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Nonprofiteer
← CARNEGIE INSTITUTE

Form 990 for tax year 2022

Filed by CARNEGIE INSTITUTE.

Totals

Total revenue
$81,329,411
Total expenses
$80,819,110
Contributions and grants received
$40,915,084
Grants paid
$0
Program services expenses (Part IX)
$65,702,118
Management and general expenses
$8,497,786
Fundraising expenses
$6,619,206
Program service expenses (Part III)
$65,702,118

Program services were 81.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVEN KNAPP

    PRESIDENT/CEO

    Total calculated
    $534,523
    From this org
    $489,562
    From related orgs
    $0
    Other
    $44,961
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $471,500
    Bonus
    $12,500
    Other
    $5,562
    Deferred
    $13,500
    Nontaxable benefits
    $31,461
    Filer's total
    $534,523

  • GEOVETTE E WASHINGTON

    TRUSTEE: CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • MARK A ALOE

    TRUSTEE EXITED 6/9/22

    Total calculated
    $0
    Hours/week
    3

  • JOHN A BARBOUR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • RAYMOND T BETLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • HELEN M BILLAK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • KEVIN L CARTER

    TRUSTEE EX OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • PATRICK J CATENA

    TRUSTEE EX OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • LOUIS R CESTELLO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • NOLAND J CHEUNG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CARRIE COGHILL

    TRUSTEE EXITED 6/3/22

    Total calculated
    $0
    Hours/week
    2

  • CHARLES H DOUGHERTY JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • CAROLYN DURONIO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • LEE B FOSTER

    TRUSTEE EXITED 6/9/22

    Total calculated
    $0
    Hours/week
    2

  • EVAN S FRAZIER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM GENERETT JR ESQUIRE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CINDY AKERS GERBER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOSEPH C GUYAUX

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JAMES R JOHNSON

    TRUSTEE EXITED 6/9/22

    Total calculated
    $0
    Hours/week
    3

  • ELLEN P KESSLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JENNIFER M LIPTAK

    TRUSTEE EX OFFICIO

    Total calculated
    $0
    Hours/week
    2

  • LEAH L LIZARONDO

    TRUSTEE ENTERED 6/9/22

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER MARTIN

    TRUSTEE ENTERED 6/9/22

    Total calculated
    $0
    Hours/week
    2

  • DAVID M MARTIN

    TRUSTEE ENTERED 6/9/22

    Total calculated
    $0
    Hours/week
    3

  • ALICE B MITINGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KENNEDY B NELSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ALBERT J NEUPAVER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • DEMETRIOS T PATRINOS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MARY ELLEN POOLE

    TRUSTEE ENTERED 6/9/22

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL K POPPER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • DAVID L PORGES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JOHN M RUSCETTI CFA

    TRUSTEE ENTERED 6/9/22

    Total calculated
    $0
    Hours/week
    2

  • JULIET LEA H SIMONDS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JANERA SOLOMON

    TRUSTEE EX OFFICIO

    Total calculated
    $0
    Hours/week
    2

  • JAMES SPENCER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JOAN R STEPHANS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ERICA STRASSBURGER

    TRUSTEE EX OFFICIO

    Total calculated
    $0
    Hours/week
    2

  • CHRISTINE J TORETTI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • WALTER W TURNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • THOMAS L VANKIRK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • WILLIAM E HUNT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • KEVIN HILES

    COO, EXECUTIVE VP

    Total calculated
    $332,844
    From this org
    $291,988
    From related orgs
    $0
    Other
    $40,856
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $281,573
    Bonus
    $7,500
    Other
    $2,915
    Deferred
    $11,394
    Nontaxable benefits
    $29,462
    Filer's total
    $332,844

  • GRETCHEN BAKER

    DIRECTOR CMNH

    Total calculated
    $280,308
    From this org
    $256,923
    From related orgs
    $0
    Other
    $23,385
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $251,336
    Bonus
    $5,000
    Other
    $587
    Deferred
    $3,154
    Nontaxable benefits
    $20,231
    Filer's total
    $280,308

  • ERIC CROSBY

    HENRY J HEINZ II DIRECTOR

    Total calculated
    $265,796
    From this org
    $246,481
    From related orgs
    $0
    Other
    $19,315
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $241,124
    Bonus
    $5,000
    Other
    $357
    Deferred
    $9,707
    Nontaxable benefits
    $9,608
    Filer's total
    $265,796

  • JASON BROWN

    HENRY BUHL JR DIRECTOR CSC

    Total calculated
    $254,206
    From this org
    $236,762
    From related orgs
    $0
    Other
    $17,444
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $230,959
    Bonus
    $5,000
    Other
    $803
    Deferred
    $9,299
    Nontaxable benefits
    $8,145
    Filer's total
    $254,206

  • PATRICK MOORE

    DIRECTOR AWM

    Total calculated
    $254,156
    From this org
    $226,628
    From related orgs
    $0
    Other
    $27,528
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $216,966
    Bonus
    $7,500
    Other
    $2,162
    Deferred
    $8,808
    Nontaxable benefits
    $18,720
    Filer's total
    $254,156

  • FRANK CARDIELLO

    TREASURER; VP FINANCE; CFO

    Total calculated
    $242,704
    From this org
    $211,335
    From related orgs
    $0
    Other
    $31,369
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $204,276
    Bonus
    $5,000
    Other
    $2,059
    Deferred
    $8,437
    Nontaxable benefits
    $22,932
    Filer's total
    $242,704

  • MARIA BERNIER

    SECRETARY; GENERAL COUNSEL

    Total calculated
    $228,030
    From this org
    $212,435
    From related orgs
    $0
    Other
    $15,595
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $204,234
    Bonus
    $7,500
    Other
    $701
    Deferred
    $0
    Nontaxable benefits
    $15,595
    Filer's total
    $228,030

  • YVONNE MAHER VP ADVANCEMENT

    & COMMUNITY ENGAGEMENT

    Total calculated
    $310,492
    From this org
    $278,857
    From related orgs
    $0
    Other
    $31,635
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $270,374
    Bonus
    $7,500
    Other
    $983
    Deferred
    $11,060
    Nontaxable benefits
    $20,575
    Filer's total
    $310,492

  • EDWARD MOTZNIK

    VP TECHNOLOGY

    Total calculated
    $198,903
    From this org
    $183,508
    From related orgs
    $0
    Other
    $15,395
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $178,321
    Bonus
    $3,500
    Other
    $1,687
    Deferred
    $7,162
    Nontaxable benefits
    $8,233
    Filer's total
    $198,903

  • NICOLE BECHTOLD

    ASSOCIATE GENERAL COUNSEL

    Total calculated
    $210,270
    From this org
    $208,815
    From related orgs
    $0
    Other
    $1,455
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $198,602
    Bonus
    $9,950
    Other
    $263
    Deferred
    $0
    Nontaxable benefits
    $1,455
    Filer's total
    $210,270

  • MICHELLE HORTON

    ASSOCIATE VP INST PARTNERS

    Total calculated
    $199,148
    From this org
    $170,126
    From related orgs
    $0
    Other
    $29,022
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $161,789
    Bonus
    $8,000
    Other
    $337
    Deferred
    $5,839
    Nontaxable benefits
    $23,183
    Filer's total
    $199,148

  • ANTHONY YOUNG

    VP FPO

    Total calculated
    $186,097
    From this org
    $159,562
    From related orgs
    $0
    Other
    $26,535
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $153,087
    Bonus
    $5,000
    Other
    $1,475
    Deferred
    $6,343
    Nontaxable benefits
    $20,192
    Filer's total
    $186,097

  • BRIAN HARKINS

    VP HUMAN RESOURCES

    Total calculated
    $185,973
    From this org
    $158,949
    From related orgs
    $0
    Other
    $27,024
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $153,444
    Bonus
    $5,000
    Other
    $505
    Deferred
    $6,343
    Nontaxable benefits
    $20,681
    Filer's total
    $185,973

  • JASON ZELINKO

    AVP INSTITUTIONAL PARTNERSHIPS

    Total calculated
    $155,653
    From this org
    $151,334
    From related orgs
    $0
    Other
    $4,319
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $151,017
    Bonus
    $0
    Other
    $317
    Deferred
    $3,775
    Nontaxable benefits
    $544
    Filer's total
    $155,653

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
CARNEGIE INSTITUTE PROVIDED REIMBURSEMENT FOR TWO EMPLOYEES, THE PRESIDENT, AND THE VP FOR ADVANCEMENT AND COMMUNITY ENGAGEMENT, FOR SOCIAL CLUB MEMBERSHIP FEES AND RELATED EXPENSES. DUES TO THE CLUB, AND RELATED EXPENSES DIRECTLY RELATED TO CARNEGIE INSTITUTE'S EXEMPT PURPOSES, ARE PAID IN ACCORDANCE WITH THE INSTITUTE'S ACCOUNTABLE PLAN. THE CLUB MEMBERSHIP IS CONSIDERED A REQUIRED RESOURCE TO PROVIDE AN OFF-SITE BUSINESS AND SOCIAL ENVIRONMENT TO MEET WITH TRUSTEES, DONORS, AND FOUNDATIONS.
PART I, LINE 7
PERFORMANCE BONUSES WERE PAID THAT WERE CONSISTENT WITH CARNEGIE INSTITUTES'S COMPENSATION POLICIES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202323129349300717

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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