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ROCHESTER INSTITUTE OF TECHNOLOGY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROCHESTER INSTITUTE OF TECHNOLOGY (EIN 16-0743140)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-04-01
IRS object ID
202240919349300009
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)
Return2022-04-01T14:00:24-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN160743140EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Rochester Institute of TechnologyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROCHBusinessNameControlTxt
Phone5854752383PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Controller 46 Lomb Memorial DrAddressLine1Txt
CityRochesterCityNm
State AbbreviationNYStateAbbreviationCd
ZIP146235604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJames H WattersPersonNm
Person TitleSr VP Finance & AdminPersonTitleTxt
Signature2022-04-01SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJames HPersonFirstNm
Person LastWattersPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1David C Munson JrBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 Lomb Memorial DriveAddressLine1Txt
CityRochesterCityNm
State AbbreviationNYStateAbbreviationCd
ZIP146235603ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,251,608,524GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.rit.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1830FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionROCHESTER INSTITUTE OF TECHNOLOGY (RIT) SHAPES THE FUTURE AND IMPROVES THE WORLD THROUGH CREATIVITY AND INNOVATION. AS AN ENGAGED, INTELLECTUALLY CURIOUS, AND SOCIALLY CONSCIOUS COMMUNITY, RIT LEVERAGES THE POWER OF TECHNOLOGY, THE ARTS, AND DESIGN FOR THE GREATER GOOD.ActivityOrMissionDesc
Voting Members Governing Body44VotingMembersGoverningBodyCnt
Voting Members Independent41VotingMembersIndependentCnt
Total Employee11102TotalEmployeeCnt
Total Volunteers2937TotalVolunteersCnt
Total Gross UBI$2,165,370TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$168,159,480PYContributionsGrantsAmt
CY Contributions Grants$179,271,648CYContributionsGrantsAmt
PY Program Service Revenue$626,051,879PYProgramServiceRevenueAmt
CY Program Service Revenue$662,164,088CYProgramServiceRevenueAmt
PY Investment Income$48,238,318PYInvestmentIncomeAmt
CY Investment Income$63,667,291CYInvestmentIncomeAmt
PY Other Revenue$7,134,963PYOtherRevenueAmt
CY Other Revenue$4,470,154CYOtherRevenueAmt
PY Total Revenue$849,584,640PYTotalRevenueAmt
CY Total Revenue$909,573,181CYTotalRevenueAmt
PY Grants And Similar Paid$248,676,844PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$293,055,691CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$395,426,402PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$384,272,843CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$145,688PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$219,947CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$9,846,105CYTotalFundraisingExpenseAmt
PY Other Expenses$169,675,559PYOtherExpensesAmt
CY Other Expenses$157,242,377CYOtherExpensesAmt
PY Total Expenses$813,924,493PYTotalExpensesAmt
CY Total Expenses$834,790,858CYTotalExpensesAmt
PY Revenues Less Expenses$35,660,147PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$74,782,323CYRevenuesLessExpensesAmt
Total Assets BOY$2,165,976,339TotalAssetsBOYAmt
Total Assets EOY$2,550,492,860TotalAssetsEOYAmt
Total Liabilities BOY$644,084,098TotalLiabilitiesBOYAmt
Total Liabilities EOY$641,475,929TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,521,892,241NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,909,016,931NetAssetsOrFundBalancesEOYAmt
MissionROCHESTER INSTITUTE OF TECHNOLOGY (RIT) SHAPES THE FUTURE AND IMPROVES THE WORLD THROUGH CREATIVITY AND INNOVATION. AS AN ENGAGED, INTELLECTUALLY CURIOUS, AND SOCIALLY CONSCIOUS COMMUNITY, RIT LEVERAGES THE POWER OF TECHNOLOGY, THE ARTS, AND DESIGN FOR THE GREATER GOOD.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$584,583,360ExpenseAmt
Grant$277,867,493GrantAmt
Revenue$586,248,476RevenueAmt
DescInstruction and Academic Support - Established in 1829, RIT is one of the world's premier universities with an innovative and creative student body from all fifty states and over 100 countries. RIT total enrollment in Fall 2020 was approximately 18,700, which included approximately 15,750 undergraduate and 2,950 graduate students. Approximately 16,210 students are enrolled at RIT's main campus and the remainder at international locations. RIT is comprised of nine colleges and two degree-granting academic units offering 253 graduate and undergraduate programs. NTID (National Technical Institute for the Deaf), one of RIT's colleges, is the world's first and largest technical institute college for deaf students with approximately 1,100 students from the United States and abroad. Over the preceding 10 years, enrollment has increased from 17,206 students in the Fall of 2010 to 18,668 students in the Fall of 2020, an increase of 9%.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$129,296,579ExpenseAmt
Grant$8,108,722GrantAmt
Revenue$71,858,449RevenueAmt
DescStudent and Auxiliary Services - Student services provide students with additional enrichment and educational opportunities. Such services include athletics, student health and admissions. Auxiliaries provide essential services to students in support of RIT's educational mission. These services include housing operations and dining services. Sales and services of auxiliary enterprises generated total revenue of $67.9 million, a increase of $1.4M from the prior year. Surpluses from auxiliary services support the operating budget of the University.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$59,490,405ExpenseAmt
Grant$7,079,476GrantAmt
Revenue$4,057,163RevenueAmt
DescResearch and Public Support - RIT engages in public service activities that benefit the general community in which it resides, including training, postsecondary education for the deaf and hard of hearing, and K-12 programs. RIT also conducts research to advance the body of knowledge, enhance student and faculty learning and build its reputation in the scientific and technical communities in support of, or in concert with, the University's exempt mission, while providing positive returns to our sponsoring partners. As articulated in RIT's strategic plan, the University continues to place emphasis on its revenue growth in the research portfolio.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$773,370,344TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
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 PersonYes (true)GrantToRelatedPersonInd
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 ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document1409IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee11102EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryHRForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members44GoverningBodyVotingMembersCnt
Independent Voting Member41IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn 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
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILAGROS CONCEPCIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5854752383PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 Lomb Memorial DriveAddressLine1Txt
CityRochesterCityNm
State AbbreviationNYStateAbbreviationCd
ZIP146235603ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (71 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DAVID C MUNSON
PRESIDENT40.00.1Yes (X)Yes (X)$855,833$0$103,123
ANDREW N BRENNEMAN
TRUSTEE0.1Yes (X)$0$0$0
ANDREW R JACOBSON
TRUSTEE0.1Yes (X)$0$0$0
ANN L BURR
TRUSTEE0.1Yes (X)$0$0$0
ARTHUR A GOSNELL
TRUSTEE0.1Yes (X)$0$0$0
AUSTIN W MCCHORD
TRUSTEE0.1Yes (X)$0$0$0
BRIAN P O'SHAUGHNESSY
TRUSTEE0.1Yes (X)$0$0$0
BROOKS H BOWER
TRUSTEE0.1Yes (X)$0$0$0
CAROL B CALA
TRUSTEE0.1Yes (X)$0$0$0
CHARLES S BROWN JR
TRUSTEE0.1Yes (X)$0$0$0
CHESTER N WATSON
TRUSTEE0.1Yes (X)$0$0$0
CHRISTINE B WHITMAN
TRUSTEE0.10.1Yes (X)$0$0$0
CHRISTOPHER LEHFELDT
TRUSTEE0.1Yes (X)$0$0$0
Clayton P Turner
TRUSTEE0.1Yes (X)$0$0$0
DALE J DAVIS
TRUSTEE0.1Yes (X)$0$0$0
DANA A MEHNERT
TRUSTEE0.1Yes (X)$0$0$0
DARSHAN N HIRANANDANI
TRUSTEE0.10.1Yes (X)$0$0$0
DAVID J BURNS
TRUSTEE0.10.1Yes (X)$0$0$0
DINAH G GUELDENPFENNIG WEISBERG
TRUSTEE0.10.1Yes (X)$0$0$0
DONALD J TRUESDALE
TRUSTEE0.10.1Yes (X)$0$0$0
ERIC J BIEBER
TRUSTEE0.1Yes (X)$0$0$0
ERIC J KUCKHOFF
TRUSTEE0.1Yes (X)$0$0$0
ESSIE L CALHOUN-MCDAVID
TRUSTEE0.1Yes (X)$0$0$0
FRANK S SKLARSKY
TRUSTEE0.1Yes (X)$0$0$0
GERARD Q PIERCE
TRUSTEE0.1Yes (X)$0$0$0
HYACINTH DRUMMOND
TRUSTEE0.1Yes (X)$0$0$0
James P Swift
TRUSTEE0.1Yes (X)$0$0$0
JEFFREY K HARRIS
TRUSTEE0.1Yes (X)$0$0$0
JUDY B VON BUCHER
TRUSTEE0.1Yes (X)$0$0$0
KEVIN J SURACE
TRUSTEE0.1Yes (X)$0$0$0
KIM E VANGELDER
TRUSTEE0.1Yes (X)$0$0$0
MARK E HAMISTER
TRUSTEE0.1Yes (X)$0$0$0
MARK G BARBERIO
TRUSTEE0.1Yes (X)$0$0$0
NITA GENOVA
TRUSTEE0.1Yes (X)$0$0$0
Pamela Lloyd-Ogoke
TRUSTEE0.1Yes (X)$0$0$0
RICHARD A KAPLAN
TRUSTEE0.10.1Yes (X)$0$0$0
RICK A KITTLES PHD
TRUSTEE0.1Yes (X)$0$0$0
ROBERT D MOORE JR
TRUSTEE0.1Yes (X)$0$0$0
ROBERT W AUGUST
TRUSTEE0.10.1Yes (X)$0$0$0
ROBERT W RICE
TRUSTEE0.1Yes (X)$0$0$0
RONALD L ZARRELLA
TRUSTEE0.1Yes (X)$0$0$0
RONALD S RICOTTA
TRUSTEE0.1Yes (X)$0$0$0
ROOSEVELT MERCER JR
TRUSTEE0.1Yes (X)$0$0$0
SANDRA A PARKER
TRUSTEE0.1Yes (X)$0$0$0
SHARON D NAPIER
TRUSTEE0.1Yes (X)$0$0$0
SHARON TING
TRUSTEE0.1Yes (X)$0$0$0
SUSAN M PUGLIA
TRUSTEE0.1Yes (X)$0$0$0
SUSAN R HOLLIDAY
TRUSTEE0.1Yes (X)$0$0$0
THOMAS F JUDSON JR
TRUSTEE0.1Yes (X)$0$0$0
VICTORIA D GRIFFITH
TRUSTEE0.1Yes (X)$0$0$0
WILLIAM A BUCKINGHAM
TRUSTEE0.1Yes (X)$0$0$0
DEBORAH M STENDARDI
VP GOVT AND COMMUNITY RELATIONS40.0Yes (X)$318,107$0$51,998
ELLEN M GRANBERG
PROVOST AND SVP ACADEMIC AFFAIRS40.00.1Yes (X)$446,213$0$45,348
GERARD BUCKLEY
PRESIDENT NTID & VP AND DEAN RIT40.0Yes (X)$355,248$0$48,424
IAN J MORTIMER
VP ENROLLMENT MGMT & ASSOC PROVOST, RIT CERTIFIED40.00.1Yes (X)$326,884$0$33,649
JAMES H WATTERS
SVP FINANCE AND ADMINISTRATION40.00.1Yes (X)$553,106$0$41,020
JOHN K TRIERWEILER
VP CHIEF MARKETING OFFICER40.0Yes (X)$300,216$0$48,950
KEITH JENKINS
VP & ASSOC PROVOST FOR DIVERSITY & INCLUSION40.0Yes (X)$227,823$0$49,390
LISA A CHASE
VP & SECRETARY OF THE INSTITUTE40.0Yes (X)$318,054$0$38,122
PHILLIP D CASTLEBERRY
VP UNIVERSITY ADVANCEMENT40.0Yes (X)$342,206$0$47,513
ROBERT COLON
VP & GENERAL COUNSEL40.0Yes (X)$268,240$0$48,507
RYNE RAFFAELLE
VP RESEARCH40.0Yes (X)$355,456$0$111,479
SANDRA S JOHNSON
SVP STUDENT AFFAIRS40.0Yes (X)$354,712$0$72,152
ANNE HAAKE
DEAN GOLISANO COLLEGE OF COMPUTING AND INFO SCIENCES40.0$338,354$0$44,413Yes (X)
DANIEL ORNT
PROFESSOR40.0$453,863$0$45,470Yes (X)
DONALD F FIGER
PROF AND DIR CENTER FOR DETECTORS40.0$320,357$0$58,142Yes (X)
JACQUELINE MOZRALL
DEAN SAUNDERS COLLEGE OF BUSINESS40.0$386,279$0$91,059Yes (X)
NABIL Z NASR
ASSOC PROVOST DIR GOLISANO INST OF SUSTAINABILITY40.0$577,840$0$48,923Yes (X)
CHRISTINE M LICATA
FORMER INTERIM PROVOST40.0$278,016$0$37,833Yes (X)
KAREN A BARROWS
FORMER SECRETARY OF THE INST AND CHIEF OF STAFF40.0$142,692$0$22,771Yes (X)
KATHERINE J MAYBERRY
FORMER VP FOR STRATEGIC PLANNING AND SPECIAL INITIATIVES40.0$260,168$0$35,224Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,779,667TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,123,510TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K655IndivRcvdGreaterThan100KCnt
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
LECHASE CONSTRUCTION SERVICES LLC
205 INDIGO CREEK DRROCHESTERNY14626CONSTRUCTION SERVICES$11,676,414
HBT ARCHITECTS LLP
2 ELTON STREETROCHESTERNY14607ARCHITECT$3,331,143
FREDERICO CONSTRUCTION & DEVELOPMENT LLC
1017 CHILI AVENUE STE 1ROCHESTERNY14611CONSTRUCTION SERVICES$1,936,290
BOND SCHOENECK & KING PLLC
ONE LINCOLN CENTERSYRACUSENY132021355LEGAL SERVICES$721,434
PRICEWATERHOUSE COOPERS LLP
PO Box 7247-8001PhiladelphiaPA19170Auditing Services$385,350
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K27CntrctRcvdGreaterThan100KCnt
Fundraising$7,250FundraisingAmt
Government Grants$151,293,013GovernmentGrantsAmt
All Other Contributions$27,971,385AllOtherContributionsAmt
Noncash Contributions$7,242,796NoncashContributionsAmt
Total Contributions$179,271,648TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Tuition900099$587,206,366$587,206,366$0$0
Auxiliary Services721000$63,903,112$0$0$63,903,112
Research900099$1,698,701$0$0$1,698,701
Non-credit Instruction900099$1,549,156$1,549,156$0$0
Fees713990$1,547,161$74,952$0$1,472,209

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,259,592TotalRevenueColumnAmt
Related Or Exempt Func Income$5,969,957RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$289,635ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$662,164,088TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,011,302TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$721,649UnrelatedBusinessRevenueAmt
Exclusion$13,732,951ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,189,999TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,189,999ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$410,898TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$410,898ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$363,212RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$758,550RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$395,338RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$395,338TotalRevenueColumnAmt
Exclusion-$395,338ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$389,644,834SecuritiesAmt
Other$65,645OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$340,951,420SecuritiesAmt
Other$293,069OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$48,693,414SecuritiesAmt
Other-$227,424OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$48,465,990TotalRevenueColumnAmt
Related Or Exempt Func Income$65,645RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,022,612UnrelatedBusinessRevenueAmt
Exclusion$47,377,733ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$18,865FundraisingGrossIncomeAmt
Fundraising Direct Expenses$32,304FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$13,439TotalRevenueColumnAmt
Exclusion-$13,439ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
RIT Inn and Conference Center721110$1,357,492$0$1,357,492$0
Margaret's House624410$497,593$0$0$497,593
Parking812930$998,350$998,350$0$0

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,614,598TotalRevenueColumnAmt
Related Or Exempt Func Income$750,304RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$506,915UnrelatedBusinessRevenueAmt
Exclusion$357,379ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,468,033OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$909,573,181TotalRevenueColumnAmt
Related Or Exempt Func Income$596,614,730RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,165,370UnrelatedBusinessRevenueAmt
Exclusion$131,521,433ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$320,987TotalAmt
Program Services$320,987ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$292,681,069TotalAmt
Program Services$292,681,069ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$53,635TotalAmt
Program Services$53,635ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,174,616TotalAmt
Program Services$1,014,336ProgramServicesAmt
Management And General$3,134,342ManagementAndGeneralAmt
Fundraising$1,025,938FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$285,652,937TotalAmt
Program Services$257,961,972ProgramServicesAmt
Management And General$22,284,011ManagementAndGeneralAmt
Fundraising$5,406,954FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$22,195,075TotalAmt
Program Services$19,668,706ProgramServicesAmt
Management And General$2,037,595ManagementAndGeneralAmt
Fundraising$488,774FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$51,843,410TotalAmt
Program Services$46,581,171ProgramServicesAmt
Management And General$3,979,765ManagementAndGeneralAmt
Fundraising$1,282,474FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,406,805TotalAmt
Program Services$17,197,813ProgramServicesAmt
Management And General$1,781,621ManagementAndGeneralAmt
Fundraising$427,371FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$309,920TotalAmt
Program Services$98,853ProgramServicesAmt
Management And General$211,067ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,582,809TotalAmt
Program Services$256,588ProgramServicesAmt
Management And General$1,322,260ManagementAndGeneralAmt
Fundraising$3,961FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$366,797TotalAmt
Program Services$1,590ProgramServicesAmt
Management And General$365,207ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$371,014TotalAmt
Program Services$3,301ProgramServicesAmt
Management And General$354,166ManagementAndGeneralAmt
Fundraising$13,547FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$219,947TotalAmt
Fundraising$219,947FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$143,670TotalAmt
Management And General$143,670ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$31,597,697TotalAmt
Program Services$27,120,834ProgramServicesAmt
Management And General$4,309,098ManagementAndGeneralAmt
Fundraising$167,765FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,036,261TotalAmt
Program Services$851,409ProgramServicesAmt
Management And General$95,406ManagementAndGeneralAmt
Fundraising$89,446FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$37,542,170TotalAmt
Program Services$33,663,384ProgramServicesAmt
Management And General$3,530,375ManagementAndGeneralAmt
Fundraising$348,411FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,328,826TotalAmt
Program Services$6,247,905ProgramServicesAmt
Management And General$815,954ManagementAndGeneralAmt
Fundraising$264,967FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$159,735TotalAmt
Program Services$147,565ProgramServicesAmt
Fundraising$12,170FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,048,324TotalAmt
Program Services$10,427,482ProgramServicesAmt
Management And General$604,305ManagementAndGeneralAmt
Fundraising$16,537FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,634,105TotalAmt
Program Services$5,411,892ProgramServicesAmt
Management And General$171,075ManagementAndGeneralAmt
Fundraising$51,138FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$11,912,059TotalAmt
Program Services$11,003,064ProgramServicesAmt
Management And General$908,995ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$41,788,013TotalAmt
Program Services$38,337,298ProgramServicesAmt
Management And General$3,442,816ManagementAndGeneralAmt
Fundraising$7,899FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,452,301TotalAmt
Program Services$2,298,600ProgramServicesAmt
Management And General$153,701ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EXPENSE RECOVERIES FROM AFFILIATES-$3,394,918-$2,717,593-$677,325
Postretirement Benefits ASC 715$3,388,868$3,003,128$377,245$8,495
CONTINGENT LIABILITIES ASC 450$1,475,000$1,475,000
Bad Debt Expense$1,342,692$200$1,342,492

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,157,034TotalAmt
Program Services$1,735,155ProgramServicesAmt
Management And General-$588,432ManagementAndGeneralAmt
Fundraising$10,311FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$834,790,858TotalAmt
Program Services$773,370,344ProgramServicesAmt
Management And General$51,574,409ManagementAndGeneralAmt
Fundraising$9,846,105FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$315,555BOYAmt
EOY$362,945EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$108,578,195BOYAmt
EOY$128,820,626EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$62,179,996BOYAmt
EOY$56,739,882EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$38,258,294BOYAmt
EOY$34,301,074EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,045,476BOYAmt
EOY$7,311,503EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,895,277BOYAmt
EOY$8,965,041EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,321,643,368LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$640,999,159LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$672,455,569BOYAmt
EOY$680,644,209EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$401,009,787BOYAmt
EOY$456,616,112EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$869,991,834BOYAmt
EOY$1,174,170,859EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,246,356BOYAmt
EOY$2,560,609EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,165,976,339BOYAmt
EOY$2,550,492,860EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$47,084,578BOYAmt
EOY$58,536,167EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$40,318,516BOYAmt
EOY$39,670,863EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$369,173,438BOYAmt
EOY$355,424,806EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$544,283BOYAmt
EOY$297,724EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$186,963,283BOYAmt
EOY$187,546,369EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$644,084,098BOYAmt
EOY$641,475,929EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$988,129,035BOYAmt
EOY$1,212,508,223EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$533,763,206BOYAmt
EOY$696,508,708EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,521,892,241BOYAmt
EOY$1,909,016,931EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,165,976,339BOYAmt
EOY$2,550,492,860EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$74,782,323ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$312,342,367NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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$127,717,231CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$184,910,902CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$170,142,556CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$168,103,868CurrentTaxYearMinus1YearAmt
Current Tax Year$179,255,670CurrentTaxYearAmt
Total$830,130,227TotalAmt

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$127,717,231CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$184,910,902CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$170,142,556CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$168,103,868CurrentTaxYearMinus1YearAmt
Current Tax Year$179,255,670CurrentTaxYearAmt
Total$830,130,227TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$32,656,581SubstantialContributorsTotAmt
Public Support Total170$797,473,646PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,376,022CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,252,127CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,365,158CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,005,898CurrentTaxYearMinus1YearAmt
Current Tax Year$16,697,060CurrentTaxYearAmt
Total$89,696,265TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,896,844CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,995,983CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,472,892CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,154,893CurrentTaxYearMinus1YearAmt
Current Tax Year$873,837CurrentTaxYearAmt
Total$7,394,449TotalAmt
FieldValueIRS element (for citing)
Total Support$927,220,941TotalSupportAmt
Gross Receipts Rltd Activities$2,716,017,880GrossReceiptsRltdActivitiesAmt
Public Support CY1700.8601PublicSupportCY170Pct
Public Support PY1700.8506PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - COMMISSIONS - BOOKSTORE, COLUMN A - 971660.0, COLUMN B - 971660.0, COLUMN C - 509756.0, COLUMN D - 434951.0, COLUMN E - 331281.0, COLUMN F - 3219308.0; DESCRIPTION - MARGARETS HOUSE, COLUMN A - 861031.0, COLUMN B - 977198.0, COLUMN C - 915451.0, COLUMN D - 694246.0, COLUMN E - 497593.0, COLUMN F - 3945519.0; DESCRIPTION - FUNDRAISING INCOME, COLUMN A - 21828.0, COLUMN B - 21455.0, COLUMN C - 22685.0, COLUMN D - 0.0, COLUMN E - 18865.0, COLUMN F - 84833.0; DESCRIPTION - ALL OTHER REVENUE, COLUMN A - 42325.0, COLUMN B - 25670.0, COLUMN C - 25000.0, COLUMN D - 25696.0, COLUMN E - 26098.0, COLUMN F - 144789.0;ExplanationTxt

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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$420,107FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$420,107FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$772,950,237FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$773,370,344FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

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$395,030CurrentYearMinus3Amt
Current Year Minus2$425,595CurrentYearMinus2Amt
Current Year Minus1$427,899CurrentYearMinus1Amt
Current Year$420,107CurrentYearAmt
Total$1,668,631TotalAmt

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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Total Easements1TotalEasementsCnt
Total Acreage32.0TotalAcreageCnt
Historic Structure Easements0HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringfalseWrittenPolicyMonitoringInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$35,499RevenuesIncludedAmt
Assets Included$13,072,982AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesEDUCATIONOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$954,031,784BeginningYearBalanceAmt
Contributions$18,330,753ContributionsAmt
Investment Earnings Or Losses$368,607,253InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,433,384GrantsOrScholarshipsAmt
Other Expenditures$28,663,721OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$1,302,872,685EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$957,232,492BeginningYearBalanceAmt
Contributions$10,038,241ContributionsAmt
Investment Earnings Or Losses$26,304,222InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,142,719GrantsOrScholarshipsAmt
Other Expenditures$30,400,452OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$954,031,784EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$938,162,179BeginningYearBalanceAmt
Contributions$11,604,688ContributionsAmt
Investment Earnings Or Losses$42,696,485InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,498,740GrantsOrScholarshipsAmt
Other Expenditures$26,732,120OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$957,232,492EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$847,211,461BeginningYearBalanceAmt
Contributions$42,513,404ContributionsAmt
Investment Earnings Or Losses$82,689,101InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,919,050GrantsOrScholarshipsAmt
Other Expenditures$26,332,737OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$938,162,179EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$750,894,725BeginningYearBalanceAmt
Contributions$16,532,778ContributionsAmt
Investment Earnings Or Losses$108,843,391InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,395,557GrantsOrScholarshipsAmt
Other Expenditures$21,663,876OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$847,211,461EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.5298BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.4678PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0024TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,924,062OtherCostOrOtherBasisAmt
Book Value$11,924,062BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,112,505,530OtherCostOrOtherBasisAmt
Depreciation$530,566,832DepreciationAmt
Book Value$581,938,698BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$153,735,757OtherCostOrOtherBasisAmt
Depreciation$110,432,327DepreciationAmt
Book Value$43,303,430BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$43,478,019OtherCostOrOtherBasisAmt
Book Value$43,478,019BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$680,644,209TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BENEFICIAL INTERESTS IN TRUSTS$2,133,638F
CASH SURRENDER VALUE OF LIFE INSURANCE$224,859F
COMMINGLED EQUITY FUNDS$352,127,504F
COMMINGLED FIXED INCOME FUNDS$4,398,395F
PRIVATE PLACEMENTS$525,161,178F
HEDGE FUNDS$273,047,165F
CDARS HELD FOR INVESTMENT$17,078,120F
FieldValueIRS element (for citing)
Total Book Value Securities$1,174,170,859TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
FEDERAL PERKINS LOAN PROGRAM$15,535,108
ASSET RETIREMENT OBLIGATIONS$26,993,002
ASC 715 POSTRETIREMENT BENEFITS OBLIGATION$138,803,695
RIGHT-OF-USE FINANCE LEASE OBLIGATION$853,007
ALL OTHER$5,361,557
FieldValueIRS element (for citing)
Total Liability$187,546,369TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part II, Line 9 Conservation easements financial reportingIN 2007, THE UNIVERSITY ENTERED INTO A CONSERVATION EASEMENT WITH THE TOWN OF HENRIETTA, NY. THE CONSERVATION EASEMENT IS VALUED AS PART OF THE LAND AND RECORDED IN RIT'S FINANCIAL STATEMENTS.
Schedule D, Part III, Line 4 Collections of art - description of collectionsTHE UNIVERSITY'S SPECIAL COLLECTIONS INCLUDE MANUSCRIPTS AND CORRESPONDENCE COLLECTIONS ON THE HISTORY AND PRACTICE OF GRAPHIC COMMUNICATION TECHNOLOGIES, HOLDINGS ON BOOKBINDING, PAPERMAKING, TYPE DESIGN, CALLIGRAPHY, AND BOOK ILLUSTRATION. COLLECTIONS ARE AVAILABLE TO STUDENTS, RESEARCHERS, AND THE PUBLIC THROUGH AN ONLINE DATABASE. THE UNIVERSITY CAMPUS IS ALSO HOME TO A COLLECTION OF PUBLIC ART INCLUDING, BUT NOT LIMITED TO, MURALS, PAINTINGS, AND STATUES.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE INTENDED USES OF THE UNIVERSITY'S ENDOWMENT FUNDS, AS DETERMINED BY EITHER DONOR RESTRICTION OR BOARD DESIGNATION, INCLUDE SCHOLARSHIPS, AWARDS, PROFESSORSHIPS, LECTURES, AND OTHER GENERAL SUPPORT OF THE UNIVERSITY'S EDUCATIONAL AND RESEARCH MISSION.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE UNIVERSITY AND ITS CONSOLIDATED US SUBSIDIARIES, EXCEPT FOR VENTURE FUND I, LLC (FUND I), ARE NOT-FOR-PROFIT ORGANIZATIONS, AND GENERALLY EXEMPT FROM INCOME TAXES ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE IRC BUT ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX ON ACTIVITIES NOT RELATED TO THEIR EXEMPT PURPOSES. FUND I, A LIMITED LIABILITY COMPANY OF WHICH RIT IS THE INVESTOR MEMBER, IS CLASSIFIED AS A DISREGARDED ENTITY FOR FEDERAL INCOME TAX PURPOSES. THE ACCOUNTING FOR INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION ADDRESSES THE DETERMINATION OF WHETHER CERTAIN TAX POSITIONS RESULT IN BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN AND WHETHER THEY SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. FOR TAX-EXEMPT ENTITIES, TAX POSITIONS INCLUDE THE ENTITY'S TAX-EXEMPT STATUS AND ASSUMPTIONS USED TO DETERMINE UNRELATED BUSINESS TAXABLE INCOME. THE UNIVERSITY BELIEVES ITS TAX POSITIONS MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD REFERENCED IN THE TOPIC.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYRIT'S RACIALLY NON-DISCRIMINATORY POLICY WITH RESPECT TO STUDENT SOLICITATION IS PUBLICIZED IN ALL UNIVERSITY APPLICATIONS, REGISTRATIONS AND OTHER CAMPUS-WIDE PUBLICATIONS. IN ADDITION, RIT PUBLICIZES ITS RACIALLY NON-DISCRIMINATORY EMPLOYMENT POLICIES WHEN RECRUITING FOR OPEN POSITIONS.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTTHE UNIVERSITY IS THE RECIPIENT OF APPROPRIATIONS AND ASSISTANCE FROM THE DEPARTMENT OF EDUCATION TO OPERATE THE NATIONAL TECHNICAL INSTITUTE FOR THE DEAF AND TO SUPPORT THE FEDERAL WORK STUDY AND FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAMS. THE UNIVERSITY ALSO RECEIVES AN APPROPRIATION OF DIRECT INSTITUTIONAL SUPPORT OF "BUNDY AID" FROM THE NEW YORK STATE DEPARTMENT OF EDUCATION. IN FISCAL YEAR 2021, THE UNIVERSITY AND NTID RECEIVED APPROPRIATIONS ESTABLISHED BY THE CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT (CRRSAA) and THE AMERICAN RESCUE PLAN ACT (ARPA). RIT received Higher Education Emergency Relief Funds (HEERF II and HEERF III) to provide emergency grants to students experiencing financial hardship specifically due to the disruption of campus operations as a result of the COVID-19 pandemic, for expenses related to any component of the student's cost of attendance, and/or for emergency costs that arise due to coronavirus. All HEERF II funds (Institutional and Student) and all Institutional HEERF III funds were expended in fiscal year 2021. NTID received funds to prevent, prepare for, and respond to coronavirus, including to defray expenses associated with coronavirus and to enable grants to students. NTID has expended a portion of the CRRSAA funding during fiscal year 2021.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanInvestments$310,310,059
Europe (Including Iceland and Greenland)Investments$47,943,947
North America (Canada & Mexico only)Investments$863,762
Middle East and North AfricaInvestments$250,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$359,367,768SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$359,367,768TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Europe (Including Iceland and Greenland)Research related to environmental, social and cultural change in contemporary Greenland$18,459Wire
North America (Canada & Mexico only)Provide clinical and imaging expertise complementary to computational biomedicine expertise at RIT.$27,176Check
Middle East and North AfricaSPONSORSHIP FOR RIT DUBAI SAILING TIGERS TO PARTICIPATE IN SAILING COMPETITION$8,000BANK TRANSFER
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule 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
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
RUFFALO NOEL LEVITZ
1025 KIRKWOOD PARKWAY SW ATTENTIONCFOCEDAR RAPIDSIA524048629ADVISORS TO THE UNIVERSITY ON SECURING PLEDGES AND DONATIONSfalse$0$204,948-$204,948
GENEROUS CHANGE
2559 ALABAMA STREETLAWRENCEKS66046VIRTUAL FUNDRAISING ACADEMY, ANNUAL SUBSCRIPTION TO ACCESS LIVE TRAININGS AND ONLINE VIDEO LIBRARYfalse$0$14,999-$14,999
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$219,947TotalRetainedByContractorsAmt
Total Net To Organization-$219,947TotalNetToOrganizationAmt
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1TIGER OPENEvent1Nm
Gross Receipts Event1$26,115GrossReceiptsEvent1Amt
Charitable Contri Event1$7,250CharitableContriEvent1Amt
Gross Revenue Event1$18,865GrossRevenueEvent1Amt
Non Cash Prizes Event1$500NonCashPrizesEvent1Amt
Rent Facility Costs Event1$7,005RentFacilityCostsEvent1Amt
Food And Beverage Event1$9,090FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$15,709OtherDirectExpensesEvent1Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$26,115GrossReceiptsTotalAmt
Charitable Contributions Tot$7,250CharitableContributionsTotAmt
Gross Revenue Total Events$18,865GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$500NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$7,005RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$9,090FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$15,709OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$32,304DirectExpenseSummaryEventsAmt
Net Income Summary-$13,439NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part I, Line 2b(ii) Describe the custody or control arrangement.FormAndLineReferenceDesc
ExplanationRUFFALO NOEL LEVITZ-RUFFALO NOEL LEVITZ, LLC WILL NOT HAVE CUSTODY OR CONTROL OF CONTRIBUTIONS AT ANY TIME. ROCHESTER INSTITUTE OF TECHNOLOGY (RIT) EXERCISES CONTROL AND APPROVAL OVER THE CONTENT, VOLUME, AND FREQUENCY OF ALL SOLICITATIONS. RIT SECURES PLEDGES AND DONATIONS TO SUPPORT THE OPERATIONAL ACTIVITIES. THE SPECIFIC APPLICATION OF THE FUND WILL BE AT THE DISCRETION OF RIT.;GENEROUS CHANGE-N/A;ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AMERICAN SOCIETY FOR DEAF CHILDREN
800 Florida Avenue NE NO 2047WashingtonDC20002521297104501C3$30,000Event Sponsorship
ATOMIC HANDS
3916 Wallace RdCapitol HeightsMD207433251844020988501C3$7,000Sponsorship
DISTRIBUTIVE EDUCATION CLUBS OF AMER INC
1908 Association DriveRestonVA20191237079474501C3$7,000Sponsorship
FIVEBYFIVE INC
202 Clovercrest DrRochesterNY14618812811468$6,496Event Sponsorship
GEORGIA DEPARTMENT OF EDUCATION
205 Jesse Hill Jr DrAtlantaGA30334586002042State of GA$9,000Sponsorship
GREATER ROCHESTER CHAMBER OF COMMERCE
150 State StreetRochesterNY14614510439860501C6$7,500Event Sponsorship
GREATER ROCHESTER ENTERPRISE INC
One HSBC PlazaRochesterNY14604100000080501C6$37,500Sponsorship100 Chestnut St Suite 1910
HANDS & VOICES INC
5255 Saddle DriveColorado SpringsCO809183631201549740501C3$20,000Event Sponsorship
HENRIETTA FIRE DISTRICT
850 Bailey RdW HenriettaNY14586160974231State of NY$45,000General Support
MARK SEVEN DEAF FOUNDATION
144 Mohawk Hotel RoadOld ForgeNY13420521158675501C3$15,000Event Sponsorship
METRO DEAF SCHOOL INC
1125 Energy Park DriveSaint PaulMN55108411730003501C3$5,370Sponsorship
NATIONAL ALLIANCE FOR PARTNERSHIPS In Equity
91 Newport PikeGapPA17527680328221501C6$8,000Event Sponsorship
NATIONAL ASSOCIATION OF THE DEAF
8630 Fenton StSilver SpringMD20910941358295501C3$28,000Event Sponsorship
ROCHESTER REGIONAL HEALTH FOUNDATION
100 Kings Highway SouthRochesterNY14617222229425501C3$25,075Event Sponsorship
FieldValueIRS element (for citing)
Total501c3 Org10Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIP14839$275,452,950
GRADUATE RESEARCH ASSISTANCE462$7,775,643
FELLOWSHIPS45$363,592
STUDENT LEADERS AND ENTREPRENEURS71$136,204

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part III NUMBER OF RECIPIENTSTHE UNIVERSITY ESTIMATES THE NUMBER OF RECIPIENTS FROM RECORDS MAINTAINED IN OUR FINANCIAL AID (SCHOLARSHIPS) AND ACCOUNTS PAYABLE SYSTEM (GRADUATE RESEARCH ASSISTANCE STIPENDS, FELLOWSHIPS AND STUDENT LEADERS AND ENTREPRENEURS) WHICH HAVE BEEN CLASSIFIED BY THE TYPE OF ASSISTANCE.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.SCHOLARSHIPS, FELLOWSHIPS, AND OTHER STUDENT RELATED FINANCIAL AID MUST BE USED FOR EDUCATIONAL PURPOSES. SCHOLARSHIPS AND GRANTS ARE CREDITED DIRECTLY TO STUDENT ACCOUNTS THROUGH AN AUTOMATED SYSTEM AUTHORIZED BY THE UNIVERSITY'S OFFICE OF FINANCIAL AID AND SCHOLARSHIPS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
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 PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAVID C MUNSON
PRESIDENT$768,888$0$44,246$0$42,699$0$25,650$0$77,473$0$958,956$0$0$0
JAMES H WATTERS
SVP FINANCE AND ADMINISTRATION$517,806$0$21,126$0$14,174$0$28,500$0$12,520$0$594,126$0$0$0
ELLEN M GRANBERG
PROVOST AND SVP ACADEMIC AFFAIRS$431,685$0$13,843$0$685$0$25,650$0$19,698$0$491,561$0$0$0
RYNE RAFFAELLE
VP RESEARCH$341,017$0$0$0$14,439$0$28,500$0$82,979$0$466,935$0$0$0
SANDRA S JOHNSON
SVP STUDENT AFFAIRS$337,792$0$5,992$0$10,928$0$25,650$0$46,502$0$426,864$0$0$0
GERARD BUCKLEY
PRESIDENT NTID & VP AND DEAN RIT$348,193$0$0$0$7,055$0$28,500$0$19,924$0$403,672$0$0$0
PHILLIP D CASTLEBERRY
VP UNIVERSITY ADVANCEMENT$336,392$0$0$0$5,814$0$25,650$0$21,863$0$389,719$0$0$0
DEBORAH M STENDARDI
VP GOVT AND COMMUNITY RELATIONS$288,617$0$0$0$29,490$0$28,500$0$23,498$0$370,105$0$0$0
IAN J MORTIMER
VP ENROLLMENT MGMT & ASSOC PROVOST, RIT CERTIFIED$295,116$0$0$0$31,768$0$7,046$0$26,603$0$360,533$0$0$0
LISA A CHASE
VP & SECRETARY OF THE INSTITUTE$315,744$0$0$0$2,310$0$28,500$0$9,622$0$356,176$0$0$0
JOHN K TRIERWEILER
VP CHIEF MARKETING OFFICER$288,687$0$0$0$11,529$0$25,650$0$23,300$0$349,166$0$0$0
ROBERT COLON
VP & GENERAL COUNSEL$266,801$0$0$0$1,439$0$27,452$0$21,055$0$316,747$0$0$0
KEITH JENKINS
VP & ASSOC PROVOST FOR DIVERSITY & INCLUSION$217,486$0$0$0$10,337$0$22,533$0$26,857$0$277,213$0$0$0
NABIL Z NASR
ASSOC PROVOST DIR GOLISANO INST OF SUSTAINABILITY$462,483$0$0$0$115,357$0$28,500$0$20,423$0$626,763$0$0$0
DANIEL ORNT
PROFESSOR$445,260$0$0$0$8,603$0$25,650$0$19,820$0$499,333$0$0$0
JACQUELINE MOZRALL
DEAN SAUNDERS COLLEGE OF BUSINESS$351,296$0$0$0$34,983$0$28,500$0$62,559$0$477,338$0$0$0
ANNE HAAKE
DEAN GOLISANO COLLEGE OF COMPUTING AND INFO SCIENCES$334,593$0$0$0$3,761$0$28,500$0$15,913$0$382,767$0$0$0
DONALD F FIGER
PROF AND DIR CENTER FOR DETECTORS$287,420$0$0$0$32,937$0$21,823$0$36,319$0$378,499$0$0$0
CHRISTINE M LICATA
FORMER INTERIM PROVOST$270,973$0$0$0$7,043$0$27,584$0$10,249$0$315,849$0$0$0
KATHERINE J MAYBERRY
FORMER VP FOR STRATEGIC PLANNING AND SPECIAL INITIATIVES$239,516$0$0$0$20,652$0$24,397$0$10,827$0$295,392$0$0$0
KAREN A BARROWS
FORMER SECRETARY OF THE INST AND CHIEF OF STAFF$140,626$0$0$0$2,066$0$14,214$0$8,557$0$165,463$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Travel for companionsWHEN BUSINESS CIRCUMSTANCES WARRANT, THE UNIVERSITY MAY PAY FOR TRAVEL FOR COMPANIONS OF THE OFFICERS AND/OR HIGHLY COMPENSATED EMPLOYEES WHEN THEIR GUEST IS A FAMILY MEMBER, WHETHER OR NOT FOR BONA FIDE BUSINESS PURPOSES. THE PERSONAL USE PORTION OF THE BENEFIT IS TREATED AS TAXABLE COMPENSATION AND ADDED TO THE EMPLOYEES' FORM W-2.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useDUE TO THE NUMBER OF UNIVERSITY-RELATED ACTIVITIES THAT THE PRESIDENT IS REQUIRED TO HOST, HE IS REQUIRED TO LIVE IN A HOME OWNED AND MAINTAINED BY THE UNIVERSITY. THIS BENEFIT IS NOT DEEMED TO BE TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesTHE UNIVERSITY PAYS SOCIAL CLUB INITIATION FEES AND DUES FOR NINE OFFICERS INCLUDING FORMER AND/OR HIGHLY COMPENSATED EMPLOYEES. THE PERSONAL USE PORTION OF THE BENEFIT IS TREATED AS TAXABLE COMPENSATION AND ADDED TO THE EMPLOYEES' FORM W-2.
Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expensesEACH OF THE BENEFITS INDICATED IS AVAILABLE TO THE PRESIDENT; CERTAIN OF THESE BENEFITS ARE AVAILABLE TO SELECT OFFICERS. AMOUNTS CONSIDERED TAXABLE ARE REPORTED COMPENSATION INCLUDED ON THE EMPLOYEE'S FORM W-2. SINCE THESE BENEFITS ARE LIMITED TO VERY FEW INDIVIDUALS, A WRITTEN POLICY IS NOT CONSIDERED NECESSARY; HOWEVER, THE UNIVERSITY HAS SPECIFIC WRITTEN POLICIES PERTAINING TO TRAVEL EXPENDITURES AND PAYMENTS/REIMBURSEMENTS.
Schedule J, Part I, Line 3 METHODS USED TO ESTABLISH COMPENSATIONTHE UNIVERSITY UTILIZES EACH OF THE METHODS LISTED IN SCHEDULE J, PART I, LINE 3 ON AN ANNUAL BASIS WITH THE EXCEPTION OF REVIEWING FORM 990 OF OTHER ORGANIZATIONS EVERY OTHER YEAR. IN THE YEAR THAT 990 OF OTHER ORGANIZATIONS ARE NOT REVIEWED BY THE UNIVERSITY, A BROADER COMPENSATION SURVEY OR STUDY IS CONDUCTED.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
DASNY RIT SERIES 2006A
A14600029364983QF382006-05-04$61,706,239SEE SUPPLEMENTAL INFORMATIONfalsefalsefalse
DASNY RIT SERIES 2012A
B146000293649907HM72012-12-12$168,217,368SEE SUPPLEMENTAL INFORMATIONYes (true)falsefalse
DASNY RIT Series 2019A
C14600029364990GTN22019-10-08$143,479,011SEE SUPPLEMENTAL INFORMATIONfalsefalsefalse
DASNY RIT Series 2020A
D14600029364990GUV22020-04-03$57,366,744SEE SUPPLEMENTAL INFORMATIONfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$47,240,000$0$61,710,620$0$0$0$457,585$470,127$15,809$0$60,767,099$02000falseYes (true)Yes (true)Yes (true)
B$6,475,000$136,050,000$168,328,534$0$2,881,587$0$854,858$0$0$58,089,438$109,384,237$02015falseYes (true)Yes (true)Yes (true)
C$0$0$147,107,804$0$0$0$647,850$0$0$10,171,030$22,669,875$113,619,049falsefalsefalseYes (true)
D$545,000$0$57,371,208$0$0$0$341,939$0$0$0$57,029,269$0Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0.00.00.0
B0.00030.00.0003falseYes (true)Yes (true)falseYes (true)falsefalsefalseYes (true)
C0.00010.00.0001falseYes (true)Yes (true)falseYes (true)falsefalsefalseYes (true)
D0.00010.00.0001falseYes (true)Yes (true)falseYes (true)falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
BfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
CfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)
DfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part II, Line 11 LINE 11B, SERIES 2012OTHER SPENT PROCEEDS, INCLUDES $75,000 FOR ISSUER/DASNY FEES AND $109,309,237 OF PROCEEDS USED TO LEGAL DEFEASE SERIES 2002B AND SERIES 2008A WITH REDEMPTION DATES OF JULY 1, 2016 AND JULY 1, 2018, RESPECTIVELY
Schedule K, Part I, Column (f) ISSUER NAME - DASNY, RIT SERIES 2006ALINE A (f): THE SERIES 2006A (ADVANCE REFUNDING OF DASNY, RIT SERIES 1997, ISSUED JULY 15, 1997) - PROJECT CONSISTS OF CONSTRUCTION, RENOVATION AND IMPROVEMENTS TO VARIOUS RESIDENTIAL BUILDINGS AND APARTMENT COMPLEXES AND A FINANCIAL INFORMATION SYSTEM. PURSUANT TO CODE SECTION 150(C)(3)(ii), THE ISSUE REPORTED IN THE INFORMATION RETURN FOR TAX-EXEMPT PRIVATE ACTIVITY BOND ISSUES (FORM 8038) AND THE REISSUANCE OF THE SAME DATE OF THE ISSUER'S ROCHESTER INSTITUTE OF TECHNOLOGY INSURED REVENUE BONDS, SERIES 2002B. AS REPORTED IN A SEPARATE 8038 DATED MAY 4, 2006, ARE TREATED AS PARTS OF A SINGLE ISSUE FOR CERTAIN PURPOSES DESCRIBED IN A CODE SECTION 150(C)(3)(ii).
Schedule K, Part II, Line 11 LINE 11A, SERIES 2006AOTHER SPENT PROCEEDS, INCLUDES $75,000 FOR ISSUER/DASNY FEES, $400,919 FOR STATE ISSUANCE FEES AND $60,291,180 OF PROCEEDS USED TO LEGALLY DEFEASE THE OUTSTANDING AGGREGATE PRINCIPAL AMOUNT OF SERIES 1997. THE REFUNDED BONDS WERE CALLED ON JULY 1, 2007.
Schedule K, Part II, Line 3 LINES 3A, 3B, 3C, 3D RESPECTIVELYTOTAL PROCEEDS OF ISSUE, INCLUDES INVESTMENT PROCEEDS OF: 2006A: $4,381; 2012: $111,166; 2019A: $3,628,793; AND 2020A: $4,464 RESPECTIVELY.
Schedule K, Part I, Column (f) ISSUER NAME - DASNY, RIT SERIES 2012LINE B (f): THE 2012 PROJECT CONSISTS OF THE CONSTRUCTION OF AN ICE ARENA, RENOVATIONS AND IMPROVEMENTS TO THE INSTITUTE OF HEALTH SCIENCE AND TECHNOLOGY, RENOVATIONS OF LABS, ACQUISITION OF UNIVERSITY COMMONS II, AND PARTIAL REFUNDING OF THE SERIES 2002B AND 2008A.
Schedule K, Part II, Line 7 LINE 7B, SERIES 2012ORIGINAL ISSUANCE COSTS FROM PROCEEDS OF $832,806 WERE ADJUSTED FOR $22,052 OF ADDITIONAL PROCEEDS. THESE PROCEEDS, ($22,052), TOGETHER WITH INVESTMENT PROCEEDS OF $111,166, ARE INCLUDED IN PART II, LINE 10B, CAPITAL EXPENDITURES FROM PROCEEDS.
Schedule K, Part II, Line 7 LINE 7A, SERIES 2006AORIGINAL ISSUANCE COSTS FROM PROCEEDS OF $469,013 WERE ADJUSTED FOR $11,428 OF UNUSED PROCEEDS. THESE PROCEEDS ($11,428), TOGETHER WITH INVESTMENT PROCEEDS OF $4,381, ARE INCLUDED IN PART II, LINE 9A, WORKING CAPITAL EXPENDITURES FROM PROCEEDS.
Schedule K, Part II, Line 9 LINE 9A, SERIES 2006AWORKING CAPITAL EXPENDITURES FROM PROCEEDS REPRESENT UNUSED ORIGINAL ISSUANCE PROCEEDS OF $11,428 AND INVESTMENT PROCEEDS OF $4,381. THE INVESTMENT PROCEEDS ARE INCLUDED IN PART II, LINE 3A TOTAL PROCEEDS OF ISSUE.
Schedule K, Part II, Line 11 LINE 11C, SERIES 2019AOTHER SPENT PROCEEDS INCLUDES $47,311 FOR ISSUER/DASNY FEES AND $22,622,564 FOR REFINANCING OF TAXABLE BANK LOAN.
Schedule K, Part I, Column (f) ISSUER NAME - DASNY, RIT SERIES 2019ALINE C (f): THE SERIES 2019A PROJECT CONSISTS OF THE CONSTRUCTION OF A NEW INNOVATIVE MAKER AND LEARNING COMPLEX, RENOVATIONS TO THE LIBRARY, A NEW STUDENT MUSICAL PERFORMANCE THEATER AND REFINANCING AN OUTSTANDING TAXABLE BANK LOAN.
Schedule K, Part I, Column (f) ISSUER NAME - DASNY, RIT SERIES 2020ALINE D (f): THE SERIES 2020A PROJECT CONSISTS OF REFUNDING A PORTION OF SERIES 2010 BONDS.
Schedule K, Part II, Line 11 LINE 11D, SERIES 2020AOTHER SPENT PROCEEDS INCLUDES $57,029,269 TO LEGALLY DEFEASE A PORTION OF SERIES 2010 BONDS WITH A REDEMPTION DATE OF JULY 1, 2020.
Schedule K, Part II, Line 7 LINE 7C, SERIES 2019AORIGINAL ISSUANCE COSTS FROM PROCEEDS OF $647,120 WERE ADJUSTED FOR $1,082 OF UNUSED PROCEEDS, NET OF INVESTMENT EARNINGS FOR A TOTAL ADJUSTMENT OF $730.
Schedule K, Part II, Line 7 LINE 7D, SERIES 2020AORIGINAL ISSUANCE COSTS FROM PROCEEDS OF $337,475, WERE ADJUSTED FOR $9,761 OF UNUSED PROCEEDS NET OF INVESTMENT EARNINGS FOR A TOTAL ADJUSTMENT OF $4,464.
Schedule K, Part IV, Line 2c COLUMN AIssuer name: DASNY, RIT SERIES 2006A The calculation for computing no rebate due was performed on 12/31/2020
Schedule K, Part IV, Line 2c COLUMN BIssuer name: DASNY, RIT SERIES 2012A The calculation for computing no rebate due was performed on 12/31/2016

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Cash Grant$94,402CashGrantAmt
Type Of AssistanceTUITION WAIVERTypeOfAssistanceTxt
Assistance PurposeGENERAL SUPPORTAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
DEVON WATTERS
FAMILY MEMBER OF OFFICER$53,230PAYMENT OF COMPENSATIONfalse
ODESSA DESPOT
FAMILY MEMBER OF OFFICER$81,119PAYMENT OF COMPENSATIONfalse
MCLEAN BULMER
FAMILY MEMBER OF TRUSTEE$69,495PAYMENT OF COMPENSATIONfalse
NATALIE SURACE
FAMILY MEMBER OF TRUSTEE$55,864PAYMENT OF COMPENSATIONfalse
BARRY CULHANE
FAMILY MEMBER OF OFFICER$47,550PAYMENT OF COMPENSATIONfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$35,499NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution72ContributionCnt
Noncash Contributions Rpt F990$1,960,278NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$3,151,300NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$112,311NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Equipment23$1,794,806Market value
Yes (X)Consumables6$189,172Market value
FieldValueIRS element (for citing)
Form8283 Received3Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I LINES 1-28, COLUMN BTHE UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsTHE UNIVERSITY WILL, ON OCCASION CONTRACT WITH A THIRD PARTY FOR THE PURPOSE OF DISPOSING OF CONTRIBUTED ASSETS THAT IT DOES NOT HAVE FURTHER USE FOR AND WHICH ARE OF A SPECIALIZED NATURE.
Schedule M, Part I Explanations of reporting method for number of contributionsArt - Works of art - Number of contributions Securities - Publicly traded - Number of contributions Collectibles - Number of contributions Other - Equipment Number of contributions Other - Consumables Number of contributions

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsCOMPLEMAR PARTNERS INC: SUSAN R HOLLIDAY (BOARD MEMBER) AND CHRISTINE B WHITMAN (CHAIR AND CEO) - Business relationship, VNOMICS CORP: RICHARD A KAPLAN (DIRECTOR) AND RONALD L ZARRELLA (CHAIR, OWNER OF > 10% OF COMPANY) - Business relationship, FINANCIAL INSTITUTIONS INC: SUSAN HOLLIDAY (VICE CHAIR AND DIRECTOR) AND KIM VANGELDER (DIRECTOR ) - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyPRIOR TO FILING THE RETURN, THE PREPARED RIT FORM 990 WAS PROVIDED TO THE MEMBERS OF THE AUDIT COMMITTEE AND SUBSEQUENTLY PRESENTED FOR REVIEW AT A REGULARLY SCHEDULED AUDIT COMMITTEE MEETING. PRIOR TO FILING THE RETURN, IT WAS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES VIA A SECURED WEBSITE.
Form 990, Part VI, Line 12c Conflict of interest policyTHE UNIVERSITY'S CONFLICT OF INTEREST POLICY APPLIES TO ALL MEMBERS OF THE BOARD OF TRUSTEES. ALL TRUSTEES AND OFFICERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS SOON AS POSSIBLE. ADDITIONALLY, ON AN ANNUAL BASIS, THE SECRETARY OF THE UNIVERSITY DISTRIBUTES A CONFLICT OF INTEREST DISCLOSURE FORM TO ALL TRUSTEES AND OFFICERS SOLICITING DISCLOSURE OF ANY ACTUAL OR POTENTIAL CONFLICTS. FOLLOWING THE RECEIPT OF INFORMATION CONCERNING A CONTRACT OR TRANSACTION INVOLVING A POTENTIAL CONFLICT OF INTEREST, THE SECRETARY OF THE UNIVERSITY WILL ARRANGE FOR THE CONFLICT OF INTEREST SUBCOMMITTEE TO CONSIDER THE MATERIAL FACTS CONCERNING THE FAIRNESS AND BUSINESS CASE OF THE PROPOSED CONTRACT OR TRANSACTION. THE COMMITTEE SHALL APPROVE ONLY THOSE CONTRACTS OR TRANSACTIONS IN WHICH THE TERMS ARE FAIR AND REASONABLE TO THE UNIVERSITY AND THE ARRANGEMENTS ARE CONSISTENT WITH THE BEST INTERESTS OF THE UNIVERSITY. IN ANY EVENT, SUCH MEMBERS WILL NEITHER VOTE, NOR DISCHARGE HIS/HER DUTIES WITH RESPECT TO ANY MATTER CONCERNING A CONFLICT. THE COMMITTEE SHALL SET FORTH THE BASIS FOR ITS DECISION WITH RESPECT TO APPROVAL OF CONTRACTS OR TRANSACTIONS INVOLVING CONFLICTS OF INTEREST IN THE MINUTES OF THE MEETING AT WHICH THE DECISION IS MADE, INCLUDING THE BASIS FOR DETERMINING THAT THE CONSIDERATION TO BE PAID IS FAIR TO THE UNIVERSITY. THE INDIVIDUAL CONFLICT OF INTEREST AND COMMITMENT (ICIC) POLICY REQUIRES ALL REGULAR RIT FACULTY AND STAFF TO DISCLOSE POTENTIAL, REAL, OR PERCEIVED CONFLICTS OF INTEREST OR COMMITMENT ANNUALLY TO THEIR IMMEDIATE SUPERVISOR. ADDITIONALLY, THE ICIC POLICY REQUIRES THAT EMPLOYEES SUBMIT AN ANNUAL DISCLOSURE AND/OR A DISCLOSURE WHEN CIRCUMSTANCES CHANGE THAT MAY CREATE A POTENTIAL, REAL, OR PERCEIVED CONFLICT.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTHE EXECUTIVE COMPENSATION SUBCOMMITTEE SHALL DECIDE UPON MATTERS OF EXECUTIVE SALARY AND BENEFITS, AND ANNUALLY SHALL REVIEW THE COMPENSATION OF THE OFFICERS OF THE UNIVERSITY, MAKING A RECOMMENDATION CONCERNING THE SAME TO THE EXECUTIVE COMMITTEE FOR ITS FINAL APPROVAL. THE PRESIDENT ANNUALLY WILL MEET WITH THE EXECUTIVE COMPENSATION SUBCOMMITTEE AND PROVIDE IT WITH AN EVALUATION OF THE OFFICERS OF THE UNIVERSITY OTHER THAN THE PRESIDENT, AND A PROPOSAL FOR THEIR COMPENSATION. THE CHAIR OF THE BOARD OF TRUSTEES ANNUALLY WILL MEET WITH THE EXECUTIVE COMPENSATION SUBCOMMITTEE AND PROVIDE IT WITH AN EVALUATION OF THE PRESIDENT AND A PROPOSAL FOR THE PRESIDENT'S COMPENSATION. BIENNIALLY THE EXECUTIVE COMPENSATION SUBCOMMITTEE UTILIZES VARIOUS TOOLS TO REVIEW THE COMPENSATION FOR THE OFFICERS: INDEPENDENT CONSULTANT AND COMPENSATION SURVEY BASED ON A SALARY ANALYSIS OF COMPARABLE POSITIONS IN LIKE CIRCUMSTANCES.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesTHE EXECUTIVE COMPENSATION SUBCOMMITTEE REVIEWS THE PROPOSED SALARIES OF THE FOLLOWING POSITIONS: PRESIDENT; PROVOST AND SVP ACADEMIC AFFAIRS; SVP FINANCE AND ADMINISTRATION; VP ENROLLMENT MANAGEMENT & ASSOC PROVOST; VP RESEARCH; VP UNIVERSITY ADVANCEMENT; SVP STUDENT AFFAIRS; PRESIDENT NTID & VP AND DEAN RIT; VP GOVT AND COMMUNITY RELATIONS; VP CHIEF MARKETING OFFICER; VP & GENERAL COUNSEL; VP & SECRETARY OF THE INSTITUTE; AND VP & ASSOC PROVOST FOR DIVERSITY & INCLUSION. THE EXECUTIVE COMPENSATION SUBCOMMITTEE SHALL SET FORTH THE BASIS FOR ITS DECISIONS WITH RESPECT TO COMPENSATION IN THE MINUTES OF THE MEETING AT WHICH THE DECISIONS ARE MADE, INCLUDING THE PRIMARY CONCLUSIONS OF THE EVALUATION AND THE BASIS FOR DETERMINING THAT THE INDIVIDUAL'S COMPENSATION WAS REASONABLE IN LIGHT OF THE EVALUATION AND COMPARABILITY DATA. THE EXECUTIVE COMPENSATION SUBCOMMITTEE REPORTS ANNUALLY TO THE FINANCE COMMITTEE AND TO THE FULL BOARD CONCERNING THE EVALUATION OF OFFICERS AND THE ESTABLISHMENT OF THEIR COMPENSATION.
Form 990, Part VI, Line 19 Required documents available to the publicTHE FOLLOWING DOCUMENTS ARE AVAILABLE AT THE UNIVERSITY'S WEBSITE AT WWW.RIT.EDU: 1) LIST OF MEMBERS OF THE BOARD OF TRUSTEES; 2) CONSOLIDATED AUDITED FINANCIAL STATEMENTS; AND 3) UNIVERSITY POLICY AND PROCEDURES INFORMATION AND RESOURCES. ADDITIONALLY, THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
Form 990, Part VII, Section A Line 25VANESSA J HERMAN: VP GOVT & COMMUNITY RELATIONS: DUTIES BEGAN IN JANUARY 2021. HENCE, NO REPORTABLE COMPENSATION FOR CALENDAR YEAR ENDING DECEMBER 31, 2020.
Form 990, Part VII, Section A LINE 4DANIEL ORNT: PROFESSOR: RESIGNED PREVIOUS POSITION OF VP AND DEAN INST OF HEALTH SCIENCES AND TECH ON JUNE 30, 2020 AND TITLE EFFECTIVE JULY 1, 2020 IS PROFESSOR.
Form 990, Part VII, Section A LINE 18CHRISTINE M LICATA: FORMER INTERIM PROVOST: RESIGNED PREVIOUS POSITION OF INTERIM PROVOST ON AUGUST 18, 2018 AND IS NOW VICE PROVOST FOR ACADEMIC AFFAIRS.
Form 990, Part VII, Section A LINE 19KATHERINE J MAYBERRY: FORMER VP FOR STRATEGIC PLANNING AND SPECIAL INITIATIVES: RESIGNED PREVIOUS POSITION OF VP FOR STRATEGIC PLANNING AND SPECIAL INITIATIVES ON JUNE 30, 2019 AND IS NOW SENIOR ADVISOR FOR STUDENT DIVERSITY OUTREACH, ENROLLMENT AND RETENTION.
Form 990, Part VII, Section A LINE 21KAREN A BARROWS: FORMER SECRETARY OF THE INSTITUTE AND CHIEF OF STAFF: RESIGNED PREVIOUS POSITION OF SECRETARY OF THE INSTITUTE ON MARCH 9, 2020 AND IS NOW CHIEF OF STAFF.
Form 990, Part VIII, Line 2f Other Program Service RevenueAll Other Program Services Revenue - Total Revenue: 6259592, Related or Exempt Function Revenue: 5969957, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 289635;
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueOther - Total Revenue: 1614598, Related or Exempt Function Revenue: 750304, Unrelated Business Revenue: 506915, Revenue Excluded from Tax Under Sections 512, 513, or 514: 357379;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
5257 W HENRIETTA ROAD LLC
5257 W HENRIETTA RDHENRIETTANY14586161609483OWN REAL PROPERTYNY$3,373,734$23,810,338ROCHESTER INSTITUTE OF TECHNOLOGY
MAGIC SPELL STUDIOS LLC
ONE LOMB MEMORIAL DRIVEROCHESTERNY14623464163650DIGITAL RESEARCH CENTERNY$96,478$42,335ROCHESTER INSTITUTE OF TECHNOLOGY
RIT VENTURE FUND I LLC
5 LOMB MEMORIAL DRIVEROCHESTERNY14623455183880INVESTMENTSDE$8,933$203,312ROCHESTER INSTITUTE OF TECHNOLOGY

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
RIT GLOBAL DELIVERY CORPORATION
7 LOMB MEMORIAL DRIVEROCHESTERNY14623201151703EDUCATIONAL PURPOSESNY501(c)(3)11ROCHESTER INSTITUTE OF TECHNOLOGYfalse
RIT CAMPUS CLUB INC
39 LOMB MEMORIAL DRIVEROCHESTERNY14623161201526SUPPORT RITNY501(c)(3)11ROCHESTER INSTITUTE OF TECHNOLOGYfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
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 OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
RIT CAMPUS CLUB INC
A$740,766
RIT CAMPUS CLUB INC
L$1,797,492
RIT CAMPUS CLUB INC
R$1,480,462
RIT GLOBAL DELIVERY CORPORATION
S$974,261