THE UNIVERSITY OF WESTERN ONTARIO

Address
1393 Western Rd SSB Ste 6100
London, Ontario N6A 3K7
CA
Contact
Website: http://www.uwo.ca
Phone: +1 (519) 661-2111
Nonprofit
NTEE: Q113
EIN: 98-6001623

Mission

Western creates, disseminates and applies knowledge for the benefit of society through excellence in teaching, research and scholarship. Our graduates will be global citizens whose education and leadership will serve the public good.
 20172016201520142013
Basic features of the organization
Year of formation1878
Subsection code03
Form of organization
Other form of orgTrue
Description of other form of orgUniversity
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$2,107,368.00$1,724,092.00$2,577,375.00$2,078,090.00$4,409,653.00
Sum of reportable (W2/1099) compensation$3,830,564.00$3,638,324.00$4,398,028.00$4,260,814.00$3,577,438.00
Number of employees00000
Number of people compensated >$100k13371298124711831135
Number of volunteers425425425425425
Number of highly compensated contractors12411611798 
Personnel
Bansal, Pratima
TitleProfessor    
Name of key/compensated personDr Pratima Bansal    
Position of compensated person
Highest compensated employees (>$100k)True    
Average hours per week working for org40    
Reportable compensation from org$335,284.00    
Breakdown of reportable comp
Base reportable compensation from org$335,181.00    
Bonus and incentive reportable compensation$0.00    
Other reportable compensation from org$103.00    
Retirement and other deferred compensation$0.00    
Nontaxable benefits from org$0.00    
Compensation from org previously reported as deferred$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Sum of all compensation from org$335,284.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Beamish, Paul
TitleProfessor Professor  
Name of key/compensated personDr Paul Beamish Dr Paul Beamish  
Position of compensated person
Highest compensated employees (>$100k)True True  
Average hours per week working for org40 40  
Reportable compensation from org$340,183.00 $341,905.00  
Breakdown of reportable comp
Base reportable compensation from org$340,080.00 $341,810.00  
Bonus and incentive reportable compensation$0.00 $0.00  
Other reportable compensation from org$103.00 $95.00  
Retirement and other deferred compensation$0.00 $0.00  
Nontaxable benefits from org$0.00 $0.00  
Compensation from org previously reported as deferred$0.00 $0.00  
Other comp, non-reportable, from org and related orgs$0.00 $0.00  
Sum of all compensation from org$340,183.00 $341,905.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00 $0.00  
Birrell, Irene
TitleUniversity SecretaryUniversity SecretaryUniversity SecretaryUniversity SecretaryUniversity Secretary
Name of key/compensated personMs Irene BirrellMs Irene BirrellMs Irene BirrellMs Irene BirrellMs Irene Birrell
Position of compensated person
Average hours per week working for org3535353535
Reportable compensation from org$185,503.00$175,842.00$159,420.00$144,753.00$148,395.00
Breakdown of reportable comp
Base reportable compensation from org$185,400.00$175,750.00$159,325.00$144,653.00$148,300.00
Bonus and incentive reportable compensation$0.00$0.00$0.00$0.00$0.00
Other reportable compensation from org$103.00$92.00$95.00$100.00$95.00
Retirement and other deferred compensation$0.00$0.00$0.00$10,849.00$11,123.00
Nontaxable benefits from org$0.00$0.00$0.00$11,218.00$29,565.00
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$22,067.00$40,688.00
Sum of all compensation from org$185,503.00$175,842.00$159,420.00$166,820.00$189,083.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Busaba, Walid
Title    Professor
Name of key/compensated person    Dr Walid Busaba
Position of compensated person
Highest compensated employees (>$100k)    True
Average hours per week working for org    40
Reportable compensation from org    $295,768.00
Breakdown of reportable comp
Base reportable compensation from org    $295,673.00
Bonus and incentive reportable compensation    $0.00
Other reportable compensation from org    $95.00
Retirement and other deferred compensation    $25,132.00
Nontaxable benefits from org    $56,083.00
Compensation from org previously reported as deferred    $0.00
Other comp, non-reportable, from org and related orgs    $81,215.00
Sum of all compensation from org    $376,983.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Capone, John
TitleVP ResearchVP ResearchVP ResearchVP ResearchVP Research
Name of key/compensated personDr John CaponeDr John CaponeDr John CaponeDr John CaponeDr John Capone
Position of compensated person
Average hours per week working for org4040404040
Reportable compensation from org$291,603.00$291,592.00$288,945.00$280,100.00$265,000.00
Breakdown of reportable comp
Base reportable compensation from org$265,000.00$265,000.00$288,850.00$265,000.00$265,000.00
Bonus and incentive reportable compensation$26,500.00$26,500.00$0.00$15,000.00$0.00
Other reportable compensation from org$103.00$92.00$95.00$100.00$0.00
Retirement and other deferred compensation$0.00$0.00$0.00$21,200.00$22,525.00
Nontaxable benefits from org$0.00$0.00$0.00$20,551.00$50,350.00
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$41,751.00$72,875.00
Sum of all compensation from org$291,603.00$291,592.00$288,945.00$321,851.00$337,875.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Chakma, Amit
TitlePresident & Vice ChancellorPresident & Vice ChancellorPresident & Vice ChancellorPresident & Vice ChancellorPresident & Vice Chancellor
Name of key/compensated personDr Amit ChakmaDr Amit ChakmaDr Amit ChakmaDr Amit ChakmaDr Amit Chakma
Position of compensated person
Average hours per week working for org4040404040
Reportable compensation from org$486,988.00$98,384.00$967,245.00$521,067.00$481,123.00
Breakdown of reportable comp
Base reportable compensation from org$403,954.00$35,835.00$440,000.00$440,000.00$440,000.00
Bonus and incentive reportable compensation$37,400.00$17,600.00$44,000.00$39,600.00$0.00
Other reportable compensation from org$45,634.00$44,949.00$483,245.00$41,467.00$41,123.00
Retirement and other deferred compensation$0.00$0.00$0.00$37,400.00$37,400.00
Nontaxable benefits from org$0.00$0.00$0.00$34,122.00$42,477.00
Compensation from org previously reported as deferred $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$71,522.00$79,877.00
Sum of all compensation from org$486,988.00$98,384.00$967,245.00$592,589.00$561,000.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Cole, Kelly
TitleVP ExternalVP ExternalVP ExternalVP External 
Name of key/compensated personMs Kelly ColeMs Kelly ColeMs Kelly ColeMs Kelly Cole 
Position of compensated person
Average hours per week working for org35353535 
Reportable compensation from org$332,303.00$331,292.00$303,295.00$197,967.00 
Breakdown of reportable comp
Base reportable compensation from org$280,000.00$280,000.00$280,000.00$183,777.00 
Bonus and incentive reportable compensation$45,000.00$44,000.00$16,000.00$0.00 
Other reportable compensation from org$7,303.00$7,292.00$7,295.00$14,190.00 
Retirement and other deferred compensation$0.00$0.00$0.00$13,783.00 
Nontaxable benefits from org$0.00$0.00$0.00$14,252.00 
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$28,035.00 
Sum of all compensation from org$332,303.00$331,292.00$303,295.00$226,002.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Deakin, Janice
TitleProvost & VP AcademicProvost & VP AcademicProvost & VP AcademicProvost & VP AcademicProvost & VP Academic
Name of key/compensated personDr Janice DeakinDr Janice DeakinDr Janice DeakinDr Janice DeakinDr Janice Deakin
Position of compensated person
Average hours per week working for org4040404040
Reportable compensation from org$375,503.00$375,492.00$375,495.00$375,500.00$378,195.00
Breakdown of reportable comp
Base reportable compensation from org$343,000.00$343,000.00$343,000.00$343,000.00$343,000.00
Bonus and incentive reportable compensation$0.00$0.00$0.00$0.00$0.00
Other reportable compensation from org$32,503.00$32,492.00$32,495.00$32,500.00$35,195.00
Retirement and other deferred compensation$0.00$0.00$0.00$29,155.00$29,155.00
Nontaxable benefits from org$0.00$0.00$0.00$26,600.00$29,975.00
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$55,755.00$59,130.00
Sum of all compensation from org$375,503.00$375,492.00$375,495.00$431,255.00$437,325.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Goldthorp, Kevin
Title    VP External
Name of key/compensated person    Mr Kevin Goldthorp
Position of compensated person
Average hours per week working for org    40
Reportable compensation from org    $312,095.00
Breakdown of reportable comp
Base reportable compensation from org    $300,000.00
Bonus and incentive reportable compensation    $0.00
Other reportable compensation from org    $12,095.00
Retirement and other deferred compensation    $24,000.00
Nontaxable benefits from org    $46,405.00
Compensation from org previously reported as deferred    $0.00
Other comp, non-reportable, from org and related orgs    $70,405.00
Sum of all compensation from org    $382,500.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Hegele, Robert
TitleProfessor/Medical Doctor Professor/Medical DoctorProfessorProfessor
Name of key/compensated personDr Robert Hegele Dr Robert HegeleDr Robert HegeleDr Robert Hegele
Position of compensated person
Highest compensated employees (>$100k)True TrueTrueTrue
Average hours per week working for org40 404040
Reportable compensation from org$321,997.00 $343,332.00$319,414.00$319,414.00
Breakdown of reportable comp
Base reportable compensation from org$321,997.00 $343,332.00$319,414.00$319,414.00
Bonus and incentive reportable compensation$0.00 $0.00$0.00$0.00
Other reportable compensation from org$0.00 $0.00$0.00$0.00
Retirement and other deferred compensation$0.00 $0.00$27,150.00$27,150.00
Nontaxable benefits from org$0.00 $0.00$24,771.00$60,689.00
Compensation from org previously reported as deferred$0.00 $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00 $0.00$51,921.00$87,839.00
Sum of all compensation from org$321,997.00 $343,332.00$371,335.00$407,253.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00 $0.00$0.00$0.00
Hewitt, Warren
Title   Former - VP Research 
Name of key/compensated person   Dr Warren Hewitt 
Position of compensated person
Average hours per week working for org   40 
Reportable compensation from org   $265,100.00 
Breakdown of reportable comp
Base reportable compensation from org   $265,000.00 
Bonus and incentive reportable compensation   $0.00 
Other reportable compensation from org   $100.00 
Retirement and other deferred compensation   $22,525.00 
Nontaxable benefits from org   $20,551.00 
Compensation from org previously reported as deferred   $0.00 
Other comp, non-reportable, from org and related orgs   $43,076.00 
Sum of all compensation from org   $308,176.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Kennedy, Robert
TitleDean/ProfessorDean/ProfessorDean/Professor  
Name of key/compensated personDr Robert KennedyDr Robert KennedyDr Robert Kennedy  
Position of compensated person
Highest compensated employees (>$100k)TrueTrueTrue  
Average hours per week working for org404040  
Reportable compensation from org$440,103.00$445,092.00$441,595.00  
Breakdown of reportable comp
Base reportable compensation from org$430,000.00$430,000.00$430,000.00  
Bonus and incentive reportable compensation$10,000.00$15,000.00$11,500.00  
Other reportable compensation from org$103.00$92.00$95.00  
Retirement and other deferred compensation$0.00$0.00$0.00  
Nontaxable benefits from org$0.00$0.00$0.00  
Compensation from org previously reported as deferred$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Sum of all compensation from org$440,103.00$445,092.00$441,595.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Kim, Richard
Title Professor/Medical DoctorProfessor/Medical DoctorChair/Chief - Div of Clinical PharmacologyChair - Dept of Clinical Pharmacology
Name of key/compensated person Dr Richard KimDr Richard KimDr Richard KimDr Richard Kim
Position of compensated person
Highest compensated employees (>$100k) TrueTrueTrueTrue
Average hours per week working for org 40404040
Reportable compensation from org $414,940.00$419,940.00$399,671.00$343,257.00
Breakdown of reportable comp
Base reportable compensation from org $414,940.00$419,940.00$399,671.00$343,257.00
Bonus and incentive reportable compensation $0.00$0.00$0.00$0.00
Other reportable compensation from org $0.00$0.00$0.00$0.00
Retirement and other deferred compensation $0.00$0.00$33,972.00$29,177.00
Nontaxable benefits from org $0.00$0.00$30,995.00$65,219.00
Compensation from org previously reported as deferred $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$64,967.00$94,396.00
Sum of all compensation from org $414,940.00$419,940.00$464,638.00$437,653.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Kulczycki, Gitta
TitleVP Resources & OperationsVP Resources & OperationsVP Resources & OperationsVP Resources & OperationsVP Resources & Operations
Name of key/compensated personMs Gitta KulczyckiMs Gitta KulczyckiMs Gitta KulczyckiMs Gitta KulczyckiMs Gitta Kulczycki
Position of compensated person
Average hours per week working for org3535353535
Reportable compensation from org$245,535.00$294,632.00$294,635.00$294,640.00$294,635.00
Breakdown of reportable comp
Base reportable compensation from org$245,450.00$294,540.00$294,540.00$294,540.00$294,540.00
Bonus and incentive reportable compensation$0.00$0.00$0.00$0.00$0.00
Other reportable compensation from org$85.00$92.00$95.00$100.00$95.00
Retirement and other deferred compensation$0.00$0.00$0.00$22,091.00$22,091.00
Nontaxable benefits from org$0.00$0.00$0.00$22,842.00$58,813.00
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$44,933.00$80,904.00
Sum of all compensation from org$245,535.00$294,632.00$294,635.00$339,573.00$375,539.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Longstaffe, Fred
Title   Former - Provost & VP Academic 
Name of key/compensated person   Dr Fred Longstaffe 
Position of compensated person
Average hours per week working for org   40 
Reportable compensation from org   $281,600.00 
Breakdown of reportable comp
Base reportable compensation from org   $281,500.00 
Bonus and incentive reportable compensation   $0.00 
Other reportable compensation from org   $100.00 
Retirement and other deferred compensation   $23,928.00 
Nontaxable benefits from org   $21,830.00 
Compensation from org previously reported as deferred   $0.00 
Other comp, non-reportable, from org and related orgs   $45,758.00 
Sum of all compensation from org   $327,358.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Scott, Iain
Title   Dean - Faculty of LawDean - Faculty of Law
Name of key/compensated person   Dr Iain ScottDr Iain Scott
Position of compensated person
Highest compensated employees (>$100k)   TrueTrue
Average hours per week working for org   4040
Reportable compensation from org   $340,100.00$330,095.00
Breakdown of reportable comp
Base reportable compensation from org   $310,000.00$300,000.00
Bonus and incentive reportable compensation   $0.00$0.00
Other reportable compensation from org   $30,100.00$30,095.00
Retirement and other deferred compensation   $26,350.00$25,500.00
Nontaxable benefits from org   $24,041.00$26,905.00
Compensation from org previously reported as deferred   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $50,391.00$52,405.00
Sum of all compensation from org   $390,491.00$382,500.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Scott, W
Title Dean   
Name of key/compensated person Mr W Iain Scott   
Position of compensated person
Highest compensated employees (>$100k) True   
Average hours per week working for org 40   
Reportable compensation from org $345,092.00   
Breakdown of reportable comp
Base reportable compensation from org $300,000.00   
Bonus and incentive reportable compensation $15,000.00   
Other reportable compensation from org $30,092.00   
Retirement and other deferred compensation $0.00   
Nontaxable benefits from org $0.00   
Compensation from org previously reported as deferred $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Sum of all compensation from org $345,092.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Solomon, Robert
Title Professor   
Name of key/compensated person Mr Robert Solomon   
Position of compensated person
Highest compensated employees (>$100k) True   
Average hours per week working for org 40   
Reportable compensation from org $378,748.00   
Breakdown of reportable comp
Base reportable compensation from org $378,720.00   
Bonus and incentive reportable compensation $0.00   
Other reportable compensation from org $28.00   
Retirement and other deferred compensation $0.00   
Nontaxable benefits from org $0.00   
Compensation from org previously reported as deferred $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Sum of all compensation from org $378,748.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Stephenson, Carol
Title   ProfessorDean - Richard Ivey School of Business
Name of key/compensated person   Ms Carol StephensonMs Carol Stephenson
Position of compensated person
Highest compensated employees (>$100k)   TrueTrue
Average hours per week working for org   4040
Reportable compensation from org   $375,343.00$409,461.00
Breakdown of reportable comp
Base reportable compensation from org   $375,252.00$409,366.00
Bonus and incentive reportable compensation   $0.00$0.00
Other reportable compensation from org   $91.00$95.00
Retirement and other deferred compensation   $31,896.00$34,796.00
Nontaxable benefits from org   $29,101.00$77,685.00
Compensation from org previously reported as deferred   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $60,997.00$112,481.00
Sum of all compensation from org   $436,340.00$521,942.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Strong, Michael
TitleDean/Professor/Medical DoctorDean/Professor/Medical DoctorDean/Professor/Medical DoctorDean Schulich School of Medicine Dentistry 
Name of key/compensated personDr Michael StrongDr Michael StrongDr Michael StrongDr Michael Strong 
Position of compensated person
Highest compensated employees (>$100k)TrueTrueTrueTrue 
Average hours per week working for org40404040 
Reportable compensation from org$475,562.00$487,218.00$462,221.00$465,559.00 
Breakdown of reportable comp
Base reportable compensation from org$465,459.00$477,126.00$452,126.00$465,459.00 
Bonus and incentive reportable compensation$10,000.00$10,000.00$10,000.00$0.00 
Other reportable compensation from org$103.00$92.00$95.00$100.00 
Retirement and other deferred compensation$0.00$0.00$0.00$39,564.00 
Nontaxable benefits from org$0.00$0.00$0.00$36,096.00 
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$75,660.00 
Sum of all compensation from org$475,562.00$487,218.00$462,221.00$541,219.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Purpose: mission, activities, & accomplishments
Mission or significant activitiesPost-secondary education and research.Post-secondary education and research.Post-secondary education and research.Post-secondary education and research.Post-secondary education and research.
Program service expenses, total$732,148,860.00$702,821,860.00$688,607,529.00$700,874,963.00$670,317,555.00
Programs, including revenue & expenses
The advancement of learning through teaching and research.
Program expenses$732,148,860.00$702,821,860.00$688,607,529.00$700,874,963.00$670,317,555.00
Program revenue$683,631,415.00$554,381,373.00$581,145,857.00$549,704,070.00$313,174,952.00
Program descriptionThe advancement of learning through teaching and research.The advancement of learning through teaching and research.The advancement of learning through teaching and research.The advancement of learning through teaching and research.The advancement of learning through teaching and research.
Financial data
Revenue
Total revenue$1,185,399,877.00$1,055,833,264.00$1,071,701,866.00$1,080,572,064.00$1,012,762,895.00
Revenue from contributions (total)$501,768,462.00$501,451,891.00$490,556,009.00$530,867,994.00$520,254,657.00
Revenue from noncash contributions$2,544,025.00$1,769,171.00$2,305,010.00$1,618,868.00$352,463.00
Investment income, current yr$122,381,044.00$27,303,608.00$80,589,793.00$83,536,460.00$56,552,227.00
Total revenue from grants, etc., current yr$501,768,462.00$501,451,891.00$490,556,009.00$530,867,994.00$520,254,657.00
Total unrelated business revenue    $0.00
Other revenue, current yr$145,974,891.00$141,101,060.00$138,331,880.00$127,888,215.00$122,781,059.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$415,275,480.00$385,976,705.00$362,224,184.00$338,279,395.00$313,174,952.00
Sources of contributions
Revenue from federated campaigns$0.00$0.00$0.00$0.00$0.00
Contributions revenue from membership dues$0.00$0.00$0.00$0.00$0.00
Revenue from fundraising events$0.00$0.00$0.00$0.00$0.00
Contributions from related organizations$239,257.00$333,168.00$326,403.00$6,900,549.00$7,315,080.00
Revenue from gov't grants$465,825,590.00$464,067,765.00$455,419,668.00$491,799,465.00$478,263,094.00
Revenue from all other contributions$35,703,615.00$37,050,958.00$34,809,938.00$32,167,980.00$34,676,483.00
Other types of revenue
Royalties (total)$0.00$0.00$0.00$0.00$0.00
Miscellaneous revenue (total)$20,227,147.00$19,975,228.00$22,650,864.00$18,720,720.00$17,379,750.00
Net revenue from gaming (total)  $0.00 $0.00
Investment income$122,381,044.00$27,303,608.00$80,589,793.00$83,536,460.00$56,552,227.00
Net rental income  $0.00$0.00$0.00
Net income from fundraising events  $0.00 $0.00
Net inventory sales (total)$125,747,744.00$121,125,832.00$115,681,016.00$109,167,495.00$105,401,309.00
Expense categories (totals)
Total functional expenses: sum of all$1,046,552,383.00$1,012,583,186.00$995,289,844.00$985,849,315.00$939,928,683.00
Total functional expenses: program service $732,148,860.00$702,821,860.00$688,607,529.00$700,874,963.00$670,317,555.00
Total functional expenses: management and general$301,787,635.00$297,109,362.00$294,570,898.00$273,542,411.00$259,657,451.00
Total functional expenses: fundraising$12,615,888.00$12,651,964.00$12,111,417.00$11,431,941.00$9,953,677.00
Fees for services
Lobbying fees (total)  $0.00$0.00$0.00
Legal fees (total)$1,984,781.00$2,099,497.00$1,943,209.00$1,810,768.00$1,609,451.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)  $0.00$0.00$0.00
Investment management fees (total)$7,379,426.00$5,640,714.00$5,190,044.00$4,320,109.00$3,078,792.00
Assets and liabilities
Total assets$3,004,657,676.00$2,739,390,773.00$2,682,972,199.00$2,507,693,558.00$2,149,224,567.00
Total assets, beginning of year$2,739,390,773.00$2,682,972,199.00$2,507,693,558.00$2,149,224,567.00$1,724,366,694.00
Total liabilities$1,555,236,529.00$1,577,831,430.00$1,538,723,213.00$1,433,107,600.00$1,419,860,217.00
Total liabilities, beginning of year$1,577,831,430.00$1,538,723,213.00$1,433,107,600.00$1,419,860,217.00$1,230,814,377.00
Pledges & accounts receivable, net  $0.00$0.00$0.00
Loans & receivables from key persons  $0.00$0.00$0.00
Unrestricted net assets, end of yr-$392,942,737.00-$461,231,781.00-$431,738,058.00-$334,495,761.00-$307,876,319.00
Temporarily restricted net assets$1,164,181,985.00$1,044,524,907.00$993,200,481.00$902,273,740.00$789,109,928.00
Permanently restricted net assets, end of yr$678,181,899.00$578,266,217.00$582,786,563.00$506,807,979.00$248,130,741.00
Net assets$1,449,421,147.00$1,161,559,343.00$1,144,248,986.00$1,074,585,958.00$729,364,350.00
Net assets, beginning of year$1,161,559,343.00$1,144,248,986.00$1,074,585,958.00$729,364,350.00$493,552,317.00
Other liabilities$473,519,460.00$525,606,968.00$482,151,856.00$385,782,275.00$362,565,300.00
Bond liabilities  $0.00$0.00$0.00
Intangible assets  $0.00$0.00$0.00
Other assets$31,740,625.00$36,896,216.00$37,656,357.00$42,798,372.00$19,606,711.00
Investments: other securities  $0.00$0.00$0.00
Investments: publicly traded securities$1,640,308,097.00$1,401,813,924.00$1,355,283,886.00$1,173,653,320.00$879,205,836.00
Cash: non-interest bearing$19,659,211.00$11,937,186.00$9,826,343.00$13,215,179.00$6,074,881.00
Cash: non-interest bearing, beginning of year$11,937,186.00$9,826,343.00$13,215,179.00$6,074,881.00$16,191,984.00
Investments -- program-related  $0.00$0.00$0.00
Escrow or custodial account liability  $0.00$0.00$0.00
Loans and other payables to key persons  $0.00$0.00$0.00
Grants payable  $0.00$0.00$0.00
Inventories for sale or use$4,237,240.00$4,836,574.00$4,561,472.00$4,164,393.00$3,895,812.00
Other financial variables
Revenue less expenses$138,847,494.00$43,250,078.00$76,412,022.00$94,722,749.00$72,834,212.00
Advertising (total)$3,937,814.00$3,502,126.00$4,121,598.00$4,355,486.00$4,104,933.00
Savings & temp cash investment  $0.00$0.00$0.00
Accounts receivable, net$84,153,157.00$76,054,222.00$70,049,585.00$70,272,905.00$66,382,104.00
Prepaid expenses & deferred charges$13,932,513.00$16,526,130.00$15,802,624.00$13,513,861.00$18,756,871.00
Accounts payable & accrued expenses$78,654,716.00$69,391,124.00$69,776,116.00$62,507,772.00$79,363,123.00
Deferred revenue$729,839,654.00$702,395,425.00$699,410,527.00$690,741,490.00$677,418,202.00
Unsecured notes & loans to unrelated parties  $0.00$0.00$0.00
Secured mortgages and notes payable$273,222,699.00$280,437,913.00$287,384,714.00$294,076,063.00$300,513,592.00
Total net assets or fund balances$1,449,421,147.00$1,161,559,343.00$1,144,248,986.00$1,074,585,958.00$729,364,350.00
Depreciation, depletion, amortization$69,620,798.00$69,903,132.00$71,152,046.00$72,700,532.00$65,903,326.00
Payment to affiliates  $0.00$0.00$0.00
Governance and accountability
Number of voting members2626282828
Number of independent voting members1717171717
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-05-012015-05-012014-05-012013-05-012012-05-01
Tax year end date2017-04-012016-04-012015-04-012014-04-012013-04-01
Indicators for schedules (selected)
Org has controlled entityTrueTrueTrueTrueTrue
Org transacted with controlled entityTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
IRS schema version2016v3.02015v2.12014v6.02013v3.02012v2.0
Filing identifier201810669349300226201603439349300515201610789349300701201443469349300144201400719349300815
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