ROSE-HULMAN INSTITUTE OF TECHNOLOGY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROSE-HULMAN INSTITUTE OF TECHNOLOGY (EIN 35-0868149)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202511349349302146
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T09:00:35+00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 Massachusetts Ave Suite 1370 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350868149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rose-Hulman Institute of Technology | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 8128771511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Wabash Avenue CM 21 | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tyler Kearney | PersonNm |
| Person Title | VP for finance | PersonTitleTxt |
| Phone | 8128771511 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Fishback | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tyler Kearney | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Wabash Avenue CM 21 | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $218,906,001 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.rose-hulman.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1874 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE THE WORLD'S BEST UNDERGRADUATE EDUCATION IN ENGINEERING, MATHEMATICS, AND SCIENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 1892 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $193,676 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $111,276 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,722,547 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,626,721 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $136,779,008 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $146,758,505 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,295,242 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,564,304 | CYInvestmentIncomeAmt |
| PY Other Revenue | $632,494 | PYOtherRevenueAmt |
| CY Other Revenue | $869,806 | CYOtherRevenueAmt |
| PY Total Revenue | $164,429,291 | PYTotalRevenueAmt |
| CY Total Revenue | $168,819,336 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $59,265,189 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $64,544,974 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $61,925,643 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $63,262,614 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,757,667 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $42,518,408 | PYOtherExpensesAmt |
| CY Other Expenses | $44,993,987 | CYOtherExpensesAmt |
| PY Total Expenses | $163,709,240 | PYTotalExpensesAmt |
| CY Total Expenses | $172,801,575 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $720,051 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,982,239 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $495,559,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $539,482,485 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $105,627,680 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $129,344,158 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $389,932,088 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $410,138,327 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $153,203,205 | ExpenseAmt |
| Grant | $64,544,974 | GrantAmt |
| Revenue | $147,212,110 | RevenueAmt |
| Desc | Founded in 1874, Rose-Hulman Institute of Technology is a nationally recognized leader in undergraduate STEM education, offering top-tier programs in science, engineering, and mathematics. With a student-focused environment and a commitment to academic excellence, Rose-Hulman is consistently ranked among the nation's best for faculty quality, career services, return on investment, and value-added education. Year after year, nearly 100% of graduates secure career opportunities or pursue advanced degrees. Located in Terre Haute, Indiana, the Institute is home to more than 2,300 students driven by innovation and hands-on learning. | Desc |
| Total Program Service Expenses | $153,203,205 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 185 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1892 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tyler Kearney | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8128771511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Wabash Avenue | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47803 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Carl Cook | |||||||||
| Vice Chairman | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Gregory Gibson | |||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Niles Noblitt | |||||||||
| Chairman | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert Coons | |||||||||
| President | 40.0 | 0.0 | Yes (X) | Yes (X) | $589,049 | $0 | $97,536 | ||
| Thomas Dinkel | |||||||||
| Treasurer | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Anton Hulman George | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Carla McFarland | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Charles Sigman | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Cindy Kalkomey | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dan Price | |||||||||
| Alumni Representative | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Darin Moody | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David Hannum | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Donald Ings | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jack Ragle | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James Chris Inman | |||||||||
| Alumni Representative | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James Umpleby | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Janet Cooper | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeff Harrison | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kelly Noel | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Koushik Subramanian | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Linda White | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Marie Stettler Kleine | |||||||||
| Alumni Representative | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Mussallem | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Bright | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tonya Combs | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Wayne Patrick | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tyler D Kearney | |||||||||
| VP and Chief Business Officer | 40.0 | 0.0 | Yes (X) | $181,905 | $0 | $23,069 | |||
| Erik Hayes | |||||||||
| VP for Student Affairs & Dean | 40.0 | 0.0 | $205,771 | $0 | $59,794 | Yes (X) | |||
| Megan Elliott | |||||||||
| VP, Human & Environmental Affairs | 40.0 | 0.0 | $226,102 | $0 | $46,715 | Yes (X) | |||
| Rick Stamper | |||||||||
| Provost & VP, Academic Affairs | 40.0 | 0.0 | $252,105 | $0 | $66,569 | Yes (X) | |||
| Russell Warley | |||||||||
| Dean of Faculty, Prof Chem Eng | 40.0 | 0.0 | $210,861 | $0 | $54,281 | Yes (X) | |||
| Santhana Naidu | |||||||||
| VP for Communications & Marke | 40.0 | 0.0 | $165,405 | $0 | $54,806 | Yes (X) | |||
| Steve Brady | |||||||||
| VP for Inst Advancement | 40.0 | 0.0 | $285,864 | $0 | $68,708 | Yes (X) | |||
| Thomas Bear | |||||||||
| VP for Enrollment | 40.0 | 0.0 | $250,142 | $0 | $62,145 | Yes (X) | |||
| Wayne Dennison | |||||||||
| VP for Information Technology | 40.0 | 0.0 | $256,779 | $0 | $59,007 | Yes (X) | |||
| Caroline Carvill | |||||||||
| Interim Head of Humanities, Social Sciences and the Arts, Prof | 40.0 | 0.0 | $183,667 | $0 | $37,079 | Yes (X) | |||
| Craig Downing | |||||||||
| Head of Dept of Eng Mgmt | 40.0 | 0.0 | $179,048 | $0 | $50,090 | Yes (X) | |||
| MARGUERITTE P BRACKIN | |||||||||
| Prog Dir for Eng Design & Prof | 40.0 | 0.0 | $169,684 | $0 | $36,122 | Yes (X) | |||
| Matthew Davis | |||||||||
| Assoc VP Finance & Controller | 40.0 | 0.0 | $214,466 | $0 | $61,630 | Yes (X) | |||
| Michael Mueller | |||||||||
| Professor of Chemistry and Biochemistry | 40.0 | 0.0 | $169,434 | $0 | $37,780 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,540,282 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $815,331 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 106 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Bon Appetit | ||||||
| 2400 Yorkmont Road | Charlotte | NC | 28217 | Food Service | $8,688,949 | |
| Hannig Construction Inc | ||||||
| 815 Swan St | Terre Haute | IN | 47807 | General Contractor | $3,503,057 | |
| Freitag-Weinhardt Inc | ||||||
| 5900 N 13th Street | Terre Haute | IN | 47805 | General Contractor | $2,094,774 | |
| C H Garmong & Son Inc | ||||||
| 3050 Poplar Street | Terre Haute | IN | 478032663 | General Contractor | $1,673,157 | |
| Ratio Architects Inc | ||||||
| Schrader Builkding Suite 100 | Indianapolis | IN | 46204 | Architectural Services | $1,474,748 | 107 South Pennsylvania Street |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 54 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $17,086 | RelatedOrganizationsAmt |
| Government Grants | $639,135 | GovernmentGrantsAmt |
| All Other Contributions | $11,970,500 | AllOtherContributionsAmt |
| Noncash Contributions | $1,804,749 | NoncashContributionsAmt |
| Total Contributions | $12,626,721 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and Fees | 611710 | $119,161,594 | $119,161,594 |
| Auxiliary Enterprises | 611710 | $23,465,050 | $23,465,050 |
| Other Sources | 611710 | $4,131,861 | $4,131,861 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $146,758,505 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,170,145 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $68,579 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,101,566 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $407,800 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $407,800 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $407,800 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $116,696 | UnrelatedBusinessRevenueAmt |
| Exclusion | $291,104 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,349,348 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,913,720 | SecuritiesAmt |
| Other | $41,469 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,435,628 | SecuritiesAmt |
| Other | -$41,469 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,394,159 | TotalRevenueColumnAmt |
| Exclusion | $3,394,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,585,081 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,131,476 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $453,605 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $453,605 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| Exclusivity Contract | 722210 | $8,000 | $8,000 |
| Concession Parking | 722210 | $401 | $401 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,401 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $168,819,336 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $147,212,110 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $193,676 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,786,829 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,395 | TotalAmt |
| Program Services | $30,395 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,514,579 | TotalAmt |
| Program Services | $64,514,579 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,355,614 | TotalAmt |
| Program Services | $1,287,384 | ProgramServicesAmt |
| Management And General | $2,370,365 | ManagementAndGeneralAmt |
| Fundraising | $697,865 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,473 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $43,473 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,666,362 | TotalAmt |
| Program Services | $38,140,695 | ProgramServicesAmt |
| Management And General | $5,078,280 | ManagementAndGeneralAmt |
| Fundraising | $1,447,387 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,035,577 | TotalAmt |
| Program Services | $3,196,078 | ProgramServicesAmt |
| Management And General | $628,671 | ManagementAndGeneralAmt |
| Fundraising | $210,828 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,769,222 | TotalAmt |
| Program Services | $5,458,569 | ProgramServicesAmt |
| Management And General | $952,856 | ManagementAndGeneralAmt |
| Fundraising | $357,797 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,392,366 | TotalAmt |
| Program Services | $2,741,151 | ProgramServicesAmt |
| Management And General | $513,324 | ManagementAndGeneralAmt |
| Fundraising | $137,891 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,899,239 | TotalAmt |
| Program Services | $1,193,991 | ProgramServicesAmt |
| Management And General | $526,913 | ManagementAndGeneralAmt |
| Fundraising | $178,335 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,065 | TotalAmt |
| Program Services | $22,262 | ProgramServicesAmt |
| Management And General | $256,803 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,268 | TotalAmt |
| Program Services | $2,079 | ProgramServicesAmt |
| Management And General | $182,189 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $905,613 | TotalAmt |
| Management And General | $905,613 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $926,105 | TotalAmt |
| Program Services | $588,775 | ProgramServicesAmt |
| Management And General | $170,009 | ManagementAndGeneralAmt |
| Fundraising | $167,321 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,656,554 | TotalAmt |
| Program Services | $4,369,838 | ProgramServicesAmt |
| Management And General | $1,198,104 | ManagementAndGeneralAmt |
| Fundraising | $88,612 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,066 | TotalAmt |
| Program Services | $96,675 | ProgramServicesAmt |
| Management And General | $96,277 | ManagementAndGeneralAmt |
| Fundraising | $114 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,622,545 | TotalAmt |
| Program Services | $3,353,813 | ProgramServicesAmt |
| Management And General | $247,953 | ManagementAndGeneralAmt |
| Fundraising | $20,779 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,450,041 | TotalAmt |
| Program Services | $1,858,958 | ProgramServicesAmt |
| Management And General | $411,547 | ManagementAndGeneralAmt |
| Fundraising | $179,536 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,393 | TotalAmt |
| Program Services | $146,099 | ProgramServicesAmt |
| Management And General | $57,229 | ManagementAndGeneralAmt |
| Fundraising | $3,065 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,634,228 | TotalAmt |
| Program Services | $3,498,334 | ProgramServicesAmt |
| Management And General | $135,894 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,881,736 | TotalAmt |
| Program Services | $12,186,430 | ProgramServicesAmt |
| Management And General | $695,306 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,226,806 | TotalAmt |
| Program Services | $492,970 | ProgramServicesAmt |
| Management And General | $731,916 | ManagementAndGeneralAmt |
| Fundraising | $1,920 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food Service Fees | $7,749,393 | $7,734,119 | $15,117 | $157 |
| Non-Capital Equipment | $846,344 | $695,202 | $139,119 | $12,023 |
| Membership/Professional | $481,539 | $312,003 | $110,270 | $59,266 |
| Other | $1,851,052 | $1,282,806 | $373,475 | $194,771 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,801,575 | TotalAmt |
| Program Services | $153,203,205 | ProgramServicesAmt |
| Management And General | $15,840,703 | ManagementAndGeneralAmt |
| Fundraising | $3,757,667 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,987 | BOYAmt |
| EOY | $13,965 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,321,968 | BOYAmt |
| EOY | $41,051,222 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,467,614 | BOYAmt |
| EOY | $20,744,429 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,278,996 | BOYAmt |
| EOY | $3,285,458 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,517,956 | BOYAmt |
| EOY | $1,025,496 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,355,340 | BOYAmt |
| EOY | $1,362,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $427,306,857 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $246,488,183 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,746,817 | BOYAmt |
| EOY | $180,818,674 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,089,938 | BOYAmt |
| EOY | $197,504,257 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,155,129 | BOYAmt |
| EOY | $82,022,052 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,604,023 | BOYAmt |
| EOY | $11,654,790 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,559,768 | BOYAmt |
| EOY | $539,482,485 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,337,191 | BOYAmt |
| EOY | $15,257,789 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,600,678 | BOYAmt |
| EOY | $2,545,867 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,715,269 | BOYAmt |
| EOY | $98,620,761 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,974,542 | BOYAmt |
| EOY | $12,919,741 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,627,680 | BOYAmt |
| EOY | $129,344,158 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,904,788 | BOYAmt |
| EOY | $171,354,518 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,027,300 | BOYAmt |
| EOY | $238,783,809 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,932,088 | BOYAmt |
| EOY | $410,138,327 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,559,768 | BOYAmt |
| EOY | $539,482,485 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,982,239 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,452,148 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$263,670 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $732,190 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $269,309,024 | BeginningYearBalanceAmt |
| Contributions | $5,558,173 | ContributionsAmt |
| Investment Earnings Or Losses | $33,010,938 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,617,504 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,734,019 | OtherExpendituresAmt |
| Administrative Expenses | $905,613 | AdministrativeExpensesAmt |
| End Year Balance | $294,620,999 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $250,558,322 | BeginningYearBalanceAmt |
| Contributions | $3,401,831 | ContributionsAmt |
| Investment Earnings Or Losses | $29,066,645 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,039,926 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,836,986 | OtherExpendituresAmt |
| Administrative Expenses | $840,862 | AdministrativeExpensesAmt |
| End Year Balance | $269,309,024 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $271,284,646 | BeginningYearBalanceAmt |
| Contributions | $7,066,271 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,144,978 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,111,289 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,631,548 | OtherExpendituresAmt |
| Administrative Expenses | $904,780 | AdministrativeExpensesAmt |
| End Year Balance | $250,558,322 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $226,747,984 | BeginningYearBalanceAmt |
| Contributions | $7,956,252 | ContributionsAmt |
| Investment Earnings Or Losses | $52,027,421 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,324,205 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,378,749 | OtherExpendituresAmt |
| Administrative Expenses | $744,057 | AdministrativeExpensesAmt |
| End Year Balance | $271,284,646 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $218,153,297 | BeginningYearBalanceAmt |
| Contributions | $12,568,060 | ContributionsAmt |
| Investment Earnings Or Losses | $6,959,490 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,466,704 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,831,970 | OtherExpendituresAmt |
| Administrative Expenses | $634,189 | AdministrativeExpensesAmt |
| End Year Balance | $226,747,984 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.3 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.5 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.2 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $22,760,385 | OtherCostOrOtherBasisAmt |
| Book Value | $22,760,385 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $276,436,094 | OtherCostOrOtherBasisAmt |
| Depreciation | $142,402,497 | DepreciationAmt |
| Book Value | $134,033,597 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $110,430,778 | OtherCostOrOtherBasisAmt |
| Depreciation | $89,687,878 | DepreciationAmt |
| Book Value | $20,742,900 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $17,679,600 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,397,808 | DepreciationAmt |
| Book Value | $3,281,792 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $180,818,674 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private Equity | $54,852,762 | F |
| Hedge Funds and Funds of Funds | $17,241,617 | F |
| Real Assets | $9,927,673 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $82,022,052 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| Accr Postretirement Bene Obligation | $6,863,067 |
| Annuity/Distribution Payable | $1,898,416 |
| Federal Perkins Loan Advances | $1,371,523 |
| Deposits | $859,600 |
| Other | $787,140 |
| Gate Loan Reserve | $28,639 |
| Unclaimed Property | $26,610 |
| Dining Service Advance Payable | $1,084,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,919,741 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $194,525,250 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $24,452,148 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,159,379 | OtherRevenueAmt |
| Revenue Not Reported | $26,611,527 | RevenueNotReportedAmt |
| Revenue Subtotal | $167,913,723 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $905,613 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $905,613 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $168,819,336 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $174,027,438 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,131,476 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,131,476 | ExpensesNotReportedAmt |
| Expenses Subtotal | $171,895,962 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $905,613 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $905,613 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $172,801,575 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 ASC 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. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | EXEMPT 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. |
| Schedule D, Part V, Line 4 Intended uses of 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. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Cost of Goods Sold - 2131476 Change in Value of Split Interest - 27903 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Cost of Goods Sold - 2131476 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | PUBLICATION 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 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | 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)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $7,173,300 | |
| East Asia and the Pacific | 0 | 0 | Program Services | $86,640 | Teaching & Recruitment |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $34,483 | Conferences & Research |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | $18,856 | Conferences |
| South America | 0 | 0 | Program Services | $1,320 | Conferences & BLDG Project |
| Sub-Saharan Africa | 0 | 0 | Program Services | $8,969 | Student Recruitment |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $7,323,568 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,323,568 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SUB-SAHARAN AFRICA-Accrual | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Institutional Financial Aid | 2285 | $56,908,775 |
| Non-Endowed Scholarships | 56 | $222,120 |
| Endowed Scholarships | 638 | $7,383,684 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert Coons | ||||||||||||||
| President | $589,049 | $0 | $0 | $0 | $0 | $0 | $54,400 | $0 | $43,136 | $0 | $686,585 | $0 | $0 | $0 |
| Tyler D Kearney | ||||||||||||||
| VP and Chief Business Officer | $181,905 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $23,069 | $0 | $204,974 | $0 | $0 | $0 |
| Steve Brady | ||||||||||||||
| VP for Inst Advancement | $285,864 | $0 | $0 | $0 | $0 | $0 | $28,725 | $0 | $39,983 | $0 | $354,572 | $0 | $0 | $0 |
| Wayne Dennison | ||||||||||||||
| VP for Information Technology | $256,779 | $0 | $0 | $0 | $0 | $0 | $26,161 | $0 | $32,846 | $0 | $315,786 | $0 | $0 | $0 |
| Russell Warley | ||||||||||||||
| Dean of Faculty, Prof Chem Eng | $210,861 | $0 | $0 | $0 | $0 | $0 | $21,562 | $0 | $32,719 | $0 | $265,142 | $0 | $0 | $0 |
| Rick Stamper | ||||||||||||||
| Provost & VP, Academic Affairs | $252,105 | $0 | $0 | $0 | $0 | $0 | $24,958 | $0 | $41,611 | $0 | $318,674 | $0 | $0 | $0 |
| Thomas Bear | ||||||||||||||
| VP for Enrollment | $250,142 | $0 | $0 | $0 | $0 | $0 | $26,017 | $0 | $36,128 | $0 | $312,287 | $0 | $0 | $0 |
| Erik Hayes | ||||||||||||||
| VP for Student Affairs & Dean | $205,771 | $0 | $0 | $0 | $0 | $0 | $21,701 | $0 | $38,093 | $0 | $265,565 | $0 | $0 | $0 |
| Megan Elliott | ||||||||||||||
| VP, Human & Environmental Affairs | $226,102 | $0 | $0 | $0 | $0 | $0 | $22,474 | $0 | $24,241 | $0 | $272,817 | $0 | $0 | $0 |
| Santhana Naidu | ||||||||||||||
| VP for Communications & Marke | $165,405 | $0 | $0 | $0 | $0 | $0 | $17,767 | $0 | $37,039 | $0 | $220,211 | $0 | $0 | $0 |
| Craig Downing | ||||||||||||||
| Head of Dept of Eng Mgmt | $179,048 | $0 | $0 | $0 | $0 | $0 | $13,287 | $0 | $36,803 | $0 | $229,138 | $0 | $0 | $0 |
| Michael Mueller | ||||||||||||||
| Professor of Chemistry and Biochemistry | $169,434 | $0 | $0 | $0 | $0 | $0 | $12,400 | $0 | $25,380 | $0 | $207,214 | $0 | $0 | $0 |
| Caroline Carvill | ||||||||||||||
| Interim Head of Humanities, Social Sciences and the Arts, Prof | $183,667 | $0 | $0 | $0 | $0 | $0 | $16,382 | $0 | $20,697 | $0 | $220,746 | $0 | $0 | $0 |
| MARGUERITTE P BRACKIN | ||||||||||||||
| Prog Dir for Eng Design & Prof | $169,684 | $0 | $0 | $0 | $0 | $0 | $15,526 | $0 | $20,596 | $0 | $205,806 | $0 | $0 | $0 |
| Matthew Davis | ||||||||||||||
| Assoc VP Finance & Controller | $214,466 | $0 | $0 | $0 | $0 | $0 | $22,892 | $0 | $38,738 | $0 | $276,096 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a Travel for companions | FormAndLineReferenceDesc |
| Explanation | OTHER 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 ROSE-HULMAN JOB RESPONSIBILITIES ARE 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 (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Indiana Finance Authority | ||||||||
| A | 351602316 | 45506DT96 | 2018-12-20 | $36,062,495 | Construction and Expansion of Camp | false | false | false |
| Indiana Finance Authority | ||||||||
| B | 351602316 | 45506DBJ7 | 2020-05-27 | $26,729,817 | Construction and Expansion of Camp | false | false | false |
| Indiana Finance Authority | ||||||||
| C | 351602316 | 45506EBC6 | 2021-06-01 | $21,216,909 | Refund the Series 2011 Bonds | false | false | false |
| Indiana Finance Authority | ||||||||
| D | 351602316 | 45470EDA0 | 2023-12-05 | $26,989,669 | Construction and bond issuance costs | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $37,321,136 | $350,386 | $36,970,750 | false | false | false | Yes (true) | ||||
| B | $24,774,433 | $294,817 | $24,479,616 | Yes (true) | false | false | Yes (true) | $10,165,000 | |||
| C | $21,216,909 | $216,909 | Yes (true) | false | Yes (true) | Yes (true) | $21,000,000 | 2011 | |||
| D | $26,989,669 | $352,979 | $4,088,729 | false | false | false | Yes (true) | $22,547,961 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.0 | false | false | Yes (true) |
| B | false | false | false | false | 0.0 | false | false | Yes (true) |
| C | false | false | false | false | 0.0 | false | false | Yes (true) |
| D | false | false | false | false | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
| D | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column (f) Line B | THE 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, Column (f) Line C | THE 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 3 | TO THE EXTENT THAT TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE, SUCH EXCESS REPRESENTS INVESTMENT EARNINGS. |
| Schedule K, Part I, Column (f) Line D | The proceeds of the 2023 bonds are being used to (I) finance a portion of the costs of construction and equipping of a new four-story 58,000 square feet residential housing project located on the borrower's campus and (II) pay certain costs of issuing the 2023 bonds. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| David Hannum | |||
| Part Owner CH Garmong | $2,954,703 | CH Garmong | false |
| Thomas Dinkel | |||
| CEO Sycamore Engineer | $113,189 | Sycamore Engineer | false |
| Tamara Coons | |||
| Spouse of Officer | $41,388 | Associate Institutional Advancement | false |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule L, Part IV Line 1 | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: THE BOARD MEMBER WAS NOT INVOLVED IN THE DECISION TO USE THEIR COMPANY. |
| Schedule L, Part IV Line 2 | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: THE BOARD MEMBER WAS NOT INVOLVED IN THE DECISION TO USE THEIR COMPANY. |
| Schedule L, Part IV Line 4 | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: THE BOARD MEMBER WAS NOT INVOLVED IN THE DECISION TO HIRE HIS SPOUSE OR SET HER COMPENSATION. |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,050 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,797,989 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Equipment | 1 | $5,079 | Market value |
| Yes (X) | WINE | 1 | $631 | Market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Column B | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTORS: ROSE-HULMAN INSTITUTE OF TECHNOLOGY REPORTS THE NUMBER OF CONTRIBUTORS IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | James Trueblood and Linda White - Family relationship, Thomas Dinkel and Anton George - Business relationship, Thomas Dinkel and Greg Gibson - Business relationship, Anton George and Greg Gibson - Business relationship, James Baumgardt and Niles Noblitt - Business relationship, Patrick Cahill and Thomas Dinkel - Business relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | 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, Line 12c 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, Line 15a Process to establish compensation of top management official | 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, Line 15b Process to establish compensation of other employees | See part VI, line 15b footnote above. |
| Form 990, Part VI, Line 19 Required documents available to the public | 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 9 Other changes in net assets or fund balances | Defined Benefit Plan Net Loss - -291573; Change in Value of Split Interest Agreements - 27903; |
| Form 990, Part XII, Line 1 Accounting Method 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Independent Colleges of Indiana | ||||||||||
| 30 South Meridian Street | Indianapolis | IN | 46204 | 310901001 | Education Support | IN | 501(c)(3) | Type I | NA | false |
| Assoc of Independent Technological Univ | ||||||||||
| 8 Clarkson Avenue | Potsdam | NY | 13699 | 203393428 | Education Support | NY | 501(c)(3) | Type I | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trusts (4) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Wabash Avenue | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Trust | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |