TRINE UNIVERSITY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TRINE UNIVERSITY INC (EIN 35-0715530)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2025-09-15
- IRS object ID
- 202522589349300717
- Schema version
- 2024v5.1
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-15T08:08:16+00:00 | ReturnTs |
| Tax Period End | 2025-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Wayne Street Suite 600 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350715530 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trine University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRIN | BusinessNameControlTxt |
| Phone | 2606654131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY AVENUE | AddressLine1Txt |
| City | ANGOLA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 467031764 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EARL BROOKS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2606654131 | PhoneNum |
| Signature | 2025-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Preparation | 2025-09-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EARL BROOKS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY AVENUE | AddressLine1Txt |
| City | ANGOLA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 467031764 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $357,433,339 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRINE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TRINE, AN INTERNATIONALLY RECOGNIZED PRIVATE, INDEPENDENT, CO-EDUCATIONAL INSTITUTION OFFERS DEGREES IN VARIOUS PROGRAMS INCLUDING ENGINEERING, MATH, SCIENCE AND BUSINESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 2020 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $2,024,462 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,320 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,749,896 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,889,865 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $193,546,321 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $202,379,627 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,675,747 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,750,463 | CYInvestmentIncomeAmt |
| PY Other Revenue | $648,174 | PYOtherRevenueAmt |
| CY Other Revenue | $776,353 | CYOtherRevenueAmt |
| PY Total Revenue | $211,620,138 | PYTotalRevenueAmt |
| CY Total Revenue | $232,796,308 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $48,233,322 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $48,580,287 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $51,193,386 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $55,195,766 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,448,174 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $51,542,002 | PYOtherExpensesAmt |
| CY Other Expenses | $55,581,451 | CYOtherExpensesAmt |
| PY Total Expenses | $150,968,710 | PYTotalExpensesAmt |
| CY Total Expenses | $159,357,504 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $60,651,428 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $73,438,804 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $364,746,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $440,529,917 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,020,307 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,891,783 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $323,725,700 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $399,638,134 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $123,154,171 | ExpenseAmt |
| Grant | $48,473,729 | GrantAmt |
| Revenue | $108,715,723 | RevenueAmt |
| Desc | ALL OTHER REVENUE AND EXPENSES RELATE TO OTHER EDUCATIONAL INSTRUCTIONS IN SCIENCE, BUSINESS ADMINISTRATION, TEACHING EDUCATION, COMMUNICATIONS, AND SOCIAL SCIENCES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,669,920 | ExpenseAmt |
| Revenue | $66,269,109 | RevenueAmt |
| Desc | See Schedule O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,575,387 | ExpenseAmt |
| Grant | $106,558 | GrantAmt |
| Revenue | $25,600,381 | RevenueAmt |
| Desc | See Schedule O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,269,259 | ExpenseAmt |
| Desc | See Schedule O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,269,259 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $146,668,737 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10702 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2020 | 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 | false | NondeductibleContributionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | 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 |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAYLA WARREN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2606654131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY AVE | AddressLine1Txt |
| City | ANGOLA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 467031764 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DR SHERI G TRINE | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR ANDREW R HEIN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR DAVID FINDLAY | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR DEREK REINERS | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR JAMES FABIANI | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR JASON A STECHSCHULTE | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR JEFFREY L TURNER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR JERRY ALLEN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR JOE JORDAN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR JOHN B PELLEGRINO JR | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR JOHN COUNCELLER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR KEITH E BUSSE | ||||||||
| BOARD VICE-CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR KEITH M TURNER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR KENNETH EHINGER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR LARRY E REINERS | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR LYNN A BROOKS | ||||||||
| BOARD TREASURER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR MARK MUSIC | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR MICHAEL D AXEL | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR MICHAEL EIKENBERRY | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR RICHARD OEDER | ||||||||
| BOARD MEMEBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR RICK HENVEY | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR RICK L JAMES | ||||||||
| BOARD CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR TIMOTHY J HAFFNER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR WILLIAM DUBOIS | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MS CRYSTAL SATTLER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MS ELIZABETH F ROONEY | ||||||||
| BOARD SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MS SARAH WAIDELICH | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MS THERESA E WAGLER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Anthony Kline | ||||||||
| Executive Vice President | 50.0 | 0.0 | $172,691 | $0 | $34,246 | Yes (X) | ||
| DR EARL D BROOKS II | ||||||||
| PRESIDENT/CEO | 50.0 | 0.0 | $491,218 | $0 | $40,250 | Yes (X) | ||
| DR JOHN F SHANNON | ||||||||
| PRESIDENT/CEO (Left 6/2024) | 50.0 | 0.0 | $449,612 | $0 | $27,665 | Yes (X) | ||
| MS GRETCHEN MILLER | ||||||||
| SVP/COO | 50.0 | 0.0 | $256,577 | $0 | $35,623 | Yes (X) | ||
| MS KAYLA WARREN | ||||||||
| SVP/CFO | 50.0 | 0.0 | $201,149 | $0 | $25,370 | Yes (X) | ||
| Keirsten Eberts | ||||||||
| VP of Online & International Studies | 50.0 | 0.0 | $168,948 | $0 | $31,940 | Yes (X) | ||
| Kimberly Bennett | ||||||||
| VP for Enrollment Management | 50.0 | 0.0 | $169,470 | $0 | $25,676 | Yes (X) | ||
| MR ALEKSANDR KUTSENOK | ||||||||
| ASSISTANT PROFESSOR | 50.0 | 0.0 | $183,467 | $0 | $44,283 | Yes (X) | ||
| MR MATTHEW LAND | ||||||||
| VP FOR ATHLETICS | 50.0 | 0.0 | $187,736 | $0 | $36,448 | Yes (X) | ||
| MS LISA M CLEMENS | ||||||||
| DEAN - BROOKS COLLEGE | 50.0 | 0.0 | $168,335 | $0 | $9,306 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,449,203 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $310,807 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 83 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MICHAEL KINDER & SONS INC | |||||
| PO BOX 10572 | FORT WAYNE | IN | 46853 | CONSTRUCTION | $15,817,227 |
| GURUKUL OVERSEAS | |||||
| 726 ELMWOOD ST | ROCHESTER HILLS | MI | 48307 | RECRUITMENT | $7,957,223 |
| BON APPETIT MANAGEMENT COMPANY | |||||
| 91337 COLLECTIONS DRIVE | CHICAGO | IL | 60693 | FOOD SERVICE | $7,345,161 |
| CARNEGIE INTERNATIONAL STUDENT INSTITUTE CORP | |||||
| 109 PINEVALLEY DRIVE | PITSSBURGH | PA | 15229 | RECRUITMENT | $1,573,948 |
| STENCO CONSTRUCTION COMPANY LLC | |||||
| 12741 FARMINGTON ROAD | LIVONIA | MI | 48150 | CONSTRUCTION | $1,316,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 31 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $374,119 | FundraisingAmt |
| Related Organizations | $32,828 | RelatedOrganizationsAmt |
| Government Grants | $324,092 | GovernmentGrantsAmt |
| All Other Contributions | $23,158,826 | AllOtherContributionsAmt |
| Noncash Contributions | $338,653 | NoncashContributionsAmt |
| Total Contributions | $23,889,865 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611710 | $181,517,338 | $181,517,338 | |
| AUXILIARY INCOME | 900099 | $19,019,800 | $18,055,830 | $963,970 |
| ATHLETIC INCOME | 900099 | $673,796 | $673,796 | |
| MISCELLANEOUS INCOME | 900099 | $1,168,693 | $1,060,531 | $108,162 |
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 | $202,379,627 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,422,789 | TotalRevenueColumnAmt |
| Exclusion | $6,422,789 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,378 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,378 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,378 | TotalRevenueColumnAmt |
| Exclusion | $12,378 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $123,288,715 | SecuritiesAmt |
| Other | $251,620 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $122,166,627 | SecuritiesAmt |
| Other | $2,046,034 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,122,088 | SecuritiesAmt |
| Other | -$1,794,414 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$672,326 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,794,414 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,122,088 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,225 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $374,119 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $205,580 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$188,355 | TotalRevenueColumnAmt |
| Exclusion | -$188,355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $291,128 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $218,790 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,338 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $72,338 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOLF COURSE INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $879,992 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $879,992 | UnrelatedBusinessRevenueAmt |
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 | $879,992 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $232,796,308 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $199,513,081 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,024,462 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,368,900 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,580,287 | TotalAmt |
| Program Services | $48,580,287 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,734,535 | TotalAmt |
| Program Services | $1,543,736 | ProgramServicesAmt |
| Management And General | $138,763 | ManagementAndGeneralAmt |
| Fundraising | $52,036 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,257,036 | TotalAmt |
| Program Services | $39,388,762 | ProgramServicesAmt |
| Management And General | $3,540,563 | ManagementAndGeneralAmt |
| Fundraising | $1,327,711 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,738,885 | TotalAmt |
| Program Services | $2,437,607 | ProgramServicesAmt |
| Management And General | $219,111 | ManagementAndGeneralAmt |
| Fundraising | $82,167 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,212,244 | TotalAmt |
| Program Services | $2,858,897 | ProgramServicesAmt |
| Management And General | $256,980 | ManagementAndGeneralAmt |
| Fundraising | $96,367 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,253,066 | TotalAmt |
| Program Services | $2,895,229 | ProgramServicesAmt |
| Management And General | $260,245 | ManagementAndGeneralAmt |
| Fundraising | $97,592 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,143 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $104,143 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,829 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $287,829 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,147 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $248,147 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,223 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $290,223 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,774,592 | TotalAmt |
| Program Services | $6,142,214 | ProgramServicesAmt |
| Management And General | $2,632,378 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,280,607 | TotalAmt |
| Program Services | $1,139,740 | ProgramServicesAmt |
| Management And General | $102,449 | ManagementAndGeneralAmt |
| Fundraising | $38,418 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,690,992 | TotalAmt |
| Program Services | $2,394,983 | ProgramServicesAmt |
| Management And General | $215,279 | ManagementAndGeneralAmt |
| Fundraising | $80,730 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,531,996 | TotalAmt |
| Program Services | $2,253,476 | ProgramServicesAmt |
| Management And General | $202,560 | ManagementAndGeneralAmt |
| Fundraising | $75,960 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000,326 | TotalAmt |
| Program Services | $4,450,290 | ProgramServicesAmt |
| Management And General | $400,026 | ManagementAndGeneralAmt |
| Fundraising | $150,010 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,570,660 | TotalAmt |
| Program Services | $2,287,887 | ProgramServicesAmt |
| Management And General | $205,653 | ManagementAndGeneralAmt |
| Fundraising | $77,120 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,033 | TotalAmt |
| Program Services | $348,623 | ProgramServicesAmt |
| Management And General | $149,410 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,156,192 | TotalAmt |
| Program Services | $8,149,011 | ProgramServicesAmt |
| Management And General | $732,495 | ManagementAndGeneralAmt |
| Fundraising | $274,686 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $639,045 | TotalAmt |
| Program Services | $568,750 | ProgramServicesAmt |
| Management And General | $51,124 | ManagementAndGeneralAmt |
| Fundraising | $19,171 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| ACADEMIC SUPPORT | $1,610,645 | $1,610,645 |
| STUDENT ACTIVITIES | $837,403 | $837,403 |
| RECRUITING FEES | $15,262,075 | $15,262,075 |
| MAINTENANCE/SERVICE CONTRACT | $1,258,344 | $1,258,344 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,540,199 | TotalAmt |
| Program Services | $2,260,778 | ProgramServicesAmt |
| Management And General | $203,215 | ManagementAndGeneralAmt |
| Fundraising | $76,206 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,357,504 | TotalAmt |
| Program Services | $146,668,737 | ProgramServicesAmt |
| Management And General | $10,240,593 | ManagementAndGeneralAmt |
| Fundraising | $2,448,174 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,700 | BOYAmt |
| EOY | $5,400 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,512,991 | BOYAmt |
| EOY | $35,513,646 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,085,418 | BOYAmt |
| EOY | $8,053,195 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,032,129 | BOYAmt |
| EOY | $2,949,393 | 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 |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,241 | BOYAmt |
| EOY | $241,556 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,627,935 | BOYAmt |
| EOY | $1,727,438 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $287,695,831 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $89,981,026 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,660,668 | BOYAmt |
| EOY | $197,714,805 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,473,226 | BOYAmt |
| EOY | $183,900,753 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,133,699 | BOYAmt |
| EOY | $10,423,731 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,746,007 | BOYAmt |
| EOY | $440,529,917 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,715,774 | BOYAmt |
| EOY | $11,853,295 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,878,845 | BOYAmt |
| EOY | $2,471,930 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,150,431 | BOYAmt |
| EOY | $20,036,277 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,275,257 | BOYAmt |
| EOY | $6,530,281 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,020,307 | BOYAmt |
| EOY | $40,891,783 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,452,177 | BOYAmt |
| EOY | $323,058,826 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,273,523 | BOYAmt |
| EOY | $76,579,308 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,725,700 | BOYAmt |
| EOY | $399,638,134 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,746,007 | BOYAmt |
| EOY | $440,529,917 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $73,438,804 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,141,317 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $80,630 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$748,317 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| 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 |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $248,147 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $248,147 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | DURING FISCAL YEAR 2025, THE ORGANIZATION UTILIZED THE SERVICES OF A LEGAL FIRM ENGAGED IN FEDERAL LOBBYING SEEKING FEDERAL FUNDING OPPORTUNITIES FOR WHICH THE ORGANIZATION INCURRED $248,147 IN EXPENSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,130,711 | BeginningYearBalanceAmt |
| Contributions | $46,209,979 | ContributionsAmt |
| Investment Earnings Or Losses | $6,017,299 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,685,367 | GrantsOrScholarshipsAmt |
| End Year Balance | $128,672,622 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,110,885 | BeginningYearBalanceAmt |
| Contributions | $25,444,893 | ContributionsAmt |
| Investment Earnings Or Losses | $6,876,719 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,301,786 | GrantsOrScholarshipsAmt |
| End Year Balance | $79,130,711 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,271,384 | BeginningYearBalanceAmt |
| Contributions | $770,406 | ContributionsAmt |
| Investment Earnings Or Losses | $1,240,824 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,171,729 | GrantsOrScholarshipsAmt |
| End Year Balance | $49,110,885 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,610,169 | BeginningYearBalanceAmt |
| Contributions | $8,741,386 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,235,043 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,845,128 | GrantsOrScholarshipsAmt |
| End Year Balance | $49,271,384 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,075,253 | BeginningYearBalanceAmt |
| Contributions | $439,081 | ContributionsAmt |
| Investment Earnings Or Losses | $10,845,471 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,749,636 | GrantsOrScholarshipsAmt |
| End Year Balance | $45,610,169 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.64 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.27 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,103,053 | OtherCostOrOtherBasisAmt |
| Book Value | $13,103,053 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $220,125,603 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,847,756 | DepreciationAmt |
| Book Value | $157,277,847 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,667,416 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,223,903 | DepreciationAmt |
| Book Value | $8,443,513 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,799,759 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,909,367 | DepreciationAmt |
| Book Value | $18,890,392 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $197,714,805 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| Assets Held for Others | $1,582,056 |
| Annuities and Trusts Payable | $511,107 |
| Operating Lease Liabilities | $4,437,118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,530,281 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $186,823,798 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,141,317 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $80,630 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $468,150 | OtherRevenueAmt |
| Revenue Not Reported | $3,690,097 | RevenueNotReportedAmt |
| Revenue Subtotal | $183,133,701 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $290,223 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $49,372,384 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $49,662,607 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $232,796,308 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $110,911,364 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $424,370 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $424,370 | ExpensesNotReportedAmt |
| Expenses Subtotal | $110,486,994 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $290,223 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $48,580,287 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $48,870,510 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $159,357,504 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | 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. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Special Events Expense - 205580 Cost of Goods Sold - 218790 Split Interest Agreements - 7319 Interest in Steuben County Community Foundation - 36461 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Student Financial Aid - 48580287 Derivative Contracts - 792097 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Special Events Expense - 205580 Cost of Goods Sold - 218790 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Student Financial Aid - 48580287 |
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 | INCLUDED IN THE EMPLOYEE AND STUDENT HANDBOOKS, ALL PUBLICATIONS, NEWSPAPERS, RADIO ADVERTISEMENTS AND ON THE UNIVERSITY WEBSITE. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | TRINE UNIVERSITY RECEIVED GOVERNMENTAL AGENCY FUNDS IN THE FORM OF STATE OF INDIANA GRANTS, PELL GRANTS, AND WORK STUDY GRANTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| East Asia and the Pacific | 6 | Program Services | RECRUITING | $1,446,545 |
| Europe (Including Iceland and Greenland) | 4 | Program Services | RECRUITING | $16,678 |
| Middle East and North Africa | 3 | Program Services | RECRUITING | $48,358 |
| South Asia | 26 | Program Services | RECRUITING | $356,198 |
| Sub-Saharan Africa | 4 | Program Services | RECRUITING | $10,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 43 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Subtotal Spent | $1,878,044 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,878,044 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $310,489 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $310,489 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $0 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $10,812 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $33,633 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $20,689 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $25,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $47,197 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $80,855 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $63,630 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $17,225 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $4,257 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $34,488 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $20,717 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $8,787 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $391,344 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $374,119 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $17,225 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $15,069 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $68,121 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $41,406 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $25,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $55,984 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $205,580 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$188,355 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL AID | GrantTypeTxt |
| Recipient | 2316 | RecipientCnt |
| Cash Grant | $48,580,287 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | ALL SCHOLARSHIPS ARE MONITORED FOR APPROPRIATE USE BY MONITORING REGISTRATION AND SATISFACTORY COMPLETION OF COURSES AND PROGRAMS TOWARDS EDUCATIONAL REQUIREMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR EARL D BROOKS II | ||||||||||||||
| PRESIDENT/CEO | $386,168 | $0 | $104,500 | $0 | $550 | $0 | $40,250 | $0 | $0 | $0 | $531,468 | $0 | $0 | $0 |
| DR JOHN F SHANNON | ||||||||||||||
| PRESIDENT/CEO (Left 6/2024) | $190,702 | $0 | $82,550 | $0 | $176,360 | $0 | $16,875 | $0 | $10,790 | $0 | $477,277 | $0 | $0 | $0 |
| MS GRETCHEN MILLER | ||||||||||||||
| SVP/COO | $225,237 | $0 | $31,250 | $0 | $90 | $0 | $23,146 | $0 | $12,477 | $0 | $292,200 | $0 | $0 | $0 |
| MS KAYLA WARREN | ||||||||||||||
| SVP/CFO | $191,059 | $0 | $10,000 | $0 | $90 | $0 | $18,329 | $0 | $7,041 | $0 | $226,519 | $0 | $0 | $0 |
| Anthony Kline | ||||||||||||||
| Executive Vice President | $162,556 | $0 | $10,000 | $0 | $135 | $0 | $16,019 | $0 | $18,227 | $0 | $206,937 | $0 | $0 | $0 |
| MR ALEKSANDR KUTSENOK | ||||||||||||||
| ASSISTANT PROFESSOR | $183,330 | $0 | $0 | $0 | $137 | $0 | $20,198 | $0 | $24,085 | $0 | $227,750 | $0 | $0 | $0 |
| MS LISA M CLEMENS | ||||||||||||||
| DEAN - BROOKS COLLEGE | $163,251 | $0 | $5,000 | $0 | $84 | $0 | $2,773 | $0 | $6,533 | $0 | $177,641 | $0 | $0 | $0 |
| MR MATTHEW LAND | ||||||||||||||
| VP FOR ATHLETICS | $182,529 | $0 | $5,000 | $0 | $207 | $0 | $18,221 | $0 | $18,227 | $0 | $224,184 | $0 | $0 | $0 |
| Keirsten Eberts | ||||||||||||||
| VP of Online & International Studies | $158,839 | $0 | $10,000 | $0 | $109 | $0 | $16,308 | $0 | $15,632 | $0 | $200,888 | $0 | $0 | $0 |
| Kimberly Bennett | ||||||||||||||
| VP for Enrollment Management | $154,263 | $0 | $15,000 | $0 | $207 | $0 | $15,197 | $0 | $10,479 | $0 | $195,146 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Travel for companions | SPOUSAL TRAVEL IS ALLOWED FOR THE PRESIDENT'S WIFE AND IS INCLUDED IN TAXABLE INCOME. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | A HOUSING ALLOWANCE IS PROVIDED FOR THE PRESIDENT. THIS ALLOWANCE IS ALSO INCLUDED IN TAXABLE INCOME. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Dr. John Shannon, Former President/CEO, received a $175,000 severance pay out. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 361602316 | BondIssuerEIN |
| Bond Issued | 2022-06-30 | BondIssuedDt |
| Issue Price | $26,065,000 | IssuePriceAmt |
| Purpose | EDUCATIONAL FACILITIES REV. BONDS | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,828,998 | RetiredAmt |
| Total Proceeds | $26,065,000 | TotalProceedsAmt |
| Credit Enhancement | $231,565 | CreditEnhancementAmt |
| Substantial Completion | 2022 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | false | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | false | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropPct |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (true) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 8.0 | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Term Of GIC | 0 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | false | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part IV, Line 2c COLUMN A | FormAndLineReferenceDesc |
| Explanation | Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 06/30/2022 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| AMI INVESTMENT | |||
| MIKE AXEL - BOARD MEMBER | $321,113 | INVESTMENT MANAGEMENT | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $7,345,161 | INDEPENDENT CONTRACTOR SERVICE | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $64,384 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 2 | $36,448 | Market value |
| Yes (X) | MISCELLANEOUS | 297 | $87,884 | Market value |
| Yes (X) | Colts Tickets | 1 | $39,078 | Market value |
| Yes (X) | Electric Food Truck | 1 | $110,859 | Market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS LISTED IN PART I, COLUMN B ARE BASED ON THE NUMBER OF CONTRIBUTORS FOR EACH TYPE OF PROPERTY CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | 1350 STUDENTS SIGNED AN ATHLETIC PARTICIPATION FORM IN THE TRINE ATHLETIC DEPARTMENT IN FISCAL YEAR 2025. THE MALE AND FEMALE POPULATION CHOSE FROM 37 TEAMS. THE STAFF INCLUDED 31 HEAD COACHES, ATHLETIC TRAINERS, 2 SPORTS INFORMATION DIRECTORS, 1 ATHLETIC DIRECTOR, 3 ASSISTANT ATHLETIC DIRECTORS, 1 ADMINISTRATIVE ASSISTANT, AND 60 ASSISTANTS. THE GOAL FOR THE ATHLETIC DEPARTMENT IS TO 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. |
| Form 990, Part III, Line 4c | THE MISSION OF THE COLLEGE OF GRADUATE AND PROFESSIONAL STUDIES (CGPS) AT TRINE UNIVERSITY IS TO FOCUS ON CONTINUOUS IMPROVEMENT WHILE PROVIDING A DIVERSE POPULATION OF LEARNERS A HIGH-QUALITY ONLINE EDUCATION, WHERE THEY WILL RECEIVE PERSONALIZED SUPPORT, PREPARING THEM TO SUCCEED IN THE ORGANIZATIONS AND COMMUNITIES THEY LEAD AND SERVE. IN THE 2025 FISCAL YEAR, CGPS SERVED OVER 12,000 STUDENTS, INCLUDING INTERNATIONAL AND DOMESTIC DEGREE-SEEKING STUDENTS, CONSORTIUM STUDENTS, AS WELL AS TRADITIONAL AND DUAL ENROLLMENT STUDENTS IN ONLINE CLASSES. CGPS OFFERS A COMPREHENSIVE SELECTION OF CERTIFICATE AND UNDERGRADUATE PROGRAMS IN DISCIPLINES SUCH AS BUSINESS ADMINISTRATION, CRIMINAL JUSTICE, PSYCHOLOGY, ENGINEERING, TECHNOLOGY, HEALTHCARE, LEADERSHIP, AND GENERAL STUDIES. ADDITIONALLY, CGPS PROVIDES VARIOUS MASTER'S DEGREES IN BUSINESS ADMINISTRATION, BUSINESS ANALYTICS, CRIMINAL JUSTICE, ENGINEERING MANAGEMENT, INFORMATION STUDIES, AND LEADERSHIP. FOR THOSE ASPIRING TO FURTHER THEIR ACADEMIC PURSUITS, CGPS ALSO OFFERS A DOCTORAL PROGRAM IN INFORMATION TECHNOLOGY. |
| Form 990, Part III, Line 4b | THE ALLEN SCHOOL OF ENGINEERING AND COMPUTING SERVED 870 STUDENTS IN THE 2024/2025 ACADEMIC YEAR. THE SCHOOL'S MISSION IS TO PROMOTE THE APPLICATION OF SCIENCE AND TECHNOLOGY BY PREPARING GRADUATES FOR THE PRACTICE OF ENGINEERING, ENGINEERING TECHNOLOGY, AND COMPUTING AT THE PROFESSIONAL LEVEL. TO ATTAIN ITS VISION, THE SCHOOL FOCUSES ON PRODUCING ENGINEERS, COMPUTER SCIENTISTS, 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 BACHELOR'S DEGREES IN COMPUTER AND INFORMATION TECHNOLOGY, COMPUTER SCIENCE, CYBERSECURITY, DESIGN ENGINEERING TECHNOLOGY, AND EXTENDED REALITY. STUDENTS CAN MINOR IN AERONAUTICAL, BIOMECHANICAL, BIOPROCESS, ENERGY, ENVIRONMENTAL, METALLURGICAL, PLASTICS, SOFTWARE, AND STRUCTURAL ENGINEERING, AS WELL AS IN CYBERSECURITY, DATA SCIENCE, GAME DESIGN & ESPORTS, AND ROBOTICS. |
| Form 990, Part III, Line 1 | 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. |
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 6,269,259 including grants of $) See Schedule O |
| Form 990, Part VI, Line 1b | MIKE AXEL IS CONSIDERED NOT INDEPENDENT DUE TO A BUSINESS TRANSACTION. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | JIM FABIANI AND ELIZABETH ROONEY - Family relationship, LARRY REINERS AND DEREK REINERS - Family relationship, KEITH BUSSE AND THERESA WAGLER - Business relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | 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, Line 12c Conflict of interest policy | 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, Line 15a Process to establish compensation of top management official | 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 2024. IN ADDITION, A COMPENSATION STUDY IS OBTAINED FROM A THIRD PARTY EVERY 5 YEARS. |
| Form 990, Part VI, Line 19 Required documents available to the public | NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | SPLIT INTEREST AGREEMENTS - 7319; INTEREST IN STEUBEN COUNTY COMMUNITY FOUNDATION - 36461; DERIVATIVE CONTRACT - -792097; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATION ONE | |||||||||
| 1 UNIVERSITY AVENUE | ANGOLA | IN | 46703 | 350715530 | EDUCATION | IN | $0 | $416,962 | TRINE UNIV |
| EDUCATION ONE | |||||||||
| 1 UNIVERSITY AVENUE | ANGOLA | IN | 46703 | 350715530 | EDUCATION | IN | $790,126 | $1,579,912 | TRINE UNIV |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT COLLEGES OF INDIANA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH MERDIAN ST | AddressLine1Txt |
| Address Line2 | STE 8 | AddressLine2Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310901001 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Type I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (4) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHAR. REM. TR | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| 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 | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | 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 |