PACIFIC LUTHERAN UNIVERSITY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC LUTHERAN UNIVERSITY INC (EIN 91-0565571)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-03-24
- IRS object ID
- 201520839349300777
- Schema version
- 2013v4.0
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-24T13:58:27-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST 2300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98447 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA LEON-GUERRERO | PersonNm |
| Person Title | INTERIM VP, FINANCE & ADMIN | PersonTitleTxt |
| Phone | 2355357119 | PhoneNum |
| Signature | 2015-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE H MOHR CPA | PreparerPersonNm |
| PTIN | P00447603 | PTIN |
| Phone | 6128764500 | PhoneNum |
| Preparation | 2015-03-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| 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 | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98447 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $157,472,931 | 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 OFFERS MORE THAN 3,200 STUDENTS A UNIQUE BLEND OF STUDIES. THE ACADEMICALLY RIGOROUS OFFERINGS RANGE FROM THE LIBERAL ARTS TO PROFESSIONAL PROGRAMS. 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 DEVELOPING IN ALL STUDENTS AN UNDERSTANDING OF THE INTERCULTURAL AND INTELLECTUAL RICHNESS OF THE WORLD. ABOUT 50 PERCENT OF STUDENTS SPEND TIME STUDYING ABROAD. THROUGHOUT ITS HISTORY PLU HAS REMAINED CLOSELY AFFILIATED WITH THE LUTHERAN CHURCH AND IS NOW A UNIVERSITY OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. 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." | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 3042 | TotalEmployeeCnt |
| Total Volunteers | 594 | TotalVolunteersCnt |
| Total Gross UBI | $987,959 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$146,964 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,720,472 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,499,537 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $125,826,915 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $130,955,822 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,503,110 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,472,799 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,970,242 | PYOtherRevenueAmt |
| CY Other Revenue | $2,223,558 | CYOtherRevenueAmt |
| PY Total Revenue | $142,020,739 | PYTotalRevenueAmt |
| CY Total Revenue | $150,151,716 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $43,989,955 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $47,097,692 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $60,262,661 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $62,151,006 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,400,752 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $42,074,202 | PYOtherExpensesAmt |
| CY Other Expenses | $42,147,381 | CYOtherExpensesAmt |
| PY Total Expenses | $146,326,818 | PYTotalExpensesAmt |
| CY Total Expenses | $151,396,079 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,306,079 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,244,363 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $244,376,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $244,874,091 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $86,005,285 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $84,399,029 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $158,371,429 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $160,475,062 | 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 | $89,296,754 | ExpenseAmt |
| Grant | $47,097,692 | GrantAmt |
| Revenue | $113,019,955 | RevenueAmt |
| Desc | INSTRUCTION AT THE UNDERGRADUATE LEVEL OFFERS DEGREES AS FOLLOWS: BACHELOR OF ARTS, BACHELOR OF SCIENCE, BACHELOR OF ARTS IN COMMUNICATION, BACHELOR OF ARTS IN EDUCATION, BACHELOR OF ARTS IN KINESIOLOGY, BACHELOR OF BUSINESS ADMINISTRATION, BACHELOR OF FINE ARTS, BACHELOR OF MUSIC, BACHELOR OF MUSIC EDUCATION, BACHELOR OF MUSICAL ARTS, BACHELOR OF SCIENCE IN NURSING, AND BACHELOR OF SCIENCE IN KINESIOLOGY. ADDITIONALLY PLU OFFERS GRADUATE DEGREES IN MASTER OF ARTS IN EDUCATION, MASTER OF ARTS (MARRIAGE AND FAMILY THERAPY), MASTER OF BUSINESS ADMINISTRATION, MASTER OF SCIENCE IN NURSING, DOCTOR OF NURSING PRACTICE, MASTER OF SCIENCE IN FINANCE, MASTER OF FINE ARTS (CREATIVE WRITING), AND A JOINT DEGREE MBA/MSN. THE TOTAL ENROLLMENT FOR THE 2013-2014 WAS 3,462 STUDENTS IN FALL 2013 AND 3,195 STUDENTS IN SPRING 2014, OF WHICH 902 MET THE REQUIREMENTS TO GRADUATE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,484,407 | ExpenseAmt |
| Desc | ACADEMIC SUPPORT AND STUDENT SERVICES AT PACIFIC LUTHERAN UNIVERSITY ARE COMPRISED OF ADMISSIONS, WANG CENTER FOR GLOBAL EDUCATION, INSTRUCTIONAL TECHNOLOGIES, THE WOMEN'S CENTER, INFORMATION & TECHNOLOGY SERVICES, CAMPUS MINISTRY, ROTC, ATHLETICS, THE HEALTH CENTER, THE COUNSELING CENTER, FINANCIAL AID, STUDENT EMPLOYMENT, AND STUDENT SERVICES, LIBRARY SERVICES, LANGUAGE RESOURCE CENTER, ACADEMIC ASSISTANCE, ACADEMIC ADVISING, WRITING CENTER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,849,391 | ExpenseAmt |
| Revenue | $18,637,897 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES AT PACIFIC LUTHERAN UNIVERSITY INCLUDES NINE RESIDENCE HALLS AND AN APARTMENT-STYLE COMPLEX, ALL LOCATED ON CAMPUS. DURING THE 2013-2014 SCHOOL YEAR, ON CAMPUS RESIDENTS TOTALED 1,331 STUDENTS IN FALL 2013 AND 1,231 STUDENTS IN SPRING 2014. ALSO INCLUDED IN AUXILIARY ENTERPRISES IS DINING AND RETAIL SERVICES, WHICH IS COMPRISED OF A MODERN DINING HALL AND SEVERAL QUICK SERVICE FOOD OPTIONS ON CAMPUS, AS WELL AS A STATE OF THE ART BOOKSTORE AND A FULL SERVICE INTERNET CAFE LOCATED NEAR CAMPUS. ADDITIONALLY, AUXILIARY SERVICES CONSISTS OF THE CAMPUS CONCIERGE, AND CONFERENCES AND EVENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,609,010 | ExpenseAmt |
| Revenue | $596,492 | RevenueAmt |
| Desc | #1 : OPERATION AND MAINTENANCE OF PLANT INCLUDING DEPRECIATION OF $5,068,648#2: RESEARCH#3: PUBLIC SERVICE#4: OTHER INSTITUTIONAL SUPPORT EXPENSES $7,609,010. INCLUDING GRANTS OF $ 0. REVENUE $596,492. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,609,010 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $596,492 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $132,239,562 | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | 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 | 252 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3042 | 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 | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| 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 | PACIFIC LUTHERAN UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2535357119 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12180 PARK AVE S | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98447 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| ANDREW FINSTUEN | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW YEE | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRADLEY TILDEN | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BRENDA MORRIS | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BRUCE BJERKE | ||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLEEN TACHIBANA | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DALE BENSON | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL ALSAKER | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DARREN HAMBY | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID BRAUER-RIEKE | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID PETERS | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD WILSON | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA SCHLITT | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD GROGAN | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ESTELLE KELLEY | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GAYLE BERG | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAN RUUD | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF RIPPEY | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY SKAGA | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JON KVINSLAND | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA BARBO | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA KITTILSBY | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA KORSMO | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MACK HOGANS | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK KNUDSON | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN WELLS | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE LONG | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY POWELL | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NEAL ARNTSON | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| OSAMU MATSUTANI | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAM RUSSELL | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD JAECH | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROE HATLEN | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS KRISE | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $289,537 | $0 | $135,359 | Yes (X) | ||
| TOM ERIC VRAALSEN | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TONY HICKS | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KARL STUMO | ||||||||
| VICE PRESIDENT | 40.00 | $162,827 | $0 | $38,080 | Yes (X) | |||
| LAURA MAJOVSKI | ||||||||
| VICE PRESIDENT | 40.00 | $174,838 | $0 | $38,686 | Yes (X) | |||
| SHERI TONN | ||||||||
| VICE PRESIDENT | 40.00 | $209,936 | $0 | $45,200 | Yes (X) | |||
| STEPHEN OLSON | ||||||||
| VICE PRESIDENT | 40.00 | $159,869 | $0 | $24,383 | Yes (X) | |||
| STEVEN STARKOVICH | ||||||||
| PROVOST | 40.00 | $181,604 | $0 | $40,142 | Yes (X) | |||
| FRANCIS MOORE | ||||||||
| ASSOCIATE PROVOST | 40.00 | $129,478 | $0 | $0 | Yes (X) | |||
| FRANK KLINE | ||||||||
| DEAN | 40.00 | $128,822 | $0 | $0 | Yes (X) | |||
| JAMES BROCK | ||||||||
| DEAN | 40.00 | $143,789 | $0 | $21,696 | Yes (X) | |||
| KEVIN BOEH | ||||||||
| ASSISTANT PROFESSOR | 40.00 | $131,730 | $0 | $0 | Yes (X) | |||
| UFUK INCE | ||||||||
| ASSISTANT PROFESSOR | 40.00 | $132,747 | $0 | $20,440 | Yes (X) | |||
| LOREN ANDERSON | ||||||||
| FORMER PRESIDENT AND CONSULTANT | 19.00 | $201,517 | $0 | $14,875 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,046,694 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $378,861 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JOHN KORSMO CONSTRUCTION INC | |||||
| PO BOX 1377 | TACOMA | WA | 98401 | GENERAL CONTRACTOR | $8,608,206 |
| NATIONAL PUBLIC RADIO | |||||
| PO BOX 79540 | BALTIMORE | MD | 21279 | PUBLIC RADIO PROGRAMMING SERVICES | $990,584 |
| MARKET ENGINUITY INC | |||||
| 3131 E CLARENDON AVE STE 105 | PHOENIX | AZ | 85016 | ADVERTISING AGENT | $570,681 |
| ARIES MECHANICAL INC | |||||
| 1516 FIFE ST | TACOMA | WA | 98405 | MECHANICAL CONTRACTOR | $480,487 |
| WESTMARK CONSTRUCTION INC | |||||
| 6102 N 9TH ST STE 500 | TACOMA | WA | 98406 | GENERAL CONTRACTOR | $468,786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $477,000 | RelatedOrganizationsAmt |
| Government Grants | $3,057,376 | GovernmentGrantsAmt |
| All Other Contributions | $9,965,161 | AllOtherContributionsAmt |
| Noncash Contributions | $413,131 | NoncashContributionsAmt |
| Total Contributions | $13,499,537 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611600 | $112,878,069 | $112,878,069 | |
| AUXILIARY ENTERPRISES | 611710 | $16,540,543 | $16,540,543 | |
| GARFIELD BOOKSTORE | 713910 | $773,748 | $773,748 | |
| OTHER ACADEMIC SUPPORT & STUDENT | 611710 | $596,492 | $596,492 | |
| UNIVERSITY LOANS INCOME | 611710 | $166,970 | $166,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $130,955,822 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,492,840 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $214,211 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,278,629 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $204,769 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $55,324 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $149,445 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $149,445 | TotalRevenueColumnAmt |
| Exclusion | $149,445 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,196,602 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,117,343 | SecuritiesAmt |
| Other | $99,300 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,079,259 | SecuritiesAmt |
| Other | -$99,300 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,979,959 | TotalRevenueColumnAmt |
| Exclusion | $1,979,959 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $51,091 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $49,248 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,843 | TotalRevenueColumnAmt |
| Exclusion | $1,843 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNDERWRITING REVENUE | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $2,072,270 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,072,270 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,072,270 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $150,151,716 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $132,254,344 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $987,959 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,409,876 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,097,692 | TotalAmt |
| Program Services | $47,097,692 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,288,319 | TotalAmt |
| Program Services | $179,138 | ProgramServicesAmt |
| Management And General | $770,547 | ManagementAndGeneralAmt |
| Fundraising | $338,634 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,165,685 | TotalAmt |
| Program Services | $39,557,271 | ProgramServicesAmt |
| Management And General | $6,789,940 | ManagementAndGeneralAmt |
| Fundraising | $818,474 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,659,344 | TotalAmt |
| Program Services | $3,000,974 | ProgramServicesAmt |
| Management And General | $570,983 | ManagementAndGeneralAmt |
| Fundraising | $87,387 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,454,598 | TotalAmt |
| Program Services | $5,293,320 | ProgramServicesAmt |
| Management And General | $1,007,139 | ManagementAndGeneralAmt |
| Fundraising | $154,139 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,583,060 | TotalAmt |
| Program Services | $2,938,415 | ProgramServicesAmt |
| Management And General | $559,080 | ManagementAndGeneralAmt |
| Fundraising | $85,565 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,025 | TotalAmt |
| Management And General | $363,025 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,139 | TotalAmt |
| Management And General | $66,139 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,900 | TotalAmt |
| Management And General | $130,900 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,514,714 | TotalAmt |
| Program Services | $5,235,271 | ProgramServicesAmt |
| Management And General | $1,126,994 | ManagementAndGeneralAmt |
| Fundraising | $152,449 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,390 | TotalAmt |
| Program Services | $241,425 | ProgramServicesAmt |
| Management And General | $45,935 | ManagementAndGeneralAmt |
| Fundraising | $7,030 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,243,582 | TotalAmt |
| Program Services | $8,394,564 | ProgramServicesAmt |
| Management And General | $1,653,820 | ManagementAndGeneralAmt |
| Fundraising | $195,198 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,739,840 | TotalAmt |
| Program Services | $2,246,902 | ProgramServicesAmt |
| Management And General | $427,509 | ManagementAndGeneralAmt |
| Fundraising | $65,429 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,099,622 | TotalAmt |
| Program Services | $2,541,954 | ProgramServicesAmt |
| Management And General | $483,647 | ManagementAndGeneralAmt |
| Fundraising | $74,021 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,999,991 | TotalAmt |
| Program Services | $4,100,418 | ProgramServicesAmt |
| Management And General | $780,170 | ManagementAndGeneralAmt |
| Fundraising | $119,403 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $993,031 | TotalAmt |
| Program Services | $814,370 | ProgramServicesAmt |
| Management And General | $154,947 | ManagementAndGeneralAmt |
| Fundraising | $23,714 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,550,875 | TotalAmt |
| Program Services | $2,091,935 | ProgramServicesAmt |
| Management And General | $398,024 | ManagementAndGeneralAmt |
| Fundraising | $60,916 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,249,785 | TotalAmt |
| Program Services | $4,305,270 | ProgramServicesAmt |
| Management And General | $819,147 | ManagementAndGeneralAmt |
| Fundraising | $125,368 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,055,929 | TotalAmt |
| Program Services | $865,952 | ProgramServicesAmt |
| Management And General | $164,761 | ManagementAndGeneralAmt |
| Fundraising | $25,216 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISC. MINOR EQUIPMENT P | $1,713,934 | $1,405,571 | $267,433 | $40,930 |
| STUDY AWAY FEES | $1,006,071 | $1,006,071 | ||
| DUES & SUBSCRIPTIONS | $561,562 | $460,529 | $87,623 | $13,410 |
| MISCELLANEOUS | $399,567 | $327,679 | $62,346 | $9,542 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,424 | TotalAmt |
| Program Services | $134,841 | ProgramServicesAmt |
| Management And General | $25,656 | ManagementAndGeneralAmt |
| Fundraising | $3,927 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,396,079 | TotalAmt |
| Program Services | $132,239,562 | ProgramServicesAmt |
| Management And General | $16,755,765 | ManagementAndGeneralAmt |
| Fundraising | $2,400,752 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,100 | BOYAmt |
| EOY | $22,100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,762,920 | BOYAmt |
| EOY | $4,228,029 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,246,785 | BOYAmt |
| EOY | $2,300,935 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,883,842 | BOYAmt |
| EOY | $3,076,680 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,422,861 | BOYAmt |
| EOY | $7,186,738 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,750 | BOYAmt |
| EOY | $864,658 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,090,004 | BOYAmt |
| EOY | $1,197,579 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $217,899,436 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $94,670,500 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,221,433 | BOYAmt |
| EOY | $123,228,936 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,618,035 | BOYAmt |
| EOY | $55,689,046 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,809,355 | BOYAmt |
| EOY | $27,455,275 | 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 | $34,023,629 | BOYAmt |
| EOY | $19,224,115 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,376,714 | BOYAmt |
| EOY | $244,874,091 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,363,667 | BOYAmt |
| EOY | $11,130,071 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,760,000 | BOYAmt |
| EOY | $54,495,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,153,418 | BOYAmt |
| EOY | $1,111,053 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,612 | BOYAmt |
| EOY | $80,944 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,633,588 | BOYAmt |
| EOY | $17,581,961 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,005,285 | BOYAmt |
| EOY | $84,399,029 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,572,824 | BOYAmt |
| EOY | $70,470,694 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,582,023 | BOYAmt |
| EOY | $11,330,335 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,216,582 | BOYAmt |
| EOY | $78,674,033 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,371,429 | BOYAmt |
| EOY | $160,475,062 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,376,714 | BOYAmt |
| EOY | $244,874,091 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,244,363 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,202,804 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,145,192 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,545,423 | BeginningYearBalanceAmt |
| Contributions | $2,588,852 | ContributionsAmt |
| Investment Earnings Or Losses | $8,347,469 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,613,152 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $215,040 | AdministrativeExpensesAmt |
| End Year Balance | $74,653,552 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,752,223 | BeginningYearBalanceAmt |
| Contributions | $2,931,666 | ContributionsAmt |
| Investment Earnings Or Losses | $6,698,147 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,623,791 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $212,822 | AdministrativeExpensesAmt |
| End Year Balance | $67,545,423 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.86980 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08730 | 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 | $1,967,020 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,938,422 | OtherCostOrOtherBasisAmt |
| Book Value | $3,905,442 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $155,364,148 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,101,752 | DepreciationAmt |
| Book Value | $105,262,396 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,840,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $833,510 | DepreciationAmt |
| Book Value | $1,007,445 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,757,084 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,433,060 | DepreciationAmt |
| Book Value | $6,324,024 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,031,807 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,302,178 | DepreciationAmt |
| Book Value | $6,729,629 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $123,228,936 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY FUNDS | $3,037,506 | F |
| HEDGE FUNDS | $13,541,949 | F |
| REAL ESTATE | $6,673,254 | C |
| REAL ESTATE FUNDS | $1,708,830 | F |
| CDS AND OTHER INVESTMENTS | $2,493,736 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $27,455,275 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSTRUCTION IN PROGRESS | $1,361,012 |
| DEPOSITS HELD BY TRUSTEE | $4,801,810 |
| BOND ACQUISITION COSTS | $1,256,156 |
| FUNDS HELD IN TRUST BY OTHERS | $10,140,973 |
| CSV OF LIFE INSURANCE | $1,664,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $19,224,115 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSIT ACCOUNTS | $1,793,122 |
| ANNUITIES PAYABLE | $6,561,595 |
| ASSET RETIREMENT OBLIGATION | $917,623 |
| UNAMORTIZIED PREMIUM | $917,846 |
| GOVERNMENT GRANTS REFUNDABLE | $7,391,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,581,961 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $105,765,480 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,202,804 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $148,548 | OtherRevenueAmt |
| Revenue Not Reported | $2,351,352 | RevenueNotReportedAmt |
| Revenue Subtotal | $103,414,128 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $187,521 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $46,550,067 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $46,737,588 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $150,151,716 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $103,661,847 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$449,019 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$449,019 | ExpensesNotReportedAmt |
| Expenses Subtotal | $104,110,866 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $187,521 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $47,097,692 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $47,285,213 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $151,396,079 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 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 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, SOME FACULTY POSITIONS, GLOBAL EDUCATION, AND OTHER UNIVERSITY PROGRAMS. |
| PART X, LINE 2: | 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, 2014 AND 2013. THE UNIVERSITYS TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. THE TAX RETURNS FOR FISCAL YEARS 2011 AND THEREAFTER ARE OPEN TO EXAMINATION BY FEDERAL AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 49,248. LOSS ON DISPOSAL OF PLANT FACILITIES 99,300. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 47,097,692. CHANGE IN VALUE OF TRUST -547,625. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ACTUARIAL ADJUSTMENT -651,233. LOSS ON DISPOSAL OF PLANT FACILITIES 99,300. LOSS ON CONTRIBUTIONS RECEIVABLE 53,666. DIRECT FUNDRAISING EXPENSES 49,248. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 47,097,692. |
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 2, 2014. 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 (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 1 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES; ON-SITE PROGRAM ADMINISTRATION | $88,907 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 2 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES; STUDENT RECRUITMENT | $176,413 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 4 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES; STUDENT RECRUITMENT | $570,929 |
| NORTH AMERICA - CANADA AND MEXICO, BUT BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES | $242,616 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES | $144,933 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES | $28,663 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES | $67,850 |
| RUSSIA & THE NEWLY INDEPENDENT STATES - ARMENIA, AZERBIJAN, BELARUS, | 0 | 0 | PROGRAM SERVICES | DOCUMENTARY VIDEO PRODUCTION | $337 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $9,831,060 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $1,087,883 |
| 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 | $1,320,648 | SubtotalSpentAmt |
| Continuation Spent | $10,918,943 | ContinuationSpentAmt |
| Total Spent | $12,239,591 | 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 | Yes (1) | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | KPLU SPECIAL EVENTS | NameOfEvent1Amt |
| Gross Receipts Event1 | $51,091 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $51,091 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $49,248 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $51,091 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $51,091 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $49,248 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $49,248 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,843 | NetIncomeSummaryAmt |
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 | 3056 | RecipientCnt |
| Cash Grant | $47,097,692 | 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) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| 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 |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (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 | $233,290 | $0 | $50,000 | $0 | $6,247 | $0 | $74,361 | $0 | $60,998 | $0 | $424,896 | $0 | $0 | $0 |
| KARL STUMO | ||||||||||||||
| VICE PRESIDENT | $146,705 | $0 | $0 | $0 | $16,122 | $0 | $29,936 | $0 | $8,144 | $0 | $200,907 | $0 | $0 | $0 |
| LAURA MAJOVSKI | ||||||||||||||
| VICE PRESIDENT | $157,779 | $0 | $0 | $0 | $17,059 | $0 | $31,935 | $0 | $6,751 | $0 | $213,524 | $0 | $0 | $0 |
| SHERI TONN | ||||||||||||||
| VICE PRESIDENT | $189,557 | $0 | $0 | $0 | $20,379 | $0 | $37,929 | $0 | $7,271 | $0 | $255,136 | $0 | $0 | $0 |
| STEPHEN OLSON | ||||||||||||||
| VICE PRESIDENT | $147,784 | $0 | $0 | $0 | $12,085 | $0 | $14,899 | $0 | $9,484 | $0 | $184,252 | $0 | $0 | $0 |
| STEVEN STARKOVICH | ||||||||||||||
| PROVOST | $169,771 | $0 | $0 | $0 | $11,833 | $0 | $32,934 | $0 | $7,208 | $0 | $221,746 | $0 | $0 | $0 |
| JAMES BROCK | ||||||||||||||
| DEAN | $128,183 | $0 | $0 | $0 | $15,606 | $0 | $14,682 | $0 | $7,014 | $0 | $165,485 | $0 | $0 | $0 |
| UFUK INCE | ||||||||||||||
| ASSISTANT PROFESSOR | $132,747 | $0 | $0 | $0 | $0 | $0 | $13,406 | $0 | $7,034 | $0 | $153,187 | $0 | $0 | $0 |
| LOREN ANDERSON | ||||||||||||||
| FORMER PRESIDENT AND CONSULTANT | $195,808 | $0 | $0 | $0 | $5,709 | $0 | $12,250 | $0 | $2,625 | $0 | $216,392 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | -SPOUSE OF PRESIDENT TRAVELED AS AN OFFICIAL REPRESENTATIVE OF UNIVERSITY WITH PRESIDENT. -THE PRESIDENT RECEIVED HOUSING PROVIDED BY THE UNIVERSITY, VALUED AT $50,000. -HEALTH AND SOCIAL CLUB DUES WERE PAID ON BEHALF OF PRESIDENT KRISE, TOTALLING $3,644. |
| PART I, LINES 4A-B | -FORMER PRESIDENT LOREN ANDERSON RETIRED IN 2012 AND RECEIVED COMPENSATION DURING THE YEAR AS PART OF HIS RETIREMENT AGREEMENT. -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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 911306482 | BondIssuerEIN |
| CUSIP | 939781ZD5 | CUSIPNum |
| Bond Issued | 2006-12-20 | BondIssuedDt |
| Issue Price | $63,357,191 | IssuePriceAmt |
| Purpose | REFUNDING AND CONSTRUCTION | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $7,665,000 | RetiredAmt |
| Total Proceeds | $63,357,191 | TotalProceedsAmt |
| In Reserve Fund | $3,816,213 | InReserveFundAmt |
| Refunding Escrow | $30,900,647 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $601,083 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $1,039,248 | CreditEnhancementAmt |
| Capital Expenditures | $27,000,000 | CapitalExpendituresAmt |
| Substantial Completion | 2007 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | Yes (1) | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | Yes (1) | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MBIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 30.000000000000 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | Yes (1) | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JOHN KORSMO CONSTRUCTION INC | |||
| OWNER IS HUSBAND OF TRUSTEE, LISA KORSMO | $4,981,115 | THE UNIVERSITY CONTRACTS WITH KORSMO CONTRUCTION TO FACILITATE CONSTRUCTION | 0 |
| GARFIELD PARTNERS LLC (GP LLC) | |||
| SPOUSE OF A BOARD MEMBER AND 5 OTHER BOARD MEMBERS ARE PARTNERS IN THE LLC. | $1,500,000 | 0 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING GARFIELD PARTNERS LLC: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY ENTERED INTO AN OPERATING AGREEMENT WITH GARFIELD PARTNERS, LLC ("GP"), A WASHINGTON LIMITED LIABILITY COMPANY, EFFECTIVE OCTOBER 17, 2011, TO FORM GARFIELD NORTH, LLC, A RETAIL, COMMERCIAL AND RESIDENTIAL PROJECT (GARFIELD STATION) LOCATED IN PARKLAND TWO BLOCKS FROM THE UNIVERSITY'S MAIN ENTRANCE. FOLLOWING ITS CAPITAL CONTRIBUTIONS TO GARFIELD NORTH, THE UNIVERSITY HAS A 22% OWNERSHIP INTEREST. GP HAS A 78 % OWNERSHIP. A SPOUSE OF A MEMBER OF THE UNIVERSITY'S BOARD OF REGENTS (THE "RELATED PARTY") IS A PARTNER IN GP. IN ADDITION, FIVE MEMBERS OF THE UNIVERSITY'S BOARD OF REGENTS ARE PERSONALLY INVESTED IN GP. AT MAY 31, 2014, THE UNIVERSITY'S INVESTMENT IN GARFIELD NORTH, LLC TOTALED $500,000 AND IS INCLUDED AS REAL ESTATE IN ENDOWMENT INVESTMENTS.UNDER THE TERMS OF THE AGREEMENT, AS AMENDED, THE UNIVERSITY PROVIDED FINANCING TO GARFIELD NORTH IN THE FORM OF A LOAN IN THE AMOUNT OF $1,000,000. INTEREST IS AT 3%. PRINCIPAL PAYMENTS OF $150,000 SHALL BE MADE ANNUALLY UNTIL THE LOAN IS PAID IN FULL, UNLESS SUFFICIENT FUNDS ARE NOT AVAILABLE TO PAY THE FULL $150,000, IN WHICH CASE THE BALANCE SHALL BE ADDED TO THE AMOUNT TO BE PAID IN THE NEXT YEAR. THE LOAN IS JOINTLY AND SEVERALLY GUARANTEED BY GP, THE RELATED PARTY AND ANOTHER ENTITY IN AN AMOUNT EQUAL TO THEIR 78 % OF THE LOAN. IN ADDITION, AND AS SPECIFIED IN THE PARTNERSHIP AGREEMENT, THE RELATED PARTY'S CONSTRUCTION COMPANY IS ACTING AS THE GENERAL CONTRACTOR ON THE CONSTRUCTION CONTRACT THAT WAS SIGNED DURING THE YEAR ENDED MAY 31, 2014. GARFIELD STATION IS EXPECTED TO BE COMPLETED BY NOVEMBER 2014. AT MAY 31, 2014, THE AMOUNT DUE FROM GARFIELD NORTH, LLC TOTALED $1,000,000 AND IS INCLUDED OTHER RECEIVABLES ON THE STATEMENTS OF FINANCIAL POSITION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,600 | 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 | $22,465 | 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 | $34,684 | 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 | 31 | ContributionCnt |
| Noncash Contributions Rpt F990 | $283,518 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,330 | 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 | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,475 | 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) | COMPANY PRODU | 5 | $27,091 | COST OF DONATED ITEM |
| Yes (X) | UNREIMBURSED | 17 | $11,968 | COST OF DONATED ITEM |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTORS ONLY INDICATES THE NUMBER OF UNIQUE CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JON KVINSLAND, JEFF RIPPEY, LISA KITTILSBY, AND DONALD WILSON HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS OF THE ORGANIZATION WERE AMENDED TO NO LONGER LIMIT THE EVANGELICAL LUTHERAN CHURCH IN AMERICA MEMBERS TO THE BOARD OF REGENTS FROM REGION 1, WHICH WILL ALLOW MORE FLEXIBILITY AND DIVERSITY ON THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PROVIDED TO 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. ALL SURVEYS ARE REVIEWED BY INDEPENDENT AUDITORS. 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 GOVERNING BOARD. COMPARABLE DATA FOR SAME SIZE AND REGIONAL ORGANIZATIONS IS USED AS WELL AS PRIOR YEAR ACCOMPLISHMENTS. ALL OTHER POSITIONS ARE REVIEWED ANNUALLY BY AN IMMEDIATE SUPERVISOR. THE HUMAN RESOURCES DIRECTOR ASSEMBLES AND REVIEWS COMPARABLE DATA FROM THE INDUSTRY. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE POSTED ON PLU'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT OF ACTUARIAL LIABILITY FOR ANNUITIES PAYABLE 651,233. LOSS ON CONTRIBUTIONS RECEIVABLE -53,666. CHANGE IN VALUE OF TRUST 547,625. |
| FORM 990, PART XII, LINE 2C | THE OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEAR |
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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3168 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203039538 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION TO 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 Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARFIELD COMMONS LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12108 PARK AVENUE SOUTH | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98447 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651266546 | EIN |
| Primary Activities | COMMERCIAL RETAIL RENTAL | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC LUTHERAN UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | UNRELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $251,683 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $4,478,680 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| UBI Code V | $210,027 | UBICodeVAmt |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 1.00000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE REMAINDER UNITRUSTS (19) | |||
| CHARITABLE TRUST | WA | T | 0 |
| CHARITABLE REMAINDER ANNUITY TRUST (1) | |||
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $477,000 | InvolvedAmt |
| Method Of Amount Determination | CASH CONTRIBUTION | MethodOfAmountDeterminationTxt |