BROCK UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BROCK UNIVERSITY (EIN 98-0052780)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2026-03-03
- IRS object ID
- 202640629349300719
- Schema version
- 2024v5.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-03T09:17:39-06:00 | ReturnTs |
| Tax Period End | 2025-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 980052780 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROCK UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROC | BusinessNameControlTxt |
| Phone | 9056885550 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1812 SIR ISAAC BROCK WAY | AddressLine1Txt |
| City | ST CATHARINES | CityNm |
| Province Or State | ON | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | L2S 3A1 | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA TONNOS | PersonNm |
| Person Title | CFO & AVP FINANCE | PersonTitleTxt |
| Foreign Phone | 9056885550 | ForeignPhoneNum |
| Signature | 2026-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHY JOSPEH | PreparerPersonNm |
| PTIN | P01085371 | PTIN |
| Phone | 6179881000 | PhoneNum |
| Preparation | 2026-02-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LESLEY RIGG | PrincipalOfficerNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1812 SIR ISAAC BROCK WAY | AddressLine1Txt |
| City | ST CATHARINES | CityNm |
| Province Or State | ON | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | L2S 3A1 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $304,314,948 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BROCKU.CA | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile Country | CA | LegalDomicileCountryCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 5883 | TotalEmployeeCnt |
| Total Volunteers | 900 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $91,224,937 | PYContributionsGrantsAmt |
| CY Contributions Grants | $93,189,375 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $149,181,424 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $143,288,805 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,081,668 | PYInvestmentIncomeAmt |
| CY Investment Income | $19,293,211 | CYInvestmentIncomeAmt |
| PY Other Revenue | $42,110,472 | PYOtherRevenueAmt |
| CY Other Revenue | $45,235,081 | CYOtherRevenueAmt |
| PY Total Revenue | $292,598,501 | PYTotalRevenueAmt |
| CY Total Revenue | $301,006,472 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,346,153 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,440,296 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $190,019,266 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $189,821,981 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,441,453 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $92,035,028 | PYOtherExpensesAmt |
| CY Other Expenses | $92,742,238 | CYOtherExpensesAmt |
| PY Total Expenses | $301,400,447 | PYTotalExpensesAmt |
| CY Total Expenses | $300,004,515 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,801,946 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,001,957 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $603,069,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $589,777,502 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $417,251,812 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $415,918,429 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $185,817,693 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $173,859,073 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $232,968,815 | ExpenseAmt |
| Grant | $17,440,296 | GrantAmt |
| Revenue | $175,879,332 | RevenueAmt |
| Desc | INCORPORATED IN 1964, BROCK UNIVERSITY HAS CONTINUALLY DEVELOPED RIGOROUS UNDERGRADUATE AND GRADUATE PROGRAMS, INCLUDING EXPERIENTIAL LEARNING OPPORTUNITIES. BROCK IS A COMPREHENSIVE UNIVERSITY WITH STRONG ACADEMIC PROGRAMMING AND CUTTING-EDGE RESEARCH DONE IN WORLD-CLASS FACILITIES. BROCK OFFERS MORE THAN 130 UNDERGRADUATE AND GRADUATE PROGRAMS.TOTAL STUDENT HEADCOUNT FOR 2024-25 WAS OVER 18,912 STUDENTS. BROCK HAS 7 ACADEMIC FACULTIES; APPLIED HEALTH SCIENCES, GOODMAN SCHOOL OF BUSINESS, EDUCATION, HUMANITIES, MATHEMATICS AND SCIENCE, SOCIAL SCIENCES, AND GRADUATE STUDIES. BROCK HAS A TOTAL FACULTY OF 600, AND 12 RESEARCH CHAIRS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,957,363 | ExpenseAmt |
| Revenue | $12,130,565 | RevenueAmt |
| Desc | RESEARCHBROCK'S TRANSDISCIPLINARY COMMUNITY-BASED, RESEARCH SUPPORTS THE REGION'S EMERGING INDUSTRY CLUSTERS, SUCH AS BIOMANUFACTURING, DIGITAL MEDIA, GREEN TECHNOLOGY, AND LIFE SCIENCES. THROUGH THE MAIN RESEARCH INSTITUTES AND CENTRES AT BROCK, WE FOSTER INTELLECTUAL ENVIRONMENTS IN WHICH RESEARCHERS ACROSS DISCIPLINES COMBINE THEIR EXPERTISE TO CREATE NEW FORMS OF INQUIRY AND NEW TYPES OF SOLUTIONS. MOST OF BROCK'S EXTERNAL RESEARCH REVENUE IS FROM THE TRI-COUNCIL (CIHR, NSERC, AND SSHRC). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $244,926,178 | 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 | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5883 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSH TONNOS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9056885550 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1812 SIR ISAAC BROCK WAY | AddressLine1Txt |
| City | ST CATHARINES | CityNm |
| Province Or State | ONTARIO | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | L2S 3A1 | ForeignPostalCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| LESLEY RIGG | ||||||||
| PRESIDENT & VICE CHANCELLOR | 35.00 | Yes (X) | Yes (X) | $279,836 | $0 | $19,090 | ||
| ANTENEH AYANSO | ||||||||
| FACULTY TRUSTEE | 40.00 | Yes (X) | $200,637 | $0 | $19,020 | |||
| DON CYR | ||||||||
| FACULTY TRUSTEE (THRU 5/1/24) | 40.00 | Yes (X) | $178,429 | $0 | $19,076 | |||
| NOTA KLENTROU | ||||||||
| FACULTY TRUSTEE (AS OF 6/1/24) | 40.00 | Yes (X) | $163,600 | $0 | $18,364 | |||
| DAN MALLECK | ||||||||
| FACULTY TRUSTEE | 40.00 | Yes (X) | $133,751 | $0 | $16,133 | |||
| MATTHEW MELNYK | ||||||||
| STAFF TRUSTEE | 35.00 | Yes (X) | $86,488 | $0 | $11,902 | |||
| LAURA LANE | ||||||||
| STAFF TRUSTEE | 35.00 | Yes (X) | $66,181 | $0 | $9,525 | |||
| CHRISTIAN SANTESSO | ||||||||
| STUDENT TRUSTEE (5/1/24-4/30/25) | 1.00 | Yes (X) | $3,753 | $0 | $0 | |||
| ANUSHA PAHUJA | ||||||||
| STUDENT TRUSTEE (5/1/24-4/30/25) | 1.00 | Yes (X) | $1,336 | $0 | $0 | |||
| HILARY PEARSON | ||||||||
| CHANCELLOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| REJEANNE AIMEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK ARTHUR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG BERTI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLEIGH CHARLTON | ||||||||
| STUDENT TRUSTEE (THRU 5/30/24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN DAVEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARTI FREEMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LUCY HE | ||||||||
| TRUSTEE (AS OF 7/1/24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLIE HUGHES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NYARAYI KAPISAVANHU | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTIAN KNIBUTAT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN LANG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN MAGEE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARLEEN MCMASTER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE MCCOURT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNA ROBERTO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE SAWCHUK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE THOMPSON | ||||||||
| TRUSTEE (THRU 6/30/24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT WELCH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBBIE ZIMMERMANN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM KENYON | ||||||||
| VP, RESEARCH | 35.00 | Yes (X) | $197,095 | $0 | $19,090 | |||
| MEAGHAN RUSNELL | ||||||||
| INTERIM VP, EXTERNAL | 35.00 | Yes (X) | $170,451 | $0 | $19,090 | |||
| MICHELLE MCGINN | ||||||||
| ACTING VP, RESEARCH | 35.00 | Yes (X) | $164,347 | $0 | $18,912 | |||
| JOSH TONNOS | ||||||||
| CFO & AVP FINANCIAL SERVICES | 35.00 | Yes (X) | $146,688 | $0 | $16,833 | |||
| SCOTT JOHNSTONE | ||||||||
| VP, ADMINISTRATION (AS OF 12/09/24) | 35.00 | Yes (X) | $137,934 | $0 | $16,533 | |||
| YVONNE ROUSSEL | ||||||||
| SECRETARY | 35.00 | Yes (X) | $119,242 | $0 | $14,852 | |||
| ARJA VAINIO-MATTILA | ||||||||
| PROVOST & VP ACADEMIC (AS OF 07/22/24) | 35.00 | Yes (X) | $97,389 | $0 | $11,254 | |||
| JENNIFER GUARASCI | ||||||||
| ACTING VP, ADMIN (THRU 12/9/24) | 35.00 | Yes (X) | $170,451 | $0 | $19,090 | |||
| DIRK DE CLERCQ | ||||||||
| PROFESSOR | 40.00 | $285,615 | $0 | $19,076 | Yes (X) | |||
| JENNIFER LI | ||||||||
| ASSOCIATE DEAN | 40.00 | $207,676 | $0 | $19,076 | Yes (X) | |||
| SHENG DENG | ||||||||
| PROFESSOR | 40.00 | $199,255 | $0 | $19,076 | Yes (X) | |||
| BARBARA SAINTY | ||||||||
| PROFESSOR | 40.00 | $201,189 | $0 | $15,849 | Yes (X) | |||
| MARTIN KUSY | ||||||||
| PROFESSOR | 40.00 | $208,032 | $0 | $4,928 | Yes (X) | |||
| CHABRIOL COLEBATCH | ||||||||
| GENERAL COUNSEL & AVP, LEGAL, COMPLIANCE & PRIVACY | 35.00 | $142,044 | $0 | $16,544 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,561,419 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $343,313 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 706 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | 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 |
|---|---|---|---|---|---|---|
| GARDA | ||||||
| 54 CENTENNIAL PARKWAY NORTH | HAMILTON | ONTARIO | CA | L8E 1H6 | SECURITY | $723,360 |
| WORKDAY LIMITED | ||||||
| THE KINGS BUILDING 152-155 CHURCH | DUBLIN | EI | D07 A0TN | SOFTWARE | $499,862 | |
| TELUS HEALTH (CANADA) LTD | ||||||
| 25 YORK STREET 29TH FLOOR | TORONTO | ONTARIO | CA | M5J 2V5 | COUNSELING/CONSULTING | $415,812 |
| ARCHITECTS TILLMANN RUTH ROBINSON INC | ||||||
| 200 QUEENS AVENUE SUITE 700 | LONDON | ONTARIO | CA | N6A 1J3 | ARCHITECTURAL SERVICES | $399,180 |
| KPMG LLP | ||||||
| 333 BAY STREET SUITE 4600 | TORONTO | ONTARIO | CA | M5H 2S5 | CONSULTING & PROFESSIONAL SERVICES | $366,582 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $68,237 | FundraisingAmt |
| Government Grants | $85,973,475 | GovernmentGrantsAmt |
| All Other Contributions | $7,147,663 | AllOtherContributionsAmt |
| Noncash Contributions | $56,083 | NoncashContributionsAmt |
| Total Contributions | $93,189,375 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT FEES | 611710 | $131,158,240 | $131,158,240 |
| RESEARCH | 611310 | $12,130,565 | $12,130,565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $143,288,805 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,293,211 | TotalRevenueColumnAmt |
| Exclusion | $19,293,211 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $257,185 | TotalRevenueColumnAmt |
| Exclusion | $257,185 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $923,521 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $643,162 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $280,359 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $280,359 | TotalRevenueColumnAmt |
| Exclusion | $280,359 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,811 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $68,237 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $47,366 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$23,555 | TotalRevenueColumnAmt |
| Exclusion | -$23,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,418,050 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,617,948 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $800,102 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $800,102 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANCILLARY | 611710 | $28,990,924 | $28,990,924 |
| SUNDRY | 611310 | $14,930,066 | $14,930,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $43,920,990 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $301,006,472 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $188,009,897 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,807,200 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,679 | TotalAmt |
| Program Services | $170,679 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,269,617 | TotalAmt |
| Program Services | $17,269,617 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,147,157 | TotalAmt |
| Program Services | $676,418 | ProgramServicesAmt |
| Management And General | $1,470,739 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,384,446 | TotalAmt |
| Program Services | $134,238,380 | ProgramServicesAmt |
| Management And General | $19,978,656 | ManagementAndGeneralAmt |
| Fundraising | $1,167,410 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,749,438 | TotalAmt |
| Program Services | $9,206,142 | ProgramServicesAmt |
| Management And General | $1,463,636 | ManagementAndGeneralAmt |
| Fundraising | $79,660 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,889,238 | TotalAmt |
| Program Services | $8,469,440 | ProgramServicesAmt |
| Management And General | $1,346,512 | ManagementAndGeneralAmt |
| Fundraising | $73,286 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,651,702 | TotalAmt |
| Program Services | $9,978,867 | ProgramServicesAmt |
| Management And General | $1,586,488 | ManagementAndGeneralAmt |
| Fundraising | $86,347 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,920 | TotalAmt |
| Program Services | $150,138 | ProgramServicesAmt |
| Management And General | $148,782 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,088 | TotalAmt |
| Program Services | $2,779 | ProgramServicesAmt |
| Management And General | $102,309 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,619 | TotalAmt |
| Management And General | $440,619 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,154,249 | TotalAmt |
| Program Services | $1,370,934 | ProgramServicesAmt |
| Management And General | $762,525 | ManagementAndGeneralAmt |
| Fundraising | $20,790 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,418,653 | TotalAmt |
| Program Services | $1,225,331 | ProgramServicesAmt |
| Management And General | $136,318 | ManagementAndGeneralAmt |
| Fundraising | $57,004 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,324,386 | TotalAmt |
| Program Services | $851,856 | ProgramServicesAmt |
| Management And General | $446,868 | ManagementAndGeneralAmt |
| Fundraising | $25,662 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,209,117 | TotalAmt |
| Program Services | $3,012,434 | ProgramServicesAmt |
| Management And General | $1,096,132 | ManagementAndGeneralAmt |
| Fundraising | $100,551 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,955,596 | TotalAmt |
| Program Services | $4,979,945 | ProgramServicesAmt |
| Management And General | $8,892,761 | ManagementAndGeneralAmt |
| Fundraising | $82,890 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,977,860 | TotalAmt |
| Program Services | $2,659,575 | ProgramServicesAmt |
| Management And General | $120,304 | ManagementAndGeneralAmt |
| Fundraising | $197,981 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,160 | TotalAmt |
| Program Services | $319,707 | ProgramServicesAmt |
| Management And General | $27,644 | ManagementAndGeneralAmt |
| Fundraising | $1,809 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,392,260 | TotalAmt |
| Program Services | $352,100 | ProgramServicesAmt |
| Management And General | $7,040,160 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,147,499 | TotalAmt |
| Program Services | $24,720,585 | ProgramServicesAmt |
| Management And General | $398,573 | ManagementAndGeneralAmt |
| Fundraising | $28,341 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $850,627 | TotalAmt |
| Program Services | $41,944 | ProgramServicesAmt |
| Management And General | $808,507 | ManagementAndGeneralAmt |
| Fundraising | $176 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESEARCH | $11,974,007 | $11,957,363 | $16,644 | |
| OTHER OPERATING SUPPLY | $6,823,235 | $6,364,504 | $217,081 | $241,650 |
| MEMBERSHIP DUES | $1,038,938 | $896,250 | $131,740 | $10,948 |
| STUDENT RECRUITMENT | $606,089 | $606,089 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,675,935 | TotalAmt |
| Program Services | $5,405,101 | ProgramServicesAmt |
| Management And General | $6,003,886 | ManagementAndGeneralAmt |
| Fundraising | $266,948 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,004,515 | TotalAmt |
| Program Services | $244,926,178 | ProgramServicesAmt |
| Management And General | $52,636,884 | ManagementAndGeneralAmt |
| Fundraising | $2,441,453 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,435,689 | BOYAmt |
| EOY | $59,248,712 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,657,557 | BOYAmt |
| EOY | $7,611,603 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,119,137 | BOYAmt |
| EOY | $11,551,863 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,060,858 | BOYAmt |
| EOY | $705,931 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $693,141 | BOYAmt |
| EOY | $726,955 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $696,197,840 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $354,573,376 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,492,170 | BOYAmt |
| EOY | $341,624,464 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,725,165 | BOYAmt |
| EOY | $161,382,914 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,885,788 | BOYAmt |
| EOY | $6,925,060 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $603,069,505 | BOYAmt |
| EOY | $589,777,502 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,567,712 | BOYAmt |
| EOY | $29,374,447 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,865,691 | BOYAmt |
| EOY | $177,097,769 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,595,466 | BOYAmt |
| EOY | $185,670,053 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,222,943 | BOYAmt |
| EOY | $23,776,160 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,251,812 | BOYAmt |
| EOY | $415,918,429 | 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 | $76,030 | BOYAmt |
| EOY | $75,905 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,741,663 | BOYAmt |
| EOY | $173,783,168 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,817,693 | BOYAmt |
| EOY | $173,859,073 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $603,069,505 | BOYAmt |
| EOY | $589,777,502 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,001,957 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$8,881,538 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | $440,619 | InvestmentExpenseAmt |
| Prior Period Adjustments | $240 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$4,519,898 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,980,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,110,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,872,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,224,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,189,375 | CurrentTaxYearAmt |
| Total | $450,377,489 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,980,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,110,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,872,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,224,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,189,375 | CurrentTaxYearAmt |
| Total | $450,377,489 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $45,840,223 | SubstantialContributorsTotAmt |
| Public Support Total170 | $404,537,266 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,727,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,417,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,680,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,214,434 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,473,917 | CurrentTaxYearAmt |
| Total | $59,514,104 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,121 | CurrentTaxYearMinus3YearsAmt |
| Total | $9,278 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $509,900,871 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $926,503,639 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $11,214 | RevenuesIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $95,188,123 | BeginningYearBalanceAmt |
| Contributions | $640,625 | ContributionsAmt |
| Investment Earnings Or Losses | $3,336,332 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,637,674 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,115,849 | AdministrativeExpensesAmt |
| End Year Balance | $95,411,557 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,120,256 | BeginningYearBalanceAmt |
| Contributions | $303,728 | ContributionsAmt |
| Investment Earnings Or Losses | $8,093,036 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,609,492 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,719,404 | AdministrativeExpensesAmt |
| End Year Balance | $95,188,123 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,451,783 | BeginningYearBalanceAmt |
| Contributions | $868,824 | ContributionsAmt |
| Investment Earnings Or Losses | $5,181,115 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,413,467 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$32,001 | AdministrativeExpensesAmt |
| End Year Balance | $96,120,256 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,781,112 | BeginningYearBalanceAmt |
| Contributions | $507,496 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,786,788 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,535,668 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,514,369 | AdministrativeExpensesAmt |
| End Year Balance | $93,451,783 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,690,884 | BeginningYearBalanceAmt |
| Contributions | $2,380,709 | ContributionsAmt |
| Investment Earnings Or Losses | $15,215,846 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,364,603 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$10,858,276 | AdministrativeExpensesAmt |
| End Year Balance | $100,781,112 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06830 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.93170 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $2,356,620 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $38,540,249 | OtherCostOrOtherBasisAmt |
| Book Value | $40,896,869 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,622,720 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $433,604,481 | OtherCostOrOtherBasisAmt |
| Depreciation | $203,712,614 | DepreciationAmt |
| Book Value | $231,514,587 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $102,293,761 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,168,408 | DepreciationAmt |
| Book Value | $43,125,353 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,650,983 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,530,447 | DepreciationAmt |
| Book Value | $21,120,536 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,129,026 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,161,907 | DepreciationAmt |
| Book Value | $4,967,119 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $341,624,464 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED BENEFIT OBLIGATION | Desc |
| Amt | $23,776,160 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $23,776,160 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $291,213,233 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$8,881,538 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$3,529,649 | OtherRevenueAmt |
| Revenue Not Reported | -$12,411,187 | RevenueNotReportedAmt |
| Revenue Subtotal | $303,624,420 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$2,617,948 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$2,617,948 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $301,006,472 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $302,181,844 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,617,948 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,617,948 | ExpensesNotReportedAmt |
| Expenses Subtotal | $299,563,896 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $440,619 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $440,619 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $300,004,515 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | CONTRIBUTED WORKS OF ART ARE RECORDED AS REVENUE AND EXPENSE, AT FAIR MARKET VALUE, AT THE DATE OF CONTRIBUTION. ARTWORK PURCHASES ARE EXPENSED AS ACQUIRED. THE CONTRIBUTED WORKS OF ART ENHANCE PROGRAM DELIVERY OF MANY DEGREE PROGRAMS (VISUAL ARTS, HISTORY, CLASSICS, COMPARATIVE LITERATURES & ARTS, AND MEDIEVAL AND RENAISSANCE STUDIES). |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE RESTRICTED CONTRIBUTIONS RECEIVED BY THE UNIVERSITY AND UNRESTRICTED DONATIONS ARE INTERNALLY DESIGNATED BY THE BOARD OF TRUSTEES. THE PRINCIPAL IS REQUIRED TO BE MAINTAINED INTACT. THE INVESTMENT INCOME GENERATED FROM THE ENDOWMENT MUST BE USED IN ACCORDANCE WITH THE VARIOUS PURPOSES ESTABLISHED BY DONORS OR THE BOARD OF TRUSTEES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ACTUARIAL GAIN/LOSS IN EMPLOYEE FUTURE BENEFITS -892,101. INTERNALLY ALLOCATED FOR ENDOWMENT SPENDING -2,637,548. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD RELATED TO THE CAMPUS BOOKSTORE -2,617,948. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD RELATED TO THE CAMPUS BOOKSTORE 2,617,948. |
| PART V, LINE 1F: | ADMINISTRATIVE EXPENSES INCLUDE THE ADJUSTMENT RELATED TO THE CHANGE IN THE FOREIGN EXCHANGE RATES FROM THE PRIOR YEAR TO CURRENT YEAR. |
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 | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | 0 | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | 0 | 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 | BROCK UNIVERSITY IS SUBJECT TO THE ONTARIO HUMANS RIGHTS CODE, WHICH IS A PROVINCIAL LAW FOR FREEDOM FROM DISCRIMINATION WHEREBY EVERY PERSON HAS A RIGHT TO EQUAL TREATMENT WITHOUT DISCRIMINATION BECAUSE OF RACE, ANCESTRY, PLACE OF ORIGIN, COLOUR, ETHNIC ORIGIN, CITIZENSHIP, SEX, SEXUAL ORIENTATION, AGE, MARTIAL STATUS, FAMILY STATUS OR DISABILITY. SEE HUMAN RIGHTS POLICY AVAILABLE ONLINE. (HTTPS://BROCKU.CA/HUMAN-RIGHTS/HUMAN-RIGHTS/POLICIES-REPORTS/). THE UNIVERSITY PUBLICIZES ITS NONDISCRIMINATORY POLICY ON ITS APPLICATIONS. |
| SCHEDULE E, PART I, LINE 4 | LPART I, LINE 4A - BROCK UNIVERSITY DOES NOT ENGAGE IN RACIALLY DISCRIMINATORY POLICIES. BROCK UNIVERSITY IS SUBJECT TO THE ONTARIO HUMAN RIGHTS CODE, WHICH IS A PROVINCIAL LAW FOR FREEDOM FROM DISCRIMINATION BECAUSE OF RACE, ANCESTRY, PLACE OF ORIGIN, COLOR, ETHNIC ORIGIN, CITIZENSHIP, SEX, SEXUAL ORIENTATION, AGE, MARITAL STATUS, FAMILY STATUS, OR DISABILITY. PART I, LINE 4B - BROCK UNIVERSITY DOES NOT ENGAGE IN RACIALLY DISCRIMINATORY POLICIES WHEN MAKING SCHOLARSHIP AND FINANCIAL ASSISTANCE DECISIONS. BROCK UNIVERSITY IS SUBJECT TO THE ONTARIO HUMAN RIGHTS CODE, WHICH IS A PROVINCIAL LAW FOR FREEDOM FROM DISCRIMINATION BECAUSE OF RACE, ANCESTRY, PLACE OF ORIGIN, COLOR, ETHNIC ORIGIN, CITIZENSHIP, SEX, SEXUAL ORIENTATION, AGE, MARITAL STATUS, FAMILY STATUS, OR DISABILITY. |
| SCHEDULE E, PART I, LINE 6 | BROCK UNIVERSITY RECEIVES GRANTS FROM THE CANADIAN FEDERAL GOVERNMENT AND THE ONTARIO PROVINCIAL GOVERNMENT. |
| SCHEDULE E, PART I, LINE 7 | BROCK UNIVERSITY CONDUCTED NSEE CANADA (NATIONAL SURVEY OF STUDENT ENGAGEMENT) IN 2023 IN ORDER TO ENSURE THAT IT IS ENROLLING MEANINGFUL NUMBERS OF RACIAL MINORITY GROUPS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 2 | 5883 | PROGRAM SERVICE EXPENSE | EDUCATION & RESEARCH | $227,485,883 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | MANAGEMENT AND GENERAL | EDUCATION & RESEARCH | $52,636,884 | ||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | FUNDRAISING EXPENSES | EDUCATION & RESEARCH | $2,441,452 | ||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | NON-US INVESTMENTS | INVESTMENT | $161,382,914 | ||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | PROGRAM SERVICE EXPENSE | SCHOLARSHIP | $12,923,147 | ||
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | PROGRAM SERVICE EXPENSE | SCHOLARSHIP | $125,852 | ||
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | PROGRAM SERVICE EXPENSE | SCHOLARSHIP | $685,914 | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | PROGRAM SERVICE EXPENSE | SCHOLARSHIP | $342,136 | ||
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | PROGRAM SERVICE EXPENSE | SCHOLARSHIP | $814,613 | ||
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | PROGRAM SERVICE EXPENSE | SCHOLARSHIP | $95,477 | ||
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | PROGRAM SERVICE EXPENSE | SCHOLARSHIP | $191,919 | ||
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | PROGRAM SERVICE EXPENSE | SCHOLARSHIP | $1,200,981 | ||
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | PROGRAM SERVICE EXPENSE | SCHOLARSHIP | $889,579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 5883 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 5883 | TotalEmployeeCnt |
| Subtotal Spent | $458,024,182 | SubtotalSpentAmt |
| Continuation Spent | $3,192,569 | ContinuationSpentAmt |
| Total Spent | $461,216,751 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIP | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 7061 | $12,923,147 | CHECK OR EFTS |
| SCHOLARSHIP | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 35 | $125,852 | CHECK OR EFTS |
| SCHOLARSHIP | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 180 | $685,914 | CHECK OR EFTS |
| SCHOLARSHIP | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 57 | $342,136 | CHECK OR EFTS |
| SCHOLARSHIP | MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 130 | $814,613 | CHECK OR EFTS |
| SCHOLARSHIP | RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | 17 | $95,477 | CHECK OR EFTS |
| SCHOLARSHIP | SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 38 | $191,919 | CHECK OR EFTS |
| SCHOLARSHIP | SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 315 | $1,200,981 | CHECK OR EFTS |
| SCHOLARSHIP | SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 237 | $889,579 | CHECK OR EFTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE RECORDED UPON RECEIPT INTO SEPARATE GENERAL LEDGER ACCOUNTS. THE ACTIVITIES IN THESE ACCOUNTS ARE MONITORED AND REVIEWED BY THE OFFICE OF RESEARCH SERVICES AND THE FINANCE DEPARTMENT. THE OFFICE OF RESEARCH SERVICES IN CONJUNCTION WITH THE RESEARCHER ASSIGNED TO EACH GRANT PROVIDE OVERSIGHT OF THE ACCOUNTS AND THE ACTIVITY CONTAINED WITHIN. GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS OUTSIDE THE U.S. CONSISTS OF STUDENT AWARDS AND SCHOLARSHIPS. THE OFFICE OF THE REGISTRAR AND STUDENT AWARDS AND FINANCIAL AID ADMINISTERS AND MONITORS ALL AWARDS AND SCHOLARSHIPS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $85,773 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $68,237 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,536 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $10,273 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $1,366 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $26,565 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $1,303 | OtherDirectExpensesEvent1Amt |
| Event2 | HOMECOMING | Event2Nm |
| Gross Receipts Event2 | $6,275 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $6,275 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $2,135 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,083 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Food And Beverage Other Events | $1,533 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $108 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $92,048 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $68,237 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $23,811 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $10,273 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $1,366 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $26,565 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,668 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,494 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $47,366 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$23,555 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 30 | RecipientCnt |
| Cash Grant | $170,679 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS IN THE U.S. CONSISTS OF STUDENT AWARDS AND SCHOLARSHIPS PAID TO U.S. STUDENTS. THE OFFICE OF THE REGISTRAR AND STUDENT AWARDS AND FINANCIAL AID ADMINISTERS AND MONITORS ALL AWARDS AND SCHOLARSHIPS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DIRK DE CLERCQ | ||||||||||||||
| PROFESSOR | $285,103 | $0 | $0 | $0 | $512 | $0 | $14,148 | $0 | $4,928 | $0 | $304,691 | $0 | $0 | $0 |
| LESLEY RIGG | ||||||||||||||
| PRESIDENT & VICE CHANCELLOR | $270,834 | $0 | $0 | $0 | $9,002 | $0 | $14,148 | $0 | $4,942 | $0 | $298,926 | $0 | $0 | $0 |
| JENNIFER LI | ||||||||||||||
| ASSOCIATE DEAN | $207,164 | $0 | $0 | $0 | $512 | $0 | $14,148 | $0 | $4,928 | $0 | $226,752 | $0 | $0 | $0 |
| ANTENEH AYANSO | ||||||||||||||
| FACULTY TRUSTEE | $200,125 | $0 | $0 | $0 | $512 | $0 | $14,092 | $0 | $4,928 | $0 | $219,657 | $0 | $0 | $0 |
| SHENG DENG | ||||||||||||||
| PROFESSOR | $198,743 | $0 | $0 | $0 | $512 | $0 | $14,148 | $0 | $4,928 | $0 | $218,331 | $0 | $0 | $0 |
| BARBARA SAINTY | ||||||||||||||
| PROFESSOR | $200,366 | $0 | $0 | $0 | $823 | $0 | $14,148 | $0 | $1,701 | $0 | $217,038 | $0 | $0 | $0 |
| TIM KENYON | ||||||||||||||
| VP, RESEARCH | $196,684 | $0 | $0 | $0 | $411 | $0 | $14,148 | $0 | $4,942 | $0 | $216,185 | $0 | $0 | $0 |
| MARTIN KUSY | ||||||||||||||
| PROFESSOR | $208,032 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $4,928 | $0 | $212,960 | $0 | $0 | $0 |
| DON CYR | ||||||||||||||
| FACULTY TRUSTEE (THRU 5/1/24) | $177,917 | $0 | $0 | $0 | $512 | $0 | $14,148 | $0 | $4,928 | $0 | $197,505 | $0 | $0 | $0 |
| MEAGHAN RUSNELL | ||||||||||||||
| INTERIM VP, EXTERNAL | $170,040 | $0 | $0 | $0 | $411 | $0 | $14,148 | $0 | $4,942 | $0 | $189,541 | $0 | $0 | $0 |
| JENNIFER GUARASCI | ||||||||||||||
| ACTING VP, ADMIN (THRU 12/9/24) | $170,040 | $0 | $0 | $0 | $411 | $0 | $14,148 | $0 | $4,942 | $0 | $189,541 | $0 | $0 | $0 |
| MICHELLE MCGINN | ||||||||||||||
| ACTING VP, RESEARCH | $163,967 | $0 | $0 | $0 | $380 | $0 | $13,970 | $0 | $4,942 | $0 | $183,259 | $0 | $0 | $0 |
| NOTA KLENTROU | ||||||||||||||
| FACULTY TRUSTEE (AS OF 6/1/24) | $163,088 | $0 | $0 | $0 | $512 | $0 | $13,422 | $0 | $4,942 | $0 | $181,964 | $0 | $0 | $0 |
| JOSH TONNOS | ||||||||||||||
| CFO & AVP FINANCIAL SERVICES | $146,277 | $0 | $0 | $0 | $411 | $0 | $11,891 | $0 | $4,942 | $0 | $163,521 | $0 | $0 | $0 |
| CHABRIOL COLEBATCH | ||||||||||||||
| GENERAL COUNSEL & AVP, LEGAL, COMPLI | $141,633 | $0 | $0 | $0 | $411 | $0 | $11,602 | $0 | $4,942 | $0 | $158,588 | $0 | $0 | $0 |
| SCOTT JOHNSTONE | ||||||||||||||
| VP, ADMINISTRATION (AS OF 12/09/24) | $137,523 | $0 | $0 | $0 | $411 | $0 | $11,591 | $0 | $4,942 | $0 | $154,467 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | DURING ARJA VAINIO-MATTILA'S ROLE AS PROVOST & VP ACADEMIC, SHE RECEIVED A HOUSING ALLOWANCE DURING THE YEAR AND LESLEY RIGG AS PRESIDENT & VICE-CHANCELLOR RECEIVED A VEHICLE ALLOWANCE. THE AMOUNTS FOR HOUSING ALLOWANCE ARE REPORTED IN PART VII, SECTIONS A, COLUMN (D) AND VEHICLE ALLOWANCE ARE REPORTED IN SCHEDULE J, PART II, COLUMN B (III). SOME ASSOCIATE VICE-PRESIDENTS HAVE A PROFESSIONAL ALLOWANCE ACCOUNT THAT IS USED FOR PROFESSIONAL DEVELOPMENT, TRAINING AND OTHER DISCRETIONARY SPENDING. EACH FACULTY MEMBER HAS A PROFESSIONAL EXPENSE REIMBURSEMENT ACCOUNT THAT IS USED FOR PROFESSIONAL DEVELOPMENT, ATTENDING CONFERENCES, TRAINING OR RESEARCH MATERIALS. THE AMOUNT RECEIVED EACH YEAR IS SET OUT IN THE COLLECTIVE AGREEMENT (COLLECTIVE AGREEMENTS - HUMAN RESOURCES (BROCKU.CA)). |
| PART I, LINE 4B | BROCK UNIVERSITY IS A CANADIAN INSTITUTION THAT IS GENERALLY NOT SUBJECT TO THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 457. THE UNIVERSITY HAS A SUPPLEMENTAL RETIREMENT PLAN THAT IS AVAILABLE ONLY TO THE UNIVERSITY PRESIDENT AND IS SEPARATE FROM THE UNIVERSITY'S GENERAL PENSION PLAN. ACCORDINGLY, SCHEDULE J, PART I, LINE 4B HAS BEEN CHECKED "YES", INDICATING THAT THE UNIVERSITY HAS THE EQUIVALENT OF A NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN. THE UNIVERSITY CONTRIBUTES TO THE PRESIDENT'S SUPPLEMENTAL RETIREMENT PLAN ACCOUNT ON JANUARY 31ST OF EVERY YEAR. THE AMOUNT OF COMPENSATION DEFERRED UNDER THIS PLAN HAS BEEN INCLUDED IN THE SCHEDULE J, PART II, COLUMN (C) AMOUNT FOR THE CURRENT PRESIDENT. |
| PART II: | THE AMOUNTS REPORTED ON PART II ARE THOSE AMOUNTS RENDERED TO THE UNVERSITY OUTSIDE OF THE UNITED STATES AND ARE NOT AMOUNTS REPORTED AS COMPENSATION TO FOREIGN PERSONS NOR FOR SERVICES REQUIRED TO BE REPORTED ON FORMS W-2, 1099, OR 1042-S. |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4,880 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED BY LIBRARY | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $16,082 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE DONATED | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,214 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | 3RD PARTY APPRAISAL | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | INSURANCE | 3 | $12,805 | INSURANCE RECEIPT |
| Yes (X) | MISCELLANEOUS | 1 | $11,102 | 3RD PARTY APPRAISAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN PART I COLUMN, (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 & PART III, LINE 1: | BROCK FLOURISHES THROUGH THE SCHOLARLY, CREATIVE AND PROFESSIONAL ACHIEVEMENTS OF OUR STUDENTS, FACULTY AND STAFF. ALTHOUGH WE SHARE A COMMON PURPOSE, WE RECOGNIZE AND HONOUR KNOWLEDGE PURSUED THROUGH DIVERSE PERSPECTIVES AND APPROACHES. OUR ACADEMIC MISSION IS TO NURTURE AND SUPPORT OUR STUDENTS AND FACULTY IN THE DISCOVERY OF KNOWLEDGE THROUGH EXEMPLARY SCHOLARSHIP, TEACHING, AND SERVICE. WE PROVIDE UNDERGRADUATE, GRADUATE AND PROFESSIONAL EDUCATION OF THE HIGHEST QUALITY. OUR GRADUATE PROGRAMS ENHANCE BROCK'S GROWING REPUTATION FOR EXCELLENCE IN TEACHING, RESEARCH, CREATIVITY AND INNOVATION. WE PROVIDE A TRANSFORMATIVE EXPERIENCE FOR OUR STUDENTS INSIDE AND OUTSIDE THE CLASSROOM BY HELPING TO DEVELOP THEIR FULL POTENTIAL AS EDUCATED AND ENGAGED CITIZENS IN LOCAL AND GLOBAL COMMUNITIES. BROCK GRADUATES GO OUT INTO THE WORLD AS LEADERS, WITH A TRACK RECORD OF ENTERING FULFILLING CAREERS ACROSS ALL DISCIPLINES. BROCK UNIVERSITY WORKS TO ENHANCE THE ECONOMIC, SOCIAL, CULTURAL AND INTELLECTUAL LIVES OF THE COMMUNITIES AROUND US, NIAGARA, ONTARIO, CANADA AND GLOBALLY, AND TO DEMONSTRATE THE VITAL WAYS IN WHICH WE CONTRIBUTE TO THE WELL-BEING AND BETTERMENT OF SOCIETY IN THE 21ST CENTURY. |
| FORM 990, PART I, LINE 5: | BROCK UNIVERSITY HAS NO EMPLOYEES IN THE UNITED STATES AND DOES NOT FILE A FORM W-3. |
| FORM 990, PART V, LINE 2A: | BROCK UNIVERSITY HAS NO EMPLOYEES IN THE UNITED STATES AND DOES NOT FILE A FORM W-3. ALL OF BROCK UNIVERSITY'S EMPLOYEES ARE CANADIAN RESIDENTS. THE UNIVERSITY REPORTS THESE EMPLOYEES ON CANADA FORM T4 SUMMARY, WHICH IS THE EQUIVALENT OF UNITED STATES' FEDERAL FORM W-3. |
| FORM 990, PART V, LINE 3B: | THE UNIVERSITY DOES NOT FILE A FORM 990-T TO REPORT UNRELATED BUSINESS TAXABLE INCOME BECAUSE NONE OF THE UNRELATED BUSINESS TAXABLE INCOME IS EFFECTIVELY CONNECTED WITH THE CONDUCT OF A TRADE OR BUSINESS WITHIN THE UNITED STATES, AND NONE OF THE UNRELATED BUSINESS TAXABLE INCOME IS DERIVED FROM SOURCES WITHIN THE UNITED STATES. |
| FORM 990, PART V, LINE 7: | THE UNIVERSITY MAY RECEIVE CONTRIBUTIONS FROM TAXPAYERS WHO CLAIM A TAX DEDUCTION ON THEIR U.S. INCOME TAX RETURN. HOWEVER, SINCE THE UNIVERSITY IS AN ENTITY THAT IS ORGANIZED AND OPERATING IN CANADA, ANY TAX DEDUCTIONS CLAIMED ON A U.S. INCOME TAX RETURN IS CLAIMED UNDER THE UNITED STATES-CANADA INCOME TAX TREATY AND NOT UNDER INTERNAL REVENUE CODE SECTION 170(C). |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED AND REVIEWED BY FINANCIAL SERVICES. IT IS AVAILABLE TO ANY SENIOR ADMINISTRATOR OR BOARD OF TRUSTEE MEMBER UPON REQUEST. THE FORM 990 IS ALSO REVIEWED BY OUTSIDE TAX ADVISORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASSOCIATE VICE-PRESIDENT OF PEOPLE AND CULTURE IS RESPONSIBLE FOR MAINTAINING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY (UNIVERSITY POLICIES (BROCKU.CA)). SENIOR MANAGEMENT MUST ENSURE THIS POLICY IS MADE KNOWN TO MEMBERS WITHIN THEIR RESPECTIVE UNITS. THE ASSOCIATE VICE-PRESIDENT OF PEOPLE AND CULTURE REPORTS ALL CONFIRMED CONFLICTS TO THE APPROPRIATE COMMITTEE OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES CONFLICT OF INTEREST POLICY IS AVAILABLE AT BOARD RESOURCES - UNIVERSITY SECRETARIAT (BROCKU.CA). THE CHAIR OF THE BOARD IS RESPONSIBLE FOR ENSURING COMPLIANCE AND DOES THIS BY REGULAR TRAINING OF BOARD MEMBERS ON CONFLICTS OF INTEREST AND BY ENSURING THERE IS A CALL FOR DISCLOSURE OF ANY CONFLICTS AT THE BEGINNING OF EACH BOARD, COMMITTEE AND SUBCOMMITTEE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL COMPENSATION FOR SENIOR EMPLOYEES IS MANAGED THROUGH THE PEOPLE AND CULTURE DEPARTMENT AND APPROVED BY THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION IS DETERMINED WITH CONSIDERATION OF RELEVANT COMPARATORS. DECISIONS ARE DOCUMENTED IN MEETING MINUTES, WHICH OUTLINE THE BOARD'S APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY'S BYLAWS, POLICIES AND FINANCIAL STATEMENTS ARE ALL AVAILABLE ON THE UNIVERSITY'S WEBSITE (WWW.BROCKU.CA). |
| FORM 990, PART XI, LINE 9: | INTERNALLY ALLOCATED FOR ENDOWMENT SPENDING -2,637,548. EFFECTS OF FOREIGN EXCHANGE RATES -990,249. PENSION OBLIGATION -892,101. |