PACIFIC LUTHERAN UNIVERSITY INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC LUTHERAN UNIVERSITY INC (EIN 91-0565571)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-01-24
- IRS object ID
- 201120249349300407
- Schema version
- 2009v1.7
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-24T11:04:10-06:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2009-06-01 | 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 | 2011-01-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lawrence H Mohr CPA | Name |
| Phone | 6128764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 138720768 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 3,600 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 126-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. MORE THAN 40 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 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 | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3134 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 461673 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 17527898 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 15478001 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 111942110 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 113199631 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1295202 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2009410 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2542947 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2118505 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 133308157 | TotalRevenuePriorYear |
| Total Revenue Current Year | 132805547 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 34272641 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 36789232 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 56057995 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 56830617 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2419000 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 38216835 | OtherExpensePriorYear |
| Other Expenses Current Year | 38317774 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 128547471 | TotalExpensesPriorYear |
| Total Expenses Current Year | 131937623 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4760686 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 867924 | RevenuesLessExpensesCY |
| Total Assets BOY | 222332835 | TotalAssetsBOY |
| Total Assets EOY | 226980177 | TotalAssetsEOY |
| Total Liabilities BOY | 88401496 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 86506484 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 133931339 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 140473693 | NetAssetsOrFundBalancesEOY |
| 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 | 74992729 | Expense |
| Grants | 36789232 | Grants |
| Revenue | 95458847 | 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 2009-2010 was 3,581 students in Fall 2009 and 3,306 students in Spring 2010, of which 853 met the requirements to graduate. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15897034 | 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 | 16000676 | Expense |
| Revenue | 18702238 | 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 2009-2010 school year residence hall occupation was 1,602 students for Fall 2009 and 1,492 students for Spring 2010. | Description |
Activity Other ActivityOther (4 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 7402843 | 637847 | OPERATION AND MAINTENANCE OF PLANT INCLUDING DEPRECIATION OF $4,593,930 |
| RESEARCH | ||
| PUBLIC SERVICE | ||
| OTHER INSTITUTIONAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 7402843 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 637847 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 114293282 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 246 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3134 | 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 |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | 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 (48 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Dale Benson | |||||||
| Member | 1.00 | X | 0 | 0 | 0 | ||
| David Brauer-Rieke | |||||||
| Member | 1.00 | X | 0 | 0 | 0 | ||
| Roberta Goodnow | |||||||
| Member | 1.00 | X | 0 | 0 | 0 | ||
| Richard Hildahl | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Darcy Johnson | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Estelle Kelley | |||||||
| Member | 1.00 | X | 0 | 0 | 0 | ||
| Kathleen McCallum Sachse | |||||||
| Member | 1.00 | X | 0 | 0 | 0 | ||
| David Peters | |||||||
| Member | 1.00 | X | 0 | 0 | 0 | ||
| Martin Wells | |||||||
| Member | 1.00 | X | 0 | 0 | 0 | ||
| Neal Arntson | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| David Greenwood | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| David Johnson | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Lisa Kittilsby | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Kim Nesselquist | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Knut Olson | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Carol Quigg | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Tom Vraalsen | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Linda Barbo | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Bruce Bjerke | |||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | ||
| Roe Hatlen | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| James Hushagen | |||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | ||
| Mark Knudson | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Larry Neeb | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| jeff Rippey | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Eileen Tellefson | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Bradley Tilden | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Don Wilson | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Gayle Berg | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Darren Hamby | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Michael Keys | |||||||
| 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 | ||
| Michelle Long | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Donna Schlitt | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Andrew Yee | |||||||
| member | 1.00 | X | 0 | 0 | 0 | ||
| Robert Gomulkiewicz | |||||||
| Chair | 1.00 | X | 0 | 0 | 0 | ||
| Loren Anderson | |||||||
| President | 40.00 | 356458 | 0 | 182981 | X | ||
| Sheri Tonn | |||||||
| Vice President | 40.00 | 168297 | 0 | 38638 | X | ||
| Patricia Killen | |||||||
| Provost | 40.00 | 115766 | 0 | 26095 | X | ||
| Steven Starkovich | |||||||
| Provost | 40.00 | 98608 | 0 | 16305 | X | ||
| Laura Majovski | |||||||
| Vice President | 40.00 | 132845 | 0 | 57449 | X | ||
| Karl Stumo | |||||||
| Vice President | 40.00 | 121372 | 0 | 23381 | X | ||
| Stephen Olson | |||||||
| Vice President | 40.00 | 121355 | 0 | 50513 | X | ||
| John Lee | |||||||
| Dean | 40.00 | 173357 | 0 | 19069 | X | ||
| James Brock | |||||||
| Dean | 40.00 | 138898 | 0 | 23139 | X | ||
| Angelia Alexander | |||||||
| Dean | 40.00 | 121798 | 0 | 0 | X | ||
| Terry Miller | |||||||
| Dean | 40.00 | 119492 | 0 | 0 | X | ||
| David Robbins | |||||||
| Dean | 40.00 | 117086 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1785332 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 437570 | TotalOtherCompensation |
| Number Individuals GT100 K | 27 | 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 | 2002186 |
| PEASE CONSTRUCTION | |||||
| 3815 100TH ST SW PO Box 98046 | LAKEWOOD | WA | 98498 | GENERAL CONTRACTOR | 1618092 |
| National Public Radio | |||||
| POBox 79540 | Baltimore | MD | 21279 | Public Radio Programming Services | 1407606 |
| Westmark Construction Inc | |||||
| 6102 N 9th St Ste 400 | Tacoma | WA | 98406 | GenERAL CONTRACTOR | 959259 |
| Market Enginuity Inc | |||||
| 3131 E Clarendon Ave Ste 105 | Phoenix | AZ | 85016 | Advertising Agent | 659610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| Government Grants | 4746272 | GovernmentGrants |
| All Other Contributions | 10731729 | AllOtherContributions |
| Noncash Contributions | 460235 | NoncashContributions |
| Total Contributions | 15478001 | 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 | 95300927 | 95300927 | |
| SALES AND SERVICES OF | 611710 | 16641264 | 16641264 | |
| Other Academic Support | 611710 | 637847 | 637847 | |
| Garfield bookstore/ Go | 713910 | 461673 | 461673 | |
| UNIVERSITY LOANS INCOM | 611710 | 157920 | 157920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 113199631 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1760133 | TotalRevenueColumn |
| Exclusion | $1,760,133 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 114817 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 84898 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 29919 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29919 | TotalRevenueColumn |
| Exclusion | $29,919 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6010550 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5761273 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 249277 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 249277 | TotalRevenueColumn |
| Exclusion | $249,277 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 96662 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 69050 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27612 | TotalRevenueColumn |
| Exclusion | $27,612 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNDERWRITING REVENUE | Description |
| Business Code | 541800 | BusinessCode |
| Total Revenue Column | 2060974 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2060974 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2060974 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 132805547 | TotalRevenueColumn |
| Related Or Exempt Function Income | 114798932 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 461673 | UnrelatedBusinessRevenue |
| Exclusion | $2,066,941 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36789232 | Total |
| Program Services | 36789232 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1196093 | Total |
| Program Services | 151840 | ProgramServices |
| Management And General | 705161 | ManagementAndGeneral |
| Fundraising | 339092 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43369846 | Total |
| Program Services | 36252715 | ProgramServices |
| Management And General | 6300425 | ManagementAndGeneral |
| Fundraising | 816706 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3349523 | Total |
| Program Services | 2736123 | ProgramServices |
| Management And General | 526532 | ManagementAndGeneral |
| Fundraising | 86868 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5685319 | Total |
| Program Services | 4644164 | ProgramServices |
| Management And General | 893709 | ManagementAndGeneral |
| Fundraising | 147446 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3229836 | Total |
| Program Services | 2638355 | ProgramServices |
| Management And General | 507717 | ManagementAndGeneral |
| Fundraising | 83764 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264715 | Total |
| Management And General | 264715 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85574 | Total |
| Management And General | 85574 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212882 | Total |
| Management And General | 212882 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6010306 | Total |
| Program Services | 4909635 | ProgramServices |
| Management And General | 944796 | ManagementAndGeneral |
| Fundraising | 155875 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189255 | Total |
| Program Services | 154597 | ProgramServices |
| Management And General | 29750 | ManagementAndGeneral |
| Fundraising | 4908 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10901291 | Total |
| Program Services | 8904932 | ProgramServices |
| Management And General | 1713639 | ManagementAndGeneral |
| Fundraising | 282720 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1854564 | Total |
| Program Services | 1514937 | ProgramServices |
| Management And General | 291530 | ManagementAndGeneral |
| Fundraising | 48097 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2136950 | Total |
| Program Services | 1745609 | ProgramServices |
| Management And General | 335920 | ManagementAndGeneral |
| Fundraising | 55421 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4217697 | Total |
| Program Services | 3445308 | ProgramServices |
| Management And General | 663005 | ManagementAndGeneral |
| Fundraising | 109384 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 979724 | Total |
| Program Services | 800306 | ProgramServices |
| Management And General | 154009 | ManagementAndGeneral |
| Fundraising | 25409 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2785431 | Total |
| Program Services | 2275333 | ProgramServices |
| Management And General | 437859 | ManagementAndGeneral |
| Fundraising | 72239 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4764990 | Total |
| Program Services | 3892375 | ProgramServices |
| Management And General | 749037 | ManagementAndGeneral |
| Fundraising | 123578 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 890544 | Total |
| Program Services | 727458 | ProgramServices |
| Management And General | 139990 | ManagementAndGeneral |
| Fundraising | 23096 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STUDY AWAY FEES | 1312033 | 1312033 | ||
| MISC. MINOR EQUIPMENT P | 681800 | 556942 | 107176 | 17682 |
| DUES AND SUBSCRIPTIONS | 538163 | 439609 | 84597 | 13957 |
| MISCELLANEOUS | 274305 | 224071 | 43120 | 7114 |
| All other Expenses | 117351 | 95859 | 18447 | 3045 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100199 | Total |
| Program Services | 81849 | ProgramServices |
| Management And General | 15751 | ManagementAndGeneral |
| Fundraising | 2599 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131937623 | Total |
| Program Services | 114293282 | ProgramServices |
| Management And General | 15225341 | ManagementAndGeneral |
| Fundraising | 2419000 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23875 | BOY |
| EOY | 23875 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12127968 | BOY |
| EOY | 15900657 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6630449 | BOY |
| EOY | 5424651 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3131624 | BOY |
| EOY | 3108347 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7738010 | BOY |
| EOY | 7685382 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1007672 | BOY |
| EOY | 1037314 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 975556 | BOY |
| EOY | 748604 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 188301496 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 78693526 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111240480 | BOY |
| EOY | 109607970 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30875260 | BOY |
| EOY | 37490802 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30888055 | BOY |
| EOY | 27328777 | 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 | 17293886 | BOY |
| EOY | 18223798 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222332835 | BOY |
| EOY | 226980177 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9432673 | BOY |
| EOY | 9596810 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60226270 | BOY |
| EOY | 59200000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147253 | BOY |
| EOY | 128975 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18595300 | BOY |
| EOY | 17580699 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88401496 | BOY |
| EOY | 86506484 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56694343 | BOY |
| EOY | 52322139 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15828988 | BOY |
| EOY | 20735950 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61408008 | BOY |
| EOY | 67415604 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133931339 | BOY |
| EOY | 140473693 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222332835 | BOY |
| EOY | 226980177 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 Minus1 Year CurrentYearMinus1Year
| 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 | 0.04630 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.95370 | 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 | 1787028 | OtherCostOrOtherBasis |
| Book Value | 1787028 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 133652263 | OtherCostOrOtherBasis |
| Depreciation | 40042794 | Depreciation |
| Book Value | 93609469 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1712955 | OtherCostOrOtherBasis |
| Depreciation | 342593 | Depreciation |
| Book Value | 1370362 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32460071 | OtherCostOrOtherBasis |
| Depreciation | 24227576 | Depreciation |
| Book Value | 8232495 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18689179 | OtherCostOrOtherBasis |
| Depreciation | 14080563 | Depreciation |
| Book Value | 4608616 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 109607970 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PRIVATE EQUITY FUNDS | 1612526 | F |
| HEDGE FUNDS | 14400035 | F |
| LIFE INSURANCE | 1333493 | F |
| Real estate | 8281345 | F |
| Misc Investments | 1701378 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 27328777 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CONSTRUCTION IN PROGRESS | 3179483 |
| DEPOSITS HELD BY TRUSTEE | 4682452 |
| BOND ACQUISITION COSTS | 1474618 |
| Funds held in trust by others | 8887245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 18223798 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSIT ACCOUNTS | $1,445,115 |
| ANNUITIES PAYABLE | $5,258,457 |
| FUNDS HELD FOR OTHERS | $1,288,549 |
| ASSET RETIREMENT OBLIGATION | $885,411 |
| Unamortizied Premium | $1,077,472 |
| Government grants refundable | $7,625,695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 17580699 | TotalOfAmounts |
| Total Revenue | 132805547 | TotalRevenue |
| Total Expenses | 131937623 | TotalExpenses |
| Excess Or Deficit For Year | 867924 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4793889 | NetUnrealizedGLOnInvestments |
| Other | $880,541 | OtherAmount |
| Total Adjustments | 5674430 | TotalAdjustments |
| Excess Or Deficit Per FS | 6542354 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 100751270 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4793889 | NetUnrealizedGainsInvestments |
| Other Revenues | 153948 | OtherRevenues |
| Revenue Not Rptd F990 | 4947837 | RevenueNotRptdF990 |
| Revenue Subtotal | 95803433 | RevenueSubtotal |
| Other Revenues Not Included | 37002114 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 37002114 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 132805547 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 94208916 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -726593 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -726593 | ExpensesNotRptdF990 |
| Expenses Subtotal | 94935509 | ExpensesSubtotal |
| Other Expenses Not Included | 37002114 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 37002114 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 131937623 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | 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: | Description of Uncertain Tax Positions Under FIN 48: | In accordance with the accounting standard on Accounting for Uncertainty in Income Taxes, the University addresses the determination of whether tax benefits claimed on a tax return should be recorded in the financial statements. Under this guidance, the University may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merit of the position. Examples of tax positions include the tax-exempt status of the University and various positions related to the potential sources of unrelated business taxable income. There were no significant unrecognized tax benefits identified or recorded as liabilities during fiscal year 2010. Open tax years subject to examination by the U.S. taxing authorities are for the years 2007 to 2009, which statutes expire in 2010 to 2012, respectively. |
| PART XI, LINE 8: ADJUSTMENT OF ACTUARIAL LIABILITY FOR ANNUITIES PAYABLE: $1,595,376 LOSS ON CONTRIBUTIONS RECEIVABLE: ($868,783) FUNDRAISING EVENT EXPENSES AGAINST INCOME ON FINANCIAL STMTS: $69,050 Rental Expenses Against Income on Financial Stmts: $84,898 Part XII, line 2d: FUNDRAISING EVENT EXPENSES AGAINST INCOME ON FINANCIAL STMTS: $69,050 Rental Expenses Against Income on Financial Stmts: $84,898 Part XII, Line 4b: Scholarships and Grants: $36,789,232 Investment Fees: $212,882 Part XIII, Line 2d: Actuarial Adjustment: ($1,595,376) Loss on Contributions Receivable: $868,783 Part XIII, Line 4b: Scholarships and Grants: $36,789,232 Investment Fees: $212,882 |
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 |
| Pub Via Broadcast Media Expln | 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. | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | 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. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (10 entries)
| RegionRegion | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| Central America and the Caribbean | 4 | Program Services | Study abroad activities; On-site program administration | 190549 |
| East Asia and the Pacific | 7 | Program Services | Study abroad activities; On-site program administration; Student recruitment | 180976 |
| Europe (Including Iceland & Greenland) | 9 | Program Services | Study abroad activities; On-site program administration; Student recruitment; Curriculum development | 182370 |
| Middle East and North Africa | 2 | Program Services | Study Abroad Activities | 27838 |
| North America | 6 | Program Services | Study abroad activities; On-site program administration | 139549 |
| South America | 2 | Program Services | Study abroad activities | 124164 |
| Sub-Saharan Africa | 2 | Program Services | Study abroad activities | 48402 |
| Antarctica | 1 | Program Services | Study abroad activities | 204174 |
| Europe (Including Iceland & Greenland) | Investments | |||
| Central America and the Caribbean | Investments |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 33 | TotalNumberOfEmployees |
| Total Amount Spent | 1098022 | TotalAmountSpent |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | KPLU Special Events | NameOfEvent1 |
| Gross Receipts Event1 | 96662 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 96662 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 69050 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 96662 | GrossReceiptsTotal |
| Gross Revenue Total Events | 96662 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 69050 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 69050 | DirectExpenseSummaryEvents |
| Net Income Summary | 27612 | 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 | 3077 | NumberOfRecipients |
| Amount Of Cash Grant | 36789232 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Other Information: | Identifier |
| Return Reference | Part IV: | ReturnReference |
| 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 |
| 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 | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (6 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 | |||||||||||||
| 248812 | 0 | 60000 | 0 | 47646 | 0 | 103250 | 0 | 79731 | 0 | 539439 | 0 | 0 | 0 |
| Sheri Tonn | |||||||||||||
| 168297 | 0 | 0 | 0 | 0 | 0 | 32370 | 0 | 6268 | 0 | 206935 | 0 | 0 | 0 |
| Laura Majovski | |||||||||||||
| 132845 | 0 | 0 | 0 | 0 | 0 | 27961 | 0 | 29488 | 0 | 190294 | 0 | 0 | 0 |
| Stephen Olson | |||||||||||||
| 121017 | 0 | 0 | 0 | 338 | 0 | 10668 | 0 | 39845 | 0 | 171868 | 0 | 0 | 0 |
| John Lee | |||||||||||||
| 56919 | 0 | 0 | 0 | 116438 | 0 | 18339 | 0 | 730 | 0 | 192426 | 0 | 0 | 0 |
| James Brock | |||||||||||||
| 138898 | 0 | 0 | 0 | 0 | 0 | 15855 | 0 | 7284 | 0 | 162037 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1b | Part I, line 1b -- Spouse of President traveled as an official representative of university with President. | |
| Part III | Part I, line 4b -- Loren J. Anderson 457 (f) plan -- $77,000 | Supplemental Information |
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 |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 63357191 | TotalProceeds |
| Amount In Reserve Fund | 3816213 | AmountInReserveFund |
| Amount Defeased | 30900647 | AmountDefeased |
| Issuance Costs From Proceeds | 1640331 | IssuanceCostsFromProceeds |
| 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 |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| 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 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Korsmo Construction | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Husband of Trustee | Relationship |
| Amount Of Transaction | 1618092 | AmountOfTransaction |
| Description Of Transaction | Building Construction | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1100 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV Appraisal | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1995 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 29 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 325988 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 100000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1000 | 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 | 22 | 8642 | Cost of donated item |
| X | Company Products | 3 | 21010 | Cost of donated item |
| X | Equipment/misc items | 1 | 500 | 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 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The form 990 is provided to the full board for their review before filing. |
| Form 990, Part VI, Section B, line 12c | Pacific Lutheran University annually requires Board members and key employees to complete conflict of interest survey. 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 2c | The oversight process has not changed from prior year |
| Schedule K, Part II, Line 5 Issuance costs from proceeds: Bond Issuance Cost = $601,083 Credit Enhancement Fees = $1,039,248 |