CARNEGIE INSTITUTE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CARNEGIE INSTITUTE (EIN 25-0965280)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-02
- IRS object ID
- 201843069349300709
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-02T08:10:05-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250965280 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARN | BusinessNameControlTxt |
| Phone | 4126223301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 FORBES AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152134080 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN HILES | PersonNm |
| Person Title | EXEC VP, COO, INTERIM PRESIDENT | PersonTitleTxt |
| Phone | 4126223351 | PhoneNum |
| Signature | 2018-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M KIRSCH | PreparerPersonNm |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.23.250.91 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-31 | IPDt |
| IP Tm | 15:09:55 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3A1F2F44A86263BA71F2BD6020DBDC90DFBB3F7E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3F84C076404E27FDC1C0905DC0BE890B7076CF49 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE MUSEUMS OF PITTSBURGH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN HILES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 FORBES AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152134080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $103,954,203 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CARNEGIEMUSEUMS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | FOUNDED BY ANDREW CARNEGIE IN 1895, CARNEGIE MUSEUMS OF PITTSBURGH IS A COLLECTION OF FOUR DISTINCTIVE MUSEUMS DEDICATED TO EXPLORATION THROUGH ART AND SCIENCE: CARNEGIE MUSEUM OF ART, CARNEGIE MUSEUM OF NATURAL HISTORY, CARNEGIE SCIENCE CENTER AND THE ANDY WARHOL MUSEUM.IN 2017, THE MUSEUMS REACHED OVER 1.5 MILLION PEOPLE THROUGH EXHIBITIONS, EDUCATION PROGRAMS, OUTREACH ACTIVITIES AND SPECIAL EVENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 1262 | TotalEmployeeCnt |
| Total Volunteers | 581 | TotalVolunteersCnt |
| Total Gross UBI | $863,123 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$256,603 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,093,806 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,288,655 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,703,912 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,608,626 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,391,482 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,871,301 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,340,555 | PYOtherRevenueAmt |
| CY Other Revenue | $3,280,443 | CYOtherRevenueAmt |
| PY Total Revenue | $72,529,755 | PYTotalRevenueAmt |
| CY Total Revenue | $74,049,025 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,772,167 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,420,783 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $279,420 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $281,360 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,873,392 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $30,157,805 | PYOtherExpensesAmt |
| CY Other Expenses | $29,183,678 | CYOtherExpensesAmt |
| PY Total Expenses | $58,209,392 | PYTotalExpensesAmt |
| CY Total Expenses | $60,885,821 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,320,363 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,163,204 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $415,249,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $471,076,319 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,486,543 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,829,630 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $389,762,577 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $442,246,689 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SERVE AS A CATALYST FOR GROWTH AND KNOWLEDGE; OFFER A HOME TO THINKING AND INQUISITIVE CHILDREN AND ADULTS; TO ACT AS A COLLECTOR, GUARDIAN AND INTERACTIVE PRESENTER OF CULTURAL AND SCIENTIFIC TREASURES AND IDEAS; AND SUPPORT THE COMMUNITY BY ATTRACTING VISITORS & PROMOTING ECONOMIC DEVELOPMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,798,229 | ExpenseAmt |
| Revenue | $11,778,571 | RevenueAmt |
| Desc | CARNEGIE MUSEUM OF SCIENCE DELIGHTS, EDUCATES, AND INSPIRES THROUGH INTERACTIVE EXPERIENCES IN SCIENCE AND TECHNOLOGY. PERMANENT EXHIBITS INCLUDE THE PLANETARIUM, SUBMARINE, ROBOWORLD, BODYWORKS, H2OH!, AND EXPLORATION STATION. THE NEWEST EXHBIT, THE ROPES CHALLENGE, OPENED IN JUNE 2017, AND IS LOCATED IN THE MIDDLE OF HIGHMARK SPORTSWORKS. LATE IN 2017, THE RANGOS GIANT CINEMA OPENED, WHICH DEMONSTRATES TECHNOLOGICAL AND SCIENTIFIC ADVANCES IN AUDIO AND VISUAL EXPERIENCES THAT ARE UNPARALLED IN OUR REGION. THE CENTER FOR STEM (SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH) CONTINUES TO BRING INNOVATIVE PROGRAMMING TO ENGAGE DIVERSE AUDIENCES AND STIMULATE YOUNG PEOPLE TO CONSIDER CAREERS IN STEM AND TO UNDERSTAND HOW SCIENCE APPLIES TO EVERYDAY LIFE. EDUCATION PROGRAMS PROVIDE A WIDE RANGE OF OFFERINGS, BOTH ONSITE AND OFFSITE. ATTENDANCE FOR 2017 REACHED 706,862. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,274,110 | ExpenseAmt |
| Revenue | $3,527,775 | RevenueAmt |
| Desc | CARNEGIE MUSEUM OF ART ENGAGED AUDIENCES THROUGH ITS NATIONALLY RECONGNIZED COLLECTIONS, EXHIBITIONS, AND PROGRAMS. IN 2017 CMOA OFFERED ITS FIRST-EVER EXHIBITION IN CONTEMPORARY FASHION, "IRIS VAN HERPEN:TRANSFORMING FASHION." ANOTHER 2017 EXHIBITION, "20/20 THE STUDIO MUSEUM IN HARLEM AND CARNEGIE MUSEUM OF ART," BROUGHT A DYNAMIC EXCHANGE OF IDEAS ABOUT ART AND SOCIETY. THE TEENIE HARRIS ARCHIVE OF NEARLY 80,000 IMAGES COMPRISES ONE OF THE MOST DETAILED AND INTIMATE RECORDS OF THE BLACK URBAN EXPERIENCE KNOWN TODAY. THE ART MUSEUM CONTINUES TO BE A STRATEGIC PARTNER IN REGIONAL EDUCATION INITIATIVES TO REACH AND ENGAGE AUDIENCES WITH SPECIALLY DESIGNED PROGRAMS AND ACTIVITIES, COMMUNITY PARTNERSHIPS, AND FREE OR DISCOUNTED ADMISSIONS AND PROGRAM FEES. THIRD THURSDAYS, A MONTHLY LATE-NIGHT OFFERING, WELCOMES PARTNERS THROUGHOUT THE CITY TO CREATE EXCITING, ONE-OF-A KIND PROGRAMS. ATTENDANCE FOR 2017 REACHED 261,184. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,559,960 | ExpenseAmt |
| Revenue | $4,043,277 | RevenueAmt |
| Desc | CARNEGIE MUSEUM OF NATURAL HISTORY CONTINUES TO BE RANKED AMONG THE TOP NATURAL HISTORY MUSEUMS IN THE COUNTRY. IT MAINTAINS, PRESERVES, AND INTERPRETS AN EXTRAORDINARY COLLECTION OF MORE THAN 22 MILLION OBJECTS AND SCIENTIFIC SPECIMENS USED TO BROADEN UNDERSTANDING OF EVOLUTION, CONSERVATION, AND BIODIVERSITY. CMNH GENERATES NEW SCIENTIFIC KNOWLEDGE, ADVANCES SCIENCE LITERACY, AND INSPIRES VISITORS OF ALL AGES TO BECOME PASSIONATE ABOUT SCIENCE, NATURE AND WORLD CULTURES. IN 2017 THE MUSEUM HOSTED POPULAR TRAVELING EXHIBITS "AMAZING BUTTERFLIES AND "THE POWER OF POISON." THE FIRST EXHIBIT OF ITS KIND IN NORTH AMERICA, "WE ARE NATURE: WELCOME TO THE ANTHROPOCENE," OPENED IN FALL 2017, AND EXPLORES THE INTERCONNECTED RELATIONSHIP BETWEEN HUMANS AND NATURE. ALSO IN THE FALL OF 2017, THE HISTORY MUSEUM PARTNERED WITH THE ART MUSEUM AND THE PRODUCTION COMPANY, BRICOLAGE, TO PRESENT THE IMMERSIVE EXPERIENCE "DODO," WHICH ALLOWED PATRONS TO MOVE THROUGH GALLERIES AND COLLECTION AREAS, AS WELL AS BEHIND-THE-SCENES SPACES NEVER BEFORE OPENED TO THE PUBLIC. ATTENDANCE REACHED 321,634 IN 2017. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $6,826,713 | $5,597,553 | IN 2017 THE ANDY WARHOL MUSEUM INTRODUCED THE WORK OF DOMINICAN-BORN ARTIST FIRELEI BAEZ TO PITTSBURGH;"BLOODLINES" EXPLORES RACE, POWER, AND HISTORICAL PATTERNS OF RESISTANCE. IN THE SUMMER OF 17, WARHOL FANS AND MOVIE BUFFS ALIKE ENJOYED THE EXHIBITION, ANDY WARHOL: STARS OF THE SILVER SCREEN," WHICH FOCUSED ON WARHOL'S HUMANITY, HIS CONTRADICTIONS, AND HIS OBSESSION WITH FAME AND CELEBRITY. ATTENDANCE FOR 2017 WAS 176,817. |
| $503,479 | $72,782 | OTHER PROGRAMS OFFERED VIA THE ARTS EDUCATION COLLABORATIVE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,330,192 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $5,670,335 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $49,962,491 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 344 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1262 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK CARDIELLO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4126223301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 FORBES AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARK A ALOE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN A BARBOUR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND T BETLER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HELEN M BILLAK | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE W BROADHURST | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD J BRUSCHI | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER B CARSON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN L CARTER | ||||||||
| TRUSTEE EX OFFICIO ENTERED 12/17 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUIS R CESTELLO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NOLAND J CHEUNG | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDALL S DEARTH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN DEFAZIO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN DURONIO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELE FABRIZI | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE B FOSTER | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| EVAN S FRAZIER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH C GUYAUX | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R JOHNSON | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLEN P KESSLER | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MAXWELL E KING | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE A KRAUS | ||||||||
| TRUSTEE EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER M LIPTAK | ||||||||
| TRUSTEE EX OFFICIO | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RODNEY P MCCLENDON | ||||||||
| TRUSTEE ENTERED 6/17 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN G MCGUINN | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ALICE B MITINGER | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNEDY B NELSON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT J NEUPAVER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID L PORGES | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIET LEA H SIMONDS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JANERA SOLOMON | ||||||||
| TRUSTEE EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEXANDER C SPEYER III | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| WALTER W TURNER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS L VANKIRK | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GEOVETTE E WASHINGTON | ||||||||
| TRUSTEE ENTERED 6/17 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNDA S WRENNTRUSTEE | ||||||||
| EX OFFICIO ENTERED 1/17 EXITED 12/17 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROY G DORRANCE | ||||||||
| TRUSTEE;TERM EXP.3/17 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HENRY J GALLIOT | ||||||||
| TRUSTEE;ELECTED EMERITUS 6/17 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY R WHITAKER | ||||||||
| TRUSTEE; TERM EXP.4/17 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A WILKINSON | ||||||||
| TRUSTEE; DECEASED 4/17 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SYLVIA C WILSON | ||||||||
| TRUSTEE; TERM EXP.1/17 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM E HUNT | ||||||||
| TRUSTEE; CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JO ELLEN PARKER | ||||||||
| PRESIDENT & CEO | 45.00 | Yes (X) | $376,074 | $0 | $31,444 | Yes (X) | ||
| KEVIN HILES | ||||||||
| COO EFF 1/26/17 | 45.00 | $228,262 | $0 | $28,956 | Yes (X) | |||
| FRANK A CARDIELLO | ||||||||
| TREASURER;VP FINANCE EFF 1/26/17 | 45.00 | $180,570 | $0 | $27,131 | Yes (X) | |||
| MARIA BERNIER | ||||||||
| SECRETARY; GENERAL COUNSEL | 45.00 | $133,686 | $0 | $13,012 | Yes (X) | |||
| ERIC DORFMAN | ||||||||
| DIRECTOR CMNH | 45.00 | $231,358 | $0 | $27,536 | Yes (X) | |||
| LYNN ZELEVANSKY | ||||||||
| DIRECTOR CMOA;EXIT 10/17 | 45.00 | $315,622 | $0 | $35,326 | Yes (X) | |||
| PATRICK MOORE | ||||||||
| DIRECTOR AWM | 45.00 | $142,603 | $0 | $21,239 | Yes (X) | |||
| RONALD J BALLIE | ||||||||
| CO. DIRECTOR SCIENCE CENTER | 45.00 | $181,060 | $0 | $16,317 | Yes (X) | |||
| ANN M METZGER | ||||||||
| CO. DIRECTOR SCIENCE CENTER | 45.00 | $178,896 | $0 | $24,519 | Yes (X) | |||
| DOLORES ELLENBERG | ||||||||
| VP DEVELOPMENT | 45.00 | $223,548 | $0 | $28,949 | Yes (X) | |||
| MAUREEN ROLLA | ||||||||
| DIRECTOR STRATEGIC INITIATIVES | 45.00 | $134,101 | $0 | $12,020 | Yes (X) | |||
| EDWARD MOTZNIK | ||||||||
| VP TECHNOLOGY | 45.00 | $133,965 | $0 | $11,464 | Yes (X) | |||
| ANTHONY YOUNG | ||||||||
| VP FPO | 45.00 | $132,788 | $0 | $14,312 | Yes (X) | |||
| STEPHEN TONSOR | ||||||||
| DIRECTOR SCIENCE & RESEARCH | 45.00 | $132,717 | $0 | $7,046 | Yes (X) | |||
| PATRICIA WHITEHILL | ||||||||
| DIRECTOR AUXILIARY SEVICES | 45.00 | $126,009 | $0 | $23,539 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,851,259 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $322,810 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TURNER CONSTRUCTION CO | |||||
| TWO PNC PLAZA 620 LIBERTY AVE | PITTSBURGH | PA | 15222 | CONSTRUCTION | $9,498,229 |
| AM-GARD INC | |||||
| POBOX 6094 | HERMITAGE | PA | 16148 | SECURITY SERVICES | $901,665 |
| CULINAIRE INTERNATIONAL INC | |||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | CATERING/FOOD SERVICE | $546,167 |
| OTIS ELEVATOR COMPANY | |||||
| POBOX 905454 | CHARLOTTE | NC | 28290 | ELEVATOR MAINTENANCE | $470,134 |
| INDOVINA ASSOCIATES ARCHITECTS | |||||
| BRASS BUILDING 3185 PENN AVE | PITTSBURGH | PA | 15201 | ARCHITECTS | $338,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $554,921 | FundraisingAmt |
| Related Organizations | $230,662 | RelatedOrganizationsAmt |
| Government Grants | $5,174,866 | GovernmentGrantsAmt |
| All Other Contributions | $19,328,206 | AllOtherContributionsAmt |
| Noncash Contributions | $2,030,540 | NoncashContributionsAmt |
| Total Contributions | $25,288,655 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ADMISSIONS | 713990 | $7,102,137 | $7,102,137 | |
| SPONSORSHIP FEES | 713990 | $4,013,376 | $3,998,604 | $14,772 |
| MEMBERSHIP FEES | 713990 | $3,786,454 | $3,786,454 | |
| TUITIONS | 713990 | $2,571,151 | $2,571,151 | |
| EXHIBIT LEASE FEES | 713990 | $1,143,104 | $1,143,104 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,992,404 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,932,295 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $60,109 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,608,626 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,278,626 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $208,476 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,070,150 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,281 | TotalRevenueColumnAmt |
| Exclusion | $11,281 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,020,626 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,459,538 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,561,088 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,561,088 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,981,322 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $579,766 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,346,485 | SecuritiesAmt |
| Other | $6,000,782 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,754,592 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,591,893 | SecuritiesAmt |
| Other | $6,000,782 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,592,675 | TotalRevenueColumnAmt |
| Exclusion | $17,592,675 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $385,028 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $554,921 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $527,198 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$142,170 | TotalRevenueColumnAmt |
| Exclusion | -$142,170 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,014,094 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,163,850 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $850,244 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $850,244 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,049,025 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,365,311 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $863,123 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,531,936 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,446,110 | TotalAmt |
| Program Services | $1,174,476 | ProgramServicesAmt |
| Management And General | $1,019,137 | ManagementAndGeneralAmt |
| Fundraising | $252,497 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,052 | TotalAmt |
| Program Services | $107,856 | ProgramServicesAmt |
| Management And General | $109,196 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,644,086 | TotalAmt |
| Program Services | $19,044,974 | ProgramServicesAmt |
| Management And General | $2,030,593 | ManagementAndGeneralAmt |
| Fundraising | $2,568,519 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,136 | TotalAmt |
| Program Services | $365,915 | ProgramServicesAmt |
| Management And General | $47,878 | ManagementAndGeneralAmt |
| Fundraising | $49,343 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,778,400 | TotalAmt |
| Program Services | $2,362,682 | ProgramServicesAmt |
| Management And General | $150,530 | ManagementAndGeneralAmt |
| Fundraising | $265,188 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,871,999 | TotalAmt |
| Program Services | $1,460,960 | ProgramServicesAmt |
| Management And General | $209,308 | ManagementAndGeneralAmt |
| Fundraising | $201,731 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,067 | TotalAmt |
| Program Services | $77,624 | ProgramServicesAmt |
| Management And General | $53,267 | ManagementAndGeneralAmt |
| Fundraising | $3,176 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,538 | TotalAmt |
| Management And General | $92,538 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,565 | TotalAmt |
| Management And General | $62,565 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,360 | TotalAmt |
| Fundraising | $281,360 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,789 | TotalAmt |
| Management And General | $303,789 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,919,631 | TotalAmt |
| Program Services | $1,984,572 | ProgramServicesAmt |
| Management And General | $517,020 | ManagementAndGeneralAmt |
| Fundraising | $418,039 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,426,357 | TotalAmt |
| Program Services | $1,300,126 | ProgramServicesAmt |
| Management And General | $97,000 | ManagementAndGeneralAmt |
| Fundraising | $29,231 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,564,705 | TotalAmt |
| Program Services | $1,173,440 | ProgramServicesAmt |
| Management And General | $143,233 | ManagementAndGeneralAmt |
| Fundraising | $248,032 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $925,867 | TotalAmt |
| Program Services | $838,499 | ProgramServicesAmt |
| Management And General | $38,673 | ManagementAndGeneralAmt |
| Fundraising | $48,695 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,637,845 | TotalAmt |
| Program Services | $3,400,979 | ProgramServicesAmt |
| Management And General | $157,911 | ManagementAndGeneralAmt |
| Fundraising | $78,955 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,278 | TotalAmt |
| Program Services | $598,724 | ProgramServicesAmt |
| Management And General | $57,978 | ManagementAndGeneralAmt |
| Fundraising | $64,576 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,828 | TotalAmt |
| Program Services | $113,898 | ProgramServicesAmt |
| Management And General | $22,434 | ManagementAndGeneralAmt |
| Fundraising | $9,496 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,721 | TotalAmt |
| Management And General | $444,721 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,378,939 | TotalAmt |
| Program Services | $5,158,872 | ProgramServicesAmt |
| Management And General | $154,685 | ManagementAndGeneralAmt |
| Fundraising | $65,382 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654,440 | TotalAmt |
| Program Services | $642,038 | ProgramServicesAmt |
| Management And General | $8,268 | ManagementAndGeneralAmt |
| Fundraising | $4,134 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION & EXHIBITION | $2,536,753 | $2,536,753 | ||
| COLLECTIONS/PURCHASES | $1,882,375 | $1,882,375 | ||
| FACILITIES OTHER | $1,623,886 | $1,515,838 | $102,258 | $5,790 |
| REPAIRS & MAINTENANCE | $760,547 | $747,893 | $4,985 | $7,669 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,967,547 | TotalAmt |
| Program Services | $3,473,997 | ProgramServicesAmt |
| Management And General | $221,971 | ManagementAndGeneralAmt |
| Fundraising | $271,579 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,885,821 | TotalAmt |
| Program Services | $49,962,491 | ProgramServicesAmt |
| Management And General | $6,049,938 | ManagementAndGeneralAmt |
| Fundraising | $4,873,392 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,495 | BOYAmt |
| EOY | $38,262 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,489,763 | BOYAmt |
| EOY | $17,076,777 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,921,372 | BOYAmt |
| EOY | $13,992,039 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,844,428 | BOYAmt |
| EOY | $3,447,721 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $926,079 | BOYAmt |
| EOY | $961,642 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $614,173 | BOYAmt |
| EOY | $904,791 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $181,714,485 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,348,453 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,895,548 | BOYAmt |
| EOY | $84,366,032 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,717,754 | BOYAmt |
| EOY | $256,905,058 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,657,453 | BOYAmt |
| EOY | $93,249,137 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,055 | BOYAmt |
| EOY | $134,860 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,249,120 | BOYAmt |
| EOY | $471,076,319 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,887,392 | BOYAmt |
| EOY | $11,518,773 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,151 | BOYAmt |
| EOY | $160,857 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,360,000 | BOYAmt |
| EOY | $17,150,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,486,543 | BOYAmt |
| EOY | $28,829,630 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,810,362 | BOYAmt |
| EOY | $105,615,305 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,883,987 | BOYAmt |
| EOY | $37,666,486 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,068,228 | BOYAmt |
| EOY | $298,964,898 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,762,577 | BOYAmt |
| EOY | $442,246,689 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,249,120 | BOYAmt |
| EOY | $471,076,319 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,163,204 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $38,646,178 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $674,730 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,783,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,812,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,232,183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,054,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,281,894 | CurrentTaxYearAmt |
| Total | $122,164,009 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,783,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,812,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,232,183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,054,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,281,894 | CurrentTaxYearAmt |
| Total | $122,164,009 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,638,668 | SubstantialContributorsTotAmt |
| Public Support Total170 | $112,525,341 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,289,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,222,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,875,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,025,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,359,107 | CurrentTaxYearAmt |
| Total | $28,771,506 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $169,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $311,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $611,148 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $379,294 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $1,472,191 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $152,407,706 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $133,672,041 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II SECTION A | FormAndLineReferenceDesc |
| Explanation | BEQUESTS (CONSIDERED UNUSUAL GIFTS) OF $6,761 ARE NOT INCLUDED IN COLUMN (E) 2017 GIFTS, GRANTS, CONTRIBUTIONS, AND MEMBERSHIP FEES RECEIVED. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $64,696 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $64,696 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $60,821,125 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $60,885,821 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $71,977 | CurrentYearMinus3Amt |
| Current Year Minus2 | $51,001 | CurrentYearMinus2Amt |
| Current Year Minus1 | $66,406 | CurrentYearMinus1Amt |
| Current Year | $64,696 | CurrentYearAmt |
| Total | $254,080 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $305,877,323 | BeginningYearBalanceAmt |
| Contributions | $7,638,000 | ContributionsAmt |
| Investment Earnings Or Losses | $56,758,674 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,042,000 | OtherExpendituresAmt |
| Administrative Expenses | $520,674 | AdministrativeExpensesAmt |
| End Year Balance | $352,711,323 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $297,655,323 | BeginningYearBalanceAmt |
| Contributions | $722,000 | ContributionsAmt |
| Investment Earnings Or Losses | $24,853,652 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,909,000 | OtherExpendituresAmt |
| Administrative Expenses | $444,652 | AdministrativeExpensesAmt |
| End Year Balance | $305,877,323 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $318,023,323 | BeginningYearBalanceAmt |
| Contributions | $1,289,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,240,495 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,006,000 | OtherExpendituresAmt |
| Administrative Expenses | $410,505 | AdministrativeExpensesAmt |
| End Year Balance | $297,655,323 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $320,635,894 | BeginningYearBalanceAmt |
| Contributions | $1,218,000 | ContributionsAmt |
| Investment Earnings Or Losses | $12,066,328 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,478,000 | OtherExpendituresAmt |
| Administrative Expenses | $418,899 | AdministrativeExpensesAmt |
| End Year Balance | $318,023,323 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $289,773,295 | BeginningYearBalanceAmt |
| Contributions | $788,000 | ContributionsAmt |
| Investment Earnings Or Losses | $45,263,841 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,774,000 | OtherExpendituresAmt |
| Administrative Expenses | $415,242 | AdministrativeExpensesAmt |
| End Year Balance | $320,635,894 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15300 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01900 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,505,736 | OtherCostOrOtherBasisAmt |
| Book Value | $6,505,736 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $148,948,335 | OtherCostOrOtherBasisAmt |
| Depreciation | $76,785,469 | DepreciationAmt |
| Book Value | $72,162,866 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,260,414 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,562,984 | DepreciationAmt |
| Book Value | $5,697,430 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $84,366,032 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| Book Value | $93,249,137 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $93,249,137 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $117,187,542 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $39,320,908 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $4,150,587 | OtherRevenueAmt |
| Revenue Not Reported | $43,471,495 | RevenueNotReportedAmt |
| Revenue Subtotal | $73,716,047 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $288,089 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $44,889 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $332,978 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $74,049,025 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $64,703,430 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,150,587 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,150,587 | ExpensesNotReportedAmt |
| Expenses Subtotal | $60,552,843 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $288,089 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $44,889 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $332,978 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $60,885,821 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE INSTITUTE'S COLLECTIONS INCLUDE MINERALS, ETHNOGRAPHIC ITEM, PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES DRAWINGS AND WATERCOLORS, DECORATIVE ARTS AND OTHER ARCHEOLOGICAL AND PALEONTOLOGICAL TREASURES. THESE ITEMS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE INSTITUTE'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS OPERATING EXPENDITURES IN THE YEAR IN WHICH THEY ARE ACQUIRED (APPROXIMATELY $1,882,000 IN 2017). CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN TEMPORARILY RESTRICTED NET ASSETS IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. PROCEEDS FROM DEACCESSIONS ARE USED FOR THE ACQUISITION OF COLLECTIONS. |
| PART III, LINE 4: | SEE DESCRIPTION ABOVE FOR PT. II LINE 1A. THE COLLECTIONS ARE CENTRAL TO OUR MISSION AS COLLECTOR, GUARDIAN AND INTERACTIVE PRESENTER OF CULTURAL AND SCIENTIFIC TREASURES AND IDEA PROMOTING GROWTH AND KNOWLEDGE FOR THINKING AND INQUISITIVE ADULTS AND CHILDREN. |
| PART V, LINE 4: | THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO MEET THE INTENT OF DONOR RESTRICTIONS, PROVIDE A REASONABLE LEVEL OF DRAW FOR THE OPERATING NEEDS OF CARNEGIE INSTITUTE, AND TO ENHANCE THE PURCHASING POWER OF THE FUNDS CORPUS BY STRIVING FOR LONG-TERM GROWTH. |
| PART X, LINE 2: | THE INSTITUTE IS AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 (IRC) AND IS THEREFORE EXEMPT FROM TAXATION UNDER SECTION 501(A) OF THE IRC. THE INSTITUTE RECOGNIZES AND REPORTS INCOME TAX LIABILITIES ARISING FROM UNRELATED BUSINESS ACTIVITIES ON FEDERAL FORM 990-T. THE INSTITUTE'S STATEMENTS OF FINANCIAL POSITION AT DECEMBER 31, 2017 AND 2016 DO NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS; FURTHER, THE INSTITUTE HAS NO UNRECOGNIZED TAX BENEFITS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016. THE INSTITUTE ACCRUED TAX LIABILITIES OF $79 AND $176 RELATED TO ACTIVITY REPORTED ON IRS FORM 990-T FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016, RESPECTIVELY. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES IN ANY MAJOR TAX JURISDICTION FOR YEARS ENDED BEFORE DECEMBER 31, 2014. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES 2,163,850. COST OF RENTALS 1,459,539. COST OF FUNDRAISING 527,198. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING REVENUE 44,889. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES 2,163,850. COST OF RENTALS 1,459,539. COST OF FUNDRAISING 527,198. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING REVENUE 44,889. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (16 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA | 0 | 0 | INVESTMENTS | $24,547,570 | |
| CENTRAL AMERICA | 0 | 0 | PROGRAM SERVICES | $86,250 | EXHIBITS AND TRAVEL |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | $31,898 | EXHIBITS AND TRAVEL |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES REVENUE | EXHIBIT LEASING AND LICENSE FEES | |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES REVENUE | MEMBERSHIPS | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $1,269,476 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | $462,889 | EXHIBIT & RESEARCH TRAVEL |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | GIFTS RECEIVED | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES REVENUE | MEMBERSHIPS & LICENSE FEES | |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | PROGRAM SERVICES | $2,483 | EXHIBIT & RESEARCH TRAVEL |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | INVESTMENTS | $402,988 | |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | $29,685 | EXHIBIT & RESEARCH TRAVEL |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | GIFTS RECEIVED | ||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES REVENUE | MEMBERSHIPS & LICENSE FEES | |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | $38,886 | EXHIBIT AND RESEARCH TRAVEL |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | $35 | EXHIBIT AND RESEARCH TRAVEL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $26,398,083 | SubtotalSpentAmt |
| Continuation Spent | $474,077 | ContinuationSpentAmt |
| Total Spent | $26,872,160 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| ARTS MARKETING SERVICES INC | ||||||||
| PO BOX 8000 | BUFFALO | NY | 11201 | TELEMARKETING | 0 | $554,808 | $222,160 | $332,648 |
| COMMUNITY COUNSELING SERVICE | ||||||||
| 527 MADISON AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | CONSULTING | 0 | $0 | $56,000 | -$56,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $554,808 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $278,160 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $276,648 | TotalNetToOrganizationAmt |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ODEON FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $275,115 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $120,217 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $154,898 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $32,311 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $13,313 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $9,668 | OtherDirectExpensesEvent1Amt |
| Event2 | SCIENCE AWARDS | Event2Nm |
| Gross Receipts Event2 | $250,442 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $200,139 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $50,303 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,015 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $57,565 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $600 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $74,205 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $414,392 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $234,565 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $179,827 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $20,134 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $140,393 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,076 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $172,918 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $939,949 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $554,921 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $385,028 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $23,149 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $230,269 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $16,989 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $256,791 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $527,198 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$142,170 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JO ELLEN PARKER | ||||||||||||||
| PRESIDENT & CEO | $369,614 | $0 | $2,500 | $0 | $3,960 | $0 | $10,192 | $0 | $21,252 | $0 | $407,518 | $0 | $0 | $0 |
| KEVIN HILES | ||||||||||||||
| COO EFF 1/26/17 | $226,719 | $0 | $0 | $0 | $1,543 | $0 | $9,272 | $0 | $19,684 | $0 | $257,218 | $0 | $0 | $0 |
| FRANK A CARDIELLO | ||||||||||||||
| TREASURER;VP FINANCE EFF 1/26/17 | $179,378 | $0 | $0 | $0 | $1,192 | $0 | $7,437 | $0 | $19,694 | $0 | $207,702 | $0 | $0 | $0 |
| ERIC DORFMAN | ||||||||||||||
| DIRECTOR CMNH | $228,536 | $0 | $2,000 | $0 | $822 | $0 | $9,361 | $0 | $18,175 | $0 | $258,894 | $0 | $0 | $0 |
| LYNN ZELEVANSKY | ||||||||||||||
| DIRECTOR CMOA;EXIT 10/17 | $232,206 | $0 | $11,141 | $0 | $72,275 | $0 | $6,944 | $0 | $28,382 | $0 | $350,948 | $0 | $0 | $0 |
| PATRICK MOORE | ||||||||||||||
| DIRECTOR AWM | $141,726 | $0 | $0 | $0 | $877 | $0 | $5,848 | $0 | $15,391 | $0 | $163,842 | $0 | $0 | $0 |
| RONALD J BALLIE | ||||||||||||||
| CO. DIRECTOR SCIENCE CENTER | $175,814 | $0 | $2,000 | $0 | $3,246 | $0 | $7,061 | $0 | $9,256 | $0 | $197,377 | $0 | $0 | $0 |
| ANN M METZGER | ||||||||||||||
| CO. DIRECTOR SCIENCE CENTER | $173,650 | $0 | $2,000 | $0 | $3,246 | $0 | $7,067 | $0 | $17,452 | $0 | $203,415 | $0 | $0 | $0 |
| DOLORES ELLENBERG | ||||||||||||||
| VP DEVELOPMENT | $217,296 | $0 | $2,000 | $0 | $4,252 | $0 | $8,854 | $0 | $20,095 | $0 | $252,497 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | OFFICER BONUSES ARE PAID PERIODICALLY ON EITHER A GROSSED UP OR NET BASIS CONSISTENT WITH INSTITUTE POLICIES. CARNEGIE INSTITUTE PROVIDES REIMBURSEMENT FOR TWO EMPLOYEES (PRESIDENT AND VP OF DEVELOPMENT) FOR SOCIAL CLUB MEMBERSHIP FEES AND RELATED EXPENSES. DUES TO THESE CLUBS AND RELATED EXPENSES DIRECTLY RELATED TO CARNEGIE INSTITUTE'S EXEMPT PURPOSES ARE PAID IN ACCORDANCE WITH THE INSTITUTE'S ACCOUNTABLE PLAN. THE CLUB MEMBERSHIPS ARE CONSIDERED A REQUIRED RESOURCE TO PROVIDE AN OFF-SITE BUSINESS AND SOCIAL ENVIRONMENT TO MEET WITH TRUSTEES, DONORS, AND FOUNDATIONS. |
| PART I, LINE 3 | EXECUTIVE COMPENSATION PROCESS: CARNEGIE INSTITUTE ADOPTED AN EXECUTIVE COMPENSATION POLICY AIMED AT PROVIDING A REASONABLE AND COMPETITIVE EXECUTIVE TOTAL COMPENSATION CONSISTENT WITH MARKET-BASED PERFORMANCE COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILL NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. THE INSTITUTE FOCUSES ON COMPARABLE NONPROFIT ORGANIZATIONS IN THE LOCAL AREA TO BENCHMARK PAY, ALONG WITH DATA FROM ADDITIONAL MARKET SEGMENTS, PRIVATE FOUNDATIONS AND PUBLISHED NOT-FOR-PROFIT SURVEYS. THE BOARD AUTHORIZES THE PRESIDENT, IN CONSULTATION WITH THE INDEPENDENT EXECUTIVE COMMITTEE TO ESTABLISH AN ORGANIZATIONAL JOB EVALUATION SYSTEM AND COMPENSATION POLICY. THE PRESIDENT ANNUALLY REVIEWS AND APPROVES MUSEUM/CORPORATE GOALS AND OBJECTIVES RELEVANT TO EXECUTIVES, EVALUATES THEIR PERFORMANCE, AND RECOMMENDS TO THE EC COMPENSATION LEVELS BASED ON THE EVALUATIONS. THE INDEPENDENT EXECUTIVE COMMITTEE (EC) ANNUALLY REVIEWS AND APPROVES CORPORATE GOALS AND OBJECTIVES RELEVANT TO PRESIDENT COMPENSATION BASED ON COMPARABLES, THE EVALUATION AND SUBJECT TO ANY EMPLOYMENT CONTRACT THAT IS IN EFFECT. THE PROCESS/CONCLUSIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN EC MEETING MINUTES. |
| PART I, LINE 4A | LYNN ZELEVANSKY RECEIVED $66,657 SEVERANCE PAYMENT AND $9,745 SEVERANCE BENEFITS. |
| PART I, LINE 7 | PERFORMANCE BONUSES WERE PAID THAT ARE CONSISTENT WITH THE COMPENSATION POLICIES. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 402 | ContributionCnt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
Art Fractional Interest ArtFractionalInterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 95 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,178,040 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
Scientific Specimens ScientificSpecimensGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 173 | ContributionCnt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 2 | $852,500 | FMV |
| Yes (X) | FURNITURE | 5 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 9 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | EXCEPT FOR LINES 9 AND 25, PART I COLUMN(B) REFLECTS THE NUMBER OF ITEMS RECEIVED FROM 71 DONATIONS, 13 OF WHICH WERE REQUESTED TO BE ACKNOWLEDGED ON FORM 8283. PART I COLUMN(B) LINE 9 REFLECTS THE NUMBER OF INDIVIDUAL CONTRIBUTIONS OF STOCK, AND PART I COLUMN(B) LINE 25 REFLECTS THE NUMBER OF INDIVIDUAL CONTRIBUTIONS OF EQUIPMENT. |
| PART I, LINE 32B: | UNRELATED THIRD PARTIES ARE USED TO SELL ITEMS AT PUBLIC SALES. |
| PART I, LINE 33: | THE ORGANIZATION HAS ELECTED, AS PERMITTED UNDER SFAS 116, NOT TO REPORT AS REVENUE IN ITS STATEMENT OF ACTIVITIES AND AS ASSETS IN ITS STATEMEMT OF FINANCIAL POSITION WORKS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY/BUSINESS RELATIONSHIPS BETWEEN OFFICER/DIRECTOR/KEY EMPLOYEE: TRUSTEES L. FOSTER & A. NEUPAVER = BUSINESS; TRUSTEES R.T. BETLER & A. NEUPAVER = BUSINESS; TRUSTEES R.T. BETLER & L. FOSTER = BUSINESS; TRUSTEES C.B. CARSON & A. MITINGER = BUSINESS;TRUSTEES N. CHEUNG & C.B. CARSON = BUSINESS; TRUSTEES N. CHEUNG & A. MITINGER = BUSINESS; TRUSTEES E. FRAZIER & T. VANKIRK = BUSINESS. |
| FORM 990, PART VI, SECTION A, LINE 7A | BOARD MEMBERS: THE BYLAWS OF CARNEGIE INSTITUTE PROVIDE FOR APPOINTMENT OF PUBLIC TRUSTEES BY ONE OF THE FOLLOWING PUBLIC OFFICIALS OR PUBLIC BODIES: MAYOR OF THE CITY OF PITTSBURGH, COUNTY EXECUTIVE OF ALLEGHENY COUNTY, CITY COUNCIL OF THE CITY OF PITTSBURGH, COUNTY COUNCIL OF ALLEGHENY COUNTY, AND THE BOARD OF PUBLIC EDUCATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | 11B - 990 REVIEW PROCESS: THE CARNEGIE INSTITUTE CONTROLLER'S OFFICE IS RESPONSIBLE FOR GATHERING RELEVANT INFORMATION AND PREPARING THE ANNUAL FORM 990. ONCE THE FORM IS COMPLETE IN DRAFT STATUS, IT IS REVIEWED WITH THE INSTITUTE'S INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. UPON COMPLETION OF INDEPENDENT REVIEW BY THE CPAS, THE FORM IS REVIEWED BY THE INTERIM PRESIDENT AND CHIEF FINANCIAL OFFICER OF THE INSTITUTE AND THEN PRESENTED TO AND REVIEWED WITH THE AUDIT COMMITTEE. FINALLY, THE FORM IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AT A SCHEDULED MEETING PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST COMPLIANCE: BYLAWS OF CARNEGIE INSTITUTE CONTAIN A PROVISION THAT REQUIRES EACH TRUSTEE, MEMBER OF A MUSEUM BOARD OR COMMITTEE, OFFICER AND MEMBER OF SENIOR MANAGEMENT TO DISCLOSE, ANNUALLY, THE EXISTENCE OF ANY CIRCUMSTANCES THAT MIGHT CONSTITUTE A CONFLICT OF INTEREST WITH THE ORGANIZATION. THE PROCESS IS INITIATED IN THE SPRING OF EACH YEAR BY THE PRESIDENT SENDING A CONFLICT OF INTEREST POLICY AND DISCLOSURE QUESTIONNAIRE TO ABOVE RECIPIENTS. COMPLETED QUESTIONNAIRES ARE RETURNED TO THE PRESIDENT FOR EVALUATION OF ACTUAL OR PERCEIVED CONFLICTS. A SUMMARY OF THE PROCESS AND RESULTS IS COMMUNICATED TO THE AUDIT COMMITTEE AT A SCHEDULED MEETING AND FORWARDED TO THE BOARD OF TRUSTEES. APPROPRIATE ACTION IS TAKEN ANNUALLY BY THE BOARD RELATIVE TO ACTUAL OR PERCEIVED CONFLICTS. THE MINUTES OF THE GOVERNING BOARD CONTAIN AN OFFICIAL RECORD OF THE PROCESS AND CONCLUSIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE COMPENSATION PROCESS - CARNEGIE INSTITUTE ADOPTED AN EXECUTIVE COMPENSATION POLICY AIMED AT PROVIDING A REASONABLE AND COMPETITIVE EXECUTIVE TOTAL COMPENSATION CONSISTENT WITH MARKET-BASED PERFORMANCE COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILL NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. THE INSTITUTE FOCUSES ON COMPARABLE NONPROFIT ORGANIZATIONS IN THE LOCAL AREA TO BENCHMARK PAY, ALONG WITH DATA FROM ADDITIONAL MARKET SEGMENTS, PRIVATE FOUNDATIONS AND PUBLISHED NOT-FOR-PROFIT SURVEYS. THE BOARD AUTHORIZES THE PRESIDENT, IN CONSULTATION WITH THE INDEPENDENT EXECUTIVE COMMITTEE (EC), TO ESTABLISH AN ORGANIZATIONAL JOB EVALUATION SYSTEM AND COMPENSATION POLICY. THE PRESIDENT ANNUALLY REVIEWS AND APPROVES MUSEUM/CORPORATE GOALS AND OBJECTIVES RELEVANT TO EXECUTIVES, EVALUATES THEIR PERFORMANCE AND RECOMMENDS TO THE EC COMPENSATION LEVELS BASED ON THE EVALUATIONS. THE EC REVIEWS RECOMMENDATIONS AND GRANTS APPROVAL AS APPROPRIATE. THE EC ANNUALLY REVIEWS AND APPROVES CORPORATE GOALS AND OBJECTIVES RELEVANT TO PRESIDENT COMPENSATION BASED ON COMPARABLES, THE EVALUATION AND SUBJECT TO ANY EMPLOYMENT CONTRACT THAT IS IN EFFECT. THE PROCESS/CONCLUSIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN EC MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS: CARNEGIE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION. THE DOCUMENTS ARE AVAILABLE UPON REQUEST AND COMMUNICATION OF SAME IS CONVEYED AT HTTPS://WWW.CARNEGIEMUSEUMS.ORG/ABOUT-US/ |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 647,807. SWAPS 26,924. ROUNDING -1. |
| FORM 990 PART XII LINE 2C | THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING TAX YEAR 2017. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE INSTITUTE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 FORBES AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276667826 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $55,988,000 | TotalIncomeAmt |
| End Of Year Assets | $352,711,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE INSTITUTE | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN BERDAN MEMORIAL TRUST | ||||||||||
| 20 WASHINGTON STREET | BOSTON | MA | 021084408 | 256016908 | SUPPORT FOR CHARITY | PA | 501(C)(3) | PF | N/A | 0 |
| THE DIETRICH FOUNDATION | ||||||||||
| 600 GRANT STREET ROOM 5360 | PITTSBURGH | PA | 15219 | 364711746 | SUPPORT FOR CHARITY | PA | 501(C)(3) | TYPE I SUPPORTING OR | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
Comments