FURP.ORG / PUBLIC DATA EXPLORER

CARNEGIE MELLON UNIVERSITY: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CARNEGIE MELLON UNIVERSITY (EIN 25-0969449)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-12
IRS object ID
202041339349302344
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-12T15:07:54-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251408703PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER DOWNS & CO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PPG PLACE SUITE 1700AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN250969449EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARNEGIE MELLON UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARNBusinessNameControlTxt
Phone4122681358PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 FORBES AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15213ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANGELA BLANTONPersonNm
Person TitleVP FOR FINANCE & CFOPersonTitleTxt
Phone4122681358PhoneNum
Signature2020-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN M KIRSCHPreparerPersonNm
PTINP00341397PTIN
Phone4122613644PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.163.192.78IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-07IPDt
IP Tm10:37:21IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id04C050F3A26B73A8391E8C1D235E4CAFACC3E795AtSubmissionCreationDeviceId
At Submission Filing Device Id2A48E83B3AA0030238606F0495B19A11215EC83DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFARNAM JAHANIANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 FORBES AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15213ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,856,036,509GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CMU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1900FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionHIGHER EDUCATION AND RESEARCH.ActivityOrMissionDesc
Voting Members Governing Body45VotingMembersGoverningBodyCnt
Voting Members Independent40VotingMembersIndependentCnt
Total Employee14906TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI-$687,307TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$536,663,044PYContributionsGrantsAmt
CY Contributions Grants$551,949,360CYContributionsGrantsAmt
PY Program Service Revenue$838,829,432PYProgramServiceRevenueAmt
CY Program Service Revenue$865,464,328CYProgramServiceRevenueAmt
PY Investment Income$139,026,810PYInvestmentIncomeAmt
CY Investment Income$212,301,645CYInvestmentIncomeAmt
PY Other Revenue$12,303,443PYOtherRevenueAmt
CY Other Revenue$13,647,979CYOtherRevenueAmt
PY Total Revenue$1,526,822,729PYTotalRevenueAmt
CY Total Revenue$1,643,363,312CYTotalRevenueAmt
PY Grants And Similar Paid$188,509,959PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$198,602,320CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$783,673,732PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$817,571,321CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$927,400PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$833,648CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$33,966,130CYTotalFundraisingExpenseAmt
PY Other Expenses$362,050,862PYOtherExpensesAmt
CY Other Expenses$376,865,279CYOtherExpensesAmt
PY Total Expenses$1,335,161,953PYTotalExpensesAmt
CY Total Expenses$1,393,872,568CYTotalExpensesAmt
PY Revenues Less Expenses$191,660,776PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$249,490,744CYRevenuesLessExpensesAmt
Total Assets BOY$4,067,622,368TotalAssetsBOYAmt
Total Assets EOY$4,402,305,882TotalAssetsEOYAmt
Total Liabilities BOY$876,958,987TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,004,249,252TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,190,663,381NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,398,056,630NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO CREATE A TRANSFORMATIVE EDUCATIONAL EXPERIENCE FOR STUDENTS FOCUSED ON DEEP DISCIPLINARY KNOWLEDGE; PROBLEM SOLVING; LEADERSHIP, COMMUNICATION, AND INTERPERSONAL SKILLS; AND PERSONAL HEALTH AND WELL-BEING.TO CULTIVATE A TRANSFORMATIVE UNIVERSITY COMMUNITY COMMITTED TO (A) ATTRACTING AND RETAINING DIVERSE, WORLD-CLASS TALENT; (B) CREATING A COLLABORATIVE ENVIRONMENT OPEN TO THE FREE EXCHANGE OF IDEAS, WHERE RESEARCH, CREATIVITY, INNOVATION, AND ENTREPRENEURSHIP CAN FLOURISH; AND (C) ENSURING INDIVIDUALS CAN ACHIEVE THEIR FULL POTENTIAL.TO IMPACT SOCIETY IN A TRANSFORMATIVE WAY - REGIONALLY, NATIONALLY, AND GLOBALLY - BY ENGAGING WITH PARTNERS OUTSIDE THE TRADITIONAL BORDERS OF THE UNIVERSITY CAMPUS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$711,005,411ExpenseAmt
Grant$170,804,685GrantAmt
Revenue$776,468,973RevenueAmt
DescINSTRUCTION:CARNEGIE MELLON IS A HYBRID OF A TECHNICAL INSTITUTE, FINE-ARTS CONSERVATORY AND TRADITIONAL RESEARCH UNIVERSITY, HAVING EVOLVED IN RESPONSE TO EMERGING SOCIAL NEEDS AND INTELLECTUAL DEVELOPMENT OF THE PAST CENTURY. UNITING TECHNOLOGY AND ARTS, FUSING THE PRACTICAL WITH THE IMAGINATIVE, MAINTAINING ITS EDUCATIONAL EMPHASIS ON DEVELOPING SKILLS TO SOLVE PROBLEMS.INCLUDES 7 COLLEGES AND SCHOOLS OFFERING DEGREE PROGRAMS AND MORE THAN 100 MAJORS AND MINORS TO APPROXIMATELY 14,625 UNDERGRADUATES, GRADUATES AND DOCTORAL STUDENTS. INSTRUCTION INCLUDES ACADEMIC SUPPORT AND STUDENT SERVICES.CARNEGIE MELLON HAS ITS MAIN CAMPUS IN PITTSBURGH, SATELLITE CAMPUSES IN SILICON VALLEY AND DOHA, QATAR, AND DEGREE-GRANTING PROGRAMS IN COORDINATION WITH GLOBAL PROGRAMS INCLUDING AUSTRALIA, JAPAN, PORTUGAL, RWANDA, SINGAPORE AND THAILAND.NATIONALLY AND GLOBALLY, CARNEGIE MELLON HAS BECOME A MAJOR VOICE OF CONNECTIVITY IN TECHNOLOGY, EXPANSION OF EDUCATIONAL OPPORTUNITY AND ECONOMIC DEVELOPMENT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$378,420,095ExpenseAmt
Grant$27,797,635GrantAmt
Revenue$0RevenueAmt
DescRESEARCH:CARNEGIE MELLON HOLDS A PROUD VISION OF ITSELF AS A DISTINCTIVE AND DIFFERENT KIND OF RESEARCH UNIVERSITY WHERE NATIONALLY RECOGNIZED PROGRAMS FROM ACROSS THE LEADING DISCIPLINES, FROM COMPUTING AND ENGINEERING TO FINE ARTS, INTERSECT. IT IS A DECENTRALIZED COMMUNITY OF SCIENTISTS AND INTELLECTUALS, ARTISTS AND POLICYMAKERS, BUSINESS EXPERTS AND POETS. THE DIVERSE AND DECENTRALIZED COMMUNITY THAT CHARACTERIZES CARNEGIE MELLON CULTURE RESTS ON A SET OF CORE UNDERPINNINGS AND A STRONG COMMITMENT TO REAL-WORLD PROBLEM SOLVING, INTERDISCIPLINARY COLLABORATION AND HARD WORK, COMBINED WITH JOIE DE VIVRE.EACH OF THESE REQUIRES CONNECTIONS AMONG ENGINEERING, SCIENCE, POLICY AND MANAGEMENT, AND THE ARTS. BASIC RESEARCH IS PERFORMED IN ALL 7 COLLEGES AND SCHOOLS AND THE SOFTWARE ENGINEERING INSTITUTE. CARNEGIE MELLON IS ALSO THE HOME OF NUMEROUS RESEARCH INSTITUTES AND CENTERS FOCUSING ON SOME OF THE WORLD'S GREATEST CHALLENGES.CARNEGIE MELLON'S RESEARCH-INTENSIVE ENVIRONMENT PROVIDES A RICH SETTING FOR THE UNIVERSITY'S EDUCATIONAL OFFERINGS AND ASPIRATIONS. THE SEARCH FOR NEW KNOWLEDGE AND A SPIRIT OF ONGOING CRITICAL INQUIRY ARE THE IDEALS THAT PERMEATE ITS APPROACH TO TEACHING AND ITS EXPECTATIONS FOR WHAT STUDENTS WILL ACHIEVE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$122,261,985ExpenseAmt
Grant$0GrantAmt
Revenue$75,021,841RevenueAmt
DescAUXILIARY SERVICES:SERVICES TO SUPPORT THE INSTRUCTION AND RESEARCH FUNCTIONS OF THE UNIVERSITY. THESE SERVICES INCLUDE BUT ARE NOT LIMITED TO HOUSING, DINING SERVICES, PARKING, BOOKSTORE, PRINTING, TELECOMMUNICATIONS, AND OTHER SERVICES RELATED TO THE DELIVERY OF EDUCATION.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$21,989,857ExpenseAmt
Grant$0GrantAmt
Revenue$13,973,514RevenueAmt
DescOTHER 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.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$21,989,857TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$13,973,514TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,233,677,348TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document21920IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee14906EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryASForeignCountryCd
Foreign CountryQAForeignCountryCd
Foreign CountryRWForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members45GoverningBodyVotingMembersCnt
Independent Voting Member40IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARRIE NELSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4122681358PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 FORBES AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15213ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (76 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JOEL P ADAMS
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
LUIS H BALL
VOTING TRUSTEE (EXITED 10/18)0.500.00Yes (X)$0$0$0
RONALD BIANCHINI JR
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
KEITH BLOCK
VOTING TRUSTEE0.500.00Yes (X)$0$0$0
FRANK BRUNCKHORST
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
ERIC COOPER
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
DAVID COULTER
VOTING TRUSTEE4.000.00Yes (X)$0$0$0
RUSSELL CROCKETT
VOTING TRUSTEE3.003.00Yes (X)$0$0$0
JEANNE CUNICELLI
VOTING TRUSTEE1.500.00Yes (X)$0$0$0
ERROLL B DAVIS JR
VOTING TRUSTEE1.500.00Yes (X)$0$0$0
GLEN DE VRIES
VOTING TRUSTEE1.250.00Yes (X)$0$0$0
LINDA A DICKERSON
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
ALEX DICLAUDIO
EX-OFFICIO TRUSTEE2.003.00Yes (X)$0$0$0
FRANCISCO B D'SOUZA
VOTING TRUSTEE5.000.00Yes (X)$0$0$0
HOWARD L ELLIN
VOTING TRUSTEE5.000.00Yes (X)$0$0$0
YOSHIAKI FUJIMORI
VOTING TRUSTEE1.001.50Yes (X)$0$0$0
ERIC GILER
VOTING TRUSTEE1.500.00Yes (X)$0$0$0
EDWARD GREFENSTETTE
VOTING TRUSTEE1.0050.00Yes (X)$0$1,180,819$855,648
IRA J GUMBERG
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
JEFFREY HOUSENBOLD
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
TORRENCE M HUNT JR
VOTING TRUSTEE3.000.00Yes (X)$0$0$0
LARRY E JENNINGS JR
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
BRUCE KRAUS
EX-OFFICIO TRUSTEE1.000.00Yes (X)$0$0$0
BRYON KRUG
EX-OFFICIO TRUSTEE3.500.00Yes (X)$0$0$0
RAYMOND J LANE
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
BRUCE M MCWILLIAMS
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
ANNE M MOLLOY
VOTING TRUSTEE3.500.00Yes (X)$0$0$0
MAYOR WILLIAM PEDUTO
EX-OFFICIO TRUSTEE0.500.00Yes (X)$0$0$0
DAVID L PORGES
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
JONATHAN M ROTHBERG
VOTING TRUSTEE0.500.00Yes (X)$0$0$0
AJIT SHETTY
VOTING TRUSTEE1.500.00Yes (X)$0$0$0
J LEA HILLMAN SIMONDS
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
MANOJ P SINGH
VOTING TRUSTEE3.500.00Yes (X)$0$0$0
LUKE SKURMAN
VOTING TRUSTEE3.000.00Yes (X)$0$0$0
LIP-BU TAN
VOTING TRUSTEE5.000.00Yes (X)$0$0$0
DAVID A TEPPER
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
THOMAS TULL
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
MARY ANN ULISHNEY
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
JEANNE VANBRIESEN
EX-OFFICIO TRUSTEE/PROFESSOR1.000.00Yes (X)$199,080$0$86,771
SUNIL WADHWANI
VOTING TRUSTEE3.000.00Yes (X)$0$0$0
PAULA KAUFFMAN WAGNER
VOTING TRUSTEE/ADJUNCT INSTRUCTOR1.000.00Yes (X)$3,500$0$0
MICHAEL ZAMAGIAS
VOTING TRUSTEE1.500.00Yes (X)$0$0$0
JAMES E ROHR
CHAIRMAN/VOTING TRUSTEE10.001.00Yes (X)$0$15,000$0Yes (X)
EDWARD H FRANK
VICE CHAIRMAN/VOTING TRUSTEE4.000.00Yes (X)$0$0$0Yes (X)
TOD S JOHNSON
VICE CHAIRMAN/VOTING TRUSTEE1.500.00Yes (X)$0$0$0Yes (X)
FARNAM JAHANIAN
PRESIDENT/EX-OFFICIO TRUSTEE50.004.00Yes (X)$1,099,141$15,000$98,326Yes (X)
LAURIE WEINGART
INTERIM PROVOST (THRU. 12/18)50.000.10$518,265$0$77,238Yes (X)
JAMES H GARRETT
PROVOST & CAO (AS OF 1/19)50.000.10$464,598$0$38,384Yes (X)
ANGELA BLANTON
VP OF FINANCE & CFO50.000.10$416,057$0$36,545Yes (X)
GINA CASALEGNO VP FOR
STUDENT AFFAIRS & DEAN OF STUDENTS50.000.00$309,127$0$48,399Yes (X)
MARY JO DIVELY
VP/GENERAL COUNSEL50.000.50$550,787$0$122,711Yes (X)
JOHN DOLAN
TREASURER50.000.00$211,432$0$37,562Yes (X)
CHARLES A KENNEDY
CHIEF INVESTMENT OFFICER50.001.00$474,958$0$264,243Yes (X)
KAREN T KHAN
ASSISTANT SECRETARY (EXITED 8/18)50.000.00$110,006$0$14,237Yes (X)
CATHY A LIGHT SEC OF THE
CORP. & ADVISOR TO THE PRESIDENT50.000.00$298,559$0$45,674Yes (X)
RODNEY MCCLENDON
V.P. FOR OPERATIONS50.000.00$462,812$0$35,486Yes (X)
J MICHAEL MCQUADE
V.P. FOR RESEARCH (AS OF 1/19)50.000.00$75,000$0$0Yes (X)
SCOTT MORY
V.P. FOR UNIVERSITY ADVANCEMENT50.000.00$521,185$0$30,647Yes (X)
CARRIE NELSON
ASSISTANT TREASURER50.001.10$252,029$0$26,301Yes (X)
KEY NUTTALL VP FOR MARKETING
& COMMUNICATIONS (ENTERED 3/19)50.000.00$0$0$0Yes (X)
DARYL WEINERT CHIEF OF STAFF
V.P. FOR STRAT. INIT.(ENTERED 11/18)50.000.00$34,209$0$9,070Yes (X)
JONATHAN CAGAN PROFESSOR
INTERIM DEAN, COLLEGE OF ENGINEERING50.000.00$267,957$0$120,490Yes (X)
TOM MITCHELL PROF INT DEAN
SCHOOL OF COMP. SCI. (ENTERED 11/18)50.000.00$335,347$0$39,393Yes (X)
ANDREW MOORE DEAN SCHOOL
OF COMPUTER SCIENCE (EXITED 11/18)50.001.00$495,486$0$96,687Yes (X)
PAUL D NIELSEN
DIRECTOR, SEI50.000.00$601,389$0$29,270Yes (X)
VIJAYAKUMAR BHAGAVATULA
DIRECTOR, CMU-AFRICA50.000.00$652,171$0$51,698Yes (X)
ROBERT DAMMON
DEAN, PROFESSOR OF FINANCE50.000.00$643,593$0$38,995Yes (X)
KRZYSZTOF MATYJASZEWSKI
JC WARNER UNIV. PROF. OF NAT. SCI.50.000.00$616,622$0$40,424Yes (X)
RAMAMOORTHI RAVI
ZOLTNERS PROF. OF OPERAT. RESEARCH50.000.00$989,313$0$40,525Yes (X)
MICHAEL TRICK
DEAN, QATAR CAMPUS50.000.00$868,953$0$63,048Yes (X)
STEVE KLOEHN
FORMER OFFICER0.000.00$347,149$0$52,352Yes (X)
JOHN LEHOCZKY
FORMER OFFICER/PROFESSOR50.001.00$325,512$0$44,683Yes (X)
PAMELA EAGER
FORMER OFFICER/SR. ASSOC. FOR DEV.50.000.50$325,855$0$54,658Yes (X)
MARK S KAMLET
FORMER OFFICER/PROFESSOR50.000.00$479,209$0$40,249Yes (X)
SUBRA SURESH
FORMER OFFICER/FORMER TRUSTEE0.000.00$987,071$0$0Yes (X)
RANDAL E BRYANT
FORMER KE/PROFESSOR50.000.00$347,997$0$46,048Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$14,284,369TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,210,819TotReportableCompRltdOrgAmt
Total Other Compensation$2,585,762TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1670IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PJ DICK INC
225 NORTH SHORE DRIVEPITTSBURGHPA15212CONSTRUCTION$49,620,833
ARAMARK CORP
5001 GREAT AMERICA PKWYSANTA CLARACA95054CLEANING SERVICES$10,663,563
RYCON CONSTRUCTION
2525 LIBERTY AVEPITTSBURGHPA15222CONSTRUCTION$9,048,254
MOSITES CONSTRUCTION
4839 CAMPBELLS RUN ROADPITTSBURGHPA15205CONSTRUCTION$8,926,052
DOBIL LABORATORIES INC
727 BUTLER STPITTSBURGHPA15223TECHNICAL SERVICES$7,311,372
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K165CntrctRcvdGreaterThan100KCnt
Fundraising$4,900FundraisingAmt
Related Organizations$18,730,134RelatedOrganizationsAmt
Government Grants$355,000,674GovernmentGrantsAmt
All Other Contributions$178,213,652AllOtherContributionsAmt
Noncash Contributions$12,108,262NoncashContributionsAmt
Total Contributions$551,949,360TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION900099$776,468,973$776,468,973
AUXILIARY SERVICES611710$75,021,841$74,330,714$691,127
OTHER PROGRAM SERVICES900099$13,973,514$13,973,514
FieldValueIRS element (for citing)
Total Program Service Revenue$865,464,328TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$47,427,377TotalRevenueColumnAmt
Unrelated Business Revenue-$1,428,273UnrelatedBusinessRevenueAmt
Exclusion$48,855,650ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,615,408TotalRevenueColumnAmt
Exclusion$8,615,408ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,962,769RealAmt
Personal$23,279PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$503,458RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,459,311RealAmt
Personal$23,279PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,482,590TotalRevenueColumnAmt
Unrelated Business Revenue$49,839UnrelatedBusinessRevenueAmt
Exclusion$1,432,751ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,373,866,150SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,210,035,293SecuritiesAmt
Other-$1,043,411OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$163,830,857SecuritiesAmt
Other$1,043,411OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$164,874,268TotalRevenueColumnAmt
Exclusion$164,874,268ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$26,675FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$4,900ContriRptFundraisingEventAmt
Fundraising Direct Expenses$17,506FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,169TotalRevenueColumnAmt
Exclusion$9,169ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$6,701,163GrossSalesOfInventoryAmt
Cost Of Goods Sold$3,160,351CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,540,812TotalRevenueColumnAmt
Exclusion$3,540,812ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,643,363,312TotalRevenueColumnAmt
Related Or Exempt Func Income$864,773,201RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$687,307UnrelatedBusinessRevenueAmt
Exclusion$227,328,058ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$27,797,635TotalAmt
Program Services$27,797,635ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$159,928,751TotalAmt
Program Services$159,928,751ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$10,875,934TotalAmt
Program Services$10,875,934ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$9,567,909TotalAmt
Program Services$2,115,555ProgramServicesAmt
Management And General$6,099,868ManagementAndGeneralAmt
Fundraising$1,352,486FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$3,506,851TotalAmt
Program Services$1,749,636ProgramServicesAmt
Management And General$1,425,516ManagementAndGeneralAmt
Fundraising$331,699FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$661,568,420TotalAmt
Program Services$602,709,609ProgramServicesAmt
Management And General$41,691,957ManagementAndGeneralAmt
Fundraising$17,166,854FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$39,163,793TotalAmt
Program Services$32,496,808ProgramServicesAmt
Management And General$5,381,629ManagementAndGeneralAmt
Fundraising$1,285,356FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$67,637,128TotalAmt
Program Services$58,785,415ProgramServicesAmt
Management And General$6,491,977ManagementAndGeneralAmt
Fundraising$2,359,736FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$36,127,220TotalAmt
Program Services$29,769,419ProgramServicesAmt
Management And General$5,131,500ManagementAndGeneralAmt
Fundraising$1,226,301FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,179,659TotalAmt
Program Services$3,263,548ProgramServicesAmt
Management And General$910,362ManagementAndGeneralAmt
Fundraising$5,749FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,035,659TotalAmt
Program Services$99,589ProgramServicesAmt
Management And General$936,070ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$501,696TotalAmt
Program Services$501,696ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$833,648TotalAmt
Fundraising$833,648FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,870,096TotalAmt
Management And General$6,870,096ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$27,187,024TotalAmt
Program Services$14,515,281ProgramServicesAmt
Management And General$8,879,318ManagementAndGeneralAmt
Fundraising$3,792,425FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,843,718TotalAmt
Program Services$2,014,800ProgramServicesAmt
Management And General$813,185ManagementAndGeneralAmt
Fundraising$15,733FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$23,932,945TotalAmt
Program Services$17,051,758ProgramServicesAmt
Management And General$5,783,972ManagementAndGeneralAmt
Fundraising$1,097,215FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$26,837,269TotalAmt
Program Services$16,886,230ProgramServicesAmt
Management And General$8,692,296ManagementAndGeneralAmt
Fundraising$1,258,743FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$2,661,315TotalAmt
Program Services$2,661,315ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$60,176,325TotalAmt
Program Services$53,570,259ProgramServicesAmt
Management And General$6,601,538ManagementAndGeneralAmt
Fundraising$4,528FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$35,356,810TotalAmt
Program Services$28,213,811ProgramServicesAmt
Management And General$5,384,147ManagementAndGeneralAmt
Fundraising$1,758,852FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$1,177TotalAmt
Program Services$1,177ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$15,750,410TotalAmt
Program Services$13,055,991ProgramServicesAmt
Management And General$1,614,308ManagementAndGeneralAmt
Fundraising$1,080,111FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$14,696,348TotalAmt
Program Services$13,854,288ProgramServicesAmt
Management And General$842,060ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$71,931,529TotalAmt
Program Services$67,227,140ProgramServicesAmt
Management And General$4,704,389ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,912,740TotalAmt
Program Services$2,527,115ProgramServicesAmt
Management And General$383,977ManagementAndGeneralAmt
Fundraising$1,648FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FOOD SERVICE OPERATIONS$21,367,898$21,130,472$237,426
INFORMATION RESOURCES$10,207,724$10,063,035$84,233$60,456
NON-CAPITAL EQUIPMENT$7,562,926$5,381,470$2,180,750$706
FABRICATED EQUIPMENT$4,082,014$4,066,144$15,870

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$36,769,997TotalAmt
Program Services$31,363,467ProgramServicesAmt
Management And General$5,072,646ManagementAndGeneralAmt
Fundraising$333,884FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,393,872,568TotalAmt
Program Services$1,233,677,348ProgramServicesAmt
Management And General$126,229,090ManagementAndGeneralAmt
Fundraising$33,966,130FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$59,249BOYAmt
EOY$53,806EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$469,239,273BOYAmt
EOY$501,914,428EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$147,377,892BOYAmt
EOY$138,771,032EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$36,006,690BOYAmt
EOY$35,354,437EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$129,664BOYAmt
EOY$60,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,747,485BOYAmt
EOY$1,486,580EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$18,614,646BOYAmt
EOY$15,513,517EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,024,747,288LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$958,233,362LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$965,804,336BOYAmt
EOY$1,066,513,926EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,310,739,649BOYAmt
EOY$1,352,553,301EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,067,584,038BOYAmt
EOY$1,162,045,026EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$50,319,446BOYAmt
EOY$128,039,829EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,067,622,368BOYAmt
EOY$4,402,305,882EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$155,922,061BOYAmt
EOY$178,447,313EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$104,778,499BOYAmt
EOY$140,933,806EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$460,445,719BOYAmt
EOY$456,041,781EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$85,844,702BOYAmt
EOY$84,776,245EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$69,968,006BOYAmt
EOY$144,050,107EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$876,958,987BOYAmt
EOY$1,004,249,252EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,466,127,692BOYAmt
EOY$1,565,774,052EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$844,322,843BOYAmt
EOY$907,265,689EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$880,212,846BOYAmt
EOY$925,016,889EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,190,663,381BOYAmt
EOY$3,398,056,630EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,067,622,368BOYAmt
EOY$4,402,305,882EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$249,490,744ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$16,404,564NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$25,692,931OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$508,112,330CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$576,147,639CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$510,891,368CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$529,488,222CurrentTaxYearMinus1YearAmt
Current Tax Year$535,341,387CurrentTaxYearAmt
Total$2,659,980,946TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$508,112,330CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$576,147,639CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$510,891,368CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$529,488,222CurrentTaxYearMinus1YearAmt
Current Tax Year$535,341,387CurrentTaxYearAmt
Total$2,659,980,946TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,706,229SubstantialContributorsTotAmt
Public Support Total170$2,655,274,717PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,122,710CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,961,586CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,331,914CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,890,815CurrentTaxYearMinus1YearAmt
Current Tax Year$58,028,833CurrentTaxYearAmt
Total$203,335,858TotalAmt
FieldValueIRS element (for citing)
Total Support$2,863,316,804TotalSupportAmt
Gross Receipts Rltd Activities$3,978,856,123GrossReceiptsRltdActivitiesAmt
Public Support CY1700.92730PublicSupportCY170Pct
Public Support PY1700.93670PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$501,696FilingOrganizationsTotalAmt
Affiliated Group Total$501,696AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$501,696FilingOrganizationsTotalAmt
Affiliated Group Total$501,696AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,396,227,708FilingOrganizationsTotalAmt
Affiliated Group Total$1,397,235,073AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,396,729,404FilingOrganizationsTotalAmt
Affiliated Group Total$1,397,736,769AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$498,166CurrentYearMinus3Amt
Current Year Minus2$493,109CurrentYearMinus2Amt
Current Year Minus1$512,907CurrentYearMinus1Amt
Current Year$501,696CurrentYearAmt
Total$2,005,878TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$310,250RevenuesIncludedAmt
Assets Included$4,977,017AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,885,377,148BeginningYearBalanceAmt
Contributions$58,617,910ContributionsAmt
Investment Earnings Or Losses$142,695,818InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,523,816GrantsOrScholarshipsAmt
Other Expenditures$62,487,829OtherExpendituresAmt
Administrative Expenses$4,875,484AdministrativeExpensesAmt
End Year Balance$2,000,803,747EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,718,307,698BeginningYearBalanceAmt
Contributions$62,328,699ContributionsAmt
Investment Earnings Or Losses$185,715,245InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,218,702GrantsOrScholarshipsAmt
Other Expenditures$59,313,091OtherExpendituresAmt
Administrative Expenses$4,442,701AdministrativeExpensesAmt
End Year Balance$1,885,377,148EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,304,489,016BeginningYearBalanceAmt
Contributions$294,312,444ContributionsAmt
Investment Earnings Or Losses$187,094,434InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,158,853GrantsOrScholarshipsAmt
Other Expenditures$48,286,429OtherExpendituresAmt
Administrative Expenses$3,142,904AdministrativeExpensesAmt
End Year Balance$1,718,307,698EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,336,871,754BeginningYearBalanceAmt
Contributions$44,843,541ContributionsAmt
Investment Earnings Or Losses-$17,973,647InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,655,109GrantsOrScholarshipsAmt
Other Expenditures$42,662,204OtherExpendituresAmt
Administrative Expenses$1,935,320AdministrativeExpensesAmt
End Year Balance$1,304,489,015EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,249,218,977BeginningYearBalanceAmt
Contributions$54,373,142ContributionsAmt
Investment Earnings Or Losses$87,372,305InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,834,311GrantsOrScholarshipsAmt
Other Expenditures$39,323,039OtherExpendituresAmt
Administrative Expenses$1,935,320AdministrativeExpensesAmt
End Year Balance$1,336,871,754EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.21920BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.43650PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.34430TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$54,637,213OtherCostOrOtherBasisAmt
Book Value$54,637,213BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,429,411,732OtherCostOrOtherBasisAmt
Depreciation$656,899,047DepreciationAmt
Book Value$772,512,685BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,864,525OtherCostOrOtherBasisAmt
Depreciation$19,143,473DepreciationAmt
Book Value$12,721,052BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$310,668,405OtherCostOrOtherBasisAmt
Depreciation$214,602,914DepreciationAmt
Book Value$96,065,491BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$198,165,413OtherCostOrOtherBasisAmt
Depreciation$67,587,928DepreciationAmt
Book Value$130,577,485BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,066,513,926TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
REAL ESTATE$96,423,719F
VENTURE CAP. & PRIV. EQ$536,434,005F
AGGRESSIVE, DISTRESSED & ARBITRAGE FIXED INCOME$27,167,699F
NATURAL RESOURCES$131,339,843F
HEDGE FUNDS$209,358,149F
LOCAL REGION$4,639,688F
EMERGING MARKET$156,681,923F
FieldValueIRS element (for citing)
Total Book Value Securities$1,162,045,026TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDescAmtAmt
CONTRACT RETENTIONS$3,475,862
GATE STUDENT LOAN PROGRAM$219,938
ASSET RETIREMENT OBLIGATION-FIN 47$5,433,619
FEDERAL LOAN PROGRAMS & STUDENT DEPOSITS$15,115,077
PRESENT VALUE OF ANNUITIES DUE$14,982,520
SWAP AGREEMENTS/CONTRACTS$29,478,440
FEDERAL, STATE, AND LOCAL TAXES PAYABLE$528,246
MISC. OTHER LIABILITIES$172,104
PV ANNUITIES FOR PROPERTY ACQS$1,470,889
RIGHT OF USE LIABILITY$73,173,412
FieldValueIRS element (for citing)
Total Liability$144,050,107TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,458,047,364TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$16,404,564NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$12,875,889DonatedServicesAndUseFcltsAmt
Other Revenue-$8,928,261OtherRevenueAmt
Revenue Not Reported-$12,456,936RevenueNotReportedAmt
Revenue Subtotal$1,470,504,300RevenueSubtotalAmt
Other Revenues Not Included$172,859,012OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$172,859,012RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,643,363,312TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,250,549,081TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$12,875,889DonatedServicesUseFcltsAmt
Other Expenses Included$13,464,877OtherExpensesIncludedAmt
Expenses Not Reported$26,340,766ExpensesNotReportedAmt
Expenses Subtotal$1,224,208,315ExpensesSubtotalAmt
Other Expenses Not Included$169,664,253OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$169,664,253ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,393,872,568TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:CARNEGIE MELLON UNIVERSITY MAINTAINS VARIOUS COLLECTIONS INCLUDING COLLECTIONS OF ART, HISTORIC ARTIFACTS, AND ADDITIONAL 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.
PART X, LINE 2:CARNEGIE MELLON UNIVERSITY IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS GENERALLY EXEMPT FROM INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE UNIVERSITY ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2019 AND 2018. THE UNIVERSITY'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS SUBSEQUENT TO JUNE 30, 2015. THE UNIVERSITY'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 3,160,351. SUBSIDIARY REVENUE 9,928,415. RENTAL EXPENSE 503,458. CHANGE IN SWAP VALUE NET OF INTEREST EXP -9,033,972. TRANSLATION ADJUSTMENT & OTHER -135,978. LOSSES FROM ADJUSTMENTS OF PLEDGES RECEIVABLE -16,607,973. GAIN ON FORMER SUBSIDIARY 2,236,359. GAIN ON DEBT EXTINGUISHMENT 1,021,079.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID 165,895,901. INVESTMENT MANAGER FEES 6,870,096. LOSS ON SALE OF ASSETS 19,719. NET GAIN FROM FUNDRAISING EVENTS 9,169. LAMME DISTRIBUTION 64,127.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 3,160,351. SUBSIDIARY EXPENSE 9,801,068. RENTAL EXPENSE 503,458.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID 165,895,901. INVESTMENT MANAGER FEES 6,870,096. TRANSLATION ADJUSTMENT & OTHER 135,975. LOSS ON SALE OF ASSETS 19,719. GAIN ON FORMER SUBSIDIARY -2,236,359. GAIN ON DEBT EXTINGUISHMENT -1,021,079.
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 StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE 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. ADDITIONALLY, THE STATEMENT OF ASSURANCE CAN BE FOUND ON CMU'S WEBSITE.
SCHEDULE 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 MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (20 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$441,264
MIDDLE EAST AND NORTH AFRICA00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$4,414,147
SUB-SAHARAN AFRICA00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$4,207,270
EAST ASIA AND THE PACIFIC00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$1,386,603
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$420,592
SOUTH AMERICA00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$6,059
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESEDUCATION$43,854
EAST ASIA AND THE PACIFIC1119PROGRAM SERVICESEDUCATION$6,819,442
EUROPE (INCLUDING ICELAND & GREENLAND)09PROGRAM SERVICESEDUCATION$3,852,096
MIDDLE EAST AND NORTH AFRICA1359PROGRAM SERVICESEDUCATION$58,041,197
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00PROGRAM SERVICESEDUCATION$759,193
RUSSIA & THE NEWLY INDEPENDENT STATES00PROGRAM SERVICESEDUCATION$29,111
SOUTH AMERICA00PROGRAM SERVICESEDUCATION$125,527
SOUTH ASIA00PROGRAM SERVICESEDUCATION$285,115
SUB-SAHARAN AFRICA1176PROGRAM SERVICESEDUCATION$8,046,922
CENTRAL AMERICA AND THE CARIBBEAN00PORTFOLIO INVESTMENTS$560,846,621
EUROPE (INCLUDING ICELAND & GREENLAND)00PORTFOLIO INVESTMENTS$91,197,922
SUB-SAHARAN AFRICA00PORTFOLIO INVESTMENTS$12,954,400
EAST ASIA AND THE PACIFIC00PORTFOLIO INVESTMENTS$25,243,268
NORTH AMERICA00PORTFOLIO INVESTMENTS$5,923,886
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees119SubtotalEmployeesCnt
Continuation Total Office2ContinuationTotalOfficeCnt
Continuation Total Employee544ContinuationTotalEmployeeCnt
Total Office3TotalOfficeCnt
Total Employee663TotalEmployeeCnt
Subtotal Spent$17,739,231SubtotalSpentAmt
Continuation Spent$767,305,258ContinuationSpentAmt
Total Spent$785,044,489TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACTS$248,365CASH; ELECTRONIC FUND TRANSFERN/AN/A
MIDDLE EAST AND NORTH AFRICASUBCONTRACTS$309,824CASH; ELECTRONIC FUND TRANSFERN/AN/A
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESSUBCONTRACTS$358,938CASH; ELECTRONIC FUND TRANSFERN/AN/A
SUB-SAHARAN AFRICASUBCONTRACTS$100,000CASH; ELECTRONIC FUND TRANSFERN/AN/A
EAST ASIA AND THE PACIFICSUBCONTRACTS$103,781CASH; ELECTRONIC FUND TRANSFERN/AN/A
FieldValueIRS element (for citing)
Total501c3 Org19Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
STUDENT SCHOLARSHIPSEAST ASIA AND THE PACIFIC295$1,282,821CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A
STUDENT SCHOLARSHIPSMIDDLE EAST AND NORTH AFRICA140$4,104,323CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A
STUDENT SCHOLARSHIPSSUB-SAHARAN AFRICA346$4,102,270CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A
STUDENT SCHOLARSHIPSEUROPE35$189,899CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A
STUDENT SCHOLARSHIPSNORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES266$61,654CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A
STUDENT SCHOLARSHIPSSOUTH AMERICA4$6,059CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationCMU DISTRIBUTES LIMITED FINANCIAL AID AND GRANT FUNDS TO STUDENTS AT ITS INTERNATIONAL LOCATIONS PURSUANT TO A STATISTICAL MODEL THAT TAKES INTO ACCOUNT A STUDENT'S INTENDED COLLEGE MAJOR, ACADEMIC AND ARTISTIC TALENTS, 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.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
RUFFALO NOEL LEVITZ
1025 KIRKWOOD PARKWAY SWCEDAR RAPIDSIA52404TELEMARKETING0$421,362$412,916$8,446
GGA
401 N MICHIGAN AVENUECHICAGOIL60611CAMPAIGN CONSULTATION0$0$263,358-$263,358
OLOGIE LLC
447 EAST MAIN STREETCOLUMBUSOH43215CAMPAIGN MARKETING0$0$157,374-$157,374
FieldValueIRS element (for citing)
Total Gross Receipts$421,362TotalGrossReceiptsAmt
Total Retained By Contractors$833,648TotalRetainedByContractorsAmt
Total Net To Organization-$412,286TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FOOTBALL GOLF OUTINGEvent1Nm
Gross Receipts Event1$31,575GrossReceiptsEvent1Amt
Charitable Contri Event1$4,900CharitableContriEvent1Amt
Gross Revenue Event1$26,675GrossRevenueEvent1Amt
Rent Facility Costs Event1$10,980RentFacilityCostsEvent1Amt
Food And Beverage Event1$4,850FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$1,676OtherDirectExpensesEvent1Amt
Gross Receipts Total$31,575GrossReceiptsTotalAmt
Charitable Contributions Tot$4,900CharitableContributionsTotAmt
Gross Revenue Total Events$26,675GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$10,980RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$4,850FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$1,676OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$17,506DirectExpenseSummaryEventsAmt
Net Income Summary$9,169NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (140 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDescAddress Line2USAddress/AddressLine2Txt
ADC ACQUISITION CO
2 COMMERCE PARK DRNISKAYUNANY12309999999999$21,812N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ADVANCED RESPIRATORY TECHNOLOGIES LLC
1105 WILLIAM PITT WAYPITTSBURGHPA15238473573079$150,606N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
AFRICA-AMERICA INSTITUTE THE
420 LEXINGTON AVE STE 1706NEW YORKNY10170530218859$8,000N/AN/APROGRAM SERVICE501(C)(3)
ALLEGHENY-SINGER RESEARCH INSTITUTE
RESEARCH ACCTG AND REPORTING PO BOXCLEVELANDOH44193251320493$32,826N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)951765
AMERICAN PRODUCTIVITY & QUALITY CENTER (APQC)
CENTER APQC 123 N POST OAK LN STEHOUSTONTX770247797742094629$248,206N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)300
ANITA BORG INSTITUTE FOR WOMEN & TECHNOLOGY
1501 PAGE MILL RD MS1105PALO ALTOCA94304770480427$7,000N/AN/APROGRAM SERVICE501(C)(3)
APPLIGENT INC
22 E BALTIMORE AVELANSDOWNEPA190502202232634973$77,040N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ARIZONA STATE UNIVERSITY
AWARD MANAGEMENT PO BOX 876011TEMPEAZ852876011860196696$108,406N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
BLUE GLACIER MANAGEMENT GROUP INC
2359 S QUEEN STARLINGTONVA22202651207527$520,281N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
BOARD OF REGENTS NEVADA SYSTEM OF HIGHER EDUCATION
1664 N VIRGINIA ST MAILSTOP 0124RENONV895570124886000024$70,224N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
BOOZ ALLEN HAMILTON INC
PO BOX 8500 S-2725PHILADELPHIAPA19178362513626$295,713N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
BOSTON UNIVERSITY
GRANTS RECEIVABLE PO BOX 28763NEW YORKNY100878763042103547$157,151N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
BRIGHAM YOUNG UNIVERSITY
GRANTS CONTRACTS ACCT A-261 ASBPROVOUT846021128870217280$200,529N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 CALIFORNIA BLVD M/C 153-84PASADENACA91125951643307$67,175N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
CARLOW UNIVERSITY
3333 5TH AVEPITTSBURGHPA15213250965438$34,000N/AN/APROGRAM SUPPORT501(C)(3)
CARNEGIE INSTITUTE
4400 FORBES AVENUEPITTSBURGHPA15213250965280$52,744N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
CENTER FOR SEVERE WEATHER RESEARCH INC
1945 VASSAR CIRCLEBOULDERCO80305731538354$51,376N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
CHATHAM UNIVERSITY
WOODLAND RDPITTSBURGHPA15232250717890$41,998N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
CLARKSON UNIVERSITY
PO BOX 5546POTSDAMNY136995546150543659$98,782N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
CLEAN WATER FUND
23885 DENTON STE BCLINTON TWPMI48036521043444$24,342N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
COLORADO SCHOOL OF MINES
RESEARCH ACCTG PO BOX 911911DENVERCO802911911846000551$15,356N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
COLUMBIA UNIVERSITY
SPONSORED PROJECTS FINANCE PO BOXNEW YORKNY100879789135598093$250,646N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)29789 GENERAL POST OFFICE
COMPUTER SCIENCE TEACHERS ASSOCIATION
230 WASHINGTON AVE EXT STE 101ALBANYNY12203270115816$10,000N/AN/APROGRAM SERVICE501(C)(3)
CORNELL UNIVERSITY
SPONSORED FUNDS ACCOUNTING PO BOXITHACANY148510022150532082$83,558N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)22
COUNCIL ON COMPETITIVENESS
900 17TH STREET NW SUITE 700WASHINGTONDC20006521872849$10,000N/AN/APROGRAM SERVICE501(C)(3)
CROWDAI INC
2300 JANE LNMOUNTAIN VIEWCA94043812645615$45,000N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
CYBERBALANCE LLC
5909 CLERMONT LANDING CTBURKEVA22015208692160$1,074,436N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
DELTA RISK LLC
106 S ST MARYS ST STE 428SAN ANTONIOTX78205412253196$3,771,908N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
DEPENDABLE GLOBAL SOLUTIONS
3110 FAIRVIEW PARK DR STE 950FALLS CHURCHVA22042201660971$135,523N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
DREXEL UNIVERSITY
OFFICE OF RESEARCH GRAD STUDIESPHILADELPHIAPA191951090231352630$27,670N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)3201 ARCH STREET SUITE 100
EDGE CASE RESEARCH INC
3485 BUTLER STPITTSBURGHPA15201364907680$715,545N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
EDUCATION TRAINING AND RESEARCH ASSOCIATES
100 ENTERPRISE WAY STE G300SCOTTS VALLEYCA95066942760764$172,866N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
ELSEVIER INC
PO BOX 7247-8455PHILADELPHIAPA191708455131958712$20,416N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
FAMILY HOUSE INC
5001 BAUM BLVD STE 545PITTSBURGHPA15213251519959$10,000N/AN/APROGRAM SERVICE501(C)(3)
FORDHAM UNIVERSITY
441 E FORDHAM RDBRONXNY10458131740451$41,471N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRFAIRFAXVA22032540836354$37,345N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
GINER INC
89 RUMFORD AVENEWTONMA024661311042529800$98,819N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
GRAY TIER TECHNOLOGIES LLC
2331 MILL RD SUITE 100ALEXANDRIAVA22314472520527$364,439N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
GROUP AGAINST SMOG AND POLLUTION INC
1133 S BRADDOCK AVE SUITE 1APITTSBURGHPA15218200011194$6,309N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
HARVARD UNIVERSITY
PRESIDENT FELLOWS OF HARVARDBOSTONMA022415649042103580$109,966N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)COLLEGE PO BOX 415649
INDIANA UNIVERSITY
DEPT 78867 PO BOX 78000DETROITMI482780867356001673$86,895N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
INSTITUTE FOR ADVANCED STUDY - LOUIS BAMBERGER & MRS FELIX FULD FOUNDATION
EINSTEIN DRPRINCETONNJ08540210634988$135,377N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
INTEC LLC
10306 EATON PL 520FAIRFAXVA22030200926568$25,000N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
INTELLIGENT AUTOMATION INC
15400 CALHOUN DR SUITE 190ROCKVILLEMD20855521497192$18,000N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
IOMAXIS LLC
10505 FURNACE RD SUITE 101LORTONVA22079201538682$597,029N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
JOHNS HOPKINS UNIVERSITY
CENTRAL LOCKBOX C/O BANK OF AMERICACHICAGOIL60693520595110$28,587N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)12529 COLLECTIONS CENTER DRIVE
KANSAS STATE UNIVERSITY
2323 ANDERSON AVE SUITE 600MANHATTANKS66502480771751$68,663N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
KENT STATE UNIVERSITY
BURSARS OFFICE PO BOX 5190KENTOH442420001316402079$61,059N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
KENT STATE UNIVERSITY FOUNDATION INC
PO BOX 5190KENTOH442420001346576307$34,915N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
LEIDOS INC
1710 SAIC DRMCLEANVA22102953630868$88,359N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE CASHIERSCAMBRIDGEMA02139042103594$428,233N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)OFFICE NE49-3077
MAYO CLINIC ROCHESTER
200 FIRST ST SWROCHESTERMN55905416011702$53,374N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
MICHIGAN STATE UNIVERSITY
CONTRACT GRANT ADMN 426 AUDITORIUMEAST LANSINGMI48824386005984$33,806N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115RD ROOM 2
NATIONAL BUREAU OF ECONOMIC RESEARCH INC
1050 MASSACHUSETTS AVECAMBRIDGEMA02138131641075$27,928N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
NEW YORK UNIVERSITY
105 EAST 17TH ST 3RD FLNEW YORKNY10003135562308$127,189N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
NORTH CAROLINA CENTRAL UNIVERSITY
1801 FAYETTEVILLE STDURHAMNC27707566000730$40,372N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
NORTH CAROLINA STATE UNIVERSITY
CAMPUS BOX 7214 OFFICE OF GRANTSRALEIGHNC276957214566000756$106,725N/AN/AEDUCATION/RESEARCH SUBCONTRACTSAND CONTRACTS
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE 320RPBOSTONMA02115041679980$69,592N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
NORTHWESTERN UNIVERSITY
ACCT SVCS FOR RESEARCH SPON 633EVANSTONIL60208362167817$11,084N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)CLARK ST RM G547
OAKLAND CATHOLIC HIGH SCHOOL INC
144 NORTH CRAIG STREET ADVANCEMENTPITTSBURGHPA15213251604103$19,480N/AN/APROGRAM SERVICE501(C)(3)OFFICE
OHIO STATE UNIVERSITY
ACCOUNTING DEPT 4TH FL 1960 KENNYCOLUMBUSOH432101063316025986$193,557N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(1)RD
OREGON STATE UNIVERSITY
ACCOUNTS PAYABLE PO BOX 1086CORVALLISOR973391086936001786$87,045N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
PENN STATE UNIVERSITY
RESEARCH ACCOUNTING 401 RIDER IISTATE COLLEGEPA168014819246000376$239,181N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115BLDG 227 W BEAVER AVE STE 401
PITTSBURGH CULTURAL TRUST
803 LIBERTY AVEPITTSBURGHPA15222251469002$32,500N/AN/APROGRAM SERVICE501(C)(3)
PITTSBURGH PROMISE THE
1901 CENTRE AVE STE 204PITTSBURGHPA15219261982661$25,000N/AN/APROGRAM SERVICE501(C)(3)
PITTSBURGH URBAN CHRISTIAN SCHOOL
809 CENTER STPITTSBURGHPA15221251405301$20,517N/AN/APROGRAM SERVICE501(C)(3)
PITTSBURGH VENTURE CAPITAL
2580 N LIGHTWOOD AVE CHAPTERBETHEL PARKPA15102251566467$21,750N/AN/APROGRAM SERVICE501(C)(6)ADMINISTRATOR
PLANETARY SCIENCE INSTITUTE
1700 E FT LOWELL RD STE 106TUCSONAZ857192395330175263$20,438N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
PRIME ACCESS CONSULTING INC
312 MONTIBELLO DRCARYNC27513461378546$46,060N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
PRINCETON UNIVERSITY
THE TRUSTEES OF 701 CARNEGIE CENTERPRINCETONNJ08540210634501$87,064N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)CENTER
PURDUE UNIVERSITY
SPONSORED PROGRAM SERVICES 23510CHICAGOIL606731235356002041$38,088N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115NETWORK PLACE
RACK-WILDNER & REESE INC
2325 E CARSON STPITTSBURGHPA15203251860420$43,449N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
RAND CORPORATION
1700 MAIN ST PO BOX 2138SANTA MONICACA904072138951958142$101,538N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
REGENTS OF THE UNIV OF CALIFORNIA
UNIV OF CALIFORNIA SAN DIEGO 9500LA JOLLACA92093946002123$653,942N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115GILMAN DR -OFC CONTRACT GRANT ADM
RESEARCH FOUNDATION FOR STATE UNIV OF NEW YORK
PO BOX 9ALBANYNY122010009141368361$756,887N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
RESEARCH INSTITUTE AT NATIONWIDE CHILDRENS HOSPITAL
PO BOX 781653DETROITMI482781653316056230$63,407N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
ROBERT BOSCH NORTH AMERICA CORPORATION
2800 S 25TH AVEBROADVIEWIL60155208094708$63,594N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ROBERT MORRIS UNIVERSITY
6001 UNIVERSITY BLVDMOON TWPPA15108251120678$9,585N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
ROBOTWITS LLC
1100 CRESCENT PLPITTSBURGHPA15217463695179$180,000N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
SACRED HEART ELEMENTARY SCHOOL
325 EMERSON STPITTSBURGHPA15206252056201$5,100N/AN/APROGRAM SERVICE
SANTA FE INSTITUTE
1399 HYDE PARK RDSANTA FENM87501850325494$30,720N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
SERRA CATHOLIC HIGH SCHOOL INC
200 HERSHEY DRMCKEESPORTPA15132205696522$14,930N/AN/APROGRAM SUPPORT501(C)(3)
SIEMENS CORPORATION
SIEMENS SHARED SVCS PO BOX 371614PITTSBURGHPA152517614132623356$42,660N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
SIRIUS DECISIONS INC
187 DANBURY RDWILTONCT06897061626189$7,000N/AN/APROGRAM SERVICE
SONATYPE INC
PO BOX 674860DETROITMI482674860260641472$20,000N/AN/APROGRAM SERVICE
SPIRALGEN INC
201 S CRAIG ST STE 2EPITTSBURGHPA15213270171738$123,344N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ST PHILIP PARISH
50 W CRAFTON AVEPITTSBURGHPA15205250966604$11,425N/AN/APROGRAM SUPPORT
STANFORD UNIVERSITY
PO BOX 44253SAN FRANCISCOCA941444253941279777$511,724N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
STROUD WATER RESEARCH CENTER INC
970 SPENCER RDAVONDALEPA193119514522081073$17,234N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
SUNDANCE INSTITUTE
PO BOX 684429PARK CITYUT84068870361394$12,000N/AN/APROGRAM SUPPORT501(C)(3)
SYRACUSE UNIVERSITY
BURSAR OPERATIONS 102 ARCHBOLD NSYRACUSENY132441140150532081$234,844N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
TC AMERICAN CRANE COMPANY
11110 INDUSTRIAL CIRCLE NW SUITE AELK RIVERMN553304751813315284$33,167N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
TISSUE TESTING TECHNOLOGIES LLC
2231 TECHNICAL PKWY STE AN CHARLESTONSC29406472583753$52,033N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
TOYOTA TECHNOLOGICAL INSTITUTE AT CHICAGO
6045 S KENWOOD AVECHICAGOIL60637364479457$53,190N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
TRUSTEES UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541231352685$95,502N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
TRYING TOGETHER
5604 SOLWAY STPITTSBURGHPA15217256089906$28,769N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
TUFTS UNIVERSITY
TRUSTEES OF TUFTS COLLEGE 136BOSTONMA02111042103634$45,639N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)HARRISON AVE OVPR POST-AWARD RESEAR
UNITED TECHNOLOGIES CORP
PO BOX 416678BOSTONMA022416678060570975$20,332N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF ALABAMA
BOX 35487TUSCALOOSAAL35487636001138$156,110N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF ALABAMA IN HUNTSVILLE THE
301 SPARKMAN DRHUNTSVILLEAL35899630520830$78,714N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF ARKANSAS AT LITTLE ROCK
2801 S UNIVERSITY AVELITTLE ROCKAR72204710236904$118,981N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF CALIFORNIA BERKELEY
UC REGENTS-BILLING PAYMENT SVCS 140BERKELEYCA947201111946002123$1,657,289N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115UNIVERSITY HALL
UNIVERSITY OF CALIFORNIA IRVINE
UC REGENTS GLOBALS ADMN OFC BIO ENGIRVINECA926972715952226406$78,665N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115DEPT-3120 NATURAL SC II
UNIVERSITY OF CALIFORNIA LOS ANGELES
PSC PO BOX 957089 1125 MURPHY HALLLOS ANGELESCA900959000956006143$721,606N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115405 HILGARD AVE
UNIVERSITY OF CALIFORNIA RIVERSIDE
900 UNIVERSITY AVERIVERSIDECA92521956006142$49,973N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF CALIFORNIA SANTA CRUZ
CASHIERS OFFICE 1156 HIGH STREETSANTA CRUZCA950641077941539563$19,437N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF CINCINNATI
SRS ACCOUNTING PO BOX 932641CLEVELANDOH44193316000989$12,872N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF COLORADO
SPONSORED PROJECTS ACCTG PO BOXDENVERCO802910220846000555$11,280N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115910220
UNIVERSITY OF FLORIDA
ORAL HISTORY PROGRAM 241 PUGH HALLGAINESVILLEFL32611596002052$29,401N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF ILLINOIS
GRANTS CONTRACTS 28392 NETWORK PLCHICAGOIL606731283376000511$185,737N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF IOWA THE
GRANT ACCOUNTING B5 JESSUP HALL 5 WIOWA CITYIA522421316466004813$25,294N/AN/AEDUCATION/RESEARCH SUBCONTRACTSJEFFERSON ST
UNIVERSITY OF MARYLAND BALTIMORE COUNTY (UMBC)
1000 HILL TOP CIR ADMIN BLDG RM 419BALTIMOREMD21250526002033$214,159N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115419
UNIVERSITY OF MASSACHUSETTS
AT AMHERST 408 GOODELL BLDG GRANTSAMHERSTMA010033285043167352$215,028N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(1)CONTRACT ADMINISTRATION
UNIVERSITY OF MEMPHIS
PO BOX 1000 DEPT 313MEMPHISTN381480313620648618$204,851N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF MICHIGAN
BOX 223131PITTSBURGHPA152512131386005984$145,824N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF MINNESOTA
NW 5957 PO BOX 1450MINNEAPOLISMN554855957416007513$159,922N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF MISSOURI
UNIVERSITY OF MISSOURI AR PO BOXKANSAS CITYMO641807012436003859$14,473N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115807012
UNIVERSITY OF NEW MEXICO THE
C/O FINANCIAL SERVICES HSC 1 UNIVALBUQUERQUENM87131856000642$184,155N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115OF NEW MEXICO MSC09 5220
UNIVERSITY OF NORTH CAROLINA
ADD HEALTH CAROLINA POPULATION CTRCHAPEL HILLNC27516566001393$36,365N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115206 WEST FRANKLIN ST
UNIVERSITY OF PENNSYLVANIA
TRUSTEES OF THE UNIV OF PENNSYLVANIPHILADELPHIAPA191785541231352685$711,191N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)PO BOX 785541
UNIVERSITY OF PITTSBURGH
PO BOX 371220 500 ROSS STPITTSBURGHPA152517220250965591$3,014,499N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
UNIVERSITY OF SAN DIEGO
5998 ALCALA PARKSAN DIEGOCA921102492952544535$59,265N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON ST RM 612 CONTRACT ANDCOLUMBIASC29208576001153$36,501N/AN/AEDUCATION/RESEARCH SUBCONTRACTSGRANT ACCOUNTING
UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION
1027 BARNWELL STCOLUMBIASC29208576017985$78,302N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
UNIVERSITY OF SOUTHERN CALIFORNIA
SPONSERED PROJECTS ACCOUNTING FILELOS ANGELESCA900742095951642394$1,246,673N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)NO 52095
UNIVERSITY OF TEXAS AT AUSTIN
OFFICE OF ACCOUNTING PO BOX 7159AUSTINTX787137159746000203$76,045N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
UNIVERSITY OF TEXAS AT DALLAS
800 W CAMPELL RDRICHARDSONTX750803021751305566$28,560N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
UNIVERSITY OF TEXAS AT EL PASO
CONTRACTS GRANTS ACCT RM200 ADMEL PASOTX799680697746000813$73,317N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115BLDG 500 W UNIVERSITY
UNIVERSITY OF VIRGINIA
ATTN OFFICE OF SPONSORED PROGRAMSCHARLOTTESVILLEVA229044195541682176$61,360N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)PO BOX 400195
UNIVERSITY OF WASHINGTON
GRANT AND CONTRACT ACCTG BOX 354966SEATTLEWA981954966916001537$1,354,894N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115354966
UNIVERSITY OF WYOMING
1000 E UNIVERSITY AVE DEPT 3355LARAMIEWY82071836000331$26,206N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(1)
VERIS GROUP LLC
8229 BOONE BLVD SUITE 750VIENNAVA22182202300601$466,774N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
VIRGINIA TECH
OFFICE OF SPONSORED PROGRAMS 1880BLACKSBURGVA240603580546001805$72,366N/AN/AEDUCATION/RESEARCH SUBCONTRACTSPRATT DR STE 2006
VISIONQUEST SYSTEMS INC
3314 KEMPER RDARLINGTONVA22206043692674$331,574N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
WASHINGTON STATE UNIVERSITY
240 FRENCH ADM BLDG POB 641025PULLMANWA991641025916001108$30,227N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
WAYNE STATE UNIVERSITY
CASHIERS OFFICE PO BOX 02788DETROITMI48202383555142$103,435N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
WESLEYAN UNIVERSITY
FINANCE/GRANTS ACCOUNTING 287 HIGHMIDDLETOWNCT06459060646959$64,948N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)ST
WEST LIBERTY UNIVERSITY FOUNDATION INC
208 UNIVERSITY DR CSC 126WEST LIBERTYWV26074550480299$14,923N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
WEST VIRGINIA UNIVERSITY RESEARCH CORP
PO BOX 6002MORGANTOWNWV26506550665758$95,132N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
WOMEN IN CYBER SECURITY
370 S LOWE AVE STE A-244COOKEVILLETN38501822750482$11,000N/AN/APROGRAM SERVICE501(C)(3)
FieldValueIRS element (for citing)
Total501c3 Org92Total501c3OrgCnt
Total Other Org48TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
CMU SCHOLARSHIPS7822$141,925,525N/AN/A
ENDOWED STUDENT SCHOLARSHIPS1298$13,989,419N/AN/A
FEDERAL GRANT739$2,077,676N/AN/A
EXTERNAL DONOR OR CORPORATE FUNDED SCHOLARSHIPS333$1,936,131N/AN/A

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationCMU 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, 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 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 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. FUNDS ARE SPENT UNDER THE SUPERVISION OF THE PRINCIPAL INVESTIGATORS AND ARE ACCOUNTABLE TO FEDERAL AND SPONSOR TERMS AND CONDITIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (29 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
EDWARD GREFENSTETTE
VOTING TRUSTEE$0$530,000$0$566,500$0$84,319$0$830,919$0$24,729$0$2,036,467$0$644,116
JEANNE VANBRIESEN
EX-OFFICIO TRUSTEE/PROFESSOR$196,051$0$0$0$3,029$0$14,969$0$71,802$0$285,851$0$0$0
FARNAM JAHANIAN
PRESIDENT/EX-OFFICIO TRUSTEE$858,415$15,000$100,000$0$140,726$0$22,000$0$76,326$0$1,197,467$15,000$0$0
LAURIE WEINGART
INTERIM PROVOST (THRU. 12/18)$495,543$0$0$0$22,722$0$22,000$0$55,238$0$595,503$0$0$0
JAMES H GARRETT
PROVOST & CAO (AS OF 1/19)$392,532$0$0$0$72,066$0$22,000$0$16,384$0$502,982$0$0$0
ANGELA BLANTON
VP OF FINANCE & CFO$402,532$0$0$0$13,525$0$22,000$0$14,545$0$452,602$0$0$0
GINA CASALEGNO VP FOR
STUDENT AFFAIRS & DEAN OF STUDENTS$303,046$0$0$0$6,081$0$22,000$0$26,399$0$357,526$0$0$0
MARY JO DIVELY
VP/GENERAL COUNSEL$504,073$0$0$0$46,714$0$22,000$0$100,711$0$673,498$0$0$0
JOHN DOLAN
TREASURER$211,003$0$0$0$429$0$17,820$0$19,742$0$248,994$0$0$0
CHARLES A KENNEDY
CHIEF INVESTMENT OFFICER$320,758$0$125,618$0$28,582$0$223,002$0$41,241$0$739,201$0$95,093$0
CATHY A LIGHT SEC OF THE
CORP. & ADVISOR TO THE PRESIDENT$291,465$0$0$0$7,094$0$22,000$0$23,674$0$344,233$0$0$0
RODNEY MCCLENDON
V.P. FOR OPERATIONS$443,964$0$0$0$18,848$0$22,000$0$13,486$0$498,298$0$0$0
SCOTT MORY
V.P. FOR UNIVERSITY ADVANCEMENT$484,194$0$0$0$36,991$0$22,000$0$8,647$0$551,832$0$0$0
CARRIE NELSON
ASSISTANT TREASURER$247,962$0$0$0$4,067$0$20,254$0$6,047$0$278,330$0$0$0
JONATHAN CAGAN PROFESSOR
INTERIM DEAN, COLLEGE OF ENGINEERING$261,505$0$0$0$6,452$0$20,285$0$100,205$0$388,447$0$0$0
TOM MITCHELL PROF INT DEAN
SCHOOL OF COMP. SCI. (ENTERED 11/18)$313,094$0$0$0$22,253$0$25,423$0$13,970$0$374,740$0$0$0
ANDREW MOORE DEAN SCHOOL
OF COMPUTER SCIENCE (EXITED 11/18)$477,249$0$0$0$18,237$0$22,000$0$74,687$0$592,173$0$0$0
PAUL D NIELSEN
DIRECTOR, SEI$563,360$0$0$0$38,029$0$22,000$0$7,270$0$630,659$0$0$0
VIJAYAKUMAR BHAGAVATULA
DIRECTOR, CMU-AFRICA$307,199$0$0$0$344,972$0$22,708$0$28,990$0$703,869$0$0$0
ROBERT DAMMON
DEAN, PROFESSOR OF FINANCE$610,367$0$0$0$33,226$0$22,000$0$16,995$0$682,588$0$0$0
KRZYSZTOF MATYJASZEWSKI
JC WARNER UNIV. PROF. OF NAT. SCI.$572,121$0$0$0$44,501$0$26,895$0$13,529$0$657,046$0$0$0
RAMAMOORTHI RAVI
ZOLTNERS PROF. OF OPERAT. RESEARCH$282,839$0$0$0$706,474$0$26,895$0$13,630$0$1,029,838$0$0$0
MICHAEL TRICK
DEAN, QATAR CAMPUS$407,447$0$0$0$461,506$0$22,000$0$41,048$0$932,001$0$0$0
STEVE KLOEHN
FORMER OFFICER$154,943$0$0$0$192,206$0$40,582$0$11,770$0$399,501$0$0$0
JOHN LEHOCZKY
FORMER OFFICER/PROFESSOR$284,021$0$0$0$41,491$0$22,946$0$21,737$0$370,195$0$0$0
PAMELA EAGER
FORMER OFFICER/SR. ASSOC. FOR DEV.$311,777$0$0$0$14,078$0$22,000$0$32,658$0$380,513$0$0$0
MARK S KAMLET
FORMER OFFICER/PROFESSOR$443,458$0$0$0$35,751$0$26,895$0$13,354$0$519,458$0$0$0
SUBRA SURESH
FORMER OFFICER/FORMER TRUSTEE$0$0$0$0$987,071$0$0$0$0$0$987,071$0$984,006$0
RANDAL E BRYANT
FORMER KE/PROFESSOR$343,252$0$0$0$4,745$0$25,878$0$20,170$0$394,045$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AALL 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 UNIVERSITY'S POLICIES AND PROCEDURES. NONTAXABLE BENEFITS DISCLOSED IN COLUMN D INCLUDE, FOR EXAMPLE, CONTRIBUTIONS TO EMPLOYER HEALTH AND WELFARE PLANS, EMPLOYER PROVIDED HOUSING, AND QUALIFIED TUITION BENEFITS.
PART I, LINES 4A-BFARNAM JAHANIAN PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THESE BENEFITS ARE REPORTED IN PART II, COLUMN (B). EFFECTIVE JULY 1, 2017, DR. SURESH WAS NO LONGER EMPLOYED BY THE UNIVERSITY. IN CONJUNCTION WITH HIS DEPARTURE, THE UNIVERSITY AND DR. SURESH NEGOTIATED SEVERANCE BENEFITS. DR. SURESH'S PAID SEVERANCE BENEFITS, TOTALING $864,006 ARE REPORTED IN PART II, COLUMN (B). EFFECTIVE JULY 1, 2018, STEVE KLOEHN WAS NO LONGER EMPLOYED BY THE UNIVERSITY. IN CONJUNCTION WITH HIS DEPARTURE, THE UNIVERSITY AND STEVE KLOEHN NEGOTIATED SEVERANCE BENEFITS. STEVE KLOEHN'S PAID SEVERANCE BENEFITS, TOTALING $165,501 ARE REPORTED IN PART II, COLUMN (B) AND HIS ACCRUED SEVERANCE BENEFITS ARE INCLUDED IN PART II, COLUMN (C).
PART I, LINE 7ALL BONUSES PAID WERE AWARDED AS A RESULT OF PERFORMANCE AND WERE APPROVED BY THE COMPENSATION COMMITTEE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
A25165013701728RES42008-04-10$120,820,000REFUNDING 2006A,B & 2007A. SEE PART VI FOR MORE DETAIL000
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
B25165013701729EKY22013-02-14$60,529,980REVENUE BONDS TO FINANCE NEW CONSTRUCTION. SEE PART VI FOR MORE DETAIL000
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
C25165013701728RMP12017-07-19$77,823,681REFUNDING 2009 BONDS & TAXABLE COMMERCIAL PAPER NOTES. SEE PART VI FOR MORE000
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
D251650137NONEAVAIL2017-12-27$50,000,000REISSUANCE OF 2012B BONDS. SEE PART VI FOR MORE DETAIL000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapitalized InterestCapitalizedInterestAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYr
A$120,821,573$493,831$120,327,742Yes (1)0Yes (1)Yes (1)
B$60,575,582$463,813$29,90000Yes (1)Yes (1)$36,398$60,045,4712016
C$77,839,863$341,465$77,498,398Yes (1)0Yes (1)Yes (1)
D$50,000,000$50,000,000Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)
B0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)
C0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)Yes (1)000Yes (1)
B000Yes (1)000Yes (1)Yes (1)
C0Yes (1)Yes (1)Yes (1)0000Yes (1)
D0Yes (1)Yes (1)Yes (1)Yes (1)000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceENTITY 1:FormAndLineReferenceDesc
ExplanationCOLUMN A: PART I(F): BONDS CURRENT REFUNDED SERIES 2006AB BONDS (ISSUED DECEMBER 13, 2006) AND SERIES 2007 BONDS (ISSUED MARCH 1, 2007). COLUMN C: PART I(F): THE BONDS CURRENT REFUNDED PORTIONS OF THE SERIES 2009 BONDS (ISSUED AUGUST 20, 2009) AND TAXABLE COMMERCIAL PAPER NOTES (ISSUED FEBRUARY 24, 2015). COLUMN D: PART I(F): THE BONDS CURRENT REFUNDED THE OUTSTANDING SERIES 2012B BONDS (ISSUED MARCH 1, 2012). COLUMNS A, B C: THE DIFFERENCE BETWEEN PART I(E) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. COLUMN D: PART III: BECAUSE PROCEEDS OF THE BONDS WERE USED TO REFUND BONDS ISSUED BEFORE JANUARY 1, 2003, THE ISSUER HAS NOT COMPLETED PART III WITH RESPECT TO THE BONDS. COLUMNS A, C, D: PART II, LINE 13: SINCE PROCEEDS OF THE BONDS WERE ISSUED FOR REFUNDING PURPOSES, THE YEAR OF SUBSTANTIAL COMPLETION IS NOT APPLICABLE. COLUMNS A, B, C: PART III, LINE 7: AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. COLUMNS C, D: PART IV, LINE 2(B): THE BONDS HAVE MET THE 6-MONTH EXPENDITURE EXCEPTION TO THE REBATE REQUIREMENT. COLUMN A: PART IV, LINE 2(C): THE MOST RECENT REBATE REPORT WAS PREPARED BY THE BORROWER AND DATED APRIL 26, 2013. COLUMN B: PART IV, LINE 2(C): THE MOST 5TH YEAR RECENT REBATE REPORT WAS PREPARED BY BLX ON FEBRUARY 13, 2018. COLUMNS C, D: PART IV, LINE 2(C): THE BONDS HAVE MET AN EXCEPTION TO THE REBATE REQUIREMENT; AND THEREFORE, NO REBATE HAS BEEN, OR EVER WILL BE, DUE ON THE BONDS. ENTITY 2: PART I(F): 2009 BONDS WERE ISSUED ON AUGUST 20, 2009. THE DIFFERENCE BETWEEN PART I(E) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. PART II, LINE 13: SINCE PROCEEDS OF THE BONDS WERE ISSUED FOR REFUNDING PURPOSES, THE YEAR OF SUBSTANTIAL COMPLETION IS NOT APPLICABLE. PART III, LINE 7: AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. PART IV, LINE 2(B): THE BONDS HAVE MET THE 6-MONTH EXPENDITURE EXCEPTION TO THE REBATE REQUIREMENT. PART IV, LINE 2(C): THE BONDS HAVE MET AN EXCEPTION TO THE REBATE REQUIREMENT AND; THEREFORE, NO COMPUTATION HAS BEEN, OR EVER WILL BE, PREPARED FOR THE BONDS.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN251650137BondIssuerEIN
CUSIP01728RMX4CUSIPNum
Bond Issued2019-01-23BondIssuedDt
Issue Price$120,435,248IssuePriceAmt
PurposeREFUNDING OF 2009 BONDS. SEE PART VI FOR MORE DETAILPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$120,495,489TotalProceedsAmt
Issuance Costs From Proceeds$418,774IssuanceCostsFromProceedsAmt
Other Spent Proceeds$120,000,000OtherSpentProceedsAmt
Unspent$76,715UnspentAmt
Refunding Tax Exempt BondsYes (1)RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease ArrangementsYes (1)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (1)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (1)EngageBondCounselContractsInd
Any Research AgreementsYes (1)AnyResearchAgreementsInd
Engage Bond Counsel ResearchYes (1)EngageBondCounselResearchInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due YetYes (1)RebateNotDueYetInd
Exception To RebateYes (1)ExceptionToRebateInd
No Rebate DueYes (1)NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Cash Grant$14,460CashGrantAmt
Type Of AssistanceMERIT SCHOLARSHIPTypeOfAssistanceTxt
Assistance PurposeTUITION ASSISTANCEAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
C BRODSKY
M. KAMLET - CMU FORMER OFFICER - HUSBAND OF C. BRODSKY - CMU EMPLOYEE$110,313SEE PART V COMPENSATION FOR PROFESSOR OF COLLEGE OF FINE ARTS0
L SMITH
J. GARRETT - CMU OFFICER - BROTHER OF L. SMITH - CMU EMPLOYEE$78,403SEE PART V COMPENSATION FOR ASSOCIATE DIRECTOR OF STUDENT ACCOUNTS0
R BLANTON
A. BLANTON - CMU OFFICER - WIFE OF R. BLANTON - CMU EMPLOYEE$311,517SEE PART V COMPENSATION FOR PROFESSOR OF ELECTRICAL & COMPUTER ENGINEERING0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$310,250NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution181ContributionCnt
Noncash Contributions Rpt F990$11,578,581NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)SOFTWARE LICENSE1$100,000FAIR MARKET VALUE
Yes (X)SCIENTIFIC/ENGINEERING/MUSIC EQPT9$55,095FAIR MARKET VALUE
Yes (X)ALUMNI EVENT27$36,830COST
Yes (X)TOOLS1$27,506COST
FieldValueIRS element (for citing)
Form8283 Received4Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER SHOWN IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS CARNEGIE MELLON UNIVERSITY RECEIVED FOR EACH TYPE OF PROPERTY FOR THE YEAR ENDED JUNE 30, 2019.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2JAMES ROHR, EDWARD GREFENSTETTE, AND FARNAM JAHANIAN HAVE A BUSINESS RELATIONSHIP. EDWARD GREFENSTETTE AND J. LEA HILLMAN SIMONDS HAVE A BUSINESS RELATIONSHIP. EDWARD GREFENSTETTE AND JOEL P. ADAMS HAVE A BUSINESS RELATIONSHIP. LARRY JENNINGS JR. AND LUKE SKURMAN HAVE A BUSINESS RELATIONSHIP.
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 SHALL BE FULL VOTING MEMBERS OF THE BOARD OF TRUSTEES, WITH ALL RIGHTS AND RESPONSIBILITIES THERETO, EXCEPT AS FOLLOWS: THEY SHALL BE WELCOME AT ALL OPEN SESSIONS OF ALL FULL BOARD MEETINGS AND, IF REQUESTED BY THE CHAIR, AT CLOSED EXECUTIVE SESSIONS; AND THE PRESIDENT OF CARNEGIE MELLON UNIVERSITY SHALL HAVE NO VOTING RIGHTS WHEN SERVING AS A MEMBER OF THE AUDIT COMMITTEE OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11BCARNEGIE MELLON UNIVERSITY'S TAX DEPARTMENT IS RESPONSIBLE FOR GATHERING RELEVANT INFORMATION AND PREPARING THE ANNUAL FORM 990. ONCE THE FORM IS COMPLETE IN DRAFT STATUS, IT IS REVIEWED WITH CARNEGIE MELLON'S INDEPENDENT CERTIFIED PUBLIC ACCOUNTING (CPA) FIRM. UPON COMPLETION OF INDEPENDENT REVIEW BY THE CPA FIRM, THE FORM IS REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND CHIEF FINANCIAL OFFICER, ASSOCIATE VICE PRESIDENT FOR FINANCE AND CONTROLLER, TAX DEPARTMENT AND THEN PROVIDED TO THE AUDIT COMMITTEE FOR APPROVAL. FINALLY, A COMPLETED COPY OF THE FORM IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING FORM 990 WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CCARNEGIE MELLON REQUIRES EACH TRUSTEE, OFFICER, AND MEMBER OF SENIOR MANAGEMENT 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 OFFICE OF THE SECRETARY OF THE CORPORATION SENDING AN ELECTRONIC CONFLICT OF INTEREST QUESTIONNAIRE TO THE ABOVE NOTED INDIVIDUALS. COMPLETED QUESTIONNAIRES ARE RETURNED TO THE SECRETARY OF THE CORPORATION FOR EVALUATION OF ACTUAL OR PERCEIVED CONFLICTS BY THE INSTITUTION, REVIEWED BY THE OFFICE OF GENERAL COUNSEL, 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 TO THE SECRETARY OF THE CORPORATION AS THEY ARISE THROUGHOUT THE YEAR.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION COMMITTEE ANNUALLY REVIEWS AND RECOMMENDS TO THE EXECUTIVE COMMITTEE FOR APPROVAL THE PRESIDENT'S SALARY, COMPENSATION, AND BENEFIT PACKAGE (TOTAL COMPENSATION), AND REVIEWS AND APPROVES THE TOTAL COMPENSATION OF THE PROVOST, VICE PRESIDENTS, DEANS, OFFICERS AND KEY EMPLOYEES. THE COMMITTEE OBTAINS APPROPRIATE ANALYSES AND STUDIES PREPARED BY THE ADMINISTRATION AND INDEPENDENT EXTERNAL SOURCES WITH RESPECT TO COMPENSATION FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS TO AID IN EVALUATING COMPENSATION AND BENEFIT PLAN LEVELS, PRACTICES AND STRATEGIES TO ENSURE THAT THE UNIVERSITY'S COMPENSATION LEVELS AND PRACTICES ARE COMPARABLE TO SIMILAR ORGANIZATIONS AND APPROPRIATE TO ATTRACT, OBTAIN AND RETAIN QUALIFIED PERSONNEL. THIS INCLUDES REVIEWING SURVEY DATA FOR SIMILAR POSITIONS AMONG A SELECT GROUP OF PEER INSTITUTIONS. THE COMMITTEE SUBMITS ITS RECOMMENDATIONS FOR THE PRESIDENT'S TOTAL COMPENSATION PACKAGE TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE EXECUTIVE COMMITTEE RECEIVES AN ANNUAL REPORT FROM THE UNIVERSITY'S COMPENSATION COMMITTEE INCLUDING SIGNIFICANT COMPENSATION AND BENEFIT PLAN POLICY CHANGES. IT REPORTS TO THE FULL BOARD ON THIS AND THE COMPETITIVENESS OF THE UNIVERSITY'S COMPENSATION LEVELS AND BENEFIT PLANS IN RELATION TO PEER INSTITUTIONS.
FORM 990, PART VI, SECTION C, LINE 19CARNEGIE MELLON'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION. THE DOCUMENTS ARE AVAILABLE UPON REQUEST OR CAN BE OBTAINED BY VISITING THE WEBSITE AT WWW.CMU.EDU.
FORM 990, PART VII, SECTION A, LINE 1A:THE BOARD OF TRUSTEES MAY GRANT THE STATUS OF EMERITUS TRUSTEE TO THOSE MEMBERS WHO HAVE MADE DISTINGUISHED CONTRIBUTIONS TO THE UNIVERSITY AND WHO HAVE ATTAINED AT LEAST AGE 60 OR A MAXIMUM OF AGE 75. THE BOARD OF TRUSTEES MAY, AT ANY TIME OR FROM TIME TO TIME CHANGE THE AGE AT WHICH TRUSTEES MUST BE GRANTED EMERITUS, A STATUS, OR RESIGN FROM THE BOARD. EMERITUS/ A TRUSTEES SHALL BE WELCOME AT ALL FULL BOARD MEETINGS; ALL MEETINGS OF THE ADVANCEMENT, EDUCATIONAL AFFAIRS AND ENROLLMENT, AND RESEARCH, INNOVATION AND ENTREPRENEURSHIP COMMITTEES OF THE BOARD OF TRUSTEES; SHALL RECEIVE ALL NOTICES, MINUTES AND REPORTS OF SAID MEETINGS, SHALL BE FREE TO PARTICIPATE IN DISCUSSIONS, BUT SHALL BE WITHOUT A VOTE ON ANY MATTER. EMERITUS TRUSTEES SHALL BE WELCOME AT ALL BOARD AND UNIVERSITY EVENTS. THE FOLLOWING INDIVIDUALS WERE EMERITUS LIFE TRUSTEES OF CARNEGIE MELLON'S BOARD OF TRUSTEES: JOHN BERTUCCI, CAROL R. BROWN, ROBERT M. BROWN III, W. LOGAN DICKERSON, PHILIP L. DOWD, DINA DUBLON, WILLIAM B. ELLIS, CYNTHIA FRIEDMAN, HENRY GAILLIOT, CLAIRE W. GARGALLI, RICHARD D. HAMILTON, WILTON A. HAWKINS, TERESA HEINZ, ORION L. HOCH, T. JEROME HOLLERAN, W. LEE HOSKINS, JUSTIN M. JOHNSON, PATRICIA ASKWITH KENNER, DAVID M. KIRR, EDWARD E. LUCENTE, THOMAS A. MCCONOMY, JACK E. MCGRATH, REGINA GOUGER MILLER, ALESSANDRO OVI, E. KEARS POLLOCK, CHARLES J. QUEENAN, JR. ESQ, JOHN G. RANGOS, SR., DAVID RODERICK, VINCENT A. SARNI, JOYCE B. SCOTT, DAVID S. SHAPIRA, RAYMOND W. SMITH, W. LOWELL STEINBRENNER, DONALD E. STITZENBERG, JAMES M. WALTON, KONRAD M. WEIS.
FORM 990, PART VII, SECTION A, COLUMN B:FOR EACH PERSON LISTED IN COLUMN A WHO IS AN EMPLOYEE OF CARNEGIE MELLON UNIVERSITY, THE AVERAGE NUMBER OF HOURS PER WEEK STATED IS 50 HOURS PER WEEK; HOWEVER, THE ACTUAL NUMBER OF HOURS WORKED VARIES BETWEEN 50-80 HOURS PER WEEK.
FORM 990, PART XI, LINE 9:LAMME UNREALIZED GAINS/LOSS -41,811. CHANGE IN SWAP VALUE NET OF INTEREST EXPENSE & OTHER -9,033,978. NET GAIN FROM FUNDRAISING EVENTS -9,169. LOSSES FROM ADJUSTMENTS OF PLEDGES RECEIVABLE -16,607,973.
FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING:CARNEGIE MELLON HAS AN AUDIT COMMITTEE OF THE BOARD OF TRUSTEES THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF A CERTIFIED INDEPENDENT ACCOUNTING FIRM THAT AUDITS THE FINANCIAL STATEMENTS. CARNEGIE MELLON'S FINANCIAL STATEMENTS ARE CONSOLIDATED. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CM SPE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 FORBES AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15213ZIPCd
FieldValueIRS element (for citing)
EIN250969449EIN
Primary ActivitiesLEASEHOLDERPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Total Income$354,084TotalIncomeAmt
End Of Year Assets$453,889EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CARNEGIE MELLON UNIVERSITYBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
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 FORBES AVENUEPITTSBURGHPA15213204393107GRANT FUNDPA501(C)(3)509(A)(3)CARNEGIE MELLON UNIVERSITY0
MPC CORPORATION
5000 FORBES AVENUEPITTSBURGHPA15213251128244RESEARCH AND DEVELOPMENTPA501(C)(3)509(A)(3)0N/A
THE DIETRICH FOUNDATION
600 GRANT STREET SUITE 5360PITTSBURGHPA15219364711746PHILANTHROPYPA501(C)(3)509(A)(3)0N/A
ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE
4501 LYTLE STREET MILL 19A STE 200PITTSBURGHPA152071892812812384RESEARCH AND DEVELOPMENTPA501(C)(3)509(A)(3)CARNEGIE MELLON UNIVERSITYYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctDirect Controlling NADirectControllingNACd
CARNEGIE INNOVATIONS LLC
600 RIVER AVENUE SUITE 100PITTSBURGHPA15212455177927EDUCATIONPACARNEGIE MELLON UNIVERSITYRELATED-$447,653-$9,138,3150Yes (1)0.90000
ICARNEGIE GLOBAL LEARNING LLC
210 SIXTH AVENUE SUITE 3570PITTSBURGHPA15222383887172EDUCATIONPAN/A
CL ACQUISITION LLC
5000 FORBES AVENUEPITTSBURGHPA15213NO ACTIVITYPAN/A
SYSTEMIQ LLC
5000 FORBES AVENUEPITTSBURGHPA15213352506818NO ACTIVITYPAN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdShare Of Total IncomeShareOfTotalIncomeAmt
ICARNEGIE INC
4615 FORBES AVENUEPITTSBURGHPA15213010625769EDUCATIONPACARNEGIE MELLON UNIVERSITYC$5,8351.00000Yes (1)
ICARNEGIE INTERNATIONAL LTD
EDUCATIONCARNEGIE MELLON UNIVERSITYC1.000000C/O APPLEBY CANONS COURT 22 VICTPO BOX HMHAMILTON HMEXBDBD
IRREVOCABLE ESTATE (1)
TRUSTFLT$411,8381.000000
PERPETUAL TRUST (5)
TRUSTPAT$4,061,7291.000000
REVOCABLE TRUST (1)
TRUSTPAT$22,339,8911.000000$450,158
CHARITABLE REMAINDER TRUST (2)
TRUSTPAT1.000000$192,192
CHARITABLE LEAD TRUST (1)
TRUSTPAT$88,5301.000000
POOLED INCOME AND LIFE INCOME FUND (2)
TRUSTPAT1.000000$462,998
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BENJAMIN GARVER LAMME SCHOLARSHIP FUND
C$64,127CASH
JACK G BUNCHER CHARITABLE BUNCHER FUND
C$1,007,365CASH
MPC CORPORATION
C$3,356,055CASH
THE DIETRICH FOUNDATION
C$14,302,587CASH
ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE
Q$219,611CASH
ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE
A$114,529CASH
ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE
C$228,774CASH

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JACK G BUNCHER CHARITABLE FUND FOR CMUBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 FORBES AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15213ZIPCd
FieldValueIRS element (for citing)
EIN204393107EIN
Total Grassroots Lobby$0TotalGrassrootsLobbyAmt
Total Direct Lobby$0TotalDirectLobbyAmt
Total Lobby Expenditure$0TotalLobbyExpenditureAmt
Other Exempt Purpose Expend$1,007,365OtherExemptPurposeExpendAmt
Total Exempt Purpose Expend$1,007,365TotalExemptPurposeExpendAmt
Lobby Nontx$175,737LobbyNontxAmt
Grassroots Nontx$43,934GrassrootsNontxAmt
Total Lobby Grssroot Mns Nontx$0TotalLobbyGrssrootMnsNontxAmt
Tot Lbby Expend Mns Lobby Nontx$0TotLbbyExpendMnsLobbyNontxAmt
Share Excess Lobby Expend$0ShareExcessLobbyExpendAmt