TRINITY UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TRINITY UNIVERSITY (EIN 74-1109633)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-04-15
- IRS object ID
- 202421069349301222
- Schema version
- 2022v5.0
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-15T11:58:30+00:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5810 TENNYSON PARKWAY Suite 450 | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750244112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trinity University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRIN | BusinessNameControlTxt |
| Phone | 2109998065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Trinity Pl | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary L Logan | PersonNm |
| Person Title | VP Finance and Administration | PersonTitleTxt |
| Signature | 2024-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Gary | PersonFirstNm |
| Person Last | Logan | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrew J Gray | PreparerPersonNm |
| PTIN | P01517705 | PTIN |
| Phone | 2147775200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANESSA B BEASLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Trinity Pl | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $407,369,811 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.trinity.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1869 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TRINITY UNIVERSITY IS AN INDEPENDENT CO-EDUCATIONAL UNIVERSITY WHOSE MISSION IS EXCELLENCE IN THE INTERRELATED AREAS OF TEACHING, RESEARCH AND SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 2177 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | -$1,682,990 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $42,699,136 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,993,776 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $147,356,109 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $156,272,877 | CYProgramServiceRevenueAmt |
| PY Investment Income | $101,780,495 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,058,308 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,651,885 | PYOtherRevenueAmt |
| CY Other Revenue | $20,846,478 | CYOtherRevenueAmt |
| PY Total Revenue | $314,487,625 | PYTotalRevenueAmt |
| CY Total Revenue | $230,171,439 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $72,414,637 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $74,750,507 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $80,702,315 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $89,281,379 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,327,109 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $82,231,846 | PYOtherExpensesAmt |
| CY Other Expenses | $82,836,683 | CYOtherExpensesAmt |
| PY Total Expenses | $235,348,798 | PYTotalExpensesAmt |
| CY Total Expenses | $246,868,569 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $79,138,827 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$16,697,130 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,152,998,026 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,113,060,060 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $215,388,208 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $213,811,675 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,937,609,818 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,899,248,385 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TRINITY UNIVERSITY IS AN INDEPENDENT CO-EDUCATIONAL UNIVERSITY WHOSE MISSION IS EXCELLENCE IN THE INTERRELATED AREAS OF TEACHING, RESEARCH AND SERVICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $202,431,208 | ExpenseAmt |
| Grant | $74,750,507 | GrantAmt |
| Revenue | $158,488,858 | RevenueAmt |
| Desc | Trinity University, one of the nation's top private undergraduate institutions, is known for its superior academic quality, personalized attention with outstanding faculty, exceptional resources, real-world preparation, and vibrant campus life. Trinity is a community that encourages students to discover, grow, and become passionate, productive individuals. The University's principal focus is on undergraduate education, but it also offers selected graduate programs in professional fields. In addition, the University provides various research and other sponsored projects as well as public service programs of continuing education, intellectual enlightenment, and cultural enrichment. The University attracts talented and highly motivated students to its predominantly full-time, residential student body. Enrollment was 2,608 annual students for FY23 which represents the full-time equivalent of undergraduate and graduate students; 5% of these students come from outside the United States and 76% are from within Texas. The University received 11,463 first-year undergraduate applications for fall 2022 with an acceptance rate of 31%. The University's yield was 19%, generating enrollment of 655 first-year students. Underrepresented students comprised 49.1% of the class, including 6% foreign students. Student charges (net tuition, fees, room and board) were $81 million. Total scholarships and grants were $74.8 million. The source of funding for these scholarships includes operating funds, endowment funds and external grants and contribution revenue. Scholarship and student aid expenses continue to grow, reflecting the University's commitment to providing access to a broad spectrum of students and increased market competition in recent years. Although student tuition continues to increase, net student revenues are growing at a significantly slower pace in recent years due to the increased number of students receiving financial aid and the increase in the average aid package per student. Trinity University completed another strong year in pursuit of its mission to educate and mold the leaders of the future in a residential liberal arts environment. The University is well positioned to complete its robust strategic vision of defining the liberal arts experience for the 21st century. | Desc |
| Total Program Service Expenses | $202,431,208 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3245 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2177 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (true) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yvonne Cortez | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2109997303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Trinity Pl | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Erin Baker | ||||||||||
| TREASURER | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Melody Meyer | ||||||||||
| CHAIR | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Steven Mach | ||||||||||
| SECRETARY | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Ted Beneski | ||||||||||
| VICE-CHAIR | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Annell Bay | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| April Ancira | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher Kinsey | ||||||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Cydney Donnell | ||||||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Darsh Singh | ||||||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Douglas D Hawthorne | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Shari Becker Albright | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| E Carey Joullian IV | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gen James T Hill | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Janet St Clair Dicke | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey Mueller | ||||||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jelynne L Jamison | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jessica Thorne | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| John C Korbell | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Katherine Klinger | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| L Herbert Stumberg Jr | ||||||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Marshall A Hess | ||||||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Lynd Jr | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Miles C Cortez | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Nicholas R Severino | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Oliver Lee | ||||||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Pat Semmes | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Kannwischer | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert McClane | ||||||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ruth Agather | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Scott Tinker | ||||||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen Butt | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas Evans | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas Schluter | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Willian Scanlan | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gary L Logan | ||||||||||
| Vice President-Finance & Administration | 40.0 | 2.0 | Yes (X) | $327,115 | $0 | $51,328 | ||||
| Megan Mustain | ||||||||||
| Provost and VP for Academic Affairs & Interim Pres. 6/22 to 7/22 | 40.0 | 1.0 | Yes (X) | $300,802 | $0 | $46,232 | ||||
| Vanessa B Beasley | ||||||||||
| President Beg 7/22 | 40.0 | 2.0 | Yes (X) | $299,992 | $0 | $36,493 | ||||
| Craig Crow | ||||||||||
| Chief Investment Officer | 40.0 | 0 | $412,745 | $0 | $110,882 | Yes (X) | ||||
| Eric Maloof | ||||||||||
| Vice President Enrollment Mgmt | 40.0 | 0 | $373,051 | $0 | $54,956 | Yes (X) | ||||
| Frank Guerra | ||||||||||
| Vice President for Strategic Communications and Marketing | 40.0 | 0 | $196,498 | $0 | $17,809 | Yes (X) | ||||
| Michael Bacon | ||||||||||
| VP Alumni Relations and Development | 40.0 | 0 | $316,224 | $0 | $50,568 | Yes (X) | ||||
| Sheryl Tynes | ||||||||||
| Vice President for Student Life | 40.0 | 0 | $218,062 | $0 | $26,609 | Yes (X) | ||||
| David Macpherson | ||||||||||
| EM Stevens Professor Of Economics | 40.0 | 0 | $261,242 | $0 | $49,352 | Yes (X) | ||||
| Juan Sepulveda | ||||||||||
| President's Special Advisor for Inclusive Excellence | 40.0 | 0 | $242,057 | $0 | $36,145 | Yes (X) | ||||
| Marcia Watson | ||||||||||
| Jesse H Jones Professor of Business | 40.0 | 0 | $245,349 | $0 | $37,502 | Yes (X) | ||||
| Mike Fischer | ||||||||||
| Janet S Dicke Professor in Public Humanities | 40.0 | 0 | $265,235 | $0 | $38,284 | Yes (X) | ||||
| Robert Scherer | ||||||||||
| Dean: Neidorff School of Business | 40.0 | 0 | $289,110 | $0 | $41,255 | Yes (X) | ||||
| Danny Anderson | ||||||||||
| Former Pres. End 5/22 Special Advisor 6/22 to 12/22 | 40.0 | 2.0 | $497,915 | $0 | $56,482 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,245,398 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $653,896 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 193 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Turner Construction | |||||
| 10100 Reunion Place Ste 705 | San Antonio | TX | 78216 | CONSTRUCTION | $20,024,667 |
| Aramark Services Inc | |||||
| PO Box 7548 | Philadelphia | PA | 191017546 | MEALS & FOOD SERVICE | $7,511,894 |
| Mission Plumbing Heating &Air Conditioning Inc | |||||
| 15440 Tradesman Dr | San Antonio | TX | 78249 | CONSTRUCTION | $4,395,957 |
| FieldTurf USA Inc | |||||
| 175 N INDUSTRIAL BLVD | CALHOUN | GA | 30701 | SERVICE | $3,933,441 |
| Breda Construction Inc | |||||
| 134 Braniff | San Antonio | TX | 78216 | CONSTRUCTION | $3,714,423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 84 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $418,474 | RelatedOrganizationsAmt |
| Government Grants | $6,599,339 | GovernmentGrantsAmt |
| All Other Contributions | $20,975,963 | AllOtherContributionsAmt |
| Noncash Contributions | $2,078,112 | NoncashContributionsAmt |
| Total Contributions | $27,993,776 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $128,359,963 | $128,359,963 |
| RESIDENCE HALLS | 611600 | $19,057,838 | $19,057,838 |
| FOOD SERVICE | 611600 | $8,364,486 | $8,364,486 |
| Student Loan Interest | 900099 | $490,590 | $490,590 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $156,272,877 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,484,127 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,873,392 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,357,519 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,670,477 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $93 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,670,384 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,381 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $65,256 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$43,875 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$43,875 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$48,875 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $174,595,000 | SecuritiesAmt |
| Other | $13,112,297 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $164,604,229 | SecuritiesAmt |
| Other | $12,528,887 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,990,771 | SecuritiesAmt |
| Other | $583,410 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,574,181 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $230,289 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,343,892 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TU Press Book Sales | 900099 | $416,155 | $416,155 | |
| Conferences, Events and Special Programs | 900099 | $1,636,475 | $1,636,475 | |
| Miscellaneous | 900099 | $167,246 | $158,351 | $8,895 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,219,876 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230,171,439 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $158,488,858 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,682,990 | UnrelatedBusinessRevenueAmt |
| Exclusion | $45,371,795 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,750,507 | TotalAmt |
| Program Services | $74,750,507 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,219,684 | TotalAmt |
| Program Services | $520,658 | ProgramServicesAmt |
| Management And General | $2,401,983 | ManagementAndGeneralAmt |
| Fundraising | $297,043 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,861 | TotalAmt |
| Program Services | $54,861 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,569,425 | TotalAmt |
| Program Services | $56,176,206 | ProgramServicesAmt |
| Management And General | $7,599,790 | ManagementAndGeneralAmt |
| Fundraising | $2,793,429 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,266,319 | TotalAmt |
| Program Services | $4,366,773 | ProgramServicesAmt |
| Management And General | $685,888 | ManagementAndGeneralAmt |
| Fundraising | $213,658 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,808,182 | TotalAmt |
| Program Services | $3,497,184 | ProgramServicesAmt |
| Management And General | $4,984,822 | ManagementAndGeneralAmt |
| Fundraising | $326,176 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,362,908 | TotalAmt |
| Program Services | $4,677,103 | ProgramServicesAmt |
| Management And General | $639,404 | ManagementAndGeneralAmt |
| Fundraising | $46,401 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,027 | TotalAmt |
| Management And General | $608,027 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,136 | TotalAmt |
| Management And General | $250,136 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,846,991 | TotalAmt |
| Management And General | $11,846,991 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,487,099 | TotalAmt |
| Program Services | $15,316,279 | ProgramServicesAmt |
| Management And General | $2,379,907 | ManagementAndGeneralAmt |
| Fundraising | $790,913 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,350 | TotalAmt |
| Program Services | $70,063 | ProgramServicesAmt |
| Management And General | $479,209 | ManagementAndGeneralAmt |
| Fundraising | $4,078 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,436,656 | TotalAmt |
| Program Services | $2,138,391 | ProgramServicesAmt |
| Management And General | $112,334 | ManagementAndGeneralAmt |
| Fundraising | $185,931 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,871,262 | TotalAmt |
| Program Services | $3,197,061 | ProgramServicesAmt |
| Management And General | $1,592,901 | ManagementAndGeneralAmt |
| Fundraising | $81,300 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,326 | TotalAmt |
| Program Services | $52,326 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,495,882 | TotalAmt |
| Program Services | $5,860,253 | ProgramServicesAmt |
| Management And General | $497,400 | ManagementAndGeneralAmt |
| Fundraising | $138,229 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,607,483 | TotalAmt |
| Program Services | $3,399,360 | ProgramServicesAmt |
| Management And General | $137,706 | ManagementAndGeneralAmt |
| Fundraising | $70,417 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,003 | TotalAmt |
| Program Services | $205,080 | ProgramServicesAmt |
| Management And General | $79,047 | ManagementAndGeneralAmt |
| Fundraising | $10,876 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,594,496 | TotalAmt |
| Program Services | $4,884,416 | ProgramServicesAmt |
| Management And General | $710,080 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,100,042 | TotalAmt |
| Program Services | $13,229,423 | ProgramServicesAmt |
| Management And General | $1,870,619 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $964,921 | TotalAmt |
| Program Services | $36,498 | ProgramServicesAmt |
| Management And General | $928,423 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Participant Support and/or Internship Related | $2,411,278 | $2,383,470 | $27,808 | |
| Non-Office Supplies | $2,021,897 | $1,589,975 | $425,618 | $6,304 |
| Events and Lecture Expense | $1,820,596 | $1,262,259 | $249,618 | $308,719 |
| Continuing Commitments | $1,507,858 | $1,507,747 | $67 | $44 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,911,380 | TotalAmt |
| Program Services | $3,255,315 | ProgramServicesAmt |
| Management And General | $602,474 | ManagementAndGeneralAmt |
| Fundraising | $53,591 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,868,569 | TotalAmt |
| Program Services | $202,431,208 | ProgramServicesAmt |
| Management And General | $39,110,252 | ManagementAndGeneralAmt |
| Fundraising | $5,327,109 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,071,359 | BOYAmt |
| EOY | $1,404,178 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,355,637 | BOYAmt |
| EOY | $25,120,820 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,383,680 | BOYAmt |
| EOY | $21,897,821 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,450,752 | BOYAmt |
| EOY | $4,621,806 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,472 | BOYAmt |
| EOY | $61,093 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,851,849 | BOYAmt |
| EOY | $9,308,673 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $621,582,656 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $250,274,146 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,789,518 | BOYAmt |
| EOY | $371,308,510 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,617,189 | BOYAmt |
| EOY | $692,648,875 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $576,782,034 | BOYAmt |
| EOY | $584,715,051 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,864,974 | BOYAmt |
| EOY | $8,450,423 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,705,562 | BOYAmt |
| EOY | $393,522,810 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,152,998,026 | BOYAmt |
| EOY | $2,113,060,060 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,095,501 | BOYAmt |
| EOY | $27,871,856 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,382,497 | BOYAmt |
| EOY | $3,730,392 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,705,156 | BOYAmt |
| EOY | $179,730,349 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,634,994 | BOYAmt |
| EOY | $1,093,130 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,570,060 | BOYAmt |
| EOY | $1,385,948 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,388,208 | BOYAmt |
| EOY | $213,811,675 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $704,277,487 | BOYAmt |
| EOY | $723,063,515 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,233,332,331 | BOYAmt |
| EOY | $1,176,184,870 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,937,609,818 | BOYAmt |
| EOY | $1,899,248,385 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,152,998,026 | BOYAmt |
| EOY | $2,113,060,060 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$16,697,130 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$21,542,657 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$121,646 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,259,342 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,747,149 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,827,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,699,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,993,776 | CurrentTaxYearAmt |
| Total | $157,526,804 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,259,342 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,747,149 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,827,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,699,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,993,776 | CurrentTaxYearAmt |
| Total | $157,526,804 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,239,971 | SubstantialContributorsTotAmt |
| Public Support Total170 | $156,286,833 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,940,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,807,788 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,455,297 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,034,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,608,213 | CurrentTaxYearAmt |
| Total | $239,846,236 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $397,373,040 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $720,428,580 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.3933 | PublicSupportCY170Pct |
| Public Support PY170 | 0.3824 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part I, Line 2 Explanation of Filing | FormAndLineReferenceDesc |
| Explanation | To qualify for limited donor disclosure under the special rule on Schedule B, the public support test has been completed to demonstrate the University meets the quantitative support test under Section 509(a)(1) of the Internal Revenue Code, which requires an organization to receive a substantial part of its support from a governmental unit or from the general public. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $4,541,387 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,303,873,955 | BeginningYearBalanceAmt |
| Contributions | $9,112,606 | ContributionsAmt |
| Investment Earnings Or Losses | $21,562,375 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,590,214 | GrantsOrScholarshipsAmt |
| Other Expenditures | $38,486,360 | OtherExpendituresAmt |
| Administrative Expenses | $13,255,851 | AdministrativeExpensesAmt |
| End Year Balance | $1,270,216,511 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,294,302,907 | BeginningYearBalanceAmt |
| Contributions | $9,182,913 | ContributionsAmt |
| Investment Earnings Or Losses | $99,835,973 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,468,357 | GrantsOrScholarshipsAmt |
| Other Expenditures | $75,732,903 | OtherExpendituresAmt |
| Administrative Expenses | $12,246,578 | AdministrativeExpensesAmt |
| End Year Balance | $1,303,873,955 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $908,781,329 | BeginningYearBalanceAmt |
| Contributions | $99,149,633 | ContributionsAmt |
| Investment Earnings Or Losses | $339,460,900 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,841,052 | GrantsOrScholarshipsAmt |
| Other Expenditures | $32,182,188 | OtherExpendituresAmt |
| Administrative Expenses | $10,065,715 | AdministrativeExpensesAmt |
| End Year Balance | $1,294,302,907 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $911,854,647 | BeginningYearBalanceAmt |
| Contributions | $8,561,960 | ContributionsAmt |
| Investment Earnings Or Losses | $32,087,953 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,447,960 | GrantsOrScholarshipsAmt |
| Other Expenditures | $27,009,593 | OtherExpendituresAmt |
| Administrative Expenses | $6,265,678 | AdministrativeExpensesAmt |
| End Year Balance | $908,781,329 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $853,603,783 | BeginningYearBalanceAmt |
| Contributions | $6,015,747 | ContributionsAmt |
| Investment Earnings Or Losses | $97,542,820 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,016,743 | GrantsOrScholarshipsAmt |
| Other Expenditures | $28,676,143 | OtherExpendituresAmt |
| Administrative Expenses | $5,614,817 | AdministrativeExpensesAmt |
| End Year Balance | $911,854,647 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.4127 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.2366 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.3507 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,846,141 | OtherCostOrOtherBasisAmt |
| Book Value | $18,846,141 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $423,924,106 | OtherCostOrOtherBasisAmt |
| Depreciation | $148,629,352 | DepreciationAmt |
| Book Value | $275,294,754 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,226,967 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,614,029 | DepreciationAmt |
| Book Value | $21,612,938 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,564,532 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,748,165 | DepreciationAmt |
| Book Value | $14,816,367 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,020,910 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,282,600 | DepreciationAmt |
| Book Value | $40,738,310 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $371,308,510 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $179,299,790 | F |
| PRIVATE EQUITY/VENTURE CAPITAL | $268,639,951 | F |
| REAL ESTATE | $21,300,659 | F |
| OTHER ALTERNATIVE INVESTMENTS | $706,511 | F |
| MINERAL AND SURFACE INTERESTS | $114,768,140 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $584,715,051 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD IN TRUST BY OTHERS | Desc |
| Book Value | $393,522,810 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $393,522,810 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACTUARIAL LIABILITY - ANNUITIES PAY | Desc |
| Amt | $1,385,948 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,385,948 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE MAJORITY OF THE UNIVERSITY'S ART COLLECTION IS ON PUBLIC DISPLAY ON THE GROUNDS AND IN VARIOUS BUILDINGS ON CAMPUS. THE RARE BOOKS COLLECTION IS MAINTAINED IN THE RARE BOOK ROOM OF THE COATES LIBRARY AND MATERIALS ARE AVAILABLE FOR SCHOLARLY RESEARCH. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | ENDOWMENT FUNDS ARE UTILIZED TO SUPPORT THE GENERAL OPERATING BUDGET AND MISSION OF THE UNIVERSITY AS A WHOLE. FUNDS ARE USED FOR THE FOLLOWING: SCHOLARSHIPS AND INSITUTIONAL LOANS, LIBRARY RESOURCES, FACULTY COMPENSATION, FACULTY DEVELOPMENT, FACILITY MAINTENANCE, LECTURES, AND GENERAL OPERATING NEEDS. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The University is exempt from federal income tax under Section 501(a) as an organization described in Section 501(c)(3) of the Internal Revenue Code (the Code). This exemption does not apply to unrelated business income, as defined by Section 512(a)(1) of the Code, which is subject to federal income tax. The University had no material tax liability resulting from such unrelated business income in 2023 or 2022. The University is subject to an excise tax of 1.4% on the University's net investment income. The excise tax is recognized as a reduction of the University's investment returns, but has no material impact on the consolidated financial statements. U.S. GAAP requires management to evaluate uncertain tax positions taken by the University. The financial statement effects of a tax position are recognized when the position is more likely than not, based on the technical merits, to be sustained upon examination by the Internal Revenue Service or the U.S. Department of the Treasury. Management has analyzed the tax positions taken by the University and has concluded that as of May 31, 2023, 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, 2020. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | TRINITY DOES NOT AND WILL NOT DISCRIMINATE IN ADMISSION OF STUDENTS TO STUDY AT THE UNIVERSITY, ENROLL IN CLASSES, OBTAIN ON-CAMPUS HOUSING, OR USE FACILITIES BECAUSE OF RACE, COLOR, RELIGION, SEX, AGE, NATIONAL ORIGIN, DISABILITY (IF OTHERWISE QUALIFIED FOR ADMISSION), MILITARY/VERTERAN STATUS, SEXUAL ORIENTATION, OR ANY OTHER STATUS PROTECTED BY FEDERAL, STATE, OR LOCAL LAW. THE NON-DISCRIMINATION POLICY IS LISTED IN THE COURSE CATALOG, INCLUDED IN THE STUDENT HANDBOOK, AND LISTED ON THE UNIVERSITY'S WEBSITE. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | FEDERAL PERKINS LOAN PROGRAM, Direct Loans, Work Study, SEOG & Pell grants; additionally the University receives state TEG funds. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | RESEARCH & RECRUITING | $78,449 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | RESEARCH & RECRUITING | $346,498 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | RESEARCH & RECRUITING | $768 |
| South America | 0 | 0 | Program Services | RESEARCH & RECRUITING | $16,776 |
| Central America and the Caribbean | 0 | 0 | Investments | $269,384,523 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $3,175,704 | |
| East Asia and the Pacific | 0 | 0 | Program Services | RESEARCH & RECRUITING | $100,744 |
| Middle East and North Africa | 0 | 0 | Program Services | RESEARCH & RECRUITING | $4,479 |
| South Asia | 0 | 0 | Program Services | RESEARCH & RECRUITING | $176 |
| Sub-Saharan Africa | 0 | 0 | Program Services | RESEARCH & RECRUITING | $1,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $273,109,128 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $273,109,128 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual,Other:; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual,Other:; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| UNDERGRADUATE scholarships | 2458 | $73,622,678 |
| GRADUATE SCHOLARSHIPS | 130 | $1,127,829 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 1 MAINTAINING RECORDS TO SUBSTANTIATE GRANTEE'S ELIGIBILITY | MAINTAINING RECORDS TO SUBSTANTIATE GRANTEE'S ELIGIBILITY, AMOUNT OF AWARD, AND SELECTION CRITERIA THE OFFICE OF STUDENT FINANCIAL SERVICES MAINTAINS RECORDS AS TO STUDENTS FINANCIAL AND ACADEMIC STANDING AND THE Eligibility REQUIREMENTS OF THE SCHOLARSHIP OR GRANT. THE UNIVERSITY UNDERGOES AN AUDIT UNDER OMB's Uniform Guidance as a review of COMPLIANCE WITH FEDERAL FINANCIAL ASSISTANCE RULES AND REGULATIONS. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | THE STUDENTS FINANCIAL AND ACADEMIC STANDING IS MONITORED BY THE OFFICE OF STUDENT FINANCIAL SERVICES TO ENSURE THAT THE STUDENTS REMAIN IN GOOD STANDING AND CONTINUE TO MEET ANY SPECIFIC REQUIREMENTS OF THE SCHOLARSHIP OR GRANT. THE UNIVERSITY UNDERGOES AN AUDIT (REQUIRED BY OMB'S UNIFORM GUIDANCE) TO AUDIT COMPLIANCE WITH FEDERAL FINANCIAL ASSISTANCE RULES AND REGULATIONS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Danny Anderson | ||||||||||||||
| Former Pres. End 5/22 Special Advisor 6/22 to 12/22 | $439,651 | $0 | $0 | $0 | $58,264 | $0 | $36,591 | $0 | $19,891 | $0 | $554,398 | $0 | $0 | $0 |
| Vanessa B Beasley | ||||||||||||||
| President Beg 7/22 | $245,979 | $0 | $20,000 | $0 | $34,013 | $0 | $25,317 | $0 | $11,176 | $0 | $336,485 | $0 | $0 | $0 |
| Gary L Logan | ||||||||||||||
| Vice President-Finance & Administration | $303,524 | $0 | $0 | $0 | $23,591 | $0 | $29,784 | $0 | $21,544 | $0 | $378,443 | $0 | $0 | $0 |
| Megan Mustain | ||||||||||||||
| Provost and VP for Academic Affairs & Interim Pres. 6/22 to 7/22 | $268,794 | $0 | $0 | $0 | $32,008 | $0 | $30,383 | $0 | $15,849 | $0 | $347,034 | $0 | $0 | $0 |
| Michael Bacon | ||||||||||||||
| VP Alumni Relations and Development | $293,216 | $0 | $0 | $0 | $23,008 | $0 | $29,197 | $0 | $21,371 | $0 | $366,792 | $0 | $0 | $0 |
| Frank Guerra | ||||||||||||||
| Vice President for Strategic Communications and Marketing | $196,398 | $0 | $0 | $0 | $100 | $0 | $0 | $0 | $17,809 | $0 | $214,307 | $0 | $0 | $0 |
| Craig Crow | ||||||||||||||
| Chief Investment Officer | $412,745 | $0 | $0 | $0 | $0 | $0 | $84,375 | $0 | $26,507 | $0 | $523,627 | $0 | $0 | $0 |
| Eric Maloof | ||||||||||||||
| Vice President Enrollment Mgmt | $277,340 | $0 | $0 | $0 | $95,711 | $0 | $31,549 | $0 | $23,407 | $0 | $428,007 | $0 | $0 | $0 |
| Sheryl Tynes | ||||||||||||||
| Vice President for Student Life | $193,454 | $0 | $0 | $0 | $24,608 | $0 | $21,928 | $0 | $4,681 | $0 | $244,671 | $0 | $0 | $0 |
| Robert Scherer | ||||||||||||||
| Dean: Neidorff School of Business | $288,610 | $0 | $0 | $0 | $500 | $0 | $29,506 | $0 | $11,749 | $0 | $330,364 | $0 | $0 | $0 |
| David Macpherson | ||||||||||||||
| EM Stevens Professor Of Economics | $261,242 | $0 | $0 | $0 | $0 | $0 | $27,085 | $0 | $22,267 | $0 | $310,594 | $0 | $0 | $0 |
| Mike Fischer | ||||||||||||||
| Janet S Dicke Professor in Public Humanities | $264,235 | $0 | $0 | $0 | $1,000 | $0 | $26,760 | $0 | $11,524 | $0 | $303,519 | $0 | $0 | $0 |
| Marcia Watson | ||||||||||||||
| Jesse H Jones Professor of Business | $244,349 | $0 | $0 | $0 | $1,000 | $0 | $25,138 | $0 | $12,364 | $0 | $282,851 | $0 | $0 | $0 |
| Juan Sepulveda | ||||||||||||||
| President's Special Advisor for Inclusive Excellence | $224,557 | $0 | $0 | $0 | $17,500 | $0 | $24,396 | $0 | $11,749 | $0 | $278,202 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | AS A CONDITION OF EMPLOYMENT, THE UNIVERSITY PROVIDES HOUSING TO THE PRESIDENT AND CERTAIN EXECUTIVE EMPLOYEES. AN APPROPRIATE AMOUNT IS INCLUDED IN COMPENSATION, BASED ON ESTIMATED FAIR RENTAL VALUE, AND REPORTED ON FORM W-2. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | CLUB MEMBERSHIPS ARE PERMITTED FOR BUSINESS USE ONLY FOR THE PRESIDENT AND VICE PRESIDENT FOR ALUMNI RELATIONS AND DEVELOPMENT. NO AMOUNTS ARE INCLUDED IN INCOME, AS ONLY BUSINESS USE IS PERMITTED. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | TRINITY UNIVERSITY'S 457(F) PLAN IS OFFERED TO THE PRESIDENT AND EXECUTIVE TEAM MEMBERS. SECTION 457(F) NON-QUALIFIED PLAN: PAID/DEFERRED Danny Anderson $0 / $0 Vanessa B. Beasley $0 / $0 CRAIG CROW $0 / $50,000 |
| Schedule J, Part I, Line 7 Non-fixed payments | IN ORDER TO RETAIN KEY TALENT, Trinity University maintains an INCENTIVE PLAN for its president. FOR FISCAL YEAR 2023 THE INCENTIVE PLAN includes a provision allowing for additional COMPENSATION IF SPECIFIC CRITERIA ARE MET OR PERFORMANCE THRESHOLDS ARE ACHIEVED. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF SAN ANTONIO TEXAS EDUCATION FACILITIES CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521351505 | BondIssuerEIN |
| CUSIP | 796247CE2 | CUSIPNum |
| Bond Issued | 2017-06-16 | BondIssuedDt |
| Issue Price | $35,619,284 | IssuePriceAmt |
| Purpose | TO PAY OFF A SHORT-TERM NOTE EXECUTED IN A PREVIOUS YEAR. | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $35,619,284 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $444,284 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $35,175,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | false | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part IV, Line 2c COLUMN A | FormAndLineReferenceDesc |
| Explanation | Issuer name: CITY OF SAN ANTONIO, TEXAS EDUCATION FACILITIES CORP The calculation for computing no rebate due was performed on 06/06/2022 | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Part V | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | See Part V | RelationshipWithOrgTxt |
| Cash Grant | $12,500 | CashGrantAmt |
| Type Of Assistance | Merit Scholarship | TypeOfAssistanceTxt |
| Assistance Purpose | Education | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alexis Raquel Baum | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family Member of VP of Finance, Gary Logan | RelationshipDescriptionTxt |
| Transaction | $54,861 | TransactionAmt |
| Transaction | Employee Compensation | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part III | FormAndLineReferenceDesc |
| Explanation | The amount reported provides the merit scholarships awarded based on an objective and non-discriminatory basis based on pre-established criteria and reviewed by a selection committee. PER THE IRS INSTRUCTIONS FOR SCHEDULE L, COLLEGES, UNIVERSITIES, AND PRIMARY AND SECONDARY SCHOOLS ARE NOT REQUIRED TO IDENTIFY INTERESTED PERSONS TO WHOM THEY PROVIDED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINACIAL ASSISTANCE. INSTEAD, THESE ORGANIZATIONS MUST GROUP EACH TYPE OF FINANCIAL ASSISTANCE PROVIDED TO INTERESTED PERSONS IN SEPERATE LINES. FOR EACH LINE, THE SCHOOL IS TO REPORT IN COLUMN (C) THE TYPE OF ASSISTANCE AND AGGREGATE DOLLAR AMOUNT OF THAT ASSISTANCE; COLUMNS (A) AND (B) ARE TO BE LEFT BLANK. | ExplanationTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 43 | ContributionCnt |
| Noncash Contributions Rpt F990 | $403,108 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,675,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - NUMBER OF CONTRIBUTIONS RECEIVED Books and publications - Number of contributions Real estate - Residential - NUMBER OF CONTRIBUTIONS RECEIVED | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 COVID Disclosure | Subsequent to the COVID-19 pandemic, the University resumed traditional in-person living and learning in the fall of 2021 and has maintained this environment since this date. As a result of the short-term and potential long-term implications that this public health emergency has had on instruction, student experience, and operations, the University is unable to predict the impact on the generation of revenues and other financial effects. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIRMAN, THE VICE CHAIRMAN, THE SECRETARY, THE TREASURER AND SUCH OTHER MEMBERS OF THE BOARD AS THE CHAIRMAN MAY DESIGNATE. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO TAKE ANY ACTION WHICH THE BOARD IS AUTHORIZED TO TAKE EXCEPT FOR CERTAIN EDUCATIONAL AND MISSION, FINANCIAL, AND GOVERNANCE MATTERS. THE FOLLOWING POWERS ARE EXPLICITLY RESERVED FOR THE VOTE OF THE ENTIRE BOARD: THE UNIVERSITY'S MISSION AND TAX-EXEMPT PURPOSES, APPROVAL OF NEW OR DISCONTINUING EDUCATIONAL PROGRAMS, AND APPROVE AND AUTHORIZE ALL EARNED AND HONORARY DEGREES UPON THE FACULTY'S RECOMMENDATION; THE APPROVAL OF THE UNIVERSITY CAPITAL AND OPERATING BUDGETS, TUITION CHANGES, DEBT, PURCHASES AND SALES OF REAL PROPERTY, CONSTRUCTION AND RENOVATION PROJECTS, SPENDING POLICY GUIDELINES, AND GIFT ACCEPTANCE BY UNIVERSITY OFFICERS OR OTHER AGENTS; THE ELECTION OF TRUSTEES, BOARD MEMBERS OR UNIVERSITY OFFICERS, APPOINT THE PRESIDENT, THE AMENDMENT OF THE CHARTER OF THE UNIVERSITY OR THE BYLAWS; OR THE ESTABLISHMENT OR AMENDMENT OF ANY BOARD OR UNIVERSITY POLICY. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The 990 and supplemental schedules are prepared by a public accounting firm in collaboration with the organization's senior tax accountant. The draft return is reviewed by the V.P. Of Finance & Admin. and will BE SUBMITTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND ACCEPTANCE. THE FORM 990 WILL THEN BE MADE ELECTRONICALLY AVAILABLE TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | A CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO ALL BOARD OF TRUSTEE MEMBERS, officers and key employees ANNUALLY. THE PRESIDENT'S OFFICE MONITORS ENFORCEMENT OF THE POLICY AND REPORTS ON THE STATUS TO THE AUDIT COMMITTEE, BOARD, AND EXTERNAL AUDITORS. In the event of a potential conflict of interest, the potentially conflicted individual recuses themselves from the discussions and decision process of the transaction identified as a potential conflict of interest. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE COMPENSATION OF THE PRESIDENT IS SET BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES AFTER THE CHIEF HUMAN RESOURCES OFFICER GATHERS COMPARABLE PEER INSTITUTION COMPENSATION DATA FOR THE PRESIDENT AND VICE PRESIDENTS AND PROVIDES THE DATA TO THE BOARD'S COMPENSATION/EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE USES THE APPROPRIATE BENCHMARK DATA AS PART OF SETTING THE PRESIDENT'S COMPENSATION, TO ENSURE REASONABLENESS. EACH VICE PRESIDENT'S SALARY IS RECOMMENDED BY THE PRESIDENT AFTER COMPLETING THE ANNUAL PERFORMANCE EVALUATION OF EACH VICE PRESIDENT AND THE COMPARABILITY DATA. THE PRESIDENT SUBMITS EACH VICE PRESIDENT'S SALARY AND BENEFIT RECOMMENDATION TO THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT'S RECOMMENDATIONS AND COMPARABLE DATA FOR TO ENSURE THAT COMPENSATION PACKAGES REMAIN REASONABLE. THE COMPENSATION COMMITTEE IS COMPRISED OF SELECTED BOARD MEMBERS DISINTERESTED WITH REGARD TO THE COMPENSATION ARRANGEMENTS. THE COMPENSATION COMMITTEE KEEPS CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. THIS PROCESS IS COMPLETED PRIOR TO THE BEGINNING OF EACH CONTRACT PERIOD BEING APPROVED. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | ALL SALARIES AND WAGES ARE RECOMMENDED BY THE DIVISION VICE PRESIDENTS AND APPROVED BY THE PRESIDENT. POSITIONS OTHER THAN THE PRESIDENT AND VICE PRESIDENTS ARE CONTROLLED BY A SALARY INCREASE PROCEDURE. THE SALARY INCREASE RATE IS APPROVED BY THE BOARD DURING THE ANNUAL BUDGET PROCESS. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE UNIVERSITY'S WEBSITE AND ARE AVAILABLE IN HARD COPY UPON REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Change In Value of Split Interest Agreements - -121646; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| GRETCHEN NORTHRUP FOUNDATION | ||||||||||
| 1 TRINITY PLACE | SAN ANTONIO | TX | 78212 | 746294095 | SUPPORT Trinity University | TX | 501(c)(3) | Type I | Trinity University | Yes (true) |
| Trinity Tigers Investment Corporation | ||||||||||
| 1 Trinity Place | San Antonio | TX | 78212 | 814978841 | Support Trinity University | TX | 501(c)(3) | Type I | Trinity University | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| CRUT - (1) | |||||||||
| ONE TRINITY PLACE | SAN ANTONIO | TX | 78212 | 722870133 | SUPPORT University | TX | NA | Trust | false |
| TRINITY POOLED INCOME FUND | |||||||||
| ONE TRINITY PLACE | SAN ANTONIO | TX | 78212 | 746178316 | SUPPORT UNIVersity | TX | NA | Trust | false |
| CHARITABLE TRUST | |||||||||
| SUPPORT BENEFICIARIES | TX | NA | Trust | false | |||||
| MEMORIAL TRUST | |||||||||
| SUPPORT BENEFICIARIES | TX | NA | Trust | false | |||||
| SCHOLARSHIP FUND | |||||||||
| SUPPORT BENEFICIARIES | TX | NA | Trust | false | |||||
| REVOCABLE TRUST | |||||||||
| SUPPORT BENEFICIARIES | TX | NA | Trust | false | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRETCHEN C NORTHRUP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $418,474 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |