CARNEGIE MELLON UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CARNEGIE MELLON UNIVERSITY (EIN 25-0969449)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201411349349300031
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T07:34:17-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251408703 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250969449 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE MELLON UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARN | NameControl |
| Phone | 4122685904 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 FORBES AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15213 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMIR RAHNAMAY-AZAR | Name |
| Title | VP FOR FINANCE & CFO | Title |
| Phone | 4122685904 | Phone |
| Date Signed | 2014-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN M KIRSCH | Name |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR SUBRA SURESH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 FORBES AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15213 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1723153273 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CMU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1900 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | HIGHER EDUCATION AND RESEARCH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 68 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 58 | NbrIndependentVotingMembers |
| Total Nbr Employees | 13253 | TotalNbrEmployees |
| Total Nbr Volunteers | 66 | TotalNbrVolunteers |
| Total Gross UBI | 3000569 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 508148955 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 513377037 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 599350503 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 644331422 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 60084624 | InvestmentIncomePriorYear |
| Investment Income Current Year | 62408602 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 18445709 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11616778 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1186029791 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1231733839 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 158997505 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 164256855 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 609353772 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 639803589 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 477607 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 517364 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 16802588 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 301062177 | OtherExpensePriorYear |
| Other Expenses Current Year | 313199838 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1069891061 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1117777646 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 116138730 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 113956193 | RevenuesLessExpensesCY |
| Total Assets BOY | 2362606939 | TotalAssetsBOY |
| Total Assets EOY | 2587518108 | TotalAssetsEOY |
| Total Liabilities BOY | 741023031 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 783906240 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1621583908 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1803611868 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO CREATE AND DISSEMINATE KNOWLEDGE AND ART THROUGH RESEARCH AND CREATIVE INQUIRY, TEACHING, AND LEARNING AND TO TRANSFER OUR INTELLECTUAL AND ARTISTIC PRODUCT TO ENHANCE SOCIETY IN MEANINGFUL AND SUSTAINABLE WAYS.TO SERVE OUR STUDENTS BY TEACHING THEM PROBLEM SOLVING, LEADERSHIP AND TEAMWORK SKILLS, AND THE VALUE OF COMMITMENT TO QUALITY, ETHICAL BEHAVIOR, AND RESPECT FOR OTHERS.TO ACHIEVE THESE ENDS BY PURSUING THE ADVANTAGES OF A DIVERSE AND RELATIVELY SMALL UNIVERSITY COMMUNITY, OPEN TO THE EXCHANGE OF IDEAS WHERE DISCOVERY, CREATIVITY, AND PERSONAL AND PROFESSIONAL DEVELOPMENT FLOURISH. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 541882738 | Expense |
| Grants | 127081978 | Grants |
| Revenue | 569932315 | Revenue |
| Description | INSTRUCTION:CARNEGIE MELLON IS A HYBRID OF A TECHNICAL INSTITUTE, FINE-ARTS CONSERVATORY AND TRADITIONAL RESEARCH UNIVERSITY, HAVING EVOLVED IN RESPONSE TO EMERGING SOCIAL NEEDS AND INTELLECTUAL DEVELOPMENT OF THE PAST CENTURY. UNITING TECHNOLOGY AND ARTS, FUSING THE PRACTICAL WITH THE IMAGINATIVE, MAINTAINING ITS EDUCATIONAL EMPHASIS ON DEVELOPING SKILLS TO SOLVE PROBLEMS.INCLUDES 7 COLLEGES AND SCHOOLS OFFERING DEGREE PROGRAMS AND MORE THAN 100 MAJORS AND MINORS TO APPROXIMATELY 12,000 UNDERGRADUATES, GRADUATES AND DOCTORAL STUDENTS. INSTRUCTION INCLUDES ACADEMIC SUPPORT AND STUDENT SERVICES.CARNEGIE MELLON HAS ITS MAIN CAMPUS IN PITTSBURGH, SATELLITE CAMPUSES IN SILICON VALLEY AND DOHA, QATAR, AND DEGREE-GRANTING PROGRAMS AROUND THE WORLD, INCLUDING AUSTRALIA, JAPAN, PORTUGAL, RWANDA AND LATIN AMERICA.NATIONALLY AND GLOBALLY, CARNEGIE MELLON HAS BECOME A MAJOR VOICE OF CONNECTIVITY IN TECHNOLOGY, EXPANSION OF EDUCATIONAL OPPORTUNITY AND ECONOMIC DEVELOPMENT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 360150385 | Expense |
| Grants | 37174877 | Grants |
| Revenue | 0 | Revenue |
| Description | RESEARCH:CARNEGIE MELLON HOLDS A PROUD VISION OF ITSELF AS A DISTINCTIVE AND DIFFERENT KIND OF RESEARCH UNIVERSITY WHERE NATIONALLY RECOGNIZED PROGRAMS FROM ACROSS THE LEADING DISCIPLINES, FROM COMPUTING AND ENGINEERING TO FINE ARTS, INTERSECT. IT IS A DECENTRALIZED COMMUNITY OF SCIENTISTS AND INTELLECTUALS, ARTISTS AND POLICYMAKERS, BUSINESS EXPERTS AND POETS. THE DIVERSE AND DECENTRALIZED COMMUNITY THAT CHARACTERIZES CARNEGIE MELLON CULTURE RESTS ON A SET OF CORE UNDERPINNINGS AND A STRONG COMMITMENT TO REAL-WORLD PROBLEM SOLVING, INTERDISCIPLINARY COLLABORATION AND HARD WORK, COMBINED WITH JOIE DE VIVRE.EACH OF THESE REQUIRES CONNECTIONS AMONG ENGINEERING, SCIENCE, POLICY AND MANAGEMENT AND THE ARTS. BASIC RESEARCH IS PERFORMED IN ALL 7 COLLEGES, SCHOOLS, AND THE SOFTWARE ENGINEERING INSTITUTE. CARNEGIE MELLON IS ALSO THE HOME OF NUMEROUS RESEARCH INSTITUTES AND CENTERS FOCUSING ON SOME OF THE WORLD'S GREATEST CHALLENGES.CARNEGIE MELLON'S RESEARCH-INTENSIVE ENVIRONMENT PROVIDES A RICH SETTING FOR THE UNIVERSITY'S EDUCATIONAL OFFERINGS AND ASPIRATIONS. THE SEARCH FOR NEW KNOWLEDGE AND A SPIRIT OF ONGOING CRITICAL INQUIRY ARE THE IDEALS THAT PERMEATE ITS APPROACH TO TEACHING AND ITS EXPECTATIONS FOR WHAT STUDENTS WILL ACHIEVE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 94877942 | Expense |
| Grants | 0 | Grants |
| Revenue | 51991489 | Revenue |
| Description | AUXILIARY SERVICES:SERVICES TO SUPPORT THE INSTRUCTION AND RESEARCH FUNCTIONS OF THE UNIVERSITY. THESE SERVICES INCLUDE HOUSING, DINING SERVICES, PARKING, BOOKSTORE, PRINTING, TELECOMMUNICATIONS, AND OTHER SERVICES RELATED TO THE DELIVERY OF EDUCATION. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16759260 | Expense |
| Grants | 0 | Grants |
| Revenue | 22152428 | Revenue |
| Description | OTHER PROGRAM SERVICES:OTHER FEES AND MEMBERSHIPS, EXTERNAL SUPPORT AND SERVICES AND OTHER MISCELLANEOUS PROGRAM SERVICE REVENUE THAT SUPPORTS THE INSTRUCTION, RESEARCH, AND AUXILIARY FUNCTIONS OF THE UNIVERSITY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 16759260 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 22152428 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 1013670325 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 18289 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 13253 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | AS | NameOfForeignCountry |
| Name Of Foreign Country | GM | NameOfForeignCountry |
| Name Of Foreign Country | QA | NameOfForeignCountry |
| Name Of Foreign Country | RW | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 68 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 58 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH MILAVEC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4122685904 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 FORBES AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15213 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (93 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN R BERTUCCI | ||||||||||
| LIFE TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | ||||
| FRANK BRUNCKHORST | ||||||||||
| LIFE TRUSTEE | 3.00 | 0.00 | X | 0 | 0 | 0 | ||||
| ERROLL B DAVIS JR | ||||||||||
| LIFE TRUSTEE | 0.50 | 0.00 | X | 0 | 0 | 0 | ||||
| LINDA A DICKERSON | ||||||||||
| LIFE TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | ||||
| PHILIP L DOWD | ||||||||||
| LIFE TRUSTEE | 1.50 | 0.00 | X | 0 | 0 | 0 | ||||
| DINA DUBLON | ||||||||||
| LIFE TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| EDWARD H FRANK | ||||||||||
| LIFE TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | ||||
| YOSHIAKI FUJIMORI | ||||||||||
| LIFE TRUSTEE | 0.50 | 0.00 | X | 0 | 0 | 0 | ||||
| HENRY J GAILLIOT | ||||||||||
| LIFE TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| IRA J GUMBERG | ||||||||||
| LIFE TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| TERESA HEINZ | ||||||||||
| LIFE TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| TORRENCE M HUNT JR | ||||||||||
| LIFE TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| TOD S JOHNSON | ||||||||||
| LIFE TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| PATRICIA ASKWITH KENNER | ||||||||||
| LIFE TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| DAVID M KIRR | ||||||||||
| LIFE TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| JACK E MCGRATH | ||||||||||
| LIFE TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | ||||
| AMBAR PAUL | ||||||||||
| LIFE TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | ||||
| JONATHAN M ROTHBERG | ||||||||||
| LIFE TRUSTEE | 0.50 | 0.00 | X | 0 | 0 | 0 | ||||
| DAVID S SHAPIRA | ||||||||||
| LIFE TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | ||||
| J LEA HILLMAN SIMONDS | ||||||||||
| LIFE TRUSTEE | 0.50 | 0.00 | X | 0 | 0 | 0 | ||||
| JAMES C STALDER | ||||||||||
| LIFE TRUSTEE | 4.00 | 0.00 | X | 0 | 0 | 0 | ||||
| DONALD E STITZENBERG | ||||||||||
| LIFE TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | ||||
| DAVID A TEPPER | ||||||||||
| LIFE TRUSTEE | 0.50 | 0.00 | X | 0 | 0 | 0 | ||||
| MARY ANN ULISHNEY | ||||||||||
| LIFE TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| SUNIL WADHWANI | ||||||||||
| LIFE TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | ||||
| PAULA KAUFFMAN WAGNER | ||||||||||
| LIFE TRUSTEE | 0.50 | 0.00 | X | 0 | 0 | 0 | ||||
| ANDRESS APPOLON | ||||||||||
| TERM TRUSTEE 2013 | 0.50 | 0.00 | X | 0 | 0 | 0 | ||||
| ARISTIDES S CANDRIS | ||||||||||
| TERM TRUSTEE 2013 | 2.00 | 0.00 | X | 0 | 0 | 0 | ||||
| ERIC COOPER | ||||||||||
| TERM TRUSTEE 2013 | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| DAVID COULTER | ||||||||||
| TERM TRUSTEE 2013 | 0.80 | 0.00 | X | 0 | 0 | 0 | ||||
| RUSSELL CROCKETT | ||||||||||
| TERM TRUSTEE 2013 | 2.00 | 0.00 | X | 0 | 0 | 0 | ||||
| HOWARD L ELLIN | ||||||||||
| TERM TRUSTEE 2013 | 2.00 | 0.00 | X | 0 | 0 | 0 | ||||
| DIRK GATES | ||||||||||
| TERM TRUSTEE 2013 | 0.50 | 0.00 | X | 0 | 0 | 0 | ||||
| BRUCE M MCWILLIAMS | ||||||||||
| TERM TRUSTEE 2013 | 3.00 | 0.00 | X | 0 | 0 | 0 | ||||
| MANOJ P SINGH | ||||||||||
| TERM TRUSTEE 2013 | 2.00 | 0.00 | X | 0 | 0 | 0 | ||||
| JOEL P ADAMS | ||||||||||
| TERM TRUSTEE 2014 | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| JEANNE CUNICELLI | ||||||||||
| TERM TRUSTEE 2014 | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| FRANCISCO B D'SOUZA | ||||||||||
| TERM TRUSTEE 2014 | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| JAMES GIANOPULOS | ||||||||||
| TERM TRUSTEE 2014 | 0.50 | 0.00 | X | 0 | 0 | 0 | ||||
| LARRY E JENNINGS JR | ||||||||||
| TERM TRUSTEE 2014 | 0.50 | 0.00 | X | 0 | 0 | 0 | ||||
| CANDACE MATTHEWS | ||||||||||
| TERM TRUSTEE 2014 | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| DAVID MCCORMICK | ||||||||||
| TERM TRUSTEE 2014 | 0.20 | 0.00 | X | 0 | 0 | 0 | ||||
| WILLIAM L MEANEY | ||||||||||
| TERM TRUSTEE 2014 | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| ATTILA MOLNAR | ||||||||||
| TERM TRUSTEE 2014 | 3.00 | 0.00 | X | 0 | 0 | 0 | ||||
| ROY SHANKER | ||||||||||
| TERM TRUSTEE 2014 | 1.80 | 0.00 | X | 0 | 0 | 0 | ||||
| AJIT SHETTY | ||||||||||
| TERM TRUSTEE 2014 | 0.50 | 0.00 | X | 0 | 0 | 0 | ||||
| LIP-BU TAN | ||||||||||
| TERM TRUSTEE 2014 | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| THOMAS TULL | ||||||||||
| TERM TRUSTEE 2014 | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| LUIS H BALL | ||||||||||
| TERM TRUSTEE 2015 | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| EVAN S FRAZIER | ||||||||||
| TERM TRUSTEE 2015 | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| ROY W HALEY | ||||||||||
| TERM TRUSTEE 2015 | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| OSCAR HARRIS JR | ||||||||||
| TERM TRUSTEE 2015 | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| ERREN LESTER | ||||||||||
| TERM TRUSTEE 2015 | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| J MICHAEL MCQUADE | ||||||||||
| TERM TRUSTEE 2015 | 1.20 | 0.00 | X | 0 | 0 | 0 | ||||
| ANNE M MOLLOY | ||||||||||
| TERM TRUSTEE 2015 | 1.30 | 0.00 | X | 0 | 0 | 0 | ||||
| DAVID L PORGES | ||||||||||
| TERM TRUSTEE 2015 | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| LUKE SKURMAN | ||||||||||
| TERM TRUSTEE 2015 | 2.00 | 0.00 | X | 0 | 0 | 0 | ||||
| ROHET TOLANI | ||||||||||
| TERM TRUSTEE 2015 | 0.10 | 0.00 | X | 0 | 0 | 0 | ||||
| CAROL A WILLIAMS | ||||||||||
| TERM TRUSTEE 2015 | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| STEVEN PRICE | ||||||||||
| EX-OFFICIO TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| LUKE RAVENSTAHL | ||||||||||
| EX-OFFICIO TRUSTEE | 0.50 | 0.00 | X | 0 | 0 | 0 | ||||
| DARLENE HARRIS | ||||||||||
| EX-OFFICIO TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| GORDON RULE | ||||||||||
| EX-OFFICIO TRUSTEE/CHAIR OF FACULTY SENATE | 40.00 | 0.00 | X | 162106 | 0 | 42565 | ||||
| ANTOINETTE TONI UNGARETTI | ||||||||||
| EX-OFFICIO TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| RAYMOND J LANE | ||||||||||
| CHAIRMAN/LIFE TRUSTEE | 3.00 | 0.00 | X | 0 | 0 | 0 | X | |||
| E KEARS POLLOCK | ||||||||||
| VICE CHAIRMAN/LIFE TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | X | |||
| JAMES E ROHR | ||||||||||
| VICE CHAIRMAN/LIFE TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | X | |||
| JARED L COHON | ||||||||||
| PRESIDENT/EX-OFFICIO TRUSTEE | 40.00 | 1.00 | X | 795508 | 0 | 95164 | X | |||
| MARK S KAMLET | ||||||||||
| EXEC. VICE PRESIDENT AND PROVOST | 40.00 | 5.00 | 750383 | 0 | 49506 | X | ||||
| MARY JO DIVELY | ||||||||||
| VICE PRESIDENT/GENERAL COUNSEL | 40.00 | 0.00 | 394863 | 0 | 38084 | X | ||||
| DEBORAH MOON SHAFFER | ||||||||||
| V.P. OF FINANCE/CFO(EXIT 10/12) | 40.00 | 0.00 | 686019 | 0 | 250509 | X | ||||
| ELIZABETH A MILAVEC | ||||||||||
| ASST, TREAS./ASSOC VP AND CONTROLLER | 40.00 | 2.00 | 200800 | 0 | 35092 | X | ||||
| JAY S CALHOUN | ||||||||||
| TREASURER | 40.00 | 0.00 | 203996 | 0 | 45685 | X | ||||
| CHERYL M HAYS | ||||||||||
| SECRETARY | 40.00 | 0.00 | 271700 | 0 | 25841 | X | ||||
| KAREN T KHAN | ||||||||||
| ASSISTANT SECRETARY | 40.00 | 0.00 | 74425 | 0 | 15053 | X | ||||
| MICHAEL C MURPHY | ||||||||||
| VICE PRESIDENT FOR CAMPUS AFFAIRS | 40.00 | 0.00 | 269841 | 0 | 34864 | X | ||||
| ROBBEE B KOSAK | ||||||||||
| VP FOR UNIV. ADVANCEMENT | 40.00 | 0.00 | 434168 | 0 | 35379 | X | ||||
| CHARLES A KENNEDY | ||||||||||
| CHIEF INVESTMENT OFFICER | 40.00 | 0.00 | 346664 | 0 | 36919 | X | ||||
| RANDAL E BRYANT | ||||||||||
| DEAN, SCHOOL OF COMPUTER SCIENCE | 40.00 | 0.00 | 320196 | 0 | 35886 | X | ||||
| PAUL D NIELSEN | ||||||||||
| CEO/DIRECTOR SEI | 40.00 | 0.00 | 507362 | 0 | 24995 | X | ||||
| PRADEEP K KHOSLA | ||||||||||
| DEAN/CARNEGIE INSTITUTE(EXIT 9/12) | 40.00 | 0.00 | 312122 | 0 | 31935 | X | ||||
| ILKER BAYBARS | ||||||||||
| DEAN/ QATAR CAMPUS | 40.00 | 0.00 | 891175 | 0 | 67442 | X | ||||
| RICHARD MUNDY | ||||||||||
| CHIEF OPERATING OFFICER-QATAR | 40.00 | 0.00 | 516823 | 0 | 35537 | X | ||||
| ROBERT DAMMON | ||||||||||
| DEAN/ TEPPER SCHOOL OF BUSINESS | 40.00 | 0.00 | 530928 | 0 | 32658 | X | ||||
| BRUCE KROGH | ||||||||||
| DIRECTOR OF CMU, RWANDA | 40.00 | 0.00 | 444664 | 0 | 31700 | X | ||||
| KRZYSZTOF MATYJASZEWSKI | ||||||||||
| J.C. WARNER PROF OF NAT SCI, CHEM | 40.00 | 0.00 | 461222 | 0 | 38248 | X | ||||
| RICHARD D MCCULLOUGH | ||||||||||
| VP OF RESEARCH (FORMER OFFICER) | 40.00 | 0.00 | 287583 | 0 | 34881 | X | ||||
| GLORIANA ST CLAIR | ||||||||||
| DEAN/UNIV.LIBRARIES (FMR KEY EMPL) | 40.00 | 0.00 | 217318 | 0 | 23175 | X | ||||
| MARK WESSEL | ||||||||||
| PROFESSOR (FORMER KEY EMPLOYEE) | 40.00 | 0.00 | 128762 | 0 | 18871 | X | ||||
| FREDERICK J GILMAN-DEAN MELLON | ||||||||||
| COLLEGE OF SCIENCE (FMR KEY EMPL) | 40.00 | 0.00 | 331265 | 0 | 35917 | X | ||||
| JAMES H MORRIS | ||||||||||
| PROFESSOR (FORMER KEY EMPLOYEE) | 40.00 | 0.00 | 233769 | 0 | 36064 | X | ||||
| JOHN P LEHOCZKY | ||||||||||
| DEAN /DIETRICH H&SS (FMR KEY EMPL) | 40.00 | 0.00 | 349497 | 0 | 32937 | X | ||||
| HILARY ROBINSON | ||||||||||
| PROFESSOR (FMR KEY EMPLOYEE) | 40.00 | 0.00 | 160192 | 0 | 19420 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 10283351 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1204327 | TotalOtherCompensation |
| Number Individuals GT100 K | 1240 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CULINART INCAMERISOURCE FUNDING INC | |||||
| 7225 LANGTRY | HOUSTON | TX | 77040 | DINING SERVICES | 10864063 |
| ISS FACILITY SERVICES INC | |||||
| 425 SIXTH AVENUE SUITE 1640 | PITTSBURGH | PA | 15219 | CLEANING SERVICES | 6849281 |
| MOSITES CONSTRUCTION | |||||
| 4839 CAMPBELLS RUN ROAD | PITTSBURGH | PA | 15205 | CONSTRUCTION | 3714726 |
| ACCENTURE LLP | |||||
| 7 PARKWAY CTR | PITTSBURGH | PA | 15220 | CONSULTING | 3597882 |
| MASCARO CONSTRUCTION CO LP | |||||
| 1720 METROPOLITAN STREET | PITTSBURGH | PA | 15233 | CONSTRUCTION | 3377308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 158 | NumberOfContractorsGT100K |
| Government Grants | 361634052 | GovernmentGrants |
| All Other Contributions | 151742985 | AllOtherContributions |
| Noncash Contributions | 21052033 | NoncashContributions |
| Total Contributions | 513377037 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION | 900099 | 569932315 | 569932315 | |
| AUXILIARY SERVICES | 611710 | 52246679 | 51991489 | 255190 |
| OTHER PROGRAM SERVICES | 900099 | 22152428 | 22152428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 644331422 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17622872 | TotalRevenueColumn |
| Unrelated Business Revenue | 2496072 | UnrelatedBusinessRevenue |
| Exclusion | $15,126,800 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7694880 | TotalRevenueColumn |
| Exclusion | $7,694,880 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 252297 | Real |
| Personal | 295573 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 273444 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -21147 | Real |
| Personal | 295573 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 274426 | TotalRevenueColumn |
| Unrelated Business Revenue | 39681 | UnrelatedBusinessRevenue |
| Exclusion | $234,745 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 531869456 | Securities |
| Other | 494142 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 486855234 | Securities |
| Other | 722634 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 45014222 | Securities |
| Other | -228492 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44785730 | TotalRevenueColumn |
| Exclusion | $44,785,730 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 7215594 | GrossSalesOfInventory |
| Cost Of Goods Sold | 3568122 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3647472 | TotalRevenueColumn |
| Unrelated Business Revenue | 209626 | UnrelatedBusinessRevenue |
| Exclusion | $3,437,846 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1231733839 | TotalRevenueColumn |
| Related Or Exempt Function Income | 644076232 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3000569 | UnrelatedBusinessRevenue |
| Exclusion | $71,280,001 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37174877 | Total |
| Program Services | 37174877 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119349064 | Total |
| Program Services | 119349064 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7732914 | Total |
| Program Services | 7732914 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6317042 | Total |
| Program Services | 1169604 | ProgramServices |
| Management And General | 4370001 | ManagementAndGeneral |
| Fundraising | 777437 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1709598 | Total |
| Program Services | 1618883 | ProgramServices |
| Fundraising | 90715 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 518599531 | Total |
| Program Services | 479922227 | ProgramServices |
| Management And General | 29784338 | ManagementAndGeneral |
| Fundraising | 8892966 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31425284 | Total |
| Program Services | 27360243 | ProgramServices |
| Management And General | 3362310 | ManagementAndGeneral |
| Fundraising | 702731 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53285393 | Total |
| Program Services | 50117746 | ProgramServices |
| Management And General | 1863363 | ManagementAndGeneral |
| Fundraising | 1304284 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28466741 | Total |
| Program Services | 24634223 | ProgramServices |
| Management And General | 3175414 | ManagementAndGeneral |
| Fundraising | 657104 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4909997 | Total |
| Program Services | 3087027 | ProgramServices |
| Management And General | 1822970 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1576875 | Total |
| Program Services | 107012 | ProgramServices |
| Management And General | 1469863 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 454992 | Total |
| Program Services | 454992 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 517364 | Total |
| Fundraising | 517364 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3015466 | Total |
| Management And General | 3015466 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22715396 | Total |
| Program Services | 17499385 | ProgramServices |
| Management And General | 3904708 | ManagementAndGeneral |
| Fundraising | 1311303 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2863657 | Total |
| Program Services | 2100653 | ProgramServices |
| Management And General | 758669 | ManagementAndGeneral |
| Fundraising | 4335 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24747930 | Total |
| Program Services | 21535022 | ProgramServices |
| Management And General | 2664438 | ManagementAndGeneral |
| Fundraising | 548470 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18901120 | Total |
| Program Services | 16769668 | ProgramServices |
| Management And General | 1876062 | ManagementAndGeneral |
| Fundraising | 255390 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1072875 | Total |
| Program Services | 1072875 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47339124 | Total |
| Program Services | 42456594 | ProgramServices |
| Management And General | 4864762 | ManagementAndGeneral |
| Fundraising | 17768 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31222928 | Total |
| Program Services | 28345863 | ProgramServices |
| Management And General | 2071840 | ManagementAndGeneral |
| Fundraising | 805225 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4980 | Total |
| Program Services | 4980 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11632013 | Total |
| Program Services | 10414294 | ProgramServices |
| Management And General | 875042 | ManagementAndGeneral |
| Fundraising | 342677 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11059390 | Total |
| Program Services | 10701154 | ProgramServices |
| Management And General | 358236 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53888260 | Total |
| Program Services | 50045180 | ProgramServices |
| Management And General | 3843080 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2097116 | Total |
| Program Services | 1789105 | ProgramServices |
| Management And General | 308011 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICE OPERATIONS | 16670815 | 16456809 | 214006 | |
| INFORMATION RESOURCES | 8677699 | 8555537 | 66410 | 55752 |
| NON-CAPITAL EQUIPMENT | 6199575 | 4705699 | 1492461 | 1415 |
| FABRICATED EQUIPMENT | 3705015 | 3699139 | 5876 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40444615 | Total |
| Program Services | 24789556 | ProgramServices |
| Management And General | 15137407 | ManagementAndGeneral |
| Fundraising | 517652 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1117777646 | Total |
| Program Services | 1013670325 | ProgramServices |
| Management And General | 87304733 | ManagementAndGeneral |
| Fundraising | 16802588 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59477 | BOY |
| EOY | 57277 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161901735 | BOY |
| EOY | 131129030 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144687091 | BOY |
| EOY | 148912530 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52685605 | BOY |
| EOY | 50023934 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197144 | BOY |
| EOY | 9216953 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2624942 | BOY |
| EOY | 2574409 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11630862 | BOY |
| EOY | 15535933 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1380883925 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 683694827 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 689097175 | BOY |
| EOY | 697189098 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 572615282 | BOY |
| EOY | 733553965 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 700221011 | BOY |
| EOY | 712811689 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26886615 | BOY |
| EOY | 86513290 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2362606939 | BOY |
| EOY | 2587518108 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105580380 | BOY |
| EOY | 105652292 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91689020 | BOY |
| EOY | 100917302 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 418840380 | BOY |
| EOY | 476828703 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33964312 | BOY |
| EOY | 27220038 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90948939 | BOY |
| EOY | 73287905 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 741023031 | BOY |
| EOY | 783906240 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 671238716 | BOY |
| EOY | 743104871 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 402433217 | BOY |
| EOY | 484421400 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 547911975 | BOY |
| EOY | 576085597 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1621583908 | BOY |
| EOY | 1803611868 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2362606939 | BOY |
| EOY | 2587518108 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 113956193 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 55705202 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | 1225253 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 11141312 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 454992 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 454992 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1117322654 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1117777646 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 396056 | CurrentYearMinus3 |
| Current Year Minus2 | 409724 | CurrentYearMinus2 |
| Current Year Minus1 | 425831 | CurrentYearMinus1 |
| Current Year | 454992 | CurrentYear |
| Total | 1686603 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 22000 | RevenuesIncluded |
| Assets In Part X | 5456015 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 985941144 | BeginningOfYearBalance |
| Contributions | 38204270 | Contributions |
| Investment Earnings Or Losses | 96048173 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10321487 | GrantsOrScholarships |
| Other Expenditures | 33981202 | OtherExpenditures |
| Administrative Expenses | 1422688 | AdministrativeExpenses |
| End Of Year Balance | 1074468210 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1016165364 | BeginningOfYearBalance |
| Contributions | 21673502 | Contributions |
| Investment Earnings Or Losses | -5097016 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10587113 | GrantsOrScholarships |
| Other Expenditures | 34925046 | OtherExpenditures |
| Administrative Expenses | 1288547 | AdministrativeExpenses |
| End Of Year Balance | 985941144 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 814125852 | BeginningOfYearBalance |
| Contributions | 31589202 | Contributions |
| Investment Earnings Or Losses | 221701643 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 11613363 | GrantsOrScholarships |
| Other Expenditures | 38194929 | OtherExpenditures |
| Administrative Expenses | 1443039 | AdministrativeExpenses |
| End Of Year Balance | 1016165366 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 753208399 | BeginningOfYearBalance |
| Contributions | 20329234 | Contributions |
| Investment Earnings Or Losses | 93475815 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 11479877 | GrantsOrScholarships |
| Other Expenditures | 39865024 | OtherExpenditures |
| Administrative Expenses | 1542695 | AdministrativeExpenses |
| End Of Year Balance | 814125852 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1067727859 | BeginningOfYearBalance |
| Contributions | 19538306 | Contributions |
| Investment Earnings Or Losses | -282444678 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10827112 | GrantsOrScholarships |
| Other Expenditures | 39247260 | OtherExpenditures |
| Administrative Expenses | 1538716 | AdministrativeExpenses |
| End Of Year Balance | 753208399 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.21290 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.48790 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.29920 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 45681769 | OtherCostOrOtherBasis |
| Book Value | 45681769 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 970789365 | OtherCostOrOtherBasis |
| Depreciation | 454104609 | Depreciation |
| Book Value | 516684756 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14456719 | OtherCostOrOtherBasis |
| Depreciation | 9259236 | Depreciation |
| Book Value | 5197483 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 250797386 | OtherCostOrOtherBasis |
| Depreciation | 169345474 | Depreciation |
| Book Value | 81451912 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 99158686 | OtherCostOrOtherBasis |
| Depreciation | 50985508 | Depreciation |
| Book Value | 48173178 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 697189098 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| REAL ESTATE | 74037526 | F |
| VENTURE CAPITAL & PRIVATE EQUITY | 342244805 | F |
| AGGRESSIVE, DISTRESSED & ARBITRAGE FIXED INCOME | 43453266 | F |
| NATURAL RESOURCES | 81932443 | F |
| HEDGE FUNDS | 169480963 | F |
| LOCAL REGION | 1662686 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 712811689 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (12 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SEI ODE LIABILITY | $134,511 |
| CONTRACT RETENTIONS | $399,080 |
| GATE STUDENT LOAN PROGRAM | $1,332,226 |
| ASSET RETIREMENT OBLIGATION-FIN 47 | $4,892,057 |
| FEDERAL LOAN PROGRAMS & STUDENT DEPOSITS | $14,572,554 |
| ESCHEAT CHECKS PAYABLE | $908,831 |
| PRESENT VALUE OF ANNUITIES DUE | $13,754,949 |
| SWAP AGREEMENTS/CONTRACTS | $34,754,689 |
| FEDERAL, STATE, AND LOCAL TAXES PAYABLE | $922,122 |
| MISC. OTHER LIABILITIES | $114,930 |
| AGENCY FUNDING | $17,010 |
| PV ANNUITIES FOR PROPERTY ACQS | $1,484,946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 73287905 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1206094412 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 55705202 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 10943880 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 35006849 | OtherRevenues |
| Revenue Not Rptd F990 | 101655931 | RevenueNotRptdF990 |
| Revenue Subtotal | 1104438481 | RevenueSubtotal |
| Other Revenues Not Included | 127295358 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 127295358 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1231733839 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1023414024 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 10943880 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 30997267 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 41941147 | ExpensesNotRptdF990 |
| Expenses Subtotal | 981472877 | ExpensesSubtotal |
| Other Expenses Not Included | 136304769 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 136304769 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1117777646 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | WORKS OF FINE OR DECORATIVE ARTS ARE COLLECTED AND EXHIBITED BY CARNEGIE MELLON UNIVERSITY TO ENHANCE THE QUALITY OF LIFE ON CAMPUS, TO STIMULATE EDUCATION AND RESEARCH, AND TO PRESERVE SUCH WORKS FOR POSTERITY. | |
| PART V, LINE 4: | THE CARNEGIE MELLON ENDOWMENT IS A COLLECTION OF INDIVIDUAL FUNDS PRIMARILY ESTABLISHED BY DONORS AND MANAGED BY THE UNIVERSITY AS A POOLED SET OF ASSETS. IN ACCORDANCE WITH THE PENNSYLVANIA ACT 141 AND DONOR INTENT, THE UNIVERSITY SPENDS A PREDETERMINED PORTION OF THE ENDOWMENT INCOME EACH YEAR ON FACULTY SUPPORT, STUDENT SUPPORT, AND GENERAL UNIVERSITY SUPPORT. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | CARNEGIE MELLON PERFORMS AN ANNUAL FIN 48 (ASC 740) ANALYSIS TO ANALYZE ALL TAX POSITIONS AS REQUIRED. FOR THE FISCAL YEAR ENDED JUNE 30, 2013, CARNEGIE MELLON HAS ASSESSED ALL UNCERTAIN TAX POSITIONS AND HAS DETERMINED THEM TO BE IMMATERIAL. THE UNIVERSITY'S STATEMENTS OF FINANCIAL POSITION DO NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| COST OF GOODS SOLD 3,568,122. SUBSIDIARY REVENUE 18,423,913. RENTAL EXPENSE 273,444. CHANGE IN SWAP VALUE NET OF INTEREST EXP 11,156,401. TRANSLATION ADJUSTMENT -187,286. CHANGE IN NET ASSETS DUE TO NONCONTROLLING INTEREST 1,772,255. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| FINANCIAL AID 124,968,535. INVESTMENT MANAGER FEES 3,015,466. LOSS ON SALE OF ASSETS -688,643. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD 12,390,860. SUBSIDIARY EXPENSE 18,332,963. RENTAL EXPENSE 273,444. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| FINANCIAL AID 124,968,535. INVESTMENT MANAGER FEES 3,015,466. INTERNAL SALES REVENUE 8,822,690. TRANSLATION ADJUSTMENT 186,721. LOSS ON SALE OF ASSETS -688,643. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| PART XII - RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH REVENUE PER RETURN AND PART XIII - RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH EXPENSES PER RETURN: LINE 1 OF EACH PART RESPECTIVELY CONSISTS OF CONSOLIDATED NUMBERS FROM THE AUDITED FINANCIAL STATEMENTS AND RECONCILES TO THE STAND-ALONE (SEPARATE BASIS) REVENUE AND EXPENSES AS REPORTED ON THE FORM 990, PART I, LINE 12. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE NON-DISCRIMINATORY POLICY AND STATEMENT OF ASSURANCE APPEARS ON PRINTED MATERIALS USED TO COMMUNICATE WITH PROSPECTIVE AND CURRENT STUDENTS AS WELL AS EMPLOYEES OF CARNEGIE MELLON UNIVERSITY. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | MONETARY GRANTS WERE RECEIVED FROM FEDERAL AND STATE AGENCIES TO PROVIDE ASSISTANCE TO STUDENTS ATTENDING CARNEGIE MELLON UNIVERSITY. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (26 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | INTERNATIONAL STUDIES | 442090 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | INTERNATIONAL STUDIES/PROGRAM SUPPORT | 41545 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | INTERNATIONAL STUDIES | 252100 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | INTERNATIONAL STUDIES | 344927 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | INTERNATIONAL STUDIES | 6179614 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | INTERNATIONAL STUDIES | 472638 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | EDUCATION | 68224 |
| EAST ASIA AND THE PACIFIC | 2 | 43 | PROGRAM SERVICES | EDUCATION | 7192806 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | 3 | PROGRAM SERVICES | EDUCATION | 3795748 |
| MIDDLE EAST AND NORTH AFRICA | 1 | 249 | PROGRAM SERVICES | EDUCATION | 54583947 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 3 | PROGRAM SERVICES | EDUCATION | 315364 |
| RUSSIA & THE NEWLY INDEPENDENT STATES | 0 | 0 | PROGRAM SERVICES | EDUCATION | 156843 |
| SOUTH AMERICA | 0 | 1 | PROGRAM SERVICES | EDUCATION | 162097 |
| SOUTH ASIA | 0 | 7 | PROGRAM SERVICES | EDUCATION | 335166 |
| SUB-SAHARAN AFRICA | 1 | 32 | PROGRAM SERVICES | EDUCATION | 2733104 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 2 | PROGRAM SERVICES | ICARNEGIE GLOBAL LEARNING ACTIVITY | 198014 |
| EAST ASIA AND THE PACIFIC | 0 | 2 | PROGRAM SERVICES | ICARNEGIE GLOBAL LEARNING ACTIVITY | 37323 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 2 | PROGRAM SERVICES | ICARNEGIE GLOBAL LEARNING ACTIVITY | 19632 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | ICARNEGIE GLOBAL LEARNING ACTIVITY | 10024 |
| NORTH AMERICA | 0 | 3 | PROGRAM SERVICES | ICARNEGIE GLOBAL LEARNING ACTIVITY | 114760 |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 0 | 4 | PROGRAM SERVICES | ICARNEGIE GLOBAL LEARNING ACTIVITY | 69997 |
| SOUTH ASIA | 0 | 2 | PROGRAM SERVICES | ICARNEGIE GLOBAL LEARNING ACTIVITY | 29858 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | UNRELATED BUSINESS | UBI EXPENSES | 96568 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PORTFOLIO INVESTMENTS | 292894435 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PORTFOLIO INVESTMENTS | 14955104 | |
| SUB-SAHARAN AFRICA | 0 | 0 | PORTFOLIO INVESTMENTS | 2794659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 2 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 43 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 3 | ContNumberOfOffices |
| Cont Number Of Employees | 310 | ContNumberOfEmployees |
| Total Number Of Offices | 5 | TotalNumberOfOffices |
| Total Number Of Employees | 353 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 14993944 | SubtotalAmountSpent |
| Cont Amount Spent | 373302643 | ContAmountSpent |
| Total Amount Spent | 388296587 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (3 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBCONTRACTS | 438649 | CASH; ELECTRONIC FUND TRANSFER | 0 | N/A | N/A |
| MIDDLE EAST AND NORTH AFRICA | SUBCONTRACTS/PROGRAM SUPPORT | 41545 | CASH; ELECTRONIC FUND TRANSFER | 0 | N/A | N/A |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SUBCONTRACTS | 252100 | CASH; ELECTRONIC FUND TRANSFER | 0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 0 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 15 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (3 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| STUDENT SCHOLARSHIPS | EAST ASIA AND THE PACIFIC | 7 | 344927 | CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNT | N/A | N/A |
| STUDENT SCHOLARSHIPS | MIDDLE EAST AND NORTH AFRICA | 189 | 6179614 | CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNT | N/A | N/A |
| STUDENT SCHOLARSHIPS | SUB-SAHARAN AFRICA | 37 | 472638 | CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNT | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 1 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: CMU DISTRIBUTES LIMITED FINANCIAL AID AND GRANT FUNDS TO STUDENTS AT ITS INTERNATIONAL LOCATIONS PURSUANT TO A STATISTICAL MODEL THAT TAKES INTO ACCOUNT A STUDENT'S INTENDED COLLEGE MAJOR, ACADEMIC AND ARTISTIC TALENTS, NON-ACADEMIC TALENTS AND ABILITIES, AS WELL AS FINANCIAL NEED. SUCH FUNDS ARE TYPICALLY APPLIED DIRECTLY TO THEIR INDIVIDUAL ACCOUNTS IN FURTHERANCE OF THEIR EDUCATION AT CMU. SPONSORED PROJECT FUNDS ARE PASSED THROUGH TO SUB-GRANTEE ORGANIZATIONS BY CARNEGIE MELLON WHEN SUCH SUB-GRANTEE ARRANGEMENTS ARE APPROVED BY THE PRIMARY GRANT SPONSOR. THESE FUNDS ARE MONITORED BY THE OFFICE OF SPONSORED PROJECTS AND SPONSORED PROJECTS ACCOUNTING. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| RUFFALO CODY | ||||||||
| 65 KIRKWOOD N ROAD SW | CEDAR RAPIDS | IA | 52406 | TELEMARKETING SERVICES | 0 | 898323 | 422951 | 475372 |
| WASHBURN & MCGOLDRICK | ||||||||
| 8 CENTURY HILL | LATHAM | NY | 12110 | STRATEGIC PLANNING/ CONSULTING FOR CAMPAIGN | 0 | 0 | 60028 | -60028 |
| THE ADVISORY BOARD CO | ||||||||
| 2445 M ST NW | WASHINGTON | DC | 20037 | STRATEGIC CONSULTING FOR DEVELOPMENT EFFORT | 0 | 0 | 24500 | -24500 |
| GORDON GORDON | ||||||||
| 720 AMBERSON AVE | PITTSBURGH | PA | 15232 | PLANNED GIVING CONSULTING | 0 | 0 | 9885 | -9885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 898323 | TotalGrossReceipts |
| Total Retained By Contractors | 517364 | TotalRetainedByContractors |
| Total Net To Organization | 380959 | TotalNetToOrganization |
| Licensed States | PA | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (170 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1ST RESEARCH LLC | |||||||||||
| 3006 LAFAYETTE BLVD | FREDRICKSBURG | VA | 22408 | 262576030 | N/A | 22750 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| ADAGIO HEALTH INC | |||||||||||
| 960 PENN AVENUE | PITTSBURGH | PA | 15222 | 237104168 | 501(C)(3) | 8451 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| ADVANCED COOLING TECHNOLOGIES INC | |||||||||||
| 1046 NEW HOLLAND AVE | LANCASTER | PA | 17601 | 571146896 | N/A | 58423 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| ADVANCIA CORPORATION | |||||||||||
| 655 RESEARCH PARKWAY SUITE 400 | OKLAHOMA CITY | OK | 73104 | 731168246 | N/A | 51391 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| AIR FORCE INSTITUTE OF TECHNOLOGY | |||||||||||
| 2950 HOBSON WAY BLDG 643 STE 216 | WRIGHT PATTRSON AFB | OH | 454337765 | 311190492 | 501(C)(3) | 18827 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| ALLEGHENY CONFERENCE ON COMMUNITY DEVELOPMENT | |||||||||||
| 11 STANWIX 17TH FLOOR | PITTSBURGH | PA | 15222 | 250965213 | 501(C)(3) | 38000 | 0 | N/A | N/A | PROGRAM SUPPORT | |
| ALLEGHENY INTERMEDIATE UNIT | |||||||||||
| 475 EAST WATERFRONT DR | HOMESTEAD | PA | 15120 | 251425758 | 501(C)(5) | 11093 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| AMERICAN MIDDLE EAST INSTITUTE INC | |||||||||||
| 5 VON LENT PLACE | PITTSBURGH | PA | 15232 | 263562819 | 501(C)(3) | 23000 | 0 | N/A | N/A | PROGRAM SUPPORT | |
| AMERICAN PRODUCTIVITY & QUALITY CENTER (APQC) | |||||||||||
| 123 N POST OAK LN STE 300 | HOUSTON | TX | 770247797 | 742094629 | 501(C)(3) | 181732 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| ANITA BORG INSTITUTE FOR WOMEN AND TECHNOLOGY | |||||||||||
| 1501 PAGE MILL ROAD SUITE MS 1105 | PALO ALTO | CA | 94304 | 770480427 | 501(C)(3) | 5750 | 0 | N/A | N/A | PROGRAM SUPPORT | |
| ANTHRO TRONIX INC | |||||||||||
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| APTIMA INC | |||||||||||
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| ARIZONA STATE UNIVERSITY | |||||||||||
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| FLORIDA STATE UNIVERSITY | |||||||||||
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| GEORGE MASON UNIVERSITY | |||||||||||
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| GEORGE WASHINGTON UNIVERSITY | |||||||||||
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| GEORGETOWN UNIVERSITY | |||||||||||
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| GEORGIA TECH RESEARCH CORP | |||||||||||
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| HONEYBEE ROBOTICS LTD | |||||||||||
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| HONEYWELL INTERNATIONAL INC | |||||||||||
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| JACKSON STATE UNIVERSITY | |||||||||||
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| KICKER STUDIO | |||||||||||
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| LEHIGH UNIVERSITY | |||||||||||
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| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||
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| MOBILE TECHNOLOGIES LLC | |||||||||||
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| MYOMO INC | |||||||||||
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| NASA MANAGEMENT OFFICE | |||||||||||
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| NATIONAL OPINION RESEARCH CENTER | |||||||||||
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| NAVAL MEDICAL CENTER PORTSMOUTH | |||||||||||
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| NEON LABS INC | |||||||||||
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| NEW MEXICO STATE UNIVERSITY | |||||||||||
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| NEW YORK UNIVERSITY | |||||||||||
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| NEXIGHT GROUP LLC | |||||||||||
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| NORTH CAROLINA A&T STATE UNIVERSITY | |||||||||||
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| NORTHWESTERN UNIVERSITY | |||||||||||
| 633 CLARK ST RM G547 | EVANSTON | IL | 60208 | 362167817 | 501(C)(3) | 117212 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| OHIO STATE UNIVERSITY | |||||||||||
| 477 WATTS HALL 2041 COLLEGE ROAD | COLUMBUS | OH | 432101090 | 316025986 | N/A | 82021 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| OREGON STATE UNIVERSITY | |||||||||||
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| PARALLAX INC | |||||||||||
| 599 MENLO DRIVE | ROCKLIN | CA | 95765 | 680136625 | N/A | 58545 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| PENN STATE UNIVERSITY | |||||||||||
| 401 RIDER II BLDG 227 W BEAVER AVE | STATE COLLEGE | PA | 168014819 | 246000376 | 501(C)(3) | 286744 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | STE 401 |
| PHIL BROWN WELDING CORPORATION | |||||||||||
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| PHRONESIS LLC | |||||||||||
| 230 RIDGEWOOD AVE | HAMDEN | CT | 06517 | 452673350 | N/A | 132687 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| PITTSBURGH ARTS & LECTURES INC | |||||||||||
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| PITTSBURGH FILMMAKERS INC | |||||||||||
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| PITTSBURGH PARKS CONSERVANCY | |||||||||||
| 2000 TECHNOLOGY DRIVE NO 300 | PITTSBURGH | PA | 15219 | 232882145 | 501(C)(3) | 5000 | 0 | N/A | N/A | PROGRAM SUPPORT | |
| PITTSBURGH STATE UNIVERSITY | |||||||||||
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| PITTSBURGH TECHNOLOGY COUNCIL | |||||||||||
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| PITTSBURGH VENTURE CAPITAL ASSOCIATION | |||||||||||
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| POWERLOOM | |||||||||||
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| PRATT & MILLER ENGINEERING AND FABRICATION INC | |||||||||||
| 29600 W K SMITH DRIVE | NEW HUDSON | MI | 48165 | 363681684 | N/A | 48237 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| PURDUE UNIVERSITY | |||||||||||
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| RAND CORP | |||||||||||
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| RED LOTUS TECHNOLOGIES INC | |||||||||||
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| REGENTS OF THE UNIV OF CALIFORNIA | |||||||||||
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| RESEARCH FOUNDATION CITY UNIV OF NY | |||||||||||
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| RESEARCH FOUNDATION OF STATE UNIV OF NEW YORK | |||||||||||
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| RESEARCH INSTITUTE AT NATIONWIDE | |||||||||||
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| RHODE ISLAND COLLEGE | |||||||||||
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| SCIENCE APPLICATIONS INTERNATIONAL | |||||||||||
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| SESAME WORKSHOP | |||||||||||
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| SKAION CORP | |||||||||||
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| SMART INFORMATION FLOW TECHNOLOGIES | |||||||||||
| 211 N 1ST ST STE 300 | MINNEAPOLIS | MN | 55401 | 411929753 | N/A | 398970 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| SONDHEIMER CONSULTING LLC | |||||||||||
| 25 NOTTINGHAM RIDGE | AVON | CT | 06001 | 061599260 | N/A | 30000 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| SPANG & COMPANY | |||||||||||
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| SPENSA TECHNOLOGIES INC | |||||||||||
| 1281 WIN HENTSCHEL BLVD | WEST LAFAYETTE | IN | 47906 | 270649533 | N/A | 17333 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| SPIRALGEN INC | |||||||||||
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| STANFORD UNIVERSITY | |||||||||||
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| SUNDANCE INSTITUTE | |||||||||||
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| SYNERFAC INC | |||||||||||
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| TELOS CORPORATION | |||||||||||
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| TENNESSEE STATE UNIVERSITY | |||||||||||
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| TENNESSEE TECHNOLOGICAL UNIVERSITY | |||||||||||
| ONE WILLIAM L JONES DR | COOKEVILLE | TN | 385050001 | 620646806 | N/A | 11955 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| TEXAS ENGINEERING EXPERIMENT STATION | |||||||||||
| 334 WERC | COLLEGE STATION | TX | 778433124 | 741974733 | N/A | 27033 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| THE PITTSBURGH FOUNDATION | |||||||||||
| FIVE PPG PLACE NO 250 | PITTSBURGH | PA | 15222 | 250965466 | 501(C)(3) | 500000 | 0 | N/A | N/A | PROGRAM SUPPORT | |
| THE SCRIPPS RESEARCH INSTITUTE | |||||||||||
| 10550 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 330435954 | 501(C)(3) | 117806 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| THE UNIVERSITY OF NEW MEXICO | |||||||||||
| 1 UNIVERSITY OF NM MSC01 1245 | ALBUQUERQUE | NM | 871310001 | 856000642 | 115 | 97661 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| THE UNIVERSITY OF WISCONSIN MADISON | |||||||||||
| UW MADISON GAR ACCOUNT DRAWER 538 | MILWAUKEE | WI | 532780538 | 391805963 | 115 | 62203 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| TIE PITTSBURGH INC | |||||||||||
| PO BOX 82636 | PITTSBURGH | PA | 15218 | 251888641 | 501(C)(6) | 10000 | 0 | N/A | N/A | PROGRAM SUPPORT | |
| TOMPKINS CORTLAND COMMUNITY COLLEGE | |||||||||||
| 170 NORTH ST PO BOX 34880 | DRYDEN | NY | 13053 | 160928736 | N/A | 6000 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| TOP QUADRANT INC | |||||||||||
| 330 JOHN CARLYLE ST STE 180 | ALEXANDRIA | VA | 22314 | 912163813 | N/A | 19956 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| TRUSTEES UNIVERSITY OF PENNSYLVANIA | |||||||||||
| PO BOX 785541 | PHILADELPHIA | PA | 191785541 | 231352685 | 501(C)(3) | 711533 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF ARIZONA | |||||||||||
| PO BOX 3308 | TUCSON | AZ | 857223308 | 742652689 | N/A | 197357 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||||||
| 2195 HEARST AVE RM 130 MC 1103 | BERKELEY | CA | 947201103 | 946002123 | 115 | 624527 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF CALIFORNIA DAVIS | |||||||||||
| PO 989062 CASHIERS OFFICE | WEST SACRAMENTO | CA | 957989062 | 946036494 | 115 | 102883 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||||||
| 405 HILGARD AVE BOX 951432 1125 | LOS ANGELES | CA | 90095 | 956006143 | 115 | 373644 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | MURPHY HALL |
| UNIVERSITY OF CALIFORNIA RIVERSIDE | |||||||||||
| 900 UNIVERSITY AVE | RIVERSIDE | CA | 92521 | 956006142 | 115 | 32695 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | |||||||||||
| CASHIERS OFFICE SAASB BLDG RM 1212 | SANTA BARBARA | CA | 931062003 | 956006145 | 115 | 186667 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF CENTRAL FLORIDA | |||||||||||
| 12424 RESEARCH PKWY STE 300 | ORLANDO | FL | 328263249 | 592924021 | 501(C)(3) | 37315 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF CHICAGO | |||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 362177139 | 501(C)(3) | 151850 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF COLORADO | |||||||||||
| 572 UCB 3100 MARINE ST ROOM 481 | BOULDER | CO | 803090572 | 846000555 | 501(C)(3) | 18755 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF FLORIDA | |||||||||||
| PO BOX 113001 | GAINESVILLE | FL | 32611 | 596002052 | 115 | 95504 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF ILLINOIS | |||||||||||
| PO BOX 4610 | SPRINGFIELD | IL | 627084610 | 376000511 | 501(C)(3) | 2276885 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF MARYLAND BALTIMORE COUNTY (UMBC) | |||||||||||
| 1000 HILL TOP CIRCLE | BALTIMORE | MD | 21250 | 526002033 | 115 | 660213 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF MASSACHUSETTS | |||||||||||
| 405 GOODELL BLDG 140 HICKS WAY | AMHERST | MA | 010039272 | 043167352 | N/A | 17252 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF MIAMI DADE | |||||||||||
| PO BOX 245106 | CORAL GABLES | FL | 331242912 | 590624458 | 501(C)(3) | 31890 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF MICHIGAN | |||||||||||
| BOX 223131 | PITTSBURGH | PA | 152512131 | 386005984 | 501(C)(3) | 241379 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF MINNESOTA | |||||||||||
| NW 5957 PO BOX 1450 | MINNEAPOLIS | MN | 554855957 | 416007513 | 115 | 278444 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF NEBRASKA | |||||||||||
| PO BOX 880430 | LINCOLN | NE | 685880430 | 470049123 | N/A | 12712 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||||||
| PO BOX 402420 | ATLANTA | GA | 303842420 | 566001393 | 115 | 16883 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF NORTH CAROLINA AT GREENSBORO | |||||||||||
| PO BOX 26170 | GREENSBORO | NC | 274026170 | 566001468 | N/A | 20644 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF NOTRE DAME | |||||||||||
| ACCOUNTING 836A GRACE HALL | NOTRE DAME | IN | 465565612 | 350868188 | 501(C)(3) | 218494 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF PENNSYLVANIA | |||||||||||
| PO BOX 785541 | PHILADELPHIA | PA | 191785541 | 231352685 | 501(C)(3) | 208486 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF PITTSBURGH | |||||||||||
| 3109 CATHEDRAL OF LEARNING | PITTSBURGH | PA | 15260 | 250965591 | 501(C)(3) | 6200793 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF PUERTO RICO | |||||||||||
| CALL BOX 9000 | MAYAGUEZ | PR | 006819000 | 660433760 | 501(C)(3) | 171504 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF PUGET SOUND | |||||||||||
| 1500 N WARNER STREET | TACOMA | WA | 98416 | 910564961 | 501(C)(3) | 63837 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||
| SPONSERED PROJECTS ACCOUNTING | LOS ANGELES | CA | 900742095 | 951642394 | 501(C)(3) | 691793 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||||||
| PO BOX 7159 | AUSTIN | TX | 787137159 | 746000203 | 115 | 344021 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF TEXAS AT DALLAS | |||||||||||
| 800 W CAMPBELL RD AD37 | RICHARDSON | TX | 750803021 | 751305566 | 115 | 21635 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF TEXAS AT SAN ANTONIO | |||||||||||
| ONE UTSA CIRCLE | SAN ANTONIO | TX | 782491644 | 741977996 | 501(C)(3) | 73694 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF THE SCIENCES IN PHILADELPHIA | |||||||||||
| 600 SOUTH 43RD ST | PHILADELPHIA | PA | 191044495 | 231352668 | 501(C)(3) | 103386 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF UTAH | |||||||||||
| 201 PRESIDENTS CIR RM 411 | SALT LAKE CITY | UT | 841129022 | 876000525 | N/A | 31733 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF VERMONT & STATE AGRICULTURAL COLLEGE | |||||||||||
| 85 S PROSPECT 223 WATERMAN BLDG | BURLINGTON | VT | 054050160 | 030179440 | 501(C)(3) | 22203 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF WASHINGTON | |||||||||||
| 12455 COLLECTIONS DR | CHICAGO | IL | 60693 | 916001537 | 115 | 448250 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| UNIVERSITY OF WASHINGTON | |||||||||||
| DEPARTMENT OF ASTRONOMY BOX 351580 | SEATTLE | WA | 98195 | 916001537 | 115(1) | 30000 | 0 | N/A | N/A | PROGRAM SERVICE | |
| UNIVERSITY OF WISCONSIN THE | |||||||||||
| PO BOX 500 | MILWAUKEE | WI | 53201 | 396093545 | 501(C)(3) | 113330 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| US GOVERNMENT CENSUS BUREAU | |||||||||||
| 4600 SILVER HILL RD | WASHINGTON | DC | 20233 | 530204537 | N/A | 170000 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| VAN NESS FELDMAN PC | |||||||||||
| 1050 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | 521154904 | N/A | 32898 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| VERIS GROUP LLC | |||||||||||
| 8229 BOONE BLVD STE 380 | VIENNA | VA | 22182 | 202300601 | N/A | 1136771 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| VERMONT LAW SCHOOL | |||||||||||
| PO BOX 96 | SOUTH ROYALTON | VT | 05068 | 237251952 | 501(C)(3) | 47179 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| WASHINGTON STATE UNIVERSITY | |||||||||||
| 240 FRENCH ADM BLDG PO 641025 | PULLMAN | WA | 991641025 | 916001108 | 501(C)(3) | 75012 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| WAYNE STATE UNIVERSITY | |||||||||||
| CASHIERS OFFICE PO BOX 02788 | DETROIT | MI | 48202 | 383555142 | 501(C)(3) | 18134 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| WEST VIRGINIA UNIVERSITY RESEARCH CORP | |||||||||||
| PO BOX 6002 | MORGANTOWN | WV | 26506 | 550665758 | 501(C)(3) | 294604 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| WESTINGHOUSE ELECTRIC CO LLC | |||||||||||
| PO BOX 534774 | ATLANTA | GA | 303534774 | 522140933 | N/A | 153506 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| WICAB INC | |||||||||||
| 8313 GREENWAY BLVD STE 100 | MIDDLETON | WI | 53562 | 391925917 | N/A | 5000 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | |||||||||||
| 569 WOODS HOLE RD | WOODS HOLE | MA | 02543 | 042105850 | N/A | 36409 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| WORCESTER POLYTECHNIC INSTITUTE | |||||||||||
| 100 INSTITUTE RD | WORCESTER | MA | 01609 | 042121659 | 501(C)(3) | 149862 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| WORLD AFFAIRS COUNCIL OF PITTSBURGH | |||||||||||
| 500 GRANT STREET | PITTSBURGH | PA | 15219 | 251064871 | 501(C)(3) | 20000 | 0 | N/A | N/A | PROGRAM SERVICE | |
| YESHIVA UNIVERSITY | |||||||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | 131624225 | 501(C)(3) | 20512 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| ZAYO BANDWIDTH LLC | |||||||||||
| PO BOX 952136 | DALLAS | TX | 753952136 | 262463571 | N/A | 127511 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| ZAYO GROUP HOLDINGS INC | |||||||||||
| 400 CENTENNIAL PARKWAY SUITE 200 | LOUISVILLE | CO | 80027 | 261398293 | N/A | 63339 | 0 | N/A | N/A | EDUCATION/RESEARCH SUBCONTRACTS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 106 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 64 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| CMU SCHOLARSHIPS | 6387 | 107154664 | 0 | N/A | N/A |
| ENDOWED STUDENT SCHOLARSHIPS | 1228 | 7541728 | 0 | N/A | N/A |
| FEDERAL GRANT | 840 | 2033834 | 0 | N/A | N/A |
| EXTERNAL DONOR OR CORPORATE FUNDED SCHOLARSHIPS | 331 | 2618838 | 0 | N/A | N/A |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: CMU DISTRIBUTES LIMITED FINANCIAL AID AND GRANT FUNDS TO INDIVIDUALS AND ORGANIZATIONS IN THE U.S. BASED ON A STATISTICAL MODEL THAT TAKES INTO ACCOUNT A STUDENT'S INTENDED COLLEGE MAJOR, ACADEMIC AND ARTISTIC TALENTS, NON-ACADEMIC TALENTS AND ABILITIES, AS WELL AS FINANCIAL NEED. FOR STUDENTS, SUCH FUNDS ARE TYPICALLY APPLIED DIRECTLY TO THEIR INDIVIDUAL ACCOUNTS IN FURTHERANCE OF THEIR EDUCATION AT CMU. OTHER TYPES OF GRANTS AND ASSISTANCE MIGHT INCLUDE, FOR EXAMPLE, RECIPIENTS OF PRIZES AND AWARDS WHO SHOULD HAVE MET THE SPECIFIC CRITERIA FOR THE PARTICULAR PRIZE OR AWARD TO BE SELECTED. IN THE CASE OF SCHOLARSHIPS AND FELLOWSHIPS, THE RECIPIENT IS OFTEN REQUIRED TO UTILIZE THE FUNDS IN FURTHERANCE OF THEIR EDUCATION AND RESEARCH AT CMU. GRANTS ARE ALSO MADE IN THE CONTEXT OF ACADEMIC OR RESEARCH PROGRAMS AND RECIPIENTS SHOULD SPEND THEIR GRANT FUNDS UNDER THE SUPERVISION OF THE PROGRAM FOR THE USE OF THE FUNDS. SPONSORED PROJECT FUNDS ARE PASSED THROUGH TO SUB-GRANTEE ORGANIZATIONS BY CARNEGIE MELLON WHEN SUCH SUB-GRANTEE ARRANGEMENTS ARE APPROVED BY THE PRIMARY GRANT SPONSOR. THESE FUNDS ARE MONITORED BY THE OFFICE OF SPONSORED PROJECTS AND SPONSORED PROJECTS ACCOUNTING. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (26 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GORDON RULE | ||||||||||||||
| EX-OFFICIO TRUSTEE/CHAIR OF FACULTY | 146606 | 0 | 0 | 0 | 15500 | 0 | 11410 | 0 | 31155 | 0 | 204671 | 0 | 0 | 0 |
| JARED L COHON | ||||||||||||||
| PRESIDENT/EX-OFFICIO TRUSTEE | 581883 | 0 | 69250 | 0 | 144375 | 0 | 20000 | 0 | 75164 | 0 | 890672 | 0 | 0 | 0 |
| MARK S KAMLET | ||||||||||||||
| EXEC. VICE PRESIDENT AND PROVOST | 457028 | 0 | 250000 | 0 | 43355 | 0 | 20000 | 0 | 29506 | 0 | 799889 | 0 | 0 | 0 |
| MARY JO DIVELY | ||||||||||||||
| VICE PRESIDENT/GENERAL COUNSEL | 363247 | 0 | 0 | 0 | 31616 | 0 | 20000 | 0 | 18084 | 0 | 432947 | 0 | 0 | 0 |
| DEBORAH MOON SHAFFER | ||||||||||||||
| V.P. OF FINANCE/CFO(EXIT 10/12) | 277837 | 0 | 0 | 0 | 408182 | 0 | 214998 | 0 | 35511 | 0 | 936528 | 0 | 0 | 0 |
| ELIZABETH A MILAVEC | ||||||||||||||
| ASST, TREAS./ASSOC VP AND CONTROLLER | 198722 | 0 | 0 | 0 | 2078 | 0 | 16745 | 0 | 18347 | 0 | 235892 | 0 | 0 | 0 |
| JAY S CALHOUN | ||||||||||||||
| TREASURER | 202476 | 0 | 0 | 0 | 1520 | 0 | 16853 | 0 | 28832 | 0 | 249681 | 0 | 0 | 0 |
| CHERYL M HAYS | ||||||||||||||
| SECRETARY | 189495 | 0 | 41713 | 0 | 40492 | 0 | 18600 | 0 | 7241 | 0 | 297541 | 0 | 0 | 0 |
| MICHAEL C MURPHY | ||||||||||||||
| VICE PRESIDENT FOR CAMPUS AFFAIRS | 249353 | 0 | 0 | 0 | 20488 | 0 | 20000 | 0 | 14864 | 0 | 304705 | 0 | 0 | 0 |
| ROBBEE B KOSAK | ||||||||||||||
| VP FOR UNIV. ADVANCEMENT | 381387 | 0 | 37092 | 0 | 15689 | 0 | 20000 | 0 | 15379 | 0 | 469547 | 0 | 0 | 0 |
| CHARLES A KENNEDY | ||||||||||||||
| CHIEF INVESTMENT OFFICER | 244561 | 0 | 62500 | 0 | 39603 | 0 | 20000 | 0 | 16919 | 0 | 383583 | 0 | 0 | 0 |
| RANDAL E BRYANT | ||||||||||||||
| DEAN, SCHOOL OF COMPUTER SCIENCE | 313020 | 0 | 0 | 0 | 7176 | 0 | 20000 | 0 | 15886 | 0 | 356082 | 0 | 0 | 0 |
| PAUL D NIELSEN | ||||||||||||||
| CEO/DIRECTOR SEI | 471713 | 0 | 0 | 0 | 35649 | 0 | 20000 | 0 | 4995 | 0 | 532357 | 0 | 0 | 0 |
| PRADEEP K KHOSLA | ||||||||||||||
| DEAN/CARNEGIE INSTITUTE(EXIT 9/12) | 251486 | 0 | 37249 | 0 | 23387 | 0 | 20000 | 0 | 11935 | 0 | 344057 | 0 | 0 | 0 |
| ILKER BAYBARS | ||||||||||||||
| DEAN/ QATAR CAMPUS | 428568 | 0 | 0 | 0 | 462607 | 0 | 20000 | 0 | 47442 | 0 | 958617 | 0 | 0 | 0 |
| RICHARD MUNDY | ||||||||||||||
| CHIEF OPERATING OFFICER-QATAR | 147632 | 0 | 0 | 0 | 369191 | 0 | 12692 | 0 | 22845 | 0 | 552360 | 0 | 0 | 0 |
| ROBERT DAMMON | ||||||||||||||
| DEAN/ TEPPER SCHOOL OF BUSINESS | 482021 | 0 | 0 | 0 | 48907 | 0 | 20000 | 0 | 12658 | 0 | 563586 | 0 | 0 | 0 |
| BRUCE KROGH | ||||||||||||||
| DIRECTOR OF CMU, RWANDA | 204871 | 0 | 0 | 0 | 239793 | 0 | 16880 | 0 | 14820 | 0 | 476364 | 0 | 0 | 0 |
| KRZYSZTOF MATYJASZEWSKI | ||||||||||||||
| J.C. WARNER PROF OF NAT SCI, CHEM | 444085 | 0 | 0 | 0 | 17137 | 0 | 24450 | 0 | 13798 | 0 | 499470 | 0 | 0 | 0 |
| RICHARD D MCCULLOUGH | ||||||||||||||
| VP OF RESEARCH (FORMER OFFICER) | 282263 | 0 | 0 | 0 | 5320 | 0 | 20000 | 0 | 14881 | 0 | 322464 | 0 | 0 | 0 |
| GLORIANA ST CLAIR | ||||||||||||||
| DEAN/UNIV.LIBRARIES (FMR KEY EMPL) | 198125 | 0 | 0 | 0 | 19193 | 0 | 17375 | 0 | 5800 | 0 | 240493 | 0 | 0 | 0 |
| MARK WESSEL | ||||||||||||||
| PROFESSOR (FORMER KEY EMPLOYEE) | 126667 | 0 | 0 | 0 | 2095 | 0 | 12628 | 0 | 6243 | 0 | 147633 | 0 | 0 | 0 |
| FREDERICK J GILMAN-DEAN MELLON | ||||||||||||||
| COLLEGE OF SCIENCE (FMR KEY EMPL) | 315679 | 0 | 0 | 0 | 15586 | 0 | 20000 | 0 | 15917 | 0 | 367182 | 0 | 0 | 0 |
| JAMES H MORRIS | ||||||||||||||
| PROFESSOR (FORMER KEY EMPLOYEE) | 232569 | 0 | 0 | 0 | 1200 | 0 | 21195 | 0 | 14869 | 0 | 269833 | 0 | 0 | 0 |
| JOHN P LEHOCZKY | ||||||||||||||
| DEAN /DIETRICH H&SS (FMR KEY EMPL) | 322307 | 0 | 0 | 0 | 27190 | 0 | 20000 | 0 | 12937 | 0 | 382434 | 0 | 0 | 0 |
| HILARY ROBINSON | ||||||||||||||
| PROFESSOR (FMR KEY EMPLOYEE) | 158799 | 0 | 0 | 0 | 1393 | 0 | 12921 | 0 | 6499 | 0 | 179612 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | ALL ITEMS CHECKED IN LINE 1A ARE PROVIDED TO OR FOR A PERSON LISTED IN FORM 990, PART VII TO FURTHER THE BUSINESS, EDUCATIONAL, AND RESEARCH MISSION OF THE UNIVERSITY PURSUANT TO FEDERAL TAX REGULATIONS, IRS ACCOUNTABLE PLAN RULES, AND THE INSTITUTION'S POLICIES AND PROCEDURES. NONTAXABLE BENEFITS DISCLOSED IN COLUMN D INCLUDE, FOR EXAMPLE, EMPLOYER CONTRIBUTIONS TO QUALIFIED RETIREMENT PLANS, CONTRIBUTIONS TO EMPLOYER HEALTH AND WELFARE PLANS, AND EMPLOYER PROVIDED HOUSING. |
| PART I, LINE 4A | MS. SHAFFER LEFT CMU IN OCTOBER, 2012. SEVERANCE BENEFITS TOTALING $402,978 WERE REPORTED IN PART II, COLUMN B (III). ACCRUED SEVERANCE IS REPORTED IN COLUMN C. |
| PART I, LINE 7 | PRESIDENT JARED COHON, SECRETARY CHERYL HAYS, AND VICE PRESIDENT OF UNIVERSITY ADVANCEMENT ROBBEE KOSAK EACH RECEIVED A RETENTION BONUS DURING CALENDAR YEAR 2012. PROVOST MARK KAMLET RECEIVED A BONUS FOR HIS OUTSTANDING CONTRIBUTIONS TO THE UNIVERSITY AS WELL AS HIS RETENTION WITH THE UNIVERSITY. CHIEF INVESTMENT OFFICER CHARLES KENNEDY AND DEAN PRADEEP KHOSLA EACH RECEIVED A BONUS FOR ATTAINING PERFORMANCE GOALS SET SPECIFICALLY FOR THEIR POSITION AT THE UNIVERSITY DURING CALENDAR YEAR 2012. SECRETARY CHERYL HAYS RECEIVED A BONUS TO RECOGNIZE HER EXTRAORDINARY EFFORTS ON BEHALF OF THE UNIVERSITY DURING CALENDAR YEAR 2012. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY | ||||||||
| A | 251650137 | 01728RES4 | 2008-04-10 | 120820000 | REFUNDING 2006A, B & 2007A | 0 | 0 | 0 |
| PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| B | 232243852 | 70917RXJ9 | 2009-08-20 | 183259641 | REFUNDING 1995 A-D & CAPITAL PROJECTS | 0 | 0 | 0 |
| ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY | ||||||||
| C | 251650137 | 01729EKV8 | 2012-02-23 | 118276655 | REFUNDING 1998 & 2002 | 0 | 0 | 0 |
| ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY | ||||||||
| D | 251650137 | 01729EKY2 | 2013-02-14 | 60529980 | REVENUE BONDS TO FINANCE NEW CONSTRUCTION | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 120820000 | 493831 | 270329 | 120055840 | 2010 | 1 | 0 | 1 | 1 | ||
| B | 183259641 | 1247008 | 1575282 | 165433099 | 2011 | 1 | 0 | 1 | 1 | 15004252 | |
| C | 118276655 | 573445 | 38211 | 117664999 | 2012 | 1 | 0 | 1 | 1 | ||
| D | 60529980 | 493713 | 0 | 0 | 0 | 1 | 6195054 | 53841214 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00900 | 0.00000 | 0.00900 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0.00900 | 0.00000 | 0.00900 | 0 | 0 | 1 |
| C | 0 | 0 | 0 | 0 | 0.00900 | 0.00000 | 0.00900 | 0 | 0 | 1 |
| D | 0 | 0 | 0 | 0 | 0.00900 | 0.00000 | 0.00900 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 1 | 1 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 |
| C | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 |
| D | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
| C | 1 |
| D | 1 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (14 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| APPLE INC | |||
| E. FRANK -CMU LIFE TRUSTEE - VICE PRESIDENT OF APPLE - UNIVERSITY VENDOR | 3544821 | SEE PART V PAYMENTS MADE TO APPLE, INC. FOR EQUIPMENT AND SOFTWARE | 0 |
| ACCENTURE | |||
| D. DUBLON -CMU LIFE TRUSTEE - DIRECTOR OF ACCENTURE - UNIVERSITY VENDOR | 4590051 | SEE PART V PAYMENTS MADE TO/RECEIVED FROM ACCENTURE FOR PROFESSIONAL FEES/LICENSING INCOME | 0 |
| FIFTH & CRAIG LP | |||
| T. HUNT -CMU LIFE TRUSTEE- SHAREHOLDER-FIFTH & CRAIG LP - UNIVERSITY VENDOR | 1316482 | SEE PART V PAYMENTS MADE TO FIFTH & CRAIG LP FOR RENT | 0 |
| GENERAL MOTORS | |||
| E. DAVIS -CMU LIFE TRUSTEE - GM BOARD MEMBER - UNIVERSITY VENDOR | 133500 | SEE PART V PAYMENTS RECEIVED FROM GENERAL MOTORS FOR EXECUTIVE EDUCATION | 0 |
| GIANT EAGLE | |||
| D. SHAPIRA -CMU LIFE TRUSTEE- PRESIDENT/CEO GIANT EAGLE - UNIVERSITY VENDOR | 101176 | SEE PART V PAYMENTS MADE TO/RECEIVED FROM GIANT EAGLE FOR EXEC ED/MEALS | 0 |
| HEWLETT-PACKARD CO | |||
| R. LANE -CMU LIFE TRUSTEE-EXECUTIVE CHAIRMAN OF HP - UNIVERSITY VENDOR | 535636 | SEE PART V PAYMENTS MADE TO/RECEIVED FROM HEWLETT-PACKARD CO. FOR EQUIPMENT AND EXECUTIVE EDUCATION | 0 |
| HIGHMARK INC | |||
| M. KAMLET -CMU OFFICER - OFFICER OF HIGHMARK, INC. - UNIVERSITY VENDOR | 7669244 | SEE PART V PAYMENTS MADE TO HIGHMARK FOR HEALTH INSURANCE COVERAGE | 0 |
| KLEINER PERKINS CAUFIELD & BYERS | |||
| R. LANE-CMU LIFE TRUSTEE-MANAGING PARTNER OF KPC&B - UNIVERSITY INVESTMENT | 1577045 | SEE PART V INVESTMENT ACTIVITY IN CONNECTION WITH LIMITED PARTNERSHIP INVESTMENT | 0 |
| KOSAK DESIGN | |||
| T. KOSAK -SPOUSE OF ROBBEE BAKER KOSAK, OFFICER OF CMU - UNIVERSITY VENDOR | 145733 | SEE PART V PAYMENTS MADE TO KOSAK DESIGN FOR DESIGN SERVICES | 0 |
| LG REALTY | |||
| L. GUMBERG -BROTHER OF IRA GUMBERG, LIFE TRUSTEE - UNIVERSITY VENDOR | 3631342 | SEE PART V PAYMENTS MADE TO LG REALTY FOR BUILDING MANAGEMENT SERVICES | 0 |
| MICROSOFT INC | |||
| D. DUBLON -CMU LIFE TRUSTEE-DIRECTOR OF MICROSOFT - UNIVERSITY VENDOR | 180484 | SEE PART V PAYMENTS MADE TO/RECEIVED FROM MICROSOFT FOR HARDWARE & SOFTWARE PURCHASES | 0 |
| PNC FINANCIAL SERVICES GROUP | |||
| J. ROHR -CMU LIFE TRUSTEE - CHAIRMAN/CEO OF PNC - UNIVERSITY VENDOR | 3436350 | SEE PART V PAYMENTS MADE TO PNC TO FUND PURCHASING CARD PAYMENTS, BANK CARD REVENUE AND FEES | 0 |
| TRANE | |||
| J. COHON -CMU OFFICER - BOARD MEMBER OF TRANE - UNIVERSITY VENDOR | 337380 | SEE PART V PAYMENTS MADE TO TRANE FOR HVAC SERVICES | 0 |
| UPMC HEALTH NETWORK INC | |||
| D. SHAFFER-CMU OFFICER-BOARD MEMBER OF UPMC HEALTH NETWORK, INC.-CMU VENDOR | 1303723 | SEE PART V PAYMENTS MADE TO UPMC HEALTH NETWORK, INC. FOR HEALTH INSURANCE COVERAGE | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 14000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 50950 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 2025 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 226 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 20081895 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 733153 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 8000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 150 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | MISCELLANEOUS EQPT | 3 | 80213 | FAIR MARKET VALUE |
| X | PHOTOGR. EQPT | 2 | 2735 | FAIR MARKET VALUE |
| X | MUSIC EQUIPMENT | 1 | 1000 | FAIR MARKET VALUE |
| X | COMPUTER EQPT | 1 | 80000 | FAIR MARKET VALUE |
| X | ALUMNI EVENT | 81 | 55819 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | EDWARD FRANK AND BRUCE MCWILLIAMS ARE TRUSTEES OF CARNEGIE MELLON AND HAVE A BUSINESS RELATIONSHIP. IRA J. GUMBERG AND DAVID S. SHAPIRA ARE TRUSTEES OF CARNEGIE MELLON AND HAVE A BUSINESS RELATIONSHIP. IRA J. GUMBERG AND JAMES E. ROHR ARE TRUSTEES OF CARNEGIE MELLON AND HAVE A BUSINESS RELATIONSHIP. JARED L. COHON AND TERESA HEINZ ARE TRUSTEES OF CARNEGIE MELLON AND HAVE A BUSINESS RELATIONSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 7A | CARNEGIE MELLON HAS SIX EX-OFFICIO TRUSTEES WHO ARE MEMBERS OF THE BOARD OF TRUSTEES BY HOLDING THE FOLLOWING OFFICES: MAYOR OF THE CITY OF PITTSBURGH PRESIDENT OF COUNCIL OF THE CITY OF PITTSBURGH PRESIDENT OF CARNEGIE MELLON UNIVERSITY PRESIDENT OF CARNEGIE MELLON ALUMNI ASSOCIATION PRESIDENT OF THE ANDREW CARNEGIE SOCIETY OF CARNEGIE MELLON CHAIRMAN OF CARNEGIE MELLON FACULTY SENATE EX-OFFICIO TRUSTEES ARE FULL VOTING MEMBERS WITH ALL RIGHTS AND RESPONSIBILITES THERETO EXCEPT THAT THE PRESIDENT OF CARNEGIE MELLON UNIVERSITY HAS NO VOTING RIGHTS WHEN SERVING AS A MEMBER OF THE AUDIT COMMITTEE OF THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | CARNEGIE MELLON'S TAX 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 CARNEGIE MELLON'S INDEPENDENT CERTIFIED PUBLIC ACCOUNTING (CPA) FIRM. UPON COMPLETION OF INDEPENDENT REVIEW BY THE CPA FIRM, THE FORM IS REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND CHIEF FINANCIAL OFFICER, ASSOCIATE VICE PRESIDENT FOR FINANCE AND CONTROLLER, PRESIDENT, TAX DEPARTMENT AND THEN PRESENTED TO AND REVIEWED WITH THE CHAIRS OF THE AUDIT AND FINANCE COMMITTEES. FINALLY, A COMPLETED COPY OF THE FORM IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING FORM 990 WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CARNEGIE MELLON REQUIRES EACH TRUSTEE, OFFICER, AND MEMBER OF SENIOR MANAGMENT TO DISCLOSE ANNUALLY THE EXISTENCE OF ANY CIRCUMSTANCES THAT MIGHT CONSTITUTE A CONFLICT OF INTEREST WITH THE INSTITUTION. THE PROCESS IS INITIATED EACH FISCAL YEAR BY THE ASSISTANT SECRETARY OF THE UNIVERSITY SENDING AN ELECTRONIC CONFLICT OF INTEREST QUESTIONNAIRE TO THE ABOVE NOTED INDIVIDUALS. COMPLETED QUESTIONNAIRES ARE RETURNED TO THE SECRETARY FOR EVALUATION OF ACTUAL OR PERCEIVED CONFLICTS BY THE INSTITUTION AND ANNUAL REPORTING IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. ALL OFFICERS AND MEMBERS OF THE BOARD ARE REQUIRED TO DISCLOSE CONFLICTS AS THEY ARISE THROUGHOUT THE YEAR. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION COMMITTEE ANNUALLY REVIEWS AND RECOMMENDS TO THE EXECUTIVE COMMITTEE FOR APPROVAL THE PRESIDENT'S SALARY, COMPENSATION, AND BENEFIT PACKAGE AND REVIEWS AND APPROVES THE SALARY OF THE PROVOST, VICE PRESIDENTS, AND DEANS. THE COMMITTEE OBTAINS APPROPRIATE ANALYSES AND STUDIES PREPARED BY THE ADMINISTRATION AND INDEPENDENT EXTERNAL SOURCES WITH RESPECT TO COMPENSATION OF SIMILAR ORGANIZATIONS TO AID IN EVALUATING COMPENSATION AND BENEFIT PLAN LEVELS, PRACTICES AND STRATEGIES TO ENSURE THAT THE UNIVERSITY'S COMPENSATION PRACTICES ARE COMPARABLE TO SIMILAR ORGANIZATIONS AND APPROPRIATE TO ATTRACT, OBTAIN AND RETAIN QUALIFIED PERSONNEL. THIS INCLUDES REVIEWING SURVEY DATA FOR SIMILAR POSITIONS AMONG A SELECT GROUP OF PEER INSTITUTIONS. THE COMMITTEE SUBMITS ITS RECOMMENDATIONS FOR THE PRESIDENT'S SALARY AND COMPENSATION PACKAGE TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE EXECUTIVE COMMITTEE RECEIVES AN ANNUAL REPORT FROM THE UNIVERSITY'S COMPENSATION COMMITTEE INCLUDING SIGNIFICANT COMPENSATION AND BENEFIT PLAN POLICY CHANGES. IT REPORTS TO THE FULL BOARD ON THIS AND THE COMPETITIVENESS OF THE UNIVERSITY'S COMPENSATION LEVELS AND BENEFIT PLANS IN RELATION TO PEER INSTITUTIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990, PART VI, SECTION C, LINE 19: CARNEGIE MELLON'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION. THE DOCUMENTS ARE AVAILABLE UPON REQUEST OR CAN BE OBTAINED BY VISITING THE WEBSITE AT WWW.CMU.EDU. | |
| FORM 990, PART VII, SECTION A, LINE 1A: | EMERITUS LIFE TRUSTEES ARE WELCOME AT ALL MEETINGS, RECEIVE ALL NOTICES, MINUTES AND REPORTS OF MEETINGS, AND ARE FREE TO PARTICIPATE IN ALL DISCUSSIONS, BUT ARE NOT ENTITLED TO VOTE ON ANY MATTER. ANY LIFE TRUSTEE, AFTER AGE 60, MAY, AT HIS OR HER REQUEST, TRANSFER TO THE STATUS OF EMERITUS LIFE TRUSTEE. EACH LIFE TRUSTEE ELECTED AFTER JANUARY 1, 1960, WHO ATTAINS THE AGE OF 75 WHILE A TRUSTEE, SHALL BECOME AN EMERITUS TRUSTEE ON THE DAY PRECEDING THE ANNUAL MEETING OF THE BOARD FOLLOWING SUCH TRUSTEE'S 75TH BIRTHDAY. THE FOLLOWING INDIVIDUALS WERE MEMBERS OF CARNEGIE MELLON'S BOARD OF TRUSTEES IN THE CAPACITY OF EMERITUS LIFE TRUSTEES: PAUL A. ALLAIRE, ARTHUR H. ARONSON, CAROL R. BROWN, ROBERT M. BROWN III, FRANK V. CAHOUET, LUCIAN CASTE, DOUGLAS D. DANFORTH, W. LOGAN DICKERSON, EDWARD DONLEY, WILLIAM B. ELLIS, CYNTHIA FRIEDMAN, CLAIRE W. GARGALLI, WILLIAM GOLDSMITH, RICHARD D. HAMILTON, WILTON A. HAWKINS, ORION L. HOCH, T. JEROME HOLLERAN, W. LEE HOSKINS, JUSTIN M. JOHNSON, WILLIAM H. KNOELL, HANS W. LANGE, EDWARD E. LUCENTE, THOMAS A. MCCONOMY, REGINA GOUGER MILLER, LINDSAY J. MORGENTHALER, ALESSANDRO OVI, NORMAN F. PARKER, CHARLES J. QUEENAN, JR. ESQ, JOHN G. RANGOS, SR., DAVID RODERICK, VINCENT A. SARNI, JOYCE B. SCOTT, RAYMOND W. SMITH, WILLIAM P. SNYDER III, W. LOWELL STEINBRENNER, JAMES M. WALTON, KONRAD M. WEIS. | |
| FORM 990, PART VII, SECTION A, COLUMN B: | FOR EACH PERSON LISTED IN COLUMN A WHO IS AN EMPLOYEE OF CARNEGIE MELLON UNIVERSITY, THE AVERAGE NUMBER OF HOURS PER WEEK STATED IS 40 HOURS PER WEEK; HOWEVER, THE ACTUAL NUMBER OF HOURS WORKED VARIES BETWEEN 40-80 HOURS PER WEEK. | |
| FORM 990, PART XI, LINE 9: | BALANCE TRANSFERS AND OTHER ADJUSTMENTS -15,088. CHANGE IN SWAP VALUE NET OF INTEREST EXPENSE 11,156,400. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING: | CARNEGIE MELLON HAS AN AUDIT COMMITTEE OF THE BOARD OF TRUSTEES THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF A CERTIFIED INDEPENDENT ACCOUNTING FIRM THAT AUDITS THE FINANCIAL STATEMENTS. CARNEGIE MELLON'S FINANCIAL STATEMENTS ARE CONSOLIDATED. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | |
| SCHEDULE B, SCHEDULE OF CONTRIBUTORS: | THE UNIVERSITY HAS CALCULATED ITS PUBLIC SUPPORT PERCENTAGE OF 93.87%. AS A RESULT, THE UNIVERSITY QUALIFIES FOR THE SPECIAL RULE THAT ONLY REQUIRES DISCLOSURE OF THOSE CONTRIBUTORS WHO CONTRIBUTED CASH OR NONCASH DONATIONS OF $10,267,541 (2% OF LINE 1H IN PART VIII OF PAGE 9 OF THE FORM 990) OR MORE DURING THE CURRENT FISCAL YEAR ENDING 6/30/13. THE UNIVERSITY HAD NO DONORS THAT CONTRIBUTED AT THIS LEVEL OR MORE DURING THE FISCAL YEAR AND AS A RESULT SCHEDULE B WAS NOT REQUIRED TO BE COMPLETED AND INCLUDED IN THE 2013 FORM 990. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CM SPE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 FORBES AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15213 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250969449 | EIN |
| Primary Activities | LEASEHOLDER | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Total Income | 354084 | TotalIncome |
| EOY Assets | 3461337 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE MELLON UNIVERSITY | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BENJAMIN GARVER LAMME SCHOLARSHIP FUND | |||||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | 256030362 | FELLOWSHIP FUND | PA | 501(C)(3) | 509(A)(3) | CARNEGIE MELLON UNIVERSITY | 0 | |
| JACK G BUNCHER CHARITABLE FUND FOR CARNEGIE MELLON UNIVERSITY | |||||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15217 | 204393107 | GRANT FUND | PA | 501(C)(3) | 509(A)(3) | CARNEGIE MELLON UNIVERSITY | 0 | |
| THE ROBOTICS FOUNDRY & DIGITAL GREENHOUSE INC | |||||||||||
| 2000 TECHNOLOGY DRIVE | PITTSBURGH | PA | 15219 | 251837023 | ECONOMIC DEVELOPMENT | PA | 501(C)(3) | 509(A)(3) | 0 | N/A | |
| MPC CORPORATION | |||||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | 251128244 | RESEARCH AND DEVELOPMENT | PA | 501(C)(3) | 509(A)(3) | 0 | N/A | |
| THE DIETRICH FOUNDATION | |||||||||||
| 600 GRANT STREET SUITE 5360 | PITTSBURGH | PA | 15219 | 364711746 | PHILANTHROPY | PA | 501(C)(3) | 509(A)(3) | 0 | N/A | |
Form990 Schedule R Part III Form990ScheduleRPartIII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARNEGIE INNOVATIONS LLC | ||||||||||||||
| 11 STANWIX STREET | PITTSBURGH | PA | 15222 | 455177927 | EDUCATION | PA | CARNEGIE MELLON UNIVERSITY | RELATED | -1151931 | -6005956 | 0 | 1 | 0.90000 | |
| CL ACQUISITION LLC | ||||||||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | NO ACTIVITY | PA | N/A | ||||||||
| CLEARMODEL LLC | ||||||||||||||
| 11 STANWIX STREET 11TH FLOOR | PITTSBURGH | PA | 15222 | 300750321 | RESEARCH AND DEVELOPMENT | PA | N/A | |||||||
| ACATAR LLC | ||||||||||||||
| 2100 WHARTON STREET | PITTSBURGH | PA | 15203 | 900870848 | EDUCATION | PA | N/A | |||||||
| ICARNEGIE GLOBAL LEARNING LLC | ||||||||||||||
| 210 SIXTH AVENUE SUITE 3570 | PITTSBURGH | PA | 15222 | 383887172 | EDUCATION | PA | N/A | |||||||
| ACROBATIQ LLC | ||||||||||||||
| 2100 WHARTON STREET | PITTSBURGH | PA | 15203 | 900947643 | EDUCATION | PA | N/A | |||||||
| CARNEGIE EARLY LEARNING LLC | ||||||||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | NO ACTIVITY | PA | N/A | ||||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICARNEGIE INC | ||||||||||||||||
| 4615 FORBES AVENUE | PITTSBURGH | PA | 15213 | 010625769 | EDUCATION | PA | CARNEGIE MELLON UNIVERSITY | C | 6858733 | 4593657 | 1.00000 | 1 | ||||
| ICARNEGIE INTERNATIONAL LTD | ||||||||||||||||
| 4615 FORBES AVENUE | PITTSBURGH | PA | 15213 | NO ACTIVITY | ICARNEGIE INC | C | 1.00000 | 0 | OC | |||||||
| SEI-EUROPE GMBH | ||||||||||||||||
| MARKET AND DEVELOPMENT | CARNEGIE MELLON UNIVERSITY | C | 19331 | 453040 | 1.00000 | 0 | GM | FRANKFURT DIE WELLE AN DER WELLE 4 | 60 322 FRANKFURT | GM | ||||||
| THE LORD FOUNDATION | ||||||||||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | 251355798 | DISSOLVED 7/10/12 | PA | CARNEGIE MELLON UNIVERSITY | C | 1.00000 | 0 | ||||||
| IRREVOCABLE TRUST (1) | ||||||||||||||||
| TRUST | PA | T | 1384305 | 1.00000 | 0 | |||||||||||
| ESTATE (1) | ||||||||||||||||
| TRUST | PA | T | 1320427 | 1.00000 | 0 | |||||||||||
| PERPETUAL TRUST (5) | ||||||||||||||||
| TRUST | PA | T | 3617698 | 1.00000 | 0 | |||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CARNEGIE INNOVATIONS LLC | ||
| D | 4500000 | CASH |
| CLEARMODEL LLC | ||
| D | 2000000 | CASH |
| ACROBATIQ LLC | ||
| D | 2500000 | CASH |
| CARNEGIE INNOVATIONS LLC | ||
| B | 2515754 | CASH |
| ICARNEGIE INC | ||
| B | 1034544 | CASH |
| BENJAMIN GARVER LAMME SCHOLARSHIP FUND | ||
| C | 51139 | CASH |
| JACK G BUNCHER CHARITABLE BUNCHER FUND | ||
| C | 300000 | CASH |
| MPC CORPORATION | ||
| C | 11368679 | CASH |
| THE DIETRICH FOUNDATION | ||
| C | 7684209 | CASH |