SAINT MARYS UNIVERSITY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SAINT MARYS UNIVERSITY (EIN 98-1358092)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2019-02-14
- IRS object ID
- 201900459349301750
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-14T14:26:10-06:00 | ReturnTs |
| Tax Period End | 2018-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E Wisconsin Ave | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 981358092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saint Mary's University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GABRIELLE MORRISON | InCareOfNm |
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 9024916479 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 923 Robie Street | AddressLine1Txt |
| City | Halifax | CityNm |
| Province Or State | Nova Scotia | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | B3H 3C3 | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GABRIELLE MORRISON | PersonNm |
| Person Title | VP, FINANCE & ADMIN | PersonTitleTxt |
| Phone | 9024916479 | PhoneNum |
| Signature | 2019-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michelle L Weber | PreparerPersonNm |
| PTIN | P00556798 | PTIN |
| Phone | 4142898200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.220.64.52 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 39529020190455000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-02-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CC8A214E8F90DFB5074FFBD96A247112F3225B74 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DBB5A1BB300CE7347E9A562499B28AD7099757F8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Principal Officer | Robert Summerby-Murray | PrincipalOfficerNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 923 Robie Street | AddressLine1Txt |
| City | Halifax | CityNm |
| Province Or State | Nova Scotia | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | B3H 3C3 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $123,156,341 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.smu.ca | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile Country | CA | LegalDomicileCountryCd |
| Activity Or Mission | Offer undergraduate, graduate, & continuing education programs; to engage in research & disseminate its results; & to serve the local & international communities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 131 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,851,660 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $72,447,051 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,463,267 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $2,154,073 | CYOtherRevenueAmt |
| PY Total Revenue | $0 | PYTotalRevenueAmt |
| CY Total Revenue | $114,916,051 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,289,724 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $67,152,118 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,264,567 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $0 | PYOtherExpensesAmt |
| CY Other Expenses | $36,813,231 | CYOtherExpensesAmt |
| PY Total Expenses | $0 | PYTotalExpensesAmt |
| CY Total Expenses | $110,255,073 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $0 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,660,978 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $184,631,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $203,587,516 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,465,881 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,223,951 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $136,165,473 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $146,363,565 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF SAINT MARY'S UNIVERSITY (SMU) IS TO OFFER UNDERGRADUATE, GRADUATE, AND CONTINUING EDUCATION PROGRAMS; TO ENGAGE IN RESEARCH AND DISSEMINATE ITS RESULTS; AND TO SERVE THE COMMUNITY FROM THE LOCAL TO THE INTERNATIONAL LEVEL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $75,337,587 | ExpenseAmt |
| Revenue | $65,592,225 | RevenueAmt |
| Desc | HIGHER EDUCATION: SMU IS A PUBLIC LIBERAL ARTS AND SCIENCE DEGREE-GRANTING INSTITUTION COMMITTED TO THE ENCOURAGEMENT AND FOSTERING OF CRITICAL, CREATIVE, AND INDEPENDENT THINKING. Throughout the 2017-2018 fiscal period, there was a total of approximately 6,210 full-time students and 830 part-time students. There were 1,572 total graduates. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $847,170 | ExpenseAmt |
| Revenue | $5,686,687 | RevenueAmt |
| Desc | Research: The research mission of SMU is to engage in research that applies to, and is valued by, communities from around the corner to around the world. Our mission also involves cultivating intellectual curiosity and creativity within our faculty and students. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,289,724 | ExpenseAmt |
| Grant | $6,289,724 | GrantAmt |
| Revenue | $1,327,413 | RevenueAmt |
| Desc | SCHOLARSHIPS, BURSARIES & STUDENT AID: SMU OPERATES A ROBUST PROGRAM OF FINANCIAL SUPPORT that is based on merit and need for students studying at SMU. This includes providing students with access to a variety of financial resources, tools, and information; rewarding academic excellence with awards; offering valuable expertise on government loans; and creating job opportunities for students through the Work-Study program. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $82,474,481 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | 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 | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| 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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | 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 | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| 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 | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GABRIELLE MORRISON | PersonNm |
| Phone | 9024916279 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 923 Robie Street | AddressLine1Txt |
| City | Halifax | CityNm |
| Province Or State | Nova Scotia | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | B3H 3C3 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Mr Alan R Abraham Jr | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Denis Amirault | ||||||||
| Governor - As of 9/2017 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Mitchell Archibald | ||||||||
| Governor - As of 9/2017 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Paul Baxter | ||||||||
| Governor - As of 9/2017 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ms Deeksha Bhaskar | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ms Linda Campbell | ||||||||
| Governor - As of 9/2017 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Greg Dickie | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Alexandra Dobrowolsky | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ms Mary-Lou Donnelly | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ms Sarah Ferguson | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Philip Fraser | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Lawrence Freeman | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Ben Gaunce | ||||||||
| Governor - Thru 4/2017 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Chief Bob Gloade | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Besim Halef | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ms Karen Henderson | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Renee Hulan | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Rakesh Jain | ||||||||
| Governor - Thru 11/2017 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ms Jane Jans | ||||||||
| Governor - Thru 4/2017 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Natalia Kochetova-Kozloski | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ms Jennifer Liu | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Michael Lordon | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Jamie MacNeil | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Most Reverend Anthony Mancini | ||||||||
| Visitor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Joseph Metlege | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Ossama Nasrallah | ||||||||
| Governor - As of 9/2017 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Scott Norton | ||||||||
| Vice Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ms Karen Oldfield | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Kazi Rahman | ||||||||
| Governor - Thru 4/2017 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Bryan Rice | ||||||||
| Governor - Thru 4/2017 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ms Karen Ross | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ms Jane Roy | ||||||||
| Governor - As of 11/2017 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Dan Rudisuela | ||||||||
| Governor - As of 9/2017 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Paul Sobey | ||||||||
| Chancellor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Goran Stanivukovic | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ms Mary-Evelyn Ternan | ||||||||
| Governor - Thru 9/2017 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Peter Twohig | ||||||||
| Governor - Thru 9/2017 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Danika Van Proosdij | ||||||||
| Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Robert Sumerby-Murray | ||||||||
| President and Vice-Chancellor | 40.0 | 0.0 | Yes (X) | $239,139 | $0 | $73,874 | Yes (X) | |
| Esther Enns | ||||||||
| VP, Academic & Res.-Thru 7/17 | 40.0 | 0.0 | $166,574 | $0 | $16,298 | Yes (X) | ||
| Dr Malcolm Butler | ||||||||
| VP, Academic & Res.-As of 7/17 | 40.0 | 0.0 | $111,244 | $0 | $30,800 | Yes (X) | ||
| Gabrielle Morrison | ||||||||
| VP, Finance & Admin | 40.0 | 0.0 | $175,592 | $0 | $51,908 | Yes (X) | ||
| Steven Smith | ||||||||
| Dean of Science | 40.0 | 0.0 | $193,150 | $0 | $15,145 | Yes (X) | ||
| Najah Attig | ||||||||
| Professor | 40.0 | 0.0 | $191,472 | $0 | $63,118 | Yes (X) | ||
| Patricia Bradshaw | ||||||||
| Dean of Sobey School of Bus. | 40.0 | 0.0 | $187,994 | $0 | $18,012 | Yes (X) | ||
| J Colin Dodds | ||||||||
| Professor | 40.0 | 0.0 | $177,955 | $0 | $4,613 | Yes (X) | ||
| Paul Dixon | ||||||||
| Professor | 40.0 | 0.0 | $158,566 | $0 | $14,558 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,601,686 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $288,326 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 115 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Aramark Canada Ltd | ||||||
| 811 ISLINGTON AVENUE | TORONTO | ONTARIO | CA | M8Z 5W8 | MEAL PLAN/CATERING | $3,684,381 |
| Interuniversity Services Inc | ||||||
| 84 CHAIN LAKE DR | HALIFAX | NOVA SCOTIA | CA | B3S 1A2 | RFP SERVICES | $1,252,557 |
| Dexter Construction Co Ltd | ||||||
| 927 ROCKY LAKE DR | BEDFORD | NOVA SCOTIA | CA | B4A 3Z2 | LABOR/MATERIALS | $686,808 |
| Trampoline Creative Inc | ||||||
| 1559 BARRINGTON STREET | HALIFAX | NOVA SCOTIA | CA | B3J 1Z7 | BRANDING/MEDIA | $528,475 |
| PCL Constructors Canada Inc | ||||||
| 300-111 ILSELY AVENUE | DARTMOUTH | NOVA SCOTIA | CA | B3B 1SB | LABOR/MATERIALS | $496,031 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 37 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $32,029 | FundraisingAmt |
| Government Grants | $35,174,038 | GovernmentGrantsAmt |
| All Other Contributions | $2,645,593 | AllOtherContributionsAmt |
| Noncash Contributions | $183,594 | NoncashContributionsAmt |
| Total Contributions | $37,851,660 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT FEES AND TUITIONS | 611310 | $60,801,553 | $60,801,553 |
| RESIDENCE SERVICES | 721310 | $7,098,101 | $7,098,101 |
| DINING SERVICES | 722514 | $2,854,211 | $2,854,211 |
| ATHLETICS & RECREATION | 713940 | $776,713 | $776,713 |
| ACADEMIC SERVICES | 611710 | $751,398 | $751,398 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,075 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $165,075 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $72,447,051 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,042,318 | TotalRevenueColumnAmt |
| Exclusion | $2,042,318 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,338 | TotalRevenueColumnAmt |
| Exclusion | $171,338 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,053,580 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,053,580 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,053,580 | TotalRevenueColumnAmt |
| Exclusion | $1,053,580 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,987,870 | SecuritiesAmt |
| Other | $18,306 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,585,227 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $402,643 | SecuritiesAmt |
| Other | $18,306 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $420,949 | TotalRevenueColumnAmt |
| Exclusion | $420,949 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $182,898 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $32,029 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $117,957 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,941 | TotalRevenueColumnAmt |
| Exclusion | $64,941 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,266,332 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,537,106 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$270,774 | TotalRevenueColumnAmt |
| Exclusion | -$270,774 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| COST RECOVERIES | 900099 | $357,180 | $357,180 | |
| PARKING | 900099 | $305,197 | $305,197 | |
| INTERNATIONAL SUMMER SCHOOL | 900099 | $159,274 | $159,274 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $313,337 | TotalRevenueColumnAmt |
| Exclusion | $313,337 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,134,988 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,916,051 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,606,325 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,458,066 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,362 | TotalAmt |
| Program Services | $171,362 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,118,362 | TotalAmt |
| Program Services | $6,118,362 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $899,481 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $763,589 | ManagementAndGeneralAmt |
| Fundraising | $135,892 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,641,787 | TotalAmt |
| Program Services | $49,670,585 | ProgramServicesAmt |
| Management And General | $8,296,315 | ManagementAndGeneralAmt |
| Fundraising | $674,887 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,425,286 | TotalAmt |
| Program Services | $3,000,035 | ProgramServicesAmt |
| Management And General | $389,968 | ManagementAndGeneralAmt |
| Fundraising | $35,283 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,613,118 | TotalAmt |
| Program Services | $1,349,603 | ProgramServicesAmt |
| Management And General | $241,898 | ManagementAndGeneralAmt |
| Fundraising | $21,617 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,572,446 | TotalAmt |
| Program Services | $2,162,109 | ProgramServicesAmt |
| Management And General | $378,145 | ManagementAndGeneralAmt |
| Fundraising | $32,192 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,166 | TotalAmt |
| Management And General | $432,166 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,734 | TotalAmt |
| Management And General | $49,734 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,687 | TotalAmt |
| Management And General | $157,687 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,393,844 | TotalAmt |
| Program Services | $2,258,812 | ProgramServicesAmt |
| Management And General | $1,043,420 | ManagementAndGeneralAmt |
| Fundraising | $91,612 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,164,111 | TotalAmt |
| Program Services | $1,110,846 | ProgramServicesAmt |
| Management And General | $35,831 | ManagementAndGeneralAmt |
| Fundraising | $17,434 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,823,970 | TotalAmt |
| Program Services | $2,695,778 | ProgramServicesAmt |
| Management And General | $1,035,046 | ManagementAndGeneralAmt |
| Fundraising | $93,146 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,428,991 | TotalAmt |
| Program Services | $212,711 | ProgramServicesAmt |
| Management And General | $1,200,311 | ManagementAndGeneralAmt |
| Fundraising | $15,969 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,313,981 | TotalAmt |
| Program Services | $1,552,669 | ProgramServicesAmt |
| Management And General | $1,758,575 | ManagementAndGeneralAmt |
| Fundraising | $2,737 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,707,434 | TotalAmt |
| Program Services | $3,354,752 | ProgramServicesAmt |
| Management And General | $295,241 | ManagementAndGeneralAmt |
| Fundraising | $57,441 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,930,155 | TotalAmt |
| Program Services | $877,329 | ProgramServicesAmt |
| Management And General | $1,048,133 | ManagementAndGeneralAmt |
| Fundraising | $4,693 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,584,057 | TotalAmt |
| Management And General | $6,584,057 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,144 | TotalAmt |
| Program Services | $33,828 | ProgramServicesAmt |
| Management And General | $197,004 | ManagementAndGeneralAmt |
| Fundraising | $312 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESIDENCE DINING | $2,321,071 | $2,321,071 | ||
| MAJOR RENOVATIONS | $2,161,348 | $598,773 | $1,562,575 | |
| HOSPITALITY & CATERING | $1,006,939 | $799,572 | $105,973 | $101,394 |
| LICENSES, MEMBERSHIPS & DUES | $729,824 | $324,931 | $357,390 | $47,503 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,376,775 | TotalAmt |
| Program Services | $3,861,353 | ProgramServicesAmt |
| Management And General | $582,967 | ManagementAndGeneralAmt |
| Fundraising | -$67,545 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,255,073 | TotalAmt |
| Program Services | $82,474,481 | ProgramServicesAmt |
| Management And General | $26,516,025 | ManagementAndGeneralAmt |
| Fundraising | $1,264,567 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,166,335 | BOYAmt |
| EOY | $26,664,874 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,655,471 | BOYAmt |
| EOY | $7,819,219 | 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 | $868,456 | BOYAmt |
| EOY | $786,157 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,222,412 | BOYAmt |
| EOY | $1,355,050 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $177,908,887 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,513,921 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,040,656 | BOYAmt |
| EOY | $111,394,966 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,897,786 | BOYAmt |
| EOY | $54,540,318 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $780,238 | BOYAmt |
| EOY | $1,026,932 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,631,354 | BOYAmt |
| EOY | $203,587,516 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,923,176 | BOYAmt |
| EOY | $7,960,744 | 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 | $7,174,713 | BOYAmt |
| EOY | $16,754,551 | 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 | $32,310,594 | BOYAmt |
| EOY | $31,320,040 | 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 | $1,057,398 | BOYAmt |
| EOY | $1,188,616 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,465,881 | BOYAmt |
| EOY | $57,223,951 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,283,737 | BOYAmt |
| EOY | $2,711,440 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,982,746 | BOYAmt |
| EOY | $73,812,817 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,785,210 | BOYAmt |
| EOY | $64,053,829 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,165,473 | BOYAmt |
| EOY | $146,363,565 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,631,354 | BOYAmt |
| EOY | $203,587,516 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,660,978 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,156,502 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,380,612 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $779,362 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,947,912 | BeginningYearBalanceAmt |
| Contributions | $446,858 | ContributionsAmt |
| Investment Earnings Or Losses | $3,862,810 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,085,175 | OtherExpendituresAmt |
| End Year Balance | $28,172,405 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,265,689 | BeginningYearBalanceAmt |
| Contributions | $634,489 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,942,705 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,009,561 | OtherExpendituresAmt |
| End Year Balance | $24,947,912 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,969,589 | BeginningYearBalanceAmt |
| Contributions | $680,073 | ContributionsAmt |
| Investment Earnings Or Losses | $3,568,706 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $952,679 | OtherExpendituresAmt |
| End Year Balance | $27,265,689 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,909,257 | BeginningYearBalanceAmt |
| Contributions | $158,136 | ContributionsAmt |
| Investment Earnings Or Losses | $383,168 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $480,972 | OtherExpendituresAmt |
| End Year Balance | $23,969,589 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,933,586 | BeginningYearBalanceAmt |
| Contributions | $329,704 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,069,370 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $284,663 | OtherExpendituresAmt |
| End Year Balance | $23,909,257 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.20660 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.79340 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,797,872 | OtherCostOrOtherBasisAmt |
| Book Value | $10,797,872 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $137,176,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,106,610 | DepreciationAmt |
| Book Value | $82,070,288 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,484,327 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,510,994 | DepreciationAmt |
| Book Value | $5,973,333 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,775,751 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,440,265 | DepreciationAmt |
| Book Value | $10,335,486 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,674,039 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,456,052 | DepreciationAmt |
| Book Value | $2,217,987 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $111,394,966 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO GOVERNMENT | Desc |
| Amt | $1,188,616 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,188,616 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $117,727,616 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,156,502 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,655,063 | OtherRevenueAmt |
| Revenue Not Reported | $2,811,565 | RevenueNotReportedAmt |
| Revenue Subtotal | $114,916,051 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $114,916,051 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $111,910,136 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,655,063 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,655,063 | ExpensesNotReportedAmt |
| Expenses Subtotal | $110,255,073 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $110,255,073 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| COLLECTIONS OF ART AND HISTORICAL TREASURES EXEMPT PURPOSE | Schedule D, Part III, Line 4 The art collection has over 2,000 works in the permanent collection focusing on contemporary Canadian artists. The artwork recognizes local artists and is displayed throughout the campus. All of the exhibits receive support from the Canadian Council of the Arts. The art exposes students to the local culture and the arts. |
| Intended Uses of Endowment Fund | Schedule D, Part V, Line 4 Endowment Funds provide a base for student financial aid and programs in support of the academic plan. SMU'S endowment is expected to provide both present and future generations with financial support. |
| Revenues in Line 1, Not Form 990 | Schedule D, Part XI, Line 2D Cost of Goods Sold $1,537,106 Fundraising Expenses 117,957 Total 1,655,063 |
| Expenses in Line 1, Not Form 990 | Schedule D, Part XII, Line 2D Cost of Goods Sold $1,537,106 Fundraising Expenses 117,957 Total 1,655,063 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | false | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | false | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | false | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | false | 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PUBLICATION ON RACIALLY NONDISCRIMINATORY POLICY | Schedule E, Part I, Line 3 Although SMU has not taken out ads in newspapers to explain our nondiscrimination policy, we are confident that our advertising makes a strong statement that we serve all racial segments of the community, and indeed the Globe. We rely on our extensive recruitment advertising campaigns and other advertising campaigns to demonstrate that we are an institution that values and practices diversity and inclusion. Our campaigns are promoted heavily through ads on social media channels such as Facebook and therefore reach large audiences in Canada and overseas. Racial diversity is demonstrated in our advertising by the photography and videos which showcase our students on campus. We never use actors or stand-ins in our advertising. Another important tool is SMU's website. By showcasing our students, Faculty, staff and alumni on the SMU website, we make a strong statement about racial diversity. |
| RECORDS ON RACIAL COMPOSITION | Schedule E, Part I, Line 4a SMU does not currently request, compile, or disseminate information related to the racial composition of its applicants, student body, faculty or administration. |
| RECORDS ON SCHOLARSHIPS AWARDED ON RACIALLY NONDISCRIMINATORY BASIS | Schedule E, Part I, Line 4b Scholarships and financial assistance are rendered based on need and academic standing. |
| FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY | Schedule E, Part I, Line 6a Grants are provided from Federal and Provincial governments. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| North America | 1 | 1104 | Program Services | Education | $76,336,581 |
| North America | 1 | Investments | $81,205,192 | ||
| North America | 1 | 1104 | Grantmaking | Financial Aid | $5,816,760 |
| North America | 1 | 1104 | Maintaining offices | Management and admins | $26,617,656 |
| North America | 1 | 1104 | Fundraising | $1,312,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 1104 | SubtotalEmployeesCnt |
| Total Office | 5 | TotalOfficeCnt |
| Total Employee | 4416 | TotalEmployeeCnt |
| Subtotal Spent | $191,288,903 | SubtotalSpentAmt |
| Total Spent | $191,288,903 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (14 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| North America | student life | $26,565 | Check |
| North America | Sponsorship | $20,643 | EFT |
| North America | Sponsorship | $7,767 | Check |
| North America | Sponsorship | $11,685 | Check |
| North America | Sponsorship | $8,012 | Check |
| North America | Sponsorship | $11,685 | EFT |
| North America | Sponsorship | $5,842 | Check |
| North America | Sponsorship | $5,842 | Check |
| North America | Student Assoc/Soc | $6,505 | Check |
| North America | Student Assoc/Soc | $13,555 | Check |
| North America | Student Associ/Society | $10,479 | Check |
| North America | Student Assoc/Society | $6,232 | Check |
| North America | Student Associ/Society | $8,179 | Check |
| North America | Student Assoc/Society | $6,115 | Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 14 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Scholarships and Bursaries | TypeOfAssistanceTxt |
| Region | North America | RegionTxt |
| Recipient | 2533 | RecipientCnt |
| Cash Grant | $5,816,760 | CashGrantAmt |
| Manner Of Cash Disbursement | Check | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Procedure for Monitoring Use of Grant Funds Outside U.S. | FormAndLineReferenceDesc |
| Explanation | Schedule F, Part I, Line 2 SMU's mission statement refers to "building on a strong tradition of accessibility." Financially, we contribute to that vision by ensuring to the extent possible that students can afford to attend SMU. Scholarships, bursaries and financial aid are provided based on need and merit. SMU tracks all grants issued by grant, amount, student, and term. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Huskies Auction | Event1Nm |
| Gross Receipts Event1 | $175,178 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $32,029 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $143,149 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $935 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $7,645 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $30,363 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $29,364 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,805 | OtherDirectExpensesEvent1Amt |
| Event2 | Alumni Golf | Event2Nm |
| Gross Receipts Event2 | $38,693 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $38,693 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $18,696 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,056 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $1,056 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $24,149 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $214,927 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $32,029 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $182,898 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $935 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $7,645 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,363 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $29,364 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $49,650 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $117,957 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $64,941 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships and Bursaries | GrantTypeTxt |
| Recipient | 40 | RecipientCnt |
| Cash Grant | $171,362 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Procedure for Monitoring Use of Grant Funds Inside U.S. | FormAndLineReferenceDesc |
| Explanation | Schedule I, Part 1, Line 2 Financial aid and scholarships are based on need and merit from applications submitted by students. Once awarded, the funds are placed directly on the student's account to offset the cost of tuition and fees. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr Robert Sumerby-Murray | ||||||||||||||
| President and Vice-Chancellor | $239,139 | $0 | $0 | $0 | $0 | $0 | $70,902 | $0 | $2,972 | $0 | $313,013 | $0 | $0 | $0 |
| Esther Enns | ||||||||||||||
| VP, Academic & Res.-Thru 7/17 | $166,574 | $0 | $0 | $0 | $0 | $0 | $13,326 | $0 | $2,972 | $0 | $182,872 | $0 | $0 | $0 |
| Gabrielle Morrison | ||||||||||||||
| VP, Finance & Admin | $175,592 | $0 | $0 | $0 | $0 | $0 | $48,666 | $0 | $3,242 | $0 | $227,500 | $0 | $0 | $0 |
| Steven Smith | ||||||||||||||
| Dean of Science | $193,150 | $0 | $0 | $0 | $0 | $0 | $12,173 | $0 | $2,972 | $0 | $208,295 | $0 | $0 | $0 |
| Najah Attig | ||||||||||||||
| Professor | $191,472 | $0 | $0 | $0 | $0 | $0 | $63,118 | $0 | $0 | $0 | $254,590 | $0 | $0 | $0 |
| Patricia Bradshaw | ||||||||||||||
| Dean of Sobey School of Bus. | $187,994 | $0 | $0 | $0 | $0 | $0 | $15,040 | $0 | $2,972 | $0 | $206,006 | $0 | $0 | $0 |
| J Colin Dodds | ||||||||||||||
| Professor | $177,955 | $0 | $0 | $0 | $0 | $0 | $4,613 | $0 | $0 | $0 | $182,568 | $0 | $0 | $0 |
| Paul Dixon | ||||||||||||||
| Professor | $158,566 | $0 | $0 | $0 | $0 | $0 | $13,114 | $0 | $1,444 | $0 | $173,124 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Vested Administrative Leaves | FormAndLineReferenceDesc |
| Explanation | Schedule J, Part II, Column C Certain employees are eligible per their employment contract to vested administrative leaves. This future employee benefit is accrued each year and reported in column C. Paul Dixon's adminstrative leave was over accrued in fiscal year 2017 and adjusted in fiscal year 2018 to reduce the accrual. His accrual for the year was ($111,262) which is not being shown in Column C. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $9,932 | CashGrantAmt |
| Type Of Assistance | TUITION REMISSION | TypeOfAssistanceTxt |
| Assistance Purpose | EDUCATION | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Employee 1 | |||
| Family of Governor | $119,623 | Salaries & Benefits | false |
| Employee 2 | |||
| Family of Governor | $122,033 | Salaries & Benefits | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Business Transactions Involving Interested Persons | FormAndLineReferenceDesc |
| Explanation | Schedule L, Part IV Due to confidentiality agreements, the names of the Governor and the related family member have not been listed. However, the interested person's compensation and benefits have been provided in Column C. These transactions have been made in the normal course of business. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $171,779 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Insurance | 5 | $6,128 | FMV |
| Yes (X) | Lab Equipment | 1 | $3,253 | FMV |
| Yes (X) | Sports Memorabilia | 2 | $1,215 | FMV |
| Yes (X) | Chair | 1 | $1,075 | FMV |
| Yes (X) | Trees | 1 | $144 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Use of Third Parties to Sell Noncash Contributions | FormAndLineReferenceDesc |
| Explanation | Schedule M, Part 1, Line 32B Royal Bank of Canada Private Investment Group is used to value stock contributions. Subsequent stock sales are done through Sunlife Financial. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 Review Process | Form 990, Part VI, Section B, Line 11b The Form 990 is reviewed by the Senior Director of Financial Services and the VP, Finance & Admin and distributed to the secretary to facilitate review with the executive management group and board of directors. This is conducted before filing. |
| Conflict of Interest Policy | Form 990, Part VI, Section B, Line 12A All officers, directors, and key employees are required to sign the organization's conflict of interest policy. In-house legal counsel reviews all forms. Any disclosures noted are brought to the attention of the audit committee to review. |
| Process for Determining Compensation | Form 990, Part VI, Section B, Lines 15A & 15B Independent analysis and research for appropriate compensation is done by a search firm. Subsequent approval is given by the governing board |
| How Documents Are Made Available to the Public | Form 990, Part VI, Section B, Line 19 The governing documents and financial statements are posted on SMU'S website. |
| Other Changes in Net Assets or Fund Balances | Form 990, Part XI, Line 9 Foreign Currency Gain $4,380,612 |
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