2024-11-14T09:23:16-06:00 2023-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2023-01-01 250965280 CARNEGIE INSTITUTE CARN 4126223301 4400 FORBES AVENUE PITTSBURGH PA 152134080 STEVEN KNAPP PRESIDENT/CEO 4126223335 2024-11-12 1 0 SARAH R PIOT P01358891 4122613644 2023 2024-10-15 13:58:12Z CARNEGIE MUSEUMS OF PITTSBURGH STEVEN KNAPP 4400 FORBES AVENUE PITTSBURGH PA 152134080 79222686 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 2023, THE MUSEUMS REACHED 1,272,422 PEOPLE THROUGH EXHIBITIONS, EDUCATION PROGRAMS, OUTREACH ACTIVITIES, AND SPECIAL EVENTS. 41 40 1102 859 767578 310314 40915084 34215256 16824883 18721056 20191190 16368558 3398254 3911481 81329411 73216351 0 0 0 0 35759558 40014144 237600 0 7056760 44821952 44144600 80819110 84158744 510301 -10942393 564046218 592986844 25038567 24547575 539007651 568439269 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 47712479 16589780 EXHIBITIONS:THE CARNEGIE INSTITUTE COMPRISES FOUR DIVERSE, DYNAMIC MUSEUMS INCLUDING THE CARNEGIE MUSEUM OF ART (CMOA), THE CARNEGIE MUSEUM OF NATURAL HISTORY (CMNH), THE CARNEGIE SCIENCE CENTER (CSC), AND THE ANDY WARHOL MUSEUM (AWM). THROUGHOUT 2023, EACH MUSEUM OFFERED A RICH AND DIVERSE ROSTER OF EXHIBITIONS AND PROGRAMS. THE CARNEGIE INSTITUTE OFFERS MEMBERSHIPS AT A REDUCED RATE OR FOR FREE TO VARIOUS GROUPS IN THE COMMUNITY, INCLUDING FAMILY ACCESS MEMBERSHIP, TEEN MEMBERSHIP, AND ORGANIZATIONAL OUTREACH MEMBERSHIP.SEE SCHEDULE O FOR HIGHLIGHTS OF EACH MUSEUM'S EXHIBIT INITIATIVES.THE ANDY WARHOL MUSEUMTHE ANDY WARHOL MUSEUM (AWM) IS THE MOST COMPREHENSIVE SINGLE ARTIST MUSEUM IN THE WORLD, ILLUMINATING THE ART, LIFE, AND TIMES OF ONE OF THE MOST INFLUENTIAL AMERICAN ARTISTS OF THE 20TH CENTURY. THE MUSEUM EXPLORES THE WORLD THROUGH THE LENS OF WARHOL, MOUNTING INNOVATIVE ORIGINAL EXHIBITIONS AND THOUGHT PROVOKING TRAVELING EXHIBITIONS, PRESENTING GENRE-BASED PERFORMANCES, AND SHOWCASING UP AND COMING ACTS, INCLUDING YOUNG ARTISTS FROM PITTSBURGH, WARHOL'S HOMETOWN. IN 2023, AWM LAUNCHED "THE VELVET UNDERGROUND & NICO:SCEPTOR STUDIO SESSIONS," BUILT AROUND NEVER BEFORE HEARD TAPES OF THE ICONIC BAND'S FIRST RECORDING SESSIONS. ON JUNE 27TH, "ANATOMY OF A HUMAN," A 27 X 94 FT MURAL, BY LOCAL ARTIST MIKAEL OWUNNA, WAS UNVEILED IN THE POP DISTRICT. "POP GENERATION" FEATURED EXCLUSIVE GUIDED TOURS OF THE WARHOL'S COLLECTION AND SPECIAL EXHIBITIONS, TO SENIORS. THE YEAR ENDED WITH THE OPENING OF "UNSEEN: PERMANENT COLLECTION WORKS," WHICH FEATURED 60 WORKS THAT HAVE NEVER BEEN DISPLAYED IN THE MUSEUM. IN 2023, AWM WELCOMED 179,603 VISITORS.THE CARNEGIE SCIENCE CENTERINTERNATIONALLY, THE CARNEGIE SCIENCE CENTER'S (CSC) TRAVELING EXHIBITS AND PLANETARIUM SHOWS HAVE REACHED MILLIONS OF PEOPLE AROUND THE WORLD. CSC BROUGHT "VIKINGS: WARRIORS OF THE NORTH SEA" TO THE NORTH SHORE IN EARLY 2023. IN OCTOBER, CSC RECEIVED A ROY L. SHAFER LEADING EDGE AWARD FOR VISITOR EXPERIENCE FOR THE MARS EXHIBITION'S COMMITMENT TO INCORPORATING COMMUNITY FEEDBACK INTO ITS DESIGN PROCESS. THE YEAR ENDED WITH "TITANIC: THE ARTIFACT EXHIBITION," WHICH PROVED TO BE THE MOST POPULAR VISITING SHOW. ATTENDANCE REACHED 572,686 IN 2023.CARNEGIE MUSEUM OF ARTCARNEGIE MUSEUM OF ART (CMOA) OWNS AND CARES FOR A COLLECTION OF MORE THAN 30,000 ARTWORKS, RANGING FROM CLASSIC TO CONTEMPORARY. THE 58TH EDITION OF THE CARNEGIE INTERNATIONAL WAS THE MOST GLOBAL ONE YET, WITH 140 ARTWORKS CREATED BY ARTISTS FROM 40 COUNTRIES. ENDING ON APRIL 2ND, IT WAS FOLLOWED BY CMOA'S "JOAN BROWN," "JAPANESE PRINTMAKERS, AND "UNSETTLING MATTER, GAINING GROUND" EXHIBITIONS. FOR SENIOR AUDIENCES, "MINDFUL MUSEUMS," A SUITE OF ACCESSIBLE PROGRAMS AND ACTIVITIES FOR VISITORS OVER 55, GAVE UNLIMITED ACCESS TO EARLY WEDNESDAY PROGRAMMING. ATTENDANCE FOR 2023 REACHED 239,536.CARNEGIE MUSEUM OF NATURAL HISTORYCARNEGIE MUSEUM OF NATURAL HISTORY (CMNH) CONTINUES TO BE RANKED AS ONE OF THE TOP NATURAL HISTORY MUSEUMS IN THE COUNTRY. IT MAINTAINS, PRESERVES, AND INTERPRETS AN EXTRAORDINARY COLLECTION OF MORE THAN 22 MILLION OBJECTS AND SCIENTIFIC SPECIMENS USED TO BROADEN THE UNDERSTANDING OF EVOLUTION, CONSERVATION, AND BIODIVERSITY. "APSAALOOKE WOMEN AND WARRIORS, CREATED BY THE FIELD MUSEUM, WAS ON DISPLAY FOR FOUR MONTHS, FOLLOWED BY THE SMITHSONIAN'S "LIFE IN ONE CUBIC FOOT," WHICH INCLUDED A CUSTOM DISPLAY FOCUSED ON THE BIODIVERSITY OF OUR REGION. CMNH'S "MORNING MUSINGS" INVITED SENIORS TO AN OPEN HOUSE EXPERIENCE, FEATURING GALLERY SPOTLIGHTS AND ACTIVITIES JUST FOR THEM. ATTENDANCE FOR 2023 REACHED 280,597. 20448205 2131276 EDUCATION:EACH OF THE FOUR MUSEUMS HAVE DEDICATED PROFESSIONALS FOCUSED ON PROVIDING EDUCATION TO THOSE VISITING THE RESPECTIVE MUSEUMS. SEE SCHEDULE O FOR HIGHLIGHTS OF EACH MUSEUM'S EDUCATION INITIATIVES.THE ANDY WARHOL MUSEUMAWM'S WORKFORCE DEVELOPMENT PROGRAM, CONTINUES TO EMPLOY YOUNG PEOPLE FROM THE NEARBY NORTH SIDE NEIGHBORHOODS, AND TRAIN THEM TO BE PART OF THE CREATIVE ECONOMY WORKFORCE, SERVING 150 ANNUAL PARTICIPANTS AND PROVIDING OVER 75 EMPLOYMENT OPPORTUNITIES. THE MUSEUM ALSO BEGAN OFFERING A NEW STATE-LICENSED DIGITAL MARKETING DIPLOMA PROGRAM AIMED AT GIVING DIVERSE STUDENTS OF ALL AGES AND EXPERIENCES PRACTICAL SKILLS FOR BECOMING DIGITAL MARKETERS.THE MUSEUM'S TEAM OF PROFESSIONAL ARTIST EDUCATORS WORK CLOSELY WITH TEACHERS AND GROUP LEADERS TO DEVELOP GALLERY, STUDIO, AND ONLINE LEARNING EXPERIENCES THAT ARE RELEVANT, ENGAGING, AND DEVELOPMENTALLY APPROPRIATE. THEY WORK WITH EDUCATORS TO CRAFT ONE-HOUR GUIDED GALLERY TOURS, THREE-HOUR HANDS-ON WORKSHOPS, AND ONLINE DISTANCE LEARNING EXPERIENCES THAT CAN BE ADAPTED TO MEET EACH GROUP'S NEEDS.THE CARNEGIE SCIENCE CENTERCARNEGIE SCIENCE CENTER (CSC) INSPIRES CURIOSITY AND CONNECTS SCIENCE AND TECHNOLOGY TO EVERYDAY LIFE. RECOGNIZED AS A LEADER IN PROMOTING LITERACY IN STEM, CSC IS DEDICATED TO NURTURING THE NEXT GENERATION OF INNOVATORS AND LEADERS WHO WILL RISE TO MEET TOMORROW'S WORKFORCE NEEDS. AT CSC'S FAB 101 SENIOR WORKSHOPS, MEMBERS 65 AND OVER CAN LEARN THE BASICS OF 3D PRINTING, LASER CUTTING, AND VINYL CUTTING. CSC CONTINUES TO EARN ADDITIONAL REVENUE THROUGH THE PRODUCTION AND SALE OF MOBILE FABRICATION LABS DESIGNED TO EXTEND ITS INNOVATIVE STEM EDUCATION WORK TO OTHER INSTITUTIONS ACROSS THE NATION.CARNEGIE MUSEUM OF ARTONE OF THE MOST DYNAMIC MAJOR ART INSTITUTIONS IN THE COUNTRY, CMOA SERVES BOTH AS A STRATEGIC PARTNER IN REGIONAL EDUCATION INITIATIVES, AND A NATIONAL LEADER IN TRAINING EDUCATORS TO USE ART MUSEUM VISTS TO BUILD 21ST CENTURY LEARNING SKILLS. CMOA CREATED NEIGHBORHOOD MUSEUM IN FEBRUARY 2023 TO SUPPORT RECENTLY ARRIVED REFUGEE FAMILIES. THE PROGRAM IS ROOTED IN THE VALUES THAT LANGUAGE ACCESS IS A HUMAN RIGHT AND THAT AN ART MUSEUM IS A PLACE FOR COMMUNITY CONNECTIONS, EXPRESSION, AND KNOWLEDGE. CMOA'S YOUTH ART INITIATIVE PROVIDES HIGH SCHOOL STUDENTS YEARLONG EXPERIENCES WORKING WITH MUSEUM STAFF AND ARTISTS TO DEVELOP PUBLIC PROGRAMS AND EVENTS FOR OTHER TEENS.CARNEGIE MUSEUM OF NATURAL HISTORYCMNH GENERATES NEW SCIENTIFIC KNOWLEDGE, ADVANCES SCIENCE LITERACY, AND INSPIRES VISITORS OF ALL AGES TO BECOME PASSIONATE ABOUT SCIENCE, NATURE, AND WORLD CULTURES. IN THE SUMMER, CMNH LAUNCHED A REGION-WIDE EDUCATION AND OUTREACH CAMPAIGN TO RAISE AWARENESS ABOUT INVASIVE PLANT SPECIES. THE MUSEUM IS WORKING TO PARTNERSHIP WITH THE LOCAL AUDUBON SOCIETY, PHIPPS CONSERVATORY AND BOTANICAL GARDENS, AND PITTSBURGH BOTANIC GARDEN. 68160684 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 503 0 1 1102 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 41 40 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 SC CO WI X FRANK CARDIELLO 4126223301 4400 FORBES AVENUE PITTSBURGH PA 15213 STEVEN KNAPP PRESIDENT/CEO 45.00 X X 500039 0 53677 GEOVETTE E WASHINGTON TRUSTEE: CHAIRMAN 3.00 X X 0 0 0 KANIKA BLUE CAPEL TRUSTEE ENTERED 6/15/23 2.00 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 JEFFER M CHOUDHRY TRUSTEE ENTERED 6/15/23 2.00 X 0 0 0 KENYOKEE C CROWELL TRUSTEE ENTERED 6/15/23 2.00 X 0 0 0 DEBORAH G DICK TRUSTEE ENTERED 6/15/23 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 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 WILLIAM E HUNT TRUSTEE 2.00 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 1.00 X 0 0 0 CHRISTOPHER MARTIN TRUSTEE 2.00 X 0 0 0 DAVID M MARTIN TRUSTEE 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 2.00 X 0 0 0 DEMETRIOS T PATRINOS TRUSTEE 3.00 X 0 0 0 MARY ELLEN POOLE TRUSTEE 2.00 X 0 0 0 MICHAEL K POPPER TRUSTEE 3.00 X 0 0 0 DAVID L PORGES TRUSTEE 3.00 X 0 0 0 SAM REIMAN TRUSTEE ENTERED 6/15/23 2.00 X 0 0 0 JOHN M RUSCETTI CFA TRUSTEE 2.00 X 0 0 0 JULIET LEA H SIMONDS TRUSTEE EXITED 6/15/23 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 KEVIN HILES COO, EXECUTIVE VP 45.00 X 299121 0 47623 GRETCHEN BAKER DIRECTOR CMNH 45.00 X 263401 0 27980 ERIC CROSBY HENRY J HEINZ II DIRECTOR 45.00 X 267710 0 17889 JASON BROWN HENRY BUHL JR DIRECTOR CSC 45.00 X 263360 0 18820 PATRICK MOORE DIRECTOR AWM 45.00 X 262370 0 29769 FRANK CARDIELLO TREASURER; VP FINANCE; CFO 45.00 X 236844 0 30735 MARIA BERNIER SECRETARY; GENERAL COUNSEL 45.00 X 221028 0 18349 EDWARD MOTZNIK VP TECHNOLOGY 45.00 X 187947 0 15901 NICOLE BECHTOLD ASSOCIATE GENERAL COUNSEL 45.00 X 209374 0 13127 GINA WINSTEAD VP INCLUSION DIVERSITY EQUITY ACCESSABILITY 45.00 X 213707 0 19861 ANTHONY YOUNG VP FPO 45.00 X 167096 0 27400 BRIAN HARKINS VP HUMAN RESOURCES 45.00 X 166674 0 27689 JASON ZELINKO AVP INSTITUTIONAL PARTNERS 45.00 X 179136 0 5002 3437807 0 353822 44 0 1 0 UNIVERSAL PROTECTION SERVICE LP PO BOX 828854 PHILADELPHIA PA 191828854 BUILDING SECURITY SERVICES 3725900 VOLPATT CONSTRUCTION CORPORATION 100 CASTLEVIEW ROAD PITTSBURGH PA 15234 CONSTRUCTION 1737704 JLB & ASSOCIATES 600 MAIN STREET SHARPSBURG PA 15215 BUILDING SECURITY SERVICES 1366642 DESMONE & ASSOCIATES 3400 BUTLER STREET PITTSBURGH PA 15201 ARCHITECTS 1255588 SIEGES DUCHARME INTERNATIONAL 9275 LEROYER STREET ST LEONARD QUEBEC CA CONSTRUCTION 944559 38 3567739 452095 517813 12358638 17318971 725483 34215256 ADMISSIONS 713990 9538258 9538258 SPONSORSHIP FEES 713990 2607975 2607975 TUITIONS 713990 2131276 2131276 CONTRACT REVENUE FEES 713990 726353 726353 MEMBERSHIPS 713990 625335 625335 3091859 3033784 58075 18721056 4557914 356932 4200982 5084 5084 4567127 1539857 3027270 3027270 2674699 352571 12389475 578831 11810644 11810644 11810644 52925 452095 669317 -616392 -616392 4713849 3218330 1495519 1495519 73216351 20225224 767578 18008293 2762561 1151298 1611263 92875 92875 29820982 22096871 3625339 4098772 511934 344796 86542 80596 4505897 3667353 334464 504080 2319895 1723302 292281 304312 458110 264471 186483 7156 161921 161921 131106 131106 334157 334157 4779350 3599164 450050 730136 1207678 1099873 81861 25944 2363636 1849907 122050 391679 1799133 1453617 127043 218473 4759165 4398435 322750 37980 919633 822413 45053 52167 109894 76169 20229 13496 591956 116759 475197 7000442 6790429 140009 70004 867718 850168 11700 5850 EXHIBTIONS/PRODUCTION 5212645 5117620 55514 39511 FACILITIES OTHER 5175810 5158504 10499 6807 COLLECTIONS/PURCHASES 5151808 5151808 REPAIRS & MAINTENANCE 1007246 982946 22011 2289 2113192 1351906 293778 467508 84158744 68160684 8941300 7056760 50850 32451 8611517 16104952 26412348 16255599 3330692 2444952 980713 1083399 1684379 2535173 221203245 134418517 82625331 86784728 299784373 334918048 140566015 132827542 564046218 592986844 10368530 12584962 155037 217613 2770000 11745000 11745000 25038567 24547575 X 116108828 119433225 422898823 449006044 539007651 568439269 564046218 592986844 -10942393 40374011 0 X X 0 1 X 1 1 1 X 21069751 36427047 47658681 40914084 34215256 180284819 21069751 36427047 47658681 40914084 34215256 180284819 30640765 149644054 5831799 3596648 5074204 5343414 4562998 24409063 103285 476584 3354392 274347 310314 4518922 209212804 122117576 0.71530 0.66260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 131106 131106 84027638 84158744 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 38525 62030 125816 131107 357478 250000 250000 250000 250000 1000000 1500000 X X X X 0 414230323 5957000 53889157 22543000 325157 451208323 497673323 3064000 -65844141 20376000 286859 414230323 417069323 2003000 98418081 19423000 394081 497673323 376854323 1529000 58049260 19030000 333260 417069323 334163323 2176000 59047031 18188000 344031 376854323 0.14500 0.83800 0.01700 1 1 1 7586525 7586525 177547698 105940339 71607359 36069022 28478178 7590844 86784728 LIMITED PARTNERSHIPS 132827542 F 132827542 X 118682500 40374012 5427504 45801516 72880984 325157 10210 335367 73216351 89250881 5427504 5427504 83823377 325157 10210 335367 84158744 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 $5,151,808 IN 2023). 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, 2023 AND 2022 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, 2023 AND 2022. THE INSTITUTE ACCRUED TAX LIABILITIES OF $120,803 AND $107,736 RELATED TO ACTIVITY REPORTED ON IRS FORM 990-T FOR THE YEARS ENDED DECEMBER 31, 2023 AND DECEMBER 31, 2022. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES IN ANY MAJOR TAX JURISDICTION FOR YEARS ENDED BEFORE DECEMBER 31, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 3,218,330. COST OF RENTALS 1,539,857. COST OF FUNDRAISING 669,317. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING REVENUE 10,210. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 3,218,330. COST OF RENTALS 1,539,857. COST OF FUNDRAISING 669,317. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING REVENUE 10,210. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GIFTS RECEIVED GENERAL EDUCATION EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EXHIBIT & RESEARCH TRAVEL 5094 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES REVENUE EXHIBITS & LOAN FEES EAST ASIA AND THE PACIFIC 0 0 GIFTS RECEIVED CARNEGIE INTERNATIONAL EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES EXHIBIT & RESEARCH TRAVEL 193584 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICE REVENUE EXIBITS, LOAN FEES EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICE REVENUE MEMBERSHIPS MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES EXHIBIT & RESEARCH TRAVEL 16805 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICE REVENUE EXHIBITS/COLLECTIONS MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICE REVENUE MEMBERSHIPS NORTH AMERICA 0 0 PROGRAM SERVICES EXHIBIT & RESEARCH TRAVEL 2008 NORTH AMERICA 0 0 PROGRAM SERVICE REVENUE MEMBERSHIPS NORTH AMERICA 0 0 PROGRAM SERVICE REVENUE VIDEO RENTAL SOUTH AMERICA 0 0 PROGRAM SERVICE REVENUE EXHIBIT & RESEARCH TRAVEL 3153 SOUTH AMERICA 0 0 PROGRAM SERVICE REVENUE MEMBERSHIPS SOUTH ASIA 0 0 GIFTS RECEIVED CARNEGIE INTERNATIONAL EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GIFTS RECEIVED CARNEGIE INTERNATIONAL, ADVISORY BOARD CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 8245241 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 1754500 NORTH AMERICA 0 0 INVESTMENTS 2809033 0 0 0 0 0 0 215483 12813935 13029418 0 0 0 0 0 0 ART PARTY 217575 184695 32880 2464 150580 347 GEEK OUT GALA 156445 146235 10210 2387 67835 56601 1 131000 121165 9835 1000 75008 313095 505020 452095 52925 4851 219415 75008 370043 669317 -616392 X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 STEVEN KNAPP PRESIDENT/CEO 481977 0 12500 0 5562 0 13199 0 40478 0 553716 0 0 0 KEVIN HILES COO, EXECUTIVE VP 288576 0 7500 0 3045 0 11677 0 35946 0 346744 0 0 0 PATRICK MOORE DIRECTOR AWM 252378 0 7500 0 2492 0 10253 0 19516 0 292139 0 0 0 GRETCHEN BAKER DIRECTOR CMNH 257789 0 5000 0 612 0 7421 0 20559 0 291381 0 0 0 ERIC CROSBY HENRY J HEINZ II DIRECTOR 259804 0 7500 0 406 0 10436 0 7453 0 285599 0 0 0 JASON BROWN HENRY BUHL JR DIRECTOR CSC 257468 0 5000 0 892 0 10257 0 8563 0 282180 0 0 0 FRANK CARDIELLO TREASURER; VP FINANCE; CFO 229562 0 5000 0 2282 0 9357 0 21378 0 267579 0 0 0 MARIA BERNIER SECRETARY; GENERAL COUNSEL 212148 0 7500 0 1380 0 1656 0 16693 0 239377 0 0 0 GINA WINSTEAD VP INCLUSION DIVERSITY EQUITY ACCESS 210901 0 2500 0 306 0 1892 0 17969 0 233568 0 0 0 NICOLE BECHTOLD ASSOCIATE GENERAL COUNSEL 201996 0 7100 0 278 0 7842 0 5285 0 222501 0 0 0 EDWARD MOTZNIK VP TECHNOLOGY 182679 0 3500 0 1768 0 7343 0 8558 0 203848 0 0 0 ANTHONY YOUNG VP FPO 160548 0 5000 0 1548 0 6648 0 20752 0 194496 0 0 0 BRIAN HARKINS VP HUMAN RESOURCES 161134 0 5000 0 540 0 6648 0 21041 0 194363 0 0 0 JASON ZELINKO AVP INSTITUTIONAL PARTNERS 175769 0 3000 0 367 0 4379 0 623 0 184138 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 111 0 N/A X 49 725483 FMV X 13 0 N/A X 8160 0 N/A 4 0 1 1 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 M, PART I, COLUMN (B): EXCEPT FOR LINE 9, PART I COLUMN (B) REFLECTS THE NUMBER OF ITEMS RECEIVED FROM 72 DONATIONS, 6 OF WHICH WERE REQUIRED TO BE ACKNOWLEDGED ON FORM 8283. PART I COLUMN (B) REFLECTS THE NUMBER OF INDIVIDUAL CONTRIBUTIONS OF STOCK. FORM 990, PART VI, SECTION A, LINE 2 FAMILY/BUSINESS RELATIONSHIPS BETWEEN OFFICER/DIRECTOR/KEY EMPLOYEE: 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. COMPENSATION OF KEY EMPLOYEES IS REVIEWED AND APPROVED BY THEIR DIRECT SUPERVISORS. 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 XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING TAX YEAR 2023. CARNEGIE INSTITUTE TRUST 4400 FORBES AVENUE PITTSBURGH PA 15213 276667826 INVESTMENT PA 54590000 451208000 CARNEGIE INSTITUTE CI4 VENTURES LLC 4400 FORBES AVENUE PITTSBURGH PA 15213 872586995 REAL ESTATE PURCHASES FOR AWM EXPANSION PA 23 1048562 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