2018-04-13T09:00:08-05:00 2017-05-31 350921680 CROWE HORWATH LLP 750 N St Paul Suite 850 Dallas TX 75201 990 2016-06-01 741109633 Trinity University TRIN 2109998065 1 Trinity Pl San Antonio TX 78212 Gary L Logan VP Finance and Administration 2018-04-13 true Rachel Spurlock P00520729 2147775200 2016 2021-01-29 14:40:06Z DANNY ANDERSON 1 Trinity Pl San Antonio TX 78212 386300177 false X 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 SERVICES. 27 27 2209 27 912682 0 17688432 21513657 112375344 118594011 41268463 35077341 9567497 16379193 180899736 191564202 46271635 51179425 0 68585917 72023795 0 2635922 57091000 60784989 171948552 183988209 8951184 7575993 1391441555 1529729283 107369940 142021474 1284071615 1387707809 TRINITY UNIVERSITY IS AN INDEPENDENT CO-EDUCATIONAL UNIVERSITY WHOSE MISSION IS EXCELLENCE IN THE INTERRELATED AREAS OF TEACHING, RESEARCH AND SERVICES. false false 128616765 51179425 97634044 INSTRUCTION IN THE LIBERAL ARTS, SCIENCES AND RELATED FIELDS. SCHOLARSHIPS AND ALLOWANCES TO STUDENTS TO FURTHER THEIR EDUCATION. 16677239 23542240 AUXILIARY SERVICES INCLUDING RESIDENCE HALLS AND FOOD SERVICE. 3881514 2007553 CONFERENCES AND PUBLIC SERVICE. 149175518 true true false false false false false true false true true true false true true true true true true false true false false false false false false false true true true false false false false false false false false false false true true false false false true true true false false true 435 0 true 2209 true true true false false false true true true true false false false false X 27 27 true false false false false false false true true false false true true true true true true true true true false AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X Tessie Skulski 2109998065 1 Trinity Pl San Antonio TX 78212 MICHAEL F NEIDORFF Chairman 1.0 1.0 X X 0 0 0 L HERBERT STUMBERG JR Vice Chairman 1.0 2.0 X X 0 0 0 JOHN R HURD TREASURER 1.0 1.0 X X 0 0 0 KATHERINE WOOD KLINGER SECRETARY 1.0 1.0 X X 0 0 0 Erin Baker TRUSTEE 1.0 1.0 X 0 0 0 SHARON BELL TRUSTEE 1.0 1.0 X 0 0 0 TED BENESKI TRUSTEE 1.0 2.0 X 0 0 0 WALTER BROWN JR TRUSTEE 1.0 1.0 X 0 0 0 CLIFFORD BUCHHOLZ TRUSTEE 1.0 1.0 X 0 0 0 MILES C CORTEZ TRUSTEE 1.0 1.0 X 0 0 0 Janet St Clair Dicke TRUSTEE 1.0 1.0 X 0 0 0 DOUGLAS D HAWTHORNE Trustee 1.0 1.0 X 0 0 0 James T Hill TRUSTEE 1.0 1.0 X 0 0 0 GEORGE C HIXON TRUSTEE 1.0 1.0 X 0 0 0 WALTER R HUNTLEY JR TRUSTEE 1.0 1.0 X 0 0 0 E CAREY JOULLIAN IV TRUSTEE 1.0 1.0 X 0 0 0 RICHARD R KANNWISCHER TRUSTEE 1.0 1.0 X 0 0 0 RICHARD M KLEBERG III TRUSTEE 1.0 1.0 X 0 0 0 JOHN C KORBELL TRUSTEE 1.0 1.0 X 0 0 0 OLIVER TW LEE TRUSTEE 1.0 2.0 X 0 0 0 STEVEN P MACH TRUSTEE 1.0 1.0 X 0 0 0 ROBERT S MCCLANE TRUSTEE 1.0 2.0 X 0 0 0 MELODY MEYER TRUSTEE 1.0 1.0 X 0 0 0 MARSHALL B MILLER JR TRUSTEE 1.0 2.0 X 0 0 0 THOMAS R SEMMES TRUSTEE 1.0 2.0 X 0 0 0 LISSA WALLS TRUSTEE 1.0 1.0 X 0 0 0 JESSICA WHITACRE THORNE TRUSTEE 1.0 1.0 X 0 0 0 Danny Anderson President 38.0 2.0 X 424452 0 114782 Gary L Logan Vice President-Finance & Administration 38.0 2.0 X 443345 0 35537 Michael Bacon VP Alumni Relations and Dev 40.0 0 X 290592 0 17318 Eric Maloof Vice President Enrollment Mgmt 40.0 0 X 179699 0 20366 Sheryl Tynes Vice President for Student Life 40.0 0 X 168056 0 33922 Charles White Vice President for Information Technology and Marketing 40.0 0 X 223572 0 43222 Dennis Ahlburg Distinguished Professor 39.0 1.0 X 285816 0 38393 Lisa Fields Professor / Dean of the School of Business 40.0 0 X 267605 0 35343 Michael Fischer Professor 39.0 1.0 X 449153 0 38450 David MacPherson Professor of Economics 40.0 0 X 231193 0 40437 Michael Wilkins Professor of Business 40.0 0 X 273820 0 35179 3237303 0 452949 107 false true true Aramark Corporation 1101 Market Street Philadelphia PA 19107 Meals & Food Service 8242188 GCA Education Services Inc 4726 Western Avenue Knoxville TN 37921 Custodial Services 1605145 Breda Construction Inc 13138 VISTA DEL MUNDO San Antonio TX 78216 CONSTRUCTION 760864 CAMBRIDGE ASSOCIATES LLC 125 HIGH STREET BOSTON MA 02110 INVESTMENT FEES 665000 Zachman Enterprises Inc dba Fred Clark Electric Inc 1211 N Hackberry San Antonio TX 78202 Electrical Services 664252 46 5615223 15898434 598564 21513657 Tuition and Fees 611600 95245483 95245483 Residence Halls 611600 15049386 15049386 Food Service 611600 8299142 8299142 0 0 0 0 118594011 26077397 871984 25205413 11748669 11748669 47937 46919 1018 0 1018 1018 203689000 194689056 8999944 0 8999944 8999944 PROGRAM FEES 611600 2621904 2582273 39631 CONFERENCES 611600 2007553 2007553 WORKING INTERESTS 900099 49 49 0 0 0 0 4629506 191564202 123183837 912682 45954026 51179425 51179425 2030863 402043 1370888 257932 54753949 45451110 7971321 1331518 4490476 3661203 732635 96638 6841215 2329475 4436377 75363 3907292 3170099 632872 104321 416585 416585 320528 320528 3776591 3776591 11846230 10138132 1668206 39892 1503253 135017 1352693 15543 6890300 5257947 1254461 377892 4759203 2739145 1936274 83784 89984 89984 7015939 6125509 778226 112204 3848057 3456049 251173 140835 3287474 2403292 884182 10442725 9077019 1365706 954679 954679 Equipment, repairs & maintenance 3379334 2233665 1145669 Ancillary Research Expenses 689903 671854 18049 Events & Lectures 682524 400766 281758 Ancillary Grant Expenses 321647 253784 67863 560033 0 560033 0 183988209 149175518 32176769 2635922 436313 6507096 24091424 19902186 5503582 8482701 16997797 2085376 0 0 20206906 18907873 424519 438186 2198120 2524004 440229638 195736410 233859069 244493228 568986019 641007216 177957079 189798210 0 340780727 395583207 1391441555 1529729283 15850709 16387653 3196557 4192936 79591315 77519873 6225043 41353003 2506316 2568009 107369940 142021474 X 526413141 560239847 168991131 219835556 588667343 607632406 1284071615 1387707809 1391441555 1529729283 X 7575993 96285159 -224958 X false true X true true true X 21253236 17859929 18898178 17688432 21513657 97213432 0 0 21253236 17859929 18898178 17688432 21513657 97213432 0 97213432 33517175 42553172 40435993 27538591 37874003 181918934 0 0 0 0 0 0 0 0 0 0 0 0 279132366 563294504 0.3483 0.3290 X Schedule A, Part I, Line 2 Explanation of Filing 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4525387 0 0 X X false 727679082 4262696 109986087 9799057 27856356 3985342 800287110 781533902 5911988 -17953020 8854783 29565620 3393385 727679082 742523064 16383769 61096669 9060868 26082139 3326593 781533902 611751991 81670651 80464804 8768544 21010200 1585638 742523064 545442555 3278866 89719982 8156497 16966522 1566393 611751991 0.43 0.32 0.25 false false 15320014 15320014 296165957 106076394 190089563 29044562 14694645 14349917 42673347 33400933 9272414 57025758 41564438 15461320 244493228 hedge funds 118498351 F private equity/venture capital 38794417 F real estate 20401078 F other alternative investments 11673608 F mineral and surface interests 430756 F 189798210 FUNDS HELD IN TRUST BY OTHERS 360015759 Intercompany Receivables - due from Trinity Tigers Investment Corporation 35567448 395583207 Actuarial Liability - Annuities Pay 2568009 2568009 X 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 ORGINIZATION 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 501 (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 2017 OR 2016. 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, 2017, 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, 2014. true true true true true true true false false false false false false false true false true 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. Europe (Including Iceland and Greenland) 0 0 Program Services RESEARCH & RECRUITING 343578 Central America and the Caribbean 0 0 Program Services RESEARCH & RECRUITING 12873 East Asia and the Pacific 0 0 Program Services RESEARCH & RECRUITING 158976 Middle East and North Africa 0 0 Program Services RESEARCH & RECRUITING 7375 North America (Canada & Mexico only) 0 0 Program Services RESEARCH & RECRUITING 46084 South America 0 0 Program Services RESEARCH & RECRUITING 16193 Sub-Saharan Africa 0 0 Program Services RESEARCH & RECRUITING 9708 Central America and the Caribbean 0 0 Investments 136966672 East Asia and the Pacific 0 0 Investments 2334368 0 0 0 0 0 0 139895827 0 139895827 true false true true true false true UNDERGRADUATE scholarships 2187 49280464 GRADUATE SCHOLARSHIPS 174 1898961 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. X X true true X X X X false true false false false false false true false Danny Anderson President 382455 0 20000 0 21997 0 101868 0 12914 0 539234 0 0 0 Gary L Logan Vice President-Finance & Administration 260105 0 165240 0 18000 0 26284 0 9253 0 478882 0 0 0 Michael Bacon VP Alumni Relations and Dev 270184 0 0 0 20408 0 368 0 16950 0 307910 0 0 0 Eric Maloof Vice President Enrollment Mgmt 179699 0 0 0 0 0 18299 0 2067 0 200065 0 0 0 Sheryl Tynes Vice President for Student Life 167138 0 0 0 918 0 16972 0 16950 0 201978 0 0 0 Charles White Vice President for Information Technology and Marketing 219564 0 0 0 4008 0 23058 0 20164 0 266794 0 0 0 Dennis Ahlburg Distinguished Professor 283583 0 0 0 2233 0 26868 0 11525 0 324209 0 0 0 Lisa Fields Professor / Dean of the School of Business 267605 0 0 0 0 0 26868 0 8475 0 302948 0 0 0 Michael Fischer Professor 268466 0 161316 0 19371 0 25536 0 12914 0 487603 0 0 0 David MacPherson Professor of Economics 231193 0 0 0 0 0 23487 0 16950 0 271630 0 0 0 Michael Wilkins Professor of Business 263360 0 0 0 10460 0 26704 0 8475 0 308999 0 0 0 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 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 THE PRESIDENT AND VICE PRESIDENT FOR BUSINESS USE ONLY FOR ADVANCEMENT AND ALUMNI RELATIONS. 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. SECTION 457(F) NON-QUALIFIED PLAN: PAID/DEFERRED Danny Anderson $0 / $75,000 Schedule J, Part I, Line 7 Non-fixed payments Transition bonuses were paid to Vice Presidents Michael Fischer and Gary Logan as the University transitioned to a new President. A SAN ANTONIO TX HIGHER ED 521351505 796247BA1 2011-06-29 20316444 REFUNDING AND CAPITAL IMPROVEMENT false false false B SAN ANTONIO TX HIGHER ED 521351505 796247BB9 2014-01-07 50472343 CAPITAL IMPROVEMENT false false false A 2635000 20316444 0 316168 20000276 1995 true false true true B 1655000 50472343 0 467982 50004361 2014 false false true true A false false false false 0.0 false false true B false false false false 0.0 false false true A false true false false false false true B false true false false false false true A true B true X 151348 Opinions of experts X 25 434192 Market value X 1 13024 Other 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - NUMBER OF CONTRIBUTIONS RECEIVED Books and publications - Number of contributions Securities - Miscellaneous - Annuity surrendered Number of contributions Form 990, Part VI, Line 2 Family/business relationships amongst interested persons JOHN KORBELL AND WALTER BROWN, JR. - Family relationship Form 990, Part VI, Line 11b Review of form 990 by governing body THE 990 and supplemental schedules is prepared by a public accounting firm in collaboration with the organization's controller. The draft return is reviewed by the V.P. Of Finance & Admin. and will BE SUBMITTED TO THE AUDIT SUBCOMMITTEE 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 SUBCOMMITTEE, 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 ASSOCIATE VICE PRESIDENT OF HUMAN RESOURCES GATHERS PEER INSTITUTION COMPENSATION DATA FOR THE PRESIDENT AND VICE PRESIDENTS AND PROVIDES THE DATA TO THE BOARD'S COMPENSATION/EXECUTIVE COMMITTEE. EACH VICE PRESIDENT'S SALARY IS RECOMMENDED BY THE PRESIDENT AFTER COMPLETING THE ANNUAL PERFORMANCE EVALUATION OF EACH VICE PRESIDENT. THE PRESIDENT SUBMITS EACH VICE PRESIDENT'S SALARY AND BENEFIT RECOMMENDATION TO THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE IS COMPRISED OF SELECTED BOARD MEMBERS WITHOUT CONFLICT OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS. THE COMPENSATION COMMITTEE KEEPS CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. THIS PROCESS WAS LAST CONDUCTED IN MAY 2017. 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 STATEMENT 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 - -224958; GRETCHEN NORTHRUP FOUNDATION ONE TRINITY PLACE SAN ANTONIO TX 78212 746294095 SUPPORT Trinity University TX 501(c)(3) Type I Trinity University true Trinity Tigers Investment Corporation 1 Trinity Place San Antonio TX 78212 814978841 Support Trinity University TX 501(c)(3) Type I Trinity University true CRUT - (1) ONE TRINITY PLACE SAN ANTONIO TX 78212 722870133 SUPPORT UNIV. TX NA Trust false TRINITY POOLED INCOME FUND ONE TRINITY PLACE SAN ANTONIO TX 78212 746178316 SUPPORT UNIV. TX NA Trust false false false true true false false false false false false false false false false false false false true false Trinity Tigers Investment Corporation D 35175000 FMV Gretchen C Northrup Foundation C 399481 FMV Trinity Tigers Investment Corporation R 35214538 Book Value