TRINE UNIVERSITY INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TRINE UNIVERSITY INC (EIN 35-0715530)
- Tax period
- 2015-05-01 to 2016-04-30
- Filed
- 2016-09-01
- IRS object ID
- 201602459349300930
- Schema version
- 2015v2.1
- 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 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 | 2016-09-01T13:21:19-05:00 | ReturnTs |
| Tax Period End | 2016-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Main St Suite 700 | 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 | 2015-05-01 | 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) |
|---|---|---|
| In Care Of | % JODY GREER | InCareOfNm |
| Business Name Control | TRIN | BusinessNameControlTxt |
| Phone | 2606654105 | 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 | JODY GREER | PersonNm |
| Person Title | V.P. FINANCE | PersonTitleTxt |
| Phone | 2606654105 | PhoneNum |
| Signature | 2016-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joyce A Dulworth | PreparerPersonNm |
| PTIN | P00151125 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR EARL D BROOKS II | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY AVE | AddressLine1Txt |
| City | ANGOLA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $102,678,014 | 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 | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 1473 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $1,311,985 | TotalGrossUBIAmt |
| PY Contributions Grants | $10,766,440 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,297,682 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $67,675,771 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $79,856,765 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,086,521 | PYInvestmentIncomeAmt |
| CY Investment Income | $963,958 | CYInvestmentIncomeAmt |
| PY Other Revenue | $381,278 | PYOtherRevenueAmt |
| CY Other Revenue | $598,237 | CYOtherRevenueAmt |
| PY Total Revenue | $79,910,010 | PYTotalRevenueAmt |
| CY Total Revenue | $97,716,642 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $24,600,107 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $26,783,998 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,248,108 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,954,957 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $45,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $46,691 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $918,081 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,341,375 | PYOtherExpensesAmt |
| CY Other Expenses | $23,865,971 | CYOtherExpensesAmt |
| PY Total Expenses | $70,234,590 | PYTotalExpensesAmt |
| CY Total Expenses | $78,651,617 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,675,420 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,065,025 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $137,026,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $153,934,162 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,776,212 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,988,095 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $92,250,032 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $109,946,067 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,300,704 | ExpenseAmt |
| Grant | $529,514 | GrantAmt |
| Revenue | $15,961,953 | RevenueAmt |
| Desc | THE ALLEN SCHOOL OF ENGINEERING AND TECHNOLOGY SERVED 838 STUDENTS IN 2015/2016. 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, ELECTRICAL, MECHANICAL, SOFTWARE AND COMPUTER SCIENCE AND COMPUTER 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,710,166 | ExpenseAmt |
| Desc | SEVEN HUNDRED AND SIX STUDENTS SIGNED ATHLETIC PARTICIPATION FORMS IN THE TRINE ATHLETIC DEPARTMENT IN FISCAL YEAR 2016. 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,645,458 | ExpenseAmt |
| Revenue | $10,375,270 | RevenueAmt |
| Desc | 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 60 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 SUPPORT 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, AND STRESS-RELIEVING MASSAGES. STUDENTS ENJOY WEDNESDAY NIGHT PROGRAMMING WITH A FOCUS ON STUDENT-RUN EVENTS AND RANDOM 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 2015-2016. INSTANCES OF INDIVIDUAL SERVICE NUMBERED IN THE THOUSANDS, WITH THE CAMPUS COMMUNITY HAVING RECORDED OVER 600 SERVICE HOURS DURING THE "SERVE 60" SERVICE INIATIVE IN JANUARY. OVER 1200 STUDENTS LIVED ON CAMPUS DURING THE 2015-2016 ACADEMIC YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $47,645,029 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $26,254,484 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $52,669,586 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $72,301,357 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | 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 | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 216 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1473 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | 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 |
| 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 |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JODY GREER | PersonNm |
| Phone | 2606654105 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 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 |
|---|---|---|---|---|---|---|---|---|
| MR RICK JAMES | ||||||||
| BOARD CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR JACK SHAW | ||||||||
| BOARD VICE-CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR LYNN BROOKS | ||||||||
| BOARD SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR JERRY ALLEN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR JAMES BOCK | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR KEITH BUSSE | ||||||||
| 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 JAMES FABIANI | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR LAWRENCE FRANKS | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR TOMAS FURTH | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR WILLIAM GETTIG | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR JOHN HESTER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR LOUIS HOLTZ | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR DENNIS KRUSE | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR STEPHEN LAHOOD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR LARRY LEE | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR ALAN MCGEE MD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR RICHARD OEDER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR JOHN PITTMANLEFT 92015 | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR LARRY REINERS | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR MITCHEL RHOADS | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR IAN ROLLAND | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MRS ELIZABETH ROONEY | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR CLIFFORD RYAN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR RALPH TRINE | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR SHERRI TRINE | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR KEITH TURNER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MS THERESA WAGLER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR WYATT WEAVER MD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TIM HAFFNER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EARL D BROOKS II | ||||||||
| PRESIDENT | 50.0 | 0.0 | $626,702 | $0 | $36,439 | Yes (X) | ||
| MRS JODY A GREER | ||||||||
| V.P. FINANCE | 50.0 | 0.0 | $118,058 | $0 | $20,932 | Yes (X) | ||
| MR MICHAEL BOCK | ||||||||
| SR. VICE PRESIDENT | 50.0 | 0.0 | $138,841 | $0 | $20,108 | Yes (X) | ||
| MR JOHN SHANNONLEFT 61515 | ||||||||
| VP OF ACADEMIC AFFAIRS | 50.0 | 0.0 | $50,365 | $0 | $9,516 | Yes (X) | ||
| ALLEN HERSELBEGAN 61515 | ||||||||
| VP OF ACADEMIC AFFAIRS | 50.0 | 0.0 | $175,032 | $0 | $26,997 | Yes (X) | ||
| MR STUART JONES | ||||||||
| VP OF ENROLLMENT MANAGEMENT | 50.0 | 0.0 | $147,034 | $0 | $13,647 | Yes (X) | ||
| MR MAX BAUMGARTNER | ||||||||
| DEAN, SCHOOL OF HEALTH SCIENCE | 50.0 | 0.0 | $122,561 | $0 | $20,009 | Yes (X) | ||
| MR VINROD SHARMA | ||||||||
| DEAN, SCHOOL OF ENGINEERING | 50.0 | 0.0 | $134,920 | $0 | $16,546 | Yes (X) | ||
| TIM TYLER | ||||||||
| PROFESSOR, CIVIL ENGINEERING | 50.0 | 0.0 | $130,166 | $0 | $21,156 | Yes (X) | ||
| MR KENT STUCKY | ||||||||
| VP OF ADVANCEMENT | 50.0 | 0.0 | $155,293 | $0 | $24,875 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,798,972 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $210,225 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | 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 |
|---|---|---|---|---|---|
| BON APPETIT MANAGEMENT COMPANY | |||||
| 91337 COLLECTIONS DRIVE | CHICAGO | IL | 60693 | FOOD SERVICE | $4,480,638 |
| JIM INGLEDUE CONSTRUCTION INC | |||||
| 319 POKAGON TRAIL SUITE A | ANGOLA | IN | 46703 | CONSTRUCTION | $2,593,134 |
| JK ICE VENTURES INC | |||||
| 319 POKAGON TRAIL SUITE C | ANGOLA | IN | 46703 | CONSTRUCTION | $769,253 |
| CLEAR LAKE ELECTRIC INC | |||||
| 349 POKAGON TRAIL | ANGOLA | IN | 46703 | CONSTRUCTION | $628,964 |
| FOLLETT HIGHER EDUCATION GROUP | |||||
| 624 S MICHIGAN AVE 1 | CHICAGO | IL | 60605 | BOOKSTORE OPERATIONS | $485,838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 50 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $572,556 | FundraisingAmt |
| Government Grants | $529,514 | GovernmentGrantsAmt |
| All Other Contributions | $15,195,612 | AllOtherContributionsAmt |
| Noncash Contributions | $804,900 | NoncashContributionsAmt |
| Total Contributions | $16,297,682 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611710 | $66,948,615 | $66,948,615 | |
| AUXILIARY INCOME | 900099 | $11,933,188 | $11,332,288 | $600,900 |
| ATHLETIC INCOME | 900099 | $480,837 | $480,837 | |
| CONFERENCE AND EVENTS | 900099 | $312,263 | $31,665 | $280,598 |
| MISCELLANEOUS INCOME | 900099 | $181,862 | $181,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $79,856,765 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $661,380 | TotalRevenueColumnAmt |
| Exclusion | $661,380 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,847 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,847 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,847 | TotalRevenueColumnAmt |
| Exclusion | $10,847 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,004,212 | SecuritiesAmt |
| Other | $31,542 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,733,176 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $271,036 | SecuritiesAmt |
| Other | $31,542 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $302,578 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,542 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $271,036 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $280,317 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $572,556 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $123,414 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,903 | TotalRevenueColumnAmt |
| Exclusion | $156,903 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $153,224 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $104,782 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,442 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $48,442 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOLF COURSE INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $382,045 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $382,045 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $382,045 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,716,642 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $79,006,809 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,311,985 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,100,166 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,783,998 | TotalAmt |
| Program Services | $26,783,998 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $905,967 | TotalAmt |
| Program Services | $815,371 | ProgramServicesAmt |
| Management And General | $72,477 | ManagementAndGeneralAmt |
| Fundraising | $18,119 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,749,317 | TotalAmt |
| Program Services | $19,574,386 | ProgramServicesAmt |
| Management And General | $1,739,945 | ManagementAndGeneralAmt |
| Fundraising | $434,986 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,525,326 | TotalAmt |
| Program Services | $1,372,793 | ProgramServicesAmt |
| Management And General | $122,026 | ManagementAndGeneralAmt |
| Fundraising | $30,507 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,224,205 | TotalAmt |
| Program Services | $2,001,785 | ProgramServicesAmt |
| Management And General | $177,936 | ManagementAndGeneralAmt |
| Fundraising | $44,484 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,550,142 | TotalAmt |
| Program Services | $1,395,128 | ProgramServicesAmt |
| Management And General | $124,011 | ManagementAndGeneralAmt |
| Fundraising | $31,003 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,331 | TotalAmt |
| Management And General | $116,331 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,362 | TotalAmt |
| Management And General | $208,362 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,691 | TotalAmt |
| Fundraising | $46,691 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,115 | TotalAmt |
| Management And General | $94,115 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,401,868 | TotalAmt |
| Program Services | $3,081,308 | ProgramServicesAmt |
| Management And General | $1,320,560 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,435 | TotalAmt |
| Program Services | $594,391 | ProgramServicesAmt |
| Management And General | $52,835 | ManagementAndGeneralAmt |
| Fundraising | $13,209 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,494,580 | TotalAmt |
| Program Services | $1,345,093 | ProgramServicesAmt |
| Management And General | $119,596 | ManagementAndGeneralAmt |
| Fundraising | $29,891 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,945 | TotalAmt |
| Program Services | $355,450 | ProgramServicesAmt |
| Management And General | $31,596 | ManagementAndGeneralAmt |
| Fundraising | $7,899 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,264,109 | TotalAmt |
| Program Services | $2,937,698 | ProgramServicesAmt |
| Management And General | $261,129 | ManagementAndGeneralAmt |
| Fundraising | $65,282 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $912,602 | TotalAmt |
| Program Services | $821,342 | ProgramServicesAmt |
| Management And General | $73,008 | ManagementAndGeneralAmt |
| Fundraising | $18,252 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,840 | TotalAmt |
| Program Services | $483,588 | ProgramServicesAmt |
| Management And General | $207,252 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,363,753 | TotalAmt |
| Program Services | $3,927,378 | ProgramServicesAmt |
| Management And General | $349,100 | ManagementAndGeneralAmt |
| Fundraising | $87,275 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,095 | TotalAmt |
| Program Services | $321,385 | ProgramServicesAmt |
| Management And General | $28,568 | ManagementAndGeneralAmt |
| Fundraising | $7,142 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ACADEMIC SUPPORT | $1,425,603 | $1,425,603 | ||
| STUDENT ACTIVITIES | $238,553 | $214,698 | $19,084 | $4,771 |
| ATHLETIC EXPENSE | $226,825 | $226,825 | ||
| RECRUITING FEES | $1,087,500 | $1,087,500 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,928,455 | TotalAmt |
| Program Services | $3,535,637 | ProgramServicesAmt |
| Management And General | $314,248 | ManagementAndGeneralAmt |
| Fundraising | $78,570 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,651,617 | TotalAmt |
| Program Services | $72,301,357 | ProgramServicesAmt |
| Management And General | $5,432,179 | ManagementAndGeneralAmt |
| Fundraising | $918,081 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,192,550 | BOYAmt |
| EOY | $17,984,681 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,817,531 | BOYAmt |
| EOY | $13,771,919 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $796,373 | BOYAmt |
| EOY | $1,229,601 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,086 | BOYAmt |
| EOY | $15,450 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,268 | BOYAmt |
| EOY | $211,119 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,664 | BOYAmt |
| EOY | $380,529 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $138,057,904 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,531,104 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,950,088 | BOYAmt |
| EOY | $92,526,800 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,046,542 | BOYAmt |
| EOY | $25,021,494 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,699,142 | BOYAmt |
| EOY | $2,792,569 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,026,244 | BOYAmt |
| EOY | $153,934,162 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,243,434 | BOYAmt |
| EOY | $5,560,690 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,179,910 | BOYAmt |
| EOY | $2,867,562 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,642,250 | BOYAmt |
| EOY | $32,186,557 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,404,307 | BOYAmt |
| EOY | $1,445,959 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,306,311 | BOYAmt |
| EOY | $1,927,327 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,776,212 | BOYAmt |
| EOY | $43,988,095 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,920,103 | BOYAmt |
| EOY | $67,252,146 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,933,989 | BOYAmt |
| EOY | $24,064,886 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,395,940 | BOYAmt |
| EOY | $18,629,035 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,250,032 | BOYAmt |
| EOY | $109,946,067 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,026,244 | BOYAmt |
| EOY | $153,934,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $19,065,025 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$718,823 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$650,167 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,288,553 | BeginningYearBalanceAmt |
| Contributions | $1,521,091 | ContributionsAmt |
| Investment Earnings Or Losses | -$443,952 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,023,515 | GrantsOrScholarshipsAmt |
| End Year Balance | $29,342,177 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,798,380 | BeginningYearBalanceAmt |
| Contributions | $2,388,756 | ContributionsAmt |
| Investment Earnings Or Losses | $942,828 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $841,411 | GrantsOrScholarshipsAmt |
| End Year Balance | $29,288,553 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,134,528 | BeginningYearBalanceAmt |
| Contributions | $698,781 | ContributionsAmt |
| Investment Earnings Or Losses | $1,861,744 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $896,673 | GrantsOrScholarshipsAmt |
| End Year Balance | $26,798,380 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,664,187 | BeginningYearBalanceAmt |
| Contributions | $423,550 | ContributionsAmt |
| Investment Earnings Or Losses | $2,794,483 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $747,692 | GrantsOrScholarshipsAmt |
| End Year Balance | $25,134,528 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,181,981 | BeginningYearBalanceAmt |
| Contributions | $745,503 | ContributionsAmt |
| Investment Earnings Or Losses | -$436,474 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $826,823 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,664,187 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29000 | 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 | $3,120,745 | OtherCostOrOtherBasisAmt |
| Book Value | $3,120,745 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $109,652,649 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,534,553 | DepreciationAmt |
| Book Value | $79,118,096 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,356,248 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,928,473 | DepreciationAmt |
| Book Value | $4,427,775 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,928,262 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,068,078 | DepreciationAmt |
| Book Value | $5,860,184 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $92,526,800 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSETS HELD FOR OTHERS | $242,026 |
| ANNUITIES AND TRUSTS PAYABLE | $911,205 |
| ADVANCES FOR FEDERAL LOANS | $168,949 |
| INTEREST RATE SWAP AGREEMENTS | $605,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,927,327 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $69,697,735 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$718,823 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$421,971 | OtherRevenueAmt |
| Revenue Not Reported | -$1,140,794 | RevenueNotReportedAmt |
| Revenue Subtotal | $70,838,529 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $94,115 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $26,783,998 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $26,878,113 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $97,716,642 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $52,001,700 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $228,196 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $228,196 | ExpensesNotReportedAmt |
| Expenses Subtotal | $51,773,504 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $94,115 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $26,783,998 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $26,878,113 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $78,651,617 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 ($158,494) INTEREST IN STEUBEN COUNTY COMM FOUNDATION 763 DERIVATIVE CONTRACTS ($492,436) COST OF GOODS SOLD $104,782 SPECIAL EVENTS EXPENSE $123,414 TOTAL: ($421,971) |
| PART XII, LINE 2D | COST OF GOODS SOLD $104,782 SPECIAL EVENTS EXPENSE $123,414 TOTAL: $228,196 |
| PART XI & XII, LINE 4B | STUDENT FINANCIAL AID $26,783,998 TOTAL: $26,783,988 |
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 | INCLUDED IN ALL PUBLICATIONS, NEWSPAPERS AND RADIO ADVERTISEMENTS. |
| 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. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 9 | PROGRAM SERVICES | STUDENT RECRUITMENT | $66,445 |
| SOUTH ASIA | 5 | PROGRAM SERVICES | STUDENT RECRUITMENT | $703,302 |
| MIDDLE EAST AND NORTH AFRICA | 2 | PROGRAM SERVICES | STUDENT RECRUITMENT | $116,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 16 | SubtotalEmployeesCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Subtotal Spent | $885,747 | SubtotalSpentAmt |
| Total Spent | $885,747 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILSON BENNETT TECHNOLOGY | PersonNm |
| Activity | PHONATHON | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $154,804 | GrossReceiptsAmt |
| Retained By Contractor | $46,691 | RetainedByContractorAmt |
| Net To Organization | $108,113 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $154,804 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $46,691 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $108,113 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $103,875 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $84,960 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,915 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $530 | CashPrizesEvent1Amt |
| Food And Beverage Event1 | $33,329 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $27,592 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $748,998 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $487,596 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $261,402 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $23,420 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $38,143 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $852,873 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $572,556 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $280,317 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $530 | CashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $56,749 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $65,735 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $123,414 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $156,903 | 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 | 2309 | RecipientCnt |
| Cash Grant | $26,783,998 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EARL D BROOKS II | ||||||||||||||
| PRESIDENT | $353,144 | $0 | $156,092 | $0 | $117,466 | $0 | $29,000 | $0 | $7,439 | $0 | $663,141 | $0 | ||
| MR MICHAEL BOCK | ||||||||||||||
| SR. VICE PRESIDENT | $133,247 | $0 | $5,000 | $0 | $594 | $0 | $13,941 | $0 | $6,167 | $0 | $158,949 | $0 | ||
| ALLEN HERSELBEGAN 61515 | ||||||||||||||
| VP OF ACADEMIC AFFAIRS | $174,897 | $0 | $0 | $0 | $135 | $0 | $18,354 | $0 | $8,643 | $0 | $202,029 | $0 | ||
| MR STUART JONES | ||||||||||||||
| VP OF ENROLLMENT MANAGEMENT | $146,827 | $0 | $0 | $0 | $207 | $0 | $11,796 | $0 | $1,851 | $0 | $160,681 | $0 | ||
| MR VINROD SHARMA | ||||||||||||||
| DEAN, SCHOOL OF ENGINEERING | $134,611 | $0 | $0 | $0 | $309 | $0 | $13,742 | $0 | $2,804 | $0 | $151,466 | $0 | ||
| TIM TYLER | ||||||||||||||
| PROFESSOR, CIVIL ENGINEERING | $129,959 | $0 | $0 | $0 | $207 | $0 | $13,741 | $0 | $7,415 | $0 | $151,322 | $0 | ||
| MR KENT STUCKY | ||||||||||||||
| VP OF ADVANCEMENT | $144,672 | $0 | $10,027 | $0 | $594 | $0 | $15,413 | $0 | $9,462 | $0 | $180,168 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I | FormAndLineReferenceDesc |
| Explanation | 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 2015, AMOUNTS DEFERRED UNDER THE PLAN WERE $60,000. | ExplanationTxt |
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 | 351602316 | BondIssuerEIN |
| Bond Issued | 2012-11-01 | BondIssuedDt |
| Issue Price | $37,700,000 | IssuePriceAmt |
| Purpose | EDUCATIONAL FACILITIES REVENUE BON | 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 | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $37,700,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $133,000 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $6,470,986 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| 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 |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| 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 | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VESTIL MANUFACTURING CORP | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | >35% BRD MBR OWNERSHIP | RelationshipDescriptionTxt |
| Transaction | $211,000 | TransactionAmt |
| Transaction | LEASE OF VILLAS, FURNISHINGS | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | VESTIL MANUFACTURING CORP | FormAndLineReferenceDesc |
| Explanation | BOARD MEMBERS RALPH TRINE AND SHERI TRINE HAVE A >35% OWNERSHIP IN VESTIL MANUFACTURING CORP. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $160,984 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | HI/LO AVERAGE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $640,986 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | LABORATORY EQUIPMENT | 2 | $24,008 | FMV |
| Yes (X) | FURNITURE | 1 | $5,300 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K | FormAndLineReferenceDesc |
| Explanation | TRINE UNIVERSITY USES SCHWAB TO SELL ANY CONTRIBUTED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 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 11 | 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 them 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 15 | 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 2016.IN ADDITION, A COMPENSATION STUDY IS OBTAINED FROM A THIRD PARTY EVERY 5 YEARS. FORM 990, PART VI, SECTION B, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9 | SPLIT INTEREST AGREEMENTS ($158,494) INTEREST IN STEUBEN COUNTY COMMUNITY FOUNDATION + $763 DERIVATIVE CONTRACT + ($492,436) TOTAL = ($650,167) |
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 |
|---|---|---|---|---|---|---|---|---|---|
| EDUCATION ONE | |||||||||
| 1 UNIVERSITY AVENUE | ANGOLA | IN | 46703 | 350715530 | EDUCATION | IN | $39,070 | $148,165 | TRINE UNIV |
| INNOVATION ONE | |||||||||
| 1 UNIVERSITY AVENUE | ANGOLA | IN | 46703 | 350715530 | EDUCATION | IN | $9,637 | $8,448 | 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 MERIDIAN STREET STE 800 | AddressLine1Txt |
| 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 | 11 | 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 (7) | 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 |
| Controlled Organization | false | ControlledOrganizationInd |
| 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 | false | 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 | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | 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 |