2011-10-13T14:32:28-05:00 2011-05-31 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2010-06-01 350715530 TRINE UNIVERSITY TRIN 2606654105 1 UNIVERSITY AVENUE ANGOLA IN 467031764 EARL BROOKS II 2606654105 2011-10-11 true Joyce A Dulworth 2604604000 2010 2016-03-07 17:11:31Z JODY GREER 1 UNIVERSITY AVE ANGOLA IN 46703 57479354 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. 28 28 1154 15 362815 6748949 3613832 45225384 49839204 -258338 524383 538833 752094 52254828 54729513 16330275 18076566 0 0 17530219 17406230 50814 50814 1314536 16811886 17561189 50723194 53094799 1531634 1634714 97266314 99465204 43306718 41845003 53959596 57620201 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 9183662 7230626 7974273 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. 1836733 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. 5969381 7974273 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. 28928537 10845940 33890659 45918313 true true false true false false false false false true true false false false true true true false true false false false false true true false false false true true true false false false false false false false true false true true false false false false true false false false false true 130 0 true 1154 true true true false false false false true true false false false false X 28 28 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 STEPHEN LAHOOD 1.0 X 0 0 0 DR JOHN MCKETTA 1.0 X 0 0 0 MR MIKE MCKETTA 1.0 X 0 0 0 MR RICHARD OEDER 1.0 X 0 0 0 DR JOHN PITTMAN 1.0 X 0 0 0 DR J WINSTON PORTER 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 DR EARL D BROOKS II 60.0 X 382871 0 66500 MRS JODY A GREER 50.0 X 83713 0 8371 MR MICHAEL BOCK 60.0 X 124553 0 12455 DR DAVID FINLEY 60.0 X 101939 0 10194 693076 0 97520 3 false true false 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 4 55750 950246 2607836 433993 3613832 TUITION AND FEES 611710 41319381 41319381 AUXILIARY INCOME 900099 7989741 7989741 ATHLETIC INCOME 900099 412433 412433 CONFERENCE AND EVENTS 900099 117649 117649 49839204 437589 437589 0 0 7948 7948 7948 7948 2688276 2463544 137938 224732 -137938 86794 -137938 224732 260664 55750 72585 188079 188079 0 104160 75774 28386 28386 MISCELLANEOUS 900099 193252 193252 GOLF COURSE INCOME 713910 334429 334429 527681 54729513 49894518 362815 858348 0 18076566 18076566 0 0 790596 173931 521793 94872 0 13327589 11994830 1066207 266552 1021507 715055 234947 71505 1313856 919699 302187 91970 952682 666877 219117 66688 0 184281 184281 136166 136166 12000 12000 50814 50814 69669 69669 48311 33818 14493 313877 282490 21971 9416 853787 446303 354212 53272 721974 541481 166054 14439 0 2718729 2321479 300291 96959 514490 360143 102898 51449 0 46162 36930 6924 2308 1573336 1101335 472001 0 3443105 2410174 860776 172155 219268 153488 54817 10963 FOOD SERVICE 2769893 2769893 STUDENT ACTIVITIES 122937 122937 ATHLETIC EXPENSE 411303 411303 PURCHASES FOR GOLF COURSE 97224 97224 HOMECOMING/FUNDRAISING EVENT 53695 53695 3250982 2212688 830815 207479 53094799 45918313 5861950 1314536 1000 1496 2979115 5106274 2876361 2102623 854568 1344003 76411 76516 677778 452835 212390 596266 99051009 30622225 68660918 68428784 16952230 16951855 3975543 4404552 97266314 99465204 3231432 2587389 1342716 1553749 35670755 34494062 57883 31825 3003932 3177978 43306718 41845003 X 25630003 29192379 15046683 13546229 13282910 14881593 53959596 57620201 97266314 99465204 X 1634714 2025891 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 2000 false true 10000 12000 false SCHEDULE C PART I-A 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. 20979317 623183 2352892 773411 23181981 19239239 533796 1948167 741885 20979317 22772834 248952 -3051160 468828 262559 19239239 0.09000 0.56000 0.35000 true false 2753821 2753821 81896346 21745620 60150726 0 10019675 6886756 3132919 4381167 1989849 2391318 68428784 0 ASSETS HELD FOR OTHERS 52344 ANNUITIES AND TRUSTS PAYABLE 559127 ADVANCES FOR FEDERAL LOANS 168949 INTEREST RATE SWAP 2397558 3177978 54729513 53094799 1634714 1856892 168999 2025891 3660605 33741088 1856892 148359 2005251 31735837 69669 22924007 22993676 54729513 30080483 148359 148359 29932124 69669 23093006 23162675 53094799 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 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. X X X X X X X true WILSON BENNETT TECHNOLOGY 1 UNIVERSITY AVENUE ANGOLA IN 467031764 PHONATHON false 196252 42500 153752 196252 42500 153752 GOLF OUTING 71669 5800 65869 705 6432 7633 5583 643 GALA 228430 49950 178480 3059 17787 16498 250 5767 1 16315 16315 475 7753 316414 55750 260664 705 9966 33173 22081 250 6410 72585 188079 true STUDENT FINANCIAL AID 1964 18076566 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 345672 0 15000 0 22199 0 66500 0 0 0 449371 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 2010, 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, ADMN BUILDING 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 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 false false false false false false false false false false false false false false false false false false false false false false false false VESTIL MANUFACTURING CORP >35% BRD MBR OWNERSHIP 274230 LEASE OF VILLAS, FURNISHINGS false X 9 523 FMV X 4755 FMV X 27795 FMV X 1 14025 FMV X 4 5571 FMV X 2 145 FMV X 35 1131 FMV X EQUIPMENT 32 228568 COST X GALA 162 79237 FMV X GOLF 30 2402 FMV X MISCELLANEOUS 12 20478 FMV 1 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 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 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 $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 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 false false false false false false false false false false false false false false false false false false