Totals
- Total revenue
- $656,320,206
- Total expenses
- $647,760,097
- Contributions and grants received
- $226,133,004
- Grants paid
- $42,353,552
- Program service revenue
- $348,497,511
- Investment income
- $55,084,391
- Other revenue
- $26,605,300
- Total assets, end of year
- $2,074,314,597
- Total liabilities, end of year
- $1,146,926,996
- Net assets or fund balances, end of year
- $927,387,601
- Program services expenses (Part IX)
- $522,735,457
- Management and general expenses
- $89,324,190
- Fundraising expenses
- $5,700,450
- Program service expenses (Part III)
- $552,714,962
Program services were 80.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$0
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$198,198,620
-
1f · All other contributions, gifts and grants
$27,934,384
-
1g · Noncash contributions included above
$2,645,219
-
2a · Program service revenue: Post Secondary Education
total $256,384,837 · related or exempt $256,384,837 · unrelated business $0 · excluded $0
-
2b · Program service revenue: Research Revenue
total $73,074,745 · related or exempt $73,074,745 · unrelated business $0 · excluded $0
-
2c · Program service revenue: Ancillary Services
total $28,045,534 · related or exempt $28,045,534 · unrelated business $0 · excluded $0
-
2d · Program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
2e · Program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total -$9,007,605 · related or exempt -$9,007,605 · unrelated business $0 · excluded $0
-
3 · Investment income
total $55,084,391 · related or exempt $55,084,391 · unrelated business $0 · excluded $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $166,688 · related or exempt $166,688 · unrelated business $0 · excluded $0
-
6a · Gross rents
real property $0 · personal property $0
-
6b · Less rental expenses
real property $0 · personal property $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
7a · Gross sales of assets other than inventory
securities $0 · other assets $0
-
7b · Less cost or other basis and sales expenses
securities $0 · other assets $0
-
7c · Gain or loss
securities $0 · other assets $0
-
7d · Net gain or loss
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0 · unrelated business $0 · excluded $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11a · Other revenue: Amortization of Deferred Capital
total $26,438,612 · related or exempt $26,438,612 · unrelated business $0 · excluded $0
-
11b · Other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11c · Other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$26,438,612
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0 · program services $0
-
2 · Grants to domestic individuals
total $0 · program services $0
-
3 · Grants to foreign organizations and individuals
total $42,353,552 · program services $42,353,552
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $3,866,191 · program services $2,275,219 · management and general $1,382,811 · fundraising $208,161
-
6 · Compensation of disqualified persons
total $0 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $354,038,662 · program services $299,810,463 · management and general $50,342,845 · fundraising $3,885,354
-
8 · Pension plan contributions
total $18,826,726 · program services $14,949,328 · management and general $3,599,589 · fundraising $277,809
-
9 · Other employee benefits
total $40,741,752 · program services $31,680,553 · management and general $8,356,778 · fundraising $704,421
-
10 · Payroll taxes
total $0 · program services $0 · management and general $0 · fundraising $0
-
11a · Fees: management
total $15,301,359 · program services $11,375,477 · management and general $3,697,932 · fundraising $227,950
-
11b · Fees: legal
total $1,928,775 · program services $1,928,775 · management and general $0 · fundraising $0
-
11c · Fees: accounting
total $166,391 · program services $0 · management and general $166,391 · fundraising $0
-
11d · Fees: lobbying
total $0 · program services $0 · management and general $0 · fundraising $0
-
11e · Fees: professional fundraising services
total $0 · fundraising $0
-
11f · Fees: investment management
total $2,719,242 · program services $0 · management and general $2,719,242 · fundraising $0
-
11g · Fees: other
total $1,471,334 · program services $1,222,615 · management and general $227,211 · fundraising $21,508
-
12 · Advertising and promotion
total $2,122,720 · program services $1,617,060 · management and general $500,706 · fundraising $4,954
-
13 · Office expenses
total $26,551,658 · program services $24,659,455 · management and general $1,732,336 · fundraising $159,867
-
14 · Information technology
total $847,195 · program services $847,195 · management and general $0 · fundraising $0
-
15 · Royalties
total $81,558 · program services $0 · management and general $81,558 · fundraising $0
-
16 · Occupancy
total $44,462,561 · program services $29,110,407 · management and general $15,288,202 · fundraising $63,952
-
17 · Travel
total $10,667,893 · program services $9,710,440 · management and general $844,363 · fundraising $113,090
-
18 · Travel or entertainment for public officials
total $0 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $11,450,114 · program services $11,032,504 · management and general $384,226 · fundraising $33,384
-
20 · Interest
total $6,807,225 · program services $6,807,225 · management and general $0 · fundraising $0
-
21 · Payments to affiliates
total $0 · program services $0 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $58,490,261 · program services $28,490,261 · management and general $0 · fundraising $0
-
23 · Insurance
total $2,938,054 · program services $2,938,054 · management and general $0 · fundraising $0
-
24a · Other expenses: Cost of Goods Sold
total $1,926,874 · program services $1,926,874 · management and general $0 · fundraising $0
-
24b · Other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
-
24c · Other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
-
24d · Other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
-
26 · Joint costs (an allocation of the lines above)
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $29,274,190 · end of year $39,907,376
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $2,130,552 · end of year $1,250,695
-
4 · Accounts receivable
beginning of year $66,971,122 · end of year $53,515,815
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $871,644 · end of year $1,206,988
-
9 · Prepaid expenses and deferred charges
beginning of year $11,864,577 · end of year $5,035,905
-
10a · Land, buildings and equipment: cost or other basis
$1,480,658,405
-
10b · Land, buildings and equipment: accumulated depreciation
$378,062,696
-
10c · Land, buildings and equipment, net
beginning of year $1,121,799,522 · end of year $1,102,595,709
-
11 · Investments: publicly traded securities
beginning of year $915,519,674 · end of year $784,909,016
-
12 · Investments: other securities
beginning of year $9,627,075 · end of year $14,013,757
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $61,585,239 · end of year $71,879,336
-
17 · Accounts payable and accrued expenses
beginning of year $111,357,569 · end of year $125,477,907
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $835,133,996 · end of year $813,751,136
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $177,719,091 · end of year $149,720,380
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $67,173,517 · end of year $57,977,573
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $1,028,259,422 · end of year $927,387,601
Mission and programs · 2022
Mission
SFU's mission is to advance knowledge through teaching research and engagement with the community. We are an open inclusive university whose foundation is intellectual and academic freedom. Our scholarship unites teaching and research: we celebrate discovery diversity and dialogue. Our students and communities can expect teaching that is personal and learning opportunities that are lifelong. We champion the liberal arts and sciences and pioneering interdisciplinary and professional programs. We are a university where risks can be taken and bold initiatives embraced. Upon these foundations we will engage all our communities in building a robust and ethical society.
Activities or mission (Part I)
SFU's mission is to advance knowledge through teaching researching and engagement with the community. We are an open inclusive university whose foundation is intellectual and academic freedom. Our scholarship unites teaching and research; we celebrate discovery diversity and dialogue. Our students and communities can expect teaching that is personal and learning opportunities that are lifelong. We champion the liberal arts and sciences and pioneering interdisciplinary and professional programs. We are a university where risks can be taken and hold initiatives embraced. Upon these foundations we will engage all our communities in building a robust and ethical society.
-
Post Secondary Education Teaching: Delivery of Academic courses to students enrolled in Undergraduate Master and Doctorate programs as well as distance education and non-credit courses offered through Life-Long Learning. Number of students enrolled in our fiscal year April 1 2022 through March 31 2023 29,447 Undergraduates; 5,544 Graduates; including 8,164 International Students in total. Degrees awarded in the 2022 calendar year: 5,130 Bachelor; 1,088 Master; 161 PHD; 1,035 Other Grad Certificates and Diplomas
Expenses $402,323,727 · Grants $31,709,071 · Revenue $256,384,837
-
Research: At SFU Research Matters it's an essential component of SFU's mission and also a major instructional activity as faculty work closely with graduate and undergraduate students in a wide variety of research settings including the Library laboratories computer facilities and studios. Research collaborations extend far beyond our campuses to include many projects conducted jointly with business and industry community organizations and agencies in all levels of government. SFU researchers are establishing or strengthening programs in areas facing the most pressing social demand including international studies urban growth management public policy analysis and health sciences.
Expenses $86,285,442 · Grants $2,518,039 · Revenue $73,074,745
-
Ancillary Services: The University provides goods and services with a student and community focus. Examples of such services include: student residences bookstore printing parking food meetings and events. In 2021 2022 these services were delivered internally alone to 29,660 Undergrad students 5,734 Grad students 4,137 full time faculty & staff and 2,504 part time faculty & staff.
Expenses $25,709,756 · Grants $2,586 · Revenue $28,045,534
As filed on the 2022 return.
Listed in Part VII
-
Vrooman Tamara
Chancellor
- Total calculated
- $0
- Hours/week
- 0 + 6 related
-
Lamarsh Angie
Board Chair
- Total calculated
- $0
- Hours/week
- 0 + 6 related
-
Basra Kamal
Alumni Order in Council
- Total calculated
- $0
- Hours/week
- 0 + 3 related
-
George Angela
Alumni Order in Council
- Total calculated
- $0
- Hours/week
- 0 + 3 related
-
Herbert Carol
Order in Council
- Total calculated
- $0
- Hours/week
- 0 + 3 related
-
Malpass Gregory
Order in Council
- Total calculated
- $0
- Hours/week
- 0 + 3 related
-
Martin Paula
Deputy Board Chair
- Total calculated
- $0
- Hours/week
- 0 + 3 related
-
McDonald Michael
Order in Council
- Total calculated
- $0
- Hours/week
- 0 + 3 related
-
Sahota Neelam
Order in Council
- Total calculated
- $0
- Hours/week
- 0 + 3 related
-
Johnson Joy
President Vice - Chancellor
- Total calculated
- $294,214
- From this org
- $0
- From related orgs
- $0
- Other
- $294,214
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $294,214 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $294,214 related
-
Gedajlovic Eric
Faculty Member
- Total calculated
- $186,014
- From this org
- $0
- From related orgs
- $0
- Other
- $186,014
- Hours/week
- 0 + 40 related
-
Leznoff Daniel
Faculty Member
- Total calculated
- $143,426
- From this org
- $0
- From related orgs
- $0
- Other
- $143,426
- Hours/week
- 0 + 40 related
-
Hanna Carolyn
Staff Member
- Total calculated
- $104,101
- From this org
- $0
- From related orgs
- $0
- Other
- $104,101
- Hours/week
- 0 + 40 related
-
Ling Rachel
Student Member
- Total calculated
- $0
- Hours/week
- 0 + 3 related
-
Parmar Abhishek
Student Member
- Total calculated
- $0
- Hours/week
- 0 + 3 related
-
Parkhouse Wade
Vice President - Academic Provost
- Total calculated
- $244,914
- From this org
- $0
- From related orgs
- $0
- Other
- $244,914
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $244,914 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $244,914 related
-
O'NeilDugan Clive
Vice President - Research and International
- Total calculated
- $219,737
- From this org
- $0
- From related orgs
- $0
- Other
- $219,737
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $219,737 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $219,737 related
-
PochurkoMartin
Vice President - Finance Administration
- Total calculated
- $211,022
- From this org
- $0
- From related orgs
- $0
- Other
- $211,022
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $211,022 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $211,022 related
-
Yabome Gilpin-Jackson
Vice President - PEI
- Total calculated
- $204,483
- From this org
- $0
- From related orgs
- $0
- Other
- $204,483
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $204,483 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $204,483 related
-
CurryJoanne
Vice President - External Relations
- Total calculated
- $204,233
- From this org
- $0
- From related orgs
- $0
- Other
- $204,233
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $204,233 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $204,233 related
-
MorantzErin Lori
VP Advancement Alumni Engagement
- Total calculated
- $197,221
- From this org
- $0
- From related orgs
- $0
- Other
- $197,221
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $197,221 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $197,221 related
-
GeminoAndrew
Assoc Dean Beedie Business School
- Total calculated
- $299,041
- From this org
- $0
- From related orgs
- $0
- Other
- $299,041
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $299,041 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $299,041 related
-
KayandeUjwal Anilchandra
Dean of Business Admin
- Total calculated
- $293,936
- From this org
- $0
- From related orgs
- $0
- Other
- $293,936
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $293,936 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $293,936 related
-
ChunHui Kyong Wendy
Professor
- Total calculated
- $257,249
- From this org
- $0
- From related orgs
- $0
- Other
- $257,249
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $257,249 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $257,249 related
-
FiumeEugene Lucas
Dean of Applied Sciences
- Total calculated
- $251,725
- From this org
- $0
- From related orgs
- $0
- Other
- $251,725
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $251,725 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $251,725 related
-
McMahonRobert J
Professor
- Total calculated
- $248,967
- From this org
- $0
- From related orgs
- $0
- Other
- $248,967
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $248,967 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $248,967 related
-
GriffithTerri Lynn
Professor
- Total calculated
- $233,015
- From this org
- $0
- From related orgs
- $0
- Other
- $233,015
- Hours/week
- 0 + 40 related
-
BroshkoLi-Jeen
General Counsel University Secretary
- Total calculated
- $228,392
- From this org
- $0
- From related orgs
- $0
- Other
- $228,392
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $228,392 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $228,392 related
-
ColijnCaroline G
Professor
- Total calculated
- $212,092
- From this org
- $0
- From related orgs
- $0
- Other
- $212,092
- Hours/week
- 0 + 40 related
-
VaughanRodney Grant
Professor
- Total calculated
- $177,362
- From this org
- $0
- From related orgs
- $0
- Other
- $177,362
- Hours/week
- 0 + 40 related
-
DauvergneCatherine Dorothy Clarke
Vice President - Academic Provost
- Total calculated
- $125,987
- From this org
- $0
- From related orgs
- $0
- Other
- $125,987
- Hours/week
- 0 + 40 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Housing allowance or residence for personal use
- 1a · Personal services (maid, chauffeur, chef)
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part I Line 1a
- | Name :, Title:, Item Selected:, Description:| Joy Johnson, President of the University - Housing allowance personal services: the president receives use of a residence with housekeeping services.|
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
The Friends of Simon Fraser University
501(C)(3) · Receive U.S. donations and issue tax receipts on behalf of SFU · WA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 19 December 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313539349300301
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.