Civic Intelligence

Carleton University Foundation U S

990 • Fiscal year 2021 • EIN 52-1970455

Jan 01, 2021 to Dec 31, 2021 • Filed on May 02, 2022

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

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

38th percentile

0.6%

Higher net margin than 38% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

99th percentile

$190,405

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 152.3% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

98th percentile

696%

Faster asset growth than 98% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

300%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$852

Up $745 (+696%) from 2020

Net Assets

Up

$852

Up $745 (+696%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin38th percentile

Revenue

Up

$124,998

Up $93,748 (+300%) from 2020

Expenses

Up

$124,253

Up $92,931 (+297%) from 2020

Net Income

Up

$745

Up $817 (+1135%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2021

Assets$852
Liabilities$0
Net Assets$852
Open 2021 Filing

Operations Trend

Revenue Growth95th 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

2021

Revenue$124,998
Expenses$124,253
Net Income$745
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 2, 2022
Return Version
2021v4.0
Gross Receipts
$124,998
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$107$852▲ $745
Rtn Earn Endowment Incm Other Fnds$107$852▲ $745
Accounts Receivable$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$107$852▲ $745
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$107$852▲ $745
Total Liabilities and Net Assets / Fund Balance$107$852▲ $745
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Melissa ForrestSecretary and Treasurer$82,594$82,594

Board Members and Trustees

NameTitle
Jennifer ConleyPresident
David O'ShaughnessyDirector
Jim LeBlancDirector
Reena BhattDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$124,998
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$124,998
Change in Net Assets
$745

Audited Revenue Reconciliation

Revenue per Audited Statements
$124,998
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$124,998
Total Revenue per Form 990
$124,998
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$123,996
Other Expenses$257
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$123,996--$123,996
Other Expenses$257$0$0$257
Total Functional Expenses$124,253$0$0$124,253

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$124,253
Total Expenses per Audited Statements$124,253
Total Expenses per Form 990$124,253
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
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, Section A, Line 8B

“Meeting is held once per 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. This form is reviewed by both the Manager of Financial Reporting at Carleton University and the President of the Carleton University Foundation (US).”

Form 990, Part VI, Section C, Line 19

“Financial Statements and all other governance 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
2022-05-02

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 439 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.

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt014456
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt07359
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Jennifer Conley
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0190404
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Jennifer Conley 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
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meeting is held once per 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. This form is reviewed by both the Manager of Financial Reporting at Carleton University and the President of the Carleton University Foundation (US).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Financial Statements and all other governance 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/InvolvedAmt0123996
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt10
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt20
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt3272999
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Financial Statements
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Financial statements note 2.
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2Financial Statement note 2.
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3Form 990 Part VII
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/TotalAssetsBOYAmt0107
IRS990/TotalAssetsEOYAmt0852
IRS990/TotalAssetsGrp/BOYAmt0107
IRS990/TotalAssetsGrp/EOYAmt0852
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0124998
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0124253
IRS990/TotalFunctionalExpensesGrp/TotalAmt0124253
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0107
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0852
IRS990/TotalOtherCompensationAmt032205
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0124253
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$852
Liabilities
$0
Net assets
$852
Revenue
$124,998
Expenses
$124,253
Net income
$745
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