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Nonprofiteer
← TRINITY UNIVERSITY

Form 990 for tax year 2023

Filed by TRINITY UNIVERSITY.

Totals

Total revenue
$338,672,360
Total expenses
$271,034,747
Contributions and grants received
$56,014,227
Grants paid
$79,902,737
Program services expenses (Part IX)
$221,104,068
Management and general expenses
$45,704,206
Fundraising expenses
$4,226,473
Program service expenses (Part III)
$221,104,068

Program services were 81.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Erin Baker

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jeffrey Mueller

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Steven Mach

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ted Beneski

    CHAIR (Beg 05/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Annell Bay

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • April Ancira

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Christopher Kinsey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Cydney Donnell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Darsh Singh

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Dr Shari Becker Albright

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • E Carey Joullian IV

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Gen James T Hill

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Janet St Clair Dicke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jelynne L Jamison

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jessica Thorne

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jim Freeman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John Brozovich

    TRUSTEE (09/23)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • John C Korbell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John Thornton

    TRUSTEE (09/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Katherine Klinger

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • L Herbert Stumberg Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Marshall A Hess

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Melody Meyer

    TRUSTEE (End 05/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michael Lynd Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Miles C Cortez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Nadia Islam

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Nicholas R Severino

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Oliver Lee

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Pat Semmes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Richard Kannwischer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ruth Agather

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sally Deitch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Scott Tinker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Stephen Butt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Thomas Evans

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Thomas Schluter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • William Scanlan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Gary L Logan

    VP Finance and Administration

    Total calculated
    $611,676
    From this org
    $552,749
    From related orgs
    $0
    Other
    $58,927
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $326,203
    Bonus
    $198,254
    Other
    $28,292
    Deferred
    $35,933
    Nontaxable benefits
    $22,994
    Filer's total
    $611,676

  • Vanessa B Beasley

    President

    Total calculated
    $767,581
    From this org
    $607,760
    From related orgs
    $0
    Other
    $159,821
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $574,052
    Bonus
    $30,000
    Other
    $3,708
    Deferred
    $133,000
    Nontaxable benefits
    $26,821
    Filer's total
    $767,581

  • Craig Crow

    Chief Investment Officer

    Total calculated
    $1,017,554
    From this org
    $907,597
    From related orgs
    $0
    Other
    $109,957
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $504,929
    Bonus
    $380,000
    Other
    $22,668
    Deferred
    $83,000
    Nontaxable benefits
    $26,957
    Filer's total
    $1,017,554

  • Eric Maloof

    VP Enrollment Mgmt

    Total calculated
    $547,216
    From this org
    $492,177
    From related orgs
    $0
    Other
    $55,039
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $279,006
    Bonus
    $175,997
    Other
    $37,174
    Deferred
    $31,032
    Nontaxable benefits
    $24,007
    Filer's total
    $547,216

  • Erika Robinson

    General Counsel

    Total calculated
    $399,196
    From this org
    $363,212
    From related orgs
    $0
    Other
    $35,984
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,244
    Bonus
    $127,740
    Other
    $228
    Deferred
    $23,921
    Nontaxable benefits
    $12,063
    Filer's total
    $399,196

  • Frank Guerra

    VP for Strategic Communications and Marketing

    Total calculated
    $256,144
    From this org
    $234,773
    From related orgs
    $0
    Other
    $21,371
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,231
    Bonus
    $0
    Other
    $1,542
    Deferred
    $0
    Nontaxable benefits
    $21,371
    Filer's total
    $256,144

  • Megan Mustain

    Provost and VP for Academic Affairs

    Total calculated
    $495,488
    From this org
    $451,346
    From related orgs
    $0
    Other
    $44,142
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $278,978
    Bonus
    $168,000
    Other
    $4,368
    Deferred
    $28,653
    Nontaxable benefits
    $15,489
    Filer's total
    $495,488

  • Michael Bacon

    VP Alumni Relations and Development

    Total calculated
    $593,601
    From this org
    $536,180
    From related orgs
    $0
    Other
    $57,421
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $325,245
    Bonus
    $194,345
    Other
    $16,590
    Deferred
    $33,000
    Nontaxable benefits
    $24,421
    Filer's total
    $593,601

  • Alison Hermann

    Investment Manager

    Total calculated
    $284,384
    From this org
    $265,371
    From related orgs
    $0
    Other
    $19,013
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,132
    Bonus
    $80,000
    Other
    $239
    Deferred
    $18,513
    Nontaxable benefits
    $500
    Filer's total
    $284,384

  • David Macpherson

    EM Stevens Professor Of Economics

    Total calculated
    $325,050
    From this org
    $275,142
    From related orgs
    $0
    Other
    $49,908
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,558
    Bonus
    $0
    Other
    $1,584
    Deferred
    $28,230
    Nontaxable benefits
    $21,678
    Filer's total
    $325,050

  • Marcia Watson

    Jesse H Jones Professor of Business

    Total calculated
    $297,296
    From this org
    $259,242
    From related orgs
    $0
    Other
    $38,054
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,210
    Bonus
    $0
    Other
    $1,032
    Deferred
    $26,293
    Nontaxable benefits
    $11,761
    Filer's total
    $297,296

  • Mike Fischer

    Janet S Dicke Professor in Public Humanities

    Total calculated
    $309,133
    From this org
    $272,005
    From related orgs
    $0
    Other
    $37,128
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,151
    Bonus
    $0
    Other
    $1,854
    Deferred
    $27,767
    Nontaxable benefits
    $9,361
    Filer's total
    $309,133

  • Robert Scherer

    Dean: Neidorff School of Business

    Total calculated
    $346,995
    From this org
    $302,021
    From related orgs
    $0
    Other
    $44,974
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,299
    Bonus
    $0
    Other
    $1,722
    Deferred
    $30,725
    Nontaxable benefits
    $14,249
    Filer's total
    $346,995

  • Sheryl Tynes

    Former Key Employee

    Total calculated
    $346,281
    From this org
    $327,150
    From related orgs
    $0
    Other
    $19,131
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,810
    Bonus
    $130,930
    Other
    $16,410
    Deferred
    $16,843
    Nontaxable benefits
    $2,288
    Filer's total
    $346,281

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Housing allowance or residence for personal use
AS A CONDITION OF EMPLOYMENT, THE UNIVERSITY PROVIDES HOUSING TO THE PRESIDENT AND CERTAIN EXECUTIVE EMPLOYEES. AN APPROPRIATE AMOUNT IS INCLUDED IN COMPENSATION, BASED ON ESTIMATED FAIR RENTAL VALUE, AND REPORTED ON FORM W-2.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
CLUB MEMBERSHIPS ARE PERMITTED FOR BUSINESS USE ONLY FOR THE PRESIDENT AND VICE PRESIDENT FOR ALUMNI RELATIONS AND DEVELOPMENT. NO AMOUNTS ARE INCLUDED IN INCOME, AS ONLY BUSINESS USE IS PERMITTED.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
TRINITY UNIVERSITY'S 457(F) PLAN IS OFFERED TO THE PRESIDENT AND EXECUTIVE TEAM MEMBERS. SECTION 457(F) NON-QUALIFIED PLAN: PAID/DEFERRED Vanessa B. Beasley $0 /$100,000 Craig Crow $0/$50,000
Schedule J, Part I, Line 7 Non-fixed payments
In order to retain key talent, Trinity University maintains an incentive plan for its President and Investment Office. The incentive plan includes a provision allowing for additional compensation if specific criteria are met or performance thresholds are achieved.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
9 April 2025
IRS schema version
2023v6.0
Source object
202540989349302104

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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