2016-09-01T13:21:19-05:00 2016-04-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2015-05-01 350715530 TRINE UNIVERSITY % JODY GREER TRIN 2606654105 1 UNIVERSITY AVENUE ANGOLA IN 467031764 JODY GREER V.P. FINANCE 2606654105 2016-09-15 true Joyce A Dulworth P00151125 2604604000 2015 2016-12-15 16:53:06Z DR EARL D BROOKS II 1 UNIVERSITY AVE ANGOLA IN 46703 102678014 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. 29 27 1473 3 1311985 10766440 16297682 67675771 79856765 1086521 963958 381278 598237 79910010 97716642 24600107 26783998 0 0 24248108 27954957 45000 46691 918081 21341375 23865971 70234590 78651617 9675420 19065025 137026244 153934162 44776212 43988095 92250032 109946067 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 13300704 529514 15961953 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. 2710166 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. 8645458 10375270 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. 47645029 26254484 52669586 72301357 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 216 0 true 1473 true true true false false false false true true false false false false X 29 27 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 JACK SHAW BOARD VICE-CHAIR 1.0 0.0 X 0 0 0 MR LYNN BROOKS BOARD SECRETARY 1.0 0.0 X 0 0 0 DR JERRY ALLEN BOARD MEMBER 1.0 0.0 X 0 0 0 DR JAMES BOCK BOARD MEMBER 1.0 0.0 X 0 0 0 DR KEITH BUSSE BOARD MEMBER 1.0 0.0 X 0 0 0 MR MICHAEL EIKENBERRY BOARD MEMBER 1.0 0.0 X 0 0 0 MR JAMES FABIANI BOARD MEMBER 1.0 0.0 X 0 0 0 DR LAWRENCE FRANKS BOARD MEMBER 1.0 0.0 X 0 0 0 DR TOMAS FURTH BOARD MEMBER 1.0 0.0 X 0 0 0 DR WILLIAM GETTIG BOARD MEMBER 1.0 0.0 X 0 0 0 DR JOHN HESTER BOARD MEMBER 1.0 0.0 X 0 0 0 MR LOUIS HOLTZ BOARD MEMBER 1.0 0.0 X 0 0 0 MR DENNIS KRUSE BOARD MEMBER 1.0 0.0 X 0 0 0 MR STEPHEN LAHOOD BOARD MEMBER 1.0 0.0 X 0 0 0 MR LARRY LEE BOARD MEMBER 1.0 0.0 X 0 0 0 DR ALAN MCGEE MD BOARD MEMBER 1.0 0.0 X 0 0 0 MR RICHARD OEDER BOARD MEMBER 1.0 0.0 X 0 0 0 DR JOHN PITTMANLEFT 92015 BOARD MEMBER 1.0 0.0 X 0 0 0 MR LARRY REINERS BOARD MEMBER 1.0 0.0 X 0 0 0 MR MITCHEL RHOADS BOARD MEMBER 1.0 0.0 X 0 0 0 MR IAN ROLLAND BOARD MEMBER 1.0 0.0 X 0 0 0 MRS ELIZABETH ROONEY BOARD MEMBER 1.0 0.0 X 0 0 0 MR CLIFFORD RYAN BOARD MEMBER 1.0 0.0 X 0 0 0 MR RALPH TRINE BOARD MEMBER 1.0 0.0 X 0 0 0 DR SHERRI TRINE BOARD MEMBER 1.0 0.0 X 0 0 0 MR KEITH TURNER BOARD MEMBER 1.0 0.0 X 0 0 0 MS THERESA WAGLER BOARD MEMBER 1.0 0.0 X 0 0 0 DR WYATT WEAVER MD BOARD MEMBER 1.0 0.0 X 0 0 0 TIM HAFFNER BOARD MEMBER 1.0 0.0 X 0 0 0 EARL D BROOKS II PRESIDENT 50.0 0.0 X 626702 0 36439 MRS JODY A GREER V.P. FINANCE 50.0 0.0 X 118058 0 20932 MR MICHAEL BOCK SR. VICE PRESIDENT 50.0 0.0 X 138841 0 20108 MR JOHN SHANNONLEFT 61515 VP OF ACADEMIC AFFAIRS 50.0 0.0 X 50365 0 9516 ALLEN HERSELBEGAN 61515 VP OF ACADEMIC AFFAIRS 50.0 0.0 X 175032 0 26997 MR STUART JONES VP OF ENROLLMENT MANAGEMENT 50.0 0.0 X 147034 0 13647 MR MAX BAUMGARTNER DEAN, SCHOOL OF HEALTH SCIENCE 50.0 0.0 X 122561 0 20009 MR VINROD SHARMA DEAN, SCHOOL OF ENGINEERING 50.0 0.0 X 134920 0 16546 TIM TYLER PROFESSOR, CIVIL ENGINEERING 50.0 0.0 X 130166 0 21156 MR KENT STUCKY VP OF ADVANCEMENT 50.0 0.0 X 155293 0 24875 1798972 0 210225 20 false true false BON APPETIT MANAGEMENT COMPANY 91337 COLLECTIONS DRIVE CHICAGO IL 60693 FOOD SERVICE 4480638 JIM INGLEDUE CONSTRUCTION INC 319 POKAGON TRAIL SUITE A ANGOLA IN 46703 CONSTRUCTION 2593134 JK ICE VENTURES INC 319 POKAGON TRAIL SUITE C ANGOLA IN 46703 CONSTRUCTION 769253 CLEAR LAKE ELECTRIC INC 349 POKAGON TRAIL ANGOLA IN 46703 CONSTRUCTION 628964 FOLLETT HIGHER EDUCATION GROUP 624 S MICHIGAN AVE 1 CHICAGO IL 60605 BOOKSTORE OPERATIONS 485838 50 572556 529514 15195612 804900 16297682 TUITION AND FEES 611710 66948615 66948615 AUXILIARY INCOME 900099 11933188 11332288 600900 ATHLETIC INCOME 900099 480837 480837 CONFERENCE AND EVENTS 900099 312263 31665 280598 MISCELLANEOUS INCOME 900099 181862 181862 79856765 661380 661380 0 0 10847 10847 0 10847 10847 5004212 31542 4733176 271036 31542 302578 31542 271036 280317 572556 123414 156903 156903 0 153224 104782 48442 48442 GOLF COURSE INCOME 900099 382045 382045 382045 97716642 79006809 1311985 1100166 0 26783998 26783998 0 0 905967 815371 72477 18119 0 21749317 19574386 1739945 434986 1525326 1372793 122026 30507 2224205 2001785 177936 44484 1550142 1395128 124011 31003 0 116331 116331 208362 208362 0 46691 46691 94115 94115 4401868 3081308 1320560 660435 594391 52835 13209 1494580 1345093 119596 29891 394945 355450 31596 7899 0 3264109 2937698 261129 65282 912602 821342 73008 18252 0 0 690840 483588 207252 0 4363753 3927378 349100 87275 357095 321385 28568 7142 ACADEMIC SUPPORT 1425603 1425603 STUDENT ACTIVITIES 238553 214698 19084 4771 ATHLETIC EXPENSE 226825 226825 RECRUITING FEES 1087500 1087500 3928455 3535637 314248 78570 78651617 72301357 5432179 918081 0 0 15192550 17984681 5817531 13771919 796373 1229601 0 0 0 0 55086 15450 168268 211119 300664 380529 138057904 45531104 86950088 92526800 24046542 25021494 0 0 0 0 0 0 3699142 2792569 137026244 153934162 6243434 5560690 0 0 3179910 2867562 32642250 32186557 0 0 0 0 1404307 1445959 0 0 1306311 1927327 44776212 43988095 X 50920103 67252146 22933989 24064886 18395940 18629035 92250032 109946067 137026244 153934162 X 19065025 -718823 -650167 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true 29288553 1521091 -443952 1023515 29342177 26798380 2388756 942828 841411 29288553 25134528 698781 1861744 896673 26798380 22664187 423550 2794483 747692 25134528 23181981 745503 -436474 826823 22664187 0.11000 0.60000 0.29000 true false 3120745 3120745 109652649 30534553 79118096 12356248 7928473 4427775 12928262 7068078 5860184 92526800 0 ASSETS HELD FOR OTHERS 242026 ANNUITIES AND TRUSTS PAYABLE 911205 ADVANCES FOR FEDERAL LOANS 168949 INTEREST RATE SWAP AGREEMENTS 605147 1927327 69697735 -718823 -421971 -1140794 70838529 94115 26783998 26878113 97716642 52001700 228196 228196 51773504 94115 26783998 26878113 78651617 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 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 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. EAST ASIA AND THE PACIFIC 9 PROGRAM SERVICES STUDENT RECRUITMENT 66445 SOUTH ASIA 5 PROGRAM SERVICES STUDENT RECRUITMENT 703302 MIDDLE EAST AND NORTH AFRICA 2 PROGRAM SERVICES STUDENT RECRUITMENT 116000 16 16 885747 885747 false false false false false false X X X X X X X true WILSON BENNETT TECHNOLOGY PHONATHON false 154804 46691 108113 154804 46691 108113 AZ IN GOLF OUTING 103875 84960 18915 530 33329 400 27592 GALA 748998 487596 261402 23420 38143 0 852873 572556 280317 530 56749 400 65735 123414 156903 true STUDENT FINANCIAL AID 2309 26783998 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 EARL D BROOKS II PRESIDENT 353144 0 156092 0 117466 0 29000 0 7439 0 663141 0 MR MICHAEL BOCK SR. VICE PRESIDENT 133247 0 5000 0 594 0 13941 0 6167 0 158949 0 ALLEN HERSELBEGAN 61515 VP OF ACADEMIC AFFAIRS 174897 0 0 0 135 0 18354 0 8643 0 202029 0 MR STUART JONES VP OF ENROLLMENT MANAGEMENT 146827 0 0 0 207 0 11796 0 1851 0 160681 0 MR VINROD SHARMA DEAN, SCHOOL OF ENGINEERING 134611 0 0 0 309 0 13742 0 2804 0 151466 0 TIM TYLER PROFESSOR, CIVIL ENGINEERING 129959 0 0 0 207 0 13741 0 7415 0 151322 0 MR KENT STUCKY VP OF ADVANCEMENT 144672 0 10027 0 594 0 15413 0 9462 0 180168 0 0 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 2015, 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 0 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 211000 LEASE OF VILLAS, FURNISHINGS false VESTIL MANUFACTURING CORP BOARD MEMBERS RALPH TRINE AND SHERI TRINE HAVE A >35% OWNERSHIP IN VESTIL MANUFACTURING CORP. X 13 160984 HI/LO AVERAGE X 1 640986 FMV X LABORATORY EQUIPMENT 2 24008 FMV X FURNITURE 1 5300 FMV 1 false true true SCHEDULE K 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, 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) EDUCATION ONE 1 UNIVERSITY AVENUE ANGOLA IN 46703 350715530 EDUCATION IN 39070 148165 TRINE UNIV INNOVATION ONE 1 UNIVERSITY AVENUE ANGOLA IN 46703 350715530 EDUCATION IN 9637 8448 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