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ROSE-HULMAN INSTITUTE OF TECHNOLOGY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ROSE-HULMAN INSTITUTE OF TECHNOLOGY (EIN 35-0868149)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-13
IRS object ID
202421349349305787
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T14:52:07-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FORVIS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 N Illinois StreetAddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN350868149EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Rose-Hulman Institute of TechnologyBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% TYLER KEARNEYInCareOfNm
Business Name ControlROSEBusinessNameControlTxt
Phone8128771511PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15500 Wabash Avenue CM 21AddressLine1Txt
CityTerre HauteCityNm
State AbbreviationINStateAbbreviationCd
ZIP47803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTYLER KEARNEYPersonNm
Person TitleVP FOR FINANCEPersonTitleTxt
Phone8128771511PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMATTHEW DPersonFirstNm
Person LastDAVISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICOLE B FISHBACKPreparerPersonNm
PTINP01279475PTIN
Phone3173834000PhoneNum
Preparation2024-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTyler KearneyPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15500 WABASH AVENUEAddressLine1Txt
CityTERRE HAUTECityNm
State AbbreviationINStateAbbreviationCd
ZIP47803ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$211,604,761GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ROSE-HULMAN.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1874FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO PROVIDE THE WORLD'S BEST UNDERGRADUATE EDUCATION IN ENGINEERING, MATHEMATICS, AND SCIENCE.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee1798TotalEmployeeCnt
Total Volunteers21TotalVolunteersCnt
Total Gross UBI$327,340TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$180,316NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$18,009,877PYContributionsGrantsAmt
CY Contributions Grants$19,722,547CYContributionsGrantsAmt
PY Program Service Revenue$126,525,904PYProgramServiceRevenueAmt
CY Program Service Revenue$136,779,008CYProgramServiceRevenueAmt
PY Investment Income$9,964,046PYInvestmentIncomeAmt
CY Investment Income$7,295,242CYInvestmentIncomeAmt
PY Other Revenue$602,304PYOtherRevenueAmt
CY Other Revenue$632,494CYOtherRevenueAmt
PY Total Revenue$155,102,131PYTotalRevenueAmt
CY Total Revenue$164,429,291CYTotalRevenueAmt
PY Grants And Similar Paid$53,133,060PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$59,265,189CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$58,547,660PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$61,925,643CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,018,864CYTotalFundraisingExpenseAmt
PY Other Expenses$40,484,335PYOtherExpensesAmt
CY Other Expenses$42,518,408CYOtherExpensesAmt
PY Total Expenses$152,165,055PYTotalExpensesAmt
CY Total Expenses$163,709,240CYTotalExpensesAmt
PY Revenues Less Expenses$2,937,076PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$720,051CYRevenuesLessExpensesAmt
Total Assets BOY$478,913,883TotalAssetsBOYAmt
Total Assets EOY$495,559,768TotalAssetsEOYAmt
Total Liabilities BOY$110,161,368TotalLiabilitiesBOYAmt
Total Liabilities EOY$105,627,680TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$368,752,515NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$389,932,088NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE OUR STUDENTS WITH THE WORLD'S BEST UNDERGRADUATE EDUCATION IN ENGINEERING, MATHEMATICS, AND SCIENCE IN AN ENVIRONMENT OF INDIVIDUAL ATTENTION AND SUPPORT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$143,467,319ExpenseAmt
Grant$59,265,189GrantAmt
Revenue$137,157,872RevenueAmt
DescSTUDENT INSTRUCTION - TEACHING FACULTY/RELATED ADMINISTRATION SALARIES: COSTS ASSOCIATED THERE WITH (I.E. LIBRARY, COMPUTER SERVICE, STUDENT AID). FALL 2022 ENROLLMENT 2188. STUDENT SERVICES - ADMISSIONS, PLACEMENT, STUDENT COUNSELING SERVICES, HEALTH SERVICES, AND ATHLETIC PROGRAMS. AUXILLARY ENTERPRISES - STUDENT RESIDENCE HALLS, FOOD SERVICES, STUDENT UNION BUILDING AND BOOKSTORE AND OPERATION MAINTENANCE OF PLANT.Desc
Total Program Service Expenses$143,467,319TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (true)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document164IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1798EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTYLER KEARNEYPersonNm
Phone8128771511PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15500 WABASH AVENUEAddressLine1Txt
CityTERRE HAUTECityNm
State AbbreviationINStateAbbreviationCd
ZIP47803ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ROBERT COONS
PRESIDENT40.00.0Yes (X)Yes (X)$621,005$0$64,555
STEVE BRADY
VP FOR INST ADVANCEMENT40.00.0$285,297$0$64,908Yes (X)
MATTHEW DAVIS
ASSOC VP FINANCE & CONTROLLER40.00.0$266,465$0$61,911Yes (X)
WAYNE DENNISON
VP FOR INFORMATION TECHNOLOGY40.00.0$258,328$0$53,895Yes (X)
RICK STAMPER
PROVOST & VP, ACADEMIC AFFAIRS40.00.0$249,752$0$59,199Yes (X)
THOMAS BEAR
VP FOR ENROLLMENT40.00.0$255,513$0$38,887Yes (X)
RUSSELL WARLEY
DEAN OF FACULTY, PROF CHEM ENG40.00.0$211,185$0$49,280Yes (X)
MEGAN ELLIOTT
VP, HUMAN & ENVIRONMENTAL SVCS40.00.0$217,499$0$40,633Yes (X)
ERIK HAYES
VP FOR STUDENT AFFAIRS & DEAN40.00.0$191,627$0$56,675Yes (X)
CRAIG DOWNING
HEAD OF DEPT OF ENG MGMT40.00.0$184,063$0$51,539Yes (X)
JP MELLOR
HEAD OF DEPT, COMP SCI. & ENG.40.00.0$172,069$0$44,793Yes (X)
SANTHANA NAIDU
VP FOR COMMUNICATIONS & MARKE.40.00.0$173,871$0$34,629Yes (X)
PATSY BRACKIN
PROG DIR FOR ENG DESIGN & PROF40.00.0$171,747$0$34,537Yes (X)
JAMEEL AHMED
HEAD OF BIO & BIOMED END, PROF40.00.0$169,069$0$26,239Yes (X)
MATTHEW BOUTELL
ASSOC DEPT HEAD & PROF COM SCI40.00.0$167,269$0$23,383Yes (X)
NILES NOBLITT
CHAIRMAN1.00.0Yes (X)Yes (X)$0$0$0
CARL COOK
VICE CHAIRMAN1.00.0Yes (X)Yes (X)$0$0$0
THOMAS DINKEL
TREASURER1.00.0Yes (X)Yes (X)$0$0$0
GREGORY GIBSON
SECRETARY1.00.0Yes (X)Yes (X)$0$0$0
ROBERT BRIGHT
TRUSTEE1.00.0Yes (X)$0$0$0
TONYA COMBS
TRUSTEE1.00.0Yes (X)$0$0$0
JANET COOPER
TRUSTEE1.00.0Yes (X)$0$0$0
WILLIAM FENOGLIO
TRUSTEE1.00.0Yes (X)$0$0$0
ANTON HULMAN GEORGE
TRUSTEE1.00.0Yes (X)$0$0$0
JEFF HARRISON
TRUSTEE1.00.0Yes (X)$0$0$0
DONALD INGS
TRUSTEE1.00.0Yes (X)$0$0$0
J CHRIS INMAN
ALUMNI REPRESENTATIVE1.00.0Yes (X)$0$0$0
WARREN MICKENS
TRUSTEE1.00.0Yes (X)$0$0$0
DARIN MOODY
TRUSTEE1.00.0Yes (X)$0$0$0
MICHAEL MUSSALLEM
TRUSTEE1.00.0Yes (X)$0$0$0
KELLY NOEL
TRUSTEE1.00.0Yes (X)$0$0$0
PAUL PALMER
ALUMNI REPRESENTATIVE1.00.0Yes (X)$0$0$0
WAYNE PATRICK
TRUSTEE1.00.0Yes (X)$0$0$0
JACK RAGLE
TRUSTEE1.00.0Yes (X)$0$0$0
CHARLES SIGMAN
TRUSTEE1.00.0Yes (X)$0$0$0
ROBERT STONE
ALUMNI REP1.00.0Yes (X)$0$0$0
KOUSHIK SUBRAMANIAN
TRUSTEE1.00.0Yes (X)$0$0$0
JAMES UMPLEBY
TRUSTEE1.00.0Yes (X)$0$0$0
LINDA WHITE
TRUSTEE1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,594,759TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$705,063TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K115IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BON APPETIT
2400 YORKMONT ROADCHARLOTTENC28217FOOD SERVICE$7,912,630
CH GARMONG SON INC
3050 POPLAR STREETTERRE HAUTEIN47803GENERAL CONTRACTOR$3,431,410
FREITAG-WEINHARDT INC
5900 N 13TH STREETTERRE HAUTEIN47805GENERAL CONTRACTOR$2,887,198
NRK INC
924 LAFAYETTE AVETERRE HAUTEIN47804GENERAL CONTRACTOR$1,949,455
HANNIG CONSTRUCTION INC
815 SWAN STTERRE HAUTEIN47807GENERAL CONTRACTOR$1,731,199
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K54CntrctRcvdGreaterThan100KCnt
Related Organizations$27,787RelatedOrganizationsAmt
Government Grants$962,810GovernmentGrantsAmt
All Other Contributions$18,731,950AllOtherContributionsAmt
Noncash Contributions$2,926,545NoncashContributionsAmt
Total Contributions$19,722,547TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES611710$110,007,837$110,007,837
AUXILIARY ENTERPRISES611710$22,923,986$22,923,986
OTHER SOURCES611710$3,847,185$3,847,185
FieldValueIRS element (for citing)
Total Program Service Revenue$136,779,008TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,327,456TotalRevenueColumnAmt
Unrelated Business Revenue$129,351UnrelatedBusinessRevenueAmt
Exclusion$7,198,105ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$245,374RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$245,374RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$245,374TotalRevenueColumnAmt
Unrelated Business Revenue$189,733UnrelatedBusinessRevenueAmt
Exclusion$55,641ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$44,907,080SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$44,800,478SecuritiesAmt
Other$138,616OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$106,602SecuritiesAmt
Other-$138,616OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$32,214TotalRevenueColumnAmt
Exclusion-$32,214ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$2,615,240GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,236,376CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$378,864TotalRevenueColumnAmt
Related Or Exempt Func Income$378,864RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
EXCLUSIVITY CONTRACT722210$8,000$8,000
CONCESSION PARKING722210$256$256
FieldValueIRS element (for citing)
Other Revenue Total$8,256OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$164,429,291TotalRevenueColumnAmt
Related Or Exempt Func Income$137,157,872RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$327,340UnrelatedBusinessRevenueAmt
Exclusion$7,221,532ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$63,180TotalAmt
Program Services$63,180ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$59,202,009TotalAmt
Program Services$59,202,009ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,255,112TotalAmt
Program Services$414,940ProgramServicesAmt
Management And General$2,147,187ManagementAndGeneralAmt
Fundraising$692,985FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$45,120TotalAmt
Management And General$45,120ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$43,723,235TotalAmt
Program Services$37,460,602ProgramServicesAmt
Management And General$4,735,186ManagementAndGeneralAmt
Fundraising$1,527,447FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,673,400TotalAmt
Program Services$2,918,637ProgramServicesAmt
Management And General$560,712ManagementAndGeneralAmt
Fundraising$194,051FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,023,467TotalAmt
Program Services$5,992,767ProgramServicesAmt
Management And General$1,528,058ManagementAndGeneralAmt
Fundraising$502,642FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,205,309TotalAmt
Program Services$2,599,419ProgramServicesAmt
Management And General$467,733ManagementAndGeneralAmt
Fundraising$138,157FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,631,451TotalAmt
Program Services$867,562ProgramServicesAmt
Management And General$624,051ManagementAndGeneralAmt
Fundraising$139,838FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$175,705TotalAmt
Program Services$17,895ProgramServicesAmt
Management And General$157,810ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$119,145TotalAmt
Management And General$119,145ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$840,862TotalAmt
Management And General$840,862ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$843,809TotalAmt
Program Services$508,064ProgramServicesAmt
Management And General$127,733ManagementAndGeneralAmt
Fundraising$208,012FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,169,606TotalAmt
Program Services$3,675,473ProgramServicesAmt
Management And General$1,363,969ManagementAndGeneralAmt
Fundraising$130,164FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$149,707TotalAmt
Program Services$69,729ProgramServicesAmt
Management And General$79,920ManagementAndGeneralAmt
Fundraising$58FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,948,319TotalAmt
Program Services$3,557,147ProgramServicesAmt
Management And General$373,492ManagementAndGeneralAmt
Fundraising$17,680FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,460,145TotalAmt
Program Services$1,812,951ProgramServicesAmt
Management And General$478,825ManagementAndGeneralAmt
Fundraising$168,369FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$160,247TotalAmt
Program Services$110,420ProgramServicesAmt
Management And General$47,360ManagementAndGeneralAmt
Fundraising$2,467FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,490,853TotalAmt
Program Services$2,373,883ProgramServicesAmt
Management And General$116,970ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,304,563TotalAmt
Program Services$11,640,411ProgramServicesAmt
Management And General$664,152ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,088,862TotalAmt
Program Services$569,502ProgramServicesAmt
Management And General$519,360ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FOOD SERVICE FEES$7,781,195$7,764,743$13,416$3,036
NON-CAPITAL EQUIPMENT$908,506$477,064$418,181$13,261
MEMBERSHIP/PROFESSIONAL$363,712$177,200$138,782$47,730
OTHER$2,081,721$1,193,721$655,033$232,967

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$163,709,240TotalAmt
Program Services$143,467,319ProgramServicesAmt
Management And General$16,223,057ManagementAndGeneralAmt
Fundraising$4,018,864FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$13,519BOYAmt
EOY$21,987EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$40,574,980BOYAmt
EOY$27,321,968EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,390,364BOYAmt
EOY$21,467,614EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,776,724BOYAmt
EOY$3,278,996EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$2,115,355BOYAmt
EOY$1,517,956EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,329,856BOYAmt
EOY$1,355,340EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$410,268,311LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$235,521,494LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$168,046,705BOYAmt
EOY$174,746,817EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$175,281,060BOYAmt
EOY$187,089,938EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$61,657,908BOYAmt
EOY$68,155,129EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,727,412BOYAmt
EOY$10,604,023EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$478,913,883BOYAmt
EOY$495,559,768EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,610,271BOYAmt
EOY$13,337,191EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,864,326BOYAmt
EOY$2,600,678EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$77,354,457BOYAmt
EOY$74,715,269EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,332,314BOYAmt
EOY$14,974,542EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$110,161,368BOYAmt
EOY$105,627,680EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$165,391,851BOYAmt
EOY$165,904,788EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$203,360,664BOYAmt
EOY$224,027,300EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$368,752,515BOYAmt
EOY$389,932,088EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$478,913,883BOYAmt
EOY$495,559,768EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$720,051ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$19,643,013NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$816,509OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$2,617,145AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$250,558,322BeginningYearBalanceAmt
Contributions$3,401,831ContributionsAmt
Investment Earnings Or Losses$29,066,645InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,039,926GrantsOrScholarshipsAmt
Other Expenditures$6,836,986OtherExpendituresAmt
Administrative Expenses$840,862AdministrativeExpensesAmt
End Year Balance$269,309,024EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$271,284,646BeginningYearBalanceAmt
Contributions$7,066,271ContributionsAmt
Investment Earnings Or Losses-$13,144,978InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,111,289GrantsOrScholarshipsAmt
Other Expenditures$7,631,548OtherExpendituresAmt
Administrative Expenses$904,780AdministrativeExpensesAmt
End Year Balance$250,558,322EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$226,747,984BeginningYearBalanceAmt
Contributions$7,956,252ContributionsAmt
Investment Earnings Or Losses$52,027,421InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,324,205GrantsOrScholarshipsAmt
Other Expenditures$9,378,749OtherExpendituresAmt
Administrative Expenses$744,057AdministrativeExpensesAmt
End Year Balance$271,284,646EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$218,153,297BeginningYearBalanceAmt
Contributions$12,568,060ContributionsAmt
Investment Earnings Or Losses$6,959,490InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,466,704GrantsOrScholarshipsAmt
Other Expenditures$5,831,970OtherExpendituresAmt
Administrative Expenses$634,189AdministrativeExpensesAmt
End Year Balance$226,747,984EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$213,545,285BeginningYearBalanceAmt
Contributions$5,320,797ContributionsAmt
Investment Earnings Or Losses$16,517,892InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,184,342GrantsOrScholarshipsAmt
Other Expenditures$12,212,278OtherExpendituresAmt
Administrative Expenses$834,057AdministrativeExpensesAmt
End Year Balance$218,153,297EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.30000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.52000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.18000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$23,153,385OtherCostOrOtherBasisAmt
Book Value$23,153,385BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$266,579,153OtherCostOrOtherBasisAmt
Depreciation$132,852,209DepreciationAmt
Book Value$133,726,944BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$70,027,342OtherCostOrOtherBasisAmt
Depreciation$59,100,411DepreciationAmt
Book Value$10,926,931BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$50,508,429OtherCostOrOtherBasisAmt
Depreciation$43,568,872DepreciationAmt
Book Value$6,939,557BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$174,746,817TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY$45,042,839F
HEDGE FUNDS AND FUNDS OF FUNDS$15,082,154F
REAL ASSETS$8,030,136F
FieldValueIRS element (for citing)
Total Book Value Securities$68,155,129TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDescAmtAmt
ACCR POSTRETIREMENT BENE OBLIGATION$7,835,396
ANNUITY/DISTRIBUTION PAYABLE$1,868,465
FEDERAL PERKINS LOAN ADVANCES$1,950,060
DEPOSITS$645,156
OTHER$917,831
GATE LOAN RESERVE$67,159
UNCLAIMED PROPERTY$39,775
DINING SERVICE ADVANCE PAYABLE$1,650,700
FieldValueIRS element (for citing)
Total Liability$14,974,542TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$185,239,078TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$19,643,013NetUnrealizedGainsInvstAmt
Other Revenue$2,007,636OtherRevenueAmt
Revenue Not Reported$21,650,649RevenueNotReportedAmt
Revenue Subtotal$163,588,429RevenueSubtotalAmt
Investment Expenses Not Incld$840,862InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$840,862RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$164,429,291TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$165,104,754TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,236,376OtherExpensesIncludedAmt
Expenses Not Reported$2,236,376ExpensesNotReportedAmt
Expenses Subtotal$162,868,378ExpensesSubtotalAmt
Investment Expenses Not Incld2$840,862InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$840,862ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$163,709,240TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE D, PART III, LINE 4EXEMPT PURPOSE: ROSE-HULMAN INSTITUTE OF TECHNOLOGY HOLDS IN ITS COLLECTION VARIOUS WORKS OF ART ACQUIRED BY PURCHASE AND DONATIONS. THESE WORKS ARE DISPLAYED IN VARIOUS BUILDINGS ON CAMPUS TO ASSIST STUDENTS IN DEVELOPING AN APPRECIATION FOR ART AND DESIGN.
FORM 990, SCHEDULE D, PART V, LINE 4INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: THE INSTITUTE'S ENDOWMENT FUNDS PROVIDE FINANCIAL SUPPORT OF THE INSTITUTE'S ACADEMIC AND OTHER NEEDS. THE EARNINGS FROM THE INVESTMENT OF THE ENDOWED FUNDS PROVIDE STUDENT SCHOLARSHIPS, LABORATORY AND EQUIPMENT, AND ENDOWED CHAIRS AND PROFESSORSHIPS.
FORM 990, SCHEDULE D, PART X, LINE 2ASC 740 DISCLOSURE: 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.
FORM 990, SCHEDULE D, PART XIRECONCILIATION OF REVENUE: LINE 2D: BOOKSTORE/LAPTOP COST OF GOODS SOLD $2,236,376 LINE 2D: CHANGE IN VALUE OF SPLIT INTEREST $(228,740) LINE 2D TOTAL: $2,007,636
FORM 990, SCHEDULE D, PART XIIRECONCILIATION OF EXPENSES: LINE 2D: BOOKSTORE/LAPTOP COST OF GOODS SOLD $2,236,376

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3PUBLICATION OF THE ORGANIZATION'S NONDISCRIMINATION POLICY: SOLICITATION OF STUDENTS IS ACCOMPLISHED THROUGH DIRECT MAILINGS OR CONTACT WITH HIGH SCHOOL COUNSELORS. MAILINGS INCLUDE A STATEMENT OF RACIAL NON-DISCRIMINATION. THE NONDISCRIMINATORY POLICY IS ALSO PUBLISHED ON THE INSTITUTE'S WEBSITE AT WWW.ROSE-HULMAN.EDU/ABOUT-US/HUMAN-RESOURCES/TITLE-IX. THE INSTITUTE'S ADMISSIONS POLICIES ARE IN ACCORDANCE WITH SEC 4.02 OF REV PROC 75-50.
SCHEDULE E, PART I, LINE 6AEXPLANATION OF GOVERNMENTAL FINANCIAL AID: FINANCIAL AID FOR BOTH STUDENTS AND THE INSTITUTE IS RECEIVED FROM THE DEPARTMENT OF EDUCATION ALONG WITH FUNDS FROM VARIOUS INDIANA STATE AGENCIES. THESE FUNDS ARE DISBURSED WITHOUT REGARD TO RACE, RELIGION, OR NATIONAL ORIGIN OF STUDENTS. THE INSTITUTE ALSO RECEIVED FROM VARIOUS FEDERAL AND STATE AGENCIES GRANTS FOR THE PURPOSE OF RESEARCH AND ACQUISITION OF EQUIPMENT.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN00PASSIVE INVESTMENTS$7,425,340
EAST ASIA AND THE PACIFIC00PROGRAM SERVICES$23,083TEACHING & RESEARCH
EUROPE (INCLUDING ICELAND AND GREENLAND)00PROGRAM SERVICES$189,021CONFERENCES & RESEARCH
NORTH AMERICA00PROGRAM SERVICES$9,795CONFERENCES
SOUTH AMERICA00PROGRAM SERVICES$14,040CONFERENCE & BLDG PROJ
SOUTH ASIA00PROGRAM SERVICES$10,916STUDENT RECRUITMENT
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$7,672,195SubtotalSpentAmt
Total Spent$7,672,195TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHICKS ENGINEERING LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 860670AddressLine1Txt
CitySHAWNEECityNm
State AbbreviationKSStateAbbreviationCd
ZIP662860670ZIPCd
FieldValueIRS element (for citing)
Recipient EIN921404309RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$60,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantGENERALPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmt
INSTITUTIONAL FINANCIAL AID2238$53,175,774$0
NON-ENDOWED SCHOLARSHIPS58$276,782$0
ENDOWED SCHOLARSHIPS645$5,749,453$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING USE OF GRANT FUNDS IN THE UNITED STATES: THE FEDERAL AND STATE FUNDS PROVIDED FOR FINANCIAL AID TO STUDENTS OF ROSE-HULMAN FOLLOWS ALL REGULATIONS. EACH YEAR THE REGULATIONS ARE EVALUATED TO VERIFY THAT ALL REGULATIONS ARE BEING FOLLOWED BASED ON EACH FUNDS CRITERIA.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
ROBERT COONS
PRESIDENT$621,005$0$0$0$0$0$28,627$0$35,928$0$685,560$0
MATTHEW BOUTELL
ASSOC DEPT HEAD & PROF COM SCI$167,269$0$0$0$0$0$10,767$0$12,616$0$190,652$0
CRAIG DOWNING
HEAD OF DEPT OF ENG MGMT$184,063$0$0$0$0$0$14,034$0$37,505$0$235,602$0
JAMEEL AHMED
HEAD OF BIO & BIOMED END, PROF$169,069$0$0$0$0$0$13,462$0$12,777$0$195,308$0
JP MELLOR
HEAD OF DEPT, COMP SCI. & ENG.$172,069$0$0$0$0$0$14,203$0$30,590$0$216,862$0
PATSY BRACKIN
PROG DIR FOR ENG DESIGN & PROF$171,747$0$0$0$0$0$13,119$0$21,418$0$206,284$0
THOMAS BEAR
VP FOR ENROLLMENT$255,513$0$0$0$0$0$850$0$38,037$0$294,400$0
STEVE BRADY
VP FOR INST ADVANCEMENT$285,297$0$0$0$0$0$23,850$0$41,058$0$350,205$0
WAYNE DENNISON
VP FOR INFORMATION TECHNOLOGY$258,328$0$0$0$0$0$21,930$0$31,965$0$312,223$0
RUSSELL WARLEY
DEAN OF FACULTY, PROF CHEM ENG$211,185$0$0$0$0$0$17,999$0$31,281$0$260,465$0
MATTHEW DAVIS
ASSOC VP FINANCE & CONTROLLER$266,465$0$0$0$0$0$23,070$0$38,841$0$328,376$0
ERIK HAYES
VP FOR STUDENT AFFAIRS & DEAN$191,627$0$0$0$0$0$17,010$0$39,665$0$248,302$0
RICK STAMPER
PROVOST & VP, ACADEMIC AFFAIRS$249,752$0$0$0$0$0$20,600$0$38,599$0$308,951$0
MEGAN ELLIOTT
VP, HUMAN & ENVIRONMENTAL SVCS$217,499$0$0$0$0$0$18,610$0$22,023$0$258,132$0
SANTHANA NAIDU
VP FOR COMMUNICATIONS & MARKE.$173,871$0$0$0$0$0$15,050$0$19,579$0$208,500$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990 SCHEDULE J, PART I, LINE 1AFormAndLineReferenceDesc
ExplanationOTHER COMPENSATION: ROBERT COONS (PRESIDENT) RECEIVED CLUB DUES WHICH ARE GROSSED UP FOR TAX PURPOSES. HE ALSO RECEIVED A HOUSING ALLOWANCE, WHICH IS REPORTED IN SCHEDULE J, PART II AND IS REPORTED AS TAXABLE ON THE W-2. SPOUSAL TRAVEL IS PROVIDED. THE PRESIDENT'S SPOUSE IS ALSO AN EMPLOYEE IN ROSE-HULMAN'S ADVANCEMENT DEPARTMENT, AND OFTEN TRAVELS WITH THE PRESIDENT AS PART OF HER JOB RESPONSIBILITIES. SPOUSAL TRAVEL IS ANALYZED TO DETERMINE WHETHER THE TRAVEL WAS TO FULFILL A JOB RESPONSIBILITY, OR STRICTLY SPOUSAL TRAVEL. TRAVEL EXPENSES DETERMINED TO BE OUTSIDE OF FULFILLING A ROSE-HULMAN JOB RESPONSIBILITY IS ADDED TO W-2 WAGES. NILES NOBLITT RECEIVED HOUSING AT THE PRESIDENT'S HOME DURING BOARD MEETINGS WHICH IS REPORTED AS A NONTAXABLE BENEFIT.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
INDIANA FINANCE AUTHORITY
A35160231645506DT962018-12-20$36,062,495CONSTRUCTION AND EXPANSION OF CAMPfalsefalsefalse
INDIANA FINANCE AUTHORITY
B35160231645506D8J72020-05-27$26,729,817CONSTRUCTION AND EXPANSION OF CAMPfalsefalsefalse
INDIANA FINANCE AUTHORITY
C35160231645506EBC62021-06-01$21,216,909REFUND THE SERIES 2011 BONDSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndSubstantial CompletionSubstantialCompletionYr
A$0$0$37,321,136$0$0$0$350,386$0$0$36,970,750$0$0falsefalsefalseYes (true)
B$7,725,000$0$24,774,433$0$0$0$294,817$0$0$24,479,616$0$0Yes (true)falsefalseYes (true)
C$0$0$21,216,909$0$0$0$216,909$0$0$0$21,000,000$0Yes (true)falseYes (true)Yes (true)2011

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)
Cfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
0
CfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, LINE B COLUMN FTHE PROCEEDS OF THE 2020 BONDS WERE USED TO FINANCE (I) THE COSTS OF CAMPUS IMPROVEMENTS, (II) REFUND OUTSTANDING SERIES 2010 BONDS WHICH WERE ISSUED ON 09/08/2010 AND (III) PAY CERTAIN COSTS OF ISSUING THE SERIES 2010 BONDS.
SCHEDULE K, PART I, LINE C COLUMN FTHE PROCEEDS OF THE 2021 BONDS WERE USED TO REFUND OUTSTANDING SERIES 2011 BONDS WHICH WERE ISSUED ON 09/08/2011 AND (II) PAY CERTAIN COSTS OF ISSUING THE SERIES 2011 BONDS.
SCHEDULE K, PART II, LINE 3TO THE EXTENT THAT TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE, SUCH EXCESS REPRESENTS INVESTMENT EARNINGS.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
DAVID HANNUM
PART OWNER CH GARMONG$3,431,323CH GARMONGYes (true)
TOM DINKEL
CEO SYCAMORE ENGINEER$221,898SYCAMORE ENGINEERYes (true)
SUBSTANTIAL CONTRIBUTOR
DONOR AND BUSINESS$27,787DONOR/BUSINESS TRANSACTIONYes (true)
TAMARA COONS
SPOUSE OF OFFICER$45,121ASSOCIATE INSTITUTIONAL ADVANCYes (true)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE L, PART IV, LINE 1Business Transactions Involving Interested Persons: The board member was not involved in the decision to use their company.
FORM 990, SCHEDULE L, PART IV, LINE 2Business Transactions Involving Interested Persons: The board member was not involved in the decision to use their company.
FORM 990, SCHEDULE L, PART IV, LINE 4Business Transactions Involving Interested Persons: The board member was not involved in the decision to hire his spouse or set her compensation.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$32,250NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$300NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$2,885NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution35ContributionCnt
Noncash Contributions Rpt F990$1,341,518NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)SOFTWARE1$1,495,000FMV
Yes (X)EQUIPMENT3$50,054FMV
FieldValueIRS element (for citing)
Form8283 Received10Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, COLUMN (B)FormAndLineReferenceDesc
ExplanationNUMBER OF CONTRIBUTORS: ROSE-HULMAN INSTITUTE OF TECHNOLOGY REPORTS THE NUMBER OF CONTRIBUTORS IN COLUMN (B).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2FAMILY AND BUSINESS RELATIONSHIPS: SOME MEMBERS OF THE BOARD OF TRUSTEES HAVE FAMILY AND BUSINESS RELATIONSHIPS IN THE ORDINARY COURSE OF BUSINESS. THOMAS DINKEL AND ANTON GEORGE HAVE A BUSINESS RELATIONSHIP. THOMAS DINKEL AND GREG GIBSON HAVE A BUSINESS RELATIONSHIP. ANTON GEORGE AND GREG GIBSON HAVE A BUSINESS RELATIONSHIP. JAMES BAUMGARDT AND NILES NOBLITT HAVE A BUSINESS RELATIONSHIP. PATRICK CAHILL AND THOMAS DINKEL HAVE A BUSINESS RELATIONSHIP. JAMES TRUEBLOOD AND LINDA WHITE HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BPROCESS TO REVIEW THE FORM 990: THE FORM WAS PREPARED BY AN INDEPENDENT CPA FIRM AND WAS REVIEWED IN DETAIL AND APPROVED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. A PUBLIC DISCLOSURE VERSION OF THE FORM WAS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CMONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE INSTITUTE REQUIRES EVERY MEMBER OF THE BOARD OF TRUSTEES, FACULTY AND STAFF TO SUBMIT A WRITTEN CONFLICT OF INTEREST DISCLOSURE ANNUALLY AS WELL AS IMMEDIATELY UPON THE IDENTIFICATION OF ANY APPARENT OR IMPLIED CONFLICT. THESE SUBMISSIONS ARE EACH REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND SUMMARIZED FOR PRESENTATION TO THE COMMITTEE. IF A CONFLICT IS DETERMINED TO EXIST, PERSON(S) DESIGNATED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES WORK WITH THE APPROPRIATE INDIVIDUAL(S) TO DESIGN A PLAN TO MANAGE, REDUCE, OR ELIMINATE THE CONFLICT IN A MANNER CONSISTENT WITH THE BEST INTEREST OF THE INSTITUTE AND THE RIGHTS OF THE INDIVIDUAL. IF THE DESIGNEES ARE UNABLE TO RECOMMEND A RESOLUTION, THE CASE IS REFERRED TO THE PRESIDENT, THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES, OR THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AS APPROPRIATE FOR RESOLUTION.
FORM 990, PART VI, SECTION B, LINE 15A & 15BPROCESS TO DETERMINE PRESIDENT AND OFFICER COMPENSATION: IN MAY OF EACH YEAR, ROSE-HULMAN INSTITUTE OF TECHNOLOGY'S BOARD OF TRUSTEES COMPENSATION COMMITTEE PERFORMS A REVIEW OF EXECUTIVE COMPENSATION FOR THE PRESIDENT AND THE PRESIDENT'S CABINET. THE REVIEW IS DESIGNED TO FOLLOW INDUSTRY BEST PRACTICES AND TO COMPLY WITH THE IRS INTERMEDIATE SANCTIONS PROVISION. IN PERFORMING THEIR ANNUAL REVIEW, THE COMMITTEE REVIEWS INFORMATION FROM THE PRESIDENTIAL PERFORMANCE REVIEW COMPENSATION SURVEYS, COMPENSATION AT COMPARABLE ORGANIZATIONS, AND INDEPENDENT THIRD PARTY REVIEWS WHEN DEEMED APPROPRIATE. THE COMMITTEE MAKES COMPENSATION RECOMMENDATIONS FOR THE PRESIDENT FOR APPROVAL BY THE FULL BOARD OF TRUSTEES AND APPROVE THE PRESIDENT'S RECOMMENDATIONS FOR HIS CABINET.
FORM 990, PART VI, SECTION C, LINE 19AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY, FORM 990, AND FS: AS A PRIVATE INSTITUTION, ROSE-HULMAN INSTITUTE OF TECHNOLOGY DOES NOT PUBLICLY DISTRIBUTE GOVERNING DOCUMENTS AND ITS CONFLICT OF INTEREST POLICY. AUDITED FINANCIAL STATEMENTS ARE RELEASED TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9OTHER CHANGES IN NET ASSETS OR FUND BALANCES: DEFINED BENEFIT PLAN NET GAIN $1,045,249 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $(228,740) TOTAL TO FORM 990, PART XI, LINE 9 $816,509
FORM 990, PART XII, LINE 1ACCOUNTING METHOD USED TO PREPARE FORM 990: THE FORM 990 IS PREPARED ON AN ACCRUAL BASIS WITH THE EXCEPTION OF SCHEDULE B WHICH IS PREPARED ON A CASH BASIS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
INDEPENDENT COLLEGES OF INDIANA
30 SOUTH MERIDIAN STREETINDIANAPOLISIN46204310901001EDU SUPPORTIN501(C)(3)12A TYPE Ifalse
ASSOC OF INDEPENDENT TECHNOLOGICAL UNIV
8 CLARKSON AVENUEPOTSDAMNY13699203393428EDU SUPPORTNY501(C)(3)12A TYPE Ifalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTS (5)BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15500 WABASH AVENUEAddressLine1Txt
CityTERRE HAUTECityNm
State AbbreviationINStateAbbreviationCd
ZIP47803ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesTRUSTPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Entity TypeTRUSTEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd