Civic Intelligence

Carleton University Retirement Plan S1S 5B6

990 • Fiscal year 2024 • EIN 98-0038349

Jan 01, 2024 to Dec 31, 2024 • Filed on May 06, 2025

Organization Profilewww.carleton.ca/pfm
1125 Colonel By Drive Pigiarvik 610Ottawa, Ontario K1S5B6CA

(613) 520-3620

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

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

2024 filings • 501(c)3 • $1B+ nonprofits • Source year 2024

Liabilities / Revenue

2nd percentile

0.00x

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

2024 filings • 501(c)3 • $1B+ nonprofits • Source year 2024

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2024 filings • 501(c)3 • $1B+ nonprofits • Source year 2024

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.

2024 filings • 501(c)3 • $1B+ nonprofits • Source year 2024

Asset Growth

27th percentile

3.9%

Faster asset growth than 27% of similar nonprofits.

2024 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-39%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$1,298,920,474

Up $49,158,548 (+3.9%) from 2023

Net Assets

Up

$1,298,920,474

Up $49,158,548 (+3.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin89th percentile

Revenue

Down

$119,228,817

Down $77,413,182 (-39%) from 2023

Expenses

Down

$70,070,269

Down $64,916 (-0.1%) from 2023

Net Income

Down

$49,158,548

Down $77,348,266 (-61%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth27th 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: $1,249,761,9262023Assets 2024: $1,298,920,474Liabilities 2024: $0Net Assets 2024: $1,298,920,4742024

Highlighted filing

2024

Assets$1,298,920,474
Liabilities$0
Net Assets$1,298,920,474
Open 2024 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: $126,506,8142023Revenue 2024: $119,228,817Expenses 2024: $70,070,269Net Income 2024: $49,158,5482024

Highlighted filing

2024

Revenue$119,228,817
Expenses$70,070,269
Net Income$49,158,548
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.0
Gross Receipts
$591,998,096
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; investment earnings on assets held in trust for the retirement plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,249,761,926$1,298,920,474▲ $49,158,548
Investments in Publicly Traded Securities$1,097,674,914$1,094,690,823▼ $2,984,091
Investments Other Securities$145,023,272$159,770,507▲ $14,747,235
Cash and Non-Interest-Bearing Accounts$-23,543$3,656,133▲ $3,679,676
Accounts Receivable$2,899,715$2,129,041▼ $770,674
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--
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$1,249,761,926$1,298,920,474▲ $49,158,548
Other Assets Total$4,187,568$38,673,970▲ $34,486,402
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--
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$1,249,761,926$1,298,920,474▲ $49,158,548
Total Liabilities and Net Assets / Fund Balance$1,249,761,926$1,298,920,474▲ $49,158,548

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$159,770,507--
Compensation and Service Providers
Top Officer Pay3rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Andrew UrquhartChairFT$149,925$149,925

Board Members and Trustees

NameTitle
Chad BurnsPension Committee Member
Duane McNairPension Committee Member
James SimpsonPension Committee Member
Kevin MannPension Committee Member
Mohamedou Ould Mohamed Abdel HayePension Committee Member
Randall GermainPension Committee Member
Susan MingiePension Committee Member

Highest Paid Contractors

ContractorServicesLocationCompensation
MFS Institutional InvestorsInvestment Management111 Huntington Ave, 21st Floor, Boston, MA 02199, Ca$759,322
AbInvestment Management770 Sherbroke Ouest, Bureau 1200, Montreal, Quebec, Ca$723,842
BrandesInvestment Management200 Burrard Street, 21st Floor, Vancouver, British Columbia, Ca$703,040
PhnInvestment Management-$540,238
State Street Global AdvisorsInvestment Management6 Adelaide St E, Suite 900, Toronto, Ontario, Ca$452,539
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$31,866,811
Investment Income
$180,012,043
Other Revenue
$-92,650,037
Change in Net Assets
$49,158,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,496,011
Salaries, Compensation, and Employee Benefits$422,632
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$64,151,626--$64,151,626
Fees for Service Investment Mgmnt Fees$0$4,641,636$0$4,641,636
Other Salaries and Wages$0$422,632$0$422,632
Fees for Services Legal$0$173,098$0$173,098
Other Expenses$0$89,793$0$89,793
Fees for Services Accounting$0$41,140$0$41,140
All Other Expenses$0$2,788$0$2,788
Total Functional Expenses$64,151,626$5,918,643$0$70,070,269
International Activity

International Summary

Offices
1
Employees
5
Spending
$64,151,626

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 America (including Canada and Mexico, but not the United States)Program ServicesRetirement Plan Payments15$64,151,626
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 6

“Members are members of the Carleton University Retirement Plan.”

Form 990, Part VI, Section A, Line 7A

“The governing body includes representatives who are elected by unionized and non-unionized employee 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 11B

“Management reviews the Form 990 before submission to the IRS.”

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 B, Line 15

“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 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.carleton.ca/finance”

Filing and Contact Details

Filer

Filer Name
Carleton University Retirement Plan
EIN
98-0038349
Phone
6135203620
Address
CA
Doing Business As
Carleton University

Signing Officer

Name
Andrew Urquhart
Title
Executive Director
Phone
3439963456
Signed
2025-05-06

Organization Details

Formed
1943
Voting Board Members
8
Independent Board Members
1
Employees
0
Volunteers
0
Raw XML AppendixShowing 400 of 660 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/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
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IRS990/Form990PartVIISectionAGrp/PersonNm1Randall Germain
IRS990/Form990PartVIISectionAGrp/PersonNm2James Simpson
IRS990/Form990PartVIISectionAGrp/PersonNm3Kevin Mann
IRS990/Form990PartVIISectionAGrp/PersonNm4Chad Burns
IRS990/Form990PartVIISectionAGrp/PersonNm5Duane McNair
IRS990/Form990PartVIISectionAGrp/PersonNm6Mohamedou Ould Mohamed Abdel Haye
IRS990/Form990PartVIISectionAGrp/PersonNm7Susan Mingie
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Pension Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Pension Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Pension Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Pension Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Pension Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Pension Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Pension Committee Member
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01943
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt00
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IRS990/GainOrLossGrp/OtherAmt00
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IRS990/GamingDirectExpensesAmt00
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IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0591971348
IRS990/GrossReceiptsAmt0591998096
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
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IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
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IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
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IRS990/IntangibleAssetsGrp/BOYAmt00
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IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/LocalChaptersInd00
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IRS990/MissionDesc0Contributions 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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IRS990/OtherExpensesGrp/Desc3Performance Measurement Fees
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1288176
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt232205
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt389793
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IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0227175
IRS990/OtherExpensesGrp/TotalAmt1288176
IRS990/OtherExpensesGrp/TotalAmt232205
IRS990/OtherExpensesGrp/TotalAmt389793
IRS990/OtherLiabilitiesGrp/BOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,298,920,474
Liabilities
$0
Net assets
$1,298,920,474
Revenue
$119,228,817
Expenses
$70,070,269
Net income
$49,158,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,299$0.00$1,299$119$70.1$49.2
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