2022-11-11T13:13:03-06:00 2021-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2021-01-01 250965280 CARNEGIE INSTITUTE CARN 4126223301 4400 FORBES AVENUE PITTSBURGH PA 152134080 STEVEN KNAPP PRESIDENT/CEO 4126223335 2022-11-07 1 STEVEN KNAPP 999009999 SUSAN M KIRSCH P00341397 4122613644 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CARNEGIE MUSEUMS OF PITTSBURGH STEVEN KNAPP 4400 FORBES AVENUE PITTSBURGH PA 152134080 113932023 0 X WWW.CARNEGIEMUSEUMS.ORG X 1926 PA 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 2021, THE MUSEUMS REACHED 836,469 PEOPLE THROUGH EXHIBITIONS, EDUCATION PROGRAMS, OUTREACH ACTIVITIES AND SPECIAL EVENTS. 36 34 1033 472 4465527 3354392 36322214 47658681 10478926 15006717 34465453 44935064 951016 2364840 82217609 109965302 0 0 0 0 28251492 31634571 226952 223189 5010037 28374185 30956268 56852629 62814028 25364980 47151274 541460866 648539056 29244038 34621681 512216828 613917375 X TO PRESERVE AND EXPAND THE RESOURCES OF ART AND SCIENCE AS AGENTS OF PERSONAL GROWTH AND SOCIAL ADVANCEMENT IN PITTSBURGH AND BEYOND. 0 0 14904813 7244486 CARNEGIE 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. INTERNATIONALLY, THE SCIENCE CENTER'S TRAVELING EXHIBITS AND PLANETARIUM SHOWS HAVE REACHED MILLIONS OF PEOPLE IN 53 COUNTRIES AND COUNTING. IN JULY 2021, THE RANGOS GIANT CINEMA REOPENED AFTER A LONG CLOSURE DUE TO COVID-19, WITH "THE SEARCH FOR THE SNOW," A FILM THAT BRINGS AWARENESS TO CLIMATE CHANGE. IN THE FALL OF 2021, CSC OPENED THE POPULAR "POMPEII: THE EXHIBITION," WHICH TELLS THE STORY OF THE ANCIENT ROMAN CITY AND ITS INFAMOUS DEMISE, THROUGH INTERACTIVE EXHIBITS AND MORE THAN 150 ARTIFACTS. CSC NOTABLY CONVENED PANELS OF RENOWNED EXPERTS FROM ACADEMIA, MEDICINE, AND PUBLIC HEALTH TO ADDRESS TOPICS RELATED TO THE COVID-19 VACCINES. THROUGH A GRANT, CSC EXPANDED ON ITS COVID-19 VACCINATION AWARNESS PROGRAMMING BY SHOWING THE FILM "CHASING COVID..ON THE ROAD," ALONG WITH HANDS-ON EXPERIENCES DEVELOPED IN COLLABORATION WITH THE UNIVERSITY OF PITTSBURGH CENTER FOR VACCINE RESEARCH, AT EACH OF THE OTHER THREE MUSEUMS. ATTENDANCE REBOUNDED TO 364,369 IN 2021. 14686298 3083333 CARNEGIE MUSEUM OF NATURAL HISTORY (CMNH) CONTINUES TO BE RANKED AMONG 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. CMNH GENERATES NEW SCIENTIFIC KNOWLEDGE, ADVANCES SCIENCE LITERACY, AND INSPIRES VISITORS OF ALL AGES TO BECOME PASSIONATE ABOUT SCIENCE, NATURE, AND WORLD CULTURES. IN 2021, CMNH EXTENDED ITS RUN OF THE "DINOSAUR ARMOR" EXHIBITION, AND IN THE FALL, BROUGHT ANOTHER GREAT NATIONAL GEOGRAPHIC SHOW TO PITTSBURGH, "MONSTOR FISH: IN SEARCH OF THE LAST RIVER GIANTS." THE MUSEUM ALSO COMPLETED INSTALLATION OF "WE ARE NATTURE: A NEW NATURAL HISTORY," WHICH TELLS STORIES OF THE ANTHROPOCENE THROUGH 15 FOCAL POINTS INTERSPERSED THROUGHOUT THE MUSEUM GALLERIES. ALSO, IN 2021, GRETCHEN BAKER WAS ANNOUNCED AS THE NEW DANIEL G. AND CAROLE L. KAMIN DIRECTOR OF CMNH. TOTAL 2021 ATTENDANCE REBOUNDED TO 178,308. 13014027 2890764 CARNEGIE MUSEUM OF ART (CMOA) OWNS AND CARES FOR A COLLECTION OF MORE THAN 30,000 ARTWORKS, RANGING FROM CLASSIC TO CONTEMPORARY. ONE 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 VISITS TO BUILD 21ST CENTURY LEARNING SKILLS. IN 2021, CMOA CELEBRATED THE REOPENING AND MAJOR UPDATE OF THE ALISA MELLON BRUCE GALLERIES WITH "EXTRAORDINARY ORDINARY THINGS," FEATURING MORE THAN 300 OBJECTS, INCLUDING 150 RECENT ACQUISITIONS. THE ART MUSEUM ALSO PRESENTED A SERIES OF NEW EXHIBITIONS, INCLUDING "CAULEEN SMITH: PANDEMIC DIARIES," FEATURING THE FILM "COVID MANIFESTO (2020-2021)," "WILD LIFE: ELIZABETH MURRAY & JESSI REAVES," OFFERING VISITORS A WINDOW INTO THE WORLDS OF TWO CELEBRATED ARTISTS, AND "SHARI BEY: EXCAVATIONS," FEATURING THE WORKS OF PITTSBURGH-BORN SHARIF BEY, INSPIRED BY HIS "EXCAVATIONS" OF THE MUSEUM COLLECTIONS. CMOA ATTENDANCE REBOUNDED TO 176,800 IN 2021. 8660817 4169071 THE 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 2021, AWM OFFERED A SUCCESSION OF NEW EXHIBITIONS: "FANTASY AMERICA," FEATURING THE WORKS OF NEW YORK ARTISTS WHO HOLD A MIRROR TO SOCIETY TODAY; "WARHOL AND BASQUIAL IN FOCUS: WORKS FROM THE PERMANENT COLLECTION," THE FIRST TIME THE MUSEUM EXHIBITED NEARLY ALL OF ITS HOLDINGS RELATED TO THE ARTIST; AND "MARISOL AND WARHOL TAKE NEW YORK," A SHOW THAT SPOTLIGHTS THE TWO ARTISTS' PARALLEL ROADS TO SUCCESS. ALSO, IN THE FALL OF 2021, AWM HELD AN OUTDOOR SOUND SERIES BLOCK PARTY THAT WELCOMED 740 ATTENDEES. TOTAL AWM ATTENDANCE REBOUNDED TO 116,992 IN 2021. 8660817 4169071 51265955 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 0 0 1 258 0 1 1033 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 36 34 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA AR CA IL MD MA MI MN NJ NY NC OH VA WV CT OK RI X FRANK CARDIELLO 4126223301 4400 FORBES AVENUE PITTSBURGH PA 15213 STEVEN KNAPP PRESIDENT/CEO 45.00 X X 532590 0 22223 GEOVETTE E WASHINGTON TRUSTEE: CHAIRMAN ELECTED 6/10/21 3.00 X X 0 0 0 MARK A ALOE TRUSTEE 3.00 X 0 0 0 JOHN A BARBOUR TRUSTEE 2.00 X 0 0 0 RAYMOND T BETLER TRUSTEE 2.00 X 0 0 0 HELEN M BILLAK TRUSTEE 2.00 X 0 0 0 KEVIN L CARTER TRUSTEE EX OFFICIO 1.00 X 0 0 0 PATRICK J CATENA TRUSTEE EX OFFICIO 1.00 X 0 0 0 LOUIS R CESTELLO TRUSTEE 2.00 X 0 0 0 NOLAND J CHEUNG TRUSTEE 2.00 X 0 0 0 CARRIE COGHILL TRUSTEE ENTERED 6/10/21 2.00 X 0 0 0 CHARLES H DOUGHERTY JR TRUSTEE ENTERED 2/18/21 3.00 X 0 0 0 CAROLYN DURONIO TRUSTEE 2.00 X 0 0 0 LEE B FOSTER TRUSTEE 2.00 X 0 0 0 EVAN S FRAZIER TRUSTEE 2.00 X 0 0 0 WILLIAM GENERETT JR ESQUIRE TRUSTEE 1.00 X 0 0 0 CINDY AKERS GERBER TRUSTEE 2.00 X 0 0 0 JOSEPH C GUYAUX TRUSTEE 2.00 X 0 0 0 JAMES R JOHNSON TRUSTEE 3.00 X 0 0 0 ELLEN P KESSLER TRUSTEE 3.00 X 0 0 0 JENNIFER M LIPTAK TRUSTEE EX OFFICIO 2.00 X 0 0 0 ALICE B MITINGER TRUSTEE 2.00 X 0 0 0 KENNEDY B NELSON TRUSTEE 2.00 X 0 0 0 ALBERT J NEUPAVER TRUSTEE 3.00 X 0 0 0 DEMETRIOS T PATRINOS TRUSTEE 3.00 X 0 0 0 MICHAEL K POPPER TRUSTEE 3.00 X 0 0 0 DAVID L PORGES TRUSTEE 2.00 X 0 0 0 DMITRI D SHIRY TRUSTEE EXITED 8/2/21 2.00 X 0 0 0 JULIET LEA H SIMONDS TRUSTEE 2.00 X 0 0 0 JANERA SOLOMON TRUSTEE EX OFFICIO 2.00 X 0 0 0 JAMES SPENCER TRUSTEE 3.00 X 0 0 0 JOAN R STEPHANS TRUSTEE ENTERED 6/10/21 1.00 X 0 0 0 ERICA STRASSBURGER TRUSTEE EX OFFICIO 1.00 X 0 0 0 CHRISTINE J TORETTI TRUSTEE 1.00 X 0 0 0 WALTER W TURNER TRUSTEE 2.00 X 0 0 0 THOMAS L VANKIRK TRUSTEE 3.00 X 0 0 0 WILLIAM E HUNT TRUSTEE; CHAIRMAN EXITED 6/10/21 3.00 X X 0 0 0 KEVIN HILES COO, EXECUTIVE VP 45.00 X 313277 0 38873 ERIC CROSBY HENRY J HEINZ II DIRECTOR CMOA 45.00 X 250731 0 24775 JASON BROWN HENRY BUHL JR DIRECTOR CSC 45.00 X 253001 0 17250 PATRICK MOORE DIRECTOR AWM 45.00 X 234974 0 25222 FRANK CARDIELLO TREASURER; VP FINANCE; CFO 45.00 X 223667 0 29042 MARIA BERNIER SECRETARY; GENERAL COUNSEL 45.00 X 213466 0 22945 GRETCHEN BAKER DIRECTOR CMNH ENTERED 3/29/21 45.00 X 201407 0 13275 JESSE RODRIGUEZ INTERIM CO-DIRECTOR CMNH 1/1-3/29/21 45.00 X 131618 0 13083 MATT LAMANNA INTERIM CO-DIRECTOR CMNH 1/1-3/29/21 45.00 X 85622 0 9440 YVONNE MAHER VP ADVANCEMENT & COMMUNITY ENGAGEMENT 45.00 X 299596 0 29497 EDWARD MOTZNIK VP TECHNOLOGY 45.00 X 188384 0 14145 MICHELLE HORTON ASSOCIATE VP INST PARTNERS 45.00 X 163467 0 25952 DOLORES ELLENBERG ASSISTANT TO BOARD FOR PLANNING 45.00 X 180957 0 2088 ANTHONY YOUNG VP FPO 45.00 X 156442 0 23939 BRIAN HARKINS VP HUMAN RESOURCES 45.00 X 146483 0 23596 BARBARA TUCKER DIRECTOR ACE TRAVEL PROGRAM 45.00 X 166266 0 1243 3741948 0 336588 37 1 1 0 JLB & ASSOCIATES LLC 600 MAIN STREET SHARPSBURG PA 15215 BUILDING SECURITY SERVICES 3486931 WYATT INCORPORATED 4545 CAMPBELLS RUN ROAD PITTSBURGH PA 15205 CONSTRUCTION 840609 RYCON CONSTRUCTION INC 2525 LIBERTY AVENUE PITTSBURGH PA 15222 CONSTRUCTION 542467 OTIS ELEVATOR COMPANY PO BOX 73579 CHICAGO IL 60673 ELEVATOR REPAIR/MAINTENANCE 501883 LITTLER MENDELSON PC PO BOX 207137 DALLAS TX 75320 LEGAL SERVICES 346323 27 3313678 400140 322471 9047899 34574493 569515 47658681 ADMISSIONS 713990 6815019 6815019 SPONSORSHIP FEES 713990 2474324 2474324 EXHIBIT LEASES 713990 1399905 1399905 TUITIONS 713990 1006344 1006344 FEES FOR SERVICES 713990 382631 382631 2928494 2865154 63340 15006717 5057389 4261624 795765 16815 16815 2443079 1290294 1152785 1152785 1012222 140563 40162163 284488 39877675 39877675 39877675 91536 400140 124448 -32912 -32912 3495643 2267491 1228152 1228152 109965302 14709427 4465527 43131667 3188101 1260397 1598612 329092 37462 37462 22961016 18024964 2081750 2854302 532747 413443 59579 59725 3053567 2490024 209605 353938 1861678 1416331 219830 225517 463112 148088 299934 15090 71026 71026 62030 62030 223189 223189 403067 403067 3549090 2899312 298183 351595 1216213 1098226 113678 4309 1602401 1216163 145262 240976 1072404 895336 88664 88404 3375312 3280816 63934 30562 395964 345955 12522 37487 47061 19747 25500 1814 426704 72786 353918 6943613 6712197 160011 71405 812038 795901 10740 5397 FACILITIES OTHER 4138203 4136321 1882 PRODUCTION & EXHIBITION 3389857 3331689 53258 4910 REPAIRS & MAINTENANCE 1059577 1059457 120 COLLECTIONS/PURCHASES 359617 359617 1568979 1251723 205051 112205 62814028 51265955 6538036 5010037 38310 37695 7172739 10261910 19971994 27973086 2330376 1563383 1014460 825229 731458 730258 204415802 120504802 86840790 83911000 303359631 378360921 119893833 144777523 107275 98051 541460866 648539056 8460458 8300648 211580 6104033 16747000 16747000 3825000 3470000 29244038 34621681 X 114612812 128179761 397604016 485737614 512216828 613917375 541460866 648539056 X 47151274 53822452 726821 X X 0 1 X 1 1 1 X 25281894 28818931 21069751 36427047 47658681 159256304 25281894 28818931 21069751 36427047 47658681 159256304 29784735 129471569 6359107 7586941 5831799 3596648 5074204 28448699 392334 103285 476584 3354392 4326595 192031598 129470894 0.67420 0.71230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62030 62030 62751997 62814027 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 16085 38525 62030 116640 250000 250000 250000 750000 1125000 X X X X 0 417069323 2003000 98418081 19423000 394081 497673323 376854323 1529000 58049260 19030000 333260 417069323 334163323 2176000 59047031 18188000 344031 376854323 352711323 10127000 -10782926 17487000 405074 334163323 305877323 7638000 56758674 17042000 520674 352711323 0.15600 0.82800 0.01600 1 1 1 6551958 6551958 164813027 95945199 68867828 33050817 24559603 8491214 83911000 LIMITED PARTNERSHIPS 144777523 F 144777523 X 167792147 54549273 3682235 58231508 109560639 387167 17496 404663 109965302 66091600 3682235 3682235 62409365 387167 17496 404663 62814028 PART III, LINE 1A: THE INSTITUTE'S COLLECTIONS INCLUDE MINERALS, ETHNOGRAPHIC ITEMS, PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES DRAWINGS AND WATERCOLORS, DECORATIVE ARTS AND OTHER ARCHEOLOGICAL AND PALEONTOLOGICAL TREASURES. THESE ITEMS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE INSTITUTE'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS OPERATING EXPENDITURES IN THE YEAR IN WHICH THEY ARE ACQUIRED (APPROXIMATELY $359,617 IN 2021). CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN TEMPORARILY RESTRICTED NET ASSETS IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. PROCEEDS FROM DEACCESSIONS ARE USED FOR THE ACQUISITION OF COLLECTIONS. PART III, LINE 4: SEE DESCRIPTION ABOVE FOR PT. II LINE 1A. THE COLLECTIONS ARE CENTRAL TO OUR MISSION AS COLLECTOR, GUARDIAN AND INTERACTIVE PRESENTER OF CULTURAL AND SCIENTIFIC TREASURES AND IDEA PROMOTING GROWTH AND KNOWLEDGE FOR THINKING AND INQUISITIVE ADULTS AND CHILDREN. PART V, LINE 4: THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO MEET THE INTENT OF DONOR RESTRICTIONS, PROVIDE A REASONABLE LEVEL OF DRAW FOR THE OPERATING NEEDS OF CARNEGIE INSTITUTE, AND TO ENHANCE THE PURCHASING POWER OF THE FUNDS CORPUS BY STRIVING FOR LONG-TERM GROWTH. PART X, LINE 2: THE INSTITUTE IS AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 (IRC) AND IS THEREFORE EXEMPT FROM TAXATION UNDER SECTION 501(A) OF THE IRC. THE INSTITUTE RECOGNIZES AND REPORTS INCOME TAX LIABILITIES ARISING FROM UNRELATED BUSINESS ACTIVITIES ON FEDERAL FORM 990-T. THE INSTITUTE'S STATEMENTS OF FINANCIAL POSITION AT DECEMBER 31, 2021 AND 2020 DO NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS; FURTHER, THE INSTITUTE HAS NO UNRECOGNIZED TAX BENEFITS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020. THE INSTITUTE ACCRUED TAX LIABILITIES OF $58,707 AND $9,221 RELATED TO ACTIVITY REPORTED ON IRS FORM 990-T FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, RESPECTIVELY. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES IN ANY MAJOR TAX JURISDICTION FOR YEARS ENDED BEFORE DECEMBER 31, 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 2,267,491. COST OF RENTALS 1,290,296. COST OF FUNDRAISING 124,448. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING REVENUE 17,496. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 2,267,491. COST OF RENTALS 1,290,296. COST OF FUNDRAISING 124,448. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING REVENUE 17,496. CENTRAL AMERICA 0 0 PROGRAM SERVICES EXHIBIT TRAVEL 5327 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES EXHIBIT & RESEARCH TRAVEL, CONSULTANT, DESIGN FEES 26420 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GIFTS RECEIVED CARNEGIE INTERNATIONAL 2022, AWM ADVISORY BOARD GIVING 2021 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES REVENUE MEMBERSHIPS, MAGAZINE SALES, TRAVELING EXHIBIT FEES MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES EXHIBIT & RESEARCH TRAVEL 7097 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES EXHIBIT & RESEARCH TRAVEL 1122 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES REVENUE MEMBERSHIPS SOUTH ASIA 0 0 PROGRAM SERVICES EXHIBIT & RESEARCH TRAVEL, CONSULTANT, DESIGN FEES 5864 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES REVENUE TRAVELING EXHIBIT FEES, MEMBERSHIPS EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EXHIBIT INSTALLATION, CONSULTANT, ARTISTIC/DESIGN FEES 9513 SOUTH AMERICA 0 0 PROGRAM SERVICES EXHIBIT/RESEARCH TRAVEL, CONSULTANT, ARTISTIC/DESIGN FEES 3000 SUBSAHARAN AFRICA 0 0 PROGRAM SERVICES EXHIBIT TRAVEL, CONSULTANT 28790 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 223939 CENTRAL AMERICA 0 0 INVESTMENTS 11181434 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENTS 2772953 0 0 0 0 0 0 45830 14219629 14265459 1 0 0 1 1 0 PART III ACCOUNTING METHOD: X X X X X X X 1 ARTS MARKETING SERVICES INC 260 KING ST E STE 500 TORONTO ONTARIO CA MSA 4L5 TELEMARKETING 0 480153 223189 256964 480153 223189 256964 PA AR CA IL MA MN NJ NY NC OH VA WV CT MD MI OK RI AWM NY FUNDRAISER 277400 209000 68400 34528 20914 SCIENCE AWARDS 214276 191140 23136 36344 32662 0 491676 400140 91536 70872 53576 124448 -32912 X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 STEVEN KNAPP PRESIDENT/CEO 460076 0 60154 0 12360 0 4263 0 17960 0 554813 0 0 0 KEVIN HILES COO, EXECUTIVE VP 274337 0 36057 0 2883 0 11124 0 27749 0 352150 0 0 0 YVONNE MAHER VP ADVANCEMENT & COMMUNITY ENGAGEMENT 263624 0 35000 0 972 0 10363 0 19134 0 329093 0 0 0 ERIC CROSBY HENRY J HEINZ II DIRECTOR CMOA 223347 0 27039 0 345 0 9080 0 15695 0 275506 0 0 0 JASON BROWN HENRY BUHL JR DIRECTOR CSC 225161 0 27039 0 801 0 9080 0 8170 0 270251 0 0 0 PATRICK MOORE DIRECTOR AWM 211450 0 22131 0 1393 0 8596 0 16626 0 260196 0 0 0 FRANK CARDIELLO TREASURER; VP FINANCE; CFO 200434 0 21198 0 2035 0 8237 0 20805 0 252709 0 0 0 MARIA BERNIER SECRETARY; GENERAL COUNSEL 198225 0 14548 0 693 0 7760 0 15185 0 236411 0 0 0 GRETCHEN BAKER DIRECTOR CMNH ENTERED 3/29/21 191114 0 10000 0 293 0 0 0 13275 0 214682 0 0 0 EDWARD MOTZNIK VP TECHNOLOGY 173959 0 13336 0 1089 0 6994 0 7151 0 202529 0 0 0 MICHELLE HORTON ASSOCIATE VP INST PARTNERS 152793 0 10398 0 276 0 5502 0 20450 0 189419 0 0 0 DOLORES ELLENBERG ASSISTANT TO BOARD FOR PLANNING 180547 0 0 0 410 0 402 0 1686 0 183045 0 0 0 ANTHONY YOUNG VP FPO 143737 0 11343 0 1362 0 5969 0 17970 0 180381 0 0 0 BRIAN HARKINS VP HUMAN RESOURCES 135440 0 10610 0 433 0 5614 0 17982 0 170079 0 0 0 BARBARA TUCKER DIRECTOR ACE TRAVEL PROGRAM 166176 0 0 0 90 0 432 0 811 0 167509 0 0 0 PART I, LINE 1A CARNEGIE INSTITUTE PROVIDED REIMBURSEMENT FOR THREE EMPLOYEES, THE PRESIDENT, THE SPECIAL ASSISTANT TO THE BOARD FOR PLANNING, 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 CARNEGIE INSTITUTE RECEIVED FEDERAL COVID RELIEF STIMULUS FUNDS DURING THE YEAR. THE STIMULUS GRANT PERMITTED THE USE OF THOSE FUNDS, IN PART, TO MAKE UP FOR LOST WAGES TO EMPLOYEES, CAUSED BY MANDATORY COMPENSATION REDUCTIONS DURING THE PANDEMIC. AS SUCH, CARNEGIE INSTITUTE ISSUED BONUSES, EQUAL TO THE REQUIRED COMPENSATION DECREASES, TO ALL EMPLOYEES THAT WERE IMPACTED BY THE REDUCTIONS WHILE THEY CONTINUED TO WORK THROUGH THE PANDEMIC. DEMETRIOS PATRINOS TRUSTEE 117454 PAINTING AND CONSTRUCTION SERVICES; ALL ARMS-LENGTH TRANSACTIONS. PATRINOS IS OWNER OF THE COMPANY. 0 X 77 N/A X 83 569515 FMV X 2 N/A X 17 N/A 4 0 1 1 PART I, COLUMN (B): EXCEPT FOR LINE 9, PART I COLUMN (B) REFLECTS THE NUMBER OF ITEMS RECEIVED FROM 27 DONATIONS, 5 OF WHICH WERE REQUIRED TO BE ACKNOWLEDGED ON FORM 8283. PART I COLUMN (B) REFLECTS THE NUMBER OF INDIVIDUAL CONTRIBUTIONS OF STOCK. PART I, LINE 32B: UNRELATED THIRD PARTIES ARE USED TO SELL ITEMS AT PUBLIC SALES. PART I, LINE 33: THE ORGANIZATION HAS ELECTED, AS PERMITTED UNDER SFAS 116, NOT TO REPORT AS REVENUE IN ITS STATEMENT OF ACTIVITIES AND AS ASSETS IN ITS STATEMEMT OF FINANCIAL POSITION WORKS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. FORM 990, PART VI, SECTION A, LINE 1A BOARD COMMITTEES WERE REORGANIZED AND POWERS WERE REVISED FOR BUILDINGS AND GROUNDS COMMITTEE, AND INVESTMENT COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2 FAMILY/BUSINESS RELATIONSHIPS BETWEEN OFFICER/DIRECTOR/KEY EMPLOYEE: TRUSTEES L. FOSTER & A. NEUPAVER = BUSINESS; TRUSTEES J. BARBOUR & L. FOSTER = BUSINESS; TRUSTEES N. CHEUNG & A. MITINGER = BUSINESS; TRUSTEES E. FRAZIER & C. DURONIO = BUSINESS ; TRUSTEES E. FRAZIER & J. GUYAUX=BUSINESS; TRUSTEES C. DURONIO & J. GUYAUX= BUSINESS. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS: THE BYLAWS OF CARNEGIE INSTITUTE PROVIDE FOR APPOINTMENT OF PUBLIC TRUSTEES BY ONE OF THE FOLLOWING PUBLIC OFFICIALS OR PUBLIC BODIES: MAYOR OF THE CITY OF PITTSBURGH, COUNTY EXECUTIVE OF ALLEGHENY COUNTY, CITY COUNCIL OF THE CITY OF PITTSBURGH, COUNTY COUNCIL OF ALLEGHENY COUNTY, AND THE BOARD OF PUBLIC EDUCATION. FORM 990, PART VI, SECTION B, LINE 11B 11B - 990 REVIEW PROCESS: THE CARNEGIE INSTITUTE CFO'S 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 THE INSTITUTE'S INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. UPON COMPLETION OF INDEPENDENT REVIEW BY THE CPAS, THE FORM IS REVIEWED BY THE PRESIDENT AND CHIEF FINANCIAL OFFICER OF THE INSTITUTE AND THEN PRESENTED TO AND REVIEWED WITH THE AUDIT COMMITTEE. FINALLY, THE FORM IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AT A SCHEDULED MEETING PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST COMPLIANCE: BYLAWS OF CARNEGIE INSTITUTE CONTAIN A PROVISION THAT REQUIRES EACH TRUSTEE, MEMBER OF A MUSEUM BOARD OR COMMITTEE, OFFICER AND MEMBER OF SENIOR MANAGEMENT TO DISCLOSE, ANNUALLY, THE EXISTENCE OF ANY CIRCUMSTANCES THAT MIGHT CONSTITUTE A CONFLICT OF INTEREST WITH THE ORGANIZATION. THE PROCESS IS INITIATED IN THE SPRING OF EACH YEAR BY THE PRESIDENT SENDING A CONFLICT OF INTEREST POLICY AND DISCLOSURE QUESTIONNAIRE TO ABOVE RECIPIENTS. COMPLETED QUESTIONNAIRES ARE RETURNED TO THE PRESIDENT FOR EVALUATION OF ACTUAL OR PERCEIVED CONFLICTS. A SUMMARY OF THE PROCESS AND RESULTS IS COMMUNICATED TO THE AUDIT COMMITTEE AT A SCHEDULED MEETING AND FORWARDED TO THE BOARD OF TRUSTEES. APPROPRIATE ACTION IS TAKEN ANNUALLY BY THE BOARD RELATIVE TO ACTUAL OR PERCEIVED CONFLICTS. THE MINUTES OF THE GOVERNING BOARD CONTAIN AN OFFICIAL RECORD OF THE PROCESS AND CONCLUSIONS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION PROCESS - CARNEGIE INSTITUTE ADOPTED AN EXECUTIVE COMPENSATION POLICY AIMED AT PROVIDING A REASONABLE AND COMPETITIVE EXECUTIVE TOTAL COMPENSATION CONSISTENT WITH MARKET-BASED PERFORMANCE COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILL NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. THE INSTITUTE FOCUSES ON COMPARABLE NONPROFIT ORGANIZATIONS IN THE LOCAL AREA TO BENCHMARK PAY, ALONG WITH DATA FROM ADDITIONAL MARKET SEGMENTS, PRIVATE FOUNDATIONS AND PUBLISHED NOT-FOR-PROFIT SURVEYS. THE BOARD AUTHORIZES THE PRESIDENT, IN CONSULTATION WITH THE INDEPENDENT EXECUTIVE COMMITTEE (EC), TO ESTABLISH AN ORGANIZATIONAL JOB EVALUATION SYSTEM AND COMPENSATION POLICY. THE PRESIDENT ANNUALLY REVIEWS AND APPROVES MUSEUM/CORPORATE GOALS AND OBJECTIVES RELEVANT TO EXECUTIVES, EVALUATES THEIR PERFORMANCE AND RECOMMENDS TO THE EC COMPENSATION LEVELS BASED ON THE EVALUATIONS. THE EC REVIEWS RECOMMENDATIONS AND GRANTS APPROVAL AS APPROPRIATE. THE EC ANNUALLY REVIEWS AND APPROVES CORPORATE GOALS AND OBJECTIVES RELEVANT TO PRESIDENT COMPENSATION BASED ON COMPARABLES, THE EVALUATION AND SUBJECT TO ANY EMPLOYMENT CONTRACT THAT IS IN EFFECT. THE PROCESS/CONCLUSIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN EC MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS: CARNEGIE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION. THE DOCUMENTS ARE AVAILABLE UPON REQUEST AND COMMUNICATION OF SAME IS CONVEYED AT HTTPS://WWW.CARNEGIEMUSEUMS.ORG/ABOUT-US/ FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 726,821. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING TAX YEAR 2021. CARNEGIE INSTITUTE TRUST 4400 FORBES AVENUE PITTSBURGH PA 15213 276667826 INVESTMENT PA 97767000 497673000 CARNEGIE INSTITUTE CI4 VENTURES LLC 4400 FORBES AVENUE PITTSBURGH PA 15213 872586995 REAL ESTATE PURCHASES FOR AWM EXPANSION PA 114 1054834 CARNEGIE INSTITUTE JOHN BERDAN MEMORIAL TRUST 20 WASHINGTON STREET BOSTON MA 021084408 256016908 SUPPORT FOR CHARITY PA 501(C)(3) PF N/A 0 THE DIETRICH FOUNDATION 600 GRANT STREET ROOM 5360 PITTSBURGH PA 15219 364711746 SUPPORT FOR CHARITY PA 501(C)(3) TYPE I SUPPORTING OR N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 C