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CARNEGIE MELLON UNIVERSITY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CARNEGIE MELLON UNIVERSITY (EIN 25-0969449)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-13
IRS object ID
202131339349302753
Schema version
2019v5.2
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)
Return2021-05-13T11:16:59-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Signature2021-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN M KIRSCHPreparerPersonNm
PTINP00341397PTIN
Phone4122613644PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
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$3,836,646,684GrossReceiptsAmt
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 Employee15291TotalEmployeeCnt
Total Volunteers44TotalVolunteersCnt
Total Gross UBI$2,104,166TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$551,949,360PYContributionsGrantsAmt
CY Contributions Grants$615,553,392CYContributionsGrantsAmt
PY Program Service Revenue$865,464,328PYProgramServiceRevenueAmt
CY Program Service Revenue$875,395,346CYProgramServiceRevenueAmt
PY Investment Income$212,301,645PYInvestmentIncomeAmt
CY Investment Income$347,888,541CYInvestmentIncomeAmt
PY Other Revenue$13,647,979PYOtherRevenueAmt
CY Other Revenue$11,294,282CYOtherRevenueAmt
PY Total Revenue$1,643,363,312PYTotalRevenueAmt
CY Total Revenue$1,850,131,561CYTotalRevenueAmt
PY Grants And Similar Paid$198,602,320PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$219,013,954CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$817,571,321PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$858,436,760CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$833,648PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$657,729CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$33,432,044CYTotalFundraisingExpenseAmt
PY Other Expenses$376,865,279PYOtherExpensesAmt
CY Other Expenses$360,380,521CYOtherExpensesAmt
PY Total Expenses$1,393,872,568PYTotalExpensesAmt
CY Total Expenses$1,438,488,964CYTotalExpensesAmt
PY Revenues Less Expenses$249,490,744PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$411,642,597CYRevenuesLessExpensesAmt
Total Assets BOY$4,402,305,882TotalAssetsBOYAmt
Total Assets EOY$4,726,328,922TotalAssetsEOYAmt
Total Liabilities BOY$1,004,249,252TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,134,442,763TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,398,056,630NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,591,886,159NetAssetsOrFundBalancesEOYAmt
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$737,793,689ExpenseAmt
Grant$185,094,620GrantAmt
Revenue$809,500,958RevenueAmt
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 14,800 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$403,961,103ExpenseAmt
Grant$33,919,334GrantAmt
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$116,149,221ExpenseAmt
Grant$0GrantAmt
Revenue$53,358,176RevenueAmt
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$22,818,360ExpenseAmt
Grant$0GrantAmt
Revenue$12,536,212RevenueAmt
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$22,818,360TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$12,536,212TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,280,722,373TotalProgramServiceExpensesAmt
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 ActivitiesYes (1)FundraisingActivitiesInd
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 Document20691IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee15291EmployeeCnt
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 Of0Form8282PropertyDisposedOfInd
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 (74 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 TRUSTEE1.0050.00Yes (X)$0$1,298,587$1,016,454
CHARLES A KENNEDY
CHIEF INVESTMENT OFFICER50.001.00$938,922$0$544,339Yes (X)
FARNAM JAHANIAN
PRESIDENT/EX-OFFICIO TRUSTEE50.003.00Yes (X)$1,314,892$15,000$72,640Yes (X)
RODNEY MCCLENDON
V.P. FOR OPERATIONS (EXITED 6/20)50.000.00$483,629$0$758,049Yes (X)
MICHAEL TRICK
DEAN, QATAR CAMPUS50.000.00$996,441$0$64,492Yes (X)
SCOTT MORY VP FOR UNIV ADV
INT VP FOR MARKET & COMM(AS OF 6/20)50.000.00$723,124$0$179,079Yes (X)
VIJAYAKUMAR BHAGAVATULA
DIRECTOR, CMU-AFRICA50.000.00$666,060$0$52,642Yes (X)
RAMAMOORTHI RAVI
ZOLTNERS PROF. OF OPERAT. RESEARCH50.000.00$671,043$0$40,453Yes (X)
ROBERT DAMMON
DEAN, PROFESSOR OF FINANCE50.000.00$660,709$0$39,897Yes (X)
JAMES H GARRETT
PROVOST & CAO50.000.50$659,795$0$38,432Yes (X)
PAUL D NIELSEN
DIRECTOR, SEI50.000.00$660,670$0$28,437Yes (X)
KRZYSZTOF MATYJASZEWSKI
JC WARNER UNIV. PROF. OF NAT. SCI.50.000.00$635,559$0$39,826Yes (X)
J MICHAEL MCQUADE
V.P. FOR RESEARCH50.000.00$592,559$0$41,379Yes (X)
MARY JO DIVELY
VP/GENERAL COUNSEL50.000.20$577,316$0$43,076Yes (X)
SUBRA SURESH
FORMER OFFICER/FORMER TRUSTEE0.000.00$552,003$0$0Yes (X)
ANGELA BLANTON
VP OF FINANCE & CFO50.000.10$431,544$0$34,368Yes (X)
MARTIAL HEBERT PROF DEAN
SCHOOL OF COMP. SCI. (ENTERED 8/19)50.000.00$406,854$0$54,101Yes (X)
TOM MITCHELL FOUNDERS
UNIV. PROFESSOR (EXITED 8/19)50.000.00$403,550$0$40,894Yes (X)
JONATHAN CAGAN PROFESSOR OF
MECHANICAL ENGINEERING (EXITED 1/20)50.000.00$309,541$0$130,924Yes (X)
PAMELA EAGER
FORMER OFFICER/SR. ASSOC. FOR DEV.50.000.50$344,606$0$79,747Yes (X)
DARYL WEINERT CHIEF OF STAFF
V.P. FOR STRAT. INIT.50.000.00$366,041$0$56,230Yes (X)
LAURIE WEINGART
FORMER OFFICER/PROFESSOR50.000.00$360,304$0$41,125Yes (X)
JOHN LEHOCZKY
FORMER OFFICER/PROFESSOR50.000.25$340,076$0$44,751Yes (X)
GINA CASALEGNO VP FOR
STUDENT AFFAIRS & DEAN OF STUDENTS50.000.00$325,827$0$50,504Yes (X)
KEY NUTTALL VP FOR MARKETING
& COMMUNICATIONS (EXITED 6/20)50.000.00$276,686$0$89,320Yes (X)
RANDAL E BRYANT
EX-OFFICIO TRUSTEE/PROFESSOR50.000.00Yes (X)$321,115$0$42,282
CATHY A LIGHT SEC OF THE
CORP. & ADVISOR TO THE PRESIDENT50.000.00$309,548$0$47,513Yes (X)
CARRIE NELSON
ASSISTANT TREASURER50.001.10$268,157$0$26,195Yes (X)
JOHN DOLAN
TREASURER50.000.00$221,794$0$37,048Yes (X)
STEVE KLOEHN
FORMER OFFICER0.000.00$245,158$0$0Yes (X)
JAMES E ROHR
CHAIRMAN/VOTING TRUSTEE5.000.00Yes (X)$0$15,000$0Yes (X)
PAULA KAUFFMAN WAGNER
VOTING TRUSTEE/ADJUNCT INSTRUCTOR1.000.00Yes (X)$3,000$0$0
EDWARD H FRANK
VICE CHAIRMAN/VOTING TRUSTEE4.000.00Yes (X)$0$0$0Yes (X)
TOD S JOHNSON
VICE CHAIRMAN/VOTING TRUSTEE2.000.00Yes (X)$0$0$0Yes (X)
JOEL P ADAMS
VOTING TRUSTEE5.000.00Yes (X)$0$0$0
LANE M BESS
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
RONALD BIANCHINI JR
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
KEITH BLOCK
VOTING TRUSTEE1.250.25Yes (X)$0$0$0
FRANK BRUNCKHORST
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
ERIC COOPER
VOTING TRUSTEE0.100.00Yes (X)$0$0$0
DAVID COULTER
VOTING TRUSTEE3.750.00Yes (X)$0$0$0
RUSSELL CROCKETT
VOTING TRUSTEE3.003.00Yes (X)$0$0$0
JEANNE CUNICELLI
VOTING TRUSTEE1.150.00Yes (X)$0$0$0
ERROLL B DAVIS JR
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
SHRINIVAS V DEMPO
VOTING TRUSTEE0.360.36Yes (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
ALEX DICLAUDIO
EX-OFFICIO TRUSTEE1.000.00Yes (X)$0$0$0
FRANCISCO B D'SOUZA
VOTING TRUSTEE3.000.00Yes (X)$0$0$0
HOWARD L ELLIN
VOTING TRUSTEE5.005.00Yes (X)$0$0$0
YOSHIAKI FUJIMORI
VOTING TRUSTEE0.400.00Yes (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 TRUSTEE5.000.00Yes (X)$0$0$0
THERESA KAIL-SMITH
EX-OFFICIO TRUSTEE (ENTERED 1/20)0.000.00Yes (X)$0$0$0
BRUCE KRAUS
EX-OFFICIO TRUSTEE (EXITED 12/19)1.000.00Yes (X)$0$0$0
BRYON KRUG
EX-OFFICIO TRUSTEE2.000.00Yes (X)$0$0$0
RAYMOND J LANE
VOTING TRUSTEE1.200.50Yes (X)$0$0$0
BRUCE M MCWILLIAMS
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
ANNE M MOLLOY
VOTING TRUSTEE2.800.00Yes (X)$0$0$0
MAYOR WILLIAM PEDUTO
EX-OFFICIO TRUSTEE0.500.00Yes (X)$0$0$0
DAVID L PORGES
VOTING TRUSTEE3.000.00Yes (X)$0$0$0
JONATHAN M ROTHBERG
VOTING TRUSTEE0.500.00Yes (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 TRUSTEE3.000.00Yes (X)$0$0$0
LUKE SKURMAN
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
LIP-BU TAN
VOTING TRUSTEE5.000.00Yes (X)$0$0$0
DAVID A TEPPER
VOTING TRUSTEE4.004.00Yes (X)$0$0$0
THOMAS TULL
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
MARY ANN ULISHNEY
VOTING TRUSTEE1.400.00Yes (X)$0$0$0
MICHAEL ZAMAGIAS
VOTING TRUSTEE1.001.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$15,066,523TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,328,587TotReportableCompRltdOrgAmt
Total Other Compensation$3,734,197TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1764IndivRcvdGreaterThan100KCnt
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
MOSITES CONSTRUCTION
4839 CAMPBELLS RUN ROADPITTSBURGHPA15205CONSTRUCTION$23,458,301
PJ DICK INC
225 NORTH SHORE DRIVEPITTSBURGHPA15212CONSTRUCTION$21,969,534
MASCARO CONSTRUCTION CO LP
1720 METROPOLITAN STREETPITTSBURGHPA15233CONSTRUCTION$19,390,337
JENDOCO CONSTRUCTION CORP
2000 LINCOLN ROADPITTSBURGHPA15235CONSTRUCTION$12,572,986
ARAMARK CORP
5001 GREAT AMERICA PKWYSANTA CLARACA95054CLEANING SERVICES$11,637,459
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K182CntrctRcvdGreaterThan100KCnt
Fundraising$4,470FundraisingAmt
Related Organizations$20,308,591RelatedOrganizationsAmt
Government Grants$372,001,410GovernmentGrantsAmt
All Other Contributions$223,238,921AllOtherContributionsAmt
Noncash Contributions$18,853,164NoncashContributionsAmt
Total Contributions$615,553,392TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION900099$809,500,958$809,500,958
AUXILIARY SERVICES611710$53,358,176$52,895,334$462,842
OTHER PROGRAM SERVICES900099$12,536,212$12,536,212
FieldValueIRS element (for citing)
Total Program Service Revenue$875,395,346TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,633,906TotalRevenueColumnAmt
Unrelated Business Revenue$1,589,183UnrelatedBusinessRevenueAmt
Exclusion$37,044,723ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,514,096TotalRevenueColumnAmt
Exclusion$6,514,096ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,504,253RealAmt
Personal$45,484PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$552,186RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,952,067RealAmt
Personal$45,484PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,997,551TotalRevenueColumnAmt
Unrelated Business Revenue$52,141UnrelatedBusinessRevenueAmt
Exclusion$1,945,410ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,292,913,662SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,981,358,210SecuritiesAmt
Other$2,300,817OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$311,555,452SecuritiesAmt
Other-$2,300,817OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$309,254,635TotalRevenueColumnAmt
Exclusion$309,254,635ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$18,253FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$4,470ContriRptFundraisingEventAmt
Fundraising Direct Expenses$31,050FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$12,797TotalRevenueColumnAmt
Exclusion-$12,797ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$5,068,292GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,272,860CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,795,432TotalRevenueColumnAmt
Exclusion$2,795,432ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,850,131,561TotalRevenueColumnAmt
Related Or Exempt Func Income$874,932,504RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,104,166UnrelatedBusinessRevenueAmt
Exclusion$357,541,499ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$33,919,334TotalAmt
Program Services$33,919,334ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$171,283,398TotalAmt
Program Services$171,283,398ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$13,811,222TotalAmt
Program Services$13,811,222ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$10,456,036TotalAmt
Program Services$2,239,733ProgramServicesAmt
Management And General$6,707,167ManagementAndGeneralAmt
Fundraising$1,509,136FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,377,437TotalAmt
Program Services$499,059ProgramServicesAmt
Management And General$533,652ManagementAndGeneralAmt
Fundraising$344,726FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$698,174,170TotalAmt
Program Services$631,904,428ProgramServicesAmt
Management And General$48,314,810ManagementAndGeneralAmt
Fundraising$17,954,932FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$37,357,629TotalAmt
Program Services$33,001,305ProgramServicesAmt
Management And General$3,036,570ManagementAndGeneralAmt
Fundraising$1,319,754FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$73,561,174TotalAmt
Program Services$68,275,484ProgramServicesAmt
Management And General$2,499,603ManagementAndGeneralAmt
Fundraising$2,786,087FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$37,510,314TotalAmt
Program Services$32,817,716ProgramServicesAmt
Management And General$3,317,070ManagementAndGeneralAmt
Fundraising$1,375,528FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,564,182TotalAmt
Program Services$4,529,640ProgramServicesAmt
Management And General$2,028,542ManagementAndGeneralAmt
Fundraising$6,000FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,170,601TotalAmt
Program Services$82,302ProgramServicesAmt
Management And General$2,088,299ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$485,004TotalAmt
Program Services$485,004ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$657,729TotalAmt
Fundraising$657,729FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,236,153TotalAmt
Management And General$7,236,153ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$26,574,798TotalAmt
Program Services$15,219,142ProgramServicesAmt
Management And General$8,988,160ManagementAndGeneralAmt
Fundraising$2,367,496FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,979,369TotalAmt
Program Services$1,902,866ProgramServicesAmt
Management And General$1,065,841ManagementAndGeneralAmt
Fundraising$10,662FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,664,259TotalAmt
Program Services$8,445,370ProgramServicesAmt
Management And General$3,014,283ManagementAndGeneralAmt
Fundraising$1,204,606FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$28,776,803TotalAmt
Program Services$23,923,968ProgramServicesAmt
Management And General$3,351,755ManagementAndGeneralAmt
Fundraising$1,501,080FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$2,276,859TotalAmt
Program Services$2,276,859ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$63,793,842TotalAmt
Program Services$55,811,286ProgramServicesAmt
Management And General$7,978,749ManagementAndGeneralAmt
Fundraising$3,807FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$25,766,354TotalAmt
Program Services$20,578,768ProgramServicesAmt
Management And General$4,075,550ManagementAndGeneralAmt
Fundraising$1,112,036FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$2,215TotalAmt
Program Services$2,215ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$12,586,504TotalAmt
Program Services$10,433,159ProgramServicesAmt
Management And General$1,315,386ManagementAndGeneralAmt
Fundraising$837,959FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$12,371,623TotalAmt
Program Services$11,755,667ProgramServicesAmt
Management And General$615,956ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$75,812,439TotalAmt
Program Services$71,034,977ProgramServicesAmt
Management And General$4,777,462ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,218,964TotalAmt
Program Services$2,803,552ProgramServicesAmt
Management And General$413,679ManagementAndGeneralAmt
Fundraising$1,733FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FOOD SERVICE OPERATIONS$16,202,341$15,966,501$235,840
INFORMATION RESOURCES$10,272,561$10,057,658$145,862$69,041
NON-CAPITAL EQUIPMENT$6,262,080$3,982,707$2,239,804$39,569
FABRICATED EQUIPMENT$5,921,605$5,911,884$9,721

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$38,441,965TotalAmt
Program Services$27,767,169ProgramServicesAmt
Management And General$10,344,633ManagementAndGeneralAmt
Fundraising$330,163FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,438,488,964TotalAmt
Program Services$1,280,722,373ProgramServicesAmt
Management And General$124,334,547ManagementAndGeneralAmt
Fundraising$33,432,044FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$53,806BOYAmt
EOY$78,131EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$501,914,428BOYAmt
EOY$609,429,131EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$138,771,032BOYAmt
EOY$182,987,869EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$35,354,437BOYAmt
EOY$29,365,198EOYAmt

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$1,486,580BOYAmt
EOY$1,862,136EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$15,513,517BOYAmt
EOY$13,197,785EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,143,946,534LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,021,101,147LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,066,513,926BOYAmt
EOY$1,122,845,387EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,352,553,301BOYAmt
EOY$1,297,495,773EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,162,045,026BOYAmt
EOY$1,280,378,268EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$128,039,829BOYAmt
EOY$188,629,244EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,402,305,882BOYAmt
EOY$4,726,328,922EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$178,447,313BOYAmt
EOY$167,434,150EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$140,933,806BOYAmt
EOY$146,312,728EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$456,041,781BOYAmt
EOY$512,166,153EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$84,776,245BOYAmt
EOY$153,569,248EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$144,050,107BOYAmt
EOY$154,960,484EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,004,249,252BOYAmt
EOY$1,134,442,763EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,565,774,052BOYAmt
EOY$1,624,741,418EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,832,282,578BOYAmt
EOY$1,967,144,741EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,398,056,630BOYAmt
EOY$3,591,886,159EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,402,305,882BOYAmt
EOY$4,726,328,922EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$411,642,597ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$202,578,299NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$15,234,769OtherChangesInNetAssetsAmt
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$576,147,639CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$510,891,368CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$529,488,222CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$535,341,387CurrentTaxYearMinus1YearAmt
Current Tax Year$612,326,605CurrentTaxYearAmt
Total$2,764,195,221TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$576,147,639CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$510,891,368CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$529,488,222CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$535,341,387CurrentTaxYearMinus1YearAmt
Current Tax Year$612,326,605CurrentTaxYearAmt
Total$2,764,195,221TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,764,195,221PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,961,586CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,331,914CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,890,815CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,028,833CurrentTaxYearMinus1YearAmt
Current Tax Year$47,697,739CurrentTaxYearAmt
Total$223,910,887TotalAmt
FieldValueIRS element (for citing)
Total Support$2,988,106,108TotalSupportAmt
Gross Receipts Rltd Activities$4,138,657,527GrossReceiptsRltdActivitiesAmt
Public Support CY1700.92510PublicSupportCY170Pct
Public Support PY1700.92730PublicSupportPY170Pct
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$485,004FilingOrganizationsTotalAmt
Affiliated Group Total$485,004AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$485,004FilingOrganizationsTotalAmt
Affiliated Group Total$485,004AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,440,189,530FilingOrganizationsTotalAmt
Affiliated Group Total$1,441,838,648AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,440,674,534FilingOrganizationsTotalAmt
Affiliated Group Total$1,442,323,652AffiliatedGroupTotalAmt

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$493,109CurrentYearMinus3Amt
Current Year Minus2$512,907CurrentYearMinus2Amt
Current Year Minus1$501,696CurrentYearMinus1Amt
Current Year$485,004CurrentYearAmt
Total$1,992,716TotalAmt

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$490,370RevenuesIncludedAmt
Assets Included$5,359,039AssetsIncludedAmt
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$2,000,803,747BeginningYearBalanceAmt
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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,336,871,754BeginningYearBalanceAmt
Contributions$44,843,541ContributionsAmt
Investment Earnings Or Losses-$17,973,647InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,655,109GrantsOrScholarshipsAmt
Other Expenditures$42,662,204OtherExpendituresAmt
Administrative Expenses$1,935,320AdministrativeExpensesAmt
End Year Balance$1,304,489,015EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.20520BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.44950PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.34530TermEndowmentBalanceEOYPct
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$55,456,232OtherCostOrOtherBasisAmt
Book Value$55,456,232BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,514,197,052OtherCostOrOtherBasisAmt
Depreciation$701,030,940DepreciationAmt
Book Value$813,166,112BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$35,394,952OtherCostOrOtherBasisAmt
Depreciation$20,998,980DepreciationAmt
Book Value$14,395,972BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$320,525,133OtherCostOrOtherBasisAmt
Depreciation$226,906,945DepreciationAmt
Book Value$93,618,188BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$218,373,165OtherCostOrOtherBasisAmt
Depreciation$72,164,282DepreciationAmt
Book Value$146,208,883BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,122,845,387TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
REAL ESTATE$110,998,172F
VENTURE CAP. & PRIV. EQ$677,760,444F
AGGRESSIVE, DISTRESSED & ARBITRAGE FIXED INCOME$27,753,954F
NATURAL RESOURCES$119,226,531F
HEDGE FUNDS$159,230,045F
LOCAL REGION$4,835,944F
EMERGING MARKET$180,573,178F
FieldValueIRS element (for citing)
Total Book Value Securities$1,280,378,268TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDescAmtAmt
CONTRACT RETENTIONS$3,937,897
GATE STUDENT LOAN PROGRAM$243,845
ASSET RETIREMENT OBLIGATION-FIN 47$5,204,312
FEDERAL LOAN PROGRAMS & STUDENT DEPOSITS$11,021,416
PRESENT VALUE OF ANNUITIES DUE$15,869,964
SWAP AGREEMENTS/CONTRACTS$39,085,640
FEDERAL, STATE, AND LOCAL TAXES PAYABLE$233,920
MISC. OTHER LIABILITIES$134,574
PV ANNUITIES FOR PROPERTY ACQS$1,343,799
RIGHT OF USE LIABILITY$77,885,117
FieldValueIRS element (for citing)
Total Liability$154,960,484TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,488,070,027TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$202,578,299NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$14,930,170DonatedServicesAndUseFcltsAmt
Other Revenue$5,216,036OtherRevenueAmt
Revenue Not Reported-$182,432,093RevenueNotReportedAmt
Revenue Subtotal$1,670,502,120RevenueSubtotalAmt
Other Revenues Not Included$179,629,441OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$179,629,441RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,850,131,561TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,293,573,851TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$14,930,170DonatedServicesUseFcltsAmt
Other Expenses Included$19,619,337OtherExpensesIncludedAmt
Expenses Not Reported$34,549,507ExpensesNotReportedAmt
Expenses Subtotal$1,259,024,344ExpensesSubtotalAmt
Other Expenses Not Included$179,464,620OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$179,464,620ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,438,488,964TotalExpensesPerForm990Amt

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, 2020 AND 2019. 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 2,272,860. SUBSIDIARY REVENUE 17,520,491. RENTAL EXPENSE 552,186. CHANGE IN SWAP VALUE NET OF INTEREST EXP -12,014,158. TRANSLATION ADJUSTMENT & OTHER -165,266. LOSSES FROM ADJUSTMENTS OF PLEDGES RECEIVABLE -3,226,787. GAIN ON FORMER SUBSIDIARY 276,710.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID 172,367,273. INVESTMENT MANAGER FEES 7,236,153. GAIN ON SALE OF ASSETS -27,365. NET LOSS FROM FUNDRAISING EVENTS -12,797. LAMME DISTRIBUTION 66,177.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 2,272,860. SUBSIDIARY EXPENSE 16,794,291. RENTAL EXPENSE 552,186.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID 172,367,273. INVESTMENT MANAGER FEES 7,236,153. TRANSLATION ADJUSTMENT & OTHER 165,269. GAIN ON SALE OF ASSETS -27,365. GAIN ON FORMER SUBSIDIARY -276,710.
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 (20 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$899,104
MIDDLE EAST AND NORTH AFRICA00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$7,107,008
SUB-SAHARAN AFRICA00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$4,708,949
EAST ASIA AND THE PACIFIC00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$767,595
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$306,836
CENTRAL AMERICA AND THE CARIBBEAN00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$21,730
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESEDUCATION$21,537
EAST ASIA AND THE PACIFIC1145PROGRAM SERVICESEDUCATION$6,018,191
EUROPE (INCLUDING ICELAND & GREENLAND)010PROGRAM SERVICESEDUCATION$2,538,785
MIDDLE EAST AND NORTH AFRICA1373PROGRAM SERVICESEDUCATION$54,500,358
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00PROGRAM SERVICESEDUCATION$462,876
RUSSIA & THE NEWLY INDEPENDENT STATES00PROGRAM SERVICESEDUCATION$29,744
SOUTH AMERICA00PROGRAM SERVICESEDUCATION$146,328
SOUTH ASIA00PROGRAM SERVICESEDUCATION$228,222
SUB-SAHARAN AFRICA1235PROGRAM SERVICESEDUCATION$8,449,815
CENTRAL AMERICA AND THE CARIBBEAN00PORTFOLIO INVESTMENTS$572,627,441
EUROPE (INCLUDING ICELAND & GREENLAND)00PORTFOLIO INVESTMENTS$92,722,866
SUB-SAHARAN AFRICA00PORTFOLIO INVESTMENTS$18,000,447
EAST ASIA AND THE PACIFIC00PORTFOLIO INVESTMENTS$20,144,313
NORTH AMERICA00PORTFOLIO INVESTMENTS$6,876,241
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees145SubtotalEmployeesCnt
Continuation Total Office2ContinuationTotalOfficeCnt
Continuation Total Employee618ContinuationTotalEmployeeCnt
Total Office3TotalOfficeCnt
Total Employee763TotalEmployeeCnt
Subtotal Spent$19,850,950SubtotalSpentAmt
Continuation Spent$776,727,436ContinuationSpentAmt
Total Spent$796,578,386TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACTS$399,975CASH; ELECTRONIC FUND TRANSFERN/AN/A
MIDDLE EAST AND NORTH AFRICASUBCONTRACTS$388,063CASH; ELECTRONIC FUND TRANSFERN/AN/A
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESSUBCONTRACTS$251,249CASH; ELECTRONIC FUND TRANSFERN/AN/A
EAST ASIA AND THE PACIFICSUBCONTRACTS$157,448CASH; ELECTRONIC FUND TRANSFERN/AN/A
FieldValueIRS element (for citing)
Total501c3 Org16Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceAmt
STUDENT SCHOLARSHIPSEAST ASIA AND THE PACIFIC54$610,147CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A
STUDENT SCHOLARSHIPSMIDDLE EAST AND NORTH AFRICA285$6,718,945CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A
STUDENT SCHOLARSHIPSSUB-SAHARAN AFRICA388$4,705,805CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A
STUDENT SCHOLARSHIPSEUROPE39$487,428CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A
STUDENT SCHOLARSHIPSNORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES61$55,587CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A
STUDENT SCHOLARSHIPSCENTRAL AMERICA AND THE CARIBBEAN1$21,730CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A$0
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
RUFFALO NOEL LEVITZ
1025 KIRKWOOD PARKWAY SWCEDAR RAPIDSIA52404TELEMARKETING0$569,915$369,348$200,567
GGA
401 N MICHIGAN AVENUECHICAGOIL60611CAMPAIGN CONSULTATION0$0$172,410-$172,410
OLOGIE LLC
447 EAST MAIN STREETCOLUMBUSOH43215CAMPAIGN MARKETING0$0$115,971-$115,971
FieldValueIRS element (for citing)
Total Gross Receipts$569,915TotalGrossReceiptsAmt
Total Retained By Contractors$657,729TotalRetainedByContractorsAmt
Total Net To Organization-$87,814TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FOOTBALL GOLF OUTINGEvent1Nm
Gross Receipts Event1$22,723GrossReceiptsEvent1Amt
Charitable Contri Event1$4,470CharitableContriEvent1Amt
Gross Revenue Event1$18,253GrossRevenueEvent1Amt
Rent Facility Costs Event1$11,741RentFacilityCostsEvent1Amt
Food And Beverage Event1$4,623FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$14,686OtherDirectExpensesEvent1Amt
Gross Receipts Total$22,723GrossReceiptsTotalAmt
Charitable Contributions Tot$4,470CharitableContributionsTotAmt
Gross Revenue Total Events$18,253GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$11,741RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$4,623FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$14,686OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$31,050DirectExpenseSummaryEventsAmt
Net Income Summary-$12,797NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (156 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDescAddress Line2USAddress/AddressLine2Txt
ADVANCED RESPIRATORY TECHNOLOGIES LLC
1105 WILLIAM PITT WAYPITTSBURGHPA15238473573079$123,140N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ALIA MUSICA PITTSBURGH
5 CLAREDON PLPITTSBURGHPA15206264785955$10,000N/AN/APROGRAM SERVICE501(C)(3)
AMERICAN PRODUCTIVITY & QUALITY CENTER (APQC)
CENTER APQC 123 N POST OAK LN STEHOUSTONTX770247797742094629$240,278N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)300
ANITA BORG INSTITUTE FOR WOMEN & TECHNOLOGY
1501 PAGE MILL RD MS1105PALO ALTOCA94304770480427$17,500N/AN/APROGRAM SERVICE501(C)(3)
APPLIGENT INC
22 E BALTIMORE AVELANSDOWNEPA190502202232634973$106,023N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ARIZONA STATE UNIVERSITY
AWARD MANAGEMENT PO BOX 876011TEMPEAZ852876011860196696$123,998N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ASSOCIATION FOR COMPUTING MACHINERY
2 PENN PLAZA STE 701NEW YORKNY10121131921358$11,000N/AN/APROGRAM SERVICE501(C)(3)
ASSOCIATION OF AMERICAN COLLEGES & UNIVERSITIES
PO BOX 745732ATLANTAGA303764573521945674$10,000N/AN/APROGRAM SERVICE501(C)(3)
BARNES GLOBAL ADVISORS LLC
526 COCHRAN STSEWICKLEYPA15143821713034$34,719N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
BARNES GROUP TRAINING LLC
415 ORCHARD STSEWICKLEYPA15143824165255$25,453N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
BLOOMFIELD ROBOTICS
6348 AURELIA STPITTSBURGHPA15206830665736$11,500N/AN/APROGRAM SERVICE
BLUE GLACIER MANAGEMENT GROUP INC
2359 S QUEEN STARLINGTONVA22202651207527$708,204N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
BOARD OF REGENTS NEVADA SYSTEM OF HIGHER EDUCATION
1664 N VIRGINIA ST MAILSTOP 0124RENONV895570124886000024$16,367N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
BOOZ ALLEN HAMILTON INC
PO BOX 8500 S-2725PHILADELPHIAPA19178362513626$113,523N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
BOSTON UNIVERSITY
GRANTS RECEIVABLE PO BOX 28763NEW YORKNY100878763042103547$122,226N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
BRIGHAM YOUNG UNIVERSITY
GRANTS CONTRACTS ACCT A-261 ASBPROVOUT846021128870217280$415,028N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
BUCKNELL UNIVERSITY
BURSAR SERVICES 1 DENT DRLEWISBURGPA17837240772407$16,371N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 CALIFORNIA BLVD M/C 153-84PASADENACA91125951643307$102,566N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
CALIFORNIA STATE UNIVERSITY DOMINGUEZ HILLS FNDN
1000 E VICTORIA ST SCC-202CARSONCA90747952543028$30,668N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
CARLOW UNIVERSITY
3333 5TH AVEPITTSBURGHPA15213250965438$161,409N/AN/APROGRAM SERVICE501(C)(3)
CARNEGIE INSTITUTE
4400 FORBES AVENUEPITTSBURGHPA15213250965280$39,515N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
CARNEGIE LEARNING INC
PO BOX 6001HERMITAGEPA16148251805640$191,554N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH441062119341018992$44,767N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
CHILDRENS MUSEUM OF PITTSBURGH
10 CHILDRENS WAYPITTSBURGHPA15212251379704$5,689N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
CLARKSON UNIVERSITY
PO BOX 5546POTSDAMNY136995546150543659$83,553N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
COLORADO SCHOOL OF MINES
RESEARCH ACCTG PO BOX 911911DENVERCO802911911846000551$168,046N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
COLUMBIA UNIVERSITY
SPONSORED PROJECTS FINANCE PO BOXNEW YORKNY100879789135598093$177,497N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)29789 GENERAL POST OFFICE
CONCENTRA CONFERENCE MANAGEMENT SVCS
9457 S UNIVERSITY BLVD 348HIGHLANDS RANCHCO80126464491085$6,000N/AN/APROGRAM SERVICE
CORNELL UNIVERSITY
SPONSORED FUNDS ACCOUNTING PO BOXITHACANY148510022150532082$132,920N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)22
CROWDAI INC
2300 JANE LNMOUNTAIN VIEWCA94043812645615$200,000N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
DALLAS CONTEMPORARY
161 GLASS STREETDALLASTX75207751575687$10,000N/AN/APROGRAM SERVICE501(C)(3)
DELTA RISK LLC
106 S ST MARYS ST STE 428SAN ANTONIOTX78205412253196$4,477,864N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
DEPENDABLE GLOBAL SOLUTIONS
PO BOX 37514BALTIMOREMD212973514201660971$246,485N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
DREXEL UNIVERSITY
OFFICE OF RESEARCH GRAD STUDIESPHILADELPHIAPA191951090231352630$83,136N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)3201 ARCH STREET SUITE 100
DUKE UNIVERSITY
ACCTS RECEIVABLE LOCKBOX PO BOXCHARLOTTENC282602651560532129$82,943N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)602651
EDGE CASE RESEARCH INC
3485 BUTLER STPITTSBURGHPA15201364907680$592,108N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
EDUCATION TRAINING AND RESEARCH ASSOCIATES
100 ENTERPRISE WAY STE G300SCOTTS VALLEYCA95066942760764$291,892N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
FLORIDA STATE UNIVERSITY
874 TRADITIONS WAY SSB THIRD FLTALLAHASSEEFL32306591961248$28,254N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
FORTE FOUNDATION
6628 TASAJILLO TRAILAUSTINTX78739611457145$9,500N/AN/APROGRAM SERVICE501(C)(3)
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRFAIRFAXVA22032540836354$49,628N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
GEORGIA TECH RESEARCH CORP
PO BOX 277004ATLANTAGA303847004580603146$34,662N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
GINER INC
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GRANTMAKERS OF WESTERN PENNSYLVANIA
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GRAY TIER TECHNOLOGIES LLC
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GROW PITTSBURGH
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HARVARD UNIVERSITY
PRESIDENT FELLOWS OF HARVARDBOSTONMA022415649042103580$55,025N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)COLLEGE PO BOX 415649
INDIANA UNIVERSITY
DEPT 78867 PO BOX 78000DETROITMI482780867356001673$76,355N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
INSTITUTE FOR ADVANCED STUDY - LOUIS BAMBERGER & MRS FELIX FULD FOUNDATION
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INTEC LLC
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IOMAXIS LLC
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KANSAS STATE UNIVERSITY
2323 ANDERSON AVE SUITE 600MANHATTANKS66502480771751$229,661N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
KENT STATE UNIVERSITY
BURSARS OFFICE PO BOX 5190KENTOH442420001316402079$37,613N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
KENT STATE UNIVERSITY FOUNDATION INC
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KNOWINNOVATION INC
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LEHIGH UNIVERSITY
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LEIDOS INC
1710 SAIC DRMCLEANVA22102953630868$71,441N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
LIFEWARE LABS LLC
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LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE
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MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE CASHIERSCAMBRIDGEMA02139042103594$469,562N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)OFFICE NE49-3077
MAYO CLINIC ROCHESTER
200 FIRST ST SWROCHESTERMN55905416011702$134,860N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
META MESH WIRELESS COMMUNITIES
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MICHIGAN STATE UNIVERSITY
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NEW YORK UNIVERSITY
105 EAST 17TH ST 3RD FLNEW YORKNY10003135562308$79,196N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
NORTH CAROLINA CENTRAL UNIVERSITY
1801 FAYETTEVILLE STDURHAMNC27707566000730$57,582N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
NORTH CAROLINA STATE UNIVERSITY
CAMPUS BOX 7214 OFFICE OF GRANTSRALEIGHNC276957214566000756$250,442N/AN/AEDUCATION/RESEARCH SUBCONTRACTSAND CONTRACTS
NORTHWESTERN UNIVERSITY
ACCT SVCS FOR RESEARCH SPON 633EVANSTONIL60208362167817$7,956N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)CLARK ST RM G547
OAKLAND CATHOLIC HIGH SCHOOL INC
144 NORTH CRAIG STREET ADVANCEMENTPITTSBURGHPA15213251604103$13,810N/AN/APROGRAM SERVICE501(C)(3)OFFICE
OAKLAND TRANSPORTATION MGMT ASSN
235 ATWOOD ST 3RD FL REARPITTSBURGHPA15213251701562$10,000N/AN/APROGRAM SERVICE501(C)(3)
OHIO STATE UNIVERSITY
ACCOUNTING DEPT 4TH FL 1960 KENNYCOLUMBUSOH432101063316025986$262,167N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(1)RD
OPENARC LLC
109 VIP DR SUITE 200WEXFORDPA15090272307449$11,999N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
OREGON STATE UNIVERSITY
ACCOUNTS PAYABLE PO BOX 1086CORVALLISOR973391086936001786$194,711N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
PENN STATE UNIVERSITY
RESEARCH ACCOUNTING 401 RIDER IISTATE COLLEGEPA168014819246000376$1,229,447N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115BLDG 227 W BEAVER AVE STE 401
PITTSBURGH ARTS & LECTURES
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PITTSBURGH CULTURAL TRUST
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PITTSBURGH ROBOTICS NETWORK
PO BOX 90128PITTSBURGHPA15224824942845$25,000N/AN/APROGRAM SERVICE501(C)(3)
PITTSBURGH TECHNOLOGY COUNCIL
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PITTSBURGH URBAN CHRISTIAN SCHOOL
809 CENTER STPITTSBURGHPA15221251405301$20,518N/AN/APROGRAM SERVICE501(C)(3)
PITTSBURGH VENTURE CAPITAL
2580 N LIGHTWOOD AVE CHAPTERBETHEL PARKPA15102251566467$10,000N/AN/APROGRAM SERVICE501(C)(6)ADMINISTRATOR
PLANETARY SCIENCE INSTITUTE
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PRIME ACCESS CONSULTING INC
312 MONTIBELLO DRCARYNC27513461378546$39,236N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
PRINCETON UNIVERSITY
THE TRUSTEES OF 701 CARNEGIE CENTERPRINCETONNJ08540210634501$29,807N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)CENTER
PURDUE UNIVERSITY
SPONSORED PROGRAM SERVICES 23510CHICAGOIL606731235356002041$96,041N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115NETWORK PLACE
RAND CORPORATION
1700 MAIN ST PO BOX 2138SANTA MONICACA904072138951958142$282,436N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
REGENTS OF THE UNIV OF CALIFORNIA
UNIV OF CALIFORNIA SAN DIEGO 9500LA JOLLACA92093946002123$846,663N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115GILMAN DR -OFC CONTRACT GRANT ADM
RESEARCH FOUNDATION FOR STATE UNIV OF NEW YORK
PO BOX 9ALBANYNY122010009141368361$872,130N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
RESEARCH INSTITUTE AT NATIONWIDE CHILDRENS HOSPITAL
PO BOX 781653DETROITMI482781653316056230$77,604N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
ROBERT BOSCH NORTH AMERICA CORPORATION
2800 S 25TH AVEBROADVIEWIL60155208094708$167,574N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ROBERT MORRIS UNIVERSITY
6001 UNIVERSITY BLVDMOON TWPPA15108251120678$60,698N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
ROBOTWITS LLC
1100 CRESCENT PLPITTSBURGHPA15217463695179$187,500N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
SACRED HEART ELEMENTARY SCHOOL
325 EMERSON STPITTSBURGHPA15206252056201$5,100N/AN/APROGRAM SERVICE
SERRA CATHOLIC HIGH SCHOOL INC
200 HERSHEY DRMCKEESPORTPA15132205696522$17,464N/AN/APROGRAM SERVICE501(C)(3)
SHALER AREA SCHOOL DISTRICT
1800 MOUNT ROYAL BLVDGLENSHAWPA15116251211807$53,372N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
SIEMENS CORPORATION
SIEMENS SHARED SVCS PO BOX 371614PITTSBURGHPA152517614132623356$112,724N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
SIRIUS DECISIONS INC
187 DANBURY RDWILTONCT06897061626189$10,000N/AN/APROGRAM SERVICE
SOCIETY OF ASIAN SCIENTISTS AND ENGINEERS
PO BOX 11179DENVERCO80211261509658$10,000N/AN/APROGRAM SERVICE501(C)(3)
SPIRALGEN INC
201 S CRAIG ST STE 2EPITTSBURGHPA15213270171738$126,776N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ST PHILIP PARISH
50 W CRAFTON AVEPITTSBURGHPA15205250966604$5,512N/AN/APROGRAM SERVICE
STANFORD UNIVERSITY
PO BOX 44253SAN FRANCISCOCA941444253941279777$548,801N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
STEVENS INSTITUTE OF TECHNOLOGY
CASTLE POINT ON HUDSONHOBOKENNJ070305991221487354$48,985N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
STROUD WATER RESEARCH CENTER INC
970 SPENCER RDAVONDALEPA193119514522081073$23,661N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
SUNDANCE INSTITUTE
8530 WILSHIRE BLVD 3RD FLBEVERLY HILLSCA90211870361394$12,000N/AN/APROGRAM SERVICE501(C)(3)
SYRACUSE UNIVERSITY
BURSAR OPERATIONS 102 ARCHBOLD NSYRACUSENY132441140150532081$9,501N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
TEMPLE UNIVERSITY
PO BOX 828799PHILADELPHIAPA191828799231365971$27,366N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
TEXAS A AND M ENGINEERING EXPERIMENT STATION
400 HARVEY MITCHELL PKWY S STE 300COLLEGE STATIONTX77845741974733$84,397N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
TISSUE TESTING TECHNOLOGIES LLC
2231 TECHNICAL PKWY STE AN CHARLESTONSC29406472583753$10,538N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
TOYOTA TECHNOLOGICAL INSTITUTE AT CHICAGO
6045 S KENWOOD AVECHICAGOIL60637364479457$56,778N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
TRUSTWAVE GOVERNMENT SOLUTIONS LLC
1800 ALEXANDER BELL DR STE P-100RESTONVA20191364525966$136,349N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
TRYING TOGETHER
5604 SOLWAY STPITTSBURGHPA15217256089906$21,317N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
TUFTS UNIVERSITY
TRUSTEES OF TUFTS COLLEGE 136BOSTONMA02111042103634$106,159N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)HARRISON AVE OVPR POST-AWARD RESEAR
UNIVERSITY OF ALABAMA
BOX 35487TUSCALOOSAAL35487636001138$160,822N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF ALABAMA IN HUNTSVILLE THE
301 SPARKMAN DRHUNTSVILLEAL35899630520830$162,118N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF ARKANSAS AT LITTLE ROCK
2801 S UNIVERSITY AVELITTLE ROCKAR72204710236904$97,087N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF CALIFORNIA BERKELEY
UC REGENTS-BILLING PAYMENT SVCS 140BERKELEYCA947201111946002123$2,139,602N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115UNIVERSITY HALL
UNIVERSITY OF CALIFORNIA IRVINE
UC REGENTS GLOBALS ADMN OFC BIO ENGIRVINECA926972715952226406$13,160N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115DEPT-3120 NATURAL SC II
UNIVERSITY OF CALIFORNIA LOS ANGELES
PSC PO BOX 957089 1125 MURPHY HALLLOS ANGELESCA900959000956006143$688,165N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115405 HILGARD AVE
UNIVERSITY OF CALIFORNIA RIVERSIDE
900 UNIVERSITY AVERIVERSIDECA92521956006142$240,969N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF CALIFORNIA SANTA CRUZ
CASHIERS OFFICE 1156 HIGH STREETSANTA CRUZCA950641077941539563$51,430N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF COLORADO
SPONSORED PROJECTS ACCTG PO BOXDENVERCO802910220846000555$13,164N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115910220
UNIVERSITY OF FLORIDA
ORAL HISTORY PROGRAM 241 PUGH HALLGAINESVILLEFL32611596002052$68,812N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF ILLINOIS
GRANTS CONTRACTS 28392 NETWORK PLCHICAGOIL606731283376000511$80,128N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF MARYLAND BALTIMORE COUNTY (UMBC)
1000 HILL TOP CIR ADMIN BLDG RM 419BALTIMOREMD21250526002033$271,086N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115419
UNIVERSITY OF MASSACHUSETTS
AT AMHERST 408 GOODELL BLDG GRANTSAMHERSTMA010033285043167352$493,520N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(1)CONTRACT ADMINISTRATION
UNIVERSITY OF MEMPHIS
PO BOX 1000 DEPT 313MEMPHISTN381480313620648618$261,403N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF MICHIGAN
BOX 223131PITTSBURGHPA152512131386005984$59,353N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF MINNESOTA
NW 5957 PO BOX 1450MINNEAPOLISMN554855957416007513$364,728N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF MISSOURI
UNIVERSITY OF MISSOURI AR PO BOXKANSAS CITYMO641807012436003859$727,431N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115807012
UNIVERSITY OF NEW MEXICO THE
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UNIVERSITY OF NORTH CAROLINA
ADD HEALTH CAROLINA POPULATION CTRCHAPEL HILLNC27516566001393$29,478N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115206 WEST FRANKLIN ST
UNIVERSITY OF PENNSYLVANIA
TRUSTEES OF THE UNIV OF PENNSYLVANIPHILADELPHIAPA191785541231352685$128,031N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)PO BOX 785541
UNIVERSITY OF PITTSBURGH
PO BOX 371220 500 ROSS STPITTSBURGHPA152517220250965591$3,302,327N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
UNIVERSITY OF ROCHESTER
OFFICE OF THE BURSARROCHESTERNY14627160743209$44,821N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
UNIVERSITY OF SAN DIEGO
5998 ALCALA PARKSAN DIEGOCA921102492952544535$93,697N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON ST RM 612 CONTRACT ANDCOLUMBIASC29208576001153$78,230N/AN/AEDUCATION/RESEARCH SUBCONTRACTSGRANT ACCOUNTING
UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION
1027 BARNWELL STCOLUMBIASC29208576017985$79,732N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
UNIVERSITY OF SOUTH FLORIDA
ATTN RESEARCH PROJECTS RECEIVABLESORLANDOFL328864568593102112$24,959N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115PO BOX 864568
UNIVERSITY OF SOUTHERN CALIFORNIA
SPONSERED PROJECTS ACCOUNTING FILELOS ANGELESCA900742095951642394$892,541N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)NO 52095
UNIVERSITY OF TEXAS AT AUSTIN
OFFICE OF ACCOUNTING PO BOX 7159AUSTINTX787137159746000203$321,702N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF TEXAS AT DALLAS
800 W CAMPELL RDRICHARDSONTX750803021751305566$8,879N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF TEXAS AT EL PASO
CONTRACTS GRANTS ACCT RM200 ADMEL PASOTX799680697746000813$118,771N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115BLDG 500 W UNIVERSITY
UNIVERSITY OF UTAH
GRANTS CONTRACTS ACCOUNTING 201 SSALT LAKE CITYUT841129020876000525$42,076N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115PRESIDENTS CIR RM 406
UNIVERSITY OF VIRGINIA
ATTN OFFICE OF SPONSORED PROGRAMSCHARLOTTESVILLEVA229044195541682176$89,898N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)PO BOX 400195
UNIVERSITY OF WASHINGTON
GRANT AND CONTRACT ACCTG BOX 354966SEATTLEWA981954966916001537$1,365,508N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115354966
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVEMADISONWI537264090390743975$331,033N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
UNIVERSITY OF WYOMING
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VERIS GROUP LLC
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VILLANOVA UNIVERSITY
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VIRGINIA COMMONWEALTH UNIVERSITY
327 W MAIN ST PO BOX 843039RICHMONDVA232843039546001758$20,507N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
VIRGINIA POLYTECH INSTITUTE
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VISIONQUEST SYSTEMS INC
3314 KEMPER RDARLINGTONVA22206043692674$69,035N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
WASHINGTON STATE UNIVERSITY
240 FRENCH ADM BLDG POB 641025PULLMANWA991641025916001108$25,935N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
WAYNE STATE UNIVERSITY
CASHIERS OFFICE PO BOX 02788DETROITMI48202383555142$18,520N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
WESLEYAN UNIVERSITY
FINANCE/GRANTS ACCOUNTING 287 HIGHMIDDLETOWNCT06459060646959$43,202N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)ST
WEST VIRGINIA UNIVERSITY RESEARCH CORP
PO BOX 6002MORGANTOWNWV26506550665758$55,233N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
WORCESTER POLYTECHNIC INSTITUTE
100 INSTITUTE RDWORCESTERMA01609042121659$55,050N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
YOUTH FOR UNDERSTANDING USA INC
6856 EASTERN AVE NW SUITE 310WASHINGTONDC20012020557010$15,000N/AN/APROGRAM SERVICE501(C)(3)
FieldValueIRS element (for citing)
Total501c3 Org106Total501c3OrgCnt
Total Other Org50TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
CMU SCHOLARSHIPS7817$151,962,458N/AN/A
ENDOWED STUDENT SCHOLARSHIPS2866$14,518,283N/AN/A
FEDERAL GRANT716$2,077,676N/AN/A
EXTERNAL DONOR OR CORPORATE FUNDED SCHOLARSHIPS308$2,724,981N/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 (30 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$0$540,000$0$636,000$0$122,587$0$983,638$0$32,816$0$2,315,041$0$751,687
CHARLES A KENNEDY
CHIEF INVESTMENT OFFICER$584,994$0$304,322$0$49,606$0$487,941$0$56,398$0$1,483,261$0$174,019$0
FARNAM JAHANIAN
PRESIDENT/EX-OFFICIO TRUSTEE$968,641$15,000$200,000$0$146,251$0$22,400$0$50,240$0$1,387,532$15,000$0$0
RODNEY MCCLENDON
V.P. FOR OPERATIONS (EXITED 6/20)$463,636$0$0$0$19,993$0$746,284$0$11,765$0$1,241,678$0$0$0
MICHAEL TRICK
DEAN, QATAR CAMPUS$422,915$0$0$0$573,526$0$22,400$0$42,092$0$1,060,933$0$0$0
SCOTT MORY VP FOR UNIV ADV
INT VP FOR MARKET & COMM(AS OF 6/20)$532,302$0$150,000$0$40,822$0$172,400$0$6,679$0$902,203$0$0$0
VIJAYAKUMAR BHAGAVATULA
DIRECTOR, CMU-AFRICA$315,572$0$0$0$350,488$0$22,400$0$30,242$0$718,702$0$0$0
RAMAMOORTHI RAVI
ZOLTNERS PROF. OF OPERAT. RESEARCH$354,810$0$0$0$316,233$0$27,384$0$13,069$0$711,496$0$0$0
ROBERT DAMMON
DEAN, PROFESSOR OF FINANCE$626,558$0$0$0$34,151$0$22,400$0$17,497$0$700,606$0$0$0
JAMES H GARRETT
PROVOST & CAO$607,543$0$0$0$52,252$0$22,400$0$16,032$0$698,227$0$0$0
PAUL D NIELSEN
DIRECTOR, SEI$581,674$0$40,000$0$38,996$0$22,400$0$6,037$0$689,107$0$0$0
KRZYSZTOF MATYJASZEWSKI
JC WARNER UNIV. PROF. OF NAT. SCI.$589,843$0$0$0$45,716$0$27,384$0$12,442$0$675,385$0$0$0
J MICHAEL MCQUADE
V.P. FOR RESEARCH$521,377$0$0$0$71,182$0$22,400$0$18,979$0$633,938$0$0$0
MARY JO DIVELY
VP/GENERAL COUNSEL$528,577$0$0$0$48,739$0$22,400$0$20,676$0$620,392$0$0$0
SUBRA SURESH
FORMER OFFICER/FORMER TRUSTEE$0$0$0$0$552,003$0$0$0$0$0$552,003$0$552,003$0
ANGELA BLANTON
VP OF FINANCE & CFO$400,409$0$0$0$31,135$0$22,400$0$11,968$0$465,912$0$0$0
MARTIAL HEBERT PROF DEAN
SCHOOL OF COMP. SCI. (ENTERED 8/19)$389,813$0$0$0$17,041$0$27,384$0$26,717$0$460,955$0$0$0
TOM MITCHELL FOUNDERS
UNIV. PROFESSOR (EXITED 8/19)$377,651$0$0$0$25,899$0$27,384$0$13,510$0$444,444$0$0$0
JONATHAN CAGAN PROFESSOR OF
MECHANICAL ENGINEERING (EXITED 1/20)$297,946$0$0$0$11,595$0$23,193$0$107,731$0$440,465$0$0$0
PAMELA EAGER
FORMER OFFICER/SR. ASSOC. FOR DEV.$320,176$0$5,000$0$19,430$0$22,400$0$57,347$0$424,353$0$0$0
DARYL WEINERT CHIEF OF STAFF
V.P. FOR STRAT. INIT.$331,124$0$0$0$34,917$0$22,400$0$33,830$0$422,271$0$0$0
LAURIE WEINGART
FORMER OFFICER/PROFESSOR$320,607$0$0$0$39,697$0$23,695$0$17,430$0$401,429$0$0$0
JOHN LEHOCZKY
FORMER OFFICER/PROFESSOR$290,444$0$0$0$49,632$0$23,357$0$21,394$0$384,827$0$0$0
GINA CASALEGNO VP FOR
STUDENT AFFAIRS & DEAN OF STUDENTS$318,857$0$0$0$6,970$0$22,400$0$28,104$0$376,331$0$0$0
KEY NUTTALL VP FOR MARKETING
& COMMUNICATIONS (EXITED 6/20)$242,584$0$0$0$34,102$0$19,500$0$69,820$0$366,006$0$0$0
RANDAL E BRYANT
EX-OFFICIO TRUSTEE/PROFESSOR$316,294$0$0$0$4,821$0$26,359$0$15,923$0$363,397$0$0$0
CATHY A LIGHT SEC OF THE
CORP. & ADVISOR TO THE PRESIDENT$302,232$0$0$0$7,316$0$22,400$0$25,113$0$357,061$0$0$0
CARRIE NELSON
ASSISTANT TREASURER$263,897$0$0$0$4,260$0$21,423$0$4,772$0$294,352$0$0$0
JOHN DOLAN
TREASURER$221,583$0$0$0$211$0$18,581$0$18,467$0$258,842$0$0$0
STEVE KLOEHN
FORMER OFFICER$0$0$0$0$245,158$0$0$0$0$0$245,158$0$25,690$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 JULY 1, 2017, DR. SURESH WAS NO LONGER EMPLOYED BY THE UNIVERSITY. IN CONJUNCTION WITH HIS DEPARTURE, THE UNIVERSITY AND DR. SURESH NEGOTIATED SEVERANCE BENEFITS. DR. SURESH'S PAID SEVERANCE BENEFITS, TOTALING $432,003 ARE REPORTED IN PART II, COLUMN (B). EFFECTIVE JULY 1, 2018, STEVE KLOEHN WAS NO LONGER EMPLOYED BY THE UNIVERSITY. IN CONJUNCTION WITH HIS DEPARTURE, THE UNIVERSITY AND STEVE KLOEHN NEGOTIATED SEVERANCE BENEFITS. STEVE KLOEHN'S PAID SEVERANCE BENEFITS, TOTALING $245,158 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 WHICH WERE ACCRUED AT JUNE 30, 2020 AND ARE INCLUDED IN PART II, COLUMN (C).
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 MaintAdequateBooksAndRecMaintIndCapitalized 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)$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 CURRENT REFUNDED THE OUTSTANDING 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. 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, C, D: 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, 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 5TH YEAR RECENT 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. COLUMN A, COLUMN 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. COLUMN A, COLUMN 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$60,927,070$287,910$53,141,847000Yes (1)$7,497,313

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$84,930SEE PART V COMPENSATION FOR ASSOCIATE DIRECTOR OF STUDENT ACCOUNTS0
L BHAGAVATULA
V. BHAGAVATULA - CMU HCE - HUSBAND OF L. BHAGAVATULA$13,681SEE PART V COMPENSATION FOR PROGRAM AMBASSADOR - CMU AFRICA0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$490,370NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$4,800NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$47,901NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution191ContributionCnt
Noncash Contributions Rpt F990$17,556,984NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)COMPUTER EQUIPMENT15$670,024FAIR MARKET VALUE
Yes (X)SCIENTIFIC/MUSIC/FITNESS EQPT4$48,385FAIR MARKET VALUE
Yes (X)TOOLS2$20,415COST
Yes (X)ALUMNI EVENT15$14,285COST
FieldValueIRS element (for citing)
Form8283 Received6Form8283ReceivedCnt
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 ReferencePART 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, 2020.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 LIFE TRUSTEES OF CARNEGIE MELLON'S BOARD OF TRUSTEES: JOHN BERTUCCI, CAROL R. BROWN, ROBERT M. BROWN III, 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 -6,594. CHANGE IN SWAP VALUE NET OF INTEREST EXPENSE & OTHER -12,014,185. NET LOSS FROM FUNDRAISING EVENTS 12,797. LOSSES FROM ADJUSTMENTS OF PLEDGES RECEIVABLE -3,226,787.
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

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CM SPE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 FORBES AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15213ZIPCd
FieldValueIRS element (for citing)
EIN250969449EIN
Primary ActivitiesLEASEHOLDERPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Total Income$354,084TotalIncomeAmt
End Of Year Assets$395,950EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CARNEGIE MELLON UNIVERSITYBusinessNameLine1Txt

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-$375,813-$7,189,7790Yes (1)0.90000
ICARNEGIE GLOBAL LEARNING LLC
210 SIXTH AVENUE SUITE 3570PITTSBURGHPA15222383887172EDUCATIONPAN/A
CL ACQUISITION LLC
5000 FORBES AVENUEPITTSBURGHPA15213NO ACTIVITYPAN/A
SYSTEMIQ LLC
5000 FORBES AVENUEPITTSBURGHPA15213352506818NO ACTIVITYPAN/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 UNIVERSITYC1.000000C/O APPLEBY CANONS COURT 22 VICTPO BOX HMHAMILTON HMEXBDBD
IRREVOCABLE ESTATE (1)
TRUSTFLT$400,7891.000000
PERPETUAL TRUST (5)
TRUSTPAT$3,930,2451.000000
REVOCABLE TRUST (1)
TRUSTPAT$22,663,2531.000000$322,499
CHARITABLE REMAINDER TRUST (2)
TRUSTPAT1.000000$456,545
CHARITABLE LEAD TRUST (1)
TRUSTPAT$90,6921.000000
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 Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BENJAMIN GARVER LAMME SCHOLARSHIP FUND
C$66,177CASH
JACK G BUNCHER CHARITABLE BUNCHER FUND
C$1,649,053CASH
MPC CORPORATION
C$3,422,930CASH
THE DIETRICH FOUNDATION
C$15,170,431CASH
ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE
Q$158,784CASH
ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE
A$848,450CASH
ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE
C$650,037CASH

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$1,649,053$1,649,053$232,453$58,113$0$0$0
BENJAMIN GARVER LAMME SCHOLARSHIP FUND
5000 FORBES AVENUEPITTSBURGHPA15213256030362$0$0$0$65$65$13$3$0$0$0