TRINE UNIVERSITY INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TRINE UNIVERSITY INC (EIN 35-0715530)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2011-10-13
- IRS object ID
- 201122869349301212
- Schema version
- 2010v3.4
- 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 C
- Schedule D
- Schedule E
- 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) |
|---|---|---|
| Timestamp | 2011-10-13T14:32:28-05:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Main St Suite 700 | AddressLine1 |
| City | Fort Wayne | City |
| State | IN | State |
| ZIP Code | 46802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350715530 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRINE UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRIN | NameControl |
| Phone | 2606654105 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY AVENUE | AddressLine1 |
| City | ANGOLA | City |
| State | IN | State |
| ZIP Code | 467031764 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EARL BROOKS II | Name |
| Title | PRESIDENT | Title |
| Phone | 2606654105 | Phone |
| Date Signed | 2011-10-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joyce A Dulworth | Name |
| Phone | 2604604000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JODY GREER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY AVE | AddressLine1 |
| City | ANGOLA | City |
| State | IN | State |
| ZIP Code | 46703 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 57479354 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | TRINE.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | TRINE UNIVERSITY, AN INTERNATIONALLY RECOGNIZED PRIVATE, INDEPENDENT, CO-EDUCATIONAL INSTITUTION OFFERS DEGREES IN VARIOUS PROGRAMS INCLUDING ENGINEERING, MATHEMATICS, SCIENCE, AND BUSINESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1154 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 362815 | TotalGrossUBI |
| Contributions Grants Prior Year | 6748949 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3613832 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 45225384 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 49839204 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -258338 | InvestmentIncomePriorYear |
| Investment Income Current Year | 524383 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 538833 | OtherRevenuePriorYear |
| Other Revenue Current Year | 752094 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 52254828 | TotalRevenuePriorYear |
| Total Revenue Current Year | 54729513 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 16330275 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 18076566 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17530219 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17406230 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 50814 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 50814 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1314536 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16811886 | OtherExpensePriorYear |
| Other Expenses Current Year | 17561189 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 50723194 | TotalExpensesPriorYear |
| Total Expenses Current Year | 53094799 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1531634 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1634714 | RevenuesLessExpensesCY |
| Total Assets BOY | 97266314 | TotalAssetsBOY |
| Total Assets EOY | 99465204 | TotalAssetsEOY |
| Total Liabilities BOY | 43306718 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 41845003 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 53959596 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 57620201 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 9183662 | Expense |
| Grants | 7230626 | Grants |
| Revenue | 7974273 | Revenue |
| Description | The Allen School of Engineering and Technology served 647 students in 2011. 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1836733 | Expense |
| Description | SIX HUNDRED AND TWENTY EIGHT STUDENTS SIGNED ATHLETIC PARTICIPATION FORMS IN THE TRINE ATHLETIC DEPARTMENT IN FISCAL YEAR 2011. THE MALE AND FEMALE POPULATION CHOSE FROM 22 VARSITY PROGRAMS. THE STAFF INCLUDED 20 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5969381 | Expense |
| Revenue | 7974273 | Revenue |
| Description | 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 2011. INSTANCES OF INDIVIDUAL SERVICE NUMBER IN THE THOUSANDS. OVER 1,000 STUDENTS LIVED ON CAMPUS DURING THE 2010/11 ACADEMIC YEAR. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 28928537 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 10845940 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 33890659 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 45918313 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 130 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1154 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JODY GREER | NamePerson |
| Telephone Number | 2606654105 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY AVE | AddressLine1 |
| City | ANGOLA | City |
| State | IN | State |
| ZIP Code | 467031764 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DR JERRY ALLEN | ||||||
| BOARD CHAIR | 1.0 | X | 0 | 0 | 0 | |
| MR JAMES FABIANI | ||||||
| BOARD VICE CHAIR | 1.0 | X | 0 | 0 | 0 | |
| DR RALPH TRINE | ||||||
| BOARD SECRETARY | 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 | |
| DR SUZANNE EHINGER | ||||||
| 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 STEPHEN LAHOOD | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| DR JOHN MCKETTA | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| MR MIKE MCKETTA | ||||||
| BOARD MEMEBER | 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 | |
| DR J WINSTON PORTER | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| MR MITCHEL RHOADS | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| MR CLIFFORD RYAN | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| DR SHERI TRINE | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| R WYATT WEAVER JR MD | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| MR RICK JAMES | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| MR DENNIS KRUSE | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| MR PHILLIP MAYBERRY | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| MR LARRY REINERS | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| MR IAN ROLLAND | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| MR JACK SHAW | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| MR WAYNE SHIVE | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| DR EARL D BROOKS II | ||||||
| PRESIDENT | 60.0 | 382871 | 0 | 66500 | X | |
| MRS JODY A GREER | ||||||
| VICE PRESIDENT OF FINANCE | 50.0 | 83713 | 0 | 8371 | X | |
| MR MICHAEL BOCK | ||||||
| SENIOR VICE PRESIDENT | 60.0 | 124553 | 0 | 12455 | X | |
| DR DAVID FINLEY | ||||||
| VP OF ACADEMIC AFFAIRS | 60.0 | 101939 | 0 | 10194 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 693076 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 97520 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| JICI | |||||
| 319 POKAGON TRAIL SUITE A | ANGOLA | IN | 46703 | CONSTRUCTION | 509063 |
| JENZABAR | |||||
| 101 HUNTINGTON AVE | BOSTON | MA | 02199 | SOFTWARE CONSULTANT | 338933 |
| BAKER DANIELS | |||||
| 111 EAST WAYNE ST | FORT WAYNE | IN | 46802 | LEGAL | 160175 |
| BKD | |||||
| 200 E MAIN ST SUITE 700 | FORT WAYNE | IN | 46802 | ACCOUNTING | 119535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 55750 | FundraisingEvents |
| Government Grants | 950246 | GovernmentGrants |
| All Other Contributions | 2607836 | AllOtherContributions |
| Noncash Contributions | 433993 | NoncashContributions |
| Total Contributions | 3613832 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 41319381 | 41319381 |
| AUXILIARY INCOME | 900099 | 7989741 | 7989741 |
| ATHLETIC INCOME | 900099 | 412433 | 412433 |
| CONFERENCE AND EVENTS | 900099 | 117649 | 117649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 49839204 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 437589 | TotalRevenueColumn |
| Exclusion | $437,589 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7948 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7948 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7948 | TotalRevenueColumn |
| Exclusion | $7,948 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2688276 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2463544 | Securities |
| Other | 137938 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 224732 | Securities |
| Other | -137938 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 86794 | TotalRevenueColumn |
| Related Or Exempt Function Income | -137938 | RelatedOrExemptFunctionIncome |
| Exclusion | $224,732 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 260664 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 55750 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 72585 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 188079 | TotalRevenueColumn |
| Exclusion | $188,079 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 104160 | GrossSalesOfInventory |
| Cost Of Goods Sold | 75774 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28386 | TotalRevenueColumn |
| Unrelated Business Revenue | 28386 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | 193252 | 193252 | |
| GOLF COURSE INCOME | 713910 | 334429 | 334429 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 527681 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 54729513 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49894518 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 362815 | UnrelatedBusinessRevenue |
| Exclusion | $858,348 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18076566 | Total |
| Program Services | 18076566 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 790596 | Total |
| Program Services | 173931 | ProgramServices |
| Management And General | 521793 | ManagementAndGeneral |
| Fundraising | 94872 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13327589 | Total |
| Program Services | 11994830 | ProgramServices |
| Management And General | 1066207 | ManagementAndGeneral |
| Fundraising | 266552 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1021507 | Total |
| Program Services | 715055 | ProgramServices |
| Management And General | 234947 | ManagementAndGeneral |
| Fundraising | 71505 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1313856 | Total |
| Program Services | 919699 | ProgramServices |
| Management And General | 302187 | ManagementAndGeneral |
| Fundraising | 91970 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 952682 | Total |
| Program Services | 666877 | ProgramServices |
| Management And General | 219117 | ManagementAndGeneral |
| Fundraising | 66688 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184281 | Total |
| Management And General | 184281 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136166 | Total |
| Management And General | 136166 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12000 | Total |
| Management And General | 12000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50814 | Total |
| Fundraising | 50814 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69669 | Total |
| Program Services | 69669 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48311 | Total |
| Program Services | 33818 | ProgramServices |
| Management And General | 14493 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 313877 | Total |
| Program Services | 282490 | ProgramServices |
| Management And General | 21971 | ManagementAndGeneral |
| Fundraising | 9416 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 853787 | Total |
| Program Services | 446303 | ProgramServices |
| Management And General | 354212 | ManagementAndGeneral |
| Fundraising | 53272 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 721974 | Total |
| Program Services | 541481 | ProgramServices |
| Management And General | 166054 | ManagementAndGeneral |
| Fundraising | 14439 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2718729 | Total |
| Program Services | 2321479 | ProgramServices |
| Management And General | 300291 | ManagementAndGeneral |
| Fundraising | 96959 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 514490 | Total |
| Program Services | 360143 | ProgramServices |
| Management And General | 102898 | ManagementAndGeneral |
| Fundraising | 51449 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46162 | Total |
| Program Services | 36930 | ProgramServices |
| Management And General | 6924 | ManagementAndGeneral |
| Fundraising | 2308 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1573336 | Total |
| Program Services | 1101335 | ProgramServices |
| Management And General | 472001 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3443105 | Total |
| Program Services | 2410174 | ProgramServices |
| Management And General | 860776 | ManagementAndGeneral |
| Fundraising | 172155 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219268 | Total |
| Program Services | 153488 | ProgramServices |
| Management And General | 54817 | ManagementAndGeneral |
| Fundraising | 10963 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| FOOD SERVICE | 2769893 | 2769893 | |
| STUDENT ACTIVITIES | 122937 | 122937 | |
| ATHLETIC EXPENSE | 411303 | 411303 | |
| PURCHASES FOR GOLF COURSE | 97224 | 97224 | |
| HOMECOMING/FUNDRAISING EVENT | 53695 | 53695 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3250982 | Total |
| Program Services | 2212688 | ProgramServices |
| Management And General | 830815 | ManagementAndGeneral |
| Fundraising | 207479 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53094799 | Total |
| Program Services | 45918313 | ProgramServices |
| Management And General | 5861950 | ManagementAndGeneral |
| Fundraising | 1314536 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 1496 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2979115 | BOY |
| EOY | 5106274 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2876361 | BOY |
| EOY | 2102623 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 854568 | BOY |
| EOY | 1344003 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76411 | BOY |
| EOY | 76516 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 677778 | BOY |
| EOY | 452835 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 212390 | BOY |
| EOY | 596266 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 99051009 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 30622225 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68660918 | BOY |
| EOY | 68428784 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16952230 | BOY |
| EOY | 16951855 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3975543 | BOY |
| EOY | 4404552 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97266314 | BOY |
| EOY | 99465204 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3231432 | BOY |
| EOY | 2587389 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1342716 | BOY |
| EOY | 1553749 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35670755 | BOY |
| EOY | 34494062 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57883 | BOY |
| EOY | 31825 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3003932 | BOY |
| EOY | 3177978 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43306718 | BOY |
| EOY | 41845003 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25630003 | BOY |
| EOY | 29192379 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15046683 | BOY |
| EOY | 13546229 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13282910 | BOY |
| EOY | 14881593 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53959596 | BOY |
| EOY | 57620201 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97266314 | BOY |
| EOY | 99465204 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1634714 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2025891 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $2,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $10,000 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 12000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE C | Identifier |
| Return Reference | PART I-A | ReturnReference |
| Explanation | Dr Brooks does visit with state representatives and works with Independent Colleges of Indiana to lobby for indiana student state funding. Trine contracts with a consulting firm in Washington DC named Cornerstone group, who does lobbying on appropriation bills. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20979317 | BeginningOfYearBalance |
| Contributions | 623183 | Contributions |
| Investment Earnings Or Losses | 2352892 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 773411 | GrantsOrScholarships |
| End Of Year Balance | 23181981 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19239239 | BeginningOfYearBalance |
| Contributions | 533796 | Contributions |
| Investment Earnings Or Losses | 1948167 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 741885 | GrantsOrScholarships |
| End Of Year Balance | 20979317 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22772834 | BeginningOfYearBalance |
| Contributions | 248952 | Contributions |
| Investment Earnings Or Losses | -3051160 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 468828 | GrantsOrScholarships |
| Other Expenditures | 262559 | OtherExpenditures |
| End Of Year Balance | 19239239 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.09000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.56000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.35000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2753821 | OtherCostOrOtherBasis |
| Book Value | 2753821 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 81896346 | OtherCostOrOtherBasis |
| Depreciation | 21745620 | Depreciation |
| Book Value | 60150726 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10019675 | OtherCostOrOtherBasis |
| Depreciation | 6886756 | Depreciation |
| Book Value | 3132919 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4381167 | OtherCostOrOtherBasis |
| Depreciation | 1989849 | Depreciation |
| Book Value | 2391318 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 68428784 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ASSETS HELD FOR OTHERS | $52,344 |
| ANNUITIES AND TRUSTS PAYABLE | $559,127 |
| ADVANCES FOR FEDERAL LOANS | $168,949 |
| INTEREST RATE SWAP | $2,397,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3177978 | TotalOfAmounts |
| Total Revenue | 54729513 | TotalRevenue |
| Total Expenses | 53094799 | TotalExpenses |
| Excess Or Deficit For Year | 1634714 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1856892 | NetUnrealizedGLOnInvestments |
| Other | $168,999 | OtherAmount |
| Total Adjustments | 2025891 | TotalAdjustments |
| Excess Or Deficit Per FS | 3660605 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 33741088 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1856892 | NetUnrealizedGainsInvestments |
| Other Revenues | 148359 | OtherRevenues |
| Revenue Not Rptd F990 | 2005251 | RevenueNotRptdF990 |
| Revenue Subtotal | 31735837 | RevenueSubtotal |
| Investment Expenses Not Included | 69669 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 22924007 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 22993676 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 54729513 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 30080483 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 148359 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 148359 | ExpensesNotRptdF990 |
| Expenses Subtotal | 29932124 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 69669 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 23093006 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 23162675 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 53094799 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 $316,992 SPLIT INTEREST AGREEMENTS + $36,719 INTEREST IN STEUBEN COUNTY COMMUNITY FOUNDATION + $(184,712) DERIVATIVE CONTRACTS = $168,999 PART XII LINE 2D COST OF GOODS SOLD $75,774 + SPECIAL EVENTS EXPENSE $72,585 = $148,359 LINE 4B SPLIT INTEREST AGREEMENTS $(316,992) + INTEREST IN STEUBEN COUNTY COMMUNITY FOUNDATION $(36,719) + DERIVATIVE CONTRACTS $184,712 + DEPRECIATION & AMORTIZATION $3,443,105 + INTEREST EXPENSE $1,573,335 + STUDENT FINANCIAL AID $18,076,566 = 22,924,007 PART XIII LINE 2D COST OF GOODS SOLD $75,774 + SPECIAL EVENTS EXPENSE $72,585 = $148,359 LINE 4B STUDENT FINANCIAL AID $18,076,566 + DEPRECIATION & AMORTIZATION $3,443,105 + INTEREST EXPENSE $1,573,335 = $23,093,006 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE E | Identifier |
| Return Reference | QUESTION 3 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | WILSON BENNETT TECHNOLOGY | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY AVENUE | AddressLine1 |
| City | ANGOLA | City |
| State | IN | State |
| ZIP Code | 467031764 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONATHON | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 196252 | GrossReceipts |
| Amount Retained By Contractor | 42500 | AmountRetainedByContractor |
| Net To Organization | 153752 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 196252 | TotalGrossReceipts |
| Total Retained By Contractors | 42500 | TotalRetainedByContractors |
| Total Net To Organization | 153752 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 71669 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 5800 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 65869 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 705 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 6432 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 7633 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 5583 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 643 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GALA | NameOfEvent2 |
| Gross Receipts Event2 | 228430 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 49950 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 178480 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 3059 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 17787 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 16498 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 250 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 5767 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 16315 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 16315 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 475 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 7753 | RentFacilityCostsOtherEvents |
| Gross Receipts Total | 316414 | GrossReceiptsTotal |
| Charitable Contributions Total | 55750 | CharitableContributionsTotal |
| Gross Revenue Total Events | 260664 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 705 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 9966 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 33173 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 22081 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 250 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 6410 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 72585 | DirectExpenseSummaryEvents |
| Net Income Summary | 188079 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 1964 | NumberOfRecipients |
| Amount Of Cash Grant | 18076566 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | ALL SCHOLARSHIPS ARE MONITORED FOR APPROPRIATE USE BY MONITORING REGISTRATION AND SATISFACTORY COMPLETION OF COURSES AND PROGRAMS TOWARDS EDUCATIONAL REQUIREMENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DR EARL D BROOKS II | NamePerson |
| Base Compensation Filing Org | 345672 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 15000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 22199 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 66500 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 449371 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I | Identifier |
| 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 2010, AMOUNTS DEFERRED UNDER THE PLAN WERE $50,000. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| 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, ADMN BUILDING | false | false | false |
| CITY OF ANGOLA | |||||||
| 356000940 | 2010-04-01 | 16500000 | HOUSING | false | false | false | |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|
| false | false | false | false | false | false | false | false |
| false | false | false | false | false | false | false | false |
| false | false | false | false | false | false | false | false |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | VESTIL MANUFACTURING CORP | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | >35% BRD MBR OWNERSHIP | Relationship |
| Amount Of Transaction | 274230 | AmountOfTransaction |
| Description Of Transaction | LEASE OF VILLAS, FURNISHINGS | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 523 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 4755 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 27795 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 14025 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5571 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 145 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 35 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1131 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EQUIPMENT | 32 | 228568 | COST |
| X | GALA | 162 | 79237 | FMV |
| X | GOLF | 30 | 2402 | FMV |
| X | MISCELLANEOUS | 12 | 20478 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 | Dr Ralph Trine and Dr Sheri Trine have a family relationship. Dr John Mcketta and Mr Mike Mcketta have a family relationship. | SECTION A, LINE 2 |
| FORM 990, PART VI | 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 11 |
| FORM 990, PART VI | 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. | SECTION B, LINE 12C |
| FORM 990, PART VI | 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 15A |
| FORM 990, PART VI | NO DOCUMENTS AVAILABLE TO THE PUBLIC. | LINE 19 |
| FORM 990, PART XI | $316,992 SPLIT INTEREST AGREEMENTS + $36,719 INTEREST IN STEUBEN COUNTY COMMUNITY FOUNDATION + $(184,712) DERIVATIVE CONTRACT + $1,856,892 UNREALIZED GAIN ON INVESTMENTS = $2,025,891 | LINE 5 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RM W TRUST | |||||||||||
| 1735 MARKET | PHILADELPHIA | PA | 19103 | 266178372 | CHAR REMNDR TRUST | IN | NA | TRUST | 0 | 98615 | 1.00000 |
| BE CRUT | |||||||||||
| PO BOX 830259 | DALLAS | TX | 752830259 | 953584022 | CHAR REMNDR TRUST | IN | NA | TRUST | 0 | 106591 | 1.00000 |
| EH TRUST | |||||||||||
| PO BOX 8383 | BOSTON | MA | 02266 | 656204010 | CHAR REMNDR TRUST | IN | NA | TRUST | 0 | 45010 | 1.00000 |
| MH TRUST | |||||||||||
| PO BOX 8383 | BOSTON | MA | 02266 | 316669960 | CHAR REMNDR TRUST | IN | NA | TRUST | 0 | 274767 | 1.00000 |
| JL CRAT | |||||||||||
| 201 PROGRESS | MARYLAND HEIGHTS | MO | 63043 | 386804409 | CHAR REMNDR TRUST | IN | NA | TRUST | 0 | 229360 | 0.60000 |
| CJ D TRUST | |||||||||||
| PO BOX 1689 | ORLAND | FL | 32801 | 597238179 | CHAR REMNDR TRUST | IN | NA | TRUST | 0 | 146525 | 0.50000 |
| JR T CRUT | |||||||||||
| ONE UNIVERSITY AVENUE | ANGOLA | IN | 46703 | 356524148 | CHAR REMNDR TRUST | IN | NA | TRUST | 0 | 13434 | 1.00000 |
| WB G CRUT | |||||||||||
| ONE UNIVERSITY AVENUE | ANGOLA | IN | 46703 | 356534730 | CHAR REMNDR TRUST | IN | NA | TRUST | 0 | 69229 | 1.00000 |
| JRM CRAT | |||||||||||
| 300 SOUTH DARLING STREET | ANGOLA | IN | 46703 | 351967497 | CHAR REMNDR TRUST | IN | NA | TRUST | 0 | 142223 | 1.00000 |
| VH CRAT | |||||||||||
| ONE UNIVERSITY AVENUE | ANGOLA | IN | 46703 | 900275931 | CHAR REMNDR TRUST | IN | NA | TRUST | 0 | 313105 | 1.00000 |
| FKS CRAT | |||||||||||
| ONE UNIVERSITY AVENUE | ANGOLA | IN | 46703 | 352000071 | CHAR REMNDR TRUST | IN | NA | TRUST | 0 | 0 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |