UNIVERSITY OF PRINCE EDWARD ISLAND Charity Report

Public IRS 990 nonprofit record

UNIVERSITY OF PRINCE EDWARD ISLAND

EIN 31-1682468 · Undergraduate Colleges (B42)

What they do

THE UNIVERSITY of PRINCE EDWARD ISLAND, FOUNDED ON THE TRADITION of LIBERAL EDUCATION, EXISTS to ENCOURAGE and ASSIST PEOPLE to ACQUIRE THE SKILLS, KNOWLEDGE, and UNDERSTANDING NECESSARY for CRITICAL and CREATIVE THINKING, and THUS PREPARE THEM to CONTRIBUTE to THEIR OWN BETTERMENT and THAT of SOCIETY THROUGH THE DEVELOPMENT of THEIR FULL POTENTIAL. to ACCOMPLISH THESE ENDS THE UNIVERSITY is A COMMUNITY of SCHOLARS WHOSE PRIMARY TASKS ARE to TEACH and to LEARN, to ENGAGE IN SCHOLARSHIP and RESEARCH, and to OFFER SERVICE for THE BENEFIT of OUR ISLAND and BEYOND.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $80.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders57 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

66.37%of revenue went to mission work80.2% of expenses · Program services

0.66%of revenue went to fundraising0.8% of expenses

$82.81spent for every $100 of revenueRevenue covered expenses this year.

15.78%of revenue went to management and office costs19.1% of expenses

$2.92in assets for every $1 spent this yearSome assets cannot be spent right away.

56.3%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $321,650 for WENDY ROGERS (PRESIDENT, UPEI). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$180,786,092

Mission workProgram services$119,992,73666.37% of revenue80.2% of expenses

ManagementOffice and general costs$28,522,02915.78% of revenue19.1% of expenses

FundraisingAsking for donations$1,193,9640.66% of revenue0.8% of expenses

Revenue left after expensesReported annual surplus$31,077,36217.19% of revenueShown in gray on the chart

Total expenses$149,708,73082.81% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 80.2% mission · 19.1% management · 0.8% fundraisingTotal expenses: 82.81% of revenue

2023Expense mix: 79.2% mission · 19.8% management · 0.8% fundraisingTotal expenses: 87.96% of revenue

2022Expense mix: 79.2% mission · 20.0% management · 0.8% fundraisingTotal expenses: 88.42% of revenue

2021Expense mix: 78.7% mission · 20.5% management · 0.8% fundraisingTotal expenses: 84.00% of revenue

2020Expense mix: 79.6% mission · 19.5% management · 0.9% fundraisingTotal expenses: 86.01% of revenue

2019Expense mix: 79.4% mission · 18.4% management · 0.6% fundraisingTotal expenses: 97.00% of revenue

2018Expense mix: 79.3% mission · 19.5% management · 0.8% fundraisingTotal expenses: 91.24% of revenue

2017Expense mix: 80.5% mission · 18.6% management · 0.8% fundraisingTotal expenses: 95.58% of revenue

Money in and money out

Revenue$180,786,092

Expenses$149,708,730

Annual surplus $31,077,362 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$119,992,736 · 80.2% of expenses

Management and office costs$28,522,029 · 19.1% of expenses

Fundraising$1,193,964 · 0.8% of expenses

See all reported dollar amounts

Revenue$180,786,092

Expenses$149,708,730

Assets$437,235,778

Income$180,786,092

Contributions$101,751,709

Mission work (program services)$119,992,736

Fundraising$1,193,964

Management and general$28,522,029

Stocks and bonds$130,097,443

Accounting fees$183,272

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

WENDY ROGERSPRESIDENT, UPEI $321,650

GREGORY PAUL KEEFEDEAN, FORMER INTERIM PRESIDENT $288,170

PRESTON ALBERT SMITHDEAN, FACULTY OF MED $277,985

GREG NATERERVICE-PRESIDENT, ADMIN & RES $244,049

SUSAN MAUREEN RIDGEWAYVICE-PRESIDENT, PEOPLE & CULT $213,554

TARA LEIGH JUDSONADVISOR TO VICE PRES. OF ADMIN $213,543

DOMINIQUE GRIFFONDEAN, AVC $210,702

LEIGH ANNE LAMONTPROFESSOR, FORMER ASSOC DEAN $192,019

ETIENNE COTEPROFESSOR $191,748

LAURIE ANNE MCDUFFEEPROFESSOR $190,322

JOHN ARNOLDUS VANLEEUWENINTERIM DEAN, FACULTY OF VET $181,689

DANA SANDERSONCHIEF INFORMATION OFFICER $178,712

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (57)

WENDY ROGERSPRESIDENT, UPEI

GREGORY PAUL KEEFEDEAN, FORMER INTERIM PRESIDENT

PRESTON ALBERT SMITHDEAN, FACULTY OF MED

GREG NATERERVICE-PRESIDENT, ADMIN & RES

SUSAN MAUREEN RIDGEWAYVICE-PRESIDENT, PEOPLE & CULT

TARA LEIGH JUDSONADVISOR TO VICE PRES. OF ADMIN

DOMINIQUE GRIFFONDEAN, AVC

LEIGH ANNE LAMONTPROFESSOR, FORMER ASSOC DEAN

ETIENNE COTEPROFESSOR

LAURIE ANNE MCDUFFEEPROFESSOR

JOHN ARNOLDUS VANLEEUWENINTERIM DEAN, FACULTY OF VET

DANA SANDERSONCHIEF INFORMATION OFFICER

STEPHANIE MARIE HAMILTONCHAIR, COMPA ANIMALS

DANIEL HURNIKPROFESSOR

WILLIAM MONTELPAREDIRECTOR

MICHAEL PETER FOLEYASSOCIATE PROFESSOR

JONATHAN SPEARSPROFESSOR

TRENTON J MCCLUREPROFESSOR

MARVA SWEENY-NIXONASSOCIATE VICE-PRESIDENT

DONALD ANTON DESSERUDPROFESSOR

FREDERICK KIBENGEPROFESSOR

CHRISTINA R LACROIXDIRECTOR

NEBOSJA KUJUNDZICDEAN, FACULTY OF ARTS

GARY EVANSDIRECTOR

SHANNON FITZPATRIKINTERIM ASSOCIATE DEAN

OUMA CUNIAHUNIVERSITY AUDITOR & RISK MGMT

KATHERINE GOTTSCHALL-PASSPROFESSOR

WILLIAM WATERMANDIRECTOR

TIM CARROLDIRECTOR

RONALD JOSEPH MACDONALDDEAN, FACULTY OF EDUCATION

JEFFERY T DAVIDSONPROFESSOR

DONNA SUTTONASSOCIATE VICE-PRESIDENT OF ST

JACKIE PODGERVICE-PRESIDENT, ADMIN & FIN

ADAM FENECHASSOCIATE PROFESSOR

TIMOTHY J WALKERVICE-PRESIDENT, ADMIN & FIN

GEORGE JIANGDIRECTOR

SHANNON MACDONALDDIRECTOR

SARA UNDERWOODDIRECTOR

SANDY MACDONALDCHAIR

STEVE BELLAMYDIRECTOR

KATERI COADEDIRECTOR

PAM MONTGOMERYDIRECTOR

MARY ANNE MCMAHONDIRECTOR

LYNN ELLSWORTHDIRECTOR

KRISTI KELLYDIRECTOR

KEVIN MAGEEDIRECTOR

KAREN CREIGHANDIRECTOR

HON MARY ROBERTSONDIRECTOR

HON DIANE GRIFFINCHANCELLOR

GERALDINE JOHNSTONDIRECTOR

DONALD K MACKENZIECHAIR

CAROLYN SIMPSONDIRECTOR

CAMILLE MADYDIRECTOR

BRIAN THOMPSONDIRECTOR

BETTY ANNE YOUNKERDIRECTOR

ALEX MACBEATHVICE CHAIR

AJAY SAHAJPALDIRECTOR

About this charity

Recognized since: January 2000
Location: CHARLOTTETOWN PRINCE EDWARD ISL C1A, CANADA
In care of: % TIMOTHY WALKER
Primary officer: Timothy Walker, VP- Admin & Finance

How to reach them

WebsiteVisit the charity’s website Emailstudentsupport@upei.ca Phone(902) 566-0474 Officer phone(902) 566-0360

Filing and classification

Latest tax year: 2024
Tax period began: May 1, 2024
Return type: 990
Tax preparer: DOANE GRANT THORNTON LLP
NTEE classification: Undergraduate Colleges (B42)
IRS tax category: Undergraduate Colleges