Carleton University Retirement Plan S1s 5b6
501(c)(3)
92% goes to programs Strong reserves
Carleton University Retirement Plan S1s 5b6 is a 501(c)(3) organization, registered in 1978, with $289,614,410 in FY2025 revenue. CharityIndex grades it A, and it directs about 92% of spending to programs.
Ottawa Ontario K1s5b6, Canada, 00000 EIN 98-0038349 Since 1978
Revenue (FY2025)
$289.6M
▲ 142.9% vs prior year
Expenses (FY2025)
$78.3M
Net assets
$1.5B
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
A+Program efficiency40% of the rating92% to programs
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Carleton University Retirement Plan S1s 5b6: 92% to programs earns a A+ on this criterion. See the exact thresholds →
B+Financial health25% of the rating231 mo reserves · +73% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Carleton University Retirement Plan S1s 5b6: 231 mo reserves · +73% margin earns a B+ on this criterion. See the exact thresholds →
BGovernance25% of the rating4 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Carleton University Retirement Plan S1s 5b6: 4 of 6 checks met earns a B on this criterion. See the exact thresholds →
ATransparency10% of the rating4 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Carleton University Retirement Plan S1s 5b6: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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Mission
Contributions by employees and employer of carleton university for the purposes of providing retirement benefits; investment earnings on assets held in trust for the retirement plan.
Contact & location
- Address
- Ottawa Ontario K1s5b6, Canada, 00000
- City
- —
- State
- —
- Category
- —
- Subcategory
- —
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $140.7M (FY2020) to $289.6M (FY2025) across 6 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $1.5B
Operating margin
73.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.5B
Total liabilities
$0
Net assets
$1.5B
Salaries & benefits
$821K
1% of expenses
Board members
8
1 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $289,614,410▲143% | $78,303,419▲11.7% | $1,510,231,465▲16.3% | $1,510,231,465▲16.3% | 990 |
| 2024 | $119,228,817▼39.4% | $70,070,269▼0.1% | $1,298,920,474▲3.9% | $1,298,920,474▲3.9% | 990 |
| 2023 | $196,641,999▲254% | $70,135,185▼1.9% | $1,249,761,926▲11.3% | $1,249,761,926▲11.3% | 990 |
| 2022 | -$127,365,051▼159% | $71,472,363▲4.9% | $1,123,255,112▼15.0% | $1,123,255,112▼15.0% | 990 |
| 2021 | $216,036,960▲53.6% | $68,121,176▲10.7% | $1,322,092,526▲12.6% | $1,322,092,526▲12.6% | 990 |
| 2020 | $140,687,416 | $61,530,922 | $1,174,176,742 | $1,174,176,742 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2025)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Andrew Urquhart | Chair | 40 | — |
| Chad Burns | Pension Committee Member | 0.5 | — |
| Duane Mcnair | Pension Committee Member | 0.5 | — |
| James Simpson | Pension Committee Member | 0.5 | — |
| Kevin Mann | Pension Committee Member | 0.5 | — |
| Mohamedou Ould Mohamed Abdel Haye | Pension Committee Member | 0.5 | — |
| Randall Germain | Pension Committee Member | 0.5 | — |
| Susan Mingie | Pension Committee Member | 0.5 | — |
Top vendors & contractors (FY2025)
| Contractor | Services | Paid |
|---|---|---|
| Brandes | Investment Management | $875,901 |
| Phn | Investment Management | $586,727 |
| Mfs Institutional Investors | Investment Management | $579,821 |
| Cc&l | Investment Management | $558,503 |
| State Street Global Advisors | Investment Management | $522,466 |
Frequently asked questions
- Is Carleton University Retirement Plan S1s 5b6 a legitimate nonprofit?
- Yes. Carleton University Retirement Plan S1s 5b6 is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 98-0038349.
- What is Carleton University Retirement Plan S1s 5b6's EIN?
- Carleton University Retirement Plan S1s 5b6's Employer Identification Number (EIN) is 98-0038349.
- How much revenue does Carleton University Retirement Plan S1s 5b6 report?
- Carleton University Retirement Plan S1s 5b6 reported $289,614,410 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- How much of Carleton University Retirement Plan S1s 5b6's spending goes to programs?
- Carleton University Retirement Plan S1s 5b6 spends about 92% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Carleton University Retirement Plan S1s 5b6 have?
- CharityIndex grades Carleton University Retirement Plan S1s 5b6 A, based on program efficiency and fundraising cost.
- How much does Carleton University Retirement Plan S1s 5b6's highest-paid employee make?
- The highest reported compensation on Carleton University Retirement Plan S1s 5b6's latest Form 990 is $0, paid to Andrew Urquhart (Chair).
Explore more
Data for Carleton University Retirement Plan S1s 5b6 (EIN 98-0038349) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.