Civic Intelligence

Upper Canada College Foundation

EIN 23-7069576 • 501(c)3 • Toronto, Ontario, CA

Profile

Funds provided to upper canada college primarily for needs-based financial assistance for students

200 Lonsdale RoadToronto, Ontario M4V1W6CA

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

91%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$121,880,274

Up $12,884,861 (+12%) from 2024

Liabilities

Up

$18,004

Up $3,762 (+26%) from 2024

Net Assets

Up

$121,862,270

Up $12,881,099 (+12%) from 2024

Operations
Liabilities / Revenue4th percentileNet Margin92nd percentile

Revenue

Up

$11,266,401

Up $5,363,356 (+91%) from 2024

Expenses

Up

$5,346,346

Up $1,864,576 (+54%) from 2024

Net Income

Up

$5,920,055

Up $3,498,780 (+145%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2022: $92,959,942Liabilities 2022: $29,044Net Assets 2022: $92,930,8982022Assets 2023: $101,109,375Liabilities 2023: $16,475Net Assets 2023: $101,092,9002023Assets 2024: $108,995,413Liabilities 2024: $14,242Net Assets 2024: $108,981,1712024Assets 2025: $121,880,274Liabilities 2025: $18,004Net Assets 2025: $121,862,2702025

Highlighted filing

2025

Assets$121,880,274
Liabilities$18,004
Net Assets$121,862,270
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2022: $3,577,761Expenses 2022: $3,608,656Net Income 2022: -$30,8952022Revenue 2023: $1,090,194Expenses 2023: $3,510,149Net Income 2023: -$2,419,9552023Revenue 2024: $5,903,045Expenses 2024: $3,481,770Net Income 2024: $2,421,2752024Revenue 2025: $11,266,401Expenses 2025: $5,346,346Net Income 2025: $5,920,0552025

Highlighted filing

2025

Revenue$11,266,401
Expenses$5,346,346
Net Income$5,920,055
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$121,880,274
Liabilities
$18,004
Net assets
$121,862,270
Revenue
$11,266,401
Expenses
$5,346,346
Net income
$5,920,055
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$122$0.02$122$11.3$5.35$5.92
2024Detailed filing. Detailed filing data is available for this year.$109$0.01$109$5.90$3.48$2.42
2023Detailed filing. Detailed filing data is available for this year.$101$0.02$101$1.09$3.51$2.42
2022Detailed filing. Detailed filing data is available for this year.$93.0$0.03$92.9$3.58$3.61$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 17, 2025
Return Version
2024v5.1
Gross Receipts
$21,126,217
Mission and Program Overview

Mission

Funds provided to upper canada college primarily for needs-based financial assistance for students

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$101,605,995$118,537,001▲ $16,931,006
Savings and Temporary Cash Investments$7,389,418$3,343,273▼ $4,046,145
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$108,995,413$121,880,274▲ $12,884,861
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$14,242$18,004▲ $3,762
Other Liabilities$0$0→ $0
Total Liabilities$14,242$18,004▲ $3,762
Net Assets / Fund Balance
Net Assets With Donor Restrictions$105,318,764$118,710,733▲ $13,391,969
Net Assets Without Donor Restrictions$3,662,407$3,151,537▼ $510,870
Total Net Assets Fund Balance$108,981,171$121,862,270▲ $12,881,099
Total Liabilities and Net Assets / Fund Balance$108,995,413$121,880,274▲ $12,884,861

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$98,542,620$7,083,988▲ $4,725,777-$110,352,385
2023$85,067,816$6,809,944▲ $6,664,860-$98,542,620
2022$78,568,455$1,891,033▲ $4,608,328-$85,067,816
2021$88,739,576$659,330-$10,830,451$78,568,455
2020$70,046,302$8,074,767▲ $10,618,507-$88,739,576
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Elliot JohnsonBoard Chair
Chanakya SethiBoard Member
Christine McleanBoard Member
James GarnerBoard Member
Jp MackayBoard Member
Matthew FarbBoard Member
Niral MerchantBoard Member
Percy WongBoard Member
Raymond ShiuBoard Member
Stephanie TjonBoard Member
Tanya CovassinBoard Member
Blake HutchesonEx-officio Board Member
Brendan DellandreaEx-officio Exec Director
Sam MckinneyEx-officio Principal
Patti MacnicolTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,209,147
Program Service Revenue
$0
Investment Income
$6,057,254
Other Revenue
$0
All Other Contributions
$5,209,147
Change in Net Assets
$5,920,055

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$376,688Market value
Total Noncash Contributions4$376,688-

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,266,401
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$12,962,344
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$24,228,745
Total Revenue per Form 990
$11,266,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,332,558
Other Expenses$13,788
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$5,332,558--$5,332,558
Other Expenses-$13,788-$13,788
Total Functional Expenses$5,332,558$13,788$0$5,346,346

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,460,437
Expenses per Audited Statements$5,346,346
Total Expenses per Form 990$5,346,346
Expenses Not Reported on Form 990$2,114,091
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
International Activity

International Summary

Offices
1
Employees
0
Spending
$123,869,559

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America (Canada & Mexico only)Investments-00$118,537,001
North America (Canada & Mexico only)Grantmaking-10$5,332,558
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The form 990 was prepared by the organization's tax preparers, and reviewed by the organization's treasurer.”

Form 990, Part VI, Line 12C Conflict of interest policy

“All officers and directors are required to complete, sign, and return a conflicts of interest disclosure to the organization annually. Any conduct of private business or rendering of personal services must be disclosed immediately in writing to the secretary of the board of governors. Follow-up action will be determined by the chairman of the board of governors of the college, in consultation with the vice-chairmen. Should a member of the board of governors or any committee thereof have a conflict, he/she must temporarily withdraw from board deliberation, voting and access to applicable board information.”

Form 990, Part VI, Line 19 Required documents available to the public

“The governing documents, conflict of interest policy and financial statements are available to the public by request. The upper canada educational foundation does not have its own website but donors and prospective donors, as well as any other interested parties, can request the documents from the treasurer and they will be provided.”

Filing and Contact Details

Filer

Filer Name
Upper Canada College Foundation
EIN
23-7069576
Phone
4164881125
Address
CA

Signing Officer

Name
Patti Macnicol
Title
Treasurer
Phone
4164881125
Signed
2025-12-17
Discuss with paid preparer
Yes

Organization Details

Formed
1962
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Ernst & Young US Llp
Address
835 N COLLEGE AVENUE, INDIANAPOLIS, IN 46202
Preparer
Jennifer D Rhoderick
Phone
3176817000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

“TRANSFERS FROM UPPER CANADA COLLEGE - 294042; FOREIGN RATE TRANSLATION DIFFERENCES - 864487; Total - 1158529;”

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

“The endowment fund consists of externally restricted contributions received by the Foundation where the endowment principal is required to be maintained permanently or administered in accordance with the Foundation's endowment management policies. The endowment fund also includes internal resources transferred by the Board to the Endowment Fund with the intention that they be managed in accordance with such endowment management policies. The investment income generated from assets held for endowment purposes must be used in accordance with the various purposes established by the donors or the board. The Foundation's Board has established endowment management polies with the objective of protecting the real value of the Foundation's funds by limiting the amount distributed to Upper Canada College and requiring any unexpended investment income to be retained. The application of these policies in any particular year involves the application of a distribution formula that results in an annual grant to Upper Canada College, which is more or less than the Foundation's income in such year, depending on its actual results. In any particular year, should net investment income be insufficient, the amount of that is distributed to the College is funded by a transfer from the Endowment Fund.”

Schedule D, Part XI, Line 2(D) Other revenues in audited financial statements not in form 990

“Foreign rate translation difference - 6865786 transfers from upper canada college - 294043”

Schedule D, Part XII, Line 2(D) Other expenses in audited financial statements not in form 990

“Foreign rate translation difference - 2114091”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The endowment fund consists of externally restricted contributions received by the Foundation where the endowment principal is required to be maintained permanently or administered in accordance with the Foundation's endowment management policies. The endowment fund also includes internal resources transferred by the Board to the Endowment Fund with the intention that they be managed in accordance with such endowment management policies. The investment income generated from assets held for endowment purposes must be used in accordance with the various purposes established by the donors or the board. The Foundation's Board has established endowment management polies with the objective of protecting the real value of the Foundation's funds by limiting the amount distributed to Upper Canada College and requiring any unexpended investment income to be retained. The application of these policies in any particular year involves the application of a distribution formula that results in an annual grant to Upper Canada College, which is more or less than the Foundation's income in such year, depending on its actual results. In any particular year, should net investment income be insufficient, the amount of that is distributed to the College is funded by a transfer from the Endowment Fund.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FOREIGN RATE TRANSLATION DIFFERENCE - 6865786 TRANSFERS FROM UPPER CANADA COLLEGE - 294043
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FOREIGN RATE TRANSLATION DIFFERENCE - 2114091
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4 Intended uses of endowment funds

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