2024-09-10T12:22:39-07:00 2024-04-30 990 2023-05-01 237088831 CARLETON UNIVERSITY CARL 6135203602 1125 Colonel By Dr Pigiarvik 603 OTTAWA Ontario CA K1S 5B6 Angela Marcotte VP Finance and Adm. (interim) 6135203600 2024-09-04 1 2023 2024-08-08 14:25:15Z Angela Marcotte 1125 Colonel By Drive Ottawa Ontario CA K1S 5B6 560447745 0 X www.Carleton.ca X University 1942 CA CARLETON UNIVERSITY PROVIDES POST SECONDARY EDUCATION 32 25 0 100 0 0 154529886 154446332 363821048 379071267 26102177 26930146 0 0 544453111 560447745 44301369 41543696 0 0 342439018 376732194 0 0 4526039 171150674 173195597 557891061 591471487 -13437950 -31023742 1430083372 1404961814 563686298 561136149 866397074 843825665 CARLETON UNIVERSITY PROVIDES POST SECONDARY EDUCATION 0 0 430535651 37239660 254772225 GENERAL OPERATIONS, PLANT FUND, SCHOLARSHIP AND BURSARIES 88573197 4303851 76715307 SPONSORED AND CONTRACT RESEARCH 43470934 185 47583734 ANCILLARY OPERATIONS 0 0 0 562579782 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 0 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 1 CA 0 0 1 1 0 0 0 X 32 25 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 1 1 0 X ANGELA MARCOTTE 6135203602 1125 COLONEL BY DRIVE OTTAWA ONTARIO CA K1S 5B6 Benoit Antoine Bacon President 35 X 291090 0 29144 Dana Brown Dean 35 X 215523 0 30146 Larry Kostiuk Dean 35 X 211354 0 29885 Thomas Tomberlin Member of Board of Governors, Interim President 35 X 231004 0 989 Lorraine Dyke VP Finance & Admin 35 X 203633 0 28197 Howard Nemiroff Professor 35 X 198700 0 23826 Isaac Otchere Professor 35 X 205788 0 15471 Halim Yanikomeroglu Professor 35 X 196724 0 14652 L Rankin Provost an Vice president (Academic) 35 X 185628 0 24271 RafiK Goubran Vice President Research 35 X 176011 0 18095 Suzanne Blanchard Vice President Students and Enrolment 35 X 168532 0 24261 Patrice Smith Member of Board of Governors (Dean) 35 X 153918 0 22274 Adrian Chan Member of Board of Governors (Professor) 35 X 142240 0 14073 Laura Newton-Miller Member of Board of Governors 35 X 118443 0 11909 Pamela Wolff Member of Board of Governors (Instructor) 35 X 111566 0 11284 John A Nelson Board of Governors Member 35 X 97064 0 14259 Nina Anita Karhu Member of Board of Governors(Manager Classroom) 35 X 78577 0 12342 Art Ullet Member of Board of Governors (Locksmith) 35 X 71019 0 11342 Elinor Sloan Member of Board of Governors (Professor) 1 X 0 0 0 Banu Ormeci Member Board of Governors (Professor) 0 X 0 0 0 Alison Brown Member of Board of Governors (TA) 1 X 0 0 0 Yaprak Baltacioglu Chancellor 1 X 0 0 0 Beth Creary Member of Board of Governors 1 X 0 0 0 Patrick Dion Member of Board of Governors 1 X 0 0 0 Gregory Farrell Member of Board of Governors 1 X 0 0 0 Dan Fortin Member of Board of Governors 1 X 0 0 0 Kim Furlong Member of Board of Governors 1 X 0 0 0 Marion Fraser Member of Board of Governors 1 X 0 0 0 Daniel Greenberg Member of Board of Governors 1 X 0 0 0 Louise Hayes Member of Board of Governors 1 X 0 0 0 Lynn Honsberger Member of Board of Governors 1 X 0 0 0 Alice Keung Member of Board of Governors 1 X 0 0 0 Susan Mingie Member of Board of Governors 1 X 0 0 0 Brenda O'Connor Member Board of Governors 1 X 0 0 0 Jane Taber Member of Board of Governors 1 X 0 0 0 Ann Tremblay Member of Board of Governors 1 X 0 0 0 Christina Tessier Member Board of Governors 1 X 0 0 0 Konrad Von Finckenstein Member of Board of Governors 1 X 0 0 0 Puja Dabas Member of Board of Governors 1 X 0 0 0 Mira Gillis Member of Board of Governors 1 X 0 0 0 Linda Grussani Member of Board of Governors 1 X 0 0 0 Al Hamdani Member of Board of Governors 1 X 0 0 0 Abishek Khoyani Member of Board of Governors 1 X 0 0 0 Dudley Maseko Member of Board of Governors 1 X 0 0 0 Jonathan Ojangole Member of Board of Governors 1 X 0 0 0 3056814 0 336420 729 0 1 0 Aramark 37 Rue do Valcout Gatineau Quebec CA J8T 8G9 Food Services 17067484 C and W Facilities Services PO Box 7833 Toronto Ontario CA M5W 2R2 Maintenance 7724718 HEIN Suite 200 275 Michael Cowpland Drive Kanata Ontario CA K2M 2G2 Construction 3118942 Sullivan M & Son Ltd 100-236 Madawaska Blvd Arnprior Ontario CA K7S 0A3 Construction 24822875 Jumec Contruction Inc 106 - 6 Bexley Place Ottawa Ontario CA K2H 8W2 Construction 2754046 218 0 0 0 0 134649904 19796428 10547581 154446332 Central Tuition Fees 900099 226380895 226380895 0 0 Research Revenue 900099 73905190 73905190 0 0 Other Student Fees 900099 35918773 35918773 0 0 Sales og Goods & Services 900099 15742079 15742079 0 0 27124330 27124330 0 0 379071267 26930146 26930146 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 560447745 406001413 0 0 41543696 41543696 2188244 880603 1307641 314620910 301238235 9509884 3872791 13964497 13293012 671485 0 45958543 43346818 2611725 0 428556 261274 163390 3892 95776 23381 72395 0 613888 613888 14367719 13748952 514539 104228 1872645 1687661 63942 121042 18538657 17636046 782347 120264 764371 741795 2839 19737 33603852 29005810 4568930 29112 1981346 1939204 7867 34275 7654382 7546265 107961 156 1626068 1626068 0 0 31054359 31054359 0 0 822488 443683 378805 0 Miscellaneous 26187875 22584535 3395445 207895 Furniture/Equipment/Renovations 27973802 27754745 206410 12647 Library Books 5609813 5609752 61 0 591471487 562579782 24365666 4526039 347109878 48269994 230487899 416913000 28008426 31262257 7216877 6929748 888605525 347433420 534881215 541172105 278882483 357740921 3496594 2673789 1430083372 1404961814 122520498 134589363 241771345 236065777 37166455 30431009 162228000 160050000 563686298 561136149 X 257378899 241403200 609018175 602422465 866397074 843825665 1430083372 1404961814 X -31023742 -6105539 0 0 0 14557872 X 0 1 X 1 0 X 139756700 143906203 147999205 154653180 154446333 740761621 139756700 143906203 147999205 154653180 154446333 740761621 740761621 22502146 16866295 38572124 26102176 26976513 131019254 871780875 0.84971 0.8501 X 0 18148943 0 0 X X X 0 272901335 -3263359 12667805 11127967 0 3738801 267439013 268133939 12781974 6425668 10837195 0 3603051 272901335 282857703 11004920 -11028262 10869709 0 3830713 268133939 212374534 4658000 78974942 9686494 0 3463279 282857703 218964590 10731253 -5355168 8779729 0 3186412 212374534 0.03 0.97 0 0 0 67875750 0 67875750 710015443 0 296173122 413842321 0 0 35839962 -35839962 80955787 0 0 80955787 29758545 0 15420336 14338209 541172105 Restricted Endowment Investments 259952380 F Fixed Income 94671485 F Restricted Special Purpose Investments 3117056 F 357740921 553728317 -6105539 0 0 0 -6105539 559833856 613889 0 613889 560447745 590857599 0 0 0 0 0 590857599 613888 0 613888 591471487 Schedule D, Part III, Line 4 The University has an art collection comprised of approximately 30,000 works of art. Schedule D, Part V, Line 4 Contributions restricted for endowment consist of monies received primarily as benefactions, which either the donor or the Board of Governors has designated as endowment. The annual income earned from funds designated as endowment by the donor may be expended only for the purpose designated. Schedule D, Part XI, Line 4a Item represents investment management fees which are presented net of revenue for financial statement purposes. Schedule D, Part XII, Line 4a Investment management fees which are netted against investment income for financial statement purposes and included in expenses for tax purposes. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Carleton University has a department of equity and inclusive communities to administer this. Carleton University embodies inclusiveness in all aspects of its offerings. Equity is of prime importance and value to the university. Schedule E, Part I, Line 6 Universities in the province of Ontario receive funding from the Ministry of Colleges and Universities. In addition various government agencies provide funding for research projects. 1 North America (including Canada and Mexico, but not the United States) 1 4884 Program Services University Operations 591471487 1 4884 591471487 Undergrad Scholarship North America (including Canada and Mexico, but not the United States) 8392 20980713 Credit to account 0 Graduate Scholarships North America (including Canada and Mexico, but not the United States) 2711 17351789 Credit to account 0 Undergrad Bursary North America (including Canada and Mexico, but not the United States) 387 386543 Credit to account 0 Graduate Bursary North America (including Canada and Mexico, but not the United States) 2825 2824649 Credit to account 0 0 0 0 0 0 0 Schedule F, Part I, Line 2 Carleton University operates entirely within Canada and all grants are made in Canada. Grants and assistance are paid to students. All records of grants are maintained by the university by the Student Award Office. Schedule F, Part I, Line 3 Accrual method of accounting Schedule F, Part III Column C: Number of recipients is estimated based on the average bursary and scholarship values per year. X 0 0 0 0 0 0 0 0 0 Benoit Antoine Bacon President 287513 0 0 0 3577 0 18656 0 10488 0 320234 0 0 0 Dana Brown Dean 215526 0 0 0 0 0 18198 0 11948 0 245672 0 0 0 Larry Kostiuk Dean 211354 0 0 0 0 0 18079 0 11806 0 241239 0 0 0 Isaac Otchere Professor 205788 0 0 0 0 0 13188 0 2282 0 221258 0 0 0 Howard Nemiroff Professor 198701 0 0 0 0 0 13905 0 9921 0 222527 0 0 0 Lorraine Dyke VP Finance & Admin 203633 0 0 0 0 0 17379 0 10818 0 231830 0 0 0 Halim Yanikomeroglu Professor 196724 0 0 0 0 0 12370 0 2282 0 211376 0 0 0 Thomas Tomberlin Member of Board of Governors, Interim President 231004 0 0 0 0 0 0 0 989 0 231993 0 0 0 RafiK Goubran Vice President Research 176011 0 0 0 0 0 14866 0 3228 0 194105 0 0 0 Suzanne Blanchard Vice President Students and Enrolment 168532 0 0 0 0 0 14186 0 10075 0 192793 0 0 0 John A Nelson Board of Governors Member 97064 0 0 0 0 0 7335 0 6924 0 111323 0 0 0 Patrice Smith Member of Board of Governors (Dean) 153918 0 0 0 0 0 12853 0 9421 0 176192 0 0 0 Laura Newton-Miller Member of Board of Governors 118443 0 0 0 0 0 9627 0 2282 0 130352 0 0 0 Thomas Tomberlin Member of Board of Governors, Interim President 185628 0 0 0 0 0 15717 0 8554 0 209899 0 0 0 Adrian Chan Member of Board of Governors (Professor) 142240 0 0 0 0 0 11791 0 2282 0 156313 0 0 0 Pamela Wolff Member of Board of Governors (Instructor) 111566 0 0 0 0 0 9002 0 2282 0 122850 0 0 0 Nina Anita Karhu Member of Board of Governors(Manager Classroom) 78577 0 0 0 0 0 5999 0 6343 0 90919 0 0 0 Art Ullet Member of Board of Governors (Locksmith) 71019 0 0 0 0 0 5316 0 6026 0 82361 0 0 0 X 9 189615 Market X Software licenses 3 10357966 Market 0 0 0 0 Form 990, Part VI, Section A, Line 7a The Board of Governors election process is segregated by categories. Students, Admin Staff and Academic Faculty Staff are able to elect a certain number of members. Please refer to www.carleton.ca/secretariat/boardofgovernors for more details. Form 990, Part VI, Section B, Line 11b Form 990 is prepared by the Tax and Compliance Analyst ,reviewed by the Assistant Director Financial Accounting and Reporting and reviewed and signed by the Vice President Finance and Administration. Form 990, Part VI, Section B, Line 12c The University ensures compliance with the conflict of interest policy by having board members sign a code of conduct on a yearly basis. Form 990, Part VI, Section B, Line 15 Compensation for both the President and Vice-President is established in the first instance with the assistance of a consultant contracted by the university. The consultant is ordinarily an executive search firm. The firm makes a recommendation on appropriate compensation to the university based on market analysis (with the Ontario post secondary market being the most persuasive) and the qualifications of the successful candidate. During the tenure of the President and the Vice President annual adjustments to compensation are made by reference to market conditions and other relevant factors (i.e. Performance) but without the assistance of an independent person. Form 990, Part VI, Section C, Line 19 Financial Statements and all other governance documents can be found on the university website www.carleton.ca Form 990, Part XI, Line 9 Other changes in net assets $14,557,872 is due to: employee benefit remeasurement of $21,218,092, net endowment income/distribution $4,773,812 and foreign exchange rate difference of (-$11,434,032) arising from using the average exchange rate for the fiscal year for the statement of revenue and expenses and foreign exchange rate at April 30, 2024 for the statement of financial position CARLETON UNIVERSITY FOUNDATION 1125 COLONEL BY DRIVE OTTAWA ONTARIO CA K1S5B6 521970455 FUNDRAISING DC 501 (C) (3) SUPPORT ORG CARLETON UNIVERSITY 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 CARLETON UNIVERSITY FOUNDATION c 20500 CARLETON UNIVERSITY FOUNDATION o 265407 CARLETON UNIVERSITY FOUNDATION n 0