Civic Intelligence

Carleton University Retirement Plan S1 S 5 B6

EIN 98-0038349 • 501(c)3 • Canada

Canada
Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

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

501(c)3 • $1B+ nonprofits • Source year 2025

Liabilities / Revenue

2nd percentile

0.00x

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

501(c)3 • $1B+ nonprofits • Source year 2025

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2025

Top Officer Pay

3rd percentile

$149,925

Higher top officer pay than 3% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

501(c)3 • $1B+ nonprofits • Source year 2025

Asset Growth

83rd percentile

16%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Annualized from 2024 to 2025

Revenue Growth

96th percentile

143%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$1,249,761,926

Up $126,506,814 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$1,249,761,926

Up $126,506,814 (+11%) from 2022

Operations
Liabilities / Revenue2nd percentileNet Margin96th percentile

Revenue

Up

$196,641,999

Up $324,007,050 (+254%) from 2022

Expenses

Down

$70,135,185

Down $1,337,178 (-1.9%) from 2022

Net Income

Up

$126,506,814

Up $325,344,228 (+164%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$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

2023

Assets$1,249,761,926
Liabilities$0
Net Assets$1,249,761,926
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest 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

2023

Revenue$196,641,999
Expenses$70,135,185
Net Income$126,506,814
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$1,249,761,926
Liabilities
$0
Net assets
$1,249,761,926
Revenue
$196,641,999
Expenses
$70,135,185
Net income
$126,506,814
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
Latest Filing Detail
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Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
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.

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