ROCHESTER INSTITUTE OF TECHNOLOGY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ROCHESTER INSTITUTE OF TECHNOLOGY (EIN 16-0743140)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-13
IRS object ID
201541339349304279
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-13T15:00:09-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN160743140EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROCHESTER INSTITUTE OF TECHNOLOGYBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlROCHBusinessNameControlTxt
Phone5854752383PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 Lomb Memorial DriveAddressLine1
CityRochesterCity
StateNYState
ZIP Code146235603ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES H WATTERSPersonNm
Person TitleSR VP FINANCE & ADMINISTRATIONPersonTitleTxt
Signature2015-05-13SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

Principal Ofcr Business Address PrincipalOfcrBusinessAddress

FieldValueIRS element (for citing)
Business Name Line1WILLIAM DESTLERBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 Lomb Memorial DriveAddressLine1
CityRochesterCity
StateNYState
ZIP Code146235603ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$960,529,997GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.RIT.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1829FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionRIT'S MISSION IS TO PROVIDE A BROAD RANGE OF CAREER-ORIENTED EDUCATIONAL PROGRAMS WITH THE GOAL OF PRODUCING INNOVATIVE, CREATIVE GRADUATES WHO ARE WELL-PREPARED FOR THEIR CHOSEN CAREERS IN A GLOBAL SOCIETY.ActivityOrMissionDesc
Voting Members Governing Body58VotingMembersGoverningBodyCnt
Voting Members Independent55VotingMembersIndependentCnt
Total Employee12302TotalEmployeeCnt
Total Volunteers3626TotalVolunteersCnt
Total Gross UBI$4,987,497TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$3,154,916NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$122,862,530PYContributionsGrantsAmt
CY Contributions Grants$118,245,235CYContributionsGrantsAmt
PY Program Service Revenue$495,271,400PYProgramServiceRevenueAmt
CY Program Service Revenue$504,649,688CYProgramServiceRevenueAmt
PY Investment Income$32,222,476PYInvestmentIncomeAmt
CY Investment Income$50,634,920CYInvestmentIncomeAmt
PY Other Revenue$11,236,733PYOtherRevenueAmt
CY Other Revenue$9,443,886CYOtherRevenueAmt
PY Total Revenue$661,593,139PYTotalRevenueAmt
CY Total Revenue$682,973,729CYTotalRevenueAmt
PY Grants And Similar Paid$150,390,728PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$160,759,512CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$320,731,732PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$324,621,538CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$143,534CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,934,143CYTotalFundraisingExpenseAmt
PY Other Expenses$165,778,660PYOtherExpensesAmt
CY Other Expenses$169,981,413CYOtherExpensesAmt
PY Total Expenses$636,901,120PYTotalExpensesAmt
CY Total Expenses$655,505,997CYTotalExpensesAmt
PY Revenues Less Expenses$24,692,019PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$27,467,732CYRevenuesLessExpensesAmt
Total Assets BOY$1,603,679,040TotalAssetsBOYAmt
Total Assets EOY$1,711,097,571TotalAssetsEOYAmt
Total Liabilities BOY$543,810,199TotalLiabilitiesBOYAmt
Total Liabilities EOY$563,676,662TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,059,868,841NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,147,420,909NetAssetsOrFundBalancesEOYAmt
MissionRIT'S MISSION IS TO PROVIDE A BROAD RANGE OF CAREER-ORIENTED EDUCATIONAL PROGRAMS WITH THE GOAL OF PRODUCING INNOVATIVE, CREATIVE GRADUATES WHO ARE WELL-PREPARED FOR THEIR CHOSEN CAREERS IN A GLOBAL SOCIETY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$446,232,137ExpenseAmt
Grant$156,865,147GrantAmt
Revenue$411,853,766RevenueAmt
DescINSTRUCTION AND ACADEMIC SUPPORT - ESTABLISHED IN 1829, RIT IS A PRIVATE COEDUCATIONAL UNIVERSITY LOCATED IN UPSTATE NEW YORK, WITH APPROXIMATELY 18,292 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 1,432 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 2,549 FULL TIME EQUIVALENTS (FTES) OR 20.6% FROM 12,359 IN 2003 TO 14,908 IN 2013. TOTAL SCHOLARSHIPS INCREASED 6.4% OVER THE PRIOR YEAR AND INSTITUTIONALLY FUNDED SCHOLARSHIPS INCREASED BY 6.3% OVER THE PRIOR YEAR.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$116,290,881ExpenseAmt
Grant$51,140GrantAmt
Revenue$87,682,227RevenueAmt
DescSTUDENT AND AUXILIARY SERVICES - STUDENT SERVICES PROVIDE STUDENTS WITH ADDITIONAL ENRICHMENT AND EDUCATIONAL OPPORTUNITIES. SUCH SERVICES INCLUDE ATHLETICS, STUDENT HEALTH AND ADMISSIONS. AUXILIARIES PROVIDE ESSENTIAL SERVICES TO STUDENTS IN SUPPORT OF RIT'S EDUCATIONAL MISSION. THESE SERVICES INCLUDE HOUSING OPERATIONS AND DINING SERVICES. SALES & SERVICES OF AUXILIARY ENTERPRISES GENERATED TOTAL REVENUE OF $79.1 MILLION, AN INCREASE OF $4.8 MILLION OVER THE PRIOR YEAR. SURPLUSES FROM AUXILIARY OPERATIONS SUPPORT THE OPERATING BUDGET OF THE UNIVERSITY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$37,886,318ExpenseAmt
Grant$3,843,226GrantAmt
Revenue$5,113,696RevenueAmt
DescRESEARCH AND PUBLIC SUPPORT - RIT ENGAGES IN PUBLIC SERVICE ACTIVITIES THAT BENEFIT THE GENERAL COMMUNITY, IN WHICH IT RESIDES, INCLUDING TRAINING, POSTSECONDARY EDUCATION FOR 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 OUR REPUTATION IN THE SCIENTIFIC AND TECHNICAL COMMUNITIES IN SUPPORT OF, OR IN CONCERT WITH THE UNIVERSITY'S EXEMPT MISSION, WHILE PROVIDING POSITIVE RETURNS TO OUR SPONSORING PARTNERS. AS ARTICULATED IN RIT'S STRATEGIC PLAN, THE UNIVERSITY CONTINUES TO PLACE EMPHASIS ON ITS REVENUE GROWTH IN THE RESEARCH PORTFOLIO.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$600,409,336TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1056IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee12302EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryHRForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members58GoverningBodyVotingMembersCnt
Independent Voting Member55IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lyn KellyBusinessNameLine1
FieldValueIRS element (for citing)
Phone5854752383PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 Lomb Memorial DriveAddressLine1
CityRochesterCity
StateNYState
ZIP Code146235603ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (75 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
WILLIAM W DESTLER
PRESIDENT40.000.10Yes (X)Yes (X)$833,964$0$91,023
ANDREW N BRENNEMAN
TRUSTEE0.10Yes (X)$0$0$0
ANN L BURR
TRUSTEE0.10Yes (X)$0$0$0
ANNE M SEVIER-BUCKINGHAM
TRUSTEE0.10Yes (X)$0$0$0
ARTHUR A GOSNELL
TRUSTEE0.10Yes (X)$0$0$0
B THOMAS GOLISANO
TRUSTEE0.10Yes (X)$0$0$0
BRIAN H HALL
TRUSTEE0.10Yes (X)$0$0$0
BRIAN P O'SHAUGHNESSY
TRUSTEE0.10Yes (X)$0$0$0
BROOKS H BOWER
TRUSTEE0.10Yes (X)$0$0$0
CARL E SASSANO
TRUSTEE0.10Yes (X)$0$0$0
CHARLES S BROWN JR
TRUSTEE0.10Yes (X)$0$0$0
CHESTER N WATSON
TRUSTEE0.10Yes (X)$0$0$0
CHRISTINE B WHITMAN
TRUSTEE0.100.10Yes (X)$0$0$0
DAVID J BURNS
TRUSTEE0.10Yes (X)$0$0$0
DONALD J TRUESDALE
TRUSTEE0.10Yes (X)$0$0$0
DONALD N BOYCE
TRUSTEE0.10Yes (X)$0$0$0
ESSIE L CALHOUN-MCDAVID
TRUSTEE0.10Yes (X)$0$0$0
FRANK S HERMANCE
TRUSTEE0.10Yes (X)$0$0$0
FRANK S SKLARSKY
TRUSTEE0.10Yes (X)$0$0$0
GARY J LINDSAY
TRUSTEE0.10Yes (X)$0$0$0
GERARD Q PIERCE
TRUSTEE0.10Yes (X)$0$0$0
HAROLD M MOWL JR
TRUSTEE0.10Yes (X)$0$0$0
HARRY P TRUEHEART III
TRUSTEE0.10Yes (X)$0$0$0
HENRY D NAVAS
TRUSTEE0.10Yes (X)$0$0$0
JANET F SANSONE
TRUSTEE0.10Yes (X)$0$0$0
JAY T HOLMES
TRUSTEE0.100.10Yes (X)$0$0$0
JEFFREY K HARRIS
TRUSTEE0.10Yes (X)$0$0$0
JOSEPH M LOBOZZO II
TRUSTEE0.10Yes (X)$0$0$0
JOYCE B KLEMMER
TRUSTEE0.10Yes (X)$0$0$0
JUDY B VON BUCHER
TRUSTEE0.10Yes (X)$0$0$0
KEVIN J SURACE
TRUSTEE0.10Yes (X)$0$0$0
KIM E VANGELDER
TRUSTEE0.10Yes (X)$0$0$0
KRAIG H KAYSER
TRUSTEE0.10Yes (X)$0$0$0
MARIANNE GOFF
TRUSTEE0.10Yes (X)$0$0$0
MARK C CLEMENT
TRUSTEE0.10Yes (X)$0$0$0
NANCY L FEIN
TRUSTEE0.100.10Yes (X)$0$0$0
RICARDO A VENEGAS
TRUSTEE0.10Yes (X)$0$0$0
RICHARD A KAPLAN
TRUSTEE0.100.10Yes (X)$0$0$0
RICHARD E SANDS
TRUSTEE0.10Yes (X)$0$0$0
RICHARD M DASTIN
TRUSTEE0.10Yes (X)$0$0$0
ROBERT D MOORE JR
TRUSTEE0.100.10Yes (X)$0$0$0
ROBERT D WAYLAND-SMITH
TRUSTEE0.10Yes (X)$0$0$0
ROBERT DOBIES
TRUSTEE0.10Yes (X)$0$0$0
ROBERT W RICE
TRUSTEE0.10Yes (X)$0$0$0
RONALD L ZARRELLA
TRUSTEE0.10Yes (X)$0$0$0
ROOSEVELT MERCER JR
TRUSTEE0.10Yes (X)$0$0$0
SAMUEL T HUBBARD JR
TRUSTEE0.10Yes (X)$0$0$0
SANDRA A PARKER
TRUSTEE0.10Yes (X)$0$0$0
SHARON TING
TRUSTEE0.10Yes (X)$0$0$0
STEPHEN L SCHULTZ
TRUSTEE0.10Yes (X)$0$0$0
SUSAN J RILEY
TRUSTEE0.10Yes (X)$0$0$0
SUSAN M PUGLIA
TRUSTEE0.10Yes (X)$0$0$0
SUSAN R HOLLIDAY
TRUSTEE0.10Yes (X)$0$0$0
THOMAS F JUDSON JR
TRUSTEE0.10Yes (X)$0$0$0
THOMAS S RICHARDS
TRUSTEE0.10Yes (X)$0$0$0
WILLEM APPELO
TRUSTEE0.100.10Yes (X)$0$0$0
WILLIAM A BUCKINGHAM
TRUSTEE0.10Yes (X)$0$0$0
WOLFGANG PFIZENMAIER
TRUSTEE0.10Yes (X)$0$0$0
DANIEL ORNT
VP AND DEAN OF INST OF HEALTH SCIENCES AND TECH40.00Yes (X)$393,574$0$30,582
DEBORAH M STENDARDI
VP GOVT AND COMMUNITY RELATIONS40.00Yes (X)$235,050$0$42,344
GERARD BUCKLEY
PRESIDENT NTID, VP AND DEAN RIT40.00Yes (X)$288,501$0$45,087
JAMES G MILLER
SVP ENROLLMENT MGMT AND CAREER SVCS40.000.10Yes (X)$337,621$0$40,844
JAMES H WATTERS
SVP FINANCE AND ADMINISTRATION40.000.10Yes (X)$463,778$0$84,184
JEREMY A HAEFNER
PROVOST AND SVP ACADEMIC AFFAIRS40.000.10Yes (X)$438,240$0$89,829
KAREN A BARROWS
SECRETARY OF THE INST AND CHIEF OF STAFF40.00Yes (X)$115,972$0$18,136
KATHERINE J MAYBERRY
VP FOR STRATEGIC PLANNING AND SPECIAL INITIATIVES40.00Yes (X)$225,670$0$37,606
KEVIN MCDONALD
VP AND ASSOC PROVOST FOR DIVERSITY AND INCLUSION40.00Yes (X)$246,916$0$68,050
LISA A CAUDA
VP DEVELOPMENT AND ALUMNI RELATIONS40.00Yes (X)$295,649$0$37,665
MARY-BETH A COOPER
SVP STUDENT AFFAIRS40.00Yes (X)$171,251$0$29,191
RYNE RAFFAELLE
VP FOR RESEARCH AND ASSOC PROVOST40.00Yes (X)$256,351$0$104,719
ANDREW SEARS
DEAN, GOLISANO COLLEGE OF COMPUTING AND INFO SCIENCES40.00$286,579$0$75,325Yes (X)
DONALD F FIGER
PROF AND DIR CENTER FOR DETECTORS40.00$272,469$0$36,663Yes (X)
DT OGILVIE
DEAN, SAUNDERS COLLEGE OF BUSINESS40.00$313,062$0$48,119Yes (X)
HARVEY PALMER
DEAN, KATE GLEASON COLLEGE OF ENGINEERING40.00$254,040$0$41,371Yes (X)
NABIL Z NASR
ASST PROVOST, DIR GOLISANO INST OF SUSTAINABILITY40.00$393,003$0$46,551Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,821,690TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$967,289TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K458IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
BOND SCHOENECK & KING
ONE LINCOLN CENTERSYRACUSENY132021355LEGAL SERVICES$892,277
WILJEFF LLC
1265 SCOTTSVILLE RDROCHESTERNY14624RENT AND SERVICES$602,859
AEON COMPUTING LLC
4170 MORENA BLVD SUITE DSAN DIEGOCA92117COMPUTER EQUIPMENT$418,357
HBT ARCHITECTS LLP
16 SOUTH MAIN STPITTSFORDNY14534ARCHITECTURAL SERVICES$391,645
PRICEWATERHOUSE COOPERS LLP
PO BOX 7247-8001PHILADELPHIAPA19170AUDITING SERVICES$314,545
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K18CntrctRcvdGreaterThan100KCnt
Fundraising$37,664FundraisingAmt
Government Grants$92,087,697GovernmentGrantsAmt
All Other Contributions$26,119,874AllOtherContributionsAmt
Noncash Contributions$6,888,226NoncashContributionsAmt
Total Contributions$118,245,235TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION900099$419,733,158$419,733,158
AUXILIARY SERVICES721000$69,420,234$69,420,234
RESEARCH900099$2,241,447$41,439$2,020,728$179,280
NONCREDIT INSTRUCTION900099$3,991,224$3,913,289$77,935
FEES713990$2,007,686$2,007,686

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,255,939TotalRevenueColumnAmt
Related Or Exempt Func Income$5,791,991RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,089,683UnrelatedBusinessRevenueAmt
Exclusion$374,265ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$504,649,688TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,278,562TotalRevenueColumnAmt
Unrelated Business Revenue-$1,238,718UnrelatedBusinessRevenueAmt
Exclusion$13,517,280ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$478,537TotalRevenueColumnAmt
Exclusion$478,537ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$305,847TotalRevenueColumnAmt
Exclusion$305,847ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$607,969RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$558,121RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$49,848RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,848TotalRevenueColumnAmt
Related Or Exempt Func Income$17,751RelatedOrExemptFuncIncomeAmt
Exclusion$32,097ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$314,587,136SecuritiesAmt
Other$232,892OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$276,095,158SecuritiesAmt
Other$847,049OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$38,491,978SecuritiesAmt
Other-$614,157OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,877,821TotalRevenueColumnAmt
Exclusion$37,877,821ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$32,734FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$37,664ContriRptFundraisingEventAmt
Fundraising Direct Expenses$55,940FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$23,206TotalRevenueColumnAmt
Exclusion-$23,206ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RIT INN AND CONFERENCE CENTER721110$3,889,947$3,889,947
BOOKSTORE COMMISSIONS451211$971,660$971,660
PARKING812930$1,333,219$1,333,219

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,916,571TotalRevenueColumnAmt
Related Or Exempt Func Income$1,026,099RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$989,370UnrelatedBusinessRevenueAmt
Exclusion$901,102ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,111,397OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$682,973,729TotalRevenueColumnAmt
Related Or Exempt Func Income$431,856,946RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,987,497UnrelatedBusinessRevenueAmt
Exclusion$127,884,051ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$434,262TotalAmt
Program Services$434,262ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$160,259,241TotalAmt
Program Services$160,259,241ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$66,009TotalAmt
Program Services$66,009ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,248,859TotalAmt
Program Services$1,415,629ProgramServicesAmt
Management And General$2,276,527ManagementAndGeneralAmt
Fundraising$556,703FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$244,345,618TotalAmt
Program Services$220,957,100ProgramServicesAmt
Management And General$18,722,750ManagementAndGeneralAmt
Fundraising$4,665,768FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$18,706,488TotalAmt
Program Services$16,619,360ProgramServicesAmt
Management And General$1,736,479ManagementAndGeneralAmt
Fundraising$350,649FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$40,912,331TotalAmt
Program Services$36,548,914ProgramServicesAmt
Management And General$2,477,681ManagementAndGeneralAmt
Fundraising$1,885,736FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,408,242TotalAmt
Program Services$14,577,535ProgramServicesAmt
Management And General$1,523,138ManagementAndGeneralAmt
Fundraising$307,569FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$307,362TotalAmt
Program Services$100,463ProgramServicesAmt
Management And General$206,899ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,074,495TotalAmt
Program Services$294,605ProgramServicesAmt
Management And General$766,429ManagementAndGeneralAmt
Fundraising$13,461FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$296,420TotalAmt
Program Services$870ProgramServicesAmt
Management And General$295,550ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$304,539TotalAmt
Management And General$292,035ManagementAndGeneralAmt
Fundraising$12,504FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$143,534TotalAmt
Fundraising$143,534FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$175,752TotalAmt
Management And General$175,752ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$23,717,892TotalAmt
Program Services$19,821,560ProgramServicesAmt
Management And General$3,851,111ManagementAndGeneralAmt
Fundraising$45,221FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,021,097TotalAmt
Program Services$964,511ProgramServicesAmt
Management And General$43,098ManagementAndGeneralAmt
Fundraising$13,488FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$35,635,500TotalAmt
Program Services$31,977,007ProgramServicesAmt
Management And General$3,377,727ManagementAndGeneralAmt
Fundraising$280,766FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,412,463TotalAmt
Program Services$5,823,784ProgramServicesAmt
Management And General$431,764ManagementAndGeneralAmt
Fundraising$156,915FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$37,138TotalAmt
Program Services$36,738ProgramServicesAmt
Management And General$400ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,754,844TotalAmt
Program Services$11,270,149ProgramServicesAmt
Management And General$484,521ManagementAndGeneralAmt
Fundraising$174FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$11,239,096TotalAmt
Program Services$9,914,723ProgramServicesAmt
Management And General$953,523ManagementAndGeneralAmt
Fundraising$370,850FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$11,063,189TotalAmt
Program Services$10,416,069ProgramServicesAmt
Management And General$647,120ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$35,914,346TotalAmt
Program Services$32,752,141ProgramServicesAmt
Management And General$3,162,205ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,663,726TotalAmt
Program Services$1,493,807ProgramServicesAmt
Management And General$169,919ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
POSTRETIREMENT BENEFITS ASC 715$22,715,159$20,180,774$2,486,878$47,507
ASSET RETIREMENT OBLIGATIONS$2,249,323$2,143,380$105,943
CONTINGENT LIABILITIES ASC 450$1,599,054$1,523,739$75,315
BAD DEBT EXPENSE$1,067,019$209,086$857,933

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,732,999TotalAmt
Program Services$607,880ProgramServicesAmt
Management And General$1,041,821ManagementAndGeneralAmt
Fundraising$83,298FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$655,505,997TotalAmt
Program Services$600,409,336ProgramServicesAmt
Management And General$46,162,518ManagementAndGeneralAmt
Fundraising$8,934,143FundraisingAmt

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,009,741BOYAmt
EOY$16,848,768EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$59,423,228BOYAmt
EOY$60,838,692EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$32,210,888BOYAmt
EOY$29,767,767EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$61,180,211BOYAmt
EOY$59,198,463EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,499,756BOYAmt
EOY$1,330,555EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,603,897BOYAmt
EOY$8,771,822EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,066,292,228LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$430,074,712LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$618,116,558BOYAmt
EOY$636,217,516EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$331,891,033BOYAmt
EOY$266,738,348EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$479,901,354BOYAmt
EOY$626,677,071EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,842,374BOYAmt
EOY$4,708,569EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,603,679,040BOYAmt
EOY$1,711,097,571EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$45,611,544BOYAmt
EOY$46,957,557EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$22,688,143BOYAmt
EOY$26,097,071EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$297,450,507BOYAmt
EOY$290,994,304EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$178,060,005BOYAmt
EOY$199,627,730EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$543,810,199BOYAmt
EOY$563,676,662EOYAmt

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$701,485,239BOYAmt
EOY$739,251,581EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$220,303,251BOYAmt
EOY$262,397,787EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$138,080,351BOYAmt
EOY$145,771,541EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,059,868,841BOYAmt
EOY$1,147,420,909EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,603,679,040BOYAmt
EOY$1,711,097,571EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$27,467,732ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$60,084,335NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$120,337,811CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$125,068,799CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$133,055,186CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$122,605,528CurrentTaxYearMinus1YearAmt
Current Tax Year$118,160,879CurrentTaxYearAmt
Total$619,228,203TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$120,337,811CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$125,068,799CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$133,055,186CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$122,605,528CurrentTaxYearMinus1YearAmt
Current Tax Year$118,160,879CurrentTaxYearAmt
Total$619,228,203TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$619,228,203PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,936,600CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,131,954CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,855,657CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,327,954CurrentTaxYearMinus1YearAmt
Current Tax Year$14,909,633CurrentTaxYearAmt
Total$72,161,798TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,359,655CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,710,890CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,596,659CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,813,101CurrentTaxYearMinus1YearAmt
Current Tax Year$1,905,496CurrentTaxYearAmt
Total$13,385,801TotalAmt
FieldValueIRS element (for citing)
Total Support$704,775,802TotalSupportAmt
Gross Receipts Rltd Activities$2,005,724,952GrossReceiptsRltdActivitiesAmt
Public Support CY1700.87860PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10, Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - COMMISSIONS - BOOKSTORE, COLUMN A - 893203, COLUMN B - 915249, COLUMN C - 972474, COLUMN D - 971660, COLUMN E - 971660, COLUMN F - 4724246; DESCRIPTION - MARGARETS HOUSE, COLUMN A - 719890, COLUMN B - 808952, COLUMN C - 818697, COLUMN D - 765357, COLUMN E - 848998, COLUMN F - 3961894; DESCRIPTION - ALL OTHER REVENUE, COLUMN A - 746562, COLUMN B - 2986689, COLUMN C - 805488, COLUMN D - 76084, COLUMN E - 84838, COLUMN F - 4699661;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$346,300FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$346,300FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$600,063,036FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$600,409,336FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$424,301CurrentYearMinus3Amt
Current Year Minus2$395,962CurrentYearMinus2Amt
Current Year Minus1$379,134CurrentYearMinus1Amt
Current Year$346,300CurrentYearAmt
Total$1,545,697TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$20,957CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$20,957TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Total Easements1TotalEasementsCnt
Total Acreage32TotalAcreageCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringfalseWrittenPolicyMonitoringInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$113,338RevenuesIncludedAmt
Assets Included$9,445,839AssetsIncludedAmt
FieldValueIRS element (for citing)
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$669,331,907BeginningYearBalanceAmt
Contributions$7,171,686ContributionsAmt
Investment Earnings Or Losses$105,705,608InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,605,396GrantsOrScholarshipsAmt
Other Expenditures$21,652,943OtherExpendituresAmt
End Year Balance$753,950,862EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$628,328,362BeginningYearBalanceAmt
Contributions$4,654,227ContributionsAmt
Investment Earnings Or Losses$62,099,043InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,636,972GrantsOrScholarshipsAmt
Other Expenditures$19,112,753OtherExpendituresAmt
End Year Balance$669,331,907EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$640,962,040BeginningYearBalanceAmt
Contributions$1,676,001ContributionsAmt
Investment Earnings Or Losses$11,769,898InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,708,063GrantsOrScholarshipsAmt
Other Expenditures$19,371,514OtherExpendituresAmt
End Year Balance$628,328,362EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$559,539,414BeginningYearBalanceAmt
Contributions$6,852,732ContributionsAmt
Investment Earnings Or Losses$97,039,041InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,751,946GrantsOrScholarshipsAmt
Other Expenditures$16,717,201OtherExpendituresAmt
End Year Balance$640,962,040EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$530,411,586BeginningYearBalanceAmt
Contributions$6,116,934ContributionsAmt
Investment Earnings Or Losses$44,168,388InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,809,130GrantsOrScholarshipsAmt
Other Expenditures$15,348,364OtherExpendituresAmt
End Year Balance$559,539,414EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.51940BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.18920PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.29140TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,749,830OtherCostOrOtherBasisAmt
Book Value$10,749,830BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$867,685,402OtherCostOrOtherBasisAmt
Depreciation$341,367,768DepreciationAmt
Book Value$526,317,634BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$139,881,191OtherCostOrOtherBasisAmt
Depreciation$88,706,944DepreciationAmt
Book Value$51,174,247BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$47,975,805OtherCostOrOtherBasisAmt
Book Value$47,975,805BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$636,217,516TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BENEFICIAL INTEREST IN TRUSTS$1,692,763F
CASH SURRENDER VALUE OF LIFE INSURANCE$128,962F
COMMINGLED EQUITY FUNDS$257,058,946F
COMMINGLED FIXED INCOME FUNDS$14,293,866F
PRIVATE PLACEMENTS$176,475,695F
HEDGE FUNDS$173,811,897F
CDAR HELD FOR INVESTMENT$3,214,942F
FieldValueIRS element (for citing)
Total Book Value Securities$626,677,071TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ALL OTHER LIABILITIES$4,363,435
FEDERAL PERKINS LOAN PROGRAM$21,931,456
ASSET RETIREMENT OBLIGATIONS$21,730,573
ASC 715 POSTRETIREMENT BENEFITS OBLIGATION$151,602,266
FieldValueIRS element (for citing)
Total Liability$199,627,730TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part II, Line 9, Conservation easements financial reportingIN 2007, THE UNIVERSITY ENTERED INTO A CONSERVATION EASEMENT WITH THE TOWN OF HENRIETTA, NY. THE CONSERVATION EASEMENT IS VALUED AS PART OF THE LAND AND RECORDED IN RIT'S FINANCIAL STATEMENTS.
Schedule D, Part III, Line 4, Collections of art - description of collectionsTHE CARY LIBRARY HOUSES SOME 20,000 VOLUMES AND A GROWING NUMBER OF MANUSCRIPTS AND CORRESPONDENCE COLLECTIONS ON THE HISTORY AND PRACTICE OF GRAPHIC COMMUNICATION TECHNOLOGIES. ALSO INCLUDED ARE IMPRESSIVE HOLDINGS ON BOOKBINDING, PAPERMAKING, TYPE DESIGN, CALLIGRAPHY AND BOOK ILLUSTRATION. THE GOAL OF DEVELOPING THE DIGITAL IMAGE DATABASE IS TO ENABLE USERS ALL OVER THE WORLD TO SAMPLE THE WEALTH OF RICH MATERIALS HOUSED IN THE COLLECTION. AN ADDITIONAL FEATURE IS THE INCLUSION IN THE SCHOOL'S CURRICULUM OF SEVERAL COURSES WHICH ACTUALLY MEET IN THE LIBRARY. THE COLLECTION'S HOLDINGS ARE ALSO AVAILABLE TO OUTSIDE RESEARCHERS. THE WILL BURTIN COLLECTION IS AN AMALGAMATION OF MATERIALS FROM GRAPHIC DESIGNER WILL BURTIN. IT INCLUDES EXTENSIVE CLIENT PROJECT FILES AND DOCUMENTATION (SKETCHES, MECHANICALS, MODELS, PRINTED SAMPLES, PHOTOGRAPHS), BUSINESS AND PROFESSIONAL CORRESPONDENCE, FINANCIAL RECORDS, PUBLICATIONS, PERSONAL PAPERS, EXHIBIT PLANS, AND AUDIO/VISUAL MATERIALS. THE COLLECTION IS OPEN FOR ACADEMIC AND PUBLIC RESEARCH. THE PUBLIC ART ON CAMPUS COLLECTION IS A SERIES OF 31 PIECES OF FINE ART INCLUDING, BUT NOT LIMITED TO MURALS, PAINTING, AND STATUES. ALL OF THESE WORKS ENLIVEN AND ENRICH THE CULTURAL ENVIRONMENT OF RIT, WHILE THOSE THAT GRACE THE PUBLIC SPACES OF OUR CAMPUS HELP TO DEFINE AND ENHANCE THE BUILDINGS AND WALKWAYS THEY INHABIT.
Schedule D, Part V, Line 4, Intended uses of endowment fundsTHE INTENDED USES OF THE UNIVERSITY'S ENDOWMENT FUNDS, AS DETERMINED BY EITHER DONOR RESTRICTION OR BOARD DESIGNATION, INCLUDE SCHOLARSHIPS, AWARDS, PROFESSORSHIPS, LECTURES, AND OTHER GENERAL SUPPORT OF THE UNIVERSITY'S EDUCATIONAL AND RESEARCH MISSION.
Schedule D, Part X, Line 2, FIN 48 (ASC 740) footnoteEFFECTIVE JULY 1, 2007, THE UNIVERSITY ADOPTED ASC 740 ACCOUNTING FOR INCOME TAXES. AS A TAX-EXEMPT ORGANIZATION, THE UNIVERSITY HAS A VERY LIMITED NUMBER OF TAX POSITIONS SUBJECT TO ASC 740, AND BELIEVES ITS TAX POSITIONS MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD IN ASC 740 AND AS SUCH, AS INCLUDED THE EFFECTS OF THOSE TAX POSITIONS IN ITS FINANCIAL STATEMENTS.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3, Racially nondiscriminatory policyRIT'S RACIALLY NON-DISCRIMINATORY POLICY WITH RESPECT TO STUDENT SOLICITATION IS PUBLICIZED IN ALL UNIVERSITY APPLICATIONS, REGISTRATIONS AND OTHER CAMPUS-WIDE PUBLICATIONS. IN ADDITION, RIT PUBLICIZES ITS RACIALLY NON-DISCRIMINATORY EMPLOYMENT POLICIES WHEN RECRUITING FOR OPEN POSITIONS.
Schedule E, Part I, Line 6a, Financial aid or assistance from a governmental agencyTHE 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

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$178,219,362
EUROPE (INCLUDING ICELAND AND GREENLAND)00INVESTMENTS$6,817,996
FieldValueIRS element (for citing)
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Total Spent$185,037,358TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
NORTH AMERICA (CANADA & MEXICO ONLY)RESEARCH OF DYNAMICAL HETEROGENEITY OF REFRACTOPRINESS$19,303CHECK
SUB-SAHARAN AFRICARESEARCH OF PROMOTING SPATIAL THINKING IN RESOURCE MGMT$23,002WIRE
SUB-SAHARAN AFRICARESEARCH OF PROMOTING SPATIAL THINKING IN RESOURCE MGMT$23,704WIRE
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustYes (true)InterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statementsCENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL
Schedule F, Part II, Line 1, Method used to account for grants on org's financial statementsNORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL
Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statementsCENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL
Schedule F, Part II, Line 1, Method used to account for grants on org's financial statementsNORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1BENTZ WHALEY FLESSNER INCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1OHMS LANEAddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55439ZIPCode
FieldValueIRS element (for citing)
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$143,534RetainedByContractorAmt
Net To Organization-$143,534NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$143,534TotalRetainedByContractorsAmt
Total Net To Organization-$143,534TotalNetToOrganizationAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1TIGER OPEN GOLFNameOfEvent1Amt
Gross Receipts Event1$36,805GrossReceiptsEvent1Amt
Charitable Contri Event1$23,050CharitableContriEvent1Amt
Gross Revenue Event1$13,755GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$6,160RentFacilityCostsEvent1Amt
Food And Beverage Event1$5,465FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$2,597OtherDirectExpensesEvent1Amt
Name Of Event2SCB GOLF TOURNAMENTNameOfEvent2Amt
Gross Receipts Event2$20,990GrossReceiptsEvent2Amt
Charitable Contri Event2$9,135CharitableContriEvent2Amt
Gross Revenue Event2$11,855GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$13,687RentFacilityCostsEvent2Amt
Food And Beverage Event2$657FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$3,236OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$12,603GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$5,479CharitableContriOtherEventsAmt
Gross Revenue Other Events$7,124GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$2,000RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$5,844FoodAndBeverageOtherEventsAmt
Entertainment Other Events$580EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$15,714OthDirectExpnssOtherEventsAmt
Gross Receipts Total$70,398GrossReceiptsTotalAmt
Charitable Contributions Tot$37,664CharitableContributionsTotAmt
Gross Revenue Total Events$32,734GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$21,847RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$11,966FoodAndBeverageTotalEventsAmt
Entertainment Total Events$580EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$21,547OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$55,940DirectExpenseSummaryEventsAmt
Net Income Summary-$23,206NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (12 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2
AACSB INTERNATIONAL
777 S HARBOUR ISLAND BLVDTAMPAFL336025730436036286501C3$10,000CONFERENCE SPONSORSHIP
ARNOLD AIR SOCIETY - SILVER WINGS
1501 LEE HIGHWAY SUITE 400ARLINGTONVA22209532021491501C4$10,000EVENT SPONSORSHIP
GREATER ROCHESTER ENTERPRISE INC
ONE HSBC PLAZAROCHESTERNY14604100000080501C3$50,000GENERAL SUPPORT100 CHESTNUT ST SUITE 1910
HENRIETTA FIRE DISTRICT
850 BAILEY RDW HENRIETTANY14586160974231STATE OF NY$35,000GENERAL SUPPORT
HIGH TECH ROCHESTER INC
150 LUCIUS GORDON DRW HENRIETTANY14586161195028501C3$35,000GENERAL SUPPORT, EVENT SPONSORSHIPSUITE 100
NATIONAL ASSOC OF THE DEAF
8630 FENTON STSLIVER SPRINGMD20910941358295501C3$17,500CONFERENCE SPONSORSHIPSSUITE 820
NEW YORK WINE & CULINARY CTR
800 S MAIN STCANANDAIGUANY14424201682175501C3$90,500GENERAL SUPPORT
ROCHESTER FRINGE FESTIVAL INC
PO BOX 10508ROCHESTERNY14610452840652501C3$25,000HIGHER EDUCATION SPONSORSHIP
THE TREVOR PROJECT INC
8704 SANTA MONICA BLVDW HOLLYWOODCA90069954681287501C3$5,805GENERAL SUPPORTNO 200
VENTURE JOBS FOUNDATION INC
1221 PITTSFORD VICTOR RDPITTSFORDNY14534273255356501C3$6,750EVENT SPONSORSHIP
WORLD ASSOC FOR COOPERATIVE EDUCATION INC
WANNALANCIT BUSINESS CTRLOWELLMA01854043279172501C3$32,000GENERAL SUPPORT600 SUFFOLK
ALEXANDER GRAHAM BELL ASSOC
3417 VOLTA PLACE NWWASHINGTONDC20007530196644501C3$8,000EVENT SPONSORSHIP
FieldValueIRS element (for citing)
Total501c3 Org11Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIP13070$153,487,839
GRADUATE RESEARCH ASSISTANCE347$4,472,498
FELLOWSHIPS39$358,494

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssfalseWrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES G MILLER
SVP ENROLLMENT MGMT AND CAREER SVCS$324,077$0$6,373$0$7,171$0$25,500$0$15,344$0$378,465$0$0$0
DEBORAH M STENDARDI
VP GOVT AND COMMUNITY RELATIONS$231,523$0$0$0$3,527$0$23,912$0$18,432$0$277,394$0$0$0
LISA A CAUDA
VP DEVELOPMENT AND ALUMNI RELATIONS$266,318$0$0$0$29,331$0$22,332$0$15,333$0$333,314$0$0$0
ANDREW SEARS
DEAN, GOLISANO COLLEGE OF COMPUTING AND INFO SCIENCES$285,769$0$0$0$810$0$22,950$0$52,375$0$361,904$0$0$0
DANIEL ORNT
VP AND DEAN OF INST OF HEALTH SCIENCES AND TECH$389,740$0$0$0$3,834$0$22,950$0$7,632$0$424,156$0$0$0
JAMES H WATTERS
SVP FINANCE AND ADMINISTRATION$441,633$0$15,656$0$6,489$0$25,500$0$58,684$0$547,962$0$0$0
JEREMY A HAEFNER
PROVOST AND SVP ACADEMIC AFFAIRS$420,231$0$15,632$0$2,377$0$22,950$0$66,879$0$528,069$0$0$0
RYNE RAFFAELLE
VP FOR RESEARCH AND ASSOC PROVOST$255,109$0$0$0$1,242$0$25,500$0$79,219$0$361,070$0$0$0
DONALD F FIGER
PROF AND DIR CENTER FOR DETECTORS$228,683$0$0$0$43,786$0$18,699$0$17,964$0$309,132$0$0$0
MARY-BETH A COOPER
SVP STUDENT AFFAIRS$170,423$0$0$0$828$0$17,122$0$12,069$0$200,442$0$0$0
GERARD BUCKLEY
PRESIDENT NTID, VP AND DEAN RIT$286,179$0$0$0$2,322$0$25,500$0$19,587$0$333,588$0$0$0
NABIL Z NASR
ASST PROVOST, DIR GOLISANO INST OF SUSTAINABILITY$390,681$0$0$0$2,322$0$25,500$0$21,051$0$439,554$0$0$0
KATHERINE J MAYBERRY
VP FOR STRATEGIC PLANNING AND SPECIAL INITIATIVES$215,647$0$0$0$10,023$0$22,075$0$15,531$0$263,276$0$0$0
KEVIN MCDONALD
VP AND ASSOC PROVOST FOR DIVERSITY AND INCLUSION$207,252$0$0$0$39,664$0$19,463$0$48,587$0$314,966$0$0$0
WILLIAM W DESTLER
PRESIDENT$777,066$0$47,611$0$9,287$0$22,950$0$68,073$0$924,987$0$0$0
DT OGILVIE
DEAN, SAUNDERS COLLEGE OF BUSINESS$303,608$0$0$0$9,454$0$22,950$0$25,169$0$361,181$0$0$0
HARVEY PALMER
DEAN, KATE GLEASON COLLEGE OF ENGINEERING$247,157$0$0$0$6,883$0$25,276$0$16,095$0$295,411$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a, Housing allowance or residence for personal useDUE TO THE NUMBER OF UNIVERSITY-RELATED ACTIVITIES THAT THE PRESIDENT IS REQUIRED TO HOST, HE IS REQUIRED TO LIVE IN A HOME OWNED AND MAINTAINED BY THE UNIVERSITY. THIS BENEFIT IS NOT DEEMED TO BE TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a, Health or social club dues or initiation feesTHE UNIVERSITY PAYS SOCIAL CLUB INITIATION FEES AND DUES FOR SEVEN 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 expensesEACH OF THE BENEFITS INDICATED IS AVAILABLE TO THE PRESIDENT; CERTAIN OF THESE BENEFITS ARE AVAILABLE TO SELECT OFFICERS. AMOUNTS CONSIDERED TAXABLE ARE REPORTED COMPENSATION INCLUDED ON THE EMPLOYEE'S FORM W-2. SINCE THESE BENEFITS ARE LIMITED TO VERY FEW INDIVIDUALS, A WRITTEN POLICY IS NOT CONSIDERED NECESSARY; HOWEVER, THE UNIVERSITY HAS SPECIFIC WRITTEN POLICIES PERTAINING TO TRAVEL EXPENDITURES AND PAYMENTS/REIMBURSEMENTS.
SCHEDULE J, PART I, LINE 3, METHODS USED TO ESTABLISH COMPENSATIONTHE UNIVERSITY UTILIZES EACH OF THE METHODS LISTED IN SCHEDULE J, PART I, LINE 3 ON AN ANNUAL BASIS WITH THE EXCEPTION OF REVIEWING FORM 990 OF OTHER ORGANIZATIONS EVERY OTHER YEAR. IN THE YEAR THAT 990 OF OTHER ORGANIZATIONS ARE NOT REVIEWED BY THE UNIVERSITY, A BROADER COMPENSATION SURVEY OR STUDY IS CONDUCTED.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
DASNY RIT SERIES 2002B
A14600029364983QH512006-05-04$15,719,523SEE SUPPLEMENTAL INFORMATIONYes (true)falsefalse
DASNY RIT SERIES 2006A
B14600029364983QF382006-05-04$61,706,239SEE SUPPLEMENTAL INFORMATIONfalsefalsefalse
DASNY RIT SERIES 2008A
C1460002936499034Y42008-11-13$84,352,284SEE SUPPLEMENTAL INFORMATIONYes (true)falsefalse
DASNY RIT SERIES 2010
D1460002936499054S22010-10-21$83,324,343SEE SUPPLEMENTAL INFORMATIONfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$3,235,000$10,850,000$15,720,929$0$0$0$141,121$5,000$9,808$0$15,565,000$02004Yes (true)falseYes (true)Yes (true)
B$18,440,000$0$61,710,620$0$0$0$457,585$470,127$15,809$0$60,767,099$02000falseYes (true)Yes (true)Yes (true)
C$5,900,000$76,100,000$85,041,578$0$0$0$684,437$0$0$83,691,277$665,864$02010falsefalseYes (true)Yes (true)
D$2,575,000$0$83,421,727$0$0$0$559,987$0$0$38,134,885$44,726,855$02013falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.000000.000000.00000falsefalse
Bfalsefalsefalsefalse0.000000.000000.00000falsefalse
CfalseYes (true)Yes (true)Yes (true)0.003000.000000.00300falsefalsefalsefalseYes (true)
DfalseYes (true)Yes (true)Yes (true)0.001000.004000.00500falsefalsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)falsefalse0.0false0.0falseYes (true)
BfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
CfalsefalsefalseYes (true)falsefalse0.0false0.0falseYes (true)
DfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (23 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, COLUMN (F), ISSUER NAME - DASNY, RIT SERIES 2010LINE 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 2006ALINE 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 I, COLUMN (F), ISSUER NAME - DASNY, RIT SERIES 2002BLINE 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 I, COLUMN (F), ISSUER NAME - DASNY, RIT SERIES 2012ALINE A (F): THE 2012 PROJECT CONSISTS OF THE CONSTRUCTION OF AN ICE ARENA, RENOVATIONS AND IMPROVEMENTS TO THE INSTITUTE OF HEALTH SCIENCE AND TECHNOLOGY, REPLACEMENT OF AN ELECTRICAL SUBSTATION, RENOVATIONS OF LABS, ACQUISITION OF UNIVERSITY COMMONS II, AND PARTIAL REFUNDING OF THE SERIES 2002B AND 2008A.
SCHEDULE K, PART I, COLUMN (F), ISSUER NAME - DASNY, RIT SERIES 2008ALINE 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 3, LINES 3A, 3B, 3C, 3D; SERIES 2002B, 2006A, 2008A, 2010, RESPECTIVELYTOTAL PROCEEDS OF ISSUE, INCLUDES INVESTMENT PROCEEDS OF $1,406, $4,381, $689,295, AND $97,384, RESPECTIVELY.
SCHEDULE K, PART II, LINE 3, LINE 3A, SERIES 2012ATOTAL PROCEEDS OF ISSUE, INCLUDE INVESTMENT PROCEEDS OF $192,613.
SCHEDULE K, PART II, LINE 7, LINE 7C, SERIES 2008AORIGINAL 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 7, LINE 7A, SERIES 2012ORIGINAL ISSUANCE COSTS FROM PROCEEDS OF $832,806 WERE ADJUSTED FOR $22,052 OF ADDITIONAL PROCEEDS. THESE PROCEEDS, ($22,052), TOGETHER WITH INVESTMENT PROCEEDS OF $192,613, ARE INCLUDED IN PART II, LINE 12A, OTHER UNSPENT PROCEEDS.
SCHEDULE K, PART II, LINE 7, LINE 7B, SERIES 2006AORIGINAL ISSUANCE COSTS FROM PROCEEDS OF $469,013 WERE ADJUSTED FOR $11,428 OF UNUSED PROCEEDS. THESE PROCEEDS ($11,428), TOGETHER WITH INVESTMENT PROCEEDS OF $4,381, ARE INCLUDED IN PART II, LINE 9B, WORKING CAPITAL EXPENDITURES FROM PROCEEDS.
SCHEDULE K, PART II, LINE 7, LINE 7A, SERIES 2002BORIGINAL 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 2010ORIGINAL 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 9, LINE 9A, SERIES 2002B; LINE 9B, SERIES 2006AWORKING 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 11, LINE 11A, SERIES 2012OTHER SPENT PROCEEDS, INCLUDES $75,000 FOR ISSUER/DASNY FEES.
SCHEDULE K, PART II, LINE 11, LINE 11B, SERIES 2006AOTHER SPENT PROCEEDS, INCLUDES $75,000 FOR ISSUER/DASNY FEES, $400,919 FOR STATE ISSUANCE FEES AND $60,291,180 OF PROCEEDS USED TO LEGALLY DEFEASE THE OUTSTANDING AGGREGATE PRINCIPAL AMOUNT OF SERIES 1997. THE REFUNDED BONDS WERE CALLED ON JULY 1, 2007.
SCHEDULE K, PART II, LINE 11, LINE 11D, SERIES 2010OTHER 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 2002BOTHER 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 11, LINE 11C, SERIES 2008AOTHER SPENT PROCEEDS, INCLUDES $75,000 FOR ISSUER/DASNY FEES AND $590,864 FOR STATE ISSUANCE FEES.
SCHEDULE K, PART II, LINE 12, LINE 12A, SERIES 2012OTHER UNSPENT PROCEEDS, INCLUDES $17,920,905 HELD WITH BOND TRUSTEE FOR CAPITAL EXPENDITURES ASSOCIATED WITH SERIES 2012.
SCHEDULE K, PART II, LINE 13, LINE 13A, SERIES 2012PROJECTS ASSOCIATED WITH SERIES 2012 HAVE NOT BEEN SUBSTANTIALLY COMPLETED.
Sch K, Part IV, Line 2c, ISSUER NAME: DASNY, RIT SERIES 2002B: No Rebate Due.THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 12/31/2013.
Sch K, Part IV, Line 2c, ISSUER NAME: DASNY, RIT SERIES 2008A: No Rebate Due.THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 12/31/2013.
Sch K, Part IV, Line 2c, ISSUER NAME: DASNY, RIT SERIES 2006A: No Rebate Due.THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 12/31/2013.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1DASNY RIT SERIES 2012ABusinessNameLine1
FieldValueIRS element (for citing)
Bond Issuer EIN146000293BondIssuerEIN
CUSIP649907HM7CUSIPNum
Bond Issued2012-12-12BondIssuedDt
Issue Price$168,217,368IssuePriceAmt
PurposeSEE SUPPLEMENTAL INFORMATIONPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$168,409,981TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$109,309,562RefundingEscrowAmt
Issuance Costs From Proceeds$854,858IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$40,249,655CapitalExpendituresAmt
Other Spent Proceeds$75,000OtherSpentProceedsAmt
Unspent$17,920,906UnspentAmt
Current RefundingfalseCurrentRefundingInd
Advance RefundingYes (true)AdvanceRefundingInd
Final Allocation MadefalseFinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsYes (true)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsfalseEngageBondCounselContractsInd
Any Research AgreementsYes (true)AnyResearchAgreementsInd
Engage Bond Counsel ResearchfalseEngageBondCounselResearchInd
Private Bus Use By Others0.00200PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00100PrivateBusConcerningUBIPct
Total Private Business Use0.00300TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Term Of Hedge0.0TermOfHedgePct
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Term Of GIC0.0TermOfGICPct
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
WEGMANS
TRUSTEE, GERARD PIERCE$1,861,780FOOD AND PHARMACYfalse
XEROX CORPORATION
TRUSTEE, WILLEM APPELO$690,871DOCUMENT MANAGEMENTfalse
MARK BARROWS
FAMILY MEMBER OF OFFICER$24,956PAYMENT OF COMPENSATIONfalse

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE L, PART IV, LINE 2TRUSTEE, GERARD PIERCE, IS AN OFFICER OF WEGMANS.
SCHEDULE L, PART IV, LINE 3TRUSTEE, WILLEM APPELO, IS AN OFFICER OF XEROX CORPORATION.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$113,338NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution28ContributionCnt
Noncash Contributions Rpt F990$249,835NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$3,188NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EQUIPMENT50$4,131,882MARKET VALUE
Yes (X)SOFTWARE4$2,309,775MARKET VALUE
Yes (X)CONSUMABLES22$505,941MARKET VALUE
Yes (X)OTHER2$2,902MARKET VALUE
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE M, PART I, LINES 1 -28, COLUMN BTHE UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED.
Schedule M, Part I, Line 32b, Third parties used to solicit, process, or sell noncash contributionsTHE UNIVERSITY WILL, ON OCCASION, CONTRACT WITH A THIRD PARTY FOR THE PURPOSE OF DISPOSING OF CONTRIBUTED ASSETS THAT IT DOES NOT HAVE FURTHER USE FOR AND WHICH ARE OF A SPECIALIZED NATURE.
Schedule M, part I, column (b), Line 1, Number of contributions or items contributed.
Schedule M, part I, column (b), Line 9, Number of contributions or items contributed.
Schedule M, part I, column (b), Line 18, Number of contributions or items contributed.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Sec A, Line 2, Family/business relationships amongst interested personsANN L BURR, SUSAN R HOLLIDAY, SAMUEL T HUBBARD JR, RICHARD A KAPLAN, KRAIG H KAYSER, SANDRA A PARKER, CARL E SASSANO, HARRY P TRUEHEART III, CHRISTINE B WHITMAN AND RONALD L ZARELLA ARE RIT TRUSTEES. WILLIAM W DESTLER AND JAMES H WATTERS ARE OFFICERS. - BUSINESS RELATIONSHIP, COMPLEMAR PARTNERS INC: SUSAN R HOLLIDAY (DIRECTOR), CARL E SASSANO (DIRECTOR), AND CHRISTINE B WHITMAN (CHAIR AND CEO). - BUSINESS RELATIONSHIP, FRONTIER COMMUNICATIONS: ANN L BURR (PRESIDENT, NORTHERN REGION), SANDRA A PARKER (DIRECTOR, FRONTIER COMMUNICATIONS), AND HARRY P TRUEHEART III (DIRECTOR OF FRONTIER TELEPHONE OF ROCHESTER, A SUBSIDIARY). - BUSINESS RELATIONSHIP, ONE STREAM NETWORKS LLC: CARL E SASSANO (DIRECTOR) AND CHRISTINE B WHITMAN (MANAGING MEMBER). - BUSINESS RELATIONSHIP, SENECA FOODS CORP: SAMUEL T HUBBARD JR (DIRECTOR) AND KRAIG H KAYSER (CEO AND DIRECTOR). - 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 ZARELLA (CHAIR). - BUSINESS RELATIONSHIP, VOICEPORT LLC: CARL E SASSANO (DIRECTOR) AND CHRISTINE B WHITMAN (MANAGING MEMBER). - BUSINESS RELATIONSHIP
Form 990, Part VI, Sec B, Line 11b, Review of form 990 by governing bodyPRIOR TO FILING THE RETURN, THE PREPARED RIT FORM 990 WAS PROVIDED TO THE MEMBERS OF THE AUDIT COMMITTEE AND SUBSEQUENTLY PRESENTED FOR REVIEW AT A REGULARLY SCHEDULED AUDIT COMMITTEE MEETING. PRIOR TO FILING THE RETURN, IT WAS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES VIA A SECURED WEBSITE.
Form 990, Part VI, Sec B, Line 12c, Conflict of interest policyTHE UNIVERSITY'S CONFLICT OF INTEREST POLICY APPLIES TO ALL MEMBERS OF THE BOARD OF TRUSTEES. ALL TRUSTEES AND OFFICERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS SOON AS POSSIBLE. ADDITIONALLY, ON AN ANNUAL BASIS, THE SECRETARY OF THE UNIVERSITY DISTRIBUTES A CONFLICT OF INTEREST DISCLOSURE FORM TO ALL TRUSTEES AND OFFICERS SOLICITING DISCLOSURE OF ANY ACTUAL OR POTENTIAL CONFLICTS. FOLLOWING THE RECEIPT OF INFORMATION CONCERNING A CONTRACT OR TRANSACTION INVOLVING A POTENTIAL CONFLICT OF INTEREST, THE SECRETARY OF THE UNIVERSITY WILL ARRANGE FOR THE CONFLICT OF INTEREST SUBCOMMITTEE TO CONSIDER THE MATERIAL FACTS CONCERNING THE FAIRNESS AND BUSINESS CASE OF THE PROPOSED CONTRACT OR TRANSACTION. THE COMMITTEE SHALL APPROVE ONLY THOSE CONTRACTS OR TRANSACTIONS IN WHICH THE TERMS ARE FAIR AND REASONABLE TO THE UNIVERSITY AND THE ARRANGEMENTS ARE CONSISTENT WITH THE BEST INTERESTS OF THE UNIVERSITY. IN ANY EVENT, SUCH MEMBERS WILL NEITHER VOTE, NOR DISCHARGE HIS/HER DUTIES WITH RESPECT TO ANY MATTER CONCERNING A CONFLICT. THE COMMITTEE SHALL SET FORTH THE BASIS FOR ITS DECISION WITH RESPECT TO APPROVAL OF CONTRACTS OR TRANSACTIONS INVOLVING CONFLICTS OF INTEREST IN THE MINUTES OF THE MEETING AT WHICH THE DECISION IS MADE, INCLUDING THE BASIS FOR DETERMINING THAT THE CONSIDERATION TO BE PAID IS FAIR TO THE UNIVERSITY. THE 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, Sec B, Line 15a, Process to establish compensation of top management officialTHE EXECUTIVE COMPENSATION SUBCOMMITTEE SHALL DECIDE UPON MATTERS OF EXECUTIVE SALARY AND BENEFITS, AND ANNUALLY SHALL REVIEW THE COMPENSATION OF THE OFFICERS OF THE UNIVERSITY, MAKING A RECOMMENDATION CONCERNING THE SAME TO THE EXECUTIVE COMMITTEE FOR ITS FINAL APPROVAL. THE PRESIDENT ANNUALLY WILL MEET WITH THE EXECUTIVE COMPENSATION SUBCOMMITTEE AND PROVIDE IT WITH AN EVALUATION OF THE OFFICERS OF THE UNIVERSITY OTHER THAN THE PRESIDENT, AND A PROPOSAL FOR THEIR COMPENSATION. THE CHAIR OF THE BOARD OF TRUSTEES ANNUALLY WILL MEET WITH THE EXECUTIVE COMPENSATION SUBCOMMITTEE AND PROVIDE IT WITH AN EVALUATION OF THE PRESIDENT AND A PROPOSAL FOR THE PRESIDENT'S COMPENSATION. BIENNIALLY THE EXECUTIVE COMPENSATION SUBCOMMITTEE UTILIZES VARIOUS TOOLS TO REVIEW THE COMPENSATION FOR THE OFFICERS: INDEPENDENT CONSULTANT AND COMPENSATION SURVEY BASED ON A SALARY ANALYSIS OF COMPARABLE POSITIONS IN LIKE CIRCUMSTANCES.
Form 990, Part VI, Sec B, Line 15b, Process to establish compensation of other employeesTHE EXECUTIVE COMPENSATION SUBCOMMITTEE REVIEWS THE PROPOSED SALARIES OF THE FOLLOWING POSITIONS: PRESIDENT; PROVOST AND SVP ACADEMIC AFFAIRS; SVP FINANCE AND ADMINISTRATION; 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, Sec C, Line 19, Required documents available to the publicTHE FOLLOWING DOCUMENTS ARE AVAILABLE AT THE UNIVERSITY'S WEBSITE AT WWW.RIT.EDU: 1) LIST OF MEMBERS OF THE BOARD OF TRUSTEES; 2) CONSOLIDATED AUDITED FINANCIAL STATEMENTS; AND 3) UNIVERSITY POLICY AND PROCEDURES MANUAL. ADDITIONALLY, THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=EQUIPMENT :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=SOFTWARE :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=CONSUMABLES :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=OTHER :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=EQUIPMENT :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=SOFTWARE :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=CONSUMABLES :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=OTHER :

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
5257 W HENRIETTA ROAD LLC
5257 W HENRIETTA RDHENRIETTANY14586161609483OWN REAL PROPERTYNY$5,522,325$22,465,409ROCHESTER INSTITUTE OF TECHNOLOGY
MAGIC SPELL STUDIOS LLC
ONE LOMB MEMORIAL DRIVEROCHESTERNY14623464163650DIGITAL RESEARCH CENTERNY$8,250$8,653ROCHESTER INSTITUTE OF TECHNOLOGY

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1Province Or StateForeignAddress/ProvinceOrStateCountryForeignAddress/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
RIT GLOBAL DELIVERY CORPORATION
7 LOMB MEMORIAL DRIVEROCHESTERNY14623201151703EDUCATIONAL PURPOSESNY501(C)(3)11 - Type IINAfalse
RIT CROATIA (FKA AMERICAN COLLEGE OF MANAGEMENT AND TECHNOLOGY)
EDUCATIONAL PURPOSES501(C)(3)2RIT GLOBAL DELIVERY CORPORATIONfalseDON FRANA BULIKA 6DUBROVNIKHRHR
RIT CAMPUS CLUB INC
39 LOMB MEMORIAL DRIVEROCHESTERNY14623161201526SUPPORT RITNY501(C)(3)11 - Type IINAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1RIT VENTURE FUND I LLCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 LOMB MEMORIAL DRIVEAddressLine1
CityROCHESTERCity
StateDEState
ZIP Code14623ZIPCode
FieldValueIRS element (for citing)
EIN455183880EIN
Primary ActivitiesINVESTMENTSPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1ROCHESTER INSTITUTE OF TECHNOLOGYBusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeRELATEDPredominantIncomeTypeTxt
Share Of Total Income$0ShareOfTotalIncomeAmt
Share Of EOY Assets$23,351ShareOfEOYAssetsAmt
Disproportionate AllocationsYes (true)DisproportionateAllocationsInd
General Or Managing PartnerfalseGeneralOrManagingPartnerInd
Ownership1OwnershipPct
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
RIT CAMPUS CLUB INC
A$617,424
RIT CAMPUS CLUB INC
L$2,412,480
RIT GLOBAL DELIVERY CORPORATION
S$197,039
RIT VENTURE FUND I LLC
C$149,750

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III, RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIPFormAndLineReferenceDesc
ExplanationRIT 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.ExplanationTxt

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