PACIFIC LUTHERAN UNIVERSITY INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC LUTHERAN UNIVERSITY INC (EIN 91-0565571)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2018-04-16
- IRS object ID
- 201801069349300845
- Schema version
- 2016v3.0
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-16T17:12:56-05:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 22650 | AddressLine1Txt |
| City | Yakima | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 989072650 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | 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 | 2535357119 | 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 | Steve Whitehouse | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2535357119 | PhoneNum |
| Signature | 2018-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Colleen Ramires | PreparerPersonNm |
| PTIN | P01251320 | PTIN |
| Phone | 5092487750 | PhoneNum |
| Preparation | 2018-04-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-13 | IPDt |
| IP Tm | 18:04:29 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 866574987CA565ABE6CC9265146BBE3F5B9624AD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Allan Belton | PrincipalOfficerNm |
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 | $174,379,902 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | PACIFIC LUTHERAN UNIVERSITY PURPOSEFULLY INTEGRATES THE LIBERAL ARTS, PROFESSIONAL STUDIES AND CIVIC ENGAGEMENT THROUGH DISTINCTIVE INTERNATIONAL PROGRAMS AND FACULTY MENTORED RESEARCH OPPORTUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 2818 | TotalEmployeeCnt |
| Total Volunteers | 2087 | TotalVolunteersCnt |
| Total Gross UBI | $490,263 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$162,876 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,415,801 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,557,005 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $132,225,873 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $131,541,704 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,852,310 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,955,575 | CYInvestmentIncomeAmt |
| PY Other Revenue | $302,179 | PYOtherRevenueAmt |
| CY Other Revenue | $239,690 | CYOtherRevenueAmt |
| PY Total Revenue | $148,796,163 | PYTotalRevenueAmt |
| CY Total Revenue | $153,293,974 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $51,169,448 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $54,251,203 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $61,939,329 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $61,457,642 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,543,467 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $41,309,893 | PYOtherExpensesAmt |
| CY Other Expenses | $34,927,547 | CYOtherExpensesAmt |
| PY Total Expenses | $154,418,670 | PYTotalExpensesAmt |
| CY Total Expenses | $150,636,392 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,622,507 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,657,582 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $244,372,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $250,076,705 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $89,527,702 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,844,155 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $154,844,612 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $164,232,550 | 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $87,745,323 | ExpenseAmt |
| Grant | $54,251,203 | GrantAmt |
| Revenue | $114,643,600 | RevenueAmt |
| Desc | ACADEMIC INSTRUCTION: PLU OFFERS 44 MAJORS AND 54 MINORS, AS WELL AS GRADUATE AND PROFESSIONAL PROGRAMS IN BUSINESS (FINANCE, MARKETING RESEARCH, AND BUSINESS ADMINISTRATION), CREATIVE WRITING, EDUCATION, MARRIAGE AND FAMILY THERAPY, AND NURSING. THE UNIVERSITY HELPS MORE THAN 3,100 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, FROM ALL OVER THE WORLD. FOR THE 2016-17 ACADEMIC YEAR, 42.3 PERCENT OF INCOMING FIRST-YEAR STUDENTS ARE "FIRST GENERATION," COMING FROM FAMILIES WHERE NEITHER NATURAL NOR ADOPTIVE PARENTS RECEIVED A BACCALAUREATE DEGREE; 35.1 PERCENT SELF-IDENTIFY AS STUDENTS OF COLOR; AND 30.4 PERCENT ARE PELL GRANT-ELIGIBLE. 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 19 VARSITY ATHLETIC TEAMS IN THE NORTHWEST CONFERENCE OF NCAA DIVISION III. THE UNIVERSITY CONSISTENTLY RANKS AMONG THE TOP 20 IN U.S. NEWS & WORLD REPORT'S BEST UNIVERSITIES IN THE WEST AND RECENTLY NAMES A TOP 10 UNIVERSITY IN THE WEST FOR BEST COLLEGES FOR VETERANS. IT ALSO RANKS 12TH OF MASTER'S UNIVERSITIES NATIONWIDE BY WASHINGTON MONTHLY COLLEGE GUIDE. THE UNIVERSITY HAS PRODUCED MORE THAN 100 FULBRIGHT SCHOLARS SINCE 1975. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,394,024 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $952,609 | RevenueAmt |
| Desc | ACADEMIC SUPPORT AND STUDENT SERVICES: AT PLU, STUDENTS ARE OFFERED MANY SUPPORT SERVICES, INCLUDING ACADEMIC ASSISTANCE AND ADVISING, DISABILITY SUPPORT SERVICES, CAREER CONNECTIONS AND CAMPUS MINISTRY. HIGHLIGHTS OF 2016-17 INCLUDED THE FORMATION OF PHASE I OF THE NEW CENTER FOR STUDENT SUCCESS, A CAMPUS-WIDE COLLABORATION OF UNITS DEDICATED TO HELPING STUDENTS SUCCEED WITH ACADEMIC AND PERSONAL SUPPORT AND RESOURCES. SERVICES INCLUDE: ACADEMIC ADVISING & DEGREE PLANNING, TUTORING & ASSIGNMENT HELP, CAREER & VOCATION PLANNING, FINANCIAL SERVICES, PERSONAL HEALTH & WELLNESS, RESOURCES BY AFFINITY GROUP (COMMUTER STUDENTS, TRANSFER STUDENTS, VETERANS & MILITARY AFFILIATED STUDENTS, INTERNATIONAL STUDENTS, FIRST IN THE FAMILY [FIF] STUDENTS, LGBTQ IDENTIFIED STUDENTS, STUDENTS OF COLOR, AND UNDOCUMENTED STUDENTS.) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,801,789 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $15,455,232 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: PLU OFFERS NINE RESIDENCE HALLS; EIGHT TRADITIONAL STYLE RESIDENCE HALLS AND ONE APARTMENT-STYLE COMPLEX. DURING THE 2016-17 ACADEMIC YEAR, ON-CAMPUS RESIDENTS TOTALED 1,324 STUDENTS IN FALL 2016 AND 1,194 IN SPRING 2017. PLU DELIVERED DINING SERVICES TO MORE THAN 3,100 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 QUICKSERVE 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 MORE THAN 23,995 GUESTS IN 112 CONFERENCES AND EVENTS DURING 2016-17. CONFERENCES RANGE IN SIZE FROM OVERNIGHT RETREATS, YOUTH SPORTS CAMPS, AND CLINICS WITH UP TO 3,000 PEOPLE. THE CATERING DEPARTMENT PROVIDES MEALS FOR MOST EVENTS AND PLU FUNCTIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,413,039 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Desc | 1.) Operations and maintenance of plant including depreciation, interest expense and amortization2.) Public service | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $19,413,039 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $133,354,175 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4397 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2818 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | 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 | Steve Whitehouse | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2535357119 | 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Gary Severson | ||||||||
| Regent/Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mark Gould | ||||||||
| Regent/Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Edward Grogan | ||||||||
| Regent/Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Michelle Long | ||||||||
| Regent/Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Susan Caulkins | ||||||||
| Regent/Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Thorhild Widvey | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Shelley Wickstrom | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Rippey | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Donald Wilson | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Martin Wells | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Charleen Tachibana | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Laurie Soine | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jerry Skaga | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jan Ruud | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Laura Rothenberger | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark Miller | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Nancy Powell | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mack Hogans | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Osamu Matsutani | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Larson | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lisa Kittilsby | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Jaech | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Matt Iseri | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jaynee Groseth | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Brenda Morris | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark Griffith | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrew Finstuen | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jonette Blakney | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Erik Benson | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Becky Burad | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dale Benson | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel Alsaker | ||||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRADLEY TILDEN | ||||||||
| REGENT (THROUGH OCT 2016) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| D TONY HICKS | ||||||||
| REGENT (THROUGH OCT 2016) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Darren Hamby | ||||||||
| REGENT (THROUGH OCT 2016) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA KORSMO | ||||||||
| REGENT (THROUGH OCT 2016) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Krise | ||||||||
| President | 40.00 | Yes (X) | Yes (X) | $320,248 | $0 | $143,615 | ||
| L Alan Belton | ||||||||
| Vice President | 40.00 | Yes (X) | $201,837 | $0 | $42,835 | |||
| Joanna Royce-Davis | ||||||||
| Vice President | 40.00 | $163,203 | $0 | $72,160 | Yes (X) | |||
| Steven Starkovich | ||||||||
| Provost | 40.00 | $164,080 | $0 | $40,431 | Yes (X) | |||
| Daniel Lee | ||||||||
| Vice President | 40.00 | $161,025 | $0 | $46,282 | Yes (X) | |||
| Donna Gibbs | ||||||||
| Vice President | 40.00 | $160,886 | $0 | $39,737 | Yes (X) | |||
| Sheila Smith | ||||||||
| Dean | 40.00 | $153,773 | $0 | $25,645 | Yes (X) | |||
| Francis Moore | ||||||||
| Associate Provost | 40.00 | $150,373 | $0 | $21,192 | Yes (X) | |||
| Chung-Shing Lee | ||||||||
| Dean | 40.00 | $144,896 | $0 | $26,692 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,620,321 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $458,589 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 42 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Lubbesmeyer Construction Inc | |||||
| 1151 112th St E | Tacoma | WA | 98445 | General Contractor | $1,128,365 |
| National Public Radio | |||||
| PO Box 79540 | Baltimore | MD | 21279 | Public Radio Programming Services | $1,059,884 |
| Aries Mechanical Inc | |||||
| 1516 S Fife Street | Tacoma | WA | 98405 | Mechanical Contractor | $677,268 |
| Market Enginuity Inc | |||||
| 3131 East Clarendon Avenue Suite 1 | Phoenix | AZ | 85016 | Advertising Agent | $631,695 |
| Lamar Texas Limited Partnership | |||||
| PO Box 96030 | Baton Rouge | LA | 70896 | Advertising Agent | $548,615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $540,000 | RelatedOrganizationsAmt |
| Government Grants | $1,852,890 | GovernmentGrantsAmt |
| All Other Contributions | $8,164,115 | AllOtherContributionsAmt |
| Noncash Contributions | $1,021,241 | NoncashContributionsAmt |
| Total Contributions | $10,557,005 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition and fees | 611600 | $114,643,600 | $114,643,600 | |
| Auxiliary enterprises | 611710 | $15,455,232 | $15,455,232 | |
| other academic support & student | 611710 | $1,442,872 | $952,609 | $490,263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $131,541,704 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,593,409 | TotalRevenueColumnAmt |
| Exclusion | $3,593,409 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $345,249 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $105,559 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $239,690 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $239,690 | TotalRevenueColumnAmt |
| Exclusion | $239,690 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,117,847 | SecuritiesAmt |
| Other | $7,224,688 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,579,969 | SecuritiesAmt |
| Other | $400,400 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $537,878 | SecuritiesAmt |
| Other | $6,824,288 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,362,166 | TotalRevenueColumnAmt |
| Exclusion | $7,362,166 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $153,293,974 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $131,051,441 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $490,263 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,195,265 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,251,203 | TotalAmt |
| Program Services | $54,251,203 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,346 | TotalAmt |
| Program Services | $36,685 | ProgramServicesAmt |
| Management And General | $414,580 | ManagementAndGeneralAmt |
| Fundraising | $165,081 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,109,879 | TotalAmt |
| Program Services | $39,396,192 | ProgramServicesAmt |
| Management And General | $6,608,013 | ManagementAndGeneralAmt |
| Fundraising | $1,105,674 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,669,844 | TotalAmt |
| Program Services | $3,032,138 | ProgramServicesAmt |
| Management And General | $539,993 | ManagementAndGeneralAmt |
| Fundraising | $97,713 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,416,384 | TotalAmt |
| Program Services | $5,301,414 | ProgramServicesAmt |
| Management And General | $944,128 | ManagementAndGeneralAmt |
| Fundraising | $170,842 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,645,189 | TotalAmt |
| Program Services | $3,011,767 | ProgramServicesAmt |
| Management And General | $536,365 | ManagementAndGeneralAmt |
| Fundraising | $97,057 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,553 | TotalAmt |
| Management And General | $438,553 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,193 | TotalAmt |
| Management And General | $149,193 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,000 | TotalAmt |
| Management And General | $95,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,805,732 | TotalAmt |
| Program Services | $3,144,413 | ProgramServicesAmt |
| Management And General | $559,988 | ManagementAndGeneralAmt |
| Fundraising | $101,331 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $771,554 | TotalAmt |
| Program Services | $637,482 | ProgramServicesAmt |
| Management And General | $113,529 | ManagementAndGeneralAmt |
| Fundraising | $20,543 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,604,555 | TotalAmt |
| Program Services | $7,109,349 | ProgramServicesAmt |
| Management And General | $1,266,102 | ManagementAndGeneralAmt |
| Fundraising | $229,104 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,240,347 | TotalAmt |
| Program Services | $1,851,044 | ProgramServicesAmt |
| Management And General | $329,652 | ManagementAndGeneralAmt |
| Fundraising | $59,651 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,618,330 | TotalAmt |
| Program Services | $2,163,345 | ProgramServicesAmt |
| Management And General | $385,270 | ManagementAndGeneralAmt |
| Fundraising | $69,715 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,540,281 | TotalAmt |
| Program Services | $3,751,320 | ProgramServicesAmt |
| Management And General | $668,072 | ManagementAndGeneralAmt |
| Fundraising | $120,889 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,046 | TotalAmt |
| Program Services | $676,721 | ProgramServicesAmt |
| Management And General | $120,517 | ManagementAndGeneralAmt |
| Fundraising | $21,808 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,650,819 | TotalAmt |
| Program Services | $2,190,188 | ProgramServicesAmt |
| Management And General | $390,050 | ManagementAndGeneralAmt |
| Fundraising | $70,581 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,464,103 | TotalAmt |
| Program Services | $4,514,610 | ProgramServicesAmt |
| Management And General | $804,006 | ManagementAndGeneralAmt |
| Fundraising | $145,487 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $960,757 | TotalAmt |
| Program Services | $793,807 | ProgramServicesAmt |
| Management And General | $141,369 | ManagementAndGeneralAmt |
| Fundraising | $25,581 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| dues & subscriptions | $446,832 | $369,187 | $65,748 | $11,897 |
| minor equipment purchas | $276,255 | $228,250 | $40,649 | $7,356 |
| Study away fees | $176,471 | $176,471 | ||
| prizes and awards | $149,440 | $123,472 | $21,989 | $3,979 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $720,279 | TotalAmt |
| Program Services | $595,117 | ProgramServicesAmt |
| Management And General | $105,984 | ManagementAndGeneralAmt |
| Fundraising | $19,178 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,636,392 | TotalAmt |
| Program Services | $133,354,175 | ProgramServicesAmt |
| Management And General | $14,738,750 | ManagementAndGeneralAmt |
| Fundraising | $2,543,467 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,900 | BOYAmt |
| EOY | $22,900 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,968,500 | BOYAmt |
| EOY | $4,097,654 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,203,097 | BOYAmt |
| EOY | $1,237,677 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,638,001 | BOYAmt |
| EOY | $3,619,571 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,467,915 | BOYAmt |
| EOY | $6,670,173 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,197 | BOYAmt |
| EOY | $302,342 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,077,477 | BOYAmt |
| EOY | $1,120,212 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $214,036,619 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $79,375,751 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,405,872 | BOYAmt |
| EOY | $134,660,868 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,827,144 | BOYAmt |
| EOY | $66,026,100 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,915,181 | BOYAmt |
| EOY | $29,225,928 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,882,030 | BOYAmt |
| EOY | $3,093,280 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,372,314 | BOYAmt |
| EOY | $250,076,705 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,041,752 | BOYAmt |
| EOY | $9,219,089 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,765,000 | BOYAmt |
| EOY | $58,227,791 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,238 | BOYAmt |
| EOY | $1,018,652 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,765 | BOYAmt |
| EOY | $32,012 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,660,947 | BOYAmt |
| EOY | $17,346,611 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,527,702 | BOYAmt |
| EOY | $85,844,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,968,381 | BOYAmt |
| EOY | $74,747,443 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,340,397 | BOYAmt |
| EOY | $7,214,174 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,535,834 | BOYAmt |
| EOY | $82,270,933 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,844,612 | BOYAmt |
| EOY | $164,232,550 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,372,314 | BOYAmt |
| EOY | $250,076,705 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,657,582 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,804,504 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$142 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $925,994 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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) |
|---|---|---|
| Revenues Included | $358,230 | RevenuesIncludedAmt |
| 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 | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,499,771 | BeginningYearBalanceAmt |
| Contributions | $10,241,364 | ContributionsAmt |
| Investment Earnings Or Losses | $8,396,228 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,235,967 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,435,360 | OtherExpendituresAmt |
| Administrative Expenses | $230,617 | AdministrativeExpensesAmt |
| End Year Balance | $95,235,419 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,581,439 | BeginningYearBalanceAmt |
| Contributions | $2,373,824 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,054,389 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,322,581 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,749,633 | OtherExpendituresAmt |
| Administrative Expenses | $328,889 | AdministrativeExpensesAmt |
| End Year Balance | $80,499,771 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,365,076 | BeginningYearBalanceAmt |
| Contributions | $3,285,490 | ContributionsAmt |
| Investment Earnings Or Losses | $2,136,985 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,002,319 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $203,793 | AdministrativeExpensesAmt |
| End Year Balance | $85,581,439 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,585,706 | BeginningYearBalanceAmt |
| Contributions | $2,492,374 | ContributionsAmt |
| Investment Earnings Or Losses | $6,292,319 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,762,478 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $242,845 | AdministrativeExpensesAmt |
| End Year Balance | $84,365,076 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,802,576 | BeginningYearBalanceAmt |
| Contributions | $2,710,240 | ContributionsAmt |
| Investment Earnings Or Losses | $9,023,070 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,593,678 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $356,502 | AdministrativeExpensesAmt |
| End Year Balance | $79,585,706 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13130 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82330 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04540 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $12,175,871 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $762,723 | OtherCostOrOtherBasisAmt |
| Book Value | $12,938,594 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $167,587,539 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,832,504 | DepreciationAmt |
| Book Value | $109,755,035 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,161,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,377,213 | DepreciationAmt |
| Book Value | $1,784,600 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,866,925 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,050,250 | DepreciationAmt |
| Book Value | $4,816,675 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,481,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,115,784 | DepreciationAmt |
| Book Value | $5,365,964 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $134,660,868 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,112,051 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,898,036 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Alternative Investments | $2,195,381 | F |
| Investments Held by Others | $11,932,189 | F |
| Investments Held in Trust | $12,088,271 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $29,225,928 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Deposit accounts | $2,042,823 |
| Annuities payable | $6,262,732 |
| Retirement Obligation | $1,062,264 |
| Government grants refundable | $7,978,792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,346,611 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $105,773,269 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,804,504 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $925,994 | OtherRevenueAmt |
| Revenue Not Reported | $6,730,498 | RevenueNotReportedAmt |
| Revenue Subtotal | $99,042,771 | RevenueSubtotalAmt |
| Other Revenues Not Included | $54,251,203 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $54,251,203 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $153,293,974 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $96,385,189 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $96,385,189 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $54,251,203 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $54,251,203 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $150,636,392 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | The University's collection consists of Thorniley Printing Press, Clavis Scriptvrae Sermons and Commentaries on the writings of St. Augustine. These are held for education purposes which is the main exempt purpose of the University. |
| Part IV, Line 2b: | 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. |
| Part V, Line 4: | 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. |
| Part X, Line 2: | The Internal Revenue Service has determined that the University is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. However, any unrelated business income may be subject to taxation. The University follows the accounting standards for contingencies in evaluating uncertain tax positions. This guidance prescribes recognition threshold principles for the financial statement recognition of tax positions taken or expected to be taken on a tax return that are not certain to be realized. No liability has been recognized by the University for uncertain tax positions as of May 31, 2017 and 2016. |
| Part XI, Line 2d - Other Adjustments: | Change in value of split interest agreements -186,057. Unrealized GAIN ON INTEREST RATE SWAP 1,112,051. |
| Part XI, Line 4b - Other Adjustments: | scholarships and grants 54,251,203. Rounding difference on financial statements |
| Part XII, Line 4b - Other Adjustments: | Scholarships and Grants 54,251,203. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | Pacific Lutheran University Published its Nondiscriminatory Policy in the Tacoma News Tribune May 17, 2016. 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 E, Part I, Line 6 | 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 F IRS990ScheduleF
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 | 3 | Program services | Study Abroad Activities; On site program Administration | $483,412 |
| South America | 0 | 0 | Program services | Study Abroad Activities | $2,092 |
| East Asia and the Pacific | 0 | 1 | Program services | Study Abroad Activities; On site program Administration | $83,313 |
| Middle East and North Africa | 0 | 0 | Program services | Study Abroad Activities | $414 |
| North America (Canada and Mexico) | 0 | 0 | Program services | Study Abroad Activities | $119,843 |
| Sub-Saharan Africa | 0 | 0 | Program services | Study Abroad Activities | $79,522 |
| Central America and the Caribbean | 0 | 0 | Program services | Study Abroad Activities; On site program Administration | $112,468 |
| Central America and the Caribbean | 0 | 0 | Investments | $770,654 | |
| Europe (including Iceland and Greenland) | 0 | 0 | Investments | $391,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $1,651,718 | SubtotalSpentAmt |
| Continuation Spent | $391,202 | ContinuationSpentAmt |
| Total Spent | $2,042,920 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Merit Based Student Scholarships and Grants | 2413 | $43,974,510 |
| Needs based student Scholarships and Grants | 997 | $9,282,479 |
| Federal Needs based Student Scholarships and Grants | 960 | $994,214 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | 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) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Thomas Krise | ||||||||||||||
| President | $245,248 | $0 | $75,000 | $0 | $0 | $0 | $75,713 | $0 | $67,902 | $0 | $463,863 | $0 | $0 | $0 |
| L Alan Belton | ||||||||||||||
| Vice President | $199,737 | $0 | $0 | $0 | $2,100 | $0 | $34,703 | $0 | $8,132 | $0 | $244,672 | $0 | $0 | $0 |
| Joanna Royce-Davis | ||||||||||||||
| Vice President | $159,431 | $0 | $0 | $0 | $3,772 | $0 | $32,580 | $0 | $39,580 | $0 | $235,363 | $0 | $0 | $0 |
| Steven Starkovich | ||||||||||||||
| Provost | $144,723 | $0 | $0 | $0 | $19,357 | $0 | $32,283 | $0 | $8,148 | $0 | $204,511 | $0 | $0 | $0 |
| Daniel Lee | ||||||||||||||
| Vice President | $155,541 | $0 | $0 | $0 | $5,484 | $0 | $33,639 | $0 | $12,643 | $0 | $207,307 | $0 | $0 | $0 |
| Donna Gibbs | ||||||||||||||
| Vice President | $153,693 | $0 | $0 | $0 | $7,193 | $0 | $31,375 | $0 | $8,362 | $0 | $200,623 | $0 | $0 | $0 |
| Sheila Smith | ||||||||||||||
| Dean | $153,773 | $0 | $0 | $0 | $0 | $0 | $17,277 | $0 | $8,368 | $0 | $179,418 | $0 | $0 | $0 |
| Francis Moore | ||||||||||||||
| Associate Provost | $150,373 | $0 | $0 | $0 | $0 | $0 | $12,856 | $0 | $8,336 | $0 | $171,565 | $0 | $0 | $0 |
| Chung-Shing Lee | ||||||||||||||
| Dean | $144,896 | $0 | $0 | $0 | $0 | $0 | $15,978 | $0 | $10,714 | $0 | $171,588 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | The President & his wife live in PLU-owned residence and receive health club memberships that are both used for business purposes such as developing donor relations. |
| Part I, Line 4b | President Krise participated in a supplemental non-qualified retirement plan and received $50,000 credited to his 457(f) plan. |
| Part I, Line 7 | Occasional incentive bonuses are given to executive leadership and are determined by the Board. |
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 | 939781zd5 | 2016-08-11 | $48,933,000 | refunding | 0 | 0 | 0 |
| Washington higher education facilities authority | ||||||||
| B | 911306482 | 939781s27 | 2014-07-09 | $9,933,742 | renovation | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $48,933,000 | $1,440,000 | $403,596 | $47,089,404 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $9,933,742 | $198,669 | 2015 | 0 | 0 | Yes (1) | Yes (1) | $9,735,073 |
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 | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
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 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Washington Federal | |||||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 10.000000000000 | 0 | 0 | 0 | mbia | 30.000000000000 | Yes (1) | 0 | Yes (1) |
| (no name) | |||||||||||||||
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Garfield North LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | See Part V | RelationshipDescriptionTxt |
| Transaction | $206,670 | TransactionAmt |
| Transaction | Facilities Lease, PLU ownership % in LLC is 29.12% | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV | FormAndLineReferenceDesc |
| Explanation | The following members of Garfield North LLC:* Jeffery L Rippey Living Trust - Board Member, Trust owns 6.31%* Lisa Kittilsby - Board Member, Owns 6.31%* Don Wilson - Board Member, Owns 6.31%* John Korsmo - Board Member Spouse, Owns 15.78% | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $29,097 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,350 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $655,602 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $311,630 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $276 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $550 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Equipment/ Misc Items | 8 | $16,012 | Fair Market Value |
| Yes (X) | Unrmbrsd Exp. | 12 | $4,624 | Fair Market Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | JEFF RIPPEY, LISA KITTILSBY, LISA KORSMO, AND DONALD WILSON HAVE A BUSINESS RELATIONSHIP. |
| Form 990, Part VI, Section B, line 11b | The Form 990 was prepared and reviewed by staff and 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, Section B, line 12c | 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, Section B, line 15 | The president's compensation is reviewed, approved and noted in minutes annually by a compensation committee of the Board. All other positions are reviewed by an immediate supervisor. The Associate Vice President of Human Resources assembles and reviews comparable data from the industry. |
| Form 990, Part VI, Section C, line 19 | financial statements are posted on plu's website and governing documents are available upon request. |
| Form 990, Part XI, line 9: | change in value of trust -186,057. UNREALIZED GAIN ON INTEREST RATE SWAP 1,112,051. |
Schedule R IRS990ScheduleR
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 | Supporting organization for PLU | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(c) (3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 11D, III-O | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| Charitable Remainder Annuity Trusts (1) | |||
| Charitable Trust | WA | T | 0 |
| Charitable Remainder Unitrusts (22) | |||
| Charitable Trust | WA | T | 0 |
| Life Income Trusts (3) | |||
| Charitable Trust | WA | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | 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 | $540,000 | InvolvedAmt |