2017-10-31T08:29:24-05:00 2017-04-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2016-05-01 350715530 TRINE UNIVERSITY % JODY GREER TRIN 2606654105 1 UNIVERSITY AVENUE ANGOLA IN 467031764 JODY GREER V.P. FINANCE 2606654105 2018-03-15 true Joyce A Dulworth P00151125 2604604000 50.121.117.42 35027420173045000000 2017-10-31 P 74C173EFFB46CCA8E3F1CF7B9138153312D770D5 FD17B16453602DE2B5C268902672A980DDBA3821 2016 2018-03-14 21:41:22Z DR EARL D BROOKS II 1 UNIVERSITY AVE ANGOLA IN 46703 104360812 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. 28 26 1473 3 1318732 16297682 11705836 79856765 85419538 963958 1402790 598237 368133 97716642 98896297 26783998 28139440 0 0 27954957 29229918 46691 46423 963499 23865971 25506964 78651617 82922745 19065025 15973552 153934162 172334925 43988095 43934825 109946067 128400100 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 14045785 235652 17056714 THE ALLEN SCHOOL OF ENGINEERING AND TECHNOLOGY SERVED 846 STUDENTS IN 2016/2017. 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, AND SOFTWARE ENGINEERING, PLUS A BACHELOR'S DEGREE IN DESIGN ENGINEERING TECHNOLOGY. STUDENTS CAN MINOR IN AERONAUTICAL, BIOPROCESS, ENVIRONMENTAL, STRUCTURAL, ENERGY, BIOMEDICAL, PLASTICS, SOFTWARE, ROBOTICS, AND METALLURGICAL ENGINEERING. 2861985 SEVEN HUNDRED AND EIGHT STUDENTS SIGNED ATHLETIC PARTICIPATION FORM IN THE TRINE ATHLETIC DEPARTMENT IN FISCAL YEAR 2017. THE MALE AND FEMALE POPULATION CHOSE FROM 21 VARSITY PROGRAMS. THE STAFF INCLUDED 19 HEAD COACHES, FIVE ATHLETIC TRAINERS, A SPORTS INFORMATION DIRECTOR, ONE ATHLETIC DIRECTOR, ONE ADMINISTRATIVE ASSISTANT, AND 44 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. 9129761 11086865 THE OFFICE OF STUDENT SERVICES EXISTS TO PROVIDE STUDENTS THE BEST COLLEGE EXPERIENCE POSSIBLE BOTH IN AND OUT OF THE CLASSROOM. THE PROFESSIONAL STAFF PROVIDES A NETWORK OF SUPPORTIVE SERVICES TO HELP STUDENTS SUCCEED. THEY ALSO OVERSEE MORE THAN 65 STUDENT-RUN ORGANIZATIONS AND CREATE A SCHEDULE OF ENRICHING AND ENTERTAINING ACTIVITIES FOR STUDENTS THROUGHOUT THE ENTIRE YEAR. STUDENTS CAN CHOOSE FROM SERVICE ORGANIZATIONS, CAMPUS CHRISTIAN HOUSE, ATHLETIC SPIRIT GROUPS, INTRAMURAL SPORTS, STUDENT GOVERNMENT, HONOR SOCIETIES, SORORITIES AND FRATERNITIES, AND PROFESSIONAL SOCIETIES. THE OFFICE PROVIDES SUPPORT DURING FINALS WEEK, SUCH AS MOONLIGHT BREAKFAST, WINGS AND LONGNECK SODAS, ICE CREAM SOCIAL, AND STRESS-RELIEVING MASSAGES. STUDENTS RANDOMLY POP-UP EVENTS AND GIVEAWAYS THROUGHOUT THE SCHOOL YEAR ON VARIOUS DATES. COMEDIANS, PERFORMERS, ENTERTAINERS, CONCERTS, BUS TRIPS AND MANY OTHER ACTIVITIES KEEP CAMPUS LIFE BUSY AND INTERESTING ALL YEAR. THE STAFF ORGANIZED MORE THAN 150 EVENTS FOR STUDENTS, FACULTY, STAFF AND COMMUNITY MEMBERS IN ACADEMIC YEAR 2016-2017. INSTANCES OF INDIVIDUAL SERVICE NUMBERED IN THE THOUSANDS, WITH THE GREEK COMMUNITY RECORDING OVER 12,000 SERVICE HOURS DURING THE 2016-2017 ACADEMIC YEAR ALONE. OVER 1200 STUDENTS LIVED ON CAMPUS DURING THE 2016-2017 ACADEMIC YEAR. 50314016 27903788 56336534 76351547 true true false false false false false false false true true false false false true false true false true true true false false true true false false false true true true false false false false false false false false false true true false false false true true false false false true 220 0 true 1473 true true true false false false false true true false false false false X 28 26 true false false false false false false true true false false true true true true true true true false false IN X JODY GREER 2606654105 1 UNIVERSITY AVE ANGOLA IN 467031764 X MR RICK JAMES BOARD CHAIR 1.0 0.0 X 0 0 0 MR JERRY ALLEN BOARD MEMBER 1.0 0.0 X 0 0 0 MR MICHAEL EIKENBERRY BOARD MEMBER 1.0 0.0 X 0 0 0 DR TOMAS FURTH BOARD MEMBER 1.0 0.0 X 0 0 0 DR JOHN HESTER 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 MITCHEL RHOADS BOARD MEMBER 1.0 0.0 X 0 0 0 MR CLIFFORD RYAN BOARD MEMBER 1.0 0.0 X 0 0 0 MR KEITH TURNER BOARD MEMBER 1.0 0.0 X 0 0 0 MR JACK SHAW VICE BOARD CHAIR 1.0 0.0 X 0 0 0 MR JAMES BOCK BOARD MEMBER 1.0 0.0 X 0 0 0 MR JAMES FABIANI BOARD MEMBER 1.0 0.0 X 0 0 0 DR WILLIAM GETTIG BOARD MEMBER 1.0 0.0 X 0 0 0 MR LOUIS HOLTZ BOARD MEMBER 1.0 0.0 X 0 0 0 MR LARRY LEE BOARD MEMBER 1.0 0.0 X 0 0 0 MR IAN ROLLAND BOARD MEMBER 1.0 0.0 X 0 0 0 MR RALPH TRINE BOARD MEMBER 1.0 0.0 X 0 0 0 MS THERESA WAGLER BOARD MEMBER 1.0 0.0 X 0 0 0 MR LYNN BROOKS SECRETARY OF BOARD 1.0 0.0 X 0 0 0 DR KEITH BUSSE BOARD MEMBER 1.0 0.0 X 0 0 0 DR LAWRENCE FRANKS BOARD MEMBER 1.0 0.0 X 0 0 0 MR TIM HAFFNER BOARD MEMBER 1.0 0.0 X 0 0 0 MR DENNIS KRUSE BOARD MEMBER 1.0 0.0 X 0 0 0 MR LARRY REINERS BOARD MEMBER 1.0 0.0 X 0 0 0 MS ELIZABETH ROONEY BOARD MEMBER 1.0 0.0 X 0 0 0 DR SHERRI TRINE BOARD MEMBER 1.0 0.0 X 0 0 0 DR WYATT WEAVER MD BOARD MEMBER 1.0 0.0 X 0 0 0 DR EARL D BROOKS II PRESIDENT 50.0 0.0 X 631555 0 43552 MRS JODY A GREER V.P. FINANCE 50.0 0.0 X 133071 0 39129 MR MICHAEL BOCK SR. VICE PRESIDENT 50.0 0.0 X 146819 0 32368 MR ALLEN HERSEL VP OF ACADEMIC AFFAIRS 50.0 0.0 X 199762 0 34962 MR MAX BAUMGARTNER DEAN, SCHOOL OF HEALTH SCIENCE 50.0 0.0 X 128143 0 23810 MS DAWN LABARBERA DIRECTOR OF P.A. SCHOOL 50.0 0.0 X 136322 0 40876 MR KENT STUCKY VP OF DEVELOPMENT 50.0 0.0 X 155816 0 38221 MR TIMOTHY TYLER DEAN, SCHOOL OF ENGINEERING 50.0 0.0 X 130662 0 26475 MR RANDY WHITE VP STUDENT LIFE 50.0 0.0 X 129044 0 23690 1791194 0 303083 25 false true false MICHAEL KINDER AND SONS 5206 DECATUR RD FORT WAYNE IN 46802 CONSTRUCTION 9063257 BON APPETIT MANAGEMENT COMPANY 91337 COLLECTIONS DRIVE CHICAGO IL 60693 FOOD SERVICE 4465546 JICI 319 POKAGON TRAIN ANGOLA IN 46703 CONSTRUCTION 6628415 FOLLETT HIGHER EDUCATION GROUP 624 S MICHIGAN AVE 1 CHICAGO IL 60605 BOOKSTORE 417613 PRESIDIO HOLDINGS PO BOX 99613 TROY MI 60605 PROFESSIONAL SERVICE 364950 18 551200 235652 10918984 697646 11705836 TUITION AND FEES 611710 71489798 71489798 AUXILIARY INCOME 900099 12188243 11391738 796505 ATHLETIC INCOME 900099 540265 540265 CONFERENCE AND EVENTS 900099 290405 134650 155755 MISCELLANEOUS INCOME 900099 910827 910827 85419538 681481 681481 0 0 8605 8605 0 8605 8605 5944959 12835 5236485 708474 12835 721309 12835 708474 127161 551199 134105 -6944 -6944 0 0 0 138353 93925 44428 44428 GOLF COURSE INCOME 900099 322044 322044 322044 98896297 84480113 1318732 1391616 0 28139440 28139440 0 0 1142761 1028485 91421 22855 0 22303528 20073175 1784282 446071 1604492 1444042 128360 32090 2551957 2296761 204157 51039 1627180 1464462 130174 32544 0 34245 34245 200672 200672 0 46423 46423 99846 99846 4609320 3226524 1382796 782277 704049 62582 15646 1529841 1376857 122387 30597 517359 465623 41389 10347 0 3390416 3051375 271233 67808 967179 870461 77374 19344 0 0 739476 517633 221843 0 4787452 4308707 382996 95749 396194 356575 31695 7924 ACADEMIC SUPPORT 1405776 1405776 STUDENT ACTIVITIES 322946 290651 25836 6459 ATHLETIC EXPENSE 498223 498223 RECRUITING FEES 1295602 1295602 3930140 3537126 314411 78603 82922745 76351547 5607699 963499 0 970 17984681 17056029 13771919 14268919 1229601 1859529 0 0 0 0 15450 0 211119 197522 380529 420760 155795656 50305032 92526800 105490624 25021494 30309428 0 0 0 0 0 0 2792569 2731144 153934162 172334925 5560690 8550024 0 0 2867562 2189677 32186557 28922250 0 0 0 0 1445959 2850266 0 0 1927327 1422608 43988095 43934825 X 67252146 78143594 24064886 30831050 18629035 19425456 109946067 128400100 153934162 172334925 X 15973552 1806175 10502 663804 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29342177 924444 2885239 1124021 32027839 29288553 1521091 -443952 1023515 29342177 26798380 2388756 942828 841411 29288553 25134528 698781 1861744 896673 26798380 22664187 423550 2794483 747692 25134528 0.12000 0.57000 0.31000 true false 3317727 3317727 116010159 33617353 82392806 0 0 0 13365954 8883536 4482418 23101815 7804142 15297673 105490624 0 ASSETS HELD FOR OTHERS 362199 ANNUITIES AND TRUSTS PAYABLE 1055256 ADVANCES FOR FEDERAL LOANS 0 INTEREST RATE SWAP AGREEMENTS 5153 1422608 73365522 1806175 10502 891834 2708511 70657011 99846 28139440 28239286 98896297 54911489 228030 228030 54683459 99846 28139440 28239286 82922745 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 $29,024 INTEREST IN STEUBEN COUNTY COMM FOUNDATION 34,786 DERIVATIVE CONTRACTS 599,994 COST OF GOODS SOLD 93,925 SPECIAL EVENTS EXPENSE 134,105 TOTAL: $891,834 PART XII, LINE 2D COST OF GOODS SOLD $ 93,925 SPECIAL EVENTS EXPENSE 134,105 TOTAL: $228,030 PART XI & XII, LINE 4B STUDENT FINANCIAL AID $28,139,440 TOTAL: $28,139,440 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, PELL GRANTS, AND WORK STUDY GRANTS. East Asia and the Pacific 8 PROGRAM SERVICES STUDENT RECRUITMENT 133180 South Asia 5 PROGRAM SERVICES STUDENT RECRUITMENT 635009 Middle East and North Africa 1 PROGRAM SERVICES STUDENT RECRUITMENT 286000 Europe (Including Iceland and Greenland) Program Services STUDY ABROAD 55850 14 14 1110039 1110039 false false false false false false X X X X X X X true WILSON BENNETT TECHNOLOGY PHONATHON false 185182 45000 140182 185182 45000 140182 AZ IN GOLF OUTING 171750 95030 76720 30070 45106 GALA 506610 456169 50441 32411 26518 0 678360 551199 127161 62481 71624 134105 -6944 true STUDENT FINANCIAL AID 2072 28139440 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 true false false false false false false false DR EARL D BROOKS II PRESIDENT 357373 0 160755 0 113427 0 24000 0 19552 0 675107 0 MRS JODY A GREER V.P. FINANCE 117684 0 15000 0 387 0 24000 0 15129 0 172200 0 MR MICHAEL BOCK SR. VICE PRESIDENT 133225 0 13000 0 594 0 14008 0 18360 0 179187 0 MR ALLEN HERSEL VP OF ACADEMIC AFFAIRS 186627 0 13000 0 135 0 18000 0 16962 0 234724 0 MR MAX BAUMGARTNER DEAN, SCHOOL OF HEALTH SCIENCE 127402 0 534 0 207 0 6848 0 16962 0 151953 0 MS DAWN LABARBERA DIRECTOR OF P.A. SCHOOL 135935 0 0 0 387 0 24000 0 16876 0 177198 0 MR KENT STUCKY VP OF DEVELOPMENT 143222 0 12000 0 594 0 23092 0 15129 0 194037 0 MR TIMOTHY TYLER DEAN, SCHOOL OF ENGINEERING 130275 0 0 0 387 0 6923 0 19552 0 157137 0 MR RANDY WHITE VP STUDENT LIFE 118450 0 10000 0 594 0 23690 0 0 0 152734 0 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. LINE 4B: THE PRESIDENT IS THE SOLE PARTICIPANT IN TRINE'S 457(F) PLAN. DURING 2016, AMOUNTS DEFERRED UNDER THE PLAN WERE $60,000. A INDIANA FINANCE AUTHORITY 351602316 2012-11-01 37700000 EDUCATIONAL FACILITIES REVENUE BON false false false A 8777750 0 37700000 0 0 0 133000 0 0 6470986 0 0 2012 true false true true A false false false false 0 false false false true A false true false false false false 0 false 0 false false A false VESTIL MANUFACTURING CORP >35% BRD MBR OWNERSHIP 216000 LEASE OF VILLAS, FURNISHINGS false VESTIL MANUFACTURING CORP BOARD MEMBERS RALPH TRINE AND SHERI TRINE HAVE A >35% OWNERSHIP IN VESTIL MANUFACTURING CORP. X 7 671688 HI/LO AVERAGE X TREES 2 9100 FMV X OTHER 4 16861 FMV false true false SCHEDULE M TRINE UNIVERSITY USES SCHWAB TO SELL ANY CONTRIBUTED SECURITIES. 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, 1B Dr. Ralph Trine and Dr. Sheri Trine are considered non-independent due to a transaction with Vestil Manufacturing Corp, an entity of which they are greater than 35% owners. This transaction is reported on Schedule L. FORM 990, PART VI, SECTION A, LINE 2 Dr. Ralph Trine and Dr. Sheri Trine have a family relationship. JIM FABIANI AND ELIZABETH ROONEY HAVE A FAMILY 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 2017.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 $ 29,024 INTEREST IN STEUBEN COUNTY COMMUNITY FOUNDATION + 34,786 DERIVATIVE CONTRACT + 599,994 TOTAL = $663,804 EDUCATION ONE 1 UNIVERSITY AVENUE ANGOLA IN 46703 350715530 EDUCATION IN 377582 304958 TRINE UNIV INNOVATION ONE 1 UNIVERSITY AVENUE ANGOLA IN 46703 350715530 EDUCATION IN 19139 4717 TRINE UNIV INDEPENDENT COLLEGES OF INDIANA INC 30 SOUTH MERIDIAN STREET STE 800 INDIANAPOLIS IN 46204 310901001 EDUCATION IN 501(c)(3) 11 NA false CHARITABLE REMAINDER TRUSTS (7) CHAR. REM. TR IN NA TRUST false false false false false false false false false false false false false false false false false false false false