1899131 JT Vaughn Construction LLC 10355 Westpark Dr HOUSTON TX 77042 Construction 17939743 14 6950079 14303157 172791 21253236 TUITION AND FEES 611310 78943945 78943945 RESIDENCE HALLS 611310 13306269 13306269 FOOD SERVICE 611310 7212332 7212332 BOOK STORE 611310 108611 108611 99571157 27222804 -1093386 28316190 0 6161286 1470 6159816 133085 98546 34539 0 34539 34539 138919990 118983411 19936579 19936579 19936579 0 0 0 CONFERENCES 611710 2166643 2166643 COMMISSIONS AND REBATES 611710 868547 868547 FEES 611710 1367750 1367750 1363757 1070691 293066 5766697 179946298 105044788 -764311 54412585 0 38302532 38302532 0 0 1516874 637740 781950 97184 0 48312914 38919976 7988265 1404673 3942215 3099822 766717 75676 4670757 3420845 1173863 76049 3398465 2638107 651477 108881 0 782504 782504 470920 470920 0 0 1733000 1733000 6338667 6338667 0 10360532 6359245 3756803 244484 2017129 295925 1662171 59033 0 11926650 10526604 1197895 202151 3013287 2682143 257038 74106 0 0 854139 186843 667296 0 9200790 7987950 1212840 1070629 1070629 147912004 121396399 24173368 2342237 0 0 122467042 119703757 13090902 10592865 5523222 4847447 0 0 0 0 23350375 22958255 461355 475937 2318286 2391724 375555099 161338427 178824306 214216672 408547793 455798810 122652856 131068868 0 0 0 0 323152005 347458791 1200388142 1309513126 15731333 18155967 0 0 3193423 2616722 32035000 32035000 0 0 0 0 0 0 6567326 6179819 2475131 2625948 60002213 61613456 X 480008147 520085331 112196055 152198846 548181727 575615493 1140385929 1247899670 1200388142 1309513126 X 32034294 52493000 22986447 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4264500 X X X false 545442555 3278866 89719982 25123019 1566393 611751991 589642399 -378877 -11216539 7831358 23019053 1754017 545442555 521798735 5190690 95131164 7936694 22519151 2022345 589642399 471104135 8801778 68950797 8534962 14826908 3696105 521798735 559287541 4972211 -70272697 7199400 13930824 1752696 471104135 0.40000 0.37000 0.23000 false false 5397184 5397184 207642433 83412944 124229489 27702199 11033363 16668836 36427728 27567359 8860369 98385555 39324761 59060794 214216672 ALTERNATIVE INVESTMENTS 130354260 C OIL AND GAS PROPERTIES 714608 C 131068868 HELD IN TRUST BY OTHERS 347458791 347458791 0 ANNUITIES PAYABLE 2625948 2625948 X 215488759 52493000 25559589 78052589 137436170 1733000 40777128 42510128 179946298 107975015 107975015 1733000 38203989 39936989 147912004 Art and Rare Books Collections Schedule D, Part III, Line 4 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 MAINTAINED IN THE RARE BOOK ROOM OF THE COATES LIBRARY AND MATERIALS ARE AVAILABLE FOR SCHOLARLY RESEARCH. Intended Uses of Endowment Funds Schedule D, Part V, Line 4 TO SUPPORT THE GENERAL OPERATING BUDGET AND MISSION OF THE UNIVERSITY AS A WHOLE INCLUDING THE FOLLOWING: SCHOLARSHIPS AND INSTITUTIONAL LOAN FUNDS, LIBRARY RESOURCES, FACULTY SALARIES, FRINGE BENEFITS, FACULTY DEVELOPMENT, FACILITY MAINTENANCE, LECTURES, AND GENERAL OPERATING NEEDS. FIN 48 (ASC 740) FOOTNOTE SCHEDULE D, PART X, LINE 2 ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRE 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. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY AND HAS CONCLUDED THAT AS OF MAY 31, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE UNIVERSITY HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN POSITIONS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIOD. MANAGNEMENT BELIEVES THE UNIVERSITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO MAY 31, 2010. RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH 990 SCHEDULE D, PART XI, LINE 2D NET UNREALIZED APPRECIATION OF ASSETS HELD IN TRUST BY OTHERS: $25,559,589. RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH 990 SHCEDULE D, PART XI, LINE 4b SCHOLARSHIPS ON AUDIT AS A CONTRA REVENUE $38,302,532 CHANGE IN SPLIT INTEREST TRUESTS 2,573,142 RENTAL EXPENSES NETTED AGAINST REVENUE ON 990 ( 98,546) TOTAL SCHEDULE D, PART XI, LINE 4b $40,777,128 RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH 990 SCHEDULE D, PART XII lINE 4b SCHOLARSHIPS ON AUDIT AS A CONTRA REVENUE $38,302,532 RENTAL EXPENSES NETTED AGAINST REVENUE ON 990 (98,546) ROUNDING 3 TOTAL SCHEDULE D, PART XII, LINE 4b $38,203,989 true true true true true true true false false false false false false false false true false true NON-DISCRIMINATION POLICY SCHEDULE E, PART I, QUESTION 3 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 FACILIITES 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. FINANCIAL AID FROM A GOVERNMENTAL AGENCY SCHEDULE E, PART I, LINE 6A THE UNIVERSITY RECEIVES FEDERAL FINANCIAL ASSISTANCE FROM THE DEPARTMENT OF EDUCATION FOR VARIOUS STUDENT FINANCIAL AID PROGRAMS. Central America and the Caribbean Program Services SEE PART V 25714 East Asia and the Pacific Program Services SEE PART V 180539 Europe (Including Iceland and Greenland) Program Services SEE PART V 155509 Middle East and North Africa Program Services SEE PART V 5619 North America Program Services SEE PART V 42575 Russia and the Newly Independent States Program Services SEE PART V 16417 South America Program Services SEE PART V 20375 South Asia Program Services SEE PART V 12998 Sub-Saharan Africa Program Services SEE PART V 340 460086 460086 true false true true true false DESCRIPTION OF PROGRAM SERVICES SCHEDULE F, PART I, LINE 3, COL. F REGION - CENTRAL AMERICA/CARIBBEAN: FACULTY DEVELOPMENT 1,326 RESEARCH 15,818 STUDENT RECRUITMENT 4,750 INSTRUCTION 3,820 ------ TOTAL 25,714 REGION - EAST ASIA & THE PACIFIC FACULTY DEVELOPMENT 8,226 RESEARCH 139,776 STUDENT RECRUITMENT 22,675 INSTRUCTION 9,862 ------- TOTAL 180,539 REGION - EUROPE FACULTY DEVELOPMENT 47,555 RESEARCH 63,233 STUDENT RECRUITMENT 17,338 INSTRUCTION 27,383 ------- TOTAL 155,509 REGION - MIDDLE EAST AND NORTH AFRICA RESEARCH 5,619 REGION - NORTH AMERICA FACULTY DEVELOPMENT 24,221 RESEARCH 11,954 STUDENT RECRUITMENT 6,400 ------ TOTAL 42,575 REGION - RUSSIA/INDEPENDENT STATES RESEARCH 16,417 REGION - SOUTH AMERICA RESEARCH 2,495 STUDENT RECRUITMENT 15,779 FACULTY DEVELOPMENT 2,101 ------ TOTAL 20,375 REGION - SOUTH ASIA STUDENT RECRUITMENT 12,998 REGION - SUB-SAHARAN AFRICA FACULTY DEVELOPMENT 340 true UNDERGRADUATE SCHOLARSHIPS 2092 36601311 GRADUATE SCHOLARSHIPS 93 1701221 Schedule I, Part I, Line 2 Description of Organization's Procedures for Monitoring the Use of Grants THE STUDENT'S STANDING IS MONITORED BY THE OFFICE OF STUDENT FINANCIAL SERVICES TO ENSURE THAT THEY 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. X X X true true X X X X X false true false false false false false false false Dennis Ahlburg 460000 0 73600 0 2820 0 132000 0 1500 0 669920 0 0 0 Michael Fischer 238770 0 0 0 6920 0 40421 0 9563 0 295674 0 0 0 Charles White 202977 0 0 0 3858 0 20165 0 6324 0 233324 0 0 0 Phillip Cooley 122622 0 0 0 380742 0 12136 0 1262 0 516762 0 0 0 Gerald Pitts 84578 0 0 0 262614 0 7912 0 5460 0 360564 0 0 0 Mary Ann Tetreault 95487 0 0 0 247072 0 9234 0 3145 0 354938 0 0 0 Gordon Macalpine 79511 0 0 0 246882 0 7951 0 0 0 334344 0 0 0 John Howland 82230 0 0 0 212123 0 8198 0 0 0 302551 0 0 0 Supplemental Compensation Information Schedule J - Part I, Question 1a THE UNIVERSITY'S TRAVEL POLICY REQUIRES "COACH OR ECONOMY" AIRFARE; WHEN APPROPRIATE, HOWEVER, THE PRESIDENT WILL TRAVEL FIRST CLASS. MEMBERSHIP IN A CLUB IS PERMITTED FOR THE PRSIDENT FOR BUSINESS USE. AS A CONDITION OF EMPLOYMENT, THE UNIVERSITY PROVIDES HOUSING TO THE PRESIDENT AND CERTAIN VICE PRESIDENTS. THE APPROPRIATE AMOUNT IS INCLUDED IN COMPENSATION AND REPORTED ON FORM W-2. Supplemental Nonqualified Retirement Plan SCHEDULE J, PART I, QUESTION 4B TRINITY UNIVERSITY'S 457 PLAN IS OFFERED TO THE PRESIDENT AND VICE PRESIDENT LEVEL EMPLOYEES. ANNUAL CONTRIBUTIONS ARE LIMITED TO THE IRS MAXIMUM CONTRIBUTION AMOUNTS FOR EACH CALANDAR YEAR. DENNIS AHLBURG $107,000 MICHAEL FISCHER 17,000 MARK DETTERICK 17,000 -------- TOTAL $141,000 A CITY OF SAN ANTONIO TEXAS HIGHER ED FACILITIES CO 521351505 796247ba1 2011-06-29 20316444 REFUNDING AND CAPITAL EXPENDITURES false false false A 20000000 0 20316444 0 0 0 316168 0 0 0 20000276 0 1995 true false true true A false false false false 0.00000 0.00000 0.00000 false false false A false false false false false false 0 false 0 false true A true PHYLLIS BROWNING COMPANY TRUSTEE 69000 SEE PART V false BUSINESS TRANSACTION WITH TRUSTEE SCHEDULE L, PART IV, LINE 1 DONATED PROPERTY WAS SOLD UTILIZING PHYLLIS BROWNING COMPANY. PHYLLIS BROWNING, OWNER, WAS A CURRENT BOARD MEMBER AND EARNED A 6% COMMISSION IN THE AMOUNT OF $69,000. X 67791 SEE PART II X 105000 SEE PART II false true true WORKS OF ART SCHEDULE M, PART I, LINE 1, COL. D APPRAISED VALUE. REAL ESTATE SCHEDULE M, PART 1, LINE 15, COLUMN (D) SALE OF COMPARABLE PROPERTIES AND/OR INDEPENDENT APPRAISAL. Relationship between Board Members Form 990, Part VI, Question 2 IN MAY 2013, WALTER BROWN, JR. WAS ELECTED TO THE BOARD OF TRUSTEES. MR. BROWN HAS A FAMILY RELATIONSHIP WITH JOHN KORBELL, CHAIRMAN OF THE BOARD. REVIEW OF 990 FORM 990, PART VI, QUESTION 11B THE FINAL 990 AND 990-T WILL BE SUBMITTED TO THE AUDIT COMMITTEE FOR ACCEPTANCE. ONCE ACCEPTED, THE 990 WILL BE MADE ELECTRONICALLY AVAILABLE TO THE FULL BOARD. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, QUESTION 12C A CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO ALL BOARD MEMBERS ANNUALLY. THE UNIVERSITY'S INTERNAL AUDITOR MONITORS ENFORCEMENT OF THE POLICY AND REPORTS ON THE STATUS TO THE AUDIT COMMITTEE, BOARD, AND EXTERNAL AUDITORS. Offices & Positions for Which Process was Used, & Year Process was Begun Form 990, Part VI, Questions 15a & 15b ALL SALARIES AND WAGES, WITH THE EXCEPTION OF THE PRESIDENT'S, ARE RECOMMENDED BY THE DIVISION VICE PRESIDENTS AND APPROVED BY THE PRESIDENT. THE PRESIDENT'S COMPENSATION IS APPROVED BY THE BOARD 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. POSITIONS OTHER THAN THE PRESIDENT ARE CONTROLLED BY A SALARY INCREASE POLICY SET ANNUALLY AND APPROVED BY THE BOARD. Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public Form 990, Part VI, Question 19 THE UNIVERSITY'S FINANCIAL STATEMENT AUDIT AND FORM 990 ARE AVAILABLE ON THE UNIVERSITY'S WEBSITE AND ARE AVAILABLE IN HARD COPY FORM UPON REQUEST. Reconciliation of Net Assets Form 990, Part XI, Line 9 Other changes in net assets: Unrealized gain on investments held in trust by others $25,559,589 Loss in value of split interest agreements (2,573,142) ------------ Form 990, Part XI, Line 9 $22,986,447 GRETCHEN C NORTHRUP FOUNDATION ONE TRINITY PLACE SAN ANTONIO TX 78212 746294095 SUPPORT TX 501(C)(3) 11-TYPE 1 NA false ARSHAM CHARITABLE REMAINDER TRUST ONE TRINITY PLACE SAN ANTONIO TX 78212 742870133 SUPPORT TX NA TRUST ROBERT L COOK CHARITABLE REMAINDER UNITR ONE TRINITY PLACE SAN ANTONIO TX 78212 746405006 SUPPORT TX NA TRUST WHEETSEL CHARITABLE REMAINDER UNITRUST ONE TRINITY PLACE SAN ANTONIO TX 78212 742870135 SUPPORT TX NA TRUST POOLED INCOME FUND ONE TRINITY PLACE SAN ANTONIO TX 78212 746178316 SUPPORT TX NA TRUST true false true false false false false false false false false false false false false false false false GRETCHEN NORTHRUP FOUNDATION C 299713 SPENDING POLICY