2023-11-08T07:07:05-06:00 2022-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2022-01-01 250965280 CARNEGIE INSTITUTE CARN 4126223301 4400 FORBES AVENUE PITTSBURGH PA 152134080 STEVEN KNAPP PRESIDENT/CEO 4126223335 2023-10-31 1 STEVEN KNAPP 999009999 0 SUSAN M KIRSCH P00341397 4122613644 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CARNEGIE MUSEUMS OF PITTSBURGH STEVEN KNAPP 4400 FORBES AVENUE PITTSBURGH PA 152134080 86516165 0 X WWW.CARNEGIEMUSEUMS.ORG X 1926 PA FOUNDED BY ANDREW CARNEGIE IN 1895, CARNEGIE MUSEUMS OF PITTSBURGH IS A COLLECTION OF FOUR DISTINCTIVE MUSEUMS DEDICATED TO EXPLORATION THROUGH ART AND SCIENCE: CARNEGIE MUSEUM OF ART, CARNEGIE MUSEUM OF NATURAL HISTORY, CARNEGIE SCIENCE CENTER AND THE ANDY WARHOL MUSEUM.IN 2022, THE MUSEUMS REACHED 1,137,868 PEOPLE THROUGH EXHIBITIONS, EDUCATION PROGRAMS, OUTREACH ACTIVITIES, AND SPECIAL EVENTS. 37 36 1134 557 1202915 0 47658681 40915084 15006717 16824883 44935064 20191190 2364840 3398254 109965302 81329411 0 0 0 0 31634571 35759558 223189 237600 6619206 30956268 44821952 62814028 80819110 47151274 510301 648539056 564046218 34621681 25038567 613917375 539007651 X TO PRESERVE AND EXPAND THE RESOURCES OF ART AND SCIENCE AS AGENTS OF PERSONAL GROWTH AND SOCIAL ADVANCEMENT IN PITTSBURGH AND BEYOND. 0 0 45991483 18910764 EXHIBITIONS:THE CARNEGIE INSTITUTE IS COMPRISED OF FOUR DIVERSE, DYNAMIC MUSEUMS INCLUDING THE CARNEGIE MUSEUM OF ART (CMOA), THE CARNEGIE MUSEUM OF NATURAL HISTORY (CMNH), THE CARNEGIE SCIENCE CENTER (CSC), AND THE ANDY WARHOL MUSEUM (AWM). THROUGHOUT 2022, EACH MUSEUM OFFERED A RICH AND DIVERSE ROSTER OF EXHIBITIONS AND PROGRAMS. SEE SCHEDULE O FOR HIGHLIGHTS OF EACH MUSEUM'S EXHIBIT INITIATIVES.THE ANDY WARHOL MUSEUMTHE ANDY WARHOL MUSEUM (AWM) IS THE MOST COMPREHENSIVE SINGLE ARTIST MUSEUM IN THE WORLD, ILLUMINATING THE ART, LIFE, AND TIMES OF ONE OF THE MOST INFLUENTIAL AMERICAN ARTISTS OF THE 20TH CENTURY. THE MUSEUM EXPLORES THE WORLD THROUGH THE LENS OF WARHOL, MOUNTING INNOVATIVE ORIGINAL EXHIBITIONS AND THOUGHT PROVOKING TRAVELING EXHIBITIONS, PRESENTING GENRE-BASED PERFORMANCES, AND SHOWCASING UP AND COMING ACTS, INCLUDING YOUNG ARTISTS FROM PITTSBURGH, WARHOL'S HOMETOWN. IN APRIL, AWM OPENED "PAOLO PIVI; I WANT IT ALL, AND IN SEPTEMBER, AWM OPENED ANDY WARHOL'S SOCIAL NETWORK, AN EXHIBITION THAT EXAMINES THE INTERSECTIONS BETWEEN WARHOL'S LONGEST RUNNING PROJECT, INTERVIEW MAGAZINE, HIS VENTURES IN TELEVISION, AND HIS PORTRAIT COMMISSIONS OF THE 1970S AND 1980S. IN 2022, AWM WELCOMED 152,809 VISITORS.THE CARNEGIE SCIENCE CENTERINTERNATIONALLY, THE SCIENCE CENTER'S TRAVELING EXHIBITS AND PLANETARIUM SHOWS HAVE REACHED MILLIONS OF PEOPLE IN 53 COUNTRIES AND COUNTING. IN NOVEMBER OF 2022, "MARS; THE NEXT GIANT LEAP" OPENED AS THE MOST EXPANSIVE NEW EXPERIENCE SINCE THE SCIENCE CENTER OPENED IN 1991. CSC BEGAN THE YEAR WITH THE BLOCKBUSTER "POMPEII: THE EXHIBITION," WHICH RAN INTO APRIL, AND THEN, "GUITAR: THE INSTRUMENT THAT ROCKED THE WORLD," OPENED IN MAY. THE EXHIBITION AND ITS SUPPORTING PROGRAMS INVITE VISITORS TO EXPLORE HOW THE ISSUES OF SUSTAINABILITY, CLIMATE CHANGE, SOCIAL JUSTICE, AND EQUITABLE ACCESS TO RESOURCES, CAN SHAPE HUMANITY'S FUTURE ON EARTH AND BEYOND. ATTENDANCE REACHED 513,200 IN 2022.CARNEGIE MUSEUM OF ARTCARNEGIE MUSEUM OF ART (CMOA) OWNS AND CARES FOR A COLLECTION OF MORE THAN 30,000 ARTWORKS, RANGING FROM CLASSIC TO CONTEMPORARY. AFTER YEARS OF ANTICIPATION, THE 58TH CARNEGIE INTERNATIONAL OPENED IN SEPTEMBER 2022. FROM THE EXHIBITION'S TITLE, "IS IT MORNING FOR YOU YET?" TO THE 100 PLUS PARTICIPATING ARTISTS FROM 40 COUNTRIES, THIS INTERNATIONAL REFLECTED GREATER GLOBAL REACH THAN EVER BEFORE. IN MARCH 2022, CMOA OPENED "WORKING THOUGHT," WHICH FEATURED THE WORKS OF 35 CONTEMPORARY ARTISTS CONSIDERING THE WAYS THAT ECONOMIC DISPARITY AND LABOR HAVE SHAPED AMERICAN LIFE. IN APRIL, THE MUSEUM PRESENTED "GORDON PARKS IN PITTSBURGH, 1944/1946," WHICH FEATURED 50 NEVER BEFORE SEEN IMAGES FROM THE FAMED PHOTOGRAPHER'S WORK, WHILE ON ASSIGNMENT AT THE PENOLA INC. GREASE PLANT IN PITTSBURGH. ATTENDANCE FOR 2022 REACHED 236,580.CARNEGIE MUSEUM OF NATURAL HISTORYCARNEGIE MUSEUM OF NATURAL HISTORY (CMNH) CONTINUES TO BE RANKED AS ONE OF THE TOP NATURAL HISTORY MUSEUMS IN THE COUNTRY. IT MAINTAINS, PRESERVES, AND INTERPRETS AN EXTRAORDINARY COLLECTION OF MORE THAN 22 MILLION OBJECTS AND SCIENTIFIC SPECIMENS USED TO BROADEN THE UNDERSTANDING OF EVOLUTION, CONSERVATION, AND BIODIVERSITY. CMNH STARTED THE YEAR WITH "MONSTER FISH: IN SEARCH OF THE LAST RIVER GIANTS, AND IN JUNE LAUNCHED "NATURE'S AMAZING MACHINES," AN EXPLORATION OF HOW THE ANIMAL KINGDOM'S MARVELS OF NATURAL ENGINEERING CONTINUE TO INSPIRE HUMAN INGENUITY. IN 2022, ATTENDANCE REACHED 235,279. 19710635 1746629 EDUCATION:EACH OF THE FOUR MUSEUMS HAVE DEDICATED PROFESSIONALS FOCUSED ON PROVIDING EDUCATION TO THOSE VISITING THE RESPECTIVE MUSEUMS. SEE SCHEDULE O FOR HIGHLIGHTS OF EACH MUSEUM'S EDUCATION INITIATIVES.THE ANDY WARHOL MUSEUMIN MAY, THE ANDY WARHOL MUSEUM ANNOUNCED THE CREATION OF THE POP DISTRICT, A $60 MILLION INITIATIVE AIMED AT TURNING A RELATIVELY NEGLECTED SIX-BLOCK AREA AROUND THE MUSEUM INTO A THRIVING HUB OF CULTURAL ENGAGEMENT AND CREATIVE WORKFORCE TRAINING. INITIATIVES OF THE POP DISTRICT INCLUDE A NEW MUSIC VENUE AND NUMEROUS OUTDOOR ART SPACES THAT WILL ANIMATE THE NEIGHBORHOOD DAY AND NIGHT, ART STUDIOS THAT WILL INVITE PEOPLE OF ALL AGES TO EXPLORE AND EXPAND THEIR CREATIVITY, A CREATIVE AGENCY RUN BY TEENS AND YOUNG ADULTS, AND A SIX-MONTH CERTIFICATE PROGRAM FOCUSED ON DIGITAL MARKETING. THE MUSEUM'S TEAM OF PROFESSIONAL ARTIST EDUCATORS WORK CLOSELY WITH TEACHERS AND GROUP LEADERS TO DEVELOP GALLERY, STUDIO, AND ONLINE LEARNING EXPERIENCES THAT ARE RELEVANT, ENGAGING, AND DEVELOPMENTALLY APPROPRIATE. WE WORK WITH EDUCATORS TO CRAFT ONE-HOUR GUIDED GALLERY TOURS, THREE-HOUR HANDS-ON WORKSHOPS, AND ONLINE DISTANCE LEARNING EXPERIENCES THAT CAN BE ADAPTED TO MEET EACH GROUP'S NEEDS.THE CARNEGIE SCIENCE CENTERCARNEGIE SCIENCE CENTER (CSC) INSPIRES CURIOSITY AND CONNECTS SCIENCE AND TECHNOLOGY TO EVERYDAY LIFE. RECOGNIZED AS A LEADER IN PROMOTING LITERACY IN STEM, CSC IS DEDICATED TO NURTURING THE NEXT GENERATION OF INNOVATORS AND LEADERS WHO WILL RISE TO MEET TOMORROW'S WORKFORCE NEEDS. IN SEPTEMBER, CSC CO-HOSTED THE ASSOCIATION OF SCIENCE CENTER & TECHNOLOGY CENTER'S 2022 NATIONAL CONFERENCE, WHICH BROUGHT TOGETHER 1,400 PROFESSIONALS FROM SCIENCE MUSEUMS ACROSS THE COUNTRY.CARNEGIE MUSEUM OF ARTONE OF THE MOST DYNAMIC MAJOR ART INSTITUTIONS IN THE COUNTRY, CMOA SERVES BOTH AS A STRATEGIC PARTNER IN REGIONAL EDUCATION INITIATIVES, AND A NATIONAL LEADER IN TRAINING EDUCATORS TO USE ART MUSEUM VISTS TO BUILD 21ST CENTURY LEARNING SKILLS. CARNEGIE MUSEUM OF NATURAL HISTORYCMNH GENERATES NEW SCIENTIFIC KNOWLEDGE, ADVANCES SCIENCE LITERACY, AND INSPIRES VISITORS OF ALL AGES TO BECOME PASSIONATE ABOUT SCIENCE, NATURE, AND WORLD CULTURES. IN OCTOBER, CMNH CELEBRATED THE OPENING OF A GREATLY EXPANDED HOME FOR ITS RENOWNED AVIAN RESEARCH ACTIVITIES, THE RICHARD P. MELLON AVIAN RESEARCH CENTER. THE NEW RESEARCH FACILITY ALLOWS UP TO TEN RESEARCHERS TO SPEND LONGER DAYS ON SITE AND CREATES SPACE TO HOST EDUCATIONAL DEMONSTRATIONS, TRAININGS, AND VISITING RESEARCHERS. 65702118 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 448 0 1 1134 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 36 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA AR CA IL MD MA MI MN NJ NY NC OH VA WV CT OK RI X FRANK CARDIELLO 4126223301 4400 FORBES AVENUE PITTSBURGH PA 15213 STEVEN KNAPP PRESIDENT/CEO 45.00 X X 489562 0 44961 GEOVETTE E WASHINGTON TRUSTEE: CHAIRMAN 3.00 X X 0 0 0 MARK A ALOE TRUSTEE EXITED 6/9/22 3.00 X 0 0 0 JOHN A BARBOUR TRUSTEE 3.00 X 0 0 0 RAYMOND T BETLER TRUSTEE 2.00 X 0 0 0 HELEN M BILLAK TRUSTEE 3.00 X 0 0 0 KEVIN L CARTER TRUSTEE EX OFFICIO 1.00 X 0 0 0 PATRICK J CATENA TRUSTEE EX OFFICIO 1.00 X 0 0 0 LOUIS R CESTELLO TRUSTEE 2.00 X 0 0 0 NOLAND J CHEUNG TRUSTEE 2.00 X 0 0 0 CARRIE COGHILL TRUSTEE EXITED 6/3/22 2.00 X 0 0 0 CHARLES H DOUGHERTY JR TRUSTEE 3.00 X 0 0 0 CAROLYN DURONIO TRUSTEE 2.00 X 0 0 0 LEE B FOSTER TRUSTEE EXITED 6/9/22 2.00 X 0 0 0 EVAN S FRAZIER TRUSTEE 2.00 X 0 0 0 WILLIAM GENERETT JR ESQUIRE TRUSTEE 1.00 X 0 0 0 CINDY AKERS GERBER TRUSTEE 2.00 X 0 0 0 JOSEPH C GUYAUX TRUSTEE 2.00 X 0 0 0 JAMES R JOHNSON TRUSTEE EXITED 6/9/22 3.00 X 0 0 0 ELLEN P KESSLER TRUSTEE 3.00 X 0 0 0 JENNIFER M LIPTAK TRUSTEE EX OFFICIO 2.00 X 0 0 0 LEAH L LIZARONDO TRUSTEE ENTERED 6/9/22 1.00 X 0 0 0 CHRISTOPHER MARTIN TRUSTEE ENTERED 6/9/22 2.00 X 0 0 0 DAVID M MARTIN TRUSTEE ENTERED 6/9/22 3.00 X 0 0 0 ALICE B MITINGER TRUSTEE 2.00 X 0 0 0 KENNEDY B NELSON TRUSTEE 2.00 X 0 0 0 ALBERT J NEUPAVER TRUSTEE 3.00 X 0 0 0 DEMETRIOS T PATRINOS TRUSTEE 3.00 X 0 0 0 MARY ELLEN POOLE TRUSTEE ENTERED 6/9/22 1.00 X 0 0 0 MICHAEL K POPPER TRUSTEE 3.00 X 0 0 0 DAVID L PORGES TRUSTEE 3.00 X 0 0 0 JOHN M RUSCETTI CFA TRUSTEE ENTERED 6/9/22 2.00 X 0 0 0 JULIET LEA H SIMONDS TRUSTEE 2.00 X 0 0 0 JANERA SOLOMON TRUSTEE EX OFFICIO 2.00 X 0 0 0 JAMES SPENCER TRUSTEE 3.00 X 0 0 0 JOAN R STEPHANS TRUSTEE 1.00 X 0 0 0 ERICA STRASSBURGER TRUSTEE EX OFFICIO 2.00 X 0 0 0 CHRISTINE J TORETTI TRUSTEE 2.00 X 0 0 0 WALTER W TURNER TRUSTEE 2.00 X 0 0 0 THOMAS L VANKIRK TRUSTEE 3.00 X 0 0 0 WILLIAM E HUNT TRUSTEE 3.00 X 0 0 0 KEVIN HILES COO, EXECUTIVE VP 45.00 X 291988 0 40856 GRETCHEN BAKER DIRECTOR CMNH 45.00 X 256923 0 23385 ERIC CROSBY HENRY J HEINZ II DIRECTOR 45.00 X 246481 0 19315 JASON BROWN HENRY BUHL JR DIRECTOR CSC 45.00 X 236762 0 17444 PATRICK MOORE DIRECTOR AWM 45.00 X 226628 0 27528 FRANK CARDIELLO TREASURER; VP FINANCE; CFO 45.00 X 211335 0 31369 MARIA BERNIER SECRETARY; GENERAL COUNSEL 45.00 X 212435 0 15595 YVONNE MAHER VP ADVANCEMENT & COMMUNITY ENGAGEMENT 45.00 X 278857 0 31635 EDWARD MOTZNIK VP TECHNOLOGY 45.00 X 183508 0 15395 NICOLE BECHTOLD ASSOCIATE GENERAL COUNSEL 45.00 X 208815 0 1455 MICHELLE HORTON ASSOCIATE VP INST PARTNERS 45.00 X 170126 0 29022 ANTHONY YOUNG VP FPO 45.00 X 159562 0 26535 BRIAN HARKINS VP HUMAN RESOURCES 45.00 X 158949 0 27024 JASON ZELINKO AVP INSTITUTIONAL PARTNERSHIPS 45.00 X 151334 0 4319 3483265 0 355838 40 0 1 0 JLB & ASSOCIATES LLC 600 MAIN STREET SHARPSBURG PA 15215 BUILDING SECURITY SERVICES 3835687 LUCI CREATIVE LLC 6900 NORTH CENTRAL PARK AVENUE LINCOLNWOOD IL 15205 EXHIBIT DESIGN 2545314 WYATT INCORPORATED 4545 CAMPBELLS RUN ROAD PITTSBURGH PA 15205 CONSTRUCTION 982151 CAVCON CONSTRUCTION COMPANY SUITE B 211 HILL AVENUE GREENSBURG PA 15601 CONSTRUCTION 867644 CULINAIRE INTERNATIONAL INC ONE ALLEGHENY AVENUE PITTSBURGH PA 15212 FOOD SERVICE 772024 42 3428063 438248 425839 11353458 25269476 415307 40915084 ADMISSIONS 713990 7948044 7948044 SPONSORSHIP FEES 713990 2731885 2731885 TUITIONS 713990 1746629 1746629 EXHIBIT LEASES 713990 904950 904950 MEMBERSHIPS 713990 626467 626467 2866908 2793351 73557 16824883 5333250 824246 4509004 10164 10164 3957888 1711857 2246031 2246031 1940919 305112 9940213 4946400 28673 0 9911540 4946400 14857940 14857940 234387 438248 678807 -444420 -444420 4353896 2767417 1586479 1586479 81329411 17546839 1202915 21664573 2901959 1054465 1537003 310491 168226 168226 26233326 19977036 2659109 3597181 543541 414600 64325 64616 3810117 3077859 311804 420454 2102389 1561836 262142 278411 648551 279031 368669 851 157942 157942 125816 125816 237600 237600 291523 291523 7210393 6252328 447996 510069 1901776 1799401 90592 11783 2971761 2410652 193521 367588 1963001 1578591 169932 214478 4574080 4363040 173568 37472 606301 504052 28335 73914 83497 75931 2421 5145 613171 50908 562263 6971258 6742253 158671 70334 839668 822875 11195 5598 PRODUCTION & EXHIBITION 5624583 5577899 42802 3882 FACILITIES OTHER 4473863 4460633 7500 5730 COLLECTIONS/PURCHASES 1493772 1493772 REPAIRS & MAINTENANCE 1349196 1334748 11747 2701 2921800 1701982 818910 400908 80819110 65702118 8497786 6619206 37695 50850 10261910 8611517 27973086 26412348 1563383 3330692 825229 980713 730258 1684379 210043407 127418076 83911000 82625331 378360921 299784373 144777523 140566015 98051 0 648539056 564046218 8300648 10368530 6104033 155037 16747000 0 3470000 2770000 11745000 34621681 25038567 X 128179761 116108828 485737614 422898823 613917375 539007651 648539056 564046218 X 510301 -73833240 -1586785 X X 0 1 X 1 1 1 X 28818931 21069751 36427047 47658681 40914084 174888494 28818931 21069751 36427047 47658681 40914084 174888494 37773800 137114694 7586941 5831799 3596648 5074204 5343414 27433006 392334 103285 476584 3354392 274347 4600942 206922442 126390943 0.66260 0.67420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125816 125816 80693294 80819110 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 38525 62030 125816 226371 250000 250000 250000 750000 1125000 X X X X 0 497673323 3064000 -65844141 20376000 286859 414230323 417069323 2003000 98418081 19423000 394081 497673323 376854323 1529000 58049260 19030000 333260 417069323 334163323 2176000 59047031 18188000 344031 376854323 352711323 10127000 -10782926 17487000 405074 334163323 0.14900 0.83300 0.01800 1 1 1 7586526 7586526 167994560 100954462 67040098 34462321 26463614 7998707 82625331 LIMITED PARTNERSHIPS 140566015 F 140566015 X 10762288 -75420022 5158081 -70261941 81024229 283023 22159 305182 81329411 85672009 5158081 5158081 80513928 283023 22159 305182 80819110 PART III, LINE 1A: THE INSTITUTE'S COLLECTIONS INCLUDE MINERALS, ETHNOGRAPHIC ITEMS, PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES DRAWINGS AND WATERCOLORS, DECORATIVE ARTS AND OTHER ARCHEOLOGICAL AND PALEONTOLOGICAL TREASURES. THESE ITEMS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE INSTITUTE'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS OPERATING EXPENDITURES IN THE YEAR IN WHICH THEY ARE ACQUIRED (APPROXIMATELY $1,493,772 IN 2022). 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, 2022 AND 2021 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, 2022 AND 2021. THE INSTITUTE ACCRUED TAX LIABILITIES OF $107,736 AND $58,707 RELATED TO ACTIVITY REPORTED ON IRS FORM 990-T FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, RESPECTIVELY. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES IN ANY MAJOR TAX JURISDICTION FOR YEARS ENDED BEFORE DECEMBER 31, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 2,767,417. COST OF RENTALS 1,711,857. COST OF FUNDRAISING 678,807. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING REVENUE 22,158. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 2,767,417. COST OF RENTALS 1,711,857. COST OF FUNDRAISING 678,807. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING REVENUE 22,158. ROUNDING 1. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES EXHIBIT & RESEARCH TRAVEL, ARTISTIC/DESIGN FEES 48841 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GIFTS RECEIVED CARNEGIE INTERNATIONAL EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES REVENUE MEMBERSHIPS MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES EXHIBIT & RESEARCH TRAVEL 5075 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES EXHIBIT & RESEARCH TRAVEL 3416 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GIFTS RECEIVED STEM EDUCATION GIFTS SOUTH ASIA 0 0 PROGRAM SERVICES ARTISTIC/DESIGN FEES 4750 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES REVENUE MEMBERSHIPS EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL, ARTISTIC/DESIGN FEES 41475 SOUTH AMERICA 0 0 PROGRAM SERVICES ARTISTIC/DESIGN FEES 2000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 1200300 CENTRAL AMERICA 0 0 INVESTMENTS 10338550 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENTS 2784682 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES ARTISTIC/DESIGN FEES 7000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GIFTS RECEIVED CARNEGIE INTERNATIONAL, EDUCATION 0 0 0 0 0 0 62082 14374007 14436089 1 0 0 1 1 0 PART III ACCOUNTING METHOD: X X X X X X X 1 ARTS MARKETING SERVICES INC 260 KING ST E STE 500 TORONTO ONTARIO CA MSA 4L5 TELEMARKETING 0 479999 237600 242399 479999 237600 242399 PA AR CA IL MA MN NJ NY NC OH VA WV CT MD MI OK RI AWM NY FUNDRAISER 308979 131950 177029 62155 16908 41377 CARNEGIE INTERNATIONAL GALA 241825 206625 35200 470713 4028 10955 1 121831 99673 22158 57194 15477 672635 438248 234387 590062 20936 67809 678807 -444420 X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 STEVEN KNAPP PRESIDENT/CEO 471500 0 12500 0 5562 0 13500 0 31461 0 534523 0 0 0 KEVIN HILES COO, EXECUTIVE VP 281573 0 7500 0 2915 0 11394 0 29462 0 332844 0 0 0 YVONNE MAHER VP ADVANCEMENT & COMMUNITY ENGAGEMENT 270374 0 7500 0 983 0 11060 0 20575 0 310492 0 0 0 GRETCHEN BAKER DIRECTOR CMNH 251336 0 5000 0 587 0 3154 0 20231 0 280308 0 0 0 ERIC CROSBY HENRY J HEINZ II DIRECTOR 241124 0 5000 0 357 0 9707 0 9608 0 265796 0 0 0 JASON BROWN HENRY BUHL JR DIRECTOR CSC 230959 0 5000 0 803 0 9299 0 8145 0 254206 0 0 0 PATRICK MOORE DIRECTOR AWM 216966 0 7500 0 2162 0 8808 0 18720 0 254156 0 0 0 FRANK CARDIELLO TREASURER; VP FINANCE; CFO 204276 0 5000 0 2059 0 8437 0 22932 0 242704 0 0 0 MARIA BERNIER SECRETARY; GENERAL COUNSEL 204234 0 7500 0 701 0 0 0 15595 0 228030 0 0 0 NICOLE BECHTOLD ASSOCIATE GENERAL COUNSEL 198602 0 9950 0 263 0 0 0 1455 0 210270 0 0 0 MICHELLE HORTON ASSOCIATE VP INST PARTNERS 161789 0 8000 0 337 0 5839 0 23183 0 199148 0 0 0 EDWARD MOTZNIK VP TECHNOLOGY 178321 0 3500 0 1687 0 7162 0 8233 0 198903 0 0 0 ANTHONY YOUNG VP FPO 153087 0 5000 0 1475 0 6343 0 20192 0 186097 0 0 0 BRIAN HARKINS VP HUMAN RESOURCES 153444 0 5000 0 505 0 6343 0 20681 0 185973 0 0 0 JASON ZELINKO AVP INSTITUTIONAL PARTNERSHIPS 151017 0 0 0 317 0 3775 0 544 0 155653 0 0 0 PART I, LINE 1A CARNEGIE INSTITUTE PROVIDED REIMBURSEMENT FOR TWO EMPLOYEES, THE PRESIDENT, AND THE VP FOR ADVANCEMENT AND COMMUNITY ENGAGEMENT, FOR SOCIAL CLUB MEMBERSHIP FEES AND RELATED EXPENSES. DUES TO THE CLUB, AND RELATED EXPENSES DIRECTLY RELATED TO CARNEGIE INSTITUTE'S EXEMPT PURPOSES, ARE PAID IN ACCORDANCE WITH THE INSTITUTE'S ACCOUNTABLE PLAN. THE CLUB MEMBERSHIP IS CONSIDERED A REQUIRED RESOURCE TO PROVIDE AN OFF-SITE BUSINESS AND SOCIAL ENVIRONMENT TO MEET WITH TRUSTEES, DONORS, AND FOUNDATIONS. PART I, LINE 7 PERFORMANCE BONUSES WERE PAID THAT WERE CONSISTENT WITH CARNEGIE INSTITUTES'S COMPENSATION POLICIES. X 152 0 N/A X 1 0 N/A X 62 415307 FMV X 14 0 N/A X 14 0 N/A X ROBOTICS EQUIPMENT 25 0 N/A 7 0 1 1 PART I, COLUMN (B): EXCEPT FOR LINE 9, PART I COLUMN (B) REFLECTS THE NUMBER OF ITEMS RECEIVED FROM 51 DONATIONS, 11 OF WHICH WERE REQUIRED TO BE ACKNOWLEDGED ON FORM 8283. PART I COLUMN (B) REFLECTS THE NUMBER OF INDIVIDUAL CONTRIBUTIONS OF STOCK. PART I, LINE 32B: UNRELATED THIRD PARTIES ARE USED TO SELL ITEMS AT PUBLIC SALES. PART I, LINE 33: THE ORGANIZATION HAS ELECTED, AS PERMITTED UNDER SFAS 116, NOT TO REPORT AS REVENUE IN ITS STATEMENT OF ACTIVITIES AND AS ASSETS IN ITS STATEMEMT OF FINANCIAL POSITION WORKS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. FORM 990, PART VI, SECTION A, LINE 2 FAMILY/BUSINESS RELATIONSHIPS BETWEEN OFFICER/DIRECTOR/KEY EMPLOYEE: TRUSTEES L. FOSTER & A. NEUPAVER = BUSINESS; TRUSTEES E. FRAZIER & C. DURONIO = BUSINESS; TRUSTEES E. FRAZIER & J. GUYAUX = BUSINESS; TRUSTEES C. DURONIO & J. GUYAUX = BUSINESS. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS: THE BYLAWS OF CARNEGIE INSTITUTE PROVIDE FOR APPOINTMENT OF PUBLIC TRUSTEES BY ONE OF THE FOLLOWING PUBLIC OFFICIALS OR PUBLIC BODIES: MAYOR OF THE CITY OF PITTSBURGH, COUNTY EXECUTIVE OF ALLEGHENY COUNTY, CITY COUNCIL OF THE CITY OF PITTSBURGH, COUNTY COUNCIL OF ALLEGHENY COUNTY, AND THE BOARD OF PUBLIC EDUCATION. FORM 990, PART VI, SECTION B, LINE 11B 11B - FORM 990 REVIEW PROCESS: THE CARNEGIE INSTITUTE CFO'S OFFICE IS RESPONSIBLE FOR GATHERING RELEVANT INFORMATION AND PREPARING THE ANNUAL FORM 990. ONCE THE FORM IS COMPLETE IN DRAFT STATUS, IT IS REVIEWED WITH THE INSTITUTE'S INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. UPON COMPLETION OF INDEPENDENT REVIEW BY THE CPAS, THE FORM IS REVIEWED BY THE PRESIDENT AND CHIEF FINANCIAL OFFICER OF THE INSTITUTE AND THEN PRESENTED TO AND REVIEWED WITH THE AUDIT AND RISK MANAGEMENT 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 -1,586,783. ROUNDING -2. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING TAX YEAR 2022. CARNEGIE INSTITUTE TRUST 4400 FORBES AVENUE PITTSBURGH PA 15213 276667826 INVESTMENT PA -60021000 414230 CARNEGIE INSTITUTE CI4 VENTURES LLC 4400 FORBES AVENUE PITTSBURGH PA 15213 872586995 REAL ESTATE PURCHASES FOR AWM EXPANSION PA 3 1040614 CARNEGIE INSTITUTE JOHN BERDAN MEMORIAL TRUST 20 WASHINGTON STREET BOSTON MA 021084408 256016908 SUPPORT FOR CHARITY PA 501(C)(3) PF N/A 0 THE DIETRICH FOUNDATION 600 GRANT STREET ROOM 5360 PITTSBURGH PA 15219 364711746 SUPPORT FOR CHARITY PA 501(C)(3) TYPE I SUPPORTING OR N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 C