STRATEGY STUDIO / PUBLIC DATA EXPLORER

CARNEGIE MELLON UNIVERSITY: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
CARNEGIE MELLON UNIVERSITY (EIN 25-0969449)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-15
IRS object ID
201201369349301445
Schema version
2010v3.4
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-15T08:58:59-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER DOWNS & CO INCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11133 PENN AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN250969449EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CARNEGIE MELLON UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCARNNameControl
Phone4122685904Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 FORBES AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15213ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDEBORAH J MOONName
TitleCFO AND VP OF FINANCETitle
Phone4122685904Phone
Date Signed2012-05-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSUSAN M KIRSCHName
Phone4122613644Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJARED L COHONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line15000 FORBES AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15213ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1612144340GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.CMU.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1900YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionHIGHER EDUCATION AND RESEARCH.ActivityOrMissionDescription
Nbr Voting Members Governing Body63NbrVotingMembersGoverningBody
Nbr Independent Voting Members56NbrIndependentVotingMembers
Total Nbr Employees12539TotalNbrEmployees
Total Nbr Volunteers63TotalNbrVolunteers
Total Gross UBI1421824TotalGrossUBI
Net Unrelated Business Txbl Income-171603NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year391154194ContributionsGrantsPriorYear
Contributions Grants Current Year441715065ContributionsGrantsCurrentYear
Program Service Revenue Prior Year547725811ProgramServiceRevenuePriorYear
Program Service Revenue CY561731140ProgramServiceRevenueCY
Investment Income Prior Year68588246InvestmentIncomePriorYear
Investment Income Current Year133930011InvestmentIncomeCurrentYear
Other Revenue Prior Year20268805OtherRevenuePriorYear
Other Revenue Current Year16335194OtherRevenueCurrentYear
Total Revenue Prior Year1027737056TotalRevenuePriorYear
Total Revenue Current Year1153711410TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year124506370GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY135383298GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year565285750SalariesEtcPriorYear
Salaries Etc Current Year573072018SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year565387TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY588958TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year15715497TotalFundrsngExpCurrentYear
Other Expense Prior Year272276553OtherExpensePriorYear
Other Expenses Current Year300473269OtherExpensesCurrentYear
Total Expenses Prior Year962634060TotalExpensesPriorYear
Total Expenses Current Year1009517543TotalExpensesCurrentYear
Revenues Less Expenses Prior Year65102996RevenuesLessExpensesPriorYear
Revenues Less Expenses CY144193867RevenuesLessExpensesCY
Total Assets BOY2012199842TotalAssetsBOY
Total Assets EOY2276264220TotalAssetsEOY
Total Liabilities BOY709245302TotalLiabilitiesBOY
Total Liabilities EOY695925365TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1302954540NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1580338855NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO CREATE AND DISSEMINATE KNOWLEDGE AND ART THROUGH RESEARCH AND CREATIVE INQUIRY THAT ENHANCE SOCIETY. TO SERVE OUR STUDENTS BY TEACHING THEM PROBLEM SOLVING, LEADERSHIP, AND TEAMWORK, WITH A FOCUS ON QUALITY, ETHICAL BEHAVIOR AND RESPECT FOR OTHERS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense488114143Expense
Grants91360744Grants
Revenue498889131Revenue
DescriptionINSTRUCTION - INCLUDES SEVEN COLLEGES AND SCHOOLS OFFERING DEGREE PROGRAMS AND MORE THAN 90 MAJORS AND MINORS TO APPROXIMATELY 11,530 UNDERGRADUATE, GRADUATE AND DOCTORAL STUDENTS. INSTRUCTION INCLUDES ACADEMIC SUPPORT AND STUDENT SERVICES.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense319031265Expense
Grants23275432Grants
Revenue0Revenue
DescriptionRESEARCH - BASIC RESEARCH IN CONNECTION WITH FEDERAL, STATE, AND PRIVATE INDUSTRIAL GRANTS AND CONTRACTS RANGING IN FIELDS FROM COMPUTING TO THE ARTS, ENVIRONMENT AND BIOTECHNOLOGY. BASIC RESEARCH IS PERFORMED IN ALL SEVEN COLLEGES, SCHOOLS, AND THE SOFTWARE ENGINEERING INSTITUTE.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense88829372Expense
Grants0Grants
Revenue41988260Revenue
DescriptionAUXILIARY 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

FieldValueIRS element (for citing)
Expense15096314Expense
Grants0Grants
Revenue20397614Revenue
DescriptionOTHER 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
FieldValueIRS element (for citing)
Total Of Other Program Service Exp15096314TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev20397614TotalOfOtherProgramServiceRev
Total Program Service Expense911071094TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School1School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals1MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art1DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With109617475NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees12539NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryASNameOfForeignCountry
Name Of Foreign CountryGMNameOfForeignCountry
Name Of Foreign CountryQANameOfForeignCountry
Name Of Foreign CountryCJNameOfForeignCountry
Name Of Foreign CountryBDNameOfForeignCountry
Name Of Foreign CountryJENameOfForeignCountry
Name Of Foreign CountryMPNameOfForeignCountry
Name Of Foreign CountryUKNameOfForeignCountry
Name Of Foreign CountryVINameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members63NbrVotingGoverningBodyMembers
Number Independent Voting Members56NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledDCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledALStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledLAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWVStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNMStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1CARNEGIE MELLON UNIVERSITY CONTROLLERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4122685904TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15000 FORBES AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15213ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (88 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
ARTHUR H ARONSON
LIFE TRUSTEE1.00X000
JOHN R BERTUCCI
LIFE TRUSTEE1.00X000
ERROLL B DAVIS JR
LIFE TRUSTEE1.00X000
LINDA A DICKERSON
LIFE TRUSTEE1.00X000
WILLIAM S DIETRICH II
LIFE TRUSTEE1.00X000
PHILIP L DOWD
LIFE TRUSTEE1.00X000
DINA DUBLON
LIFE TRUSTEE1.00X000
EDWARD H FRANK
LIFE TRUSTEE2.00X000
HENRY J GAILLIOT
LIFE TRUSTEE4.00X000
IRA J GUMBERG
LIFE TRUSTEE1.00X000
RICHARD D HAMILTON
LIFE TRUSTEE1.00X000
TORRENCE M HUNT JR
LIFE TRUSTEE2.00X000
TOD S JOHNSON
LIFE TRUSTEE1.00X000
DAVID M KIRR
LIFE TRUSTEE1.00X000
JILL GANSMAN KRAUS
LIFE TRUSTEE1.00X000
RAYMOND J LANE
LIFE TRUSTEE5.00X000
JOHN E MCGRATH
LIFE TRUSTEE5.00X000
REGINA GOUGER MILLER
LIFE TRUSTEE1.00X000
AMBAR PAUL
LIFE TRUSTEE1.00X000
E KEARS POLLOCK
LIFE TRUSTEE3.00X000
JAMES E ROHR
LIFE TRUSTEE2.00X000
DAVID S SHAPIRA
LIFE TRUSTEE1.00X000
JAMES C STALDER
LIFE TRUSTEE4.00X000
DONALD E STITZENBERG
LIFE TRUSTEE2.00X000
MARY ANN ULISHNEY
LIFE TRUSTEE1.80X000
SUNIL WADHWANI
LIFE TRUSTEE2.00X000
YOSHIAKI FUJIMORI
LIFE TRUSTEE1.00X000
J LEA HILLMAN SIMONDS
LIFE TRUSTEE1.00X000
DAVID A TEPPER
LIFE TRUSTEE1.00X000
PAULA KAUFFMAN WAGNER
LIFE TRUSTEE1.00X000
JOEL ADAMS
TERM TRUSTEE 20111.00X000
FRANK BRUNCKHOORST
TERM TRUSTEE 20112.00X000
FRANCISCO D'SOUZA
TERM TRUSTEE 20111.00X000
WILLIAM ELLIS
TERM TRUSTEE 20111.00X000
TERESA HEINZ
TERM TRUSTEE 20111.00X000
LARRY JENNINGS JR
TERM TRUSTEE 20111.00X000
ROBERT KELLY
TERM TRUSTEE 20111.00X000
JONATHAN M ROTHBERG
TERM TRUSTEE 20110.50X000
LUKE SKURMAN
TERM TRUSTEE 201110.00X000
RONALD R BIANCHINI JR
TERM TRUSTEE 20121.00X000
MARCO DELGADO
TERM TRUSTEE 20121.00X000
EVAN S FRAZIER
TERM TRUSTEE 20121.50X000
ROY W HALEY
TERM TRUSTEE 20121.00X000
OSCAR HARRIS JR
TERM TRUSTEE 20121.00X000
PATRICIA ASKWITH KENNER
TERM TRUSTEE 20121.00X000
SULAJJA FIRODIA MOTWANI
TERM TRUSTEE 20121.00X000
ROHET TOLANI
TERM TRUSTEE 20121.00X000
PATRICK WILSON
TERM TRUSTEE 20121.00X000
ANDRESS APPOLON
TERM TRUSTEE 20132.00X000
ARISTIDES S CANDRIS
TERM TRUSTEE 20130.50X000
ERIC COOPER
TERM TRUSTEE 20131.00X000
DAVID COULTER
TERM TRUSTEE 20132.00X000
RUSSELL CROCKETT
TERM TRUSTEE 20131.00X000
HOWARD L ELLIN
TERM TRUSTEE 20135.00X000
DIRK GATES
TERM TRUSTEE 20134.00X000
BRUCE M MCWILLIAMS
TERM TRUSTEE 20133.00X000
MANOJ P SINGH
TERM TRUSTEE 20131.00X000
GREGORY POLANSKY
EX-OFFICIO TRUSTEE5.00X000
LUKE RAVENSTAHL
EX-OFFICIO TRUSTEE1.00X000
DARLENE HARRIS
EX-OFFICIO TRUSTEE1.00X000
DENISE ROUSSEAU HEINZ PROFFACULTY
SENATE CHAIR/EX-OFFICIO TRUSTEE40.00X165747043075
JARED L COHON
PRESIDENT/EX-OFFICIO40.00X790173070809X
BEVERLEY WHEELER
EX-OFFICIO TRUSTEE5.00X000
MARK S KAMLET
EXEC. VP AND PROVOST40.00486710035468X
MARY JO DIVELY
VP/GEN COUNSEL, ASST SECRE40.00373146038150X
DEBORAH J MOON
VP AND CFO40.00301613046310X
ELIZABETH A MILAVEC
ASSOC. VP & CONTROLLER40.00176483032371X
JAY S CALHOUN
TREASURER40.00220996031736X
CHERYL M HAYS
SECRETARY40.00206336025148X
RICHARD D MCCULLOUGH
VP RESEARCH40.00361742041402X
MICHAEL C MURPHY
VP-CAMPUS AFFAIRS40.00238322034072X
ROBBEE B KOSAK
VP UNIV. ADVANCEMENT40.00372904038512X
CHARLES KENNEDY
INTERIM CIO40.00235374039316X
RANDAL E BRYANT
DEAN-SCHOOL COMP SCIENCE40.00297862037981X
PAUL D NIELSEN
CEO/DIRECTOR SEI40.00467840024406X
PRADEEP K KHOSLA
DEAN-CARNEGIE INST. TECH40.00440496037530X
MOHAMMED A DOBASHI
PROFESSOR-QATAR CAMPUS40.00477655033857X
KRZYSZTOF MATYJASZEWSKI
PROFESSOR-CHEM/ENGINEERING40.00446056037303X
ALAN MONTGOMERY
PROFESSOR-TEPPER40.00417972084128X
CHARLES THORPE
FMR DEAN-QATAR/PROFESSOR40.00471316044281X
ROBERT T MONROE
ASSOC. DEAN - QATAR TEPPER40.00569828031298X
KENNETH DUNN
PROFESSOR (FMR. KE)40.00280961020185X
GLORIANA ST CLAIR
DEAN-UNIV. LIB (FMR. KE)40.00208276022725X
MARK WESSEL
PROFESSOR (FMR. KE)40.00251629029745X
FREDERICK J GILMAN
DEAN-MCS (FMR. KE)40.00328940038065X
JAMES H MORRIS
PROFESSOR (FMR. KE)40.00199348037122X
JOHN P LEHOCZKY
DEAN-H&SS (FMR. KE)40.00318203032538X
HILARY ROBINSON
PROFESSOR (FMR. KE)40.00187645021908X
FieldValueIRS element (for citing)
Total Reportable Comp From Org9293573TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation1009441TotalOtherCompensation
Number Individuals GT100 K1074NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
AMERISOURCE FUNDING INC
7225 LANGTRYHOUSTONTX77040DINING SERVICES8760132
ISS FACILITY SERVICES INC
425 SIXTH AVENUE SUITE 1640PITTSBURGHPA15219CLEANING SERVICES6354493
PJ DICK INC
PO BOX 98100PITTSBURGHPA15227CONSTRUCTION6326983
MOSITES CONSTRUCTION
4839 CAMPBELLS RUN ROADPITTSBURGHPA15205CONSTRUCTION4165893
MBM CONTRACTING
4999 OLD CLAIRTON ROADPITTSBURGHPA15236CONSTRUCTION2985683
FieldValueIRS element (for citing)
Number Of Contractors GT100 K151NumberOfContractorsGT100K
Government Grants328179616GovernmentGrants
All Other Contributions113535449AllOtherContributions
Noncash Contributions10551639NoncashContributions
Total Contributions441715065TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
TUITION900099498889131498889131
AUXILIARY SERVICES6117104244439541988260456135
OTHER PROGRAM SERVICES9000992039761420397614
FieldValueIRS element (for citing)
Total Program Service Revenue561731140TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column12061807TotalRevenueColumn
Unrelated Business Revenue474506UnrelatedBusinessRevenue
Exclusion$11,587,301ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column12043834TotalRevenueColumn
Exclusion$12,043,834ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real774955Real
Personal103669Personal

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real559872Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real215083Real
Personal103669Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column318752TotalRevenueColumn
Exclusion$318,752ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities576743630Securities
Other239584Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities455035734Securities
Other79276Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities121707896Securities
Other160308Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column121868204TotalRevenueColumn
Exclusion$121,868,204ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory6730656GrossSalesOfInventory
Cost Of Goods Sold2758048CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column3972608TotalRevenueColumn
Unrelated Business Revenue491183UnrelatedBusinessRevenue
Exclusion$3,481,425ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1153711410TotalRevenueColumn
Related Or Exempt Function Income561275005RelatedOrExemptFunctionIncome
Unrelated Business Revenue1421824UnrelatedBusinessRevenue
Exclusion$149,299,516ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total23365734Total
Program Services23365734ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total110329814Total
Program Services110329814ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total1687750Total
Program Services1687750ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total5830407Total
Program Services1145102ProgramServices
Management And General3749640ManagementAndGeneral
Fundraising935665Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total2559010Total
Program Services2361335ProgramServices
Fundraising197675Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total462511027Total
Program Services427480931ProgramServices
Management And General26980554ManagementAndGeneral
Fundraising8049542Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total28708102Total
Program Services24124546ProgramServices
Management And General3900904ManagementAndGeneral
Fundraising682652Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total48225472Total
Program Services43951559ProgramServices
Management And General2985633ManagementAndGeneral
Fundraising1288280Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total25238000Total
Program Services21071115ProgramServices
Management And General3536429ManagementAndGeneral
Fundraising630456Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total7193163Total
Program Services4256166ProgramServices
Management And General2936997ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total1089754Total
Program Services80548ProgramServices
Management And General1009206ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total406690Total
Program Services406690ProgramServices

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total588958Total
Fundraising588958Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total2976850Total
Management And General2976850ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total17234630Total
Program Services12951738ProgramServices
Management And General4080397ManagementAndGeneral
Fundraising202495Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total2618844Total
Program Services1818318ProgramServices
Management And General791082ManagementAndGeneral
Fundraising9444Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total23526180Total
Program Services20903133ProgramServices
Management And General2183429ManagementAndGeneral
Fundraising439618Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total17048673Total
Program Services14508651ProgramServices
Management And General2212551ManagementAndGeneral
Fundraising327471Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total1401027Total
Program Services1401027ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total42638177Total
Program Services39604495ProgramServices
Management And General3018733ManagementAndGeneral
Fundraising14949Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total28932993Total
Program Services26819442ProgramServices
Management And General1188758ManagementAndGeneral
Fundraising924793Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total3034Total
Program Services3034ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total10244225Total
Program Services9143770ProgramServices
Management And General878600ManagementAndGeneral
Fundraising221855Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total10818158Total
Program Services10244024ProgramServices
Management And General574134ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total49740147Total
Program Services45724363ProgramServices
Management And General4015784ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total1899620Total
Program Services1599420ProgramServices
Management And General300200ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
OTHER358719542452751110468927875516
FOOD SERVICE OPERATIONS1459739514563724336710
GRANT SUBCONTRACT SERVI9425240942524000
INFORMATION RESOURCES7279841712238510452652930
NON-CAPITAL EQUIPMENT654436428782473665279838

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total8982310Total
Program Services7571282ProgramServices
Management And General1138668ManagementAndGeneral
Fundraising272360Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1009517543Total
Program Services911071094ProgramServices
Management And General82730952ManagementAndGeneral
Fundraising15715497Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY66439BOY
EOY51102EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY127063813BOY
EOY129210703EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY83347523BOY
EOY97377553EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY28919375BOY
EOY29346032EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY328657BOY
EOY260376EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY2559747BOY
EOY2948297EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY8693248BOY
EOY9673442EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1307421993LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec623554662LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY685186352BOY
EOY683867331EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY534503259BOY
EOY638034087EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY505345546BOY
EOY658994266EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY36185883BOY
EOY26501031EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2012199842BOY
EOY2276264220EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY87965962BOY
EOY88582824EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY84565769BOY
EOY82197459EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY420617599BOY
EOY419110510EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY44950588BOY
EOY39478633EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY71145384BOY
EOY66555939EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY709245302BOY
EOY695925365EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY572526413BOY
EOY673639708EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY259025885BOY
EOY391797696EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY471402242BOY
EOY514901451EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1302954540BOY
EOY1580338855EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2012199842BOY
EOY2276264220EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses144193867ReconcilationRevenueExpenses
Reconcilation Other Changes133190448ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals409724FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals409724FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals1009107819FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals1009517543FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus31000000CurrentYearMinus3
Current Year Minus21000000CurrentYearMinus2
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total4000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus3641069CurrentYearMinus3
Current Year Minus2557731CurrentYearMinus2
Current Year Minus1396056CurrentYearMinus1
Current Year409724CurrentYear
Total2004580Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3250000CurrentYearMinus3
Current Year Minus2250000CurrentYearMinus2
Current Year Minus1250000CurrentYearMinus1
Current Year250000CurrentYear
Total1000000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included120857RevenuesIncluded
Assets In Part X5415065AssetsInPartX
FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Solicited Assets For Sale0SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance814125852BeginningOfYearBalance
Contributions31589202Contributions
Investment Earnings Or Losses221701643InvestmentEarningsOrLosses
Grants Or Scholarships11613363GrantsOrScholarships
Other Expenditures38194929OtherExpenditures
Administrative Expenses1443039AdministrativeExpenses
End Of Year Balance1016165366EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance753208399BeginningOfYearBalance
Contributions20329234Contributions
Investment Earnings Or Losses93475815InvestmentEarningsOrLosses
Grants Or Scholarships11479877GrantsOrScholarships
Other Expenditures39865024OtherExpenditures
Administrative Expenses1542695AdministrativeExpenses
End Of Year Balance814125852EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1067727859BeginningOfYearBalance
Contributions19538306Contributions
Investment Earnings Or Losses-282444678InvestmentEarningsOrLosses
Grants Or Scholarships10827112GrantsOrScholarships
Other Expenditures39247260OtherExpenditures
Administrative Expenses1538716AdministrativeExpenses
End Of Year Balance753208399EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.24200BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.45710PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.30090TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis40315641OtherCostOrOtherBasis
Book Value40315641BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis979866425OtherCostOrOtherBasis
Depreciation439192140Depreciation
Book Value540674285BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis12342734OtherCostOrOtherBasis
Depreciation6614890Depreciation
Book Value5727844BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis242679086OtherCostOrOtherBasis
Depreciation171236276Depreciation
Book Value71442810BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis32218107OtherCostOrOtherBasis
Depreciation6511356Depreciation
Book Value25706751BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings683867331TotalOfBookValueLandBuildings

Other Securities OtherSecurities (5 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
REAL ESTATE58859602F
VENTURE CAPITAL & PRIVATE EQUITY311255954F
AGGRESSIVE, DISTRESSED & ARBITRAGE FIXED INCOME53748605F
NATURAL RESOURCES75538510F
HEDGE FUNDS159591595F
FieldValueIRS element (for citing)
Total Of Book Value Securities658994266TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (13 entries)

DescriptionDescriptionAmountAmount
SEI ODE LIABILITY$180,811
CONTRACT RETENTIONS$337,897
GATE STUDENT LOAN PROGRAM$1,630,005
ASSET RETIREMENT OBLIGATION-FIN 47$4,439,614
FEDERAL LOAN PROGRAMS & STUDENT DEPOSITS$14,628,573
ESCHEAT CHECKS PAYABLE$800,795
PRESENT VALUE OF ANNUITIES DUE$13,905,934
SWAP AGREEMENTS/CONTRACTS$28,474,066
FEDERAL , STATE AND LOCAL TAXES PAYABLE$214,397
MISC. OTHER LIABILITIES$9,270
CAPITALIZED LEASE OBLIGATIONS$502,321
MCCUNE RECOVERABLE LOAN FUND$1,413,704
AGENCY FUNDING$18,552
FieldValueIRS element (for citing)
Total Of Amounts66555939TotalOfAmounts
Total Revenue1153711410TotalRevenue
Total Expenses1009517543TotalExpenses
Excess Or Deficit For Year144193867ExcessOrDeficitForYear
Net Unrealized GL On Investments134411835NetUnrealizedGLOnInvestments
Prior Period Adjustments-3844PriorPeriodAdjustments
Other-$1,217,543OtherAmount
Total Adjustments133190448TotalAdjustments
Excess Or Deficit Per FS277384315ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1189466902TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments134411835NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities10192119DonatedSrvcAndUseOfFacilities
Other Revenues8764564OtherRevenues
Revenue Not Rptd F990153368518RevenueNotRptdF990
Revenue Subtotal1036098384RevenueSubtotal
Other Revenues Not Included117613026OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt117613026RevenueNotRptdOnFinStmt
Total Revenue Per Form9901153711410TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt909700329TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities10192119DonatedServicesUseOfFacilities
Other Expenses Included17908088OtherExpensesIncluded
Expenses Not Rptd F99028100207ExpensesNotRptdF990
Expenses Subtotal881600122ExpensesSubtotal
Other Expenses Not Included127917421OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt127917421ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901009517543TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART III, LINE 4:CARNEGIE MELLON MAINTAINS VARIOUS ITEMS INCLUDING COLLECTIONS OF ART, HISTORIC TREASURES, AND OTHER SIMILAR ASSETS TO SUPPORT THE EDUCATION AND RESEARCH FUNCTIONS OF THE UNIVERSITY.
PART V, LINE 4:THE CARNEGIE MELLON ENDOWMENT IS A COLLECTION OF INDIVIDUAL FUNDS PRIMARILY ESTABLISHED BY DONORS AND MANAGED BY THE UNIVERSITY AS A POOLED SET OF ASSETS. IN ACCORDANCE WITH THE PENNSYLVANIA ACT 141 AND DONOR INTENT, THE UNIVERSITY SPENDS A PREDETERMINED PORTION OF THE ENDOWMENT INCOME EACH YEAR ON FACULTY SUPPORT, STUDENT SUPPORT, AND GENERAL UNIVERSITY SUPPORT.DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
PART X:CARNEGIE MELLON PERFORMS AN ANNUAL FIN 48 (ASC 740) ANALYSIS TO ANALYZE ALL TAX POSITIONS AS REQUIRED. FOR THE FISCAL YEAR ENDED JUNE 30, 2011, 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:
CHANGE IN SWAP VALUE -1,220,461. DECONSOLIDATION OF NEW ASSETS 2,918.PART XI, LINE 8 - OTHER ADJUSTMENTS:
LOSS ON SALE OF ASSETS -160,308. COST OF GOODS SOLD 2,758,047. SUBSIDIARY REVENUE 5,606,953. RENTAL EXPENSE 559,872.PART XII, LINE 2D - OTHER ADJUSTMENTS:
FINANCIAL AID 114,636,176. INVESTMENT MANAGER FEES 2,976,850.PART XII, LINE 4B - OTHER ADJUSTMENTS:
LOSS ON SALE OF ASSETS -160,308. COST OF GOODS SOLD 13,062,788. SUBSIDIARY EXPENSE 4,445,736. RENTAL EXPENSE 559,872.PART XIII, LINE 2D - OTHER ADJUSTMENTS:
FINANCIAL AID 114,636,176. INVESTMENT MANAGER FEES 2,976,850. INTERNAL SALES REVENUE 10,304,395.PART XIII, 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

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received1GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Compliance With Rev Proc75501ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATIONSCHEDULE E, PART I, LINE 3THE NON-DISCRIMINATORY POLICY AND STATEMENT OF ASSURANCE APPEARS ON PRINTED MATERIALS USED TO COMMUNICATE WITH PROSPECTIVE AND CURRENT STUDENTS AS WELL AS EMPLOYEES OF CARNEGIE MELLON UNIVERSITY.
EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCESCHEDULE E, PART I, LINE 6MONETARY GRANTS WERE RECEIVED FROM FEDERAL AND STATE AGENCIES TO PROVIDE ASSISTANCE TO STUDENTS ATTENDING CARNEGIE MELLON UNIVERSITY.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (18 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvided
CENTRAL AMERICA AND THE CARIBBEAN00FOREIGN INVESTMENTS274768876
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICES18170EDUCATION
EAST ASIA AND THE PACIFIC00GRANTMAKING252439
EAST ASIA AND THE PACIFIC229PROGRAM SERVICES7068163EDUCATION
EAST ASIA AND THE PACIFIC00UBI27607
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTMAKING111337
EUROPE (INCLUDING ICELAND & GREENLAND)00FOREIGN INVESTMENTS11548184
EUROPE (INCLUDING ICELAND & GREENLAND)12PROGRAM SERVICES3780428EDUCATION
MIDDLE EAST AND NORTH AFRICA00GRANTMAKING1020502
MIDDLE EAST AND NORTH AFRICA1180PROGRAM SERVICES46200335EDUCATION
NORTH AMERICA00GRANTMAKING270181
NORTH AMERICA04PROGRAM SERVICES592662EDUCATION
RUSSIA & THE NEWLY INDEPENDENT STATES00PROGRAM SERVICES21258EDUCATION
SOUTH AMERICA03PROGRAM SERVICES156045EDUCATION
SOUTH ASIA01PROGRAM SERVICES366685EDUCATION
SUB-SAHARAN AFRICA00GRANTMAKING33290
SUB-SAHARAN AFRICA00FOREIGN INVESTMENTS2560897
SUB-SAHARAN AFRICA01PROGRAM SERVICES336095EDUCATION
FieldValueIRS element (for citing)
Subtotal Number Of Offices3SubtotalNumberOfOffices
Subtotal Number Of Employees31SubtotalNumberOfEmployees
Cont Number Of Offices1ContNumberOfOffices
Cont Number Of Employees189ContNumberOfEmployees
Total Number Of Offices4TotalNumberOfOffices
Total Number Of Employees220TotalNumberOfEmployees
Subtotal Amount Spent297575204SubtotalAmountSpent
Cont Amount Spent51557950ContAmountSpent
Total Amount Spent349133154TotalAmountSpent
No Recipient Over5 KXNoRecipientOver5K

Grants To Orgs Outside US GrantsToOrgsOutsideUS (4 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACTS111337CASH; ELECTRONIC FUND TRANSFER
MIDDLE EAST AND NORTH AFRICASUBCONTRACTS294584CASH; ELECTRONIC FUND TRANSFER
NORTH AMERICASUBCONTRACTS270181CASH; ELECTRONIC FUND TRANSFER
SUB-SAHARAN AFRICASUBCONTRACTS33290CASH; ELECTRONIC FUND TRANSFER
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs0TotalNumberOf501c3Orgs
Total Number Of Other Orgs9TotalNumberOfOtherOrgs

Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
STUDENT SCHOLARSHIPSEAST ASIA AND THE PACIFIC75252439CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCT.
STUDENT SCHOLARSHIPSMIDDLE EAST AND NORTH AFRICA29725918CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCT.
FieldValueIRS element (for citing)
Transfer To Foreign Corp1TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp1OwnForeignCorp
Passive Foreign Invest Co1PassiveForeignInvestCo
Foreign Partnership1ForeignPartnership
Boycott Countries1BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:Identifier
ExplanationSCHEDULE F, PART I, LINE 2: CMU DISTRIBUTES LIMITED FINANCIAL AID AND GRANT FUNDS TO STUDENTS AT ITS INTERNATIONAL LOCATIONS 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. 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

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganization
RUFFALO CODY
65 KIRKWOOD N ROAD SWCEDAR RAPIDSIA52406TELEMARKETING SERVICES0927519433735493784
REEHER GROUP LLC
165 WESTERN AVE NST PAULMN55102DATA ANALYSIS/ TRACKING SERVICES0088878-88878
WASHBURN & MCGOLDRICK
8 CENTURY HILLLATHAMNY12110STRATEGIC PLANNING/CONSULTING FOR CAPITAL CAMPAIGN0066345-66345
FieldValueIRS element (for citing)
Total Gross Receipts927519TotalGrossReceipts
Total Retained By Contractors588958TotalRetainedByContractors
Total Net To Organization338561TotalNetToOrganization
Licensed StatesPALicensedStates

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (97 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
ALLEGHENY INTERMEDIATE UNIT
27 SOUTH LINWOOD AVENUEPITTSBURGHPA15205251425758501(C)(4)7800EDUCATION/RESEARCH SUBCONTRACTS
ALLEGHENY-SINGER RESEARCH
TWO ALLEGHENY CENTERPITTSBURGHPA15212251320493501 (C)(3)116634EDUCATION/RESEARCH SUBCONTRACTS
AMERICAN PRODUCTIVITY & QUALITY
123 N POST OAK LANE SUITE 300HOUSTONTX77024742094629501 (C)(3)81958EDUCATION/RESEARCH SUBCONTRACTS
ARIZONA STATE UNIVERSITY
PO BOX 870502TEMPEAZ85287860196696IRC 115102451EDUCATION/RESEARCH SUBCONTRACTS
BRIGHAM YOUNG UNIVERSITY
PO BOX 21128PROVOUT84602870217280501 (C)(3)104937EDUCATION/RESEARCH SUBCONTRACTS
BUTLER COUNTY COMMUNITY COLLEGE
107 COLLEGE DRIVEBUTLERPA16002251154027IRC 11544706EDUCATION/RESEARCH SUBCONTRACTS
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVDPASADENACA91125951643307501 (C)(3)117812EDUCATION/RESEARCH SUBCONTRACTS
CALIFORNIA UNIVERSITY OF PENNSYLVANIA
250 UNIVERSITY AVECALIFORNIAPA15419251508140501 (C)(3)57237EDUCATION/RESEARCH SUBCONTRACTS
CAMDEN COUNTY COLLEGE
200 COLLEGE DRBLACKWOODNJ08012221821290IRC 11553687EDUCATION/RESEARCH SUBCONTRACTS
CANCER SUPPORT COMMUNITY
1050 17TH STREET NWWASHINGTONDC20036954163931501 (C)(3)24890EDUCATION/RESEARCH SUBCONTRACTS
CHILDRENS HOSPITAL OF PITTSBURGH
4401 PENN AVEPITTSBURGHPA15224250402510501 (C)(3)9637EDUCATION/RESEARCH SUBCONTRACTS
COLLIN COUNTY COMMUNITY COLLEGE
3452 SPUR 399MCKINNEYTX75069752037156501 (C)(3)34814EDUCATION/RESEARCH SUBCONTRACTS
COLORADO SCHOOL OF MINES
1500 ILLINOIS STGOLDENCO80401846000551501 (C)(3)11040EDUCATION/RESEARCH SUBCONTRACTS
COLUMBIA UNIVERSITY
615 WEST 131ST STREETNEW YORKNY10027135598093501 (C)(3)454497EDUCATION/RESEARCH SUBCONTRACTS
COMMUNITY COLLEGE OF ALLEGHENY COUNTY
800 ALLEGHENY AVEPITTSBURGHPA15233256075057IRC 11550740EDUCATION/RESEARCH SUBCONTRACTS
CARNEGIE LIBRARY OF PITTSBURGH
4400 FORBES AVENUEPITTSBURGHPA15213250965281501 (C)(3)45000EDUCATION/RESEARCH SUBCONTRACTS
COLD SPRING HARBOR LABORATORY
PO BOX 100 ONE BUNGTOWN RDCOLD SPRING HARBORNY11724112013303501 (C)(3)85485EDUCATION/RESEARCH SUBCONTRACTS
CORNELL UNIVERSITY
341 PINE TREE ROADITHACANY14850150532082501 (C)(3)485277EDUCATION/RESEARCH SUBCONTRACTS
CORO CENTER FOR CIVIC LEADERSHIP
33 TERMINAL WAYPITTSBURGHPA15219311703402501 (C)(3)24680EDUCATION/RESEARCH SUBCONTRACTS
DREXEL UNIVERSITY
3201 ARCH STREETPHILADELPHIAPA19104231352630501 (C)(3)14741EDUCATION/RESEARCH SUBCONTRACTS
EAST CAROLINA UNIVERSITY
EAST FIFTH STREETGREENVILLENC27858566000403IRC 115162942EDUCATION/RESEARCH SUBCONTRACTS
CONTRA COSTA COMMUNITY COLLEGE
500 COURT STREETMARTINEZCA94553680484326501 (C)(3)15280EDUCATION/RESEARCH SUBCONTRACTS
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRIVEFAIRFAXVA22030540836354501 (C)(3)274681EDUCATION/RESEARCH SUBCONTRACTS
GEORGETOWN UNIVERSITY
37TH AND O STREETS NWWASHINGTONDC20057530196603501 (C)(3)116952EDUCATION/RESEARCH SUBCONTRACTS
GEORGIA TECH RESEARCH CORP
505 TENTH STREET NWATLANTAGA30332582374837501 (C)(3)218014EDUCATION/RESEARCH SUBCONTRACTS
HARVARD UNIVERSITY
1033 MASSACHUSETTS AVECAMBRIDGEMA02138530199180501 (C)(3)18172EDUCATION/RESEARCH SUBCONTRACTS
INSTITUTE FOR DEFENSE ANALYSES
4850 MARK CENTER DRIVEALEXANDRIAVA22311530233247501 (C)(3)66254EDUCATION/RESEARCH SUBCONTRACTS
DUKE UNIVERSITY
324 BLACKWELL STREETDURHAMNC27701560532129501 (C)(3)85221EDUCATION/RESEARCH SUBCONTRACTS
JACKSON STATE UNIVERSITY
1400 LYNCH STJACKSONMS39217646000507501 (C)(3)14760EDUCATION/RESEARCH SUBCONTRACTS
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREETBALTIMOREMD21218520595110501 (C)(3)335618EDUCATION/RESEARCH SUBCONTRACTS
JOHNSON C SMITH UNIVERSITY
100 BEATTIES FORD ROADCHARLOTTENC28216250983069501 (C)(3)8148EDUCATION/RESEARCH SUBCONTRACTS
FLORIDA STATE UNIVERSITY
600 W COLLEGE AVENUETALLAHASSEEFL32306591961248501 (C)(3)58988EDUCATION/RESEARCH SUBCONTRACTS
LEHIGH UNIVERSITY
524 BRODHEAD AVENUEBETHLEHEMPA15015240795445501 (C)(3)67070EDUCATION/RESEARCH SUBCONTRACTS
MERCYHURST COLLEGE
501 EAST 38TH STREETERIEPA16546250965430501 (C)(3)12734EDUCATION/RESEARCH SUBCONTRACTS
NASA MANAGEMENT OFFICE
NASA HEADQUARTERS SUITE 1M32WASHINGTONDC20546530201509GOV ENTITY171861EDUCATION/RESEARCH SUBCONTRACTS
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139042103594501 (C)(3)1710485EDUCATION/RESEARCH SUBCONTRACTS
NEW YORK UNIVERSITY
726 BROADWAY NINTH FLOORNEW YORKNY10003135562308501 (C)(3)168285EDUCATION/RESEARCH SUBCONTRACTS
NATIONAL BUREAU OF ECONOMIC RESEARCH
1050 MASSACHUSETTS AVENUECAMBRIDGEMA02138131641075501 (C)(3)36698EDUCATION/RESEARCH SUBCONTRACTS
NORTH CAROLINA CENTRAL UNIVERSITY
1801 FAYETTEVILLE STDURHAMNC27707566000730501 (C)(3)65695EDUCATION/RESEARCH SUBCONTRACTS
NAVAL MEDICAL CENTER PORTSMOUTH
620 JOHN PAUL JONES CIR 275PORTSMOUTHVA23708999999999GOV ENTITY67393EDUCATION/RESEARCH SUBCONTRACTS
OREGON HEALTH & SCIENCE UNIVERSITY
3181 SAM JACKSON PARK ROADPORTLANDOR97239931176109IRC 115144120EDUCATION/RESEARCH SUBCONTRACTS
OREGON STATE UNIVERSITY
102 ADAMS HALLCORVALLISOR97331936001786IRC 11575646EDUCATION/RESEARCH SUBCONTRACTS
PENN STATE UNIVERSITY
417 OLD MAINUNIVERSITY PARKPA16802246000376501 (C)(3)245053EDUCATION/RESEARCH SUBCONTRACTS
OHIO STATE UNIVERSITY
154 W 12TH AVENUECOLUMBUSOH43210316025986IRC 11515235EDUCATION/RESEARCH SUBCONTRACTS
PURDUE UNIVERSITY
401 S GRANT STREETWEST LAFAYETTEIN47907356002041501 (C)(3)312052EDUCATION/RESEARCH SUBCONTRACTS
RACHEL CARSON HOMESTEAD ASSOCIATION
613 MARION AVENUESPRINGDALEPA15144251301720501 (C)(3)15000EDUCATION/RESEARCH SUBCONTRACTS
REGENTS OF THE UNIV OF CALIFORNIA
1111 FRANKLIN ST 12TH FLOOROAKLANDCA94607956006144501 (C)(3)271588EDUCATION/RESEARCH SUBCONTRACTS
RESEARCH FOUNDATION CITY UNIV OF NY
230 WEST 41ST STREETNEW YORKNY10036191988190IRC 115212758EDUCATION/RESEARCH SUBCONTRACTS
RESEARCH FOUNDATION OF STATE UNIV
35 STATE STREETALBANYNY12207141368361IRC 115356517EDUCATION/RESEARCH SUBCONTRACTS
RHODE ISLAND COLLEGE
600 MOUNT PLEASANT AVEPROVIDENCERI02908056000522501 (C)(3)76678EDUCATION/RESEARCH SUBCONTRACTS
RESEARCH INSTITUTE AT NATIONWIDE
700 CHILDRENS DRIVECOLUMBUSOH43205316056230501 (C)(3)5826EDUCATION/RESEARCH SUBCONTRACTSEDUCATION/RESEARCH SUBCONTRACTS
STANFORD UNIVERSITY
3145 PORTER DRIVEPALO ALTOCA94304941156365501 (C)(3)1078175EDUCATION/RESEARCH SUBCONTRACTS
SCRIPPS RESEARCH INSTITUTE
10550 NORTH TORREY PINES ROADLA JOLLACA92037330435954501 (C)(3)45490EDUCATION/RESEARCH SUBCONTRACTS
TEXAS ENGINEERING EXPERIMENT STATION
308 WISENBAKER BLDGCOLLEGE STATIONTX77843741974733501 (C)(3)99175EDUCATION/RESEARCH SUBCONTRACTS
TRUSTEES UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA19104231352685501 (C)(3)411744EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF ALASKA FAIRBANKS
PO BOX 756540FAIRBANKSAK99775926000147IRC 11524435EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF ARIZONATHE
1111 NORTH CHERRY AVENUETUCSONAZ85721742652689IRC 115148702EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF CALIFORNIA BERKELEY
2120 BERKELEY WAYBERKELEYCA94720946002123IRC 1151060961EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF CALIFORNIA DAVIS
1 SHIELDS AVENUEDAVISCA95616946036494IRC 11596119EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF CALIFORNIA IRVINE
2301 BERKELEY PLACEIRVINECA92697952226406IRC 115270697EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF CALIFORNIA LOS ANGELES
405 HILGARD AVE 1147 NURPHY HALLLOS ANGELESCA90095956006143IRC 115356442EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF CALIFORNIA REGENTS
1111 FRANKLIN ST 12TH FLOOROAKLANDCA94607946036493IRC 1155996EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF CALIFORNIA RIVERSIDE
900 UNIVERSITY AVERIVERSIDECA92521956006142IRC 115209586EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF CALIFORNIA SANTA BARBARA
552 UNIVERSITY ROADSANTA BARBARACA93106956006145IRC 115143082EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF CENTRAL FLORIDA
4000 CENTRAL FLORIDA BLVDORLANDOFL32816592924021501 (C)(3)17312EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF NORTH CAROLINA WILMINGTON
601 S COLLEGE ROADWILMINGTONNC28403566001393IRC 115638977EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF NOTRE DAME
731 GRACE HALLNOTRE DAMEIN46556350868188501 (C)(3)121552EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF FLORIDA
PO BOX 113203GAINESVILLEFL32611596002052IRC 115161883EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF ILLINOIS
506 SOUTH WRIGHT STREETURBANAIL61801376000511501 (C)(3)553631EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF MARYLAND
1123 MICROBIOLOGY BUILDINGCOLLEGE PARKMD20742526002033IRC 115248887EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF MICHIGAN
1011 NORTH UNIVERSITY AVENUEANN ARBORMI48109386005984501 (C)(3)421439EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF MINNESOTA
2221 UNIVERSITY AVENUE SEMINNEAPOLISMN55414416007513IRC 115197792EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF NEW MEXICO THE
1 UNIVERSITY OF NEW MEXICOALBUQUERQUENM87131856000642IRC 11596038EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF PITTSBURGH
116 ATWOOD STREETPITTSBURGHPA15260250965591501 (C)(3)6624598EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA19104231352685501 (C)(3)26096EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF ROCHESTER
901 GENESEE STREETROCHESTERNY14611160743209501 (C)(3)36039EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF SOUTH FLORIDA
4202 E FOWLER AVETAMPAFL33620593102112IRC 11533529EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY PARK CAMPUSLOS ANGELESCA90089951642394501 (C)(3)359250EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF TEXAS AT AUSTINTHE
1 UNIVERSITY STATIONAUSTINTX78713746000203IRC 115192009EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF TEXAS AT DALLAS
800 WEST CAMPBELL ROADRICHARDSONTX75080751305566IRC 115201141EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF TEXAS AT EL PASO
500 WEST UNIVERSITY AVENUEEL PASOTX79968746000813IRC 11548315EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF VIRGINIA
912 W FRANKLINRICHMONDVA23284546001758IRC 11533974EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF WASHINGTON
1410 NE CAMPUS PARKWAYSEATTLEWA98915916001537IRC 115405373EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF WISCONSIN
750 UNION AVEMADISONWI53705690360001IRC 115251330EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF WISCONSIN MILWAUKEETHE
2200 EAST KENWOOD BLVDMILKWAUKEEWI53211391805963IRC 115112245EDUCATION/RESEARCH SUBCONTRACTS
VERMONT LAW SCHOOL
PO BOX 96SOUTH ROYALTONVT05068237251952501 (C)(3)71388EDUCATION/RESEARCH SUBCONTRACTS
WASHINGTON STATE UNIVERSITY
240 FRENCH ADM BLDG PO BOX 641025PULLMANWA99164916001108501 (C)(3)147069EDUCATION/RESEARCH SUBCONTRACTS
WEST VIRGINIA UNIVERSITY RESEARCH
886 CHESTNUT RIDGE ROADMORGANTOWNWV26506550665758501 (C)(3)179858EDUCATION/RESEARCH SUBCONTRACTS
WESTMORELAND COUNTY COMMUNITY
145 PAVILION LANEYOUNGWOODPA15697251208182501 (C)(3)44000EDUCATION/RESEARCH SUBCONTRACTS
WORCESTER POLYTECHNIC INSTITUTE
100 INSTITUTE ROADWORCESTERMA01609042121659501 (C)(3)241937EDUCATION/RESEARCH SUBCONTRACTS
YESHIVA UNIVERSITY
500 WEST 185TH STREETNEW YORKNY10033131624225501 (C)(3)112705EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF UTAH
201 SOUTH PRESIDENTS CIRCLESALT LAKE CITYUT84112876000525IRC 11529415EDUCATION/RESEARCH SUBCONTRACTS
TENNESSE STATE UNIVERSITY
3500 JOHN A MERRIT BLVDNASHVILLETN37209620786119IRC 11542008EDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF VERMONT & STATE
85 S PROSPECT STREETBURLINGTONVT05405030179440501 (C)(3)23011EDUCATION/RESEARCH SUBCONTRACTS
WAKE FOREST UNIVERSITY
PO BOX 7201WINSTONSALEMNC27109560532138501 (C)(3)223509EDUCATION/RESEARCH SUBCONTRACTS
WAYNE STATE UNIVERSITY
5700 CASS AVENUEDETROITMI48202383555142501 (C)(3)94771EDUCATION/RESEARCH SUBCONTRACTSEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF PUERTO RICO
RIO PIEDRAS CAMPUS PO BOX 23305SAN JUANPR00931660433760501 (C)(3)90302EDUCATION/RESEARCH SUBCONTRACTS
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants96TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
CMU SCHOLARSHIPS539396595141
ENDOWED STUDENT SCHOLARSHIPS13118495758
EXTERNAL DONOR OR CORPORATE FUNDED SCHOLARSHIPS3093157550
FEDERAL GRANT7222075365
STUDY ABROAD SCHOLARSHIP16000

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE 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

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Discretionary Spending AccountXDiscretionarySpendingAccount
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Personal ServicesXPersonalServices
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (27 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DENISE ROUSSEAU HEINZ PROFFACULTY
150016000157310289050141700208822000
JARED L COHON
52300709271001744560196000512090860982000
MARK S KAMLET
423879000628310196000158680522178000
MARY JO DIVELY
343532000296140196000185500411296000
DEBORAH J MOON
290706000109070196000267100347923000
ELIZABETH A MILAVEC
17460900018740147120176590208854000
JAY S CALHOUN
21805400029420160800156560252732000
CHERYL M HAYS
18486300021473016458086900231484000
RICHARD D MCCULLOUGH
341663000200790196000218020403144000
MICHAEL C MURPHY
215473000228490192000148720272394000
ROBBEE B KOSAK
358138000147660196000189120411416000
CHARLES KENNEDY
218154000172200188900204260274690000
RANDAL E BRYANT
28864100092210196000183810335843000
PAUL D NIELSEN
44657700021263019600048060492246000
PRADEEP K KHOSLA
372044000684520196000179300478026000
MOHAMMED A DOBASHI
1840950002935600129990208580511512000
KRZYSZTOF MATYJASZEWSKI
419067000269890227640145390483359000
ALAN MONTGOMERY
1976670002203050168470672810502100000
CHARLES THORPE
3077270001635890199980242830515597000
ROBERT T MONROE
2485850003212430193780119200601126000
KENNETH DUNN
275000000596101960005850301146000
GLORIANA ST CLAIR
2063970001879016661060640231001000
MARK WESSEL
190233000613960171020126430281374000
FREDERICK J GILMAN
300478000284620196000184650367005000
JAMES H MORRIS
19352200058260201060170160236470000
JOHN P LEHOCZKY
273830000443730196000129380350741000
HILARY ROBINSON
186898000747015141067670209553000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SUPPLEMENTAL INFORMATIONPART IIIPART 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 THE VALUE OF EMPLOYER PROVIDED HOUSING ATTRIBUTED TO PERSONAL USE.
SUPPLEMENTAL INFORMATIONPART IIIPART I, LINE 7 PRESIDENT J. COHON RECEIVED A RETENTION BONUS DURING CALENDAR YEAR 2010.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
25165013701728RES42008-04-10120820000SEE PART VI, SUPPLEMENTAL INFORMATION000
PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY
23224385270917RXJ92009-08-20183259641SEE PART VI, SUPPLEMENTAL INFORMATION000

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Total ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsWorking Capital ExpendituresWorkingCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindCapital ExpendituresCapitalExpenditures
12082000052633627032920101011
183259641125050815752822011101115000000

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
000010.000000.000000.000001
000010.000000.000000.000001

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
010000
000001

Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
PART 1(F)ADESCRIPTION OF PURPOSEREFUNDING OF TAX EXEMPT BONDS DATED 12/12/2006 AND 03/01/2007
PART 1(F)BDESCRIPTION OF PURPOSEREFUNDING OF TAX EXEMPT BONDS DATED 10/26/1995 AND FUNDS FOR CERTAIN CAPITAL ACQUISITIONS AND PROJECTS.

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (9 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
ACCENTURE
D. DUBLON-CMU LIFE TRUSTEE-DIRECTOR OF ACCENTURE-CARNEGIE MELLON VENDOR117798SEE PART V PAYMENTS MADE TO/RECEIVED FROM ACCENTURE FOR FEES/LICENSING INCOME0
APPLE INC
E. FRANK-CMU LIFE TRUSTEE-VICE PRESIDENT OF APPLE-CARNEGIE MELLON VENDOR3700486SEE PART V PAYMENTS MADE TO/RECEIVED FROM APPLE, INC. FOR COMPUTER PRODUCTS, COMMISIONS AND SERVICES0
BANK OF NEW YORK MELLON
R. KELLY-CMU TERM TRUSTEE-CHAIRMAN/CEO OF BNY MELLON-CARNEGIE MELLON VENDOR11463803SEE PART V PAYMENTS MADE TO/RECEIVED FROM BNY MELLON FOR INTEREST AND BOND FEES0
COGNIZANT TECHNOLOGY SOLUTIONS
F. D'SOUZA-CMU TERM TRUSTEE-PRES/CEO OF COGNIZANT-CARNEGIE MELLON VENDOR117350SEE PART V PAYMENTS MADE TO/RECEIVED FROM COGNIZANT TECHNOLOGY SOLUTIONS FOR FEES/EXTERNAL SERVICES0
HEWLETT-PACKARD COMPANY
R. LANE-CMU LIFE TRUSTEE-EXECUTIVE CHAIRMAN OF HP, A CARNEGIE MELLON VENDOR149186SEE PART V COMPUTER PRODUCTS, FEES & LICENSE/MEMBERSHIP REVENUE0
KLEINER PERKINS CAUFIELD & BYERS
R. LANE-CMU LIFE TRUSTEE-MANAGING PARTNER OF KPC&B-CARNEGIE MELLON INVEST.1818026SEE PART V PAYMENTS MADE TO/RECEIVED FROM KLEINER PERKINS CAUFIELD & BYERS FOR LIMITED PARTNERSHIP CAPITAL GAINS DISTRIBUTIONS0
MICROSOFT INC
D. DUBLON-CMU LIFE TRUSTEE-DIRECTOR OF MICROSOFT-CARNEGIE MELLON VENDOR460138SEE PART V PAYMENTS MADE TO/RECEIVED FROM MICROSOFT FOR CONFERENCE AND SERVICE FEES0
PNC FINANCIAL SERVICES GROUP
J. ROHR-CMU LIFE TRUSTEE-CHAIRMAN/CEO OF PNC-CARNEGIE MELLON VENDOR24825656SEE PART V PAYMENTS MADE TO/RECEIVED FROM PNC FOR PURCHASING CARD PAYMENTS, BANK CARD REVENUE AND FEES0
UPMC HEALTH NETWORK INC
D. MOON-CMU OFFICER-BOARD MEMBER OF UPMC HEALTH NETWORK, INC.-CMU VENDOR666883SEE PART V PAYMENTS MADE TO UPMC HEALTH NETWORK, INC., HEALTH INSURANCE COVERAGE0

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F99046140NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISALSMethodOfDeterminingRevenues

Boats And Planes BoatsAndPlanes

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F990300NoncashContribsRptdF990
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions169NumberOfContributions
Noncash Contribs Rptd F9909653404NoncashContribsRptdF990
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XCOMPUTER EQUIPMENT9844498FAIR MARKET VALUE
XPHOTOGRAPHY EQUIPMENT11387FAIR MARKET VALUE
XCOMPUTER SOFTWARE11410FAIR MARKET VALUE
XHARPSICHORD14500FAIR MARKET VALUE
FieldValueIRS element (for citing)
Number Of8283 Received3NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierTHIRD PARTY USE:Identifier
Return ReferencePART I, LINE 32B:ReturnReference
ExplanationCARNEGIE MELLON USES THIRD PARTIES TO TRADE AND SELL CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 2EDWARD FRANK AND BRUCE MCWILLIAMS ARE TRUSTEES OF CARNEGIE MELLON AND HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER AS A MEMBER OF THE BOARD OF DIRECTORS FOR SUVOLTA, INC., AND AS AN OFFICER OF SUVOLTA, INC., RESPECTIVELY. ARTHUR H. ARONSON AND JAMES STALDER ARE TRUSTEES OF CARNEGIE MELLON AND HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER. IRA GUMBERG AND JAMES E. ROHR ARE TRUSTEES OF CARNEGIE MELLON AND HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER. IRA GUMBERG AND DAVID SHAPIRA ARE TRUSTEES OF CARNEGIE MELLON AND HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER. EVAN FRAZIER AND LINDA DICKERSON ARE TRUSTEES OF CARNEGIE MELLON AND HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER.
FORM 990, PART VI, SECTION A, LINE 7ACARNEGIE MELLON HAS SIX EX-OFFICIO TRUSTEES WHO ARE MEMBERS OF THE BOARD OF TRUSTEES BY HOLDING THE FOLLOWING OFFICES: MAYOR OF THE CITY OF PITTSBURGH PRESIDENT OF COUNCIL OF THE CITY OF PITTSBURGH PRESIDENT OF CARNEGIE MELLON UNIVERSITY PRESIDENT OF CARNEGIE MELLON ALUMNI ASSOCIATION PRESIDENT OF THE ANDREW CARNEGIE SOCIETY OF CARNEGIE MELLON CHAIRMAN OF CARNEGIE MELLON FACULTY SENATE EX-OFFICIO TRUSTEES 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 11CARNEGIE 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 CMU'S INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. UPON COMPLETION OF INDEPENDENT REVIEW BY THE CPA FIRM, THE FORM IS REVIEWED BY THE CONTROLLER, CFO, PRESIDENT, SENIOR MANAGMENT TEAM OF CMU, AND EXTERNAL LEGAL COUNSEL AND THEN PRESENTED TO AND REVIEWED WITH THE CHAIR AND VICE CHAIR OF THE AUDIT COMMITTEE. 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.
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 SECRETARY OF THE UNIVERSITY SENDING A 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 12C
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 SIMLILAR 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 B, LINE 15
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 VI, SECTION C, LINE 19
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 VII, SECTION A, COLUMN B:
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. THE FOLLOWING INDIVIDUALS WERE MEMBERS OF CARNEGIE MELLON'S BOARD OF TRUSTEES IN THE CAPACITY OF EMERITUS LIFE TRUSTEES: PAUL A. ALLAIRE CAROL R. BROWN ROBERT M. BROWN III FRANK V. CAHOUET LUCIAN CASTE ROBERT A. CHARPIE DOUGLAS D. DANFORTH W. LOGAN DICKERSON EDWARD DONLEY CYNTHIA FRIEDMAN CLAIRE W. GARGALLI WILLIAM GOLDSMITH 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 LINDSAY J. MORGENTHALER ALESSANDRO OVI NORMAN F. PARKER HENRY POSNER, JR. 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 W. TAYLOR JAMES M. WALTON KONRAD M. WEISFORM 990, PART VII, SECTION A, LINE 1A:
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 134,411,835. PRIOR PERIOD ADJUSTMENTS: -41,582. CHANGE IN SWAP VALUE -1,220,461. TRANSLATION ADJUSTMENTS 110,689. DECONSOLIDATION OF NET ASSETS -70,033. TOTAL TO FORM 990, PART XI, LINE 5: 133,190,448.FORM 990, PART XI, LINE 5:
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 STATEMENTS. CARNEGIE MELLON'S FINANCIAL STATEMENTS ARE CONSOLIDATED. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING:

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1CM SPE LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15000 FORBES AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15213ZIPCode
FieldValueIRS element (for citing)
EIN250969449EIN
Primary ActivitiesLEASEHOLDERPrimaryActivities
Legal Domicile StatePALegalDomicileState
Total Income0TotalIncome
EOY Assets4007652EOYAssets
Direct Controlling Entity NAN/ADirectControllingEntityNA

Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgDirect Controlling Entity NADirectControllingEntityNA
TECHNOLOGY HOLDINGS
4615 FORBES AVENUEPITTSBURGHPA15213251816045EDUCATIONPA501(C)(3)509(A)(3)CARNEGIE MELLON UNIVERSITY0
BENJAMIN GARVER LAMME SCHOLARSHIP FUND
5000 FORBES AVENUEPITTSBURGHPA15213256030362FELLOWSHIP FUNDPA501(C)(3)509(A)(3)CARNEGIE MELLON UNIVERSITY0
JACK G BUNCHER CHARITABLE FUND FOR CARNEGIE MELLON UNIVERSITY
5000 FORWARD AVENUEPITTSBURGHPA15217204393107GRANT FUNDPA501(C)(3)509(A)(3)CARNEGIE MELLON UNIVERSITY0
PITTSBURGH COUNCIL OF HIGHER EDUCATION
201 WOOD STREET BOX 647PITTSBURGHPA15222237303727COLLABORATION OF HIGHER EDUCATION INSTITUTIONSPA501(C)(3)509(A)(3)0N/A
THE ROBOTICS FOUNDRY & DIGITAL GREENHOUSE INC
2000 TECHNOLOGY DRIVEPITTSBURGHPA15219251837023ECONOMIC DEVELOPMENTPA501(C)(3)509(A)(3)0N/A
MPC CORPORATION
5000 FORBES AVENUEPITTSBURGHPA15213251128244RESEARCH AND DEVELOPMENTPA501(C)(3)509(A)(3)0N/A

Form990 Schedule R Part IV Form990ScheduleRPartIV (10 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnershipAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountryDirect Controlling Entity NADirectControllingEntityNA
ICARNEGIE INC
4615 FORBES AVENUEPITTSBURGHPA15213010625769EDUCATIONPACARNEGIE MELLON UNIVERSITYC431648725034670.94770
SEI-EUROPE GMBH
MARKET AND DEVELOPMENTCARNEGIE MELLON UNIVERSITYC5279704953011.00000FRANKFURT DIE WELLE AN DER WELLE 460 322 FRANKFURTGMGM
THE LORD FOUNDATION
5000 FORBES AVENUEPITTSBURGHPA15213251355798INACTIVEPACARNEGIE MELLON UNIVERSITYC1.00000
ROBERT H DIBBLE
PO BOX 830269DALLASTX75283596121661TRUSTFLT13168571.00000N/A
MABEL GORMAN WILSON
401 EAST LAS OLAS BLVDFT LAUDERDALEFL33301597274155TRUSTFLT13538761.00000N/A
GERTRUDE MCCULLOUGH
1735 MARKET STREET PO BOX 7899PHILADELPHIAPA19101236227860TRUSTPAT8400161.00000N/A
ANNE TASH
TWO PNC PLAZA 620 LIBERTY AVENUEPITTSBURGHPA15222256281625TRUSTPAT5576991.00000N/A
ESTATE OF RUTH TRINKS
TWO PNC PLAZA 620 LIBERTY AVENUEPITTSBURGHPA15222256207448TRUSTPAT2327691.00000N/A
ESTATE OF WILLEBALD TRINKS
TWO PNC PLAZA 620 LIBERTY AVENUEPITTSBURGHPA15222256061927TRUSTPAT8646221.00000N/A
JAMES WATKINS
TWO PNC PLAZA 620 LIBERTY AVENUEPITTSBURGHPA15222276601683TRUSTPAT11227021.00000N/A
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties1ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
ICARNEGIE
A276219CASH
ICARNEGIE
A97558CASH
BENJAMIN GARVER LAMME SCHOLARSHIP FUND
C59322CASH
JACK G BUNCHER CHARITABLE FUND FOR CMU
C600000CASH
MPC CORPORATION
C9742403CASH
SEI EUROPE GMBH
L50209CASH
ICARNEGIE
N66000CASH
ICARNEGIE
P36327CASH
ICARNEGIE
D497386CASH