PACIFIC LUTHERAN UNIVERSITY INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC LUTHERAN UNIVERSITY INC (EIN 91-0565571)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2017-04-17
- IRS object ID
- 201701089349300300
- Schema version
- 2015v3.0
- 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 | 2017-04-17T23:43:27-05:00 | ReturnTs |
| Tax Period End | 2016-05-31 | 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 | 2015-06-01 | 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 | Allan Belton | PersonNm |
| Person Title | Vice President, Finance | PersonTitleTxt |
| Phone | 2535357119 | PhoneNum |
| Signature | 2017-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wendy Campos | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5092487750 | PhoneNum |
| Preparation | 2017-04-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | Thomas Krise | 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 | $249,431,228 | 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 | See Schedule O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 2860 | TotalEmployeeCnt |
| Total Volunteers | 2114 | TotalVolunteersCnt |
| Total Gross UBI | $783,205 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$576,512 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,961,272 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,415,801 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $130,454,567 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $132,225,873 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,902,495 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,852,310 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,127,716 | PYOtherRevenueAmt |
| CY Other Revenue | $302,179 | CYOtherRevenueAmt |
| PY Total Revenue | $152,446,050 | PYTotalRevenueAmt |
| CY Total Revenue | $148,796,163 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $48,575,832 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $51,169,448 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $61,952,921 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $61,939,329 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,696,363 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $39,240,574 | PYOtherExpensesAmt |
| CY Other Expenses | $41,309,893 | CYOtherExpensesAmt |
| PY Total Expenses | $149,769,327 | PYTotalExpensesAmt |
| CY Total Expenses | $154,418,670 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,676,723 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,622,507 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $253,195,273 | TotalAssetsBOYAmt |
| Total Assets EOY | $244,372,314 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $93,473,543 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $89,527,702 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $159,721,730 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $154,844,612 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $83,794,358 | ExpenseAmt |
| Grant | $51,169,448 | GrantAmt |
| Revenue | $114,173,245 | RevenueAmt |
| Desc | ACADEMIC INSTRUCTION: PLU OFFERS 44 MAJORS AND 54 MINORS, AS WELL AS GRADUATE AND PROFESSIONAL PROGRAMS IN BUSINESS ADMINISTRATION, CREATIVE WRITING, EDUCATION, FINANCE, MARKETING RESEARCH, MARRIAGE AND FAMILY THERAPY, AND NURSING. THE UNIVERSITY HELPS MORE THAN 3,300 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 2015-16 ACADEMIC YEAR, 33 PERCENT OF INCOMING FIRST-YEAR STUDENTS ARE "FIRST GENERATION," COMING FROM FAMILIES WHERE NEITHER NATURAL NOR ADOPTIVE PARENTS RECEIVED A BACCALAUREATE DEGREE; 31 PERCENT SELF-IDENTIFY AS STUDENTS OF COLOR; AND 27 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 100 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 WAS NAMED FOURTH IN THE WEST FOR BEST COLLEGES FOR VETERANS. IT ALSO RANKS IN THE TOP 4 PERCENT OF MASTER'S UNIVERSITIES NATIONWIDE BY WASHINGTON MONTHLY COLLEGE GUIDE. THE UNIVERSITY HAS PRODUCED 100 FULBRIGHT SCHOLARS SINCE 1975. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,276,271 | ExpenseAmt |
| Revenue | $1,187,394 | 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 2015-16 INCLUDED THE CENTER FOR GENDER EQUITY-SPONSORED, THREE-DAY WORKSHOP WITH GENDER RECONCILIATION INTERNATIONAL. STUDENTS PARTICIPATED IN A TRANSFORMATIVE WEEKEND EXPLORING HOW LIVES ARE IMPACTED BY RESTRICTIVE GENDER ROLES. ADDITIONALLY, THE CAREER CONNECTIONS CENTER BRINGS TOGETHER PLU'S BEST ACADEMIC AND CAREER PLANNING TOOLS TO HELP STUDENTS MAKE A SEAMLESS TRANSITION INTO THE NEXT PHASE OF LIFE, LINKING STUDENTS TO RESOURCES, ADVISORS, INTERNSHIP OPPORTUNITIES AND AN ELECTRONIC CAREER BOARD COMPRISED OF HUNDREDS OF OPPORTUNITIES WITH WORLD-CLASS EMPLOYERS NATIONWIDE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,456,272 | ExpenseAmt |
| Desc | AUXILIARY ENTERPRISES: PLU OFFERS NINE RESIDENCE HALLS; EIGHT TRADITIONAL STYLE RESIDENCE HALLS AND ONE APARTMENT-STYLE COMPLEX. DURING THE 2015-16 ACADEMIC YEAR, ON-CAMPUS RESIDENTS TOTALED 1,301 STUDENTS IN FALL 2016 and 1,184 IN SPRING 2016. PLU DELIVERED DINING SERVICES TO MORE THAN 3,300 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 MORE THAN 25,904 GUESTS IN 136 CONFERENCES AND EVENTS DURING 2015-16. CONFERENCES RANGE IN SIZE FROM ONE-DAY FAMILY REUNIONS TO OVERNIGHT RETREATS; YOUTH SPORTS CAMPS AND CLINICS WITH UP TO 3,100 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 | $24,798,268 | ExpenseAmt |
| 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 | $24,798,268 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $136,325,169 | 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 | Yes (1) | 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 | 4395 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2860 | 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 | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | 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 (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Dale Benson | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Andrew Finstuen | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Darren Hamby | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Tony Hicks | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mack Hogans | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Jaech | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lisa Korsmo | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Michelle Long | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Osamu Matsutani | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Nancy Powell | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jan Ruud | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Martin Wells | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Daniel Alsaker | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark Gould | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Brenda Morris | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey Rippey | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Laura Rothenberger | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Gary Severson | |||||||
| Regent/Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Jerry Skaga | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Charleen Tachibana | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Bradley Tilden | |||||||
| Regent/Secretary | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Jonette Blakney | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Susan Caulkins | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Edward Grogan | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Matt Iseri | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lisa Kittilsby | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Larson | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark Miller | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Laurie Soine | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Shelley Wickstrom | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Donald Wilson | |||||||
| Regent | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Krise | |||||||
| President | 40.00 | Yes (X) | $290,144 | $0 | $144,233 | Yes (X) | |
| L Allan Belton | |||||||
| Vice President | 40.00 | $134,319 | $0 | $19,177 | Yes (X) | ||
| Steven Starkovich | |||||||
| Provost | 40.00 | $198,426 | $0 | $42,420 | Yes (X) | ||
| Donna Gibbs | |||||||
| Vice President | 40.00 | $162,171 | $0 | $37,953 | Yes (X) | ||
| Daniel Lee | |||||||
| Vice President | 40.00 | $158,613 | $0 | $38,254 | Yes (X) | ||
| Nancy A Miller | |||||||
| Dean | 40.00 | $156,682 | $0 | $54,220 | Yes (X) | ||
| Joanna Royce-Davis | |||||||
| Vice President | 40.00 | $156,281 | $0 | $65,717 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,256,636 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $401,974 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 28 | 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 |
|---|---|---|---|---|---|
| Accrete Construction LLC | |||||
| 801 Valley Avenue NW Ste A | Puyallup | WA | 98371 | General Contractor | $5,941,714 |
| National Public Radio | |||||
| PO Box 79540 | Baltimore | MD | 21279 | Public Radio Programming Services | $1,059,884 |
| John Korsmo Construction Inc | |||||
| PO Box 1377 | Tacoma | WA | 98401 | General Contractor | $1,011,105 |
| Market Enginuity Inc | |||||
| 3131 East Clarendon Avenue Suite 1 | Phoenix | AZ | 85016 | Advertising Agent | $631,695 |
| Westmark Construction Inc | |||||
| 6102 N 9th St Ste 500 | Tacoma | WA | 98406 | General Contractor | $493,579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $535,000 | RelatedOrganizationsAmt |
| Government Grants | $2,246,101 | GovernmentGrantsAmt |
| All Other Contributions | $11,634,700 | AllOtherContributionsAmt |
| Noncash Contributions | $235,671 | NoncashContributionsAmt |
| Total Contributions | $14,415,801 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| Tuition and fees | 611600 | $114,173,245 | $114,173,245 | ||
| Auxiliary enterprises | 611710 | $16,078,743 | $16,078,743 | ||
| other academic support & student | 611710 | $1,187,251 | $1,187,251 | ||
| Garfield bookstore | 713910 | $786,634 | $786,634 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $132,225,873 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,187,671 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$3,429 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,191,100 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $432,740 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $130,704 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $302,036 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $302,036 | TotalRevenueColumnAmt |
| Exclusion | $302,036 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $101,169,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $100,504,361 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $664,639 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $664,639 | TotalRevenueColumnAmt |
| Exclusion | $664,639 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $143 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $143 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $143 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $148,796,163 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $115,360,639 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $783,205 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,236,518 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,169,448 | TotalAmt |
| Program Services | $51,169,448 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,359,628 | TotalAmt |
| Program Services | $139,449 | ProgramServicesAmt |
| Management And General | $894,391 | ManagementAndGeneralAmt |
| Fundraising | $325,788 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,364,789 | TotalAmt |
| Program Services | $39,383,270 | ProgramServicesAmt |
| Management And General | $6,041,852 | ManagementAndGeneralAmt |
| Fundraising | $939,667 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,739,944 | TotalAmt |
| Program Services | $3,097,214 | ProgramServicesAmt |
| Management And General | $543,562 | ManagementAndGeneralAmt |
| Fundraising | $99,168 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,872,167 | TotalAmt |
| Program Services | $5,691,148 | ProgramServicesAmt |
| Management And General | $998,797 | ManagementAndGeneralAmt |
| Fundraising | $182,222 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,602,801 | TotalAmt |
| Program Services | $2,983,641 | ProgramServicesAmt |
| Management And General | $523,629 | ManagementAndGeneralAmt |
| Fundraising | $95,531 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,819 | TotalAmt |
| Management And General | $320,819 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,942 | TotalAmt |
| Management And General | $171,942 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,000 | TotalAmt |
| Management And General | $125,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,435,184 | TotalAmt |
| Program Services | $4,501,118 | ProgramServicesAmt |
| Management And General | $789,947 | ManagementAndGeneralAmt |
| Fundraising | $144,119 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $809,026 | TotalAmt |
| Program Services | $669,991 | ProgramServicesAmt |
| Management And General | $117,583 | ManagementAndGeneralAmt |
| Fundraising | $21,452 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,876,507 | TotalAmt |
| Program Services | $8,179,176 | ProgramServicesAmt |
| Management And General | $1,435,447 | ManagementAndGeneralAmt |
| Fundraising | $261,884 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,544,259 | TotalAmt |
| Program Services | $2,107,015 | ProgramServicesAmt |
| Management And General | $369,781 | ManagementAndGeneralAmt |
| Fundraising | $67,463 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,950,470 | TotalAmt |
| Program Services | $2,443,416 | ProgramServicesAmt |
| Management And General | $428,820 | ManagementAndGeneralAmt |
| Fundraising | $78,234 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,550,368 | TotalAmt |
| Program Services | $3,768,362 | ProgramServicesAmt |
| Management And General | $661,349 | ManagementAndGeneralAmt |
| Fundraising | $120,657 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $790,385 | TotalAmt |
| Program Services | $654,553 | ProgramServicesAmt |
| Management And General | $114,874 | ManagementAndGeneralAmt |
| Fundraising | $20,958 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,900,541 | TotalAmt |
| Program Services | $2,402,068 | ProgramServicesAmt |
| Management And General | $421,563 | ManagementAndGeneralAmt |
| Fundraising | $76,910 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,248,230 | TotalAmt |
| Program Services | $4,346,294 | ProgramServicesAmt |
| Management And General | $762,775 | ManagementAndGeneralAmt |
| Fundraising | $139,161 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,101,455 | TotalAmt |
| Program Services | $912,164 | ProgramServicesAmt |
| Management And General | $160,085 | ManagementAndGeneralAmt |
| Fundraising | $29,206 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| misc. minor equipment p | $1,942,419 | $1,608,604 | $282,310 | $51,505 |
| miscellaneous | $978,571 | $810,398 | $142,225 | $25,948 |
| Study away fees | $942,815 | $942,815 | ||
| dues & subscriptions | $434,208 | $359,587 | $63,108 | $11,513 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,694 | TotalAmt |
| Program Services | $155,438 | ProgramServicesAmt |
| Management And General | $27,279 | ManagementAndGeneralAmt |
| Fundraising | $4,977 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,418,670 | TotalAmt |
| Program Services | $136,325,169 | ProgramServicesAmt |
| Management And General | $15,397,138 | ManagementAndGeneralAmt |
| Fundraising | $2,696,363 | 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 | $5,310,093 | BOYAmt |
| EOY | $4,968,500 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,332,058 | BOYAmt |
| EOY | $2,203,097 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,313,652 | BOYAmt |
| EOY | $2,638,001 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,795,169 | BOYAmt |
| EOY | $6,467,915 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $718,251 | BOYAmt |
| EOY | $564,197 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,392,297 | BOYAmt |
| EOY | $2,077,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $204,320,444 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $74,914,572 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,527,541 | BOYAmt |
| EOY | $129,405,872 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,095,506 | BOYAmt |
| EOY | $72,827,144 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,633,873 | BOYAmt |
| EOY | $14,915,181 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,000 | BOYAmt |
| EOY | $400,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,653,933 | BOYAmt |
| EOY | $7,882,030 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,195,273 | BOYAmt |
| EOY | $244,372,314 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,644,368 | BOYAmt |
| EOY | $9,041,752 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,165,000 | BOYAmt |
| EOY | $61,765,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,191,855 | BOYAmt |
| EOY | $1,010,238 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,995 | BOYAmt |
| EOY | $49,765 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,406,325 | BOYAmt |
| EOY | $17,660,947 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,473,543 | BOYAmt |
| EOY | $89,527,702 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,917,282 | BOYAmt |
| EOY | $65,968,381 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,348,180 | BOYAmt |
| EOY | $4,340,397 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,456,268 | BOYAmt |
| EOY | $84,535,834 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,721,730 | BOYAmt |
| EOY | $154,844,612 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,195,273 | BOYAmt |
| EOY | $244,372,314 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,622,507 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,084,478 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$339,089 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,653,552 | BeginningYearBalanceAmt |
| Contributions | $3,719,443 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,761,485 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,595,555 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $213,379 | AdministrativeExpensesAmt |
| End Year Balance | $71,802,576 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98260 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01740 | 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 | $5,000,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $762,723 | OtherCostOrOtherBasisAmt |
| Book Value | $5,762,723 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $165,686,855 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,667,579 | DepreciationAmt |
| Book Value | $111,019,276 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,151,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,343,164 | DepreciationAmt |
| Book Value | -$4,191,351 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,337,771 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,114,177 | DepreciationAmt |
| Book Value | $5,223,594 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,381,282 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,789,652 | DepreciationAmt |
| Book Value | $11,591,630 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $129,405,872 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Real estate | $628,070 | C |
| Cash and short-term investments | $2,899,884 | F |
| Alternative investments | $11,387,227 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,915,181 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Deposit accounts | $1,775,523 |
| Annuities payable | $6,112,401 |
| Assets retirement obligation | $1,011,680 |
| Unamoritzed premium | $723,234 |
| Government grants refundable | $8,038,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,660,947 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $98,371,962 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,084,478 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$339,089 | OtherRevenueAmt |
| Revenue Not Reported | $745,389 | RevenueNotReportedAmt |
| Revenue Subtotal | $97,626,573 | RevenueSubtotalAmt |
| Other Revenues Not Included | $51,169,590 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $51,169,590 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $148,796,163 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $103,249,222 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $103,249,222 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $51,169,448 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $51,169,448 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $154,418,670 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 charitaable remainder unitrusts and gift annuities are invested with charles shwab. |
| 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, 2016 and 2015. |
| Part XI, Line 2d - Other Adjustments: | Change in value of trust -339,089. |
| Part XI, Line 4b - Other Adjustments: | scholarships and grants 51,169,448. Rounding difference on financial statements 142. |
| Part XII, Line 4b - Other Adjustments: | Scholarships and Grants 51,169,448. |
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 1-7, 2015. 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 (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 0 | 0 | Program services | Study Abroad Activities; On site program Administration | $1,269,774 |
| South America | 0 | 0 | Program services | Study Abroad Activities | $131,899 |
| East Asia and the Pacific | 0 | 0 | Program services | Study Abroad Activities; On site program Administration | $78,223 |
| Middle East and North Africa | 0 | 0 | Program services | Study Abroad Activities | $741 |
| North America (Canada and Mexico) | 0 | 5 | Program services | Study Abroad Activities | $115,566 |
| South Asia | 0 | 0 | Program services | Study Abroad Activities | $72,894 |
| Sub-Saharan Africa | 0 | 1 | Program services | Study Abroad Activities | $149,979 |
| Central America and the Caribbean | 0 | 1 | Program services | Study Abroad Activities; On site program Administration | $3,070,189 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 7 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Subtotal Spent | $4,889,265 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,889,265 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Grants and Scholarships | GrantTypeTxt |
| Recipient | 2874 | RecipientCnt |
| Cash Grant | $51,169,448 | CashGrantAmt |
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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 | $240,144 | $0 | $50,000 | $0 | $0 | $0 | $75,211 | $0 | $69,022 | $0 | $434,377 | $0 | $0 | $0 |
| L Allan Belton | ||||||||||||||
| Vice President | $134,319 | $0 | $0 | $0 | $0 | $0 | $13,984 | $0 | $5,193 | $0 | $153,496 | $0 | $0 | $0 |
| Steven Starkovich | ||||||||||||||
| Provost | $179,901 | $0 | $0 | $0 | $18,525 | $0 | $34,495 | $0 | $7,925 | $0 | $240,846 | $0 | $0 | $0 |
| Donna Gibbs | ||||||||||||||
| Vice President | $148,852 | $0 | $10,000 | $0 | $3,319 | $0 | $30,080 | $0 | $7,873 | $0 | $200,124 | $0 | $0 | $0 |
| Daniel Lee | ||||||||||||||
| Vice President | $157,353 | $0 | $0 | $0 | $1,260 | $0 | $29,127 | $0 | $9,127 | $0 | $196,867 | $0 | $0 | $0 |
| Nancy A Miller | ||||||||||||||
| Dean | $156,682 | $0 | $0 | $0 | $0 | $0 | $17,279 | $0 | $36,941 | $0 | $210,902 | $0 | $0 | $0 |
| Joanna Royce-Davis | ||||||||||||||
| Vice President | $154,528 | $0 | $0 | $0 | $1,753 | $0 | $28,962 | $0 | $36,755 | $0 | $221,998 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | The President & his wife live in PLU-owned residence, health club membership for president |
| Part I, Line 4b | President Krise participated in a supplemental non-qualified retirement plan and received $50,000 credited to his 457(f) plan. |
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 | 2006-12-20 | $63,357,191 | refunding and construction | 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 | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $10,395,000 | $63,357,191 | $3,816,213 | $30,900,647 | $601,083 | $1,039,248 | $27,000,000 | 2007 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| B | $9,933,742 | $198,669 | $9,735,073 | 2015 | 0 | 0 | 0 | Yes (1) |
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 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
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 | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| mbia | |||||||||||
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | 30.000000000000 | Yes (1) | 0 | 0 |
| (no name) | |||||||||||
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | ||
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 (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| John Korsmo Construction Inc | |||
| Owner is spouse of Trustee | $439,124 | Construction Services | 0 |
| Garfield North LLC | |||
| Trustees listed below are members of the LLC | $213,579 | Facilities Lease, PLU ownership % in LLC is 29.12% | 0 |
| John Korsmo | |||
| Spouse of Board Member, Owns 15.78% of Garfield North LLC | 0 | ||
| Jeffery L Rippey Living Trust | |||
| Board Member, Trust owns 6.31% of Garfield North LLC | 0 | ||
| Lisa Kittilsby | |||
| Board Member, Own 6.31% of Garfield North LLC | 0 | ||
| Don Wilson | |||
| Board Member, Owns 6.31% of Garfield North LLC | 0 | ||
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $150 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $67 | 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 | $7,675 | 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 | $7,633 | 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 | 37 | ContributionCnt |
| Noncash Contributions Rpt F990 | $186,587 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $590 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $700 | 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 | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $200 | 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 | 6 | $30,335 | Fair Market Value |
| Yes (X) | Company Products | 2 | $1,735 | Fair Market Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, part I, line I and Part III, line 1 | PACIFIC LUTHERAN UNIVERSITY PURPOSEFULLY INTEGRATES THE LIBERAL ARTS, PROFESSIONAL STUDIES AND CIVIC ENGAGEMENT THROUGH DISTINCTIVE INTERNATIONAL PROGRAMS AND FACULTY-MENTORED RESEARCH OPPORTUNITIES. PLU HELPS ITS 3,300 STUDENTS FROM ALL FAITHS AND BACKGROUNDS DISCERN THEIR LIFE'S VOCATION THROUGH COURSEWORK, MENTORSHIP AND INTERNSHIPS AT WORLD-CLASS PUGET SOUND AREA BUSINESSES AND INSTITUTIONS. THE UNIVERSITY IS LOCATED 6 MILES SOUTH OF TACOMA, IN SUBURBAN PARKLAND, ON A 156-ACRE WOODED CAMPUS. STUDENTS DEVELOP SKILLS IN DECISION MAKING, ANALYSIS, COMMUNICATION AND REASONING THAT PREPARE THEM FOR A LIFETIME OF SUCCESS BOTH IN THEIR CAREERS AND IN SERVICE TO OTHERS. PLU IS COMMITTED TO HELPING ALL STUDENTS DEVELOP AN UNDERSTANDING OF THE INTERCULTURAL AND INTELLECTUAL RICHNESS OF THE WORLD. SINCE ITS FOUNDING IN 1890, PLU REMAINS CLOSELY AFFILIATED WITH THE LUTHERAN CHURCH AND, AS A UNIVERSITY OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA, UPHOLDS THE CORE TENETS OF LUTHERAN HIGHER EDUCATION. PLU'S MISSION STATEMENT IS TO "EDUCATE STUDENTS FOR LIVES OF THOUGHTFUL INQUIRY, SERVICE, LEADERSHIP AND CARE -- FOR OTHER PEOPLE, FOR THE COMMUNITY AND FOR THE EARTH." |
| 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 11 | The Form 990 was prepared and reviewed by staff and external auditors. 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 annually by a compensation committee of the Board. This was last completed in October 2015. 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 -339,089. |
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)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| Charitable Remainder Unitrusts (22) | |||||||
| 12180 Park Ave S | Tacoma | WA | 98447 | Charitable Trust | WA | T | 0 |
| Charitable Remainder Annuity Trusts (1) | |||||||
| 12180 Park Ave S | Tacoma | WA | 98447 | Charitable Trust | WA | T | 0 |
| Life Income Trusts (3) | |||||||
| 12180 Park Ave S | Tacoma | WA | 98447 | 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 | 0 | 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 |