THE TRUSTEES OF THE STEVENS INSTITUTE OF TECHNOLOGY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: THE TRUSTEES OF THE STEVENS INSTITUTE OF TECHNOLOGY (EIN 22-1487354)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-04-11
IRS object ID: 202601019349301020
Schema version: 2024v5.5
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-04-11T12:24:25-05:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135565207	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1735 MARKET STREET	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	221487354	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE TRUSTEES OF THE STEVENS INSTITUTE OF	BusinessNameLine1Txt
Business Name Line2	TECHNOLOGY	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	TRUS	BusinessNameControlTxt
Phone	2012168761	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE CASTLE POINT ON HUDSON	AddressLine1Txt
City	HOBOKEN	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07030	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOSEPH CASSIDY	PersonNm
Person Title	CFO, VP FOR FIN & TREASURER	PersonTitleTxt
Phone	2012168761	PhoneNum
Signature	2026-04-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PHILLIP GROFF	PreparerPersonNm
PTIN	P01247783	PTIN
Phone	2672567000	PhoneNum
Preparation	2026-04-07	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	STEVENS INSTITUTE OF TECHNOLOGY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	JOSEPH CASSIDY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE CASTLE PT ON HUDSON	AddressLine1Txt
City	HOBOKEN	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07030	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$698,584,005	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.STEVENS.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1870	FormationYr
Legal Domicile State	NJ	LegalDomicileStateCd
Activity Or Mission	THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE EDUCATIONAL SERVICES, SEE SCHEDULE O.	ActivityOrMissionDesc
Voting Members Governing Body	33	VotingMembersGoverningBodyCnt
Voting Members Independent	27	VotingMembersIndependentCnt
Total Employee	4330	TotalEmployeeCnt
Total Volunteers	1016	TotalVolunteersCnt
Total Gross UBI	$451,918	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$151,489	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$23,047,335	PYContributionsGrantsAmt
CY Contributions Grants	$40,116,227	CYContributionsGrantsAmt
PY Program Service Revenue	$482,134,852	PYProgramServiceRevenueAmt
CY Program Service Revenue	$499,435,017	CYProgramServiceRevenueAmt
PY Investment Income	$17,920,798	PYInvestmentIncomeAmt
CY Investment Income	$23,541,954	CYInvestmentIncomeAmt
PY Other Revenue	$13,566,810	PYOtherRevenueAmt
CY Other Revenue	$15,627,904	CYOtherRevenueAmt
PY Total Revenue	$536,669,795	PYTotalRevenueAmt
CY Total Revenue	$578,721,102	CYTotalRevenueAmt
PY Grants And Similar Paid	$129,554,579	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$138,662,148	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$212,362,436	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$219,661,451	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$284,739	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$209,246	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$6,401,883	CYTotalFundraisingExpenseAmt
PY Other Expenses	$167,300,710	PYOtherExpensesAmt
CY Other Expenses	$175,436,215	CYOtherExpensesAmt
PY Total Expenses	$509,502,464	PYTotalExpensesAmt
CY Total Expenses	$533,969,060	CYTotalExpensesAmt
PY Revenues Less Expenses	$27,167,331	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$44,752,042	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,056,523,320	TotalAssetsBOYAmt
Total Assets EOY	$1,140,670,011	TotalAssetsEOYAmt
Total Liabilities BOY	$420,497,769	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$404,660,892	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$636,025,551	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$736,009,119	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$372,040,647	ExpenseAmt
Grant	$138,662,148	GrantAmt
Revenue	$394,055,413	RevenueAmt
Desc	EDUCATIONAL INSTRUCTION: IN THE ACADEMIC YEAR 2024-2025, STEVENS' ENROLLMENT WAS 4,236 UNDERGRADUATE STUDENTS AND 4,233 GRADUATE STUDENTS. 1,068 STUDENTS GRADUATED WITH BACHELOR OF ENGINEERING, SCIENCE, BUSINESS OR ARTS DEGREES, 1,733 STUDENTS RECEIVED MASTER'S IN ENGINEERING, SCIENCE OR BUSINESS ADMINISTRATION. 85 PHD DEGREES WERE ALSO CONFERRED. IN ADDITION, STEVENS COLLABORATED WITH NUMEROUS DOMESTIC AND INTERNATIONAL UNIVERSITIES AND OTHER EDUCATIONAL PROGRAMS TO PROVIDE COURSES AND TRAINING TO INTERNATIONAL STUDENTS. STEVENS EMPHASIZES INNOVATION AND TEACHES ENTREPRENEURSHIP THROUGHOUT ITS CURRICULUM WITH THE AIM OF ENABLING THE INTEGRATION OF TECHNOLOGICAL AND MARKET KNOWLEDGE.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$66,868,044	ExpenseAmt
Revenue	$75,609,973	RevenueAmt
Desc	RESEARCH: THE U.S. DEPARTMENT OF DEFENSE SUPPORTS STEVENS LEADERSHIP OF THE SYSTEMS ENGINEERING RESEARCH CENTER (SERC), A UNIVERSITY AFFILIATED RESEARCH CENTER (UARC). THE NATIONAL SCIENCE FOUNDATION SUPPORTS THE CENTER FOR RESEARCH FOR ADVANCING FINANCIAL TECHNOLOGIES, AN INDUSTRY-UNIVERSITY COOPERATIVE RESEARCH CENTER (IUCRC). STEVENS IS RECOGNIZED BY THE DEPARTMENT OF HOMELAND SECURITY AS A NATIONAL CENTER OF EXCELLENCE IN INFORMATION ASSURANCE AS IT SUPPORTS THE ACTIVITIES OF THE CENTER FOR THE ADVANCEMENT OF SECURE SYSTEMS AND INFORMATION ASSURANCE (CASSIA).	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$49,731,755	ExpenseAmt
Revenue	$43,302,969	RevenueAmt
Desc	STUDENT LIFE: THE UNIVERSITY MAINTAINS A 55 ACRE CAMPUS IN HOBOKEN, NEW JERSEY AND PROVIDES STUDENTS WITH ON AND OFF CAMPUS HOUSING AS WELL AS SEVERAL DINING FACILITIES. CLOSE INTERACTIONS BETWEEN PROFESSORS AND STUDENTS ALLOW FOR GREATER ACADEMIC AND SOCIAL DEVELOPMENT. THERE ARE OVER 138 CLUBS, ORGANIZATIONS AND 23 VARSITY SPORTS THAT OFFER THE STUDENTS AMPLE OPPORTUNITY TO PARTICIPATE, BROADEN AND ENRICH THEIR STUDENT LIFE. THERE ARE ALSO 21 FRATERNITIES AND SORORITIES ON CAMPUS. THE S.C. WILLIAMS LIBRARY SERVES AS THE UNIVERSITY'S INTELLECTUAL, CULTURAL AND SOCIAL CENTER, CAPITALIZING ON A RESOURCEFUL STAFF AND NEW TECHNOLOGIES TO FOSTER A STIMULATING ENVIRONMENT FOR TEACHING, LEARNING AND SCIENTIFIC DISCOVERY.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$488,640,446	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	7515	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	4330	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	33	GoverningBodyVotingMembersCnt
Independent Voting Member	27	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOSEPH CASSIDY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2012165287	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE CASTLE PT ON HUDSON	AddressLine1Txt
City	HOBOKEN	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07030	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (66 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
GEORGE M CALHOUN
TRUSTEE/PROFESSOR AS OF 5/20/25	55.00	0.00	Yes (X)	$280,054	$0	$34,203
NARIMAN FARVARDIN
PRESIDENT/TRUSTEE	55.00	0.00	Yes (X)	$1,262,010	$0	$34,954	Yes (X)
R ELAINE HENRY
TRUSTEE/PROFESSOR TO 5/20/25	55.00	0.00	Yes (X)	$264,739	$0	$35,432
DIBYENDU DIBS SARKAR
TRUSTEE/PROFESSOR	55.00	0.00	Yes (X)	$285,504	$0	$53,033
JARED W DONNELLY
TRUSTEE	1.00	0.00	Yes (X)	$983	$0	$0
NICHOLAS SMITH
TRUSTEE AS OF 5/20/25	1.00	0.00	Yes (X)	$4,826	$0	$0
CHRISTOPHER J FRANK
TRUSTEE/ADJUNCT	1.00	0.00	Yes (X)	$4,575	$0	$103
STEPHEN T BOSWELL
CHAIRMAN/TRUSTEE	3.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
SALEEL V AWSARE
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
LAWRENCE T BABBIO JR
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
MARISSA BROCK
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
DEVON E BROOKS
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
CHARLES J BUSCARINO
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
MICHAEL CAHILL
TRUSTEE AS OF 9/21/24	1.00	0.00	Yes (X)	$0	$0	$0
MARY ANNE CANNON
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
KAREN S CAROLONZA
TRUSTEE TO 1/15/25	1.00	0.00	Yes (X)	$0	$0	$0
PAM P CHENG
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
THOMAS A CORCORAN
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
PHILIP P CROWLEY
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
JOHN R DEARBORN
TRUSTEE TO 8/27/24	1.00	0.00	Yes (X)	$0	$0	$0
JOSEPH DEL GUERCIO
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
JOSEPH G DIPOMPEO
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
MANUEL S ESCOBEDO
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
HERMES O GONZALEZ-BELLO
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
JOHN SEAN J HANLON IV
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
EMILY R KOVELESKY
TRUSTEE TO 5/20/25	1.00	0.00	Yes (X)	$0	$0	$0
A MICHAEL LIPPER
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
LISA M MASCOLO
TRUSTEE TO 8/18/24	1.00	0.00	Yes (X)	$0	$0	$0
THOMAS J NATHANSON
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
BRIAN J NIGITO
TRUSTEE AS OF 3/25/25	1.00	0.00	Yes (X)	$0	$0	$0
SAMUEL P RECKFORD
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
VIRGINIA P RUESTERHOLZ
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
JOHN A SCHEPISI
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
CHARLES H SHOTMEYER
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
LOUIS A STEINBERG
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
J SCOTT SWENSEN
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
MEHRAB H SYED
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
PAUL VON AUTENRIED
TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
KATHY L SCHULZ
VP & GENERAL COUNSEL/SECRETARY	55.00	0.00		$503,489	$0	$44,711	Yes (X)
LOUIS J MAYER
VP OF FINANCE/TREASURER, CFO	55.00	0.00		$494,006	$0	$57,139	Yes (X)
JOSEPH E CASSIDY
AVP FINANCE/ASSIST TREAS	55.00	0.00		$292,924	$0	$26,591	Yes (X)
TONIANN BIONDOLILLO
ASST SEC/EXEC ASST	55.00	0.00		$111,215	$0	$20,724	Yes (X)
CONSTANTIN CHASSAPIS
SR. VICE PROVOST	55.00	0.00		$449,530	$0	$57,139		Yes (X)
MICHAEL PARENTE
INTERIM VP AS OF 9/7/24	55.00	0.00		$220,788	$0	$17,284		Yes (X)
ANTHONY BARRESE
DIR CORE CURR & FAC DEV TO 8/31/24	55.00	0.00		$312,793	$0	$53,855		Yes (X)
CINDY CHIN
VICE PRESIDENT FOR ENROLLMENT MGMT	55.00	0.00		$348,633	$0	$24,580		Yes (X)
ELISABETH MCGRATH
VP FOR UNIV RELATIONS	55.00	0.00		$436,157	$0	$27,776		Yes (X)
GREGORY PRASTACOS
DEAN TO 8/31/24 & PROFESSOR	55.00	0.00		$447,981	$0	$64,188		Yes (X)
ROBERT MAFFIA
VP FOR FACILITIES & CAMPUS OPS	55.00	0.00		$368,982	$0	$64,188		Yes (X)
SARA KLEIN
VICE PRESIDENT FOR STUDENT AFFAIRS	55.00	0.00		$316,002	$0	$40,574		Yes (X)
JEAN ZU
DEAN	55.00	0.00		$445,533	$0	$42,522		Yes (X)
LAURA ROSE
VP FOR DEV/ALUM	55.00	0.00		$404,270	$0	$56,759		Yes (X)
TEJASH PATEL
VP, CIO TO 9/6/24	55.00	0.00		$297,958	$0	$21,623		Yes (X)
JIANMIN QU
PROVOST & SVP FOR ACADEMIC AFFAIRS	55.00	0.00		$615,862	$0	$57,139		Yes (X)
SHERAINE GILLIAM
CHRO, VP FOR HUMAN RESOURCES	55.00	0.00		$356,008	$0	$37,811		Yes (X)
EDMUND SYNAKOWSKI
VICE PROVOST	55.00	0.00		$435,684	$0	$57,139		Yes (X)
ARSHAD SAIYED
COLO & DEAN AS OF 4/15/24	55.00	0.00		$251,413	$0	$31,492		Yes (X)
GERT-JAN DE VREEDE
DEAN AS OF 9/1/24	55.00	0.00		$245,459	$0	$185		Yes (X)
GEORGE KORFIATIS
PROFESSOR	55.00	0.00		$400,005	$0	$57,174			Yes (X)
DINESH VERMA
PROFESSOR/EXEC DIR OF SERC	55.00	0.00		$405,349	$0	$62,276			Yes (X)
SOURAN MANOOCHEHRI
PROFESSOR & DEPT CHAIR	55.00	0.00		$375,999	$0	$43,469			Yes (X)
MUHAMMAD HAJJ
DEPARTMENT CHAIR	55.00	0.00		$428,361	$0	$57,174			Yes (X)
DAVID ZENG
VICE PROVOST	55.00	0.00		$439,051	$0	$54,994			Yes (X)
DAWN DA SILVA
FORMER AVP	55.00	0.00		$218,325	$0	$20,291				Yes (X)
DILHAN KALYON
FORMER KEY	55.00	0.00		$193,465	$0	$42,827				Yes (X)
CHRISTOPHE PIERRE
FORMER KEY & PROFESSOR	55.00	0.00		$384,808	$0	$59,071				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$12,302,741	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,358,420	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	521	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
COMPASS GROUP USA 417632
2400 YORKMONT RD	CHARLOTTE	NC	28217	DINING SEVICES PROVIDER	$13,433,124
NOODLE PARTNERS INC
860 BROADWAY	NEW YORK	NY	10003	ON-LINE COURSE PROVIDER	$5,130,307
UG2 LLC
116 HUNTINGTON AVENUE 12TH FLOOR	BOSTON	MA	02116	CLEANING SERVICES	$4,645,589
TISHMAN CONSTRUCTION
30 KNIGHTSBRIDGE ROAD BLDG 5 2ND F	PISCATAWAY	NJ	08854	BUILDING CONTRACTOR	$3,362,058
SORDONI CONSTRUCTION CO
1 PLUCKEMIN WAY 2ND FLOOR	BEDMINSTER	NJ	07921	BUILDING CONTRACTOR	$3,020,251

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	185	CntrctRcvdGreaterThan100KCnt
Fundraising	$168,175	FundraisingAmt
Government Grants	$2,748,981	GovernmentGrantsAmt
All Other Contributions	$37,199,071	AllOtherContributionsAmt
Noncash Contributions	$3,924,879	NoncashContributionsAmt
Total Contributions	$40,116,227	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611600	$385,478,914	$385,478,914
RESEARCH REVENUE	541610	$73,349,707	$73,349,707
STUDENT HOUSING	611710	$26,500,369	$26,500,369
STUDENT DINING	611710	$13,744,611	$13,744,611
TECHNICAL LEADERSHIP	611600	$361,416	$361,416

Field	Value	IRS element (for citing)
Total Program Service Revenue	$499,435,017	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,389,464	TotalRevenueColumnAmt
Unrelated Business Revenue	$132,801	UnrelatedBusinessRevenueAmt
Exclusion	$13,256,663	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$188,183	TotalRevenueColumnAmt
Exclusion	$188,183	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$57,210	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$57,210	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$57,210	TotalRevenueColumnAmt
Unrelated Business Revenue	$13,950	UnrelatedBusinessRevenueAmt
Exclusion	$43,260	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$129,432,456	SecuritiesAmt
Other	$300,510	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$119,532,476	SecuritiesAmt
Other	$48,000	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$9,899,980	SecuritiesAmt
Other	$252,510	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,152,490	TotalRevenueColumnAmt
Exclusion	$10,152,490	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$93,195	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$168,175	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$282,427	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$189,232	TotalRevenueColumnAmt
Exclusion	-$189,232	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STUDENT HEALTH INS	900099	$5,892,092	$5,892,092
DIG INNOVATION HALL	900099	$4,260,775	$4,260,775
COMMISSION ON DINING	900099	$1,625,179	$1,625,179

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,793,697	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,755,292	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$305,167	UnrelatedBusinessRevenueAmt
Exclusion	$1,733,238	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$15,571,743	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$578,721,102	TotalRevenueColumnAmt
Related Or Exempt Func Income	$512,968,355	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$451,918	UnrelatedBusinessRevenueAmt
Exclusion	$25,184,602	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$138,662,148	TotalAmt
Program Services	$138,662,148	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$9,839,807	TotalAmt
Program Services	$4,010,114	ProgramServicesAmt
Management And General	$5,414,498	ManagementAndGeneralAmt
Fundraising	$415,195	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$168,357,227	TotalAmt
Program Services	$152,493,754	ProgramServicesAmt
Management And General	$12,164,469	ManagementAndGeneralAmt
Fundraising	$3,699,004	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$9,628,885	TotalAmt
Program Services	$8,456,694	ProgramServicesAmt
Management And General	$949,880	ManagementAndGeneralAmt
Fundraising	$222,311	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$21,625,250	TotalAmt
Program Services	$18,992,658	ProgramServicesAmt
Management And General	$2,133,310	ManagementAndGeneralAmt
Fundraising	$499,282	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$10,210,282	TotalAmt
Program Services	$8,967,313	ProgramServicesAmt
Management And General	$1,007,235	ManagementAndGeneralAmt
Fundraising	$235,734	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$759,431	TotalAmt
Program Services	$513,600	ProgramServicesAmt
Management And General	$240,668	ManagementAndGeneralAmt
Fundraising	$5,163	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$678,643	TotalAmt
Management And General	$678,643	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$258,480	TotalAmt
Management And General	$258,480	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$209,246	TotalAmt
Fundraising	$209,246	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,374,829	TotalAmt
Program Services	$2,374,829	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$36,947,212	TotalAmt
Program Services	$30,150,461	ProgramServicesAmt
Management And General	$6,386,964	ManagementAndGeneralAmt
Fundraising	$409,787	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$7,808,795	TotalAmt
Program Services	$7,256,931	ProgramServicesAmt
Management And General	$547,653	ManagementAndGeneralAmt
Fundraising	$4,211	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,835,311	TotalAmt
Program Services	$1,758,900	ProgramServicesAmt
Management And General	$956,611	ManagementAndGeneralAmt
Fundraising	$119,800	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$10,997,138	TotalAmt
Program Services	$8,958,454	ProgramServicesAmt
Management And General	$1,962,765	ManagementAndGeneralAmt
Fundraising	$75,919	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,931,788	TotalAmt
Program Services	$2,298,066	ProgramServicesAmt
Management And General	$604,638	ManagementAndGeneralAmt
Fundraising	$29,084	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$5,274,476	TotalAmt
Program Services	$5,045,610	ProgramServicesAmt
Management And General	$173,952	ManagementAndGeneralAmt
Fundraising	$54,914	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$884,170	TotalAmt
Program Services	$850,537	ProgramServicesAmt
Management And General	$30,417	ManagementAndGeneralAmt
Fundraising	$3,216	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$11,925,946	TotalAmt
Program Services	$11,613,694	ProgramServicesAmt
Management And General	$312,252	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$27,796,439	TotalAmt
Program Services	$27,068,656	ProgramServicesAmt
Management And General	$727,783	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,697,047	TotalAmt
Program Services	$3,820	ProgramServicesAmt
Management And General	$2,693,227	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
RESEARCH CONTRACTS	$32,940,758	$32,939,351	$1,407
REPAIRS & MAINTENANCE	$11,719,520	$11,690,133		$29,387
HOSPITALITY	$4,688,113	$3,916,314	$487,183	$284,616
MATERIALS AND SUPPLIES	$4,653,826	$4,423,776	$188,491	$41,559

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,264,293	TotalAmt
Program Services	$6,194,633	ProgramServicesAmt
Management And General	$1,006,205	ManagementAndGeneralAmt
Fundraising	$63,455	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$533,969,060	TotalAmt
Program Services	$488,640,446	ProgramServicesAmt
Management And General	$38,926,731	ManagementAndGeneralAmt
Fundraising	$6,401,883	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$962,871	BOYAmt
EOY	$65,313	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$60,074,297	BOYAmt
EOY	$51,042,551	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$8,735,074	BOYAmt
EOY	$11,022,310	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$23,373,599	BOYAmt
EOY	$16,487,935	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$18,785,689	BOYAmt
EOY	$20,413,428	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$843,513,115	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$279,752,973	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$563,257,706	BOYAmt
EOY	$563,760,142	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$263,334,628	BOYAmt
EOY	$352,584,808	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$103,946,117	BOYAmt
EOY	$113,631,904	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$14,053,339	BOYAmt
EOY	$11,661,620	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,056,523,320	BOYAmt
EOY	$1,140,670,011	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$35,508,819	BOYAmt
EOY	$27,548,212	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$24,505,510	BOYAmt
EOY	$23,205,627	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$348,551,266	BOYAmt
EOY	$342,183,647	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$11,932,174	BOYAmt
EOY	$11,723,406	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$420,497,769	BOYAmt
EOY	$404,660,892	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$308,433,521	BOYAmt
EOY	$353,291,164	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$327,592,030	BOYAmt
EOY	$382,717,955	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$636,025,551	BOYAmt
EOY	$736,009,119	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,056,523,320	BOYAmt
EOY	$1,140,670,011	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$44,752,042	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$55,685,224	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$453,698	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$22,367,305	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$26,222,427	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$16,832,420	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$23,037,335	CurrentTaxYearMinus1YearAmt
Current Tax Year	$40,116,227	CurrentTaxYearAmt
Total	$128,575,714	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$22,367,305	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$26,222,427	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$16,832,420	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$23,037,335	CurrentTaxYearMinus1YearAmt
Current Tax Year	$40,116,227	CurrentTaxYearAmt
Total	$128,575,714	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$18,574,860	SubstantialContributorsTotAmt
Public Support Total170	$110,000,854	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,171,209	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,693,089	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,052,392	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$13,325,155	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,488,106	CurrentTaxYearAmt
Total	$47,729,951	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$151,489	CurrentTaxYearAmt
Total	$151,489	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,248,239	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,587,250	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,103,703	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,498,997	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,826,433	CurrentTaxYearAmt
Total	$8,264,622	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$184,721,776	TotalSupportAmt
Gross Receipts Rltd Activities	$2,245,866,276	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.59550	PublicSupportCY170Pct
Public Support PY170	0.60890	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	GROSS INCOME FROM FUNDRAISING - 2021 AMOUNT: $ 37,870. 2022 AMOUNT: $ 173,436. 2023 AMOUNT: $ 60,252. 2024 AMOUNT: $ 93,195. OTHER INCOME - 2020 AMOUNT: $ 1,248,239. 2021 AMOUNT: $ 1,549,380. 2022 AMOUNT: $ 930,267. 2023 AMOUNT: $ 2,438,745. 2024 AMOUNT: $ 1,733,238.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$332,687	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$332,687	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	THE STEVENS INSTITUTE OF TECHNOLOGY HIRED OUTSIDE CONSULTANTS TO UNDERTAKE LOBBYING ACTIVITIES RELATED TO EDUCATIONAL AND OTHER MISSION-RELATED INITIATIVES ON ITS BEHALF. STAFF PARTICIPATES IN ACTIVITIES SUCH AS MEETING WITH NEW JERSEY AND HOBOKEN ELECTED AND APPOINTED OFFICIALS TO PROMOTE STEVENS AND ITS PRIORITY PROGRAMS AND INITIATIVES SUCH AS CAPITAL PROJECTS, RESEARCH, ECONOMIC AND CORPORATE ENGAGEMENT, AND VARIOUS SPECIAL INITIATIVES/NEEDS. THEY MONITOR AND PROVIDE FEEDBACK ON LEGISLATION AND POLICIES OF INTEREST TO STEVENS' OPERATIONS. IN ADDITION, THEY PROVIDE OVERSIGHT TO OUTSIDE CONSULTANTS AND ARE DIRECTLY ENGAGED IN ACTIVITIES RELATED TO STEVENS' FEDERAL RESEARCH INITIATIVES. GREGORY TOWNSEND, SENIOR DIRECTOR OF CORPORATE, GOVERNMENT, AND COMMUNITY RELATIONS, IS REGISTERED AS A LOBBYIST IN THE STATE OF NEW JERSEY. HE SPENDS APPROXIMATELY 35% OF HIS TIME ON NEW JERSEY-FOCUSED HIGHER EDUCATION AND TECHNOLOGY ISSUES.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd
Incl Escrow Custodial Acct Liab	0	InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$374,597,625	BeginningYearBalanceAmt
Contributions	$26,899,826	ContributionsAmt
Investment Earnings Or Losses	$41,450,285	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,817,882	GrantsOrScholarshipsAmt
Other Expenditures	$50,444,727	OtherExpendituresAmt
End Year Balance	$387,685,127	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$318,946,815	BeginningYearBalanceAmt
Contributions	$24,070,012	ContributionsAmt
Investment Earnings Or Losses	$41,134,515	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,989,902	GrantsOrScholarshipsAmt
Other Expenditures	$5,563,815	OtherExpendituresAmt
End Year Balance	$374,597,625	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$269,273,622	BeginningYearBalanceAmt
Contributions	$31,464,181	ContributionsAmt
Investment Earnings Or Losses	$27,381,853	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,714,751	GrantsOrScholarshipsAmt
Other Expenditures	$5,458,090	OtherExpendituresAmt
End Year Balance	$318,946,815	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$272,887,000	BeginningYearBalanceAmt
Contributions	$14,472,347	ContributionsAmt
Investment Earnings Or Losses	-$9,906,243	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,502,583	GrantsOrScholarshipsAmt
Other Expenditures	$4,676,899	OtherExpendituresAmt
End Year Balance	$269,273,622	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$225,010,000	BeginningYearBalanceAmt
Contributions	$5,006,650	ContributionsAmt
Investment Earnings Or Losses	$50,225,185	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,272,013	GrantsOrScholarshipsAmt
Other Expenditures	$4,082,822	OtherExpendituresAmt
End Year Balance	$272,887,000	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.08239	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.91761	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,691,546	OtherCostOrOtherBasisAmt
Book Value	$1,691,546	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$717,193,761	OtherCostOrOtherBasisAmt
Depreciation	$211,212,823	DepreciationAmt
Book Value	$505,980,938	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$98,023,833	OtherCostOrOtherBasisAmt
Depreciation	$50,944,803	DepreciationAmt
Book Value	$47,079,030	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$26,603,975	OtherCostOrOtherBasisAmt
Depreciation	$17,595,347	DepreciationAmt
Book Value	$9,008,628	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$563,760,142	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS	$22,025,868	F
TRUSTS HELD BY OTHERS	$7,210,543	F
SPLIT INTEREST AGREEMENTS	$2,599,257	F
PRIVATE EQUITY	$81,796,236	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$113,631,904	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
OPERATING LEASE OBLIGATIONS	$936,007
ANNUITIES PAYABLE	$1,721,904
POST-RETIREMENT AND PENSION OBLIGATIONS	$3,822,956
CONDITIONAL ASSET RETIREMENT OBLIGATION	$4,758,669
REFUNDABLE ADVANCES	$483,870

Field	Value	IRS element (for citing)
Total Liability	$11,723,406	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4:	COLLECTIONS OF ART, HISTORICAL TREASURES AND ARCHIVES STEVENS MAINTAINS A COLLECTION OF VARIOUS WORKS OF ART, HISTORICAL TREASURES, ARCHIVES AND OTHER SIMILAR ASSETS THAT ARE ON PUBLIC DISPLAY IN ITS LIBRARY AND OTHER LOCATIONS ON CAMPUS FOR THE ENRICHMENT AND ENJOYMENT OF VISITORS, FACULTY, STAFF AND STUDENTS.
PART V, LINE 4:	ENDOWMENT FUNDS THE UNIVERSITY'S ENDOWMENT FUND IS INTENDED TO SUPPORT SCHOLARSHIPS FOR UNDERGRADUATE AND GRADUATE STUDENTS AND TO PROVIDE FINANCIAL ASSISTANCE FOR PROGRAMS AND SERVICES CONDUCTED BY THE UNIVERSITY.
PART X, LINE 2:	INCOME TAXES THE UNIVERSITY HAS BEEN CLASSIFIED AS AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND, THEREFORE, IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE CODE AND SIMILAR STATE OF NEW JERSEY TAX PROVISIONS. FEDERAL LAW IMPOSES TAX ON INCOME THAT IS NOT RELATED TO AN ORGANIZATION'S TAX-EXEMPT PURPOSES OR OTHERWISE EXCLUDED UNDER THE CODE AS WELL AS AN EXCISE TAX ON CERTAIN EXCESS COMPENSATION. THE UNIVERSITY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS, TO IDENTIFY AND REPORT UNRELATED INCOME, DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS, AND TO REVIEW OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. MANAGEMENT OF THE UNIVERSITY BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	SEE SUPPLEMENTAL PAGE
NONDISCRIMINATION POLICY - PART I, LINE 3	STEVENS INSTITUTE OF TECHNOLOGY'S NONDISCRIMINATION POLICY IS AVAILABLE ON THE ADMISSIONS APPLICATION WEBPAGE FOR PROSPECTIVE STUDENTS AND IN THE STUDENT HANDBOOK WHICH IS AVAILABLE ON THE STEVENS WEBSITE AND AVAILABLE TO ALL STUDENTS AT ORIENTATION AND REGISTRATION. THE UNIVERSITY'S BYLAWS ALSO CONTAIN STEVENS' NONDISCRIMINATION POLICY.
GOVERNMENTAL FUNDING PART I, LINE 6A	STEVENS INSTITUTE OF TECHNOLOGY RECEIVES FUNDING FROM FEDERAL AND STATE GOVERNMENTAL SOURCES INCLUDING, BUT NOT LIMITED TO, PELL, FEDERAL DIRECT LOAN PROGRAMS, FSEOG AND THE NJ TUITION ASSISTANCE GRANT.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (28 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC	23	PROGRAM SERVICES	CONFERENCE/MTG	$123,802
EUROPE	56	PROGRAM SERVICES	CONFERENCE/MTG	$269,315
MIDDLE EAST AND NORTH AFRICA	3	PROGRAM SERVICES	CONFERENCE/MTG	$14,142
NORTH AMERICA	29	PROGRAM SERVICES	CONFERENCE/MTG	$73,640
RUSSIA AND NEIGHBORING STATES	1	PROGRAM SERVICES	CONFERENCE/MTG	$1,500
SOUTH AMERICA	1	PROGRAM SERVICES	CONFERENCE/MTG	$2,889
SOUTH ASIA	1	PROGRAM SERVICES	CONFERENCE/MTG	$1,088
SUB-SAHARAN AFRICA	2	PROGRAM SERVICES	CONFERENCE/MTG	$9,046
EUROPE	2	PROGRAM SERVICES	FIELD RESEARCH	$2,823
NORTH AMERICA	1	PROGRAM SERVICES	FIELD RESEARCH	$106
SOUTH AMERICA	1	PROGRAM SERVICES	FIELD RESEARCH	$8,549
CENTRAL AMERICA AND THE CARIBBEAN	1	PROGRAM SERVICES	RECRUITING - STUDENTS	$1,201
EAST ASIA AND THE PACIFIC	9	PROGRAM SERVICES	RECRUITING - STUDENTS	$178,686
EUROPE	4	PROGRAM SERVICES	RECRUITING - STUDENTS	$29,210
NORTH AMERICA	1	PROGRAM SERVICES	RECRUITING - STUDENTS	$5,906
SOUTH AMERICA	1	PROGRAM SERVICES	RECRUITING - STUDENTS	$3,811
SOUTH ASIA	5	PROGRAM SERVICES	RECRUITING - STUDENTS	$126,420
SUB-SAHARAN AFRICA	2	PROGRAM SERVICES	RECRUITING - STUDENTS	$21,032
EUROPE	2	PROGRAM SERVICES	RECRUITING - ATHLETICS	$3,276
EAST ASIA AND THE PACIFIC	2	PROGRAM SERVICES	INSTITUTIONAL DEVELOPMENT	$19,678
EUROPE	2	PROGRAM SERVICES	INSTITUTIONAL DEVELOPMENT	$8,157
MIDDLE EAST AND NORTH AFRICA	2	PROGRAM SERVICES	INSTITUTIONAL DEVELOPMENT	$13,935
NORTH AMERICA	1	PROGRAM SERVICES	INSTITUTIONAL DEVELOPMENT	$815
EUROPE	2	PROGRAM SERVICES	STUDY ABROAD	$5,902
CENTRAL AMERICA AND THE CARIBBEAN	1	PROGRAM SERVICES	TRAVEL - STUDENT EVENTS	$3,711
MIDDLE EAST AND NORTH AFRICA	1	PROGRAM SERVICES	INTERNATIONAL TRAVEL COSTS	$4,173
CENTRAL AMERICA AND THE CARIBBEAN	0	INVESTMENTS		$45,872,583
EUROPE	0	INVESTMENTS		$46,569,640

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	116	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	40	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	156	TotalEmployeeCnt
Subtotal Spent	$495,422	SubtotalSpentAmt
Continuation Spent	$92,879,614	ContinuationSpentAmt
Total Spent	$93,375,036	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	Yes (1)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 3:

THE EXPENDITURES REPORTED IN PART I ARE ON THE ACCRUAL METHOD.

SCHEDULE F, PART IV

STEVENS INSTITUTE OF TECHNOLOGY INVESTS IN DOMESTIC AND FOREIGN LIMITED PARTNERSHIPS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY OR FOREIGN PARTNERSHIP. TO THE EXTENT THAT THOSE INVESTMENTS RESULTED IN TRANSFERS OF PROPERTY THAT EXCEEDED THE APPLICABLE FILING THRESHOLDS, THE FORMS 926, 5471, 8621 AND 8865 ACCOMPANIED THE FILING OF THE UNIVERSITY'S FORM 990-T.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
PENTERA INC
8650 COMMERCE PARK PLACE SUITE G	INDIANAPOLIS	IN	46268	DIG & DIRCT MAIL MKT.	0	$0	$28,788	-$28,788
BENTZ WHALEY FLESSNER AND ASSOCIATES
7900 XERXES AVE S SUITE 980	MINNEAPOLIS	MN	55431	FUNDRAISING PROGRAM ASSESSMENT	0	$0	$60,501	-$60,501
CI PARTNERS DIRECT INC
1601 EASTMAN AVE UNIT 202	VENTURA	CA	93003	FUNDRAISING CONSULTANT	0	$0	$119,957	-$119,957

Field	Value	IRS element (for citing)
Total Retained By Contractors	$209,246	TotalRetainedByContractorsAmt
Total Net To Organization	-$209,246	TotalNetToOrganizationAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	ATHLETICS GOLF OUTING	Event1Nm
Gross Receipts Event1	$70,745	GrossReceiptsEvent1Amt
Charitable Contri Event1	$24,650	CharitableContriEvent1Amt
Gross Revenue Event1	$46,095	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$77	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$42,000	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$3,586	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$12,212	OtherDirectExpensesEvent1Amt
Event2	GALA	Event2Nm
Gross Receipts Event2	$190,625	GrossReceiptsEvent2Amt
Charitable Contri Event2	$143,525	CharitableContriEvent2Amt
Gross Revenue Event2	$47,100	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$51,051	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$115,289	FoodAndBeverageEvent2Amt
Entertainment Event2	$10,027	EntertainmentEvent2Amt
Other Direct Expenses Event2	$48,185	OtherDirectExpensesEvent2Amt
Gross Receipts Total	$261,370	GrossReceiptsTotalAmt
Charitable Contributions Tot	$168,175	CharitableContributionsTotAmt
Gross Revenue Total Events	$93,195	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$77	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$93,051	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$118,875	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$10,027	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$60,397	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$282,427	DirectExpenseSummaryEventsAmt
Net Income Summary	-$189,232	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART I, LINE 2B, COLUMN (V)	FormAndLineReferenceDesc
Explanation	SCHEDULE G, PART 1, LINE 2A FUNDRAISING ACTIVITIES THE UNIVERSITY UTILIZED OUTSIDE VENDORS FOR DIGITAL AND DIRECT MARKETING SERVICES. IN ADDITION TO THE PROFESSIONAL SERVICE EXPENSES SHOWN IN PART I, THE UNIVERSITY PAID $40,455 FOR POSTAGE EXPENSES.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

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

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
SCHOLARSHIPS AND GRANTS	5544	$133,356,471
STIPENDS	209	$4,489,713
PRIZES/AWARDS	612	$815,964

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	GRANTS AND OTHER ASSISTANCE IN U.S. SCHOLARSHIPS AND GRANTS ARE AWARDED AS FINANCIAL ASSISTANCE TO STUDENTS ATTENDING STEVENS INSTITUTE OF TECHNOLOGY. DISTRIBUTION AND APPLICATION OF FINANCIAL ASSISTANCE ARE BASED ON THE SPECIFIC CRITERIA OF EACH SCHOLARSHIP AND GRANT AND ARE ADMINISTERED CONSISTENT WITH FEDERAL, STATE, AND INSTITUTIONAL STUDENT AID POLICIES. SITUATIONS SUCH AS CHANGES IN FINANCIAL NEED, CHANGES IN FEDERAL AID ELIGIBILITY, CHANGES IN ENROLLMENT AND RECEIPT OF AID FROM OUTSIDE SOURCES MAY AFFECT A STUDENT'S ELIGIBILITY TO RECEIVE FUNDING. STEVENS' ADMINISTRATION MONITORS THESE SITUATIONS ON AN ON-GOING BASIS AND MAKES ANY APPROPRIATE ADJUSTMENTS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (31 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
NARIMAN FARVARDIN
PRESIDENT/TRUSTEE	$963,406	$0	$270,717	$0	$27,887	$0	$34,500	$0	$454	$0	$1,296,964	$0	$0	$0
JIANMIN QU
PROVOST & SVP FOR ACADEMIC AFFAIRS	$574,712	$0	$35,000	$0	$6,150	$0	$34,500	$0	$22,639	$0	$673,001	$0	$0	$0
LOUIS J MAYER
VP OF FINANCE/TREASURER, CFO	$487,482	$0	$5,000	$0	$1,524	$0	$34,500	$0	$22,639	$0	$551,145	$0	$0	$0
KATHY L SCHULZ
VP & GENERAL COUNSEL/SECRETARY	$492,697	$0	$10,000	$0	$792	$0	$34,500	$0	$10,211	$0	$548,200	$0	$0	$0
GREGORY PRASTACOS
DEAN TO 8/31/24 & PROFESSOR	$443,822	$0	$1,687	$0	$2,472	$0	$34,500	$0	$29,688	$0	$512,169	$0	$0	$0
CONSTANTIN CHASSAPIS
SR. VICE PROVOST	$438,007	$0	$5,000	$0	$6,523	$0	$34,500	$0	$22,639	$0	$506,669	$0	$0	$0
DAVID ZENG
VICE PROVOST	$428,259	$0	$10,000	$0	$792	$0	$32,355	$0	$22,639	$0	$494,045	$0	$0	$0
EDMUND SYNAKOWSKI
VICE PROVOST	$401,892	$0	$3,000	$0	$30,792	$0	$34,500	$0	$22,639	$0	$492,823	$0	$0	$0
JEAN ZU
DEAN	$434,640	$0	$10,000	$0	$893	$0	$34,500	$0	$8,022	$0	$488,055	$0	$0	$0
MUHAMMAD HAJJ
DEPARTMENT CHAIR	$423,899	$0	$2,938	$0	$1,524	$0	$34,500	$0	$22,674	$0	$485,535	$0	$0	$0
DINESH VERMA
PROFESSOR/EXEC DIR OF SERC	$404,557	$0	$0	$0	$792	$0	$32,553	$0	$29,723	$0	$467,625	$0	$0	$0
ELISABETH MCGRATH
VP FOR UNIV RELATIONS	$425,365	$0	$10,000	$0	$792	$0	$27,322	$0	$454	$0	$463,933	$0	$0	$0
LAURA ROSE
VP FOR DEV/ALUM	$403,754	$0	$0	$0	$516	$0	$31,050	$0	$25,709	$0	$461,029	$0	$0	$0
GEORGE KORFIATIS
PROFESSOR	$397,533	$0	$0	$0	$2,472	$0	$34,500	$0	$22,674	$0	$457,179	$0	$0	$0
CHRISTOPHE PIERRE
FORMER KEY & PROFESSOR	$383,411	$0	$0	$0	$1,397	$0	$36,397	$0	$22,674	$0	$443,879	$0	$0	$0
ROBERT MAFFIA
VP FOR FACILITIES & CAMPUS OPS	$349,058	$0	$10,000	$0	$9,924	$0	$34,500	$0	$29,688	$0	$433,170	$0	$0	$0
SOURAN MANOOCHEHRI
PROFESSOR & DEPT CHAIR	$351,693	$0	$750	$0	$23,556	$0	$33,223	$0	$10,246	$0	$419,468	$0	$0	$0
SHERAINE GILLIAM
CHRO, VP FOR HUMAN RESOURCES	$340,828	$0	$15,000	$0	$180	$0	$27,600	$0	$10,211	$0	$393,819	$0	$0	$0
CINDY CHIN
VICE PRESIDENT FOR ENROLLMENT MGMT	$328,513	$0	$20,000	$0	$120	$0	$24,126	$0	$454	$0	$373,213	$0	$0	$0
ANTHONY BARRESE
DIR CORE CURR & FAC DEV TO 8/31/24	$309,321	$0	$1,000	$0	$2,472	$0	$31,216	$0	$22,639	$0	$366,648	$0	$0	$0
SARA KLEIN
VICE PRESIDENT FOR STUDENT AFFAIRS	$295,822	$0	$20,000	$0	$180	$0	$24,368	$0	$16,206	$0	$356,576	$0	$0	$0
DIBYENDU DIBS SARKAR
TRUSTEE/PROFESSOR	$284,988	$0	$0	$0	$516	$0	$23,146	$0	$29,887	$0	$338,537	$0	$0	$0
TEJASH PATEL
VP, CIO TO 9/6/24	$297,878	$0	$0	$0	$80	$0	$21,325	$0	$298	$0	$319,581	$0	$0	$0
JOSEPH E CASSIDY
AVP FINANCE/ASSIST TREAS	$290,408	$0	$2,000	$0	$516	$0	$26,137	$0	$454	$0	$319,515	$0	$0	$0
GEORGE M CALHOUN
TRUSTEE/PROFESSOR AS OF 5/20/25	$277,582	$0	$0	$0	$2,472	$0	$22,644	$0	$11,559	$0	$314,257	$0	$0	$0
R ELAINE HENRY
TRUSTEE/PROFESSOR TO 5/20/25	$262,267	$0	$0	$0	$2,472	$0	$24,686	$0	$10,746	$0	$300,171	$0	$0	$0
ARSHAD SAIYED
COLO & DEAN AS OF 4/15/24	$233,001	$0	$1,000	$0	$17,412	$0	$18,983	$0	$12,509	$0	$282,905	$0	$0	$0
GERT-JAN DE VREEDE
DEAN AS OF 9/1/24	$208,024	$0	$0	$0	$37,435	$0	$0	$0	$185	$0	$245,644	$0	$0	$0
DAWN DA SILVA
FORMER AVP	$215,958	$0	$2,091	$0	$276	$0	$19,837	$0	$454	$0	$238,616	$0	$0	$0
MICHAEL PARENTE
INTERIM VP AS OF 9/7/24	$215,668	$0	$5,000	$0	$120	$0	$16,830	$0	$454	$0	$238,072	$0	$0	$0
DILHAN KALYON
FORMER KEY	$191,920	$0	$0	$0	$1,545	$0	$19,947	$0	$22,880	$0	$236,292	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
COMPENSATION INFORMATION PART I, LINE 1	THE STEVENS INSTITUTE OF TECHNOLOGY GUIDELINES REGARDING SPOUSAL TRAVEL ARE INCLUDED IN THE STEVENS BUSINESS AND TRAVEL EXPENSE POLICY. EXPENSES INCURRED FOR ACCOMPANYING COMPANIONS/SPOUSES ARE CONSIDERED PERSONAL IN NATURE EXCEPT ON OCCASIONS WHEN ATTENDANCE OF A COMPANION/SPOUSE AT AN EVENT SERVES A BONA FIDE BUSINESS PURPOSE FOR THE UNIVERSITY AND THE PRESENCE OF THE COMPANION/SPOUSE IS ESSENTIAL (NOT JUST BENEFICIAL) TO THE EMPLOYEE BEING ABLE TO CARRY OUT THE BUSINESS PURPOSE FOR THE UNIVERSITY; GIVEN THAT ATTENDANCE IS ESSENTIAL, THIS IS NOT TAXABLE TO THE EMPLOYEE. CAMPUS HOUSING IS PROVIDED FOR THE UNIVERSITY PRESIDENT AND IS USED FOR PROGRAM AND DEVELOPMENT PURPOSES. THE PRESIDENT IS CONTRACTUALLY REQUIRED TO LIVE IN CAMPUS HOUSING AND, THEREFORE, IT IS NOT TAXABLE COMPENSATION TO HIM. THE FOLLOWING KEY EMPLOYEE ALSO RECEIVED A HOUSING ALLOWANCE WHICH IS INCLUDED IN THEIR TAXABLE INCOME: - EDMUND SYNAKOWSKI, VICE PROVOST - ARSHAD SAIYED, COLO & DEAN - GERT-JAN DE VREEDE, DEAN THERE IS ONE INSTANCE IN WHICH A CLUB MEMBERSHIP IS IN THE NAME OF AN INDIVIDUAL DUE TO CLUB IMPOSED MEMBERSHIP RULES. THIS MEMBERSHIP IS SOLELY FOR BUSINESS PURPOSES TO FOSTER RELATIONSHIPS WITHIN THE NEW YORK METROPOLITAN AREA FOR THE UNIVERSITY. PERSONAL SERVICES ARE PROVIDED TO THE PRESIDENT IN THE FORM OF HOUSEKEEPING BY AN EMPLOYEE OF THE PHYSICAL PLANT DEPARTMENT. THE VALUE OF THESE SERVICES IS INCLUDED AS TAXABLE INCOME AND IS DISCLOSED AS PART OF HIS SCHEDULE J PART II, COLUMN B (III), OTHER REPORTABLE COMPENSATION.
INCENTIVE COMPENSATION, PART I, LINE 7	THE STEVENS INCENTIVE COMPENSATION PLAN PROVIDES A MECHANISM TO REWARD FACULTY AND CERTAIN KEY STAFF FOR EXTRAORDINARY PERFORMANCE OVER A PERIOD OF ONE ACADEMIC YEAR WHERE PERMITTED BY LAW. IN CONTRAST TO MERIT-BASED SALARY INCREASES, ANNUAL INCENTIVES DO NOT INCREASE BASE SALARY. INCENTIVE COMPENSATION MAY BE AWARDED UPON A FINDING BY MANAGEMENT THAT AN EMPLOYEE'S WORK HAS BEEN EXTRAORDINARY AND HAS CLEARLY CONTRIBUTED TOWARD THE GOALS AND MISSION OF STEVENS. INCENTIVE COMPENSATION, EVEN IN CASES OF EXTRAORDINARY PERFORMANCE, IS NOT GUARANTEED, AND DECISIONS REGARDING INCENTIVE COMPENSATION WILL BE SUBJECT TO THE BOARD OF TRUSTEES AND OTHERS' DETERMINATIONS AS TO THE FINANCIAL RESULTS OF THE UNIVERSITY AND OTHER FACTORS NOT SPECIFIED IN THE PLAN. INCENTIVE COMPENSATION FOR FACULTY AND STAFF ARE RECOMMENDED BY MANAGERIAL STAFF, ARE APPROVED BY THE PRESIDENT AND ARE WITHIN PARAMETERS ESTABLISHED BY THE BOARD OF TRUSTEES. INCENTIVE COMPENSATION FOR EXECUTIVE LEADERS IS RECOMMENDED BY THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF TRUSTEES AND APPROVED BY THE HUMAN RESOURCES COMMITTEE OR FULL BOARD OF TRUSTEES AS PART OF ITS CONSIDERATION OF THE PRESIDENT, THE TOP FIVE HIGHEST COMPENSATED EMPLOYEES, AND OTHER DISQUALIFIED PERSONS LISTED IN SCHEDULE O. EACH YEAR, THE HUMAN RESOURCES COMMITTEE APPROVES THE ANNUAL PERFORMANCE GOALS FOR THE EXECUTIVE LEADERS AND REVIEWS WITH THE PRESIDENT THE PROCESS FOR DETERMINING THEM FOR EACH OTHER GROUP OR SUB-GROUP OF EMPLOYEES.
COMPENSATION INFORMATION, PART II LINE 4	PART II, LINE 4 CONTAINS INFORMATION ABOUT THE COMPENSATION OF THE UNIVERSITY'S PRESIDENT, DR. NARIMAN FARVARDIN, PAID DURING THE YEAR. ALL AMOUNTS WERE PAID PURSUANT TO THE PRESIDENT'S WRITTEN FIVE-YEAR CONTRACT. IN ADDITION TO HIS ANNUAL BASE SALARY OF $963,406, THIS AMOUNT INCLUDES AN ANNUAL INCENTIVE COMPENSATION PAYMENT OF $270,717 ASSOCIATED WITH ACHIEVEMENT OF SEPARATE METRICS FOR THE UNIVERSITY'S FISCAL YEAR ENDED 6/30/2024. ALL INCENTIVE COMPENSATION AMOUNTS WERE BASED UPON DETERMINATIONS BY THE HUMAN RESOURCES COMMITTEE AND THE FULL BOARD OF TRUSTEES THAT OBJECTIVE METRICS RELATING TO THE UNIVERSITY'S STRATEGIC PLAN WERE ACHIEVED BY THE PRESIDENT AND, IN MANY CASES EXCEEDED WITH EXCEPTIONAL PERFORMANCE. IN ADDITION, SUCH AMOUNTS WERE REVIEWED AND EVALUATED FOR MARKET COMPARABILITY BY THE UNIVERSITY'S INDEPENDENT COMPENSATION CONSULTANT.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
NJ EDU FAC AUTH STEVENS ISSUE 2020 SERIES A
A	221829511	6460666L9	2020-03-11	$209,648,096	NEW CONSTRUCTION & RENOVATION	0	0	0
NJ EDU FAC AUTH STEVENS ISSUE 2017 SERIES A
B	221829511	646066M31	2017-04-04	$132,589,361	1998 & 2007 REFUND/CAP. PROJ	0	0	0
NJ EDU FAC AUTH CAPITAL IMP SERIES 2016B
C	221829511	646066F54	2016-12-20	$30,676,062	FINANCING NEW CONSTRUCTION	0	0	Yes (1)
NJ EDU FAC AUTH EQUIPMENT ISSUE SERIES 2023A
D	221829511	646067FW3	2023-10-05	$3,524,149	FINANCING EQUIPMENT	0	0	Yes (1)

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	RetiredRetiredAmt	UnspentUnspentAmt
A	$209,648,096	$1,000,262	$191,592,779	$17,055,055	2022	0	Yes (1)	Yes (1)
B	$132,589,361	$911,558	$76,000,000	$55,677,803	2021	Yes (1)	Yes (1)	Yes (1)	$19,390,000
C	$17,575,574	$141,074	$17,434,500		2018	0	Yes (1)	Yes (1)	$2,414,971
D	$3,524,149	$24,149		$2,361,480		0	0	Yes (1)		$1,138,520

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)	Yes (1)	0.00710	0.00710	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)	Yes (1)			Yes (1)
C	Yes (1)	Yes (1)	0				Yes (1)
D	0		0				Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	No Rebate DueNoRebateDueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	0	Yes (1)
B	0	Yes (1)	Yes (1)
C	0	Yes (1)	Yes (1)
D	Yes (1)	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART I, BOND ISSUES	1. NJ EDU FAC AUTH HIGHER EDUCATION EQUIPMENT LEASING FUND SERIES 2023A: THESE BONDS WERE ISSUED PURSUANT TO A LEGISLATIVELY CREATED STATE-BACKED PROGRAM TO FINANCE HIGHER EDUCATION EQUIPMENT FOR NEW JERSEY COLLEGES AND UNIVERSITIES. THE BONDS ARE REPAYABLE IN PART BY STATE APPROPRIATIONS. NJEFA BOND PROCEEDS OF $25,361,951 WERE RECEIVED FROM A SINGLE ISSUANCE WHICH WAS GRANTED IN VARYING AMOUNTS TO COLLEGES LOCATED IN NEW JERSEY. STEVENS RECEIVED A TOTAL OF $3,500,000 WHICH REQUIRES THAT THE UNIVERSITY PAY ONE FOURTH (25%) OF THE DEBT SERVICE OF THE UNDERLYING BONDS. THE $3,500,000 IS TO BE USED FOR THE CONSTRUCTION OF A HIGH-PERFORMANCE COMPUTING CLUSTER. STEVENS PRINCIPAL PORTION IS $828,000 AND IS RECORDED ON THE BOOKS AS LONG TERM DEBT. 2. NJ EDU FAC AUTH STEVENS ISSUE 2020 SERIES A: THESE BONDS WERE ISSUED IN THE PAR AMOUNT OF $174,315,000 TO FINANCE: (A) THE CONSTRUCTION, RENOVATION AND EQUIPPING OF THE NEW STUDENT HOUSING AND UNIVERSITY CENTER; (B) FINANCE CAPITAL PROJECTS FOR CONSTRUCTION, RENOVATION, EXPANSION AND EQUIPPING OF CERTAIN ADDITIONAL UNIVERSITY RESEARCH AND EDUCATION BUILDINGS; AND (C) FUND CAPITALIZED INTEREST FOR THE 2020 SERIES A BONDS. TOTAL PROCEEDS OF THE ISSUANCE WERE $209,648,096 OF WHICH $38,600,000 WERE USED TO REPAY A LINE OF CREDIT USED FOR CAPITAL EXPENDITURES PRIOR TO THE COMPLETION OF THE ISSUANCE. THE UNIVERSITY GRANTED A PLEDGE OF AND LIEN ON TUITION AS SECURITY FOR THIS LOAN. 3. NJ EDU FAC AUTH STEVENS ISSUE 2017 SERIES A: THESE BONDS WERE ISSUED IN THE PAR AMOUNT OF $132,589,361 FOR REFUNDING AND LEGAL DEFEASANCE OF THE 1998 SERIES I AND 2007 SERIES A BONDS AND TO FINANCE: (A) THE CONSTRUCTION, RENOVATION AND EQUIPPING OF THE NEW RESEARCH AND ACADEMIC BUILDINGS COMPRISING THE ACADEMIC GATEWAY COMPLEX; (B) THE CONSTRUCTION, RENOVATION AND EXPANSION OF THE EXISTING BABBIO GARAGE; (C) THE CONSTRUCTION, RENOVATION, EXPANSION AND EQUIPPING OF CERTAIN ADDITIONAL FACILITIES AT THE UNIVERSITY FOR RESEARCH AND EDUCATION; (D) PRECONSTRUCTION COSTS RELATED TO A PROPOSED COMBINED STUDENT RESIDENCE AND UNIVERSITY FACILITY. SCHEDULE K, PART II, LINE 1 AMOUNT OF BONDS RETIRED IS A RESULT OF PRINCIPAL PAYMENTS BY THE UNIVERSITY PURSUANT TO AGREEMENTS WITH THE AUTHORITY. 4. NJ EDU FAC AUTH CAPITAL IMP SERIES 2016B: THESE BONDS WERE ISSUED PURSUANT TO A LEGISLATIVELY CREATED STATE-BACKED PROGRAM TO FINANCE CAPITAL IMPROVEMENTS FOR NEW JERSEY COLLEGES AND UNIVERSITIES. THE BONDS ARE REPAYABLE IN PART BY STATE APPROPRIATIONS. NJEFA BOND PROCEEDS OF $142,715,000 WERE RECEIVED FROM A SINGLE ISSUANCE WHICH WAS GRANTED IN VARYING AMOUNTS TO COLLEGES LOCATED IN NEW JERSEY. STEVENS RECEIVED A TOTAL OF $17,434,500 WHICH REQUIRES THAT THE UNIVERSITY PAY ONE HALF (50%) OF THE DEBT SERVICE OF THE UNDERLYING BONDS. THE $17,434,500 IS TO BE USED TO FINANCE A PORTION OF THE CONSTRUCTION OF THE ACADEMIC GATEWAY COMPLEX. STEVENS PRINCIPAL PORTION IS $8,522,585 AND IS RECORDED ON THE BOOKS AS LONG TERM DEBT, PAYABLE OVER 20 YEARS. SCHEDULE K, PART II, LINE 1 AMOUNT OF BONDS RETIRED IS A RESULT OF PRINCIPAL PAYMENTS BY THE UNIVERSITY PURSUANT TO AGREEMENTS WITH THE AUTHORITY.
PART IV, ARBITRAGE REBATE, LINE 2B	NJ EDU FAC AUTH CAPITAL IMP SERIES 2016B - SINCE THESE BONDS WERE PART OF A STATE BACKED GRANT PROGRAM, ALTHOUGH THE NJEFA RECEIVES ANNUAL ARBITRAGE REPORT ON THE ENTIRE ISSUANCE, THERE IS NOT A REPORT FOR STEVENS' SPECIFICALLY. STEVENS WOULD NOT BE SUBJECT TO ARBITRAGE ON THE ISSUE AS STEVENS' DOES NOT RECEIVE INTEREST INCOME ON THE EARNINGS WHICH GO DIRECTLY TO THE STATE. FOR THE GRANT PROGRAMS, IN THE EVENT OF POSITIVE ARBITRAGE, THE STATE OF NJ (TREASURY) WOULD BE RESPONSIBLE FOR THE PAYMENT.
PART IV, ARBITRAGE REBATE, LINE 2C	AN ARBITRAGE REBATE AND YIELD RESTRICTION ANALYSIS WAS PERFORMED BY BLX FOR NJ EDU FAC AUTH STEVENS ISSUE 2017 SERIES A FOR THE PERIOD FROM APRIL 4, 2017 THROUGH JUNE 30, 2021. BASED UPON THE REPORT NO PAYMENT IS DUE.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	18	ContributionCnt
Noncash Contributions Rpt F990	$3,920,879	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	EQUIPMENT	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$4,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, LINE 9	FormAndLineReferenceDesc
Explanation	NON-CASH CONTRIBUTIONS TO THE EXTENT THAT THE UNIVERSITY RECEIVES CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES, THE UNIVERSITY'S INVESTMENT BROKERAGE BANK IS TASKED WITH PROMPTLY SELLING THOSE SECURITIES. SCHEDULE M, LINE 32 THE UNIVERSITY USES VARIOUS GALLERIES TO FACILITATE THE SALE OF ART. THE UNIVERSITY IS REPORTING IN PART I, COLUMN B, THE NUMBER OF ITEMS RECEIVED.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, ITEM C, NAME OF ORGANIZATION	THE FULL LEGAL NAME OF THE UNIVERSITY IS THE TRUSTEES OF THE STEVENS INSTITUTE OF TECHNOLOGY. STEVENS INSTITUTE OF TECHNOLOGY IS REGISTERED IN THE STATE OF NEW JERSEY AS A "DOING BUSINESS NAME".
ORGANIZATION'S MISSION	STEVENS INSTITUTE OF TECHNOLOGY WAS FOUNDED IN 1870. THE UNIVERSITY IS A NON-PROFIT RESEARCH UNIVERSITY OFFERING MORE THAN 35 UNDERGRADUATE MAJORS INCLUDING PROGRAMS IN ENGINEERING, THE SCIENCES, COMPUTER SCIENCE, BUSINESS, AND THE HUMANITIES; AND GRADUATE LEVEL COURSES IN A RANGE OF DISCIPLINES LEADING TO THE MASTERS AND PHD DEGREES. ACADEMIC RESEARCH IS CARRIED OUT AT EVERY LEVEL OF THE UNIVERSITY. THE MISSION OF THE UNIVERSITY IS ACCOMPLISHED BY THE ACHIEVEMENT OF THE FOLLOWING CORE GOALS: PROVIDING STUDENTS WITH A BROAD-BASED, MULTIDISCIPLINARY LEARNING EXPERIENCE IN THE SCIENCES, ENGINEERING, BUSINESS AND LIBERAL ARTS WHILE STRESSING THE FUNDAMENTAL CONCEPTS, TECHNIQUES AND ATTITUDES THAT UNDERLIE DIFFERENT BRANCHES OF TECHNOLOGY; PROMOTING THE PERSONAL DEVELOPMENT OF THE STUDENT, DEMONSTRATED BY A SENSE OF ETHICAL RESPONSIBILITY, AWARENESS OF THE SOCIETAL IMPACT OF THEIR PROFESSIONS, DEVELOPMENT OF LEADERSHIP AND TEAM SKILLS, AND A LOVE OF LEARNING; CREATING KNOWLEDGE THROUGH WORLD-CLASS RESEARCH WITH A DISTINCT IMPACT IN FOCUSED AREAS OF NATIONAL IMPORTANCE; NURTURING AN INNOVATIVE ENVIRONMENT WHEREIN STUDENTS, FACULTY AND COLLEAGUES IN INDUSTRY CONTRIBUTE TO THE PROCESS OF CONCEPTION, DESIGN AND MARKETPLACE REALIZATION OF NEW TECHNOLOGIES.
FORM 990, PART VI, SECTION A, LINE 2	BUSINESS RELATIONSHIPS THERE ARE SEVERAL TRUSTEES WHO UTILIZE PROFESSIONAL SERVICES PROVIDED BY OR HAVE OTHER PROFESSIONAL RELATIONSHIPS WITH OTHER TRUSTEES, PRIMARILY IN THE AREAS OF LEGAL, CONSULTING AND INVESTMENT SERVICES.
FORM 990, PART VI, SECTION A, LINE 3	GOVERNING BODY AND MANAGEMENT STEVENS' BOARD OF TRUSTEES DELEGATED TO A PROMINENT INVESTMENT BANK THE MANAGEMENT OF STEVENS' ENDOWMENT PURSUANT TO CONTRACTS WHICH ADDRESS THE SCOPE OF THE DELEGATION OF AUTHORITY, MONITORING BY STEVENS' MANAGEMENT AND THE BOARD, AND REPORTING, AMONG OTHER MATTERS. PURSUANT TO THE BY-LAWS OF THE UNIVERSITY AND THE CHARTER OF THE EXECUTIVE COMMITTEE, THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES IN CERTAIN INSTANCES.
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW THIS FORM 990 WAS PREPARED BY MEMBERS OF THE FINANCE AND LEGAL OFFICES OF THE UNIVERSITY TOGETHER WITH ITS OUTSIDE TAX AND ACCOUNTING FIRM SPECIALIZING IN HIGHER EDUCATION. THIS FORM 990 WAS THEN PRESENTED TO THE AUDIT AND RISK COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. FOLLOWING THIS PROCESS AND ANY MODIFICATIONS RECOMMENDED BY THE AUDIT AND RISK COMMITTEE, THE FORM 990 WAS PRESENTED TO A MEETING OF THE FULL BOARD OF TRUSTEES OF THE UNIVERSITY AND APPROVED IN ACCORDANCE WITH THE BY-LAWS OF THE UNIVERSITY.
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST THE UNIVERSITY'S CONFLICT OF INTEREST POLICY REQUIRES ONGOING COMPLIANCE AND SELF-REPORTING OF CONFLICTS. IT ALSO PROVIDES FOR COMPLETION OF AN ANNUAL DISCLOSURE FORM BY ALL TRUSTEES, OFFICERS, CERTAIN STAFF POSITIONS AND FACULTY. EACH DISCLOSURE FORM IS REVIEWED BY THE OFFICE OF AUDIT, RISK AND COMPLIANCE, AND DISCLOSURE FORMS FOR TRUSTEES AND OFFICERS ARE REVIEWED BY THE OFFICE OF GENERAL COUNSEL; ALL CONFLICTS OF INTEREST ARE REPORTED TO THE AUDIT AND RISK COMMITTEE OF THE BOARD AND TO THE BOARD OF TRUSTEES. INFORMATION DISCLOSED IN THE DISCLOSURE FORMS WHICH INDICATES THE PRESENCE OF A CONFLICT IS REVIEWED, DISCUSSED WITH RELEVANT PERSONNEL AND, IF NECESSARY, THE CONFLICT IS ELIMINATED OR MANAGED PURSUANT TO A CONFLICT MANAGEMENT PLAN OR DEVICE, WITH ADVICE FROM THE OFFICE OF AUDIT, RISK AND COMPLIANCE AND THE GENERAL COUNSEL. IN ADDITION, CONFLICTS ARE IDENTIFIED BY THE OFFICERS OF THE UNIVERSITY AND STAFF AT OTHER LEVELS OF THE UNIVERSITY AS THEY ARISE FROM TIME TO TIME AND ARE REFERRED TO THE OFFICE OF AUDIT, RISK AND COMPLIANCE AND/OR THE GENERAL COUNSEL FOR FURTHER ANALYSIS AND RESOLUTION. CERTAIN CONFLICTS RELATING TO RESEARCH ACTIVITIES MAY BE MANAGED BY THE VICE PROVOST FOR RESEARCH AND INNOVATION, WITH ADVICE FROM THE OFFICE OF AUDIT, RISK AND COMPLIANCE AND THE GENERAL COUNSEL.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION THE COMPENSATION OF THE PRESIDENT AND FIVE HIGHEST COMPENSATED EMPLOYEES OF THE UNIVERSITY WAS APPROVED BY AN INDEPENDENT HUMAN RESOURCES COMMITTEE OF THE BOARD OF TRUSTEES AND THE FULL BOARD OF TRUSTEES, IN EACH CASE ACTING AT MEETINGS DULY HELD. IN ADDITION TO APPROVING THE PRESIDENT'S COMPENSATION FOR CALENDAR YEAR 2024, THE COMPENSATION FOR THE FOLLOWING 5 ADDITIONAL POSITIONS WAS APPROVED: PROVOST AND UNIVERSITY VICE PRESIDENT CHIEF FINANCIAL OFFICER, VICE PRESIDENT FOR FINANCE AND TREASURER DEAN OF ENGINEERING AND SCIENCE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY DEAN OF SCHOOL OF BUSINESS WITH RESPECT TO THE FOLLOWING ADDITIONAL POSITIONS, THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF TRUSTEES, ACTING ON BEHALF OF THE BOARD OF TRUSTEES, APPROVED THE COMPENSATION AT DULY HELD MEETINGS OF THE COMMITTEE. THE BOARD WAS FULLY INFORMED OF THE COMMITTEE'S ACTIONS: VICE PRESIDENT FOR DEVELOPMENT AND ALUMNI ENGAGEMENT VICE PRESIDENT FOR FACILITIES AND CAMPUS OPERATIONS VICE PRESIDENT FOR ENROLLMENT MANAGEMENT VICE PRESIDENT FOR STUDENT AFFAIRS VICE PRESIDENT FOR INFORMATION TECHNOLOGY AND CIO VICE PRESIDENT FOR HUMAN RESOURCES AND CHRO VICE PRESIDENT FOR UNIVERSITY RELATIONS, CHIEF OF STAFF DEAN, SCHOOL OF HUMANITIES, ARTS AND SOCIAL SCIENCES DEAN, SCHOOL OF SYSTEMS ENGINEERING FACULTY TRUSTEE (2) FORMER PROVOST ALL SUCH COMPENSATION WAS DETERMINED BASED UPON RECOMMENDATIONS FROM THE PRESIDENT (EXCEPT WITH RESPECT TO THE PRESIDENT, WHOSE COMPENSATION IS RECOMMENDED BY THE HUMAN RESOURCES COMMITTEE TO THE BOARD OF TRUSTEES FOR APPROVAL, AND THE DEANS AND FACULTY, WHOSE COMPENSATION IS RECOMMENDED BY THE PROVOST). THE UNIVERSITY RETAINS THE SERVICES OF A NATIONALLY PROMINENT COMPENSATION CONSULTING FIRM TO PERFORM A COMPREHENSIVE COMPENSATION ASSESSMENT OF THE SALARIES OF ALL MEMBERS OF THE SENIOR ADMINISTRATION, INCLUDING THE PRESIDENT. THIS STUDY INCLUDES A COMPARISON OF THE UNIVERSITY'S SALARIES WITH A CORE GROUP OF PEER INSTITUTIONS. THE RESULTS OF THE STUDY ARE REVIEWED AND DISCUSSED ANNUALLY WITH THE BOARD'S HUMAN RESOURCES COMMITTEE AND THE BOARD OF TRUSTEES, AS THOSE BODIES APPROVE EXECUTIVE COMPENSATION. THE SECRETARY TO THE BOARD OF TRUSTEES OR THE VICE PRESIDENT OF HUMAN RESOURCES TOOK CONTEMPORANEOUS MINUTES OF EACH MEETING OF THE HUMAN RESOURCES COMMITTEE AND THE BOARD AT WHICH THESE COMPENSATION DECISIONS WERE MADE. NEITHER OF THEM TOOK MINUTES WITH RESPECT TO THEIR OWN COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19	DISCLOSURE THE GOVERNING DOCUMENTS OF THE UNIVERSITY TOGETHER WITH CHARTERS FOR EACH COMMITTEE OF THE BOARD OF TRUSTEES, THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS OF THE UNIVERSITY ARE ALL MADE AVAILABLE ON THE UNIVERSITY'S WEBSITE (WWW.STEVENS.EDU). IN ADDITION, A VARIETY OF OTHER DOCUMENTS AND MATERIALS REGARDING THE UNIVERSITY AND ITS OPERATIONS AS WELL AS THE OTHER POLICIES OF THE UNIVERSITY, ARE ALSO AVAILABLE ON THE WEBSITE. FORM 990, PART X - INVESTMENTS - PUBLICLY TRADED SECURITIES: EQUITY 330,864,899 FIXED INCOME 21,719,909 TOTAL 352,584,808
FORM 990, PART XI, LINE 9:	UNCOLLECTIBLE CONTRIBUTIONS -637,712. PRB - OTHER THAN NET PERIODIC BEN COSTS -224,852. GAIN/(LOSS) IN VALUE ON SPLIT INTEREST AGREEMENTS 403,356. GAIN/(LOSS) IN VALUE OF ANNUITIES AND GIFTS 5,510.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
CASTLE POINT HOLDINGS INC
ONE CASTLE POINT ON HUDSON	HOBOKEN	NJ	07030	204264786	HOLDING COMPANY - SEE PART VII	NJ	STEVENS INSTITUTE OF TECHNOLOGY	C	-$20,881	$421,176	1.00000	Yes (1)
CHARITABLE REMAINDER TRUST (1)
					TRUST	CA		T				Yes (1)	N/A
CHARITABLE REMAINDER UNITRUST (3)
					TRUST	RI		T				Yes (1)	N/A

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART IV, COLUMN (C)	FormAndLineReferenceDesc
Explanation	CASTLE POINT HOLDINGS, INC., LISTED ON SCHEDULE R, PART IV, IS A HOLDING COMPANY WITH A MINORITY INTEREST IN INACTIVE SUBSIDIARIES. SCHEDULE R, PART IV, COLUMN (C) THE CHARITABLE REMAINDER TRUST/UNITRUSTS LISTED ON PART IV, LINE 2 HAVE THE FOLLOWING LEGAL DOMICILES: CA RI NC OH	ExplanationTxt