2025-04-08T17:28:28+00:00 2024-05-31 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2023-06-01 910565571 Pacific Lutheran University PACI 2535357104 12180 PARK AVE S TACOMA WA 98447 Patrick Gehring Treasurer 2535357104 2025-04-08 true Lauren Denton P01571860 2604604000 2025-04-08 2023 2025-03-06 01:10:19Z NA ALLAN BELTON 12180 PARK AVE S TACOMA WA 98447 203314316 false X WWW.PLU.EDU X 1920 WA PLU PURPOSEFULLY INTEGRATES THE LIBERAL ARTS, PROFESSIONAL STUDIES & CIVIC ENGAGEMENT THROUGH DISTINCTIVE INTERNATIONAL PROGRAMS & FACULTY MENTORED RESEARCH OPPORTUNITIES. 28 27 1501 387 738305 0 14753384 15618125 138324636 142615285 6180802 7312444 -615457 -31806 158643365 165514048 68186198 69896104 0 0 58356691 59600702 0 0 1712874 35382345 39056151 161925234 168552957 -3281869 -3038909 273406035 293352083 89304703 89944170 184101332 203407913 X PLU SEEKS TO EDUCATE STUDENTS FOR LIVES OF THOUGHTFUL INQUIRY, SERVICE, LEADERSHIP AND CARE - FOR OTHER PEOPLE, FOR THE COMMUNITY AND FOR THE EARTH. false false 113851876 69896104 122600547 SEE SCHEDULE O 16931187 1) OPERATIONS AND MAINTENANCE OF PLANT INCLUDING DEPRECIATION, INTEREST EXPENSE AND AMORTIZATION. 2) PUBLIC SERVICE. 16424360 14956902 SEE SCHEDULE O 8786525 4320664 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. 8786525 4320664 155993948 true true false false false false true true true true true false false true true false true true true true false false false false false false false true true true false false false false false false false false false false true false false false true true false false false true 2994 0 true 1501 true true true false false false false true true false false false false false false X 28 27 false false false false false false false true true false false true true true true true true true true true true X X SHALITA MYRICK 2535357104 12180 PARK AVENUE SOUTH TACOMA WA 98447 BRUCE DEAL REGENT/VICE CHAIR 1.0 0.0 X X 0 0 0 L Allan Belton President 40.0 0.0 X X 402500 0 77133 MARK GRIFFITH REGENT/VICE CHAIR 1.0 0.0 X X 0 0 0 MICHELLE LONG REGENT/CHAIR 1.0 0.0 X X 0 0 0 THOMAS SAATHOFF REGENT/VICE CHAIR 1.0 0.0 X X 0 0 0 TROY ANDRADE REGENT/SECRETARY 1.0 0.0 X X 0 0 0 ARNE NESS REGENT 1.0 0.0 X 0 0 0 BEN WARWICK REGENT 1.0 0.0 X 0 0 0 DAVID COY REGENT 1.0 0.0 X 0 0 0 JAYNEE GROSETH REGENT 1.0 0.0 X 0 0 0 JONETTE BLAKNEY REGENT 1.0 0.0 X 0 0 0 JOSEPH MAYER REGENT 1.0 0.0 X 0 0 0 JOYCE BARR REGENT 1.0 0.0 X 0 0 0 KATHI LITTMANN REGENT 1.0 0.0 X 0 0 0 LAURIE LARSON-CAESAR REGENT 1.0 0.0 X 0 0 0 LAURIE SOINE REGENT 1.0 0.0 X 0 0 0 MARK MILLER REGENT 1.0 0.0 X 0 0 0 MATT ISERI REGENT 1.0 0.0 X 0 0 0 MEGGAN MANLOVE REGENT 1.0 0.0 X 0 0 0 REBECCA BURAD REGENT 1.0 0.0 X 0 0 0 SALVADOR MUNGIA REGENT 1.0 0.0 X 0 0 0 SARA KASS REGENT 1.0 0.0 X 0 0 0 SCOTT BARNUM REGENT 1.0 0.0 X 0 0 0 SCOTT SQUIRES REGENT 1.0 0.0 X 0 0 0 SHEILA RADFORD-HILL REGENT 1.0 0.0 X 0 0 0 SHELLEY BRYAN-WEE REGENT 1.0 0.0 X 0 0 0 STACY WILSON REGENT 1.0 0.0 X 0 0 0 SUSAN CAULKINS REGENT 1.0 0.0 X 0 0 0 Patrick Gehring Treasurer 40.0 0.0 X 154755 0 26778 Joanna Gregson Provost 40.0 0.0 X 225599 0 33941 Joanna Royce-Davis VP, Student Life 40.0 0.0 X 204594 0 31874 Ann Auman Dean, College of Natural Science 40.0 0.0 X 175833 0 25731 Cameron Bennett Dean, College of Professional Studies 40.0 0.0 X 175833 0 29157 Daniel Lee VP of University Relations 40.0 0.0 X 197708 0 30784 David Ward Dean, College of Health Prof 40.0 0.0 X 206333 0 32237 Kate Boyle Interim VP, Admin Services 40.0 0.0 X 152728 0 14881 1895883 0 302516 66 false true false SYSCO FOOD SERVICES OF SEATTLE 222820 54th Avenue S KENT WA 98032 FOOD SERVICE 660628 US FOODS 2204 70TH AVE E STE 100 FIFE WA 98424 FOOD SERVICE 541715 RUFFALO NOEL LEVITZ LLC 1025 KIRKWOOD PKWY SW CEDAR RAPIDS IA 52404 MGMT. CONSULTING 332693 RICOH USA INC 70 VALLEY STREAM PKWY MALVERN PA 19355 SYSTEM INTEGRATION 328799 Forma Construction Company 1533 BASSWOOD CIR GLENVIEW IL 60025 Construction 252972 42 520000 2673495 12424630 600580 15618125 TUITION AND FEES 611600 122464119 122464119 AUXILIARY ENTERPRISES 611710 15616166 15616166 OTHER ACADEMIC SUPPORT 611710 4535000 3797828 737172 0 0 0 0 142615285 5982070 1133 5980937 920146 951952 -31806 0 -31806 -31806 38178690 36848316 1330374 0 1330374 1330374 0 0 0 0 0 165514048 141878113 738305 7279505 0 0 69896104 69896104 0 0 0 0 987448 846557 123790 17101 45390055 38913752 5690245 786058 3433968 2944005 430494 59469 6163482 5284069 772675 106738 3625749 3108423 454536 62790 253203 253203 95250 95250 260854 260854 5962897 5446939 301437 214521 622320 574390 36813 11117 6234465 5754293 368799 111373 2738428 2527517 161991 48920 2463209 2273495 145711 44003 3764650 3474701 222697 67252 1264484 1167095 74800 22589 2097984 1812505 248000 37479 5476763 4680763 796000 1656063 1528515 97964 29584 EQUIPMENT PURCHASE 662600 662600 DUES & MEMBERSHIPS 938523 866239 55518 16766 UNIFORM RENTAL 247723 247723 LICENSES, FEES & PERMITS 101725 93890 6018 1817 4215010 3890373 249340 75297 168552957 155993948 10846135 1712874 19500 21000 3837582 1931985 1211912 1187171 2226640 2734044 0 0 0 0 2640683 4288683 489598 565871 918469 774770 214526422 75312429 133513948 139213993 80601686 92652778 43559518 45725773 0 4386499 4256015 273406035 293352083 14310384 17515735 49973430 48462061 854122 901715 0 0 8451995 8323659 15714772 14741000 89304703 89944170 X 65095000 65625000 119006332 137782913 184101332 203407913 273406035 293352083 X -3038909 20814216 1531274 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 358230 X EDUCATION false false true X 117676546 4006000 14168475 1923105 1700895 381475 131845546 123141546 4806000 -7434000 1299051 1148949 389000 117676546 130061356 4073630 -7101293 2122558 1521589 248000 123141546 100857262 5653386 25791123 1101669 239746 899000 130061356 97215233 1663520 6053232 2283449 1511274 280000 100857262 0.1 0.9 0.0 true false 27673179 762723 28435902 161535698 63504521 98031177 6880373 2176319 4704054 8913714 5192594 3721120 8760735 4438995 4321740 139213993 1426939 F ALTERNATIVE INVESTMENTS 11678000 F INVESTMENTS HELD BY OTHERS 16290346 F INVESTMENTS HELD IN TRUST 16330488 F 45725773 DEPOSIT ACCOUNTS 1941633 ANNUITIES PAYABLE 8092919 RETIREMENT OBLIGATION 1339320 GOVERNMENT GRANTS REFUNDABLE 3367128 14741000 117702580 20814216 1604691 22418907 95283673 70230375 70230375 165514048 98395999 0 0 98395999 70156958 70156958 168552957 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 true true true true true true true false false false false false false false false true false true 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. true Europe (Including Iceland and Greenland) 0 2 Program Services STUDY ABROAD 344225 East Asia and the Pacific 0 0 Program Services STUDY ABROAD 58577 North America (Canada & Mexico only) 0 6 Program Services STUDY ABROAD 205016 Sub-Saharan Africa 0 2 Program Services STUDY ABROAD 93602 Central America and the Caribbean 0 1 Program Services STUDY ABROAD 154394 South America 0 0 Program Services STUDY ABROAD 3354 Europe (Including Iceland and Greenland) 0 0 Investments 2197916 Central America and the Caribbean 0 0 Investments 1950 South Asia 0 0 Program Services STUDY ABROAD 3348 0 11 0 0 0 11 3062382 0 3062382 true false false false false false 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 true MERIT BASED SCHOLARSHIPS & GRANTS 2179 46726274 NEEDS BASED SCHOLARSHIPS & GRANTS 2106 17521508 FEDERAL NEEDS BASED SCHOLARSHIPS & GRANTS 951 5648322 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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. X X X X false true false false false false false false false L Allan Belton President 355000 0 47500 0 0 0 64650 0 12483 0 479633 0 0 0 Patrick Gehring Treasurer 154755 0 0 0 0 0 16249 0 10529 0 181533 0 0 0 Joanna Gregson Provost 222644 0 2955 0 0 0 23378 0 10563 0 259540 0 0 0 Joanna Royce-Davis VP, Student Life 202550 0 2044 0 0 0 21268 0 10606 0 236468 0 0 0 Kate Boyle Interim VP, Admin Services 152728 0 0 0 0 0 9223 0 5658 0 167609 0 0 0 Daniel Lee VP of University Relations 197708 0 0 0 0 0 20759 0 10025 0 228492 0 0 0 David Ward Dean, College of Health Prof 205833 0 500 0 0 0 21613 0 10624 0 238570 0 0 0 Ann Auman Dean, College of Natural Science 175833 0 0 0 0 0 18463 0 7268 0 201564 0 0 0 Cameron Bennett Dean, College of Professional Studies 175833 0 0 0 0 0 18463 0 10694 0 204990 0 0 0 Schedule J, Part I, Line 4c 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. A WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY 911306482 939781S27 2014-07-09 9933742 RENOVATION false false false B WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY 911306482 939781ZD5 2016-08-11 48933000 REFUNDING false false false A 7101812 9933742 198669 9735073 2015 false false true true B 8202374 48952937 1444000 403596 47089404 2007 true false true true A false false false false 0.0 false false true B false false false false 0.0 false false true A false false false true false false false false true B false true false false true true 10.0 false false false false true A true B true 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 X 9 600580 Market value false true false Schedule M, Part I THE AMOUNTS LISTED IN PART 1, COLUMN B ARE BASED ON THE NUMBER OF CONTRIBUTORS FOR EACH TYPE OF PROPERTY CONTRIBUTED. 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; GARFIELD COMMONS LLC 2001 WESTERN AVE SUITE 330 SEATTLE WA 98121 651266546 COM. REAL EST WA 684372 10707489 PLU BENSON FAMILY FOUNDATION PO BOX 3168 PORTLAND OR 97208 203039538 SUPPORT PLU OR 501(c)(3) Type III-O NA false CHARITABLE REMAINDER UNITRUSTS (20) CHARITABLE TR WA na Trust false LIFE INCOME TRUSTS (3) CHARITABLE TR WA na Trust false false false true false false false false false false false false false false false false false false false false BENSON FAMILY FOUNDATION C 520000 CASH