CARNEGIE INSTITUTE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CARNEGIE INSTITUTE (EIN 25-0965280)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-12-18
- IRS object ID
- 201503529349300445
- Schema version
- 2014v5.0
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-18T16:59:23-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250965280 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARN | BusinessNameControlTxt |
| Phone | 4126223301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 FORBES AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152134080 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JO ELLEN PARKER | PersonNm |
| Person Title | PRESIDENT & CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 4126223301 | PhoneNum |
| Signature | 2015-12-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE MUSEUMS OF PITTSBURGH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JO ELLEN PARKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 FORBES AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152134080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $225,314,143 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CARNEGIEMUSEUMS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | FOUNDED 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 2014, THE MUSEUMS REACHED OVER 1.3 MILLION PEOPLE THROUGH EXHIBITIONS, EDUCATION PROGRAMS, OUTREACH ACTIVITIES AND SPECIAL EVENTS. CMP IS THE LARGEST, MOST FAR-REACHING CULTURAL ORGANIZATION IN THE REGION KNOWN THROUGHOUT THE WORLD FOR ITS VAST ART AND SCIENTIFIC COLLECTIONS AND SCIENTIFIC RESEARCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 1255 | TotalEmployeeCnt |
| Total Volunteers | 658 | TotalVolunteersCnt |
| Total Gross UBI | $621,494 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $311,750 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,783,174 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,812,046 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,417,554 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,748,699 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,462,705 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,771,969 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,394,081 | PYOtherRevenueAmt |
| CY Other Revenue | $2,710,008 | CYOtherRevenueAmt |
| PY Total Revenue | $57,057,514 | PYTotalRevenueAmt |
| CY Total Revenue | $62,042,722 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,291,261 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,094,890 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $286,543 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $140,470 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,780,727 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33,085,027 | PYOtherExpensesAmt |
| CY Other Expenses | $33,511,620 | CYOtherExpensesAmt |
| PY Total Expenses | $58,662,831 | PYTotalExpensesAmt |
| CY Total Expenses | $59,746,980 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,605,317 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,295,742 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $408,633,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $405,994,418 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,114,398 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,834,554 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $383,519,496 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $379,159,864 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,749,158 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,635,787 | RevenueAmt |
| Desc | CARNEGIE MUSEUM OF ART ENGAGED AUDIENCES THROUGH ITS NATIONALLY RECOGNIZED COLLECTIONS, EXHIBITIONS, AND PROGRAMS. EPITOMIZING THE MUSEUM'S GOAL OF BRINGING WORLD ATTENTION TO REGIONAL ARTISTS, TEENIE HARRIS, PHOTOGRAPHER: AN AMERICAN STORY CONTINUED TO GARNER WIDESPREAD RECOGNITION FOR THE WORK OF CHARLES "TEENIE" HARRIS, WHO DOCUMENTED THE LIFE OF PITTSBURGH'S HILL DISTRICT THROUGH NEARLY 80,000 IMAGES FROM 1936 TO 1975. THE MUSEUM IS A STRATEGIC PARTNER IN REGIONAL EDUCATION INITIATIVES TO REACH AND ENGAGE AUDIENCES WITH SPECIALLY DESIGNED PROGRAMS AND ACTIVITIES, COMMUNITY PARTNERSHIPS, SCHOLARSHIPS, AND FREE OR DISCOUNTED ADMISSIONS. PROGRAMMING AND EXHIBITIONS FREQUENTLY EXPLORE THE ROLE OF ART AND ARTISTS IN CONFRONTING KEY SOCIAL ISSUES OF OUR TIME. THESE OPPORTUNITIES ALL CONTRIBUTED TO CARNEGIE MUSEUM OF ART'S 2014 ATTENDANCE OF 210,324. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,912,391 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,195,006 | RevenueAmt |
| Desc | CARNEGIE MUSEUM OF NATURAL HISTORY-RANKED AMONG THE TOP 5 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 UNDERSTANDING OF EVOLUTION, CONSERVATION AND BIODIVERSITY. THE POPULAR DINOSAURS IN THEIR TIME EXHIBITION FEATURES SCIENTIFICALLY ACCURATE, IMMERSIVE ENVIRONMENTS SPANNING THE AGE OF DINOSAURS. THE CENTER FOR LIFELONG SCIENCE LEARNING INCLUDED AN EXHIBITION AND EDUCATIONAL PROGRAMS SPECIFICALLY DESIGNED FOR YOUNG LEARNERS BETWEEN 5 AND 13 YEARS OLD. THE CENTER FOR BIODIVERSITY AND ECOSYSTEMS ENGAGED MUSEUM SCIENTISTS AND PARTNERS WORLDWIDE TO UNDERSTAND, MANAGE, AND SUSTAIN THE HEALTH OF LOCAL AND GLOBAL ECOSYSTEMS. THE CENTER FOR WORLD CULTURES PRESENTED EXHIBITIONS AND EDUCATIONAL PROGRAMMING DEVOTED TO ENHANCING UNDERSTANDING OF THE RICHNESS AND VARIETY OF CULTURAL DIVERSITY AROUND THE WORLD. ALL CONTRIBUTED TO CARNEGIE MUSEUM OF NATURAL HISTORY'S 2014 ATTENDANCE OF 290,115 | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,744,900 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $10,763,591 | RevenueAmt |
| Desc | CARNEGIE SCIENCE CENTER'S PERMANENT EXHIBITS INCLUDE: OMNIMAX THEATRE, PLANETARIUM, SPORTSWORKS (SCIENCE-OF-SPORT EXHIBITION), SUBMARINE AND ROBOWORLD, THE LARGEST AND MOST COMPREHENSIVE PERMANENT ROBOTICS EXHIBITION IN THE WORLD, WITH 2 MAIN THEMES: THINKING, SENSING AND ACTING. THE CENTER FOR STEM (SCIENCE, TECHNOLOGY, ENGINEERING AND MATH) CONTINUES TO BRING INNOVATIVE PROGRAMMING TO ENGAGE DIVERSE AUDIENCES AND STIMULATE YOUNG PEOPLE TO CONSIDER CAREERS IN STEM AND TO UNDERSTAND HOW SCIENCE APPLIES TO EVERYDAY LIFE. EDUCATION PROGRAMS PROVIDED A WIDE RANGE OF OFFERINGS, BOTH ON- AND OFF-SITE. COLLABORATIVE PARTNERSHIPS PROVIDED MULTIPLE UNIQUE LEARNING OPPORTUNITIES TO THE COMMUNTIY. ALL CONTRIBUTED TO CARNEGIE SCIENCE CENTER'S 2014 ATTENDANCE OF 705,258. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $8,876,836 | $0 | $4,179,798 | THE ANDY WARHOL MUSEUM SHOWCASED EXHIBITIONS OF WARHOL WORKS THROUGH THE LENS OF MUSIC, FILM AND THE PERFORMING ARTS. TEEN AFTERSCHOOL PROGRAMS PROVIDED MULTIPLE AND VARIED OPPORTUNITIES TO CONNECT TO THE CREATIVE PROCESS. EDUCATION OUTREACH AND COLLABORATIVE PROGRAMMING CONTINUED TO EXPAND COMMUNITY ACCESS TO THE CULTURAL EXPRESSION AND CONCEPTS OF ART. ALL CONTRIBUTED TO 2014 ATTENDANCE OF 135,125. |
| $524,419 | $0 | $64,821 | OTHER PROGRAMS OFFERED VIA THE ARTS EDUCATION COLLABORATIVE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $9,401,255 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $4,244,619 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $50,807,704 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 327 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1255 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK CARDIELLO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4126223305 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 FORBES AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (62 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARK A ALOE | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN A BARBOUR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HELEN M BILLAK | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUZANNE W BROADHURST | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HOWARD J BRUSCHI | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOANNE E BURLEY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER B CARSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN M CORBETT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JUDITH M DAVENPORT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RANDALL S DEARTH | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN DEFAZIO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROY G DORRANCE III | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHELE FABRIZI | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SYLVIA V FIELDS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEE B FOSTER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EVAN S FRAZIER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HENRY J GALLIOT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH C GUYAUX | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TORRENCE M HUNT JR | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM E HUNT | |||||||||
| TRUSTEE; CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM H ISLER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES R JOHNSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARSHALL P KATZ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN P KESSLER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANE M KIRKLAND | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA D LOGAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK J LUCCHINO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTIN G MCGUINN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALICE B MITINGER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENNEDY B NELSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALBERT J NEUPAVER | |||||||||
| TRUSTEE; SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ROBERT M NUTTING | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID L PORGES | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JULIET LEA H SIMONDS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALEXANDER C SPEYER III | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANE A THOMPSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WALTER W TURNER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BETSY H WATKINS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JERRY R WHITAKER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES A WILKINSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TERESA HEINZ | |||||||||
| TRUSTEE;TERM EXP. 6/14 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER G VEEDER | |||||||||
| TRUSTEE;EXPIRED 1/14 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HILLENBRAND | |||||||||
| PRES.&CEO TO 6/14;TRUSTEE | 45.00 | Yes (X) | $152,098 | $0 | $0 | Yes (X) | |||
| JO ELLEN PARKER | |||||||||
| PRES.& CEO BEG. 8/14 | 45.00 | Yes (X) | $121,232 | $0 | $6,908 | Yes (X) | |||
| DOLORES F ELLENBERG | |||||||||
| VP OF DEVELOPMENT | 45.00 | $215,601 | $0 | $28,430 | Yes (X) | ||||
| KEVIN HILES | |||||||||
| TREASURER; VP OF FINANCE | 45.00 | $204,182 | $0 | $28,403 | Yes (X) | ||||
| ANTHONY YOUNG | |||||||||
| VP FACILITIES&OPERATIONS | 45.00 | $131,466 | $0 | $9,639 | Yes (X) | ||||
| FRANK A CARDIELLO | |||||||||
| ASST.TREAS.; DIR.CORP.FINANCE | 45.00 | $139,540 | $0 | $27,565 | Yes (X) | ||||
| JOHN REILLY | |||||||||
| ASSISTANT TREASURER | 45.00 | $84,190 | $0 | $23,113 | Yes (X) | ||||
| LINDA PERKINS | |||||||||
| ASST. SECRETARY | 45.00 | $55,260 | $0 | $11,701 | Yes (X) | ||||
| ERIC SHINER | |||||||||
| DIR.ANDY WARHOL MUSEUM | 45.00 | $194,396 | $0 | $14,729 | Yes (X) | ||||
| RONALD J BAILLIE | |||||||||
| CO-DIR.SCI.CTR.&NAT.HISTORY | 45.00 | $171,455 | $0 | $13,786 | Yes (X) | ||||
| ANN M METZGER | |||||||||
| CO-DIR.SCI.CTR.&NAT.HISTORY | 45.00 | $169,154 | $0 | $23,093 | Yes (X) | ||||
| LYNN ZELEVANSKY | |||||||||
| DIR.MUSEUM OF ART | 45.00 | $237,028 | $0 | $29,229 | Yes (X) | ||||
| MAUREEN ROLLA | |||||||||
| INTERIM DIR.NAT.HISTORY | 45.00 | $130,233 | $0 | $12,668 | Yes (X) | ||||
| MARIA BERNIER | |||||||||
| GENERAL COUNSEL | 45.00 | $162,746 | $0 | $7,940 | Yes (X) | ||||
| BEVERLY MCGRATH | |||||||||
| DIR. HUMAN RESOURCES | 45.00 | $133,161 | $0 | $8,361 | Yes (X) | ||||
| PATRICIA WHITEHILL | |||||||||
| DIR. AUXIL. SERVICES | 45.00 | $118,434 | $0 | $24,986 | Yes (X) | ||||
| DANNI PICCOLO | |||||||||
| SR.DIR.OF DEV., SCIENCE | 45.00 | $110,576 | $0 | $11,689 | Yes (X) | ||||
| BERNIE CAPLAN | |||||||||
| DIR. OF SPONSORSHIP | 45.00 | $107,461 | $0 | $16,629 | Yes (X) | ||||
| SARAH MINNAERT | |||||||||
| DEPUTY DIR.MUSEUM OF ART | 45.00 | $102,589 | $0 | $5,535 | Yes (X) | ||||
| JOHN RAWLINS | |||||||||
| FORMER OFFICER | 45.00 | $100,951 | $0 | $11,008 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,841,753 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $315,412 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TURNER CONSTRUCTION CO | |||||
| 620 LIBERTY AVE | PITTSBURGH | PA | 15222 | CONSTRUCTION CONTRACTOR | $550,605 |
| PARKHURST DINING SERVICES | |||||
| PO BOX 644091 | PITTSBURGH | PA | 15264 | FOOD SERVICES | $411,059 |
| ALLIED BARTON SECURITY | |||||
| PO BOX 828854 | PHILADELPHIA | PA | 19182 | SECURITY SERVICES | $393,310 |
| REED SMITH | |||||
| 225 FIFTH AVENUE | PITTSBURGH | PA | 15222 | LEGAL SERVICES | $282,605 |
| MECHANICAL OPERATIONS INC | |||||
| 500 ROSS STREET | PITTSBURGH | PA | 15219 | CONSTRUCTION CONTRACTOR | $235,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $915,321 | FundraisingAmt |
| Related Organizations | $192,287 | RelatedOrganizationsAmt |
| Government Grants | $4,908,014 | GovernmentGrantsAmt |
| All Other Contributions | $14,796,424 | AllOtherContributionsAmt |
| Noncash Contributions | $1,729,618 | NoncashContributionsAmt |
| Total Contributions | $20,812,046 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ADMISSIONS | 713990 | $6,593,548 | $6,593,548 | |
| MEMBERSHIP FEES | 713990 | $3,308,506 | $3,308,506 | |
| SPONSORSHIP FEES | 713990 | $2,623,523 | $2,600,023 | $23,500 |
| TUITIONS | 713990 | $2,053,850 | $2,053,850 | |
| MISCELLANEOUS | 713990 | $1,589,910 | $1,589,910 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,579,362 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,514,633 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $64,729 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,748,699 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,155,625 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$128,116 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,283,741 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,687 | TotalRevenueColumnAmt |
| Exclusion | $41,687 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,345,876 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,291,091 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,054,785 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,054,785 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,393,404 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $661,381 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $171,700,179 | SecuritiesAmt |
| Other | $1,264,331 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $159,348,166 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,352,013 | SecuritiesAmt |
| Other | $1,264,331 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,616,344 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,264,331 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $12,352,013 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $785,300 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $915,321 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $942,952 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$157,652 | TotalRevenueColumnAmt |
| Exclusion | -$157,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,460,400 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,689,212 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $771,188 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $771,188 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,042,722 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,089,393 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $621,494 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,519,789 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,405,782 | TotalAmt |
| Program Services | $1,000,368 | ProgramServicesAmt |
| Management And General | $1,161,383 | ManagementAndGeneralAmt |
| Fundraising | $244,031 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,677,841 | TotalAmt |
| Program Services | $15,719,514 | ProgramServicesAmt |
| Management And General | $1,256,521 | ManagementAndGeneralAmt |
| Fundraising | $1,701,806 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,654 | TotalAmt |
| Program Services | $299,847 | ProgramServicesAmt |
| Management And General | $35,813 | ManagementAndGeneralAmt |
| Fundraising | $33,994 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,964,234 | TotalAmt |
| Program Services | $2,517,614 | ProgramServicesAmt |
| Management And General | $183,082 | ManagementAndGeneralAmt |
| Fundraising | $263,538 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,677,379 | TotalAmt |
| Program Services | $1,355,949 | ProgramServicesAmt |
| Management And General | $179,214 | ManagementAndGeneralAmt |
| Fundraising | $142,216 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,123 | TotalAmt |
| Program Services | $150,329 | ProgramServicesAmt |
| Management And General | $129,786 | ManagementAndGeneralAmt |
| Fundraising | $7,008 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,816 | TotalAmt |
| Program Services | $589 | ProgramServicesAmt |
| Management And General | $106,227 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
| Management And General | $36,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,470 | TotalAmt |
| Fundraising | $140,470 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,375 | TotalAmt |
| Program Services | $9,175 | ProgramServicesAmt |
| Management And General | $361,200 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,358,821 | TotalAmt |
| Program Services | $1,457,162 | ProgramServicesAmt |
| Management And General | $352,836 | ManagementAndGeneralAmt |
| Fundraising | $548,823 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,830,232 | TotalAmt |
| Program Services | $1,694,446 | ProgramServicesAmt |
| Management And General | $122,197 | ManagementAndGeneralAmt |
| Fundraising | $13,589 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,283 | TotalAmt |
| Program Services | $322,455 | ProgramServicesAmt |
| Management And General | $58,990 | ManagementAndGeneralAmt |
| Fundraising | $47,838 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,016,478 | TotalAmt |
| Program Services | $871,678 | ProgramServicesAmt |
| Management And General | $82,743 | ManagementAndGeneralAmt |
| Fundraising | $62,057 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,954,056 | TotalAmt |
| Program Services | $3,731,691 | ProgramServicesAmt |
| Management And General | $148,244 | ManagementAndGeneralAmt |
| Fundraising | $74,121 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,400 | TotalAmt |
| Program Services | $474,367 | ProgramServicesAmt |
| Management And General | $21,318 | ManagementAndGeneralAmt |
| Fundraising | $41,715 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,865 | TotalAmt |
| Program Services | $270,286 | ProgramServicesAmt |
| Management And General | $11,505 | ManagementAndGeneralAmt |
| Fundraising | $5,074 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,214 | TotalAmt |
| Program Services | $8,962 | ProgramServicesAmt |
| Management And General | $322,252 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,735,564 | TotalAmt |
| Program Services | $4,581,653 | ProgramServicesAmt |
| Management And General | $119,512 | ManagementAndGeneralAmt |
| Fundraising | $34,399 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $733,755 | TotalAmt |
| Program Services | $715,729 | ProgramServicesAmt |
| Management And General | $12,017 | ManagementAndGeneralAmt |
| Fundraising | $6,009 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COLLECTIONS/PURCHASES | $4,529,243 | $4,529,243 | ||
| PRODUCTION & EXHIBITION | $4,507,984 | $4,507,984 | ||
| FACILITIES OTHER | $1,546,091 | $1,478,895 | $66,844 | $352 |
| REPAIRS & MAINTENANCE | $1,003,618 | $919,550 | $83,272 | $796 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,910,702 | TotalAmt |
| Program Services | $4,190,218 | ProgramServicesAmt |
| Management And General | $307,593 | ManagementAndGeneralAmt |
| Fundraising | $412,891 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,746,980 | TotalAmt |
| Program Services | $50,807,704 | ProgramServicesAmt |
| Management And General | $5,158,549 | ManagementAndGeneralAmt |
| Fundraising | $3,780,727 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,992 | BOYAmt |
| EOY | $34,465 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,230,533 | BOYAmt |
| EOY | $2,666,395 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,261,910 | BOYAmt |
| EOY | $6,414,135 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,822,834 | BOYAmt |
| EOY | $3,494,205 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $760,824 | BOYAmt |
| EOY | $909,054 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $786,655 | BOYAmt |
| EOY | $614,434 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $152,261,910 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $82,437,737 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,726,534 | BOYAmt |
| EOY | $69,824,173 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,888,207 | BOYAmt |
| EOY | $232,343,645 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,924,765 | BOYAmt |
| EOY | $89,531,467 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,640 | BOYAmt |
| EOY | $162,445 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,633,894 | BOYAmt |
| EOY | $405,994,418 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,449,923 | BOYAmt |
| EOY | $6,595,386 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,475 | BOYAmt |
| EOY | $199,168 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,410,000 | BOYAmt |
| EOY | $17,410,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $130,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,114,398 | BOYAmt |
| EOY | $26,834,554 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,585,843 | BOYAmt |
| EOY | $76,960,844 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,556,945 | BOYAmt |
| EOY | $27,605,723 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,376,708 | BOYAmt |
| EOY | $274,593,297 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,519,496 | BOYAmt |
| EOY | $379,159,864 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,633,894 | BOYAmt |
| EOY | $405,994,418 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,295,742 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,656,141 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $767 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,671,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,792,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,044,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,783,174 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,812,046 | CurrentTaxYearAmt |
| Total | $91,103,406 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,671,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,792,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,044,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,783,174 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,812,046 | CurrentTaxYearAmt |
| Total | $91,103,406 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,123,131 | SubstantialContributorsTotAmt |
| Public Support Total170 | $87,980,275 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,370,327 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,970,556 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,399,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,289,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,222,150 | CurrentTaxYearAmt |
| Total | $32,252,026 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $620,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $169,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $311,750 | CurrentTaxYearAmt |
| Total | $1,321,912 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $124,677,344 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $107,309,874 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $71,977 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $71,977 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $59,675,003 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $59,746,980 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $96,531 | CurrentYearMinus3Amt |
| Current Year Minus2 | $99,115 | CurrentYearMinus2Amt |
| Current Year Minus1 | $88,526 | CurrentYearMinus1Amt |
| Current Year | $71,977 | CurrentYearAmt |
| Total | $356,149 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $320,635,894 | BeginningYearBalanceAmt |
| Contributions | $1,218,000 | ContributionsAmt |
| Investment Earnings Or Losses | $12,066,328 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,478,000 | OtherExpendituresAmt |
| Administrative Expenses | $418,899 | AdministrativeExpensesAmt |
| End Year Balance | $318,023,323 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $289,773,295 | BeginningYearBalanceAmt |
| Contributions | $788,000 | ContributionsAmt |
| Investment Earnings Or Losses | $45,263,841 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,774,000 | OtherExpendituresAmt |
| Administrative Expenses | $415,242 | AdministrativeExpensesAmt |
| End Year Balance | $320,635,894 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $263,287,776 | BeginningYearBalanceAmt |
| Contributions | $818,000 | ContributionsAmt |
| Investment Earnings Or Losses | $39,998,646 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,715,000 | OtherExpendituresAmt |
| Administrative Expenses | $616,127 | AdministrativeExpensesAmt |
| End Year Balance | $289,773,295 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $279,908,871 | BeginningYearBalanceAmt |
| Contributions | $2,015,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,215,095 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,010,000 | OtherExpendituresAmt |
| Administrative Expenses | $411,000 | AdministrativeExpensesAmt |
| End Year Balance | $263,287,776 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $257,235,751 | BeginningYearBalanceAmt |
| Contributions | $2,045,000 | ContributionsAmt |
| Investment Earnings Or Losses | $35,834,120 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,549,000 | OtherExpendituresAmt |
| Administrative Expenses | $657,000 | AdministrativeExpensesAmt |
| End Year Balance | $279,908,871 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13440 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84270 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02290 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,505,736 | OtherCostOrOtherBasisAmt |
| Book Value | $6,505,736 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $124,567,704 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,228,939 | DepreciationAmt |
| Book Value | $59,338,765 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,188,470 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,208,798 | DepreciationAmt |
| Book Value | $3,979,672 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $69,824,173 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| Book Value | $89,531,467 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $89,531,467 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYABLE | Desc |
| Amt | $130,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $130,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $58,903,151 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,656,141 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,923,253 | OtherRevenueAmt |
| Revenue Not Reported | -$2,732,888 | RevenueNotReportedAmt |
| Revenue Subtotal | $61,636,039 | RevenueSubtotalAmt |
| Other Revenues Not Included | $406,683 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $406,683 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $62,042,722 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $63,263,548 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,923,253 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,923,253 | ExpensesNotReportedAmt |
| Expenses Subtotal | $59,340,295 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $406,685 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $406,685 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $59,746,980 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 $4,446,000 IN 2014). 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, 2014 AND 2013 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, 2014 AND 2013. THE INSTITUTE ACCRUED TAX LIABILITIES OF $189 AND $205 RELATED TO ACTIVITY REPORTED ON IRS FORM 990T FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013, RESPECTIVELY. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES IN ANY MAJOR TAX JURISDICTION FOR YEARS BEFORE DECEMBER 31, 2011 |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES 1,689,212. COST OF RENTALS 1,291,091. COST OF FUNDRAISING 942,952. ROUNDING -2. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES 358,050. FUNDRAISING REVENUE 48,633. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES 1,689,212. COST OF RENTALS 1,291,091. COST OF FUNDRAISING 942,952. ROUNDING -2. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES 358,050. FUNDRAISING REVENUE 48,636. ROUNDING -1. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (17 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA | 0 | 0 | INVESTMENTS | $28,601,618 | |
| CENTRAL AMERICA | 0 | 0 | PROGRAM SERVICES | $8,438 | EXHIBIT TRAVEL |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | $32,424 | EXHIBIT TRAVEL |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GIFTS RECEIVED | ||
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES REVENUE | MEMBERSHIPS & LICENSE FEES | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $810,672 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | $27,615 | EXHIBIT & RESEARCH TRAVEL |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GIFTS RECEIVED | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES REVENUE | MEMBERSHIPS & LICENSE FEES | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | $439 | EXHIBIT & RESEARCH TRAVEL |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $2,547,210 | |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | $7,988 | EXHIBIT & RESEARCH TRAVEL |
| NORTH AMERICA | 0 | 0 | GIFTS RECEIVED | ||
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES REVENUE | MEMBERSHIPS & LICENSE FEES | |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | $9,475 | EXHIBIT & RESEARCH TRAVEL |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES REVENUE | MEMBERSHIPS & LICENSE FEES | |
| SOUTH ASIA | 0 | 0 | INVESTMENTS | $577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $29,480,767 | SubtotalSpentAmt |
| Continuation Spent | $2,565,689 | ContinuationSpentAmt |
| Total Spent | $32,046,456 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| ARTS MARKETING SERVICES INC | ||||||||
| PO BOX 8000 | BUFFALO | NY | 11201 | TELEMARKETING | 0 | $593,535 | $222,758 | $370,777 |
| NADINE PEYSER LLC | ||||||||
| 200 COLUMBIA HEIGHTS | BROOKLYN | NY | 11201 | CONSULTING | 0 | $0 | $60,500 | $0 |
| G2G CONSULTING | ||||||||
| 11000 CEDAR AVENUE | CLEVELAND | OH | 44106 | CONSULTING | 0 | $0 | $75,892 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $593,535 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $359,150 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $370,777 | TotalNetToOrganizationAmt |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SCIENCE AWARDS | Event1Nm |
| Gross Receipts Event1 | $274,289 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $213,187 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $61,102 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $43,718 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $71,803 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,973 | OtherDirectExpensesEvent1Amt |
| Event2 | WARHOL 20TH ANNIV.GALA | Event2Nm |
| Gross Receipts Event2 | $1,182,038 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $538,600 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $643,438 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $149,771 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $534,536 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $73,238 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $244,293 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $163,534 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $80,759 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $34,783 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $11,296 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $17,833 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,700,620 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $915,321 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $785,299 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $228,272 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $617,635 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $97,044 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $942,951 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$157,652 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LINE 2B COL.(V) | FormAndLineReferenceDesc |
| Explanation | INCLUDES FEES PAID FOR FUNDRAISING SERVICES. NO PAYMENT WAS MADE FOR FUNDRAISING EXPENSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID HILLENBRAND | ||||||||||||||
| PRES.&CEO TO 6/14;TRUSTEE | $152,098 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $152,098 | $0 | $0 | $0 |
| DOLORES F ELLENBERG | ||||||||||||||
| VP OF DEVELOPMENT | $200,945 | $0 | $12,746 | $0 | $1,910 | $0 | $8,346 | $0 | $20,084 | $0 | $244,031 | $0 | $0 | $0 |
| KEVIN HILES | ||||||||||||||
| TREASURER; VP OF FINANCE | $191,689 | $0 | $11,868 | $0 | $625 | $0 | $8,166 | $0 | $20,237 | $0 | $232,585 | $0 | $0 | $0 |
| FRANK A CARDIELLO | ||||||||||||||
| ASST.TREAS.; DIR.CORP.FINANCE | $139,108 | $0 | $0 | $0 | $432 | $0 | $5,582 | $0 | $21,983 | $0 | $167,105 | $0 | $0 | $0 |
| ERIC SHINER | ||||||||||||||
| DIR.ANDY WARHOL MUSEUM | $181,890 | $0 | $12,256 | $0 | $250 | $0 | $7,604 | $0 | $7,125 | $0 | $209,125 | $0 | $0 | $0 |
| RONALD J BAILLIE | ||||||||||||||
| CO-DIR.SCI.CTR.&NAT.HISTORY | $157,976 | $0 | $12,106 | $0 | $1,373 | $0 | $6,191 | $0 | $7,595 | $0 | $185,241 | $0 | $0 | $0 |
| ANN M METZGER | ||||||||||||||
| CO-DIR.SCI.CTR.&NAT.HISTORY | $155,918 | $0 | $11,868 | $0 | $1,368 | $0 | $6,183 | $0 | $16,910 | $0 | $192,247 | $0 | $0 | $0 |
| LYNN ZELEVANSKY | ||||||||||||||
| DIR.MUSEUM OF ART | $220,679 | $0 | $12,256 | $0 | $4,093 | $0 | $9,137 | $0 | $20,092 | $0 | $266,257 | $0 | $0 | $0 |
| MARIA BERNIER | ||||||||||||||
| GENERAL COUNSEL | $154,528 | $0 | $7,913 | $0 | $305 | $0 | $6,242 | $0 | $1,698 | $0 | $170,686 | $0 | $0 | $0 |
| JOHN RAWLINS | ||||||||||||||
| FORMER OFFICER | $92,370 | $0 | $7,913 | $0 | $668 | $0 | $3,782 | $0 | $7,226 | $0 | $111,959 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | OFFICER BONUSES ARE PAID PERIODICALLY ON EITHER A GROSSED UP OR NET BASIS CONSISTENT WITH INSTITUTE POLICIES. CARNEGIE 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 3 | EXECUTIVE 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 INDEPENDENT EXECUTIVE COMMITTEE (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 7 | PERFORMANCE BONUSE WERE PAID THAT ARE CONSISTENT WITH THE COMPENSATION POLICIES. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| HIGHMARK | |||
| CURRENT TRUSTEE | $3,025,109 | ARMS-LENGTH HEALTH INSURANCE | 0 |
| MARC USA | |||
| CURRENT TRUSTEE | $417,486 | ARMS-LENGTH ADVERTISING | 0 |
| PARKHURST DINING SERVICES | |||
| CURRENT TRUSTEE | $411,059 | ARMS-LENGTH FOOD SERVICES | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 44 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
Art Fractional Interest ArtFractionalInterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 51 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,729,618 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 178 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
Scientific Specimens ScientificSpecimensGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 63418 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 12 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | EXCEPT FOR LINE 10, PART I COLUMN (B) REFLECTS THE NUMBER OF ITEMS RECEIVED FROM 107 DONATIONS, 12 OF WHICH WERE REQUESTED TO BE ACKNOWLEDGED ON FORM 8283. PART I COLUMN (B) LINE 10 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY/BUSINESS RELATIONSHIPS BETWEEN OFFICER/DIRECTOR/KEY EMPLOYEE: TRUSTEES L. FOSTER & A. NEUPAVER = BUSINESS; TRUSTEES D. HILLENBRAND AND WALTER TURNER = BUSINESS |
| FORM 990, PART VI, SECTION A, LINE 7A | BOARD MEMBERS: THE BYLAWS OF CARNEGIE INSTITUTE PROVIDE FOR APPOINTMENT OF EX OFFICIO TRUSTEES WHO SERVE AS PUBLIC TRUSTEES OR AS LIFE TRUSTEES OF A NEIGHBORING 501(C)(3) ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | 11B - 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 PRESIDENT AND SENIOR MANAGEMENT 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 12C | CONFLICT 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 15 | EXECUTIVE 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 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 19 | GOVERNING 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 HHTP://WWW.CARNEGIEMUSEUMS.ORG/DOCS/FINANCIALS.PDF. |
| FORM 990, PART XI, LINE 9: | ROUNDING 767. |
| EXPLANATION FOR AMENDING RETURN | THE RETURN WAS PREPARED USING THE SOFTWARE PROVIDER USED IN PRIOR YEARS. COPIES OF THE RETURN GENERATED IN THAT SOFTWARE WERE REVIEWED AND APPROVED PURSUANT TO THE PROCESS DESCRIBED IN PART VI, SECTION B, LINE 11. DUE TO AN UNFORESEEN CIRCUMSTANCE, THE RETURN WAS NOT ABLE TO BE ELECTRONICALLY FILED IN THE ORIGINAL SOFTWARE, RATHER, THE RETURN HAD TO BE RE-INPUT INTO DIFFERENT SOFTWARE IN ORDER TO BE ELECTRONICALLY FILED ON A TIMELY BASIS. THIS CIRCUMSTANCE OCCURRED IMMEDIATELY BEFORE THE DUE DATE OF 11/15/2015. THE FOLLOWING CHANGES ARE BEING MADE TO CORRECT INPUT ERRORS THAT RESULTED WHEN THE RETURN WAS RE-INPUT INTO THE NEW SOFTWARE: PART I, LINES 8 THROUGH 19 PART IV, LINE 11F PART V, LINES 7A THROUGH 7F PART VI, SECTION B, LINE 12B PART VI, SECTION C, LINE 18 PART VII, SECTION A, FOR TWO INDIVIDUALS SCHEDULE A, PART I BOX 6,7 SCHEDULE A, PART II SCHEDULE G, PART II, LINE 4 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE INSTITUTE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 FORBES AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276667826 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $11,982,000 | TotalIncomeAmt |
| End Of Year Assets | $318,023,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE INSTITUTE | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN BERDAN MEMORIAL TRUST | ||||||||||
| 20 WASHINGTON STREET | BOSTON | MA | 021084408 | 256016908 | SUPPORT FOR CHARITY | PA | 501(C)(3) | PF | N/A | 0 |
| THE DIETRICH FOUNDATION | ||||||||||
| 600 GRANT STREET ROOM 5360 | PITTSBURGH | PA | 15219 | 364711746 | SUPPORT FOR CHARITY | PA | 501(C)(3) | TYPE I SUPPORTING OR | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |