STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

CARNEGIE MELLON UNIVERSITY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CARNEGIE MELLON UNIVERSITY (EIN 25-0969449)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-05
IRS object ID
202241259349301849
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-05T12:18:13-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251408703PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER DOWNS & CO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PPG PLACE SUITE 1700AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN250969449EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARNEGIE MELLON UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARNBusinessNameControlTxt
Phone4122681358PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 FORBES AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15213ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANGELA BLANTONPersonNm
Person TitleVP FOR FINANCE & CFOPersonTitleTxt
Phone4122681358PhoneNum
Signature2022-04-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANGELAPersonFirstNm
Person LastBLANTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN M KIRSCHPreparerPersonNm
PTINP00341397PTIN
Phone4122613644PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFARNAM JAHANIANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 FORBES AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15213ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,584,932,041GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CMU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1900FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionHIGHER EDUCATION AND RESEARCH.ActivityOrMissionDesc
Voting Members Governing Body46VotingMembersGoverningBodyCnt
Voting Members Independent41VotingMembersIndependentCnt
Total Employee14425TotalEmployeeCnt
Total Volunteers43TotalVolunteersCnt
Total Gross UBI$2,595,829TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$615,553,392PYContributionsGrantsAmt
CY Contributions Grants$913,966,188CYContributionsGrantsAmt
PY Program Service Revenue$875,395,346PYProgramServiceRevenueAmt
CY Program Service Revenue$824,075,050CYProgramServiceRevenueAmt
PY Investment Income$347,888,541PYInvestmentIncomeAmt
CY Investment Income$207,806,396CYInvestmentIncomeAmt
PY Other Revenue$11,294,282PYOtherRevenueAmt
CY Other Revenue$16,192,695CYOtherRevenueAmt
PY Total Revenue$1,850,131,561PYTotalRevenueAmt
CY Total Revenue$1,962,040,329CYTotalRevenueAmt
PY Grants And Similar Paid$219,013,954PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$233,067,278CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$858,436,760PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$858,622,577CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$657,729PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$481,949CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$27,617,796CYTotalFundraisingExpenseAmt
PY Other Expenses$360,380,521PYOtherExpensesAmt
CY Other Expenses$291,559,815CYOtherExpensesAmt
PY Total Expenses$1,438,488,964PYTotalExpensesAmt
CY Total Expenses$1,383,731,619CYTotalExpensesAmt
PY Revenues Less Expenses$411,642,597PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$578,308,710CYRevenuesLessExpensesAmt
Total Assets BOY$4,726,328,922TotalAssetsBOYAmt
Total Assets EOY$6,284,436,792TotalAssetsEOYAmt
Total Liabilities BOY$1,134,442,763TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,167,435,858TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,591,886,159NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,117,000,934NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO CREATE A TRANSFORMATIVE EDUCATIONAL EXPERIENCE FOR STUDENTS FOCUSED ON DEEP DISCIPLINARY KNOWLEDGE; PROBLEM SOLVING; LEADERSHIP, COMMUNICATION, AND INTERPERSONAL SKILLS; AND PERSONAL HEALTH AND WELL-BEING.TO CULTIVATE A TRANSFORMATIVE UNIVERSITY COMMUNITY COMMITTED TO (A) ATTRACTING AND RETAINING DIVERSE, WORLD-CLASS TALENT; (B) CREATING A COLLABORATIVE ENVIRONMENT OPEN TO THE FREE EXCHANGE OF IDEAS, WHERE RESEARCH, CREATIVITY, INNOVATION, AND ENTREPRENEURSHIP CAN FLOURISH; AND (C) ENSURING INDIVIDUALS CAN ACHIEVE THEIR FULL POTENTIAL.TO IMPACT SOCIETY IN A TRANSFORMATIVE WAY - REGIONALLY, NATIONALLY, AND GLOBALLY - BY ENGAGING WITH PARTNERS OUTSIDE THE TRADITIONAL BORDERS OF THE UNIVERSITY CAMPUS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$749,117,496ExpenseAmt
Grant$204,906,439GrantAmt
Revenue$784,308,262RevenueAmt
DescINSTRUCTION:CARNEGIE MELLON IS A HYBRID OF A TECHNICAL INSTITUTE, FINE-ARTS CONSERVATORY AND TRADITIONAL RESEARCH UNIVERSITY, HAVING EVOLVED IN RESPONSE TO EMERGING SOCIAL NEEDS AND INTELLECTUAL DEVELOPMENT OF THE PAST CENTURY. UNITING TECHNOLOGY AND ARTS, FUSING THE PRACTICAL WITH THE IMAGINATIVE, MAINTAINING ITS EDUCATIONAL EMPHASIS ON DEVELOPING SKILLS TO SOLVE PROBLEMS.INCLUDES 7 COLLEGES AND SCHOOLS OFFERING DEGREE PROGRAMS AND MORE THAN 100 MAJORS AND MINORS TO APPROXIMATELY 14,190 UNDERGRADUATES, GRADUATES AND DOCTORAL STUDENTS. INSTRUCTION INCLUDES ACADEMIC SUPPORT AND STUDENT SERVICES.CARNEGIE MELLON HAS ITS MAIN CAMPUS IN PITTSBURGH, SATELLITE CAMPUSES IN SILICON VALLEY AND DOHA, QATAR, AND DEGREE-GRANTING PROGRAMS IN COORDINATION WITH GLOBAL PROGRAMS INCLUDING AUSTRALIA, JAPAN, PORTUGAL, RWANDA, SINGAPORE AND THAILAND.NATIONALLY AND GLOBALLY, CARNEGIE MELLON HAS BECOME A MAJOR VOICE OF CONNECTIVITY IN TECHNOLOGY, EXPANSION OF EDUCATIONAL OPPORTUNITY AND ECONOMIC DEVELOPMENT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$371,113,042ExpenseAmt
Grant$28,160,839GrantAmt
Revenue$0RevenueAmt
DescRESEARCH:CARNEGIE MELLON HOLDS A PROUD VISION OF ITSELF AS A DISTINCTIVE AND DIFFERENT KIND OF RESEARCH UNIVERSITY WHERE NATIONALLY RECOGNIZED PROGRAMS FROM ACROSS THE LEADING DISCIPLINES, FROM COMPUTING AND ENGINEERING TO FINE ARTS, INTERSECT. IT IS A DECENTRALIZED COMMUNITY OF SCIENTISTS AND INTELLECTUALS, ARTISTS AND POLICYMAKERS, BUSINESS EXPERTS AND POETS. THE DIVERSE AND DECENTRALIZED COMMUNITY THAT CHARACTERIZES CARNEGIE MELLON CULTURE RESTS ON A SET OF CORE UNDERPINNINGS AND A STRONG COMMITMENT TO REAL-WORLD PROBLEM SOLVING, INTERDISCIPLINARY COLLABORATION AND HARD WORK, COMBINED WITH JOIE DE VIVRE.EACH OF THESE REQUIRES CONNECTIONS AMONG ENGINEERING, SCIENCE, POLICY AND MANAGEMENT, AND THE ARTS. BASIC RESEARCH IS PERFORMED IN ALL 7 COLLEGES AND SCHOOLS AND THE SOFTWARE ENGINEERING INSTITUTE. CARNEGIE MELLON IS ALSO THE HOME OF NUMEROUS RESEARCH INSTITUTES AND CENTERS FOCUSING ON SOME OF THE WORLD'S GREATEST CHALLENGES.CARNEGIE MELLON'S RESEARCH-INTENSIVE ENVIRONMENT PROVIDES A RICH SETTING FOR THE UNIVERSITY'S EDUCATIONAL OFFERINGS AND ASPIRATIONS. THE SEARCH FOR NEW KNOWLEDGE AND A SPIRIT OF ONGOING CRITICAL INQUIRY ARE THE IDEALS THAT PERMEATE ITS APPROACH TO TEACHING AND ITS EXPECTATIONS FOR WHAT STUDENTS WILL ACHIEVE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$96,650,233ExpenseAmt
Grant$0GrantAmt
Revenue$26,906,095RevenueAmt
DescAUXILIARY SERVICES:SERVICES TO SUPPORT THE INSTRUCTION AND RESEARCH FUNCTIONS OF THE UNIVERSITY. THESE SERVICES INCLUDE BUT ARE NOT LIMITED TO HOUSING, DINING SERVICES, PARKING, BOOKSTORE, PRINTING, TELECOMMUNICATIONS, AND OTHER SERVICES RELATED TO THE DELIVERY OF EDUCATION.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$15,288,111ExpenseAmt
Grant$0GrantAmt
Revenue$12,860,693RevenueAmt
DescOTHER PROGRAM SERVICES:OTHER FEES AND MEMBERSHIPS, EXTERNAL SUPPORT AND SERVICES AND OTHER MISCELLANEOUS PROGRAM SERVICE REVENUE THAT SUPPORTS THE INSTRUCTION, RESEARCH, AND AUXILIARY FUNCTIONS OF THE UNIVERSITY.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$15,288,111TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$12,860,693TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,232,168,882TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document22435IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee14425EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryASForeignCountryCd
Foreign CountryQAForeignCountryCd
Foreign CountryRWForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (1)Form8282PropertyDisposedOfInd
Form8282 Filed1Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members46GoverningBodyVotingMembersCnt
Independent Voting Member41IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARRIE NELSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4122681358PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 FORBES AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15213ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (71 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
EDWARD GREFENSTETTE VOTING
TRUSTEE (PRES/CEO, DIETRICH FDN)1.0050.00Yes (X)$0$1,618,408$1,420,877
CHARLES A KENNEDY
CHIEF INVESTMENT OFFICER50.000.50$857,091$0$780,609Yes (X)
FARNAM JAHANIAN
PRESIDENT/EX-OFFICIO TRUSTEE50.003.00Yes (X)$1,260,567$15,000$46,822Yes (X)
MICHAEL TRICK
DEAN, QATAR CAMPUS50.000.00$995,727$0$69,085Yes (X)
SCOTT MORY VP FOR UNIV
ADV. & INT V.P. FOR MARKET & COMM50.000.00$743,673$0$30,557Yes (X)
VIJAYAKUMAR BHAGAVATULA
DIRECTOR, CMU-AFRICA50.000.00$702,298$0$34,070Yes (X)
KRZYSZTOF MATYJASZEWSKI
JC WARNER UNIV. PROF. OF NAT. SCI.50.000.00$651,745$0$41,328Yes (X)
JEFFER CHOUDHRY SENIOR
MANAGING DIRECTOR-HEAD OF INVEST50.000.00$594,822$0$97,614Yes (X)
ROBERT DAMMON
PROFESSOR OF FINANCE50.000.00$647,247$0$41,897Yes (X)
JAMES H GARRETT
PROVOST & CAO50.000.20$634,038$0$42,941Yes (X)
PAUL D NIELSEN
DIRECTOR & CEO, SEI50.000.00$630,251$0$29,557Yes (X)
MARY JO DIVELY VPGENCOUN
& SEC. OF THE CORP. (AS OF 1/21)50.000.20$577,485$0$46,742Yes (X)
J MICHAEL MCQUADE
V.P. FOR RESEARCH50.000.00$578,739$0$43,658Yes (X)
WILLIAM SANDERS PROF DEAN
COLLEGE OF ENGINEERING50.000.00$537,063$0$53,769Yes (X)
RODNEY MCCLENDON
FORMER OFFICER0.000.00$548,855$0$28,444Yes (X)
JONATHAN CAGAN
FORMER KE/PROFESSOR50.000.00$375,807$0$164,554Yes (X)
MARTIAL HEBERT PROF DEAN
SCHOOL OF COMPUTER SCIENCE50.000.00$469,434$0$53,633Yes (X)
ANGELA BLANTON
V.P. OF FINANCE & CFO50.002.00$428,462$0$45,812Yes (X)
DARYL WEINERT
V.P. FOR OPERATIONS50.000.00$397,583$0$62,719Yes (X)
STAN WADDELL VP FOR INFO
TECH & CHIEF INFO OFF.(AS OF 2/21)50.000.00$335,839$0$81,143Yes (X)
CATHY A LIGHT SEC OF THE
CORP. & ADV. TO PRES(EXITED 12/20)50.000.00$346,670$0$42,417Yes (X)
JOHN LEHOCZKY
EX-OFFICIO TRUSTEE/PROFESSOR50.001.00Yes (X)$339,443$0$47,014
LAURIE WEINGART
FORMER OFFICER/PROFESSOR50.000.00$329,562$0$44,469Yes (X)
TOM MITCHELL
FORMER KE/PROFESSOR50.000.00$325,660$0$38,380Yes (X)
GINA CASALEGNO VP FOR
STUDENT AFFAIRS & DEAN OF STUDENTS50.000.00$335,489$0$27,030Yes (X)
KEY NUTTALL
FORMER OFFICER0.000.00$296,440$0$25,837Yes (X)
CARRIE NELSON
ASSISTANT TREASURER50.001.10$285,886$0$26,821Yes (X)
JOHN DOLAN
TREASURER50.000.00$227,532$0$39,439Yes (X)
JAMES E ROHR
CHAIRMAN/VOTING TRUSTEE5.001.00Yes (X)$0$15,000$0Yes (X)
PAULA KAUFFMAN WAGNER
VOTING TRUSTEE/ADJUNCT INSTRUCTOR0.500.00Yes (X)$3,000$0$0
EDWARD H FRANK
VICE CHAIRMAN/VOTING TRUSTEE1.000.00Yes (X)$0$0$0Yes (X)
TOD S JOHNSON
VICE CHAIRMAN/VOTING TRUSTEE0.500.00Yes (X)$0$0$0Yes (X)
JOEL P ADAMS
VOTING TRUSTEE5.000.00Yes (X)$0$0$0
LANE M BESS
VOTING TRUSTEE0.500.00Yes (X)$0$0$0
RONALD BIANCHINI JR
VOTING TRUSTEE1.001.00Yes (X)$0$0$0
KEITH BLOCK
VOTING TRUSTEE1.200.00Yes (X)$0$0$0
FRANK BRUNCKHORST
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
ERIC COOPER
VOTING TRUSTEE0.000.00Yes (X)$0$0$0
DAVID COULTER
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
RUSSELL CROCKETT
VOTING TRUSTEE0.250.25Yes (X)$0$0$0
JEANNE CUNICELLI
VOTING TRUSTEE1.350.00Yes (X)$0$0$0
SHRINIVAS V DEMPO
VOTING TRUSTEE0.270.00Yes (X)$0$0$0
GLEN DE VRIES
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
LINDA A DICKERSON
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
FRANCISCO B D'SOUZA
VOTING TRUSTEE3.000.00Yes (X)$0$0$0
HOWARD L ELLIN
VOTING TRUSTEE5.000.00Yes (X)$0$0$0
YOSHIAKI FUJIMORI
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
ERIC GILER
VOTING TRUSTEE1.500.00Yes (X)$0$0$0
IRA J GUMBERG
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
JEFFREY HOUSENBOLD
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
TORRENCE M HUNT JR
VOTING TRUSTEE1.500.00Yes (X)$0$0$0
LARRY E JENNINGS JR
VOTING TRUSTEE3.000.00Yes (X)$0$0$0
THERESA KAIL-SMITH
EX-OFFICIO TRUSTEE0.000.00Yes (X)$0$0$0
RAYMOND J LANE
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
BRUCE M MCWILLIAMS
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
ANNE M MOLLOY
VOTING TRUSTEE2.250.00Yes (X)$0$0$0
MAYOR WILLIAM PEDUTO
EX-OFFICIO TRUSTEE0.500.00Yes (X)$0$0$0
DAVID L PORGES
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
JOHN PRANZATELLI
EX-OFFICIO TRUSTEE0.600.80Yes (X)$0$0$0
JONATHAN M ROTHBERG
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
AJIT SHETTY
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
J LEA HILLMAN SIMONDS
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
MANOJ P SINGH
VOTING TRUSTEE0.003.00Yes (X)$0$0$0
LUKE SKURMAN
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
CHRISTOPHER STENGEL
EX-OFFICIO TRUSTEE0.500.00Yes (X)$0$0$0
LIP-BU TAN
VOTING TRUSTEE0.500.50Yes (X)$0$0$0
DAVID A TEPPER
VOTING TRUSTEE5.005.00Yes (X)$0$0$0
THOMAS TULL
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
TAMARA TUNIE
VOTING TRUSTEE0.250.00Yes (X)$0$0$0
MARY ANN ULISHNEY
VOTING TRUSTEE1.500.00Yes (X)$0$0$0
MICHAEL ZAMAGIAS
VOTING TRUSTEE1.001.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$14,456,408TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,648,408TotReportableCompRltdOrgAmt
Total Other Compensation$3,507,238TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1790IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PJ DICK INC
225 NORTH SHORE DRIVEPITTSBURGHPA15212CONSTRUCTION$17,649,606
MASCARO CONSTRUCTION CO LP
1720 METROPOLITAN STREETPITTSBURGHPA15233CONSTRUCTION$16,760,536
RYCON CONSTRUCTION
2525 LIBERTY AVENUEPITTSBURGHPA15222CONSTRUCTION$13,308,692
JENDOCO CONSTRUCTION CORP
2000 LINCOLN ROADPITTSBURGHPA15235CONSTRUCTION$12,625,622
ARAMARK CORP
5001 GREAT AMERICA PKWYSANTA CLARACA95054CLEANING SERVICES$12,336,677
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K169CntrctRcvdGreaterThan100KCnt
Related Organizations$21,280,741RelatedOrganizationsAmt
Government Grants$383,015,834GovernmentGrantsAmt
All Other Contributions$509,669,613AllOtherContributionsAmt
Noncash Contributions$12,208,644NoncashContributionsAmt
Total Contributions$913,966,188TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION900099$784,308,262$784,308,262
AUXILIARY SERVICES611710$26,906,095$26,641,507$264,588
OTHER PROGRAM SERVICES900099$12,860,693$12,860,693
FieldValueIRS element (for citing)
Total Program Service Revenue$824,075,050TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,193,668TotalRevenueColumnAmt
Unrelated Business Revenue$2,299,813UnrelatedBusinessRevenueAmt
Exclusion$23,893,855ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,410,504TotalRevenueColumnAmt
Exclusion$11,410,504ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,644,279RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$232,885RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$2,411,394RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,411,394TotalRevenueColumnAmt
Unrelated Business Revenue$31,428UnrelatedBusinessRevenueAmt
Exclusion$2,379,966ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,802,815,017SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,623,222,553SecuritiesAmt
Other-$2,020,264OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$179,592,464SecuritiesAmt
Other$2,020,264OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$181,612,728TotalRevenueColumnAmt
Exclusion$181,612,728ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$3,827,335GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,456,538CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,370,797TotalRevenueColumnAmt
Exclusion$2,370,797ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,962,040,329TotalRevenueColumnAmt
Related Or Exempt Func Income$823,810,462RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,595,829UnrelatedBusinessRevenueAmt
Exclusion$221,667,850ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$28,160,839TotalAmt
Program Services$28,160,839ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$184,413,317TotalAmt
Program Services$184,413,317ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$20,493,122TotalAmt
Program Services$20,493,122ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$10,352,564TotalAmt
Program Services$2,330,331ProgramServicesAmt
Management And General$6,423,848ManagementAndGeneralAmt
Fundraising$1,598,385FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,915,932TotalAmt
Program Services$955,706ProgramServicesAmt
Management And General$949,258ManagementAndGeneralAmt
Fundraising$10,968FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$688,655,169TotalAmt
Program Services$628,949,634ProgramServicesAmt
Management And General$42,784,496ManagementAndGeneralAmt
Fundraising$16,921,039FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$40,974,993TotalAmt
Program Services$34,275,589ProgramServicesAmt
Management And General$5,426,502ManagementAndGeneralAmt
Fundraising$1,272,902FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$79,812,898TotalAmt
Program Services$69,881,972ProgramServicesAmt
Management And General$7,257,729ManagementAndGeneralAmt
Fundraising$2,673,197FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$36,911,021TotalAmt
Program Services$30,678,491ProgramServicesAmt
Management And General$5,058,316ManagementAndGeneralAmt
Fundraising$1,174,214FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,122,113TotalAmt
Program Services$3,903,095ProgramServicesAmt
Management And General$2,209,077ManagementAndGeneralAmt
Fundraising$9,941FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,926,145TotalAmt
Program Services$97,980ProgramServicesAmt
Management And General$1,828,165ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$408,991TotalAmt
Program Services$408,991ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$481,949TotalAmt
Fundraising$481,949FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$8,101,596TotalAmt
Management And General$8,101,596ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$25,657,474TotalAmt
Program Services$17,225,165ProgramServicesAmt
Management And General$7,544,837ManagementAndGeneralAmt
Fundraising$887,472FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,326,970TotalAmt
Program Services$1,294,210ProgramServicesAmt
Management And General$1,032,760ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,406,041TotalAmt
Program Services$3,646,605ProgramServicesAmt
Management And General$3,076,878ManagementAndGeneralAmt
Fundraising$682,558FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$25,661,741TotalAmt
Program Services$20,930,879ProgramServicesAmt
Management And General$3,261,683ManagementAndGeneralAmt
Fundraising$1,469,179FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$2,589,832TotalAmt
Program Services$2,589,832ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$60,444,077TotalAmt
Program Services$53,313,756ProgramServicesAmt
Management And General$7,124,584ManagementAndGeneralAmt
Fundraising$5,737FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,982,729TotalAmt
Program Services$1,489,940ProgramServicesAmt
Management And General$484,904ManagementAndGeneralAmt
Fundraising$7,885FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$409TotalAmt
Program Services$409ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,214,740TotalAmt
Program Services$2,718,553ProgramServicesAmt
Management And General$443,434ManagementAndGeneralAmt
Fundraising$52,753FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$12,059,166TotalAmt
Program Services$11,488,824ProgramServicesAmt
Management And General$570,342ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$79,465,591TotalAmt
Program Services$74,622,263ProgramServicesAmt
Management And General$4,843,328ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,613,064TotalAmt
Program Services$3,145,620ProgramServicesAmt
Management And General$465,711ManagementAndGeneralAmt
Fundraising$1,733FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
INFORMATION RESOURCES$9,446,050$9,227,067$126,530$92,453
NON-CAPITAL EQUIPMENT$5,262,056$3,269,109$1,973,083$19,864
FOOD SERVICE OPERATIONS$4,197,008$3,885,585$311,423
FABRICATED EQUIPMENT$3,504,118$3,492,562$11,556

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$28,169,904TotalAmt
Program Services$15,279,436ProgramServicesAmt
Management And General$12,634,901ManagementAndGeneralAmt
Fundraising$255,567FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,383,731,619TotalAmt
Program Services$1,232,168,882ProgramServicesAmt
Management And General$123,944,941ManagementAndGeneralAmt
Fundraising$27,617,796FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$78,131BOYAmt
EOY$78,693EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$609,429,131BOYAmt
EOY$692,371,466EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$182,987,869BOYAmt
EOY$337,747,297EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$29,365,198BOYAmt
EOY$39,884,291EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$60,000BOYAmt
EOY$60,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,862,136BOYAmt
EOY$1,665,565EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$13,197,785BOYAmt
EOY$15,423,581EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,239,486,597LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,077,577,531LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,122,845,387BOYAmt
EOY$1,161,909,066EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,297,495,773BOYAmt
EOY$1,746,661,672EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,280,378,268BOYAmt
EOY$2,124,288,646EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$188,629,244BOYAmt
EOY$164,346,515EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,726,328,922BOYAmt
EOY$6,284,436,792EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$167,434,150BOYAmt
EOY$198,142,290EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$146,312,728BOYAmt
EOY$173,042,131EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$512,166,153BOYAmt
EOY$496,987,337EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$153,569,248BOYAmt
EOY$162,184,808EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$154,960,484BOYAmt
EOY$137,079,292EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,134,442,763BOYAmt
EOY$1,167,435,858EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,624,741,418BOYAmt
EOY$2,058,885,417EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,967,144,741BOYAmt
EOY$3,058,115,517EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,591,886,159BOYAmt
EOY$5,117,000,934EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,726,328,922BOYAmt
EOY$6,284,436,792EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$578,308,710ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$934,988,543NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$11,817,522OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)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$510,891,368CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$529,488,222CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$535,341,387CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$612,326,605CurrentTaxYearMinus1YearAmt
Current Tax Year$921,966,188CurrentTaxYearAmt
Total$3,110,013,770TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$510,891,368CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$529,488,222CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$535,341,387CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$612,326,605CurrentTaxYearMinus1YearAmt
Current Tax Year$921,966,188CurrentTaxYearAmt
Total$3,110,013,770TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$318,043,541SubstantialContributorsTotAmt
Public Support Total170$2,791,970,229PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,331,914CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,890,815CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$58,028,833CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,697,739CurrentTaxYearMinus1YearAmt
Current Tax Year$40,248,451CurrentTaxYearAmt
Total$229,197,752TotalAmt
FieldValueIRS element (for citing)
Total Support$3,339,211,522TotalSupportAmt
Gross Receipts Rltd Activities$4,216,679,486GrossReceiptsRltdActivitiesAmt
Public Support CY1700.83610PublicSupportCY170Pct
Public Support PY1700.92510PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$408,991FilingOrganizationsTotalAmt
Affiliated Group Total$408,991AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$408,991FilingOrganizationsTotalAmt
Affiliated Group Total$408,991AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,384,530,102FilingOrganizationsTotalAmt
Affiliated Group Total$1,385,510,165AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,384,939,093FilingOrganizationsTotalAmt
Affiliated Group Total$1,385,919,156AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
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$512,907CurrentYearMinus3Amt
Current Year Minus2$501,696CurrentYearMinus2Amt
Current Year Minus1$485,004CurrentYearMinus1Amt
Current Year$408,991CurrentYearAmt
Total$1,908,598TotalAmt

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$5,293,727AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,067,357,168BeginningYearBalanceAmt
Contributions$216,973,683ContributionsAmt
Investment Earnings Or Losses$906,059,029InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,191,800GrantsOrScholarshipsAmt
Other Expenditures$73,125,703OtherExpendituresAmt
Administrative Expenses$6,057,337AdministrativeExpensesAmt
End Year Balance$3,090,015,040EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,000,803,747BeginningYearBalanceAmt
Contributions$55,715,841ContributionsAmt
Investment Earnings Or Losses$102,387,595InvestmentEarningsOrLossesAmt
Grants Or Scholarships$19,689,081GrantsOrScholarshipsAmt
Other Expenditures$66,445,609OtherExpendituresAmt
Administrative Expenses$5,415,325AdministrativeExpensesAmt
End Year Balance$2,067,357,168EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,885,377,148BeginningYearBalanceAmt
Contributions$58,617,910ContributionsAmt
Investment Earnings Or Losses$142,695,818InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,523,816GrantsOrScholarshipsAmt
Other Expenditures$62,487,829OtherExpendituresAmt
Administrative Expenses$4,875,484AdministrativeExpensesAmt
End Year Balance$2,000,803,747EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,718,307,698BeginningYearBalanceAmt
Contributions$62,328,699ContributionsAmt
Investment Earnings Or Losses$185,715,245InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,218,702GrantsOrScholarshipsAmt
Other Expenditures$59,313,091OtherExpendituresAmt
Administrative Expenses$4,442,701AdministrativeExpensesAmt
End Year Balance$1,885,377,148EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,304,489,016BeginningYearBalanceAmt
Contributions$294,312,444ContributionsAmt
Investment Earnings Or Losses$187,094,434InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,158,853GrantsOrScholarshipsAmt
Other Expenditures$48,286,429OtherExpendituresAmt
Administrative Expenses$3,142,904AdministrativeExpensesAmt
End Year Balance$1,718,307,698EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.18360BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.37110PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.44530TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$55,767,484OtherCostOrOtherBasisAmt
Book Value$55,767,484BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,594,163,006OtherCostOrOtherBasisAmt
Depreciation$738,539,680DepreciationAmt
Book Value$855,623,326BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$35,075,302OtherCostOrOtherBasisAmt
Depreciation$21,271,592DepreciationAmt
Book Value$13,803,710BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$333,983,686OtherCostOrOtherBasisAmt
Depreciation$240,748,177DepreciationAmt
Book Value$93,235,509BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$220,497,119OtherCostOrOtherBasisAmt
Depreciation$77,018,082DepreciationAmt
Book Value$143,479,037BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,161,909,066TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
REAL ESTATE$129,205,799F
VENTURE CAP. & PRIV. EQ$1,286,549,923F
AGGRESSIVE, DISTRESSED & ARBITRAGE FIXED INCOME$19,400,923F
NATURAL RESOURCES$125,983,137F
HEDGE FUNDS$283,016,921F
LOCAL REGION$5,909,003F
EMERGING MARKET$274,222,940F
FieldValueIRS element (for citing)
Total Book Value Securities$2,124,288,646TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)

DescDescAmtAmt
CONTRACT RETENTIONS$4,220,499
GATE STUDENT LOAN PROGRAM$101,837
ASSET RETIREMENT OBLIGATION-FIN 47$5,047,372
FEDERAL LOAN PROGRAMS & STUDENT DEPOSITS$7,788,381
PRESENT VALUE OF ANNUITIES DUE$15,810,761
SWAP AGREEMENTS/CONTRACTS$29,659,492
FEDERAL, STATE, AND LOCAL TAXES PAYABLE$232,297
MISC. OTHER LIABILITIES$122,602
PV ANNUITIES FOR PROPERTY ACQS$1,212,896
RIGHT OF USE LIABILITY$72,850,651
AGENCY FUNDING$32,504
FieldValueIRS element (for citing)
Total Liability$137,079,292TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,756,414,576TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$934,988,543NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$15,047,270DonatedServicesAndUseFcltsAmt
Other Revenue$33,106,182OtherRevenueAmt
Revenue Not Reported$983,141,995RevenueNotReportedAmt
Revenue Subtotal$1,773,272,581RevenueSubtotalAmt
Investment Expenses Not Incld$8,101,596InvestmentExpensesNotIncldAmt
Other Revenues Not Included$180,666,152OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$188,767,748RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,962,040,329TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,230,607,634TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$15,047,270DonatedServicesUseFcltsAmt
Other Expenses Included$20,419,951OtherExpensesIncludedAmt
Expenses Not Reported$35,467,221ExpensesNotReportedAmt
Expenses Subtotal$1,195,140,413ExpensesSubtotalAmt
Investment Expenses Not Incld2$8,101,596InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$180,489,610OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$188,591,206ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,383,731,619TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:CARNEGIE MELLON UNIVERSITY MAINTAINS VARIOUS COLLECTIONS INCLUDING COLLECTIONS OF ART, HISTORIC ARTIFACTS, AND OTHER SIMILAR ASSETS TO SUPPORT THE EDUCATION AND RESEARCH FUNCTIONS OF THE UNIVERSITY.
PART V, LINE 4:THE CARNEGIE MELLON ENDOWMENT IS A COLLECTION OF INDIVIDUAL FUNDS PRIMARILY ESTABLISHED BY DONORS AND MANAGED BY THE UNIVERSITY AS A POOLED SET OF ASSETS. IN ACCORDANCE WITH THE PENNSYLVANIA ACT 141 AND DONOR INTENT, THE UNIVERSITY SPENDS A PREDETERMINED PORTION OF THE ENDOWMENT INCOME EACH YEAR ON FACULTY SUPPORT, STUDENT SUPPORT, AND GENERAL UNIVERSITY SUPPORT.
PART X, LINE 2:CARNEGIE MELLON UNIVERSITY IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS GENERALLY EXEMPT FROM INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE UNIVERSITY ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2021 AND 2020. THE UNIVERSITY'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS SUBSEQUENT TO JUNE 30, 2016. THE UNIVERSITY'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 1,456,538. SUBSIDIARY REVENUE 18,945,372. RENTAL EXPENSE 232,885. CHANGE IN SWAP VALUE NET OF INTEREST EXP 4,362,496. TRANSLATION ADJUSTMENT & OTHER 108,891. GAIN FROM ADJUSTMENTS OF PLEDGES RECEIVABLE 8,000,000.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID 178,778,378. LOSS ON SALE OF ASSETS 1,818,536. LAMME DISTRIBUTION 69,238.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 1,456,538. SUBSIDIARY EXPENSE 18,730,528. RENTAL EXPENSE 232,885.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID 178,778,378. TRANSLATION ADJUSTMENT & OTHER -107,304. LOSS ON SALE OF ASSETS 1,818,536.
PART XII:RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH REVENUE PER RETURN AND PART XIII - RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH EXPENSES PER RETURN: LINE 1 OF EACH PART RESPECTIVELY CONSISTS OF CONSOLIDATED NUMBERS FROM THE AUDITED FINANCIAL STATEMENTS AND RECONCILES TO THE STAND-ALONE (SEPARATE BASIS) REVENUE AND EXPENSES AS REPORTED ON THE FORM 990, PART I, LINE 12.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE NON-DISCRIMINATORY POLICY AND STATEMENT OF ASSURANCE APPEARS ON PRINTED MATERIALS USED TO COMMUNICATE WITH PROSPECTIVE AND CURRENT STUDENTS AS WELL AS EMPLOYEES OF CARNEGIE MELLON UNIVERSITY. ADDITIONALLY, THE STATEMENT OF ASSURANCE CAN BE FOUND ON CMU'S WEBSITE.
SCHEDULE E, PART I, LINE 6MONETARY GRANTS WERE RECEIVED FROM FEDERAL AND STATE AGENCIES TO PROVIDE ASSISTANCE TO STUDENTS ATTENDING CARNEGIE MELLON UNIVERSITY.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$892,255
MIDDLE EAST AND NORTH AFRICA00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$11,936,562
SUB-SAHARAN AFRICA00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$6,054,431
EAST ASIA AND THE PACIFIC00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$1,126,209
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$479,837
CENTRAL AMERICA AND THE CARIBBEAN00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$3,828
EAST ASIA AND THE PACIFIC1149PROGRAM SERVICESEDUCATION$3,954,444
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESEDUCATION$132,369
MIDDLE EAST AND NORTH AFRICA1390PROGRAM SERVICESEDUCATION$47,582,620
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00PROGRAM SERVICESEDUCATION$102,187
SOUTH AMERICA00PROGRAM SERVICESEDUCATION$17,732
SOUTH ASIA00PROGRAM SERVICESEDUCATION$7,460
SUB-SAHARAN AFRICA1327PROGRAM SERVICESEDUCATION$9,576,358
CENTRAL AMERICA AND THE CARIBBEAN00PORTFOLIO INVESTMENTS$1,015,999,164
EUROPE (INCLUDING ICELAND & GREENLAND)00PORTFOLIO INVESTMENTS$162,479,454
SUB-SAHARAN AFRICA00PORTFOLIO INVESTMENTS$32,109,122
EAST ASIA AND THE PACIFIC00PORTFOLIO INVESTMENTS$20,086,931
NORTH AMERICA00PORTFOLIO INVESTMENTS$19,475,979
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees149SubtotalEmployeesCnt
Continuation Total Office2ContinuationTotalOfficeCnt
Continuation Total Employee717ContinuationTotalEmployeeCnt
Total Office3TotalOfficeCnt
Total Employee866TotalEmployeeCnt
Subtotal Spent$24,579,935SubtotalSpentAmt
Continuation Spent$1,307,437,007ContinuationSpentAmt
Total Spent$1,332,016,942TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACTS$772,389CASH; ELECTRONIC FUND TRANSFER$0N/AN/A
MIDDLE EAST AND NORTH AFRICASUBCONTRACTS$280,017CASH; ELECTRONIC FUND TRANSFER$0N/AN/A
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESSUBCONTRACTS$476,537CASH; ELECTRONIC FUND TRANSFER$0N/AN/A
EAST ASIA AND THE PACIFICSUBCONTRACTS$30,881CASH; ELECTRONIC FUND TRANSFER$0N/AN/A
FieldValueIRS element (for citing)
Total501c3 Org10Total501c3OrgCnt
Total Other Org6TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
STUDENT SCHOLARSHIPSEAST ASIA AND THE PACIFIC80$1,095,328CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNT$0N/AN/A
STUDENT SCHOLARSHIPSMIDDLE EAST AND NORTH AFRICA234$11,656,545CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNT$0N/AN/A
STUDENT SCHOLARSHIPSSUB-SAHARAN AFRICA148$6,054,431CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNT$0N/AN/A
STUDENT SCHOLARSHIPSEUROPE (INCLUDING ICELAND & GREENLAND)18$119,865CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNT$0N/AN/A
STUDENT SCHOLARSHIPSNORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES15$3,300CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNT$0N/AN/A
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:CMU DISTRIBUTES LIMITED FINANCIAL AID AND GRANT FUNDS TO STUDENTS AT ITS INTERNATIONAL LOCATIONS PURSUANT TO A STATISTICAL MODEL THAT TAKES INTO ACCOUNT A STUDENT'S INTENDED COLLEGE MAJOR, ACADEMIC AND ARTISTIC TALENTS, AS WELL AS FINANCIAL NEED. SUCH FUNDS ARE TYPICALLY APPLIED DIRECTLY TO THEIR INDIVIDUAL ACCOUNTS IN FURTHERANCE OF THEIR EDUCATION AT CMU. SPONSORED PROJECT FUNDS ARE PASSED THROUGH TO SUB-GRANTEE ORGANIZATIONS BY CARNEGIE MELLON WHEN SUCH SUB-GRANTEE ARRANGEMENTS ARE APPROVED BY THE PRIMARY GRANT SPONSOR. THESE FUNDS ARE MONITORED BY THE OFFICE OF SPONSORED PROJECTS AND SPONSORED PROJECTS ACCOUNTING.
PART III ACCOUNTING METHOD:

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 (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
RUFFALO NOEL LEVITZ
1025 KIRKWOOD PARKWAY SWCEDAR RAPIDSIA52404TELEMARKETING0$642,859$398,841$244,018
GGA
401 N MICHIGAN AVENUECHICAGOIL60611CAMPAIGN CONSULTATION0$0$83,108-$83,108
FieldValueIRS element (for citing)
Total Gross Receipts$642,859TotalGrossReceiptsAmt
Total Retained By Contractors$481,949TotalRetainedByContractorsAmt
Total Net To Organization$160,910TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (150 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
412 FOOD RESCUE INC
6140 STATION STPITTSBURGHPA15206473476140501(C)(3)$75,000N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ADVANCED RESPIRATORY TECHNOLOGIES LLC
1105 WILLIAM PITT WAYPITTSBURGHPA15238473573079$50,670N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
AEROSPACE CORPORATIONTHE
2310 EAST EL SEGUNDO BLVDEL SEGUNDOCA90245952102389501(C)(3)$39,890N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ALLEN INSTITUTE
615 WESTLAKE AVE NSEATTLEWA98109912155317501(C)(3)$18,636N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
AMERICAN PRODUCTIVITY & QUALITY CENTER (APQC)
CENTER APQC 123 N POST OAK LN STEHOUSTONTX770247797742094629501(C)(3)$99,929N/AN/AEDUCATION/RESEARCH SUBCONTRACTS300
ANGELS PLACE INC
2615 NORWOOD AVEPITTSBURGHPA15214251450489501(C)(3)$21,500N/AN/APROGRAM SERVICE
APPLIGENT INC
22 E BALTIMORE AVELANSDOWNEPA190502202232634973$89,210N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
BARNES GLOBAL ADVISORS LLC
526 COCHRAN STSEWICKLEYPA15143821713034$72,533N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
BLUE GLACIER MANAGEMENT GROUP INC
2359 S QUEEN STARLINGTONVA22202651207527$329,629N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
BOSTON UNIVERSITY
GRANTS RECEIVABLE PO BOX 28763NEW YORKNY100878763042103547501(C)(3)$22,056N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
BOYS AND GIRLS CLUB OF WESTERN PENNSYLVANIA
33 TERMINAL WAY STE 435APITTSBURGHPA15219251206970501(C)(3)$60,000N/AN/APROGRAM SERVICE
BRIGHAM YOUNG UNIVERSITY
GRANTS CONTRACTS ACCT A-261 ASBPROVOUT846021128870217280501(C)(3)$333,971N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
BROWN UNIVERSITY
CONTROLLERS OFFICE BOX JPROVIDENCERI02912050258809501(C)(3)$7,632N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 CALIFORNIA BLVD M/C 153-84PASADENACA91125951643307501(C)(3)$7,735N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
CALIFORNIA STATE UNIVERSITY DOMINGUEZ HILLS FNDN
1000 E VICTORIA ST SCC-202CARSONCA90747952543028501(C)(3)$40,555N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
CARLOW UNIVERSITY
3333 5TH AVEPITTSBURGHPA15213250965438501(C)(3)$34,000N/AN/APROGRAM SERVICE
CARNEGIE LEARNING INC
PO BOX 6001HERMITAGEPA16148251805640$108,665N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH441062119341018992501(C)(3)$214,107N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
CLARKSON UNIVERSITY
PO BOX 5546POTSDAMNY136995546150543659501(C)(3)$13,886N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
CLEMSON UNIVERSITY
ADMIN SERVICES BUILDING SILAS NCLEMSONSC29634576000254115$18,346N/AN/AEDUCATION/RESEARCH SUBCONTRACTSPEARMAN BLVD
COLORADO SCHOOL OF MINES
RESEARCH ACCTG PO BOX 911911DENVERCO802911911846000551$213,493N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
COLUMBIA UNIVERSITY
SPONSORED PROJECTS FINANCE PO BOXNEW YORKNY100879789135598093501(C)(3)$248,663N/AN/AEDUCATION/RESEARCH SUBCONTRACTS29789 GENERAL POST OFFICE
DANA-FARBER CANCER INSTITUTE INC
450 BROOKLINE AVE BP418BOSTONMA02215042263040501(C)(3)$61,156N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
DELTA RISK LLC
106 S ST MARYS ST STE 428SAN ANTONIOTX78205412253196$917,919N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
DEPENDABLE GLOBAL SOLUTIONS
PO BOX 37514BALTIMOREMD212973514201660971$46,743N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
DREXEL UNIVERSITY
OFFICE OF RESEARCH GRAD STUDIESPHILADELPHIAPA191951090231352630501(C)(3)$303,619N/AN/AEDUCATION/RESEARCH SUBCONTRACTS3201 ARCH STREET SUITE 100
DUKE UNIVERSITY
ACCTS RECEIVABLE LOCKBOX PO BOXCHARLOTTENC282602651560532129501(C)(3)$115,908N/AN/AEDUCATION/RESEARCH SUBCONTRACTS602651
EDGE CASE RESEARCH INC
3485 BUTLER STPITTSBURGHPA15201364907680$39,373N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
EDUCATION TRAINING AND RESEARCH ASSOCIATES
100 ENTERPRISE WAY STE G300SCOTTS VALLEYCA95066942760764501(C)(3)$107,842N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ELIZABETH FORWARD SCHOOL DISTRICT
401 ROCK RUN ROAD SUITE 2ELIZABETHPA15037251158897115$75,000N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
FLORIDA STATE UNIVERSITY
874 TRADITIONS WAY SSB THIRD FLTALLAHASSEEFL32306591961248115$107,446N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
GANNON UNIVERSITY
109 UNIVERSITY SQUAREERIEPA16541250496976501(C)(3)$48,946N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
GENERAL ELECTRIC COMPANY
ONE RESEARCH CIRCLENISKAYUNANY12309140689340$69,469N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRFAIRFAXVA22032540836354501(C)(3)$48,026N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
GEORGETOWN UNIVERSITY
37THANDOSTREETSNWWASHINGTONDC20057530196603501(C)(3)$10,093N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
GEORGIA TECH APPLIED RESEARCH CORPORATION
926 DALNEY ST NWATLANTAGA30384582374837$173,238N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
GEORGIA TECH RESEARCH CORP
PO BOX 277004ATLANTAGA303847004580603146501(C)(3)$193,822N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
GINER INC
89 RUMFORD AVENEWTONMA024661311042529800$80,874N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
GRAY TIER TECHNOLOGIES LLC
2331 MILL RD SUITE 100ALEXANDRIAVA22314472520527$92,931N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
HARVARD UNIVERSITY
PRESIDENT FELLOWS OF HARVARDBOSTONMA022415649042103580501(C)(3)$114,211N/AN/AEDUCATION/RESEARCH SUBCONTRACTSCOLLEGE PO BOX 415649
HEBI ROBOTICS
91 43RD STREET STE 200PITTSBURGHPA15201301081929$50,000N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
INDIANA UNIVERSITY
DEPT 78867 PO BOX 78000DETROITMI482780867356001673115$64,881N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
IOMAXIS LLC
10505 FURNACE RD SUITE 101LORTONVA22079201538682$163,297N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
IOWA STATE UNIVERSITY
SPONSORED PROGRAMS ACCTG 2221 WANDAAMESIA500111004426004224115$49,200N/AN/AEDUCATION/RESEARCH SUBCONTRACTSDALY DR
KANSAS STATE UNIVERSITY
2323 ANDERSON AVE SUITE 600MANHATTANKS66502480771751115$204,076N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
KENT STATE UNIVERSITY
BURSARS OFFICE PO BOX 5190KENTOH442420001316402079115$35,265N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
KNOWINNOVATION INC
7903 SEMINOLE BLVDSEMINOLEFL33772275248883$63,070N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
LEHIGH UNIVERSITY
306 S NEW STREET STE 461BETHLEHEMPA18015240795445501(C)(3)$82,093N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
LIFEWARE LABS LLC
201 NORTH BRADDOCK AVE SUITE 303PITTSBURGHPA15208823047479$40,789N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
LOCKHEED MARTIN CORP
1040 S PKWY FRONTAGE RDLAKELANDFL33813521893632$25,497N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE CASHIERSCAMBRIDGEMA02139042103594501(C)(3)$558,150N/AN/AEDUCATION/RESEARCH SUBCONTRACTSOFFICE NE49-3077
MAYO CLINIC ROCHESTER
200 FIRST ST SWROCHESTERMN55905416011702501(C)(3)$184,776N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
META MESH WIRELESS COMMUNITIES
744 E WARRINGTON AVEPITTSBURGHPA15210475465911501(C)(3)$307,150N/AN/APROGRAM SERVICE
METROLAB NETWORK INC
777 6TH ST NW FL 11WASHINGTONDC20001822626675$98,322N/AN/APROGRAM SERVICE
MICHIGAN STATE UNIVERSITY
CONTRACT GRANT ADMN 426 AUDITORIUMEAST LANSINGMI48824386005984115$57,743N/AN/AEDUCATION/RESEARCH SUBCONTRACTSRD ROOM 2
MRL MATERIALS RESOURCES LLC
2650 INDIAN RIPPLE RDDAYTONOH45440270585298$108,748N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
NATIONAL ORGANIZATION OF MINORITY ARCHITECTS
PO BOX 3558WASHINGTONDC20027141855267501(C)(6)$10,000N/AN/APROGRAM SERVICE
NORTH CAROLINA STATE UNIVERSITY
CAMPUS BOX 7214 OFFICE OF GRANTSRALEIGHNC276957214566000756$325,740N/AN/AEDUCATION/RESEARCH SUBCONTRACTSAND CONTRACTS
NORTHROP GRUMMAN SYSTEMS
2980 FAIRVIEW PARK DRFALLS CHURCHVA22042951055798$203,347N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
OAKLAND BUSINESS IMPROVEMENT DISTRICT
218 OAKLAND AVENUEPITTSBURGHPA15213251833743115$15,000N/AN/APROGRAM SERVICE
OAKLAND CATHOLIC HIGH SCHOOL INC
144 NORTH CRAIG STREET ADVANCEMENTPITTSBURGHPA15213251604103501(C)(3)$16,315N/AN/APROGRAM SERVICEOFFICE
OHIO STATE UNIVERSITY
ACCOUNTING DEPT 4TH FL 1960 KENNYCOLUMBUSOH432101063316025986501(C)(1)$217,119N/AN/AEDUCATION/RESEARCH SUBCONTRACTSRD
OREGON STATE UNIVERSITY
ACCOUNTS PAYABLE PO BOX 1086CORVALLISOR973391086936001786$208,111N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
OUR LADY OF THE SACRED HEART HIGH SCHOOL
1504 WOODCREST AVECORAOPOLISPA15108251199029501(C)(3)$8,500N/AN/APROGRAM SERVICE
PENN STATE UNIVERSITY
RESEARCH ACCOUNTING 401 RIDER IISTATE COLLEGEPA168014819246000376115$984,648N/AN/AEDUCATION/RESEARCH SUBCONTRACTSBLDG 227 W BEAVER AVE STE 401
PHILADELPHIA UNIVERSITY
4201 HENRY AVEPHILADELPHIAPA19144231352294501(C)(3)$38,023N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
PITTSBURGH ARTS & LECTURES
301 S CRAIG ST STE 200PITTSBURGHPA15213251657947501(C)(3)$22,000N/AN/APROGRAM SERVICE
PITTSBURGH CULTURAL TRUST
803 LIBERTY AVEPITTSBURGHPA15222251469002501(C)(3)$9,000N/AN/APROGRAM SERVICE
PITTSBURGH ROBOTICS NETWORK
PO BOX 90128PITTSBURGHPA15224824942845501(C)(3)$25,000N/AN/APROGRAM SERVICE
PITTSBURGH SYMPHONYTHE
600 PENN AVEPITTSBURGHPA15222250986052501(C)(3)$10,150N/AN/APROGRAM SERVICE
PITTSBURGH TECHNOLOGY COUNCIL
2000 TECHNOLOGY DRPITTSBURGHPA152199902251437854501(C)(6)$15,500N/AN/APROGRAM SERVICE
PITTSBURGH URBAN CHRISTIAN SCHOOL
809 CENTER STPITTSBURGHPA15221251405301501(C)(3)$20,674N/AN/APROGRAM SERVICE
PITTSBURGH URBAN MAGNET PROJECT
PUMP100 ROSS ST STE 502PITTSBURGHPA15219251800835501(C)(3)$10,000N/AN/APROGRAM SERVICE
PRINCETON UNIVERSITY
THE TRUSTEES OF 701 CARNEGIE CENTERPRINCETONNJ08540210634501501(C)(3)$98,764N/AN/AEDUCATION/RESEARCH SUBCONTRACTSCENTER
PROJECT Y THEATRE INC
520 8TH AVE 334NEW YORKNY10018263881551501(C)(3)$10,000N/AN/APROGRAM SERVICE
PROPEL SCHOOLS
3447 E CARSON ST STE 200PITTSBURGHPA15203030483260501(C)(3)$176,700N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
PURDUE UNIVERSITY
SPONSORED PROGRAM SERVICES 23510CHICAGOIL606731235356002041115$17,253N/AN/AEDUCATION/RESEARCH SUBCONTRACTSNETWORK PLACE
RAND CORPORATION
1700 MAIN ST PO BOX 2138SANTA MONICACA904072138951958142501(C)(3)$116,821N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
REGENTS OF THE UNIV OF CALIFORNIA
UNIV OF CALIFORNIA SAN DIEGO 9500LA JOLLACA92093946002123115$394,115N/AN/AEDUCATION/RESEARCH SUBCONTRACTSGILMAN DR -OFC CONTRACT GRANT ADM
RENSSELAER POLYTECHNIC INSTITUTE
110 8TH STTROYNY12180141340095501(C)(3)$250,790N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
RESEARCH FOUNDATION CITY UNIVERSITY OF NY
230 W 41ST ST 7TH FLNEW YORKNY10036131988190501(C)(3)$92,562N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
RESEARCH FOUNDATION FOR STATE UNIV OF NEW YORK
PO BOX 9ALBANYNY122010009141368361501(C)(3)$444,101N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
RESEARCH INSTITUTE AT NATIONWIDE CHILDRENS HOSPITAL
PO BOX 781653DETROITMI482781653316056230115$81,469N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
RICE UNIVERSITY
6100 MAIN STREET MS-74HOUSTONTX77005741109620501(C)(3)$14,904N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ROBERT BOSCH LLC
38000 HILLS TECH DRIVEFARMINGTON HILLSMI48331362903176$573,562N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ROBERT MORRIS UNIVERSITY
6001 UNIVERSITY BLVDMOON TWPPA15108251120678501(C)(3)$30,158N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ROBOTWITS LLC
1100 CRESCENT PLPITTSBURGHPA15217463695179$31,941N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ROCKMAN ET AL INC
2203 MCGEE AVEBERKELEYCA94703943400371$12,478N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
SACRED HEART ELEMENTARY SCHOOL
325 EMERSON STPITTSBURGHPA15206252056201$5,100N/AN/APROGRAM SERVICE
SAN DIEGO BIOMEDICAL RESEARCH INSTITUTE
10865 ROAD TO THE CURE SUITE 100SAN DIEGOCA92121463481092501(C)(3)$92,518N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
SERRA CATHOLIC HIGH SCHOOL INC
200 HERSHEY DRMCKEESPORTPA15132205696522501(C)(3)$33,986N/AN/APROGRAM SERVICE
SIEMENS CORPORATION
SIEMENS SHARED SVCS PO BOX 371614PITTSBURGHPA152517614132623356$173,655N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
SPIRALGEN INC
201 S CRAIG ST STE 2EPITTSBURGHPA15213270171738$250,000N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
STANFORD UNIVERSITY
PO BOX 44253SAN FRANCISCOCA941444253941279777501(C)(3)$218,837N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
STEVENS INSTITUTE OF TECHNOLOGY
CASTLE POINT ON HUDSONHOBOKENNJ070305991221487354501(C)(3)$12,681N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
STROUD WATER RESEARCH CENTER INC
970 SPENCER RDAVONDALEPA193119514522081073501(C)(3)$15,291N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
SUNDANCE INSTITUTE
PO BOX 684429 1825 THREE KINGS DRPARK CITYUT84068870361394501(C)(3)$16,725N/AN/APROGRAM SERVICE
TEMPLE UNIVERSITY
PO BOX 828799PHILADELPHIAPA191828799231365971501(C)(3)$75,355N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
TEXAS A AND M ENGINEERING EXPERIMENT STATION
400 HARVEY MITCHELL PKWY S STE 300COLLEGE STATIONTX77845741974733115$346,020N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
TIBA BIOTECH LLC
1 BROADWAY 14TH FLCAMBRIDGEMA02142814049796$30,000N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
TISSUE TESTING TECHNOLOGIES LLC
2231 TECHNICAL PKWY STE AN CHARLESTONSC29406472583753$11,591N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
TOYOTA TECHNOLOGICAL INSTITUTE AT CHICAGO
6045 S KENWOOD AVECHICAGOIL60637364479457501(C)(3)$103,432N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
TRYING TOGETHER
5604 SOLWAY STPITTSBURGHPA15217256089906501(C)(3)$34,146N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
TUFTS UNIVERSITY
TRUSTEES OF TUFTS COLLEGE 136BOSTONMA02111042103634501(C)(3)$227,819N/AN/AEDUCATION/RESEARCH SUBCONTRACTSHARRISON AVE OVPR POST-AWARD RESEAR
UNIVERSITY OF ALABAMA
BOX 35487TUSCALOOSAAL35487636001138115$124,490N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF ALABAMA IN HUNTSVILLE THE
301 SPARKMAN DRHUNTSVILLEAL35899630520830$224,828N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF ARKANSAS AT LITTLE ROCK
2801 S UNIVERSITY AVELITTLE ROCKAR72204710236904115$140,652N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF CALIFORNIA BERKELEY
UC REGENTS-BILLING PAYMENT SVCS 140BERKELEYCA947201111946002123115$1,201,368N/AN/AEDUCATION/RESEARCH SUBCONTRACTSUNIVERSITY HALL
UNIVERSITY OF CALIFORNIA DAVIS
POB 989062WEST SACRAMENTOCA957989062946036494115$273,800N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF CALIFORNIA LOS ANGELES
PSC PO BOX 957089 1125 MURPHY HALLLOS ANGELESCA900959000956006143115$857,117N/AN/AEDUCATION/RESEARCH SUBCONTRACTS405 HILGARD AVE
UNIVERSITY OF CALIFORNIA RIVERSIDE
900 UNIVERSITY AVERIVERSIDECA92521956006142115$182,709N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF CALIFORNIA SANTA CRUZ
CASHIERS OFFICE 1156 HIGH STREETSANTA CRUZCA950641077941539563115$72,652N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF CALIFORNIA SANTA BARBARA
3201 SAASBSANTA BARBARACA93106956006145115$26,549N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF FLORIDA
ORAL HISTORY PROGRAM 241 PUGH HALLGAINESVILLEFL32611596002052115$45,105N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF ILLINOIS
GRANTS CONTRACTS 28392 NETWORK PLCHICAGOIL606731283376000511115$109,030N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC
2385 IRVING HILL ROADLAWRENCEKS66045480680117501(C)(3)$6,118N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF MARYLAND
1000 HILLTOP CIRCLEBALTIMOREMD21250526002033115$307,972N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF MASSACHUSETTS
AT AMHERST 408 GOODELL BLDG GRANTSAMHERSTMA010033285043167352501(C)(1)$251,728N/AN/AEDUCATION/RESEARCH SUBCONTRACTSCONTRACT ADMINISTRATION
UNIVERSITY OF MEMPHIS
PO BOX 1000 DEPT 313MEMPHISTN381480313620648618$76,110N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF MIAMI
PO BOX 248184CORAL GABLESFL331241433590624458501(C)(3)$304,651N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF MICHIGAN
BOX 223131PITTSBURGHPA152512131386005984115$36,309N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF MINNESOTA
NW 5957 PO BOX 1450MINNEAPOLISMN554855957416007513115$488,937N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF MISSOURI
UNIVERSITY OF MISSOURI AR PO BOXKANSAS CITYMO641807012436003859115$1,058,987N/AN/AEDUCATION/RESEARCH SUBCONTRACTS807012
UNIVERSITY OF NEW MEXICO THE
C/O FINANCIAL SERVICES HSC 1 UNIVALBUQUERQUENM87131856000642115$71,056N/AN/AEDUCATION/RESEARCH SUBCONTRACTSOF NEW MEXICO MSC09 5220
UNIVERSITY OF PENNSYLVANIA
TRUSTEES OF THE UNIV OF PENNSYLVANIPHILADELPHIAPA191785541231352685501(C)(3)$1,074,968N/AN/AEDUCATION/RESEARCH SUBCONTRACTSPO BOX 785541
UNIVERSITY OF PITTSBURGH
PO BOX 371220 500 ROSS STPITTSBURGHPA152517220250965591501(C)(3)$3,910,773N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF ROCHESTER
OFFICE OF THE BURSARROCHESTERNY14627160743209501(C)(3)$141,814N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF SAN DIEGO
5998 ALCALA PARKSAN DIEGOCA921102492952544535501(C)(3)$52,291N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION
1027 BARNWELL STCOLUMBIASC29208576017985501(C)(3)$51,342N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF SOUTH FLORIDA
ATTN RESEARCH PROJECTS RECEIVABLESORLANDOFL328864568593102112115$42,406N/AN/AEDUCATION/RESEARCH SUBCONTRACTSPO BOX 864568
UNIVERSITY OF SOUTHERN CALIFORNIA
SPONSERED PROJECTS ACCOUNTING FILELOS ANGELESCA900742095951642394501(C)(3)$772,913N/AN/AEDUCATION/RESEARCH SUBCONTRACTSNO 52095
UNIVERSITY OF TEXAS AT AUSTIN
OFFICE OF ACCOUNTING PO BOX 7159AUSTINTX787137159746000203115$173,669N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF TEXAS AT DALLAS
800 W CAMPELL RDRICHARDSONTX750803021751305566$27,299N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF TEXAS AT EL PASO
CONTRACTS GRANTS ACCT RM200 ADMEL PASOTX799680697746000813115$165,837N/AN/AEDUCATION/RESEARCH SUBCONTRACTSBLDG 500 W UNIVERSITY
UNIVERSITY OF TEXAS AT SAN ANTONIO
ONE UTSA CIRCLESAN ANTONIOTX78249741717115115$6,000N/AN/APROGRAM SERVICE
UNIVERSITY OF UTAH
GRANTS CONTRACTS ACCOUNTING 201 SSALT LAKE CITYUT841129020876000525115$46,400N/AN/AEDUCATION/RESEARCH SUBCONTRACTSPRESIDENTS CIR RM 406
UNIVERSITY OF WASHINGTON
GRANT AND CONTRACT ACCTG BOX 354966SEATTLEWA981954966916001537115$1,278,517N/AN/AEDUCATION/RESEARCH SUBCONTRACTS354966
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVEMADISONWI537264090390743975501(C)(3)$190,991N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY SYSTEM OF NEW HAMPSHIRE
5 CHENELL DR SUITE 301CONCORDNH03301026000937115$71,573N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
VERIS GROUP LLC
8229 BOONE BLVD SUITE 750VIENNAVA22182202300601$89,176N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
VILLANOVA UNIVERSITY
RESEARCH ACCOUNTING OFFICE 800VILLANOVAPA19085231352688501(C)(3)$149,873N/AN/AEDUCATION/RESEARCH SUBCONTRACTSLANCASTER AVENUE
VIRGINIA COMMONWEALTH UNIVERSITY
327 W MAIN ST PO BOX 843039RICHMONDVA232843039546001758115$16,034N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
VIRGINIA POLYTECH INSTITUTE
OFFICE OF SPONSORED PROGRAMS 1880BLACKSBURGVA240603580546001805115$529,958N/AN/AEDUCATION/RESEARCH SUBCONTRACTSPRATT DR STE 2006
WASHINGTON STATE UNIVERSITY
240 FRENCH ADM BLDG POB 641025PULLMANWA991641025916001108115$31,671N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
WESLEYAN UNIVERSITY
FINANCE/GRANTS ACCOUNTING 287 HIGHMIDDLETOWNCT06459060646959501(C)(3)$139,662N/AN/AEDUCATION/RESEARCH SUBCONTRACTSST
WEST VIRGINIA UNIVERSITY RESEARCH CORP
PO BOX 6002MORGANTOWNWV26506550665758501(C)(3)$18,382N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
WESTINGHOUSE ELECTRIC CO LLC
1000 WESTINGHOUSE DRCRANBERRY TWPPA16066522140933$184,427N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
WESTMORELAND COUNTY COMMUNITY COLLEGE
145 PAVILION LN ACCOUNTS RECEIVABLEYOUNGWOODPA15697251208182115$24,455N/AN/AEDUCATION/RESEARCH SUBCONTRACTSRECEIVABLE
WIDENER UNIVERSITY
ONE UNIVERSITY PLACECHESTERPA19013231386178501(C)(3)$22,325N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
WORCESTER POLYTECHNIC INSTITUTE
100 INSTITUTE RDWORCESTERMA01609042121659501(C)(3)$39,846N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
FieldValueIRS element (for citing)
Total501c3 Org110Total501c3OrgCnt
Total Other Org40TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
UNDERGRADUATE GRANTS AND SCHOLARSHIPS3595$124,802,543N/AN/A
NON-DEGREE GRANTS AND SCHOLARSHIPS177$1,421,795N/AN/A
GRADUATE SCHOLARSHIPS AND FELLOWSHIPS4352$58,188,979N/AN/A

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationCMU DISTRIBUTES LIMITED FINANCIAL AID AND GRANT FUNDS TO INDIVIDUALS AND ORGANIZATIONS IN THE U.S. BASED ON A STATISTICAL MODEL THAT TAKES INTO ACCOUNT A STUDENT'S INTENDED COLLEGE MAJOR, ACADEMIC AND ARTISTIC TALENTS, AS WELL AS FINANCIAL NEED. FOR STUDENTS, SUCH FUNDS ARE TYPICALLY APPLIED DIRECTLY TO THEIR INDIVIDUAL ACCOUNTS IN FURTHERANCE OF THEIR EDUCATION AT CMU. OTHER TYPES OF GRANTS AND ASSISTANCE MIGHT INCLUDE, FOR EXAMPLE, RECIPIENTS OF PRIZES AND AWARDS WHO HAVE MET THE SPECIFIC CRITERIA FOR THE PARTICULAR PRIZE OR AWARD TO BE SELECTED. IN THE CASE OF SCHOLARSHIPS AND FELLOWSHIPS, THE RECIPIENT IS OFTEN REQUIRED TO UTILIZE THE FUNDS IN FURTHERANCE OF THEIR EDUCATION AND RESEARCH AT CMU. GRANTS ARE ALSO MADE IN THE CONTEXT OF ACADEMIC OR RESEARCH PROGRAMS AND RECIPIENTS SPEND THEIR GRANT FUNDS UNDER THE SUPERVISION OF THE PROGRAM FOR THE USE OF THE FUNDS. SPONSORED PROJECT FUNDS ARE PASSED THROUGH TO SUB-GRANTEE ORGANIZATIONS BY CARNEGIE MELLON WHEN SUCH SUB-GRANTEE ARRANGEMENTS ARE APPROVED BY THE PRIMARY GRANT SPONSOR. FUNDS ARE SPENT UNDER THE SUPERVISION OF THE PRINCIPAL INVESTIGATORS AND ARE ACCOUNTABLE TO FEDERAL AND SPONSOR TERMS AND CONDITIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)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 PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 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
EDWARD GREFENSTETTE VOTING
TRUSTEE (PRES/CEO, DIETRICH FDN)$0$675,000$0$800,000$0$143,408$0$1,389,887$0$30,990$0$3,039,285$0$938,468
CHARLES A KENNEDY
CHIEF INVESTMENT OFFICER$482,133$0$332,452$0$42,506$0$720,764$0$59,845$0$1,637,700$0$181,476$0
FARNAM JAHANIAN
PRESIDENT/EX-OFFICIO TRUSTEE$962,596$15,000$150,000$0$147,971$0$22,800$0$24,022$0$1,307,389$15,000$0$0
MICHAEL TRICK
DEAN, QATAR CAMPUS$429,002$0$0$0$566,725$0$22,800$0$46,285$0$1,064,812$0$0$0
SCOTT MORY VP FOR UNIV
ADV. & INT V.P. FOR MARKET & COMM$597,432$0$100,000$0$46,241$0$22,800$0$7,757$0$774,230$0$100,000$0
VIJAYAKUMAR BHAGAVATULA
DIRECTOR, CMU-AFRICA$334,280$0$10,000$0$358,018$0$22,800$0$11,270$0$736,368$0$0$0
KRZYSZTOF MATYJASZEWSKI
JC WARNER UNIV. PROF. OF NAT. SCI.$600,773$0$0$0$50,972$0$27,873$0$13,455$0$693,073$0$0$0
JEFFER CHOUDHRY SENIOR
MANAGING DIRECTOR-HEAD OF INVEST$354,498$0$232,477$0$7,847$0$90,365$0$7,249$0$692,436$0$0$0
ROBERT DAMMON
PROFESSOR OF FINANCE$613,094$0$0$0$34,153$0$22,800$0$19,097$0$689,144$0$0$0
JAMES H GARRETT
PROVOST & CAO$580,931$0$0$0$53,107$0$22,800$0$20,141$0$676,979$0$0$0
PAUL D NIELSEN
DIRECTOR & CEO, SEI$589,499$0$0$0$40,752$0$22,800$0$6,757$0$659,808$0$0$0
MARY JO DIVELY VPGENCOUN
& SEC. OF THE CORP. (AS OF 1/21)$524,740$0$0$0$52,745$0$22,800$0$23,942$0$624,227$0$0$0
J MICHAEL MCQUADE
V.P. FOR RESEARCH$540,474$0$0$0$38,265$0$22,800$0$20,858$0$622,397$0$0$0
WILLIAM SANDERS PROF DEAN
COLLEGE OF ENGINEERING$487,500$0$0$0$49,563$0$22,800$0$30,969$0$590,832$0$0$0
RODNEY MCCLENDON
FORMER OFFICER$198,172$0$0$0$350,683$0$22,255$0$6,189$0$577,299$0$180,971$0
JONATHAN CAGAN
FORMER KE/PROFESSOR$310,081$0$50,000$0$15,726$0$24,758$0$139,796$0$540,361$0$0$0
MARTIAL HEBERT PROF DEAN
SCHOOL OF COMPUTER SCIENCE$446,856$0$0$0$22,578$0$27,873$0$25,760$0$523,067$0$0$0
ANGELA BLANTON
V.P. OF FINANCE & CFO$397,199$0$0$0$31,263$0$22,800$0$23,012$0$474,274$0$0$0
DARYL WEINERT
V.P. FOR OPERATIONS$355,334$0$0$0$42,249$0$22,800$0$39,919$0$460,302$0$0$0
STAN WADDELL VP FOR INFO
TECH & CHIEF INFO OFF.(AS OF 2/21)$314,837$0$0$0$21,002$0$22,800$0$58,343$0$416,982$0$0$0
CATHY A LIGHT SEC OF THE
CORP. & ADV. TO PRES(EXITED 12/20)$307,361$0$0$0$39,309$0$22,800$0$19,617$0$389,087$0$0$0
JOHN LEHOCZKY
EX-OFFICIO TRUSTEE/PROFESSOR$291,062$0$0$0$48,381$0$23,580$0$23,434$0$386,457$0$0$0
LAURIE WEINGART
FORMER OFFICER/PROFESSOR$293,282$0$0$0$36,280$0$26,432$0$18,037$0$374,031$0$0$0
TOM MITCHELL
FORMER KE/PROFESSOR$302,335$0$0$0$23,325$0$24,024$0$14,356$0$364,040$0$0$0
GINA CASALEGNO VP FOR
STUDENT AFFAIRS & DEAN OF STUDENTS$328,795$0$0$0$6,694$0$22,800$0$4,230$0$362,519$0$0$0
KEY NUTTALL
FORMER OFFICER$130,561$0$0$0$165,879$0$11,807$0$14,030$0$322,277$0$0$0
CARRIE NELSON
ASSISTANT TREASURER$282,736$0$0$0$3,150$0$22,800$0$4,021$0$312,707$0$0$0
JOHN DOLAN
TREASURER$227,304$0$0$0$228$0$19,122$0$20,317$0$266,971$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AALL ITEMS CHECKED IN LINE 1A ARE PROVIDED TO OR FOR A PERSON LISTED IN FORM 990, PART VII TO FURTHER THE BUSINESS, EDUCATIONAL, AND RESEARCH MISSION OF THE UNIVERSITY PURSUANT TO FEDERAL TAX REGULATIONS, IRS ACCOUNTABLE PLAN RULES, AND THE UNIVERSITY'S POLICIES AND PROCEDURES. NONTAXABLE BENEFITS DISCLOSED IN COLUMN D INCLUDE, FOR EXAMPLE, CONTRIBUTIONS TO EMPLOYER HEALTH AND WELFARE PLANS AND QUALIFIED TUITION BENEFITS.
PART I, LINES 4A-BFARNAM JAHANIAN PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THESE BENEFITS ARE REPORTED IN PART II, COLUMN (B). EFFECTIVE JUNE 1, 2020, RODNEY MCCLENDON WAS NO LONGER EMPLOYED BY THE UNIVERSITY. IN CONJUNCTION WITH HIS DEPARTURE, THE UNIVERSITY AND RODNEY MCCLENDON NEGOTIATED SEVERANCE BENEFITS. RODNEY MCCLENDON'S PAID SEVERANCE BENEFITS, TOTALING $271,457 ARE REPORTED IN PART II, COLUMN (B). KEY NUTTALL VOLUNTARILY RESIGNED FROM HIS EMPLOYMENT WITH THE UNIVERSITY EFFECTIVE JUNE 1, 2020 AND, IN CONNECTION WITH HIS SEPARATION, HE RECEIVED SEVERANCE BENEFITS OF $150,000.
PART I, LINE 7ALL BONUSES PAID WERE AWARDED AS A RESULT OF PERFORMANCE AND WERE APPROVED BY THE COMPENSATION COMMITTEE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
A25165013701728RES42008-04-10$120,820,000REFUNDING 2006A, B & 2007A. SEE PART VI FOR MORE DETAIL000
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
B25165013701729EKY22013-02-14$60,529,980REVENUE BONDS TO FINANCE NEW CONSTRUCTION. SEE PART VI FOR MORE DETAIL000
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
C25165013701728RMP12017-07-19$77,823,681REFUNDING 2009 BONDS & TAXABLE COMMERCIAL PAPER NOTES. SEE PART VI FOR MORE000
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
D251650137NONEAVAIL2017-12-27$50,000,000REISSUANCE OF 2012B BONDS. SEE PART VI FOR MORE DETAIL000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtCapitalized InterestCapitalizedInterestAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYr
A$120,821,573$493,831$120,327,742Yes (1)0Yes (1)Yes (1)
B$60,575,582$463,813$29,90000Yes (1)Yes (1)$10,000,000$36,398$60,045,4712016
C$77,839,863$341,465$77,498,398Yes (1)0Yes (1)Yes (1)
D$50,000,000$50,000,000Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)
B0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)
C0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)Yes (1)000Yes (1)
B000Yes (1)000Yes (1)Yes (1)
C0Yes (1)Yes (1)Yes (1)0000Yes (1)
D0Yes (1)Yes (1)Yes (1)Yes (1)000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceENTITY 1:FormAndLineReferenceDesc
ExplanationCOLUMN A: PART I(F): BONDS CURRENT REFUNDED SERIES 2006AB BONDS (ISSUED DECEMBER 13, 2006) AND SERIES 2007 BONDS (ISSUED MARCH 1, 2007). COLUMN C: PART I(F): THE BONDS CURRENT REFUNDED PORTIONS OF THE SERIES 2009 BONDS (ISSUED AUGUST 20, 2009) AND TAXABLE COMMERCIAL PAPER NOTES (ISSUED FEBRUARY 24, 2015). COLUMN D: PART I(F): THE BONDS REISSUED THE SERIES 2012B BONDS (ISSUED MARCH 1, 2012). COLUMNS A, B C: THE DIFFERENCE BETWEEN PART I(E) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. COLUMNS A, C, D: PART II, LINE 13: SINCE PROCEEDS OF THE BONDS WERE ISSUED FOR REFUNDING PURPOSES, THE YEAR OF SUBSTANTIAL COMPLETION IS NOT APPLICABLE. COLUMN D: PART III: BECAUSE PROCEEDS OF THE BONDS WERE USED TO REFUND BONDS ISSUED BEFORE JANUARY 1, 2003, THE ISSUER HAS NOT COMPLETED PART III WITH RESPECT TO THE BONDS. COLUMNS A, B, C: PART III, LINE 7: AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. COLUMNS C, D: PART IV, LINE 2(B): THE BONDS HAVE MET THE 6-MONTH EXPENDITURE EXCEPTION TO THE REBATE REQUIREMENT. COLUMN A: PART IV, LINE 2(C): THE MOST RECENT REBATE REPORT WAS PREPARED BY THE BORROWER AND DATED APRIL 26, 2013. COLUMN B: PART IV, LINE 2(C): THE MOST RECENT 5TH YEAR REBATE REPORT WAS PREPARED BY BLX ON FEBRUARY 13, 2018. COLUMNS C, D: PART IV, LINE 2(C): THE BONDS HAVE MET AN EXCEPTION TO THE REBATE REQUIREMENT; AND THEREFORE, NO REBATE HAS BEEN, OR EVER WILL BE, DUE ON THE BONDS. ENTITY 2: COLUMN A: PART I(F): 2009 BONDS WERE ISSUED ON AUGUST 20, 2009. COLUMNS A, B: THE DIFFERENCE BETWEEN PART I(E) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. COLUMN A: PART II, LINE 13: SINCE PROCEEDS OF THE BONDS WERE ISSUED FOR REFUNDING PURPOSES, THE YEAR OF SUBSTANTIAL COMPLETION IS NOT APPLICABLE. COLUMNS A, B: PART III, LINE 7: AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. COLUMN A: PART IV, LINE 2(B): THE BONDS HAVE MET THE 6-MONTH EXPENDITURE EXCEPTION TO THE REBATE REQUIREMENT. COLUMN A: PART IV, LINE 2(C): THE BONDS HAVE MET AN EXCEPTION TO THE REBATE REQUIREMENT AND; THEREFORE, NO COMPUTATION HAS BEEN, OR EVER WILL BE, PREPARED FOR THE BONDS.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
A25165013701728RMX42019-01-23$120,435,248REFUNDING OF 2009 BONDS. SEE PART VI FOR MORE DETAIL000
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
B25165013701728RNC92020-02-05$60,806,037REVENUE BONDS TO FINANCE NEW CONSTRUCTION. SEE PART VI FOR MORE DETAIL000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmt
A$120,495,354$418,774$120,076,497$83Yes (1)0Yes (1)Yes (1)
B$60,945,658$287,917$25,788,911000Yes (1)$34,868,830

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)
B00000.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A0Yes (1)Yes (1)Yes (1)Yes (1)000Yes (1)
B0Yes (1)000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
L SMITH
J. GARRETT - CMU OFFICER - BROTHER OF L. SMITH - CMU EMPLOYEE$87,219SEE PART V COMPENSATION FOR ASSOCIATE DIRECTOR OF STUDENT ACCOUNTS0
L BHAGAVATULA
V. BHAGAVATULA - CMU HCE - HUSBAND OF L. BHAGAVATULA$40,793SEE PART V COMPENSATION FOR PROGRAM AMBASSADOR - CMU AFRICA0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution222ContributionCnt
Noncash Contributions Rpt F990$9,022,459NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$3,050,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)SOFTWARE AND LICENSES1$100,000FAIR MARKET VALUE
Yes (X)SCIENTIFIC/MUSIC/FITNESS EQPT/OFFICE SUPPLIES8$32,480FAIR MARKET VALUE
Yes (X)SCHOOL OF DRAMA EVENT1$2,426COST
Yes (X)TOOLS1$1,279COST
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER SHOWN IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS CARNEGIE MELLON UNIVERSITY RECEIVED FOR EACH TYPE OF PROPERTY FOR THE YEAR ENDED JUNE 30, 2021.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2JAMES ROHR, EDWARD GREFENSTETTE, AND FARNAM JAHANIAN HAVE A BUSINESS RELATIONSHIP. JOEL P. ADAMS AND EDWARD GREFENSTETTE HAVE A BUSINESS RELATIONSHIP. JOEL P. ADAMS AND JAMES ROHR HAVE A BUSINESS RELATIONSHIP. JOEL P. ADAMS AND DAVID COULTER HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 7ACARNEGIE MELLON HAS SIX EX-OFFICIO TRUSTEES WHO ARE MEMBERS OF THE BOARD OF TRUSTEES BY HOLDING THE FOLLOWING OFFICES: MAYOR OF THE CITY OF PITTSBURGH PRESIDENT OF COUNCIL OF THE CITY OF PITTSBURGH PRESIDENT OF CARNEGIE MELLON UNIVERSITY PRESIDENT OF CARNEGIE MELLON ALUMNI ASSOCIATION PRESIDENT OF THE ANDREW CARNEGIE SOCIETY OF CARNEGIE MELLON CHAIRMAN OF CARNEGIE MELLON FACULTY SENATE EX-OFFICIO TRUSTEES SHALL BE FULL VOTING MEMBERS OF THE BOARD OF TRUSTEES, WITH ALL RIGHTS AND RESPONSIBILITIES THERETO, EXCEPT AS FOLLOWS: THEY SHALL BE WELCOME AT ALL OPEN SESSIONS OF ALL FULL BOARD MEETINGS AND, IF REQUESTED BY THE CHAIR, AT CLOSED EXECUTIVE SESSIONS; AND THE PRESIDENT OF CARNEGIE MELLON UNIVERSITY SHALL HAVE NO VOTING RIGHTS WHEN SERVING AS A MEMBER OF THE AUDIT COMMITTEE OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11BCARNEGIE MELLON UNIVERSITY'S TAX DEPARTMENT IS RESPONSIBLE FOR GATHERING RELEVANT INFORMATION AND PREPARING THE ANNUAL FORM 990. ONCE THE FORM IS COMPLETE IN DRAFT STATUS, IT IS REVIEWED WITH CARNEGIE MELLON'S INDEPENDENT CERTIFIED PUBLIC ACCOUNTING (CPA) FIRM. UPON COMPLETION OF INDEPENDENT REVIEW BY THE CPA FIRM, THE FORM IS REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND CHIEF FINANCIAL OFFICER, ASSOCIATE VICE PRESIDENT FOR FINANCE AND CONTROLLER, TAX DEPARTMENT AND THEN PROVIDED TO THE AUDIT COMMITTEE FOR APPROVAL. FINALLY, A COMPLETED COPY OF THE FORM IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING FORM 990 WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CCARNEGIE MELLON REQUIRES EACH TRUSTEE, OFFICER, AND MEMBER OF SENIOR MANAGEMENT TO DISCLOSE ANNUALLY THE EXISTENCE OF ANY CIRCUMSTANCES THAT MIGHT CONSTITUTE A CONFLICT OF INTEREST WITH THE INSTITUTION. THE PROCESS IS INITIATED EACH FISCAL YEAR BY THE OFFICE OF THE SECRETARY OF THE CORPORATION SENDING AN ELECTRONIC CONFLICT OF INTEREST QUESTIONNAIRE TO THE ABOVE NOTED INDIVIDUALS. COMPLETED QUESTIONNAIRES ARE RETURNED TO THE SECRETARY OF THE CORPORATION FOR EVALUATION OF ACTUAL OR PERCEIVED CONFLICTS BY THE INSTITUTION, REVIEWED BY THE OFFICE OF GENERAL COUNSEL, AND ANNUAL REPORTING IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. ALL OFFICERS AND MEMBERS OF THE BOARD ARE REQUIRED TO DISCLOSE CONFLICTS TO THE SECRETARY OF THE CORPORATION AS THEY ARISE THROUGHOUT THE YEAR.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION COMMITTEE ANNUALLY REVIEWS AND RECOMMENDS TO THE EXECUTIVE COMMITTEE FOR APPROVAL THE PRESIDENT'S SALARY, COMPENSATION, AND BENEFIT PACKAGE (TOTAL COMPENSATION), AND REVIEWS AND APPROVES THE TOTAL COMPENSATION OF THE PROVOST, VICE PRESIDENTS, DEANS, OFFICERS AND KEY EMPLOYEES. THE COMMITTEE OBTAINS APPROPRIATE ANALYSES AND STUDIES PREPARED BY THE ADMINISTRATION AND INDEPENDENT EXTERNAL SOURCES WITH RESPECT TO COMPENSATION FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS TO AID IN EVALUATING COMPENSATION AND BENEFIT PLAN LEVELS, PRACTICES AND STRATEGIES TO ENSURE THAT THE UNIVERSITY'S COMPENSATION LEVELS AND PRACTICES ARE COMPARABLE TO SIMILAR ORGANIZATIONS AND APPROPRIATE TO ATTRACT, OBTAIN AND RETAIN QUALIFIED PERSONNEL. THIS INCLUDES REVIEWING SURVEY DATA FOR SIMILAR POSITIONS AMONG A SELECT GROUP OF PEER INSTITUTIONS. THE COMMITTEE SUBMITS ITS RECOMMENDATIONS FOR THE PRESIDENT'S TOTAL COMPENSATION PACKAGE TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE EXECUTIVE COMMITTEE RECEIVES AN ANNUAL REPORT FROM THE UNIVERSITY'S COMPENSATION COMMITTEE INCLUDING SIGNIFICANT COMPENSATION AND BENEFIT PLAN POLICY CHANGES. IT REPORTS TO THE FULL BOARD ON THIS AND THE COMPETITIVENESS OF THE UNIVERSITY'S COMPENSATION LEVELS AND BENEFIT PLANS IN RELATION TO PEER INSTITUTIONS.
FORM 990, PART VI, SECTION C, LINE 19CARNEGIE MELLON'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION. THE DOCUMENTS ARE AVAILABLE UPON REQUEST OR CAN BE OBTAINED BY VISITING THE WEBSITE AT WWW.CMU.EDU.
FORM 990, PART VII, SECTION A, LINE 1A:THE BOARD OF TRUSTEES MAY GRANT THE STATUS OF EMERITUS TRUSTEE TO THOSE MEMBERS WHO HAVE MADE DISTINGUISHED CONTRIBUTIONS TO THE UNIVERSITY AND WHO HAVE ATTAINED AT LEAST AGE 60 OR A MAXIMUM OF AGE 75. THE BOARD OF TRUSTEES MAY, AT ANY TIME OR FROM TIME TO TIME CHANGE THE AGE AT WHICH TRUSTEES MUST BE GRANTED EMERITUS/A STATUS, OR RESIGN FROM THE BOARD. EMERITUS/A TRUSTEES SHALL BE WELCOME AT ALL FULL BOARD MEETINGS; ALL MEETINGS OF THE ADVANCEMENT, EDUCATIONAL AFFAIRS AND ENROLLMENT, AND RESEARCH, INNOVATION AND ENTREPRENEURSHIP COMMITTEES OF THE BOARD OF TRUSTEES; SHALL RECEIVE ALL NOTICES, MINUTES AND REPORTS OF SAID MEETINGS, SHALL BE FREE TO PARTICIPATE IN DISCUSSIONS, BUT SHALL BE WITHOUT A VOTE ON ANY MATTER. EMERITUS TRUSTEES SHALL BE WELCOME AT ALL BOARD AND UNIVERSITY EVENTS. THE FOLLOWING INDIVIDUALS WERE EMERITUS TRUSTEES OF CARNEGIE MELLON'S BOARD OF TRUSTEES: JOHN BERTUCCI, CAROL R. BROWN, ROBERT M. BROWN III, ERROLL B. DAVIS, JR., W. LOGAN DICKERSON, PHILIP L. DOWD, DINA DUBLON, WILLIAM B. ELLIS, CYNTHIA FRIEDMAN, HENRY GAILLIOT, CLAIRE W. GARGALLI, RICHARD D. HAMILTON, TERESA HEINZ, T. JEROME HOLLERAN, W. LEE HOSKINS, JUSTIN M. JOHNSON, PATRICIA ASKWITH KENNER, DAVID M. KIRR, EDWARD E. LUCENTE, THOMAS A. MCCONOMY, JACK E. MCGRATH, REGINA GOUGER MILLER, ALESSANDRO OVI, E. KEARS POLLOCK, CHARLES J. QUEENAN, JR. ESQ, JOHN G. RANGOS, SR., VINCENT A. SARNI, JOYCE B. SCOTT, DAVID S. SHAPIRA, RAYMOND W. SMITH, W. LOWELL STEINBRENNER, DONALD E. STITZENBERG, JAMES M. WALTON, KONRAD M. WEIS.
FORM 990, PART VII, SECTION A, COLUMN B:FOR EACH PERSON LISTED IN COLUMN A WHO IS AN EMPLOYEE OF CARNEGIE MELLON UNIVERSITY, THE AVERAGE NUMBER OF HOURS PER WEEK STATED IS 50 HOURS PER WEEK; HOWEVER, THE ACTUAL NUMBER OF HOURS WORKED VARIES BETWEEN 50-80 HOURS PER WEEK.
FORM 990, PART XI, LINE 9:LAMME UNREALIZED GAINS/LOSS -546,561. CHANGE IN SWAP VALUE NET OF INTEREST EXPENSE & OTHER 4,364,083. GAIN FROM ADJUSTMENTS OF PLEDGES RECEIVABLE 8,000,000.
FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING:CARNEGIE MELLON HAS AN AUDIT COMMITTEE OF THE BOARD OF TRUSTEES THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF A CERTIFIED INDEPENDENT ACCOUNTING FIRM THAT AUDITS THE FINANCIAL STATEMENTS. CARNEGIE MELLON'S FINANCIAL STATEMENTS ARE CONSOLIDATED. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
CM SPE LLC
5000 FORBES AVENUEPITTSBURGHPA15213250969449LEASEHOLDERPA$44,542$364,416CARNEGIE MELLON UNIVERSITY
READING RACER HOLDINGS LLC
5000 FORBES AVENUEPITTSBURGHPA15213862828371HOLDING COMPANYPA$0$0CARNEGIE MELLON UNIVERSITY

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
BENJAMIN GARVER LAMME SCHOLARSHIP FUND
5000 FORBES AVENUEPITTSBURGHPA15213256030362FELLOWSHIP FUNDPA501(C)(3)509(A)(3)CARNEGIE MELLON UNIVERSITY0
JACK G BUNCHER CHARITABLE FUND FOR CARNEGIE MELLON UNIVERSITY
5000 FORBES AVENUEPITTSBURGHPA15213204393107GRANT FUNDPA501(C)(3)509(A)(3)CARNEGIE MELLON UNIVERSITY0
MPC CORPORATION
5000 FORBES AVENUEPITTSBURGHPA15213251128244RESEARCH AND DEVELOPMENTPA501(C)(3)509(A)(3)0N/A
THE DIETRICH FOUNDATION
600 GRANT STREET SUITE 5360PITTSBURGHPA15219364711746PHILANTHROPYPA501(C)(3)509(A)(3)0N/A
ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE
4501 LYTLE STREET MILL 19A STE 200PITTSBURGHPA152071892812812384RESEARCH AND DEVELOPMENTPA501(C)(3)509(A)(3)CARNEGIE MELLON UNIVERSITYYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctDirect Controlling NADirectControllingNACd
CARNEGIE INNOVATIONS LLC
600 RIVER AVENUE SUITE 100PITTSBURGHPA15212455177927EDUCATIONPACARNEGIE MELLON UNIVERSITYRELATED-$129,101-$6,720,8310Yes (1)0.90000
ICARNEGIE GLOBAL LEARNING LLC
210 SIXTH AVENUE SUITE 3570PITTSBURGHPA15222383887172EDUCATIONPA00N/A
CL ACQUISITION LLC
5000 FORBES AVENUEPITTSBURGHPA15213NO ACTIVITYPA00N/A
SYSTEMIQ LLC
5000 FORBES AVENUEPITTSBURGHPA15213352506818NO ACTIVITYPA00N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdShare Of Total IncomeShareOfTotalIncomeAmt
ICARNEGIE INC
4615 FORBES AVENUEPITTSBURGHPA15213010625769EDUCATIONPACARNEGIE MELLON UNIVERSITYC$5,8351.00000Yes (1)
ICARNEGIE INTERNATIONAL LTD
EDUCATIONCARNEGIE MELLON UNIVERSITYC1.00000Yes (1)C/O APPLEBY CANONS COURT 22 VICTPO BOX HMHAMILTON HMEXBDBD
IRREVOCABLE ESTATE (1)
TRUSTFLT$472,8851.000000
PERPETUAL TRUST (5)
TRUSTPAT$4,760,5341.000000
REVOCABLE TRUST (1)
TRUSTPAT$22,666,6151.000000$3,526
CHARITABLE REMAINDER TRUST (1)
TRUSTPAT1.000000$530,172
CHARITABLE LEAD TRUST (1)
TRUSTPAT$90,6911.000000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BENJAMIN GARVER LAMME SCHOLARSHIP FUND
C$69,238CASH
JACK G BUNCHER CHARITABLE BUNCHER FUND
C$980,000CASH
MPC CORPORATION
C$2,979,317CASH
THE DIETRICH FOUNDATION
C$17,252,186CASH
ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE
Q$111,777CASH
ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE
A$867,325CASH
ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE
C$509,340CASH
CARNEGIE INNOVATIONS LLC
S$750,000CASH

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
JACK G BUNCHER CHARITABLE FUND FOR CMU
5000 FORBES AVENUEPITTSBURGHPA15213204393107$0$0$0$980,000$980,000$172,000$43,000$0$0$0
BENJAMIN GARVER LAMME SCHOLARSHIP FUND
5000 FORBES AVENUEPITTSBURGHPA15213256030362$0$0$0$63$63$13$3$0$0$0