PACIFIC LUTHERAN UNIVERSITY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC LUTHERAN UNIVERSITY INC (EIN 91-0565571)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-04-08
- IRS object ID
- 202530989349301813
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-08T17:28:28+00:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Wayne Street Suite 600 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910565571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pacific Lutheran University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PACI | BusinessNameControlTxt |
| Phone | 2535357104 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12180 PARK AVE S | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98447 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick Gehring | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2535357104 | PhoneNum |
| Signature | 2025-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Preparation | 2025-04-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLAN BELTON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12180 PARK AVE S | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98447 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $203,314,316 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PLU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | PLU PURPOSEFULLY INTEGRATES THE LIBERAL ARTS, PROFESSIONAL STUDIES & CIVIC ENGAGEMENT THROUGH DISTINCTIVE INTERNATIONAL PROGRAMS & FACULTY MENTORED RESEARCH OPPORTUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 1501 | TotalEmployeeCnt |
| Total Volunteers | 387 | TotalVolunteersCnt |
| Total Gross UBI | $738,305 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,753,384 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,618,125 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $138,324,636 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $142,615,285 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,180,802 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,312,444 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$615,457 | PYOtherRevenueAmt |
| CY Other Revenue | -$31,806 | CYOtherRevenueAmt |
| PY Total Revenue | $158,643,365 | PYTotalRevenueAmt |
| CY Total Revenue | $165,514,048 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $68,186,198 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $69,896,104 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $58,356,691 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $59,600,702 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,712,874 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,382,345 | PYOtherExpensesAmt |
| CY Other Expenses | $39,056,151 | CYOtherExpensesAmt |
| PY Total Expenses | $161,925,234 | PYTotalExpensesAmt |
| CY Total Expenses | $168,552,957 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,281,869 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,038,909 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $273,406,035 | TotalAssetsBOYAmt |
| Total Assets EOY | $293,352,083 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $89,304,703 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $89,944,170 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $184,101,332 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $203,407,913 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLU SEEKS TO EDUCATE STUDENTS FOR LIVES OF THOUGHTFUL INQUIRY, SERVICE, LEADERSHIP AND CARE - FOR OTHER PEOPLE, FOR THE COMMUNITY AND FOR THE EARTH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $113,851,876 | ExpenseAmt |
| Grant | $69,896,104 | GrantAmt |
| Revenue | $122,600,547 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,931,187 | ExpenseAmt |
| Desc | 1) OPERATIONS AND MAINTENANCE OF PLANT INCLUDING DEPRECIATION, INTEREST EXPENSE AND AMORTIZATION. 2) PUBLIC SERVICE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,424,360 | ExpenseAmt |
| Revenue | $14,956,902 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,786,525 | ExpenseAmt |
| Revenue | $4,320,664 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: PLU OFFERS NINE RESIDENCE HALLS; EIGHT TRADITIONAL STYLE RESIDENCE HALLS AND ONE APARTMENT-STYLE COMPLEX. DURING THE 2022-23 ACADEMIC YEAR, ON CAMPUS RESIDENTIAL STUDENTS SERVED 1134 STUDENTS IN THE FALL AND SPRING SEMESTERS. PLU DELIVERED DINING SERVICES TO STUDENTS, FACULTY, STAFF AND THE NEIGHBORING COMMUNITY. WE ARE DEDICATED TO PROVIDING NUTRITIONALLY SOUND AND SUSTAINABLY SOURCED MEALS AT OUR MODERN DINING HALL, AT A NOTED RESTAURANT OPEN TO THE PUBLIC AND CAMPUS COMMUNITY, AND THROUGH SEVERAL CONVENIENT QUICK-SERVE OPTIONS LOCATED ACROSS CAMPUS. DINING SERVICES IS A CAMPUS LEADER IN SUSTAINABLE INITIATIVES, OFFERS NUTRITION EDUCATION AND CULINARY ADVENTURE CLASSES, AVAILABLE TO EVERYONE. PLU HOSTED OVER 27,000 GUESTS ATTENDING APPROXIMATELY 60 NON-PLU CONFERENCES, CAMPS AND EVENTS DURING 2022-2023. CONFERENCES RANGE IN SIZE FROM ONE-DAY TRAININGS TO OVERNIGHT RETREATS; EDUCATION CONFERENCES; MUSIC CONCERTS; SPORTS CAMPS AND CLINICS. PLU'S HOSPITALITY SERVICES AND CAMPUS RESTAURANTS, INCLUDING THE CATERING DEPARTMENT, PROVIDES MEALS FOR MOST EVENTS AS WELL AS PLU FUNCTIONS. PLU RENTED RESIDENCE HALL ROOMS AND CAMPUS MEETING SPACES TO NEARLY 3000 GUESTS OVER THE SPAN OF 2 MONTHS DURING THE SUMMER CONFERENCE SEASON. DURING THE 2022-2023 FISCAL YEAR NEARLY 50 EXTERNAL EVENTS WERE CANCELLED DUE TO COVID-19, WHICH WOULD HAVE BROUGHT AN ADDITIONAL 15,000 GUESTS TO CAMPUS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,786,525 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $4,320,664 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $155,993,948 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2994 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1501 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHALITA MYRICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2535357104 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12180 PARK AVENUE SOUTH | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98447 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BRUCE DEAL | |||||||||
| REGENT/VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| L Allan Belton | |||||||||
| President | 40.0 | 0.0 | Yes (X) | Yes (X) | $402,500 | $0 | $77,133 | ||
| MARK GRIFFITH | |||||||||
| REGENT/VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE LONG | |||||||||
| REGENT/CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS SAATHOFF | |||||||||
| REGENT/VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TROY ANDRADE | |||||||||
| REGENT/SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ARNE NESS | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BEN WARWICK | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID COY | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAYNEE GROSETH | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JONETTE BLAKNEY | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH MAYER | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOYCE BARR | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KATHI LITTMANN | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LAURIE LARSON-CAESAR | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LAURIE SOINE | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK MILLER | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MATT ISERI | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MEGGAN MANLOVE | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA BURAD | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SALVADOR MUNGIA | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SARA KASS | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT BARNUM | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT SQUIRES | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SHEILA RADFORD-HILL | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SHELLEY BRYAN-WEE | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STACY WILSON | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN CAULKINS | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Patrick Gehring | |||||||||
| Treasurer | 40.0 | 0.0 | Yes (X) | $154,755 | $0 | $26,778 | |||
| Joanna Gregson | |||||||||
| Provost | 40.0 | 0.0 | $225,599 | $0 | $33,941 | Yes (X) | |||
| Joanna Royce-Davis | |||||||||
| VP, Student Life | 40.0 | 0.0 | $204,594 | $0 | $31,874 | Yes (X) | |||
| Ann Auman | |||||||||
| Dean, College of Natural Science | 40.0 | 0.0 | $175,833 | $0 | $25,731 | Yes (X) | |||
| Cameron Bennett | |||||||||
| Dean, College of Professional Studies | 40.0 | 0.0 | $175,833 | $0 | $29,157 | Yes (X) | |||
| Daniel Lee | |||||||||
| VP of University Relations | 40.0 | 0.0 | $197,708 | $0 | $30,784 | Yes (X) | |||
| David Ward | |||||||||
| Dean, College of Health Prof | 40.0 | 0.0 | $206,333 | $0 | $32,237 | Yes (X) | |||
| Kate Boyle | |||||||||
| Interim VP, Admin Services | 40.0 | 0.0 | $152,728 | $0 | $14,881 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,895,883 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $302,516 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 66 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SYSCO FOOD SERVICES OF SEATTLE | |||||
| 222820 54th Avenue S | KENT | WA | 98032 | FOOD SERVICE | $660,628 |
| US FOODS | |||||
| 2204 70TH AVE E STE 100 | FIFE | WA | 98424 | FOOD SERVICE | $541,715 |
| RUFFALO NOEL LEVITZ LLC | |||||
| 1025 KIRKWOOD PKWY SW | CEDAR RAPIDS | IA | 52404 | MGMT. CONSULTING | $332,693 |
| RICOH USA INC | |||||
| 70 VALLEY STREAM PKWY | MALVERN | PA | 19355 | SYSTEM INTEGRATION | $328,799 |
| Forma Construction Company | |||||
| 1533 BASSWOOD CIR | GLENVIEW | IL | 60025 | Construction | $252,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 42 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $520,000 | RelatedOrganizationsAmt |
| Government Grants | $2,673,495 | GovernmentGrantsAmt |
| All Other Contributions | $12,424,630 | AllOtherContributionsAmt |
| Noncash Contributions | $600,580 | NoncashContributionsAmt |
| Total Contributions | $15,618,125 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611600 | $122,464,119 | $122,464,119 | |
| AUXILIARY ENTERPRISES | 611710 | $15,616,166 | $15,616,166 | |
| OTHER ACADEMIC SUPPORT | 611710 | $4,535,000 | $3,797,828 | $737,172 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $142,615,285 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,982,070 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,133 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,980,937 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $920,146 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $951,952 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$31,806 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$31,806 | TotalRevenueColumnAmt |
| Exclusion | -$31,806 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,178,690 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,848,316 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,330,374 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,330,374 | TotalRevenueColumnAmt |
| Exclusion | $1,330,374 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,514,048 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $141,878,113 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $738,305 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,279,505 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,896,104 | TotalAmt |
| Program Services | $69,896,104 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $987,448 | TotalAmt |
| Program Services | $846,557 | ProgramServicesAmt |
| Management And General | $123,790 | ManagementAndGeneralAmt |
| Fundraising | $17,101 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,390,055 | TotalAmt |
| Program Services | $38,913,752 | ProgramServicesAmt |
| Management And General | $5,690,245 | ManagementAndGeneralAmt |
| Fundraising | $786,058 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,433,968 | TotalAmt |
| Program Services | $2,944,005 | ProgramServicesAmt |
| Management And General | $430,494 | ManagementAndGeneralAmt |
| Fundraising | $59,469 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,163,482 | TotalAmt |
| Program Services | $5,284,069 | ProgramServicesAmt |
| Management And General | $772,675 | ManagementAndGeneralAmt |
| Fundraising | $106,738 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,625,749 | TotalAmt |
| Program Services | $3,108,423 | ProgramServicesAmt |
| Management And General | $454,536 | ManagementAndGeneralAmt |
| Fundraising | $62,790 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,203 | TotalAmt |
| Management And General | $253,203 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,250 | TotalAmt |
| Management And General | $95,250 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,854 | TotalAmt |
| Management And General | $260,854 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,962,897 | TotalAmt |
| Program Services | $5,446,939 | ProgramServicesAmt |
| Management And General | $301,437 | ManagementAndGeneralAmt |
| Fundraising | $214,521 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,320 | TotalAmt |
| Program Services | $574,390 | ProgramServicesAmt |
| Management And General | $36,813 | ManagementAndGeneralAmt |
| Fundraising | $11,117 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,234,465 | TotalAmt |
| Program Services | $5,754,293 | ProgramServicesAmt |
| Management And General | $368,799 | ManagementAndGeneralAmt |
| Fundraising | $111,373 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,738,428 | TotalAmt |
| Program Services | $2,527,517 | ProgramServicesAmt |
| Management And General | $161,991 | ManagementAndGeneralAmt |
| Fundraising | $48,920 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,463,209 | TotalAmt |
| Program Services | $2,273,495 | ProgramServicesAmt |
| Management And General | $145,711 | ManagementAndGeneralAmt |
| Fundraising | $44,003 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,764,650 | TotalAmt |
| Program Services | $3,474,701 | ProgramServicesAmt |
| Management And General | $222,697 | ManagementAndGeneralAmt |
| Fundraising | $67,252 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,264,484 | TotalAmt |
| Program Services | $1,167,095 | ProgramServicesAmt |
| Management And General | $74,800 | ManagementAndGeneralAmt |
| Fundraising | $22,589 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,097,984 | TotalAmt |
| Program Services | $1,812,505 | ProgramServicesAmt |
| Management And General | $248,000 | ManagementAndGeneralAmt |
| Fundraising | $37,479 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,476,763 | TotalAmt |
| Program Services | $4,680,763 | ProgramServicesAmt |
| Management And General | $796,000 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,656,063 | TotalAmt |
| Program Services | $1,528,515 | ProgramServicesAmt |
| Management And General | $97,964 | ManagementAndGeneralAmt |
| Fundraising | $29,584 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT PURCHASE | $662,600 | $662,600 | ||
| DUES & MEMBERSHIPS | $938,523 | $866,239 | $55,518 | $16,766 |
| UNIFORM RENTAL | $247,723 | $247,723 | ||
| LICENSES, FEES & PERMITS | $101,725 | $93,890 | $6,018 | $1,817 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,215,010 | TotalAmt |
| Program Services | $3,890,373 | ProgramServicesAmt |
| Management And General | $249,340 | ManagementAndGeneralAmt |
| Fundraising | $75,297 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,552,957 | TotalAmt |
| Program Services | $155,993,948 | ProgramServicesAmt |
| Management And General | $10,846,135 | ManagementAndGeneralAmt |
| Fundraising | $1,712,874 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,500 | BOYAmt |
| EOY | $21,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,837,582 | BOYAmt |
| EOY | $1,931,985 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,211,912 | BOYAmt |
| EOY | $1,187,171 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,226,640 | BOYAmt |
| EOY | $2,734,044 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,640,683 | BOYAmt |
| EOY | $4,288,683 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $489,598 | BOYAmt |
| EOY | $565,871 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $918,469 | BOYAmt |
| EOY | $774,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $214,526,422 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $75,312,429 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,513,948 | BOYAmt |
| EOY | $139,213,993 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,601,686 | BOYAmt |
| EOY | $92,652,778 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,559,518 | BOYAmt |
| EOY | $45,725,773 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,386,499 | BOYAmt |
| EOY | $4,256,015 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,406,035 | BOYAmt |
| EOY | $293,352,083 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,310,384 | BOYAmt |
| EOY | $17,515,735 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,973,430 | BOYAmt |
| EOY | $48,462,061 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $854,122 | BOYAmt |
| EOY | $901,715 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,451,995 | BOYAmt |
| EOY | $8,323,659 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,714,772 | BOYAmt |
| EOY | $14,741,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,304,703 | BOYAmt |
| EOY | $89,944,170 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,095,000 | BOYAmt |
| EOY | $65,625,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,006,332 | BOYAmt |
| EOY | $137,782,913 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,101,332 | BOYAmt |
| EOY | $203,407,913 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,406,035 | BOYAmt |
| EOY | $293,352,083 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,038,909 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,814,216 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,531,274 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $358,230 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,676,546 | BeginningYearBalanceAmt |
| Contributions | $4,006,000 | ContributionsAmt |
| Investment Earnings Or Losses | $14,168,475 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,923,105 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,700,895 | OtherExpendituresAmt |
| Administrative Expenses | $381,475 | AdministrativeExpensesAmt |
| End Year Balance | $131,845,546 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $123,141,546 | BeginningYearBalanceAmt |
| Contributions | $4,806,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,434,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,299,051 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,148,949 | OtherExpendituresAmt |
| Administrative Expenses | $389,000 | AdministrativeExpensesAmt |
| End Year Balance | $117,676,546 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $130,061,356 | BeginningYearBalanceAmt |
| Contributions | $4,073,630 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,101,293 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,122,558 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,521,589 | OtherExpendituresAmt |
| Administrative Expenses | $248,000 | AdministrativeExpensesAmt |
| End Year Balance | $123,141,546 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,857,262 | BeginningYearBalanceAmt |
| Contributions | $5,653,386 | ContributionsAmt |
| Investment Earnings Or Losses | $25,791,123 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,101,669 | GrantsOrScholarshipsAmt |
| Other Expenditures | $239,746 | OtherExpendituresAmt |
| Administrative Expenses | $899,000 | AdministrativeExpensesAmt |
| End Year Balance | $130,061,356 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,215,233 | BeginningYearBalanceAmt |
| Contributions | $1,663,520 | ContributionsAmt |
| Investment Earnings Or Losses | $6,053,232 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,283,449 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,511,274 | OtherExpendituresAmt |
| Administrative Expenses | $280,000 | AdministrativeExpensesAmt |
| End Year Balance | $100,857,262 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.1 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.9 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $27,673,179 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $762,723 | OtherCostOrOtherBasisAmt |
| Book Value | $28,435,902 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $161,535,698 | OtherCostOrOtherBasisAmt |
| Depreciation | $63,504,521 | DepreciationAmt |
| Book Value | $98,031,177 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,880,373 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,176,319 | DepreciationAmt |
| Book Value | $4,704,054 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,913,714 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,192,594 | DepreciationAmt |
| Book Value | $3,721,120 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,760,735 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,438,995 | DepreciationAmt |
| Book Value | $4,321,740 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $139,213,993 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,426,939 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $11,678,000 | F |
| INVESTMENTS HELD BY OTHERS | $16,290,346 | F |
| INVESTMENTS HELD IN TRUST | $16,330,488 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $45,725,773 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSIT ACCOUNTS | $1,941,633 |
| ANNUITIES PAYABLE | $8,092,919 |
| RETIREMENT OBLIGATION | $1,339,320 |
| GOVERNMENT GRANTS REFUNDABLE | $3,367,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,741,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $117,702,580 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $20,814,216 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,604,691 | OtherRevenueAmt |
| Revenue Not Reported | $22,418,907 | RevenueNotReportedAmt |
| Revenue Subtotal | $95,283,673 | RevenueSubtotalAmt |
| Other Revenues Not Included | $70,230,375 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $70,230,375 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $165,514,048 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $98,395,999 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $98,395,999 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $70,156,958 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $70,156,958 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $168,552,957 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part XIII ASC 740 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE UNIVERSITY'S COLLECTION CONSISTS OF THORNILY PRINTING PRESS, CLAVIS SCRIPTURAE SERMONS AND COMMENTARIES ON THE WRITING OF ST. AUGUSTINE. THESE ARE HELD FOR EDUCATION PURPOSES WHICH IS THE MAIN EXEMPT PURPOSE OF THE UNIVERSITY. |
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | PLU IS THE CUSTODIAN OF VARIOUS AGENCY, CHARITABLE REMAINDER UNITRUST, AND GIFT ANNUITY FUNDS, OF WHICH ALL OR A PORTION IS DUE TO AN OUTSIDE PARTY. AGENCY FUNDS ARE HELD IN PLU'S MAIN BANK ACCOUNT AND CHARITABLE REMAINDER UNITRUSTS AND GIFT ANNUITIES ARE INVESTED WITH CHARLES SCHWAB. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | INTENDED USES OF ENDOWMENT FUNDS: TO FUND SCHOLARSHIPS, UNDERGRADUATE RESEARCH, EQUIPMENT, LECTURES, ATHLETIC FACILITIES, FACULTY POSITIONS, GLOBAL EDUCATION AND OTHER UNIVERSITY PROGRAMS AS DESIGNATED BY OUR DONORS. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - 1604691 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | UNREALIZED LOSS ON INTEREST RATE SWAP - 73417 ENDOWMENT EXPENSE, NET WITH REVENUE ON BOOKS - 260854 SCHOLARSHIPS AND GRANTS - 69896104 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | ENDOWMENT EXPENSE, NET WITH REVENUE ON BOOKS - 260854 SCHOLARSHIPS AND GRANTS - 69896104 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | SEE SUPPLEMENTAL PAGE |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | EXPLANATION OF GOVERNMENT FINANCIAL AID: THE UNIVERSITY RECEIVES SUPPORT FROM THE US GOVERNMENT IN CONNECTION WITH THE PERKINS LOAN PROGRAM, FEDERAL WORK STUDY PROGRAM, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAM AND OTHER PROGRAMS. |
| Schedule E, Part I, Line 3 | EXPLANATION OF NONDISCRIMINATION POLICY: THE UNIVERSITY REMAINED RESOLUTE IN COMPLIANCE WITH THE POLICY DURING FY24. A LINK TO THE POLICY IS AVAILABLE ON PLU'S MAIN WEBPAGE AS NON-DISCRIMINATION POLICY. THE POLICY IS ALSO POSTED IN VARIOUS PLACES THROUGHOUT OUR BUILDINGS. TYPICALLY, THE POLICY IS ALSO PUBLISHED EACH SPRING IN THE TACOMA NEWS TRIBUNE. THE UNIVERSITY FOLLOWS A NONDISCRIMINATORY POLICY REGARDING ALL PROGRAMS. THE UNIVERSITY ENROLLS STUDENTS WITHOUT DISCRIMINATION AS TO RACE, SEX, COLOR, OR NATIONAL ORIGIN. THE UNIVERSITY'S RECRUITMENT PROCEDURES ARE DESIGNED AND CARRIED OUT IN SUCH A WAY AS TO REACH STUDENTS OF ALL RACIAL SEGMENTS IN THE GEOGRAPHICAL AREA SERVED. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 2 | Program Services | STUDY ABROAD | $344,225 |
| East Asia and the Pacific | 0 | 0 | Program Services | STUDY ABROAD | $58,577 |
| North America (Canada & Mexico only) | 0 | 6 | Program Services | STUDY ABROAD | $205,016 |
| Sub-Saharan Africa | 0 | 2 | Program Services | STUDY ABROAD | $93,602 |
| Central America and the Caribbean | 0 | 1 | Program Services | STUDY ABROAD | $154,394 |
| South America | 0 | 0 | Program Services | STUDY ABROAD | $3,354 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $2,197,916 | |
| Central America and the Caribbean | 0 | 0 | Investments | $1,950 | |
| South Asia | 0 | 0 | Program Services | STUDY ABROAD | $3,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 11 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Subtotal Spent | $3,062,382 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,062,382 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | FOREIGN OWNERSHIP INTERESTS ARE HELD INDIRECTLY THROUGH ALTERNATIVE PARTNERSHIP INVESTMENTS. INVESTMENTS HAVE BEEN ANALYZED FOR POTENTIAL FOREIGN FORM FILING REQUIREMENTS AND FILED AS REQUIRED. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Cash; EAST ASIA AND THE PACIFIC-Cash; EUROPE (INCLUDING ICELAND AND GREENLAND)-Cash; NORTH AMERICA (CANADA & MEXICO ONLY)-Cash; SOUTH AMERICA-Cash; SOUTH ASIA-Cash; SUB-SAHARAN AFRICA-Cash |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MERIT BASED SCHOLARSHIPS & GRANTS | 2179 | $46,726,274 |
| NEEDS BASED SCHOLARSHIPS & GRANTS | 2106 | $17,521,508 |
| FEDERAL NEEDS BASED SCHOLARSHIPS & GRANTS | 951 | $5,648,322 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | PACIFIC LUTHERAN UNIVERSITY OFFERS SCHOLARSHIPS AND GRANTS TO QUALIFIED STUDENTS TO HELP REDUCE THEIR OUT-OF-POCKET TUITION COSTS. STUDENTS RECEIVING FINANCIAL ASSISTANCE OF THIS FORM MUST MEET SPECIFIC CRITERIA SUCH AS ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND OTHER SIMILAR STANDARDS WHETHER PUT IN PLACE BY THE COLLEGE OR BY DONORS OF RESTRICTED FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| L Allan Belton | ||||||||||||||
| President | $355,000 | $0 | $47,500 | $0 | $0 | $0 | $64,650 | $0 | $12,483 | $0 | $479,633 | $0 | $0 | $0 |
| Patrick Gehring | ||||||||||||||
| Treasurer | $154,755 | $0 | $0 | $0 | $0 | $0 | $16,249 | $0 | $10,529 | $0 | $181,533 | $0 | $0 | $0 |
| Joanna Gregson | ||||||||||||||
| Provost | $222,644 | $0 | $2,955 | $0 | $0 | $0 | $23,378 | $0 | $10,563 | $0 | $259,540 | $0 | $0 | $0 |
| Joanna Royce-Davis | ||||||||||||||
| VP, Student Life | $202,550 | $0 | $2,044 | $0 | $0 | $0 | $21,268 | $0 | $10,606 | $0 | $236,468 | $0 | $0 | $0 |
| Kate Boyle | ||||||||||||||
| Interim VP, Admin Services | $152,728 | $0 | $0 | $0 | $0 | $0 | $9,223 | $0 | $5,658 | $0 | $167,609 | $0 | $0 | $0 |
| Daniel Lee | ||||||||||||||
| VP of University Relations | $197,708 | $0 | $0 | $0 | $0 | $0 | $20,759 | $0 | $10,025 | $0 | $228,492 | $0 | $0 | $0 |
| David Ward | ||||||||||||||
| Dean, College of Health Prof | $205,833 | $0 | $500 | $0 | $0 | $0 | $21,613 | $0 | $10,624 | $0 | $238,570 | $0 | $0 | $0 |
| Ann Auman | ||||||||||||||
| Dean, College of Natural Science | $175,833 | $0 | $0 | $0 | $0 | $0 | $18,463 | $0 | $7,268 | $0 | $201,564 | $0 | $0 | $0 |
| Cameron Bennett | ||||||||||||||
| Dean, College of Professional Studies | $175,833 | $0 | $0 | $0 | $0 | $0 | $18,463 | $0 | $10,694 | $0 | $204,990 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4c | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. FOR THE CALENDAR YEAR 2023, THE PRESIDENT EARNED $30,000 REPORTED AS DEFERRED COMPENSATION ON SCHEDULE J. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| A | 911306482 | 939781S27 | 2014-07-09 | $9,933,742 | RENOVATION | false | false | false |
| WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| B | 911306482 | 939781ZD5 | 2016-08-11 | $48,933,000 | REFUNDING | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $7,101,812 | $9,933,742 | $198,669 | $9,735,073 | 2015 | false | false | Yes (true) | Yes (true) | ||
| B | $8,202,374 | $48,952,937 | $403,596 | 2007 | Yes (true) | false | Yes (true) | Yes (true) | $1,444,000 | $47,089,404 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.0 | false | false | Yes (true) |
| B | false | false | false | false | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | false | false | Yes (true) | |||
| B | false | Yes (true) | false | false | Yes (true) | Yes (true) | false | false | Yes (true) | 10.0 | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part II, Line 3 COLUMN B: | $48,933,000 ISSUE PRICE $19,937 INVESTMENT INCOME EARNED ON PROCEEDS $48,952,937 TOTAL PROCEEDS OF ISSUE |
| Schedule K, Part IV, Line 2c | DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2021 |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 09/30/2021 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $600,580 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS LISTED IN PART 1, COLUMN B ARE BASED ON THE NUMBER OF CONTRIBUTORS FOR EACH TYPE OF PROPERTY CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a | ACADEMIC INSTRUCTION: PLU OFFERS 43 MAJORS AND 57 MINORS, AS WELL AS GRADUATE AND PROFESSIONAL PROGRAMS IN BUSINESS (MARKETING ANALYTICS AND BUSINESS ADMINISTRATION), CREATIVE WRITING, EDUCATION, MARRIAGE AND FAMILY THERAPY, KINESIOLOGY, AND NURSING. THE UNIVERSITY HELPS MORE THAN 2,797 STUDENTS FROM ALL FAITHS AND BACKGROUNDS DISCERN THEIR VOCATIONS THROUGH COURSEWORK, MENTORSHIP AND INTERNSHIPS AT WORLD-CLASS PUGET SOUND-AREA BUSINESSES AND INSTITUTIONS. PLU SEEKS STUDENTS FROM EVERY POSSIBLE BACKGROUND, ALL RELIGIONS, ALL RACES, ALL SOCIOECONOMIC GROUPS, ALL SEXUAL ORIENTATIONS, ALL AGES, FROM ALL OVER THE WORLD. FOR THE 2024-25 ACADEMIC YEAR, 52 PERCENT OF INCOMING FIRST-YEAR STUDENTS ARE "FIRST GENERATION," COMING FROM FAMILIES WHERE NEITHER NATURAL NOR ADOPTIVE PARENTS RECEIVED A BACCALAUREATE DEGREE; 49 PERCENT SELF-IDENTIFY AS STUDENTS OF COLOR; 35 PERCENT ARE PELL GRANT-ELIGIBLE; AND 94 PERCENT RECEIVE AID AND SCHOLARSHIPS. THE FIRST AMERICAN UNIVERSITY TO HAVE STUDY AWAY CLASSES ON ALL SEVEN CONTINENTS SIMULTANEOUSLY, PLU ALSO IS THE FIRST PRIVATE UNIVERSITY ON THE WEST COAST TO RECEIVE THE PRESTIGIOUS SENATOR PAUL SIMON AWARD FOR CAMPUS INTERNATIONALIZATION. PLU HOSTS AN EMMY AWARD-WINNING MEDIALAB; A MACARTHUR AWARD-WINNING DETACHMENT OF ARMY ROTC; AND MORE THAN 80 CLUBS AND ACTIVITIES, INCLUDING 18 VARSITY ATHLETIC TEAMS IN THE NORTHWEST CONFERENCE OF NCAA DIVISION III. THE UNIVERSITY HAS PRODUCED MORE THAN 108 FULBRIGHT SCHOLARS SINCE 1975. |
| Form 990, Part III, Line 4c | ACADEMIC SUPPORT AND STUDENT SERVICES: AT PLU, STUDENTS ARE OFFERED MANY SUPPORT SERVICES, INCLUDING ACADEMIC ASSISTANCE AND ADVISING, ACCOMMODATIONS AND ACCESSIBILITY SERVICES, CAREER CONNECTIONS AND CAMPUS MINISTRY. HIGHLIGHTS OF 2023-2024 INCLUDED THE INTEGRATION OF ACCOMMODATIONS WITH THE WELLNESS & HEALTH RESOURCES AREA. THE CENTER FOR STUDENTS (CSS) REMAINS AT THE CENTER OF STUDENT SUPPORT, DIRECTING STUDENTS TO SUPPORT UNITS ACROSS CAMPUS FOR HELP BOTH WITH ACADEMIC NEEDS AS WELL AS PERSONAL SUPPORT. THE CSS DIRECTLY CAN PROVIDE ACADEMIC ADVISING, DEGREE PLANNING, DIRECTION TO TUTORING/ASSIGNMENT HELP AND CAREER PLANNING. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 8,786,525 including grants of $)(Revenue $ 4,320,664) AUXILIARY ENTERPRISES: PLU OFFERS NINE RESIDENCE HALLS; EIGHT TRADITIONAL STYLE RESIDENCE HALLS AND ONE APARTMENT-STYLE COMPLEX. DURING THE 2022-23 ACADEMIC YEAR, ON CAMPUS RESIDENTIAL STUDENTS SERVED 1134 STUDENTS IN THE FALL AND SPRING SEMESTERS. PLU DELIVERED DINING SERVICES TO STUDENTS, FACULTY, STAFF AND THE NEIGHBORING COMMUNITY. WE ARE DEDICATED TO PROVIDING NUTRITIONALLY SOUND AND SUSTAINABLY SOURCED MEALS AT OUR MODERN DINING HALL, AT A NOTED RESTAURANT OPEN TO THE PUBLIC AND CAMPUS COMMUNITY, AND THROUGH SEVERAL CONVENIENT QUICK-SERVE OPTIONS LOCATED ACROSS CAMPUS. DINING SERVICES IS A CAMPUS LEADER IN SUSTAINABLE INITIATIVES, OFFERS NUTRITION EDUCATION AND CULINARY ADVENTURE CLASSES, AVAILABLE TO EVERYONE. PLU HOSTED OVER 27,000 GUESTS ATTENDING APPROXIMATELY 60 NON-PLU CONFERENCES, CAMPS AND EVENTS DURING 2022-2023. CONFERENCES RANGE IN SIZE FROM ONE-DAY TRAININGS TO OVERNIGHT RETREATS; EDUCATION CONFERENCES; MUSIC CONCERTS; SPORTS CAMPS AND CLINICS. PLU'S HOSPITALITY SERVICES AND CAMPUS RESTAURANTS, INCLUDING THE CATERING DEPARTMENT, PROVIDES MEALS FOR MOST EVENTS AS WELL AS PLU FUNCTIONS. PLU RENTED RESIDENCE HALL ROOMS AND CAMPUS MEETING SPACES TO NEARLY 3000 GUESTS OVER THE SPAN OF 2 MONTHS DURING THE SUMMER CONFERENCE SEASON. DURING THE 2022-2023 FISCAL YEAR NEARLY 50 EXTERNAL EVENTS WERE CANCELLED DUE TO COVID-19, WHICH WOULD HAVE BROUGHT AN ADDITIONAL 15,000 GUESTS TO CAMPUS. |
| Form 990, Part VI, Line 1a | L. ALLAN BELTON IS A PAID EMPLOYEE OF THE ORGANIZATION AND THEREFORE IS CONSIDERED A NON-INDEPENDENT BOARD MEMBER. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 WAS PREPARED AND REVIEWED BY STAFF AND AN EXTERNAL ACCOUNTING FIRM. THE FORM WAS THEN PROVIDED AND REVIEWED BY THE ENTIRE BOARD BEFORE IT WAS FILED WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | PACIFIC LUTHERAN UNIVERSITY ANNUALLY REQUIRES BOARD MEMBERS AND KEY EMPLOYEES TO COMPLETE CONFLICT OF INTEREST SURVEYS. ANY CONFLICTS ARE DOCUMENTED TO ENSURE PROPER OVERSIGHT. BOARD MEMBERS WITH CONFLICTS ARE REQUIRED TO RECUSE THEMSELVES FROM PROCEEDINGS. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE PRESIDENT'S COMPENSATION IS REVIEWED, APPROVED AND NOTED IN MINUTES ANNUALLY BY THE GOVERNANCE COMMITTEE OF THE BOARD. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | ALL OTHER POSITIONS ARE REVIEWED BY SUPERVISOR. THE DIRECTOR OF HUMAN RESOURCES ASSEMBLES AND REVIEWS COMPARABLE DATA FROM THE INDUSTRY. |
| Form 990, Part VI, Line 19 Required documents available to the public | FINANCIAL STATEMENTS ARE POSTED ON PLU'S WEBSITE AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN VALUE OF TRUST - 1604691; UNREALIZED GAIN ON INTEREST RATE SWAP - -73417; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARFIELD COMMONS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 WESTERN AVE | AddressLine1Txt |
| Address Line2 | SUITE 330 | AddressLine2Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651266546 | EIN |
| Primary Activities | COM. REAL EST | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Total Income | $684,372 | TotalIncomeAmt |
| End Of Year Assets | $10,707,489 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLU | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENSON FAMILY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3168 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203039538 | EIN |
| Primary Activities | SUPPORT PLU | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Type III-O | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUSTS (20) | ||||
| CHARITABLE TR | WA | na | Trust | false |
| LIFE INCOME TRUSTS (3) | ||||
| CHARITABLE TR | WA | na | Trust | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $520,000 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |