SIMON FRASER UNIVERSITY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SIMON FRASER UNIVERSITY (EIN 30-0505256)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2020-12-04
- IRS object ID
- 202043399349300604
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-04T09:49:46-05:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300505256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMON FRASER UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Albert Sennett | InCareOfNm |
| Business Name Control | SIMO | BusinessNameControlTxt |
| Phone | 7787824709 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8999 Nelson Way Discovery | AddressLine1Txt |
| City | Burnaby | CityNm |
| Province Or State | Armed Forces | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | V5A 4B5 | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Blue | PersonNm |
| Person Title | Director of Financial Services | PersonTitleTxt |
| Phone | 7787824708 | PhoneNum |
| Signature | 2020-12-04 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SFU | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Albert Sennett | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8999 Nelson Way Discovery 1 | AddressLine1Txt |
| Address Line2 | Room 3010 | AddressLine2Txt |
| City | Burnaby | CityNm |
| Province Or State | British Columbia | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | V5A 4B5 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $571,243,545 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.sfu.ca | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | 501(c)(3) | OtherOrganizationDsc |
| Formation | 1965 | FormationYr |
| Legal Domicile Country | CA | LegalDomicileCountryCd |
| Activity Or Mission | 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 & dialogue. The following answers on this Form 990 are incorrect due to the way the software was setup: (1) Part 1, #6 should be "n/a". (2) Part IV, Checklist: #2 should be "No"- Sch B not required; #30 should be "Yes"; #36 should be "No". (3) Part VII, Section A, #2 should be 460 instead of 15 individuals. (4) Schedule B should be removed; Not required to complete. (5) Schedule F, Part II, #2 & #3 should be blanks. (6) Schedule F, Part IV, #2 should be "Yes"- Form 3520 was filed. (7) Schedule J, Part II should be blank out as this section is not applicable to SFU. Refer to Schedule J, Part III for explanation. (8) Schedule M, Part 1, column b, the numbers of contributors were listed on Part II Supplementary info. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $215,056,706 | PYContributionsGrantsAmt |
| CY Contributions Grants | $204,770,347 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $320,275,497 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $314,317,158 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25,327,664 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,570,006 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,828,350 | PYOtherRevenueAmt |
| CY Other Revenue | $28,586,034 | CYOtherRevenueAmt |
| PY Total Revenue | $586,488,217 | PYTotalRevenueAmt |
| CY Total Revenue | $571,243,545 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,895,017 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $31,399,409 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $336,842,684 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $340,675,609 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,520,965 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $182,451,792 | PYOtherExpensesAmt |
| CY Other Expenses | $170,062,240 | CYOtherExpensesAmt |
| PY Total Expenses | $549,189,493 | PYTotalExpensesAmt |
| CY Total Expenses | $542,137,258 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $37,298,724 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,106,287 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,623,449,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,583,109,371 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $845,828,626 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $817,835,979 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $777,620,748 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $765,273,392 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 & dialogue. The following answers on this Form 990 are incorrect due to the way the software was setup: (1) Part 1, #6 should be "n/a". (2) Part IV, Checklist: #2 should be "No"- Sch B not required; #30 should be "Yes"; #36 should be "No". (3) Part VII, Section A, #2 should be 460 instead of 15 individuals. (4) Schedule B should be removed; Not required to complete. (5) Schedule F, Part II, #2 & #3 should be blanks. (6) Schedule F, Part IV, #2 should be "Yes"- Form 3520 was filed. (7) Schedule J, Part II should be blank out as this section is not applicable to SFU. Refer to Schedule J, Part III for explanation. (8) Schedule M, Part 1, column b, the numbers of contributors were listed on Part II Supplementary info. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $323,314,096 | ExpenseAmt |
| Grant | $25,138,584 | GrantAmt |
| Revenue | $191,105,134 | RevenueAmt |
| Desc | 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, 2019 through March 31, 2020. 29,500 Undergraduates; 5,895 Graduates; including 8,345 International Students in total. Degrees awarded in the 2019 calendar year: 4,881 Bachelor; 1,207 Master; 195 PhD; 1,125 Other Grad (Certificates and Diplomas). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $79,481,769 | ExpenseAmt |
| Grant | $1,951,361 | GrantAmt |
| Revenue | $69,982,411 | RevenueAmt |
| Desc | 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 studies. 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $34,218,889 | ExpenseAmt |
| Grant | $4,309,464 | GrantAmt |
| Revenue | $28,374,291 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $24,702,737 | $0 | $24,855,322 | 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 2019/2020 these services were delivered internally alone to 29,500 Undergrad students, 5,895 Grad students, 5,973 full time faculty & staff and 3,150 part time faculty & staff. |
| $0 | $0 | $52,156,040 | Includes Investment income, Royalties income and Amortization of Deferred Capital Contributions |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $461,717,491 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| State Required Reserves | $0 | StateRequiredReservesAmt |
| Reserves Maintained | $0 | ReservesMaintainedAmt |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simon Fraser University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7787824709 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8999 Nelson Way | AddressLine1Txt |
| Address Line2 | Room 3010 | AddressLine2Txt |
| City | Burnaby | CityNm |
| Province Or State | British Columbia | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | V5A 4B5 | ForeignPostalCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Thomas Budd | |||||||||
| Board Member - Student | 3.00 | 0.00 | Yes (X) | $0 | $0 | $2,379 | |||
| Mike Cordoba | |||||||||
| Board Member - Order-in-Council | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sarah Lord Ferguson | |||||||||
| Board Member - Student | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mike Lombardi | |||||||||
| Board Member - Order-in-Council | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Anke Kessler | |||||||||
| Board Member & Faculty Member | 40.00 | 0.00 | Yes (X) | $0 | $0 | $133,297 | |||
| Anne E Giardini | |||||||||
| Board Member - Chancellor | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Paula Martin | |||||||||
| Board Member - Order-in-Council | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Angie Hall | |||||||||
| Board Member - Order-in-Council | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mary-Catherine Kropinski | |||||||||
| Board Member & Faculty Member | 40.00 | 0.00 | Yes (X) | $0 | $0 | $107,604 | |||
| Alam Khehra | |||||||||
| Board Member - Student | 3.00 | 0.00 | Yes (X) | $0 | $0 | $7,044 | |||
| Joan Young | |||||||||
| Board Member - Order-in-Council | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ali Versi | |||||||||
| Board Member - Student | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Christopher Lewis | |||||||||
| Board Member - Order-in-Council | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Martin Mroz | |||||||||
| Board Member & Staff Member | 40.00 | 0.00 | Yes (X) | $0 | $0 | $86,378 | |||
| Andrew Petter | |||||||||
| President & Vice-Chancellor | 40.00 | 0.00 | Yes (X) | $0 | $0 | $281,503 | |||
| Fiona Robin | |||||||||
| Board Member - Order-in-Council | 8.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| James Stewart | |||||||||
| Board Member - Order-in-Council | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Denise Williams | |||||||||
| Board Member - Order-in-Council | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Martin Pochurko | |||||||||
| VP - Finance & Administration | 40.00 | 0.00 | $0 | $0 | $195,784 | Yes (X) | |||
| Joanne Curry | |||||||||
| VP - External Relations | 40.00 | 0.00 | $0 | $0 | $183,394 | Yes (X) | |||
| Michael den Haan | |||||||||
| VP - Advancement & Alumni Engagemt | 40.00 | 0.00 | $0 | $0 | $176,912 | Yes (X) | |||
| Joy Johnson | |||||||||
| VP - Research | 40.00 | 0.00 | $0 | $0 | $191,325 | Yes (X) | |||
| Peter Keller | |||||||||
| VP - Academic & Provost | 40.00 | 0.00 | $0 | $0 | $205,703 | Yes (X) | |||
| Ali Dastmalchian | |||||||||
| Dean of Business | 40.00 | 0.00 | $0 | $0 | $229,679 | Yes (X) | |||
| Robert AcMahon | |||||||||
| Professor | 40.00 | 0.00 | $0 | $0 | $223,343 | Yes (X) | |||
| Eugene Fiume | |||||||||
| Dean of Applied Sciences | 40.00 | 0.00 | $0 | $0 | $220,082 | Yes (X) | |||
| John O Neil | |||||||||
| Former Dean Faculty of Health Sci | 40.00 | 0.00 | $0 | $0 | $210,814 | Yes (X) | |||
| Andrew Carlo Gemino | |||||||||
| Associate Dean of Business | 40.00 | 0.00 | $0 | $0 | $207,874 | Yes (X) | |||
| Ian Forsyth | |||||||||
| University Secretary | 40.00 | 0.00 | $0 | $0 | $139,267 | Yes (X) | |||
| Ian McCarthy | |||||||||
| Professor | 40.00 | 0.00 | $0 | $0 | $157,128 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,959,510 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr Robert A Daum | PersonNm |
Contractor Address ContractorAddress
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 West Hastings Street | AddressLine1Txt |
| City | Vancouver | CityNm |
| Province Or State | British Columbia | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | V6B 5K3 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Consulting | ServicesDesc |
| Compensation | $101,048 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $177,079,802 | GovernmentGrantsAmt |
| All Other Contributions | $27,690,545 | AllOtherContributionsAmt |
| Noncash Contributions | $2,877,470 | NoncashContributionsAmt |
| Total Contributions | $204,770,347 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Colleges, Universities, and Professional Schools | 611310 | $191,105,134 | $191,105,134 | $0 | $0 |
| Colleges, Universities, and Professional Schools | 611310 | $69,982,411 | $69,982,411 | $0 | $0 |
| Colleges, Universities, and Professional Schools | 611310 | $28,374,291 | $28,374,291 | $0 | $0 |
| Colleges, Universities, and Professional Schools | 611310 | $24,855,322 | $24,855,322 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $314,317,158 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,570,006 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,570,006 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230,347 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $230,347 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Amortization of Deferred Capital | Desc |
| Business | 611310 | BusinessCd |
| Total Revenue Column | $28,355,687 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,355,687 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28,355,687 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $571,243,545 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $366,473,198 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,399,409 | TotalAmt |
| Program Services | $31,399,409 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,182,654 | TotalAmt |
| Program Services | $2,147,469 | ProgramServicesAmt |
| Management And General | $847,263 | ManagementAndGeneralAmt |
| Fundraising | $187,922 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,563,071 | TotalAmt |
| Program Services | $248,635,358 | ProgramServicesAmt |
| Management And General | $37,033,155 | ManagementAndGeneralAmt |
| Fundraising | $2,894,558 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,487,032 | TotalAmt |
| Program Services | $13,906,657 | ProgramServicesAmt |
| Management And General | $2,393,311 | ManagementAndGeneralAmt |
| Fundraising | $187,064 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,442,852 | TotalAmt |
| Program Services | $25,279,893 | ProgramServicesAmt |
| Management And General | $6,614,152 | ManagementAndGeneralAmt |
| Fundraising | $548,807 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,925,064 | TotalAmt |
| Program Services | $8,934,406 | ProgramServicesAmt |
| Management And General | $3,886,060 | ManagementAndGeneralAmt |
| Fundraising | $104,598 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,101,215 | TotalAmt |
| Program Services | $1,101,215 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,448 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $103,448 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,229,568 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,229,568 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,578,386 | TotalAmt |
| Program Services | $1,339,168 | ProgramServicesAmt |
| Management And General | $203,776 | ManagementAndGeneralAmt |
| Fundraising | $35,442 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,539,192 | TotalAmt |
| Program Services | $1,657,738 | ProgramServicesAmt |
| Management And General | $866,835 | ManagementAndGeneralAmt |
| Fundraising | $14,619 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,309,114 | TotalAmt |
| Program Services | $20,511,333 | ProgramServicesAmt |
| Management And General | $1,618,144 | ManagementAndGeneralAmt |
| Fundraising | $179,637 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $850,008 | TotalAmt |
| Program Services | $850,008 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,728 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $162,728 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,974,144 | TotalAmt |
| Program Services | $20,385,833 | ProgramServicesAmt |
| Management And General | $18,474,598 | ManagementAndGeneralAmt |
| Fundraising | $113,713 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,889,301 | TotalAmt |
| Program Services | $10,768,543 | ProgramServicesAmt |
| Management And General | $945,635 | ManagementAndGeneralAmt |
| Fundraising | $175,123 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,148,069 | TotalAmt |
| Program Services | $9,548,458 | ProgramServicesAmt |
| Management And General | $520,129 | ManagementAndGeneralAmt |
| Fundraising | $79,482 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,454,901 | TotalAmt |
| Program Services | $6,454,901 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,762,495 | TotalAmt |
| Program Services | $53,762,495 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,641,598 | TotalAmt |
| Program Services | $1,641,598 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cost of goods sold | Desc |
| Total | $3,393,009 | TotalAmt |
| Program Services | $3,393,009 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,137,258 | TotalAmt |
| Program Services | $461,717,491 | ProgramServicesAmt |
| Management And General | $75,898,802 | ManagementAndGeneralAmt |
| Fundraising | $4,520,965 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,031,311 | BOYAmt |
| EOY | $33,813,627 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,069 | BOYAmt |
| EOY | $818,645 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,158,570 | BOYAmt |
| EOY | $23,315,260 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,510,106 | BOYAmt |
| EOY | $1,354,829 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,419,059 | BOYAmt |
| EOY | $3,313,465 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,172,031,553 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $314,620,032 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,066,647 | BOYAmt |
| EOY | $857,411,521 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,003,250 | BOYAmt |
| EOY | $618,468,023 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,294,704 | BOYAmt |
| EOY | $6,250,891 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,517,658 | BOYAmt |
| EOY | $38,363,110 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,623,449,374 | BOYAmt |
| EOY | $1,583,109,371 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,506,929 | BOYAmt |
| EOY | $75,061,377 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,743,300 | BOYAmt |
| EOY | $580,503,414 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,933,247 | BOYAmt |
| EOY | $104,700,742 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,645,150 | BOYAmt |
| EOY | $57,570,446 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $845,828,626 | BOYAmt |
| EOY | $817,835,979 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $777,620,748 | BOYAmt |
| EOY | $765,273,392 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $777,620,748 | BOYAmt |
| EOY | $765,273,392 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,623,449,374 | BOYAmt |
| EOY | $1,583,109,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $29,106,287 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23,756,817 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$65,210,460 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I | FormAndLineReferenceDesc |
| Explanation | Our organization is both an University and a Registered Charitable Organization under the Canadian Income Tax Act. We are classified under the sections 509(a)(1) and 170(b)(1)(A)(ii) of the IRS Code. Under the US-Canada Income Tax Convention (Treaty), our organization will automatically receive exemption under section 501(c)(3) of IRS Code. This is SFU's 1st year E-Filing its Form 990 and there are some answers on this Form that are incorrect due to the tax software - Refer to Schedule O. | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $253,871,850 | BeginningYearBalanceAmt |
| Contributions | $5,685,019 | ContributionsAmt |
| Investment Earnings Or Losses | $19,327,765 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,433,040 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,769,851 | OtherExpendituresAmt |
| Administrative Expenses | $1,286,838 | AdministrativeExpensesAmt |
| End Year Balance | $268,394,905 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $251,960,841 | BeginningYearBalanceAmt |
| Contributions | $5,625,719 | ContributionsAmt |
| Investment Earnings Or Losses | $24,829,662 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,394,691 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,257,025 | OtherExpendituresAmt |
| Administrative Expenses | $1,262,017 | AdministrativeExpensesAmt |
| End Year Balance | $269,502,489 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $246,398,813 | BeginningYearBalanceAmt |
| Contributions | $6,672,234 | ContributionsAmt |
| Investment Earnings Or Losses | $17,947,848 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,271,600 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,167,934 | OtherExpendituresAmt |
| Administrative Expenses | $1,513,815 | AdministrativeExpensesAmt |
| End Year Balance | $261,065,546 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $227,334,222 | BeginningYearBalanceAmt |
| Contributions | $6,924,351 | ContributionsAmt |
| Investment Earnings Or Losses | $16,783,474 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,076,079 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,558,401 | OtherExpendituresAmt |
| Administrative Expenses | $1,371,917 | AdministrativeExpensesAmt |
| End Year Balance | $242,035,650 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $220,404,999 | BeginningYearBalanceAmt |
| Contributions | $6,602,073 | ContributionsAmt |
| Investment Earnings Or Losses | $15,391,131 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,959,193 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,894,287 | OtherExpendituresAmt |
| Administrative Expenses | $1,031,953 | AdministrativeExpensesAmt |
| End Year Balance | $233,512,770 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $23,317,950 | OtherCostOrOtherBasisAmt |
| Book Value | $23,317,950 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $826,051,577 | OtherCostOrOtherBasisAmt |
| Depreciation | $199,108,322 | DepreciationAmt |
| Book Value | $626,943,255 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,709,278 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,484,088 | DepreciationAmt |
| Book Value | $2,225,190 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $131,925,839 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,952,978 | DepreciationAmt |
| Book Value | $64,972,861 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $187,026,909 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,074,644 | DepreciationAmt |
| Book Value | $139,952,265 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $857,411,521 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Employee future benefits | Desc |
| Amt | $57,570,446 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $57,570,446 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $568,851,249 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $0 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $568,851,249 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,392,296 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,392,296 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $571,243,545 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $539,744,962 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $539,744,962 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,392,296 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,392,296 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $542,137,258 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, line 1a | Current year has been converted using the foreign exchange rate in effect at March 31, 2020: 0.7049 The ending balance reported in the prior year has been stated using the foreign exchange rate in effect as March 31, 2019: 0.7483. |
| 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 XI, line 2d | Revenue, per audited Financial Statements; Canadian $806,996,000; using foreign exchange rate of 0.7049 at March 31, 2020, this converts to $568,851,000 US dollars (rounded). |
| Part XI, line 4b | Investment Management Fees netted against revenue in audited Financial Statements, reported as expense on Form 990 - $2,229,568 US dollars. Royalty payments netted against revenue in audited Financial Statements, reported as expenses on Form 990 - $162,728 US dollars; Total $2,392,296. |
| Part XII, line 2d | Expenditures per audited Financial Statements; Canadian $765,704,000; using foreign exchange rate of 0.7049 at March 31, 2020, this converts to $539,745,000 US dollars (rounded). |
| Part XII, line 4b | Investment Management Fees netted against revenue in audited Financial Statements, reported as expense on Form 990 - $2,229,568 US dollars. Royalty payments netted against revenue in audited Financial Statements, reported as expenses on Form 990 - $162,728 US dollars; Total $2,392,296. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | false | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America | RegionTxt |
| Offices | 3 | OfficesCnt |
| Employee | 9123 | EmployeeCnt |
| Type Of Activities Conducted | Program Service | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Canadian University | SpecificServicesProvidedTxt |
| Region Total Expenditures | $542,137,258 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 9123 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 9123 | TotalEmployeeCnt |
| Subtotal Spent | $542,137,258 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $542,137,258 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America | RegionTxt |
| Purpose Of Grant | Research | PurposeOfGrantTxt |
| Cash Grant | $1,775,456 | CashGrantAmt |
| Manner Of Cash Disbursement | Cheques | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (11 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Awards | North America | 0 | $3,247,195 | Bank Transfer |
| Awards | North America | 0 | $868,095 | Bank Transfer |
| Bursaries | North America | 0 | $6,297,353 | Bank Transfer |
| Bursaries | North America | 0 | $1,003,715 | Bank Transfer |
| Fellowships | North America | 0 | $7,402,090 | Bank Transfer |
| Fellowships | North America | 0 | $303,802 | Bank Transfer |
| Fellowships | North America | 0 | $47,612 | Bank Transfer |
| Scholarships | North America | 0 | $7,874,176 | Bank Transfer |
| Scholarships | North America | 0 | $2,133,852 | Bank Transfer |
| Scholarships | North America | 0 | $128,293 | Bank Transfer |
| Tuition Waivers | North America | 0 | $317,770 | Bank Transfer |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 & 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. Sch F, Part II: Grants to Organizations are to other universities for research. |
| Part I, line 3f | | ExplanationTxt:| FRF Financial Reporting Framework| |
| Part II, line 1 | | ExplanationTxt:| FRF Financial Reporting Framework under the Canadian Public Sector Accounting Standards (PSAS)| |
| Part III, line 1 | | ExplanationTxt:| FRF Financial Reporting Framework under the Canadian Public Sector Accounting Standards (PSAS)| FRF Financial Reporting Framework under the Canadian Public Sector Accounting Standards (PSAS)| FRF Financial Reporting Framework under the Canadian Public Sector Accounting Standards (PSAS)| FRF Financial Reporting Framework under the Canadian Public Sector Accounting Standards (PSAS)| FRF Financial Reporting Framework under the Canadian Public Sector Accounting Standards (PSAS)| FRF Financial Reporting Framework under the Canadian Public Sector Accounting Standards (PSAS)| FRF Financial Reporting Framework under the Canadian Public Sector Accounting Standards (PSAS)| FRF Financial Reporting Framework under the Canadian Public Sector Accounting Standards (PSAS)| FRF Financial Reporting Framework under the Canadian Public Sector Accounting Standards (PSAS)| FRF Financial Reporting Framework under the Canadian Public Sector Accounting Standards (PSAS)| FRF Financial Reporting Framework under the Canadian Public Sector Accounting Standards (PSAS)| |
| Part III, Column(c) | | ExplanationTxt:| Available upon request| Available upon request| Available upon request| Available upon request| Available upon request| Available upon request| Available upon request| Available upon request| Available upon request| Available upon request| Available upon request| |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ian Forsyth | ||||||||||||||
| University Secretary | $0 | $0 | $0 | $0 | $0 | $0 | $139,267 | $0 | $0 | $0 | $139,267 | $0 | $139,267 | $0 |
| Ian McCarthy | ||||||||||||||
| Professor | $0 | $0 | $0 | $0 | $0 | $0 | $157,128 | $0 | $0 | $0 | $157,128 | $0 | $157,128 | $0 |
| Andrew Petter | ||||||||||||||
| President & Vice-Chancellor | $0 | $0 | $0 | $0 | $0 | $0 | $281,503 | $0 | $0 | $0 | $281,503 | $0 | $281,503 | $0 |
| Martin Pochurko | ||||||||||||||
| VP - Finance & Administration | $0 | $0 | $0 | $0 | $0 | $0 | $195,784 | $0 | $0 | $0 | $195,784 | $0 | $195,784 | $0 |
| Joanne Curry | ||||||||||||||
| VP - External Relations | $0 | $0 | $0 | $0 | $0 | $0 | $183,394 | $0 | $0 | $0 | $183,394 | $0 | $183,394 | $0 |
| Michael den Haan | ||||||||||||||
| VP - Advancement & Alumni Engagemt | $0 | $0 | $0 | $0 | $0 | $0 | $176,912 | $0 | $0 | $0 | $176,912 | $0 | $176,912 | $0 |
| Joy Johnson | ||||||||||||||
| VP - Research | $0 | $0 | $0 | $0 | $0 | $0 | $191,325 | $0 | $0 | $0 | $191,325 | $0 | $191,325 | $0 |
| Peter Keller | ||||||||||||||
| VP - Academic & Provost | $0 | $0 | $0 | $0 | $0 | $0 | $205,703 | $0 | $0 | $0 | $205,703 | $0 | $205,703 | $0 |
| Ali Dastmalchian | ||||||||||||||
| Dean of Business | $0 | $0 | $0 | $0 | $0 | $0 | $229,679 | $0 | $0 | $0 | $229,679 | $0 | $229,679 | $0 |
| Robert AcMahon | ||||||||||||||
| Professor | $0 | $0 | $0 | $0 | $0 | $0 | $223,343 | $0 | $0 | $0 | $223,343 | $0 | $223,343 | $0 |
| Eugene Fiume | ||||||||||||||
| Dean of Applied Sciences | $0 | $0 | $0 | $0 | $0 | $0 | $220,082 | $0 | $0 | $0 | $220,082 | $0 | $220,082 | $0 |
| John O Neil | ||||||||||||||
| Former Dean Faculty of Health Sci | $0 | $0 | $0 | $0 | $0 | $0 | $210,814 | $0 | $0 | $0 | $210,814 | $0 | $210,814 | $0 |
| Andrew Carlo Gemino | ||||||||||||||
| Associate Dean of Business | $0 | $0 | $0 | $0 | $0 | $0 | $207,874 | $0 | $0 | $0 | $207,874 | $0 | $207,874 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 1a | | Name :, Title:, Item Selected:, Description:| Andrew Petter, President & Vice-Chancellor, Housing Allowance-PersonalServices, Provide residence and housekeeping services for the President of the University| |
| Part I Line 3 | Total number of individuals who received more than $100,000 of reportable compensation from the organization: 460Schedule 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. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $120,605 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraised where > $1,000 CDN | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $228,709 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraised where > $1,000 CDN | MethodOfDeterminingRevenuesTxt |
Intellectual Property IntellectualPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $116,485 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraised where > $1,000 CDN | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 52 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,223,502 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Value @ date of receipt | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $171,509 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraised | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $89,519 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal where > $1,000 CDN | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Equipment | 2 | $927,141 | Other - Equipment |
| Yes (X) | Equipment | 2 | $927,141 | Other - Equipment |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FormAndLineReferenceDesc: Part I, Column(b) | 25.Other-Number Of Item Contributed: 8 |
| FormAndLineReferenceDesc: Part I, Column(b) | 25.Other-Number Of Item Contributed: 8 |
| FormAndLineReferenceDesc: Part I, Column(b) | 25.Other-Number Of Item Contributed: 8 |
| FormAndLineReferenceDesc: Part I, Column(b) | 25.Other-Number Of Item Contributed: 8 |
| FormAndLineReferenceDesc: Part I, Column(b) | 25.Other-Number Of Item Contributed: 8 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part VI, Section B, Line 11a | 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, Section B, Line 11b | Form 990 is reviewed by the Director and Associate Director of Financial Services before filing. |
| Part VI, Section B, Line 12c | 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 |
| Part VI, Section B, Line 15 | | Name of the Person:, The process used to establish compensation of the person who served in:|, The year in which this process was last undertaken:| NA, Compensation to university executives fall under the review of the Public Sector Employer's Council, whose mandate falls under the 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., 2019| |
| Part VI, Section C, 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. SFU's audited financial statements at "http://www.sfu.ca/finance/publications". |
| Part VII, List Of Officers | | Employee Name:, Description:| Andrew Petter, The President receives use of a residence with housing services| |
| Part XI, Line 9 | | Description:, Explanation:, Amount:| Exchange rates used to convert from Canadian to US funds: Fiscal year ending March 31, 2019: $0.7483; Fiscal year ending March 31, 2020: $0.7049., $(79,733,415) impact on opening net asset balance resulting from change in exchange rates at March 2019 and March 2020 and change in the re-measurement gains and losses balance., $-79733415| Other changes in net assets of fund balances, $14,522,955 represents endowment donations and other endowment contributions received during the year and held in perpetuity by the University. The revenue is not recognized in Statement of Revenue, in accordance with Canadian Public Sector Accounting Standards, FRF, Financial reporting Framework. The related accumulated surplus is separately accounted for on the Consolidated Statement of Financial Position., $14522955| |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Friends of Simon Fraser University | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1015 Dupont Street | AddressLine1Txt |
| Address Line2 | Suite 4500 | AddressLine2Txt |
| City | Bellingham | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982253111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916174832 | EIN |
| Primary Activities | Receive US donations & issue tax receipts on behalf of SFU | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12a | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Friends of Simon Fraser University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionTypeTxt |
| Involved | $119,839 | InvolvedAmt |
| Method Of Amount Determination | 990-EZ Return | MethodOfAmountDeterminationTxt |
Comments