2019-02-14T14:26:10-06:00 2018-03-31 Grant Thornton LLP 100 E Wisconsin Ave Milwaukee WI 53202 990 2017-04-01 981358092 Saint Mary's University % GABRIELLE MORRISON SAIN 9024916479 923 Robie Street Halifax Nova Scotia CA B3H 3C3 GABRIELLE MORRISON VP, FINANCE & ADMIN 9024916479 2019-02-14 true Michelle L Weber P00556798 4142898200 209.220.64.52 39529020190455000000 2019-02-14 P CC8A214E8F90DFB5074FFBD96A247112F3225B74 DBB5A1BB300CE7347E9A562499B28AD7099757F8 2017 2019-02-21 02:37:17Z X Robert Summerby-Murray 923 Robie Street Halifax Nova Scotia CA B3H 3C3 123156341 false X www.smu.ca X 1970 CA Offer undergraduate, graduate, & continuing education programs; to engage in research & disseminate its results; & to serve the local & international communities. 32 31 0 131 0 0 37851660 0 72447051 0 2463267 0 2154073 0 114916051 0 6289724 0 0 0 67152118 0 0 1264567 0 36813231 0 110255073 0 4660978 184631354 203587516 48465881 57223951 136165473 146363565 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. false false 75337587 65592225 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. 847170 5686687 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. 6289724 6289724 1327413 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. 82474481 true true false false false false false true false true true false false false true false true false true true true true true false true false false false true true false false false false true false true false true false false false false false false false false true 0 0 0 false true CA false false false false false false false false X 32 31 false false false false false false false true true false true true false true true true false false true true false X GABRIELLE MORRISON 9024916279 923 Robie Street Halifax Nova Scotia CA B3H 3C3 X Mr Alan R Abraham Jr Governor 1.0 0.0 X 0 0 0 Mr Denis Amirault Governor - As of 9/2017 1.0 0.0 X 0 0 0 Mr Mitchell Archibald Governor - As of 9/2017 1.0 0.0 X 0 0 0 Mr Paul Baxter Governor - As of 9/2017 1.0 0.0 X 0 0 0 Ms Deeksha Bhaskar Governor 1.0 0.0 X 0 0 0 Ms Linda Campbell Governor - As of 9/2017 1.0 0.0 X 0 0 0 Mr Greg Dickie Governor 1.0 0.0 X 0 0 0 Dr Alexandra Dobrowolsky Governor 1.0 0.0 X 0 0 0 Ms Mary-Lou Donnelly Governor 1.0 0.0 X 0 0 0 Ms Sarah Ferguson Governor 1.0 0.0 X 0 0 0 Mr Philip Fraser Governor 1.0 0.0 X 0 0 0 Mr Lawrence Freeman Governor 1.0 0.0 X 0 0 0 Mr Ben Gaunce Governor - Thru 4/2017 1.0 0.0 X 0 0 0 Chief Bob Gloade Governor 1.0 0.0 X 0 0 0 Dr Besim Halef Governor 1.0 0.0 X 0 0 0 Ms Karen Henderson Governor 1.0 0.0 X 0 0 0 Dr Renee Hulan Governor 1.0 0.0 X 0 0 0 Mr Rakesh Jain Governor - Thru 11/2017 1.0 0.0 X 0 0 0 Ms Jane Jans Governor - Thru 4/2017 1.0 0.0 X 0 0 0 Dr Natalia Kochetova-Kozloski Governor 1.0 0.0 X 0 0 0 Ms Jennifer Liu Governor 1.0 0.0 X 0 0 0 Mr Michael Lordon Governor 1.0 0.0 X 0 0 0 Mr Jamie MacNeil Governor 1.0 0.0 X 0 0 0 Most Reverend Anthony Mancini Visitor 1.0 0.0 X 0 0 0 Mr Joseph Metlege Governor 1.0 0.0 X 0 0 0 Mr Ossama Nasrallah Governor - As of 9/2017 1.0 0.0 X 0 0 0 Mr Scott Norton Vice Chair 1.0 0.0 X 0 0 0 Ms Karen Oldfield Governor 1.0 0.0 X 0 0 0 Mr Kazi Rahman Governor - Thru 4/2017 1.0 0.0 X 0 0 0 Mr Bryan Rice Governor - Thru 4/2017 1.0 0.0 X 0 0 0 Ms Karen Ross Governor 1.0 0.0 X 0 0 0 Ms Jane Roy Governor - As of 11/2017 1.0 0.0 X 0 0 0 Mr Dan Rudisuela Governor - As of 9/2017 1.0 0.0 X 0 0 0 Dr Paul Sobey Chancellor 1.0 0.0 X 0 0 0 Dr Goran Stanivukovic Governor 1.0 0.0 X 0 0 0 Ms Mary-Evelyn Ternan Governor - Thru 9/2017 1.0 0.0 X 0 0 0 Dr Peter Twohig Governor - Thru 9/2017 1.0 0.0 X 0 0 0 Dr Danika Van Proosdij Governor 1.0 0.0 X 0 0 0 Dr Robert Sumerby-Murray President and Vice-Chancellor 40.0 0.0 X X 239139 0 73874 Esther Enns VP, Academic & Res.-Thru 7/17 40.0 0.0 X 166574 0 16298 Dr Malcolm Butler VP, Academic & Res.-As of 7/17 40.0 0.0 X 111244 0 30800 Gabrielle Morrison VP, Finance & Admin 40.0 0.0 X 175592 0 51908 Steven Smith Dean of Science 40.0 0.0 X 193150 0 15145 Najah Attig Professor 40.0 0.0 X 191472 0 63118 Patricia Bradshaw Dean of Sobey School of Bus. 40.0 0.0 X 187994 0 18012 J Colin Dodds Professor 40.0 0.0 X 177955 0 4613 Paul Dixon Professor 40.0 0.0 X 158566 0 14558 1601686 0 288326 115 false true false Aramark Canada Ltd 811 ISLINGTON AVENUE TORONTO ONTARIO CA M8Z 5W8 MEAL PLAN/CATERING 3684381 Interuniversity Services Inc 84 CHAIN LAKE DR HALIFAX NOVA SCOTIA CA B3S 1A2 RFP SERVICES 1252557 Dexter Construction Co Ltd 927 ROCKY LAKE DR BEDFORD NOVA SCOTIA CA B4A 3Z2 LABOR/MATERIALS 686808 Trampoline Creative Inc 1559 BARRINGTON STREET HALIFAX NOVA SCOTIA CA B3J 1Z7 BRANDING/MEDIA 528475 PCL Constructors Canada Inc 300-111 ILSELY AVENUE DARTMOUTH NOVA SCOTIA CA B3B 1SB LABOR/MATERIALS 496031 37 32029 35174038 2645593 183594 37851660 STUDENT FEES AND TUITIONS 611310 60801553 60801553 RESIDENCE SERVICES 721310 7098101 7098101 DINING SERVICES 722514 2854211 2854211 ATHLETICS & RECREATION 713940 776713 776713 ACADEMIC SERVICES 611710 751398 751398 165075 165075 72447051 2042318 2042318 0 171338 171338 1053580 1053580 0 1053580 1053580 6987870 18306 6585227 402643 18306 420949 420949 182898 32029 117957 64941 64941 0 0 0 1266332 1537106 -270774 -270774 COST RECOVERIES 900099 357180 357180 PARKING 900099 305197 305197 INTERNATIONAL SUMMER SCHOOL 900099 159274 159274 313337 313337 1134988 114916051 72606325 4458066 0 171362 171362 6118362 6118362 0 899481 0 763589 135892 0 58641787 49670585 8296315 674887 3425286 3000035 389968 35283 1613118 1349603 241898 21617 2572446 2162109 378145 32192 0 432166 432166 49734 49734 0 0 157687 157687 3393844 2258812 1043420 91612 1164111 1110846 35831 17434 3823970 2695778 1035046 93146 1428991 212711 1200311 15969 0 3313981 1552669 1758575 2737 3707434 3354752 295241 57441 0 0 1930155 877329 1048133 4693 0 6584057 6584057 231144 33828 197004 312 RESIDENCE DINING 2321071 2321071 MAJOR RENOVATIONS 2161348 598773 1562575 HOSPITALITY & CATERING 1006939 799572 105973 101394 LICENSES, MEMBERSHIPS & DUES 729824 324931 357390 47503 4376775 3861353 582967 -67545 110255073 82474481 26516025 1264567 0 0 17166335 26664874 0 0 6655471 7819219 0 0 0 0 0 0 868456 786157 1222412 1355050 177908887 66513921 109040656 111394966 48897786 54540318 0 0 0 0 780238 1026932 0 0 184631354 203587516 7923176 7960744 0 0 7174713 16754551 0 0 0 0 0 0 32310594 31320040 0 0 1057398 1188616 48465881 57223951 X 2283737 2711440 72982746 73812817 55785210 64053829 136165473 146363565 184631354 203587516 X 4660978 1156502 4380612 X false true X true false X 779362 X false 24947912 446858 3862810 1085175 28172405 27265689 634489 -1942705 1009561 24947912 23969589 680073 3568706 952679 27265689 23909257 158136 383168 480972 23969589 25933586 329704 -2069370 284663 23909257 0.00000 0.20660 0.79340 false false 10797872 10797872 137176898 55106610 82070288 8484327 2510994 5973333 17775751 7440265 10335486 3674039 1456052 2217987 111394966 0 DUE TO GOVERNMENT 1188616 1188616 117727616 1156502 1655063 2811565 114916051 114916051 111910136 1655063 1655063 110255073 110255073 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 true false false false false true true false false false false false false false false true false true 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. true North America 1 1104 Program Services Education 76336581 North America 1 Investments 81205192 North America 1 1104 Grantmaking Financial Aid 5816760 North America 1 1104 Maintaining offices Management and admins 26617656 North America 1 1104 Fundraising 1312714 1 1104 5 4416 191288903 191288903 North America student life 26565 Check North America Sponsorship 20643 EFT North America Sponsorship 7767 Check North America Sponsorship 11685 Check North America Sponsorship 8012 Check North America Sponsorship 11685 EFT North America Sponsorship 5842 Check North America Sponsorship 5842 Check North America Student Assoc/Soc 6505 Check North America Student Assoc/Soc 13555 Check North America Student Associ/Society 10479 Check North America Student Assoc/Society 6232 Check North America Student Associ/Society 8179 Check North America Student Assoc/Society 6115 Check 14 Scholarships and Bursaries North America 2533 5816760 Check 0 false false false false false false Procedure for Monitoring Use of Grant Funds Outside U.S. 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. Huskies Auction 175178 32029 143149 935 7645 30363 29364 6805 Alumni Golf 38693 38693 18696 1 1056 1056 24149 214927 32029 182898 935 7645 30363 29364 49650 117957 64941 true Scholarships and Bursaries 40 171362 0 Procedure for Monitoring Use of Grant Funds Inside U.S. 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. X X X false false false false false false false false false Dr Robert Sumerby-Murray President and Vice-Chancellor 239139 0 0 0 0 0 70902 0 2972 0 313013 0 0 0 Esther Enns VP, Academic & Res.-Thru 7/17 166574 0 0 0 0 0 13326 0 2972 0 182872 0 0 0 Gabrielle Morrison VP, Finance & Admin 175592 0 0 0 0 0 48666 0 3242 0 227500 0 0 0 Steven Smith Dean of Science 193150 0 0 0 0 0 12173 0 2972 0 208295 0 0 0 Najah Attig Professor 191472 0 0 0 0 0 63118 0 0 0 254590 0 0 0 Patricia Bradshaw Dean of Sobey School of Bus. 187994 0 0 0 0 0 15040 0 2972 0 206006 0 0 0 J Colin Dodds Professor 177955 0 0 0 0 0 4613 0 0 0 182568 0 0 0 Paul Dixon Professor 158566 0 0 0 0 0 13114 0 1444 0 173124 0 0 0 Vested Administrative Leaves 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. 9932 TUITION REMISSION EDUCATION Employee 1 Family of Governor 119623 Salaries & Benefits false Employee 2 Family of Governor 122033 Salaries & Benefits false Business Transactions Involving Interested Persons 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. X 9 171779 FMV X Insurance 5 6128 FMV X Lab Equipment 1 3253 FMV X Sports Memorabilia 2 1215 FMV X Chair 1 1075 FMV X Trees 1 144 FMV false false true Use of Third Parties to Sell Noncash Contributions 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. 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