SAINT MARYS UNIVERSITY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAINT MARYS UNIVERSITY (EIN 98-1358092)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-04
- IRS object ID
- 202540359349300944
- Schema version
- 2023v6.0
- 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 I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-04T13:03:42-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET 16TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | 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) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 9024205400 | 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 | AYO MAKANJUOLA | PersonNm |
| Person Title | VP, FINANCE & ADMINISTRATION | PersonTitleTxt |
| Foreign Phone | 9024205400 | ForeignPhoneNum |
| Signature | 2024-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY HOGBEN | PreparerPersonNm |
| PTIN | P01619105 | PTIN |
| Phone | 6177237900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $164,686,063 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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; (CONTINUED ON SCHEDULE O)TO ENGAGE IN RESEARCH & DISSEMINATE ITS RESULTS; & TO SERVE THE LOCAL & INTERNATIONAL COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 211 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $71,667,864 | PYContributionsGrantsAmt |
| CY Contributions Grants | $46,822,320 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $73,050,203 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $74,709,942 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,101,252 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,086,677 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,144,840 | PYOtherRevenueAmt |
| CY Other Revenue | $2,265,979 | CYOtherRevenueAmt |
| PY Total Revenue | $149,964,159 | PYTotalRevenueAmt |
| CY Total Revenue | $129,884,918 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,645,525 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,945,173 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $81,414,493 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $80,486,238 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,452,014 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $40,576,459 | PYOtherExpensesAmt |
| CY Other Expenses | $40,896,027 | CYOtherExpensesAmt |
| PY Total Expenses | $134,636,477 | PYTotalExpensesAmt |
| CY Total Expenses | $133,327,438 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,327,682 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,442,520 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $261,399,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $247,836,604 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $77,030,171 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $66,887,658 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $184,369,547 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $180,948,946 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $70,072,180 | ExpenseAmt |
| Grant | $6,838,100 | GrantAmt |
| Revenue | $62,895,807 | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,840,856 | ExpenseAmt |
| Grant | $2,334,850 | GrantAmt |
| Revenue | $0 | 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 | $4,167,804 | ExpenseAmt |
| Grant | $36,044 | GrantAmt |
| Revenue | $6,957,155 | RevenueAmt |
| Desc | SMU BELIEVES LIVING IN A RESIDENCE COMMUNITY PROVIDES STUDENTS WITH OPPORTUNITIES FOR LEARNING AND GROWTH THAT ARE EQUALLY AS VALUABLE AS THOSE AVAILABLE TO THEM IN THE CLASSROOM. AS SUCH, RESIDENCE AT SMU HAS BEEN DESIGNED TO REFLECT A COMMITMENT TO THE HOLISTIC DEVELOPMENT AND PERSONAL GROWTH OF OUR RESIDENCE COMMUNITY STUDENTS. SMU STRIVES TO ENSURE THAT THE RESIDENCE COMMUNITY FOLLOWS AN APPROACH BASED ON PROFESSIONAL BEST PRACTICES, AS WELL AS THE INTERESTS AND DEVELOPMENTAL NEEDS OF STUDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,840,107 | ExpenseAmt |
| Grant | $2,736,179 | GrantAmt |
| Revenue | $4,856,980 | RevenueAmt |
| Desc | SMU PROVIDES A WIDE RANGE OF OTHER SERVICES RELATED TO ITS CORE MISSION OF POST SECONDARY EDUCATION, RESEARCH AND OUTREACH INCLUDING ATHLETICS& RECREATION, DINING SERVICES, CAMPUS BOOKSTORE, AND CONFERENCES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $25,840,107 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,736,179 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $4,856,980 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $109,920,947 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AYO MAKANJUOLA VP FINANCE & ADMIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9022224606 | 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DR ROBERT SUMMERBY-MURRAY | ||||||||||
| PRESIDENT AND VICE-CHANCELLOR | 41.00 | 0.00 | Yes (X) | Yes (X) | $265,886 | $0 | $52,193 | |||
| DR MOHAMED DRIRA | ||||||||||
| GOVERNOR; PROFESSOR | 41.00 | 0.00 | Yes (X) | $144,956 | $0 | $15,347 | ||||
| DR TONY CHARLES | ||||||||||
| GOVERNOR; PROFESSOR - THRU 9/2023 | 41.00 | 0.00 | Yes (X) | $159,328 | $0 | $15,269 | ||||
| DR MARGARET MCKEE | ||||||||||
| GOVERNOR; PROFESSOR - THRU 9/2023 | 41.00 | 0.00 | Yes (X) | $128,549 | $0 | $12,407 | ||||
| DR ROBERT SINGER | ||||||||||
| GOVERNOR; PROFESSOR - THRU 9/2023 | 41.00 | 0.00 | Yes (X) | $126,080 | $0 | $13,663 | ||||
| DR RITUPARNA KANUMGO | ||||||||||
| GOVERNOR; PROFESSOR | 41.00 | 0.00 | Yes (X) | $118,638 | $0 | $12,416 | ||||
| DR LUCIE KOCUM | ||||||||||
| GOVERNOR; PROFESSOR | 41.00 | 0.00 | Yes (X) | $95,956 | $0 | $10,401 | ||||
| MR JASON RHINELANDER | ||||||||||
| GOVERNOR; PROFESSOR - AS OF 9/2023 | 40.00 | 0.00 | Yes (X) | $78,198 | $0 | $8,354 | ||||
| MR ALAN R ABRAHAM JR | ||||||||||
| GOVERNOR; CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MS CHRISTINE BONNELL-EISNER | ||||||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR KYLE COOK | ||||||||||
| GOVERNOR - THRU 4/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS JILLIAN D'ALESSIO | ||||||||||
| GOVERNOR - AS OF 4/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS KIMBERLY DOANE | ||||||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR PHILIP FRASER | ||||||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR ASHISH GANAPATHY | ||||||||||
| GOVERNOR - AS OF 5/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS SYLVIA GAWAD | ||||||||||
| GOVERNOR - THRU 9/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR MARK GOSINE | ||||||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR BEN GUANCE | ||||||||||
| GOVERNOR - AS OF 9/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR ANUBHAV GUPTA | ||||||||||
| GOVERNOR - AS OF 5/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR FLOYD KANE | ||||||||||
| GOVERNOR - THRU 9/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR RODDY MACDONALD | ||||||||||
| GOVERNOR - AS OF 4/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR JAMIE MACNEIL | ||||||||||
| GOVERNOR - THRU 9/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS ANNA MARENICK | ||||||||||
| GOVERNOR - THRU 9/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR BAFANA MASHINGAIDZE | ||||||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS SARAH MCLEAN | ||||||||||
| GOVERNOR - AS OF 4/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR MIKE MERCER | ||||||||||
| GOVERNOR - AS OF 9/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR JOSEPH METLEGE | ||||||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS JANE ROY | ||||||||||
| GOVERNOR - THRU 9/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS KELLIE SAURIOL | ||||||||||
| GOVERNOR - THRU 9/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR ZH RUI SHIRAY TAN | ||||||||||
| GOVERNOR - AS OF 5/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR VIVEK SOOD | ||||||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS FRANCESCA SOUTHWELL | ||||||||||
| GOVERNOR - THRU 4/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS ISOBEL TYLER | ||||||||||
| GOVERNOR - THRU 4/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR LOUIE VELOCCI | ||||||||||
| GOVERNOR - AS OF 9/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR THOMAS WAITHE | ||||||||||
| GOVERNOR - AS OF 5/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR ALEX WILSON | ||||||||||
| GOVERNOR - THRU 4/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR SIAN WREN | ||||||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS ERIN SARGEANT GREENWOOD | ||||||||||
| VP, ADVANCEMENT | 40.00 | 0.00 | Yes (X) | $196,474 | $0 | $18,462 | ||||
| MS MICHELLE BENOIT | ||||||||||
| VP, FINANCE & ADMIN - THRU 10/2023 | 40.00 | 0.00 | Yes (X) | $152,824 | $0 | $14,699 | ||||
| DR MADINE VANDERPLAAT | ||||||||||
| VP, ACADEMIC & RES. | 40.00 | 0.00 | Yes (X) | $184,465 | $0 | $20,296 | ||||
| DR MICHAEL DURLAND | ||||||||||
| CHANCELLOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR TODD WILLIAMS | ||||||||||
| VP, FINANCE & ADMIN - AS OF 10/2023 | 40.00 | 0.00 | Yes (X) | $142,757 | $0 | $14,383 | ||||
| DR MARY INGRAHAM | ||||||||||
| DEAN OF ARTS | 40.00 | 0.00 | $165,649 | $0 | $59,522 | Yes (X) | ||||
| DR ADAM SARTY | ||||||||||
| ASSOC. VP, RESEARCH & DEAN FGSR | 40.00 | 0.00 | $169,411 | $0 | $25,373 | Yes (X) | ||||
| DR ESTHER ENNS | ||||||||||
| ASSOC. VP, TEACHING & LEARNING | 40.00 | 0.00 | $193,796 | $0 | $14,934 | Yes (X) | ||||
| MR E KEVIN KELLOWAY | ||||||||||
| RESEARCH CHAIR | 40.00 | 0.00 | $185,868 | $0 | $16,874 | Yes (X) | ||||
| DR PAWAN LINGRAS | ||||||||||
| PROFESSOR | 40.00 | 0.00 | $200,880 | $0 | $14,466 | Yes (X) | ||||
| DR DAWN JUTLA | ||||||||||
| PROFESSOR | 40.00 | 0.00 | $168,664 | $0 | $17,275 | Yes (X) | ||||
| DR MOHAMMAD RAHAMAN | ||||||||||
| PROFESSOR | 40.00 | 0.00 | $183,364 | $0 | $16,014 | Yes (X) | ||||
| DR MALCOM BUTLER | ||||||||||
| FORMER OFFICER; PROFESSOR | 40.00 | 0.00 | $131,855 | $0 | $15,520 | Yes (X) | ||||
| DR HARJEET BHABRA | ||||||||||
| FORMER KEY EMPLOYEE; PROFESSOR | 40.00 | 0.00 | $129,486 | $0 | $75,826 | Yes (X) | ||||
| DR MARGARET MACDONALD | ||||||||||
| FORMER KEY EMPLOYEE; PROFESSOR | 40.00 | 0.00 | $143,158 | $0 | $15,269 | Yes (X) | ||||
| DR STEVEN SMITH | ||||||||||
| FORMER KEY EMPLOYEE; PROFESSOR | 40.00 | 0.00 | $140,688 | $0 | $15,053 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,606,930 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $494,016 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 205 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | 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 | DINING SERVICES | $3,587,145 |
| CBWES INC | ||||||
| 34 NICE VIEW DRIVE | TERRENCE BAY | NS | CA | B3T 1X7 | RESEARCH SERVICES | $1,672,993 |
| ELLUCIAN TECHNOLOGIES CANADA ULC | ||||||
| 3007 KINGSTON RD STE 114 | TORONTO | ONTARIO | CA | M1M 1P1 | CONSULTING SERVICES | $1,351,732 |
| ELLISDON CORPORATION | ||||||
| 2045 OXFORD ST EAST LONDON | ONTARIO | CA | N5V 2Z7 | CONSTRUCTION | $1,205,106 | |
| ATLANTIC BUSINESS INTERIORS | ||||||
| 30 TROOP AVENUE | DARTMOUTH | NS | CA | B3B 1Z1 | CONSTRUCTION | $1,088,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 56 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $38,871,980 | GovernmentGrantsAmt |
| All Other Contributions | $7,950,340 | AllOtherContributionsAmt |
| Noncash Contributions | $1,894,443 | NoncashContributionsAmt |
| Total Contributions | $46,822,320 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT FEES & TUITION | 611310 | $63,002,288 | $63,002,288 |
| RESIDENCE SERVICES | 721310 | $6,957,155 | $6,957,155 |
| DINING SERVICES | 722514 | $3,654,445 | $3,654,445 |
| ATHLETICS & RECREATION SERVICES | 713940 | $753,741 | $753,741 |
| ACADEMIC SERVICES | 611710 | $335,097 | $335,097 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,216 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,216 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $74,709,942 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,130,227 | TotalRevenueColumnAmt |
| Exclusion | $5,130,227 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $709,061 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $709,061 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $709,061 | TotalRevenueColumnAmt |
| Exclusion | $709,061 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,091,177 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,134,320 | SecuritiesAmt |
| Other | $407 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $956,857 | SecuritiesAmt |
| Other | -$407 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $956,450 | TotalRevenueColumnAmt |
| Exclusion | $956,450 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,326 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $15,966 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,640 | TotalRevenueColumnAmt |
| Exclusion | -$9,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $827,306 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $650,452 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $176,854 | TotalRevenueColumnAmt |
| Exclusion | $176,854 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| EXTERNAL COST RECOVERIES | 900099 | $414,462 | $414,462 |
| PARKING REVENUE | 900099 | $334,688 | $334,688 |
| INT'L SUMMER SCHOOL REVENUE | 900099 | $209,211 | $209,211 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $431,343 | TotalRevenueColumnAmt |
| Exclusion | $431,343 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,389,704 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,884,918 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,709,942 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,352,656 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,755 | TotalAmt |
| Program Services | $190,755 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,754,418 | TotalAmt |
| Program Services | $11,754,418 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,307,787 | TotalAmt |
| Program Services | $1,907,738 | ProgramServicesAmt |
| Management And General | $1,105,606 | ManagementAndGeneralAmt |
| Fundraising | $294,443 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,359 | TotalAmt |
| Program Services | $547,359 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,201,442 | TotalAmt |
| Program Services | $55,033,043 | ProgramServicesAmt |
| Management And General | $10,240,287 | ManagementAndGeneralAmt |
| Fundraising | $928,112 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,139,614 | TotalAmt |
| Program Services | $3,245,019 | ProgramServicesAmt |
| Management And General | $815,026 | ManagementAndGeneralAmt |
| Fundraising | $79,569 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,571,106 | TotalAmt |
| Program Services | $1,368,761 | ProgramServicesAmt |
| Management And General | $1,179,763 | ManagementAndGeneralAmt |
| Fundraising | $22,582 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,718,930 | TotalAmt |
| Program Services | $2,970,712 | ProgramServicesAmt |
| Management And General | $681,646 | ManagementAndGeneralAmt |
| Fundraising | $66,572 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,393 | TotalAmt |
| Management And General | $137,393 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,005 | TotalAmt |
| Management And General | $291,005 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,952 | TotalAmt |
| Management And General | $88,952 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,160 | TotalAmt |
| Management And General | $238,160 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,870,601 | TotalAmt |
| Program Services | $4,274,461 | ProgramServicesAmt |
| Management And General | $1,476,881 | ManagementAndGeneralAmt |
| Fundraising | $119,259 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,213,643 | TotalAmt |
| Program Services | $1,148,460 | ProgramServicesAmt |
| Management And General | $49,933 | ManagementAndGeneralAmt |
| Fundraising | $15,250 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,957 | TotalAmt |
| Program Services | $314,412 | ProgramServicesAmt |
| Management And General | $153,933 | ManagementAndGeneralAmt |
| Fundraising | $13,612 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,943,497 | TotalAmt |
| Program Services | $429,910 | ProgramServicesAmt |
| Management And General | $3,501,671 | ManagementAndGeneralAmt |
| Fundraising | $11,916 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,305 | TotalAmt |
| Program Services | $12,305 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,280,937 | TotalAmt |
| Program Services | $1,588,738 | ProgramServicesAmt |
| Management And General | $2,685,420 | ManagementAndGeneralAmt |
| Fundraising | $6,779 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,215,744 | TotalAmt |
| Program Services | $3,025,157 | ProgramServicesAmt |
| Management And General | $187,615 | ManagementAndGeneralAmt |
| Fundraising | $2,972 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,261 | TotalAmt |
| Program Services | $421,138 | ProgramServicesAmt |
| Management And General | $10,772 | ManagementAndGeneralAmt |
| Fundraising | $6,351 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,932,976 | TotalAmt |
| Program Services | $699,792 | ProgramServicesAmt |
| Management And General | $1,233,184 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,740,248 | TotalAmt |
| Management And General | $7,740,248 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,375 | TotalAmt |
| Program Services | $4,197 | ProgramServicesAmt |
| Management And General | $388,178 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESIDENCE DINING EXPENS | $2,946,719 | $2,946,719 | ||
| MATERIALS & SUPPLIES | $1,873,476 | $1,617,628 | $219,219 | $36,629 |
| LIBRARY ACQUISITIONS | $1,442,813 | $1,442,813 | ||
| HOSPITALITY & CATERING | $628,882 | $545,395 | $49,365 | $34,122 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,726,083 | TotalAmt |
| Program Services | $14,432,016 | ProgramServicesAmt |
| Management And General | -$10,519,779 | ManagementAndGeneralAmt |
| Fundraising | -$186,154 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,327,438 | TotalAmt |
| Program Services | $109,920,947 | ProgramServicesAmt |
| Management And General | $21,954,478 | ManagementAndGeneralAmt |
| Fundraising | $1,452,014 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,016 | BOYAmt |
| EOY | -$4,203 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,576,191 | BOYAmt |
| EOY | $38,988,562 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,888,022 | BOYAmt |
| EOY | $9,192,782 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507,153 | BOYAmt |
| EOY | $555,783 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,855,469 | BOYAmt |
| EOY | $1,947,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $216,140,950 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $87,266,187 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,703,723 | BOYAmt |
| EOY | $128,874,763 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,723,973 | BOYAmt |
| EOY | $8,870,442 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,667,421 | BOYAmt |
| EOY | $57,735,718 | 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 | $738,868 | BOYAmt |
| EOY | $946,667 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,882 | BOYAmt |
| EOY | $729,074 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,399,718 | BOYAmt |
| EOY | $247,836,604 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,063,337 | BOYAmt |
| EOY | $10,555,562 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,699,271 | BOYAmt |
| EOY | $9,314,544 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,834,837 | BOYAmt |
| EOY | $44,571,734 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,432,726 | BOYAmt |
| EOY | $2,445,818 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,030,171 | BOYAmt |
| EOY | $66,887,658 | 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 | $53,760,474 | BOYAmt |
| EOY | $51,210,140 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,151,587 | BOYAmt |
| EOY | $89,656,233 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,457,486 | BOYAmt |
| EOY | $40,082,573 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,369,547 | BOYAmt |
| EOY | $180,948,946 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,399,718 | BOYAmt |
| EOY | $247,836,604 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,442,520 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $286,936 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$265,017 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $729,074 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,457,486 | BeginningYearBalanceAmt |
| Contributions | $758,535 | ContributionsAmt |
| Investment Earnings Or Losses | $1,800,946 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,731,280 | OtherExpendituresAmt |
| Administrative Expenses | $203,113 | AdministrativeExpensesAmt |
| End Year Balance | $40,082,573 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,640,489 | BeginningYearBalanceAmt |
| Contributions | $371,764 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,656,940 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,726,510 | OtherExpendituresAmt |
| Administrative Expenses | $171,317 | AdministrativeExpensesAmt |
| End Year Balance | $39,457,486 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,647,456 | BeginningYearBalanceAmt |
| Contributions | $1,952,654 | ContributionsAmt |
| Investment Earnings Or Losses | $3,777,090 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,540,800 | OtherExpendituresAmt |
| Administrative Expenses | $195,911 | AdministrativeExpensesAmt |
| End Year Balance | $46,640,489 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,143,941 | BeginningYearBalanceAmt |
| Contributions | $2,411,976 | ContributionsAmt |
| Investment Earnings Or Losses | $12,588,414 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,348,788 | OtherExpendituresAmt |
| Administrative Expenses | $148,087 | AdministrativeExpensesAmt |
| End Year Balance | $42,647,456 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,728,770 | BeginningYearBalanceAmt |
| Contributions | $2,565,524 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,887,382 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,115,639 | OtherExpendituresAmt |
| Administrative Expenses | $147,332 | AdministrativeExpensesAmt |
| End Year Balance | $29,143,941 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,153,350 | OtherCostOrOtherBasisAmt |
| Book Value | $10,153,350 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $177,895,777 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,119,817 | DepreciationAmt |
| Book Value | $105,775,960 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,449,521 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,266,040 | DepreciationAmt |
| Book Value | $8,183,481 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,642,302 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,880,330 | DepreciationAmt |
| Book Value | $4,761,972 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $128,874,763 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED FUNDS | Desc |
| Book Value | $57,735,718 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $57,735,718 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETIREMENT BENEFITS | Desc |
| Amt | $2,445,818 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,445,818 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $130,838,445 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $286,936 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $286,936 | RevenueNotReportedAmt |
| Revenue Subtotal | $130,551,509 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$666,591 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$666,591 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $129,884,918 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $133,994,029 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $133,994,029 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$666,591 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$666,591 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $133,327,438 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | COLLECTIONS OF ART AND HISTORICAL TREASURES EXEMPT PURPOSE 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 IN THE GALLERY AND 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. PART V, LINE 1C: FOREIGN TRANSLATION ADJUSTMENTS FOREIGN TRANSLATION ADJUSTMENTS HAVE BEEN INCLUDED IN LINE 1C. |
| PART V, LINE 4: | INTENDED USES OF ENDOWMENT FUND 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. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD INCLUDED IN REVENUE ON 990 -650,625. FUNDRAISING EXPENSES -15,966. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD INCLUDED IN REVENUE ON 990 -650,625. FUNDRAISING EXPENSES -15,966. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | 0 | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | 0 | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | 0 | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | SEE SUPPLEMENTAL PAGE |
| SCHEDULE E, PART I, LINE 4 | SEE SUPPLEMENTAL PAGE |
| SCHEDULE E, PART 1, LINE 3: | PUBLICATION ON RACIALLY NONDISCRIMINATORY POLICY 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 X, INSTAGRAM AND 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 THE UNIVERSITY'S WEBSITE. BY SHOWCASING OUR STUDENTS, FACULTY, STAFF AND ALUMNI ON OUR UNIVERSITY WEBSITE, WE MAKE A STRONG STATEMENT ABOUT RACIAL DIVERSITY. |
| SCHEDULE E, PART 1, LINE 4A: | RECORDS ON RACIAL COMPOSITION SMU DOES NOT REQUIRE DISCLOSURE OF RACIAL IDENTITY BY ITS APPLICANTS, STUDENT BODY, FACULTY OR ADMINISTRATION. SMU COLLECTS INFORMATION ON RACIAL IDENTITY ON A VOLUNTARY BASIS FOR PURPOSES OF ASSESSING DIVERSITY. INDIVIDUALS MAY CHOOSE TO DISCLOSE THIS INFORMATION. |
| SCHEDULE E, PART 1, LINE 4B: | RECORDS ON SCHOLARSHIPS AWARDED ON RACIALLY NONDISCRIMINATORY BASIS SCHOLARSHIPS AND FINANCIAL ASSISTANCE ARE RENDERED BASED ON NEED AND ACADEMIC STANDING. |
| SCHEDULE E, PART 1, LINE 6A: | FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY GRANTS ARE PROVIDED FROM FEDERAL AND PROVINCIAL GOVERNMENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 1 | 3055 | GRANTMAKING | FINANCIAL AID | $11,754,418 |
| NORTH AMERICA | 1 | 3055 | PROGRAM SERVICES | EDUCATION | $97,817,458 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | EDUCATION | $22,206 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | EDUCATION | $326,848 |
| NORTH AMERICA | 1 | 3055 | MANAGEMENT AND ADMINISTRATION | MANAGEMENT AND ADMINISTRATION | $20,879,145 |
| NORTH AMERICA | 1 | 3055 | FUNDRAISING | $1,452,014 | |
| NORTH AMERICA | 1 | 3055 | INVESTMENTS | $105,594,722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 3055 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 3055 | TotalEmployeeCnt |
| Subtotal Spent | $237,846,811 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $237,846,811 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (9 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SPONSORSHIP | $5,511 | CHEQUE/EFT | $0 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SPONSORSHIP | $12,593 | CHEQUE/EFT | $0 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SPONSORSHIP | $5,926 | CHEQUE/EFT | $0 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SPONSORSHIP | $38,870 | CHEQUE/EFT | $0 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SPONSORSHIP | $6,713 | CHEQUE/EFT | $0 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | RESEARCH | $5,037 | CHEQUE/EFT | $0 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SPONSORSHIP | $37,188 | CHEQUE/EFT | $0 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SPONSORSHIP | $5,970 | CHEQUE/EFT | $0 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SPONSORSHIP | $15,551 | CHEQUE/EFT | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 9 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIPS & BURSARIES | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 2606 | $11,135,788 | OTHER |
| RESEARCH | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 1 | $7,407 | CHECK/EFT |
| SPONSORSHIP | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 2 | $22,222 | CHECK/EFT |
| FINANCIAL AID | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 1 | $8,172 | OTHER |
| TUITION WAIVERS | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 26 | $419,612 | OTHER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 2 | PROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE U.S. SMU'S MISSION STATEMENT REFERS TO "BUILDING ON A STRONG TRADITION OF ACCESSIBLITY". 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. |
| SCHEDULE F, PART III | TUITION WAIVERS WERE LISTED ALL TOGETHER AS THE DETAIL BY FOREIGN REGION IS NOT READILY AVAILABLE TO THE ORGANIZATION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS AND BURSARIES | 25 | $182,582 |
| FINANCIAL AID | 1 | $8,173 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. 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) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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 SUMMERBY-MURRAY | ||||||||||||||
| PRESIDENT AND VICE-CHANCELLOR | $265,886 | $0 | $0 | $0 | $0 | $0 | $35,601 | $0 | $16,592 | $0 | $318,079 | $0 | $0 | $0 |
| DR MARY INGRAHAM | ||||||||||||||
| DEAN OF ARTS | $165,649 | $0 | $0 | $0 | $0 | $0 | $51,679 | $0 | $7,843 | $0 | $225,171 | $0 | $0 | $0 |
| DR PAWAN LINGRAS | ||||||||||||||
| PROFESSOR | $200,880 | $0 | $0 | $0 | $0 | $0 | $10,679 | $0 | $3,787 | $0 | $215,346 | $0 | $0 | $0 |
| MS ERIN SARGEANT GREENWOOD | ||||||||||||||
| VP, ADVANCEMENT | $196,474 | $0 | $0 | $0 | $0 | $0 | $11,589 | $0 | $6,873 | $0 | $214,936 | $0 | $0 | $0 |
| DR ESTHER ENNS | ||||||||||||||
| ASSOC. VP, TEACHING & LEARNING | $193,796 | $0 | $0 | $0 | $0 | $0 | $12,826 | $0 | $2,108 | $0 | $208,730 | $0 | $0 | $0 |
| DR HARJEET BHABRA | ||||||||||||||
| FORMER KEY EMPLOYEE; PROFESSOR | $129,486 | $0 | $0 | $0 | $0 | $0 | $69,522 | $0 | $6,304 | $0 | $205,312 | $0 | $0 | $0 |
| DR MADINE VANDERPLAAT | ||||||||||||||
| VP, ACADEMIC & RES. | $184,465 | $0 | $0 | $0 | $0 | $0 | $12,310 | $0 | $7,986 | $0 | $204,761 | $0 | $0 | $0 |
| MR E KEVIN KELLOWAY | ||||||||||||||
| RESEARCH CHAIR | $185,868 | $0 | $0 | $0 | $0 | $0 | $12,457 | $0 | $4,417 | $0 | $202,742 | $0 | $0 | $0 |
| DR MOHAMMAD RAHAMAN | ||||||||||||||
| PROFESSOR | $183,364 | $0 | $0 | $0 | $0 | $0 | $11,825 | $0 | $4,189 | $0 | $199,378 | $0 | $0 | $0 |
| DR ADAM SARTY | ||||||||||||||
| ASSOC. VP, RESEARCH & DEAN FGSR | $169,411 | $0 | $0 | $0 | $0 | $0 | $22,475 | $0 | $2,898 | $0 | $194,784 | $0 | $0 | $0 |
| DR DAWN JUTLA | ||||||||||||||
| PROFESSOR | $168,664 | $0 | $0 | $0 | $0 | $0 | $12,753 | $0 | $4,522 | $0 | $185,939 | $0 | $0 | $0 |
| DR TONY CHARLES | ||||||||||||||
| GOVERNOR; PROFESSOR - THRU 9/2023 | $159,328 | $0 | $0 | $0 | $0 | $0 | $11,272 | $0 | $3,997 | $0 | $174,597 | $0 | $0 | $0 |
| MS MICHELLE BENOIT | ||||||||||||||
| VP, FINANCE & ADMIN - THRU 10/2023 | $152,824 | $0 | $0 | $0 | $0 | $0 | $12,052 | $0 | $2,647 | $0 | $167,523 | $0 | $0 | $0 |
| DR MOHAMED DRIRA | ||||||||||||||
| GOVERNOR; PROFESSOR | $144,956 | $0 | $0 | $0 | $0 | $0 | $11,329 | $0 | $4,018 | $0 | $160,303 | $0 | $0 | $0 |
| DR MARGARET MACDONALD | ||||||||||||||
| FORMER KEY EMPLOYEE; PROFESSOR | $143,158 | $0 | $0 | $0 | $0 | $0 | $11,272 | $0 | $3,997 | $0 | $158,427 | $0 | $0 | $0 |
| MR TODD WILLIAMS | ||||||||||||||
| VP, FINANCE & ADMIN - AS OF 10/2023 | $142,757 | $0 | $0 | $0 | $0 | $0 | $11,421 | $0 | $2,962 | $0 | $157,140 | $0 | $0 | $0 |
| DR STEVEN SMITH | ||||||||||||||
| FORMER KEY EMPLOYEE; PROFESSOR | $140,688 | $0 | $0 | $0 | $0 | $0 | $11,112 | $0 | $3,941 | $0 | $155,741 | $0 | $0 | $0 |
| DR MALCOM BUTLER | ||||||||||||||
| FORMER OFFICER; PROFESSOR | $131,855 | $0 | $0 | $0 | $0 | $0 | $12,299 | $0 | $3,221 | $0 | $147,375 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I LINE 1 A | FIRST-CLASS OR CHARTER TRAVEL FIRST-CLASS TRAVEL IS PROVIDED FOR CERTAIN SENIOR EXECUTIVE(S) AS PER EMPLOYMENT AGREEMENTS FOR LONG-DISTANCE TRAVEL UNDER CERTAIN CIRCUMSTANCES. |
| SCHEDULE J, PART I LINE 1A | TRAVEL FOR COMPANIONS TRAVEL FOR COMPANIONS IS PROVIDED FOR CERTAIN SENIOR EXECUTIVE(S) AS PER EMPLOYMENT AGREEMENTS FOR BUSINESS RELATED EVENTS (E.G. DONOR RELATIONS AND FUNDRAISING ACTIVITIES) WHERE A SPOUSE OR COMPANION IS REQUIRED DUE TO THE UNIVERSITY'S ROLE. |
| SCHEDULE J, PART II, COLUMN C | VESTED ADMINISTRATIVE LEAVES CERTAIN EMPLOYEES ARE ELIGIBLE PER THEIR EMPLOYMENT CONTRACTS TO VESTED ADMINISTRATIVE LEAVES. THIS FUTURE EMPLOYEE BENEFIT IS ACCRUED EACH YEAR AND REPORTED IN COLUMN C. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,860,863 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 | $27,295 | FMV |
| Yes (X) | INSURANCE | 5 | $6,285 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | METHOD USED SMU USES THE NUMBER OF CONTRIBUTIONS AS THE METHOD FOR DETERMINING THE AMOUNT IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 6 | CONTRIBUTION SOLICITATIONS SMU IS A FOREIGN UNIVERSITY AND SOLICITS FINANCIAL SUPPORT FROM ITS WORLDWIDE ALUMNI, LARGELY IN CANADA BUT DOES INCLUDE SOLICITATIONS TO U.S. PERSONS AND U.S. ENTITIES. SMU OBTAINED U.S. TAX EXEMPT STATUS AS A FOREIGN 501(C)(3) EDUCATIONAL INSTITUTION. SMU RELIES ON THE FINANCIAL SUPPORT IT RECEIVES FROM ALUMNI AND ORGANIZATIONS TO ACHIEVE ITS MISSION OF OFFERING EDUCATION PROGRAMS, ENGAGE IN RESEARCH AND SERVE THE COMMUNITY. DUE TO SMU'S STATUS AS A FOREIGN 501(C)(3), U.S. PERSONS AND U.S. ENTITIES ARE NOTIFIED THAT THEIR DONATIONS TO SMU MAY NOT BE DEDUCTIBLE FOR U.S. TAX PURPOSES. |
| FORM 990, PART VI, SECTION A, LINE 1A | EXECUTIVE COMMITTEE THE EXECUTIVE COMMITTEE CAN ACT IN THE ABSENCE OF THE BOARD IF NECESSARY. THIS IS NOT TYPICALLY REQUIRED. |
| FORM 990, PART VI, SECTION A, LINE 7A | OTHER PERSONS WITH THE POWER TO ELECT OR APPOINT THE BOARD SEVERAL ORGANIZATIONS HAVE THE RIGHT TO APPOINT MEMBERS OF THE BOARD OF GOVERNORS: SMU STUDENT ASSOCIATION (4), SMU FACULTY UNION (6), NOVA SCOTIA PROVINCIAL GOVERNMENT (2), SMU ALUMNI ASSOCIATION (6), AND ROMAN CATHOLIC EPISCOPAL CORP (3). |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS THE FORM 990 IS REVIEWED BY THE SENIOR DIRECTOR OF FINANCIAL SERVICES AND THE VP, FINANCE & ADMINISTRATION (OR INTERIM INDIVIDUALS ACTING IN THOSE SPECIFIC ROLES FROM TIME TO TIME) AND DISTRIBUTED TO THE EXECUTIVE SECRETARY TO FACILITATE REVIEW WITH THE EXECUTIVE MANAGEMENT GROUP. THIS IS CONDUCTED BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY 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. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION INDEPENDENT ANALYSIS AND RESEARCH FOR APPROPRIATE COMPENSATION IS DONE BY A SEARCH FIRM. SUBSEQUENT APPROVAL IS GIVEN BY THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE POSTED ON SMU'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | FOREIGN TRANSLATION ADJUSTMENT -1,340,364. GAIN/(LOSS) ON INTEREST RATE SWAP 1,075,347. |
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