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RENSSELAER POLYTECHNIC INSTITUTE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
RENSSELAER POLYTECHNIC INSTITUTE (EIN 14-1340095)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-16
IRS object ID
202221369349317382
Schema version
2020v4.0
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)
Return2022-05-16T18:48:42-07:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN141340095EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RENSSELAER POLYTECHNIC INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRENSBusinessNameControlTxt
Phone5182766426PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 EIGHTH STREETAddressLine1Txt
CityTROYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12180ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEileen McLoughlinPersonNm
Person TitleVice President & CFOPersonTitleTxt
Signature2022-05-04SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEileenPersonFirstNm
Person LastMcLoughlinPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 EIGHTH STREETAddressLine1Txt
CityTROYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12180ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$829,827,078GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.rpi.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1824FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionRensselaer educates the leaders of tomorrow for technologically based careers. We celebrate discovery and the responsible application of technology to create knowledge and global prosperity.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee4233TotalEmployeeCnt
Total Volunteers1565TotalVolunteersCnt
Total Gross UBI$425,554TotalGrossUBIAmt
PY Contributions Grants$30,104,177PYContributionsGrantsAmt
CY Contributions Grants$35,985,632CYContributionsGrantsAmt
PY Program Service Revenue$599,010,631PYProgramServiceRevenueAmt
CY Program Service Revenue$542,736,314CYProgramServiceRevenueAmt
PY Investment Income$23,657,671PYInvestmentIncomeAmt
CY Investment Income$36,450,684CYInvestmentIncomeAmt
PY Other Revenue$274,699PYOtherRevenueAmt
CY Other Revenue$1,422,191CYOtherRevenueAmt
PY Total Revenue$653,047,178PYTotalRevenueAmt
CY Total Revenue$616,594,821CYTotalRevenueAmt
PY Grants And Similar Paid$229,703,901PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$235,972,109CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$220,199,088PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$195,793,399CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$62,072PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$42,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,863,527CYTotalFundraisingExpenseAmt
PY Other Expenses$169,377,461PYOtherExpensesAmt
CY Other Expenses$130,842,390CYOtherExpensesAmt
PY Total Expenses$619,342,522PYTotalExpensesAmt
CY Total Expenses$562,649,898CYTotalExpensesAmt
PY Revenues Less Expenses$33,704,656PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$53,944,923CYRevenuesLessExpensesAmt
Total Assets BOY$1,598,843,813TotalAssetsBOYAmt
Total Assets EOY$1,913,143,793TotalAssetsEOYAmt
Total Liabilities BOY$1,076,958,576TotalLiabilitiesBOYAmt
Total Liabilities EOY$980,718,847TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$521,885,237NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$932,424,946NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionRensselaer educates the leaders of tomorrow for technologically based careers. We celebrate discovery and the responsible application of technology to create knowledge and global prosperity.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$185,129,274ExpenseAmt
Grant$30,734,056GrantAmt
Revenue$448,050,276RevenueAmt
DescINSTRUCTIONNumber of students enrolled: Undergraduate 6,265 Graduate 1,324Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$183,569,706ExpenseAmt
Grant$182,851,635GrantAmt
DescSCHOLARSHIP & FELLOWSHIPNumber of undergraduate students on scholarship: 4,775Number of graduate students on scholarships/fellowships: 1,276Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$95,996,765ExpenseAmt
Grant$22,382,344GrantAmt
Revenue$87,404,109RevenueAmt
DescRESEARCHNumber of active research projects: 646Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$32,774,139TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$4,074TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$7,281,929TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$497,469,884TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
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 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
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 MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
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 Document450IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4233EmployeeCnt
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 ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
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 BodyYes (true)Form990ProvidedToGvrnBodyInd
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
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRensselaer's Controller OfficePersonNm
Phone5182766426PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 Eighth StreetAddressLine1Txt
CityTroyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12180ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
SHIRLEY ANN JACKSON
President55.000.00Yes (X)$4,197,754$0$799,402
CURTIS N POWELL
Vice President50.000.00Yes (X)$1,130,016$0$240,182
PRABHAT HAJELA
Provost45.000.00Yes (X)$519,839$0$30,977
GRAIG EASTIN
Vice President45.000.00Yes (X)$473,393$0$41,146
JONATHAN DORDICK
Vice President45.000.00$447,500$0$31,765
JOHN E KOLB
Vice President40.000.00Yes (X)$444,465$0$31,756
BARBARA HOUGH
Vice President40.000.00Yes (X)$452,908$0$16,850
CRAIG COOK
Secretary40.000.00Yes (X)$416,387$0$32,037
JONATHAN WEXLER
Vice President40.000.00Yes (X)$402,801$0$25,002
BILL FRANCIS
Professor40.000.00$383,635$0$37,147
SHEKAR GARDE
Dean, School of Engineering40.000.00$373,734$0$38,709
ROBERT LINHARDT
Professor40.000.00$373,978$0$33,214
NALIN CHANAKA EDIRISINGHE
ACTING DEAN40.000.00$367,116$0$28,628
CLAUDE ROUNDS
Vice President40.000.00Yes (X)$363,010$0$30,711
BOLESLAW SZYMANSKI
Professor40.000.00$358,303$0$32,364
GAETANO MONTELIONE
Professor40.000.00$354,317$0$25,632
RICHIE HUNTER
Vice President45.000.00Yes (X)$338,906$0$37,870
PETER KONWERSKI
Vice President45.000.00Yes (X)$301,263$0$33,037
GEORGE CAMPBELL JR
Trustee2.000.00$0$0$0Yes (X)
LINDA PITZI JOJO
Trustee2.000.00$0$0$0Yes (X)
WANDA DENSON-LOW
Trustee2.000.00$0$0$0Yes (X)
KATHRYIN I MURTAGH
Trustee2.000.00$0$0$0Yes (X)
DANIEL T PICKETT III
Trustee2.000.00$0$0$0Yes (X)
NANCY S MUELLER
Trustee2.000.00$0$0$0Yes (X)
JOHN D BENNETT
Trustee2.000.00$0$0$0Yes (X)
GARY T DICAMILLO
Trustee2.000.00$0$0$0Yes (X)
ARTHUR F GOLDEN
Trustee2.000.00$0$0$0Yes (X)
CURTIS R PRIEM
Trustee2.000.00$0$0$0Yes (X)
TJ WOJNAR JR
Trustee2.000.00$0$0$0Yes (X)
ROY N DAVIS
Trustee2.000.00$0$0$0Yes (X)
DAVID M HIRSCH
Trustee2.000.00$0$0$0Yes (X)
JOHN E KELLY III
Trustee2.000.00$0$0$0Yes (X)
JEFFREY L KODOSKY
Trustee2.000.00$0$0$0Yes (X)
MARK M LITTLE
Trustee2.000.00$0$0$0Yes (X)
JANET C RUTLEDGE
Trustee2.000.00$0$0$0Yes (X)
PAUL J SEVERINO
Trustee2.000.00$0$0$0Yes (X)
PAULA LORING SIMON
Trustee2.000.00$0$0$0Yes (X)
JACKSON P TAI
Trustee2.000.00$0$0$0Yes (X)
SIVA SIVARAM
Trustee2.000.00$0$0$0Yes (X)
EDWARD J ZANDER
Trustee2.000.00$0$0$0Yes (X)
DAVID HO
Trustee2.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$11,699,325TotalReportableCompFromOrgAmt
Total Other Compensation$1,546,429TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K391IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
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
RC Housing 1 LLC
18 AikenHudsonNY12534Rent$1,443,000
Murth Cullina LLP
PO Box 150435HartfordCT06115Legal$1,291,006
HV Housing LLC
300 Jordan RdTroyNY12180Rent$1,259,882
Mt Ida Apartments LLC
PO Box 12753AlbanyNY12212Rent$1,022,143
Pattison Sampson Ginsberg & Griffin
22 First StreetTroyNY12180Legal$767,676
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K29CntrctRcvdGreaterThan100KCnt
All Other Contributions$35,985,632AllOtherContributionsAmt
Noncash Contributions$5,371,794NoncashContributionsAmt
Total Contributions$35,985,632TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Auxiliaries611710$3,984,217$3,984,217
Other revenue900099$3,297,712$3,297,712
Research contracts900099$87,404,109$87,404,109
Tuition & fees, housing &611600$448,050,276$448,050,276
FieldValueIRS element (for citing)
Total Program Service Revenue$542,736,314TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,644,512TotalRevenueColumnAmt
Related Or Exempt Func Income$2,681,662RelatedOrExemptFuncIncomeAmt
Exclusion$12,962,850ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$915,332TotalRevenueColumnAmt
Exclusion$915,332ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,833,262RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$3,385,258RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$448,004RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$448,004TotalRevenueColumnAmt
Unrelated Business Revenue$448,004UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$228,462,761SecuritiesAmt
Other$8,038OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$207,297,226SecuritiesAmt
Other$367,401OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$21,165,535SecuritiesAmt
Other-$359,363OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,806,172TotalRevenueColumnAmt
Related Or Exempt Func Income-$359,364RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$22,450UnrelatedBusinessRevenueAmt
Exclusion$21,187,986ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$2,241,227GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,182,372CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,855TotalRevenueColumnAmt
Related Or Exempt Func Income$58,855RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$616,594,821TotalRevenueColumnAmt
Related Or Exempt Func Income$545,117,467RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$425,554UnrelatedBusinessRevenueAmt
Exclusion$35,066,168ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,888,448TotalAmt
Program Services$8,888,448ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$226,776,349TotalAmt
Program Services$226,776,349ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$307,312TotalAmt
Program Services$307,312ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$11,699,326TotalAmt
Program Services$4,473,915ProgramServicesAmt
Management And General$6,710,872ManagementAndGeneralAmt
Fundraising$514,539FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$147,313,914TotalAmt
Program Services$130,885,121ProgramServicesAmt
Management And General$14,329,548ManagementAndGeneralAmt
Fundraising$2,099,245FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,878,055TotalAmt
Program Services$5,839,683ProgramServicesAmt
Management And General$4,038,372ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$17,518,137TotalAmt
Program Services$14,852,911ProgramServicesAmt
Management And General$1,888,431ManagementAndGeneralAmt
Fundraising$776,795FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,383,967TotalAmt
Program Services$7,628,543ProgramServicesAmt
Management And General$1,755,424ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,224,645TotalAmt
Management And General$3,224,645ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$256,284TotalAmt
Management And General$256,284ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$42,000TotalAmt
Fundraising$42,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,277,998TotalAmt
Management And General$1,277,998ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$21,409,220TotalAmt
Program Services$16,746,749ProgramServicesAmt
Management And General$4,546,073ManagementAndGeneralAmt
Fundraising$116,398FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$123,735TotalAmt
Program Services$60,232ProgramServicesAmt
Management And General$63,356ManagementAndGeneralAmt
Fundraising$147FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,310,603TotalAmt
Program Services$6,201,996ProgramServicesAmt
Management And General$3,108,607ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,093,089TotalAmt
Program Services$2,928,845ProgramServicesAmt
Management And General$1,038,742ManagementAndGeneralAmt
Fundraising$125,502FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$22,548,648TotalAmt
Program Services$16,627,475ProgramServicesAmt
Management And General$5,865,635ManagementAndGeneralAmt
Fundraising$55,538FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$188,472TotalAmt
Program Services$103,211ProgramServicesAmt
Management And General$13,004ManagementAndGeneralAmt
Fundraising$72,257FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$181,166TotalAmt
Program Services$168,147ProgramServicesAmt
Management And General$11,476ManagementAndGeneralAmt
Fundraising$1,543FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$25,588,258TotalAmt
Program Services$22,069,500ProgramServicesAmt
Management And General$3,518,758ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$30,182,469TotalAmt
Program Services$24,822,150ProgramServicesAmt
Management And General$5,360,319ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,978,640TotalAmt
Program Services$3,084,281ProgramServicesAmt
Management And General$2,894,321ManagementAndGeneralAmt
Fundraising$38FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
All other expenses$3,233,560$2,161,719$1,017,015$54,826
Printing and Publications$3,112,191$2,843,297$264,195$4,699
Bad debt expense$133,412$133,412

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$562,649,898TotalAmt
Program Services$497,469,884ProgramServicesAmt
Management And General$61,316,487ManagementAndGeneralAmt
Fundraising$3,863,527FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$23,760,030BOYAmt
EOY$50,939,284EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$71,507,659BOYAmt
EOY$53,027,436EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,130,375BOYAmt
EOY$10,183,622EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$690,076BOYAmt
EOY$672,250EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,873,255BOYAmt
EOY$3,898,484EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,216,441,184LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$560,697,657LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$683,010,514BOYAmt
EOY$655,743,527EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$415,064,257BOYAmt
EOY$565,395,088EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$325,991,928BOYAmt
EOY$515,478,131EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$18,538,342BOYAmt
EOY$13,006,594EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$45,277,377BOYAmt
EOY$44,799,377EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,598,843,813BOYAmt
EOY$1,913,143,793EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$167,462,562BOYAmt
EOY$108,369,926EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$56,853,385BOYAmt
EOY$52,570,224EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$418,022,318BOYAmt
EOY$400,413,534EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$17,307,784BOYAmt
EOY$16,671,739EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$322,875,470BOYAmt
EOY$308,692,250EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$94,437,057BOYAmt
EOY$94,001,174EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,076,958,576BOYAmt
EOY$980,718,847EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$134,977,774BOYAmt
EOY$60,070,152EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$656,863,011BOYAmt
EOY$872,354,794EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$521,885,237BOYAmt
EOY$932,424,946EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,598,843,813BOYAmt
EOY$1,913,143,793EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$53,944,923ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$286,625,777NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$69,969,009OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,469,007CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,488,905CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,962,238CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,104,177CurrentTaxYearMinus1YearAmt
Current Tax Year$35,985,632CurrentTaxYearAmt
Total$198,009,959TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,469,007CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,488,905CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,962,238CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,104,177CurrentTaxYearMinus1YearAmt
Current Tax Year$35,985,632CurrentTaxYearAmt
Total$198,009,959TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$77,734,108SubstantialContributorsTotAmt
Public Support Total170$120,275,851PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,697,009CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,721,255CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,942,657CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,565,250CurrentTaxYearMinus1YearAmt
Current Tax Year$20,393,106CurrentTaxYearAmt
Total$90,319,277TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,852,438CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,722,762CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,758,634CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,795,791CurrentTaxYearMinus1YearAmt
Current Tax Year$2,241,227CurrentTaxYearAmt
Total$9,370,852TotalAmt
FieldValueIRS element (for citing)
Total Support$297,700,088TotalSupportAmt
Gross Receipts Rltd Activities-$1,569,177,171GrossReceiptsRltdActivitiesAmt
Public Support CY1700.40400PublicSupportCY170Pct
Public Support PY1700.47090PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed Section4955 TaxfalseForm4720FiledSection4955TaxInd
Correction MadefalseCorrectionMadeInd

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$10,318FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$10,318FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$562,639,580FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$562,649,898FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Form4720 FiledfalseForm4720FiledInd

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$144,564CurrentYearMinus3Amt
Current Year Minus2$16,627CurrentYearMinus2Amt
Current Year Minus1$33,695CurrentYearMinus1Amt
Current Year$10,318CurrentYearAmt
Total$205,204TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$744,843,053BeginningYearBalanceAmt
Contributions$18,891,992ContributionsAmt
Investment Earnings Or Losses$337,450,522InvestmentEarningsOrLossesAmt
Grants Or Scholarships$19,448,640GrantsOrScholarshipsAmt
Other Expenditures$12,867,360OtherExpendituresAmt
Administrative Expenses$1,278,000AdministrativeExpensesAmt
End Year Balance$1,067,591,567EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$746,817,524BeginningYearBalanceAmt
Contributions$12,432,992ContributionsAmt
Investment Earnings Or Losses$17,889,537InvestmentEarningsOrLossesAmt
Grants Or Scholarships$27,927,250GrantsOrScholarshipsAmt
Other Expenditures$2,909,750OtherExpendituresAmt
Administrative Expenses$1,460,000AdministrativeExpensesAmt
End Year Balance$744,843,053EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$727,004,726BeginningYearBalanceAmt
Contributions$27,154,000ContributionsAmt
Investment Earnings Or Losses$24,569,803InvestmentEarningsOrLossesAmt
Grants Or Scholarships$27,330,978GrantsOrScholarshipsAmt
Other Expenditures$3,529,022OtherExpendituresAmt
Administrative Expenses$1,051,005AdministrativeExpensesAmt
End Year Balance$746,817,524EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$693,597,712BeginningYearBalanceAmt
Contributions$13,830,000ContributionsAmt
Investment Earnings Or Losses$59,737,014InvestmentEarningsOrLossesAmt
Grants Or Scholarships$27,340,363GrantsOrScholarshipsAmt
Other Expenditures$11,182,637OtherExpendituresAmt
Administrative Expenses$1,637,000AdministrativeExpensesAmt
End Year Balance$727,004,726EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$654,925,582BeginningYearBalanceAmt
Contributions$9,924,000ContributionsAmt
Investment Earnings Or Losses$69,022,130InvestmentEarningsOrLossesAmt
Grants Or Scholarships$27,026,133GrantsOrScholarshipsAmt
Other Expenditures$11,078,867OtherExpendituresAmt
Administrative Expenses$2,169,000AdministrativeExpensesAmt
End Year Balance$693,597,712EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.15000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.58000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.27000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,066,330InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$3,753,176OtherCostOrOtherBasisAmt
Book Value$4,819,506BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$21,095,403InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$908,579,477OtherCostOrOtherBasisAmt
Depreciation$363,450,910DepreciationAmt
Book Value$566,223,970BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,419,679InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$23,749,870OtherCostOrOtherBasisAmt
Depreciation$8,363,679DepreciationAmt
Book Value$17,805,870BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$206,972,633OtherCostOrOtherBasisAmt
Depreciation$165,095,901DepreciationAmt
Book Value$41,876,732BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$9,895,316InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$38,909,300OtherCostOrOtherBasisAmt
Depreciation$23,787,167DepreciationAmt
Book Value$25,017,449BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$655,743,527TotalBookValueLandBuildingsAmt
Total Book Value Securities$515,478,131TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
Accrued Post Retirement$20,016,120
Asset Retirement Liability$10,749,175
Deposits$33,875,081
Right to Use Liability$22,315,316
Split Interest Obligations$7,045,482
FieldValueIRS element (for citing)
Total Liability$94,001,174TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4: Intended uses of the endowment fund.Income earned on Rensselaer's endowment provides support to students through scholarships, fellowships and prizes. In addition, income is used to provide support to the Institute in the form of professorships, lectures, departmental programs and institutional initiatives.
Part X : FIN48 FootnoteEffective July 1,2008, Rensselaer adopted ASU 2009-06, Accounting for Uncertainty in Income Taxes. The adoption did not have a material effect on the financial statements.

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 (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Line 3 - Racially Nondiscriminatory Policy PublicizedThe Institute shall be open to all students who are qualified according to its admission standards, barring no one on the basis of race, color, creed, national origin, age, religion, marital status, veteran status, disability, sex, or sexual orientation. Efforts shall be made to seek out and admit students of diverse socioeconomic backgrounds whose potential could be reached through a Rensselaer education.
Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
Schedule E, Line 5 - Explanation of Organization Discrimination by Race

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and Carribean00Investments$91,073,835
Europe (Including Iceland)00Investments$7,725,300
Sub-Saharan Africa00Investments$23,125,827
East Asia & Pacific00Program Service$151,225Subcontract
Europe00Program Service$112,407Subcontract
FieldValueIRS element (for citing)
Subtotal Spent$122,188,594SubtotalSpentAmt
Total Spent$122,188,594TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmt
East Asia & PacResearch Subcontrac$140,700
East Asia & PacResearch Subcontrac$9,563
East Asia & PacResearch Subcontrac$961
EuropeReearch Subcontrac$43,680
EuropeResearch Subcontrac$19,743
EuropeResearch Subcontrac$92,664
FieldValueIRS element (for citing)
Total Other Org6TotalOtherOrgCnt
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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside USFormAndLineReferenceDesc
ExplanationResearch subcontracts to foreign entities are entered into through a formal subcontract agreement. The agreements contain contractual provisions including compliance to the prime agreement with external sponsor. All sub-recipients are subject to sub-recipient monitoring process and compliance review, which assesses risk of engagement. Additionally, all agreements with foreign entities are reviewed for export control compliance.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmt
MarketSmart LLC
6404 Ivy Lane Suite 110GreenbeltMD20770Mailingfalse$42,000
(no name)
false
FieldValueIRS element (for citing)
Total Retained By Contractors$42,000TotalRetainedByContractorsAmt
Licensed StatesCTLicensedStatesCd
Licensed StatesNYLicensedStatesCd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (72 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDesc
ABB Inc
940 Main Campus DriveRaleighNC27606363100018$51,619$0Research Subcontract
Albany Medical College
43 New Scotland AvenueAlbanyNY12208141338310$315,458$0Research Subcontract501(c)(3)
AWS Truepower LLC
463 New Karner RdAlbanyNY12205141813081$12,395$0
Baylor Research Institute
3310 Live Oak StreetDallasTX75204751921898$60,652$0Research Subcontract501(c)(3)
Beth Israel Deaconess Medical
330 Brookline AvenueBostonMA02115042103547$184,138$0Research Subcontract501(c)(3)
Carnegie Institution of Washi
1530 P St NWWashingtonDC20005530196523$68,404$0Research Subcontract501(c)(3)
Chalearn
955 Creston RoadBerkeleyCA94708453085009$18,994$0Research Subcontract501(c)(3)
Columbia University
615 W 131st St MC 8725New YorkNY10027135598093$599,786$0Research Subcontract501(c)(3)
Cornell University
373 Pine Tree RdIthacaNY14850150532082$58,535$0Research Subcontract501(c)(3)
CSU Fullerton Auxiliary Servi
1121 N State College BlvdFullertonCA92831952081258$9,937$0
Electrochemical Energy Scienc
14 Meredith LaneNew MilfordCT06776820725093$19,005$0
General Electric Company
PO Box 643449PittsburghPA15264140689340$15,962$0
George Mason University
4400 University DriveFairfaxVA22030540836354$65,024$0Research Subcontract501(c)(3)
Georgia Tech Research Corpora
926 Dalney Street NWAtlantaGA30332580603146$49,999$0Research Subcontract501(c)(3)
Harvard University
25 Shattuck StreetBostonMA02115042103580$11,189$0Research Subcontract501(c)(3)
Hickey Freeman Co Inc
1155 North Clinton AveRochesterNY14621463621423$16,598$0
HKS Inc
350 N St Paul St Suite 100DallasTX75201751082838$164,392$0
Icahn School of Medicine at M
1 Gustave L Levy PlNew YorkNY10029136171197$538,097$0Research Subcontract501(c)(3)
Indiana University
107 S Indiana AvenueBloomingtonIN47405356001673$151,008$0Research Subcontract501(c)(3)
Institute of Gas Technology
1700 S Mount Prospect RdDes PlainesIL60018362170137$37,990$0Research Subcontract501(c)(3)
Interface Technologies
16 Mall WaySimsburyCT06070562389829$95,349$0Research Subcontract
Jackson State University
1400 JR Lynch St Box 17057JacksonMS39217646000507$5,593$0501(c)(3)
Lumileds LLC
370 W Trimble RdSan JoseCA95131330876012$287,829$0
Mayo Clinic
200 First Street SWRochesterMN55905416011702$37,172$0Research Subcontract501(c)(3)
Medical University of South C
1 South Park Circle Bldg 1CharlestonSC29407576000722$14,222$0501(c)(3)
New York University
PO Box 5166New YorkNY10087135562308$5,942$0501(c)(3)
North Carolina State Universi
Box 7214RaleighNC27695566000756$53,415$0501(c)(3)
Northewestern University
633 Clark StreetEvanstonIL60208362167817$58,740$0Research Subcontract501(c)(3)
Ohio State University
208 Bricker HallColumbusOH43210311145986$121,705$0Research Subcontract501(c)(3)
Proton Energy Systems
10 Technology DriveWallingfordCT06492061461988$42,867$0Research Subcontract
Purdue University
701 West Stadium AveWest LafayetteIN47907356002041$49,534$0501(c)(3)
Pvilion Technologies LLC
640 John StreetBrooklynNY11201813306804$27,900$0Research Subcontract
Questar III Education Foundat
1021 Watervliet Shaker RdAlbanyNY12205161597148$30,000$0Research Subcontract501(c)(3)
Regents of University of CA
10889 Wilshire BlvdLos AngelesCA90095956006143$226,690$0Research Subcontract501(c)(3)
Regents of University of CO
PO Box 90220DenverCO80291846000555$258,828$0501(c)(3)
Regents of University of NM
1313 Goddard SEAlbuquerqueNM87106856000642$208,407$0501(c)(3)
Rensselaer Newman Foundation
110 Eighth StreetTroyNY12180141470137$34,000$0501(c)(3)
Research Foundation of SUNY
1400 Washington AvenueAlbanyNY12201141368361$714,897$0Research Subcontract501(c)(3)
Rutgers University
67 Hoes Lane WestPiscatawayNJ08854462354111$25,091$0Research Subcontract501(c)(3)
Sandia National Laboratories
PO Box 5130AlbuquerqueNM87185850097943$30,000$0
Southern Methodist University
PO Box 750100DallasTX75275750800689$8,442$0Research Subcontract501(c)(3)
Southwest Research Institute
8 College RoadDurhamNH03824741070544$17,296$0Research Subcontract501(c)(3)
Texas A&M Health Science Cent
400 Harvey Mitchell Pkwy SoutCollege StationTX77843742907553$89,120$0Research Subcontract501(c)(3)
The Board of Trustees Univ IL
28392 Network PlaceChicagoIL60673376000511$459,584$0501(c)(3)
The Brigham & Womens Hospita
75 Francis StreetBostonMA02115042312909$145,503$0Research Subcontract501(c)(3)
The General Hospital Corporat
PO Box 41476BostonMA02241042697983$84,783$0
Thomas Jefferson University
901 Walnut StreetPhiladelphiaPA19107231352651$10,825$0Research Subcontract501(c)(3)
Trustees of Univ of PA
PO Box 785541PhiladelphiaPA19178231352685$778,294$0501(c)(3)
Tufts University
419 Boston AvenueMedfordMA02155042103634$226,499$0Research Subcontract501(c)(3)
United Technologies Corp
PO Box 416678BostonMA02241060570975$47,991$0
Univ of GA Research Foundatio
PO Box 3999AtlantaGA30302586033837$15,988$0501(c)(3)
University of Arizona
PO Box 3520TucsonAZ85722742652689$5,409$0501(c)(3)
University of California
2546 Social Behavioral ScieIrvineCA92697952226406$33,913$0Research Subcontract501(c)(3)
University of Central Arkansa
201 Donaghey AveConwayAK72035716001828$134,334$0501(c)(3)
University of Florida
PO Box 113001GainesvilleFL32611596002052$25,275$0Research Subcontract501(c)(3)
University of Hawaii
2840 Kolowalu StreetHonoluluHI96822996000354$53,557$0501(c)(3)
University of Illinois
28392 Network PlaceChicagoIL60673376000511$189,215$0Research Subcontract501(c)(3)
University of Iowa
210 E Iowa StIowa CityIA52242426004813$11,401$0501(c)(3)
University of North Carolina
312 South BuildingChapel HillNC27599566001393$302,625$0Research Subcontract501(c)(3)
University of Pittsburgh
123 University PlacePittsburghPA15213250965591$23,043$0Research Subcontract501(c)(3)
University of Rochester
601 Elmwood AveRochesterPA14626160743209$56,942$0Research Subcontract501(c)(3)
University of South Carolina
1600 Hampton StreetColumbiaSC29208576001153$230,549$0Research Subcontract501(c)(3)
University of South Florida
4202 E Fowler AvenueTampaFL33620593102112$45,258$0Research Subcontract501(c)(3)
University of Southern Califo
300 Doheny Memorial LibraryLos AngelesCA90089951642394$34,507$0Research Subcontract501(c)(3)
University of Texas at Austin
110 Inner Campus DrAustinTX78712746000203$98,473$0Research Subcontract501(c)(3)
University of Vermont
85 S Prospect StreetBurlingtonVT05405030179440$102,849$0Research Subcontract501(c)(3)
University of Wisconsin
333 Bascom HallMadisonWI53706396006492$116,615$0Research Subcontract501(c)(3)
Virginia Polytechnic Institut
300 Turner StreetBlackburgVA24061546001805$104,350$0Research Subcontract501(c)(3)
Washington University
1 Brookings DriveSt LouisMO63130430653611$6,881$0Resaerch Subcontract501(c)(3)
Wason Technology LLC
PO Box 669TuxedoNY10987453023083$180,950$0Research Subconract
Woods Hole Oceanographic Inst
86 Water StreetWoods HoleMA02543042105850$22,605$0Research Subcontract501(c)(3)
Yale University
PO Box 1873New HavenCT06508060646973$427,742$0Research Subcontract501(c)(3)
FieldValueIRS element (for citing)
Total501c3 Org43Total501c3OrgCnt
Total Other Org29TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtNon Cash AssistanceNonCashAssistanceDesc
Scholarships - Undergraduate4775$41,667$173,176,449Tuition Discount
Pell Awards Undergraduate1188$5,638,690Pass-through
Housing/Laptop Grants - Undergrad1605$523,430Discounts
Scholarship - Graduate319$7,957,822Tuition Discount
Fellowship - Graduate142$1,661,297$3,103,331Tuition Assistance
Teaching & Research Asst - Graduate914$39,773,324Tuition Assistance
Awards and Prizes$283,077
Research Grants$191,891

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationAdministration, monitoring and oversight of grants is conducted to oversee the progress and completion of the grants, ensuring compliance with all relevant terms and conditions.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssfalseWrittenPolicyRefTAndEExpnssInd
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 PlanYes (true)SupplementalNonqualRtrPlanInd
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 PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmount
BARBARA HOUGH
Vice President$451,250$1,658$16,850$469,758
BILL FRANCIS
Professor$376,308$7,327$17,054$420,782$20,093
BOLESLAW SZYMANSKI
Professor$350,510$7,793$18,427$390,667$13,937
CLAUDE ROUNDS
Vice President$344,468$18,542$16,774$393,721$13,937
CRAIG COOK
Secretary$408,509$7,878$18,100$448,424$13,937
CURTIS N POWELL
Vice President$494,910$635,106$226,245$1,370,198$13,937$620,946
GAETANO MONTELIONE
Professor$350,330$3,987$25,033$379,949$599
GRAIG EASTIN
Vice President$461,796$11,597$17,053$514,539$24,093
JOHN E KOLB
Vice President$435,163$9,302$17,819$476,221$13,937
JONATHAN DORDICK
Vice President$443,144$4,356$16,802$479,265$14,963
JONATHAN WEXLER
Vice President$331,047$71,754$17,767$427,803$7,235
NALIN CHANAKA EDIRISINGHE
ACTING DEAN$362,760$4,356$17,744$395,744$10,884
PETER KONWERSKI
Vice President$285,000$16,263$19,100$334,300$13,937
PRABHAT HAJELA
Provost$509,200$10,639$17,040$550,816$13,937
RICHIE HUNTER
Vice President$330,197$8,709$17,777$376,776$20,093
ROBERT LINHARDT
Professor$368,042$5,936$19,277$407,192$13,937
SHEKAR GARDE
Dean, School of Engineering$360,007$13,727$18,616$412,443$20,093
SHIRLEY ANN JACKSON
President$1,627,090$2,320,664$763,865$4,997,156$35,537$2,266,813$250,000

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1a: Relevant information in regards to selections on 1a.
Part I, Line 1b: Reason for not following policy regarding payment provisions for expensesThe President is the only employee eligible for first class and spousal/companion travel. Other executives may be approved based on demonstrated medical need only. Rensselaer's President is allowed to use first class travel on Rensselaer business in accordance with the terms of her employment agreement, which was approved by independent members of the Compensation and Personnel Development Committee. The President's expenses are subject to review by the Board of Trustees, including any amounts for spousal or companion travel. The Board has oversight of strategic issues for facilities management, which include but are not limited to capital improvements and other costs for Rensselaer's president's residence. The Board of Rensselaer also oversees the review and audit of expenses of the President relating to the presidential residence and personal services associated with the upkeep of the residence. Such review occurs under the Board's oversight on an at least annual basis.
Part I, Line 7: Non-Fixed payments not listed aboveRensselaer maintains a performance incentive program in connection with the annual evaluation process for its President and Executive Officers. Eligibility for receipt of such incentive payments is limited to certain Executive Officers and held within the scope of reasonable compensation for like positions at peer institutions. Performance Awards are made following the evaluation process and subject to review by the Compensation and Personnel Development Committee of the Board based upon annual evaluations, with the amount of such awards, if any, at its discretion subject to applicable maximum limits by employment contract.
Part III, Additional InformationPart II - As noted in Column B(iii) and consistent with applicable federal guidance, executive positions with primary responsibility for endowment management and enrollment are not eligible for incentive compensation.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
City of Troy Capital Reso
A272027427897579BF42010-06-04$261,165,000REFI SERIES 2002 B, C & Dfalsefalsefalse
City of Troy Capital Resource Corporation
B272027427897579ANB2015-12-02$74,045,000REFI SERIES 1999 & 2006falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$36,570,000$357,084,114$2,642,271$354,441,8432010Yes (true)falseYes (true)Yes (true)
B$7,220,000$81,447,156$989,100$80,458,0562015Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.008000.00800falsefalseYes (true)
BfalsefalseYes (true)Yes (true)false0.015000.01500falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
NA
AfalseYes (true)falsefalseNAfalseYes (true)
NA
BfalseYes (true)falsefalseNAfalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart VIFormAndLineReferenceDesc
ExplanationRensselaer Polytechnic Institute has elected to use the calendar year of January 1,2020 through December 31, 2020 for reporting tax-exempExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Morris Washington
Spouse of Presid$202,816Employee Compensationfalse
Bruce Hunter
Spouse of VP$171,598Employee Compensationfalse

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution122ContributionCnt
Noncash Contributions Rpt F990$5,118,955NoncashContributionsRptF990Amt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescEquipmentDesc
Contribution5ContributionCnt
Noncash Contributions Rpt F990$252,839NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d: Other Program Services DescriptionOTHER PROGRAM SERVICES 4: AUXILIARYNumber of housing units available: Dorm rooms 2,919 Single apts 1,095 Number of students on meal plans: 1,512 OTHER PROGRAM SERVICES 5: Other Program Services include activities that further Rensselaer's exempt purpose.
Form 990, Part VI, Line 11b: Form 990 Review ProcessForm 990 is provided to the Board of Trustees prior to filing via a secure website.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsRensselaer's Trustees, Institute leaders, faculty, and selected staff involved in purchasing, finance and budgeting functions are required annually to review Rensselaer's Conflict of Interest and Commitment Policy and affirmatively verify they are free of any conflict of interest or commitment which would interfere with the ability to perform their duties. Potential conflicts of interest and/or commitments are reviewed by an Institute-wide committee. Also, a report is made to the Board of Trustees Audit Committee annually.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesConsistent with Rensselaer's bylaws, the Rensselaer Board of Trustees has delegated the compensation of the President and other officers to the Compensation and Personnel Development Committee of the Board. The Compensation Committee retains separate independent compensation consultants to provide a Compensation and Benefits report to determine the compensation of the President of Rensselaer and its officers. The President of Rensselaer holds a non-voting seat on the Board of Trustees and does not participate or attend any discussions and is not a party to any communications of the Board or its designated committee which are held in consideration of her compensation, employment terms or performance evaluation.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableThe Conflict of Interest policy is available via Rensselaer's website. The disclosure of governing documents and financial statements are made available to the public upon request.
Other Changes In Net Assets Or Fund Balances - Other IncreasesChange in value of life income contracts = $23827432
Other Changes In Net Assets Or Fund Balances - Other DecreasesLoss on extinguishment of debt = -$802515
Other Changes In Net Assets Or Fund Balances - Other IncreasesMinimum Pension Liability = $55793263
Other Changes In Net Assets Or Fund Balances - Other DecreasesOther components of net periodic benefit costs = -$8663131
Other Changes In Net Assets Or Fund Balances - Other DecreasesOther Misc Adjustment = -$5509
Other Changes In Net Assets Or Fund Balances - Other DecreasesTransfers - Hartford Graduate Center = -$180531

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1RENSSELAER HARTFORD GRADUATE CENTER INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 WINDSOR STREETAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06120ZIPCd
FieldValueIRS element (for citing)
EIN060766747EIN
Primary ActivitiesGRADUATE INSTRUCTIONPrimaryActivitiesTxt
Legal Domicile StateCTLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status170-b(1)(A)iiPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CRAT 3
203 Redwood Shores ParkwayRedwood ShoresCA94065TrustNYN/ATrustfalse
CRUT 8
203 Redwood Shores ParkwayRedwood ShoresCA94065TrustNYN/ATrustfalse
Pooled Income Fund 2
203 Redwood Shores ParkwayRedwood ShoresCA94065TrustNYN/ATrustfalse
External Trusts 11
110 Eight StreetTroyNY12180TrustNYN/ATrustfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
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 OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
RENSSELAER HARTFORD GRADUATE CENTER INC
d$450,103Cash
Pooled Income Fund 2
s$1,011,934Cash