2012-10-29T07:59:47-05:00 2012-05-31 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2011-06-01 350715530 TRINE UNIVERSITY % JODY GREER TRIN 2606654105 1 UNIVERSITY AVENUE ANGOLA IN 467031764 EARL BROOKS II 2012-10-15 true Joyce A Dulworth 2604604000 2011 2016-02-24 21:20:13Z JODY GREER 1 UNIVERSITY AVE ANGOLA IN 46703 70418224 false X TRINE.EDU X 1948 IN TRINE UNIVERSITY, AN INTERNATIONALLY RECOGNIZED PRIVATE, INDEPENDENT, CO-EDUCATIONAL INSTITUTION OFFERS DEGREES IN VARIOUS PROGRAMS INCLUDING ENGINEERING, MATHEMATICS, SCIENCE, AND BUSINESS. 29 27 1482 25 387108 3613832 10999112 49839204 53445946 524383 1045892 752094 789425 54729513 66280375 18076566 19385621 0 0 17406230 19245343 50814 67500 1451008 17561189 17899388 53094799 56597852 1634714 9682523 99465204 106840015 41845003 41888719 57620201 64951296 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 9820216 7754248 8612968 The Allen School of Engineering and Technology served 715 students in 2011/2012. 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 master of engineering degrees in civil, mechanical and biomedical engineering as well as bachelor of science in engineering degrees in 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, robotics, and metallurgical engineering. 1964044 SIX HUNDRED AND EIGHTY FIVE STUDENTS SIGNED ATHLETIC PARTICIPATION FORMS IN THE TRINE ATHLETIC DEPARTMENT IN FISCAL YEAR 2012. THE MALE AND FEMALE POPULATION CHOSE FROM 21 VARSITY PROGRAMS. THE STAFF INCLUDED 19 HEAD COACHES, FOUR ATHLETIC TRAINERS, A SPORTS INFORMATION DIRECTOR, ONE ATHLETIC DIRECTOR, ONE ADMINISTRATIVE ASSISTANT, AND 49 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. 6383141 8612968 THE OFFICE OF STUDENT SERVICES EXISTS TO GIVE STUDENTS THE BEST COLLEGE EXPERIENCE POSSIBLE, INSIDE AND OUT OF THE CLASSROOM. THE STAFF PROVIDES A NETWORK OF SUPPORTIVE SERVICES TO HELP STUDENTS KEEP THEIR DAY-TO-DAY LIVES ON CAMPUS RUNNING SMOOTHLY. THEY ALSO OVERSEE OVER 60 STUDENT-RUN ORGANIZATIONS AND CREATE A SCHEDULE OF ENRICHING AND ENTERTAINING ACTIVITIES FOR STUDENTS FROM FALL THROUGH SPRING SEMESTER. 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 ALSO PROVIDES SUPPORT DURING FINALS WEEK, SUCH AS ITS COMPLEMENTARY MIDNIGHT BREAKFAST, A BIG PRICE BREAK ON WINGS AND JONES SODAS, A DESSERT AND COFFEE BAR, AND FREE STRESS-RELIEVING MASSAGES. WACKY WEDNESDAYS BRING A THEMED EVENT WITH FOOD. FREE MOVIES IN THE UNIVERSITY CENTER THEATER, DANCES, BANDS, ACTS, AND SHOWS ALL YEAR KEEP CAMPUS LIFE BUSY AND INTERESTING. THE STAFF ORGANIZED MORE THAN 100 EVENTS FOR STUDENTS, FACULTY, STAFF, ADVISERS, AND COMMUNITY MEMBERS IN FISCAL YEAR 2012. INSTANCES OF INDIVIDUAL SERVICE NUMBER IN THE THOUSANDS. OVER 1,000 STUDENTS LIVED ON CAMPUS DURING THE 2011/12 ACADEMIC YEAR. 30933680 11631373 36506446 49101081 true true false false false false false false false true true false false false true false true false true false 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 false true false false false false true 118 0 true 1482 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 DR JERRY ALLEN 1.0 X 0 0 0 MR JAMES FABIANI 1.0 X 0 0 0 DR RALPH TRINE 1.0 X 0 0 0 MR JAMES BOCK 1.0 X 0 0 0 MR LYNN BROOKS 1.0 X 0 0 0 DR KEITH BUSSE 1.0 X 0 0 0 DR SUZANNE EHINGER 1.0 X 0 0 0 DR LAWRENCE FRANKS 1.0 X 0 0 0 DR TOMAS FURTH 1.0 X 0 0 0 DR WILLIAM GETTIG 1.0 X 0 0 0 DR JOHN HESTER 1.0 X 0 0 0 MR LOUIS HOLTZ 1.0 X 0 0 0 DR JOHN MCKETTA III 1.0 X 0 0 0 MR RICHARD OEDER 1.0 X 0 0 0 DR JOHN PITTMAN 1.0 X 0 0 0 MR MITCHEL RHOADS 1.0 X 0 0 0 MR CLIFFORD RYAN 1.0 X 0 0 0 DR SHERI TRINE 1.0 X 0 0 0 R WYATT WEAVER JR MD 1.0 X 0 0 0 MR RICK JAMES 1.0 X 0 0 0 MR DENNIS KRUSE 1.0 X 0 0 0 MR PHILLIP MAYBERRY 1.0 X 0 0 0 MR LARRY REINERS 1.0 X 0 0 0 MR IAN ROLLAND 1.0 X 0 0 0 MR JACK SHAW 1.0 X 0 0 0 MR WAYNE SHIVE 1.0 X 0 0 0 MS TOBIA BUCK 1.0 X 0 0 0 MR LARRY LEE 1.0 X 0 0 0 MS THERESA WAGLER 1.0 X 0 0 0 DR EARL D BROOKS II 50.0 X 403171 0 55684 MRS JODY A GREER 50.0 X 87278 0 11815 MR MICHAEL BOCK 50.0 X 113387 0 16847 MR JOHN SHANNON 50.0 X 87224 0 9822 MR KENT STUCKY 50.0 X 133997 0 12925 DR DAVID FINLEY 50.0 X 102629 0 12752 927686 0 119845 5 true true false JICI 319 POKAGON TRAIL SUITE A ANGOLA IN 46703 CONSTRUCTION 757312 JENZABAR 101 HUNTINGTON AVE BOSTON MA 02199 SOFTWARE CONSULTANT 215299 BAKER DANIELS 111 EAST WAYNE ST FORT WAYNE IN 46802 LEGAL 184659 DESIGN COLLABORATIVE 200 E MAIN ST SUITE 600 FORT WAYNE IN 46802 ARCHITECT 234496 INDUSTRIAL CONTRACTING 319 POKAGON TRAIL ANGOLA IN 46703 CONSTRUCTION 148607 6 348443 339527 10311142 1448017 10999112 TUITION AND FEES 611710 44392008 44392008 AUXILIARY INCOME 900099 8397181 8397181 ATHLETIC INCOME 900099 509726 509726 CONFERENCE AND EVENTS 900099 147031 147031 53445946 456703 456703 0 0 14102 14102 14102 14102 3751942 816335 3064088 915000 687854 -98665 589189 -98665 687854 73497 348443 70383 3114 3114 0 126403 88378 38025 38025 MISCELLANEOUS 900099 385101 385101 GOLF COURSE INCOME 713910 349083 349083 734184 66280375 53732382 387108 1161773 0 19385621 19385621 0 0 874248 192335 577004 104909 0 14736230 13262607 1178898 294725 1094024 765817 251625 76582 1463776 1024644 336668 102464 1077065 753945 247725 75395 0 196260 196260 148503 148503 0 67500 67500 71198 71198 2893689 2893689 330491 297442 23134 9915 1073834 548923 451369 73542 743252 557439 170948 14865 0 2443709 2125137 240486 78086 571825 400278 114365 57182 0 0 1415309 990716 424593 0 3501708 2451196 875427 175085 217383 152168 54346 10869 ACADEMIC SUPPORT 702876 702876 STUDENT ACTIVITIES 183406 183406 ATHLETIC EXPENSE 680247 680247 PURCHASES FOR GOLF COURSE 85602 85602 2640096 1575795 754412 309889 56597852 49101081 6045763 1451008 1496 0 5106274 8321210 2102623 8350741 1344003 1316956 0 0 0 0 76516 72567 452835 413740 596266 377129 100914511 33178537 68428784 67735974 16951855 17282813 0 0 0 0 0 0 4404552 2968885 99465204 106840015 2587389 2816136 0 0 1553749 2710756 34494062 32247844 0 0 0 0 31825 4735 0 0 3177978 4109248 41845003 41888719 X 29192379 29235159 13546229 20298638 14881593 15417499 57620201 64951296 99465204 106840015 X 9682523 -2351428 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true 23181981 745503 -436474 826823 22664187 20979317 623183 2352892 773411 23181981 19239239 533796 1948167 741885 20979317 22772834 248952 -3051160 468828 262559 19239239 0.05000 0.61000 0.34000 true false 2853093 2853093 83014184 24074354 58939830 9888592 6764352 3124240 5158642 2339831 2818811 67735974 0 ASSETS HELD FOR OTHERS 39767 ANNUITIES AND TRUSTS PAYABLE 714677 ADVANCES FOR FEDERAL LOANS 168949 INTEREST RATE SWAP 3185855 4109248 66280375 56597852 9682523 -1393806 -957622 -2351428 7331095 39713872 -1393806 158761 -1235045 40948917 71198 25260260 25331458 66280375 32382777 158761 158761 32224016 71198 24302638 24373836 56597852 SCHEDULE D PART V, LINE 4 The university's endowment funds are devoted to scholarships and academic advancement. FIN 48 Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. SCHEDULE D PART XI LINE 8 ($75,823) SPLIT INTEREST AGREEMENTS + $5,163 INTEREST IN STEUBEN COUNTY COMMUNITY FOUNDATION + $(788,297) DERIVATIVE CONTRACTS + $(98,665) = $957,622 PART XII LINE 2D COST OF GOODS SOLD $88,378 + SPECIAL EVENTS EXPENSE $70,383 = $158,761 LINE 4B SPLIT INTEREST AGREEMENTS $75,823 + INTEREST IN STEUBEN COUNTY COMMUNITY FOUNDATION $(5,163) + DERIVATIVE CONTRACTS $788,297 + DEPRECIATION & AMORTIZATION $3,501,708 + INTEREST EXPENSE $1,415,309 + STUDENT FINANCIAL AID $19,385,621 + Loss on Asset Held for Sale $98,665 = 25,260,260 PART XIII LINE 2D COST OF GOODS SOLD $88,378 + SPECIAL EVENTS EXPENSE $70,383 = 158,761 LINE 4B STUDENT FINANCIAL AID $19,382,621 + DEPRECIATION & AMORTIZATION $3,501,708 + INTEREST EXPENSE $1,415,309 = $24,302,638 true true true true true true true false false false false false false false false true false true SCHEDULE E 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. East Asia and the Pacific 0 0 Program Services STUDY ABROAD PROGRAM 14780 0 0 0 0 14780 14780 false false false false false false X X X X X X X true WILSON BENNETT TECHNOLOGY PHONATHON false 241489 67500 173989 241489 67500 173989 IN GOLF OUTING 74720 57439 17281 200 3646 9263 6179 1053 GALA 322260 272899 49361 842 16809 15637 250 8505 1 24960 18105 6855 619 7380 421940 348443 73497 200 5107 33452 21816 250 9558 70383 3114 true STUDENT FINANCIAL AID 2134 19385621 SCHEDULE I 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 353426 0 25000 0 24745 0 50000 0 5684 0 458855 0 0 0 DR DAVID FINLEY 102629 0 0 0 0 0 5428 0 7324 0 115381 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 2011, AMOUNTS DEFERRED UNDER THE PLAN WERE $50,000. CITY OF ANGOLA 356000940 035147AB3 2006-06-20 4795000 HVAC PROJECT IN BEST HALL false false false CITY OF ANGOLA 356000940 035147AA5 2004-05-12 17000000 TECHNOLOGY, HOUSING & ADMIN BLDG false false false CITY OF ANGOLA 356000940 2010-04-01 16500000 HOUSING false false false 0 0 4795000 0 0 0 138932 0 0 4795000 0 0 2005 false false true true 0 0 17000000 0 0 0 201666 0 0 17000000 0 0 2007 false false true true 0 0 16500000 0 0 0 185005 0 0 16500000 0 0 2010 false false true true false false false false true false 0.00000 0.00000 0.00000 true false false false false false true 0.00000 0.00000 0.00000 true false false false false false true 0.00000 0.00000 0.00000 true false false false 0 false false false 0 false false false false false 0 false false false 0 false false false false false 0 false false false 0 false false VESTIL MANUFACTURING CORP >35% BRD MBR OWNERSHIP 181412 LEASE OF VILLAS, FURNISHINGS false X 4 218107 FMV X EQUIPMENT 11 1004603 COST X GALA 2 17750 FMV X MISCELLANEOUS 9 207557 FMV false true false 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 IS CONSIDERED NON-INDEPENDENT BECAUSE HE IS THE OWNER OF VESTIL MANUFACTURING CORP WHICH IS REPORTED ON SCHEDULE L. LINE 2 Dr Ralph Trine and Dr Sheri Trine have a family relationship. Dr John Mcketta and Mr Mike Mcketta 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 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. FORM 990, PART VI LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI LINE 5 SPLIT INTEREST AGREEMENTS ($75,823) INTEREST IN STEUBEN COUNTY COMMUNITY FOUNDATION + $5,163 DERIVATIVE CONTRACT + ($788,297) LOSS ON ASSET HELD FOR SALE + ($98,665) UNREALIZED LOSS ON INVESTMENTS + ($1,393,806) = ($2,351,428) RM W TRUST 1735 MARKET PHILADELPHIA PA 19103 266178372 CHAR REMNDR T IN NA TRUST 0 86336 1.00000 BE CRUT PO BOX 830259 DALLAS TX 752830259 953584022 CHAR REMNDR T IN NA TRUST 0 98006 1.00000 EH TRUST PO BOX 8383 BOSTON MA 02266 656204010 CHAR REMNDR T IN NA TRUST 0 46172 1.00000 MH TRUST PO BOX 8383 BOSTON MA 02266 316669960 CHAR REMNDR T IN NA TRUST 0 270703 1.00000 JL CRAT 201 PROGRESS MARYLAND HEIGHTS MO 63043 386804409 CHAR REMNDR T IN NA TRUST 0 244732 0.60000 CJ D TRUST PO BOX 1689 ORLAND FL 32801 597238179 CHAR REMNDR T IN NA TRUST 0 139186 0.50000 JR T CRUT ONE UNIVERSITY AVENUE ANGOLA IN 46703 356524148 CHAR REMNDR T IN NA TRUST 0 12255 1.00000 JRM CRAT 300 SOUTH DARLING STREET ANGOLA IN 46703 351967497 CHAR REMNDR T IN NA TRUST 0 143780 1.00000 VH CRAT ONE UNIVERSITY AVENUE ANGOLA IN 46703 900275931 CHAR REMNDR T IN NA TRUST 0 284090 1.00000 FKS CRAT ONE UNIVERSITY AVENUE ANGOLA IN 46703 352000071 CHAR REMNDR T IN NA TRUST 0 0 1.00000 false false false false false false false false false false false false false false false false false false