CARNEGIE INSTITUTION OF WASHINGTON: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CARNEGIE INSTITUTION OF WASHINGTON (EIN 53-0196523)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-04
- IRS object ID
- 201541249349301509
- Schema version
- 2013v4.0
- 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 D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-04T16:42:09-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530196523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE INSTITUTION OF WASHINGTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARN | BusinessNameControlTxt |
| Phone | 2023876400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 P St NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 200051910 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cynthia Allen | PersonNm |
| Person Title | Dir of Administration & Finance | PersonTitleTxt |
| Phone | 2023876400 | PhoneNum |
| Signature | 2015-05-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Matthew Scott | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 P Street NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $443,930,214 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CARNEGIESCIENCE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | The conduct of scientific discovery, research and education in the fields of plant biology, developmental biology, earth and planetary sciences, astronomy, and global ecology | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 544 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $332,705 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $125,601 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $43,260,635 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,889,619 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,049,182 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,885,358 | CYProgramServiceRevenueAmt |
| PY Investment Income | $65,622,930 | PYInvestmentIncomeAmt |
| CY Investment Income | $73,898,743 | CYInvestmentIncomeAmt |
| PY Other Revenue | $729,296 | PYOtherRevenueAmt |
| CY Other Revenue | $6,020,801 | CYOtherRevenueAmt |
| PY Total Revenue | $115,662,043 | PYTotalRevenueAmt |
| CY Total Revenue | $126,694,521 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,756,456 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,167,594 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $48,929,828 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $49,760,937 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,401,195 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $44,456,031 | PYOtherExpensesAmt |
| CY Other Expenses | $42,731,056 | CYOtherExpensesAmt |
| PY Total Expenses | $98,142,315 | PYTotalExpensesAmt |
| CY Total Expenses | $97,659,587 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,519,728 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,034,934 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,045,664,817 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,216,450,412 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $125,763,163 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $178,440,442 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $919,901,654 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,038,009,970 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of the Carnegie Insitution of Washington, as set forth in its articles of incorporation under an Act of Congress in 1904, is "to encourage, in the broadest and most liberal manner, investigation, research, and discovery, and the application of knowledge to the improvement of mankind." | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $74,860,241 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Carnegie investigators are leaders in the fields of plant biology, developmental biology, earth and planetary sciences, astronomy and global ecology. Using molecular genetics and related methods, Carnegie biologists study the genes responsible for plant responses to light and the genetic controls over vaious growth and developmental processes including those that enable plants to survive disease and environmental stress. In addition, the department is a world leader in bioinformatics. It developed and now manages an online-integrated database, one of the most widely used biological databases in the world, that supplies all aspects of biological information on the most widely used modal plant, Arabidopsis. Researchers in developmental biology address fundamental questions in animal development and genetics at the cellular and molecular levels. Some researchers investigate the genetic programming behind cellular processes as cells develop, while others explore the genes that control growth and obesity, stimulate stem cells to become specialized body parts, and perform many other functions. Other researchers examine the physics and chemistry of Earth's deep interior and (Continued on Schedule O, Statement 1) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,328,499 | ExpenseAmt |
| Grant | $5,109,306 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Education. Carnegie, a non-degree granting entity, is an advanced study organization at which highly qualified graduate scientists are offered postgraduate and post doctoral training for careers in education and research. Carnegie's postdoctoral scientific education is mostly conducted in the laboratory or in the field. The postdoctoral curriculum is heavily weighted toward training candidates to be capable researchers and teachers of research. The faculty consists of the professional staff of Carnegie, all of whom pursue their own research. Carnegie also offers certain training opportunities for predoctoral students who may pursue formal degrees at degree-granting institututions. Carnegie programs also train public elementary school teachers how to incorporate interactive science instruction into all aspects of the curriculum; helps improve the instruction of mathematics education of public school children by training individuals with mathematics or related degrees to become classroom instructors; introduces and trains high school students to career education pathways in the field of biotechnology; and makes information available concerning Carnegie's scientific research findings to students and the general public. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | none | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $84,188,740 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | 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 | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 378 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 544 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CI | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cynthia Allen | PersonNm |
| Phone | 2023876400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 P St NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 200051910 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Remi Barbier | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John C Botts | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John F Crawford | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael A Duffy | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| W Gary Ernst | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Sandra M Faber | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Bruce W Ferguson | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen P A Fodor | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| William K Gayden | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael E Gellert | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| William R Hearst III | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rush D Holt Jr | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Suzanne N Johnson | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mary C King | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael T Long | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Deborah Rose | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Christian T Samper | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Maxine F Singer | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher T S Stone | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| William I M Turner Jr | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael G Wilson | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mary L Zoback | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard A Meserve | ||||||||||
| President | 50 | 0 | $466,140 | $0 | $59,894 | Yes (X) | ||||
| Cynthia Allen | ||||||||||
| Director of Administration/Finance | 50 | 0 | $188,700 | $0 | $40,112 | Yes (X) | ||||
| Christina F Naguiat | ||||||||||
| Assistant Secretary to the Board | 40 | 0 | $63,358 | $0 | $13,232 | Yes (X) | ||||
| Marjorie Burger | ||||||||||
| Acting Director of Administration/Finance | 50 | 0 | $113,700 | $0 | $33,607 | Yes (X) | Yes (X) | |||
| Linda T Elkins Tanton | ||||||||||
| Department Director | 50 | 0 | $283,771 | $0 | $49,857 | Yes (X) | ||||
| Russell Hemley | ||||||||||
| Department Director | 50 | 0 | $258,918 | $0 | $58,471 | Yes (X) | ||||
| Wendy L Freedman | ||||||||||
| Department Director | 50 | 0 | $248,413 | $0 | $43,118 | Yes (X) | ||||
| Christopher B Field | ||||||||||
| Department Director | 50 | 0 | $248,412 | $0 | $59,621 | Yes (X) | ||||
| Wolf Frommer | ||||||||||
| Department Director | 50 | 0 | $248,412 | $0 | $53,508 | Yes (X) | ||||
| Allan C Spradling | ||||||||||
| Department Director | 50 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| George Cody | ||||||||||
| Department Director | 50 | 0 | $167,770 | $0 | $41,523 | Yes (X) | ||||
| Richard W Carlson | ||||||||||
| Department Director | 50 | 0 | $181,292 | $0 | $39,240 | Yes (X) | ||||
| Sean C Solomon | ||||||||||
| Department Director | 50 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| Kenneth G Caldeira | ||||||||||
| Staff | 50 | 0 | $248,389 | $0 | $48,847 | Yes (X) | ||||
| Ho K Mao | ||||||||||
| Staff | 50 | 0 | $240,630 | $0 | $53,852 | Yes (X) | ||||
| Matthew Johns | ||||||||||
| Staff | 50 | 0 | $218,049 | $0 | $49,766 | Yes (X) | ||||
| Carl R Sherman | ||||||||||
| Staff | 50 | 0 | $209,131 | $0 | $50,852 | Yes (X) | ||||
| Erik H Hauri | ||||||||||
| Staff | 50 | 0 | $204,334 | $0 | $45,620 | Yes (X) | ||||
| Patrick J McCarthy | ||||||||||
| Staff | 50 | 0 | $192,620 | $0 | $42,828 | Yes (X) | Yes (X) | |||
| Joseph G Gall | ||||||||||
| Staff | 50 | 0 | $196,000 | $0 | $44,926 | Yes (X) | Yes (X) | |||
| Ronald E Cohen | ||||||||||
| Staff | 50 | 0 | $187,449 | $0 | $34,652 | Yes (X) | Yes (X) | |||
| Mark Phillips | ||||||||||
| Staff | 50 | 0 | $194,753 | $0 | $52,529 | Yes (X) | Yes (X) | |||
| Ramon J Dinneny | ||||||||||
| Staff | 50 | 0 | $179,446 | $0 | $33,188 | Yes (X) | Yes (X) | |||
| Anna M Michalak | ||||||||||
| Staff | 50 | 0 | $203,637 | $0 | $22,666 | Yes (X) | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,743,324 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $971,909 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 104 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hitt Contracting Inc | |||||
| PO Boxs 602760 | Charlotte | NC | 28260 | Engineering Service | $1,033,129 |
| Morgan Lewis Bockius LLP | |||||
| 1111 Pennsylvania Ave NW | Washington | DC | 20004 | Legal | $724,099 |
| Wilmer Cutler Pickering Hale Dorr | |||||
| PO Box 7247 8760 | Philadelphia | PA | 19170 | Legal | $296,588 |
| Covington & Burlington LLP | |||||
| 1201 Pennsylvania Aveneue NW | Washington | DC | 20004 | Legal | $260,831 |
| KPMG LLP | |||||
| 2001 M St NW | Washington | DC | 20036 | Accounting | $233,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $30,782,959 | GovernmentGrantsAmt |
| All Other Contributions | $10,106,660 | AllOtherContributionsAmt |
| Noncash Contributions | $622,851 | NoncashContributionsAmt |
| Total Contributions | $40,889,619 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Magellan Telescope Program | 541700 | $4,023,848 | $4,023,848 | $0 | $0 |
| GMT Challenge Program | 541700 | $848,219 | $848,219 | $0 | $0 |
| Australian Astronomy Program | 541700 | $345,000 | $345,000 | $0 | $0 |
| CLASlite on-line System | 541700 | $119,298 | $119,298 | $0 | $0 |
| Implementation of the EarthAudit Agricultural | 541700 | $85,478 | $85,478 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $463,515 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $463,515 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,885,358 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,161,921 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $130,580 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,031,341 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,124,911 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,124,911 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,458,426 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,246,364 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $212,062 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $212,062 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $212,062 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $383,726,151 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $315,989,329 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,736,822 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,736,822 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $202,125 | UnrelatedBusinessRevenueAmt |
| Exclusion | $67,534,697 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Loss on swap transaction | 900099 | -$1,148,064 | -$1,148,064 | $0 | $0 |
| Realized gain on currency transactions | 900099 | $98,777 | $98,777 | $0 | $0 |
| Capital gain on mutual funds | 900099 | $5,482,338 | $5,482,338 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $250,777 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $250,777 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,683,828 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,694,521 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,906,159 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $332,705 | UnrelatedBusinessRevenueAmt |
| Exclusion | $73,566,038 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,180,224 | TotalAmt |
| Program Services | $1,180,224 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,987,370 | TotalAmt |
| Program Services | $3,987,370 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,830,343 | TotalAmt |
| Program Services | $1,030,925 | ProgramServicesAmt |
| Management And General | $1,518,239 | ManagementAndGeneralAmt |
| Fundraising | $281,179 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,832,896 | TotalAmt |
| Program Services | $29,838,527 | ProgramServicesAmt |
| Management And General | $1,425,135 | ManagementAndGeneralAmt |
| Fundraising | $569,234 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,030,439 | TotalAmt |
| Program Services | $6,451,219 | ProgramServicesAmt |
| Management And General | $416,991 | ManagementAndGeneralAmt |
| Fundraising | $162,229 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,835,130 | TotalAmt |
| Program Services | $4,164,172 | ProgramServicesAmt |
| Management And General | $1,619,235 | ManagementAndGeneralAmt |
| Fundraising | $51,723 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,232,129 | TotalAmt |
| Program Services | $2,003,918 | ProgramServicesAmt |
| Management And General | $170,597 | ManagementAndGeneralAmt |
| Fundraising | $57,614 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,420,961 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,420,961 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,396 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $247,396 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $899,562 | TotalAmt |
| Program Services | $361,592 | ProgramServicesAmt |
| Management And General | $474,733 | ManagementAndGeneralAmt |
| Fundraising | $63,237 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,108,985 | TotalAmt |
| Program Services | $781,242 | ProgramServicesAmt |
| Management And General | $265,394 | ManagementAndGeneralAmt |
| Fundraising | $62,349 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,451,205 | TotalAmt |
| Program Services | $1,154,521 | ProgramServicesAmt |
| Management And General | $296,585 | ManagementAndGeneralAmt |
| Fundraising | $99 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,833,736 | TotalAmt |
| Program Services | $3,535,951 | ProgramServicesAmt |
| Management And General | $280,934 | ManagementAndGeneralAmt |
| Fundraising | $16,851 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,360,706 | TotalAmt |
| Program Services | $2,266,210 | ProgramServicesAmt |
| Management And General | $68,940 | ManagementAndGeneralAmt |
| Fundraising | $25,556 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $983,888 | TotalAmt |
| Program Services | $785,389 | ProgramServicesAmt |
| Management And General | $136,285 | ManagementAndGeneralAmt |
| Fundraising | $62,214 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,591,349 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,591,349 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,279,040 | TotalAmt |
| Program Services | $10,034,080 | ProgramServicesAmt |
| Management And General | $234,484 | ManagementAndGeneralAmt |
| Fundraising | $10,476 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,611 | TotalAmt |
| Program Services | $260,377 | ProgramServicesAmt |
| Management And General | $532,234 | ManagementAndGeneralAmt |
| Fundraising | $1,000 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Contracts & subawards | $9,146,291 | $9,120,875 | $7,612 | $17,804 |
| Research Education expense | $6,027,502 | $5,953,591 | $72,104 | $1,807 |
| Exchange rate (gain) loss | $615,594 | $238,612 | $376,982 | $0 |
| Bond Admin & Other Maintenance expens | $170,831 | $85,540 | $84,193 | $1,098 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,399 | TotalAmt |
| Program Services | $954,405 | ProgramServicesAmt |
| Management And General | -$170,731 | ManagementAndGeneralAmt |
| Fundraising | $16,725 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,659,587 | TotalAmt |
| Program Services | $84,188,740 | ProgramServicesAmt |
| Management And General | $12,069,652 | ManagementAndGeneralAmt |
| Fundraising | $1,401,195 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,147,126 | BOYAmt |
| EOY | $53,507,631 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,340,712 | BOYAmt |
| EOY | $18,412,555 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,289 | BOYAmt |
| EOY | $96,109 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,483,055 | BOYAmt |
| EOY | $2,419,141 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,080,955 | BOYAmt |
| EOY | $19,570,726 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $259,901,230 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $119,747,315 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,278,352 | BOYAmt |
| EOY | $140,153,915 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,113,104 | BOYAmt |
| EOY | $472,121,935 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,927,224 | BOYAmt |
| EOY | $510,168,400 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,045,664,817 | BOYAmt |
| EOY | $1,216,450,412 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,065,756 | BOYAmt |
| EOY | $11,721,401 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,235,748 | BOYAmt |
| EOY | $28,055,413 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,105,000 | BOYAmt |
| EOY | $65,105,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,356,659 | BOYAmt |
| EOY | $73,558,628 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,763,163 | BOYAmt |
| EOY | $178,440,442 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,816,713 | BOYAmt |
| EOY | $306,532,576 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $592,058,025 | BOYAmt |
| EOY | $676,424,152 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,026,916 | BOYAmt |
| EOY | $55,053,242 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $919,901,654 | BOYAmt |
| EOY | $1,038,009,970 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,045,664,817 | BOYAmt |
| EOY | $1,216,450,412 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $29,034,934 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $92,120,917 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $331,401 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | -$938,488 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$2,440,448 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $707,403,855 | BeginningYearBalanceAmt |
| Contributions | $13,500 | ContributionsAmt |
| Investment Earnings Or Losses | $146,597,541 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,647,656 | GrantsOrScholarshipsAmt |
| Other Expenditures | $37,629,606 | OtherExpendituresAmt |
| Administrative Expenses | $3,786,264 | AdministrativeExpensesAmt |
| End Year Balance | $809,951,370 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $658,368,805 | BeginningYearBalanceAmt |
| Contributions | $11,625 | ContributionsAmt |
| Investment Earnings Or Losses | $91,897,050 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,845,079 | GrantsOrScholarshipsAmt |
| Other Expenditures | $37,035,222 | OtherExpendituresAmt |
| Administrative Expenses | $2,993,324 | AdministrativeExpensesAmt |
| End Year Balance | $707,403,855 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $666,953,143 | BeginningYearBalanceAmt |
| Contributions | $11,000 | ContributionsAmt |
| Investment Earnings Or Losses | $38,847,077 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,469,819 | GrantsOrScholarshipsAmt |
| Other Expenditures | $41,971,415 | OtherExpendituresAmt |
| Administrative Expenses | $3,001,181 | AdministrativeExpensesAmt |
| End Year Balance | $658,368,805 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $572,581,907 | BeginningYearBalanceAmt |
| Contributions | $11,400 | ContributionsAmt |
| Investment Earnings Or Losses | $130,037,953 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,072,508 | GrantsOrScholarshipsAmt |
| Other Expenditures | $29,759,235 | OtherExpendituresAmt |
| Administrative Expenses | $3,846,374 | AdministrativeExpensesAmt |
| End Year Balance | $666,953,143 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $531,558,841 | BeginningYearBalanceAmt |
| Contributions | $32,060 | ContributionsAmt |
| Investment Earnings Or Losses | $70,665,868 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,011,688 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,852,386 | OtherExpendituresAmt |
| Administrative Expenses | $2,810,788 | AdministrativeExpensesAmt |
| End Year Balance | $572,581,907 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.154 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.068 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.778 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $817,117 | OtherCostOrOtherBasisAmt |
| Book Value | $817,117 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $91,207,967 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,481,966 | DepreciationAmt |
| Book Value | $59,726,001 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $166,117,148 | OtherCostOrOtherBasisAmt |
| Depreciation | $88,265,349 | DepreciationAmt |
| Book Value | $77,851,799 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,758,998 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $1,758,998 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $140,153,915 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $527,064 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $413,696 | BookValueAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Real assets/natural resources | $192,642,900 | F |
| Alternative Investments | $316,584,740 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $510,168,400 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued postretirement benefit cost | $23,558,628 |
| Taxable bond payable | $50,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $73,558,628 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $219,454,715 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $92,120,917 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $331,401 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $92,452,318 | RevenueNotReportedAmt |
| Revenue Subtotal | $127,002,397 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $938,488 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,246,364 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$307,876 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $126,694,521 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $98,905,951 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $1,246,364 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,246,364 | ExpensesNotReportedAmt |
| Expenses Subtotal | $97,659,587 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $97,659,587 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | The organization's endowment funds are intended to support its overall mission of supporting scientific discovery "in the broades and most liberal manner". |
| Schedule D, Part VI, Line 1e | Art - $76,099: Construction in Progress - $1,682,899. |
| Schedule D, Part X | On July 1, 2007, Carnegie adopted the provisions of FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes (FIN48).FIN48 required that a tax position be recognized or derecognized based on a 'more-likely-than-not' threshold. This applies to positions taken or expected to be taken in a tax return. The implementation of FIN48 had no impact on the statement of financial position or statement of activities. Carnegie does not believe its financial statements include (or reflect) any uncertain tax positions. |
| Schedule D, Part X, Line 2 | FASB Accounting Standards Codification (ASC) 740-10, Income Taxes, requires that management evaluate tax positions taken by Carnegie and recognize a tax liability (or asset) if Carnegie has taken an uncertain tax position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Carnegie has analyzed the tax positions taken and has concluded that as of June 30, 2014, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. |
| Schedule D, Part XI, Line 4b | Rental expenses |
| Schedule D, Part XII, Line 2d | Rental expenses |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | Our non-discrimination policy is available on our website, www.ciw.edu, under Policies and Procedures. |
| Schedule E, Part I, Line 6 | We receive grants and pass throughs from several Federal agencies including NSF, DOE, DHS, NASA, USDA, ONR, NIST, and others. These monies support our scientific research and education. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (24 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 7 | Program Services | IAVCEI Mtg, First 100 Years Workshop | $66,049 |
| East Asia and the Pacific | 0 | 2 | Program Services | Anglo-Australia Obs Run, Diamond Fldwk | $31,513 |
| East Asia and the Pacific | 0 | 0 | Program Services | JPGU Meeting | $12,113 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | CLIMATE IMPACT RESEARCH | $20,000 |
| Europe (including Iceland and Greenland) | 0 | 16 | Program Services | MEETINGS AND WORKSHOPS | $129,217 |
| Europe (including Iceland and Greenland) | 0 | 2 | Program Services | BENTO BOX FIELDWORK | $21,260 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | DCO EXECUTIVE COMM MEETING | $31,718 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | 2013 Goldschmidt Conference | $20,186 |
| North America (including Canada and Mexico, but not the United States) | 0 | 2 | Program Services | METEORITICAL MEETING | $14,442 |
| North America (including Canada and Mexico, but not the United States) | 0 | 3 | Program Services | SUPERIOR PROVINCE FIELDWORK | $18,765 |
| South America | 0 | 0 | Program Services | IDB MEETING & BIOLOGICAL STUDIES | $15,000 |
| South America | 0 | 0 | Program Services | CAO FIELD RESEARCH | $50,000 |
| South America | 0 | 10 | Program Services | LCO, DIAMOND & BENTO FIELDWORK | $110,168 |
| South America | 0 | 3 | Program Services | LARIM & ASTROBIOLOGY MEETING | $14,473 |
| South America | 0 | 0 | Program Services | SCIENTIFIC OBSERVATION RUN | $20,183 |
| South America | 0 | 0 | Program Services | DCO DELEGATION | $11,058 |
| Sub-Saharan Africa | 0 | 0 | Program Services | CAO FIELD RESEARCH | $35,000 |
| East Asia and the Pacific | 0 | 0 | Program Services | COLLABORATION & CONFERENCES | $38,489 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | COLLABORATION & CONFERENCES | $70,184 |
| South America | 0 | 0 | Program Services | SCIENTIFIC OBSERVATION RUNS | $205,296 |
| South America | 0 | 0 | Program Services | CONFERENCES & MEETINGS | $29,848 |
| South America | 0 | 0 | Program Services | TELESCOPE ENGINEERING & MAINTENANCE | $53,220 |
| South America | 2 | 65 | Program Services | TELESCOPE OPERATIONS FOR RESEARCH | $6,780,903 |
| South America | 0 | 0 | Program Services | RESEARCH | $127,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 110 | TotalEmployeeCnt |
| Total Spent | $7,926,860 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | As a research institution, Carnegie provides fellows with the opportunity to pursue independent research and the training to acquire the additional skills and expertise needed to become a successful scientist. Carnegie monitors the fellowship experience to achieve both objectives. Fellows pursue their research program relatively independently but have full access to Carnegie facilities and staff members and typically perform their experiments and scientific work on-site and in collaboration with other Carnegie facilities and staff members and typically perform their experiments and scientific work on-site and in collaboration with other Carnegie vehicle for monitoring and supporting the work of the fellow. Carnegie's various administrative and research policies apply to fellows. In Carnegie's structure, department directors are responsible for assuring that fellows follow these procedures and carry out the research supported through externally or internally-funded fellowships. The fellows listed below are stationed at the Carnegie facility in Las Campanas, Chile. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| STANFORD UNIVERSITY | ||||||||
| PO BOX 873503 | SAN FRANCISCO | CA | 941444253 | 941156365 | 501(c)3 | $283,845 | $0 | Participant support; academic partnership to train young scientists |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 10920 WILSHIRE BLVD STE 107 | LOS ANGELES | CA | 900246503 | 956006143 | 501(c)3 | $168,420 | $0 | Participant support; academic partnership to train young scientists |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | 951643307 | 501(c)3 | $142,489 | $0 | Participant support; academic partnership to train young scientists |
| NORTWESTERN UNIVERSITY | ||||||||
| 633 CLARK ST RM G547 | EVANSTON | IL | 602081112 | 362167817 | 501(c)3 | $101,746 | $0 | Participant support; academic partnership to train young scientists |
| UNIVERSITY OF ILLINOIS | ||||||||
| 1901 SOUTH FIRST ST A | CHAMPAIGN | IL | 618207406 | 376000511 | 501(c)3 | $93,678 | $0 | Participant support; academic partnership to train young scientists |
| YALE UNIVERSITY | ||||||||
| PO BOX 208239 | NEW HAVEN | CT | 065208239 | 060646973 | 501(c)3 | $80,446 | $0 | Participant support; academic partnership to train young scientists |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||||||||
| UNIVERSITY STATION | BIRMINGHAM | AL | 35294 | 636005396 | 501(c)3 | $77,631 | $0 | Participant support; academic partnership to train young scientists |
| SUNY AT BUFFALO | ||||||||
| PO BOX 9 | ALBANY | NY | 122010009 | 141368361 | 501(c)3 | $67,813 | $0 | Participant support; academic partnership to train young scientists |
| WASHINGTON UNIVERSITY IN ST LOUIS | ||||||||
| 700 ROSEDALE AVE | ST LOUIS | MO | 631121408 | 430653611 | 501(c)3 | $59,613 | $0 | Participant support; academic partnership to train young scientists |
| UNIVERSITY OF HAWAII | ||||||||
| 2440 CAMPUS RD | HONOLULU | HI | 96822 | 996000354 | 501(c)3 | $41,270 | $0 | Participant support; academic partnership to train young scientists |
| UNIVERSITY OF UTAH | ||||||||
| 201 S PRESIDENTS CIR NO 406 | SALT LAKE CITY | UT | 841129020 | 876000525 | 501(c)3 | $8,155 | $0 | Participant support; academic partnership to train young scientists |
| WASHINGTON STATE UNIVERSITY | ||||||||
| PO BOX 641025 | PULLMAN | WA | 991641025 | 916001108 | 501(c)3 | $6,865 | $0 | Participant support; academic partnership to train young scientists |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Fellowship | GrantTypeTxt |
| Recipient | 108 | RecipientCnt |
| Cash Grant | $3,987,370 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | As a research institution, Carnegie provides fellows with the opportunity to pursue independent research and the training to acquire the additional skills and expertise needed to become a successful scientist. Carnegie monitors the fellowship experience to achieve both objectives. Fellows pursue their research program relatively independently but have full access to Carnegie facilities and staff members and typically perform their experiments and scientific work on-site and in collaboration with other Carnegie scientists. Fellows in the biological sciences apply to Carnegie mainly to learn the research techniques and research areas of a particular Carnegie staff scientist, that is, to work in that principal investigator's (PI) lab. Labs routinely engage a number of different people, including a PI, technicians, postdoctoral scientists, and researchers. The PI monitors the work of the fellow on an ongoing basis, critiques the fellows' research, makes suggestions for avenues to explore, and provides ongoing mentoring. Fellows in the physical sciences typically collaborate with a senior staff member on research projects. This provides an ongoing vehicle for monitoring and supporting the work of the fellow. Fellows are asked to present and defend their research to other scientists both at Carnegie and at other institutions. This process helps to monitor a fellows' scientific progress and permits adjustments as necessary. Carnegie's various administrative and research policies apply to fellows. In Carnegie's structure, department directors are responsible for assuring that fellows follow these procedures and carry out the research supported through externally or internally-funded fellowships. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (24 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard A Meserve | ||||||||||||||
| President | $463,840 | $0 | $0 | $0 | $2,300 | $0 | $0 | $0 | $59,894 | $0 | $526,034 | $0 | $0 | $0 |
| Cynthia Allen | ||||||||||||||
| Director of Administration/Finance | $188,700 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $40,112 | $0 | $228,812 | $0 | $0 | $0 |
| Christina F Naguiat | ||||||||||||||
| Assistant Secretary to the Board | $63,358 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $13,232 | $0 | $76,590 | $0 | $0 | $0 |
| Linda T Elkins Tanton | ||||||||||||||
| Department Director | $228,888 | $0 | $0 | $0 | $54,883 | $0 | $0 | $0 | $49,857 | $0 | $333,628 | $0 | $0 | $0 |
| Russell Hemley | ||||||||||||||
| Department Director | $258,918 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $58,471 | $0 | $317,389 | $0 | $0 | $0 |
| Wendy L Freedman | ||||||||||||||
| Department Director | $248,413 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $43,118 | $0 | $291,531 | $0 | $0 | $0 |
| Christopher B Field | ||||||||||||||
| Department Director | $248,412 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $59,621 | $0 | $308,033 | $0 | $0 | $0 |
| Wolf Frommer | ||||||||||||||
| Department Director | $248,412 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $53,508 | $0 | $301,920 | $0 | $0 | $0 |
| Allan C Spradling | ||||||||||||||
| Department Director | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| George Cody | ||||||||||||||
| Department Director | $167,770 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $41,523 | $0 | $209,293 | $0 | $0 | $0 |
| Richard W Carlson | ||||||||||||||
| Department Director | $181,292 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $39,240 | $0 | $220,532 | $0 | $0 | $0 |
| Sean C Solomon | ||||||||||||||
| Department Director | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Marjorie Burger | ||||||||||||||
| Acting Director of Administration/Finance | $113,700 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $33,607 | $0 | $147,307 | $0 | $0 | $0 |
| Kenneth G Caldeira | ||||||||||||||
| Staff | $197,771 | $0 | $0 | $0 | $50,619 | $0 | $0 | $0 | $48,847 | $0 | $297,237 | $0 | $0 | $0 |
| Ho K Mao | ||||||||||||||
| Staff | $240,630 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $53,852 | $0 | $294,482 | $0 | $0 | $0 |
| Matthew Johns | ||||||||||||||
| Staff | $218,049 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $49,766 | $0 | $267,815 | $0 | $0 | $0 |
| Carl R Sherman | ||||||||||||||
| Staff | $209,131 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $50,852 | $0 | $259,983 | $0 | $0 | $0 |
| Erik H Hauri | ||||||||||||||
| Staff | $204,334 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $45,620 | $0 | $249,954 | $0 | $0 | $0 |
| Patrick J McCarthy | ||||||||||||||
| Staff | $192,620 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $42,828 | $0 | $235,448 | $0 | $0 | $0 |
| Joseph G Gall | ||||||||||||||
| Staff | $196,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $44,926 | $0 | $240,926 | $0 | $0 | $0 |
| Ronald E Cohen | ||||||||||||||
| Staff | $187,449 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $34,652 | $0 | $222,101 | $0 | $0 | $0 |
| Mark Phillips | ||||||||||||||
| Staff | $186,833 | $0 | $0 | $0 | $7,920 | $0 | $0 | $0 | $52,529 | $0 | $247,282 | $0 | $0 | $0 |
| Ramon J Dinneny | ||||||||||||||
| Staff | $147,798 | $0 | $0 | $0 | $31,648 | $0 | $0 | $0 | $33,188 | $0 | $212,634 | $0 | $0 | $0 |
| Anna M Michalak | ||||||||||||||
| Staff | $164,425 | $0 | $0 | $0 | $39,213 | $0 | $0 | $0 | $22,666 | $0 | $226,304 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Social club - Carnegie provides its President a membership to a social club used for business related purposes. Housing allowance - Carnegie's policies include a provision for housing subsidies in high-cost areas for qualifying staff members. |
| Schedule J, Part II | See Statement 6. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Business Name Line2IssuerName/BusinessNameLine2 | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|---|
| Maryland Health & Higher Educational Facilities | |||||||||
| A | Authority (MHHEFA) on behalf of Carnegie | 520936091 | 574217JB2 | 2010-02-04 | $30,580,000 | Refund prior MHHEFA bonds issued to construct & equip new facility. | 0 | 0 | 0 |
| California Educational Facilities Authority (CEFA) | |||||||||
| B | on behalf of Carnegie Institution of Washington | 521705592 | 130178VS2 | 2010-03-24 | $34,525,000 | Refund prior CEFA bonds issued to finance telescope proj and renovate facilities. | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $30,505,440 | $0 | $0 | $0 | $553,594 | $0 | $0 | $30,000,000 | $0 | $0 | 2005 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $0 | $0 | $36,365,183 | $0 | $0 | $0 | $565,183 | $0 | $0 | $35,800,000 | $0 | $15,698 | 2003 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part II, Line 7-02/04/2010 30,580,000 Maryland Health & Higher Educational Facilities | This issue was used to refund prior MHHEFA bonds of $30 million issued in October, 2002, the proceeds of which were used to construct and equip a new facility for Carnegie's Department of Embryology on the Johns Hopkins Homewood Campus in Baltimore, Maryland. Construction began in April 2003 and the facility was occupied in September 2005. The 2010 series was issued at a discount of $74,561 and amounts borrowed in excess of $30 million were used to cover issuance costs. series was issued at a discount of $74,561 and amounts borrowed in excess of $30 million were used to cover issuance costs. |
| Schedule K, Part II, Line 7-03/24/2010 34,525,000 California Educational Facilities Authority (CEFA) | This issue was used to refund $17.5 million of 1993 Series B California Educational Facilities Authority Revenue tax exempt bonds and $18.3 million of 2006 Series A CEFA Refunding Revenue tax-exempt bonds which refunded all outstanding 1993 Series A California Educational Facilities Authority Revenue tax exempt bonds. 1993 Series A & B bonds were used to finance the Magellan telescope project and the renovation of the facilities of the Observatories at Pasadena. The telescope project was completed in 2003. The 2010 Series was issued at a premium of $1,840,183 and amounts in excess of $35.8 million were used to cover issuance costs. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merit Energy Company | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Trustee, William Gayden | RelationshipDescriptionTxt |
| Transaction | $8,387,683 | TransactionAmt |
| Transaction | Contributions to Merit Investments | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $622,851 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | In Kind Donation | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $330,748 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32b | FormAndLineReferenceDesc |
| Explanation | The organization uses its custodial bank, State Street, to process and sell stock contributions received from donors. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a | planets Carnegie is a world-renowned center for petrology - study of rocks. It is also a world leader in high-pressure and high-temperature physics making significant contributions to both Earth and material sciences. Carnegie scientists are part of an interdisciplinary effort to investigate how life evolved on this planet and determine its potential for existing elsewhere. With various partners, Carnegie has launched a new multi-disciplinary, international initiative dedicated to achieving a transformational understanding of Earth's deep carbon cycle, including its poorly constrained reservoirs and fluxes, unknown role of deep biology, and unexplored influences of the deep carbon cycle on critical societal concerns related to energy, environment, and climate. Carnegie astronomers, unlike most in their filed, design and build their own instruments to capture the secrets of space. They are tracing the evolution of the universe from the spark of the Big Bang through star and galaxy formation, exploring the structure of the universe, and probing the mysteries of dark matter, dark energy, and the ever-accelerating rate at which the universe is expanding. Carnegie operated telescopes in Las Campanas Chile, at which a large part of the research is conducted, and is part of a consortium that has undertaken to design, construct and operate a telescope known as the Giant Magellan Telescope that, when complete, will be among the world's largest groundbased optical/infrared facilities. Carnegie research also includes interdisciplinary teams of astronomers and astrophysicists, geophysicists and geochemists, cosmochemists and planetary scientists. These teams are discovering planets outside our solar system, determining the age and structure of the universe, and studying the causes of earthquakes and volcanoes. Using innovative approaches to research on global ecology, Carnegie scientists are picking apart the complicated interactions of Earth's land, atmosphere, and oceans to understand how global systems operate. With a wide range of powerful tools--from satellites to the instruments of molecular biology-these scientists explore issues such as the global carbon cycle, the role of land and oceanic ecosystems, and much more. These ecologists also play an active role in the public arena, from serving on international panels investigating climate change to promoting satellite imagery for the discovery of environmental hotspots. |
| Form 990, Part VI, Section B, Line 11b | The entire Board received a copy of the proposed filing by electronic means before it was submitted to the IRS. Any individual Board member who wished to make a comment concerning the filing provided comments to the Chair of the Audit Committee and the President prior to the filing. The Audit Committee reviewed the proposed filing in two steps. First, prior to the filing, the Committee received the form for detailed review and discussed the submission at a meeting of the Audit Committee. The Committee was asked, in particular, to review key governance and policy responses to assure the information accurately describes the Board's governance and fiduciary responsibilities. Any comments from the Committee were provided to the President so that any necessary revisions could be made. Second, within six months after the filing, the Audit Committee will provide the full board with any recommendations for future changes to the Form 990 submission and/or the Institution's policies or procedures. |
| Form 990, Part VI, Section B, Line 12c | Each year the Board of Trustees and key officers receive a conflict of interest package to complete that includes the Institution's policy, an updated list of organizations through which the Institution invests, and other information. Individuals receiving the package are required to respond by completing a signed, dated form. All conflicts of interest forms are collected by the Assistant Secretary to the Board and provided to Director, Administration and Finance. The Director, Administration and Finance, consults with the Institution's outside counsel concerning any issues and required follow-up resulting from the review. Required actions are fact specific. |
| Form 990, Part VI, Section B, Line 15 | The Employee Affairs Committee of the Board of Trustees annually conducts a review of the compensation of the Director, Administration and Finance. The review includes comparability data prepared by the Manager of Human Resources and Insurance. The results of the review are documented in the minutes of the meeting of the Committee. The Executive Committee of the Board of Trustees conducts a review of the compensation of the President and an independent compensation review was conducted by a third party consultant. |
| Form 990, Part VI, Section C, Line 19 | The governing documents, audited financial statements, and employee conflict of interest policy are available on our website www.ciw.edu. The trustee conflict of interest policy is available upon written request. |
| Form 990, Part XI, Line 9 | $2,440,448 pension related changes other than net periodic postretirement benefit cost consists of $2,422,448 unrecognized net actuarial loss and $18,000 unrecognized prior service cost for the year ending June 30, 2014. |