TRINITY UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TRINITY UNIVERSITY (EIN 74-1109633)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2017-04-17
- IRS object ID
- 201721079349301502
- Schema version
- 2015v3.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-17T17:00:10-05:00 | ReturnTs |
| Tax Period End | 2016-05-31 | 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 HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 N St Paul | AddressLine1Txt |
| Address Line2 | Suite 850 | AddressLine2Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-06-01 | 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 | PersonTitleTxt |
| Signature | 2017-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rachel Spurlock | PreparerPersonNm |
| PTIN | P00520729 | PTIN |
| Phone | 2147775200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANNY ANDERSON | 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 | $524,408,358 | 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 | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 2161 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$273,872 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$520,791 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,898,178 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,688,432 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $107,323,021 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $112,375,344 | CYProgramServiceRevenueAmt |
| PY Investment Income | $73,140,508 | PYInvestmentIncomeAmt |
| CY Investment Income | $41,268,463 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,093,212 | PYOtherRevenueAmt |
| CY Other Revenue | $9,567,497 | CYOtherRevenueAmt |
| PY Total Revenue | $215,454,919 | PYTotalRevenueAmt |
| CY Total Revenue | $180,899,736 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $43,175,962 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $46,271,635 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $64,906,283 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $68,585,917 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,235,039 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $55,272,314 | PYOtherExpensesAmt |
| CY Other Expenses | $57,091,000 | CYOtherExpensesAmt |
| PY Total Expenses | $163,354,559 | PYTotalExpensesAmt |
| CY Total Expenses | $171,948,552 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $52,100,360 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,951,184 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,473,656,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,391,441,555 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $107,426,521 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $107,369,940 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,366,230,460 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,284,071,615 | 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 | $121,962,009 | ExpenseAmt |
| Grant | $46,271,635 | GrantAmt |
| Revenue | $90,209,562 | RevenueAmt |
| Desc | INSTRUCTION IN THE LIBERAL ARTS, SCIENCES AND RELATED FIELDS. SCHOLARSHIPS AND ALLOWANCES TO STUDENTS TO FURTHER THEIR EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,896,160 | ExpenseAmt |
| Revenue | $22,165,782 | RevenueAmt |
| Desc | AUXILIARY SERVICES INCLUDING RESIDENCE HALLS AND FOOD SERVICE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,956,714 | ExpenseAmt |
| Revenue | $2,355,649 | RevenueAmt |
| Desc | CONFERENCES AND PUBLIC SERVICE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $140,814,883 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | 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 | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 427 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2161 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tessie Skulski | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| DOUGLAS D HAWTHORNE | ||||||||||
| CHAIRMAN | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE WOOD KLINGER | ||||||||||
| SECRETARY | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOHN R HURD | ||||||||||
| TRUSTEE & TREASURER | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SHARON BELL | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| TED BENESKI | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| WALTER BROWN JR | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MILES C CORTEZ | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| WALTER R HUNTLEY JR | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| E CAREY JOULLIAN IV | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD R KANNWISCHER | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD M KLEBERG III | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN C KORBELL | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| OLIVER TW LEE | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN P MACH | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT S MCCLANE | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MELODY MEYER | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARSHALL B MILLER JR | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL F NEIDORFF | ||||||||||
| TRUSTEE & Vice CHAIRMAN | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS R SEMMES | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL H SMITH | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| L HERBERT STUMBERG JR | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| CLIFFORD BUCHHOLZ | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE HIXON | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| JESSICA WHITACRE THORNE | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| LISSA WALLS | ||||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Danny Anderson | ||||||||||
| President- appointed 5/29/2015 | 40.0 | 1.0 | Yes (X) | $233,049 | $0 | $105,579 | ||||
| Gary L Logan | ||||||||||
| Vice President-Finance | 39.0 | 1.0 | Yes (X) | $268,898 | $0 | $36,110 | ||||
| Michael Fischer | ||||||||||
| Vice President (interim president 1/2/15-5/31/15) | 40.0 | 1.0 | $283,594 | $0 | $40,490 | Yes (X) | ||||
| Charles White | ||||||||||
| Vice President | 40.0 | 0 | $219,508 | $0 | $39,175 | Yes (X) | ||||
| Michael Wilkins | ||||||||||
| Professor | 40.0 | 0 | $326,951 | $0 | $34,815 | Yes (X) | ||||
| Lisa Fields | ||||||||||
| Professor | 40.0 | 0 | $282,639 | $0 | $34,815 | Yes (X) | ||||
| David MacPherson | ||||||||||
| Professor | 40.0 | 0 | $221,952 | $0 | $38,457 | Yes (X) | ||||
| Shari Albright | ||||||||||
| Professor | 40.0 | 0 | $196,477 | $0 | $26,151 | Yes (X) | ||||
| Deli Yang | ||||||||||
| Professor | 40.0 | 0 | $184,558 | $0 | $29,360 | Yes (X) | ||||
| Dennis Ahlburg | ||||||||||
| Former President through 1/1/2015 (distinguished prof 1/2/15) | 40.0 | 0 | $826,938 | $0 | $38,382 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,044,564 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $423,334 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 121 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Maltz Construction Inc | ||||||
| 8634 Crownhill Blvd | San Antonio | TX | 78209 | CONSTRUCTION | $4,422,169 | |
| MARMON MOK LLP | ||||||
| 700 N ST MARYS | SAN ANTONIO | TX | 78205 | ARCHITECTURE | $1,385,618 | SUITE 1600 |
| JT VAUGHN CONSTRUCTION LLC | ||||||
| 10355 WESTPARK DRIVE | HOUSTON | TX | 77042 | CONSTRUCTION | $907,325 | |
| CAMBRIDGE ASSOCIATES LLC | ||||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT FEES | $665,000 | |
| Breda Construction Inc | ||||||
| 13138 VISTA DEL MUNDO | San Antonio | TX | 78216 | CONSTRUCTION | $507,479 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 49 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $5,709,468 | GovernmentGrantsAmt |
| All Other Contributions | $11,978,964 | AllOtherContributionsAmt |
| Noncash Contributions | $743,457 | NoncashContributionsAmt |
| Total Contributions | $17,688,432 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and Fees | 611600 | $90,209,562 | $90,209,562 |
| Residence Halls | 611600 | $14,360,745 | $14,360,745 |
| Food Service | 611600 | $7,805,037 | $7,805,037 |
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 | $112,375,344 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,386,135 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$338,476 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,724,611 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,095,456 | TotalRevenueColumnAmt |
| Exclusion | $4,095,456 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $57,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $37,950 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,050 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,050 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $19,050 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $361,353,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $343,470,672 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,882,328 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,882,328 | TotalRevenueColumnAmt |
| Exclusion | $17,882,328 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PROGRAM FEES | 611600 | $3,097,282 | $3,051,788 | $45,494 |
| CONFERENCES | 611600 | $2,355,649 | $2,355,649 | |
| WORKING INTERESTS | 900099 | $60 | $60 |
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 | $5,452,991 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,899,736 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $117,782,781 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$273,872 | UnrelatedBusinessRevenueAmt |
| Exclusion | $45,702,395 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,271,635 | TotalAmt |
| Program Services | $46,271,635 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,551,182 | TotalAmt |
| Program Services | $194,143 | ProgramServicesAmt |
| Management And General | $1,147,547 | ManagementAndGeneralAmt |
| Fundraising | $209,492 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,962,342 | TotalAmt |
| Program Services | $43,362,771 | ProgramServicesAmt |
| Management And General | $8,485,385 | ManagementAndGeneralAmt |
| Fundraising | $1,114,186 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,305,107 | TotalAmt |
| Program Services | $3,500,457 | ProgramServicesAmt |
| Management And General | $730,569 | ManagementAndGeneralAmt |
| Fundraising | $74,081 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,042,082 | TotalAmt |
| Program Services | $2,208,558 | ProgramServicesAmt |
| Management And General | $3,764,722 | ManagementAndGeneralAmt |
| Fundraising | $68,802 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,725,204 | TotalAmt |
| Program Services | $3,010,241 | ProgramServicesAmt |
| Management And General | $622,013 | ManagementAndGeneralAmt |
| Fundraising | $92,950 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,689,853 | TotalAmt |
| Program Services | $1,689,746 | ProgramServicesAmt |
| Management And General | $1,965,300 | ManagementAndGeneralAmt |
| Fundraising | $34,807 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,014 | TotalAmt |
| Management And General | $356,014 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,902 | TotalAmt |
| Management And General | $303,902 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,796,183 | TotalAmt |
| Management And General | $2,796,183 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,724,095 | TotalAmt |
| Program Services | $6,724,095 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,808,629 | TotalAmt |
| Program Services | $8,696,072 | ProgramServicesAmt |
| Management And General | $2,718,023 | ManagementAndGeneralAmt |
| Fundraising | $394,534 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,119,203 | TotalAmt |
| Program Services | $996,804 | ProgramServicesAmt |
| Management And General | $2,100,349 | ManagementAndGeneralAmt |
| Fundraising | $22,050 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,228,122 | TotalAmt |
| Program Services | $5,412,463 | ProgramServicesAmt |
| Management And General | $709,516 | ManagementAndGeneralAmt |
| Fundraising | $106,143 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,367,240 | TotalAmt |
| Program Services | $3,006,776 | ProgramServicesAmt |
| Management And General | $242,470 | ManagementAndGeneralAmt |
| Fundraising | $117,994 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,034,116 | TotalAmt |
| Program Services | $2,427,774 | ProgramServicesAmt |
| Management And General | $606,342 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,398,890 | TotalAmt |
| Program Services | $9,037,011 | ProgramServicesAmt |
| Management And General | $1,361,879 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $988,416 | TotalAmt |
| Management And General | $988,416 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other | Desc |
| Total | $4,276,337 | TotalAmt |
| Program Services | $4,276,337 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,948,552 | TotalAmt |
| Program Services | $140,814,883 | ProgramServicesAmt |
| Management And General | $28,898,630 | ManagementAndGeneralAmt |
| Fundraising | $2,235,039 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,681,997 | BOYAmt |
| EOY | $436,313 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,853,528 | BOYAmt |
| EOY | $24,091,424 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,239,964 | BOYAmt |
| EOY | $5,503,582 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,406,358 | BOYAmt |
| EOY | $16,997,797 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,026,500 | BOYAmt |
| EOY | $20,206,906 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,518 | BOYAmt |
| EOY | $424,519 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,043,789 | BOYAmt |
| EOY | $2,198,120 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $419,354,887 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $185,495,818 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,808,815 | BOYAmt |
| EOY | $233,859,069 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,248,265 | BOYAmt |
| EOY | $568,986,019 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,941,000 | BOYAmt |
| EOY | $177,957,079 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,011,247 | BOYAmt |
| EOY | $340,780,727 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,473,656,981 | BOYAmt |
| EOY | $1,391,441,555 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,137,829 | BOYAmt |
| EOY | $15,850,709 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,426,656 | BOYAmt |
| EOY | $3,196,557 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,140,726 | BOYAmt |
| EOY | $79,591,315 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,305,649 | BOYAmt |
| EOY | $6,225,043 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,415,661 | BOYAmt |
| EOY | $2,506,316 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,426,521 | BOYAmt |
| EOY | $107,369,940 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $548,943,526 | BOYAmt |
| EOY | $526,413,141 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,342,085 | BOYAmt |
| EOY | $168,991,131 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,944,849 | BOYAmt |
| EOY | $588,667,343 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,366,230,460 | BOYAmt |
| EOY | $1,284,071,615 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,473,656,981 | BOYAmt |
| EOY | $1,391,441,555 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,951,184 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$77,598,020 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$13,512,009 | 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 | $13,214,585 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,253,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,859,929 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,898,178 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,688,432 | CurrentTaxYearAmt |
| Total | $88,914,360 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,214,585 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,253,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,859,929 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,898,178 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,688,432 | CurrentTaxYearAmt |
| Total | $88,914,360 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $88,914,360 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,408,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,476,006 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,061,613 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,612,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,746,579 | CurrentTaxYearAmt |
| Total | $181,304,360 | 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 | $270,218,720 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $540,954,792 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.3290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.36 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
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) |
|---|---|---|
| Assets Included | $4,397,955 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $781,533,902 | BeginningYearBalanceAmt |
| Contributions | $5,911,988 | ContributionsAmt |
| Investment Earnings Or Losses | -$17,953,020 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,854,783 | GrantsOrScholarshipsAmt |
| Other Expenditures | $29,565,620 | OtherExpendituresAmt |
| Administrative Expenses | $3,393,385 | AdministrativeExpensesAmt |
| End Year Balance | $727,679,082 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $742,523,064 | BeginningYearBalanceAmt |
| Contributions | $16,383,769 | ContributionsAmt |
| Investment Earnings Or Losses | $61,096,669 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,060,868 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,082,139 | OtherExpendituresAmt |
| Administrative Expenses | $3,326,593 | AdministrativeExpensesAmt |
| End Year Balance | $781,533,902 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $611,751,991 | BeginningYearBalanceAmt |
| Contributions | $81,670,651 | ContributionsAmt |
| Investment Earnings Or Losses | $80,464,804 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,768,544 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,010,200 | OtherExpendituresAmt |
| Administrative Expenses | $1,585,638 | AdministrativeExpensesAmt |
| End Year Balance | $742,523,064 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $545,442,555 | BeginningYearBalanceAmt |
| Contributions | $3,278,866 | ContributionsAmt |
| Investment Earnings Or Losses | $89,719,982 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,156,497 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,966,522 | OtherExpendituresAmt |
| Administrative Expenses | $1,566,393 | AdministrativeExpensesAmt |
| End Year Balance | $611,751,991 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $589,642,399 | BeginningYearBalanceAmt |
| Contributions | -$378,877 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,216,539 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,831,358 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,019,053 | OtherExpendituresAmt |
| Administrative Expenses | $1,754,017 | AdministrativeExpensesAmt |
| End Year Balance | $545,442,555 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.44 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.35 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21 | 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 | $5,397,184 | OtherCostOrOtherBasisAmt |
| Book Value | $5,397,184 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $293,533,091 | OtherCostOrOtherBasisAmt |
| Depreciation | $99,065,581 | DepreciationAmt |
| Book Value | $194,467,510 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,043,553 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,788,794 | DepreciationAmt |
| Book Value | $15,254,759 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,076,323 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,525,868 | DepreciationAmt |
| Book Value | $8,550,455 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,304,736 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,115,575 | DepreciationAmt |
| Book Value | $10,189,161 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $233,859,069 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| hedge funds | $112,046,670 | F |
| private equity/venture capital | $30,484,814 | F |
| real estate | $21,904,637 | F |
| other alternative investments | $13,077,399 | F |
| mineral and surface interests | $443,559 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $177,957,079 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD IN TRUST BY OTHERS | Desc |
| Book Value | $340,780,727 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $340,780,727 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Actuarial Liability - Annuities Pay | Desc |
| Amt | $2,506,316 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,506,316 | 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 2016 OR 2015. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE UNCERTAIN TAX POSITION 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, 2016, 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 0 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, 2013. |
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 |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| 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 | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | RESEARCH & RECRUITING | $292,198 | ||
| Central America and the Caribbean | Program Services | RESEARCH & RECRUITING | $74,722 | ||
| East Asia and the Pacific | Program Services | RESEARCH & RECRUITING | $270,544 | ||
| Middle East and North Africa | Program Services | RESEARCH & RECRUITING | $9,000 | ||
| North America (Canada & Mexico only) | Program Services | RESEARCH & RECRUITING | $51,662 | ||
| South America | Program Services | RESEARCH & RECRUITING | $15,107 | ||
| South Asia | Program Services | RESEARCH & RECRUITING | $4,715 | ||
| Sub-Saharan Africa | Program Services | RESEARCH & RECRUITING | $4,356 | ||
| Central America and the Caribbean | Investments | $12,105,000 | 0 | 0 | |
| East Asia and the Pacific | Investments | $1,359,000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $14,186,304 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $14,186,304 | 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 | false | BoycottCountriesInd |
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 | 2038 | $44,190,659 |
| GRADUATE SCHOLARSHIPS | 169 | $2,080,976 |
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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dennis Ahlburg | ||||||||||||||
| Former President through 1/1/2015 (distinguished prof 1/2/15) | $325,637 | $0 | $0 | $0 | $501,301 | $0 | $26,857 | $0 | $11,525 | $0 | $865,320 | $0 | $350,000 | $0 |
| Danny Anderson | ||||||||||||||
| President- appointed 5/29/2015 | $231,488 | $0 | $0 | $0 | $1,561 | $0 | $98,506 | $0 | $7,073 | $0 | $338,628 | $0 | $0 | $0 |
| Gary L Logan | ||||||||||||||
| Vice President-Finance | $250,898 | $0 | $0 | $0 | $18,000 | $0 | $26,857 | $0 | $9,253 | $0 | $305,008 | $0 | $0 | $0 |
| Michael Fischer | ||||||||||||||
| Vice President (interim president 1/2/15-5/31/15) | $261,586 | $0 | $0 | $0 | $22,008 | $0 | $28,364 | $0 | $12,126 | $0 | $324,084 | $0 | $0 | $0 |
| Charles White | ||||||||||||||
| Vice President | $215,150 | $0 | $0 | $0 | $4,358 | $0 | $22,372 | $0 | $16,803 | $0 | $258,683 | $0 | $0 | $0 |
| Michael Wilkins | ||||||||||||||
| Professor | $310,147 | $0 | $0 | $0 | $16,804 | $0 | $26,857 | $0 | $7,958 | $0 | $361,766 | $0 | $0 | $0 |
| Lisa Fields | ||||||||||||||
| Professor | $282,639 | $0 | $0 | $0 | $0 | $0 | $26,857 | $0 | $7,958 | $0 | $317,454 | $0 | $0 | $0 |
| David MacPherson | ||||||||||||||
| Professor | $221,852 | $0 | $0 | $0 | $100 | $0 | $22,542 | $0 | $15,915 | $0 | $260,409 | $0 | $0 | $0 |
| Shari Albright | ||||||||||||||
| Professor | $196,377 | $0 | $0 | $0 | $100 | $0 | $19,995 | $0 | $6,156 | $0 | $222,628 | $0 | $0 | $0 |
| Deli Yang | ||||||||||||||
| Professor | $184,558 | $0 | $0 | $0 | $0 | $0 | $18,763 | $0 | $10,597 | $0 | $213,918 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part II, Column (B)(i) Base Compensation | Dennis Ahlburg's base salary represents payments for services as a distinguished professor of the university. |
| 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 PLAN IS OFFERED TO THE PRESIDENT AND VICE PRESIDENT LEVEL EMPLOYEES. DURING THE YEAR A DISBURSEMENT OF $483,132 WAS MADE from the 457(f) plan to PLAN PARTICIPANT Dennis Ahlburg. A 457(f) Plan deferral was made of $75,000 for Danny Anderson. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| SAN ANTONIO TX HIGHER ED | ||||||||
| A | 521351505 | 796247BA1 | 2011-06-29 | $20,316,444 | REFUNDING AND CAPITAL IMPROVEMENT | false | false | false |
| SAN ANTONIO TX HIGHER ED | ||||||||
| B | 521351505 | 796247BB9 | 2014-01-07 | $50,472,343 | CAPITAL IMPROVEMENT | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,940,000 | $20,316,444 | $316,168 | $20,000,276 | 1995 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $815,000 | $50,472,343 | $467,982 | 2014 | false | false | Yes (true) | Yes (true) | $50,004,361 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.0 | false | false | Yes (true) |
| B | false | false | false | false | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd |
|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | Yes (true) | |
| B | false | false | false | false | false | Yes (true) | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $713,457 | 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 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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 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 CONDUCTING AN ANNUAL PERFORMANCE EVALUATION. THE COMPENSATION COMMITTEE IS COMPRISED OF SELECTED BOARD MEMBERS WITHOUT CONFLICT OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS. THE COMMITTEE USED AN INDEPENDENT COMPENSATION CONSULTANT, AND COMPARED THE PRESIDENT'S SALARY AND BENEFITS TO A GROUP OF SIMILARLY SITUATED PRIVATE UNIVERSITIES. 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 COMMITTEE USED AN INDEPENDENT COMPENSATION CONSULTANT AND COMPARED EACH VICE PRESIDENT'S SALARY AND BENEFITS TO A GROUP OF SIMILARY SITUATED PRIVATE UNIVERSITIES. THE COMPENSATION COMMITTEE KEEPS CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. |
| 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 - -74653; GRETCHEN NORTHRUP FOUNDATION: FUND BALANCE- SEPARATELY FILED FORM 990 - -13437356; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRETCHEN NORTHRUP FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TRINITY PLACE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746294095 | EIN |
| Primary Activities | SUPPORT UNIV. | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3 | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 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 UNIV. | TX | NA | Trust | false |
| TRINITY POOLED INCOME FUND | |||||||||
| ONE TRINITY PLACE | SAN ANTONIO | TX | 78212 | 746178316 | SUPPORT UNIV. | 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 NORTHRUP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $327,472 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |