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                    <text>"education
is not

the.filling of a vessel
but the

lighting of a

flame"

- Socrates

�•

•

mission
Lakehead University is committed to excellence and innovation in undergraduate and graduate
teaching, service, research, and other scholarly activity. As part of this commitment, Lakehead
University is dedicated to a student-centred learning environment. Lakehead University values its
people and the diversity of their ideas, contributions, and achievements. Lakehead is dedicated to
working with Aboriginal peoples in furthering their educational aspirations. Building on its past
accomplishments and recognizing its role in Northwestern Ontario, Lakehead University reaches out
regionally, nationally, and internationally.
Lakehead University is committed to educating students who are recognized for leadership and
independent critical thinking and who are aware of social and environmental responsibilities.

�presidentJs
message
Lakehead University is progressing well on its journey
to become one of the top 25 research universities in
Canada. With increased funding for research plus new
and expanded graduate programs, the capacity to reach
that goal is in hand. Much of the guidance on this journey
has been provided by a comprehensive Strategic Research
Plan which underscores the partnership and collaboration
between researchers and graduate students. Lakehead
was "Research University of the Year" in 2006 (Research
lnfosource), a testament to the productivity of our faculty
and the value of their research activities.
Graduate students now constitute about 10% of the
student body, with a dramatic increase in numbers since
2004, and they have been instrumental in the success of
research at Lakehead. The University has 5 PhD and 26
Master programs with several more on the way.
In this year's Annual Report you will meet some of the
faculty and graduate students who are helping to lead
Lakehead 's advance on the research front. The fulfillment
of this component of the University's tripartite role
in teaching, service, and research has been especially
gratifying, confirming that Lakehead University is coming
of age and having an increasingly important role in
the innovation agendas of both the province and the
country. It also means that the contribution that the
University makes to the economic and social well-being
of Northwestern Ontario is enhanced . I hope you enjoy
reading about it.

I

Frederick F Gilbert} PhD
President and Vice-Chancellor
Lakehead University

President Fred Gilbert on the ice with members of
Lakehead University "Grey Wolves" Hockey Team
(1-r): Robert Paterson} Donna Newhouse, and
Tom Wm·den

�research

andgraduate studies
What new knowledge will help make
Canada a world leader for current and
future generations? As the co-creators of
new knowledge, graduate
students may reflect on this
question as they work toward
becoming independent
scholars.
Graduate students at Lakehead
University study in an
environment that encourages
discovery and supports success.
In 2007-2008, four new
Lakehead University Research
Scott Wiebe,
Chairs were created to enable
PhD candidate in
some of its most accomplished
Forest Sciences
full-time faculty members to
concentrate on research and
student mentoring. Two of
these Chairs are within the social sciences
and humanities (Dr. Lori Chambers,
Women's Studies, and Dr. Todd Dufresne,
Philosophy) and two are within the natural
sciences and engineering (Dr. Stephen
Kinrade, Chemistry, and Dr. Baoqiang Liao,
Chemical Engineering). Another two will be
announced in 2009-2010 .

I

These four Lakehead University Research
Chairs, along with Lakehead 's seven Canada
Research Chairs, are building on a record
of research excellence and achievement
and helping Lakehead to develop unique
graduate programs.

Miranda Maki (right), PhD
candidate in Biotechnology, with
Lab Technician Bmce Rosa (left)
and Dr. Kam Leung

2 Lakehead University Annual Report 2007-2008

All researchers at Lakehead are supported
by advanced communications technologies
for teaching and learning, an excellent
library, and 12 University research centres/
programs that provide important links
to various communities of interest.
Graduate students benefit from a vibrant
and diverse academic setting, and ample
opportunity for one-on-one mentoring with
internationally renowned scholars.
In the last four years, Lakehead has
established a Faculty of Graduate Studies
that is supported by an office that now
has six full-time staff including the Dean.
The Office is dedicated to overseeing the
application, admission, and financing of
graduate students.
In 2005-2006 the Office of the VicePresident (Research) and the Faculty of
Graduate Studies joined forces to recognize
and reward graduate student publications
through the creation of the High Output
and Publication Excellence (HOPE) Awards,
presented to three graduate students
each year who are first authors of a peerreviewed publication .
Lakehead's Research Plan lists seven
strategic research areas of advantage and
strength: (1) Aboriginal Studies;
(2) Advanced Technology Systems;
(3) Biotechnology and Material Science;
(4) Culture and Society; (5) Environmental
and Resource-based Development,
Education, and Policy; (6) Health Research
Across the Life Span; and (7) Northern
Studies.

Biotechnology and Material Science
In Lakehead's Bioenvironmental Engineering
Laboratory, Lakehead University Research
Chair (Chemical Engineering) Dr. Baoqiang
Liao is engaged in finding a low-cost,
environmentally sustainable, long-term
solution to handling pulp and paper mill
wastewater and sludge using anaerobic
membrane bioreactor technologies. He is
working with four graduate students who
will receive multidisciplinary training in
engineering, chemistry, and microbiology.
Dr. Stephen Kinrade, Lakehead University
Research Chair (Chemistry), is conducting
research into the chemical mechanisms
underlying silicon biofunctionality.
He is working with the Molecular
Medicine Research Centre (MMRC) to
conduct radioisotopic analysis of silicon
uptake, translocation, and binding in
various biosystems. The MMRC is a
collaborative project with Lakehead
University, Sunnybrook Research Institute
at Sunnybrook Health Sciences Centre
(Toronto), and Thunder Bay Regional Health
Sciences Centre and includes the active
involvement of private partners led by
Philips Medical Systems .
Lakehead's new PhD program in
Biotechnology, which admitted its first
students in 2008, is an interdisciplinary
program involving researchers in many
Faculties at Lakehead University. It builds
on existing undergraduate and graduate
programs in Forest Sciences, Applied
Bio-Molecular Science, Environmental

�Studies, Water Resource Science, Biology, Chemistry,
and Environmental Engineering, and complements the
PhD program in Forest Sciences. As well, it relates to
exciting new research enterprises such as the Biorefining
Research Initiative, which is expected to become a
world-class centre of excellence dedicated to developing
transformative technologies and products from forest
biomass.

Health Research Across the Life Span
The Department of Psychology has one of the largest
graduate programs on campus, including a Master in
Clinical Psychology, a Master in Experimental Psychology,
and a PhD in Clinical Psychology. Thanks to the leadership
of Dr. Josephine Tan, then Director of Clinical Training
(Psychology), the PhD program was accredited in its
tenth anniversary year (2007-2008) by the Canadian
Psychological Association. Lakehead University, working
in partnership with Trent University and the University
of Toronto, was successful in securing $1 M in multiinstitutional collaborative funding from the Canada
Foundation for Innovation for the development of the
Centre for Biological Timing and Cognition (CBTC)
in Thunder Bay, which positions the Department of
Psychology for steady academic and research growth. The
CBTC will be used as a laboratory and graduate training
facility to carry out neuroscientific and clinical research
on the biological, social, and environmental factors that
influence perception, cognition, and mental health.
Another graduate program within the newly created
Faculty of Health and Behavioural Sciences is the Master
of Public Health program, with 150 students at present.
Currently there are two fields - Health Studies and a
Specialization in Nursing - and Lakehead is planning
a third MPH field focusing on the educational needs of
Nurse Practitioners. This graduate program leverages the
talent that already exists at Lakehead within a variety of
disciplines including Medicine, Psychology, Gerontology,
Kinesiology, Nursing, Social Work, and Health Services
and Policy Research.

Advanced Technology Systems
Advanced Technology Systems, comprising integrated
hardware, software, and communication links, are an
essential part of our economy. At Lakehead there are
many faculty members and students in the Faculty of
Engineering and the Departments of Computer Science
and Physics who are working on projects in this field

funded by the Natural Sciences and Engineering Research
Council of Canada (NSERC).
Dr. Rachid Benlamri (Software Engineering) received a
new Discovery Grant from NSERC this year to fund a
program that will contribute toward solving some of
the challenging problems in cognitive mobile learning
by making use of the progress in semantic web theory,
e-learning standardization, and mobile computing.
"The research work focuses on the theoretical and
technological aspects of designing mobile learning
services that deliver context-aware learning resources from
various locations and devices," says Benlamri. "The ability
to grasp the exact knowledge required to accomplish a
specific task, in a limited allotted time, is a key factor for
organizations to remain economically competitive in the
new knowledge society."
In addition to Master programs in Control Engineering,
Environmental Engineering, Physics, and Mathematical
Sciences, a new Master program in Electrical and
Computer Engineering will begin in September 2008.

Software engineering graduate student
Xiaoyun Zhang (right) with Dr. Rachid Benlamri

�Dr. Som Ale (left) and Biology graduate student Jody MacEachern
(centre) prepare for a field trip with Dr. Douglas Morris

Thanks to Canada Foundation for Innovation (CFI)
grants, Lakehead's Automatic Control Laboratory and
new Broadband Communications Networks Laboratory
are state-of-the-art facilities open to both graduate
and undergraduate students. Lakehead has advanced
communications technology for teaching and learning
and is a member of SHARCNET, Ontario's highperformance computing network.

Environmental and Resource-Based Development,
Education, and Policy

Researchers in the Faculty of Forestry and the Forest
Environment, the Faculty of Science and Environmental
Studies, and the Faculty of Engineering, for example, are
engaged in several projects associated with the Atikokan
Bioenergy Research Initiative. In addition, Lakehead,
with the support of FedNor, FPlnnovations-Forintek,
the Ministry of Natural Resources, and the Ministry of
Northern Development and Mines, is providing critical
leadership in the wood products industry, helping
local communities create value-added manufacturing
appropriate to the forest, financial, and human resources
available in Northern Ontario communities.

Lakehead researchers are increasing capacity in the
region to produce innovative solutions, products, and
technologies based on the sustainable use of natural
resources. Their work encompasses everything from
developing new wood products, biorefining technologies,
bioenergy and biochemicals, and materials and methods
for new ways of environmental remediation, to the
monitoring of air and water quality, and treatment of
industrial waste.

There has been a growing interest in Environmental
Studies at Lakehead as witnessed by the popularity of
the Master of Environmental Studies in Nature-Based
Recreation and Tourism . This is an interdisciplinary degree
program that has its roots in social sciences such as leisure
studies, human geography, and sociology.

Lakehead's PhD program in Forest Sciences draws on
the academic expertise housed within the Faculty of
Forestry and the Forest Environment, the School of
Social Work, the Faculty of Engineering, the School of
Outdoor Recreation, Parks, and Tourism, and the Faculty
of Science and Environmental Studies. Graduate students
are engaged in a wide range of multidisciplinary research
projects ranging from sustainable forest management and
watershed ecology to wildlife habitat management and
conservation.

Last year, a new interdisciplinary Master of Environmental
Studies in Northern Environments and Cultures was
launched . It is the first graduate program of its kind in
Ontario to concentrate on the near-north. Program
content is being drawn from the physical disciplines
of geomorphology, climatology, biogeography, and
soil science, as well as the socio-economic and cultural
streams of human geography and anthropology.

4

Lakehead University Annual Report 2007-2008

Northern Studies

II

11

�Dr. Douglas Morris, Lakehead University
Research Chair in Northern Studies (Biology)
and Post-doctoral Fellow Dr. Som Ale,
head a team of Biology graduate students
studying food webs and climate change
in Nunavut and the Yukon Territories .
The research is part of a three-year
multinational collaboration (Arctic WOLVES
- Wildlife Observatories Linking Vulnerable
Ecosystems) with remote field camps spread
throughout the circumpolar north. The
Canadian component of Arctic WOLVES,
headquartered at Laval University, represents
one of Canada's key International Polar Year
(IPY) activities and has received nearly $3M
in research funding through NSERC and IPY
Canada.
Dr. Chris Southcott (Sociology) is the
Principal Investigator with the Social
Economy Research Network for Northern
Canada, a collaborative project funded by
the Social Sciences and Humanities Research
Council of Canada (SSHRC) with Yukon
College, Aurora College, and Nunavut Arctic
College. In addition, Southcott is working on
a circumpolar comparative study of factors
leading to migration decisions of Arctic
indigenous residents.
Professors in the School of Outdoor
Recreation, Parks, and Tourism are working
extensively with graduate students on
several research programs that relate to the
social economy of Canada's far north .
Dr. Margaret Johnston is examining the
impact of the 2007 Canada Winter Games
held in Whitehorse, Yukon. She is working
with Dr. Harvey Lemelin on a project with
members of the Lutsel K'e community in
the Northwest Territories to see how this
Aboriginal community, situated on the
shores of Great Slave Lake and within one of
Canada's newest national parks, can achieve
its economic, social, and environmental
goals.

the Department of Aboriginal Education,
confirms Lakehead's commitment to having
Aboriginal representation in all aspects of
University governance and program and
research development.
One of Lakehead's research strengths is
in community-initiated collaboration with
Aboriginal organizations . An excellent
example is the partnership between the
Grand Council of Treaty #3 and members
of Lakehead's Faculty of Education to
develop a comprehensive, collaborative,
and strategic plan for the retention and
revitalization of the Anishinaabe language.
In Anthropology, Dr. Scott Hamilton is
collaborating with various northern Ontario
Aboriginal communities as they grapple
with the complex issues surrounding natural
resource development and preservation of
Aboriginal cultural heritage. In part, this
involves integrating two ways of envisioning
human relationships with the environment
- one reflecting Aboriginal traditional
knowledge, and the other deriving from
western science.
Recently, Lakehead was successful in
securing funds from the Ministry of Training,
Colleges and Universities to launch The
Nanibijou Project: A Transition Program for
Aboriginal Graduate Students. This project
is designed to "teach teachers"
how best to mentor their
Aboriginal graduate students.
It will offer modules devoted
to such topics as thesis/
dissertation development and
will examine the possibility of
developing a transition model
for Aboriginal students who
wish to pursue advanced
degrees at the Master or
Doctoral level .

Children of Unmarried Parents Act, 19211969 was written with the help of nine
undergraduate researchers as well as a
Post-doctoral fellow, Dr. Rachel Ariss, who
is now a faculty member in the Department
of Sociology.
Dr. Todd Dufresne, Lakehead University
Research Chair (Philosophy), received the
2007 Lakehead University Distinguished
Researcher Award. An expert on the work
of Sigmund Freud and psychoanalysis,
Dufresne is working on several book
projects and furthering his research on
culture and creativity as drivers of economic
development. Part of his scholarly activity
involves developing an organization that
will link Lakehead scholars from across
disciplines with members of the local
community including lawyers, urban
planners, and artists.
The former Dean of Graduate Studies,
Dr. Gary Boire, believes the high degree of
collegiality at Lakehead University, coupled
with an excellent supervisor-student ratio,
leads to an unique graduate research
culture. "We have a culture characterized
by a mentoring environment wherein the
publication of first-rate student research is
the norm rather than the exception," he
says . ■

Culture and Society
Aboriginal Studies
Lakehead is recognized as a leader in
Aboriginal issues among Canadian
universities and has a high percentage of
Aboriginal students. The recent recruitment
of Dr. Judy lseke-Barnes, Canada Research
Chair in Indigenous Education, Beverly
Sabourin, Vice-Provost (Aboriginal
Initiatives), and Dr. Ethel Gardner, Chair of

Lakehead's application for
a PhD program in Sociology
was approved based on the excellence
of its faculty and the quality of its Master
programs.
Dr. Lori Chambers, Lakehead University
Research Chair (Women's Studies), is
engaged in an interdisciplinary research
program focused on gender, law, and
equity. Her recent book Misconceptions:
Unmarried Motherhood and the Ontario

Chair of the Department of
Aboriginal Education D r. Ethel Gardner (right)
works on a presentation with Ed11cation graduate
student Charlotte Neckoway (centre) and
Dr. Lolehawk Laura Buker

�year
•

1n

review

Convocation 2008
Two Convocation ceremonies were held
in Thunder Bay in May and two honorary
degrees were awarded : a Doctor of Science
to Dr. Joseph Macinnes, physician, deepsea explorer, and author; and a Doctor
of Fine Arts to Gordon Pinsent, actor,
writer, and director. Silvio Di Gregorio,
business executive and community builder,
and Stephen Hessian, pulp and paper
industry leader, were made Fellows of
Lakehead University. Alumni Honour
Awards were presented to Glenn Miller,
real estate developer, Dr. Elizabeth Murray,
life scientist, and Duncan Weller, artist
and writer. A Young Alumni Award was
presented to Catherine Bird, adult education
entrepreneur.
In June, the first ever Convocation ceremony
in Orillia was held to honor graduates of
the one-year Business Administration and
Social Work programs. A Civitas Award
was presented to Sue Mulcahy, former city
councillor and Chair of the Simcoe College
Foundation, for her tireless work over the
years to establish a university in Orillia .

I

Dr. Todd Dufresne (centre) in discussion with students Stephen Trochimchuk (left) and
Dane Newbold

Dr. Jason Blahuta (Philosophy). Lakehead
University Contribution to Research Awards
were given to Dr. Lori Chambers (Women 's
Studies) and Dr. Alexander Serenko
(Business Administration) .

Athletics
Excellence in Teaching,
Research, and Community
Service
In 2007-2008, Dr. Philip
Fralick (Geology) received
Lakehead's Distinguished
Instructor Award, and Dr.
Todd Dufresne (Philosophy)
received Lakehead's
Distinguished Researcher
Award. The Lakehead
University Award to Staff for
Outstanding Performance
and/or Contributions
was presented to Allan
MacKenzie, Director,
Analytical Research Services.

Allan MacKenzie

Lakehead University
Contribution to Teaching
Awards were given to Dr. Adam Van Tuyl
(Mathematical Sciences), Dr. Bruce Strang
(History), Dr. Randle Nelsen (Sociology),
Dr. Lisa Korteweg (Education), Dr. Timothy
Hardie (Business Administration), and
6 Lakehead University Annual Report 2007-2008

Chris Whitley and Anna Crawford were
named Lakehead University's Male and
Female Athletes of the Year. Whitley, a
goaltender, was named Lakehead's Most
Valuable Player for Men's Hockey and
finished the regular Ontario University
Athletics (OUA) season undefeated .
Crawford was named Lakehead's Most
Valuable Female Skier. She helped the
Women's Nordic Skiing team capture its
fifth consecutive Canadian Colleges and
Universities National Championship title, and
finished the season with five gold medals
and an OUA Special Award as Overall
Champion in Women's Nordic Skiing .
Brock McPherson, Jordan Smith, and
Chris Whitley of the Men 's Hockey team
were ranked QUA First Team All Stars as
were Kiraan Posey of Men's Basketball,
Mitch Fryia of Men's Wrestling, and Nicole
Plummer of Women's Wrestling . Six athletes
were named Canadian lnteruniversity Sports
(CIS) First Team All Canadians: Mitch Fryia
and Huy Nguyen of Men's Wrestling, Chris

Whitley and Jordan Smith of Men's Hockey,
Jenna Enge of Women's Curling, and Anna
Crawford of Women's Nordic Skiing .
Lisa Patterson, Coach of Men's and
Women's Nordic Skiing, received the Sport
Alliance of Ontario Female Coach of the
Year for 2007 and the Fox 40 OUA Female
Coach of the Year for 2007-2008. Lou Pero,
Coach of Women's Basketball, received
the Jean-Marie De Koninck CIS Coach ing
Excellence Award.

Student and Faculty Achievements
• Lakehead University students enjoyed
a high success rate in applications for
funding from NSERC and SSHRC at the
Master and Doctoral levels. This year
Lakehead had an NSERC quota of 12
applications, 10 of which were successful,
including 6 at the Master and 4 at the
Doctoral levels. Lakehead also submitted
1 application in NSERC's Aboriginal
student category and was successful.
For SSHRC, Lakehead had a quota of
12 applications at the Master level,
all of which were successful. At the
Doctoral level, 4 out of 6 applicants were
successful, including 1 who received the
prestigious Canada Graduate Scholarship.

�• Business Administration student Megan Ott was chosen
one of the ten 2007 Futures Fund Scholars, receiving
an award for demonstrating exemplary leadership in
academic pursuits and extracurricular initiatives.

I Denis Ayotte

• Mike Jarvela placed second in the Level Two accounting
and finance-related contest of the Certified General
Accountants of Ontario (CGA Ontario) One-Hour
Accounting Contest, receiving a cash award and a
scholarship to the CGA program.
• Twenty-four music students came together in
Lakehead's newly formed Opera Studio ensemble under
the direction of Dr. Dean Jobin-Bevans to perform Henry
Purcell's Dido and Aeneas.
• Forestry student Denis Ayotte won first place at both
the university and provincial levels of the Ontario
Wood WORKS! 2007 Student Wood Product Design
Competition for his innovative and multi-functional leaf
table.
• Ors. Seth Agbo (Education), lnderjit Nirdosh (Chemical
Engineering), and Tom Potter (Outdoor Recreation,
Parks, and Tourism), received the Ontario Ministry of
Training, Colleges and Universities' Leadership in Faculty
Teaching (LIFT) Awards to recognize excellent teaching
by college and university faculty across Ontario.

Professor
Ann Clarke

I

Anna Crawford

• Dr. Aris Carastathis (Music) received funds from the
Norman Burgess Memorial Fund of the Canadian Music
Centre to collaborate with musician Catherine Jillings
to compose a new musical work for viola and guitar,
which will have its premiere in Toronto in October 2009 .
• Geology student Marc Rinne received the 2007 Leopold
Gelinas Medal from the Geological Association of
Canada for the best Bachelor of Science thesis written
by a Canadian or submitted to a Canadian university.

Community Events
Lakehead along with community partners hosted many
academic and social events throughout the year including :
• Lakehead University Student Union's (LUSU) Through
Our Eyes, an Elders' conference hosted by the
Aboriginal Awareness Centre held in conjunction with
Aboriginal Awareness Week 2008
• The Sixth Annual TD Canada Trust Northwestern Ontario
High School Mathematics Competition, stimulating
the mathematical talents of young people going on to
careers in teaching, information sciences, engineering,
medicine, skilled trades, commerce, banking and
business, and genetics

• The Chronicle-Journal Regional Spelling Bee, hosted
• Professor Ann Clarke (Visual Arts) was elected a
member of the Royal Canadian Academy of Arts .
Clarke has had over 30 solo exhibitions in Canada and
has shown her work in more than 90 group shows in
Britain, Canada, and the United States.

by CanWest CanSpell, The Chronicle-Journal, and
Lakehead University, providing schools from Kenora to
Hornepayne, and students aged 15 and under, with
the opportunity to participate in a National Spelling Bee
competition

• Dr. Peter Hollings (Geology) received the 2008 William
Harvey Gross Award, bestowed annually by the
Geological Association of Canada to a geoscientist
younger than 40 years of age who has made a
significant contribution to the field of economic
geology in a Canadian context.

• Lakehead Celebrates, the annual fall fundraising

• Dr. Lynn Martin (Master of Public Health Program)
received a 2007 Career Scientist Award from the
Ministry of Health and Long-Term Care for her research
dealing with needs, service use, quality of services,
and outcomes of care across the continuum of mental
health services. In 2008, she was recognized by the City
of Thunder Bay as a Citizen of Exceptional Achievement.

• The 40th annual Forestry Symposium on communitybased forestry in Ontario, and the third annual
Biotechnology Symposium in conjunction with National
Biotechnology Week

event in support of scholarships and bursaries, which
recognized the success of community partnerships
with the Molecular Medicine Research Centre, North
of Superior Tourism Association, and the Atikokan
Bioenergy Project

• The annual Thunder Bay Symphony Orchestra (TBSO)
Reception celebrating the collaboration between
Lakehead's student vocal ensemble and the TBSO
Chorus

• Climate Change: Solving it Together, a conterence
hosted by Environment North , the Food Security
Research Network, and the Lakehead University Student
Union . ■

•
Dr. Glenna Knutson (centre) with graduate
students in the Master of Public Health program
Ursula Danner (left) and Kristenjessiman

�•

strategic

directions
Strategic planning for 2010-2013 will begin
in fall 2008 under the direction of the
President.

In addition, Lakehead is reducing its
environmental footprint through a variety
of initiatives coordinated by the Lakehead
University Sustainability Committee.

Student Union sponsors WUSC Student

Research &amp; Innovation Week 2008

Since 1999, Lakehead University students
have been directing $1 of their annual
student activity fees to sponsor a refugee
through the World University Service of
Canada (WUSC) program.
This year, Lakehead welcomed
John Panchal, a student from
Sudan, enrolled in Lakehead's
General Science program.
Also this year, the students
voted to double their annual
contribution, which will enable
Lakehead University to sponsor
a WUSC student every two to
three years.

Lakehead University's Research &amp; Innovation
Week took place at the Thunder Bay campus
in February 2008. The event featured a
graduate student conference and poster
presentation as well as guest speakers,
panel discussions, debates, and a pre-event
interactive display at Thunder Bay's largest
retail centre. In his keynote address, Dr. Eliot
Phillipson, President and CEO of the Canada
Foundation for Innovation, congratulated
Lakehead for having developed a productive
10-year relationship with the national
funding organization.

Strategic Planning

Campus Sustainability
The Facility Renewal Project,
begun in 2004 and completed
this year, has resulted in
significant reductions in
Lakehead's energy use, energy
cost, and greenhouse gas
emissions. The $23.3M capital
John Panchol
project has realized savings
to date of $4.1 M with an
electrical usage reduction of 23% per year
and a gas usage reduction of 43% per year.
As a result, Lakehead has eliminated the
release of 7,031 tonnes of greenhouse gas
emissions per year.
Lakehead University Student Union (LUSU)
has a mandatory bus pass which for a cost
of $70 per person entitles all students in
Thunder Bay to unlimited bus travel from
September to April. Since the U-Passes
were first issued in the fall of 2007,
transit ridership by Lakehead students has
increased by 46%.

Dr. Lori Chambers (centre top) meets with
Women's Studies graduate students and teaching
assistants Rawnda Abraham (left),
Chris Vanderwees (right), and Heather Hillsburg

8

Lakehead University Annual Report 2007-2008

by the City of Orillia. The first structure,
approximately 7,900 square metres in size,
will be built to meet Leadership in Energy
and Environmental Design (LEED) platinum
certification standards, with construction
starting in 2009.
The capital campaign for the new campus
is being launched in 2008-2009. In addition
to the serviced land, valued at $SM, the
City of Orillia has donated $SM for campus
development. John Singer, Vice-President
(University Advancement), and Lee Pigeau,
Capital Campaign Manager, will spearhead
the initiative and they will be working with
Orillia Campus Dean, Dr. Kim Fedderson,
and a team of campaign volunteers.
2007-2008 marked Lakehead's second
year of operation in Orillia with enrolment
growing to more than 300 students.

Growth and Renewal
After extensive public consultation and a
LUSU referendum, a decision was made to
rehabilitate the pool and other aspects of the
C.J. Sanders Fieldhouse with money raised
from fundraising, user fees, and an increase
in the student athletics fee. The University
is acquiring Port Arthur Collegiate Institute
from the Lakehead District School Board to
increase much-needed space. Construction
was completed on a new $1 .8M Engineering
and Forestry Laboratory at the Thunder Bay
Campus.

Lakehead University Orillia Campus
Lakehead finalized plans to open a
permanent campus in the fall of 2010
on 85 acres of agricultural land donated

Alumni Outreach
During the year, a variety of special events
for alumni was held: a reception in Calgary
hosted by Lakehead Board of Governors
member Andy Crooks, a reception and
dinner in Toronto hosted by Bruce Brymer,
two Alumni Pub Nights in Toronto hosted
by the Alumni Association of Lakehead
University Toronto Chapter, and receptions in
Hong Kong and Singapore hosted by the Past
President of the Alumni Association, Vonnie
Cheng, and the former Dean of Graduate
Studies, Dr. Gary Boire. In addition, the Office
of Alumni Relations raised approximately
$17,000 for student financial aid through its
annual Lakehead Alumni Scholarship Classic
golf tournament. It also partnered with the

�Dr. Wensheng Qin

D1: Josephine Tan (left) with graduate stttdents in Psychology (clockwise fi"om top): Stewart Madon. Kylie Prystanski,
Andrew Trerice, and Lisa Miller

Department of Athletics in hosting Alumni Weekend and
the 2007 inductions to the Lakehead University Sports Wall
of Fame.

Thunder Bay Regional Research Institute
Lakehead University is a partner in the Thunder Bay
Regional Research Institute whose flagship program, the
Molecular Medicine Research Centre, was launched in
December 2007. It positions the Thunder Bay Regional
Health Sciences Centre as a leader in patient care through
research .

Biorefining Research Initiative (BRI)
Progress was made toward the establishment of a
new research institute at Lakehead with the hiring of
Dr. Wensheng Qin as an Ontario Research Chair in
Biorefining Research and the initiation of a search for
the second Ontario Research Chair who will serve as
scientific director. In 2007-2008, Lakehead received $1 M
from the Northern Ontario Heritage Fund to support
the establishment of the BRI. In addition, the Minister of
Research and Innovation, John Wilkinson, announced that
the Government of Ontario had allocated $25M to create
a Thunder Bay Centre for Research and Innovation in the
Bio-Economy (CRIBE).

SHARCNET
Lakehead University was one of five universities in Ontario
to be allocated a Shared Hierarchical Academic Research
Computing Network (SHARCNET) Research Chair in
2007-2008. The Chair will be working in the area of
biorefining and molecular medicine, and is expected to
enhance research using high-performance computing. In
addition, the Chair will promote interdisciplinary studies
and interactions among departments at Lakehead and
with other universities.

lnterprofessional Initiatives in the Health Care Sector
The Northern Ontario School of Medicine (NOSM)
finalized its fourth year curriculum and is undergoing final
accreditation in the fall of 2008. The School is continuing
to develop educational programs that prepare graduates to
meet the needs of their patients and the wider community,
particularly in rural and northern settings. This year, in
partnership with Lakehead University, NOSM received over
$650,000 from HealthForceOntario for two projects that
foster and build interprofessional initiatives.
One project will establish a Northern lnterprofessional
Centre for Health Education to support northern, rural,
remote, and Aboriginal health needs. This will be done
by building on the current Continuing Health Professional
Education initiatives of NOSM and lnterprofessional
Education offerings of Lakehead University and its partners.

Do Something Awareness Campaign
Lakehead launched an awareness campaign in the fall of
2007 to continue raising brand awareness, recognition,
and engagement, and direct prospects to the University
website. The Do Something awareness campaign
positioned Lakehead University as a socially responsible
institution offering relevant programs. The campaign
received a Gold Award in the 2008 Prix d'Excellence
awards program organized by the Canadian Council for
the Advancement of Education. ■

�factSanJgureJ
Full-Time Undergraduate Enrolment

Enrolment

2007-2008 by Faculty

2007-2008

Social Sciences
and Humanities
Business Administration

32.0%
6.4%

Professional Schools

20.4%

Thunder Bay Campus
Full-time undergraduate
Part-time undergraduate
Full-time graduate
Part-time graduate

7,608
5,505
1,382
688

Orillia Campus
Full-time undergraduate
Part-time undergraduate

301
269

1.2%

Medicine

33

32
7,909

Total Enrolment

Science and
Environmental Studies

14.9%

Education

12.3%

Engineering
Forestry and the
Forest Environment

10.9%
1.9%

Degrees, Diplomas &amp; Certificates Awarded
2007 Calendar Year

Graduate Enrolment
2007-2008

Certificates
Diplomas
Bachelors
Masters
Doctorates

52
62
2,169
166
3

Total

2,452

Masters

Full-Time Equivalent Enrolment {FTEs)
9,000
8,505
8,000

7,956

7,874

2005/06

2006/07

7,578
7,231

Professional Schools
7,000

Q)

2 Science &amp; Environmental Studies

:c
:§&gt;
Q)

6,000
5,000

.E
'C
C:

co

Q)

:c

4,000

:§&gt;

1B.
en

3,000

w

t;:
2,000
1,000

0

20

■ Part-time

40

60

80

100

120

140

Number of Students

■ Full-time

II

10

Lakehead University Annual Report 2007-2008

160

0

2003/04
■ Graduate

2004/05

■ Undergraduate

2007/08

�Access to Library Serial Titles

Scholarships, Bursaries, &amp; Awards
in thousands of dollars
$9,000

40,000

$8,132

35,535
$8,000

35,000

$7,000

29,088

30,000

$6,632
$5,969

$6,000
25,000

$6,827

22,381
$5,000

20,000
$4,000
15,000
$3,000

11,966

$2,000
$1,000
$0

2003/04

2004/05

2005/06

■ Print &amp; Microform

2006/07

2007/08

2003/04

2004/05

2005/06

2006/07

2007/08

■ Electronic

Research Grants &amp; Contracts*

Sources of Research Funding 2007-2008*

in thousands of dollars

in thousands of dollars

$19,721

$20,000

Natural Sciences and
Engineering Research Council

$18,431
$16,392**
$15,000
$13,655

$10,000

22% $3,493

Canadian Institutes of
Health Research

4%

$715

Canada Research Chairs

4%

$700

Other Federal

20% $3,284

Provincial

17% $2,816

$9,858

$5,000

Industry

*Reference: Financial Report of Ontario Universities 2007-2008
**Preliminary

6% $1,043

Not-for-Profit

14% $2,306

Miscellaneous

8% $1,254

Social Sciences and
Humanities Research Council

5%

$781

�leadership
Chancellor

Administration

Dean of Medicine
(Northern Ontario School of Medicine)

President and Vice-Chancellor

Dr. Roger Strasser

Dr. Lorne Everett
Dr. Frederick Gilbert

Board of Governors 2007-2008
Chair

Vice-President (Academic) and Provost

Dean of Science and Environmental
Studies

Don Campbell

Dr. Laurie Hayes

Dr. Andrew Dean

Members

Associate Vice-President (Academic)

Alex Boulet

Dr. Moira McPherson

Dean of Social Sciences and
Humanities

Colin Bruce
Harvey Cardwell

Dr. Gillian Siddall (Acting)

Kevin Cleghorn

Vice-President (Administration and
Finance)

University Librarian

Andy Crooks
Kurt Dahl

Michael Pawlowski

Anne Deighton

Dr. Qing-Lai Dang

Vice-President (Research)

Controller

James Dennison

Dr. Rui Wang

Rita Blais

Jackie Dojack
Kirk Dudtschak

Associate Vice-President (Research)

Registrar

Dr. Urned Panu

Anna Foshay

Ann Dumyn
Judy Flett
Dr. Frederick Gilbert
Len Hoey

Vice-President (University Advancement)

Director of Admissions and Recruitment

John Singer

John Smith

David Heroux
Peter Holt-Hindle

Vice-Provost (Student Affairs)

Director of Athletics

Krystin Kempton
Gil Labine

Marian Ryks-Szelekovszky

Thomas Warden

Dr. Judith Leggatt

Vice-Provost (Aboriginal Initiatives)

Director of Communications

Ron Marostica
Brian McKinnon

Beverly Sabourin

Eleanor Abaya

Dr. Moira McPherson
Maria Phipps

Orillia Campus Dean

Director of Continuing Education and
Distributed Learning

Dr. Kim Fedderson

Eamonn Percy
Tim Pile

Dean of Business Administration

Doug Robson

Dr. Bahram Dadgostar

Lynne Sevean
Bruce Waite

Dean of Education

Gwen Wajda

Director of Human Resources
Ray Raslack

Dr. John O'Meara

Director of Institutional Analysis/
Government Relations

Dean of Engineering

Kerrie-Lee Clarke

Dr. Henri Saliba

Director of Physical Plant
Dean of Forestry and the Forest
Environment

Hugh Briggs

Dr. Reino Pulkki

Director of Risk Management and
Access to Information

Dean of Graduate Studies

Dr. Milla Shaw

Dr. Jane Crossman (Acting)

Director of Technology Services Centre
Dean of Health and
Behavioural Sciences
Dr. David Tranter (Acting)

Bernie Blake

Executive Director, University Services
Grant Walsh

12

Lakehead University Annual Report 2007-2008

�Lakehead University Board of Governors. 200 7-2008
Missing: Alex Bott/et. Dr. Qing-Lcti Dcmg,James Dennison, Ann D11myn, Len Hoey, Krystin Kempton, Ecm1orm Percy

Research Centres, Institutes,
Programs, and Facilities
Advanced Institute for Globalization
and Culture (AIG &amp; C)
Drs. Todd Dufresne and Ronald Harpelle,
Co-Directors
Biorefining Research Initiative (BRI)
Dr. Robert Dekker, Director
Centre for Education and Research on
Aging and Health (CERAH)
Dr. Mary Lou Kelley, Director
Centre for Northern Studies
Dr. Harvey Lemelin, Chair of Northern
Studies Committee
Centre for Tourism and Community
Development Research
Dr. Norman McIntyre
Centre for Rural and Northern Health
Research (CRaNHR)
Dr. Bruce Minore, Research Director
Centre of Excellence for Children and
Adolescents with Special Needs
Dr. Rui Wang, National Director
Interdisciplinary Program for Research
on Safe Driving
Dr. Michel Bedard, Director

Lakehead Social History Institute
Dr. Michel Beaulieu and Beth Boegh,
Co-Directors

• Lakehead University Instrumentation
Laboratory (LUil)
Allan MacKenzie, Manager

Lakehead University Biotechnology
Research Program
Dr. Heidi Schraft, Director

• Lakehead University Material
Characterization Services (LUMCS)
Co-Directors: Drs. Stephen Kinrade,
Robert Mahwinney, and Aicheng Chen

Lakehead University Centre for Health
Care Ethics (CHCE)
Dr. Jaro Kotalik, Director
Lakehead University Centre for
Analytical Services (LUCAS)
Allan MacKenzie, Director
• Aquatic Toxicology Research Centre
(ATRC)
Dr. Peter Lee, Director
• FoReST (Forest Resources and Soils
Testing) Laboratory
Drs. Nancy Luckai and Lense Meyer,
Co-Directors
• Lakehead University Environmental
Laboratory (LUEL)
Dr. Peter Lee, Director
• Lakehead University Genetic Services
(LUGS)
Dr. Carney Matheson, Director

• Lakehead University Mineralogical
and Experimental Laboratory
(LUMINX)
Dr. Andrew Conly, Director
• Lakehead University Nutrient Ecology
Laboratory (LUNE)
Dr. Ellie Prepas, Director
• Lakehead University Wood Science
Testing Facility (LUWSTF)
Dr. Mathew Leitch, Director
• LEVTEK
Gary Rathje, Manager
• Paleo-DNA Laboratory (PDL)
Allan MacKenzie, Director
• Resource Centre for Occupational
Health and Safety (RCOHS)
Ina Chomyshyn, Director

�auditors' report

IBDO

BDO Dunwoody LLP
Chartered Accountants
and Advisors

To the Chair and Members of
The Board of Governors of Lakehead University
We have audited the financial statements of Lakehead University as at and for the year ended
April 30, 2008 comprising of the following:
Balance Sheet
Statement of Revenue and Expenses
Statement of Changes in Net Assets
Statement of Cash Flows
These financial statements are the responsibility of the University's management. Our responsibility is to express an
opinion on these financial statements based on our audit.
We conducted our audit in accordance with Canadian generally accepted auditing standards. Those standards
require that we plan and perform an audit to obtain reasonable assurance whether the financial statements are
free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts
and disclosures in the financial statements. An audit also includes assessing the accounting principles used and
significant estimates made by management as well as evaluating the overall financial statement presentation.
In our opinion, these financial statements present fairly, in all material respects, the financial position of the
University as at April 30, 2008 and the results of its operations and its cash flows for the year then ended in
accordance with Canadian generally accepted accounting principles.

"BOO Dunwoody LLP" (signed)
Chartered Accountants
Thunder Bay, Ontario
August 12, 2008

14

Lakehead University Annual Report 2007-2008

�LAKEHEAD UNIVERSITY

balance sheet
2008

2007

$ 31,609
6,364
749
84,279
4,390
97,941

$ 29,988
6,360
2,833
80,461
4,507
105,221

$ 225,332

$229,370

$

9,560
979
17,583
35,859
103,410

$ 11,796
1,907
15,441
41,015
104,614

167,391

174,773

April 30 (in thousands of dollars)
Assets
Cash
Accounts receivable (Note 3)
Inventories and prepaid expenses
Long-term investments (Note 4)
Deferred charge (Note 5)
Capital assets (Note 6)

Liabilities and Net Assets
Liabilities
Accounts payable and accrued charges (Note 7)
Faculty early retirement program costs (Note 8)
Deferred revenue (Note 9)
Deferred capital contributions (Note 1O)
Long-term debt (Note 11)

Net assets
Internally restricted (Note 12)
Investment in capital assets (Note 13)
Endowments (Note 14)
Unrestricted

On behalf of the Board of Governors:

"D.P. Campbell" (signed)

"F.F. Gilbert" (signed)

Chair

President

The accompanying notes are an integral part of these financial statements.

24,996
1,416
32,119
(590)

23,050
2,934
30,636
(2,023)

57,941

54,597

$ 225,332

$229,370

�Lr-"\1'-LI ILr-"\V Vl'III V LI\..JI I

I

statement of revenue and expenses
For the year ended April 30 (in thousands of dollars)
Revenue
Government grants for general operations
Government and other grants for restricted purposes
Student fees
Sales of goods and services
Investment income
Donations
Contract research
Sundry
Amortization of deferred capital contributions

2008

2007

$ 56,592

$ 54,514

14,301
37,618
14,903
1,086
959
1,568
2,117
6,326

9,763
35,854
14,924
7,881
1,862
3,072
1,804
6,309

135,470

135,983

77,231
5,825
6,427
14,211
117
6,270
527
8,132
3,498
2,724
3,905
5,743

71, 137
4,862
6,468
13,898
117
4,556
465
6,827
3,658
2,789
3,568
5,666

134,610

124,011

860

$ 11,972

Expenses
Salaries and benefits
Operational supplies and expenses
Cost of sales and services
Amortization of capital assets
Amortization of deferred charges
Building and equipment maintenance
Municipal taxes
Scholarships, bursaries and awards
Utilities
Travel
Other
Interest on long term debt

Excess of revenue over expenses for the year

The accompanying notes are an integral part of these financial statements.

16

Lakehead University Annual Report 2007-2008

$

�LAKEHEAD UNIVERSITY

.

statement of changes zn net assets
For the year ended April 30 (in thousands of dollars)

Internally
Restricted

Investment
in Capital
Assets

(Note 12)

Balance, beginning of year
Change in accounting policies
(Note 2a)

$

2,934

$

30,636

$

(2,023)

$

(2,023)

30,636

2,934

Total

54,597

$ 32,369

55,610

860

{1,518)
12
1,247
224

$

1,416

The accompanying notes are an integral part of these financial statements.

$

32,119

860

11,972

1,247

9,301

224

955

57,941

$ 54,597

(933)
1,518
(12)

933

24,996

Total

1,013

24,063

$

2007

(Note 14)

(Note 13)

$

Unrestricted

1,013

Net assets, beginning of year,
as restated
Excess of revenue over expenses
for the year
Change in internally restricted
net assets
Change in investment in capital assets
Transfer to endowments
Endowment contributions
Capital preservation
of endowments
Balance, end of year

23,050

Endowments

2008

$

(590)

$

�LAKEHEAD UNIVERSITY

statement of cash flows
For the year ended April 30 (in thousands of dollars)
Cash flows from operating activities
Excess of revenue over expenses for the year
Items not involving cash
Amortization of capital assets
Amortization of deferred charge
Amortization of deferred capital contributions
Change in accounting policies, long term investments (Note 2a)

$

Net change in non-cash working capital balances
related to operations (Note 20)

Increase (decrease) in cash for the year
Cash, beginning of year

Lakehead University Annual Report 2007-2008

$ 11,972

14,211
117
(6,326)
1,013

13,898
117
(6,309)

9,875

19,678

$

(1,616)
18,062

2,142
1,170

16
(1,323)
(1,141)
235
(595)
1,941

1,180

(867)

(928)
(1,204)

Investing activities
Endowment contributions
Capital preservation of endowments
Purchase of capital assets
Change in long term investments, net

18

860

9,719

Financing activities
Increase in faculty early retirement program
Faculty early retirement program payments
Long term debt principal repayments
Proceeds from long term debt
Increase (decrease) in deferred revenue
Deferred capital contributions received

The accompanying notes are an integral part of these financial statements.

2007

(156)

Cash provided by operating activities

Cash, end of year

2008

1,247
224
(6,931)
(3,818)

9,301
955
(12,090)
(18,293)

(9,278)

(20,127)

(8,098)

(20,994)

1,621

(2,932)

29,988

32,920

31,609

$ 29,988

�LAKEHEAD UNIVERSITY

notes to the financial statements
April 30, 2008 (in thousands of dollars)
1.

Authority and Purpose
Lakehead University was incorporated as a university when the Lakehead University Act was given Royal Assent by the Lieutenant Governor of
Ontario in 1965. Lakehead University serves a dual role in that it provides Northwestern Ontario with regional access to higher education while
being committed to academic excellence on the provincial, national and international scenes.
These financial statements reflect the assets, liabilities, net assets, revenue, expenses and other transactions of all of the operations controlled
by the University. Accordingly, these financial statements include the academic, administrative and other operating expenditures funded by
fees, grants and other general revenue, restricted purpose endowment funds, and the ancillary operations, such as residences, food services,
bookstore and parking.
The University also has an economic beneficial interest in the Lakehead University pension plan, the activities of which are not consolidated into
these financial statements (Note 17). The Lakehead University Pension Investment Fund is audited separately.
The Northern Ontario School of Medicine is incorporated under the Ontario Business Corporations Act and is a not for profit organization. The
School of Medicine was created in order to provide medical education in Northern Ontario. The University, along with Laurentian University, the
only voting members of the School, has significant relationships with the School but the University has no claim to the net operating assets of
the School and the University is not liable for any direct or contingent liabilities of the School. Accordingly, the operations of the School are not
included in these financial statements.
The University is a not-for-profit organization and, as such, is exempt from income taxes under the Income Tax Act (Canada).

2.

Summary of Significant Accounting Policies
The financial statements of the University have been prepared in accordance with accounting principles generally accepted in Canada within
the framework of the accounting policies summarized below:
a) Change in Accounting Policies
On May 1, 2007 the University adopted four new accounting standards that were issued by the Canadian Institute of Chartered Accountants
("CICA"). These standards were: Comprehensive Income (handbook "Section 1530"), Financial Instruments - Recognition and Measurement
(handbook "Section 3855"), Financial Instruments - Disclosure and Presentation (handbook "Section 3861 "), and Hedges (handbook
"Section 3865 "). As a result of the change, as at May 1, 2007 investments were increased by $1,013 and restricted net assets were
increased by $1,013. In accordance with the transitional requirements, the comparative amounts have not been restated.
b) Investments
Investments are carried at fair value except for the marketable securities consisting of stripped coupon bonds. The calculation of estimated
fair value is based upon market conditions at a specific point in time and may not be reflective of future fair values. Changes in fair values
from one year to the next are reflected in the statement of operations in investment income or in endowments.
The value of investments recorded in the financial statements is determined as follows:
1. Investments in pooled funds are valued at their reported net asset value per unit.
2. Publicly traded bonds are determined based on the latest bid prices.
3. Private investment interests, which consist of common shares in a Private Canadian Controlled Company, life insurance policies and other
shares, are valued at cost. The university believes the carrying value of these financial instruments is a reasonable estimate of fair value.
c) Inventories
Inventories, which consist of goods held for resale, are recorded at the lower of cost and net realizable value. Cost is generally determined
on a first in, first out basis.
d) Capital Assets
Purchased capital assets are recorded at cost. Contributed capital assets are recorded at fair value at the date of contribution. Capital assets
are amortized on a straight-line basis over their estimated useful lives, which are:
Site development
Buildings
Leasehold improvements
Furniture and equipment
Library books
Interest incurred on funds borrowed during construction is capitalized as a cost of the project.

1O years
20 and 40 years
3 years
5 years
5 years

�LAKl:Hl:ALJ UNIVl:R~ITY

notes to the financial statements
April 30, 2008 (in thousands of dollars)
2.

Summary of Significant Accounting Policies (cont'd)
e) Revenue Recognition
The University follows the deferral method of accounting for contributions, which include donations and government grants. Unrestricted
contributions are recognized as revenue when received or receivable if the amount to be received can be reasonably estimated and collection
is reasonably assured. Unrestricted donations are recorded on a cash basis since pledges are not legally enforceable claims. Contributions
externally restricted for purposes other than endowment are deferred and recognized as revenue in the year in which the related expenses
are recognized . Endowment contributions are recognized as direct increases in net assets in the year in which they are received . Student fees
are recognized as revenue when courses and seminars are held. Sales and services revenue is recognized at point of sale or when the service
has been provided .
f) Contributed Materials and Services
Volunteers contribute an indeterminable number of hours per year. Because of the difficulty of determining their fair value, contributed
services are not recognized in these financial statements.
g) Use of Estimates
The preparation of financial statements in accordance with generally accepted accounting principles requires management to make estimates
and assumptions that affect the reported amounts of assets and liabilities at the date of the financial statements and the reported amounts
of revenues and expenses during the reporting period.
Actual results could differ from management's best estimates as additional information becomes available in the future .
h) Financial Instruments
Financial instruments consist of cash, accounts receivable, long-term investments, accounts payable and accrued charges and long-term debt.
Unless otherwise noted, it is management's opinion that the University is not exposed to significant interest, currency, or credit risks arising
from its financial instruments and the carrying amounts approximate fair values.
The University recognizes and measures financial assets and financial liabilities on the balance sheet when they become a party to the
contractual provisions of a financial instrument. All transactions related to financial instruments are recorded on a settlement date basis. All
financial instruments are measured at fair value on initial recognition . Measurement in subsequent periods depends on whether the financial
instrument has been classified as "held for trading", "loans and receivables", "held to maturity", "available for sale" or "other financial
liabilities" .
"Held for trading" financial instruments are recognized initially at fair value and transaction costs are taken directly to the statements
of earnings and equity. They are subsequently measured at fair value and gains and losses arising from changes in fair value of these
instruments are recorded in the statements of earnings and equity. Long term investments and cash have been classified as "held for
trading" by the University.
"Loans and receivables" are non-derivative financial assets with fixed or determinable repayment dates, usually with interest, that are not
debt securities or instruments classified as "held for trading" on initial recognition. These instruments are initially recognized at fair value
including direct and incremental transactions costs. They are subsequently valued at amortized cost using the effective interest method less
any provision for impairment. Accounts receivable has been classified as "loans and receivables" .
"Held to maturity" investments include financial assets with fixed or determinable payments that the University's management has the
intention and ability to hold to maturity. They are initially recognized at fair value including direct and incremental transaction costs . They are
subsequently valued at amortized cost using the effective interest method less any provision for impairment. Specific stripped coupon bonds
have been classified as "held to maturity" .
"Other financial liabilities" are non-derivative financial liabilities and include accounts payable and accrued charges and long-term debt.
These instruments are initially recognized at fair value including direct and incremental transaction costs . They are subsequently measured at
amortized cost using the effective interest method.
The fair value of a financial instrument is the amount of consideration that would be agreed upon in an arm's-length transaction between
knowledgeable, willing parties who are under no compulsion to act. Fair values are determined by reference to quoted bid or asking prices as
appropriate, in the most advantageous active market for that instrument to which the University has immediate access.
Fair values determined using valuation models require the use of assumptions concerning the amount and timing of estimated future cash
flows and discounted rates. In determining those assumptions, external readily observable market inputs including interest rate yield curves,
currency rates and price and rate volatilities are considered, as applicable .

20 Lakehead University Annual Report 2007-2008

�LAKEHEAD UNIVERSITY

notes to the financial statements
April 30, 2008 (in thousands of dollars)
2.

Summary of Significant Accounting Policies (cont'd)
i) Financial Accounting Changes
The CICA has issued two new accounting standards, Handbook Section 3862, Financial Instruments - Disclosures and Handbook Section
3863, Financial Instruments - Presentation, which enhance the abilities of users of financial statements to evaluate the significance of
financial instruments to an entity, related exposures and the management of these risks.
The CICA has also issued a new accounting standard, CICA 1535, Capital Disclosures, which requires the disclosure of qualitative and
quantitative information that enables users of financial statements to evaluate the entity's objectives, policies and processes for managing
net assets .
These new standards will be effective for the University starting May 1, 2008 .

3.

Accounts Receivable
Accounts receivable consist of the following:
2008
Tuition and residence fees
Interest and sundry accounts
Sponsored research monies
Capital grants from government

4.

2007

$

470
2,155
3,635
104

$

497
2,851
2,887
125

$

6,364

$

6,360

Long-Term Investments
Long-term investments consist of the following:

Pooled funds
Marketable securities carried at fair value (2007 at cost)
Marketable securities carried at cost

2008

2007

$

75,595
5,486
3,198

$ 72,966
4,439
3,056

$

84,279

$ 80,461

The pooled funds consist of units held in balanced funds in trust and managed by professional external fund managers. The market value of
the University's investment in these funds as at April 30, 2008 was $75,595 (2007 - $72,966). The increase in the investment during the fiscal
year of $2,629 includes receipts of $3,101 and investment loss of $472 . Included in the pooled funds are internally restricted amounts created
from excess borrowings of the Series A unsecured debenture described in 11.7. The market value as at April 30, 2008 is $38,488 representing
an initial investment of $32,912 and investment income of $5,576; $2,356 of the investment income has been allocated to the University
operations (($116 - 2008, $2,240 - 2007) (Note 12). Also included in the pooled funds is $3,566 (2007 - $2,147) of a debt repayment sinking
fund for project loans being amortized over their initial terms.
Marketable securities carried at fair value consist of investments in government and corporate bonds of $5,372 (2007 - $4,426 carried at cost),
life insurance policies of $23 (2007 - $12), and shares of $91 (2007 - $1 ). The market value of the marketable securities as at April 30, 2008
was $5,486 (2007 - $5,452) . The bonds mature between 2007 and 2035 with annual yields ranging from 4 .2% to 8.5%.
Included in the marketable securities carried at cost are Government of Canada and Ontario stripped coupon bonds originally purchased at a
cost of $597 with average effective annual yields of approximately 10.4% maturing during 2008 and 2009 for a total value of $3,603 . These
proceeds will be used to repay a mortgage on residence townhouses described in Note 11 .1. Interest accrued from the original purchase date
to April 30, 2008 amounting to $2,587 has been added to the asset value resulting in a sinking fund balance of $3,184 (2007 - $2,886). Other
securities carried at cost amount to $14.

�LAl\.t:Mt:AU Ul'JIVt:tC&gt;I I Y

notes to the financial statements
April 30, 2008 (in thousands of dollars)

5.

Deferred Charge

The deferred charge represents refinancing costs incurred in connection with the $100 million Series A unsecured debenture issue and is being
amortized over the term of the debt (40 years). Amortization cost recognized in fiscal 2008 is $117 (2007 - $117).

6.

Capital Assets
2008

Cost

Land
Site development
Buildings
Furniture and
equipment
Leasehold
improvements
Library books
Construction
in progress
(Note 19a)

$

Net
Book
Value

Accumulated
Amortization

$

$
5,683
72,074

1,747
2,282
81,767

101,101

93,305

7,796

1,487
36,827

991
33,084

496
3,743

303,078

Cost
$

Net
Book
Value

Accumulated
Amortization
$

1,747
7,524
152,421

$
5,403
67,716

1,747
2,121
84,705

98,014

85,949

12,065

1,487
34,955

495
31,364

992
3,591

110

110

$

7.

1,747
7,965
153,841

2007

$

205,137

$

97,941

$

296,148

$

190,927

$

105,221

Accounts Payable and Accrued Charges

The accounts payable and accrued charges consist of the following:
2008

Trade accounts
Payroll liabilities
Vacation pay liability
Capital projects

8.

2007

$

6,216
808
2,142
394

$

6,825
1,208
2,229
1,534

$

9,560

$

11,796

Faculty Early Retirement Program Costs

The University offers a voluntary early retirement program to qualifying University faculty. The estimated accrued liability represents the cost of
contractual payments and benefits owed to participating faculty members. These retirement costs will be paid out approximately as follows:
2008

2008
2009
2010
2011
2012

$

$

893
536
304
141
33

$

1,907

501
304
141
33

$

9.

2007

979

Deferred Revenue

Deferred revenue represents unspent externally restricted monies received in the current and prior years for services to be provided in a future
year as follows:
2008

Research
Other restricted purposes

22 Lakehead University Annual Report 2007-2008

2007

$

10,908
6,675

$

$

17,583

$15,441

9,750
5,691

�LAKEHEAD UNIVERSITY

notes to the financial statements
April 30, 2008 (in thousands of dollars)
10.

Deferred Capital Contributions
Deferred capital contributions represent the unamortized amount of donations and grants received for the purchase of capital assets. The
amortization of capital contributions is recorded as revenue in the statement of revenue and expenses and is calculated on the same basis as the
amortization expense related to the acquired capital assets. The changes in the deferred capital contributions balance are as follows:

11.

2008

2007

Balance, beginning of year
Add: contributions received for capital asset purchases
Less: amortization of deferred capital contributions

$

41,015
1,170
(6,326)

$ 45,383
1,941
(6,309)

Balance, end of year

$

35,859

$ 41,015

Long-Term Debt
2008
11.1

11.2

11.3

11.4

11.5

11.6

11.7

Ontario Housing Corporation - 6 Residence Townhouses
Mortgage payable, interest payable semi-annually at 9.26% per annum. The principal
is due and payable in full on December 1, 2009. A sinking fund has been established
to repay the principal upon maturity. A total of $597 has been invested in stripped
coupon bonds and together with accrued interest of $2,587, the value of the sinking
funds as of April 30, 2008 is $3, 184 (2007 - $2,886) (Note 4).
Ontario Housing Corporation Long-Term Lease
Obligation - 480 Bed Student Residence
The University leases a residence under an agreement with the Ontario Student Housing
Corporation. The University is responsible for managing, operating and maintaining the
residence. Further, the University has agreed to reimburse the Corporation over a fifty-year
period ending December 1, 2019, for principal and interest, through semi-annual
installment payments of $78 including interest at 6.80%. Upon satisfaction of this
obligation, title to the building will vest in the University. Since this agreement is, in
substance, a purchase of the building by the University, being financed by the Ontario
Student Housing Corporation, the cost of the building is included in capital assets.
The Sisters of St. Joseph - Avila Centre
Mortgage payable, interest at 6.00% per annum, payable over fifteen years through
varying annual payments, including interest (2008 - $264; 2007 - $249), maturing
May 21, 2008.
Sun life Financial - 874 Tungsten St.
Mortgage payable, interest at 6.42% per annum, monthly payments, including interest,
of $4, maturing July 2009.
Promissory Note - 874 Tungsten St.
Promissory note, secured by second mortgage, non-interest bearing, monthly principal
payments of $1, maturing March 2010.
Promissory Note - Northwestern Ontario Innovation Centre Inc.
Promissory note, unsecured, non-interest bearing, annual principal payments of $23,
maturing November 2015.
Debenture Payable
On November 15, 2005, the University issued Series A unsecured debenture in the
aggregated principal amount of $100,000. The debenture bears interest at 5.301 %.
Principal and interest are payable semi-annually on May 15 and November 15 in
installments of $3,023 ending November 15, 2045. The proceeds of the issue were used
to repay the debt to the Royal Bank of Canada including termination costs, to finance
Phase 2 of the Heating, Refrigeration and Air Conditioning Retrofit and to establish a
university "University Investment Portfolio" in the amount of $32,912 (Note 4). Included
in the pooled funds (Note 4) is $3,566 (2007 - $2,147) of a debt repayment sinking
fund for project loans being amortized over their initial terms. The fair value of the
debenture at April 30, 2008 was $98,245 (2007 - $100,271)

$

3,600

2007

$

3,600

1,257

1,329

14

261

260

293

23

35

188

212

98,068

98,884

$ 103,410

$ 104,614

�LAKl:.Hl:.AU UNIVl:.K::,II Y

notes to the financial statements
April 30, 2008 (in thousands of dollars)
11.

Long-Term Debt (cont'd)

Anticipated requirements to meet the principal portion of the long-term debt repayments over the next five years are as follows:
Amount

Date

2009
2010
2011
2012
2013
Thereafter

$

1,021
4,846
1,064
1,121
1,181
94,177

$ 103,410
The University has available an operating line of credit of $3,000, with interest at the bank's prime lending rate (4.75% per annum at year-end).

12.

Internally Restricted Net Assets

Internally restricted net assets are funds committed for specific purposes as follows:
2008

Operating Fund
Repairs and replacements
Self-insurance
Unexpended budgets and departmental incomes
Future year's budget
Ancillary Enterprises
Retail operations
Food services
Residence reserve for repairs and replacements
Other ancillary
Restricted Funds
University general trust fund
Interest earned on investment from excess borrowings
Unexpended capital funds
Research funds
Bond sinking fund

$

$

13.

5,428
250
4,488
536

2007

$

3,340
250
4,170
4,260

485
59
235
299

160
62
229
112

3,855
3,220
1,079
1,496
3,566

4,310
3,171
221
618
2,147

24,996

$ 23,050

2008

2007

97,941

$ 105,221

Investment in Capital Assets

The investment in capital assets consists of the following:
Capital assets, net book value
Less amounts financed by:
Long term debt (net of residence and bond sinking funds)
Deferred capital contributions

$

(61, 147)
(35,378)

$

24

Lakehead University Annual Report 2007-2008

1,416

(62,109)
(40,178)
$

2,934

�LAKEHEAD UNIVERSITY

notes to the financial statements
April 30, 2008 (in thousands of dollars)

13.

Investment in Capital Assets (cont'd)
2008

The change in investment in capital assets is calculated as follows :

Repayment of long-term debt
Increase in residence and bond sinking fund
Purchase of capital assets internally financed

$

Amortization expense
Less : Amount of amortization expense related to
capital assets purchased with restricted contributions

878
298
5,191

2007

$

6,367

7,131

14,211

13,898

(6,326)

(6,309)

7,885
Net decrease

14.

$

832
270
6,029

(1,518)

7,589
$

(458)

Endowments
Endowments consist of externally restricted donations received by the University. The endowment principal is required to be maintained intact.
The investment income generated from endowments must be used in accordance with the various purposes established by donors. The
University ensures, as part of its fiduciary responsibilities, that all funds received with a restricted purpose are expended for the purpose for
which they were provided .
The value of the investment portfolio for endowed funds included in the total investments disclosed in Note 4 is equal to
$32, 119 (2007 - $30,636) .

15.

Ontario Student Trust Funds
Externally restricted endowments of $32, 119 (2007 - $30,636) include grants provided by the Government of Ontario from the Ontario
Student Opportunity Trust Fund (OSOTF) Phase I and Phase II and the Ontario Trust for Student Support (OTSS) matching programs to award
student aid as a result of raising an equal amount of endowed donations .

OSOTF (Phase I)
2008

2007

OSOTF endowment balance, beginning of year
Capitalized interest

$

6,943
26

$

6,776
167

OSOTF endowment balance, end of year

$

6,969

$

6,943

Expendable funds, beginning of year
Change in Accounting Policy (note 2a)

$

1,070
183

$

578

Expendable funds, end of year

$

773

$

$

7,004

1,070
422

293

Number of bursaries awarded
Market Value of Endowment

578
790
(298)

1,253
(164)
(316)

Expendable funds, beginning of year as restated
Realized investment income
Bursaries awarded

$

7,264

�LAKEHEAD UNIVERSITY

notes to the financial statements
April 30, 2008 (in thousands of dollars)
15.

Ontario Student Trust Funds (cont'd)
OSOTF (Phase 11)
2008

2007

OSOTF endowment balance, beginning of year
Capitalized interest

$

1,615
10

$

1,563
52

OSOTF endowment balance, end of year

$

1,625

$

1,615

Expendable funds, beginning of year
Realized investment income
Bursaries awarded

$

139
(46)
(69)

$

15
181
(57)

Expendable funds, end of year

$

24

$

139

64

Number of bursaries awarded
Market Value of Endowment

$

1,613

36

$

1,725

OTSS
The Ontario Trust for Student Support (OTSS) program requires separate reporting of the balances as at March 31 and the details of the changes
in the balances.
The following is the schedule of donations received for the period from April 1, 2007 to March 31, 2008 (April 1, 2006 to March 31, 2007).
2008
Donations eligible for matching
Donations not yet eligible for matching

$

Total cash donations

$

513

2007

$

890
75

$

965

2
515

The following is the schedule of changes in endowment fund balance for the period April 1, 2007 to March 31, 2008 (April 1, 2006 to
March 31, 2007).
2008
Endowment balance, beginning of year
Cash donations received
Matching funds received/ receivable
Preservation of capital

$

Endowment balance, end of year

$

2007

3,743
515
625
160

$

5,043

$

1,888

965
890

3,743

The following is the schedule of changes in expendable funds available for awards for the period April 1, 2007 to March 31, 2008 (April 1,
2006 to March 31, 2007).
2008
Expendable funds, beginning of year
Realized investment income
Bursaries awarded

$

Expendable funds, end of year

$

Number of bursaries awarded

26

Lakehead University Annual Report 2007-2008

2007

202
(101)
(151)

$

(SO)

$

66

234
(32)
202
16

�LAKEHEAD UNIVERSITY

notes to the financial statements
April 30, 2008 (in thousands of dollars)
16.

Property and Liability Insurance

The University participates in a reciprocal exchange of insurance risks in association with forty-five other Canadian universities. This
self-insurance cooperative involves a contractual agreement to share the property insurance and liability risks of member universities.
The projected cost of settled claims will be funded through members' premiums based on actuarial projections. It is anticipated that a
surplus will be created over time as a cushion against unexpected losses. In addition, the reciprocal has obtained substantial reinsurance with
commercial insurers to cover major claims in excess of $2,500 per occurrence for property losses and in excess of $5,000 per occurrence for
liability losses.
In the event that premiums are not sufficient to cover claim settlements, the member universities would be subject to an assessment in
proportion to their participation.

17.

Pension Plan

The University has two separate pension plans.
17.1

Pension Plan for Professional Staff

The Pension Plan for Professional Staff is a contributory defined contribution pension plan. Faculty members and librarians contribute
6.5% of their earnings through payroll deductions. The University contributes 8.05% effective January 1, 2005 (7.8% prior to January 1,
2005). Non-faculty members contribute 8.05%, and the University matches these contributions.
The Plan provides for a defined benefit guarantee for service prior to January 1, 1997 and removes the minimum pension based on
a formula for future pensions commencing in 1997. The Plan's surplus will be increased by an amount equivalent to the Pension
Guarantee Account remaining after provision for estimated pensions based upon the defined benefit guarantee. No part of this
guarantee account and surplus is recognized in the financial statements as the amount may not be withdrawn by Lakehead University,
nor may it be used to match contributions to the fund.
Information about the defined benefit guarantee portion of this pension plan at April 30, 2007 is as follows based on an actuarial
valuation prepared on a going concern basis at December 31, 2006.
Pension plan assets
Pension plan liabilities

$202,637
199,671

Estimated pension plan surplus

$

2,966

The significant actuarial assumptions adopted in calculating the above amount include a discount rate of 6%, a general salary increase
of 3.5% per annum, and mortality tables of UP94@15.
In the event that an actuarial valuation discloses a going concern unfunded liability or a solvency deficiency as defined by the Pension
Benefits Act (1987), the University will be obligated to make additional contributions as required by the Act. The actuarial valuation of
the Plan at December 31, 2006, reported that based on then current provisions, the Plan was fully funded with no solvency deficiency
and no requirement for additional University contributions. The next valuation should be carried out no later than December 31, 2009.
17.2

Lakehead University Employee Pension Plan

The Lakehead University Employee Pension Plan is a contributory defined contribution pension plan. Under the Plan, employees
contribute in a range from 7.15% to 7.90% of their earnings. The University matches the regular pension contributions made by
members of the Plan.
University Pension Plan contributions, together with investment income earned on the contributions, are applied on retirement to
provide pensions as defined in the Plan. In addition to their regular contributions, members may voluntarily contribute additional
contributions to provide increased benefits. Both employee and employer contributions are paid into the integrated Canada Pension and
University Pension Plans.
The employee benefits expense for the year includes pension expense of $2,420 (2007 - $2,399) and faculty early retirement benefits
of $nil (2007 - $18).

18.

Contingent Liabilities

a)

At April 30, 2008, the University was guarantor of five (2007 - nine) housing loans for faculty and staff in the amount
of $49 (2007 - $109).

b)

The nature of the University's activities is such that there is usually litigation pending or in prospect at any one time. With respect to
claims at April 30, 2008, the University believes it has valid defenses and appropriate insurance coverage in place. In the unlikely event
any claims are successful such claims are not expected to have a material effect on the University's financial position.

�LJ-\1\.CnCJ-\U Ul'&lt;IIVCl"\:)11 T

notes to the financial statements
April 30, 2008 (in thousands of dollars)
19.

20.

Commitments
a)

The estimated cost to complete the Orillia Campus Building in progress at April 30, 2008 is $40,000 . The $40,000 will be funded
from donations, private sector contributions and borrowings . The ratio of borrowings to donations will depend on the success of the
fundraising campaign.

b)

The following are the future minimum annual operating lease payments due over the next five years:

Date

Amount

2009
2010
2011
2012
2013

$

524
318
214
122
120

Statement of Cash Flows
The net change in non-cash working capital balances related to
operations consist of the following :

2008
Accounts receivable
Inventory and prepaid expenses
Accounts payable and accrued charges

21.

2007

$

(4)
2,084
(2,236)

$

(807)
(2,064)
1,255

$

(156)

$

(1,616)

Related Party Transactions
During the year, the University undertook the following transactions with Northern Ontario School of Medicine:

2008
Recoveries and charges for goods and services

$

1,230

2007
$

1,331

These transactions were in the normal course of operations and were measured at the exchange value, which is the amount of consideration
established and agreed by the parties to the transaction and approximates the arm's length equivalent value.

22.

SubsequentEvent
On July 14, 2008, the University experienced a fire on the east wing of the Braun Building. The amount of damages is estimated at $2,500.
With the exception of a deductible of $40 for building and contents and a deductible for $1 O for computer equipment, the insurance coverage
should reimburse the University for replacement costs.

23.

Comparative Amounts
The comparative amounts presented in the financial statements have been restated to conform to the current year's presentation.

28

Lakehead University Annual Report 2007-2008

�university facts
Established:

July1,1965

Total Enrolment:

7,909 including 6,462 full-time graduate and undergraduate students

Full-time Faculty:

313

Employees:

2,250 including approximately 700 full-time positions

Alumni:

42,875

Faculties:

Business Administration
Education
Engineering
Forestry and the Forest Environment
Graduate Studies
Medicine (Northern Ontario School of Medicine, West Campus)
Professional Schools*
Science and Environmental Studies
Social Sciences and Humanities
*Name changed to Health and Behavioural Sciences on July 1, 2008

Economic Impact of Lakehead University:

$288.1 M on the City of Thunder Bay in fiscal 2007-2008
$7 .7M on the City of Orillia in fiscal 2007-2008

Geographic Origin of Students
2007-2008

Northwestern Ontario 50.2%

International 2.0%
Other Provinces 5.5%

Rest of Ontario 42.3%

Residence Accommodation
Number of Beds 2007-2008

1,190

Contact Information
La kehead University Annual Report 2007-2008 is posted online at www.lakeheadu .ca/report/
For more information contact:

Eleanor Abaya
Director of Communications
Lakehead Un iversity
955 Oliver Road, Thunder Bay, Ontario
Canada P7B SE 1

Phone : (807) 343-8372
Fax: (807) 346-7770
E-mail: eleanor.abaya@lakeheadu .ca

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