2014-09-12T04:44:26-05:00 2014-04-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2013-05-01 350715530 TRINE UNIVERSITY % JODY GREER TRIN 2606654105 1 UNIVERSITY AVENUE Suite ANGOLA IN 467031764 EARL BROOKS II PRESIDENT 2606654105 2014-09-15 true Joyce A Dulworth 2604604000 2013 2015-11-30 17:44:51Z DR EARL D BROOKS II 1 UNIVERSITY AVE ANGOLA IN 46703 74556807 false X 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 1252 3 420653 4744300 11049697 55785248 57537748 742404 1496306 569996 605598 61841948 70689349 21174543 21419944 0 0 18533358 21475263 45000 45000 1413777 17102039 17990250 56854940 60930457 4987008 9758892 115364882 125330564 43459279 42306030 71905603 83024534 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 10501601 8567978 11760942 THE ALLEN SCHOOL OF ENGINEERING AND TECHNOLOGY SERVED 714 STUDENTS IN 2013/2014. 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, 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. 2100320 SIX HUNDRED AND SEVENTY EIGHT STUDENTS SIGNED ATHLETIC PARTICIPATION FORMS IN THE TRINE ATHLETIC DEPARTMENT IN FISCAL YEAR 2014. 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 43 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. 6826041 7644613 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 50 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 MINISTRY, 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 JONES SODAS, ICE CREAM, AND STRESS-RELIEVING MASSAGES. STUDENTS ENJOY PING-PONG AND PIZZA ON WEDNESDAYS AND TOTALLY RANDOM EVENTS ON A WEEKLY BASIS THAT OFFER FREE FOOD AND PRIZES TO STUDENTS DURING RANDOM PERIODS OF TIME. 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 2013-2014. INSTANCES OF INDIVIDUAL SERVICE NUMBERED IN THE THOUSANDS, WITH THE CAMPUS COMMUNITY HAVING RECORDED 586 SERVICE HOURS DURING THE MARTIN LUTHER KING WEEK OF SERVICE IN JANUARY. OVER 1090 STUDENTS LIVED ON CAMPUS DURING THE 2013-2014 ACADEMIC YEAR. 33080042 12851966 39399157 52508004 true true false false false false false false false true true false false false true false true false true false true false false false true false false false true true true false false false false false false true false false true true false false false true true false false false true 139 0 true 1252 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 X 0 0 0 MR JACK SHAW BOARD VICE-CHAIR 1.0 X 0 0 0 DR RALPH TRINE BOARD SECRETARY 1.0 X 0 0 0 DR JERRY ALLEN BOARD MEMBER 1.0 X 0 0 0 MR JAMES BOCK BOARD MEMBER 1.0 X 0 0 0 MR LYNN BROOKS BOARD MEMBER 1.0 X 0 0 0 DR KEITH BUSSE BOARD MEMBER 1.0 X 0 0 0 MR JAMES FABIANI BOARD MEMBER 1.0 X 0 0 0 DR LAWRENCE FRANKS BOARD MEMBER 1.0 X 0 0 0 DR TOMAS FURTH BOARD MEMBER 1.0 X 0 0 0 DR WILLIAM GETTIG BOARD MEMBER 1.0 X 0 0 0 DR JOHN HESTER BOARD MEMBER 1.0 X 0 0 0 MR LOUIS HOLTZ BOARD MEMBER 1.0 X 0 0 0 MR DENNIS KRUSE BOARD MEMBER 1.0 X 0 0 0 MR STEPHEN LAHOOD BOARD MEMBER 1.0 X 0 0 0 MR LARRY LEE BOARD MEMBER 1.0 X 0 0 0 DR ALAN MCGEE MD BOARD MEMBER 1.0 X 0 0 0 MR MIKE MCKETTA III BOARD MEMBER 1.0 X 0 0 0 MR RICHARD OEDER BOARD MEMBER 1.0 X 0 0 0 DR JOHN PITTMAN BOARD MEMBER 1.0 X 0 0 0 MR LARRY REINERS BOARD MEMBER 1.0 X 0 0 0 MR MITCHEL RHOADS BOARD MEMBER 1.0 X 0 0 0 MR IAN ROLLAND BOARD MEMBER 1.0 X 0 0 0 MR CLIFFORD RYAN BOARD MEMBER 1.0 X 0 0 0 MR WAYNE SHIVE BOARD MEMBER 1.0 X 0 0 0 DR SHERI TRINE BOARD MEMBER 1.0 X 0 0 0 MS THERESA WAGLER BOARD MEMBER 1.0 X 0 0 0 R WYATT WEAVER JR MD BOARD MEMBER 1.0 X 0 0 0 DR EARL D BROOKS II PRESIDENT 40.0 X 462032 0 68983 MR MICHAEL BOCK SR. VICE PRESIDENT 40.0 X 123795 0 15475 MR JOHN SHANNON VP ACADEMIC AFFAIRS 40.0 X 107427 0 17316 MRS JODY GREER VP FINANCE 40.0 X 96304 0 18256 MR KENT STUCKY V.P. FOR DEVELOPMENT 40.0 X 134904 0 22282 DR MAX BAUMGARTNER DEAN, SCHOOL OF HEALTH SCIENCE 40.0 X 108454 0 18214 DR JOHN WAGNER CHAIR, CHEM. & BIOPROCESS ENG. 40.0 X 107244 0 13220 VINROD SHARMA DEAN - SCHOOL OF ENGINEERING 40.0 X 123579 0 14553 DR JEAN DELLER ASST. V.P. PROGRAM DEVELOPMENT 40.0 X 102967 0 13791 1366706 0 202090 11 false true false JIM INGLEDUE CONSTRUCTION INC 319 POKAGON TRAIL STE A ANGOLA IN 46703 CONSTRUCTION 5180972 BON APPETIT MANAGEMENT COMPANY 91337 COLLECTIONS DRIVE PO BOX 9133 CHICAGO IL 606931337 CATERING SERVICES 3878510 JK ICE VENTURES INC 319 POKAGON TRL STE C ANGOLA IN 46703 CONSTRUCTION 770819 GRAND HOME AUTOMATION 4246 CORPORATE EXCHANGE DR HUDSONVILLE MI 49426 CONSTRUCTION 480264 FOLLETT HIGHER EDUCATION GROUP STORE NO 300 MA 188 3146 SOLUTION CHICAGO IL 606773001 BOOKSTORE 426568 31 339901 1447442 9262354 275702 11049697 TUITION AND FEES 611710 47634693 47634693 AUXILIARY INCOME 900099 9194785 9194785 ATHLETIC INCOME 900099 458649 458649 CONFERENCE AND EVENTS 900099 249621 249621 57537748 495970 495970 0 0 37292 37292 0 37292 37292 4685937 13125 3698726 987211 13125 1000336 13125 987211 92956 339901 97152 -4196 -4196 0 124323 71580 52743 52743 MISCELLANEOUS 900099 151849 151849 GOLF COURSE INCOME 713910 367910 367910 519759 70689349 57702722 420653 1516277 0 21419944 21419944 0 0 789559 173703 521109 94747 0 16603660 14943294 1328293 332073 1197218 838053 275360 83805 1676021 1173215 385485 117321 1208805 846164 278025 84616 0 39469 39469 175080 175080 0 45000 45000 82497 82497 3535681 2474977 1060704 536468 482821 37553 16094 1056217 739352 242930 73935 274686 206014 63178 5494 0 2778856 2223085 416828 138943 616684 431680 123337 61667 0 0 766859 536801 230058 0 3463110 2424177 865778 173155 259026 181318 64757 12951 ACADEMIC SUPPORT 731439 731439 STUDENT ACTIVITIES 206587 134281 51647 20659 ATHLETIC EXPENSE 401242 401242 OTHER 3066349 2146444 766588 153317 60930457 52508004 7008676 1413777 0 0 12541596 12497162 7527964 9459061 673296 808521 0 0 0 0 69508 55086 128262 149594 258961 236609 115619723 38270177 71950382 77349546 19102279 21393778 0 0 0 0 0 0 3112634 3381207 115364882 125330564 3636647 3377660 0 0 1347710 2779806 36939707 35065000 0 0 0 0 126625 44125 0 0 1408590 1039439 43459279 42306030 X 32940746 39580317 23212741 27358962 15752116 16085255 71905603 83024534 115364882 125330564 X 9758892 548430 811609 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true 25134528 698781 1861744 896673 26798380 22664187 423550 2794483 747692 25134528 23181981 745503 -436474 826823 22664187 20979317 623183 2352892 773411 23181981 19239239 533796 1948167 741885 20979317 0.09000 0.55000 0.36000 true false 2853093 2853093 85327089 25728467 59598622 0 10259574 6811996 3447578 17179967 5729714 11450253 77349546 0 ASSETS HELD FOR OTHERS 82418 ANNUITIES AND TRUSTS PAYABLE 788072 ADVANCES FOR FEDERAL LOANS 168949 1039439 46485712 548430 980341 1528771 44956941 82495 25649913 25732408 70689349 35366781 168732 168732 35198049 82495 25649913 25732408 60930457 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 $77,239 INTEREST IN STEUBEN COUNTY COMM FOUNDATION $35,570 DERIVATIVE CONTRACTS $698,800 COST OF GOODS SOLD $71,580 SPECIAL EVENTS EXPENSE $97,152 TOTAL: $980,341 PART XII, LINE 2D COST OF GOODS SOLD $71,580 SPECIAL EVENTS EXPENSE $97,152 TOTAL: $168,732 PART XI & XII, LINE 4B DEPRECIATION & AMORTIZATION $3,463,110 INTEREST EXPENSE $766,859 STUDENT FINANCIAL AID $21,419,944 TOTAL: $25,649,913 true true true true true true true false false false false false false false false true false true QUESTION 3 INCLUDED IN ALL PUBLICATIONS, NEWSPAPERS AND RADIO ADVERTISEMENTS. QUESTION 6A TRINE UNIVERSITY RECEIVED GOVERNMENTAL AGENCY FUNDS IN THE FORM OF STATE OF INDIANA GRANTS, PELL GRANTS, AND WORK STUDY GRANTS. Europe (Including Iceland and Greenland) Program Services STUDY ABROAD PROGRAM 18590 East Asia and the Pacific Program Services STUDY ABROAD PROGRAM 19040 37630 37630 false false false false false false X X X X X X X true WILSON BENNETT TECHNOLOGY PHONATHON false 196266 45000 151266 196266 45000 151266 IN GALA 339403 269738 69665 14168 35071 GOLF OUTINGS 93454 70163 23291 499 75 9972 8682 300 28385 0 0 0 0 0 0 0 0 0 0 432857 339901 92956 499 75 9972 22850 300 63456 97152 -4196 true STUDENT FINANCIAL AID 1955 21419944 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 348942 0 50000 0 63090 0 62500 0 6483 0 531015 0 0 0 MR KENT STUCKY V.P. FOR DEVELOPMENT 134904 0 0 0 0 0 14132 0 8150 0 157186 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 2013, AMOUNTS DEFERRED UNDER THE PLAN WERE $17,500. 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 26565 SCHOLARSHIP TUIITION REIMBURSEMENT VESTIL MANUFACTURING CORP >35% BRD MBR OWNERSHIP 225000 LEASE OF VILLAS, FURNISHINGS false VESTIL MANUFACTURING CORP BOARD MEMBERS RALPH TRINE AND SHERI TRINE HAVE A >35% OWNERSHIP IN VESTIL MANUFACTURING CORP. X 1 140000 FMV X EQUIPMENT 1 27000 FMV X MISCELLANEOUS 54 108702 FMV 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, LINE 1B DR RALPH TRINE AND DR SHERI TRINE ARE CONSIDERED NON-INDEPENDENT BECAUSE THEY ARE THE OWNERS OF VESTIL MANUFACTURING CORP WHICH IS REPORTED ON SCHEDULE L. LINE 2 Dr Ralph Trine and Dr Sheri Trine have a family relationship. KEITH BUSSE AND TERESA WAGLER BOTH WORK AT STEEL DYNAMICS INC. AND HAVE A BUSINESS RELATIONSHIP. RELATIONSHIP. 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. 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. 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. LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9 SPLIT INTEREST AGREEMENTS $77,239 INTEREST IN STEUBEN COUNTY COMMUNITY FOUNDATION + $35,570 DERIVATIVE CONTRACT + $698,800 TOTAL = $811,609 EDUCATION ONE 1 UNIVERSITY AVENUE ANGOLA IN 46703 350715530 EDUCATION IN 5857 5657 TRINE UNIV INNOVATION ONE 1 UNIVERSITY AVENUE ANGOLA IN 46703 350715530 EDUCATION IN -85412 -146530 TRINE UNIV CHARITABLE REMAINDER TRUSTS (8) CHAR. REM. TRUSTS IN NA TRUST false false false false false false false false false false false false false false false false false false false