Simon Fraser University

Organization Overview

Simon Fraser University, operating under the name Sfu, is located in null. The organization was established in 2009. According to its NTEE Classification (B43) the organization is classified as: Universities, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.

For the year ending 03/2020, Sfu generated $571.2m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 1.7% each year. All expenses for the organization totaled $542.1m during the year ending 03/2020. While expenses have increased by 1.7% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2020

Describe the Organization's Mission:

Part 3 - Line 1

SFU'S MISSION IS TO ADVANCE KNOWLEDGE THROUGH TEACHING, RESEARCH, AND ENGAGEMENT WITH THE COMMUNITY. WE ARE AN OPEN, INCLUSIVE UNIVERSITY WHOSE FOUNDATION IS INTELLECTUAL AND ACADEMIC FREEDOM. OUR SCHOLARSHIP UNITES TEACHING AND RESEARCH: WE CELEBRATE DISCOVERY, DIVERSITY & DIALOGUE. THE FOLLOWING ANSWERS ON THIS FORM 990 ARE INCORRECT DUE TO THE WAY THE SOFTWARE WAS SETUP: (1) PART 1, #6 SHOULD BE "N/A". (2) PART IV, CHECKLIST: #2 SHOULD BE "NO"- SCH B NOT REQUIRED; #30 SHOULD BE "YES"; #36 SHOULD BE "NO". (3) PART VII, SECTION A, #2 SHOULD BE 460 INSTEAD OF 15 INDIVIDUALS. (4) SCHEDULE B SHOULD BE REMOVED; NOT REQUIRED TO COMPLETE. (5) SCHEDULE F, PART II, #2 & #3 SHOULD BE BLANKS. (6) SCHEDULE F, PART IV, #2 SHOULD BE "YES"- FORM 3520 WAS FILED. (7) SCHEDULE J, PART II SHOULD BE BLANK OUT AS THIS SECTION IS NOT APPLICABLE TO SFU. REFER TO SCHEDULE J, PART III FOR EXPLANATION. (8) SCHEDULE M, PART 1, COLUMN B, THE NUMBERS OF CONTRIBUTORS WERE LISTED ON PART II SUPPLEMENTARY INFO.

Describe the Organization's Program Activity:

Part 3 - Line 4a

DELIVERY OF ACADEMIC COURSES TO STUDENTS ENROLLED IN UNDERGRADUATE, MASTER AND DOCTORATE PROGRAMS AS WELL AS DISTANCE EDUCATION AND NON-CREDIT COURSES OFFERED THROUGH LIFE-LONG LEARNING. NUMBER OF STUDENTS ENROLLED IN OUR FISCAL YEAR APRIL 1, 2019 THROUGH MARCH 31, 2020. 29,500 UNDERGRADUATES; 5,895 GRADUATES; INCLUDING 8,345 INTERNATIONAL STUDENTS IN TOTAL. DEGREES AWARDED IN THE 2019 CALENDAR YEAR: 4,881 BACHELOR; 1,207 MASTER; 195 PHD; 1,125 OTHER GRAD (CERTIFICATES AND DIPLOMAS).


AT SFU RESEARCH MATTERS, IT'S AN ESSENTIAL COMPONENT OF SFU'S MISSION, AND ALSO A MAJOR INSTRUCTIONAL ACTIVITY AS FACULTY WORK CLOSELY WITH GRADUATE AND UNDERGRADUATE STUDENTS IN A WIDE VARIETY OF RESEARCH SETTINGS INCLUDING THE LIBRARY, LABORATORIES, COMPUTER FACILITIES, AND STUDIES. RESEARCH COLLABORATIONS EXTEND FAR BEYOND OUR CAMPUSES TO INCLUDE MANY PROJECTS CONDUCTED JOINTLY WITH BUSINESS AND INDUSTRY, COMMUNITY ORGANIZATIONS AND AGENCIES IN ALL LEVELS OF GOVERNMENT. SFU RESEARCHERS ARE ESTABLISHING OR STRENGTHENING PROGRAMS IN AREAS FACING THE MOST PRESSING SOCIAL DEMAND, INCLUDING INTERNATIONAL STUDIES, URBAN GROWTH MANAGEMENT, PUBLIC POLICY ANALYSIS, AND HEALTH SCIENCES.


OTHER PROGRAM SERVICES INCLUDE SPECIFIC PURPOSE FUNDS: TYPICALLY THESE PROGRAMS ARE FUNDED BY GRANTS AND CONTRACTS FROM EXTERNAL SPONSORS, DONORS, VARIOUS LEVELS OF GOVERNMENT AND ENDOWMENT INVESTMENT INCOME ATTRIBUTED FOR SPENDING. EXPENDITURES INCLUDE SCHOLARSHIPS, BURSARIES, COMMUNITY SERVICES AND OTHER TEACHING PRIORITIES. FUNDS ARE OFTEN DESIGNATED FOR THE ACQUISITION OF BUILDINGS, FURNITURE AND EQUIPMENT, INCLUDING MAJOR RENOVATIONS.


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Financial Statements

Statement of Revenue
Total Revenue from Contributions, Gifts, Grants & Similar$204,770,347
Investment income $23,570,006
Tax Exempt Bond Proceeds $0
Royalties $230,347
Net Rental Income $0
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $571,243,545

Endowment Analysis

Beg. Balance$253,871,850
Earnings$19,327,765
Admin Expense$1,286,838
Net Contributions$5,685,019
Other Expense$5,769,851
Grants$3,433,040
Ending Balance$268,394,905

Peer Organizations

Organization NameAssets
Hebrew University Association Jerusalem Palestine
$791,127,852
Mcmaster University Ontario
$868,664,422
University Of Saskatchewan
$717,162,062
Queens University At Kingston Department Of Financial Services
$760,216,380
Universite De Sherbrooke
$556,596,076
Simon Fraser University
$571,243,545
Dalhousie University
$543,867,000
Carleton University
$509,318,517
University Of Regina
$295,069,990
Brock University
$266,770,231
University Of Ontario Institute Of Technology
$158,240,829
Saint Marys University
$114,916,051

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