ROCHESTER INSTITUTE OF TECHNOLOGY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROCHESTER INSTITUTE OF TECHNOLOGY (EIN 16-0743140)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-11
- IRS object ID
- 201641329349303199
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T18:00:20-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160743140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rochester Institute of Technology | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCH | BusinessNameControlTxt |
| Phone | 5854752383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 Lomb Memorial Drive | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14623 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James H Watters | PersonNm |
| Person Title | Sr VP Finance & Administration | PersonTitleTxt |
| Signature | 2016-05-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William Destler | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 Lomb Memorial Drive | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $868,210,007 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.rit.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1830 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THROUGH A UNIQUE BLEND OF CURRICULAR, EXPERIENTIAL, AND RESEARCH PROGRAMS DELIVERED WITHIN A STUDENT-CENTRIC CULTURE, ROCHESTER INSTITUTE OF TECHNOLOGY PREPARES ITS STUDENTS FOR SUCCESSFUL CAREERS IN A GLOBAL SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 47 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 12216 | TotalEmployeeCnt |
| Total Volunteers | 3431 | TotalVolunteersCnt |
| Total Gross UBI | $3,648,177 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$3,509,823 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $118,245,235 | PYContributionsGrantsAmt |
| CY Contributions Grants | $124,963,942 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $504,649,688 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $528,170,839 | CYProgramServiceRevenueAmt |
| PY Investment Income | $50,634,920 | PYInvestmentIncomeAmt |
| CY Investment Income | $38,578,155 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,443,886 | PYOtherRevenueAmt |
| CY Other Revenue | $9,949,865 | CYOtherRevenueAmt |
| PY Total Revenue | $682,973,729 | PYTotalRevenueAmt |
| CY Total Revenue | $701,662,801 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $160,759,512 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $171,690,021 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $324,621,538 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $332,543,704 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $143,534 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $93,275 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,961,922 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $169,981,413 | PYOtherExpensesAmt |
| CY Other Expenses | $158,011,959 | CYOtherExpensesAmt |
| PY Total Expenses | $655,505,997 | PYTotalExpensesAmt |
| CY Total Expenses | $662,338,959 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $27,467,732 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $39,323,842 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,711,097,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,726,065,715 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $563,676,662 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $559,195,258 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,147,420,909 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,166,870,457 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THROUGH A UNIQUE BLEND OF CURRICULAR, EXPERIENTIAL, AND RESEARCH PROGRAMS DELIVERED WITHIN A STUDENT-CENTRIC CULTURE, ROCHESTER INSTITUTE OF TECHNOLOGY PREPARES ITS STUDENT FOR SUCCESSFUL CAREERS IN A GLOBAL SOCIETY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $451,621,567 | ExpenseAmt |
| Grant | $168,006,906 | GrantAmt |
| Revenue | $435,442,412 | RevenueAmt |
| Desc | INSTRUCTION AND ACADEMIC SUPPORT - ESTABLISHED IN 1829, RIT IS A PRIVATE COEDUCATIONAL UNIVERSITY LOCATED IN UPSTATE NEW YORK, WITH APPROXIMATELY 18,100 FULL AND PART-TIME UNDERGRADUATE AND GRADUATE STUDENTS. RIT IS COMPRISED OF NINE COLLEGES OFFERING MORE THAN 200 GRADUATE AND UNDERGRADUATE PROGRAMS. NTID (NATIONAL TECHNICAL INSTITUTE FOR THE DEAF), ONE OF RIT'S COLLEGES, IS THE WORLD'S FIRST AND LARGEST TECHNICAL COLLEGE FOR DEAF STUDENTS WITH APPROXIMATELY 1,400 STUDENTS FROM THE UNITED STATES AND ABROAD. FOR THE PAST 20 YEARS, US NEWS AND WORLD REPORT HAS RANKED RIT FIRST OR SECOND IN ACADEMIC REPUTATION AMONG REGIONAL UNIVERSITIES IN THE NORTH. OVER THE PRECEDING 10 YEARS, TOTAL FALL ENROLLMENT HAS INCREASED 2,717 FULL TIME EQUIVALENTS (FTES) OR 22.0% FROM 12,336 IN 2004 TO 15,053 IN 2014. TOTAL SCHOLARSHIPS INCREASED 6.9% OVER THE PRIOR YEAR AND INSTITUTIONALLY FUNDED SCHOLARSHIPS INCREASED BY 7.1% OVER THE PRIOR YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $116,417,001 | ExpenseAmt |
| Grant | $50,345 | GrantAmt |
| Revenue | $88,551,635 | RevenueAmt |
| Desc | STUDENT 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 & SERVICES OF AUXILIARY ENTERPRISES GENERATED TOTAL REVENUE OF $81.6 MILLION, AN INCREASE OF $2.5 MILLION OVER THE PRIOR YEAR. SURPLUSES FROM AUXILIARY OPERATIONS SUPPORT THE OPERATING BUDGET OF THE UNIVERSITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $39,013,386 | ExpenseAmt |
| Grant | $3,632,770 | GrantAmt |
| Revenue | $4,176,792 | RevenueAmt |
| Desc | RESEARCH 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $607,051,954 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1163 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 12216 | 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 | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | HR | ForeignCountryCd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 47 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | 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 | Yes (true) | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lyn Kelly | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5854752383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Lomb Memorial Drive | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 146235603 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (68 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| WILLIAM W DESTLER | ||||||||
| PRESIDENT | 40.00 | 0.10 | Yes (X) | Yes (X) | $858,867 | $0 | $92,271 | |
| WILLEM APPELO | ||||||||
| TRUSTEE | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| BROOKS H BOWER | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW N BRENNEMAN | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES S BROWN JR | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM A BUCKINGHAM | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| DAVID J BURNS | ||||||||
| TRUSTEE | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| ANN L BURR | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ESSIE L CALHOUN-MCDAVID | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MARK C CLEMENT | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD M DASTIN | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT DOBIES | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| NANCY L FEIN | ||||||||
| TRUSTEE | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| MARIANNE GOFF | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR A GOSNELL | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN H HALL | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY K HARRIS | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| FRANK S HERMANCE | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN R HOLLIDAY | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JAY T HOLMES | ||||||||
| TRUSTEE | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL T HUBBARD JR | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS F JUDSON JR | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD A KAPLAN | ||||||||
| TRUSTEE | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| JOYCE B KLEMMER | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| AUSTIN W MCCHORD | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ROOSEVELT MERCER JR | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT D MOORE JR | ||||||||
| TRUSTEE | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD M MOWL JR | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| HENRY D NAVAS | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN P O'SHAUGHNESSY | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA A PARKER | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| WOLFGANG PFIZENMAIER | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| GERARD Q PIERCE | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN M PUGLIA | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT W RICE | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS S RICHARDS | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN J RILEY | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD E SANDS | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JANET F SANSONE | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN L SCHULTZ | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| FRANK S SKLARSKY | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN J SURACE | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| SHARON TING | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| HARRY P TRUEHEART III | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| DONALD J TRUESDALE | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| KIM E VANGELDER | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RICARDO A VENEGAS | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JUDY B VON BUCHER | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| CHESTER N WATSON | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE B WHITMAN | ||||||||
| TRUSTEE | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| RONALD L ZARRELLA | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| KAREN A BARROWS | ||||||||
| SECRETARY OF THE INST AND CHIEF OF STAFF | 40.00 | Yes (X) | $120,001 | $0 | $19,166 | |||
| GERARD BUCKLEY | ||||||||
| PRESIDENT NTID, VP AND DEAN RIT | 40.00 | Yes (X) | $298,509 | $0 | $44,928 | |||
| LISA A CAUDA | ||||||||
| VP DEVELOPMENT AND ALUMNI RELATIONS | 40.00 | Yes (X) | $284,410 | $0 | $38,942 | |||
| JEREMY A HAEFNER | ||||||||
| PROVOST AND SVP ACADEMIC AFFAIRS | 40.00 | 0.10 | Yes (X) | $464,826 | $0 | $65,888 | ||
| SANDRA S JOHNSON | ||||||||
| SVP STUDENT AFFAIRS | 40.00 | Yes (X) | $157,760 | $0 | $14,973 | |||
| KATHERINE J MAYBERRY | ||||||||
| VP FOR STRATEGIC PLANNING AND SPECIAL INITIATIVES | 40.00 | Yes (X) | $231,981 | $0 | $38,453 | |||
| KEVIN MCDONALD | ||||||||
| VP AND ASSOC PROVOST FOR DIVERSITY AND INCLUSION | 40.00 | Yes (X) | $209,032 | $0 | $48,174 | |||
| JAMES G MILLER | ||||||||
| SVP ENROLLMENT MGMT AND CAREER SVCS | 40.00 | 0.10 | Yes (X) | $351,884 | $0 | $42,152 | ||
| DANIEL ORNT | ||||||||
| VP AND DEAN OF INST OF HEALTH SCIENCES AND TECH | 40.00 | Yes (X) | $401,961 | $0 | $35,574 | |||
| RYNE RAFFAELLE | ||||||||
| VP FOR RESEARCH AND ASSOC PROVOST | 40.00 | Yes (X) | $263,393 | $0 | $80,914 | |||
| DEBORAH M STENDARDI | ||||||||
| VP GOVT AND COMMUNITY RELATIONS | 40.00 | Yes (X) | $244,110 | $0 | $45,139 | |||
| JAMES H WATTERS | ||||||||
| SVP FINANCE AND ADMINISTRATION | 40.00 | 0.10 | Yes (X) | $473,967 | $0 | $62,536 | ||
| DONALD F FIGER | ||||||||
| PROF AND DIR CENTER FOR DETECTORS | 40.00 | $273,422 | $0 | $41,155 | Yes (X) | |||
| NABIL Z NASR | ||||||||
| ASST PROVOST, DIR GOLISANO INST OF SUSTAINABILITY | 40.00 | $400,945 | $0 | $47,289 | Yes (X) | |||
| DT OGILVIE | ||||||||
| DISTINGUISHED PROFESSOR OF URBAN ENTREPRENEURSHIP | 40.00 | $303,312 | $0 | $33,737 | Yes (X) | |||
| HARVEY PALMER | ||||||||
| DEAN, KATE GLEASON COLLEGE OF ENGINEERING | 40.00 | $266,599 | $0 | $44,335 | Yes (X) | |||
| ANDREW SEARS | ||||||||
| DEAN, GOLISANO COLLEGE OF COMPUTING AND INFO SCIENCES | 40.00 | $293,027 | $0 | $62,029 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,898,006 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $857,655 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 456 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMERICAN CAMPUS COMMUNITIES OPERATING PTP LLC | |||||
| 400 PARK POINT DRIVE | ROCHESTER | NY | 14623 | RENT | $800,000 |
| BOND SCHOENECK & KING | |||||
| ONE LINCOLN CENTER | SYRACUSE | NY | 132021355 | LEGAL SERVICES | $586,416 |
| HBT ARCHITECTS LLP | |||||
| 16 SOUTH MAIN ST | PITTSFORD | NY | 14534 | ARCHITECTURAL SERVICES | $408,211 |
| PRICEWATERHOUSE COOPERS LLP | |||||
| PO BOX 7247-8001 | PHILADELPHIA | PA | 19170 | AUDITING SERVICES | $264,912 |
| WAYNE DE LUONG | |||||
| 53 MAPLE VALLEY CRESCENT | ROCHESTER | NY | 14623 | FOOD SERVICE | $227,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $31,322 | FundraisingAmt |
| Government Grants | $100,705,864 | GovernmentGrantsAmt |
| All Other Contributions | $24,226,756 | AllOtherContributionsAmt |
| Noncash Contributions | $7,879,812 | NoncashContributionsAmt |
| Total Contributions | $124,963,942 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| TUITION | 900099 | $441,524,441 | $441,524,441 | ||
| AUXILIARY SERVICES | 721000 | $71,837,921 | $71,837,921 | ||
| RESEARCH | 900099 | $1,639,907 | $987,884 | $652,023 | |
| NONCREDIT INSTRUCTION | 900099 | $3,739,046 | $3,596,771 | $142,275 | |
| FEES | 713990 | $2,192,520 | $2,192,520 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,237,004 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,818,399 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $223,217 | UnrelatedBusinessRevenueAmt |
| Exclusion | $195,388 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $528,170,839 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,840,285 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,067,758 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,908,043 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,309 | TotalRevenueColumnAmt |
| Exclusion | $14,309 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $368,046 | TotalRevenueColumnAmt |
| Exclusion | $368,046 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $715,936 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $686,144 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,792 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,792 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,529 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $9,263 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $188,546,723 | SecuritiesAmt |
| Other | $2,994 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $165,317,994 | SecuritiesAmt |
| Other | $508,162 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,228,729 | SecuritiesAmt |
| Other | -$505,168 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,723,561 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,994 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $22,720,567 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $30,633 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $34,906 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,273 | TotalRevenueColumnAmt |
| Exclusion | -$4,273 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|---|
| RIT INN AND CONFERENCE CENTER | 721110 | $3,550,076 | $3,550,076 | ||
| BOOKSTORE COMMISSIONS | 451211 | $971,660 | $971,660 | ||
| PARKING | 812930 | $1,283,536 | $1,283,536 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,751,028 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,671,884 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,148,344 | UnrelatedBusinessRevenueAmt |
| Exclusion | $930,800 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,556,300 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $701,662,801 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $454,918,554 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,648,177 | UnrelatedBusinessRevenueAmt |
| Exclusion | $118,132,128 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,711 | TotalAmt |
| Program Services | $405,711 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,220,593 | TotalAmt |
| Program Services | $171,220,593 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,717 | TotalAmt |
| Program Services | $63,717 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,644,402 | TotalAmt |
| Program Services | $1,440,056 | ProgramServicesAmt |
| Management And General | $2,416,090 | ManagementAndGeneralAmt |
| Fundraising | $788,256 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,383,384 | TotalAmt |
| Program Services | $226,602,750 | ProgramServicesAmt |
| Management And General | $18,938,362 | ManagementAndGeneralAmt |
| Fundraising | $4,842,272 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,214,507 | TotalAmt |
| Program Services | $17,103,865 | ProgramServicesAmt |
| Management And General | $1,685,503 | ManagementAndGeneralAmt |
| Fundraising | $425,139 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,542,224 | TotalAmt |
| Program Services | $36,687,893 | ProgramServicesAmt |
| Management And General | $3,619,708 | ManagementAndGeneralAmt |
| Fundraising | $1,234,623 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,759,187 | TotalAmt |
| Program Services | $14,918,253 | ProgramServicesAmt |
| Management And General | $1,470,121 | ManagementAndGeneralAmt |
| Fundraising | $370,813 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,173 | TotalAmt |
| Program Services | $74,213 | ProgramServicesAmt |
| Management And General | $205,960 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,442,430 | TotalAmt |
| Program Services | $319,152 | ProgramServicesAmt |
| Management And General | $1,122,922 | ManagementAndGeneralAmt |
| Fundraising | $356 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,333 | TotalAmt |
| Program Services | $790 | ProgramServicesAmt |
| Management And General | $332,543 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,384 | TotalAmt |
| Management And General | $302,765 | ManagementAndGeneralAmt |
| Fundraising | $13,619 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,275 | TotalAmt |
| Fundraising | $93,275 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,040 | TotalAmt |
| Management And General | $272,040 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,104,625 | TotalAmt |
| Program Services | $20,872,333 | ProgramServicesAmt |
| Management And General | $3,999,152 | ManagementAndGeneralAmt |
| Fundraising | $233,140 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,253,156 | TotalAmt |
| Program Services | $1,056,786 | ProgramServicesAmt |
| Management And General | $184,658 | ManagementAndGeneralAmt |
| Fundraising | $11,712 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,759,634 | TotalAmt |
| Program Services | $34,455,972 | ProgramServicesAmt |
| Management And General | $4,011,215 | ManagementAndGeneralAmt |
| Fundraising | $292,447 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,944,041 | TotalAmt |
| Program Services | $4,388,136 | ProgramServicesAmt |
| Management And General | $448,592 | ManagementAndGeneralAmt |
| Fundraising | $107,313 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,372 | TotalAmt |
| Program Services | $42,333 | ProgramServicesAmt |
| Fundraising | $39 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,760,554 | TotalAmt |
| Program Services | $10,330,511 | ProgramServicesAmt |
| Management And General | $426,907 | ManagementAndGeneralAmt |
| Fundraising | $3,136 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,923,012 | TotalAmt |
| Program Services | $10,605,745 | ProgramServicesAmt |
| Management And General | $911,095 | ManagementAndGeneralAmt |
| Fundraising | $406,172 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,505 | TotalAmt |
| Program Services | $3,505 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,818,894 | TotalAmt |
| Program Services | $9,342,630 | ProgramServicesAmt |
| Management And General | $476,264 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,282,530 | TotalAmt |
| Program Services | $34,461,785 | ProgramServicesAmt |
| Management And General | $2,820,745 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,854,574 | TotalAmt |
| Program Services | $1,774,076 | ProgramServicesAmt |
| Management And General | $67,010 | ManagementAndGeneralAmt |
| Fundraising | $13,488 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| POSTRETIREMENT BENEFITS ASC 715 | $16,289,605 | $14,500,253 | $1,749,761 | $39,591 |
| BAD DEBT EXPENSE | $1,212,208 | $70,775 | $1,141,038 | $395 |
| EXPENSE RECOVERIES FROM AFFILIATES | -$2,751,130 | -$2,751,130 | ||
| ASSET RETIREMENT OBLIGATIONS | -$1,369,065 | -$1,305,267 | -$63,798 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,084 | TotalAmt |
| Program Services | $366,518 | ProgramServicesAmt |
| Management And General | -$213,570 | ManagementAndGeneralAmt |
| Fundraising | $86,136 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,338,959 | TotalAmt |
| Program Services | $607,051,954 | ProgramServicesAmt |
| Management And General | $46,325,083 | ManagementAndGeneralAmt |
| Fundraising | $8,961,922 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,848,768 | BOYAmt |
| EOY | $553,106 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,838,692 | BOYAmt |
| EOY | $50,130,162 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,767,767 | BOYAmt |
| EOY | $34,828,434 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,198,463 | BOYAmt |
| EOY | $59,356,850 | 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 |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,330,555 | BOYAmt |
| EOY | $1,320,811 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,771,822 | BOYAmt |
| EOY | $8,291,391 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,108,918,966 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $462,386,808 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,217,516 | BOYAmt |
| EOY | $646,532,158 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,738,348 | BOYAmt |
| EOY | $282,115,202 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $626,677,071 | BOYAmt |
| EOY | $637,296,480 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
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 | $4,708,569 | BOYAmt |
| EOY | $5,641,121 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,711,097,571 | BOYAmt |
| EOY | $1,726,065,715 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,957,557 | BOYAmt |
| EOY | $40,490,208 | 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 | $26,097,071 | BOYAmt |
| EOY | $25,317,138 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,994,304 | BOYAmt |
| EOY | $282,869,457 | 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 |
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 | $199,627,730 | BOYAmt |
| EOY | $210,518,455 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,676,662 | BOYAmt |
| EOY | $559,195,258 | EOYAmt |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $739,251,581 | BOYAmt |
| EOY | $763,094,069 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,397,787 | BOYAmt |
| EOY | $253,458,940 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,771,541 | BOYAmt |
| EOY | $150,317,448 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,147,420,909 | BOYAmt |
| EOY | $1,166,870,457 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,711,097,571 | BOYAmt |
| EOY | $1,726,065,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $39,323,842 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$19,681,626 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$192,668 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $125,065,640 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,524,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,797,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,154,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,957,324 | CurrentTaxYearAmt |
| Total | $624,499,560 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $125,065,640 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,524,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,797,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,154,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,957,324 | CurrentTaxYearAmt |
| Total | $624,499,560 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $624,499,560 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,131,954 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,855,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,327,954 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,909,633 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,006,334 | CurrentTaxYearAmt |
| Total | $77,231,532 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,710,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,596,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,813,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,905,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,933,093 | CurrentTaxYearAmt |
| Total | $12,959,239 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $714,690,331 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,103,150,107 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.8738 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8786 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - COMMISSIONS - BOOKSTORE, COLUMN A - 915249.0, COLUMN B - 972474.0, COLUMN C - 971660.0, COLUMN D - 971660.0, COLUMN E - 971660.0, COLUMN F - 4802703.0; DESCRIPTION - MARGARETS HOUSE, COLUMN A - 808952.0, COLUMN B - 818697.0, COLUMN C - 765357.0, COLUMN D - 848998.0, COLUMN E - 887201.0, COLUMN F - 4129205.0; DESCRIPTION - ALL OTHER REVENUE, COLUMN A - 2986689.0, COLUMN B - 805488.0, COLUMN C - 76084.0, COLUMN D - 84838.0, COLUMN E - 74232.0, COLUMN F - 4027331.0; | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $372,198 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $372,198 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $606,679,756 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $607,051,954 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $395,962 | CurrentYearMinus3Amt |
| Current Year Minus2 | $379,134 | CurrentYearMinus2Amt |
| Current Year Minus1 | $346,300 | CurrentYearMinus1Amt |
| Current Year | $372,198 | CurrentYearAmt |
| Total | $1,493,594 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 32.0 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $555,934 | RevenuesIncludedAmt |
| Assets Included | $10,029,191 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $753,950,862 | BeginningYearBalanceAmt |
| Contributions | $16,583,606 | ContributionsAmt |
| Investment Earnings Or Losses | $17,755,661 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,830,883 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,522,909 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $761,936,337 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $669,331,907 | BeginningYearBalanceAmt |
| Contributions | $7,171,686 | ContributionsAmt |
| Investment Earnings Or Losses | $105,705,608 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,605,396 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,652,943 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $753,950,862 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $628,328,362 | BeginningYearBalanceAmt |
| Contributions | $4,654,227 | ContributionsAmt |
| Investment Earnings Or Losses | $62,099,043 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,636,972 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,112,753 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $669,331,907 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $640,962,040 | BeginningYearBalanceAmt |
| Contributions | $1,676,001 | ContributionsAmt |
| Investment Earnings Or Losses | $11,769,898 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,708,063 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,371,514 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $628,328,362 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $559,539,414 | BeginningYearBalanceAmt |
| Contributions | $6,852,732 | ContributionsAmt |
| Investment Earnings Or Losses | $97,039,041 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,751,946 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,717,201 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $640,962,040 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.526 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.1937 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.2803 | 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 | $10,758,030 | OtherCostOrOtherBasisAmt |
| Book Value | $10,758,030 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $934,070,424 | OtherCostOrOtherBasisAmt |
| Depreciation | $367,893,777 | DepreciationAmt |
| Book Value | $566,176,647 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $148,593,929 | OtherCostOrOtherBasisAmt |
| Depreciation | $94,493,031 | DepreciationAmt |
| Book Value | $54,100,898 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,496,583 | OtherCostOrOtherBasisAmt |
| Book Value | $15,496,583 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $646,532,158 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTEREST IN TRUSTS | $1,704,804 | F |
| CASH SURRENDER VALUE OF LIFE INSURANCE | $140,799 | F |
| COMMINGLED EQUITY FUNDS | $253,093,439 | F |
| COMMINGLED FIXED INCOME FUNDS | $18,038,121 | F |
| PRIVATE PLACEMENTS | $182,533,938 | F |
| HEDGE FUNDS | $163,508,245 | F |
| CDAR HELD FOR INVESTMENT | $18,277,134 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $637,296,480 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL PERKINS LOAN PROGRAM | $22,063,856 |
| ASSET RETIREMENT OBLIGATIONS | $21,091,383 |
| ASC 715 POSTRETIREMENT BENEFITS OBLIGATION | $163,957,697 |
| ALL OTHER LIABILITIES | $3,405,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $210,518,455 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 1 ASC 740 FOOTNOTE, INCOME TAXES | The University and its consolidated 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 D, Part II, Line 9 Conservation easements financial reporting | IN 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 collections | THE 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 funds | THE 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 E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | RIT'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 GOVERNMENT | THE 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. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $167,317,765 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $7,049,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $174,367,133 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $174,367,133 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| Sub-Saharan Africa | RESEARCH OF PROMOTING SPATIAL THINKING IN RESOURCE MGMT | $22,731 | WIRE | 0 |
| Sub-Saharan Africa | RESEARCH OF PROMOTING SPATIAL THINKING IN RESOURCE MGMT | $40,986 | WIRE | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (true) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| BENTZ WHALEY FLESSNER INC | ||||||||
| 7251OHMS LANE | MINNEAPOLIS | MN | 55439 | CAMPAIGN FEASABILITY | false | $0 | $19,090 | -$19,090 |
| BRAKELEY BRISCOE | ||||||||
| 322 W BELLEVUE AVE | SAN MATEO | CA | 94402 | CAMPAIGN CONSULTANT | false | $0 | $66,726 | -$66,726 |
| USEED | ||||||||
| 1898 E CARMEN ST | TEMPE | AZ | 85283 | CROWDSOURCE CONSULTANT | false | $0 | $7,459 | -$7,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $93,275 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$93,275 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TIGER OPEN GOLF | Event1Nm |
| Gross Receipts Event1 | $39,384 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $19,345 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,039 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $229 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,920 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,891 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,245 | OtherDirectExpensesEvent1Amt |
| Event2 | RITZ DINNER | Event2Nm |
| Gross Receipts Event2 | $11,886 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,112 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,774 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $2,430 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $8,585 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $300 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $4,306 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $10,685 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $6,865 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $3,820 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $61,955 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $31,322 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $30,633 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $229 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,350 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,476 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $300 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,551 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $34,906 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,273 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule G, Part I, Line 2b Bentz, Whaley, Flessner, Inc | Bentz, Whaley, Flessner, Inc was engaged to conduct a campaign feasibility study for the University. Amount paid (column v) includes professional fees, out-of-pocket expenses incurred in performing services which include travel costs, long-distance telephone charges, administrative support, research tools, photocopying, postage, etc. |
| Schedule G, Part I, Line 2b Brakeley Briscoe | Brakeley Briscoe was engaged as a fundraising consultant with respect to a potential capital campaign. Amount paid (column v) includes consulting fees and direct expenses associated with the project that includes travel, meals, entertainment costs, express document delivery charges, telephone conferencing costs, and document printing, photocopying, and binding. Brakeley Briscoe has advised the University that it is a fundraising consultant, and not a fundraiser. |
| Schedule G, Part I, Line 2b USEED | USEED is a crowdfunding service provider engaged by the University. Amount reported in column v represents consulting services provided with respect to crowdfunding initiatives. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 135613797 | 501C3 | $6,000 | GENERAL SUPPORT, EVENT SPONSORSHIP | |
| CTR FOR THE DEVELOPMENT OF TEEN EMPOWERMENT INC | ||||||||
| 48 RUTLAND ST | BOSTON | MA | 02118 | 043091002 | 501C3 | $5,400 | EVENT SPONSORSHIP | |
| GREATER ROCHESTER ENTERPRISE INC | ||||||||
| ONE HSBC PLAZA | ROCHESTER | NY | 14604 | 100000080 | 501C3 | $50,000 | GENERAL SUPPORT | 100 CHESTNUT ST SUITE 1919 |
| HENRIETTA FIRE DISTRICT | ||||||||
| 850 BAILEY RD | W HENRIETTA | NY | 14586 | 160974231 | STATE OF NY | $35,000 | GENERAL SUPPORT | |
| HIGH TECH ROCHESTER INC | ||||||||
| 159 LUCIUS GORDON DR SUITE 100 | W HENRIETTA | NY | 14586 | 161195028 | 501C3 | $35,000 | GENERAL SUPPORT, EVENT SPONSORSHIP | |
| NATIONAL ASSOCIATION OF THE DEAF | ||||||||
| 8630 FENTON ST SUITE 820 | SILVER SPRING | MD | 20910 | 941358295 | 501C3 | $10,000 | CONFERENCE SPONSORSHIP | |
| NEW YORK WINE & CULINARY CTR | ||||||||
| 800 S MAIN ST | CANANDAIGUA | NY | 14424 | 201682175 | 501C3 | $29,000 | GENERAL SUPPORT | |
| NEWBAY MEDIA LLC | ||||||||
| 28 EAST 28TH ST 12TH FLOOR | NEW YORK | NY | 10016 | 010873862 | $12,000 | EVENT SPONSORSHIP | ||
| ROCHESTER GENERAL HOSPITAL | ||||||||
| 1425 PORTLAND AVE | ROCHESTER | NY | 14621 | 160743134 | 501C3 | $6,000 | EVENT SPONSORSHIP | |
| WORLD ASSOC FOR COOPERATIVE EDUCATION INC | ||||||||
| WANNLANCIT BUSINESS CTR | LOWELL | MA | 08154 | 043279172 | 501C3 | $32,000 | GENERAL SUPPORT | 600 SUFFOLK |
| HENRIETTA VOLUNTEER AMBULANCE | ||||||||
| 280 CALKINS RD | ROCHESTER | NY | 14623 | 160813592 | 501C3 | $5,500 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIP | 13100 | $163,889,120 |
| GRADUATE RESEARCH ASSISTANCE | 344 | $4,708,690 |
| FELLOWSHIPS | 29 | $278,510 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 Description Of Procedure 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 I, Part III NUMBER OF RECIPIENTS | THE UNIVERSITY ESTIMATES THE NUMBER OF RECIPIENTS FROM RECORDS MAINTAINED IN OUR FINANCIAL AID (SCHOLARSHIPS) AND ACCOUNTS PAYABLE SYSTEM (GRADUATE RESEARCH ASSISTANCE STIPENDS AND FELLOWSHIPS) 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | false | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM W DESTLER | ||||||||||||||
| PRESIDENT | $800,330 | $0 | $49,278 | $0 | $9,259 | $0 | $23,400 | $0 | $68,871 | $0 | $951,138 | $0 | $0 | $0 |
| GERARD BUCKLEY | ||||||||||||||
| PRESIDENT NTID, VP AND DEAN RIT | $296,187 | $0 | $0 | $0 | $2,322 | $0 | $26,000 | $0 | $18,928 | $0 | $343,437 | $0 | $0 | $0 |
| LISA A CAUDA | ||||||||||||||
| VP DEVELOPMENT AND ALUMNI RELATIONS | $273,679 | $0 | $0 | $0 | $10,731 | $0 | $24,121 | $0 | $14,821 | $0 | $323,352 | $0 | $0 | $0 |
| JEREMY A HAEFNER | ||||||||||||||
| PROVOST AND SVP ACADEMIC AFFAIRS | $445,170 | $0 | $17,334 | $0 | $2,322 | $0 | $23,400 | $0 | $42,488 | $0 | $530,714 | $0 | $0 | $0 |
| SANDRA S JOHNSON | ||||||||||||||
| SVP STUDENT AFFAIRS | $154,817 | $0 | $0 | $0 | $2,943 | $0 | $13,950 | $0 | $1,023 | $0 | $172,733 | $0 | $0 | $0 |
| KATHERINE J MAYBERRY | ||||||||||||||
| VP FOR STRATEGIC PLANNING AND SPECIAL INITIATIVES | $221,501 | $0 | $0 | $0 | $10,480 | $0 | $22,681 | $0 | $15,772 | $0 | $270,434 | $0 | $0 | $0 |
| KEVIN MCDONALD | ||||||||||||||
| VP AND ASSOC PROVOST FOR DIVERSITY AND INCLUSION | $213,286 | $0 | $0 | $0 | -$4,254 | $0 | $19,998 | $0 | $28,176 | $0 | $257,206 | $0 | $0 | $0 |
| JAMES G MILLER | ||||||||||||||
| SVP ENROLLMENT MGMT AND CAREER SVCS | $333,721 | $0 | $6,803 | $0 | $11,360 | $0 | $26,000 | $0 | $16,152 | $0 | $394,036 | $0 | $0 | $0 |
| DANIEL ORNT | ||||||||||||||
| VP AND DEAN OF INST OF HEALTH SCIENCES AND TECH | $398,127 | $0 | $0 | $0 | $3,834 | $0 | $23,400 | $0 | $12,174 | $0 | $437,535 | $0 | $0 | $0 |
| RYNE RAFFAELLE | ||||||||||||||
| VP FOR RESEARCH AND ASSOC PROVOST | $262,051 | $0 | $0 | $0 | $1,342 | $0 | $26,000 | $0 | $54,914 | $0 | $344,307 | $0 | $0 | $0 |
| DEBORAH M STENDARDI | ||||||||||||||
| VP GOVT AND COMMUNITY RELATIONS | $236,661 | $0 | $0 | $0 | $7,449 | $0 | $24,628 | $0 | $20,511 | $0 | $289,249 | $0 | $0 | $0 |
| JAMES H WATTERS | ||||||||||||||
| SVP FINANCE AND ADMINISTRATION | $440,365 | $0 | $16,459 | $0 | $17,143 | $0 | $26,000 | $0 | $36,536 | $0 | $536,503 | $0 | $0 | $0 |
| DONALD F FIGER | ||||||||||||||
| PROF AND DIR CENTER FOR DETECTORS | $231,574 | $0 | $0 | $0 | $41,848 | $0 | $19,156 | $0 | $21,999 | $0 | $314,577 | $0 | $0 | $0 |
| NABIL Z NASR | ||||||||||||||
| ASST PROVOST, DIR GOLISANO INST OF SUSTAINABILITY | $397,381 | $0 | $0 | $0 | $3,564 | $0 | $26,000 | $0 | $21,289 | $0 | $448,234 | $0 | $0 | $0 |
| DT OGILVIE | ||||||||||||||
| DISTINGUISHED PROFESSOR OF URBAN ENTREPRENEURSHIP | $296,454 | $0 | $0 | $0 | $6,858 | $0 | $23,400 | $0 | $10,337 | $0 | $337,049 | $0 | $0 | $0 |
| HARVEY PALMER | ||||||||||||||
| DEAN, KATE GLEASON COLLEGE OF ENGINEERING | $257,241 | $0 | $0 | $0 | $9,358 | $0 | $26,000 | $0 | $18,335 | $0 | $310,934 | $0 | $0 | $0 |
| ANDREW SEARS | ||||||||||||||
| DEAN, GOLISANO COLLEGE OF COMPUTING AND INFO SCIENCES | $292,117 | $0 | $0 | $0 | $910 | $0 | $23,400 | $0 | $38,629 | $0 | $355,056 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 METHODS USED TO ESTABLISH COMPENSATION | THE 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 J, Part I, Line 1a Housing allowance or residence for personal use | DUE 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 fees | THE UNIVERSITY PAYS SOCIAL CLUB INITIATION FEES AND DUES FOR EIGHT OFFICERS 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 expenses | EACH 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 K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| DASNY RIT SERIES 2002B | ||||||||
| A | 146000293 | 64983QH51 | 2006-05-04 | $15,719,523 | SEE SUPPLEMENTAL INFORMATION | Yes (true) | false | false |
| DASNY RIT SERIES 2006A | ||||||||
| B | 146000293 | 64983QF38 | 2006-05-04 | $61,706,239 | SEE SUPPLEMENTAL INFORMATION | false | false | false |
| DASNY RIT SERIES 2008A | ||||||||
| C | 146000293 | 6499034Y4 | 2008-11-13 | $84,352,284 | SEE SUPPLEMENTAL INFORMATION | Yes (true) | false | false |
| DASNY RIT SERIES 2010 | ||||||||
| D | 146000293 | 6499054S2 | 2010-10-21 | $83,324,343 | SEE SUPPLEMENTAL INFORMATION | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 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 | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,705,000 | $10,850,000 | $15,720,929 | $0 | $0 | $0 | $141,121 | $5,000 | $9,808 | $0 | $15,565,000 | $0 | 2004 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $22,020,000 | $0 | $61,710,620 | $0 | $0 | $0 | $457,585 | $470,127 | $15,809 | $0 | $60,767,099 | $0 | 2000 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $6,400,000 | $76,100,000 | $85,041,578 | $0 | $0 | $0 | $684,437 | $0 | $0 | $83,691,277 | $665,864 | $0 | 2010 | false | false | Yes (true) | Yes (true) |
| D | $3,360,000 | $0 | $83,421,727 | $0 | $0 | $0 | $559,987 | $0 | $0 | $38,134,885 | $44,726,855 | $0 | 2013 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0.0 | 0.0 | 0.0 | |||||||||
| B | 0.0 | 0.0 | 0.0 | |||||||||
| C | 0.0024 | 0.0002 | 0.0026 | false | Yes (true) | Yes (true) | false | Yes (true) | false | false | false | Yes (true) |
| D | 0.018 | 0.0 | 0.018 | false | Yes (true) | Yes (true) | false | Yes (true) | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| C | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| D | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (21 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part II, Line 11 LINE 11A, SERIES 2012 | OTHER SPENT PROCEEDS, INCLUDES $75,000 FOR ISSUER/DASNY FEES. |
| Schedule K, Part I, Column (f) ISSUER NAME - DASNY, RIT SERIES 2010 | LINE D (F): THE 2010 PROJECT CONSISTS OF THE CONSTRUCTION OF A NEW ACADEMIC BUILDING, THE CONSTRUCTION OF A GREEN DATA CENTER, THE EXPANSION OF ATHLETIC FACILITIES, VARIOUS OTHER CAMPUS-WIDE IMPROVEMENTS, AND THE ADVANCE REFUNDING OF DASNY, RIT SERIES 2002A, DATED OCTOBER 31, 2002. |
| Schedule K, Part I, Column (f) ISSUER NAME - DASNY, RIT SERIES 2006A | LINE B (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 7 LINE 7C, SERIES 2008A | ORIGINAL ISSUANCE COSTS FROM PROCEEDS OF $697,839 WERE ADJUSTED FOR $13,402 OF UNUSED PROCEEDS. THESE PROCEEDS ($13,402), TOGETHER WITH INVESTMENT PROCEEDS OF $689,295, ARE INCLUDED IN PART II, LINE 10C, CAPITAL EXPENDITURES FROM PROCEEDS. |
| Schedule K, Part II, Line 11 LINE 11B, SERIES 2006A | OTHER 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 11 LINE 11D, SERIES 2010 | OTHER SPENT PROCEEDS, INCLUDES $75,000 FOR ISSUER/DASNY FEES, $650,450 FOR STATE ISSUANCE FEES, AND $44,001,405 OF PROCEEDS USED IN REFUNDING ESCROW FOR SERIES 2002A. THE REFUNDED BONDS WERE CALLED ON JULY 1, 2012. |
| Schedule K, Part II, Line 11 LINE 11A, SERIES 2002B | OTHER SPENT PROCEEDS, INCLUDES $5,000 FOR ISSUER/DASNY FEES AND $15,560,000 OF PROCEEDS USED TO REDEEM SERIES 2002B, REOFFERED ON MAY 4, 2006. THE REOFFERED BONDS WERE CALLED ON MAY 4, 2006. |
| Schedule K, Part II, Line 3 LINES 3A, 3B, 3C, 3D; SERIES 2002B, 2006A, 2008A, 2010, RESPECTIVELY | TOTAL PROCEEDS OF ISSUE, INCLUDES INVESTMENT PROCEEDS OF $1,406, $4,381, $689,295, AND $97,384, RESPECTIVELY. |
| Schedule K, Part I, Column (f) ISSUER NAME - DASNY, RIT SERIES 2002B | LINE A (F): THE 2002B (FIXED RATE CONVERSION AND REOFFERING OF DASNY, RIT SERIES 2002B, ISSUED OCTOBFR 31, 2002; PARTIAL DEFEASANCE THROUGH THE DASNY, RIT SERIES 2012, DATED 12/12/12) - PROJECT CONSISTS OF THE RENOVATION AND IMPROVEMENT OF VARIOUS ACADEMIC AND ADMINISTRATIVE BUILDINGS AND CONSTRUCTION OF AN ATHLETIC FIELD HOUSE. 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 ISSUANCE OF THE SAME DATE OF THE ISSUER'S ROCHESTER INSTITUTE OF TECHNOLOGY INSURED REVENUE BONDS, SERIES 2006A, AS REPORTED IN A SEPARATE FORM 8038 DATED MAY 4, 2006, ARE TREATED AS PARTS OF A SINGLE ISSUE FOR CERTAIN PURPOSES DESCRIBED IN CODE SECTION 150(C)(3)(ii). |
| Schedule K, Part II, Line 3 LINE 3A, SERIES 2012A | TOTAL PROCEEDS OF ISSUE, INCLUDE INVESTMENT PROCEEDS OF $111,166. |
| Schedule K, Part I, Column (f) ISSUER NAME - DASNY, RIT SERIES 2012A | LINE A (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 7A, SERIES 2012 | ORIGINAL 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 10A, CAPITAL EXPENDITURES FROM PROCEEDS. |
| Schedule K, Part II, Line 7 LINE 7B, SERIES 2006A | ORIGINAL 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 9B, WORKING CAPITAL EXPENDITURES FROM PROCEEDS. |
| Schedule K, Part I, Column (f) ISSUER NAME - DASNY, RIT SERIES 2008A | LINE C (f): THE 2008A (PARTIAL DEFEASANCE THROUGH THE DASNY, RIT SERIES 2012, DATED 12/12/12) - PROJECT CONSISTS OF CONSTRUCTION OF A MIXED-USE HOUSING COMPLEX; THE RENEWAL, REPLACEMENT AND EXPANSION OF EXISTING HEATING AND COOLING INFRASTRUCTURE AND ENERGY MANAGEMENT SYSTEMS; AND THE RENOVATION OF ACADEMIC AND ADMINISTRATIVE BUILDINGS ON THE MAIN CAMPUS. |
| Schedule K, Part II, Line 9 LINE 9A, SERIES 2002B; LINE 9B, SERIES 2006A | WORKING CAPITAL EXPENDITURES FROM PROCEEDS REPRESENT UNUSED ORIGINAL ISSUANCE PROCEEDS OF $8,402 AND INVESTMENT PROCEEDS OF $1,406 FOR THE SERIES 2002B AND UNUSED ORIGINAL ISSUANCE PROCEEDS OF $11,428 AND INVESTMENT PROCEEDS OF $4,381 FOR THE SERIES 2006A. THE INVESTMENT PROCEEDS ARE INCLUDED IN PART II, LINE 3A (SERIES 2002B) AND B (SERIES 2006A), TOTAL PROCEEDS OF ISSUE, RESPECTIVELY. |
| Schedule K, Part II, Line 7 LINE 7A, SERIES 2002B | ORIGINAL ISSUANCE COSTS FROM PROCEEDS OF $149,523 WERE ADJUSTED FOR $8,402 OF UNUSED PROCEEDS. THESE PROCEEDS ($8,402), TOGETHER WITH INVESTMENT PROCEEDS OF $1,406, ARE INCLUDED IN PART II, LINE 9A, WORKING CAPITAL EXPENDITURES FROM PROCEEDS. |
| Schedule K, Part II, Line 7 LINE 7D, SERIES 2010 | ORIGINAL ISSUANCE COSTS FROM PROCEEDS OF $597,487 WERE ADJUSTED FOR $37,500 OF UNUSED PROCEEDS. THESE PROCEEDS ($37,500), TOGETHER WITH INVESTMENT PROCEEDS OF $97,384, ARE INCLUDED IN PART II, LINE 10D, CAPITAL EXPENDITURES FROM PROCEEDS. |
| Schedule K, Part II, Line 11 LINE 11C, SERIES 2008A | OTHER SPENT PROCEEDS, INCLUDES $75,000 FOR ISSUER/DASNY FEES AND $590,864 FOR STATE ISSUANCE FEES. |
| Schedule K, Part IV, Line 2c Rebate Calculation | Issuer name: DASNY, RIT SERIES 2002B The calculation for computing no rebate due was performed on 12/31/2010 |
| Schedule K, Part IV, Line 2c Rebate Calculation | Issuer name: DASNY, RIT SERIES 2006A The calculation for computing no rebate due was performed on 12/31/2010 |
| Schedule K, Part IV, Line 2c Rebate Calculation | Issuer name: DASNY, RIT SERIES 2008A The calculation for computing no rebate due was performed on 12/31/2012 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DASNY RIT SERIES 2012A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 146000293 | BondIssuerEIN |
| CUSIP | 649907HM7 | CUSIPNum |
| Bond Issued | 2012-12-12 | BondIssuedDt |
| Issue Price | $168,217,368 | IssuePriceAmt |
| Purpose | SEE SUPPLEMENTAL INFORMATION | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $490,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $168,328,534 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $2,881,587 | CapitalizedInterestAmt |
| Refunding Escrow | $109,309,562 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $854,858 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $58,089,438 | CapitalExpendituresAmt |
| Other Spent Proceeds | $75,000 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | Yes (true) | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (true) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | false | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (true) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | false | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.035 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0001 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0351 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| THE PIKE COMPANY | |||
| TRUSTEE, THOMAS JUDSON, CHAIRMAN AND CEO OF PIKE CO, WITH HIS FAMILY OWN > 35% OF THE COMPANY. | $1,021,461 | PIKE PROVIDED CONSTRUCTION SERVICES TO RIT; RIT PROVIDED TRAINING TO PIKE EMPLOYEES. | false |
| DATTO INC | |||
| TRUSTEE, AUSTIN MCCHORD, IS FOUNDER, CEO, AND OWNER OF >35% OF THE STOCK OF DATTO, INC. | $194,989 | DATTO PROVIDED IT SERVICES TO RIT; RIT RENTED REAL ESTATE TO DATTO. | false |
| DEVON WATTERS | |||
| FAMILY MEMBER OF OFFICER | $12,806 | PAYMENT OF COMPENSATION | false |
| ELLEN RAFFAELLE | |||
| FAMILY MEMBER OF OFFICER | $11,101 | PAYMENT OF COMPENSATION | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $555,934 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $9,198 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 36 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,749,885 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Equipment | 42 | $2,896,059 | Market value |
| Yes (X) | Software | 6 | $1,506,650 | Market value |
| Yes (X) | Consumables | 16 | $453,065 | Market value |
| Yes (X) | Other | 22 | $122,318 | Market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I Lines 1-28, Column B | The University is reporting the number of contributions received. |
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | The 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | ANN L BURR, SUSAN R HOLLIDAY, RICHARD A KAPLAN, SANDRA A PARKER, HARRY P TRUEHEART III, CHRISTINE B WHITMAN AND RONALD L ZARRELLA ARE RIT TRUSTEES. WILLIAM W DESTLER AND JAMES H WATTERS ARE OFFICERS. - Business relationship, COMPLEMAR PARTNERS INC: SUSAN R HOLLIDAY (DIRECTOR) AND CHRISTINE B WHITMAN (CHAIR AND CEO). - Business relationship, FRONTIER COMMUNICATIONS: ANN L BURR (CHAIRMAN, SR VICE PRESIDENT CUSTOMER EXPERIENCE), SANDRA A PARKER (DIRECTOR, FRONTIER COMMUNICATIONS), AND HARRY P TRUEHEART III (DIRECTOR OF FRONTIER TELEPHONE OF ROCHESTER, A SUBSIDIARY). - Business relationship, TORVEC INC: WILLIAM W DESTLER (DIRECTOR) AND RICHARD A KAPLAN (CEO). - Business relationship, VNOMICS CORP: RICHARD A KAPLAN (DIRECTOR), JAMES H WATTERS (DIRECTOR), AND RONALD L ZARRELLA (CHAIR). - Business relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | PRIOR 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 policy | THE 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 CONFLICT OF INTEREST CONFLICT OF 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 official | THE 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 employees | THE EXECUTIVE COMPENSATION SUBCOMMITTEE REVIEWS THE PROPOSED SALARIES OF THE FOLLOWING POSITIONS: PRESIDENT; PROVOST AND SVP ACADEMIC AFFAIRS; SVP FINANCE AND ADMINISTRATION; SVP ENROLLMENT MANAGEMENT AND CAREER SERVICES; VP FOR RESEARCH AND ASSOC PROVOST; VP DEVELOPMENT AND ALUMNI RELATIONS; SVP STUDENT AFFAIRS; PRESIDENT NTID, VP AND DEAN RIT; VP FOR STRATEGIC PLANNING AND SPECIAL INITIATIVES; VP GOVERNMENT AND COMMUNITY RELATIONS; VP DEAN INSTITUTE HEALTH SCIENCES AND TECHNOLOGY; AND VP AND ASSOC PROVOST FOR DIVERSITY AND 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 public | THE 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 MANUAL. ADDITIONALLY, THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | OTHER - Total Revenue: 7237004, Related or Exempt Function Revenue: 6818399, Unrelated Business Revenue: 223217, Revenue Excluded from Tax Under Sections 512, 513, or 514: 195388; |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | OTHER - Total Revenue: 3751028, Related or Exempt Function Revenue: 1671884, Unrelated Business Revenue: 1148344, Revenue Excluded from Tax Under Sections 512, 513, or 514: 930800; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CONSOLIDATION OF VENTURE FUND I NET ASSETS - -192668; |
| FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES | RIT VENTURE FUND I, A LIMITED LIABILITY COMPANY, BECAME A DISREGARDED ENTITY FOR RIT TAX REPORTING PURPOSES IN THE CURRENT YEAR AS A RESULT OF RIT'S BECOMING THE SOLE PARTNER IN THE FUND. FOLLOWING THIS EVENT, THE RESULTS OF RIT VENTURE FUND I HAVE BEEN CONSOLIDATED WITH THOSE OF RIT. OTHER CHANGES IN NET ASSETS REPRESENTS RIT VENTURE FUND I'S NET ASSETS AT THE TIME IT BECAME A DISREGARDED ENTITY. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| 5257 W HENRIETTA ROAD LLC | |||||||||
| 5257 W HENRIETTA RD | HENRIETTA | NY | 14586 | 161609483 | OWN REAL PROPERTY | NY | $5,060,870 | $22,274,644 | ROCHESTER INSTITUTE OF TECHNOLOGY |
| MAGIC SPELL STUDIOS LLC | |||||||||
| ONE LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | 464163650 | DIGITAL RESEARCH CENTER | NY | $31,273 | $12,530 | ROCHESTER INSTITUTE OF TECHNOLOGY |
| RIT VENTURE FUND I LLC (BEGINNING 12-18-2014 - SEE PART III) | |||||||||
| 5 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | INVESTMENTS | DE | $0 | $9,326 | ROCHESTER INSTITUTE OF TECHNOLOGY | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RIT GLOBAL DELIVERY CORPORATION | |||||||||||||||
| 5 LOMB MEMORIAL DRIVE | EASTMAN-4000 | ROCHESTER | NY | 14623 | 201151703 | EDUCATIONAL PURPOSES | NY | 501(c)(3 | Type I | ROCHESTER INSTITUTE OF TECHNOLOGY | false | ||||
| RIT CROATIA | |||||||||||||||
| EDUCATIONAL PURPOSES | 501(c)(3 | 2 | RIT GLOBAL DELIVERY CORPORATION | false | DON FRANA BULIKA 6 | DUBROVNIK | HR | HR | |||||||
| RIT CAMPUS CLUB INC | |||||||||||||||
| 39 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | 161201526 | SUPPORT RIT | NY | 501(c)(3 | Type I | ROCHESTER INSTITUTE OF TECHNOLOGY | false | |||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIT VENTURE FUND I LLC (ENDING 12-18-2014 - SEE PART I) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 LOMB MEMORIAL DRIVE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455183880 | EIN |
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHESTER INSTITUTE OF TECHNOLOGY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $3,164 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 1 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | 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 | Yes (true) | 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 | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| RIT CAMPUS CLUB INC | |
| A | $577,764 |
| RIT CAMPUS CLUB INC | |
| L | $2,678,148 |
| RIT GLOBAL DELIVERY CORPORATION | |
| R | $1,062,775 |
| RIT VENTURE FUND I LLC | |
| S | $197,210 |
| RIT CAMPUS CLUB INC | |
| R | $117,013 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part III RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP | FormAndLineReferenceDesc |
| Explanation | RIT VENTURE FUND I LLC WAS CREATED TO MAKE INVESTMENTS IN SEED, VENTURE, AND GROWTH-STAGE COMPANIES THAT INVOLVE RIT STUDENTS, FACULTY, TECHNOLOGIES, OR INCUBATORS OR SIMILAR FACILITIES GENERATED BY, CONNECTED WITH, OR SPUN-OUT FROM RIT. RIT VENTURE FUND I LLC BECAME A DISREGARDED ENTITY FOR RIT TAX REPORTING PURPOSES IN THE CURRENT YEAR AS A RESULT OF RIT'S BECOMING THE SOLE PARTNER IN THE FUND EFFECTIVE DECEMBER 18, 2014. FOLLOWING THIS EVENT, THE RESULTS OF RIT VENTURE FUND I LLC HAVE BEEN CONSOLIDATED WITH THOSE OF RIT. | ExplanationTxt |