TRINITY UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TRINITY UNIVERSITY (EIN 74-1109633)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-04-08
- IRS object ID
- 201310989349300706
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-04-08T10:25:43-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2938 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782992938 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109633 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trinity University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % BRADLEY L MELTON | InCareOfName |
| Name Control | TRIN | NameControl |
| Phone | 2109997387 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Trinity Place | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 782127200 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY LOGAN | Name |
| Title | VP FOR FINANCE & ADMIN | Title |
| Date Signed | 2013-04-04 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stewart Goodson | Name |
| Phone | 2102289696 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Dennis Ahlburg | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Trinity Place | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 782127200 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 500917557 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://www.trinity.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1869 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Trinity University is an independent co-educational university whose mission is excellence in the interrelated areas of teaching, RESEARCH, AND SERVICE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2117 | TotalNbrEmployees |
| Total Gross UBI | 667425 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -315069 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 19861969 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13214585 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 91394110 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 95735569 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 60595837 | InvestmentIncomePriorYear |
| Investment Income Current Year | 73379941 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 7359126 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8212933 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 179211042 | TotalRevenuePriorYear |
| Total Revenue Current Year | 190543028 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 31272968 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 34553866 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 56892130 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 62975853 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2251645 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 46174008 | OtherExpensePriorYear |
| Other Expenses Current Year | 50909707 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 134339106 | TotalExpensesPriorYear |
| Total Expenses Current Year | 148439426 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 44871936 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 42103602 | RevenuesLessExpensesCY |
| Total Assets BOY | 1242876311 | TotalAssetsBOY |
| Total Assets EOY | 1200388142 | TotalAssetsEOY |
| Total Liabilities BOY | 61686956 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 60002213 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1181189355 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1140385929 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TRINITY UNIVERSITY IS AN INDEPENDENT CO-EDUCATIONAL UNIVERSITY WHOSE MISSION IS EXCELLENCE IN THE INTERRELATED AREAS OF TEACHING, RESEARCH, AND SERVICE. TRINITY SEEKS TO PROVIDE BROAD AND INTENSIVE EDUCATIONAL OPPORTUNITIES PRIMARILY TO UNDERGRADUATES IN THE LIBERAL ARTS AND SCIENCES AND IN SELECTED PROFESSIONAL AND PRE-PROFESSIONAL FIELDS. IT ALSO OFFERS A SMALL NUMBER OF SELECTED HIGH QUALITY GRADUATE PROGRAMS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 102321369 | Expense |
| Grants | 34553866 | Grants |
| Revenue | 76832665 | Revenue |
| Description | PROFESSIONAL EDUCATION: INSTRUCTION IN THE LIBERAL ARTS, SCIENCES, AND RELATED FIELDS. SCHOLARSHIPS AND ALLOWANCES TO STUDENTS TO FURTHER THEIR EDUCATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17096795 | Expense |
| Revenue | 18902904 | Revenue |
| Description | PROFESSIONAL EDUCATION: STUDENT SUPPORT SERVICES INCLUDING RESIDENCE HALLS, FOOD SERVICE, BOOKSTORE, AND OTHER MISCELLANEOUS STUDENT SERVICES. | Description |
Activity Other ActivityOther (4 entries)
| RevenueRevenue | DescriptionDescription |
|---|---|
| 2118375 | CONFERENCES |
| 2216551 | STUDENT FEES |
| 690213 | COPY & PRINTING |
| 84603 | ALL OTHER REVENUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Rev | 5109742 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 119418164 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 3438 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2117 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BRADLEY L MELTON | NamePerson |
| Telephone Number | 2109997301 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TRINITY PLACE | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Sharon J Bell | ||||||||
| Honorary Vice Chair | 1.0 | X | X | 0 | 0 | 0 | ||
| Phyllis Browning | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Richard W Calvert | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Miles C Cortez | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| James F Dicke II | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Douglas D Hawthorne | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| George C Hixon | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Walter R Huntley Jr | ||||||||
| Chairman | 1.0 | X | X | 0 | 0 | 0 | ||
| John R Hurd | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| E Carey Joullian IV | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Rev Richard R Kannwischer | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Richard M Kleberg III | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Dr Katherine Wood Klinger | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| John C Korbell | ||||||||
| Vice Chair | 1.0 | X | X | 0 | 0 | 0 | ||
| Oliver T W Lee | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Gregory M Love | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Steven P Mach | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Robert S McClane | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Melody Boone Meyer | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Forrest E Miller | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Marshall B Miller Jr | ||||||||
| Secretary | 1.0 | X | X | 0 | 0 | 0 | ||
| Michael F Neidorff | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Barbara W Pierce | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Thomas R Semmes | ||||||||
| Treasurer | 1.0 | X | X | 0 | 0 | 0 | ||
| Dr Gurvinder Pal Singh | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Paul H Smith | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| L Herbert Stumberg Jr | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Lissa Walls Vahldiek | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Dennis Ahlburg | ||||||||
| President | 40.0 | X | 464129 | 0 | 156630 | |||
| Michael Fischer | ||||||||
| Vice President | 40.0 | X | 276609 | 0 | 81023 | |||
| Charles White | ||||||||
| Vice President | 40.0 | X | 197428 | 0 | 76327 | |||
| Rick Roberts | ||||||||
| Interim Vice President | 40.0 | X | 124947 | 0 | 12340 | |||
| Mark Detterick | ||||||||
| Vice President | 40.0 | X | 219305 | 0 | 77564 | |||
| Phillip Cooley | ||||||||
| Prassel Distinguished Prof | 40.0 | 221302 | 0 | 23251 | X | |||
| Gerald Pitts | ||||||||
| Caruth Distinguished Prof | 40.0 | 158593 | 0 | 27935 | X | |||
| Mary Ann Tetreault | ||||||||
| Cox Professorship | 40.0 | 137695 | 0 | 20636 | X | |||
| Gordon MacAlpine | ||||||||
| Zilker Distinguished Prof | 40.0 | 147970 | 0 | 18039 | X | |||
| John Howland | ||||||||
| Professor | 40.0 | 123492 | 0 | 12349 | X | |||
| Tracy Christeson | ||||||||
| Vice President | 40.0 | 198963 | 0 | 65179 | X | |||
| Craig McCoy | ||||||||
| Vice President | 0.0 | 114355 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2384788 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 571273 | TotalOtherCompensation |
| Number Individuals GT100 K | 114 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Joeris General Contractors | |||||
| 1390 E Bitters Rd | SAN ANTONIO | TX | 78216 | Construction | 15987037 |
| David E Harvey Builders Inc | |||||
| 218 E Ramsey | SAN ANTONIO | TX | 78216 | Construction | 11412924 |
| Aramark Corporation | |||||
| One Trinity Place | SAN ANTONIO | TX | 78212 | Food Service | 6263023 |
| Einhorn Yaffee Prescott | |||||
| PO Box 617 | ALBANY | NY | 12201 | Architecture | 5162906 |
| Malitz Construction Inc | |||||
| 8634 Crownhill Blvd | SAN ANTONIO | TX | 78209 | Construction | 3096189 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 62 | NumberOfContractorsGT100K |
| Government Grants | 3677931 | GovernmentGrants |
| All Other Contributions | 9536654 | AllOtherContributions |
| Noncash Contributions | 2983012 | NoncashContributions |
| Total Contributions | 13214585 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611310 | 76832665 | 76832665 |
| RESIDENCE HALLS | 611310 | 11657449 | 11657449 |
| FOOD SERVICE | 611310 | 7131897 | 7131897 |
| BOOKSTORE | 611310 | 113558 | 113558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 95735569 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37633189 | TotalRevenueColumn |
| Unrelated Business Revenue | 225133 | UnrelatedBusinessRevenue |
| Exclusion | $37,408,056 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1963 | TotalRevenueColumn |
| Unrelated Business Revenue | 1963 | UnrelatedBusinessRevenue |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 115939 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 111819 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4120 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4120 | TotalRevenueColumn |
| Unrelated Business Revenue | 4120 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 305756851 | Securities |
| Other | 40247859 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 275306806 | Securities |
| Other | 34951152 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 30450045 | Securities |
| Other | 5296707 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35746752 | TotalRevenueColumn |
| Exclusion | $35,746,752 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 10280 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 4752 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5528 | TotalRevenueColumn |
| Exclusion | $5,528 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| CONFERENCES | 611710 | 2118375 | 2118375 | |
| STUDENT FEES | 611710 | 2216551 | 2216551 | |
| COPY AND PRINTING | 611710 | 700245 | 690213 | 10032 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3166151 | TotalRevenueColumn |
| Related Or Exempt Function Income | 84603 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 426177 | UnrelatedBusinessRevenue |
| Exclusion | $2,655,371 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8201322 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 190543028 | TotalRevenueColumn |
| Related Or Exempt Function Income | 100845311 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 667425 | UnrelatedBusinessRevenue |
| Exclusion | $75,815,707 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34553866 | Total |
| Program Services | 34553866 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1439985 | Total |
| Program Services | 449382 | ProgramServices |
| Management And General | 909297 | ManagementAndGeneral |
| Fundraising | 81306 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50356646 | Total |
| Program Services | 37631098 | ProgramServices |
| Management And General | 11469713 | ManagementAndGeneral |
| Fundraising | 1255835 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3948017 | Total |
| Program Services | 3106517 | ProgramServices |
| Management And General | 732870 | ManagementAndGeneral |
| Fundraising | 108630 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3743008 | Total |
| Program Services | 2737456 | ProgramServices |
| Management And General | 933261 | ManagementAndGeneral |
| Fundraising | 72291 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3488197 | Total |
| Program Services | 2561858 | ProgramServices |
| Management And General | 834332 | ManagementAndGeneral |
| Fundraising | 92007 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 657849 | Total |
| Management And General | 657849 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263193 | Total |
| Management And General | 263193 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1828603 | Total |
| Management And General | 1828603 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6166666 | Total |
| Program Services | 6166666 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11348036 | Total |
| Program Services | 8219041 | ProgramServices |
| Management And General | 2701605 | ManagementAndGeneral |
| Fundraising | 427390 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2862347 | Total |
| Program Services | 1144939 | ProgramServices |
| Management And General | 1717408 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14314677 | Total |
| Program Services | 12543241 | ProgramServices |
| Management And General | 1624900 | ManagementAndGeneral |
| Fundraising | 146536 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3082460 | Total |
| Program Services | 2742675 | ProgramServices |
| Management And General | 272135 | ManagementAndGeneral |
| Fundraising | 67650 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 960994 | Total |
| Program Services | 210217 | ProgramServices |
| Management And General | 750777 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8385834 | Total |
| Program Services | 7351208 | ProgramServices |
| Management And General | 1034626 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1039048 | Total |
| Management And General | 1039048 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148439426 | Total |
| Program Services | 119418164 | ProgramServices |
| Management And General | 26769617 | ManagementAndGeneral |
| Fundraising | 2251645 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129381450 | BOY |
| EOY | 122467042 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18115416 | BOY |
| EOY | 13090902 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4007096 | BOY |
| EOY | 5523222 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22545111 | BOY |
| EOY | 23350375 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 434868 | BOY |
| EOY | 461355 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1608791 | BOY |
| EOY | 2318286 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 336881004 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 158056698 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143837538 | BOY |
| EOY | 178824306 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 445537284 | BOY |
| EOY | 408547793 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136631512 | BOY |
| EOY | 122652856 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340777245 | BOY |
| EOY | 323152005 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1242876311 | BOY |
| EOY | 1200388142 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16169032 | BOY |
| EOY | 15731333 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3893911 | BOY |
| EOY | 3193423 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32000000 | BOY |
| EOY | 32035000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6657843 | BOY |
| EOY | 6567326 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2966170 | BOY |
| EOY | 2475131 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61686956 | BOY |
| EOY | 60002213 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 477105243 | BOY |
| EOY | 480008147 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136419344 | BOY |
| EOY | 112196055 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 567664768 | BOY |
| EOY | 548181727 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1181189355 | BOY |
| EOY | 1140385929 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1242876311 | BOY |
| EOY | 1200388142 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 42103602 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -82907028 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 4168000 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 589642399 | BeginningOfYearBalance |
| Contributions | -378877 | Contributions |
| Investment Earnings Or Losses | -11216539 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7831358 | GrantsOrScholarships |
| Other Expenditures | 23019053 | OtherExpenditures |
| Administrative Expenses | 1754017 | AdministrativeExpenses |
| End Of Year Balance | 545442555 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 521798735 | BeginningOfYearBalance |
| Contributions | 5190690 | Contributions |
| Investment Earnings Or Losses | 95131164 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7936694 | GrantsOrScholarships |
| Other Expenditures | 22519151 | OtherExpenditures |
| Administrative Expenses | 2022345 | AdministrativeExpenses |
| End Of Year Balance | 589642399 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 471104135 | BeginningOfYearBalance |
| Contributions | 8801778 | Contributions |
| Investment Earnings Or Losses | 68950797 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 8534962 | GrantsOrScholarships |
| Other Expenditures | 14826908 | OtherExpenditures |
| Administrative Expenses | 3696105 | AdministrativeExpenses |
| End Of Year Balance | 521798735 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 559287541 | BeginningOfYearBalance |
| Contributions | 4972211 | Contributions |
| Investment Earnings Or Losses | -70272697 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7199400 | GrantsOrScholarships |
| Other Expenditures | 13930824 | OtherExpenditures |
| Administrative Expenses | 1752696 | AdministrativeExpenses |
| End Of Year Balance | 471104135 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.40000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.42000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.18000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5397184 | OtherCostOrOtherBasis |
| Book Value | 5397184 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 210846653 | OtherCostOrOtherBasis |
| Depreciation | 83085007 | Depreciation |
| Book Value | 127761646 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26424366 | OtherCostOrOtherBasis |
| Depreciation | 10331210 | Depreciation |
| Book Value | 16093156 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 35705355 | OtherCostOrOtherBasis |
| Depreciation | 26206031 | Depreciation |
| Book Value | 9499324 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 58507446 | OtherCostOrOtherBasis |
| Depreciation | 38434450 | Depreciation |
| Book Value | 20072996 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 178824306 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ALTERNATIVE INVESTMENTS | 121938248 | C |
| OIL & GAS PROPERTIES | 714608 | C |
| REAL ESTATE | 0 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 122652856 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| HELD IN TRUST BY OTHERS | 321899202 |
| REAL ESTATE | 1252803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 323152005 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACTUARIAL LIABILITY FOR | Description |
| Amount | $2,475,131 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2475131 | TotalOfAmounts |
| Total Revenue | 190543028 | TotalRevenue |
| Total Expenses | 148439426 | TotalExpenses |
| Excess Or Deficit For Year | 42103602 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -64554937 | NetUnrealizedGLOnInvestments |
| Other | -$18,352,091 | OtherAmount |
| Total Adjustments | -82907028 | TotalAdjustments |
| Excess Or Deficit Per FS | -40803426 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 71761494 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -64554937 | NetUnrealizedGainsInvestments |
| Other Revenues | -18486651 | OtherRevenues |
| Revenue Not Rptd F990 | -83041588 | RevenueNotRptdF990 |
| Revenue Subtotal | 154803082 | RevenueSubtotal |
| Investment Expenses Not Included | 1828603 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 33911343 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 35739946 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 190543028 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 112564920 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 116571 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 116571 | ExpensesNotRptdF990 |
| Expenses Subtotal | 112448349 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1828603 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 34162474 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 35991077 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 148439426 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Art and Rare Books Collections | Schedule D, Part III, Line 4 | The majority of our art collection is displayed around campus on the grounds as well as in various buildings for public display. Our rare book collections are maintained in the Rare Book Room oF our Library and are available for scholarly research and are also preserved for future generations. |
| 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, 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 MERTIS, TO BE SUSTAINED UPON EXAMINATION BY THE IRS OR TREASURY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY AND HAS CONCLUDED THAT AS OF MAY 31, 2012, 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, 2009. |
| RECONCILIATION CHANGE IN NET ASSETS | SCHEDULE D, PART XI, LINE 8 | LOSS ON FUNDS HELD IN TRUST (18,878,043) CHANGE IN SPLIT INTEREST TRUST 525,963 PFIC INCOME PER 8621 ( 11) ------------ TOTAL TO LINE 8 (18,352,091) |
| RECONCILIATION OF REVENUE | SCHEDULE D, PART XII, LINE 2D | LOSS ON FUNDS HELD IN TRUST (18,878,043) EXCESS MSA CONTRIBUTIONS WRITTEN OFF 136,645 EVENT COORDINATOR FEES RECLASSED TO EXPENSE 254,747 ------------- TOTAL TO LINE 2D (18,486,651) |
| RECONCILIATION OF REVENUE | SCHEDULE D, PART XII, LINE 4B | RENTAL EXPENSES ( 111,819) FUNDRAISING EXPENSES ( 4,752) SCHOLARSHIPS 34,553,866 CHANGE IN SPLIT INTEREST TRUST ( 525,963) PFIC INCOME FROM FORM 8621 11 ------------- TOTAL TO LINE 4B 33,911,343 |
| RECONCILIATION OF EXPENSES | SCHEDULE D, PART XIII, LINE 2D | RENTAL EXPENSES 111,819 FUNDRAISING EXPENSES 4,752 ------------- TOTAL TO LINE 2D 116,571 |
| RECONCILIATION OF EXPENSES | SCHEDULE D, PART XIII, LINE 4B | SCHOLARSHIPS 34,553,866 EXCESS MSA CONTRIBUTIONS WRITTEN OFF ( 136,645) EVENT COORDINATOR FEES RECLASSED TO EXPENSE ( 254,747) ------------- TOTAL TO LINE 4B 34,162,474 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE E, LINE 3 | Within published requirements for admission, Trinity University does not and will not discriminate in admission of students to study at the university, enrollment in classes, housing, or use of facilities in the academic program 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. INSTRUCTION REF. 4.03, SECTION 2(B). OUR ADMISSION POLICY IS IN THE COURSES OF STUDY CATALOG AVAILABLE IN THE OFFICE OF THE REGISTRAR; IT IS POSTED ON THE UNIVERSITY'S WEBSITE UNDER THE ACADEMIC DEPARTMENT - ADMISSIONS; AND POSTED IN THE STUDENT HANDBOOK. |
| SCHEDULE E, LINE 6A | STUDENT FINANCIAL AID |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | SEE PART V | 53141 |
| East Asia and the Pacific | 0 | 0 | Program Services | SEE PART V | 111634 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | SEE PART V | 203674 |
| Middle East and North Africa | 0 | 0 | Program Services | SEE PART V | 12930 |
| North America | 0 | 0 | Program Services | SEE PART V | 82001 |
| South America | 0 | 0 | Program Services | SEE PART V | 27404 |
| South Asia | 0 | 0 | Program Services | SEE PART V | 47685 |
| Sub-Saharan Africa | 0 | 0 | Program Services | SEE PART V | 11492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 549961 | SubtotalAmountSpent |
| Total Amount Spent | 549961 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF PROGRAM SERVICES | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 3, COLUMN (E) | ReturnReference |
| Explanation | REGION - CENTRAL AMERICA/CARIBBEAN: INSTRUCTION 26,313 STUDENT SERVICES 26,828 ------- TOTAL 53,141 REGION - EAST ASIA AND THE PACIFIC: ACADEMIC SUPPORT 3,000 INSTRUCTION 31,973 RESEARCH 11,161 STUDENT SERVICES 54,800 INSTITUTIONAL SUPPORT 10,700 ------- TOTAL 111,634 REGION - EUROPE: ACADEMIC SUPPORT 10,000 INSTRUCTION 105,007 RESEARCH 2,551 STUDENT SERVICES 69,080 INSTITUTIONAL SUPPORT 17,036 ------- TOTAL 203,674 REGION - MIDDLE EAST AND NORTH AFRICA: ACADEMIC SUPPORT 5,000 INSTRUCTION 5,358 STUDENT SERVICES 2,340 INSTITUTIONAL SUPPORT 232 ------- TOTAL 12,930 REGION - NORTH AMERICA: ACADEMIC SUPPORT 11,004 INSTRUCTION 44,408 RESEARCH 3,754 STUDENT SERVICES 14,248 INSTITUTIONAL SUPPORT 8,587 ------- TOTAL 82,001 REGION - SOUTH AMERICA: INSTRUCTION 4,225 STUDENT SERVICES 13,895 INSTITUTIONAL SUPPORT 9,284 ------- TOTAL 27,404 REGION - SOUTH ASIA: INSTRUCTION 21,350 RESEARCH 17,043 INSTITUTIONAL SUPPORT 9,292 ------- TOTAL 47,685 REGION - SUB-SAHARAN AFRICA: INSTRUCTION 4,537 RESEARCH 6,955 ------- TOTAL: 11,492 | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| UNDERGRADUATE SCHOLARSHIPS | 2041 | 32941015 |
| GRADUATE SCHOLARSHIPS | 85 | 1612851 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule I, Part 1, Line 2 | Identifier |
| Return Reference | Description of Organization's Procedures for Monitoring the Use of Grants | ReturnReference |
| Explanation | The student's standing is monitored to ensure that they remain in good standing and continue to meet any specific requirements of the scholarship or grant. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dennis Ahlburg | |||||||||||||
| 457500 | 0 | 0 | 0 | 6629 | 0 | 114500 | 0 | 42130 | 0 | 620759 | 0 | 0 | 0 |
| Michael Fischer | |||||||||||||
| 227745 | 0 | 45000 | 0 | 3864 | 0 | 23260 | 0 | 57763 | 0 | 357632 | 0 | 0 | 0 |
| Charles White | |||||||||||||
| 193732 | 0 | 0 | 0 | 3696 | 0 | 19806 | 0 | 56521 | 0 | 273755 | 0 | 0 | 0 |
| Mark Detterick | |||||||||||||
| 215093 | 0 | 0 | 0 | 4212 | 0 | 22000 | 0 | 55564 | 0 | 296869 | 0 | 0 | 0 |
| Tracy Christeson | |||||||||||||
| 142405 | 0 | 0 | 0 | 56558 | 0 | 14236 | 0 | 50943 | 0 | 264142 | 0 | 0 | 0 |
| Phillip Cooley | |||||||||||||
| 221302 | 0 | 0 | 0 | 0 | 0 | 22128 | 0 | 1123 | 0 | 244553 | 0 | 0 | 0 |
| Gerald Pitts | |||||||||||||
| 158593 | 0 | 0 | 0 | 0 | 0 | 15664 | 0 | 12271 | 0 | 186528 | 0 | 0 | 0 |
| Mary Ann Tetreault | |||||||||||||
| 137695 | 0 | 0 | 0 | 0 | 0 | 13667 | 0 | 6969 | 0 | 158331 | 0 | 0 | 0 |
| Gordon MacAlpine | |||||||||||||
| 147970 | 0 | 0 | 0 | 0 | 0 | 14381 | 0 | 3658 | 0 | 166009 | 0 | 0 | 0 |
| Craig McCoy | |||||||||||||
| 114355 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 114355 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 president for business use. As a condition of employment, the University provides housing to the president, vice presidents, and dean of students. 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 only to be offered to the President and Vice President level employees. The plan is limited to the IRS maximums for each calendar year. The employee will enroll through the Human Resources office. Dennis Ahlburg $16,500 Michael Fischer $16,500 Mark Detterick $16,500 --------- Total $49,500 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF SAN ANTONIO TEXAS EDUCATION FACILITIES CO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521351505 | IssuerEIN |
| CUSIP Number | 796247BA1 | CUSIPNumber |
| Date Issued | 2011-06-29 | DateIssued |
| Issue Price | 20316444 | IssuePrice |
| Description Of Purpose | See Part VI | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 20000000 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 20316444 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 316168 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 0 | CapitalExpenditures |
| Other Spent Proceeds | 20000276 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 1995 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Purpose - Schedule K, Part I, Line A, Column (f) | Identifier |
| Return Reference | 0 | ReturnReference |
| Explanation | Refund prior issued bonds dated 06/06/2002, which refunded the 1993 bonds. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 127830 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1020182 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1835000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD OF DETERMINING REVENUES | SCHEDULE M, PART I, LINE 9, COLUMN (D) | THE FOLLOWING METHOD WAS USED: COST OR SELLING PRICE OF THE DONATED PROPERTY. |
| METHOD OF DETERMINING REVENUES | SCHEDULE M, PART 1, LINE 15, COLUMN (D) | THE FOLLOWING METHOD WAS USED: SALE OF COMPARABLE PROPERTIES. |
| Use of third party to sell donated securities/stock | Schedule M, Line 32B | The organization uses brokers to sell securities/stock donated to the university. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Describe the Process used by Management &/or Governing Body to Review 990 | Form 990, Part VI, Question 11b | The final 990 will be submitted to the audit committee for acceptance and approval. 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 | The University's Internal Auditor monitors enforcement of the policy and reports on status to our 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 pay, with the exception of the president's, are recommended by the division vice presidents or president and approved by the president. The president's compensation is approved by the board based upon a recommendation of the compensation committee, which is made up of select board members. The committee uses comparability information provided by an external independent consultant employed by the board to assist them in determining the level of compensation. Positions other than the president are controlled by a salary increase policy set yearly and approved by the board. |
| Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public | Form 990, Part VI, Question 19 | They are available on the University's webpage. |
| Other Changes in Net Assets or Fund Balances | Form 990, Part XI, Line 5 | LOSS ON FUNDS HELD IN TRUST ($ 18,878,043) UNREALIZED GAIN ON INVESTMENTS ($ 64,554,937) CHANGE IN SPLIT INTEREST TRUST $ 525,963 PFIC INCOME FROM FORM 8621 ($ 11) -------------- TOTAL ($ 82,907,028) |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Craig McCoy TITLE:Vice President HOURS: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRETCHEN C NORTHRUP FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TRINITY PLACE | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746294095 | EIN |
| Primary Activities | SUPPORT | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 11-TYPE 1 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| 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 |
| TEXAS NATURAL RESOURCES FOUNDATION | ||||||||
| ONE TRINITY PLACE | SAN ANTONIO | TX | 78212 | 741482288 | SUPPORT | TX | NA | C CORP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRETCHEN C NORTHRUP FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 217388 | AmountInvolved |
| Method Of Amt Determination | SPENDING POLICY | MethodOfAmtDetermination |
Comments