Civic Intelligence

Carleton University Foundation U S

990 • Fiscal year 2019 • EIN 52-1970455

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 27, 2020

Organization Profilewww.Carleton.ca
4104 HCI Building 1125 Colonel ByOttawa, Ontario K1S 5B6CA

(613) 520-2600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

0.10x

Higher debt load relative to revenue than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

40th percentile

-0.0%

Higher net margin than 40% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

99th percentile

$187,160

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 49.6% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

99th percentile

10594%

Faster asset growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

502%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$37,858

Up $37,504 (+10594%) from 2018

Net Assets

Down

$179

Down $175 (-49%) from 2018

Liabilities

Up

$37,679

Up $37,679 from 2018

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin40th percentile

Revenue

Up

$377,238

Up $314,551 (+502%) from 2018

Expenses

Up

$377,413

Up $314,430 (+499%) from 2018

Net Income

Up

-$175

Up $121 (+41%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2011: $16,475Liabilities 2011: $15,750Net Assets 2011: $7252011Assets 2012: $32,014Liabilities 2012: $31,450Net Assets 2012: $5642012Assets 2013: $41,275Liabilities 2013: $40,875Net Assets 2013: $4002013Assets 2014: $95,192Liabilities 2014: $94,970Net Assets 2014: $2222014Assets 2015: $2,532Liabilities 2015: $1,500Net Assets 2015: $1,0322015Assets 2016: $39,201Liabilities 2016: $38,350Net Assets 2016: $8512016Assets 2017: $650Liabilities 2017: $0Net Assets 2017: $6502017Assets 2018: $354Liabilities 2018: $0Net Assets 2018: $3542018Assets 2019: $37,858Liabilities 2019: $37,679Net Assets 2019: $1792019Assets 2020: $107Liabilities 2020: $0Net Assets 2020: $1072020Assets 2021: $852Liabilities 2021: $0Net Assets 2021: $8522021Assets 2022: $652Liabilities 2022: $0Net Assets 2022: $6522022Assets 2023: $445Liabilities 2023: $0Net Assets 2023: $4452023Assets 2024: $5,896Liabilities 2024: $0Net Assets 2024: $5,8962024

Highlighted filing

2019

Assets$37,858
Liabilities$37,679
Net Assets$179
Open 2019 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $20,750Expenses 2011: $20,884Net Income 2011: -$1342011Revenue 2012: $61,450Expenses 2012: $61,611Net Income 2012: -$1612012Revenue 2013: $43,875Expenses 2013: $44,039Net Income 2013: -$1642013Revenue 2014: $1,153,103Expenses 2014: $1,153,281Net Income 2014: -$1782014Revenue 2015: $58,800Expenses 2015: $57,990Net Income 2015: $8102015Revenue 2016: $114,281Expenses 2016: $114,462Net Income 2016: -$1812016Revenue 2017: $10,600Expenses 2017: $10,800Net Income 2017: -$2002017Revenue 2018: $62,687Expenses 2018: $62,983Net Income 2018: -$2962018Revenue 2019: $377,238Expenses 2019: $377,413Net Income 2019: -$1752019Revenue 2020: $31,250Expenses 2020: $31,322Net Income 2020: -$722020Revenue 2021: $124,998Expenses 2021: $124,253Net Income 2021: $7452021Revenue 2022: $44,600Expenses 2022: $44,800Net Income 2022: -$2002022Revenue 2023: $20,500Expenses 2023: $20,707Net Income 2023: -$2072023Revenue 2024: $10,500Expenses 2024: $5,049Net Income 2024: $5,4512024

Highlighted filing

2019

Revenue$377,238
Expenses$377,413
Net Income-$175
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 27, 2020
Return Version
2019v5.0
Gross Receipts
$377,238
Mission and Program Overview

Mission

The objects of the Foundation are to accept, receive, manage and distribute money and other property to support education and research at the University.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$354$25,458▲ $25,104
Accounts Receivable-$12,400-
Rtn Earn Endowment Incm Other Fnds$354$179▼ $175
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$354$37,858▲ $37,504
Liabilities
Accounts Payable and Accrued Expenses$0$37,679▲ $37,679
Total Liabilities$0$37,679▲ $37,679
Net Assets / Fund Balance
Total Net Assets Fund Balance$354$179▼ $175
Total Liabilities and Net Assets / Fund Balance$354$37,858▲ $37,504
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Melissa ForrestSecretary and Treasurer$72,751$72,751

Board Members and Trustees

NameTitle
Jennifer ConleyPresident
David O'ShaughnessyDirector
James Le BlancDirector
Reena BhattDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$377,238
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$377,238
Change in Net Assets
$-175

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 Miscellaneous3$357,238Market Value
Total Noncash Contributions3$357,238-

Audited Revenue Reconciliation

Revenue per Audited Statements
$377,238
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$377,238
Total Revenue per Form 990
$377,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$377,238
Other Expenses$175
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$377,238--$377,238
Other Expenses$175$0$0$175
Total Functional Expenses$377,413$0$0$377,413

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$377,413
Total Expenses per Audited Statements$377,413
Total Expenses per Form 990$377,413
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

International Compliance

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
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
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, Section A, Line 8B

“Meeting is held once a year via teleconference to discuss and approve draft audited financial statements, future plans of the foundation and Carleton University fundraising campaign. Minutes of the meeting are recorded, the executive members of the Board of Governors of Carleton University have the authority to name all members of the Carleton University Foundation (US)”

Form 990, Part VI, Section B, Line 11B

“Form 990 is prepared by the Senior Analyst, Fund Accounting. The form is reviewed by both the Manager of Financial Reporting at Carleton University and the President of the Carleton University Foundation (US) prior to submission”

Form 990, Part VI, Section C, Line 19

“Financial Statements and all other governance documentation can be found on the Carleton University website. www.carleton.ca”

Filing and Contact Details

Filer

Filer Name
Carleton University Foundation U S
EIN
52-1970455
Phone
6135202600
Address
CA

Signing Officer

Name
Jennifer Conley
Title
President
Phone
6134473291
Signed
2020-04-27

Organization Details

Principal Officer
Jennifer Conley
Formed
1996
Legal Domicile
Dc
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
0
Raw XML AppendixShowing 400 of 426 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt037679
IRS990/AccountsReceivableGrp/EOYAmt012400
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The objects of the Foundation are to accept, receive, manage and distribute money and other property to support education and research at the University.
IRS990/AllOtherContributionsAmt0377238
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/ForeignAddress/AddressLine1Txt04104 HCI
IRS990/BooksInCareOfDetail/ForeignAddress/AddressLine2Txt01125 Colonel By Drive
IRS990/BooksInCareOfDetail/ForeignAddress/CityNm0Ottawa
IRS990/BooksInCareOfDetail/ForeignAddress/CountryCd0CA
IRS990/BooksInCareOfDetail/ForeignAddress/ForeignPostalCd0K1S5B6
IRS990/BooksInCareOfDetail/ForeignAddress/ProvinceOrStateNm0Ontario
IRS990/BooksInCareOfDetail/PersonNm0Melissa Forest
IRS990/BooksInCareOfDetail/PhoneNum06135202600
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0354
IRS990/CashNonInterestBearingGrp/EOYAmt025458
IRS990/ChangeToOrgDocumentsInd00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0377238
IRS990/CYGrantsAndSimilarPaidAmt0377238
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0175
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-175
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0377413
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0377238
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Objects of Foundation are to accept, receive, manage and distribute money and other property to support education and research at the University.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0377413
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/ForeignActivitiesInd00
IRS990/ForeignAddress/AddressLine1Txt04104 HCI Building 1125 Colonle By
IRS990/ForeignAddress/CityNm0Ottawa
IRS990/ForeignAddress/CountryCd0CA
IRS990/ForeignAddress/ForeignPostalCd0K1S 5B6
IRS990/ForeignAddress/ProvinceOrStateNm0Ontario
IRS990/ForeignCountryCd0CA
IRS990/ForeignFinancialAccountInd01
IRS990/ForeignGrantsGrp/ProgramServicesAmt0377238
IRS990/ForeignGrantsGrp/TotalAmt0377238
IRS990/ForeignOfficeInd01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt034
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt134
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt39092
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt419058
IRS990/Form990PartVIISectionAGrp/PersonNm0James Le Blanc
IRS990/Form990PartVIISectionAGrp/PersonNm1David O'Shaughnessy
IRS990/Form990PartVIISectionAGrp/PersonNm2Reena Bhatt
IRS990/Form990PartVIISectionAGrp/PersonNm3Melissa Forrest
IRS990/Form990PartVIISectionAGrp/PersonNm4Jennifer Conley
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt363659
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4168102
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary and Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0377238
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The objects of the Foundation are to accept, receive, manage and distribute money and other property to support education and research at the University.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt0354
IRS990/NetAssetsOrFundBalancesEOYAmt0179
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Bank Fees
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt0175
IRS990/OtherExpensesGrp/TotalAmt0175
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Jennifer Conley
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYContributionsGrantsAmt062687
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt062787
IRS990/PYOtherExpensesAmt0196
IRS990/PYRevenuesLessExpensesAmt0-296
IRS990/PYTotalExpensesAmt062983
IRS990/PYTotalRevenueAmt062687
IRS990/ReconcilationRevenueExpnssAmt0-175
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0377238
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0354
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0179
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0377238
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt062687
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0114280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt058800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0623605
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0623605
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportTotal170Amt0623605
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0377238
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt062687
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0114280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt058800
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0623605
IRS990ScheduleA/TotalSupportAmt0623605
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0377413
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0377238
IRS990ScheduleD/TotalExpensesPerForm990Amt0377413
IRS990ScheduleD/TotalRevenuePerForm990Amt0377238
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0377238
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0377413
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0377238
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0Cheque
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0Education and Research
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0North America (including Canada and Mexico, but not the United States)
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalOtherOrgCnt01
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt018840
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0149262
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt012390
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt06668
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Jennifer Conley
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0187160
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Jennifer Conly is the Chief Advancement Officer, Department of University Advancement, Carleton University and serves as President of the Carleton University Foundation (US). Her compensation is paid by Carleton University and is established as per a written employment contract.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule J, Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesMiscellaneousGrp/ContributionCnt03
IRS990ScheduleM/SecuritiesMiscellaneousGrp/MethodOfDeterminingRevenuesTxt0Market Value
IRS990ScheduleM/SecuritiesMiscellaneousGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesMiscellaneousGrp/NoncashContributionsRptF990Amt0357238
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0Line 12 Securities: Number of Contributions
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule M, Part I, Line 12
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meeting is held once a year via teleconference to discuss and approve draft audited financial statements, future plans of the foundation and Carleton University fundraising campaign. Minutes of the meeting are recorded, the executive members of the Board of Governors of Carleton University have the authority to name all members of the Carleton University Foundation (US)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is prepared by the Senior Analyst, Fund Accounting. The form is reviewed by both the Manager of Financial Reporting at Carleton University and the President of the Carleton University Foundation (US) prior to submission
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Financial Statements and all other governance documentation can be found on the Carleton University website. www.carleton.ca
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Carleton University
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0230788831
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/AddressLine1Txt01125 Colonel By Drive
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/CityNm0Ottawa
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/CountryCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/ForeignPostalCd0K1S5B6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/ProvinceOrStateNm0Ontario
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileForeignCountryCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Educational Institution
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0501(c)(3)
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0Name and EIN of each related organization: Carleton University Foundation (US) (EIN:52-1970455) is related to Carleton University(EIN:23-0788831)> Description of Relationship: Carleton University Foundation (US) accepts, receives, manages and distributes money and other property to support education and research at Carleton University. The executive members of the Board of Governors of Carleton University have the authority to name all members of the Carleton University Foundation (US).
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule R, Part I
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0377238
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt10
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt20
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt3259911
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0See financial statements
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1See financial statements note 2.
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2See financial statements note 2
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3Form 990, PartVII
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Carleton University
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Carleton University
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2Carleton University
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3Carleton University
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1m
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2n
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3o
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0DC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0354
IRS990/TotalAssetsEOYAmt037858
IRS990/TotalAssetsGrp/BOYAmt0354
IRS990/TotalAssetsGrp/EOYAmt037858
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0377238
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0377413
IRS990/TotalFunctionalExpensesGrp/TotalAmt0377413
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt037679
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt037679
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0354
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0179
IRS990/TotalOtherCompensationAmt028150
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0377413
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0377238
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0354
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt037858
IRS990/TotReportableCompRltdOrgAmt0231761
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,858
Liabilities
$37,679
Net assets
$179
Revenue
$377,238
Expenses
$377,413
Net income
-$175
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.02$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.04$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.12$0.12$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.03$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.00$0.38$0.38$0.00
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.06$0.06$0.00
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00
2016Summary only. Only limited summary data is available for this year.$0.04$0.04$0.00$0.11$0.11$0.00
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.06$0.06$0.00
2014Summary only. Only limited summary data is available for this year.$0.10$0.09$0.00$1.15$1.15$0.00
2013Summary only. Only limited summary data is available for this year.$0.04$0.04$0.00$0.04$0.04$0.00
2012Summary only. Only limited summary data is available for this year.$0.03$0.03$0.00$0.06$0.06$0.00
2011Summary only. Only limited summary data is available for this year.$0.02$0.02$0.00$0.02$0.02$0.00