2025-05-14T09:17:49-05:00 2024-06-30 PwC US Tax LLP 655 NEW YORK AVENUE NW SUITE 1100 WASHINGTON DC 20001 990 2023-07-01 250969449 Carnegie Mellon University % CARRIE NELSON CARN 4122681358 5000 FORBES AVENUE PITTSBURGH PA 15213 ANGELA BLANTON V PRES/CFO 4122681358 2025-05-07 true true TRAVIS L PATTON P00369623 2024141000 2025-05-01 2023 2025-03-06 01:10:19Z FARNAM JAHANIAN 5000 FORBES AVENUE PITTSBURGH PA 15213 3103333770 false X WWW.CMU.EDU X 1900 PA HIGHER EDUCATION AND RESEARCH. 39 35 16494 35 4412655 0 711410210 655006770 1039367090 1071459138 120396147 268171076 10654587 8435000 1881828034 2003071984 269831597 295492043 0 0 959290440 1029686264 441019 482690 33750229 411413047 451320448 1640976103 1776981445 240851931 226090539 6841480872 7165712587 1286306566 1301691504 5555174306 5864021083 X TO CREATE A TRANSFORMATIVE EDUCATIONAL EXPERIENCE FOR STUDENTS FOCUSED ON DEEP DISCIPLINARY KNOWLEDGE; PROBLEM SOLVING; LEADERSHIP, COMMUNICATION, AND INTERPERSONAL SKILLS; AND PERSONAL HEALTH AND WELL-BEING. TO CULTIVATE A TRANSFORMATIVE UNIVERSITY COMMUNITY COMMITTED TO (A) ATTRACTING AND RETAINING DIVERSE, WORLD-CLASS TALENT; (B) CREATING A COLLABORATIVE ENVIRONMENT OPEN TO THE FREE EXCHANGE OF IDEAS, WHERE RESEARCH, CREATIVITY, INNOVATION, AND ENTREPRENEURSHIP CAN FLOURISH; AND (C) ENSURING INDIVIDUALS CAN ACHIEVE THEIR FULL POTENTIAL. TO IMPACT SOCIETY IN A TRANSFORMATIVE WAY - REGIONALLY, NATIONALLY, AND GLOBALLY - BY ENGAGING WITH PARTNERS OUTSIDE THE TRADITIONAL BORDERS OF THE UNIVERSITY CAMPUS. false false 987939035 255311479 967094802 INSTRUCTION: CARNEGIE MELLON IS A HYBRID OF A TECHNICAL INSTITUTE, FINE-ARTS CONSERVATORY AND TRADITIONAL RESEARCH UNIVERSITY, HAVING EVOLVED IN RESPONSE TO EMERGING SOCIAL NEEDS AND INTELLECTUAL DEVELOPMENT OF THE PAST CENTURY. UNITING TECHNOLOGY AND ARTS, FUSING THE PRACTICAL WITH THE IMAGINATIVE, MAINTAINING ITS EDUCATIONAL EMPHASIS ON DEVELOPING SKILLS TO SOLVE PROBLEMS. INCLUDES 7 COLLEGES AND SCHOOLS OFFERING DEGREE PROGRAMS AND MORE THAN 100 MAJORS AND MINORS TO APPROXIMATELY 16,300 UNDERGRADUATES, GRADUATES AND DOCTORAL STUDENTS. INSTRUCTION INCLUDES ACADEMIC SUPPORT AND STUDENT SERVICES. CARNEGIE MELLON HAS ITS MAIN CAMPUS IN PITTSBURGH, SATELLITE CAMPUSES IN SILICON VALLEY AND DOHA, QATAR, AND DEGREE-GRANTING PROGRAMS IN COORDINATION WITH GLOBAL PROGRAMS INCLUDING PORTUGAL, RWANDA, AND THAILAND. NATIONALLY AND GLOBALLY, CARNEGIE MELLON HAS BECOME A MAJOR VOICE OF CONNECTIVITY IN TECHNOLOGY, EXPANSION OF EDUCATIONAL OPPORTUNITY AND ECONOMIC DEVELOPMENT. 436865639 40180564 0 RESEARCH: CARNEGIE MELLON HOLDS A PROUD VISION OF ITSELF AS A DISTINCTIVE AND DIFFERENT KIND OF RESEARCH UNIVERSITY WHERE NATIONALLY RECOGNIZED PROGRAMS FROM ACROSS THE LEADING DISCIPLINES, FROM COMPUTING AND ENGINEERING TO FINE ARTS, INTERSECT. IT IS A DECENTRALIZED COMMUNITY OF SCIENTISTS AND INTELLECTUALS, ARTISTS AND POLICYMAKERS, BUSINESS EXPERTS AND POETS. THE DIVERSE AND DECENTRALIZED COMMUNITY THAT CHARACTERIZES CARNEGIE MELLON CULTURE RESTS ON A SET OF CORE UNDERPINNINGS AND A STRONG COMMITMENT TO REAL-WORLD PROBLEM SOLVING, INTERDISCIPLINARY COLLABORATION AND HARD WORK, COMBINED WITH JOIE DE VIVRE. EACH OF THESE REQUIRES CONNECTIONS AMONG ENGINEERING, SCIENCE, POLICY AND MANAGEMENT, AND THE ARTS. BASIC RESEARCH IS PERFORMED IN ALL 7 COLLEGES AND SCHOOLS AND THE SOFTWARE ENGINEERING INSTITUTE. CARNEGIE MELLON IS ALSO THE HOME OF NUMEROUS RESEARCH INSTITUTES AND CENTERS FOCUSING ON SOME OF THE WORLD'S GREATEST CHALLENGES. CARNEGIE MELLON'S RESEARCH-INTENSIVE ENVIRONMENT PROVIDES A RICH SETTING FOR THE UNIVERSITY'S EDUCATIONAL OFFERINGS AND ASPIRATIONS. THE SEARCH FOR NEW KNOWLEDGE AND A SPIRIT OF ONGOING CRITICAL INQUIRY ARE THE IDEALS THAT PERMEATE ITS APPROACH TO TEACHING AND ITS EXPECTATIONS FOR WHAT STUDENTS WILL ACHIEVE. 145686418 0 93854481 AUXILIARY SERVICES: SERVICES TO SUPPORT THE INSTRUCTION AND RESEARCH FUNCTIONS OF THE UNIVERSITY. 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OF FINANCE & CFO 50.0 1.0 X 485263 0 82405 STAN WADDELL VP FOR INFO TECH & CHIEF INFO 50.0 0.0 X 443487 0 119414 NICHOLAS SCIBETTA FORMER OFFICER 0.0 0.0 X 469308 0 60669 JONATHAN CAGAN FORMER KE/PROFESSOR 50.0 0.0 X 392842 0 90723 GINA CASALEGNO VP FOR STUD AFF & DEAN OF STUD 50.0 0.0 X 420928 0 58955 LAURIE WEINGART EX-OFFICIO TRUSTEE/PROFESSOR 50.0 2.0 X 391676 0 49475 PAM EAGER INT VP FOR UNIV ADV(AS OF 6/24 50.0 0.0 X 379851 0 58722 TOM MITCHELL FORMER KE/PROFESSOR 50.0 0.0 X 365555 0 45587 CARRIE NELSON ASSISTANT TREASURER 50.0 1.0 X 308516 0 27444 JOHN DOLAN TREASURER 50.0 0.0 X 279004 0 49964 KATE LIPPERT ASSISTANT SEC. 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EQUITY 1246789618 F AGGRESS.,DISTRESS. & ARBIT FIX 36193684 F NATURAL RESOURCES 143482732 F HEDGE FUNDS 335253301 F LOCAL REGION 7607551 F EMERGING MARKET 349491436 F 2291787007 0 CONTRACT RETENTIONS 7923214 GATE STUDENT LOAN PROGRAM 75844 ASSET RETIREMENT OBLIGATION-FIN 47 4791449 FEDERAL LOAN PROGRAMS & STUDENT DEPOSITS 4449714 PRESENT VALUE OF ANNUITIES DUE 14211531 SWAP AGREEMENTS/CONTRACTS 4389571 FEDERAL, STATE, AND LOCAL TAXES PAYABLE 1058183 MISC. OTHER LIABILITIES 9029 PV ANNUITIES FOR PROPERTY ACQS 2134710 RIGHT OF USE LIABILITY 136513883 AGENCY FUNDING 32504 175589632 X PART III, LINE 4: CARNEGIE MELLON UNIVERSITY MAINTAINS VARIOUS COLLECTIONS INCLUDING COLLECTIONS OF ART, HISTORIC ARTIFACTS, AND OTHER SIMILAR ASSETS TO SUPPORT THE EDUCATION AND RESEARCH FUNCTIONS OF THE UNIVERSITY. PART V, LINE 4: THE CARNEGIE MELLON ENDOWMENT IS A COLLECTION OF INDIVIDUAL FUNDS PRIMARILY ESTABLISHED BY DONORS AND MANAGED BY THE UNIVERSITY AS A POOLED SET OF ASSETS. IN ACCORDANCE WITH THE PENNSYLVANIA ACT 141 AND DONOR INTENT, THE UNIVERSITY SPENDS A PREDETERMINED PORTION OF THE ENDOWMENT INCOME EACH YEAR ON FACULTY SUPPORT, STUDENT SUPPORT, AND GENERAL UNIVERSITY SUPPORT. PART X, LINE 2: CARNEGIE MELLON IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS GENERALLY EXEMPT FROM INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE UNIVERSITY ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2024 AND 2023. THE UNIVERSITY'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS SUBSEQUENT TO JUNE 30, 2020. THE UNIVERSITY'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. true true true true true true true false false false false false false false false true false true PART I, LINE 3: THE UNIVERSITY'S NON-DISCRIMINATION POLICY (KNOWN AS THE STATEMENT OF ASSURANCE) APPEARS ON PRINTED MATERIALS USED TO COMMUNICATE WITH PROSPECTIVE AND CURRENT STUDENTS AS WELL AS EMPLOYEES OF CARNEGIE MELLON UNIVERSITY. ADDITIONALLY, THE STATEMENT OF ASSURANCE AND THE UNIVERSITY'S DISCRIMINATORY AND SEXUAL MISCONDUCT POLICY CAN BE FOUND ON CMU'S WEBSITE. PART I, LINE 6A: MONETARY GRANTS WERE RECEIVED FROM FEDERAL AND STATE AGENCIES TO PROVIDE ASSISTANCE TO STUDENTS ATTENDING CARNEGIE MELLON UNIVERSITY. true East Asia and the Pacific 0 0 Grantmaking INTERNATIONAL STUDIES 743801 Europe (Including Iceland and Greenland) 0 0 Grantmaking INTERNATIONAL STUDIES 2332377 Middle East and North Africa 0 0 Grantmaking INTERNATIONAL STUDIES 15325770 North America 0 0 Grantmaking INTERNATIONAL STUDIES 616563 Central America and the Caribbean 0 0 Grantmaking INTERNATIONAL STUDIES 50076 South America 0 0 Grantmaking INTERNATIONAL STUDIES 37105 South Asia 0 0 Grantmaking INTERNATIONAL STUDIES 5290 Sub-Saharan Africa 0 0 Grantmaking INTERNATIONAL STUDIES 17197555 Central America and the Caribbean 0 0 Program Services EDUCATION 158980 East Asia and the Pacific 0 1 Program Services EDUCATION 2950505 Europe (Including Iceland and Greenland) 0 0 Program Services EDUCATION 4284113 Middle East and North Africa 1 212 Program Services EDUCATION 55231728 North America 0 0 Program Services EDUCATION 637573 Russia and the Newly Independent States 0 0 Program Services EDUCATION 35478 South America 0 0 Program Services EDUCATION 280957 South Asia 0 0 Program Services EDUCATION 559595 Sub-Saharan Africa 2 285 Program Services EDUCATION 22084378 Central America and the Caribbean 0 0 Investments 1086018371 East Asia and the Pacific 0 0 Investments 21446319 Europe (Including Iceland and Greenland) 0 0 Investments 241228783 North America 0 0 Investments 45101124 Sub-Saharan Africa 0 0 Investments 51647516 3 498 0 0 3 498 122531844 1445442113 1567973957 Europe (Including Iceland and Greenland) SUBCONTRACTS 77544 EFT 0 N/A N/A Middle East and North Africa SUBCONTRACTS 665128 EFT 0 N/A N/A North America SUBCONTRACTS 40427 EFT 0 N/A N/A Europe (Including Iceland and Greenland) SUBCONTRACTS 139099 EFT 0 N/A N/A Sub-Saharan Africa SUBCONTRACTS 41750 EFT 0 N/A N/A Europe (Including Iceland and Greenland) SUBCONTRACTS 63734 EFT 0 N/A N/A Europe (Including Iceland and Greenland) SUBCONTRACTS 167528 EFT 0 N/A N/A North America SUBCONTRACTS 235537 EFT 0 N/A N/A Sub-Saharan Africa SUBCONTRACTS 16775 EFT 0 N/A N/A Europe (Including Iceland and Greenland) SUBCONTRACTS 172176 EFT 0 N/A N/A North America SUBCONTRACTS 128805 EFT 0 N/A N/A Europe (Including Iceland and Greenland) SUBCONTRACTS 93265 EFT 0 N/A N/A Middle East and North Africa SUBCONTRACTS 13754 EFT 0 N/A N/A North America SUBCONTRACTS 94138 EFT 0 N/A N/A East Asia and the Pacific SUBCONTRACTS 150000 EFT 0 N/A N/A Europe (Including Iceland and Greenland) SUBCONTRACTS 85876 EFT 0 N/A N/A Sub-Saharan Africa SUBCONTRACTS 14776 EFT 0 N/A N/A North America SUBCONTRACTS 55000 EFT 0 N/A N/A Europe (Including Iceland and Greenland) SUBCONTRACTS 84714 EFT 0 N/A N/A Sub-Saharan Africa SUBCONTRACTS 448770 EFT 0 N/A N/A Europe (Including Iceland and Greenland) SUBCONTRACTS 99080 EFT 0 N/A N/A Sub-Saharan Africa SUBCONTRACTS 486496 EFT 0 N/A N/A North America SUBCONTRACTS 10629 EFT 0 N/A N/A Sub-Saharan Africa SUBCONTRACTS 26840 EFT 0 N/A N/A North America SUBCONTRACTS 50137 EFT 0 N/A N/A Sub-Saharan Africa SUBCONTRACTS 422445 EFT 0 N/A N/A East Asia and the Pacific SUBCONTRACTS 316236 EFT 0 N/A N/A Sub-Saharan Africa SUBCONTRACTS 578169 EFT 0 N/A N/A Sub-Saharan Africa SUBCONTRACTS 40000 EFT 0 N/A N/A South Asia SUBCONTRACTS 5290 EFT 0 N/A N/A Europe (Including Iceland and Greenland) SUBCONTRACTS 6500 EFT 0 N/A N/A Sub-Saharan Africa SUBCONTRACTS 75000 EFT 0 N/A N/A 15 17 STUDENT SCHOLARSHIPS Central America and the Caribbean 7 50076 CHECK;EFT 0 N/A N/A STUDENT SCHOLARSHIPS East Asia and the Pacific 11 277565 CHECK;EFT 0 N/A N/A STUDENT SCHOLARSHIPS Europe (Including Iceland and Greenland) 62 1328544 CHECK;EFT 0 N/A N/A STUDENT SCHOLARSHIPS Middle East and North Africa 321 14646888 CHECK;EFT 0 N/A N/A STUDENT SCHOLARSHIPS South America 1 37105 CHECK;EFT 0 N/A N/A STUDENT SCHOLARSHIPS Sub-Saharan Africa 313 15046535 CHECK;EFT 0 N/A N/A EDUCATION/RESEARCH SUBCONTRACTS Europe (Including Iceland and Greenland) 1 7500 CHECK;EFT 0 N/A N/A true false true true true true PART I, LINE 2: CMU DISTRIBUTES LIMITED FINANCIAL AID AND GRANT FUNDS TO STUDENTS AT ITS INTERNATIONAL LOCATIONS PURSUANT TO A STATISTICAL MODEL THAT TAKES INTO ACCOUNT A STUDENT'S INTENDED COLLEGE MAJOR, ACADEMIC AND ARTISTIC TALENTS, AS WELL AS FINANCIAL NEED. SUCH FUNDS ARE TYPICALLY APPLIED DIRECTLY TO THEIR INDIVIDUAL ACCOUNTS IN FURTHERANCE OF THEIR EDUCATION AT CMU. SPONSORED PROJECT FUNDS ARE PASSED THROUGH TO SUB-GRANTEE ORGANIZATIONS BY CARNEGIE MELLON WHEN SUCH SUB-GRANTEE ARRANGEMENTS ARE APPROVED BY THE PRIMARY GRANT SPONSOR. THESE FUNDS ARE MONITORED BY THE OFFICE OF SPONSORED PROJECTS AND SPONSORED PROJECTS ACCOUNTING. 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N/A N/A EDUCATION/RESEARCH UNIVERSITY OF WASHINGTON 3917 UNIVERSITY WAY NE SEATTLE WA 98195 916001537 115 1295563 0 N/A N/A EDUCATION/RESEARCH UNIVERSITY OF WISCONSIN MADISONTHE BOARD OF THE REGENTS OF UW SYSTEM DRAWER 538 GAR ACCOUNT MILWAUKEE WI 53715 391805963 115 628496 0 N/A N/A EDUCATION/RESEARCH UNIVERSITY OF WYOMING 1000 E UNIVERSITY AVE DEPT 4330 HILL HALL RM 534 OFC OF SPONSORED LARAMIE WY 82071 836000331 115 20186 0 N/A N/A EDUCATION/RESEARCH UNIVERSITY SYSTEM OF NEW HAMPSHIRE 5 CHENELL DR SUITE 301 CONCORD NH 03301 026000937 115 294130 0 N/A N/A EDUCATION/RESEARCH URBAN ACADEMY OF GREATER PITTSBURGH CHARTER SCHOOL 437 TURRETT STREET PITTSBURGH PA 15206 251814573 501(c)(3) 10000 0 N/A N/A PROGRAM SERVICE URSUS MEDICAL DESIGNS LLC 100 SANDUNE RD PITTSBURGH PA 15239 822761042 778000 0 N/A N/A EDUCATION/RESEARCH VANDERBILT UNIVERSITY 3319 WEST END AVE STE 700 NASHVILLE TN 37232 352528741 501(c)(3) 351193 0 N/A N/A EDUCATION/RESEARCH VERIS GROUP LLC PO BOX 220985 CHANTILLY VA 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WORCESTER MA 01609 042121659 501(c)(3) 43885 0 N/A N/A EDUCATION/RESEARCH YIYA SOLUTIONS INC PO BOX 144 CANTERBURY NH 03224 834259335 501(c)(3) 177361 0 N/A N/A EDUCATION/RESEARCH YORK COLLEGE OF PA 441 COUNTRY CLUB RD YORK PA 17403 231352698 501(c)(3) 68217 0 N/A N/A EDUCATION/RESEARCH ADVANCED OPTRONICS INC 4765 FORBES AVE PITTSBURGH PA 15213 862195421 205461 0 N/A N/A EDUCATION/RESEARCH 157 33 UNDERGRADUATE GRANTS AND SCHOLARSHIPS 3400 152773719 0 N/A N/A NON-DEGREE GRANTS AND SCHOLARSHIPS 341 3674738 0 N/A N/A GRADUATE SCHOLARSHIPS AND FELLOWSHIPS 4662 62554486 0 N/A N/A PART I, LINE 2: CMU DISTRIBUTES LIMITED FINANCIAL AID AND GRANT FUNDS TO INDIVIDUALS AND ORGANIZATIONS IN THE U.S. BASED ON A STATISTICAL MODEL THAT TAKES INTO ACCOUNT A STUDENT'S INTENDED COLLEGE MAJOR, ACADEMIC AND ARTISTIC TALENTS, AS WELL AS FINANCIAL NEED. FOR STUDENTS, SUCH FUNDS ARE TYPICALLY APPLIED DIRECTLY TO THEIR INDIVIDUAL ACCOUNTS IN FURTHERANCE OF THEIR EDUCATION AT CMU. OTHER TYPES OF GRANTS AND ASSISTANCE MIGHT INCLUDE, FOR EXAMPLE, RECIPIENTS OF PRIZES AND AWARDS WHO HAVE MET THE SPECIFIC CRITERIA FOR THE PARTICULAR PRIZE OR AWARD TO BE SELECTED. IN THE CASE OF SCHOLARSHIPS AND FELLOWSHIPS, THE RECIPIENT IS OFTEN REQUIRED TO UTILIZE THE FUNDS IN FURTHERANCE OF THEIR EDUCATION AND RESEARCH AT CMU. GRANTS ARE ALSO MADE IN THE CONTEXT OF ACADEMIC OR RESEARCH PROGRAMS AND RECIPIENTS SPEND THEIR GRANT FUNDS UNDER THE SUPERVISION OF THE PROGRAM FOR THE USE OF THE FUNDS. SPONSORED PROJECT FUNDS ARE PASSED THROUGH TO SUB-GRANTEE ORGANIZATIONS BY CARNEGIE MELLON WHEN SUCH SUB-GRANTEE ARRANGEMENTS ARE APPROVED BY THE PRIMARY GRANT SPONSOR. FUNDS ARE SPENT UNDER THE SUPERVISION OF THE PRINCIPAL INVESTIGATORS AND ARE ACCOUNTABLE TO FEDERAL AND SPONSOR TERMS AND CONDITIONS. X X X X X X X true true X X X X X X true true false false false false false true false EDWARD J GREFENSTETTE TRUSTEE(PRES/CEO,DIETRICH FDN) 0 829908 0 1140000 0 218556 0 1244770 0 27833 0 3461067 0 1351010 FARNAM JAHANIAN PRESIDENT/EX-OFFICIO TRUSTEE 1327916 25000 400000 0 774968 0 26400 0 158653 0 2687937 25000 0 0 CHARLES A KENNEDY CHIEF INVESTMENT OFFICER 525150 0 885236 0 48195 0 862196 0 33944 0 2354721 0 780931 0 MICHAEL TRICK DEAN, QATAR CAMPUS 469509 0 0 0 476137 0 26400 0 97115 0 1069161 0 0 0 SCOTT MORY V.P. FOR UNIV. ADV.(EXIT 5/24) 603669 0 200000 0 43379 0 26400 0 14761 0 888209 0 0 0 JAMES H GARRETT PROVOST & CAO 684480 0 50000 0 66398 0 26400 0 31921 0 859199 0 0 0 MARY JO DIVELY VP/GEN. COUN & SEC. OF THE COR 684733 0 35000 0 75583 0 26400 0 25953 0 847669 0 0 0 ISABELLE BAJEUX BESNAINOU PROF.& DEAN, TEPPER SCH.OF BUS 660498 0 0 0 45938 0 32274 0 29296 0 768006 0 0 0 KRZYSZTOF MATYJASZEWSKI JC WARNER UNIV. PROF. OF NAT. 632970 0 0 0 47227 0 32274 0 18408 0 730879 0 0 0 PAUL D NIELSEN DIRECTOR & CEO, SEI 629573 0 0 0 45561 0 26400 0 10522 0 712056 0 0 0 DARYL WEINERT V.P. FOR OPERATIONS 511591 0 25000 0 25347 0 26400 0 45674 0 634012 0 0 0 DAVID STEIER PROF, HEINZ COLLEGE OF INFO SY 159458 0 0 0 423302 0 16607 0 22689 0 622056 0 0 0 MARTIAL HEBERT PROF. & DEAN, SCH OF COMP SCIE 521943 0 0 0 31611 0 32274 0 29235 0 615063 0 0 0 THERESA MAYER V.P. FOR RESEARCH 438113 0 10000 0 27004 0 26400 0 96338 0 597855 0 0 0 WILLIAM SANDERS PROF. & DEAN, COLLEGE OF ENGIN 532462 0 0 0 16446 0 32274 0 5717 0 586899 0 0 0 ANGELA BLANTON V.P. OF FINANCE & CFO 435303 0 15000 0 34960 0 26400 0 56005 0 567668 0 0 0 STAN WADDELL VP FOR INFO TECH & CHIEF INFO 380016 0 15000 0 48471 0 26400 0 93014 0 562901 0 0 0 NICHOLAS SCIBETTA FORMER OFFICER 141770 0 0 0 327538 0 17080 0 43589 0 529977 0 110725 0 JONATHAN CAGAN FORMER KE/PROFESSOR 332272 0 0 0 60570 0 26400 0 64323 0 483565 0 0 0 GINA CASALEGNO VP FOR STUD AFF & DEAN OF STUD 374357 0 15000 0 31571 0 26400 0 32555 0 479883 0 0 0 LAURIE WEINGART EX-OFFICIO TRUSTEE/PROFESSOR 349050 0 0 0 42626 0 28437 0 21038 0 441151 0 0 0 PAM EAGER INT VP FOR UNIV ADV(AS OF 6/24 345849 0 10000 0 24002 0 26400 0 32322 0 438573 0 0 0 TOM MITCHELL FORMER KE/PROFESSOR 326530 0 0 0 39025 0 26063 0 19524 0 411142 0 0 0 CARRIE NELSON ASSISTANT TREASURER 304131 0 0 0 4385 0 24393 0 3051 0 335960 0 0 0 JOHN DOLAN TREASURER 277388 0 0 0 1616 0 23328 0 26636 0 328968 0 0 0 KATE LIPPERT ASSISTANT SEC. OF THE CORP. 139341 0 3000 0 1914 0 12168 0 27973 0 184396 0 0 0 PART I, LINE 1A: ALL ITEMS CHECKED IN LINE 1A ARE PROVIDED TO OR FOR A PERSON LISTED IN FORM 990, PART VII TO FURTHER THE BUSINESS, EDUCATIONAL, AND RESEARCH MISSION OF THE UNIVERSITY PURSUANT TO FEDERAL TAX REGULATIONS, IRS ACCOUNTABLE PLAN RULES, AND THE UNIVERSITY'S POLICIES AND PROCEDURES, NONTAXABLE BENEFITS DISCLOSED IN COLUMN D INCLUDE, FOR EXAMPLE, CONTRIBUTIONS TO EMPLOYER HEALTH AND WELFARE PLANS AND QUALIFIED TUITION BENEFITS. PART I, LINE 4A: EFFECTIVE MAY 1, 2023, NICHOLAS SCIBETTA WAS NO LONGER EMPLOYED BY THE UNIVERSITY. IN CONJUNCTION WITH HIS DEPARTURE, THE UNIVERSITY AND NICHOLAS SCIBETTA NEGOTIATED SEVERANCE BENEFITS. NICHOLAS SCIBETTA'S PAID SEVERANCE BENEFITS, TOTALING $258,805 ARE REPORTED IN PART II, COLUMN (B). PART I, LINE 4B: FARNAM JAHANIAN PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN.THESE BENEFITS ARE REPORTED IN PART II, COLUMN (B). PART I, LINE 7: ALL BONUSES PAID WERE AWARDED AS A RESULT OF PERFORMANCE AND WERE APPROVED BY THE COMPENSATION COMMITTEE. A Allegheny County Higher Education Building Authori 251650137 01728RES4 2008-04-10 120820000 See Part VI false false false B Allegheny County Higher Education Building Authori 251650137 01728RMP1 2017-07-19 77823681 See Part VI true false false C Allegheny County Higher Education Building Authori 251650137 01728RMX4 2019-01-23 120435248 See Part VI true false false D Allegheny County Higher Education Building Authori 251650137 01728RNC9 2020-02-05 60806037 See Part VI false false false A 0 0 120821573 0 0 0 493831 0 0 0 120327742 0 true false true true B 0 605000 77839863 0 0 0 341465 0 0 0 77498398 0 true false true true C 60140000 0 120495357 0 0 0 418774 0 0 0 120076497 86 true false true true D 0 0 60952282 0 2188 0 287917 0 0 60662177 0 0 2023 false false false true A false true true true true true 0.00000 0.00000 0.00000 false false true B false true true true true true 0.00000 0.00000 0.00000 false false true C false true true true true true 0.00000 0.00000 0.00000 false false true D false true true true false 0.00000 0.00000 0.00000 false false true A false false false true true false 0 false 0 false true B false false true true false false 0 false 0 false true C false false true true true false 0 false 0 false true D false true false false false false 0 false 0 true true A true B true C true D true ENTITY 1: Column A: Part I(f) - Bonds current refunded Series 2006AB Bonds (issued December 13, 2006) and Series 2007 Bonds (issued March 1, 2007). Column A: The difference between Part I(e) and Part II, Line 3 is due to interest earnings on bond proceeds. Column A: Part II, Line 13 - Since proceeds of the Bonds were issued for refunding purposes, the year of substantial completion is not applicable. Column A: Part III, Line 7 - As provided in Treasury Regulation Section 1.141-4(c)(2)(i)(B), the amount of private payments taken into account under the private security or payment test may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount stated in Part III, Line 6. The organization has not undertaken an analysis of the private security or payment test with respect to the bonds, as the level of private business use and/or unrelated trade or business use reported in Part III, Line 6 is not in excess of amounts permitted under Section 145 of the Code. Column A: Part IV, Line 2(c) - The most recent rebate report was prepared by the Borrower and dated August 16, 2023. Column B: Part I(f) - The Bonds current refunded portions of the Series 2009 Bonds (issued August 20, 2009) and Taxable Commercial Paper Notes (issued February 24, 2015). Column B: The difference between Part I(e) and Part II, Line 3 is due to interest earnings on bond proceeds. Column B: Part II, Line 13 - Since proceeds of the Bonds were issued for refunding purposes, the year of substantial completion is not applicable. Column B: Part III, Line 7 - As provided in Treasury Regulation Section 1.141-4(c)(2)(i)(B), the amount of private payments taken into account under the private security or payment test may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount stated in Part III, Line 6. The organization has not undertaken an analysis of the private security or payment test with respect to the bonds, as the level of private business use and/or unrelated trade or business use reported in Part III, Line 6 is not in excess of amounts permitted under Section 145 of the Code. Column B: Part IV, Line 2(b) - The Bonds have met the 6-month expenditure exception to the rebate requirement. Column B: Part IV, line 2(c) - The Bonds have met an exception to the rebate requirement; and therefore, no rebate has been, or ever will be, due on the Bonds. Column C: Part I(f) - The Bonds were issued to refund Series 2009 Bonds on August 20, 2009. Column C: The difference between Part I(e) and Part II, Line 3 is due to interest earnings on bond proceeds. Column C: Part II, Line 13 - Since proceeds of the Bonds were issued for refunding purposes, the year of substantial completion is not applicable. Column C: Part III, Line 7 - As provided in Treasury Regulation Section 1.141-4(c)(2)(i)(B), the amount of private payments taken into account under the private security or payment test may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount stated in Part III, Line 6. The organization has not undertaken an analysis of the private security or payment test with respect to the bonds, as the level of private business use and/or unrelated trade or business use reported in Part III, Line 6 is not in excess of amounts permitted under Section 145 of the Code. Column C: Part IV, Line 2(b) - The Bonds have met the 6-month expenditure exception to the rebate requirement. Column C: Part IV, Line 2(c) - The Bonds have met an exception to the rebate requirement; and therefore, no rebate has been, or ever will be, due on the Bonds. Column D: Part I(f) - The Bonds were issued to finance new construction. Column D: The difference between Part I(e) and Part II, Line 3 is due to interest earnings on bond proceeds. Column D: Part III, Line 7 - As provided in Treasury Regulation Section 1.141-4(c)(2)(i)(B), the amount of private payments taken into account under the private security or payment test may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount stated in Part III, Line 6. The organization has not undertaken an analysis of the private security or payment test with respect to the bonds, as the level of private business use and/or unrelated trade or business use reported in Part III, Line 6 is not in excess of amounts permitted under Section 145 of the Code. A Allegheny County Higher Education Building Authori 251650137 01729ELA3 2022-01-27 83168063 See Part VI false false false B Allegheny County Higher Education Building Authori 251650137 01729ELB1 2022-02-16 32395500 See Part VI false false false C Allegheny County Higher Education Building Authori 251650137 01729ELC9 2023-07-19 52360694 See Part VI false false false D Allegheny County Higher Education Building Authori 251650137 01729ELD7 2024-01-25 60495795 See Part VI false false false A 0 0 83168064 0 0 0 363064 0 0 0 82805000 0 true false false true B 0 0 34967682 0 0 0 113172 0 0 11819138 0 23035372 false false false true C 0 0 52361137 0 0 0 244854 0 0 0 52116283 0 true true false true D 0 0 60495795 0 0 0 292311 0 0 0 60203484 0 true false false true A false 0 B false false false false 0.00000 0.00000 0.00000 false false true C false true true true true true 0.00000 0.00000 0.00000 false false true D false true true true true true 0.00000 0.00000 0.00000 false false true A false true true false true false 0 false 0 false true B false true false false false false 0 false 0 false true C false true true false false false 0 false 0 false true D false true true false false false 0 false 0 false true A true B true C true D true ENTITY 2: Column A: Part I(f) - The Bonds current refunded the Series 2012B Reissued Bonds (issued December 27, 2017) and Series 2012A Bonds (issued March 1, 2012). Column A: Part II, Line 13 - Since proceeds of the Bonds were issued for refunding purposes, the year of substantial completion is not applicable. Column A: Part III - Because proceeds of the Bonds were used to refund bonds issued before January 1, 2003, the Issuer has not completed Part III with respect to the Bonds. Column A: Part IV, Line 2(b) - The Bonds have met the 6-month expenditure exception to the rebate requirement. Column A: Part IV, Line 2(c) - The Bonds have met an exception to the rebate requirement; and therefore, no rebate has been, or ever will be, due on the Bonds. Column B: Part I(f) - The Bonds were issued to finance new construction. Column B: The difference between Part I(e) and Part II, Line 3 is due to interest earnings on bond proceeds. Column B: Part III, Line 7 - As provided in Treasury Regulation Section 1.141-4(c)(2)(i)(B), the amount of private payments taken into account under the private security or payment test may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount stated in Part III, Line 6. The organization has not undertaken an analysis of the private security or payment test with respect to the bonds, as the level of private business use and/or unrelated trade or business use reported in Part III, Line 6 is not in excess of amounts permitted under Section 145 of the Code. Column C: Part I(f) - The Bonds refunded the Series 2013 Bonds issued on February 14, 2013 and the CP Notes issued on 1/14/2021. Column C: Part II, Line 3 - The total proceeds shown in Part II, Line 3 differs from the Issue Price shown in Part I, (e) due to interest earnings on invested proceeds. Column C: Part II, Line 13 - Since proceeds of the Bonds were issued for refunding purposes, the year of substantial completion is not applicable. Column C: Part III, Line 7 - As provided in Treasury Regulation Section 1.141-4(c)(2)(i)(B), the amount of private payments taken into account under the private security or payment test may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount stated in Part III, Line 6. The organization has not undertaken an analysis of the private security or payment test with respect to the bonds, as the level of private business use and/or unrelated trade or business use reported in Part III, Line 6 is not in excess of amounts permitted under Section 145 of the Code. Column C: Part IV, Line 2(b) - The Bonds have met the 6-month expenditure exception to the rebate requirement. Column C: Part IV, Line 2(c) - The Bonds have met an exception to the rebate requirement; and therefore, no rebate has been, or ever will be, due on the Bonds. Column D: Part I(f) - The Bonds refunded the Series 2019 Bonds issued on January 23, 2019. Column D: Part II, Line 13 - Since proceeds of the Bonds were issued for refunding purposes, the year of substantial completion is not applicable. Column D: Part III, Line 7 - As provided in Treasury Regulation Section 1.141-4(c)(2)(i)(B), the amount of private payments taken into account under the private security or payment test may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount stated in Part III, Line 6. The organization has not undertaken an analysis of the private security or payment test with respect to the bonds, as the level of private business use and/or unrelated trade or business use reported in Part III, Line 6 is not in excess of amounts permitted under Section 145 of the Code. Column D: Part IV, Line 2(b) - The Bonds have met the 6-month expenditure exception to the rebate requirement. Column D: Part IV, Line 2(c) - The Bonds have met an exception to the rebate requirement; and therefore, no rebate has been, or ever will be, due on the Bonds. R EAGER P. Eager - CMU Officer - Spouse of R. Eager - CMU Employee 10500 COMPENSATION FOR ENTREPRENEUR false H POSNER A. Molloy - CMU Officer and Trustee - Spouse of H. Posner - CMU Employee 20000 COMPENSATION FOR SPECIAL FACUL false L SMITH J. GARRETT - CMU OFFICER - BROTHER OF L. SMITH - CMU EMPLOYEE 95821 COMPENSATION FOR ASSOCIATE DIR false V WADDELL S. Waddell - CMU Officer - Father of V. Waddell - CMU Employee 10792 COMPENSATION FOR UNDERGRADUATE false SMITH POINT CAPITAL LLC K. BLOCK - CMU VOTING TRUSTEE-FOUNDER & CEO OF SMITH POINT- UNIVERSITY VENDOR 258061 PAYMENTS MADE TO SMITH POINT C false SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: R. EAGER (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: P. Eager - CMU Officer - Spouse of R. Eager - CMU Employee (C) AMOUNT OF TRANSACTION $ 10,500 (D) DESCRIPTION OF TRANSACTION: COMPENSATION FOR Entrepreneur in Residence (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: H. POSNER (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: A. Molloy - CMU Officer and Trustee - Spouse of H. Posner - CMU Employee (C) AMOUNT OF TRANSACTION $ 20,000 (D) DESCRIPTION OF TRANSACTION: COMPENSATION FOR Special Faculty Lecturer (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: L. SMITH (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: J. Garrett - CMU Officer - Brother of L. Smith - CMU Employee (C) AMOUNT OF TRANSACTION $ 95,821 (D) DESCRIPTION OF TRANSACTION: COMPENSATION FOR Associate Director of Student Accounts (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: V. WADDELL (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: S. Waddell - CMU Officer - Father of V. Waddell - CMU Employee (C) AMOUNT OF TRANSACTION $ 10,792 (D) DESCRIPTION OF TRANSACTION: COMPENSATION FOR Undergraduate - IT Services Associate (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: SMITH POINT CAPITAL LLC (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: K. BLOCK - CMU VOTING TRUSTEE - FOUNDER & CEO OF SMITH POINT - UNIVERSITY VENDOR (C) AMOUNT OF TRANSACTION $ 258,061 (D) DESCRIPTION OF TRANSACTION: PAYMENTS MADE TO SMITH POINT CAPITAL LLC FOR CAPITAL CALL (E) SHARING OF ORGANIZATION REVENUES? = NO X 258 7478031 FAIR MARKET VALUE X Extended Discount on Instrumentation 16 1067796 COST X Autonomous Vehicle 1 163800 FMV X Software Licenses 1 100000 FMV X Robotics 2 93005 FMV X Event Expenses 14 32975 COST X Piano 1 29500 FMV X VR Headsets 2 18985 COST X Technology Devices 1 17749 COST X Cryptocurrency 7 3170 FMV 3 false true true SCHEDULE M, PART I, COLUMN (B): THE NUMBER SHOWN IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS CARNEGIE MELLON UNIVERSITY RECEIVED FOR EACH TYPE OF PROPERTY FOR THE YEAR ENDED JUNE 30, 2024. SCHEDULE M, PART I, LINE 32b: BNY MELLON PERSHING, LLC IS USED BY CARNEGIE MELLON UNIVERSITY AS THE CLEARING BROKER FOR ALL ELECTRONIC STOCK TRANSFERS. FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: OTHER PROGRAM SERVICES: OTHER FEES AND MEMBERSHIPS, EXTERNAL SUPPORT AND SERVICES AND OTHER MISCELLANEOUS PROGRAM SERVICE REVENUE THAT SUPPORTS THE INSTRUCTION, RESEARCH, AND AUXILIARY FUNCTIONS OF THE UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 2: JAMES ROHR, EDWARD GREFENSTETTE, FARNAM JAHANIAN, AND JEANNE CUNICELLI HAVE A BUSINESS RELATIONSHIP. FARNAM JAHANIAN AND LIP-BU TAN HAVE A BUSINESS RELATIONSHIP. FARNAM JAHANIAN AND LANE BESS HAVE A BUSINESS RELATIONSHIP. EDWARD GREFENSTETTE AND JOEL ADAMS HAVE A BUSINESS RELATIONSHIP. KEITH BLOCK AND CHARLES KENNEDY HAVE A BUSINESS RELATIONSHIP. EDWARD FRANK AND LANE BESS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A: CARNEGIE MELLON HAS SIX EX-OFFICIO TRUSTEES WHO ARE MEMBERS OF THE BOARD OF TRUSTEES BY HOLDING THE FOLLOWING OFFICES: MAYOR OF THE CITY OF PITTSBURGH PRESIDENT OF COUNCIL OF THE CITY OF PITTSBURGH PRESIDENT OF CARNEGIE MELLON UNIVERSITY PRESIDENT OF CARNEGIE MELLON ALUMNI ASSOCIATION PRESIDENT OF THE ANDREW CARNEGIE SOCIETY OF CARNEGIE MELLON CHAIRMAN OF CARNEGIE MELLON FACULTY SENATE EX-OFFICIO TRUSTEES SHALL BE FULL VOTING MEMBERS OF THE BOARD OF TRUSTEES, WITH ALL RIGHTS AND RESPONSIBILITIES THERETO, EXCEPT AS FOLLOWS: THEY SHALL BE WELCOME AT ALL OPEN SESSIONS OF ALL FULL BOARD MEETINGS AND, IF REQUESTED BY THE CHAIR, AT CLOSED EXECUTIVE SESSIONS; AND THE PRESIDENT OF CARNEGIE MELLON UNIVERSITY SHALL HAVE NO VOTING RIGHTS WHEN SERVING AS A MEMBER OF THE AUDIT COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B: CARNEGIE MELLON UNIVERSITY'S TAX DEPARTMENT IS RESPONSIBLE FOR GATHERING RELEVANT INFORMATION AND PREPARING THE ANNUAL FORM 990. ONCE THE FORM IS COMPLETE IN DRAFT STATUS, IT IS REVIEWED WITH CARNEGIE MELLON'S INDEPENDENT CERTIFIED PUBLIC ACCOUNTING (CPA) FIRM. UPON COMPLETION OF INDEPENDENT REVIEW BY THE CPA FIRM, THE FORM IS REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND CHIEF FINANCIAL OFFICER, ASSOCIATE VICE PRESIDENT FOR FINANCE AND CONTROLLER, TAX DEPARTMENT AND THEN PROVIDED TO THE AUDIT COMMITTEE FOR APPROVAL. FINALLY, A COMPLETED COPY OF THE FORM IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: CARNEGIE MELLON REQUIRES EACH TRUSTEE, OFFICER, AND MEMBER OF SENIOR MANAGEMENT TO DISCLOSE ANNUALLY THE EXISTENCE OF ANY CIRCUMSTANCES THAT MIGHT CONSTITUTE A CONFLICT OF INTEREST WITH THE INSTITUTION, THE PROCESS IS INITIATED EACH FISCAL YEAR BY THE OFFICE OF THE SECRETARY OF THE CORPORATION SENDING AN ELECTRONIC CONFLICT OF INTEREST QUESTIONNAIRE TO THE ABOVE NOTED INDIVIDUALS. COMPLETED QUESTIONNAIRES ARE RETURNED TO THE SECRETARY OF THE CORPORATION FOR EVALUATION OF ACTUAL OR PERCEIVED CONFLICTS BY THE INSTITUTION, REVIEWED BY THE OFFICE OF GENERAL COUNSEL, AND ANNUAL REPORTING IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. ALL OFFICERS AND MEMBERS OF THE BOARD ARE REQUIRED TO DISCLOSE CONFLICTS TO THE SECRETARY OF THE CORPORATION AS THEY ARISE THROUGHOUT THE YEAR. FORM 990 , PART VI , SECTION B, LINE 15: THE COMPENSATION COMMITTEE ANNUALLY REVIEWS AND RECOMMENDS TO THE EXECUTIVE COMMITTEE FOR APPROVAL THE PRESIDENT'S SALARY, COMPENSATION, AND BENEFIT PACKAGE (TOTAL COMPENSATION), AND REVIEWS AND APPROVES THE TOTAL COMPENSATION OF THE PROVOST, VICE PRESIDENTS, DEANS, OFFICERS AND KEY EMPLOYEES. THE COMMITTEE OBTAINS APPROPRIATE ANALYSES AND STUDIES PREPARED BY THE ADMINISTRATION AND INDEPENDENT EXTERNAL SOURCES WITH RESPECT TO COMPENSATION FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS TO AID IN EVALUATING COMPENSATION AND BENEFIT PLAN LEVELS, PRACTICES AND STRATEGIES TO ENSURE THAT THE UNIVERSITY'S COMPENSATION LEVELS AND PRACTICES ARE COMPARABLE TO SIMILAR ORGANIZATIONS AND APPROPRIATE TO ATTRACT, OBTAIN AND RETAIN QUALIFIED PERSONNEL. THIS INCLUDES REVIEWING SURVEY DATA FOR SIMILAR POSITIONS AMONG A SELECT GROUP OF PEER INSTITUTIONS. THE COMMITTEE SUBMITS ITS RECOMMENDATIONS FOR THE PRESIDENT'S TOTAL COMPENSATION PACKAGE TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE EXECUTIVE COMMITTEE RECEIVES AN ANNUAL REPORT FROM THE UNIVERSITY'S COMPENSATION COMMITTEE INCLUDING SIGNIFICANT COMPENSATION AND BENEFIT PLAN POLICY CHANGES. IT REPORTS TO THE FULL BOARD ON THIS AND THE COMPETITIVENESS OF THE UNIVERSITY'S COMPENSATION LEVELS AND BENEFIT PLANS IN RELATION TO PEER INSTITUTIONS. FORM 990, PART VI, SECTION C, LINE 19: CARNEGIE MELLON'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION. THE DOCUMENTS ARE AVAILABLE UPON REQUEST OR CAN BE OBTAINED BY VISITING THE WEBSITE AT WWW.CMU.EDU. FORM 990, PART VII, SECTION A, LINE lA: THE BOARD OF TRUSTEES MAY GRANT THE STATUS OF EMERITUS TRUSTEE TO THOSE MEMBERS WHO HAVE MADE DISTINGUISHED CONTRIBUTIONS TO THE UNIVERSITY AND WHO HAVE ATTAINED AT LEAST AGE 60 OR A MAXIMUM OF AGE 75. THE BOARD OF TRUSTEES MAY, AT ANY TIME OR FROM TIME TO TIME CHANGE THE AGE AT WHICH TRUSTEES MUST BE GRANTED EMERITUS/A STATUS, OR RESIGN FROM THE BOARD. EMERITUS/A TRUSTEES SHALL BE WELCOME AT ALL FULL BOARD MEETINGS; ALL MEETINGS OF THE ADVANCEMENT, EDUCATIONAL AFFAIRS AND ENROLLMENT, AND RESEARCH, INNOVATION AND ENTREPRENEURSHIP COMMITTEES OF THE BOARD OF TRUSTEES; SHALL RECEIVE ALL NOTICES, MINUTES AND REPORTS OF SAID MEETINGS, SHALL BE FREE TO PARTICIPATE IN DISCUSSIONS, BUT SHALL BE WITHOUT A VOTE ON ANY MATTER. EMERITUS TRUSTEES SHALL BE WELCOME AT ALL BOARD AND UNIVERSITY EVENTS. THE FOLLOWING INDIVIDUALS WERE EMERITUS TRUSTEES OF CARNEGIE MELLON'S BOARD OF TRUSTEES: JOHN BERTUCCI, CAROL R. BROWN, ROBERT M. BROWN III, ERIC COOPER, ERROLL B. DAVIS, JR., W. LOGAN DICKERSON, PHILIP L. DOWD, DINA DUBLON, WILLIAM B. ELLIS, CYNTHIA FRIEDMAN, CLAIRE W. GARGALLI, RICHARD D. HAMILTON, TERESA HEINZ, T. JEROME HOLLERAN, W. LEE HOSKINS, TORRENCE M. HUNT, JR., TOD S. JOHNSON, PATRICIA ASKWITH KENNER, DAVID M. KIRR, RAYMOND J. LANE, EDWARD E. LUCENTE, THOMAS A. MCCONOMY, JACK E. MCGRATH, REGINA GOUGER MILLER, ALESSANDRO OVI, DAVID PORGES, E. KEARS POLLOCK, CHARLES J. QUEENAN, JR. ESQ, JOYCE B. SCOTT, DAVID S. SHAPIRA, AJIT SHETTY, J. LEA HILLMAN SIMONDS, RAYMOND W. SMITH, DONALD E. STITZENBERG, MARY ANN ULISHNEY, PAULA KAUFFMAN WAGNER. FORM 990, PART VII, SECTION A, COLUMN B: FOR EACH PERSON LISTED IN COLUMN A WHO IS AN EMPLOYEE OF CARNEGIE MELLON UNIVERSITY, THE AVERAGE NUMBER OF HOURS PER WEEK STATED IS 50 HOURS PER WEEK; HOWEVER, THE ACTUAL NUMBER OF HOURS WORKED VARIES BETWEEN 50-80 HOURS PER WEEK. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: LAMME UNREALIZED GAINS/LOSS: -26,583 CHANGE IN SWAP VALUE NET OF INTEREST EXPENSE & OTHER: 2,329,317 LOSS FROM ADJUSTMENTS OF PLEDGES RECEIVABLE: -54,787 CARNEGIE INNOVATIONS CLOSE OUT ADJUSTMENT: -3,045,276 TOTAL TO FORM 990, PART XI, LINE 9: -797,329 FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING: CARNEGIE MELLON HAS AN AUDIT COMMITTEE OF THE BOARD OF TRUSTEES THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF A CERTIFIED INDEPENDENT ACCOUNTING FIRM THAT AUDITS THE FINANCIAL STATEMENTS. CARNEGIE MELLON'S FINANCIAL STATEMENTS ARE CONSOLIDATED. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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