ROSE-HULMAN INSTITUTE OF TECHNOLOGY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROSE-HULMAN INSTITUTE OF TECHNOLOGY (EIN 35-0868149)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-14
- IRS object ID
- 202231349349301818
- Schema version
- 2020v4.1
- 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 | 2022-05-14T10:15:55-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | 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) |
|---|---|---|
| In Care Of | % MATTHEW D DAVIS | InCareOfNm |
| 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 | MATTHEW D DAVIS | PersonNm |
| Person Title | VP FOR FINANCE | PersonTitleTxt |
| Phone | 8128771511 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATTHEW D | PersonFirstNm |
| Person Last | DAVIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B FISHBACK | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2022-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MATTHEW D DAVIS | PrincipalOfficerNm |
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 | $255,351,445 | 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 | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 1789 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $111,061 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $26,438 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,320,409 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,468,859 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $113,328,421 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $115,604,760 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,248,904 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,292,787 | CYInvestmentIncomeAmt |
| PY Other Revenue | $572,749 | PYOtherRevenueAmt |
| CY Other Revenue | $475,760 | CYOtherRevenueAmt |
| PY Total Revenue | $143,470,483 | PYTotalRevenueAmt |
| CY Total Revenue | $151,842,166 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $40,398,683 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $45,868,532 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $60,121,054 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $56,433,866 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,694,257 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,075,217 | PYOtherExpensesAmt |
| CY Other Expenses | $36,289,516 | CYOtherExpensesAmt |
| PY Total Expenses | $134,594,954 | PYTotalExpensesAmt |
| CY Total Expenses | $138,591,914 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,875,529 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,250,252 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $458,661,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $504,004,855 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $125,902,512 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $117,641,232 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $332,759,405 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $386,363,623 | 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 | $121,345,072 | ExpenseAmt |
| Grant | $45,868,532 | GrantAmt |
| Revenue | $115,907,979 | RevenueAmt |
| Desc | STUDENT INSTRUCTION - TEACHING FACULTY/RELATED ADMINISTRATION SALARIES: COSTS ASSOCIATED THEREWITH (I.E. LIBRARY, COMPUTER SERVICE, STUDENT AID), FALL 2020 ENROLLMENT 1990. STUDENT SERVICES - ADMISSIONS, PLACEMENT, STUDENT COUNSELING SERVICES, HEALTH SERVICES, AND ATHLETIC PROGRAMS. AUXILLARY ENTERPRISES - STUDENT RESIDENCE HALLS, FOOD SERVICES, STUDENT UNION BUILDING AND BOOKSTORE AND OPERATION MAINTENANCE OF PLANT. | Desc |
| Total Program Service Expenses | $121,345,072 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| 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 | false | 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 | 99 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1789 | 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW D DAVIS | PersonNm |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 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 |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT COONS | |||||||||
| PRESIDENT | 40.0 | 0.0 | Yes (X) | Yes (X) | $623,032 | $0 | $60,157 | ||
| TOM BEAR | |||||||||
| VP OF ENROLLMENT MANAGEMENT | 40.0 | 0.0 | $343,754 | $0 | $35,510 | Yes (X) | |||
| STEVEN BRADY | |||||||||
| VP, INSTITUTIONAL ADVANCEMENT | 40.0 | 0.0 | $269,603 | $0 | $50,534 | Yes (X) | |||
| MATTHEW DAVIS | |||||||||
| VP FOR FINANCE | 40.0 | 0.0 | $246,596 | $0 | $47,532 | Yes (X) | |||
| WAYNE DENNISON | |||||||||
| VP FOR INFORMATION TECHNOLOGY | 40.0 | 0.0 | $250,778 | $0 | $42,206 | Yes (X) | |||
| RICK STAMPER | |||||||||
| PROVOST & VP, ACADEMIC AFFAIRS | 40.0 | 0.0 | $241,774 | $0 | $46,262 | Yes (X) | |||
| RUSSELL WARLEY | |||||||||
| DEAN OF FACULTY & PROF OF CHEM | 40.0 | 0.0 | $204,053 | $0 | $39,132 | Yes (X) | |||
| MEGAN ELLIOTT | |||||||||
| VP, HUMAN & ENVIRONMENTAL SVCS | 40.0 | 0.0 | $211,383 | $0 | $31,551 | Yes (X) | |||
| CLAUDE ANDERSON | |||||||||
| PROF OF COMP SCI & SOFTW ENGI | 40.0 | 0.0 | $178,782 | $0 | $43,219 | Yes (X) | |||
| ERIK HAYES | |||||||||
| VP FOR STUDENT AFFAIRS & DEAN | 40.0 | 0.0 | $172,817 | $0 | $44,676 | Yes (X) | |||
| WILLIAM KLINE | |||||||||
| ASSOC DEAN, INNOVATION & PROF | 40.0 | 0.0 | $179,565 | $0 | $31,418 | Yes (X) | |||
| PATRICIA CARLSON | |||||||||
| PROF OF AMER LIT & DIR PRISM | 40.0 | 0.0 | $185,506 | $0 | $19,556 | Yes (X) | |||
| AZAD SIAHMAKOUN | |||||||||
| PROF OF PHYSICS & OPTICAL ENGI | 40.0 | 0.0 | $170,165 | $0 | $19,470 | Yes (X) | |||
| JAMEEL AHMED | |||||||||
| HEAD OF BIO & BIOMED ENG, PROF | 40.0 | 0.0 | $167,858 | $0 | $20,590 | Yes (X) | |||
| NILES NOBLITT | |||||||||
| TRUSTEE, CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CARL COOK | |||||||||
| TRUSTEE, VICE CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS DINKEL | |||||||||
| TRUSTEE, TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREG GIBSON | |||||||||
| TRUSTEE, TREASURER | 1.0 | 0.0 | Yes (X) | 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 | |||
| JANET COOPER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM FENOGLIO | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANTON HULMAN GEORGE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HANNUM | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFF HARRISON | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DON INGS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WARREN MICKENS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DARIN MOODY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MUSSALLEM | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAUL PALMER | |||||||||
| ALUMNI REPRESENTATIVE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFF PAPA | |||||||||
| ALUMNI REPRESENTATIVE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JACK RAGLE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES SIGMAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT STONE | |||||||||
| ALUMNI REPRESENTATIVE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES UMPLEBY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARIA VAZ | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LINDA WHITE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,445,666 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $531,813 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 109 | 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 |
|---|---|---|---|---|---|
| BON APPETIT | |||||
| 2400 YORKMONT ROAD | CHARLOTTE | NC | 28217 | FOOD SERVICE | $5,342,610 |
| AA HUBER SONS | |||||
| 500 N JACKSON STREET | GREENCASTLE | IN | 46135 | GENERAL CONTRACTOR | $3,736,531 |
| CH GARMONG SONS INC | |||||
| 3050 POPLAR STREET | TERRE HAUTE | IN | 47803 | GENERAL CONTRACTOR | $2,544,624 |
| SYCAMORE ENGINEERING | |||||
| 1010 CHESTNUT STREET | TERRE HAUTE | IN | 47807 | GENERAL CONTRACTOR | $1,643,853 |
| VERKLER INC | |||||
| 7240 GEORGETOWN RD | INDIANAPOLIS | IN | 76268 | GENERAL CONTRACTOR | $1,385,903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 53 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $42,860 | RelatedOrganizationsAmt |
| Government Grants | $2,251,386 | GovernmentGrantsAmt |
| All Other Contributions | $20,174,613 | AllOtherContributionsAmt |
| Noncash Contributions | $3,388,362 | NoncashContributionsAmt |
| Total Contributions | $22,468,859 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $96,335,809 | $96,335,809 |
| AUXILIARY ENTERPRISES | 611710 | $17,422,672 | $17,422,672 |
| OTHER SOURCES | 611710 | $1,846,279 | $1,846,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $115,604,760 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,196,265 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $56,080 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,140,185 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $163,763 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $163,763 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $163,763 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $46,203 | UnrelatedBusinessRevenueAmt |
| Exclusion | $117,560 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,882,347 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $101,785,825 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,096,522 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,096,522 | TotalRevenueColumnAmt |
| Exclusion | $8,096,522 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,026,673 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,723,454 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $303,219 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $303,219 | 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 | $778 | $778 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,778 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $151,842,166 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $115,907,979 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $111,061 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,354,267 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,250 | TotalAmt |
| Program Services | $6,250 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,862,282 | TotalAmt |
| Program Services | $45,862,282 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,212,605 | TotalAmt |
| Program Services | $740,466 | ProgramServicesAmt |
| Management And General | $1,810,406 | ManagementAndGeneralAmt |
| Fundraising | $661,733 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,369 | TotalAmt |
| Management And General | $40,369 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,632,050 | TotalAmt |
| Program Services | $34,267,344 | ProgramServicesAmt |
| Management And General | $4,762,452 | ManagementAndGeneralAmt |
| Fundraising | $1,602,254 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,979 | TotalAmt |
| Program Services | $4,596 | ProgramServicesAmt |
| Management And General | $1,190 | ManagementAndGeneralAmt |
| Fundraising | $193 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,518,554 | TotalAmt |
| Program Services | $7,465,575 | ProgramServicesAmt |
| Management And General | $1,534,556 | ManagementAndGeneralAmt |
| Fundraising | $518,423 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,024,309 | TotalAmt |
| Program Services | $2,447,606 | ProgramServicesAmt |
| Management And General | $432,046 | ManagementAndGeneralAmt |
| Fundraising | $144,657 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,695,940 | TotalAmt |
| Program Services | $2,861,305 | ProgramServicesAmt |
| Management And General | $725,074 | ManagementAndGeneralAmt |
| Fundraising | $109,561 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,629 | TotalAmt |
| Program Services | $3,190 | ProgramServicesAmt |
| Management And General | $251,527 | ManagementAndGeneralAmt |
| Fundraising | $3,912 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,900 | TotalAmt |
| Management And General | $119,900 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,057 | TotalAmt |
| Management And General | $744,057 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,366 | TotalAmt |
| Program Services | $404,798 | ProgramServicesAmt |
| Management And General | $121,444 | ManagementAndGeneralAmt |
| Fundraising | $162,124 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,235,752 | TotalAmt |
| Program Services | $4,003,588 | ProgramServicesAmt |
| Management And General | $1,077,991 | ManagementAndGeneralAmt |
| Fundraising | $154,173 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,952 | TotalAmt |
| Program Services | $120,391 | ProgramServicesAmt |
| Management And General | $96,022 | ManagementAndGeneralAmt |
| Fundraising | $539 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,913,719 | TotalAmt |
| Program Services | $2,676,468 | ProgramServicesAmt |
| Management And General | $183,006 | ManagementAndGeneralAmt |
| Fundraising | $54,245 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,575 | TotalAmt |
| Program Services | $387,434 | ProgramServicesAmt |
| Management And General | $71,462 | ManagementAndGeneralAmt |
| Fundraising | $30,679 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,977 | TotalAmt |
| Program Services | $23,006 | ProgramServicesAmt |
| Management And General | $27,322 | ManagementAndGeneralAmt |
| Fundraising | $1,649 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,884,633 | TotalAmt |
| Program Services | $1,838,720 | ProgramServicesAmt |
| Management And General | $45,913 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,021,007 | TotalAmt |
| Program Services | $10,589,724 | ProgramServicesAmt |
| Management And General | $431,283 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832,238 | TotalAmt |
| Program Services | $524,021 | ProgramServicesAmt |
| Management And General | $308,217 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE FEES | $4,666,022 | $4,661,627 | $4,353 | $42 |
| OTHER | $2,016,766 | $1,345,733 | $478,804 | $192,229 |
| NON-CAPITAL EQUIPMENT | $1,038,599 | $889,163 | $130,808 | $18,628 |
| MEMBERSHIP/PROFESSIONAL | $415,384 | $221,785 | $154,383 | $39,216 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,591,914 | TotalAmt |
| Program Services | $121,345,072 | ProgramServicesAmt |
| Management And General | $13,552,585 | ManagementAndGeneralAmt |
| Fundraising | $3,694,257 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,239 | BOYAmt |
| EOY | $23,259 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,109,129 | BOYAmt |
| EOY | $44,830,656 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,536,675 | BOYAmt |
| EOY | $19,918,850 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,411,864 | BOYAmt |
| EOY | $4,336,791 | 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 | $4,117,517 | BOYAmt |
| EOY | $2,973,018 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,205,351 | BOYAmt |
| EOY | $1,236,454 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $375,135,712 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $211,866,690 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,716,239 | BOYAmt |
| EOY | $163,269,022 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,556,108 | BOYAmt |
| EOY | $205,469,168 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,406,767 | BOYAmt |
| EOY | $49,885,433 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,572,028 | BOYAmt |
| EOY | $12,062,204 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,661,917 | BOYAmt |
| EOY | $504,004,855 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,724,514 | BOYAmt |
| EOY | $10,590,481 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,689,216 | BOYAmt |
| EOY | $3,080,512 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,844,995 | BOYAmt |
| EOY | $79,903,646 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,643,787 | BOYAmt |
| EOY | $24,066,593 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,902,512 | BOYAmt |
| EOY | $117,641,232 | 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 | $156,073,113 | BOYAmt |
| EOY | $170,863,426 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,686,292 | BOYAmt |
| EOY | $215,500,197 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,759,405 | BOYAmt |
| EOY | $386,363,623 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,661,917 | BOYAmt |
| EOY | $504,004,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,250,252 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $39,160,236 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,193,730 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $2,616,346 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $213,545,285 | BeginningYearBalanceAmt |
| Contributions | $5,320,797 | ContributionsAmt |
| Investment Earnings Or Losses | $16,517,892 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,184,342 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,212,278 | OtherExpendituresAmt |
| Administrative Expenses | $834,057 | AdministrativeExpensesAmt |
| End Year Balance | $218,153,297 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $206,193,826 | BeginningYearBalanceAmt |
| Contributions | $3,469,677 | ContributionsAmt |
| Investment Earnings Or Losses | $16,265,114 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,637,981 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,544,382 | OtherExpendituresAmt |
| Administrative Expenses | $1,200,969 | AdministrativeExpensesAmt |
| End Year Balance | $213,545,285 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $191,604,976 | BeginningYearBalanceAmt |
| Contributions | $6,200,119 | ContributionsAmt |
| Investment Earnings Or Losses | $19,865,478 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,942,335 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,032,682 | OtherExpendituresAmt |
| Administrative Expenses | $1,501,730 | AdministrativeExpensesAmt |
| End Year Balance | $206,193,826 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.33100 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19400 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,971,781 | OtherCostOrOtherBasisAmt |
| Book Value | $21,971,781 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $217,930,484 | OtherCostOrOtherBasisAmt |
| Depreciation | $115,427,630 | DepreciationAmt |
| Book Value | $102,502,854 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,481,355 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,544,175 | DepreciationAmt |
| Book Value | $7,937,180 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,752,092 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,894,885 | DepreciationAmt |
| Book Value | $30,857,207 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $163,269,022 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY | $29,391,408 | F |
| HEDGE FUNDS AND FUNDS OF FUNDS | $14,354,061 | F |
| REAL ASSETS | $6,139,964 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $49,885,433 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCR POSTRETIREMENT BENE OBLIGATION | $14,244,418 |
| ANNUITY/DISTRIBUTION PAYABLE | $3,098,212 |
| FEDERAL PERKINS LOAN ADVANCES | $1,628,871 |
| DEPOSITS | $871,165 |
| OTHER | $992,599 |
| GATE LOAN RESERVE | $427,989 |
| UNCLAIMED PROPERTY | $16,147 |
| DINING SERVICE ADVANCE PAYABLE | $2,787,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $24,066,593 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $191,677,875 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $39,160,236 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,723,454 | OtherRevenueAmt |
| Revenue Not Reported | $40,883,690 | RevenueNotReportedAmt |
| Revenue Subtotal | $150,794,185 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $744,057 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $303,924 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,047,981 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $151,842,166 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $139,571,311 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,723,454 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,723,454 | ExpensesNotReportedAmt |
| Expenses Subtotal | $137,847,857 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $744,057 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $744,057 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $138,591,914 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE D, PART III, LINE 4 | 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. |
| FORM 990, SCHEDULE D, PART V, LINE 4 | INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: THE INSTITUTE'S ENDOWMENT FUNDS PROVIDE FINANCIAL SUPPORT OF THE INSTITUTE'S ACADEMIC AND OTHER NEEDS. THE EARNINGS FROM THE INVESTMENT OF THE ENDOWED FUNDS PROVIDE STUDENT SCHOLARSHIPS, LABORATORY AND EQUIPMENT, AND ENDOWED CHAIRS AND PROFESSORSHIPS. |
| FORM 990, SCHEDULE D, PART X, LINE 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. |
| FORM 990, SCHEDULE D, PART XI | RECONCILIATION OF REVENUE: LINE 2D: BOOKSTORE/LAPTOP COST OF GOODS SOLD $1,723,454 LINE 4B: CHANGE IN VALUE OF SPLIT INTEREST $ 303,924 |
| FORM 990, SCHEDULE D, PART XII | RECONCILIATION OF EXPENSES: LINE 2D: BOOKSTORE/LAPTOP COST OF GOODS SOLD $1,723,454 |
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 | 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 6A | EXPLANATION OF GOVERNMENTAL FINANCIAL AID: FINANCIAL AID FOR BOTH STUDENTS AND THE INSTITUTE IS RECEIVED FROM THE DEPARTMENT OF EDUCATION ALONG WITH FUNDS FROM VARIOUS INDIANA STATE AGENCIES. THESE FUNDS ARE DISBURSED WITHOUT REGARD TO RACE, RELIGION, OR NATIONAL ORIGIN OF STUDENTS. THE INSTITUTE ALSO RECEIVED FROM VARIOUS FEDERAL AND STATE AGENCIES GRANTS FOR THE PURPOSE OF RESEARCH AND ACQUISITION OF EQUIPMENT. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA/CARIBBEAN | RegionTxt |
| Type Of Activities Conducted | PASSIVE INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $8,953,456 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $8,953,456 | SubtotalSpentAmt |
| Total Spent | $8,953,456 | 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 |
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 |
|---|---|---|
| ENDOWED SCHOLARSHIPS | 697 | $5,017,856 |
| NON-ENDOWED SCHOLARSHIPS | 64 | $301,349 |
| INSTITUTIONAL FINANCIAL AID | 1969 | $40,543,077 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING USE OF GRANT FUNDS IN THE UNITED STATES: THE FEDERAL AND STATE FUNDS PROVIDED FOR FINANCIAL AID TO STUDENTS OF ROSE-HULMAN FOLLOWS ALL REGULATIONS. EACH YEAR THE REGULATIONS ARE EVALUATED TO VERIFY THAT ALL REGULATIONS ARE BEING FOLLOWED BASED ON EACH FUNDS CRITERIA. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| 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 (14 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 | $606,626 | $0 | $0 | $0 | $16,406 | $0 | $27,540 | $0 | $32,617 | $0 | $683,189 | $0 | $0 | $0 |
| PATRICIA CARLSON | ||||||||||||||
| PROF OF AMER LIT & DIR PRISM | $185,506 | $0 | $0 | $0 | $0 | $0 | $7,698 | $0 | $11,858 | $0 | $205,062 | $0 | $0 | $0 |
| WILLIAM KLINE | ||||||||||||||
| ASSOC DEAN, INNOVATION & PROF | $179,565 | $0 | $0 | $0 | $0 | $0 | $8,604 | $0 | $22,814 | $0 | $210,983 | $0 | $0 | $0 |
| CLAUDE ANDERSON | ||||||||||||||
| PROF OF COMP SCI & SOFTW ENGI | $178,782 | $0 | $0 | $0 | $0 | $0 | $9,401 | $0 | $33,818 | $0 | $222,001 | $0 | $0 | $0 |
| AZAD SIAHMAKOUN | ||||||||||||||
| PROF OF PHYSICS & OPTICAL ENGI | $170,165 | $0 | $0 | $0 | $0 | $0 | $7,514 | $0 | $11,956 | $0 | $189,635 | $0 | $0 | $0 |
| JAMEEL AHMED | ||||||||||||||
| HEAD OF BIO & BIOMED ENG, PROF | $167,858 | $0 | $0 | $0 | $0 | $0 | $8,167 | $0 | $12,423 | $0 | $188,448 | $0 | $0 | $0 |
| STEVEN BRADY | ||||||||||||||
| VP, INSTITUTIONAL ADVANCEMENT | $269,603 | $0 | $0 | $0 | $0 | $0 | $14,365 | $0 | $36,169 | $0 | $320,137 | $0 | $0 | $0 |
| WAYNE DENNISON | ||||||||||||||
| VP FOR INFORMATION TECHNOLOGY | $250,778 | $0 | $0 | $0 | $0 | $0 | $13,650 | $0 | $28,556 | $0 | $292,984 | $0 | $0 | $0 |
| RUSSELL WARLEY | ||||||||||||||
| DEAN OF FACULTY & PROF OF CHEM | $204,053 | $0 | $0 | $0 | $0 | $0 | $11,254 | $0 | $27,878 | $0 | $243,185 | $0 | $0 | $0 |
| MATTHEW DAVIS | ||||||||||||||
| VP FOR FINANCE | $246,596 | $0 | $0 | $0 | $0 | $0 | $13,700 | $0 | $33,832 | $0 | $294,128 | $0 | $0 | $0 |
| ERIK HAYES | ||||||||||||||
| VP FOR STUDENT AFFAIRS & DEAN | $172,817 | $0 | $0 | $0 | $0 | $0 | $10,000 | $0 | $34,676 | $0 | $217,493 | $0 | $0 | $0 |
| RICK STAMPER | ||||||||||||||
| PROVOST & VP, ACADEMIC AFFAIRS | $241,774 | $0 | $0 | $0 | $0 | $0 | $12,500 | $0 | $33,762 | $0 | $288,036 | $0 | $0 | $0 |
| MEGAN ELLIOTT | ||||||||||||||
| VP, HUMAN & ENVIRONMENTAL SVCS | $211,383 | $0 | $0 | $0 | $0 | $0 | $11,575 | $0 | $19,976 | $0 | $242,934 | $0 | $0 | $0 |
| TOM BEAR | ||||||||||||||
| VP OF ENROLLMENT MANAGEMENT | $243,754 | $0 | $0 | $0 | $0 | $0 | $354 | $0 | $33,145 | $0 | $277,253 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990 SCHEDULE J, PART I, LINE 1A | 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 a Rose-Hulman job responsibility is added to W-2 wages. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 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 | 45506D8J7 | 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 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $37,180,831 | $0 | $0 | $0 | $350,386 | $0 | $0 | $26,146,679 | $0 | $10,683,766 | false | false | false | Yes (true) | |
| B | $3,115,000 | $0 | $26,732,977 | $0 | $0 | $0 | $294,817 | $0 | $0 | $17,691,355 | $0 | $8,746,805 | Yes (true) | false | false | Yes (true) | |
| C | $0 | $0 | $21,216,909 | $0 | $0 | $0 | $216,909 | $0 | $0 | $0 | $21,000,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) | 2011 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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 | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| DAVID HANNUM | |||
| PART OWNER CH GARMONG | $1,923,286 | INDEPENDENT Contractor | false |
| TOM DINKEL | |||
| CEO OF SYCAMORE ENGINEER | $1,287,774 | INDEPENDENT Contractor | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| DONOR AND BUSINESS | $42,860 | DONOR/BUSINESS TRANSACTION | false |
| TAMERA COONS | |||
| SPOUSE OF OFFICER | $40,369 | director of donor relations | false |
| GREG GIBSON | |||
| PTR HOLIDAY INN EXPRESS | $353,225 | Rental of property | false |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE L, PART IV, LINE 1 | Business Transactions Involving Interested Persons: The board member was not involved in the decision to use their company. |
| FORM 990, SCHEDULE L, PART IV, LINE 2 | Business Transactions Involving Interested Persons: The board member was not involved in the decision to use their company. |
| FORM 990, 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. |
| FORM 990, SCHEDULE L, PART IV, LINE 5 | Business Transactions Involving Interested Persons: The board member was not involved in the decision to use their company. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 44 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 38 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,372,050 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 3 | $2,006 | FMV |
| Yes (X) | TOOLS | 1 | $14,305 | FMV |
| 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY AND BUSINESS RELATIONSHIPS: SOME MEMBERS OF THE BOARD OF TRUSTEES HAVE FAMILY AND BUSINESS RELATIONSHIPS IN THE ORDINARY COURSE OF BUSINESS. THOMAS DINKEL AND ANTON GEORGE HAVE A BUSINESS RELATIONSHIP. THOMAS DINKEL AND GREG GIBSON HAVE A BUSINESS RELATIONSHIP. THOMAS DINKEL AND DAVID HANNUM HAVE A BUSINESS RELATIONSHIP. ANTON GEORGE AND GREG GIBSON HAVE A BUSINESS RELATIONSHIP. JAMES BAUMGARDT AND NILES NOBLITT HAVE A BUSINESS RELATIONSHIP. PATRICK CAHILL AND THOMAS DINKEL HAVE A BUSINESS RELATIONSHIP. JAMES TRUEBLOOD AND LINDA WHITE HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS TO REVIEW THE FORM 990: THE FORM WAS PREPARED BY AN INDEPENDENT CPA FIRM AND WAS REVIEWED IN DETAIL AND APPROVED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. A PUBLIC DISCLOSURE VERSION OF THE FORM WAS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE INSTITUTE REQUIRES EVERY MEMBER OF THE BOARD OF TRUSTEES, FACULTY AND STAFF TO SUBMIT A WRITTEN CONFLICT OF INTEREST DISCLOSURE ANNUALLY AS WELL AS IMMEDIATELY UPON THE IDENTIFICATION OF ANY APPARENT OR IMPLIED CONFLICT. THESE SUBMISSIONS ARE EACH REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND SUMMARIZED FOR PRESENTATION TO THE COMMITTEE. IF A CONFLICT IS DETERMINED TO EXIST, PERSON(S) DESIGNATED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES WORK WITH THE APPROPRIATE INDIVIDUAL(S) TO DESIGN A PLAN TO MANAGE, REDUCE, OR ELIMINATE THE CONFLICT IN A MANNER CONSISTENT WITH THE BEST INTEREST OF THE INSTITUTE AND THE RIGHTS OF THE INDIVIDUAL. IF THE DESIGNEES ARE UNABLE TO RECOMMEND A RESOLUTION, THE CASE IS REFERRED TO THE PRESIDENT, THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES, OR THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AS APPROPRIATE FOR RESOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 15A & 15B | PROCESS TO DETERMINE PRESIDENT AND OFFICER COMPENSATION: IN MAY OF EACH YEAR, ROSE-HULMAN INSTITUTE OF TECHNOLOGY'S BOARD OF TRUSTEES COMPENSATION COMMITTEE PERFORMS A REVIEW OF EXECUTIVE COMPENSATION FOR THE PRESIDENT AND THE PRESIDENT'S CABINET. THE REVIEW IS DESIGNED TO FOLLOW INDUSTRY BEST PRACTICES AND TO COMPLY WITH THE IRS INTERMEDIATE SANCTIONS PROVISION. IN PERFORMING THEIR ANNUAL REVIEW, THE COMMITTEE REVIEWS INFORMATION FROM THE PRESIDENTIAL PERFORMANCE REVIEW COMPENSATION SURVEYS, COMPENSATION AT COMPARABLE ORGANIZATIONS, AND INDEPENDENT THIRD PARTY REVIEWS WHEN DEEMED APPROPRIATE. THE COMMITTEE MAKES COMPENSATION RECOMMENDATIONS FOR THE PRESIDENT FOR APPROVAL BY THE FULL BOARD OF TRUSTEES AND APPROVE THE PRESIDENT'S RECOMMENDATIONS FOR HIS CABINET. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY, FORM 990, AND FS: AS A PRIVATE INSTITUTION, ROSE-HULMAN INSTITUTE OF TECHNOLOGY DOES NOT PUBLICLY DISTRIBUTE GOVERNING DOCUMENTS AND ITS CONFLICT OF INTEREST POLICY. AUDITED FINANCIAL STATEMENTS ARE RELEASED TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: DEFINED BENEFIT PLAN NET GAIN $1,497,654 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (303,924) TOTAL TO FORM 990, PART XI, LINE 9 $1,193,730 |
| FORM 990, PART XII, LINE 1 | ACCOUNTING METHOD USED TO PREPARE FORM 990: THE FORM 990 IS PREPARED ON AN ACCRUAL BASIS WITH THE EXCEPTION OF SCHEDULE B WHICH IS PREPARED ON A CASH BASIS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| INDEPENDENT COLLEGES OF INDIANA | |||||||||
| 30 SOUTH MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 310901001 | EDU SUPPORT | IN | 501(C)(3) | 12A TYPE I | false |
| ASSOC OF INDEPENDENT TECHNOLOGICAL UNIV | |||||||||
| 8 CLARKSON AVENUE | POTSDAM | NY | 13699 | 203393428 | EDU SUPPORT | NY | 501(C)(3) | 12A TYPE I | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (5) | 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 |
| 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 |