2021-09-13T08:59:12-05:00 2021-04-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2020-05-01 350715530 TRINE UNIVERSITY % KAYLA WARREN TRIN 2606654131 1 UNIVERSITY AVENUE ANGOLA IN 467031764 KAYLA WARREN V.P. FINANCE 2606654105 2021-09-15 true KAYLA WARREN 999009999 Lauren R Denton P01571860 2604604000 3 2020 2022-09-23 18:48:47Z DR EARL D BROOKS II 1 UNIVERSITY AVE ANGOLA IN 46703 128725541 false X WWW.TRINE.EDU X 1948 IN TRINE, AN INTERNATIONALLY RECOGNIZED PRIVATE, INDEPENDENT, CO-EDUCATIONAL INSTITUTION OFFERS DEGREES IN VARIOUS PROGRAMS INCLUDING ENGINEERING, MATH, SCIENCE AND BUSINESS. 27 27 1292 27 881740 0 11775957 8216048 99002179 111088038 2213944 1930429 190380 654625 113182460 121889140 38856777 43094407 0 0 33910545 35456555 0 0 1598758 27724923 28873816 100492245 107424778 12690215 14464362 197072495 221741150 39722324 37810168 157350171 183930982 X TRINE UNIVERSITY PROMOTES INTELLECTUAL AND PERSONAL DEVELOPMENT THROUGH PROFESSIONALLY FOCUSED LEARNING OPPORTUNITIES, PREPARING GRADUATES TO SUCCEED, LEAD, AND SERVE. TO ACHIEVE THIS MISSION, TRINE UNDERGRADUATE AND GRADUATE STUDENTS RECEIVE PERSONAL ATTENTION THROUGH SMALL CLASSES AND EXCELLENT TEACHING. false false 18241597 401641 22392797 THE ALLEN SCHOOL OF ENGINEERING AND COMPUTING SERVED 981 STUDENTS IN 2020/2021. THE SCHOOL'S MISSION IS TO PROMOTE THE APPLICATION OF SCIENCE AND TECHNOLOGY BY PREPARING GRADUATES FOR THE PRACTICE OF ENGINEERING AND ENGINEERING TECHNOLOGY AT THE PROFESSIONAL LEVEL. TO ATTAIN ITS VISION, THE SCHOOL CONCENTRATES UPON THE EDUCATION OF ENGINEERS AND TECHNOLOGISTS WHO HAVE A BROAD EDUCATION; SEE THEMSELVES AS GLOBAL CITIZENS; HAVE THE POTENTIAL FOR LEADERSHIP IN BUSINESS AND PUBLIC SERVICE; AND HAVE A STRONG ETHICAL FOUNDATION. THE SCHOOL OFFERS BACHELOR OF SCIENCE IN ENGINEERING DEGREES IN BIOMEDICAL, CHEMICAL, CIVIL, COMPUTER, ELECTRICAL, MECHANICAL, MECHATRONICS AND ROBOTICS, AND SOFTWARE ENGINEERING, PLUS A BACHELOR'S DEGREE IN COMPUTER SCIENCE & INFORMATION TECHNOLOGY AND DESIGN ENGINEERING TECHNOLOGY. STUDENTS CAN MINOR IN AERONAUTICAL, BIOPROCESS, DATA SCIENCE, ENVIRONMENTAL, PLASTICS, STRUCTURAL, ENERGY, BIOMEDICAL, ROBOTICS, SOFTWARE, AND METALLURGICAL ENGINEERING. 3716928 907 STUDENTS SIGNED ATHLETIC PARTICIPATION FORM IN THE TRINE ATHLETIC DEPARTMENT IN FISCAL YEAR 2021. THE MALE AND FEMALE POPULATION CHOSE FROM 36 TEAMS. THE STAFF INCLUDED 30 HEAD COACHES,6 ATHLETIC TRAINERS, 2 SPORTS INFORMATION DIRECTORS, ONE ATHLETIC DIRECTOR, 2 ASSISTANT ATHLETIC DIRECTORS, ONE ADMINISTRATIVE ASSISTANT, AND 50 ASSISTANTS. THE GOALS OF THE ATHLETIC DEPARTMENT MEET OR EXCEED THOSE SET FORTH BY THE NATIONAL COLLEGIATE ATHLETIC ASSOCIATION DIVISION III AND THE MICHIGAN INTERCOLLEGIATE ATHLETIC CONFERENCE. THE MISSION OF THIS DEPARTMENT IS TO PROVIDE INDIVIDUALS WITH A SUCCESSFUL PROGRAM OF STUDY ALONG WITH THE ENJOYMENT OF COLLEGE ATHLETICS, LEADING TO A SUCCESSFUL POST-GRADUATION LIFE. THE ATHLETIC DEPARTMENT IS COMMITTED TO PROVIDING YEAR-ROUND GUIDANCE, ACTIVITIES, AND SERVICES TO ITS ATHLETES AND THE COMMUNITY. FACILITIES ARE AVAILABLE AND IN CONSTANT USE BY THE SCHOOL POPULATION AND THE SURROUNDING COMMUNITY. SHORT-TERM AND LONG-TERM GOALS FOCUS ON PROVIDING ALL INDIVIDUALS WITH PROGRAMS AND APPROPRIATE SUPPORT TO ENHANCE THEIR POTENTIAL FOR INDIVIDUAL SUCCESS. 11857039 14555320 THE DEPARTMENT OF STUDENT SUCCESS AND ENGAGEMENT EXISTS TO PROVIDE STUDENTS THE BEST COLLEGE EXPERIENCE POSSIBLE BOTH IN AND OUT OF THE CLASSROOM. THE DEPARTMENT SERVES AS THE ONE STOP SHOP FOR STUDENT NEEDS-COMPRISING OF ACADEMIC SUPPORT, ACADEMIC ADVISING, STUDENT ACTIVITIES, STUDENT LEADERSHIP, FIRST-YEAR EXPERIENCE, AND STUDENT AND PARENT ADVOCACY. THE PROFESSIONAL STAFF PROVIDES A NETWORK OF SUPPORTIVE SERVICES TO HELP STUDENTS SUCCEED. THEY ALSO OVERSEE MORE THAN 70 STUDENT-RUN ORGANIZATIONS AND CREATE A SCHEDULE OF ENRICHING AND ENTERTAINING ACTIVITIES FOR STUDENTS THROUGHOUT THE ENTIRE YEAR. STUDENTS CAN CHOOSE FROM SERVICE ORGANIZATIONS, CHRISTIAN CAMPUS HOUSE, BLUE CREW SPIRIT SECTION, INTRAMURAL SPORTS, STUDENT GOVERNMENT, HONOR SOCIETIES, SORORITIES AND FRATERNITIES, AND PROFESSIONAL SOCIETIES. THE OFFICE PROVIDES SUPPORT DURING FINALS WEEK, SUCH AS MOONLIGHT BREAKFAST, ICE CREAM SOCIAL, AND STRESS-RELIEVING PROFESSIONAL MASSAGES. STUDENTS CAN EXPECT RANDOM POP-UP EVENTS AND GIVEAWAYS THROUGHOUT THE SCHOOL YEAR ON VARIOUS DATES. COMEDIANS, PERFORMERS, ENTERTAINERS, BUS TRIPS AND MANY OTHER ACTIVITIES KEEP CAMPUS LIFE BUSY AND INTERESTING ALL YEAR. 65344015 42692766 74168615 99159579 true true false true false false false false false true true false false false true false true false true true true false false false true false false false true true true false false false false false false false false false false true false false false true true false false false true 5427 0 1292 true true true false false false false true true false false false false false false X 27 27 true false false false false false false true true false false true true true true true true true false false IN X KAYLA WARREN 2606654131 1 UNIVERSITY AVE ANGOLA IN 467031764 DR EARL D BROOKS II PRESIDENT 50.0 0.0 X 795012 0 70436 MRS LISA MAXWELL-FRIEDEN VP FOR ALUMNI AND DEVELOPMENT 50.0 0.0 X 168142 0 23512 MRS JODY GREER V.P. FINANCE 50.0 0.0 X 142576 0 38755 DR WHITNEY BANDEMER VP FOR HEALTH SCIENCES 50.0 0.0 X 139410 0 40090 DR MAX BAUMGARTNER DEAN, SCHOOL OF HEALTH SCIENCE 50.0 0.0 X 136861 0 41123 DR JOHN SHANNON VP FOR ACADEMIC AFFAIRS 50.0 0.0 X 141566 0 34481 DR RYAN DOMBKOWSKI ASSC. DEAN SCHOOL OF HEALTH 50.0 0.0 X 156033 0 15594 DR JACQUELINE DELAGRANGE CHAIR, DEPT. CRIMINAL JUSTICE 50.0 0.0 X 136744 0 16761 MS GRETCHEN MILLER VP OF ADMINISTRATION 50.0 0.0 X 121765 0 28087 MR RICK JAMES BOARD CHAIR 1.0 0.0 X 0 0 0 DR WILLIAM GETTIG CHAIR EMERITUS 1.0 0.0 X 0 0 0 MR JACK SHAW BOARD VICE-CHAIR 1.0 0.0 X 0 0 0 MR LYNN BROOKS BOARD SECRETARY 1.0 0.0 X 0 0 0 MR JERRY ALLEN CHAIR EMERITUS 1.0 0.0 X 0 0 0 MR JAMES BOCK BOARD MEMBER 1.0 0.0 X 0 0 0 DR KEITH BUSSE BOARD MEMBER 1.0 0.0 X 0 0 0 MR WILLIAM DUBOIS BOARD MEMBER 1.0 0.0 X 0 0 0 MR MICHAEL EIKENBERRY BOARD MEMBER 1.0 0.0 X 0 0 0 MR JAMES FABIANI BOARD MEMBER 1.0 0.0 X 0 0 0 DR LAWRENCE FRANKS CHAIR EMERITUS 1.0 0.0 X 0 0 0 DR TOMAS FURTH BOARD MEMBER 1.0 0.0 X 0 0 0 MR TIM HAFFNER BOARD MEMBER 1.0 0.0 X 0 0 0 MR RICK HENVEY BOARD MEMBER 1.0 0.0 X 0 0 0 MR DENNIS KRUSE BOARD MEMBER 1.0 0.0 X 0 0 0 MR STEPHEN LAHOOD BOARD MEMBER 1.0 0.0 X 0 0 0 MR RICHARD OEDER BOARD MEMBER 1.0 0.0 X 0 0 0 MR DEREK REINERS BOARD MEMBER 1.0 0.0 X 0 0 0 MR LARRY REINERS BOARD MEMBERS 1.0 0.0 X 0 0 0 MR MITCHEL RHOADS BOARD MEMBER 1.0 0.0 X 0 0 0 MRS ELIZABETH ROONEY BOARD MEMBER 1.0 0.0 X 0 0 0 MR JASON STECHSCHULTE BOARD MEMBER 1.0 0.0 X 0 0 0 MR MARLIN STUTZMAN BOARD MEMBER 1.0 0.0 X 0 0 0 MR JEFFREY TURNER BOARD MEMBER 1.0 0.0 X 0 0 0 MR KEITH TURNER BOARD MEMBER 1.0 0.0 X 0 0 0 MS THERESA WAGLER BOARD MEMBER 1.0 0.0 X 0 0 0 DR WYATT WEAVER MD BOARD MEMBER 1.0 0.0 X 0 0 0 1938109 0 308839 39 false true false BON APPETIT 91337 COLLECTIONS DRIVE CHICAGO IL 60693 FOOD SERVICE 4745089 JICI 319 POKAGON TRAIL ANGOLA IN 46703 CONSTRUCTION 1145382 FOLLETT HIGHER EDUCATION GROUP 624 S MICHIGAN AVE 1 CHICAGO IL 60605 BOOKSTORE 307530 FERGUSON ADVERTISING 347 W BERRY STREET FORT WAYNE IN 46802 ADVERTISING 277153 INDUSTRIAL CONTRACTING ENGINEERIN 319 POKAGON TRAIL ANGOLA IN 46703 CONSTRUCTION 313408 15 74450 10894 401641 7729063 109996 8216048 TUITION AND FEES 611710 93349815 93349815 AUXILIARY INCOME 900099 16437562 16211517 226045 ATHLETIC INCOME 900099 135155 135155 MISCELLANEOUS INCOME 900099 1165506 1183991 -18485 111088038 860253 860253 0 0 2038 0 2038 0 2038 2038 7705906 54170 6664424 25476 1041482 28694 1070176 28694 1041482 6700 74450 28293 -21593 -21593 0 0 0 178882 118208 60674 60674 GOLF COURSE INCOME 900099 613506 613506 613506 121889140 110909172 881740 1882180 0 43094407 43094407 0 0 1332483 1185909 106599 39975 0 26990545 24021585 2159244 809716 2142324 1906668 171386 64270 3038667 2704414 243093 91160 1952536 1737757 156203 58576 0 54950 54950 218232 218232 0 0 156396 156396 5885403 4119782 1765621 581383 517431 46511 17441 1501528 1336360 120122 45046 1462134 1301299 116971 43864 0 3473272 3091212 277862 104198 547754 487502 43819 16433 0 0 692953 485067 207886 0 6244489 5557596 499559 187334 488277 434567 39062 14648 ACADEMIC SUPPORT 2242589 2242589 STUDENT ACTIVITIES 202729 180429 16218 6082 RECRUITING FEES 1182327 1182327 MAINTENANCE/SERVICE CONTRACT 605563 605563 3333837 2967115 266707 100015 107424778 99159579 6666441 1598758 5970 5650 22730756 43219673 7221535 4429820 1460198 1793825 0 0 0 0 0 0 216716 260926 468148 492929 188427196 69188760 120115818 119238436 37425004 44856084 0 0 0 0 0 0 7428350 7443807 197072495 221741150 5213309 6671197 0 0 1982571 1724042 30092320 28021623 0 0 0 0 0 0 0 0 2434124 1393306 39722324 37810168 X 111427546 128246767 45922625 55684215 157350171 183930982 197072495 221741150 X 14464362 9699877 2416572 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 30000 false false 30000 false PART II-B DURING FISCAL YEAR 2021, THE ORGANIZATION UTILIZED THE SERVICES OF A LEGAL FIRM, TO ASSIST IN ARRANGING MEETINGS WITH LEGISLATORS IN THE STATE OF INDIANA FOR THE PURPOSE OF INFORMING SUCH LEGISLATORS ABOUT PROPOSED LEGISLATION FOR WHICH THE ORGANIZATION INCURRED $30,000 IN EXPENSES. 36075253 439081 10845471 1749636 45610169 38703174 444335 -1517456 1554800 36075253 34578686 2588883 2969592 1433987 38703174 32027839 1296288 2440311 1185752 34578686 29342177 924444 2885239 1124021 32027839 0.12000 0.47000 0.41000 true false 3488560 3488560 150584595 48542507 102042088 14590415 10103943 4486472 19763626 10542310 9221316 119238436 0 ASSETS HELD FOR OTHERS 675909 ANNUITIES AND TRUSTS PAYABLE 562641 INTEREST RATE SWAP AGREEMENTS 154756 1393306 90901287 9699877 2563073 12262950 78638337 156396 43094407 43250803 121889140 64320476 146501 146501 64173975 156396 43094407 43250803 107424778 SCHEDULE D, PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT FUNDS ARE DEVOTED TO SCHOLARSHIPS AND ACADEMIC ADVANCEMENT. ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D SPLIT INTEREST AGREEMENTS $1,195,052 INTEREST IN STEUBEN COUNTY COMM FOUNDATION 102,549 SPECIAL EVENTS EXPENSE 28,293 COST OF GOODS SOLD 118,208 DERIVATIVE CONTRACTS 1,118,971 TOTAL: $2,563,073 PART XII, LINE 2D SPECIAL EVENTS EXPENSE 28,293 COST OF GOODS SOLD 118,208 TOTAL: $146,501 PART XI & XII, LINE 4B STUDENT FINANCIAL AID $43,094,407 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 INCLUDED IN ALL PUBLICATIONS, NEWSPAPERS, RADIO ADVERTISEMENTS AND ON THE UNIVERSITY WEBSITE. SCHEDULE E, PART I, LINE 6A TRINE UNIVERSITY RECEIVED GOVERNMENTAL AGENCY FUNDS IN THE FORM OF STATE OF INDIANA GRANTS, HEERF, PELL GRANTS, AND WORK STUDY GRANTS. SOUTH ASIA 2 PROGRAM SERVICES RECRUITING 954994 MIDDLE EAST AND NORTH AFRICA 3 PROGRAM SERVICES RECRUITING 38629 SUB-SAHARAN AFRICA 2 PROGRAM SERVICES RECRUITING 21399 CENTRAL AMERICA/CARIBBEAN 1 PROGRAM SERVICES RECRUITING 5615 EAST ASIA AND THE PACIFIC 8 PROGRAM SERVICES RECRUITING 87373 NORTH AMERICA 1 PROGRAM SERVICES RECRUITING 3959 EUROPE 1 PROGRAM SERVICES RECRUITING 7647 18 18 1119616 1119616 false false false false false false WILSON BENNETT TECHNOLOGY PHONATHON false GOLF OUTING 81150 74450 6700 127 2248 13360 7983 4575 0 81150 74450 6700 127 2248 13360 7983 4575 28293 -21593 true STUDENT FINANCIAL AID 2546 43094407 PART I, LINE 2 ALL SCHOLARSHIPS ARE MONITORED FOR APPROPRIATE USE BY MONITORING REGISTRATION AND SATISFACTORY COMPLETION OF COURSES AND PROGRAMS TOWARDS EDUCATIONAL REQUIREMENTS. X X true true X X X X X false false false false false false false false false MRS JODY GREER V.P. FINANCE 130761 0 11428 0 387 0 14280 0 24475 0 181331 0 DR EARL D BROOKS II PRESIDENT 473345 0 279175 0 42492 0 48000 0 22436 0 865448 0 DR JOHN SHANNON VP FOR ACADEMIC AFFAIRS 132279 0 8900 0 387 0 14045 0 20436 0 176047 0 DR RYAN DOMBKOWSKI ASSC. DEAN SCHOOL OF HEALTH 155943 0 90 15594 0 171627 MRS LISA MAXWELL-FRIEDEN VP FOR ALUMNI AND DEVELOPMENT 160642 7500 0 14762 8750 191654 DR WHITNEY BANDEMER VP FOR HEALTH SCIENCES 139320 0 90 15000 25090 179500 DR MAX BAUMGARTNER DEAN, SCHOOL OF HEALTH SCIENCE 134224 2250 387 15012 26111 177984 DR JACQUELINE DELAGRANGE CHAIR, DEPT. CRIMINAL JUSTICE 135178 1500 66 13639 3122 153505 PART I LINE 1A: SPOUSAL TRAVEL IS ALLOWED FOR THE PRESIDENT'S WIFE AND IS INCLUDED IN TAXABLE INCOME. A HOUSING ALLOWANCE IS PROVIDED FOR THE PRESIDENT. THIS ALLOWANCE IS ALSO INCLUDED IN TAXABLE INCOME. A INDIANA FINANCE AUTHORITY 351602316 2012-11-01 37700000 EDUCATIONAL FACILITIES REVENUE BON false false false B INDIANA FINANCE AUTHORITY 351602316 2018-04-01 7400000 EDUCATIONAL FACILITIES REVENUE BON false false false A 16217750 0 37700000 0 0 0 133000 0 0 6470986 0 0 2012 true false true true B 669831 0 7400000 0 0 0 120928 0 0 7400000 0 0 2018 true false true true A false false false false 0 false false false true B false false false false 0 false false false true A false true false false false false 0 false 0 false false B false true false false false false 0 false 0 false false A true B true X 7 74019 AVG OF HIGH AND LOW X INVENTORY AND SUPPLIES 1 35977 FAIR MARKET VALUE false true false FORM 990, PART III, LINE 4D ALL OTHER REVENUE AND EXPENSES RELATE TO OTHER EDUCATIONAL INSTRUCTIONS IN SCIENCE, BUSINESS ADMINISTRATION, TEACHER EDUCATION, COMMUNICATIONS, AND SOCIAL SCIENCES. FORM 990, PART VI, SECTION A, LINE 2 JIM FABIANI AND ELIZABETH ROONEY HAVE A FAMILY RELATIONSHIP. LARRY REINERS AND DEREK REINERS HAVE A FAMILY RELATIONSHIP. KEITH BUSSE AND THERESA WAGLER HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT CPA FIRM AND THE AUDIT COMMITTEE WILL PERFORM A REVIEW OF THE FORM 990. AFTER THEIR APPROVAL, THE FORM 990 IS POSTED ON TRINE UNIVERSITY'S BOARD WEB SITE. AN EMAIL IS ALSO SENT INFORMING THE BOARD OF THE AVAILABILITY OF THE FORM 990. AFTER THIS, THE FORM AND RELATED SCHEDULES ARE SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C TRINE UNIVERSITY DISTRIBUTES AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE TO ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. THESE PARTIES ARE REQUESTED TO COMPLETE THE QUESTIONNAIRE. ANY CONFLICTS ARE BROUGHT TO THE BOARD'S ATTENTION AND ANY CONFLICTS ARE RESOLVED AT THE BOARD LEVEL. ANY INDIVIDUALS WITH KNOWN CONFLICTS ARE ASKED TO RECUSE THEMSELVES FROM DISCUSSIONS RELATING TO SUCH CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE CHIEF FINANCIAL OFFICER DOES A COMPARABILITY STUDY WITH SIMILAR ORGANIZATIONS, COMPILING THE INFORMATION TO SUPPLY TO THE EXECUTIVE COMPENSATION COMMITTEE. THE COMMITTEE MEETS ANNUALLY TO ANALYZE THE PRESIDENT'S GOALS AND OBJECTIVES SET FORTH AND ACHIEVED, REVIEW COMPENSATION, AND DETERMINE COMPENSATION BASED ON THE ANALYSIS AND COMPARABILITY STUDY INFORMATION PROVIDED. COMPENSATION IS APPROVED BY THE FULL BOARD. THE LAST COMPENSATION REVIEW WAS PERFORMED IN 2020. IN ADDITION, A COMPENSATION STUDY IS OBTAINED FROM A THIRD PARTY EVERY 5 YEARS. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9 SPLIT INTEREST AGREEMENTS $1,195,052 INTEREST IN STEUBEN COUNTY COMMUNITY FOUNDATION 102,549 DERIVATIVE CONTRACT 1,118,971 TOTAL $2,416,572 INNOVATION ONE 1 UNIVERSITY AVENUE ANGOLA IN 46703 350715530 EDUCATION IN 2700 55982 TRINE UNIV EDUCATION ONE 1 UNIVERSITY AVENUE ANGOLA IN 46703 350715530 EDUCATION IN 132456 615414 TRINE UNIV INDEPENDENT COLLEGES OF INDIANA INC 30 SOUTH MERIDIAN STREET STE 800 INDIANAPOLIS IN 46204 310901001 EDUCATION IN 501(C)(3) 12 TYPE 1 NA false CHARITABLE REMAINDER TRUSTS (5) CHAR. REM. TR IN NA TRUST false false true false false false false false false false false true false true true false false false false