Totals
- Total revenue
- $560,447,745
- Total expenses
- $591,471,487
- Contributions and grants received
- $154,446,332
- Grants paid
- $41,543,696
- Program service revenue
- $379,071,267
- Investment income
- $26,930,146
- Other revenue
- $0
- Total assets, end of year
- $1,404,961,814
- Total liabilities, end of year
- $561,136,149
- Net assets or fund balances, end of year
- $843,825,665
- Program services expenses (Part IX)
- $562,579,782
- Management and general expenses
- $24,365,666
- Fundraising expenses
- $4,526,039
- Program service expenses (Part III)
- $562,579,782
Program services were 95.1% 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)
$134,649,904
-
1f · All other contributions, gifts and grants
$19,796,428
-
1g · Noncash contributions included above
$10,547,581
-
2a · Program service revenue: Central Tuition Fees
total $226,380,895 · related or exempt $226,380,895 · unrelated business $0 · excluded $0
-
2b · Program service revenue: Research Revenue
total $73,905,190 · related or exempt $73,905,190 · unrelated business $0 · excluded $0
-
2c · Program service revenue: Other Student Fees
total $35,918,773 · related or exempt $35,918,773 · unrelated business $0 · excluded $0
-
2d · Program service revenue: Sales og Goods & Services
total $15,742,079 · related or exempt $15,742,079 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $27,124,330 · related or exempt $27,124,330 · unrelated business $0 · excluded $0
-
3 · Investment income
total $26,930,146 · related or exempt $26,930,146 · 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 $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6c · Rental income or loss
real property $0 · personal property $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: contributions included on line 1c
$0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
3 · Grants to foreign organizations and individuals
total $41,543,696 · program services $41,543,696
-
5 · Compensation of officers, directors and key employees
total $2,188,244 · program services $880,603 · management and general $1,307,641
-
7 · Other salaries and wages
total $314,620,910 · program services $301,238,235 · management and general $9,509,884 · fundraising $3,872,791
-
8 · Pension plan contributions
total $13,964,497 · program services $13,293,012 · management and general $671,485 · fundraising $0
-
9 · Other employee benefits
total $45,958,543 · program services $43,346,818 · management and general $2,611,725 · fundraising $0
-
11b · Fees: legal
total $428,556 · program services $261,274 · management and general $163,390 · fundraising $3,892
-
11c · Fees: accounting
total $95,776 · program services $23,381 · management and general $72,395 · fundraising $0
-
11f · Fees: investment management
total $613,888 · program services $613,888
-
11g · Fees: other
total $14,367,719 · program services $13,748,952 · management and general $514,539 · fundraising $104,228
-
12 · Advertising and promotion
total $1,872,645 · program services $1,687,661 · management and general $63,942 · fundraising $121,042
-
13 · Office expenses
total $18,538,657 · program services $17,636,046 · management and general $782,347 · fundraising $120,264
-
14 · Information technology
total $764,371 · program services $741,795 · management and general $2,839 · fundraising $19,737
-
16 · Occupancy
total $33,603,852 · program services $29,005,810 · management and general $4,568,930 · fundraising $29,112
-
17 · Travel
total $1,981,346 · program services $1,939,204 · management and general $7,867 · fundraising $34,275
-
19 · Conferences, conventions and meetings
total $7,654,382 · program services $7,546,265 · management and general $107,961 · fundraising $156
-
20 · Interest
total $1,626,068 · program services $1,626,068 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $31,054,359 · program services $31,054,359 · management and general $0 · fundraising $0
-
23 · Insurance
total $822,488 · program services $443,683 · management and general $378,805 · fundraising $0
-
24a · Other expenses: Miscellaneous
total $26,187,875 · program services $22,584,535 · management and general $3,395,445 · fundraising $207,895
-
24b · Other expenses: Furniture/Equipment/Renovations
total $27,973,802 · program services $27,754,745 · management and general $206,410 · fundraising $12,647
-
24c · Other expenses: Library Books
total $5,609,813 · program services $5,609,752 · management and general $61 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $347,109,878 · end of year $48,269,994
-
2 · Savings and temporary cash investments
beginning of year $230,487,899 · end of year $416,913,000
-
4 · Accounts receivable
beginning of year $28,008,426 · end of year $31,262,257
-
9 · Prepaid expenses and deferred charges
beginning of year $7,216,877 · end of year $6,929,748
-
10a · Land, buildings and equipment: cost or other basis
$888,605,525
-
10b · Land, buildings and equipment: accumulated depreciation
$347,433,420
-
10c · Land, buildings and equipment, net
beginning of year $534,881,215 · end of year $541,172,105
-
13 · Investments: program-related
beginning of year $278,882,483 · end of year $357,740,921
-
15 · Other assets
beginning of year $3,496,594 · end of year $2,673,789
-
17 · Accounts payable and accrued expenses
beginning of year $122,520,498 · end of year $134,589,363
-
19 · Deferred revenue
beginning of year $241,771,345 · end of year $236,065,777
-
23 · Secured mortgages and notes payable
beginning of year $37,166,455 · end of year $30,431,009
-
24 · Unsecured notes and loans payable
beginning of year $162,228,000 · end of year $160,050,000
-
27 · Net assets without donor restrictions
beginning of year $257,378,899 · end of year $241,403,200
-
28 · Net assets with donor restrictions
beginning of year $609,018,175 · end of year $602,422,465
Mission and programs · 2023
Mission
CARLETON UNIVERSITY PROVIDES POST SECONDARY EDUCATION
-
GENERAL OPERATIONS, PLANT FUND, SCHOLARSHIP AND BURSARIES
Expenses $430,535,651 · Grants $37,239,660 · Revenue $254,772,225
-
SPONSORED AND CONTRACT RESEARCH
Expenses $88,573,197 · Grants $4,303,851 · Revenue $76,715,307
-
ANCILLARY OPERATIONS
Expenses $43,470,934 · Grants $185 · Revenue $47,583,734
As filed on the 2023 return.
Listed in Part VII
-
Benoit Antoine Bacon
President
- Total calculated
- $320,234
- From this org
- $291,090
- From related orgs
- $0
- Other
- $29,144
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $287,513
- Bonus
- $0
- Other
- $3,577
- Deferred
- $18,656
- Nontaxable benefits
- $10,488
- Filer's total
- $320,234
-
Dana Brown
Dean
- Total calculated
- $245,669
- From this org
- $215,523
- From related orgs
- $0
- Other
- $30,146
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $215,526
- Bonus
- $0
- Other
- $0
- Deferred
- $18,198
- Nontaxable benefits
- $11,948
- Filer's total
- $245,672
-
Larry Kostiuk
Dean
- Total calculated
- $241,239
- From this org
- $211,354
- From related orgs
- $0
- Other
- $29,885
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $211,354
- Bonus
- $0
- Other
- $0
- Deferred
- $18,079
- Nontaxable benefits
- $11,806
- Filer's total
- $241,239
-
Thomas Tomberlin
Member of Board of Governors, Interim President
- Total calculated
- $231,993
- From this org
- $231,004
- From related orgs
- $0
- Other
- $989
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $231,004
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $989
- Filer's total
- $231,993
Schedule J breakdown matched by us
- Base
- $185,628
- Bonus
- $0
- Other
- $0
- Deferred
- $15,717
- Nontaxable benefits
- $8,554
- Filer's total
- $209,899
-
Lorraine Dyke
VP Finance & Admin
- Total calculated
- $231,830
- From this org
- $203,633
- From related orgs
- $0
- Other
- $28,197
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $203,633
- Bonus
- $0
- Other
- $0
- Deferred
- $17,379
- Nontaxable benefits
- $10,818
- Filer's total
- $231,830
-
Howard Nemiroff
Professor
- Total calculated
- $222,526
- From this org
- $198,700
- From related orgs
- $0
- Other
- $23,826
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $198,701
- Bonus
- $0
- Other
- $0
- Deferred
- $13,905
- Nontaxable benefits
- $9,921
- Filer's total
- $222,527
-
Isaac Otchere
Professor
- Total calculated
- $221,259
- From this org
- $205,788
- From related orgs
- $0
- Other
- $15,471
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $205,788
- Bonus
- $0
- Other
- $0
- Deferred
- $13,188
- Nontaxable benefits
- $2,282
- Filer's total
- $221,258
-
Halim Yanikomeroglu
Professor
- Total calculated
- $211,376
- From this org
- $196,724
- From related orgs
- $0
- Other
- $14,652
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $196,724
- Bonus
- $0
- Other
- $0
- Deferred
- $12,370
- Nontaxable benefits
- $2,282
- Filer's total
- $211,376
-
L Rankin
Provost an Vice president (Academic)
- Total calculated
- $209,899
- From this org
- $185,628
- From related orgs
- $0
- Other
- $24,271
- Hours/week
- 35
-
RafiK Goubran
Vice President Research
- Total calculated
- $194,106
- From this org
- $176,011
- From related orgs
- $0
- Other
- $18,095
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $176,011
- Bonus
- $0
- Other
- $0
- Deferred
- $14,866
- Nontaxable benefits
- $3,228
- Filer's total
- $194,105
-
Suzanne Blanchard
Vice President Students and Enrolment
- Total calculated
- $192,793
- From this org
- $168,532
- From related orgs
- $0
- Other
- $24,261
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $168,532
- Bonus
- $0
- Other
- $0
- Deferred
- $14,186
- Nontaxable benefits
- $10,075
- Filer's total
- $192,793
-
Patrice Smith
Member of Board of Governors (Dean)
- Total calculated
- $176,192
- From this org
- $153,918
- From related orgs
- $0
- Other
- $22,274
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $153,918
- Bonus
- $0
- Other
- $0
- Deferred
- $12,853
- Nontaxable benefits
- $9,421
- Filer's total
- $176,192
-
Adrian Chan
Member of Board of Governors (Professor)
- Total calculated
- $156,313
- From this org
- $142,240
- From related orgs
- $0
- Other
- $14,073
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $142,240
- Bonus
- $0
- Other
- $0
- Deferred
- $11,791
- Nontaxable benefits
- $2,282
- Filer's total
- $156,313
-
Laura Newton-Miller
Member of Board of Governors
- Total calculated
- $130,352
- From this org
- $118,443
- From related orgs
- $0
- Other
- $11,909
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $118,443
- Bonus
- $0
- Other
- $0
- Deferred
- $9,627
- Nontaxable benefits
- $2,282
- Filer's total
- $130,352
-
Pamela Wolff
Member of Board of Governors (Instructor)
- Total calculated
- $122,850
- From this org
- $111,566
- From related orgs
- $0
- Other
- $11,284
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $111,566
- Bonus
- $0
- Other
- $0
- Deferred
- $9,002
- Nontaxable benefits
- $2,282
- Filer's total
- $122,850
-
John A Nelson
Board of Governors Member
- Total calculated
- $111,323
- From this org
- $97,064
- From related orgs
- $0
- Other
- $14,259
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $97,064
- Bonus
- $0
- Other
- $0
- Deferred
- $7,335
- Nontaxable benefits
- $6,924
- Filer's total
- $111,323
-
Nina Anita Karhu
Member of Board of Governors(Manager Classroom)
- Total calculated
- $90,919
- From this org
- $78,577
- From related orgs
- $0
- Other
- $12,342
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $78,577
- Bonus
- $0
- Other
- $0
- Deferred
- $5,999
- Nontaxable benefits
- $6,343
- Filer's total
- $90,919
-
Art Ullet
Member of Board of Governors (Locksmith)
- Total calculated
- $82,361
- From this org
- $71,019
- From related orgs
- $0
- Other
- $11,342
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $71,019
- Bonus
- $0
- Other
- $0
- Deferred
- $5,316
- Nontaxable benefits
- $6,026
- Filer's total
- $82,361
-
Elinor Sloan
Member of Board of Governors (Professor)
- Total calculated
- $0
- Hours/week
- 1
-
Banu Ormeci
Member Board of Governors (Professor)
- Total calculated
- $0
- Hours/week
- 0
-
Alison Brown
Member of Board of Governors (TA)
- Total calculated
- $0
- Hours/week
- 1
-
Yaprak Baltacioglu
Chancellor
- Total calculated
- $0
- Hours/week
- 1
-
Beth Creary
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Patrick Dion
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Gregory Farrell
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Dan Fortin
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Kim Furlong
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Marion Fraser
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Daniel Greenberg
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Louise Hayes
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Lynn Honsberger
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Alice Keung
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Susan Mingie
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Brenda O'Connor
Member Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Jane Taber
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Ann Tremblay
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Christina Tessier
Member Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Konrad Von Finckenstein
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Puja Dabas
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Mira Gillis
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Linda Grussani
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Al Hamdani
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Abishek Khoyani
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Dudley Maseko
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan Ojangole
Member of Board of Governors
- Total calculated
- $0
- Hours/week
- 1
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
- 3 · Independent compensation consultant
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
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.
-
CARLETON UNIVERSITY FOUNDATION
501 (C) (3) · FUNDRAISING · DC
Directly controlled by CARLETON UNIVERSITY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 September 2024
- IRS schema version
- 2023v5.0
- Source object
- 202412549349300321
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