Carleton University Retirement Plan S1s 5b6

Analysis

Carleton University Retirement Plan S1s 5b6 is a registered charity in United States, based in Canada. It received its IRS tax-exemption ruling in December 1978, 48 years ago. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3).

In the financial year ending December 2023, Carleton University Retirement Plan S1s 5b6 reported income of $196.6m and spending of $70.1m, leaving 64% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income fell from $266.9m to $196.6m (-26%), an average of -7.4% a year. The sharpest change came in the year to December 2022, when income dropped by 159%. Over the whole period it spent 48% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Carleton University Retirement Plan S1s 5b6 sits at the 100th percentile: it is one of the largest 1% in its cause. Against every charity in United States with reported income it ranks in the 100th percentile. Charities of a similar size with the same main cause include Gleaners Food Bank of Indiana Inc ($187.4m), Catholic Health System Inc ($198.1m) and Bethany Christian Services Inc ($181.5m).

On its Form 990 for the period ending December 2023, revenue came from program service revenue 14% of the total. Other salaries and wages came to $429k. At year end it held assets of $1.25bn against liabilities of $0, net assets of $1.25bn.