2023-02-07T00:19:19-05:00 2022-03-31 990 2021-04-01 300505256 SIMON FRASER UNIVERSITY % Ida Luo SIMO 7787828713 8999 Nelson Way Discovery 1 Room 30 Burnaby British Columbia CA V5A 4B5 Daniel Blue Director of Financial Services 2023-02-07 false 2021 2023-03-07 01:45:13Z SFU Ida Luo 8999 Nelson Way Discovery 1 Room 3010 Burnaby British Columbia CA V5A 4B5 690303634 false X www.sfu.ca X 501(c)(3) 1965 CA SFU's mission is to advance knowledge through teaching researching and engagement with the community. We are an open inclusive university whose foundation is intellectual and academic freedom. Our scholarship unites teaching and research; we celebrate discovery diversity and dialogue. Our students and communities can expect teaching that is personal and learning opportunities that are lifelong. We champion the liberal arts and sciences and pioneering interdisciplinary and professional programs. We are a university where risks can be taken and hold initiatives embraced. Upon these foundations we will engage all our communities in building a robust and ethical society. 15 8 0 0 0 0 256294053 273245952 338758411 350465106 29899970 34705081 34117673 31887495 659070107 690303634 40868473 43761637 0 0 422721426 446168919 0 0 5863796 162619595 178676025 626209494 668606581 32860613 21697053 2048431002 2219643595 1094906915 1191384173 953524087 1028259422 SFU's mission is to advance knowledge through teaching research and engagement with the community. We are an open inclusive university whose foundation is intellectual and academic freedom. Our scholarship unites teaching and research: we celebrate discovery diversity and dialogue. Our students and communities can expect teaching that is personal and learning opportunities that are lifelong. We champion the liberal arts and sciences and pioneering interdisciplinary and professional programs. We are a university where risks can be taken and bold initiatives embraced. Upon these foundations we will engage all our communities in building a robust and ethical society. false false 411643445 34121173 230613037 Post Secondary Education Teaching: Delivery of Academic courses to students enrolled in Undergraduate Master and Doctorate programs as well as distance education and non-credit courses offered through Life-Long Learning Number of students enrolled in our fiscal year April 1 2021 through March 31 2022 29,660 Undergraduates; 5,734 Graduates; including 8,405 International Students in total Degrees awarded in the 2021 calendar year: 5,540 Bachelor; 1,238 Master; 174 PHD; 1,047 Other Grad Certificates and Diplomas 102191757 1815609 69427568 Research: At SFU Research Matters it's an essential component of SFU's mission and also a major instructional activity as faculty work closely with graduate and undergraduate students in a wide variety of research settings including the Library laboratories computer facilities and studios. Research collaborations extend far beyond our campuses to include many projects conducted jointly with business and industry community organizations and agencies in all levels of government. SFU researchers are establishing or strengthening programs in areas facing the most pressing social demand including international studies urban growth management public policy analysis and health sciences. 23588121 0 19507542 Ancillary Services: The University provides goods and services with a student and community focus. Examples of such services include: student residences bookstore printing parking food meetings and events. In 2021 2022 these services were delivered internally alone to 29,660 Undergrad students 5,734 Grad students 4,137 full time faculty & staff and 2,504 part time faculty & staff. 34361533 7824856 30916960 571784856 true false false false false false false true false true true false false false true false true false true true true true true false false false false false false true false false false false false false false false true true false false false true false false false true 0 0 false 0 false true CA false false true true true true false 0 false false false false false false false X 15 8 false false false false false false false true true false false false true true true true true true true false X Daniel Blue 7787824708 8999 Nelson Way Room 3030 Financial Services Burnaby British Columbia CA V5A 4B5 Vrooman Tamara Chancellor 0.00 6.00 X 0 0 0 Lamarsh Angie Board Chair 0.00 6.00 X 0 0 0 Lombardi Mike Order-in-Council 0.00 3.00 X 0 0 0 Martin Paula Order-in-Council 0.00 3.00 X 0 0 0 McDonald Michael Order-in-Council 0.00 3.00 X 0 0 0 Sahota Neelam Order-in-Council 0.00 3.00 X 0 0 0 Stewart James Order-in-Council 0.00 3.00 X 0 0 0 Young Joan Order-in-Council 0.00 3.00 X 0 0 0 Basra Kamal Alumni Order-in-Council 0.00 3.00 X 0 0 0 Cordoba Mike Alumni Order-in-Council 0.00 3.00 X 0 0 0 George Angela Alumni Order-in-Council 0.00 3.00 X 0 0 0 Williams Denise Alumni Order-in-Council 0.00 3.00 X 0 0 0 Johnson Joy President Vice-Chancellor 0.00 40.00 X X 0 0 312612 Hanna Carolyn Board Member Staff 0.00 40.00 X 0 0 121208 Gedajlovic Eric Board Member Staff 0.00 40.00 X 0 0 198499 Kessler Anke Board Member Faculty 0.00 40.00 X 0 0 165598 Bains Serna Board Member - Student 0.00 3.00 X 0 0 0 Gardinetti R Georges Board Member - Student 0.00 3.00 X 0 0 0 Gildersleve Corbett Board Member - Student 0.00 3.00 X 0 0 0 Gunn Alexandra Board Member - Student 0.00 3.00 X 0 0 0 DauvergneCatherine Dorothy Clarke Vice President - Academic Provost 0.00 40.00 X 0 0 302136 PochurkoMartin Vice President - Finance Administration 0.00 40.00 X 0 0 236141 BroshkoLi-Jeen General Counsel University Secretary 0.00 40.00 X 0 0 224592 O'NeilDugan Clive Vice President - Research and International 0.00 40.00 X 0 0 224528 CurryJoanne Vice President - External Relations 0.00 40.00 X 0 0 216437 MorantzErin Lori VP Advancement Alumni Engagement 0.00 40.00 X 0 0 209010 FiumeEugene Lucas Dean of Applied Sciences 0.00 40.00 X 0 0 270236 McMahonRobert J Professor 0.00 40.00 X 0 0 269655 VaughanRodney Grant Professor 0.00 40.00 X 0 0 268651 GriffithTerri Lynn Professor 0.00 40.00 X 0 0 251191 ColijnCaroline G Professor 0.00 40.00 X 0 0 239974 PetterAndrew Former President Vice-Chancellor 0.00 40.00 X 0 0 292857 Carl Peter Keller Former VP Academic 0.00 40.00 X 0 0 188980 Jonathan Driver Former VP Academic 0.00 40.00 X 0 0 121108 Zabrina Brumme Professor 0.00 40.00 X 0 0 210742 Mirza Faisal Beg Professor 0.00 40.00 X 0 0 168157 Mary-Catherine Kropinski Board Member Faculty 0.00 40.00 X 0 0 144438 0 0 4636750 948 true true false 0 0 0 0 242943605 30302347 4034332 273245952 Post Secondary Education 611310 230613037 230613037 0 0 Research Revenue 611310 69427568 69427568 0 0 Ancillary Services 611310 19507541 19507541 0 0 0 0 0 0 0 0 0 0 30916960 30916960 0 0 350465106 34705081 34705081 0 0 0 0 0 0 190244 190244 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Amortization of Deferred Capital 611310 31697251 31697251 0 0 0 0 0 0 0 0 0 0 0 0 0 0 31697251 690303634 417057682 0 0 0 0 0 0 43761637 43761637 0 0 4021750 2639096 1061749 320905 0 0 0 0 368495649 313886982 50516532 4092135 26992837 22845594 3836467 310776 46658683 38167087 7801141 690455 0 0 0 0 14494038 9735359 4587064 171615 1793738 1793738 0 0 161610 0 161610 0 0 0 0 0 0 0 3112535 0 3112535 0 1459184 1160957 267504 30723 1767412 1599239 162944 5229 23387711 22817050 442881 127780 728682 728682 0 0 124162 0 124162 0 45793411 27525698 18246974 20739 4846628 4355128 446616 44884 0 0 0 0 6399769 6161466 189748 48555 7334249 7334249 0 0 0 0 0 0 63448593 63448593 0 0 2262000 2262000 0 0 Cost of Goods Sold 1562303 1562303 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 668606581 571784858 90957927 5863796 0 0 0 0 46003885 29274190 0 0 397600 2130552 51469275 66971122 0 0 0 0 0 0 994509 871644 5033428 11864577 1531699570 409900048 1044835545 1121799522 836983872 915519674 7462992 9627075 0 0 0 0 55249896 61585239 2048431002 2219643595 116175866 111357569 0 0 760563925 835133996 0 0 0 0 0 0 151793747 177719091 0 0 66373377 67173517 1094906915 1191384173 X 0 0 0 0 953524087 1028259422 953524087 1028259422 2048431002 2219643595 X 21697053 80836168 0 0 0 -27797886 X X false true true true true X 0 0 0 0 X X X X false 314451475 5983843 71456400 -5115738 -8256108 -1890690 376629183 302777171 5265814 17877584 -5217746 -6660748 -1594477 312447598 253871850 5685019 19327765 -3433040 -5769851 -1286838 268394095 251960841 5625719 24829662 -3394691 -8257025 -1262017 269502489 246398813 6672234 17947848 -3271600 -5167934 -1513815 261065546 0 1 0 true false 26473767 26473767 1095442938 262604637 832838301 8154396 2336386 5818010 146967351 88496544 58470807 254661117 56462480 198198637 1121799522 Employee future benefits 67173517 67173517 687066938 0 687066938 3236696 3236696 690303634 665369885 0 665369885 3236696 3236696 668606581 Part III, line 4 The University has archaeological artefacts paintings sculptures rare books and miscellaneous items exhibited at the Art Galleries & other locations on campus. The collection is widely accessible to students in archaeology history art history and visual arts. Upon adopting Financial Reporting Framework FRF Accounting Standards March 31 2013 these assets were removed from the University's Balance Sheet. Part V, line 4 Endowment consists of restricted donations to the university. The investment income generated from endowments must be used in accordance with purposes established by donors. Part XII, line 2d Part XII Reconciliation of Expenses per Audited Financial Statements; Line 1 Expenditures per audited Financial Statements; Canadian $831,401,000; using foreign exchange rate of 0.8003 at March 31 2022 this converts to $665,370,000 US dollars rounded. Other; Investment Management Fees netted against revenue in audited Financial Statements reported as expense on Form 990 - $3,112,535 US dollars. Royalty payments netted against revenue in audited Financial Statements reported as expenses on Form 990 - $124,163 US dollars; Total $3,236,698. Part XII, line 4b Part XII Reconciliation of Expenses per Audited Financial Statements; Line 1 Expenditures per audited Financial Statements; Canadian $831,401,000; using foreign exchange rate of 0.8003 at March 31 2022 this converts to $665,370,000 US dollars rounded. Other; Investment Management Fees netted against revenue in audited Financial Statements reported as expense on Form 990 - $3,112,535 US dollars. Royalty payments netted against revenue in audited Financial Statements reported as expenses on Form 990 - $124,163 US dollars; Total $3,236,698. Part XI, line 2d Part XI Reconciliation of Revenue per Audited Financial Statements; Line 1; Revenue per audited Financial Statements; Canadian $858,512,000 using foreign exchange rate of 0.8003 at March 31 2022 this converts to $687,067,000 US dollars rounded. Line 4b Other; Investment Management Fees netted against revenue in audited Financial Statements reported as expense on Form 990 - $3,112,535 US dollars. Royalty payments netted against revenue in audited Financial Statements reported as expenses on Form 990 - $124,163 US dollars; Total $3,236,698. Part XI, line 4b Part XI Reconciliation of Revenue per Audited Financial Statements; Line 1; Revenue per audited Financial Statements; Canadian $858,512,000 using foreign exchange rate of 0.8003 at March 31 2022 this converts to $687,067,000 US dollars rounded. Line 4b Other; Investment Management Fees netted against revenue in audited Financial Statements reported as expense on Form 990 - $3,112,535 US dollars. Royalty payments netted against revenue in audited Financial Statements reported as expenses on Form 990 - $124,163 US dollars; Total $3,236,698. Part III, line 1a Current year has been converted using the foreign exchange rate in effect as March 31 2022: 0.8003. The ending balance reported in the prior year has been stated using the foreign exchange rate in effect as March 31 2021: 0.7952. true true true false true true true false false false false false false false false true false true Part 1, line 3 Refer to www.sfu.ca Part 1, line 4 Refer to www.sfu.ca Part 1, line 6 Refer to www.sfu.ca true North America 3 6641 Program services Canadian University FRF Financial Reporting Framework 668606581 3 6641 3 6641 668606581 668606581 North America Research Accounting method: FRF Financial Reporting Framework under the Canadian Public Section Accounting Standards (PSAS) Assistance to organization: grants are made mostly to other Canadian universities for research purposes. 4503763 Cheques 0 1 Awards Accounting method: FRF Financial Reporting Framework under the Canadian Public Section Accounting Standards PSAS Assistance to individuals: Payments of scholarships bursaries & awards are to Canadian and foreign students registered at the University. Payments are deposited into the student's bank accounts. Tuition fee waivers pertain to seniors staff and family members. North America 830 4671903 Bank transfer Bursaries Accounting method: FRF Financial Reporting Framework under the Canadian Public Section Accounting Standards PSAS Assistance to individuals: Payments of scholarships bursaries & awards are to Canadian and foreign students registered at the University. Payments are deposited into the student's bank accounts. Tuition fee waivers pertain to seniors staff and family members. North America 3648 10248724 Bank transfer Fellowships Accounting method: FRF Financial Reporting Framework under the Canadian Public Section Accounting Standards PSAS Assistance to individuals: Payments of scholarships bursaries & awards are to Canadian and foreign students registered at the University. Payments are deposited into the student's bank accounts. Tuition fee waivers pertain to seniors staff and family members. North America 2079 10488299 Bank transfer Scholarships Accounting method: FRF Financial Reporting Framework under the Canadian Public Section Accounting Standards PSAS Assistance to individuals: Payments of scholarships bursaries & awards are to Canadian and foreign students registered at the University. Payments are deposited into the student's bank accounts. Tuition fee waivers pertain to seniors staff and family members. North America 1992 13506746 Bank transfer Tuition waivers Accounting method: FRF Financial Reporting Framework under the Canadian Public Section Accounting Standards PSAS Assistance to individuals: Payments of scholarships bursaries & awards are to Canadian and foreign students registered at the University. Payments are deposited into the student's bank accounts. Tuition fee waivers pertain to seniors staff and family members. North America 613 342203 Bank transfer false true false true false false Part I Line 2 Activities outside of the US are conducted almost entirely within Canada. Grant managers within the University's faculties & centres are responsible for administration of their budget and ensuring that each grant is used for their intended purpose. Both internal and external audits are continually conducted to maintain control over the use of grant funds and their compliance with internal and external policies. X X true true X X X false false false false false false false false false Johnson Joy President & Vice-Chancellor 0 312612 0 0 0 0 0 0 0 0 0 312612 0 0 DauvergneCatherine Dorothy Clarke Vice President - Academic & Provost 0 302136 0 0 0 0 0 0 0 0 0 302136 0 0 PochurkoMartin Vice President - Finance & Administration 0 236141 0 0 0 0 0 0 0 0 0 236141 0 0 BroshkoLi-Jeen General Counsel & University Secretary 0 224592 0 0 0 0 0 0 0 0 0 224592 0 0 O'NeilDugan Clive Vice President - Research and International 0 224528 0 0 0 0 0 0 0 0 0 224528 0 0 CurryJoanne Vice President - External Relations 0 216437 0 0 0 0 0 0 0 0 0 216437 0 0 MorantzErin Lori VP Advancement & Alumni Engagement 0 209010 0 0 0 0 0 0 0 0 0 209010 0 0 FiumeEugene Lucas Dean of Applied Sciences 0 270236 0 0 0 0 0 0 0 0 0 270236 0 0 McMahonRobert J Professor 0 269655 0 0 0 0 0 0 0 0 0 269655 0 0 VaughanRodney Grant Professor 0 268651 0 0 0 0 0 0 0 0 0 268651 0 0 GriffithTerri Lynn Professor 0 251191 0 0 0 0 0 0 0 0 0 251191 0 0 ColijnCaroline G Professor 0 239974 0 0 0 0 0 0 0 0 0 239974 0 0 Part I Line 1a | Name :, Title:, Item Selected:, Description:| Joy Johnson, President of the University Housing allowance personal services: The President receives use of a residence with housekeeping services.| Part II Line 1 | Name :, Title:, Item Selected:, Description:| N A, This section is not applicable to the university as all the compensated employees are Canadian residents with compensation being paid in Canada for services provided in Canada.| Part I Line 3 The number of individuals who received more than $100,000 of reportable compensation from the organization: 948.Schedule J, Part II: This section is not applicable to SFU as all the compensated employees are Canadian residents, with compensation being paid in Canada for services provided in Canada. X 3 25662 Appraisal where >$1,000 CDN X 99181 Appraisal where >$1,000 CDN X 6 261898 Appraisal where >$1,000 CDN X 56 2841341 Value @ date of receipt X 21 335390 Appraisal where >$1,000 CDN 0 false true false Part VI, Line 11a 0 Part VI, Line 11b Once the form 990 has been completed the report is reviewed by the Associate Director Financial Services and Director Financial Services prior to submitting to the Internal Revenue Services. Part VI, Line 12c The University's governing documents minutes of the Board policies including conflict of interest procedures and financial statements are available on its website: www.sfu.ca SFU policies & procedures regarding conflict of interest are monitored by the University's Research Ethics Committee for all research related and non-research related disclosure. The committee issues an annual report on conflict of interest disclosures and decisions with copies also provided to the Canadian Federal Government agencies and to the University Board of Governors. Part VI, Line 15 Compensation to university executives fall under the review of the Public Sector Employer's Council whose mandate falls under the Province of British Columbia. An annual report is filed with the Provincial Government available on the world wide web. The University's Board of Governors approves salary scales and compensation to key personnel. Part VI, Line 19 The University's governing documents minutes of the Board policies including conflict of interest procedures and financial statements are available on it's website: www.sfu.ca Accounting method - The Financial Reporting Framework FRF is in accordance with the Budget Transparency and Accountability Act of the Province of British Columbia and the Restricted Contribution Regulation 198 2011 issued pursuant to it. The regulations require the consolidated financial statements to be prepared in accordance with Canadian Public Section Accounting Standards except that the contributions received or receivable by the university for the purpose of acquisition of tangible capital assets are accounted for as deferred capital contributions as described in note 20cv of he consolidated financial statements. The consolidated financial statements present the financial position of the university as at March 31 2022 and the results of its operations changes in net financial assets. remeasurement gains and losses and its cash flow for the year then ended. Part XII, Line 1 Accounting Method - other: The Financial Reporting Framework FRF is in accordance with the Budget Transparency and Accountability Act of the Province of British Columbia and the Restricted Contribution Regulation 198 2011 issued pursuant to it. The regulations require the financial statements to be prepared in accordance with Canadian Public Sector Accounting Standards PSAS issued by the Canadian Public Sector Accounting Board except that the contributions received or receivable by the University for purpose of acquisition of tangible capital assets are accounted as deferred capital contributions as described in notes 2a and17 of the University's financial statements. For additional details the University's financial statements can be found on the world wide web - http: www.sfu ca finance publications.html Part III, Line 4d | Description:, Expense Amount:, Grants Amount:, Revenue Amount:| Other program services include Specific Purpose Funds: Typically these programs are funded by grants and contracts from external sponsors donors various levels of government and endowment investment income attributed for spending. Expenditures include scholarships bursaries community services and other teaching priorities. Funds are often designated for the acquisition of buildings furniture and equipment including major renovations., $34361533, $7824856, $30916960| Part XI, Line 9 | Description:, Explanation:, Amount:| Exchange rate used to convert from Canadian to US funds: Fiscal year ending March 31 2021: $0.7952 Fiscal year ending March 31 2022: $0.8003, Other changes in net assets, $-27797886| The Friends of Simon Fraser University EIN 91-6174832 c/o Levon Mayilyan 1015 Dupont Street Bellingham AL 982253111 916174832 Receive US donations & issue tax receipts on behalf of SFU WA 501(C)(3) 12 N/A false false false true false false false false false false false false false false false false false false false false The Friends of Simon Fraser University C 611053 990-EZ Return