Civic Intelligence

Carleton University Retirement Plan S1S 5B6

990 • Fiscal year 2020 • EIN 98-0038349

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

Organization ProfileN/A
1125 Colonel By Drive Rob610Ottawa, Ontario K1S 5B6CA

(613) 520-3620

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.

2020 filings • 501(c)3 • $1B+ nonprofits • Source year 2020

Liabilities / Revenue

1st percentile

0.00x

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

2020 filings • 501(c)3 • $1B+ nonprofits • Source year 2020

Net Margin

94th percentile

56%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Source year 2020

Top Officer Pay

2nd percentile

$132,000

Higher top officer pay than 2% of similar nonprofits.

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

2020 filings • 501(c)3 • $1B+ nonprofits • Source year 2020

Asset Growth

39th percentile

7.2%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-47%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets1st percentile

Assets

Up

$1,174,176,742

Up $79,156,493 (+7.2%) from 2019

Net Assets

Up

$1,174,176,742

Up $79,156,493 (+7.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin94th percentile

Revenue

Down

$140,687,416

Down $126,208,479 (-47%) from 2019

Expenses

Up

$61,530,922

Up $655,830 (+1.1%) from 2019

Net Income

Down

$79,156,494

Down $126,864,309 (-62%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2020

Assets$1,174,176,742
Liabilities$0
Net Assets$1,174,176,742
Open 2020 Filing

Operations Trend

Revenue Growth2nd 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

2020

Revenue$140,687,416
Expenses$61,530,922
Net Income$79,156,494
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.1
Gross Receipts
$515,168,598
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.

Contributions by employees and employer of carleton university for the purposes of providing retirement benefits; invest. Earnings on assets held in trust for retirement plan

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,095,020,249$1,174,176,742▲ $79,156,493
Investments in Publicly Traded Securities$981,114,273$1,058,252,617▲ $77,138,344
Investments Other Securities$87,975,081$105,633,384▲ $17,658,303
Cash and Non-Interest-Bearing Accounts$19,119,656$5,034,926▼ $14,084,730
Accounts Receivable$2,916,736$1,362,433▼ $1,554,303
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,095,020,249$1,174,176,742▲ $79,156,493
Other Assets Total$3,894,503$3,893,382▼ $1,121
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,095,020,249$1,174,176,742▲ $79,156,493
Total Liabilities and Net Assets / Fund Balance$1,095,020,249$1,174,176,742▲ $79,156,493

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$105,633,384--
Compensation and Service Providers
Top Officer Pay2nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Elizabeth SpringerDirector, Pension Fund ManagemFT$132,000$132,000

Board Members and Trustees

NameTitle
Debra AlvesDirector
Frances WooleyDirector
James SimpsonDirector
Justin MihalicDirector
Randall GermainDirector
Trevor ManningDirector
Michel PicheSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Mfs Institutional InvestorsInvestment Managemen111 HUNTINGTON AVE 21ST FLOOR, Boston, MA 02199, Ca$1,083,253
State Street Global AdvisorsInvestment Managemen161 BAY ST 27TH FLR, Toronto, ONTARIO, Ca$584,185
AbInvestment Managemen200 BURRARD ST 21ST FLR, Vancouver, BC, Ca$569,071
PhnInvestment Managemen20 BAY ST SUITE 400, Toronto, ONTARIO, Ca$484,041
BrandesInvestment Managemen-$464,826
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$63,477,033
Investment Income
$62,543,333
Other Revenue
$14,667,050
Change in Net Assets
$79,156,494
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,047,446
Salaries, Compensation, and Employee Benefits$351,574
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$56,131,902--$56,131,902
Fees for Service Investment Mgmnt Fees-$4,372,406-$4,372,406
Other Salaries and Wages-$351,574-$351,574
Other Expenses-$74,685-$74,685
Fees for Services Legal-$66,369-$66,369
Fees for Services Accounting-$36,982-$36,982
All Other Expenses-$1,360-$1,360
Total Functional Expenses$56,131,902$5,399,020$0$61,530,922
International Activity

International Summary

Offices
1
Employees
2
Spending
$56,131,902

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

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaProgram ServicesRetirement Plan/paymen12$56,131,902
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Carleton University Retirement Plan
EIN
98-0038349
In Care Of
% ELIZABETH SPRINGER
Phone
6135203620
Address
CA

Signing Officer

Name
Elizabeth Springer
Title
Director
Phone
6135203620
Signed
2021-05-12

Organization Details

Principal Officer
Elizabeth Springer
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Preparer
Janice Connors
Phone
9024926000
Supplemental Narrative

Additional Explanations

Form 990

“Form 990, part vi, section a, line 6: members are members of the carleton university retirement plan. Form 990, part vi, section a, lines 7a and 7b: the governing body includes representatives who are elected by unionized and non-unionized employees groups at carleton university. Decisions of the governing body are subject to approval by the board of governors of carleton university. Form 990, part vi, section b, line 11a,b: management reviews the form 990 before submission to the irs. Form 990, part vi, section b, line 15b: compensation of the only remunerated individual (see part viii) is determined according to the salary system in place for carleton university. Form 990, part vi, section b, line 12c; the organization regularly and consistently monitored and enforced the conflict of interest policy through self-identification at regular meetings. Form 990, part vi, section c, line 19: the governing documents, conflict of interest policy and financial statements are available to any plan member upon request. Summary financial information is distributed to all plan members annually. A summary of the governing documents is posted on the carleton university website: www.carelton.ca/finance”

Raw XML AppendixShowing 400 of 497 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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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1165014
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1-1638154
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IRS990/PYOtherExpensesAmt04508691
IRS990/PYOtherRevenueAmt0133222762
IRS990/PYProgramServiceRevenueAmt049264789
IRS990/PYRevenuesLessExpensesAmt0206020803
IRS990/PYSalariesCompEmpBnftPaidAmt0319350
IRS990/PYTotalExpensesAmt060875092
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IRS990/PYTotalRevenueAmt0266895895
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,174,176,742
Liabilities
$0
Net assets
$1,174,176,742
Revenue
$140,687,416
Expenses
$61,530,922
Net income
$79,156,494
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1B+ nonprofits