PACIFIC LUTHERAN UNIVERSITY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC LUTHERAN UNIVERSITY INC (EIN 91-0565571)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-02-06
- IRS object ID
- 201310379349300331
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2013-02-06T13:59:44-06:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390859910 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST STE 2300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910565571 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC LUTHERAN UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PACI | NameControl |
| Phone | 2535357119 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PACIFIC LUTHERAN UNIVERSITY | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98447 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT RILEY | Name |
| Title | ASSOCIATE VP FOR FINANCE,CONTROLLER | Title |
| Phone | 2355357119 | Phone |
| Date Signed | 2013-01-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE H MOHR CPA | Name |
| PTIN | P00447603 | PTIN |
| Phone | 6128764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT RILEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PACIFIC LUTHERAN UNIVERSITY | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98447 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 145490001 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PLU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1920 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | PACIFIC LUTHERAN UNIVERSITY OFFERS MORE THAN 3,500 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." | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3136 | TotalNbrEmployees |
| Total Nbr Volunteers | 493 | TotalNbrVolunteers |
| Total Gross UBI | 896198 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -235146 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 31504170 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14485346 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 115578907 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 120724395 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2432533 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1571548 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2101775 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2105101 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 151617385 | TotalRevenuePriorYear |
| Total Revenue Current Year | 138886390 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 39305904 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 41391396 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 57051374 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 58532436 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2326845 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 39397013 | OtherExpensePriorYear |
| Other Expenses Current Year | 41806032 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 135754291 | TotalExpensesPriorYear |
| Total Expenses Current Year | 141729864 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 15863094 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2843474 | RevenuesLessExpensesCY |
| Total Assets BOY | 248452936 | TotalAssetsBOY |
| Total Assets EOY | 239467143 | TotalAssetsEOY |
| Total Liabilities BOY | 86708239 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 85232889 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 161744697 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 154234254 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PLU SEEKS TO EDUCATE STUDENTS FOR LIVES OF THOUGHTFUL INQUIRY, SERVICE, LEADERSHIP AND CARE - FOR OTHER PERSONS, FOR THE COMMUNITY AND FOR THE EARTH. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 81693356 | Expense |
| Grants | 41391396 | Grants |
| Revenue | 102551040 | Revenue |
| Description | 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 PHYSICAL EDUCATION, BACHELOR OF ARTS IN RECREATION, 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 PHYSICAL EDUCATION. 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, MASTER OF FINE ARTS (CREATIVE WRITING), AND A JOINT DEGREE MBA/MSN. THE TOTAL ENROLLMENT FOR THE 2011-2012 WAS 3,461 STUDENTS IN FALL 2011 AND 3,293 STUDENTS IN SPRING 2012, OF WHICH 825 MET THE REQUIREMENTS TO GRADUATE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17105217 | Expense |
| Description | ACADEMIC SUPPORT AND STUDENT SERVICES AT PACIFIC LUTHERAN UNIVERSITY ARE COMPRISED OF ADMISSIONS, WANG CENTER, MULTIMEDIA SERVICES, THE WOMEN'S CENTER, INFORMATION & TECHNOLOGY SERVICES, CAMPUS MINISTRY, ROTC, ATHLETICS, THE HEALTH CENTER, THE COUNSELING CENTER, FINANCIAL AID OFFICE, STUDENT EMPLOYMENT, AND STUDENT SERVICES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16739816 | Expense |
| Revenue | 19034741 | Revenue |
| Description | AUXILIARY ENTERPRISES AT PACIFIC LUTHERAN UNIVERSITY ARE COMPRISED OF 10 RESIDENCE HALLS AND ON-CAMPUS APARTMENTS, A NEWLY RENOVATED DINING HALL AS WELL AS QUICK SERVICE FOOD OPTIONS, AND A STATE OF THE ART BOOKSTORE. ADDITIONALLY, AUXILIARY ENTERPRISES CONSISTS OF THE CAMPUS CONCIERGE, CONFERENCES AND EVENTS, AND THE UNIVERSITY GOLF COURSE. DURING THE 2011-2012 SCHOOL YEAR RESIDENCE HALL OCCUPATION WAS 1,525 STUDENTS FOR FALL 2011 AND 1,435 STUDENTS FOR SPRING 2012. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7491701 | Expense |
| Revenue | 461120 | Revenue |
| Description | #1 : OPERATION AND MAINTENANCE OF PLANT INCLUDING DEPRECIATION OF $4,415,764#2: RESEARCH#3: PUBLIC SERVICE#4: OTHER INSTITUTIONAL SUPPORT | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 7491701 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 461120 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 123030090 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 230 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3136 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | TD | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT RILEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2535357119 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BUSINESS OFFICE | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98447 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| LOREN ANDERSON | |||||||
| PRESIDENT | 40.00 | X | X | 397432 | 0 | 191724 | |
| DANIEL ALSAKER | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| NEAL ARNTSON | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LINDA BARBO | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| GAYLE BERG | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| BRUCE BJERKE | |||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | ||
| W CHRIS BOERGER | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DAVID BRAUER-RIEKE | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DARREN HAMBY | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ROE HATLEN | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| TONY HICKS | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JAMES HUSHAGEN | |||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | ||
| DARCY JOHNSON | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DAVID JOHNSON | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ESTELLE KELLEY | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LISA KITTILSBY | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MARK KNUDSON | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LISA KORSMO | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JON KVINSLAND | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| KATHLEEN MCCALLUM SACHSE | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DONALD MORKEN | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| BRENDA MORRIS | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LARRY NEEB | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| KNUT OLSON | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DAVID PETERS | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| NANCY POWELL | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JEFF RIPPEY | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DONNA SCHLITT | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JERRY SKAGA | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CHARLEEN TACHIBANA | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| EILEEN TELLEFSON | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | ||
| BRADLEY TILDEN | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| TOM ERIC VRAALSEN | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MARTIN WELLS | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DONALD WILSON | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW YEE | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SHERI TONN | |||||||
| VICE PRESIDENT | 40.00 | X | 191984 | 0 | 40938 | ||
| STEVEN STARKOVICH | |||||||
| PROVOST | 40.00 | X | 155120 | 0 | 35931 | ||
| LAURA MAJOVSKI | |||||||
| VICE PRESIDENT | 40.00 | X | 151201 | 0 | 42827 | ||
| KARL STUMO | |||||||
| VICE PRESIDENT | 40.00 | X | 139024 | 0 | 33175 | ||
| STEPHEN OLSON | |||||||
| VICE PRESIDENT | 40.00 | X | 124942 | 0 | 59506 | ||
| JAMES BROCK | |||||||
| DEAN | 40.00 | 158211 | 0 | 22574 | X | ||
| KEVIN BOEH | |||||||
| ASST PROFESSOR | 40.00 | 130441 | 0 | 14065 | X | ||
| LAURIE TURNER | |||||||
| DIRECTOR | 40.00 | 126902 | 0 | 17517 | X | ||
| TERRY MILLER | |||||||
| DEAN | 40.00 | 122299 | 0 | 41297 | X | ||
| DAVID ROBBINS | |||||||
| PROFESSOR | 40.00 | 119094 | 0 | 18857 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1816650 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 518411 | TotalOtherCompensation |
| Number Individuals GT100 K | 26 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| JOHN KORSMO CONSTRUCTION INC | |||||
| PO BOX 1377 | TACOMA | WA | 98401 | GENERAL CONTRACTOR | 3454835 |
| NATIONAL PUBLIC RADIO | |||||
| PO BOX 79540 | BALTIMORE | MD | 21279 | PUBLIC RADIO PROGRAMMING SERVICES | 735465 |
| MARKET ENGINUITY INC | |||||
| 3131 E CLARENDON AVE STE 105 | PHOENIX | AZ | 85016 | ADVERTISING AGENT | 631766 |
| WESTMARK CONSTRUCTION | |||||
| 6102 N 9TH ST STE 500 | TACOMA | WA | 98406 | GENERAL CONTRACTOR | 604327 |
| JT TECH INC | |||||
| 13715 E KRONQUIST RD | SPOKANE | WA | 99217 | NETWORK ENGINEERING | 343253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 20 | NumberOfContractorsGT100K |
| Government Grants | 2305315 | GovernmentGrants |
| All Other Contributions | 12180031 | AllOtherContributions |
| Noncash Contributions | 505868 | NoncashContributions |
| Total Contributions | 14485346 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 611600 | 102408334 | 102408334 | |
| SALES AND SERVICES OF | 611710 | 17006343 | 17006343 | |
| GARFIELD BOOKSTORE/GOL | 713910 | 673955 | 673955 | |
| OTHER ACADEMIC SUPPORT | 611710 | 461120 | 461120 | |
| UNIVERSITY LOANS INCOM | 611710 | 174643 | 174643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 120724395 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1056349 | TotalRevenueColumn |
| Unrelated Business Revenue | 222243 | UnrelatedBusinessRevenue |
| Exclusion | $834,106 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 208582 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 95190 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 113392 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 113392 | TotalRevenueColumn |
| Exclusion | $113,392 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6931465 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6416266 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 515199 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 515199 | TotalRevenueColumn |
| Exclusion | $515,199 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 87403 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 92155 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4752 | TotalRevenueColumn |
| Exclusion | -$4,752 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNDERWRITING REVENUE | Description |
| Business Code | 541800 | BusinessCode |
| Total Revenue Column | 1996461 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1996461 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1996461 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 138886390 | TotalRevenueColumn |
| Related Or Exempt Function Income | 122046901 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 896198 | UnrelatedBusinessRevenue |
| Exclusion | $1,457,945 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41391396 | Total |
| Program Services | 41391396 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1288393 | Total |
| Program Services | 159757 | ProgramServices |
| Management And General | 760543 | ManagementAndGeneral |
| Fundraising | 368093 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44579929 | Total |
| Program Services | 37230792 | ProgramServices |
| Management And General | 6591663 | ManagementAndGeneral |
| Fundraising | 757474 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3444190 | Total |
| Program Services | 2807606 | ProgramServices |
| Management And General | 552067 | ManagementAndGeneral |
| Fundraising | 84517 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5862627 | Total |
| Program Services | 4779047 | ProgramServices |
| Management And General | 939717 | ManagementAndGeneral |
| Fundraising | 143863 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3357297 | Total |
| Program Services | 2736773 | ProgramServices |
| Management And General | 538139 | ManagementAndGeneral |
| Fundraising | 82385 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 236173 | Total |
| Management And General | 236173 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112947 | Total |
| Management And General | 112947 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104702 | Total |
| Management And General | 104702 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7310542 | Total |
| Program Services | 5959346 | ProgramServices |
| Management And General | 1171802 | ManagementAndGeneral |
| Fundraising | 179394 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256361 | Total |
| Program Services | 208978 | ProgramServices |
| Management And General | 41092 | ManagementAndGeneral |
| Fundraising | 6291 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9994319 | Total |
| Program Services | 8125862 | ProgramServices |
| Management And General | 1715999 | ManagementAndGeneral |
| Fundraising | 152458 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2567242 | Total |
| Program Services | 2092742 | ProgramServices |
| Management And General | 411502 | ManagementAndGeneral |
| Fundraising | 62998 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2973679 | Total |
| Program Services | 2424059 | ProgramServices |
| Management And General | 476649 | ManagementAndGeneral |
| Fundraising | 72971 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5359441 | Total |
| Program Services | 4368863 | ProgramServices |
| Management And General | 859062 | ManagementAndGeneral |
| Fundraising | 131516 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 803010 | Total |
| Program Services | 654591 | ProgramServices |
| Management And General | 128714 | ManagementAndGeneral |
| Fundraising | 19705 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2674107 | Total |
| Program Services | 2179856 | ProgramServices |
| Management And General | 428631 | ManagementAndGeneral |
| Fundraising | 65620 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4599596 | Total |
| Program Services | 3749459 | ProgramServices |
| Management And General | 737267 | ManagementAndGeneral |
| Fundraising | 112870 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 907591 | Total |
| Program Services | 739843 | ProgramServices |
| Management And General | 145477 | ManagementAndGeneral |
| Fundraising | 22271 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISC. MINOR EQUIPMENT P | 1423599 | 1160477 | 228188 | 34934 |
| STUDY AWAY FEES | 1281177 | 1281177 | ||
| DUES & SUBSCRIPTIONS | 547685 | 446457 | 87788 | 13440 |
| MISCELLANEOUS | 437264 | 356445 | 70089 | 10730 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216597 | Total |
| Program Services | 176564 | ProgramServices |
| Management And General | 34718 | ManagementAndGeneral |
| Fundraising | 5315 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141729864 | Total |
| Program Services | 123030090 | ProgramServices |
| Management And General | 16372929 | ManagementAndGeneral |
| Fundraising | 2326845 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24025 | BOY |
| EOY | 21425 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17762299 | BOY |
| EOY | 17209239 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14756535 | BOY |
| EOY | 7148287 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2760035 | BOY |
| EOY | 2435060 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7586966 | BOY |
| EOY | 7542098 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 844983 | BOY |
| EOY | 826605 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1213167 | BOY |
| EOY | 960546 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 189422396 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 86539934 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106192289 | BOY |
| EOY | 102882462 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42195573 | BOY |
| EOY | 39815240 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32716761 | BOY |
| EOY | 34408975 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400000 | BOY |
| EOY | 400000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22000303 | BOY |
| EOY | 25817206 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248452936 | BOY |
| EOY | 239467143 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8675119 | BOY |
| EOY | 9469108 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58110000 | BOY |
| EOY | 56965000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118531 | BOY |
| EOY | 107107 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19804589 | BOY |
| EOY | 18691674 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86708239 | BOY |
| EOY | 85232889 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66509799 | BOY |
| EOY | 60523280 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24593484 | BOY |
| EOY | 22552802 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70641414 | BOY |
| EOY | 71158172 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161744697 | BOY |
| EOY | 154234254 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248452936 | BOY |
| EOY | 239467143 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2843474 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4666969 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 74653552 | BeginningOfYearBalance |
| Contributions | 3719443 | Contributions |
| Investment Earnings Or Losses | -2761485 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3595555 | GrantsOrScholarships |
| Administrative Expenses | 213379 | AdministrativeExpenses |
| End Of Year Balance | 71802576 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 67545423 | BeginningOfYearBalance |
| Contributions | 2588852 | Contributions |
| Investment Earnings Or Losses | 8347469 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3613152 | GrantsOrScholarships |
| Administrative Expenses | 215040 | AdministrativeExpenses |
| End Of Year Balance | 74653552 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 61752223 | BeginningOfYearBalance |
| Contributions | 2931666 | Contributions |
| Investment Earnings Or Losses | 6698147 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3623791 | GrantsOrScholarships |
| Administrative Expenses | 212822 | AdministrativeExpenses |
| End Of Year Balance | 67545423 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 71780725 | BeginningOfYearBalance |
| Contributions | 5083841 | Contributions |
| Investment Earnings Or Losses | -11475790 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3461426 | GrantsOrScholarships |
| Other Expenditures | 11527 | OtherExpenditures |
| Administrative Expenses | 163600 | AdministrativeExpenses |
| End Of Year Balance | 61752223 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.06150 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.93850 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2037723 | OtherCostOrOtherBasis |
| Book Value | 2037723 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 133652263 | OtherCostOrOtherBasis |
| Depreciation | 45171156 | Depreciation |
| Book Value | 88481107 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1840955 | OtherCostOrOtherBasis |
| Depreciation | 588050 | Depreciation |
| Book Value | 1252905 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33444692 | OtherCostOrOtherBasis |
| Depreciation | 26480003 | Depreciation |
| Book Value | 6964689 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18446763 | OtherCostOrOtherBasis |
| Depreciation | 14300725 | Depreciation |
| Book Value | 4146038 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 102882462 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PRIVATE EQUITY FUNDS | 2914200 | F |
| HEDGE FUNDS | 14163651 | F |
| LIFE INSURANCE | 1396599 | F |
| REAL ESTATE | 9846080 | F |
| MISC INVESTMENTS | 568863 | F |
| REAL ESTATE FUNDS | 1445834 | F |
| CDS AND OTHER INVESTMENTS | 4073748 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 34408975 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CONSTRUCTION IN PROGRESS | 10881009 |
| DEPOSITS HELD BY TRUSTEE | 4739300 |
| BOND ACQUISITION COSTS | 1365387 |
| FUNDS HELD IN TRUST BY OTHERS | 8831510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 25817206 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSIT ACCOUNTS | $1,774,249 |
| ANNUITIES PAYABLE | $6,192,641 |
| FUNDS HELD FOR OTHERS | $1,224,339 |
| ASSET RETIREMENT OBLIGATION | $974,302 |
| UNAMORTIZIED PREMIUM | $997,659 |
| GOVERNMENT GRANTS REFUNDABLE | $7,528,484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 18691674 | TotalOfAmounts |
| Total Revenue | 138886390 | TotalRevenue |
| Total Expenses | 141729864 | TotalExpenses |
| Excess Or Deficit For Year | -2843474 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3367825 | NetUnrealizedGLOnInvestments |
| Other | -$1,299,144 | OtherAmount |
| Total Adjustments | -4666969 | TotalAdjustments |
| Excess Or Deficit Per FS | -7510443 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 93145826 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3367825 | NetUnrealizedGainsInvestments |
| Other Revenues | 92155 | OtherRevenues |
| Revenue Not Rptd F990 | -3275670 | RevenueNotRptdF990 |
| Revenue Subtotal | 96421496 | RevenueSubtotal |
| Investment Expenses Not Included | 118189 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 42346705 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 42464894 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 138886390 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 100656269 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 435990 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 435990 | ExpensesNotRptdF990 |
| Expenses Subtotal | 100220279 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 118189 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 41391396 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 41509585 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 141729864 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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, 2012 AND 2011. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. THE TAX RETURNS FOR FISCAL YEARS 2009 AND THEREAFTER ARE OPEN TO EXAMINATION BY FEDERAL AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | ADJUSTMENT OF ACTUARIAL LIABILITY FOR ANNUITIES PAYABLE -264,738. LOSS ON CONTRIBUTIONS RECEIVABLE -79,097. CHANGE IN VALUE OF TRUST -955,309. TOTAL TO SCHEDULE D, PART XI, LINE 8: -1,299,144. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 92,155. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 41,391,396. CHANGE IN VALUE OF TRUST 955,309. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | ACTUARIAL ADJUSTMENT 264,738. LOSS ON CONTRIBUTIONS RECEIVABLE 79,097. DIRECT FUNDRAISING EXPENSES 92,155. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 41,391,396. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | PACIFIC LUTHERAN UNIVERSITY PUBLISHES ITS NONDISCRIMINATORY POLICY IN THE TACOMA NEWS TRIBUNE DURING FEBRUARY EACH YEAR. 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. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | 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
Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 1 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES; ON-SITE PROGRAM ADMINISTRATION | 153395 |
| EAST ASIA AND THE PACIFIC - | 0 | 1 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES; STUDENT RECRUITMENT | 237650 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 4 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES; STUDENT RECRUITMENT | 550271 |
| NORTH AMERICA - CANADA AND MEXICO, BUT | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES | 357402 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES | 123331 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES | 333 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES | 140917 |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | 12521689 | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) | INVESTMENTS | 1310421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 6 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 6 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 14084988 | SubtotalAmountSpent |
| Cont Amount Spent | 1310421 | ContAmountSpent |
| Total Amount Spent | 15395409 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | KPLU SPECIAL EVENTS | NameOfEvent1 |
| Gross Receipts Event1 | 87403 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 87403 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 92155 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 87403 | GrossReceiptsTotal |
| Gross Revenue Total Events | 87403 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 92155 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 92155 | DirectExpenseSummaryEvents |
| Net Income Summary | -4752 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | GRANTS AND SCHOLARSHIPS - SEE UNIVERSITY FOR LIST OF RECEIPIENTS | TypeOfGrant |
| Number Of Recipients | 3079 | NumberOfRecipients |
| Amount Of Cash Grant | 41391396 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART I, LINE 2: 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOREN ANDERSON | |||||||||||||
| 275352 | 0 | 100000 | 0 | 22080 | 0 | 125725 | 0 | 65999 | 0 | 589156 | 0 | 0 | 0 |
| SHERI TONN | |||||||||||||
| 172961 | 0 | 0 | 0 | 19023 | 0 | 34370 | 0 | 6568 | 0 | 232922 | 0 | 0 | 0 |
| STEVEN STARKOVICH | |||||||||||||
| 151765 | 0 | 0 | 0 | 3355 | 0 | 29425 | 0 | 6506 | 0 | 191051 | 0 | 0 | 0 |
| LAURA MAJOVSKI | |||||||||||||
| 134991 | 0 | 0 | 0 | 16210 | 0 | 28751 | 0 | 14076 | 0 | 194028 | 0 | 0 | 0 |
| KARL STUMO | |||||||||||||
| 128803 | 0 | 0 | 0 | 10221 | 0 | 26116 | 0 | 7059 | 0 | 172199 | 0 | 0 | 0 |
| STEPHEN OLSON | |||||||||||||
| 120103 | 0 | 0 | 0 | 4839 | 0 | 25254 | 0 | 34252 | 0 | 184448 | 0 | 0 | 0 |
| JAMES BROCK | |||||||||||||
| 142911 | 0 | 0 | 0 | 15300 | 0 | 16065 | 0 | 6509 | 0 | 180785 | 0 | 0 | 0 |
| TERRY MILLER | |||||||||||||
| 122299 | 0 | 0 | 0 | 0 | 0 | 12815 | 0 | 28482 | 0 | 163596 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | -THE TAX INDEMNIFICATION AND GROSS-UP PAYMENTS WERE ADDED ON THE FORM W-2 OF THE PRESIDENT. -THE PRESIDENT RECEIVED HOUSING PROVIDED BY THE UNIVERSITY. -SPOUSE OF PRESIDENT TRAVELED AS AN OFFICIAL REPRESENTATIVE OF UNIVERSITY WITH PRESIDENT. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 911306482 | IssuerEIN |
| CUSIP Number | 939781ZD5 | CUSIPNumber |
| Date Issued | 2006-12-20 | DateIssued |
| Issue Price | 63357191 | IssuePrice |
| Description Of Purpose | REFUNDING AND CONSTRUCTION | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 5195000 | AmountRetired |
| Total Proceeds | 63357191 | TotalProceeds |
| Amount In Reserve Fund | 3816213 | AmountInReserveFund |
| Refunding Escrow | 30900647 | RefundingEscrow |
| Issuance Costs From Proceeds | 601083 | IssuanceCostsFromProceeds |
| Credit Enhancement | 1039248 | CreditEnhancement |
| Capital Expenditures | 27000000 | CapitalExpenditures |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 1 | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MBIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 30.000000000000 | TermOfGIC |
| Regulatory Safe Harbor Satisfied | 1 | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| JOHN KORSMO CONSTRUCTION | |||
| HUSBAND OF TRUSTEE,LISA KORSMO | 2369733 | BUILDING CONSTRUCTION. JOHN KORSMO IS ALSO A PARTNER IN A LIMITED LIABILITY COMPANY THAT THE UNIVERSITY HAS TRANSACTIONS WITH. | 0 |
| MARYANN ANDERSON | |||
| WIFE OF PRESIDENT, LOREN ANDERSON | 75141 | EMPLOYEE SALARY:MARYANN ANDERSON IS EMPLOYED AS THE EXTERNAL RELATIONS COORDINATOR FOR GONYEA HOUSE. SHE REPORTS DIRECTLY TO THE VICE PRESIDENT FOR FINANCE AND OPERATIONS AND THE CHAIR OF THE BOARD OF REGENTS. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 20 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 382031 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 28125 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | UNREIMBURSED EXPENSES | 27 | 9251 | COST OF DONATED ITEM |
| X | COMPANY PRODUCTS | 6 | 62329 | COST OF DONATED ITEM |
| X | EQUIPMENT/MISC ITEMS | 7 | 24132 | COST OF DONATED ITEM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE NUMBER OF CONTRIBUTORS ONLY INDICATES THE NUMBER OF UNIQUE CONTRIBUTORS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,367,825. ADJUSTMENT OF ACTUARIAL LIABILITY FOR ANNUITIES PAYABLE -264,738. LOSS ON CONTRIBUTIONS RECEIVABLE -79,097. CHANGE IN VALUE OF TRUST -955,309. TOTAL TO FORM 990, PART XI, LINE 5: -4,666,969. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEAR |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENSON FAMILY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11D, III-O | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity |
|---|---|---|
| CHARITABLE REMAINDER UNITRUSTS (21) | ||
| CHARITABLE TRUST | WA | T |
| CHARITABLE REMAINDER ANNUITY TRUST (1) | ||
| CHARITABLE TRUST | WA | T |
| LIFE INCOME TRUSTS (3) | ||
| CHARITABLE TRUST | WA | T |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENSON FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 424000 | AmountInvolved |
| Method Of Amt Determination | CASH CONTRIBUTION | MethodOfAmtDetermination |