President’s Report to Alumnae Reunion: June 1, 20131

Trinity Quick Facts 2013

ENROLLMENT

• 2,660 students enrolled in degree programs in four academic units:

– CAS: College of Arts & Sciences (Trinity College) full-time undergraduate women

– SPS: School of Professional Studies, part-time working professionals, coed, all degrees

– NHP: School of Nursing and Health Professions, coed, all degrees

– EDU: School of Education, coed, graduate degrees• 14,000 alumnae and alumni• 1000 undergraduate women in the College of Arts

and Sciences• 250 resident students/300 maximum housing

capacity currently• 90% African American, Latina, International

students• 70% Pell Grant Recipients

TOP MAJOR PROGRAMS

Undergraduate:Human Relations Criminal JusticeNursing CommunicationsBusiness Administration International AffairsPsychology Biology

Graduate:Business Administration EducationCommunication CounselingInternational Security School Leadership

TUITION AND FINANCIAL AID

• $20,970 full-time undergraduate tuition (Fall 13)• $31,591 total full-time undergraduate cost/tuition-

room-board-fees• 40% discount rate (average Trinity grant of $8,000)• $520 per credit hour SPS undergraduate tuition• $670 per credit hour Nursing (NHP) tuition• $700 per credit hour graduate tuition• $740per credit hour MBA program

FINANCES

• $35 million budget for Fiscal 2013• $12 million endowment• 60% of budget = personnel costs• $1 million Annual Fund in Fiscal 2012• $15 million outstanding debt• All debt covenants met

HUMAN RESOURCES

• 75 full-time faculty and instructional staff• 172 adjunct faculty• 185 staff employees• $68,500 average 10-month faculty salary

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Trinity Achievements2012-2013

• 2,660 Enrollment!• 1000+ in Trinity’s women’s college!• New Programs: Occupational Therapy, Forensic Science

• Trinity Academic Center building design process underway• Second Century Campaign now @ $11.5 million

cash/pledges!

• Conway Scholarships for Nursing Students• Partnerships: KIPP, Cristo Rey Network

• New Elevators in Main Hall!• New Restrooms on the Marble Corridor!

• Strong Financial Foundation for Trinity’s Future!

Higher Education in 2013:Disruption and Change

How is Trinity responding to these forces?

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ACCESS

AGINGFACULTY

National Center for Education Statistics: Forecast for Significant Demographic Changes in Enrollments in Higher Education

Projected Rates for College Enrollment Increases Nationally by 2021:• Race and Ethnicity

• 42% Hispanic• 25% African American• 20% Asian• 4% White

• Age:• 25% increase in students over-35 • 20% increase in students age 25-35• 10% increase in students age 18-24

• Gender:• 18% increase in women• 10% increase in men

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In the last 25 yearsTrinity has adapted

to this changing environmentwith creativity and

bold strategic plans…

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Trinity Mission Statement

Trinity is a comprehensive university offering a broad range of educational programs that prepare students across the lifespan for the intellectual, ethical and spiritual dimensions of contemporary work, civic and family life.

Trinity’s core mission values and characteristics emphasize:

Commitment to the Education of Women in a particular way through the design and pedagogy of the historic undergraduate women’s college, and by advancing principles of equity, justice and honor in the education of women and men in all other programs;

Foundation for Learning in the Liberal Arts through the curriculum design in all undergraduate degree programs and through emphasis on the knowledge, skills and values of liberal learning in all graduate and professional programs;

Integration of Liberal Learning with Professional Preparation through applied and experiential learning opportunities in all programs;

Grounding in the mission of the Sisters of Notre Dame de Namur and the Catholic tradition, welcoming persons of all faiths, in order to achieve the larger purposes of learning in the human search for meaning and fulfillment.

We come together around a shared mission, vision and goals for Trinity…

STRATEGICENROLLMENT

GOAL(Goal 1)

BASELINE5-YEAR

FINANCIAL MODEL(Goal 2)

CAPITALCAMPAIGN

PLAN(Goal 2)

PROGRAMS(Goal 3)

TECHNOLOGY(Goal 4)

PEOPLECAPACITY(Goals 5-6)

SERVICEREPUTATION

INTELLECTUAL OUTPUT

(Goals 7-8-9)

FACILITIES(Goal 10)

STRATEGIC PLANNING DESIGN

Enrollment Drivers Financial Drivers

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COLLEGE OFARTS & SCIENCES--------------------------------------------• WOMEN’S COLLEGE• WEEKDAY/FULL-TIME• LIBERAL ARTS • BACCALAUREATE• ATHLETICS • CO-CURRICULAR LEARNING PROGRAMS

SCHOOL OFEDUCATION-------------------------------------------------• TEACHER PREP, SCHOOL

ADMIN AND COUNSELING PROGRAMS• COEDUCATIONAL• EVENING AND WEEKEND• POSTGRADUATE

PROFESSIONAL DEVELOPMENT PROGRAMS

SCHOOL OF PROFESSIONALSTUDIES -----------------------------------• PROFESSIONAL PROGRAMS FOR WORKING STUDENTS• COEDUCATIONAL• EVENING AND WEEKEND• ON AND OFF-SITE• ONLINE AND CLASSROOM

SCHOOL OF NURSING AND HEALTH PROFESSIONS________________________• COED• NURSING BAC +

MASTERS• OT, PT, OTHER

TRINITY STRATEGIC PARADIGM

HEADCOUNTS Fall 1900 TO 2012

0

200

400

600

800

1000

1200

1400

1600

1800

2000

2200

2400

2600

1900190119021903191419171919192019481949195019511952195319541955195619571958195919601961196219631964196519661967196819691970197119721973197419751976197719781979198019811982198319841985198619871988198919901991199219931994199519961997199819992000200120022003200420052006200720082009201020112012

CAS EDU SPS NHP10

11

FALL ENROLLMENT HEADCOUNTS SINCE FALL 2001

423 505 551 519 526 560 631 640808

957 996 1038409

476 404 472 436 352 325 312

333

378427 434

495

664 682 668 656 693 684 784

893

970927

944

248205

0

200

400

600

800

1000

1200

1400

1600

1800

2000

2200

2400

2600

2800

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

CAS EDU SPS NHP

1327

1645 1637 1659 1618 1605 16401736

NUMBER OF STUDENTS

2034

2305

2555

2664

1211

13

0100

200300

400500600

700800

90010001100

12001300

140015001600

17001800

190020002100

22002300

24002500

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

20101999: MILLHISER CHALLENGE FOR TRINITY CENTER

2001: KRESGE CHALLENGE

2004: Centennial Campaign Concludes @ $12.2 million

2000:BOND ISSUE GROUNDBREAKINGCENTENNIAL ENDS

2003: TRINITY CENTER OPENS

2007: CAS NEW FIRST YEAR AND GEN ED

2004:“UNIVERSITY” BECOMES PART OF TRINITY’S NAME

2000: STRATEGIC PLAN “BEYOND TRINITY 2000” REORGANIZES TRINITY INTO THREE ACADEMIC UNITS

2000: DC TAGDC CAP

2010: Academic Center Concept Design

2006: NURSING PROGRAM BEGINS

2006: STRATEGIC PLAN ‘ACHIEVING TRINITY 2010” DRIVES PROGRAMMATIC EXPANSION

Middle States Reaccreditation

NCATE first accreditation

DC BON/CCNE accredit

KEY FACTORS SUPPORTING TRINITY’S GROWTH SINCE 1999

2007-2010: OTHER NEW PROGRAM ELEMENTS: CRIMINAL JUSTICE, ISS, MOODLE PLATFORM XPANSION OF HYBRID OFFERINGS

2010: SCHOOL OF NURSIN G AND HEALTH PROFESSIONSLAUNCHED

2002: START MODERNIZATION OF FINANCIAL SYSTEMS, IMPROVED FINANCIAL MANAGEMENT, CONVERSION OF INFORMATION PLATFORM

SP13F13

SP14F14

SP15F15

SP16F16

SP17F17

SP18F18

0

500

1000

1500

2000

2500

3000

3500

Strategic Enrollment Growth Volume and Rates 2012-2015

CAS SPS NHP EDU

2949 2923

2728

2437 2565 24842697 2641

2835

30552900

9%

5%

0% 5%

33% growth projected 2013-2019

14

3241

6%

15

16

6,512 7,910 8,952

10,28811,717

13,6053,281

3,7033,935

4,114

4,294

4,4457,840

8,532

9,9431,979

1,879

2,036

0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

40,000

45,000

2011 2012 2013

Expenses FY11-FY12-FY13

InterestAuxiliariesInstitutionalFacilitiesStuSvcsInst + AcadDiscount

Trinity Budget Expenses FY 2013(in thousands)

Other

6398, 18%

DEPRECIATION

1,080, 3%

SECURITY

1,505, 4%

UTILITIES

1,605, 4%

PLANT

3,215, 9%

OTHER

3,253, 9%

TRAVEL

116, 0%

FOOD SVC, 910, 3%

PROGRAM

SUPPLIES

208, 1%

PRINT/COPY

251, 1%

SHUTTLE

279, 1%

INSURANCE

368, 1%

ADVERTISING

465, 1%

DEBT SVC

548, 2%

SALARIES AND BENEFITS,

21,864, 61%

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Return on Net Assets

Net Income Ratio Cushion Ratio Annual Operating Margin

Tuition Discount0%

5%

10%

15%

20%

25%

30%

35%

40%

Trinity Performance on Select Financial Indicators FY 2010-2012 with Benchmarks

TrinityFY10TrinityFY11TrinityFY12Benchmark

In all categories Trinity performs significantly better than the benchmark. For the first four categories, being higher than the benchmark is good. For the last category on the right, the tuition discount, being below the benchmark is good.

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Trinity Balance Sheet 1995 - 2013 Fiscal Years0

20,0

00,0

0040

,000

,000

60,0

00,0

0080

,000

,000

1995 2000 2005 2010 2011 2012 2013*

Liabilities Net Assets19

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All Trinity Degrees By School and By Degree Level2010-2011 and 2011-2012 and 2012-2013August, December and May Completers

98 121 113

30

61 60

164

181156

99

103114

15 14 9

185242

206

191

210

228

0

50

100

150

200

250

300

350

400

450

500

2011

2012

2013

2011

2012

2013

MastersBaccalaureate

AAEDU

SPSNHPCAS

391 391

466 466443 443

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2012-2013 Trinity Degrees By School By Major

0

10

20

30

40

50

60

AA

BA

/BS

BU

A

BA

HR

L

BA

PS

YC

BA

/BS

CJ

BA

INA

F

BA

CO

M

BS

BIO

BA

EN

G

BA

PS

C

BA

HIS

BS

CH

E

BA

EC

ON

BA

GE

N S

T

BS

MA

TH

BS

ISY

S

BA

SO

C

BS

EX

C

BS

BC

H

BA

ED

U

BS

N

MB

A

MS

A

MA

CO

M

MA

ISS

MA

T

MS

A E

DA

D

MA

CO

UN

ME

D

EDU 13

SPS 13NHP 13

CAS 13

443 Graduates, 448 Majors

Survey of Recent Graduates 2002-2012: Most are Pursuing More Education

• 60% enrolled in graduate school• 31% have completed a grad degree and 23%

are still enrolled in grad school• Grad Schools include:

– Georgetown - U. of Pennsylvania– GWU - London School of Economics– Hopkins - Howard U.– American U - Drexel U.– Howard U - TRINITY

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Survey of Recent Graduates: Employment Overview

• 90% working or in grad school one year after graduation• Those not working or in grad school caring for families or

pursuing other interests• Across 10 years 85% employed or in grad school, others

caring for families or retired• Most employed in occupations related to majors• Top fields of work include Government, Healthcare,

Nonprofits, Education (K-12), Business and Communication

• Starting salaries averaged $40,000-$50,000• 10 years out salaries avg $50,000-$60,000

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Survey of Recent Graduates: Most Important Skills Acquired at Trinity• Written Communication Skills – 92%• Critical Thinking Skills – 81%• Oral Communication Skills – 71%• Honesty and Integrity – 64%• Strong Work Ethic – 61%• Interpersonal Skills – 60%• Research Skills – 58%• Problem Solving, Teamwork – 53%

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Some comments from recent grads:• I feel that the degree I received at Trinity is invaluable. I feel that I made the right decision to attend

Trinity both for undergraduate and graduate. I had a rewarding experience.

• Love, Love, Love. I even came back for grad school years later. There is honestly nothing like Trinity to me

• I loved my time at Trinity. I love my Trinity degree. I believe that I am a better person because of my degree. I understand the value of my decisions and how they affect my environment and others. I understand the importance of social justice, even in 2013.

• A college degree is now almost always required in my field. I would not have been able to increase my earning potential without my Trinity degree.

• I enjoyed my work @ Trinity; if it weren't for Trinity, I'd still be taking classes @ geo. Mason part time, hoping to graduate someday.

• My degree has opened many doors for me and empowered me to go as far professionally as i choose, but my degree and my time at Trinity also reminded me that i am responsible for my community.

• Nursing program was wonderful the professors are really loving and dedicated to the students

• I value my nine years of work at Trinity and believe it is extremely relevant to my work at my law firm job. The academic environment was deeply supportive and the teachers were excellent. Even though I was older, I value this part of my life so much and believe it has made me a more diverse and evolved human being.

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26View of Trinity Academic Center from Main Hall Front Lawn

Building Trinity’s Future: The Trinity Academic Center

TRINITY ACADEMIC CENTER ZONE

TRINITY HISTORIC BUILDING ZONE

TRINITY HOUSING ZONE

TRINITY GREEN ZONE

LIBRARY

SCIENCE

SITE FOR NEW ACADEMIC CENTER

1900

1904 1910

1924

1929

1941

1963

1958

1965

2002

MAIN HALLALUMNAE HALL NOTRE DAME CHAPEL

TRINITY CENTER

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The Trinity Academic CenterThe creation of the Trinity Academic Center will ensure Trinity’s long-term academic excellence by supporting Trinity’s key academic objectives:

• Contemporary academic classrooms and laboratories are essential to support 21st Century curricula and pedagogy across many disciplines;

• Competition for top students and faculty today depends heavily upon the quality and modernity of academic facilities;

• Creativity in the modern academic environment demands state-of-the- technology and lab equipment which places significant demands on the infrastructure --- electrical, structural, mechanical, air handling, environmental controls --- requiring new or upgraded systems throughout.

• Convenience, access and safety are all high priorities for contemporary students and faculty, requiring academic buildings that can accommodate a broad range of physical needs and that have fire and life safety systems that operate according to modern standards.

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The new Academic Center site plan includes new parking lots on the lower southwest corner of the campus (current Trinity Center lot) and a new entrance for traffic at the gate facing the intersection of Franklin & Lincoln. This will relieve traffic congestion on the front of the campus and Cuvilly drive. Commuters parking in these lower lots can access the Academic Center through the atrium at the auditorium and take the elevators to the main floor, traversing to Main Hall and Alumnae Hall from the Academic Center.

New Parking Lots

Franklin StreetLincoln Road Intersection

New campus entrance

Mic

higa

n Av

enue

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Academic Center Financial Plan

• Trinity Academic Center Cost: $55 million• Trinity will support the cost of the new

Academic Center through a blend of financing objectives, including:

• At least $30 million through the capital campaign• A new bond issue or bank loan with debt service

calculated according to a schedule that reflects anticipated revenue growth in tuition due to additional enrollments in keeping with the strategic plan goal of 3,000 students by 2015

…………........…$6m…............$8m………………$10…………$15...….............................................$25……

2010 -11 -12 -2013 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC 2014 JAN MAR MAY SEP DEC 2015 2016

CONCEPT DESIGN

SCHEMATIC DESIGN

MAJOR GIFT PHASE

Trinity Capital Campaign Schematic and Building Project Timetable

PROSPECT CULTIVATION FOR MAJOR AND PUBLIC PHASES

Financial Analysis, Lender Cultivation, Rating Agency Visits

NUCLEUS PROSPECT CULTIVATION/SOLICITATION

APPROVAL TO MOVE TO GROUNDBREAKING

GroundbreakingTarget: Fall 2014

OpeningTarget: Fall 2016

2 yr construction window

ZONING MEETINGS, HEARINGS, APPROVALS

$30 M

APPROVAL TO MOVE TO HIRE ARCHITECT

ARCHITECT SELECTION

CONTRACTOR SELECTION

FINANCING APPROVAL

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“The project is so grand…The incentives so great….We shall succeed!”

Trinity Founder Sister Mary Euphrasia Taylor, 1897