UNIVERSITY OF WATERLOO: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WATERLOO (EIN 98-0061413)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2021-09-15
- IRS object ID
- 202142589349301839
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-15T09:31:15-07:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 980061413 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WATERLOO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5198884567 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 University Ave West | AddressLine1Txt |
| City | Waterloo | CityNm |
| Province Or State | Ontario | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | N2L 3G1 | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sarah Hadley | PersonNm |
| Person Title | Director of Finance | PersonTitleTxt |
| Phone | 5198884567 | PhoneNum |
| Signature | 2021-09-14 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Profile Password Change | Yes (X) | ProfilePasswordChangeInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Feridun Hamdullahpur | PrincipalOfficerNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 University Ave West | AddressLine1Txt |
| City | Waterloo | CityNm |
| Province Or State | Ontario | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | N2L 3G1 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,209,637,047 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | uwaterloo.ca | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile Country | CA | LegalDomicileCountryCd |
| Activity Or Mission | The pursuit of learning through scholarship, teaching, and research | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $432,128,120 | PYContributionsGrantsAmt |
| CY Contributions Grants | $445,645,823 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $530,429,951 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $594,677,143 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,994,378 | PYInvestmentIncomeAmt |
| CY Investment Income | $58,366,924 | CYInvestmentIncomeAmt |
| PY Other Revenue | $163,893,001 | PYOtherRevenueAmt |
| CY Other Revenue | $105,081,110 | CYOtherRevenueAmt |
| PY Total Revenue | $1,159,445,450 | PYTotalRevenueAmt |
| CY Total Revenue | $1,203,771,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $687,827,158 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $718,136,302 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $2,205,513 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $19,649,566 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $415,727,981 | PYOtherExpensesAmt |
| CY Other Expenses | $365,908,185 | CYOtherExpensesAmt |
| PY Total Expenses | $1,103,555,139 | PYTotalExpensesAmt |
| CY Total Expenses | $1,086,250,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $55,890,311 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $117,521,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,140,989,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,413,262,204 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,244,880,059 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,267,009,033 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $896,109,787 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,146,253,171 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The pursuit of learning through scholarship, teaching, and research | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $835,941,356 | ExpenseAmt |
| Revenue | $1,002,456,916 | RevenueAmt |
| Desc | Academic (Teaching and Scholarships) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $136,421,341 | ExpenseAmt |
| Grant | $9,868,594 | GrantAmt |
| Revenue | $146,955,442 | RevenueAmt |
| Desc | Research | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $40,067,143 | ExpenseAmt |
| Revenue | $48,493,008 | RevenueAmt |
| Desc | Other Program Services (Described in Schedule O) | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | N/A | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,012,429,840 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sarah Hadley | PersonNm |
| Phone | 5198884567 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 University Avenue West | AddressLine1Txt |
| Address Line2 | East Campus 5 4th Floor | AddressLine2Txt |
| City | Waterloo | CityNm |
| Province Or State | Ontario | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | N2L 3G1 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Cindy Forbes | |||||||||
| Chair, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Murray Gamble | |||||||||
| Vice-Chair, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Karen Jack | |||||||||
| Secretary | 35 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| Dominic Barton | |||||||||
| Chancellor | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Feridun Hamdullahpur | |||||||||
| President, Vice-Chancellor, Board of Governors | 35 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | Yes (X) | Yes (X) |
| Berry Vrbanovic | |||||||||
| Mayor, Kitchener, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Dave Jaworsky | |||||||||
| Mayor, Waterloo, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Karen Redmond | |||||||||
| Regional Chair, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Upkar Arora | |||||||||
| Community-at-Large, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jagdeep Singh Bachher | |||||||||
| Community-at-Large, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Russell Hiscock | |||||||||
| Community-at-Large, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mike Ashmore | |||||||||
| Community-at-Large, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Martha George | |||||||||
| Community-at-Large, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James Schlegel | |||||||||
| Community-at-Large, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Peter Barr | |||||||||
| Community-at-Large, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Sheryl Kennedy | |||||||||
| Community-at-Large, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Tony Giovinazzo | |||||||||
| Community-at-Large, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Nyla Ahmad | |||||||||
| Community-at-Large, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Carol Cressman | |||||||||
| Community-at-Large, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Andre Hladio | |||||||||
| Community-at-Large, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Lisa Mak | |||||||||
| Community-at-Large, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jeremy Steffler | |||||||||
| Staff, Board of Governors | 35 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Grant | |||||||||
| Staff, Board of Governors | 35 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Anne Bordeleau | |||||||||
| Faculty, Board of Governors | 35 | 0 | Yes (X) | $0 | $0 | $0 | |||
| George Freeman | |||||||||
| Faculty, Board of Governors | 35 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ian Milligan | |||||||||
| Faculty, Board of Governors | 35 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Neil Randall | |||||||||
| Faculty, Board of Governors | 35 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Paul Fieguth | |||||||||
| Faculty, Board of Governors | 35 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Stanley Woo | |||||||||
| Faculty, Board of Governors | 35 | 0 | Yes (X) | $0 | $0 | $0 | |||
| En-Hui Yang | |||||||||
| Faculty, Board of Governors | 35 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Sabrina Khandakar | |||||||||
| Undergraduate Student Representative, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Sam Rubin | |||||||||
| Undergraduate Student Representative, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Abbie Simpson | |||||||||
| Undergraduate Student Representative, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Max Salman | |||||||||
| Graduate Student Representative, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Julia Goyal | |||||||||
| Graduate Student Representative, Board of Governors | 0.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1760 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Bondfield Construction Company | ||||||
| 131 Saramia Cres | Concord | ON | CA | L4K 4P7 | Construction | $8,547,907 |
| Canadian Research Knowledge Network | ||||||
| 11 Holland Ave Unit411 | Ottawa | ON | CA | K1Y 4S1 | Research | $5,634,466 |
| Collaborative Structures Limited | ||||||
| 6683 Ellis Road | Cambridge | ON | CA | N3C 2V4 | Construction Management | $5,503,993 |
| Softchoice Corporation | ||||||
| 20 Mowat Avenue | Toronto | ON | CA | M6K 3E8 | Software | $4,331,617 |
| JMR Electric Ltd | ||||||
| 301 Thames Road East | Exeter | ON | CA | N0M 1S3 | Construction | $3,154,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 119 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $433,907,659 | GovernmentGrantsAmt |
| All Other Contributions | $11,738,164 | AllOtherContributionsAmt |
| Noncash Contributions | $214,930 | NoncashContributionsAmt |
| Total Contributions | $445,645,823 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Academic Fees | Desc |
| Business | 611310 | BusinessCd |
| Total Revenue Column | $594,677,143 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $594,677,143 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $594,677,143 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,349,990 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,349,990 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $164,166 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $164,166 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,988,807 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,988,807 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,988,807 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,988,807 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $16,934 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $16,934 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,934 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,934 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $9,624,905 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,866,047 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,758,858 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,758,858 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,169,279 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $97,169,279 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $97,169,279 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,203,771,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $758,125,177 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,501,282 | TotalAmt |
| Program Services | $558,940,282 | ProgramServicesAmt |
| Management And General | $18,227,000 | ManagementAndGeneralAmt |
| Fundraising | $12,334,000 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,635,020 | TotalAmt |
| Program Services | $121,966,307 | ProgramServicesAmt |
| Management And General | $3,977,312 | ManagementAndGeneralAmt |
| Fundraising | $2,691,401 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,220,808 | TotalAmt |
| Management And General | $2,220,808 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,166 | TotalAmt |
| Management And General | $283,166 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,205,513 | TotalAmt |
| Fundraising | $2,205,513 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,117,520 | TotalAmt |
| Program Services | $22,867,217 | ProgramServicesAmt |
| Management And General | $745,698 | ManagementAndGeneralAmt |
| Fundraising | $504,605 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,580,725 | TotalAmt |
| Program Services | $2,525,006 | ProgramServicesAmt |
| Fundraising | $55,719 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,614,868 | TotalAmt |
| Program Services | $55,576,149 | ProgramServicesAmt |
| Management And General | $1,812,334 | ManagementAndGeneralAmt |
| Fundraising | $1,226,385 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,239,273 | TotalAmt |
| Program Services | $15,397,394 | ProgramServicesAmt |
| Management And General | $502,108 | ManagementAndGeneralAmt |
| Fundraising | $339,771 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,932 | TotalAmt |
| Program Services | $282,932 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,870,942 | TotalAmt |
| Program Services | $5,870,942 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,298,595 | TotalAmt |
| Program Services | $2,179,431 | ProgramServicesAmt |
| Management And General | $71,071 | ManagementAndGeneralAmt |
| Fundraising | $48,093 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $995,763 | TotalAmt |
| Program Services | $944,141 | ProgramServicesAmt |
| Management And General | $30,788 | ManagementAndGeneralAmt |
| Fundraising | $20,834 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19 | TotalAmt |
| Management And General | $19 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,156,720 | TotalAmt |
| Program Services | $49,156,720 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,498,607 | TotalAmt |
| Management And General | $2,498,607 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Scholarships | $136,585,803 | $136,585,803 | $0 | $0 |
| Municipal Taxes and Utilities | $23,471,775 | $0 | $23,471,775 | $0 |
| Equipment Repairs and Maintenance | $10,669,955 | $10,116,802 | $329,908 | $223,245 |
| Other (Library Aquisitions) | $639,785 | $639,785 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,380,929 | TotalAmt |
| Program Services | $29,380,929 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,086,250,000 | TotalAmt |
| Program Services | $1,012,429,840 | ProgramServicesAmt |
| Management And General | $54,170,594 | ManagementAndGeneralAmt |
| Fundraising | $19,649,566 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,051,879 | BOYAmt |
| EOY | $680,917,031 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,980,010 | BOYAmt |
| EOY | $47,059,564 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,204,344 | BOYAmt |
| EOY | $1,681,246 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,311,662 | BOYAmt |
| EOY | $17,486,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,477,728,211 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $570,994,929 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,242,985 | BOYAmt |
| EOY | $906,733,282 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $678,198,966 | BOYAmt |
| EOY | $759,384,875 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,140,989,846 | BOYAmt |
| EOY | $2,413,262,204 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,161,094 | BOYAmt |
| EOY | $75,409,527 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,478,540 | BOYAmt |
| EOY | $111,152,765 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,129,240,425 | BOYAmt |
| EOY | $1,080,446,741 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,244,880,059 | BOYAmt |
| EOY | $1,267,009,033 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,102,631 | BOYAmt |
| EOY | $26,838,782 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $876,007,156 | BOYAmt |
| EOY | $1,119,414,389 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $896,109,787 | BOYAmt |
| EOY | $1,146,253,171 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,140,989,846 | BOYAmt |
| EOY | $2,413,262,204 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $117,521,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $28,266,395 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $104,355,989 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $65,220 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $402,805,708 | BeginningYearBalanceAmt |
| Contributions | $10,849,679 | ContributionsAmt |
| Investment Earnings Or Losses | $28,266,395 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $441,921,782 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $390,772,552 | BeginningYearBalanceAmt |
| Contributions | $14,331,612 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,298,456 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $402,805,708 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $375,130,483 | BeginningYearBalanceAmt |
| Contributions | $15,235,069 | ContributionsAmt |
| Investment Earnings Or Losses | $407,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $390,772,552 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $367,895,130 | BeginningYearBalanceAmt |
| Contributions | $5,393,977 | ContributionsAmt |
| Investment Earnings Or Losses | $1,841,376 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $375,130,483 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $333,379,080 | BeginningYearBalanceAmt |
| Contributions | $21,660,073 | ContributionsAmt |
| Investment Earnings Or Losses | $12,855,977 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $367,895,130 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $16,744,845 | OtherCostOrOtherBasisAmt |
| Book Value | $16,744,845 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,156,001,291 | OtherCostOrOtherBasisAmt |
| Depreciation | $386,794,786 | DepreciationAmt |
| Book Value | $769,206,505 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $252,701,093 | OtherCostOrOtherBasisAmt |
| Depreciation | $142,318,842 | DepreciationAmt |
| Book Value | $110,382,251 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $52,280,982 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,881,301 | DepreciationAmt |
| Book Value | $10,399,681 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $906,733,282 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred Contributions | $359,868,558 |
| Deferred Contributions - Unrealized Gains/Loss | $8,070,245 |
| Employee Future Benefits | $277,893,638 |
| Deferred Capital Contributions | $434,614,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,080,446,741 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,203,771,413 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $0 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $5,865,634 | OtherRevenueAmt |
| Revenue Not Reported | $5,865,634 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,197,905,779 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $5,865,221 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,865,221 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,203,771,000 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,086,250,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,086,250,000 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,086,250,000 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1 | Donations of art etc for research and exhibition |
| Schedule D, Part III, Line 4 | Works of Art are held for public display for the purpose of education, and/or are used to facilitate research |
| Schedule D, Part V, Line 4 | Endowment funds are used to generate income to support the University programs (Teaching, Research and Scholarship) |
| Schedule D, Part XI, Line 2d | Represents expenses for cost of goods sold, included on form 990, Part VIII, 10b |
| Schedule D, Part XI, Line 4b | Taken out due to COGS calculation |
| Schedule D, Part XII, Line 2d | Represents expenses for cost of goods sold, included on form 990, Part VIII, 10b |
| Schedule D, Part XII, Line 4b | Additional Expenses |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | 0 | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | Stated on website and press releases |
| Schedule E, Part I, Line 4 | Stated on website and in press releases |
| Schedule E, Part I, Line 6 | Grants received from Federal, Provincial, and Municipal governments per statutes |
| Schedule E, Part I, Line 6a | Funding is received from various government agencies including local, provincial and federal. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ruffalo Noel Levitz | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 Kirkwood Pkwy SW | AddressLine1Txt |
| City | Cedar Rapids | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising via phone call | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $17,248 | RetainedByContractorAmt |
| Net To Organization | -$17,248 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $17,248 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$17,248 | TotalNetToOrganizationAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $65,220 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | 3rd Party Expert Valuation | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $7,810 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | 3rd Party Expert Valuation | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $57,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | 3rd Party Expert Valuation | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Equipment | 2 | $80,000 | 3rd Party Expert Valuation |
| Yes (X) | Suppllies | 1 | $4,400 | 3rd Party Expert Valuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4c | NOTE: All amounts reported are in Canadian Dollars ($CAD) Other Program services include ancillary operations such as Retail, Food, Residences and Parking |
| Form 990, Part VI, Section A, Line 7a | Certain members of the Board of Governors are elected by those they are intended to represent (Staff, Faculty, Students), other members of the board are elected by the Senate. |
| Form 990, Part VI, Section B, Line 11b | A detailed review of Form 990 and its schedules are completed by the Director, Finance prior to submission. |
| Form 990, Part VI, Section B, Line 12c | Each Governor must complete form annually, and have it submitted to the Secretary (University By-Law 1, Section 1). |
| Form 990, Part VI, Section B, Line 15 | 990 Part VI, Section B, 15 a & b) Review and approval by the Board of Governors. |
| Form 990, Part VI, Section C, Line 19 | All governing documents, including Conflict of Interest policy, and Financial Statements are available on the website. |
| Form 990, Part VII, Section A, Line 1a | List of employees compensated more than $100,000 CAD during 2020 is available on Government of Ontario website - Public Salary Disclosures |
| Form 990, Part XI, Line 9 | Changes in endowment funds and investments |