2013-04-08T10:25:43-05:00 2012-05-31 ERNST & YOUNG US LLP PO BOX 2938 SAN ANTONIO TX 782992938 990 2011-06-01 741109633 Trinity University % BRADLEY L MELTON TRIN 2109997387 One Trinity Place San Antonio TX 782127200 GARY LOGAN 2013-04-04 true Stewart Goodson 2102289696 2011 2016-02-25 16:41:14Z Dennis Ahlburg One Trinity Place San Antonio TX 782127200 500917557 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. 28 28 2117 667425 -315069 19861969 13214585 91394110 95735569 60595837 73379941 7359126 8212933 179211042 190543028 31272968 34553866 0 0 56892130 62975853 0 0 2251645 46174008 50909707 134339106 148439426 44871936 42103602 1242876311 1200388142 61686956 60002213 1181189355 1140385929 X 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. false false 102321369 34553866 76832665 PROFESSIONAL EDUCATION: INSTRUCTION IN THE LIBERAL ARTS, SCIENCES, AND RELATED FIELDS. SCHOLARSHIPS AND ALLOWANCES TO STUDENTS TO FURTHER THEIR EDUCATION. 17096795 18902904 PROFESSIONAL EDUCATION: STUDENT SUPPORT SERVICES INCLUDING RESIDENCE HALLS, FOOD SERVICE, BOOKSTORE, AND OTHER MISCELLANEOUS STUDENT SERVICES. 2118375 CONFERENCES 2216551 STUDENT FEES 690213 COPY & PRINTING 84603 ALL OTHER REVENUE 5109742 119418164 true true 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 false true false false false false true true false false false true 3438 0 true 2117 true true true false false false false true true true 1 false false false X 28 28 false false false false false false false true true false false true true true true true true true false false X X BRADLEY L MELTON 2109997301 ONE TRINITY PLACE San Antonio TX 78212 X Sharon J Bell 1.0 X X 0 0 0 Phyllis Browning 1.0 X 0 0 0 Richard W Calvert 1.0 X 0 0 0 Miles C Cortez 1.0 X 0 0 0 James F Dicke II 1.0 X 0 0 0 Douglas D Hawthorne 1.0 X 0 0 0 George C Hixon 1.0 X 0 0 0 Walter R Huntley Jr 1.0 X X 0 0 0 John R Hurd 1.0 X 0 0 0 E Carey Joullian IV 1.0 X 0 0 0 Rev Richard R Kannwischer 1.0 X 0 0 0 Richard M Kleberg III 1.0 X 0 0 0 Dr Katherine Wood Klinger 1.0 X 0 0 0 John C Korbell 1.0 X X 0 0 0 Oliver T W Lee 1.0 X 0 0 0 Gregory M Love 1.0 X 0 0 0 Steven P Mach 1.0 X 0 0 0 Robert S McClane 1.0 X 0 0 0 Melody Boone Meyer 1.0 X 0 0 0 Forrest E Miller 1.0 X 0 0 0 Marshall B Miller Jr 1.0 X X 0 0 0 Michael F Neidorff 1.0 X 0 0 0 Barbara W Pierce 1.0 X 0 0 0 Thomas R Semmes 1.0 X X 0 0 0 Dr Gurvinder Pal Singh 1.0 X 0 0 0 Paul H Smith 1.0 X 0 0 0 L Herbert Stumberg Jr 1.0 X 0 0 0 Lissa Walls Vahldiek 1.0 X 0 0 0 Dennis Ahlburg 40.0 X 464129 0 156630 Michael Fischer 40.0 X 276609 0 81023 Charles White 40.0 X 197428 0 76327 Rick Roberts 40.0 X 124947 0 12340 Mark Detterick 40.0 X 219305 0 77564 Phillip Cooley 40.0 X 221302 0 23251 Gerald Pitts 40.0 X 158593 0 27935 Mary Ann Tetreault 40.0 X 137695 0 20636 Gordon MacAlpine 40.0 X 147970 0 18039 John Howland 40.0 X 123492 0 12349 Tracy Christeson 40.0 X 198963 0 65179 Craig McCoy 0.0 X 114355 0 0 2384788 0 571273 114 true true false 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 62 3677931 9536654 2983012 13214585 TUITION AND FEES 611310 76832665 76832665 RESIDENCE HALLS 611310 11657449 11657449 FOOD SERVICE 611310 7131897 7131897 BOOKSTORE 611310 113558 113558 95735569 37633189 225133 37408056 0 1963 1963 115939 111819 4120 4120 4120 305756851 40247859 275306806 34951152 30450045 5296707 35746752 35746752 10280 4752 5528 5528 0 0 CONFERENCES 611710 2118375 2118375 STUDENT FEES 611710 2216551 2216551 COPY AND PRINTING 611710 700245 690213 10032 3166151 84603 426177 2655371 8201322 190543028 100845311 667425 75815707 0 34553866 34553866 0 0 1439985 449382 909297 81306 0 50356646 37631098 11469713 1255835 3948017 3106517 732870 108630 3743008 2737456 933261 72291 3488197 2561858 834332 92007 0 657849 657849 263193 263193 0 0 1828603 1828603 6166666 6166666 0 11348036 8219041 2701605 427390 2862347 1144939 1717408 0 14314677 12543241 1624900 146536 3082460 2742675 272135 67650 0 0 960994 210217 750777 0 8385834 7351208 1034626 1039048 1039048 148439426 119418164 26769617 2251645 0 0 129381450 122467042 18115416 13090902 4007096 5523222 0 0 0 0 22545111 23350375 434868 461355 1608791 2318286 336881004 158056698 143837538 178824306 445537284 408547793 136631512 122652856 0 0 0 0 340777245 323152005 1242876311 1200388142 16169032 15731333 0 0 3893911 3193423 32000000 32035000 0 0 0 0 0 0 6657843 6567326 2966170 2475131 61686956 60002213 X 477105243 480008147 136419344 112196055 567664768 548181727 1181189355 1140385929 1242876311 1200388142 X 42103602 -82907028 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4168000 X X X false 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 0.42000 0.18000 false false 5397184 5397184 210846653 83085007 127761646 26424366 10331210 16093156 35705355 26206031 9499324 58507446 38434450 20072996 178824306 ALTERNATIVE INVESTMENTS 121938248 C OIL & GAS PROPERTIES 714608 C REAL ESTATE 0 C 122652856 HELD IN TRUST BY OTHERS 321899202 REAL ESTATE 1252803 323152005 0 ACTUARIAL LIABILITY FOR 2475131 2475131 190543028 148439426 42103602 -64554937 -18352091 -82907028 -40803426 71761494 -64554937 -18486651 -83041588 154803082 1828603 33911343 35739946 190543028 112564920 116571 116571 112448349 1828603 34162474 35991077 148439426 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 true true true true true true true false false false false false false false false true false true 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 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 0 0 0 0 549961 549961 true false true true true false DESCRIPTION OF PROGRAM SERVICES SCHEDULE F, PART I, LINE 3, COLUMN (E) 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 true UNDERGRADUATE SCHOLARSHIPS 2041 32941015 GRADUATE SCHOLARSHIPS 85 1612851 Schedule I, Part 1, Line 2 Description of Organization's Procedures for Monitoring the Use of Grants 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. X X X true true X X X X X false true false false false false false false false 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 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 CITY OF SAN ANTONIO TEXAS EDUCATION FACILITIES CO 521351505 796247BA1 2011-06-29 20316444 See Part VI false false false 20000000 0 20316444 0 0 0 316168 0 0 0 20000276 0 1995 true false true true 0.00000 0.00000 0.00000 false false false 0 false 0 false false X Description of Purpose - Schedule K, Part I, Line A, Column (f) 0 Refund prior issued bonds dated 06/06/2002, which refunded the 1993 bonds. X 127830 APPRAISAL X 13 1020182 SEE PART II X 2 1835000 SEE PART II 2 false true true 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. 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: 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 TEXAS NATURAL RESOURCES FOUNDATION ONE TRINITY PLACE SAN ANTONIO TX 78212 741482288 SUPPORT TX NA C CORP true false true false false false false false false false false false false false false false false false GRETCHEN C NORTHRUP FOUNDATION C 217388 SPENDING POLICY