2012-04-10T16:52:32-05:00 2011-05-31 ERNST & YOUNG US LLP PO BOX 2938 SAN ANTONIO TX 782992938 990 2010-06-01 741109633 Trinity University TRIN 2109997387 One Trinity Place San Antonio TX 782127200 MARK DETTERICK 2012-04-10 Stewart Goodson 2102289696 2010 2016-02-24 21:20:13Z Dennis Ahlburg One Trinity Place San Antonio TX 782127200 316720331 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. 29 29 2124 0 1117722 0 20597751 19861969 89071351 91394110 58537254 60595837 6385003 7359126 174591359 179211042 28172761 31272968 0 0 56287246 56892130 0 0 2575736 42667399 46174008 127127406 134339106 47463953 44871936 1105826067 1242876311 56867076 61686956 1048958991 1181189355 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 47111337 73208762 PROFESSIONAL EDUCATION: INSTRUCTION IN THE LIBERAL ARTS, SCIENCES, AND RELATED FIELDS. 31272968 31272968 PROFESSIONAL EDUCATION: SCHOLARSHIPS AND ALLOWANCES TO STUDENTS TO FURTHER THEIR EDUCATION. 28920782 18185348 PROFESSIONAL EDUCATION: STUDENT SUPPORT SERVICES INCLUDING RESIDENCE HALLS, FOOD SERVICE, BOOKSTORE, AND OTHER MISCELLANEOUS STUDENT SERVICES. 2139323 CONFERENCES 2577781 STUDENT FEES 713012 COPY & PRINTING 77596 ALL OTHER REVENUE 5507712 107305087 true true false false false false true false true true true false true true true true false true false true false false false true false false false true true false false false false false false false false true false false false false true true false false false true 3560 0 true 2124 true true true true CJ false false false true true true 1 false false false X 29 29 false false false false false false false true true false false true true true true true true true true false X X BRADLEY L MELTON 2109997301 ONE TRINITY PLACE San Antonio TX 78212 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 Charles T Sunderland 1.0 X 0 0 0 Lissa Walls Vahldiek 1.0 X 0 0 0 Michael Fischer 40.0 X 220970 0 31158 Charles White 40.0 X 193138 0 28793 Dennis Ahlburg 40.0 X 443255 0 84571 Mark Detterick 40.0 X 155530 0 15641 David Tuttle 40.0 X 133394 0 14559 Tracy Christenson 40.0 X 153105 0 15278 Phillip Cooley 40.0 X 214502 0 22227 Paul Kelleher 40.0 X 233172 0 37293 John McCusker 40.0 X 184062 0 25398 Mark Brodl 40.0 X 182506 0 20805 David MacPherson 40.0 X 228608 0 32336 Marc Raney 0.0 X 200101 0 11780 Craig McCoy 0.0 X 221528 0 11088 John Brazil 0.0 X 1032247 0 37611 3796118 0 388538 85 true true false Joeris General Contractors 1390 E Bitters Rd SAN ANTONIO TX 78216 Construction 7260249 Aramark Corporation One Trinity Place SAN ANTONIO TX 78212 Food Service 6053432 Browning Construction Co LTD 903 Basse Rd SAN ANTONIO TX 78212 Construction 3065927 Einhorn Yaffee Prescott PO BOX 617 ALBANY NY 12201 Architecture 1520748 Stanley Consultants 6836 Austin Center Blvd Ste 350 AUSTIN TX 78731 ENGINEERING SERVICES 1497509 62 3383782 16478187 1768402 19861969 TUITION AND FEES 611310 73208762 73208762 RESIDENCE HALLS 611310 11375087 11375087 FOOD SERVICE 611310 6718413 6718413 BOOKSTORE 611310 91848 91848 91394110 45582610 781262 44801348 0 2096 2096 135890 98205 37685 37685 37685 142154516 10263200 127250362 10154127 14904154 109073 15013227 15013227 15177 6595 8582 8582 0 0 CONFERENCES 611710 2139323 2139323 STUDENT FEES 611710 2577781 2577781 COPY AND PRINTING 611710 728002 713012 14990 1865657 77596 281689 1506372 7310763 179211042 96901822 1117722 61329529 0 31272968 31272968 0 0 2166423 606017 1136611 423795 0 44607947 36015827 7551093 1041027 3763011 2906498 686545 169968 3039266 2108914 802903 127449 3315483 2592987 626307 96189 0 341207 341207 277400 277400 0 0 2022345 2022345 5934695 5934695 0 10378969 4469895 5486331 422743 1798577 719431 1079146 0 12510103 10761193 1619680 129230 2912272 2356083 390854 165335 0 0 83447 18254 65193 0 8764971 7542325 1222646 1150022 1150022 134339106 107305087 24458283 2575736 114406037 129381450 18592094 18115416 4403575 4007096 21045222 22545111 452339 434868 1591896 1608791 302546525 158708987 124853421 143837538 393514111 445537284 116265186 136631512 310702186 340777245 1105826067 1242876311 11185294 16169032 4294231 3893911 32000000 32000000 6568930 6657843 2818621 2966170 56867076 61686956 X 464042797 477105243 54098030 136419344 530818164 567664768 1048958991 1181189355 1105826067 1242876311 X 44871936 87358428 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4153201 X X X false 521798735 5190690 95131164 7936694 22519151 2022345 589642399 471104135 8801778 68950797 8534962 14826908 3696105 521798735 559287541 4972211 -70272697 7199400 13930824 1752696 471104135 0.41000 0.38000 0.21000 false false 5397184 5397184 179084854 84243409 94841445 14698490 9910770 4787720 37294572 27146814 10147758 66071425 37407994 28663431 143837538 ALTERNATIVE INVESTMENTS 135904101 C OIL & GAS PROPERTIES 714608 C REAL ESTATE 12803 C 136631512 HELD IN TRUST BY OTHERS 340777245 340777245 0 ACTUARIAL LIABILITY FOR 2966170 2966170 179211042 134339106 44871936 61478921 25879507 87358428 132230364 234159554 61478921 30855656 92334577 141824977 2022345 35363720 37386065 179211042 101929190 104800 104800 101824390 2022345 30492371 32514716 134339106 Art and Rare Book 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, 2011, 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, 2008. RECONCILIATION CHANGE IN NET ASSETS SCHEDULE D, PART XI, LINE 8 GAINS ON FUNDS HELD IN TRUST 30,075,059 CHANGE IN SPLIT INTEREST TRUST ( 4,195,477) PFIC INCOME PER FORM 8621 ( 75) ------------- TOTAL TO LINE 8 25,879,507 RECONCILIATION OF REVENUE SCHEDULE D, PART XII, LINE 2d GAINS ON FUNDS HELD IN TRUST 30,075,059 EXCESS MSA CONTRIBUTIONS WRITTEN OFF 549,723 EVENT COORDINATOR FEES RECLASSED TO EXPENSE 230,874 ------------- TOTAL TO LINE 2D 30,855,656 RECONCILIATION OF REVENUE SCHEDULE D, PART XII, LINE 4B RENTAL EXPENSES ( 98,205) FUNDRAISING EXPENSES ( 6,595) SCHOLARSHIPS 31,272,968 CHANGE IN SPLIT INTEREST TRUST 4,195,477 PFIC INCOME FROM FORM 8621 75 ------------- TOTAL TO LINE 4B 35,363,720 RECONCILIATION OF EXPENSES SCHEDULE D, PART XIII, LINE 2D RENTAL EXPENSES 98,205 FUNDRAISING EXPENSES 6,595 ------------- TOTAL TO LINE 2D 104,800 RECONCILIATION OF EXPENSES SCHEDULE D, PART XIII, LINE 4B SCHOLARSHIPS 31,272,968 EXCESS MSA CONTRIBUTIONS WRITTEN OFF ( 549,723) EVENT COORDINATOR FEES RECLASSED TO EXPENSE ( 230,874) ------------- TOTAL TO LINE 4B 30,492,371 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 44148 East Asia and the Pacific 0 0 Program Services SEE PART V 61963 Europe (Including Iceland and Greenland) 0 0 Program Services SEE PART V 149385 Middle East and North Africa 0 0 Program Services SEE PART V 9046 North America 0 0 Program Services SEE PART V 55052 Russia and the Newly Independent States 0 0 Program Services SEE PART V 1100 South America 0 0 Program Services SEE PART V 41445 South Asia 0 0 Program Services SEE PART V 26235 0 0 0 0 388374 388374 true false true true true false DESCRIPTION OF PROGRAM SERVICES SCHEDULE F, PART I, LINE 3, COLUMN (E) REGION - CENTRAL AMERICA/CARIBBEAN: INSTRUCTION 2,145 RESEARCH 14,021 STUDENT SERVICES 27,982 ------- TOTAL 44,148 REGION - EAST ASIA AND THE PACIFIC: ACADEMIC SUPPORT 11,276 INSTITUTIONAL SUPPORT 2,326 INSTRUCTION 45,154 STUDENT SERVICES 3,207 ------- TOTAL 61,963 REGION - EUROPE: ACADEMIC SUPPORT 12,261 INSTITUTIONAL SUPPORT 338 INSTRUCTION 113,688 RESEARCH 10,936 STUDENT SERVICES 12,162 ------- TOTAL 149,385 REGION - MIDDLE EAST AND NORTH AFRICA: ACADEMIC SUPPORT 6,120 RESEARCH 2,926 ------- TOTAL 9,046 REGION - NORTH AMERICA: ACADEMIC SUPPORT 7,875 INSTITUTIONAL SUPPORT 2,331 INSTRUCTION 33,004 RESEARCH 600 STUDENT SERVICES 11,242 ------- TOTAL 55,052 REGION - RUSSIA/INDEPENDENT STATES: INSTRUCTION 1,100 ------- TOTAL 1,100 REGION - SOUTH AMERICA: ACADEMIC SUPPORT 9,611 INSTRUCTION 9,054 STUDENT SERVICES 22,780 ------- TOTAL 41,445 REGION - SOUTH ASIA: INSTRUCTION 9,627 STUDENT SERVICES 16,608 ------- TOTAL 26,235 SOCCER AUCTION 15177 15177 6595 0 15177 15177 6595 6595 8582 true UNDERGRADUATE SCHOLARSHIPS 1986 29571982 GRADUATE SCHOLARSHIPS 111 1700986 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 Trinity University Financial Aid Office to ensure that they remain in good standing and continue to meet any specific requirements of the scholarship or grant. X X X X true true X X X X X false true false false false false false false false Michael Fischer 215321 0 0 0 5649 0 21859 0 9299 0 252128 0 0 0 Marc Raney 184871 0 0 0 15230 0 7612 0 4168 0 211881 0 0 0 Craig McCoy 206260 0 0 0 15268 0 8608 0 2480 0 232616 0 0 0 Charles White 188814 0 0 0 4324 0 19457 0 9336 0 221931 0 0 0 Phillip Cooley 214502 0 0 0 0 0 21450 0 777 0 236729 0 0 0 Paul Kelleher 233172 0 0 0 0 0 20370 0 16923 0 270465 0 0 0 John McCusker 184062 0 0 0 0 0 18394 0 7004 0 209460 0 0 0 Dennis Ahlburg 436542 0 0 0 6713 0 64483 0 20088 0 527826 0 0 0 Mark Detterick 152140 0 0 0 3390 0 14333 0 1308 0 171171 0 0 0 Mark Brodl 182506 0 0 0 0 0 18159 0 2646 0 203311 0 0 0 David MacPherson 228608 0 0 0 0 0 22861 0 9475 0 260944 0 0 0 Tracy Christenson 143105 0 10000 0 0 0 14228 0 1050 0 168383 0 0 0 John Brazil 391779 0 0 0 640468 0 29391 0 8220 0 1069858 0 395385 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. The University reimburses the president and his spouse for their travel expenses. 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 6,875 John Brazil 9,625 Tracy Christenson 20,625 Mark Detterick 21,313 --------- Total 74,938 X 13 1768402 SEE PART II 0 false true true Use of third party to sell donated securities/stock SCHEDULE M, Line 32a We use brokers to sell securities/stock donated to the university. 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. 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 provide 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 GAIN ON FUNDS HELD IN TRUST $ 30,075,059 UNREALIZED GAIN ON INVESTMENTS $ 61,478,921 CHANGE IN SPLIT INTEREST TRUST ($ 4,195,477) PFIC INCOME FROM FORM 8621 ($ 75) -------------- TOTAL $ 87,358,428 GRETCHEN C NORTHRUP FOUNDATION ONE TRINITY PLACE SAN ANTONIO TX 78212 746294095 SUPPORT TX 501(c)(3) 11-TYPE 1 NA 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 WHETSEL 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 NORTHRUP FOUNDATION C 238409