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Nonprofiteer
← CARNEGIE INSTITUTE

Form 990 for tax year 2023

Filed by CARNEGIE INSTITUTE.

Totals

Total revenue
$73,216,351
Total expenses
$84,158,744
Contributions and grants received
$34,215,256
Grants paid
$0
Program service revenue
$18,721,056
Investment income
$16,368,558
Other revenue
$3,911,481
Total assets, end of year
$592,986,844
Total liabilities, end of year
$24,547,575
Net assets or fund balances, end of year
$568,439,269
Program services expenses (Part IX)
$68,160,684
Management and general expenses
$8,941,300
Fundraising expenses
$7,056,760
Program service expenses (Part III)
$68,160,684

Program services were 81.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $3,567,739

  • 1c · Fundraising events

    $452,095

  • 1d · Related organizations

    $517,813

  • 1e · Government grants (contributions)

    $12,358,638

  • 1f · All other contributions, gifts and grants

    $17,318,971

  • 1g · Noncash contributions included above

    $725,483

  • 2a · Program service revenue: ADMISSIONS

    total $9,538,258 · related or exempt $9,538,258

  • 2b · Program service revenue: SPONSORSHIP FEES

    total $2,607,975 · excluded $2,607,975

  • 2c · Program service revenue: TUITIONS

    total $2,131,276 · related or exempt $2,131,276

  • 2d · Program service revenue: CONTRACT REVENUE FEES

    total $726,353 · related or exempt $726,353

  • 2e · Program service revenue: MEMBERSHIPS

    total $625,335 · related or exempt $625,335

  • 2f · All other program service revenue

    total $3,091,859 · related or exempt $3,033,784 · unrelated business $58,075

  • 3 · Investment income

    total $4,557,914 · unrelated business $356,932 · excluded $4,200,982

  • 5 · Royalties

    total $5,084 · excluded $5,084

  • 6a · Gross rents

    real property $4,567,127

  • 6b · Less rental expenses

    real property $1,539,857

  • 6c · Rental income or loss

    real property $3,027,270

  • 6d · Net rental income or loss

    total $3,027,270 · related or exempt $2,674,699 · unrelated business $352,571

  • 7a · Gross sales of assets other than inventory

    securities $12,389,475

  • 7b · Less cost or other basis and sales expenses

    securities $578,831

  • 7c · Gain or loss

    securities $11,810,644

  • 7d · Net gain or loss

    total $11,810,644 · excluded $11,810,644

  • 8a · Fundraising events: gross income

    $52,925

  • 8a · Fundraising events: contributions included on line 1c

    $452,095

  • 8b · Fundraising events: direct expenses

    $669,317

  • 8c · Net income from fundraising events

    total -$616,392 · excluded -$616,392

  • 10a · Gross sales of inventory

    $4,713,849

  • 10b · Cost of goods sold

    $3,218,330

  • 10c · Net income from sales of inventory

    total $1,495,519 · related or exempt $1,495,519

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,762,561 · program services $1,151,298 · management and general $1,611,263

  • 6 · Compensation of disqualified persons

    total $92,875 · program services $92,875

  • 7 · Other salaries and wages

    total $29,820,982 · program services $22,096,871 · management and general $3,625,339 · fundraising $4,098,772

  • 8 · Pension plan contributions

    total $511,934 · program services $344,796 · management and general $86,542 · fundraising $80,596

  • 9 · Other employee benefits

    total $4,505,897 · program services $3,667,353 · management and general $334,464 · fundraising $504,080

  • 10 · Payroll taxes

    total $2,319,895 · program services $1,723,302 · management and general $292,281 · fundraising $304,312

  • 11b · Fees: legal

    total $458,110 · program services $264,471 · management and general $186,483 · fundraising $7,156

  • 11c · Fees: accounting

    total $161,921 · management and general $161,921

  • 11d · Fees: lobbying

    total $131,106 · management and general $131,106

  • 11f · Fees: investment management

    total $334,157 · management and general $334,157

  • 11g · Fees: other

    total $4,779,350 · program services $3,599,164 · management and general $450,050 · fundraising $730,136

  • 12 · Advertising and promotion

    total $1,207,678 · program services $1,099,873 · management and general $81,861 · fundraising $25,944

  • 13 · Office expenses

    total $2,363,636 · program services $1,849,907 · management and general $122,050 · fundraising $391,679

  • 14 · Information technology

    total $1,799,133 · program services $1,453,617 · management and general $127,043 · fundraising $218,473

  • 16 · Occupancy

    total $4,759,165 · program services $4,398,435 · management and general $322,750 · fundraising $37,980

  • 17 · Travel

    total $919,633 · program services $822,413 · management and general $45,053 · fundraising $52,167

  • 19 · Conferences, conventions and meetings

    total $109,894 · program services $76,169 · management and general $20,229 · fundraising $13,496

  • 20 · Interest

    total $591,956 · program services $116,759 · management and general $475,197

  • 22 · Depreciation, depletion and amortization

    total $7,000,442 · program services $6,790,429 · management and general $140,009 · fundraising $70,004

  • 23 · Insurance

    total $867,718 · program services $850,168 · management and general $11,700 · fundraising $5,850

  • 24a · Other expenses: EXHIBTIONS/PRODUCTION

    total $5,212,645 · program services $5,117,620 · management and general $55,514 · fundraising $39,511

  • 24b · Other expenses: FACILITIES OTHER

    total $5,175,810 · program services $5,158,504 · management and general $10,499 · fundraising $6,807

  • 24c · Other expenses: COLLECTIONS/PURCHASES

    total $5,151,808 · program services $5,151,808

  • 24d · Other expenses: REPAIRS & MAINTENANCE

    total $1,007,246 · program services $982,946 · management and general $22,011 · fundraising $2,289

  • 24e · All other expenses

    total $2,113,192 · program services $1,351,906 · management and general $293,778 · fundraising $467,508

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $50,850 · end of year $32,451

  • 2 · Savings and temporary cash investments

    beginning of year $8,611,517 · end of year $16,104,952

  • 3 · Pledges and grants receivable

    beginning of year $26,412,348 · end of year $16,255,599

  • 4 · Accounts receivable

    beginning of year $3,330,692 · end of year $2,444,952

  • 8 · Inventories for sale or use

    beginning of year $980,713 · end of year $1,083,399

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,684,379 · end of year $2,535,173

  • 10a · Land, buildings and equipment: cost or other basis

    $221,203,245

  • 10b · Land, buildings and equipment: accumulated depreciation

    $134,418,517

  • 10c · Land, buildings and equipment, net

    beginning of year $82,625,331 · end of year $86,784,728

  • 11 · Investments: publicly traded securities

    beginning of year $299,784,373 · end of year $334,918,048

  • 12 · Investments: other securities

    beginning of year $140,566,015 · end of year $132,827,542

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,368,530 · end of year $12,584,962

  • 19 · Deferred revenue

    beginning of year $155,037 · end of year $217,613

  • 23 · Secured mortgages and notes payable

    beginning of year $2,770,000

  • 24 · Unsecured notes and loans payable

    beginning of year $11,745,000 · end of year $11,745,000

  • 27 · Net assets without donor restrictions

    beginning of year $116,108,828 · end of year $119,433,225

  • 28 · Net assets with donor restrictions

    beginning of year $422,898,823 · end of year $449,006,044

Mission and programs · 2023

Mission

TO PRESERVE AND EXPAND THE RESOURCES OF ART AND SCIENCE AS AGENTS OF PERSONAL GROWTH AND SOCIAL ADVANCEMENT IN PITTSBURGH AND BEYOND.

Activities or mission (Part I)

FOUNDED BY ANDREW CARNEGIE IN 1895, CARNEGIE MUSEUMS OF PITTSBURGH IS A COLLECTION OF FOUR DISTINCTIVE MUSEUMS DEDICATED TO EXPLORATION THROUGH ART AND SCIENCE: CARNEGIE MUSEUM OF ART, CARNEGIE MUSEUM OF NATURAL HISTORY, CARNEGIE SCIENCE CENTER AND THE ANDY WARHOL MUSEUM.IN 2023, THE MUSEUMS REACHED 1,272,422 PEOPLE THROUGH EXHIBITIONS, EDUCATION PROGRAMS, OUTREACH ACTIVITIES, AND SPECIAL EVENTS.

  • EXHIBITIONS:THE CARNEGIE INSTITUTE COMPRISES FOUR DIVERSE, DYNAMIC MUSEUMS INCLUDING THE CARNEGIE MUSEUM OF ART (CMOA), THE CARNEGIE MUSEUM OF NATURAL HISTORY (CMNH), THE CARNEGIE SCIENCE CENTER (CSC), AND THE ANDY WARHOL MUSEUM (AWM). THROUGHOUT 2023, EACH MUSEUM OFFERED A RICH AND DIVERSE ROSTER OF EXHIBITIONS AND PROGRAMS. THE CARNEGIE INSTITUTE OFFERS MEMBERSHIPS AT A REDUCED RATE OR FOR FREE TO VARIOUS GROUPS IN THE COMMUNITY, INCLUDING FAMILY ACCESS MEMBERSHIP, TEEN MEMBERSHIP, AND ORGANIZATIONAL OUTREACH MEMBERSHIP.SEE SCHEDULE O FOR HIGHLIGHTS OF EACH MUSEUM'S EXHIBIT INITIATIVES.THE ANDY WARHOL MUSEUMTHE ANDY WARHOL MUSEUM (AWM) IS THE MOST COMPREHENSIVE SINGLE ARTIST MUSEUM IN THE WORLD, ILLUMINATING THE ART, LIFE, AND TIMES OF ONE OF THE MOST INFLUENTIAL AMERICAN ARTISTS OF THE 20TH CENTURY. THE MUSEUM EXPLORES THE WORLD THROUGH THE LENS OF WARHOL, MOUNTING INNOVATIVE ORIGINAL EXHIBITIONS AND THOUGHT PROVOKING TRAVELING EXHIBITIONS, PRESENTING GENRE-BASED PERFORMANCES, AND SHOWCASING UP AND COMING ACTS, INCLUDING YOUNG ARTISTS FROM PITTSBURGH, WARHOL'S HOMETOWN. IN 2023, AWM LAUNCHED "THE VELVET UNDERGROUND & NICO:SCEPTOR STUDIO SESSIONS," BUILT AROUND NEVER BEFORE HEARD TAPES OF THE ICONIC BAND'S FIRST RECORDING SESSIONS. ON JUNE 27TH, "ANATOMY OF A HUMAN," A 27 X 94 FT MURAL, BY LOCAL ARTIST MIKAEL OWUNNA, WAS UNVEILED IN THE POP DISTRICT. "POP GENERATION" FEATURED EXCLUSIVE GUIDED TOURS OF THE WARHOL'S COLLECTION AND SPECIAL EXHIBITIONS, TO SENIORS. THE YEAR ENDED WITH THE OPENING OF "UNSEEN: PERMANENT COLLECTION WORKS," WHICH FEATURED 60 WORKS THAT HAVE NEVER BEEN DISPLAYED IN THE MUSEUM. IN 2023, AWM WELCOMED 179,603 VISITORS.THE CARNEGIE SCIENCE CENTERINTERNATIONALLY, THE CARNEGIE SCIENCE CENTER'S (CSC) TRAVELING EXHIBITS AND PLANETARIUM SHOWS HAVE REACHED MILLIONS OF PEOPLE AROUND THE WORLD. CSC BROUGHT "VIKINGS: WARRIORS OF THE NORTH SEA" TO THE NORTH SHORE IN EARLY 2023. IN OCTOBER, CSC RECEIVED A ROY L. SHAFER LEADING EDGE AWARD FOR VISITOR EXPERIENCE FOR THE MARS EXHIBITION'S COMMITMENT TO INCORPORATING COMMUNITY FEEDBACK INTO ITS DESIGN PROCESS. THE YEAR ENDED WITH "TITANIC: THE ARTIFACT EXHIBITION," WHICH PROVED TO BE THE MOST POPULAR VISITING SHOW. ATTENDANCE REACHED 572,686 IN 2023.CARNEGIE MUSEUM OF ARTCARNEGIE MUSEUM OF ART (CMOA) OWNS AND CARES FOR A COLLECTION OF MORE THAN 30,000 ARTWORKS, RANGING FROM CLASSIC TO CONTEMPORARY. THE 58TH EDITION OF THE CARNEGIE INTERNATIONAL WAS THE MOST GLOBAL ONE YET, WITH 140 ARTWORKS CREATED BY ARTISTS FROM 40 COUNTRIES. ENDING ON APRIL 2ND, IT WAS FOLLOWED BY CMOA'S "JOAN BROWN," "JAPANESE PRINTMAKERS, AND "UNSETTLING MATTER, GAINING GROUND" EXHIBITIONS. FOR SENIOR AUDIENCES, "MINDFUL MUSEUMS," A SUITE OF ACCESSIBLE PROGRAMS AND ACTIVITIES FOR VISITORS OVER 55, GAVE UNLIMITED ACCESS TO EARLY WEDNESDAY PROGRAMMING. ATTENDANCE FOR 2023 REACHED 239,536.CARNEGIE MUSEUM OF NATURAL HISTORYCARNEGIE MUSEUM OF NATURAL HISTORY (CMNH) CONTINUES TO BE RANKED AS ONE OF THE TOP NATURAL HISTORY MUSEUMS IN THE COUNTRY. IT MAINTAINS, PRESERVES, AND INTERPRETS AN EXTRAORDINARY COLLECTION OF MORE THAN 22 MILLION OBJECTS AND SCIENTIFIC SPECIMENS USED TO BROADEN THE UNDERSTANDING OF EVOLUTION, CONSERVATION, AND BIODIVERSITY. "APSAALOOKE WOMEN AND WARRIORS, CREATED BY THE FIELD MUSEUM, WAS ON DISPLAY FOR FOUR MONTHS, FOLLOWED BY THE SMITHSONIAN'S "LIFE IN ONE CUBIC FOOT," WHICH INCLUDED A CUSTOM DISPLAY FOCUSED ON THE BIODIVERSITY OF OUR REGION. CMNH'S "MORNING MUSINGS" INVITED SENIORS TO AN OPEN HOUSE EXPERIENCE, FEATURING GALLERY SPOTLIGHTS AND ACTIVITIES JUST FOR THEM. ATTENDANCE FOR 2023 REACHED 280,597.

    Expenses $47,712,479 · Revenue $16,589,780

  • EDUCATION:EACH OF THE FOUR MUSEUMS HAVE DEDICATED PROFESSIONALS FOCUSED ON PROVIDING EDUCATION TO THOSE VISITING THE RESPECTIVE MUSEUMS. SEE SCHEDULE O FOR HIGHLIGHTS OF EACH MUSEUM'S EDUCATION INITIATIVES.THE ANDY WARHOL MUSEUMAWM'S WORKFORCE DEVELOPMENT PROGRAM, CONTINUES TO EMPLOY YOUNG PEOPLE FROM THE NEARBY NORTH SIDE NEIGHBORHOODS, AND TRAIN THEM TO BE PART OF THE CREATIVE ECONOMY WORKFORCE, SERVING 150 ANNUAL PARTICIPANTS AND PROVIDING OVER 75 EMPLOYMENT OPPORTUNITIES. THE MUSEUM ALSO BEGAN OFFERING A NEW STATE-LICENSED DIGITAL MARKETING DIPLOMA PROGRAM AIMED AT GIVING DIVERSE STUDENTS OF ALL AGES AND EXPERIENCES PRACTICAL SKILLS FOR BECOMING DIGITAL MARKETERS.THE MUSEUM'S TEAM OF PROFESSIONAL ARTIST EDUCATORS WORK CLOSELY WITH TEACHERS AND GROUP LEADERS TO DEVELOP GALLERY, STUDIO, AND ONLINE LEARNING EXPERIENCES THAT ARE RELEVANT, ENGAGING, AND DEVELOPMENTALLY APPROPRIATE. THEY WORK WITH EDUCATORS TO CRAFT ONE-HOUR GUIDED GALLERY TOURS, THREE-HOUR HANDS-ON WORKSHOPS, AND ONLINE DISTANCE LEARNING EXPERIENCES THAT CAN BE ADAPTED TO MEET EACH GROUP'S NEEDS.THE CARNEGIE SCIENCE CENTERCARNEGIE SCIENCE CENTER (CSC) INSPIRES CURIOSITY AND CONNECTS SCIENCE AND TECHNOLOGY TO EVERYDAY LIFE. RECOGNIZED AS A LEADER IN PROMOTING LITERACY IN STEM, CSC IS DEDICATED TO NURTURING THE NEXT GENERATION OF INNOVATORS AND LEADERS WHO WILL RISE TO MEET TOMORROW'S WORKFORCE NEEDS. AT CSC'S FAB 101 SENIOR WORKSHOPS, MEMBERS 65 AND OVER CAN LEARN THE BASICS OF 3D PRINTING, LASER CUTTING, AND VINYL CUTTING. CSC CONTINUES TO EARN ADDITIONAL REVENUE THROUGH THE PRODUCTION AND SALE OF MOBILE FABRICATION LABS DESIGNED TO EXTEND ITS INNOVATIVE STEM EDUCATION WORK TO OTHER INSTITUTIONS ACROSS THE NATION.CARNEGIE MUSEUM OF ARTONE OF THE MOST DYNAMIC MAJOR ART INSTITUTIONS IN THE COUNTRY, CMOA SERVES BOTH AS A STRATEGIC PARTNER IN REGIONAL EDUCATION INITIATIVES, AND A NATIONAL LEADER IN TRAINING EDUCATORS TO USE ART MUSEUM VISTS TO BUILD 21ST CENTURY LEARNING SKILLS. CMOA CREATED NEIGHBORHOOD MUSEUM IN FEBRUARY 2023 TO SUPPORT RECENTLY ARRIVED REFUGEE FAMILIES. THE PROGRAM IS ROOTED IN THE VALUES THAT LANGUAGE ACCESS IS A HUMAN RIGHT AND THAT AN ART MUSEUM IS A PLACE FOR COMMUNITY CONNECTIONS, EXPRESSION, AND KNOWLEDGE. CMOA'S YOUTH ART INITIATIVE PROVIDES HIGH SCHOOL STUDENTS YEARLONG EXPERIENCES WORKING WITH MUSEUM STAFF AND ARTISTS TO DEVELOP PUBLIC PROGRAMS AND EVENTS FOR OTHER TEENS.CARNEGIE MUSEUM OF NATURAL HISTORYCMNH GENERATES NEW SCIENTIFIC KNOWLEDGE, ADVANCES SCIENCE LITERACY, AND INSPIRES VISITORS OF ALL AGES TO BECOME PASSIONATE ABOUT SCIENCE, NATURE, AND WORLD CULTURES. IN THE SUMMER, CMNH LAUNCHED A REGION-WIDE EDUCATION AND OUTREACH CAMPAIGN TO RAISE AWARENESS ABOUT INVASIVE PLANT SPECIES. THE MUSEUM IS WORKING TO PARTNERSHIP WITH THE LOCAL AUDUBON SOCIETY, PHIPPS CONSERVATORY AND BOTANICAL GARDENS, AND PITTSBURGH BOTANIC GARDEN.

    Expenses $20,448,205 · Revenue $2,131,276

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • STEVEN KNAPP

    PRESIDENT/CEO

    Total calculated
    $553,716
    From this org
    $500,039
    From related orgs
    $0
    Other
    $53,677
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $481,977
    Bonus
    $12,500
    Other
    $5,562
    Deferred
    $13,199
    Nontaxable benefits
    $40,478
    Filer's total
    $553,716

  • GEOVETTE E WASHINGTON

    TRUSTEE: CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • KANIKA BLUE CAPEL

    TRUSTEE ENTERED 6/15/23

    Total calculated
    $0
    Hours/week
    2

  • 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

  • JEFFER M CHOUDHRY

    TRUSTEE ENTERED 6/15/23

    Total calculated
    $0
    Hours/week
    2

  • KENYOKEE C CROWELL

    TRUSTEE ENTERED 6/15/23

    Total calculated
    $0
    Hours/week
    2

  • DEBORAH G DICK

    TRUSTEE ENTERED 6/15/23

    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

  • 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

  • WILLIAM E HUNT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • 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

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER MARTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DAVID M MARTIN

    TRUSTEE

    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
    2

  • DEMETRIOS T PATRINOS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MARY ELLEN POOLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL K POPPER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • DAVID L PORGES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • SAM REIMAN

    TRUSTEE ENTERED 6/15/23

    Total calculated
    $0
    Hours/week
    2

  • JOHN M RUSCETTI CFA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JULIET LEA H SIMONDS

    TRUSTEE EXITED 6/15/23

    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

  • KEVIN HILES

    COO, EXECUTIVE VP

    Total calculated
    $346,744
    From this org
    $299,121
    From related orgs
    $0
    Other
    $47,623
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $288,576
    Bonus
    $7,500
    Other
    $3,045
    Deferred
    $11,677
    Nontaxable benefits
    $35,946
    Filer's total
    $346,744

  • GRETCHEN BAKER

    DIRECTOR CMNH

    Total calculated
    $291,381
    From this org
    $263,401
    From related orgs
    $0
    Other
    $27,980
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $257,789
    Bonus
    $5,000
    Other
    $612
    Deferred
    $7,421
    Nontaxable benefits
    $20,559
    Filer's total
    $291,381

  • ERIC CROSBY

    HENRY J HEINZ II DIRECTOR

    Total calculated
    $285,599
    From this org
    $267,710
    From related orgs
    $0
    Other
    $17,889
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $259,804
    Bonus
    $7,500
    Other
    $406
    Deferred
    $10,436
    Nontaxable benefits
    $7,453
    Filer's total
    $285,599

  • JASON BROWN

    HENRY BUHL JR DIRECTOR CSC

    Total calculated
    $282,180
    From this org
    $263,360
    From related orgs
    $0
    Other
    $18,820
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $257,468
    Bonus
    $5,000
    Other
    $892
    Deferred
    $10,257
    Nontaxable benefits
    $8,563
    Filer's total
    $282,180

  • PATRICK MOORE

    DIRECTOR AWM

    Total calculated
    $292,139
    From this org
    $262,370
    From related orgs
    $0
    Other
    $29,769
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $252,378
    Bonus
    $7,500
    Other
    $2,492
    Deferred
    $10,253
    Nontaxable benefits
    $19,516
    Filer's total
    $292,139

  • FRANK CARDIELLO

    TREASURER; VP FINANCE; CFO

    Total calculated
    $267,579
    From this org
    $236,844
    From related orgs
    $0
    Other
    $30,735
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $229,562
    Bonus
    $5,000
    Other
    $2,282
    Deferred
    $9,357
    Nontaxable benefits
    $21,378
    Filer's total
    $267,579

  • MARIA BERNIER

    SECRETARY; GENERAL COUNSEL

    Total calculated
    $239,377
    From this org
    $221,028
    From related orgs
    $0
    Other
    $18,349
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $212,148
    Bonus
    $7,500
    Other
    $1,380
    Deferred
    $1,656
    Nontaxable benefits
    $16,693
    Filer's total
    $239,377

  • EDWARD MOTZNIK

    VP TECHNOLOGY

    Total calculated
    $203,848
    From this org
    $187,947
    From related orgs
    $0
    Other
    $15,901
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $182,679
    Bonus
    $3,500
    Other
    $1,768
    Deferred
    $7,343
    Nontaxable benefits
    $8,558
    Filer's total
    $203,848

  • NICOLE BECHTOLD

    ASSOCIATE GENERAL COUNSEL

    Total calculated
    $222,501
    From this org
    $209,374
    From related orgs
    $0
    Other
    $13,127
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $201,996
    Bonus
    $7,100
    Other
    $278
    Deferred
    $7,842
    Nontaxable benefits
    $5,285
    Filer's total
    $222,501

  • GINA WINSTEAD

    VP INCLUSION DIVERSITY EQUITY ACCESSABILITY

    Total calculated
    $233,568
    From this org
    $213,707
    From related orgs
    $0
    Other
    $19,861
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $210,901
    Bonus
    $2,500
    Other
    $306
    Deferred
    $1,892
    Nontaxable benefits
    $17,969
    Filer's total
    $233,568

  • ANTHONY YOUNG

    VP FPO

    Total calculated
    $194,496
    From this org
    $167,096
    From related orgs
    $0
    Other
    $27,400
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $160,548
    Bonus
    $5,000
    Other
    $1,548
    Deferred
    $6,648
    Nontaxable benefits
    $20,752
    Filer's total
    $194,496

  • BRIAN HARKINS

    VP HUMAN RESOURCES

    Total calculated
    $194,363
    From this org
    $166,674
    From related orgs
    $0
    Other
    $27,689
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $161,134
    Bonus
    $5,000
    Other
    $540
    Deferred
    $6,648
    Nontaxable benefits
    $21,041
    Filer's total
    $194,363

  • JASON ZELINKO

    AVP INSTITUTIONAL PARTNERS

    Total calculated
    $184,138
    From this org
    $179,136
    From related orgs
    $0
    Other
    $5,002
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $175,769
    Bonus
    $3,000
    Other
    $367
    Deferred
    $4,379
    Nontaxable benefits
    $623
    Filer's total
    $184,138

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, and on a Form 990-PF Part VIII's — 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CARNEGIE INSTITUTE TRUST

    INVESTMENT · PA · income $54,590,000 · assets $451,208,000

    Directly controlled by CARNEGIE INSTITUTE

  • CI4 VENTURES LLC

    REAL ESTATE PURCHASES FOR AWM EXPANSION · PA · income $23 · assets $1,048,562

    Directly controlled by CARNEGIE INSTITUTE

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202413199349303741

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

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