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CARNEGIE INSTITUTE: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CARNEGIE INSTITUTE (EIN 25-0965280)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-01
IRS object ID
201933059349300113
Schema version
2018v3.1
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)
Return2019-11-01T07:32:56-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN250965280EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARNEGIE INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARNBusinessNameControlTxt
Phone4126223301PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14400 FORBES AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152134080ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN HILESPersonNm
Person TitleEXEC VP, COO, INTERIM PRESIDENTPersonTitleTxt
Phone4126223351PhoneNum
Signature2019-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address208.79.164.82IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-29IPDt
IP Tm10:27:51IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id55F3BBECC620D2201A5AD9F48AEBCA95CB9286C1AtSubmissionCreationDeviceId
At Submission Filing Device Id52B4573894087D10886B6C64FC0D18884E56331AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1CARNEGIE MUSEUMS OF PITTSBURGHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerKEVIN HILESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14400 FORBES AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152134080ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$96,592,468GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CARNEGIEMUSEUMS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1926FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionFOUNDED BY ANDREW CARNEGIE IN 1895, CARNEGIE MUSEUMS OF PITTSBURGH IS A COLLECTION OF FOUR DISTINCTIVE MUSEUMS DEDICATED TO EXPLORATION THROUGH ART AND SCIENCE: CARNEGIE MUSEUM OF ART, CARNEGIE MUSEUM OF NATURAL HISTORY, CARNEGIE SCIENCE CENTER AND THE ANDY WARHOL MUSEUM.IN 2018, THE MUSEUMS REACHED 1.5 MILLION PEOPLE THROUGH EXHIBITIONS, EDUCATION PROGRAMS, OUTREACH ACTIVITIES AND SPECIAL EVENTS.ActivityOrMissionDesc
Voting Members Governing Body34VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee1289TotalEmployeeCnt
Total Volunteers647TotalVolunteersCnt
Total Gross UBI$1,919,388TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$378,557NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$25,288,655PYContributionsGrantsAmt
CY Contributions Grants$28,818,931CYContributionsGrantsAmt
PY Program Service Revenue$21,608,626PYProgramServiceRevenueAmt
CY Program Service Revenue$22,555,393CYProgramServiceRevenueAmt
PY Investment Income$23,871,301PYInvestmentIncomeAmt
CY Investment Income$35,378,725CYInvestmentIncomeAmt
PY Other Revenue$3,280,443PYOtherRevenueAmt
CY Other Revenue$3,616,852CYOtherRevenueAmt
PY Total Revenue$74,049,025PYTotalRevenueAmt
CY Total Revenue$90,369,901CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$31,420,783PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$32,485,225CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$281,360PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$264,557CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,979,372CYTotalFundraisingExpenseAmt
PY Other Expenses$29,183,678PYOtherExpensesAmt
CY Other Expenses$34,043,164CYOtherExpensesAmt
PY Total Expenses$60,885,821PYTotalExpensesAmt
CY Total Expenses$66,792,946CYTotalExpensesAmt
PY Revenues Less Expenses$13,163,204PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$23,576,955CYRevenuesLessExpensesAmt
Total Assets BOY$471,076,319TotalAssetsBOYAmt
Total Assets EOY$450,980,871TotalAssetsEOYAmt
Total Liabilities BOY$28,829,630TotalLiabilitiesBOYAmt
Total Liabilities EOY$30,787,624TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$442,246,689NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$420,193,247NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO SERVE AS A CATALYST FOR GROWTH AND KNOWLEDGE; OFFER A HOME TO THINKING AND INQUISITIVE CHILDREN AND ADULTS; TO ACT AS A COLLECTOR, GUARDIAN AND INTERACTIVE PRESENTER OF CULTURAL AND SCIENTIFIC TREASURES AND IDEAS; AND SUPPORT THE COMMUNITY BY ATTRACTING VISITORS & PROMOTING ECONOMIC DEVELOPMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$16,963,281ExpenseAmt
Revenue$3,405,992RevenueAmt
DescCARNEGIE MUSEUM OF ART (CMOA) CONTINUES TO BE A STRATEGIC PARTNER IN REGIONAL EDUCATION INITIATIVES TO REACH AND ENGAGE AUDIENCES WITH SPECIALLY DESIGNED PROGRAMS AND ACTIVITIES, COMMUNITY PARTNERSHIPS, AND FREE OR DISCOUNTED ADMISSIONS AND PROGRAM FEES. THE ART MUSEUM BEGAN THE YEAR WITH THE BEAUTIFUL "HIROSHIGE'S TOKAIDO ROAD" EXHIBITION, A RARE PRESENTATION OF THE JAPANESE PRINTMAKER'S 53 STATIONS OF THE TOKAIDO ROAD. IN JULY, THE MUSEUM LAUNCHED "CROSSROADS: CARNEGIE MUSEUM OF ART'S COLLECTION, 1945-NOW," A FRESH REEXAMINATION OF ITS MODERN AND CONTEMPORARY GALLERIES, THAT TAPPED INTO CMOA'S EXTENSIVE COLLECTIONS. IN OCTOBER, CMOA LAUNCHED THE LONG-AWAITED 57TH EDITION OF THE "CARNEGIE INTERNATIONAL," WHICH BROUGHT THE DIVERSE WORKS OF 32 INTERNATIONAL ARTISTS TO PITTSBURGH, TO WIDE ACCLAIM. ATTENDANCE FOR 2018 REACHED 254,396.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$16,795,717ExpenseAmt
Revenue$13,750,911RevenueAmt
DescCARNEGIE SCIENCE CENTER (CSC) BEGAN 2018 BY OPENING ITS EARLY LEARNER'S GALLERY, THE LITTLE LEARNERS CLUBHOUSE, POWERED BY A PNC GROW UP GREAT GRANT. IN JUNE 2018, CSC EXPANDED ITS CAPACITY TO MEET THE GROWING DEMAND FOR SCIENCE EDUCATION AND EXPLORATION WITH THE NEW PPG SCIENCE PAVILION, A 48,000 SQUARE FOOT FACILITY FEATURING NINE NEW CLASSROOMS AND LAB SPACES, A FOURTH-FLOOR MULTI-PURPOSE EVENT SPACE, AND A 14,000 SQUARE FOOT SPECIAL EXHIITIONS GALLERY THAT WILL HOST WORLD CLASS SHOWS, INCLUDING "ART OF THE BRICK" A CRITICALLY ACCLAIMED COLLECTION OF INSPIRING ARTWORK MADE EXCLUSIVELY FROM LEGO BRICKS. NO PLACE INSPIRES CURIOSITY AND CONNECTS SCIENCE AND TECHNOLOGY TO EVERYDAY LIFE LIKE CSC. THE CARNEGIE SCIENCE CENTER IS RECOGNIZED INTERNATIONALLY AS A LEADER IN PROMOTING STEM LITERACY, AND IS DEDICATED TO NURTURING THE NEXT GENERATION OF INNOVATORS AND LEADERS WHO WILL RISE TO MEET TOMORROW'S WORKFORCE NEEDS. ATTENDANCE IN 2018 REACHED 741,845.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$13,967,371ExpenseAmt
Revenue$4,295,197RevenueAmt
DescCARNEGIE MUSEUM OF NATURAL HISTORY (CMNH) CONTINUES TO BE RANKED AMONG THE TOP NATURAL HISTORY MUSEUMS IN THE COUNTRY. IT MAINTAINS, PRESERVES, AND INTERPRETS AN EXTRAORDINARY COLLECTION OF MORE THAN 22 MILLION OBJECTS AND SCIENTIFIC SPECIMENS USED TO BROADEN THE UNDERSTANDING OF EVOLUTION, CONSERVATION, AND BIODIVERSITY. CMNH GENERATES NEW SCIENTIFIC KNOWLEDGE, ADVANCES SCIENCE LITERACY, AND INSPIRES VISITORS OF ALL AGES TO BECOME PASSIONATE ABOUT SCIENCE, NATURE AND WORLD CULTURES. IN 2018, THE EXHIBITION "WE ARE NATURE: LIVING IN THE ANTHROPOCENE" MADE A GREAT IMPACT ON MUSEUM VISITORS, AS IT DEMONSTRATED HOW HUMANS HAVE BECOME THE PRIMARY PLANETARY FORCE DRIVING ENVIRONMENTAL CHANGE. NICOLE HELLER, THE FIRST CURATOR OF THE ANTHROPOCENE IN THE COUNTRY, WILL CONTINUE TO LEAD EFFORTS TO KEEP THE ANTHROPOCENE IN THE FOREFRONT OF MUSEUM ACTIVITIES. IN OCTOBER 2018, THE POPULAR TRAVELING EXHIBITION, "REPTILES, LIVE!" OPENED, SHOWCASING A VARIETY OF LIVE REPTILES FROM AROUND THE WORLD. CMNH CONTINUED ITS HIGHLY SUCCESSFUL MUSEUM ON THE MOVE PROGRAM, WHICH REACHED A TOTAL OF 9,000 PEOPLE, MANY OF WHOM WOULD OTHERWISE NOT HAVE THE RESOURCES TO EXPERIENCE THE MUSEUM'S OFFERINGS. ATTENDANCE REACHED 310,200 IN 2018.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDesc
$6,885,526$4,867,025THE ANDY WARHOL MUSEUM (AWM) REVEALED YET ANOTHER LAYER OF THE ARTIST AND POP-ICON IN "ADMAN:WARHOL BEFORE POP," AN EXHIBITION THAT RAN FROM APRIL 27-SEPTEMBER 2, 2018, FOCUSING ON WARHOL'S FIRST DECADE IN NEW YORK CITY. IT FEATUTUED OVER 300 OBJECTS, SOME OF WHICH HAD NEVER BEEN ON VIEW, INCLUDING RARE DRAWINGS, PHOTOGRAPHS, VINTAGE ADVERTISEMENTS, AND ARTIST BOOKS. IN OCTOBER, AWM OPENED ANOTHER STAFF-CURATED EXHIBITION, "DEVAN SHIMOYAMA:CRY, BABY," WHICH MARKED THE FIRST MUSEUM SOLO EXHIBITIION OF DEVAN SHIMOYAMA, A PHILADELPHIA-BORN PAINTER AND CMU PROFESSOR WHO, IN FIGURATIVE PAINTING AND SELF-PORTRATURE, CREATES VULNERABLE YET RESILIENT DEPICTIONS OF AFRICAN AMERICAN BOYHOOD AND MASCULINITY. ATTENDANCE FOR AWM REACHED 189,337 VISITORS.
$509,349$131,751OTHER PROGRAMS OFFERED VIA THE ARTS EDUCATION COLLABORATIVE
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$7,394,875TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$4,998,776TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$55,121,244TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
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 Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document330IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1289EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
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 Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
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 Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRANK CARDIELLOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4126223301PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14400 FORBES AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15213ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MARK A ALOE
TRUSTEE2.00Yes (X)$0$0$0
JOHN A BARBOUR
TRUSTEE2.00Yes (X)$0$0$0
RAYMOND T BETLER
TRUSTEE2.00Yes (X)$0$0$0
HELEN M BILLAK
TRUSTEE3.00Yes (X)$0$0$0
SUZANNE W BROADHURST
TRUSTEE2.00Yes (X)$0$0$0
HOWARD J BRUSCHI
TRUSTEE2.00Yes (X)$0$0$0
CHRISTOPHER B CARSON
TRUSTEE2.00Yes (X)$0$0$0
KEVIN L CARTER
TRUSTEE EX OFFICIO1.00Yes (X)$0$0$0
LOUIS R CESTELLO
TRUSTEE2.00Yes (X)$0$0$0
NOLAND J CHEUNG
TRUSTEE2.00Yes (X)$0$0$0
RANDALL S DEARTH
TRUSTEE1.00Yes (X)$0$0$0
JOHN DEFAZIO
TRUSTEE EX OFFICIO1.00Yes (X)$0$0$0
CAROLYN DURONIO
TRUSTEE2.00Yes (X)$0$0$0
MICHELE FABRIZI
TRUSTEE2.00Yes (X)$0$0$0
LEE B FOSTER
TRUSTEE3.00Yes (X)$0$0$0
EVAN S FRAZIER
TRUSTEE2.00Yes (X)$0$0$0
JOSEPH C GUYAUX
TRUSTEE2.00Yes (X)$0$0$0
JAMES R JOHNSON
TRUSTEE3.00Yes (X)$0$0$0
ELLEN P KESSLER
TRUSTEE3.00Yes (X)$0$0$0
MAXWELL E KING
TRUSTEE1.00Yes (X)$0$0$0
BRUCE A KRAUS
TRUSTEE EX OFFICIO1.00Yes (X)$0$0$0
JENNIFER M LIPTAK
TRUSTEE EX OFFICIO2.00Yes (X)$0$0$0
ALICE B MITINGER
TRUSTEE3.00Yes (X)$0$0$0
KENNEDY B NELSON
TRUSTEE2.00Yes (X)$0$0$0
ALBERT J NEUPAVER
TRUSTEE2.00Yes (X)$0$0$0
DEMETRIOS T PATRINOS
TRUSTEE ENTERED 4/12/182.00Yes (X)$0$0$0
DAVID L PORGES
TRUSTEE2.00Yes (X)$0$0$0
JULIET LEA H SIMONDS
TRUSTEE2.00Yes (X)$0$0$0
JANERA SOLOMON
TRUSTEE EX OFFICIO1.00Yes (X)$0$0$0
WALTER W TURNER
TRUSTEE2.00Yes (X)$0$0$0
THOMAS L VANKIRK
TRUSTEE2.00Yes (X)$0$0$0
GEOVETTE E WASHINGTON
TRUSTEE1.00Yes (X)$0$0$0
RODNEY P MCCLENDON
TRUSTEE EXITED 9/14/181.00Yes (X)$0$0$0
MARTIN G MCGUINN
TRUSTEE ELECTED EMERITUS 6/14/182.00Yes (X)$0$0$0
ALEXANDER C SPEYER III
TRUSTEE ELECTED EMERITUS 6/14/183.00Yes (X)$0$0$0
WILLIAM E HUNT
TRUSTEE; CHAIRMAN5.00Yes (X)$0$0$0Yes (X)
JO ELLEN PARKER
PRESIDENT & CEO EXITED 2/1/1845.00Yes (X)$428,102$0$246,500Yes (X)
KEVIN HILES
INTERIM PRES/EX VP/COO BM 4/1845.00Yes (X)$269,316$0$30,960Yes (X)
FRANK A CARDIELLO
TREASURER;VP FINANCE45.00$189,082$0$26,979Yes (X)
MARIA BERNIER
SECRETARY; GENERAL COUNSEL45.00$122,510$0$4,915Yes (X)
ERIC DORFMAN
DIRECTOR CMNH45.00$236,076$0$26,518Yes (X)
CATHERINE EVANS
CO. DIRECTOR CMOA45.00$140,668$0$13,025Yes (X)
SARAH MINNAERT
CO. DIRECTOR CMOA45.00$143,946$0$17,241Yes (X)
PATRICK MOORE
DIRECTOR AWM45.00$161,550$0$20,484Yes (X)
RONALD J BALLIE
CO DIRECTOR SCIENCE CENTER45.00$195,124$0$18,079Yes (X)
ANN M METZGER
CO DIRECTOR SCIENCE CENTER45.00$189,476$0$21,997Yes (X)
DOLORES ELLENBERG
SPECIAL ASSIST TO BOARD FOR PLANNING45.00$248,391$0$27,767Yes (X)
EDWARD MOTZNIK
VP TECHNOLOGY45.00$160,393$0$12,345Yes (X)
STEPHEN TONSOR
DIRECTOR SCIENCE & RESEARCH45.00$137,010$0$8,239Yes (X)
ANTHONY YOUNG
VP FPO45.00$133,185$0$24,777Yes (X)
CARI MASLOW
ASSOCIATE VP DEVELOPMENT45.00$132,948$0$25,109Yes (X)
GEORGE MCCOMB
DIRECTOR CORP FINANCE, CONTROLLER45.00$118,191$0$10,883Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,005,968TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$535,818TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K25IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
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
TURNER CONSTRUCTION CO
TWO PNC PLAZA 620 LIBERTY AVEPITTSBURGHPA15222CONSTRUCTION$14,751,010
JLB & ASSOCIATES LLC
600 MAIN STREETSHARPSBURGPA15215SECURITY SERVICES$986,376
AM-GARD INC
PO BOX 6094HERMITAGEPA16148SECURITY SERVICES$723,038
CULINAIRE INTERNATIONAL INC
4400 FORBES AVENUEPITTSBURGHPA15213CATERING/FOOD SERVICE$636,887
TSX OPERATING INC
70 W 40TH STREET 9TH FLOORNEW YORKNY10018MUSEUM EXHIBITION SERVICES$608,320
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K27CntrctRcvdGreaterThan100KCnt
Fundraising$1,026,329FundraisingAmt
Related Organizations$238,666RelatedOrganizationsAmt
Government Grants$4,458,147GovernmentGrantsAmt
All Other Contributions$23,095,789AllOtherContributionsAmt
Noncash Contributions$386,391NoncashContributionsAmt
Total Contributions$28,818,931TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
ADMISSIONS713990$8,223,753$8,223,753
MEMBERSHIP FEES713990$4,102,226$4,102,226
SPONSORSHIP FEES713990$3,082,994$3,082,994
TUITIONS713990$2,840,031$2,840,031
EXHIBIT LEASE FEES713990$940,592$940,592

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,365,797TotalRevenueColumnAmt
Related Or Exempt Func Income$3,319,873RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$45,924UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$22,555,393TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,584,577TotalRevenueColumnAmt
Unrelated Business Revenue$1,244,351UnrelatedBusinessRevenueAmt
Exclusion$6,340,226ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,364TotalRevenueColumnAmt
Exclusion$2,364ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$4,264,320RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,665,260RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$2,599,060RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,599,060TotalRevenueColumnAmt
Related Or Exempt Func Income$1,974,928RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$624,132UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$27,213,647SecuritiesAmt
Other$2,234,777OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,654,276SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$25,559,371SecuritiesAmt
Other$2,234,777OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,794,148TotalRevenueColumnAmt
Exclusion$27,794,148ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$299,492FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,026,329ContriRptFundraisingEventAmt
Fundraising Direct Expenses$580,486FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$280,994TotalRevenueColumnAmt
Exclusion-$280,994ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$3,598,017GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,322,545CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,275,472TotalRevenueColumnAmt
Related Or Exempt Func Income$1,270,491RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,981UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescINSURANCE RECOVERYDesc
Business713990BusinessCd
Total Revenue Column$20,950TotalRevenueColumnAmt
Related Or Exempt Func Income$20,950RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$20,950OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$90,369,901TotalRevenueColumnAmt
Related Or Exempt Func Income$22,692,844RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,919,388UnrelatedBusinessRevenueAmt
Exclusion$36,938,738ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,844,827TotalAmt
Program Services$1,184,184ProgramServicesAmt
Management And General$1,384,485ManagementAndGeneralAmt
Fundraising$276,158FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$229,432TotalAmt
Program Services$116,471ProgramServicesAmt
Management And General$112,961ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$24,045,062TotalAmt
Program Services$19,024,786ProgramServicesAmt
Management And General$2,268,059ManagementAndGeneralAmt
Fundraising$2,752,217FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$484,113TotalAmt
Program Services$375,786ProgramServicesAmt
Management And General$57,988ManagementAndGeneralAmt
Fundraising$50,339FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,958,392TotalAmt
Program Services$2,470,996ProgramServicesAmt
Management And General$188,281ManagementAndGeneralAmt
Fundraising$299,115FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,923,399TotalAmt
Program Services$1,482,338ProgramServicesAmt
Management And General$215,588ManagementAndGeneralAmt
Fundraising$225,473FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$657,471TotalAmt
Program Services$537,863ProgramServicesAmt
Management And General$114,842ManagementAndGeneralAmt
Fundraising$4,766FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$116,318TotalAmt
Management And General$116,318ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$15,294TotalAmt
Management And General$15,294ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$264,557TotalAmt
Fundraising$264,557FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$319,115TotalAmt
Management And General$319,115ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,226,456TotalAmt
Program Services$1,320,382ProgramServicesAmt
Management And General$557,498ManagementAndGeneralAmt
Fundraising$348,576FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,292,792TotalAmt
Program Services$1,189,341ProgramServicesAmt
Management And General$85,887ManagementAndGeneralAmt
Fundraising$17,564FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,349,068TotalAmt
Program Services$988,820ProgramServicesAmt
Management And General$111,856ManagementAndGeneralAmt
Fundraising$248,392FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$847,134TotalAmt
Program Services$725,695ProgramServicesAmt
Management And General$67,612ManagementAndGeneralAmt
Fundraising$53,827FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,610,483TotalAmt
Program Services$3,475,444ProgramServicesAmt
Management And General$90,026ManagementAndGeneralAmt
Fundraising$45,013FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$738,924TotalAmt
Program Services$600,632ProgramServicesAmt
Management And General$80,211ManagementAndGeneralAmt
Fundraising$58,081FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$142,662TotalAmt
Program Services$111,548ProgramServicesAmt
Management And General$11,203ManagementAndGeneralAmt
Fundraising$19,911FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$484,514TotalAmt
Management And General$484,514ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$6,076,755TotalAmt
Program Services$5,848,107ProgramServicesAmt
Management And General$159,215ManagementAndGeneralAmt
Fundraising$69,433FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$629,722TotalAmt
Program Services$614,546ProgramServicesAmt
Management And General$10,178ManagementAndGeneralAmt
Fundraising$4,998FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PRODUCTION & EXHIBITION$5,356,340$5,356,340
COLLECTIONS/PURCHASES$2,821,329$2,821,329
FACILITIES OTHER$2,800,110$2,757,240$42,870
REPAIRS & MAINTENANCE$735,517$731,980$3,537

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,823,160TotalAmt
Program Services$3,387,416ProgramServicesAmt
Management And General$194,792ManagementAndGeneralAmt
Fundraising$240,952FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$66,792,946TotalAmt
Program Services$55,121,244ProgramServicesAmt
Management And General$6,692,330ManagementAndGeneralAmt
Fundraising$4,979,372FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$38,262BOYAmt
EOY$39,195EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$17,076,777BOYAmt
EOY$5,636,733EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,992,039BOYAmt
EOY$10,867,138EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,447,721BOYAmt
EOY$1,913,507EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$961,642BOYAmt
EOY$1,140,167EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$904,791BOYAmt
EOY$737,231EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$195,921,452LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$103,425,208LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$84,366,032BOYAmt
EOY$92,496,244EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$256,905,058BOYAmt
EOY$234,232,535EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$93,249,137BOYAmt
EOY$103,792,456EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$134,860BOYAmt
EOY$125,665EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$471,076,319BOYAmt
EOY$450,980,871EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,518,773BOYAmt
EOY$7,810,400EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$160,857BOYAmt
EOY$375,224EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,150,000BOYAmt
EOY$16,747,000EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
EOY$5,855,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,829,630BOYAmt
EOY$30,787,624EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$105,615,305BOYAmt
EOY$108,753,207EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$37,666,486BOYAmt
EOY$27,223,472EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$298,964,898BOYAmt
EOY$284,216,568EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$442,246,689BOYAmt
EOY$420,193,247EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$471,076,319BOYAmt
EOY$450,980,871EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$23,576,955ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$44,973,302NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$657,095OtherChangesInNetAssetsAmt
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)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,812,046CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,232,183CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,054,712CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,281,894CurrentTaxYearMinus1YearAmt
Current Tax Year$28,818,931CurrentTaxYearAmt
Total$134,199,766TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,812,046CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,232,183CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,054,712CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,281,894CurrentTaxYearMinus1YearAmt
Current Tax Year$28,818,931CurrentTaxYearAmt
Total$134,199,766TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$14,572,700SubstantialContributorsTotAmt
Public Support Total170$119,627,066PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,222,150CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,875,135CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,025,246CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,359,107CurrentTaxYearMinus1YearAmt
Current Tax Year$7,586,941CurrentTaxYearAmt
Total$32,068,579TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$311,750CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$611,148CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$379,294CurrentTaxYearMinus2YearsAmt
Current Tax Year$392,334CurrentTaxYearAmt
Total$1,694,526TotalAmt
FieldValueIRS element (for citing)
Total Support$167,962,871TotalSupportAmt
Gross Receipts Rltd Activities$141,861,075GrossReceiptsRltdActivitiesAmt
Public Support CY1700.71220PublicSupportCY170Pct
Public Support PY1700.73830PublicSupportPY170Pct
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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$16,085FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$16,085FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$66,776,860FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$66,792,945FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

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$51,001CurrentYearMinus3Amt
Current Year Minus2$66,406CurrentYearMinus2Amt
Current Year Minus1$64,696CurrentYearMinus1Amt
Current Year$16,085CurrentYearAmt
Total$198,188TotalAmt

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

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$352,711,323BeginningYearBalanceAmt
Contributions$10,127,000ContributionsAmt
Investment Earnings Or Losses-$10,782,926InvestmentEarningsOrLossesAmt
Other Expenditures$17,487,000OtherExpendituresAmt
Administrative Expenses$405,074AdministrativeExpensesAmt
End Year Balance$334,163,323EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$305,877,323BeginningYearBalanceAmt
Contributions$7,638,000ContributionsAmt
Investment Earnings Or Losses$56,758,674InvestmentEarningsOrLossesAmt
Other Expenditures$17,042,000OtherExpendituresAmt
Administrative Expenses$520,674AdministrativeExpensesAmt
End Year Balance$352,711,323EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$297,655,323BeginningYearBalanceAmt
Contributions$722,000ContributionsAmt
Investment Earnings Or Losses$24,853,652InvestmentEarningsOrLossesAmt
Other Expenditures$16,909,000OtherExpendituresAmt
Administrative Expenses$444,652AdministrativeExpensesAmt
End Year Balance$305,877,323EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$318,023,323BeginningYearBalanceAmt
Contributions$1,289,000ContributionsAmt
Investment Earnings Or Losses-$5,240,495InvestmentEarningsOrLossesAmt
Other Expenditures$16,006,000OtherExpendituresAmt
Administrative Expenses$410,505AdministrativeExpensesAmt
End Year Balance$297,655,323EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$320,635,894BeginningYearBalanceAmt
Contributions$1,218,000ContributionsAmt
Investment Earnings Or Losses$12,066,328InvestmentEarningsOrLossesAmt
Other Expenditures$15,478,000OtherExpendituresAmt
Administrative Expenses$418,899AdministrativeExpensesAmt
End Year Balance$318,023,323EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.15020BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.83210PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.01770TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,505,736OtherCostOrOtherBasisAmt
Book Value$6,505,736BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$158,121,042OtherCostOrOtherBasisAmt
Depreciation$81,129,070DepreciationAmt
Book Value$76,991,972BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,294,674OtherCostOrOtherBasisAmt
Depreciation$22,296,138DepreciationAmt
Book Value$8,998,536BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$92,496,244TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescLIMITED PARTNERSHIPSDesc
Book Value$103,792,456BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$103,792,456TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$48,979,496TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$45,630,398NetUnrealizedGainsInvstAmt
Other Revenue$4,568,292OtherRevenueAmt
Revenue Not Reported-$41,062,106RevenueNotReportedAmt
Revenue Subtotal$90,041,602RevenueSubtotalAmt
Investment Expenses Not Incld$311,915InvestmentExpensesNotIncldAmt
Other Revenues Not Included$16,384OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$328,299RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$90,369,901TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$71,032,939TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$4,568,292OtherExpensesIncludedAmt
Expenses Not Reported$4,568,292ExpensesNotReportedAmt
Expenses Subtotal$66,464,647ExpensesSubtotalAmt
Investment Expenses Not Incld2$311,915InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$16,384OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$328,299ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$66,792,946TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:THE INSTITUTE'S COLLECTIONS INCLUDE MINERALS, ETHNOGRAPHIC ITEM, PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES DRAWINGS AND WATERCOLORS, DECORATIVE ARTS AND OTHER ARCHEOLOGICAL AND PALEONTOLOGICAL TREASURES. THESE ITEMS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE INSTITUTE'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS OPERATING EXPENDITURES IN THE YEAR IN WHICH THEY ARE ACQUIRED (APPROXIMATELY $2,821,329 IN 2018). CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN TEMPORARILY RESTRICTED NET ASSETS IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. PROCEEDS FROM DEACCESSIONS ARE USED FOR THE ACQUISITION OF COLLECTIONS.
PART III, LINE 4:SEE DESCRIPTION ABOVE FOR PT. II LINE 1A. THE COLLECTIONS ARE CENTRAL TO OUR MISSION AS COLLECTOR, GUARDIAN AND INTERACTIVE PRESENTER OF CULTURAL AND SCIENTIFIC TREASURES AND IDEA PROMOTING GROWTH AND KNOWLEDGE FOR THINKING AND INQUISITIVE ADULTS AND CHILDREN.
PART V, LINE 4:THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO MEET THE INTENT OF DONOR RESTRICTIONS, PROVIDE A REASONABLE LEVEL OF DRAW FOR THE OPERATING NEEDS OF CARNEGIE INSTITUTE, AND TO ENHANCE THE PURCHASING POWER OF THE FUNDS CORPUS BY STRIVING FOR LONG-TERM GROWTH.
PART X, LINE 2:THE INSTITUTE IS AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 (IRC) AND IS THEREFORE EXEMPT FROM TAXATION UNDER SECTION 501(A) OF THE IRC. THE INSTITUTE RECOGNIZES AND REPORTS INCOME TAX LIABILITIES ARISING FROM UNRELATED BUSINESS ACTIVITIES ON FEDERAL FORM 990-T. THE INSTITUTE'S STATEMENTS OF FINANCIAL POSITION AT DECEMBER 31, 2018 AND 2017 DO NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS; FURTHER, THE INSTITUTE HAS NO UNRECOGNIZED TAX BENEFITS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017. THE INSTITUTE ACCRUED TAX LIABILITIES OF $120,805 AND $78,781 RELATED TO ACTIVITY REPORTED ON IRS FORM 990-T FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017, RESPECTIVELY. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES IN ANY MAJOR TAX JURISDICTION FOR YEARS ENDED BEFORE DECEMBER 31, 2015.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF SALES 2,322,545. COST OF RENTALS 1,665,261. COST OF FUNDRAISING 580,486.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING REVENUE 16,384.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF SALES 2,322,545. COST OF RENTALS 1,665,261. COST OF FUNDRAISING 580,486.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING REVENUE 16,384.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (16 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA00INVESTMENTS$23,361,236
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,00PROGRAM SERVICES$15,160EXHIBITS AND TRAVEL
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,00PROGRAM SERVICES REVENUECARNEGIE INTERNATIONAL EXHIBIT
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,00PROGRAM SERVICES REVENUEMEMBERSHIPS
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00INVESTMENTS$1,019,949
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00PROGRAM SERVICES$803,098EXHIBIT & RESEARCH TRAVEL
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00GIFTS RECEIVEDCARNEGIE INTERNATIONAL EXHIBIT
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00PROGRAM SERVICES REVENUEMEMBERSHIPS,LICENSE FEES, EDUCATION & PUBLIC PROGRAMS
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,00PROGRAM SERVICES$72,087EXHIBIT & RESEARCH TRAVEL
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,00PROGRAM SERVICE REVENUEMEMBERSHIPS
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00INVESTMENTS$364,860
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00PROGRAM SERVICES$19,965EXHIBIT & RESEARCH TRAVEL
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00PROGRAM SERVICES REVENUEMEMBERSHIPS
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,00PROGRAM SERVICES$286,627EXHIBIT AND RESEARCH TRAVEL
SOUTH ASIA00PROGRAM SERVICES$32,228RESEARCH TRAVEL
SUBSAHARN AFRICA00PROGRAM SERVICES$601EXHIBIT AND RESEARCH TRAVEL
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$25,199,443SubtotalSpentAmt
Continuation Spent$776,368ContinuationSpentAmt
Total Spent$25,975,811TotalSpentAmt
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 Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
ARTS MARKETING SERVICES INC
PO BOX 8000BUFFALONY11201TELEMARKETING0$519,386$220,888$298,498
COMMUNITY COUNSELING SERVICE
527 MADISON AVENUE 5TH FLOORNEW YORKNY10022CONSULTING0$0$43,669-$43,669
FieldValueIRS element (for citing)
Total Gross Receipts$519,386TotalGrossReceiptsAmt
Total Retained By Contractors$264,557TotalRetainedByContractorsAmt
Total Net To Organization$254,829TotalNetToOrganizationAmt
Licensed StatesPALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesOKLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CARNEGIE INTERNATIONAL GALAEvent1Nm
Gross Receipts Event1$627,619GrossReceiptsEvent1Amt
Charitable Contri Event1$584,867CharitableContriEvent1Amt
Gross Revenue Event1$42,752GrossRevenueEvent1Amt
Rent Facility Costs Event1$6,634RentFacilityCostsEvent1Amt
Food And Beverage Event1$170,576FoodAndBeverageEvent1Amt
Entertainment Event1$237EntertainmentEvent1Amt
Other Direct Expenses Event1$174,524OtherDirectExpensesEvent1Amt
Event2AWM NY FUNDRAISEREvent2Nm
Gross Receipts Event2$341,683GrossReceiptsEvent2Amt
Charitable Contri Event2$147,000CharitableContriEvent2Amt
Gross Revenue Event2$194,683GrossRevenueEvent2Amt
Food And Beverage Event2$39,626FoodAndBeverageEvent2Amt
Entertainment Event2$8,360EntertainmentEvent2Amt
Other Direct Expenses Event2$19,373OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$356,519GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$294,462CharitableContriOtherEventsAmt
Gross Revenue Other Events$62,057GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$363RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$81,286FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$79,507OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,325,821GrossReceiptsTotalAmt
Charitable Contributions Tot$1,026,329CharitableContributionsTotAmt
Gross Revenue Total Events$299,492GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$6,997RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$291,488FoodAndBeverageTotalEventsAmt
Entertainment Total Events$8,597EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$273,404OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$580,486DirectExpenseSummaryEventsAmt
Net Income Summary-$280,994NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
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 Plan0SupplementalNonqualRtrPlanInd
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 (13 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
JO ELLEN PARKER
PRESIDENT & CEO EXITED 2/1/18$58,889$0$0$0$369,213$0$230,574$0$15,926$0$674,602$0$0$0
KEVIN HILES
INTERIM PRES/EX VP/COO BM 4/18$267,752$0$0$0$1,564$0$10,476$0$20,484$0$300,276$0$0$0
FRANK A CARDIELLO
TREASURER;VP FINANCE$187,864$0$0$0$1,218$0$7,764$0$19,215$0$216,061$0$0$0
ERIC DORFMAN
DIRECTOR CMNH$234,518$0$0$0$1,558$0$9,567$0$16,951$0$262,594$0$0$0
CATHERINE EVANS
CO. DIRECTOR CMOA$139,765$0$0$0$903$0$5,676$0$7,349$0$153,693$0$0$0
SARAH MINNAERT
CO. DIRECTOR CMOA$143,801$0$0$0$145$0$4,902$0$12,339$0$161,187$0$0$0
PATRICK MOORE
DIRECTOR AWM$160,642$0$0$0$908$0$5,422$0$15,062$0$182,034$0$0$0
RONALD J BALLIE
CO DIRECTOR SCIENCE CENTER$191,968$0$0$0$3,156$0$6,945$0$11,134$0$213,203$0$0$0
ANN M METZGER
CO DIRECTOR SCIENCE CENTER$186,334$0$0$0$3,142$0$7,067$0$14,930$0$211,473$0$0$0
DOLORES ELLENBERG
SPECIAL ASSIST TO BOARD FOR PLANNING$244,139$0$0$0$4,252$0$9,149$0$18,618$0$276,158$0$0$0
EDWARD MOTZNIK
VP TECHNOLOGY$160,059$0$0$0$334$0$6,442$0$5,903$0$172,738$0$0$0
ANTHONY YOUNG
VP FPO$132,377$0$0$0$808$0$5,556$0$19,220$0$157,961$0$0$0
CARI MASLOW
ASSOCIATE VP DEVELOPMENT$132,526$0$0$0$422$0$4,933$0$20,176$0$158,057$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ACARNEGIE INSTITUTE PROVIDES REIMBURSEMENT FOR TWO EMPLOYEES (PRESIDENT AND VP OF DEVELOPMENT) FOR SOCIAL CLUB MEMBERSHIP FEES AND RELATED EXPENSES. DUES TO THESE CLUBS AND RELATED EXPENSES DIRECTLY RELATED TO CARNEGIE INSTITUTE'S EXEMPT PURPOSES ARE PAID IN ACCORDANCE WITH THE INSTITUTE'S ACCOUNTABLE PLAN. THE CLUB MEMBERSHIPS ARE CONSIDERED A REQUIRED RESOURCE TO PROVIDE AN OFF-SITE BUSINESS AND SOCIAL ENVIRONMENT TO MEET WITH TRUSTEES, DONORS, AND FOUNDATIONS.
PART I, LINE 3EXECUTIVE COMPENSATION PROCESS: CARNEGIE INSTITUTE ADOPTED AN EXECUTIVE COMPENSATION POLICY AIMED AT PROVIDING A REASONABLE AND COMPETITIVE EXECUTIVE TOTAL COMPENSATION CONSISTENT WITH MARKET-BASED PERFORMANCE COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILL NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. THE INSTITUTE FOCUSES ON COMPARABLE NONPROFIT ORGANIZATIONS IN THE LOCAL AREA TO BENCHMARK PAY, ALONG WITH DATA FROM ADDITIONAL MARKET SEGMENTS, PRIVATE FOUNDATIONS AND PUBLISHED NOT-FOR-PROFIT SURVEYS. THE BOARD AUTHORIZES THE PRESIDENT, IN CONSULTATION WITH THE INDEPENDENT EXECUTIVE COMMITTEE (EC) TO ESTABLISH AN ORGANIZATIONAL JOB EVALUATION SYSTEM AND COMPENSATION POLICY. THE PRESIDENT ANNUALLY REVIEWS AND APPROVES MUSEUM/CORPORATE GOALS AND OBJECTIVES RELEVANT TO EXECUTIVES, EVALUATES THEIR PERFORMANCE, AND RECOMMENDS TO THE EC COMPENSATION LEVELS BASED ON THE EVALUATIONS. THE INDEPENDENT EC ANNUALLY REVIEWS AND APPROVES CORPORATE GOALS AND OBJECTIVES RELEVANT TO PRESIDENT COMPENSATION BASED ON COMPARABLES, THE EVALUATION AND SUBJECT TO ANY EMPLOYMENT CONTRACT THAT IS IN EFFECT. THE PROCESS/CONCLUSIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN EC MEETING MINUTES.
PART I, LINE 4AJOELLEN PARKER RECEIVED $357,039 CONTRACTUAL PAYMENTS.
PART I, LINE 7A PERFORMANCE BONUS WAS PAID THAT IS CONSISTENT WITH THE COMPENSATION POLICIES.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution603ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution70ContributionCnt
Noncash Contributions Rpt F990$340,749NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution180ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt

Scientific Specimens ScientificSpecimensGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9677ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescTREES/PLANTSDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$45,642NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received6Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):EXCEPT FOR LINE 9, PART I COLUMN(B) REFLECTS THE NUMBER OF ITEMS RECEIVED FROM 81 DONATIONS, 7 OF WHICH WERE REQUESTED TO BE ACKNOWLEDGED ON FORM 8283. PART I COLUMN (B) LINE 9 REFLECTS THE NUMBER OF INDIVIDUAL CONTRIBUTIONS OF STOCK.
PART I, LINE 32B:UNRELATED THIRD PARTIES ARE USED TO SELL ITEMS AT PUBLIC SALES.
PART I, LINE 33:THE ORGANIZATION HAS ELECTED, AS PERMITTED UNDER SFAS 116, NOT TO REPORT AS REVENUE IN ITS STATEMENT OF ACTIVITIES AND AS ASSETS IN ITS STATEMEMT OF FINANCIAL POSITION WORKS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2FAMILY/BUSINESS RELATIONSHIPS BETWEEN OFFICER/DIRECTOR/KEY EMPLOYEE: TRUSTEES L. FOSTER & A. NEUPAVER = BUSINESS; TRUSTEES R.T. BETLER & A. NEUPAVER = BUSINESS; TRUSTEES R.T. BETLER & L. FOSTER = BUSINESS; TRUSTEES C.B. CARSON & A. MITINGER = BUSINESS;TRUSTEES N. CHEUNG & C.B. CARSON = BUSINESS; TRUSTEES N. CHEUNG & A. MITINGER = BUSINESS; TRUSTEES E. FRAZIER & T. VANKIRK = BUSINESS.
FORM 990, PART VI, SECTION A, LINE 7ABOARD MEMBERS: THE BYLAWS OF CARNEGIE INSTITUTE PROVIDE FOR APPOINTMENT OF PUBLIC TRUSTEES BY ONE OF THE FOLLOWING PUBLIC OFFICIALS OR PUBLIC BODIES: MAYOR OF THE CITY OF PITTSBURGH, COUNTY EXECUTIVE OF ALLEGHENY COUNTY, CITY COUNCIL OF THE CITY OF PITTSBURGH, COUNTY COUNCIL OF ALLEGHENY COUNTY, AND THE BOARD OF PUBLIC EDUCATION.
FORM 990, PART VI, SECTION B, LINE 11B11B - 990 REVIEW PROCESS: THE CARNEGIE INSTITUTE CONTROLLER'S OFFICE IS RESPONSIBLE FOR GATHERING RELEVANT INFORMATION AND PREPARING THE ANNUAL FORM 990. ONCE THE FORM IS COMPLETE IN DRAFT STATUS, IT IS REVIEWED WITH THE INSTITUTE'S INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. UPON COMPLETION OF INDEPENDENT REVIEW BY THE CPAS, THE FORM IS REVIEWED BY THE INTERIM PRESIDENT AND CHIEF FINANCIAL OFFICER OF THE INSTITUTE AND THEN PRESENTED TO AND REVIEWED WITH THE AUDIT COMMITTEE. FINALLY, THE FORM IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AT A SCHEDULED MEETING PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST COMPLIANCE: BYLAWS OF CARNEGIE INSTITUTE CONTAIN A PROVISION THAT REQUIRES EACH TRUSTEE, MEMBER OF A MUSEUM BOARD OR COMMITTEE, OFFICER AND MEMBER OF SENIOR MANAGEMENT TO DISCLOSE, ANNUALLY, THE EXISTENCE OF ANY CIRCUMSTANCES THAT MIGHT CONSTITUTE A CONFLICT OF INTEREST WITH THE ORGANIZATION. THE PROCESS IS INITIATED IN THE SPRING OF EACH YEAR BY THE PRESIDENT SENDING A CONFLICT OF INTEREST POLICY AND DISCLOSURE QUESTIONNAIRE TO ABOVE RECIPIENTS. COMPLETED QUESTIONNAIRES ARE RETURNED TO THE PRESIDENT FOR EVALUATION OF ACTUAL OR PERCEIVED CONFLICTS. A SUMMARY OF THE PROCESS AND RESULTS IS COMMUNICATED TO THE AUDIT COMMITTEE AT A SCHEDULED MEETING AND FORWARDED TO THE BOARD OF TRUSTEES. APPROPRIATE ACTION IS TAKEN ANNUALLY BY THE BOARD RELATIVE TO ACTUAL OR PERCEIVED CONFLICTS. THE MINUTES OF THE GOVERNING BOARD CONTAIN AN OFFICIAL RECORD OF THE PROCESS AND CONCLUSIONS.
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE COMPENSATION PROCESS - CARNEGIE INSTITUTE ADOPTED AN EXECUTIVE COMPENSATION POLICY AIMED AT PROVIDING A REASONABLE AND COMPETITIVE EXECUTIVE TOTAL COMPENSATION CONSISTENT WITH MARKET-BASED PERFORMANCE COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILL NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. THE INSTITUTE FOCUSES ON COMPARABLE NONPROFIT ORGANIZATIONS IN THE LOCAL AREA TO BENCHMARK PAY, ALONG WITH DATA FROM ADDITIONAL MARKET SEGMENTS, PRIVATE FOUNDATIONS AND PUBLISHED NOT-FOR-PROFIT SURVEYS. THE BOARD AUTHORIZES THE PRESIDENT, IN CONSULTATION WITH THE INDEPENDENT EXECUTIVE COMMITTEE (EC), TO ESTABLISH AN ORGANIZATIONAL JOB EVALUATION SYSTEM AND COMPENSATION POLICY. THE PRESIDENT ANNUALLY REVIEWS AND APPROVES MUSEUM/CORPORATE GOALS AND OBJECTIVES RELEVANT TO EXECUTIVES, EVALUATES THEIR PERFORMANCE AND RECOMMENDS TO THE EC COMPENSATION LEVELS BASED ON THE EVALUATIONS. THE EC REVIEWS RECOMMENDATIONS AND GRANTS APPROVAL AS APPROPRIATE. THE EC ANNUALLY REVIEWS AND APPROVES CORPORATE GOALS AND OBJECTIVES RELEVANT TO PRESIDENT COMPENSATION BASED ON COMPARABLES, THE EVALUATION AND SUBJECT TO ANY EMPLOYMENT CONTRACT THAT IS IN EFFECT. THE PROCESS/CONCLUSIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN EC MEETING MINUTES.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS: CARNEGIE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION. THE DOCUMENTS ARE AVAILABLE UPON REQUEST AND COMMUNICATION OF SAME IS CONVEYED AT HTTPS://WWW.CARNEGIEMUSEUMS.ORG/ABOUT-US/
FORM 990, PART XI, LINE 9:CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -756,266. SWAPS 99,170. ROUNDING 1.
FORM 990 PART XII LINE 2CTHE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING TAX YEAR 2018.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CARNEGIE INSTITUTE TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14400 FORBES AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15213ZIPCd
FieldValueIRS element (for citing)
EIN276667826EIN
Primary ActivitiesINVESTMENTPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Total Income-$12,465,000TotalIncomeAmt
End Of Year Assets$334,163,000EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CARNEGIE INSTITUTEBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
JOHN BERDAN MEMORIAL TRUST
20 WASHINGTON STREETBOSTONMA021084408256016908SUPPORT FOR CHARITYPA501(C)(3)PFN/A0
THE DIETRICH FOUNDATION
600 GRANT STREET ROOM 5360PITTSBURGHPA15219364711746SUPPORT FOR CHARITYPA501(C)(3)TYPE I SUPPORTING ORN/A0
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Transactions Related Org TransactionsRelatedOrgGrp

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