2017-04-17T17:00:10-05:00 2016-05-31 350921680 CROWE HORWATH LLP 750 N St Paul Suite 850 Dallas TX 75201 990 2015-06-01 741109633 Trinity University TRIN 2109998065 1 Trinity Pl San Antonio TX 78212 Gary L Logan VP Finance 2017-04-17 true Rachel Spurlock P00520729 2147775200 2015 2021-01-29 14:40:06Z DANNY ANDERSON 1 Trinity Pl San Antonio TX 78212 524408358 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. 25 25 2161 0 -273872 -520791 18898178 17688432 107323021 112375344 73140508 41268463 16093212 9567497 215454919 180899736 43175962 46271635 0 64906283 68585917 0 2235039 55272314 57091000 163354559 171948552 52100360 8951184 1473656981 1391441555 107426521 107369940 1366230460 1284071615 TRINITY UNIVERSITY IS AN INDEPENDENT CO-EDUCATIONAL UNIVERSITY WHOSE MISSION IS EXCELLENCE IN THE INTERRELATED AREAS OF TEACHING, RESEARCH AND SERVICES. false false 121962009 46271635 90209562 INSTRUCTION IN THE LIBERAL ARTS, SCIENCES AND RELATED FIELDS. SCHOLARSHIPS AND ALLOWANCES TO STUDENTS TO FURTHER THEIR EDUCATION. 15896160 22165782 AUXILIARY SERVICES INCLUDING RESIDENCE HALLS AND FOOD SERVICE. 2956714 2355649 CONFERENCES AND PUBLIC SERVICE. 140814883 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 427 0 true 2161 true true true false false false true true true true false false false false X 25 25 true false false false false false false true true false false true true true true true true true true true false X X X Tessie Skulski 2109998065 1 Trinity Pl San Antonio TX 78212 DOUGLAS D HAWTHORNE CHAIRMAN 1.0 1.0 X X 0 0 0 KATHERINE WOOD KLINGER SECRETARY 1.0 1.0 X X 0 0 0 JOHN R HURD TRUSTEE & TREASURER 1.0 1.0 X X 0 0 0 SHARON BELL TRUSTEE 1.0 1.0 X 0 0 0 TED BENESKI TRUSTEE 1.0 1.0 X 0 0 0 WALTER BROWN JR TRUSTEE 1.0 1.0 X 0 0 0 MILES C CORTEZ 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 1.0 X 0 0 0 STEVEN P MACH TRUSTEE 1.0 1.0 X 0 0 0 ROBERT S MCCLANE TRUSTEE 1.0 1.0 X 0 0 0 MELODY MEYER TRUSTEE 1.0 1.0 X 0 0 0 MARSHALL B MILLER JR TRUSTEE 1.0 1.0 X 0 0 0 MICHAEL F NEIDORFF TRUSTEE & Vice CHAIRMAN 1.0 1.0 X 0 0 0 THOMAS R SEMMES TRUSTEE 1.0 1.0 X 0 0 0 PAUL H SMITH TRUSTEE 1.0 1.0 X 0 0 0 L HERBERT STUMBERG JR TRUSTEE 1.0 1.0 X 0 0 0 CLIFFORD BUCHHOLZ TRUSTEE 1.0 1.0 X 0 0 0 GEORGE HIXON TRUSTEE 1.0 1.0 X 0 0 0 JESSICA WHITACRE THORNE TRUSTEE 1.0 1.0 X 0 0 0 LISSA WALLS TRUSTEE 1.0 1.0 X 0 0 0 Danny Anderson President- appointed 5/29/2015 40.0 1.0 X 233049 0 105579 Gary L Logan Vice President-Finance 39.0 1.0 X 268898 0 36110 Michael Fischer Vice President (interim president 1/2/15-5/31/15) 40.0 1.0 X 283594 0 40490 Charles White Vice President 40.0 0 X 219508 0 39175 Michael Wilkins Professor 40.0 0 X 326951 0 34815 Lisa Fields Professor 40.0 0 X 282639 0 34815 David MacPherson Professor 40.0 0 X 221952 0 38457 Shari Albright Professor 40.0 0 X 196477 0 26151 Deli Yang Professor 40.0 0 X 184558 0 29360 Dennis Ahlburg Former President through 1/1/2015 (distinguished prof 1/2/15) 40.0 0 X 826938 0 38382 3044564 0 423334 121 true true true Maltz Construction Inc 8634 Crownhill Blvd San Antonio TX 78209 CONSTRUCTION 4422169 MARMON MOK LLP 700 N ST MARYS SUITE 1600 SAN ANTONIO TX 78205 ARCHITECTURE 1385618 JT VAUGHN CONSTRUCTION LLC 10355 WESTPARK DRIVE HOUSTON TX 77042 CONSTRUCTION 907325 CAMBRIDGE ASSOCIATES LLC 125 HIGH STREET BOSTON MA 02110 INVESTMENT FEES 665000 Breda Construction Inc 13138 VISTA DEL MUNDO San Antonio TX 78216 CONSTRUCTION 507479 49 5709468 11978964 743457 17688432 Tuition and Fees 611600 90209562 90209562 Residence Halls 611600 14360745 14360745 Food Service 611600 7805037 7805037 0 0 0 0 112375344 23386135 -338476 23724611 4095456 4095456 57000 37950 19050 0 19050 19050 361353000 343470672 17882328 0 17882328 17882328 PROGRAM FEES 611600 3097282 3051788 45494 CONFERENCES 611600 2355649 2355649 WORKING INTERESTS 900099 60 60 0 0 0 0 5452991 180899736 117782781 -273872 45702395 46271635 46271635 1551182 194143 1147547 209492 52962342 43362771 8485385 1114186 4305107 3500457 730569 74081 6042082 2208558 3764722 68802 3725204 3010241 622013 92950 3689853 1689746 1965300 34807 356014 356014 303902 303902 2796183 2796183 6724095 6724095 0 0 11808629 8696072 2718023 394534 3119203 996804 2100349 22050 6228122 5412463 709516 106143 3367240 3006776 242470 117994 3034116 2427774 606342 10398890 9037011 1361879 988416 988416 Other 4276337 4276337 0 0 0 0 171948552 140814883 28898630 2235039 2681997 436313 52853528 24091424 4239964 5503582 5406358 16997797 0 0 21026500 20206906 395518 424519 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1566393 611751991 589642399 -378877 -11216539 7831358 23019053 1754017 545442555 0.44 0.35 0.21 false false 5397184 5397184 293533091 99065581 194467510 29043553 13788794 15254759 40076323 31525868 8550455 51304736 41115575 10189161 233859069 hedge funds 112046670 F private equity/venture capital 30484814 F real estate 21904637 F other alternative investments 13077399 F mineral and surface interests 443559 F 177957079 FUNDS HELD IN TRUST BY OTHERS 340780727 340780727 Actuarial Liability - Annuities Pay 2506316 2506316 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 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. true true true true true true true false 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) Program Services RESEARCH & RECRUITING 292198 Central America and the Caribbean Program Services RESEARCH & RECRUITING 74722 East Asia and the Pacific Program Services RESEARCH & RECRUITING 270544 Middle East and North Africa Program Services RESEARCH & RECRUITING 9000 North America (Canada & Mexico only) Program Services RESEARCH & RECRUITING 51662 South America Program Services RESEARCH & RECRUITING 15107 South Asia Program Services RESEARCH & RECRUITING 4715 Sub-Saharan Africa Program Services RESEARCH & RECRUITING 4356 Central America and the Caribbean 0 0 Investments 12105000 East Asia and the Pacific 0 0 Investments 1359000 0 0 0 0 0 0 14186304 0 14186304 true false true true true false true UNDERGRADUATE scholarships 2038 44190659 GRADUATE SCHOLARSHIPS 169 2080976 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 false false Dennis Ahlburg Former President through 1/1/2015 (distinguished prof 1/2/15) 325637 0 0 0 501301 0 26857 0 11525 0 865320 0 350000 0 Danny Anderson President- appointed 5/29/2015 231488 0 0 0 1561 0 98506 0 7073 0 338628 0 0 0 Gary L Logan Vice President-Finance 250898 0 0 0 18000 0 26857 0 9253 0 305008 0 0 0 Michael Fischer Vice President (interim president 1/2/15-5/31/15) 261586 0 0 0 22008 0 28364 0 12126 0 324084 0 0 0 Charles White Vice President 215150 0 0 0 4358 0 22372 0 16803 0 258683 0 0 0 Michael Wilkins Professor 310147 0 0 0 16804 0 26857 0 7958 0 361766 0 0 0 Lisa Fields Professor 282639 0 0 0 0 0 26857 0 7958 0 317454 0 0 0 David MacPherson Professor 221852 0 0 0 100 0 22542 0 15915 0 260409 0 0 0 Shari Albright Professor 196377 0 0 0 100 0 19995 0 6156 0 222628 0 0 0 Deli Yang Professor 184558 0 0 0 0 0 18763 0 10597 0 213918 0 0 0 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. 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 1940000 20316444 316168 20000276 1995 true false true true B 815000 50472343 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 1 30000 Market value X 12 713457 Market value 1 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - : NUMBER OF CONTRIBUTIONS RECEIVED 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; GRETCHEN NORTHRUP FOUNDATION ONE TRINITY PLACE SAN ANTONIO TX 78212 746294095 SUPPORT UNIV. TX 501(c)(3 NA 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 false false false false false false false false false false false false false false false false GRETCHEN NORTHRUP FOUNDATION C 327472 COST