Civic Intelligence

Carleton University Retirement Plan S1S 5B6

990 • Fiscal year 2012 • EIN 98-0038349

Jan 01, 2012 to Dec 31, 2012

Organization Profilewww.carleton.ca/pfm
Canada
Siviq Scores

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

Liabilities / Assets

1st percentile

0.00x

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

2012 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2012

Liabilities / Revenue

3rd percentile

0.00x

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

2012 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2012

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2012 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

71st percentile

8.6%

Faster asset growth than 71% of similar nonprofits.

2012 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2011 to 2012

Revenue Growth

98th percentile

366%

Faster revenue growth than 98% of similar nonprofits.

2012 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets1st percentile

Assets

Up

$807,859,377

Up $63,669,377 (+8.6%) from 2011

Net Assets

Up

$807,859,377

Up $63,669,377 (+8.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin93rd percentile

Revenue

Up

$113,655,996

Up $89,263,241 (+366%) from 2011

Expenses

Down

$49,986,618

Down $2,319,136 (-4.4%) from 2011

Net Income

Up

$63,669,378

Up $91,582,377 (+328%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$1.5B$1.0B$500M$0Assets 2011: $744,190,000Liabilities 2011: $0Net Assets 2011: $744,190,0002011Assets 2012: $807,859,377Liabilities 2012: $0Net Assets 2012: $807,859,3772012Assets 2013: $899,898,235Liabilities 2013: $0Net Assets 2013: $899,898,2352013Assets 2014: $932,671,921Liabilities 2014: $0Net Assets 2014: $932,671,9212014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $871,457,304Liabilities 2016: $0Net Assets 2016: $871,457,3042016Assets 2017: $1,026,824,671Liabilities 2017: $0Net Assets 2017: $1,026,824,6712017Assets 2018: $888,999,445Liabilities 2018: $0Net Assets 2018: $888,999,4452018Assets 2019: $1,095,020,249Liabilities 2019: $0Net Assets 2019: $1,095,020,2492019Assets 2020: $1,174,176,742Liabilities 2020: $0Net Assets 2020: $1,174,176,7422020Assets 2021: $1,322,092,526Liabilities 2021: $0Net Assets 2021: $1,322,092,5262021Assets 2022: $1,123,255,112Liabilities 2022: $0Net Assets 2022: $1,123,255,1122022Assets 2023: $1,249,761,926Liabilities 2023: $0Net Assets 2023: $1,249,761,9262023

Highlighted filing

2012

Assets$807,859,377
Liabilities$0
Net Assets$807,859,377
Open 2012 Filing

Operations Trend

Revenue Growth98th percentile

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

$400M$200M$0-$200MRevenue 2011: $24,392,755Expenses 2011: $52,305,754Net Income 2011: -$27,912,9992011Revenue 2012: $113,655,996Expenses 2012: $49,986,618Net Income 2012: $63,669,3782012Revenue 2013: $144,921,950Expenses 2013: $52,883,092Net Income 2013: $92,038,8582013Revenue 2014: $85,820,679Expenses 2014: $53,046,993Net Income 2014: $32,773,6862014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $158,506,424Expenses 2016: $50,042,713Net Income 2016: $108,463,7112016Revenue 2017: $209,732,887Expenses 2017: $54,365,520Net Income 2017: $155,367,3672017Revenue 2018: -$80,946,830Expenses 2018: $56,878,395Net Income 2018: -$137,825,2252018Revenue 2019: $266,895,895Expenses 2019: $60,875,092Net Income 2019: $206,020,8032019Revenue 2020: $140,687,416Expenses 2020: $61,530,922Net Income 2020: $79,156,4942020Revenue 2021: $216,036,960Expenses 2021: $68,121,176Net Income 2021: $147,915,7842021Revenue 2022: -$127,365,051Expenses 2022: $71,472,363Net Income 2022: -$198,837,4142022Revenue 2023: $196,641,999Expenses 2023: $70,135,185Net Income 2023: $126,506,8142023

Highlighted filing

2012

Revenue$113,655,996
Expenses$49,986,618
Net Income$63,669,378
Open 2012 Filing
Filing Detail Status

This 2012 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)
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Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Mission and Program Overview

Mission

Contributions by employees and employer of Carleton University for the purposes of providing retirement benefits; investment earnings on assets held in trust for retirement.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$807,859,377
Liabilities
$0
Net assets
$807,859,377
Revenue
$113,655,996
Expenses
$49,986,618
Net income
$63,669,378
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1,250$0.00$1,250$197$70.1$127
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,123$0.00$1,123$127$71.5$199
2021Summary only. Only limited summary data is available for this year.$1,322$0.00$1,322$216$68.1$148
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,174$0.00$1,174$141$61.5$79.2
2019Summary only. Only limited summary data is available for this year.$1,095$0.00$1,095$267$60.9$206
2018Summary only. Only limited summary data is available for this year.$889$0.00$889$80.9$56.9$138
2017Summary only. Only limited summary data is available for this year.$1,027$0.00$1,027$210$54.4$155
2016Summary only. Only limited summary data is available for this year.$871$0.00$871$159$50.0$108
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$933$0.00$933$85.8$53.0$32.8
2013Summary only. Only limited summary data is available for this year.$900$0.00$900$145$52.9$92.0
2012Summary only. Only limited summary data is available for this year.$808$0.00$808$114$50.0$63.7
2011Summary only. Only limited summary data is available for this year.$744$0.00$744$24.4$52.3$27.9