PACIFIC LUTHERAN UNIVERSITY INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC LUTHERAN UNIVERSITY INC (EIN 91-0565571)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-04-09
- IRS object ID
- 202130999349301753
- Schema version
- 2019v5.2
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-09T16:55:56-05:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22650 | AddressLine1Txt |
| City | YAKIMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 989072650 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910565571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC LUTHERAN UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PACI | BusinessNameControlTxt |
| Phone | 2535357119 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12180 PARK AVE S | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98447 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK GEHRING | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2535357119 | PhoneNum |
| Signature | 2021-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLLEEN RAMIRES | PreparerPersonNm |
| PTIN | P01251320 | PTIN |
| Phone | 5092487750 | PhoneNum |
| Preparation | 2021-04-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALLAN BELTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12180 PARK AVE S | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98447 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $202,013,181 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PLU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | PACIFIC LUTHERAN UNIVERSITY PURPOSEFULLY INTEGRATES THE LIBERAL ARTS, PROFESSIONAL STUDIES AND CIVIC ENGAGEMENT THROUGH DISTINCTIVE INTERNATIONAL PROGRAMS AND FACULTY MENTORED RESEARCH OPPORTUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 2606 | TotalEmployeeCnt |
| Total Volunteers | 2290 | TotalVolunteersCnt |
| Total Gross UBI | $249,868 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,512,546 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,425,961 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $141,729,504 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $140,021,820 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,476,476 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,651,444 | CYInvestmentIncomeAmt |
| PY Other Revenue | $157,537 | PYOtherRevenueAmt |
| CY Other Revenue | $801,613 | CYOtherRevenueAmt |
| PY Total Revenue | $154,876,063 | PYTotalRevenueAmt |
| CY Total Revenue | $157,900,838 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $63,938,681 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $64,397,831 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $61,011,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $61,495,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,740,954 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33,575,683 | PYOtherExpensesAmt |
| CY Other Expenses | $31,127,866 | CYOtherExpensesAmt |
| PY Total Expenses | $158,525,364 | PYTotalExpensesAmt |
| CY Total Expenses | $157,020,697 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,649,301 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $880,141 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $241,099,264 | TotalAssetsBOYAmt |
| Total Assets EOY | $250,118,186 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $81,333,881 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $89,466,505 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $159,765,383 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $160,651,681 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLU SEEKS TO EDUCATE STUDENTS FOR LIVES OF THOUGHTFUL INQUIRY, SERVICE, LEADERSHIP AND CARE - FOR OTHER PEOPLE, FOR THE COMMUNITY AND FOR THE EARTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $98,102,514 | ExpenseAmt |
| Grant | $64,397,831 | GrantAmt |
| Revenue | $124,701,487 | RevenueAmt |
| Desc | ACADEMIC INSTRUCTION: PLU OFFERS 41 MAJORS AND 58 MINORS, AS WELL AS GRADUATE AND PROFESSIONAL PROGRAMS IN BUSINESS (FINANCE, MARKETING ANALYTICS, AND BUSINESS ADMINISTRATION), CREATIVE WRITING, EDUCATION, MARRIAGE AND FAMILY THERAPY, AND NURSING. THE UNIVERSITY HELPS MORE THAN 3,100 STUDENTS FROM ALL FAITHS AND BACKGROUNDS DISCERN THEIR VOCATIONS THROUGH COURSEWORK, MENTORSHIP AND INTERNSHIPS AT WORLD-CLASS PUGET SOUND-AREA BUSINESSES AND INSTITUTIONS. PLU SEEKS STUDENTS FROM EVERY POSSIBLE BACKGROUND, ALL RELIGIONS, ALL RACES, ALL SOCIOECONOMIC GROUPS, ALL SEXUAL ORIENTATIONS, ALL AGES, FROM ALL OVER THE WORLD. FOR THE 2019-20 ACADEMIC YEAR, 41 PERCENT OF INCOMING FIRST-YEAR STUDENTS ARE "FIRST GENERATION," COMING FROM FAMILIES WHERE NEITHER NATURAL NOR ADOPTIVE PARENTS RECEIVED A BACCALAUREATE DEGREE; 45 PERCENT SELF-IDENTIFY AS STUDENTS OF COLOR; AND 34 PERCENT ARE PELL GRANT-ELIGIBLE. THE FIRST AMERICAN UNIVERSITY TO HAVE STUDY AWAY CLASSES ON ALL SEVEN CONTINENTS SIMULTANEOUSLY, PLU ALSO IS THE FIRST PRIVATE UNIVERSITY ON THE WEST COAST TO RECEIVE THE PRESTIGIOUS SENATOR PAUL SIMON AWARD FOR CAMPUS INTERNATIONALIZATION. PLU HOSTS AN EMMY AWARD WINNING MEDIA LAB; A MACARTHUR AWARD-WINNING DETACHMENT OF ARMY ROTC; AND MORE THAN 80 CLUBS AND ACTIVITIES, INCLUDING 19 VARSITY ATHLETIC TEAMS IN THE NORTHWEST CONFERENCE OF NCAA DIVISION III. THE UNIVERSITY CONSISTENTLY RANKS AMONG THE TOP 20 IN U.S. NEWS & WORLD REPORT'S BEST UNIVERSITIES IN THE WEST AND USNWR RECENTLY NAMED PLU AS THE SEVENTH MOST INNOVATIVE SCHOOL, NINTH BEST UNDERGRADUATE TEACHING, AND TENTH BEST VALUE SCHOOL IN THE WEST REGION. THE UNIVERSITY HAS PRODUCED MORE THAN 106 FULBRIGHT SCHOLARS SINCE 1975. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,502,000 | ExpenseAmt |
| Revenue | $12,884,444 | RevenueAmt |
| Desc | ACADEMIC SUPPORT AND STUDENT SERVICES: AT PLU, STUDENTS ARE OFFERED MANY SUPPORT SERVICES, INCLUDING ACADEMIC ASSISTANCE AND ADVISING, DISABILITY SUPPORT SERVICES, CAREER CONNECTIONS AND CAMPUS MINISTRY. HIGHLIGHTS OF 2019-20 INCLUDED THE FORMATION OF PHASE II OF THE NEW CENTER FOR STUDENT SUCCESS, A MISSION ALIGNED, STUDENT-CENTERED REIMAGINING OF ACADEMIC SUPPORT THAT TAKES A HOLISTIC VIEW OF STUDENT SUCCESS. THE CENTER IS A CAMPUS-WIDE COLLABORATION OF UNITS DEDICATED TO HELPING STUDENTS SUCCEED WITH ACADEMIC AND PERSONAL SUPPORT AND RESOURCES. SERVICES INCLUDE: ACADEMIC ADVISING & DEGREE PLANNING, TUTORING & ASSIGNMENT HELP, CAREER & VOCATION PLANNING, FINANCIAL SERVICES, PERSONAL HEALTH & WELLNESS, RESOURCES BY AFFINITY GROUP (COMMUTER STUDENTS, TRANSFER STUDENTS, INTERNATIONAL STUDENTS, FIRST IN THE FAMILY [FIF] STUDENTS, LGBTQ-IDENTIFIED STUDENTS, STUDENTS OF COLOR, AND UNDOCUMENTED STUDENTS.) PHASE II NOW INCLUDES ANOTHER COMPONENT WITH SATTELITE MILITARY OUTREACH OFFICES TO CONNECT VETERANS TO PEERS, PROFESSIONAL DEVELOPMENT AND OTHER RESOURCES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,141,000 | ExpenseAmt |
| Revenue | $2,186,021 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: PLU OFFERS NINE RESIDENCE HALLS; EIGHT TRADITIONAL STYLE RESIDENCE HALLS AND ONE APARTMENT-STYLE COMPLEX. DURING THE 2019-20 ACADEMIC YEAR, ON-CAMPUS RESIDENTIAL STUDENTS SERVED 1,300 STUDENTS IN FALL AND SPRING SEMESTERS. PLU DELIVERED DINING SERVICES TO MORE THAN 3,100 STUDENTS, FACULTY, STAFF AND THE NEIGHBORING COMMUNITY. WE ARE DEDICATED TO PROVIDING NUTRITIONALLY SOUND AND SUSTAINABLY SOURCED MEALS AT OUR MODERN DINING HALL, AT A NOTED RESTAURANT OPEN TO THE PUBLIC AND CAMPUS COMMUNITY, AND THROUGH SEVERAL CONVENIENT QUICK-SERVE OPTIONS LOCATED ACROSS CAMPUS. DINING SERVICES IS A CAMPUS LEADER IN SUSTAINABLE INITIATIVES, OFFERS NUTRITION EDUCATION AND CULINARY ADVENTURE CLASSES, AVAILABLE TO EVERYONE. PLU HOSTED OVER 30,000 GUESTS ATTENDING 95 NON-PLU CONFERENCES AND EVENTS DURING 2019-20. CONFERENCES RANGE IN SIZE FROM ONE-DAY TRAININGS TO OVERNIGHT RETREATS; A MEMORIAL SERVICE; MUSIC CONCERTS; SPORTS CAMPS AND CLINICS. PLU'S HOSPITALITY SERVICES AND CAMPUS RESTAURANTS, INCLUDING THE CATERING DEPARTMENT, PROVIDES MEALS FOR MOST EVENTS AS WELL AS PLU FUNCTIONS. PLU RENTED RESIDENCE HALL ROOMS TO 1,200 ATHLETES AND THEIR CHAPERONES FOR SPECIAL OLYMPICS WASHINGTON SPRING GAMES HELD AT PLU IN EARLY JUNE 2019. APPROXIMATELY AN ADDITIONAL 5,000 VOLUNTEERS, SPECTATORS, VENDORS, STAFF AND ATHLETES WHO DID NOT SLEEP ON CAMPUS ALSO ATTENDED THE GAMES AND FESTIVITIES. THE CATERING DEPARTMENT PROVIDES MEALS FOR MOST EVENTS AND PLU FUNCTIONS. FROM MID MARCH TO THE END OF MAY, 2020, 30 EXTERNAL EVENTS WERE CANCELED DUE TO COVID-19. CANCELED EVENTS WOULD HAVE BROUGHT AN ADDITIONAL 7,000 GUESTS TO CAMPUS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,357,000 | ExpenseAmt |
| Desc | 1.) OPERATIONS AND MAINTENANCE OF PLANT INCLUDING DEPRECIATION, INTEREST EXPENSE AND AMORTIZATION 2.) PUBLIC SERVICE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $17,357,000 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $139,102,514 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3158 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2606 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEMMA DULAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2535358056 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12180 PARK AVE S | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98447 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| L ALLAN BELTON | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $347,420 | $0 | $90,064 | ||
| EDWARD GROGAN | ||||||||
| REGENT/CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK GOULD | ||||||||
| REGENT/VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAURIE JUNGLING | ||||||||
| REGENT/VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK MILLER | ||||||||
| REGENT/VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN CAULKINS | ||||||||
| REGENT/VICE CHAIR/SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DANIEL ALSAKER | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TROY ANDRADE | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOYCE BARR | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIK BENSON | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JONETTE BLAKNEY | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA BURAD | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE DEAL | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY GREENE | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK GRIFFITH | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAYNEE GROSETH | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DARREN HAMBY | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT ISERI | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD JAECH | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA KASS | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURIE LARSON-CAESAR | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE LONG | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| OSAMU MATSUTANI | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH MAYER | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENDA MORRIS | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARNE NESS | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS SAATHOFF | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY SKAGA | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURIE SOINE | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT SQUIRES | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA STRAND | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLEEN TACHIBANA | ||||||||
| REGENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK GEHRING | ||||||||
| TREASURER | 40.00 | Yes (X) | $101,734 | $0 | $7,284 | |||
| JOANNA ROYCE-DAVIS | ||||||||
| VICE PRESIDENT | 40.00 | $189,844 | $0 | $30,392 | Yes (X) | |||
| JOANNA GREGSON | ||||||||
| PROVOST | 40.00 | $189,543 | $0 | $27,949 | Yes (X) | |||
| DANIEL LEE | ||||||||
| VICE PRESIDENT | 40.00 | $180,851 | $0 | $29,475 | Yes (X) | |||
| CHUNG-SHING LEE | ||||||||
| DEAN | 40.00 | $157,620 | $0 | $27,350 | Yes (X) | |||
| JAN LEWIS | ||||||||
| ASSOCIATE PROVOST | 40.00 | $153,012 | $0 | $24,913 | Yes (X) | |||
| CAMERON BENNETT | ||||||||
| DEAN | 40.00 | $144,988 | $0 | $25,997 | Yes (X) | |||
| THERESA PHILLIPS | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $144,229 | $0 | $24,840 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,609,241 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $288,264 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 49 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PEASE & SONS INC | |||||
| 3815 100TH STREET SW SUITE 3A | LAKEWOOD | WA | 98499 | GENERAL CONTRACTOR | $812,383 |
| JOHN KORSMO CONSTRUCTION INC | |||||
| 1940 E D ST STE 300 | TACOMA | WA | 98421 | GENERAL CONTRACTOR | $801,177 |
| WESTMARK CONSTRUCTION INC | |||||
| 6102 N 9TH ST STE 400 | TACOMA | WA | 98406 | GENERAL CONTRACTOR | $486,052 |
| MCGRANAHAN ARCHITECTS PS | |||||
| 2111 PACIFIC AVE 110 | TACOMA | WA | 98402 | ARCHITECT | $391,786 |
| HURLEY ENGINEERING COMPANY TACOMA INC | |||||
| 302 E 26TH ST | TACOMA | WA | 98421 | BOILER SERVICE COMPANY | $309,141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 32 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $510,000 | RelatedOrganizationsAmt |
| Government Grants | $3,844,105 | GovernmentGrantsAmt |
| All Other Contributions | $9,071,856 | AllOtherContributionsAmt |
| Noncash Contributions | $289,136 | NoncashContributionsAmt |
| Total Contributions | $13,425,961 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611600 | $124,701,487 | $124,701,487 | |
| AUXILIARY ENTERPRISES | 611710 | $12,884,444 | $12,884,444 | |
| OTHER ACADEMIC SUPPORT & STUDENT | 611710 | $2,435,889 | $2,186,021 | $249,868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $140,021,820 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,207,510 | TotalRevenueColumnAmt |
| Exclusion | $1,207,510 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,039,522 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $237,909 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $801,613 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $801,613 | TotalRevenueColumnAmt |
| Exclusion | $801,613 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,318,368 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,874,434 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,443,934 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,443,934 | TotalRevenueColumnAmt |
| Exclusion | $2,443,934 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,900,838 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $139,771,952 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $249,868 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,453,057 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,397,831 | TotalAmt |
| Program Services | $64,397,831 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,024,818 | TotalAmt |
| Program Services | $237,456 | ProgramServicesAmt |
| Management And General | $595,134 | ManagementAndGeneralAmt |
| Fundraising | $192,228 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,191,349 | TotalAmt |
| Program Services | $37,255,041 | ProgramServicesAmt |
| Management And General | $7,235,555 | ManagementAndGeneralAmt |
| Fundraising | $1,700,753 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,553,553 | TotalAmt |
| Program Services | $2,953,069 | ProgramServicesAmt |
| Management And General | $497,600 | ManagementAndGeneralAmt |
| Fundraising | $102,884 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,259,024 | TotalAmt |
| Program Services | $5,905,745 | ProgramServicesAmt |
| Management And General | $1,109,594 | ManagementAndGeneralAmt |
| Fundraising | $243,685 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,466,256 | TotalAmt |
| Program Services | $2,809,281 | ProgramServicesAmt |
| Management And General | $537,762 | ManagementAndGeneralAmt |
| Fundraising | $119,213 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,437 | TotalAmt |
| Management And General | $138,437 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,671 | TotalAmt |
| Management And General | $104,671 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,141 | TotalAmt |
| Management And General | $89,141 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,357,018 | TotalAmt |
| Program Services | $2,820,259 | ProgramServicesAmt |
| Management And General | $477,692 | ManagementAndGeneralAmt |
| Fundraising | $59,067 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,106 | TotalAmt |
| Program Services | $470,621 | ProgramServicesAmt |
| Management And General | $87,672 | ManagementAndGeneralAmt |
| Fundraising | $6,813 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,224,918 | TotalAmt |
| Program Services | $5,184,117 | ProgramServicesAmt |
| Management And General | $965,747 | ManagementAndGeneralAmt |
| Fundraising | $75,054 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,589,473 | TotalAmt |
| Program Services | $2,156,516 | ProgramServicesAmt |
| Management And General | $401,736 | ManagementAndGeneralAmt |
| Fundraising | $31,221 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,687,197 | TotalAmt |
| Program Services | $2,237,901 | ProgramServicesAmt |
| Management And General | $416,897 | ManagementAndGeneralAmt |
| Fundraising | $32,399 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,020,490 | TotalAmt |
| Program Services | $3,348,268 | ProgramServicesAmt |
| Management And General | $623,747 | ManagementAndGeneralAmt |
| Fundraising | $48,475 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,203 | TotalAmt |
| Program Services | $565,641 | ProgramServicesAmt |
| Management And General | $105,373 | ManagementAndGeneralAmt |
| Fundraising | $8,189 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,916,680 | TotalAmt |
| Program Services | $1,596,213 | ProgramServicesAmt |
| Management And General | $297,358 | ManagementAndGeneralAmt |
| Fundraising | $23,109 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,722,436 | TotalAmt |
| Program Services | $4,765,650 | ProgramServicesAmt |
| Management And General | $887,791 | ManagementAndGeneralAmt |
| Fundraising | $68,995 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,145,787 | TotalAmt |
| Program Services | $954,212 | ProgramServicesAmt |
| Management And General | $177,760 | ManagementAndGeneralAmt |
| Fundraising | $13,815 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $781,333 | $650,694 | $121,218 | $9,421 |
| PRIZES AND AWARDS | $421,506 | $351,031 | $65,393 | $5,082 |
| STUDY AWAY FEES | $404,935 | $404,935 | ||
| MINOR EQUIPMENT PURCHAS | $45,669 | $38,033 | $7,085 | $551 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,866 | TotalAmt |
| Management And General | $233,866 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,020,697 | TotalAmt |
| Program Services | $139,102,514 | ProgramServicesAmt |
| Management And General | $15,177,229 | ManagementAndGeneralAmt |
| Fundraising | $2,740,954 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,900 | BOYAmt |
| EOY | $20,900 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,382,966 | BOYAmt |
| EOY | $3,864,222 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,961,826 | BOYAmt |
| EOY | $1,434,745 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,212,399 | BOYAmt |
| EOY | $3,357,615 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,020,788 | BOYAmt |
| EOY | $4,701,753 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,385 | BOYAmt |
| EOY | $341,874 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,972 | BOYAmt |
| EOY | $377,764 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $230,750,604 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $93,842,318 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,568,289 | BOYAmt |
| EOY | $136,908,286 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,229,298 | BOYAmt |
| EOY | $72,423,837 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,292,879 | BOYAmt |
| EOY | $23,924,063 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,005,562 | BOYAmt |
| EOY | $2,763,127 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,099,264 | BOYAmt |
| EOY | $250,118,186 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,207,744 | BOYAmt |
| EOY | $8,526,196 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,255,685 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,680,977 | BOYAmt |
| EOY | $62,513,465 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,005,765 | BOYAmt |
| EOY | $577,400 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,698 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,437,697 | BOYAmt |
| EOY | $16,593,759 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,333,881 | BOYAmt |
| EOY | $89,466,505 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,134,326 | BOYAmt |
| EOY | $67,736,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,631,057 | BOYAmt |
| EOY | $92,915,681 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,765,383 | BOYAmt |
| EOY | $160,651,681 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,099,264 | BOYAmt |
| EOY | $250,118,186 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $880,141 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,169,766 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $634,143 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$1,797,753 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $300 | RevenuesIncludedAmt |
| Assets Included | $358,980 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $300 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,215,233 | BeginningYearBalanceAmt |
| Contributions | $1,663,520 | ContributionsAmt |
| Investment Earnings Or Losses | $6,053,232 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,283,449 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,511,274 | OtherExpendituresAmt |
| Administrative Expenses | $280,000 | AdministrativeExpensesAmt |
| End Year Balance | $100,857,262 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,812,716 | BeginningYearBalanceAmt |
| Contributions | $1,651,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,580,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,150,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,343,716 | OtherExpendituresAmt |
| Administrative Expenses | $334,767 | AdministrativeExpensesAmt |
| End Year Balance | $97,215,233 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,235,419 | BeginningYearBalanceAmt |
| Contributions | $4,084,331 | ContributionsAmt |
| Investment Earnings Or Losses | $6,393,280 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,184,131 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,329,671 | OtherExpendituresAmt |
| Administrative Expenses | $386,512 | AdministrativeExpensesAmt |
| End Year Balance | $99,812,716 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,499,771 | BeginningYearBalanceAmt |
| Contributions | $10,241,364 | ContributionsAmt |
| Investment Earnings Or Losses | $8,396,228 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,235,967 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,435,360 | OtherExpendituresAmt |
| Administrative Expenses | $230,617 | AdministrativeExpensesAmt |
| End Year Balance | $95,235,419 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,581,439 | BeginningYearBalanceAmt |
| Contributions | $2,373,824 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,054,389 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,322,581 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,749,633 | OtherExpendituresAmt |
| Administrative Expenses | $328,889 | AdministrativeExpensesAmt |
| End Year Balance | $80,499,771 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15450 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.81820 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02730 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,788,404 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $762,723 | OtherCostOrOtherBasisAmt |
| Book Value | $11,551,127 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $177,696,706 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,591,562 | DepreciationAmt |
| Book Value | $110,105,144 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,764,963 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,009,575 | DepreciationAmt |
| Book Value | $1,755,388 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,981,654 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,893,074 | DepreciationAmt |
| Book Value | $4,088,580 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,756,154 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,348,107 | DepreciationAmt |
| Book Value | $9,408,047 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $136,908,286 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,378,868 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $749,172 | F |
| INVESTMENTS HELD BY OTHERS | $12,922,400 | F |
| INVESTMENTS HELD IN TRUST | $8,873,623 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $23,924,063 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSIT ACCOUNTS | $2,910,753 |
| ANNUITIES PAYABLE | $4,185,632 |
| RETIREMENT OBLIGATION | $1,229,702 |
| GOVERNMENT GRANTS REFUNDABLE | $6,627,893 |
| INTEREST RATE SWAP | $1,639,779 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,593,759 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $92,864,429 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,169,766 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$66,206,176 | OtherRevenueAmt |
| Revenue Not Reported | -$65,036,410 | RevenueNotReportedAmt |
| Revenue Subtotal | $157,900,839 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $157,900,839 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $92,387,274 | TotExpnsEtcAuditedFinclStmtAmt |
| Prior Year Adjustments | -$22,000 | PriorYearAdjustmentsAmt |
| Expenses Not Reported | -$22,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $92,409,274 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $64,611,423 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $64,611,423 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $157,020,697 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE UNIVERSITY'S COLLECTION CONSISTS OF THORNILEY PRINTING PRESS, CLAVIS SCRIPTVRAE SERMONS AND COMMENTARIES ON THE WRITINGS OF ST. AUGUSTINE. THESE ARE HELD FOR EDUCATION PURPOSES WHICH IS THE MAIN EXEMPT PURPOSE OF THE UNIVERSITY. |
| PART IV, LINE 2B: | PLU IS THE CUSTODIAN OF VARIOUS AGENCY, CHARITABLE REMAINDER UNITRUST, AND GIFT ANNUITY FUNDS, OF WHICH ALL OR A PORTION IS DUE TO AN OUTSIDE PARTY. AGENCY FUNDS ARE HELD IN PLU'S MAIN BANK ACCOUNT AND CHARITABLE REMAINDER UNITRUSTS AND GIFT ANNUITIES ARE INVESTED WITH CHARLES SCHWAB. |
| PART V, LINE 4: | INTENDED USES OF ENDOWMENT FUNDS: TO FUND SCHOLARSHIPS, UNDERGRADUATE RESEARCH, EQUIPMENT, LECTURES, ATHLETIC FACILITIES, FACULTY POSITIONS, GLOBAL EDUCATION AND OTHER UNIVERSITY PROGRAMS AS DESIGNATED BY OUR DONORS. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF MAY 31, 2020 AND 2019. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 513,286. PRIOR PERIOD ADJUSTMENTS 203,000. UNREALIZED LOSS ON INTEREST RATE SWAP -2,311,039. SCHOLARSHIPS AND GRANTS -64,397,831. ENDOWMENT EXPENSES, NET WITH REVENUE ON BOOKS -213,592. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 64,397,831. ENDOWMENT EXPENSES, NET WITH REVENUE ON BOOKS 213,592. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY REMAINED RESOLUTE IN COMPLIANCE WITH THE POLICY DURING FYE20. THE FULL POLICY WAS PUBLISHED IN THE TACOMA NEWS TRIBUNE ON FEBRUARY 18, 2020. THE UNIVERSITY FOLLOWS A NONDISCRIMINATORY POLICY REGARDING ALL PROGRAMS. THE UNIVERSITY ENROLLS STUDENTS WITHOUT DISCRIMINATION AS TO RACE, SEX COLOR, OR NATIONAL ORIGIN. THE UNIVERSITY'S RECRUITMENT PROCEDURES ARE DESIGNED AND CARRIED OUT IN SUCH A WAY AS TO REACH STUDENTS OF ALL RACIAL SEGMENTS IN THE GEOGRAPHICAL AREA SERVED. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES SUPPORT FROM THE US GOVERNMENT IN CONNECTION WITH THE PERKINS LOAN PROGRAM, FEDERAL WORK-STUDY PROGRAM, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAM AND OTHER PROGRAMS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 1 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES; ON SITE PROGRAM ADMINISTRATION | $585,459 |
| EAST ASIA AND THE PACIFIC | 0 | 8 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES; ON SITE PROGRAM ADMINISTRATION | $172,559 |
| NORTH AMERICA (CANADA AND MEXICO) | 0 | 4 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES; ON SITE PROGRAM ADMINISTRATION | $149,606 |
| SUB-SAHARAN AFRICA | 0 | 2 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES; ON SITE PROGRAM ADMINISTRATION | $114,270 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 3 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES; ON SITE PROGRAM ADMINISTRATION | $113,834 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES | $71,134 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD ACTIVITIES | $1,695 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | INVESTMENTS | $124,777 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $256,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 18 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Subtotal Spent | $1,333,334 | SubtotalSpentAmt |
| Continuation Spent | $256,932 | ContinuationSpentAmt |
| Total Spent | $1,590,266 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART VI | FOREIGN OWNERSHIP INTERESTS ARE HELD INDIRECTLY THROUGH ALTERNATIVE PARTNERSHIP INVESTMENTS. INVESTMENTS HAVE BEEN ANALYZED FOR POTENTIAL FOREIGN FORM FILING REQUIREMENTS AND FILED AS REQUIRED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MERIT BASED STUDENT SCHOLARSHIPS AND GRANTS | 2653 | $47,747,837 |
| NEEDS BASED STUDENT SCHOLARSHIPS AND GRANTS | 2223 | $15,082,250 |
| FEDERAL NEEDS BASED STUDENT SCHOLARSHIPS AND GRANTS | 966 | $1,067,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PACIFIC LUTHERAN UNIVERSITY OFFERS SCHOLARSHIPS AND GRANTS TO QUALIFIED STUDENTS TO HELP REDUCE THEIR OUT-OF-POCKET TUITION COSTS. STUDENTS RECEIVING FINANCIAL ASSISTANCE OF THIS FORM MUST MEET SPECIFIC CRITERIA SUCH AS ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND OTHER SIMILAR STANDARDS WHETHER PUT IN PLACE BY THE COLLEGE OR BY DONORS OF RESTRICTED FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| L ALLAN BELTON | ||||||||||||||
| PRESIDENT | $253,966 | $0 | $75,000 | $0 | $18,454 | $0 | $78,538 | $0 | $11,526 | $0 | $437,484 | $0 | $0 | $0 |
| JOANNA ROYCE-DAVIS | ||||||||||||||
| VICE PRESIDENT | $160,663 | $0 | $10,000 | $0 | $19,181 | $0 | $19,677 | $0 | $10,715 | $0 | $220,236 | $0 | $0 | $0 |
| JOANNA GREGSON | ||||||||||||||
| PROVOST | $185,469 | $0 | $0 | $0 | $4,074 | $0 | $19,950 | $0 | $7,999 | $0 | $217,492 | $0 | $0 | $0 |
| DANIEL LEE | ||||||||||||||
| VICE PRESIDENT | $151,814 | $0 | $10,000 | $0 | $19,037 | $0 | $19,399 | $0 | $10,076 | $0 | $210,326 | $0 | $0 | $0 |
| CHUNG-SHING LEE | ||||||||||||||
| DEAN | $157,620 | $0 | $0 | $0 | $0 | $0 | $17,268 | $0 | $10,082 | $0 | $184,970 | $0 | $0 | $0 |
| JAN LEWIS | ||||||||||||||
| ASSOCIATE PROVOST | $153,012 | $0 | $0 | $0 | $0 | $0 | $15,326 | $0 | $9,587 | $0 | $177,925 | $0 | $0 | $0 |
| CAMERON BENNETT | ||||||||||||||
| DEAN | $136,988 | $0 | $0 | $0 | $8,000 | $0 | $15,605 | $0 | $10,392 | $0 | $170,985 | $0 | $0 | $0 |
| THERESA PHILLIPS | ||||||||||||||
| CHIEF OPERATING OFFICER | $144,229 | $0 | $0 | $0 | $0 | $0 | $15,181 | $0 | $9,659 | $0 | $169,069 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | ALLAN BELTON PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. |
| PART I, LINE 7 | OCCASIONAL INCENTIVE BONUSES ARE GIVEN TO EXECUTIVE LEADERSHIP AND ARE DETERMINED BY THE BOARD. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| A | 911306482 | 939781ZD5 | 2016-08-11 | $48,933,000 | REFUNDING | 0 | 0 | 0 |
| WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| B | 911306482 | 939781S27 | 2014-07-09 | $9,933,742 | RENOVATION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,973,000 | $48,934,793 | $1,440,959 | $403,596 | $47,089,404 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $9,933,742 | $198,669 | 2015 | 0 | 0 | Yes (1) | Yes (1) | $9,735,073 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WASHINGTON FEDERAL | |||||||||||||||
| A | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 10.000000000000 | 0 | 0 | 0 | MBIA | 30.000000000000 | Yes (1) | 0 | Yes (1) |
| (no name) | |||||||||||||||
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | ||||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 09/09/2019 |
| PART III, LINE 3, COLUMN A: | $48,933,000 ISSUE PRICE $959 INVESTMENT INCOME EARNED ON PROCEEDS $48,933,959 TOTAL PROCEEDS OF ISSUE |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $40 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $950 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $259,271 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $150 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $50 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT/ MISC ITEMS | 5 | $22,878 | FAIR MARKET VALUE |
| Yes (X) | UNRMBRSD EXP. | 9 | $3,506 | FAIR MARKET VALUE |
| Yes (X) | COMPANY PRODUCTS | 2 | $1,791 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED AND REVIEWED BY STAFF AND EXTERNAL ACCOUNTING FIRM. THE FORM WAS THEN PROVIDED AND REVIEWED BY THE ENTIRE BOARD BEFORE IT WAS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | PACIFIC LUTHERAN UNIVERSITY ANNUALLY REQUIRES BOARD MEMBERS AND KEY EMPLOYEES TO COMPLETE CONFLICT OF INTEREST SURVEYS. ANY CONFLICTS ARE DOCUMENTED TO ENSURE PROPER OVERSIGHT. BOARD MEMBERS WITH CONFLICTS ARE REQUIRED TO RECUSE THEMSELVES FROM PROCEEDINGS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT'S COMPENSATION IS REVIEWED, APPROVED AND NOTED IN MINUTES ANNUALLY BY A COMPENSATION COMMITTEE OF THE BOARD. ALL OTHER POSITIONS ARE REVIEWED BY AN IMMEDIATE SUPERVISOR. THE ASSOCIATE VICE PRESIDENT OF HUMAN RESOURCES ASSEMBLES AND REVIEWS COMPARABLE DATA FROM THE INDUSTRY. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE POSTED ON PLU'S WEBSITE AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF TRUST 513,286. UNREALIZED LOSS ON INTEREST RATE SWAP -2,311,039. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARFIELD COMMONS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 WESTERN AVE SUITE 330 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651266546 | EIN |
| Primary Activities | COMMERCIAL RETAIL RENTAL | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Total Income | $319,317 | TotalIncomeAmt |
| End Of Year Assets | $7,728,496 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC LUTHERAN UNIVERSITY | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENSON FAMILY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3168 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203039538 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION FOR PLU | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12D, III-O | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARFIELD COMMONS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 WESTERN AVE SUITE 330 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651266546 | EIN |
| Primary Activities | COMMERCIAL RETAIL RENTAL | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC LUTHERAN UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | $70,957 | ShareOfTotalIncomeAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 1.00000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE REMAINDER UNITRUSTS (22) | |||
| CHARITABLE TRUST | WA | T | 0 |
| LIFE INCOME TRUSTS (3) | |||
| CHARITABLE TRUST | WA | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BENSON FAMILY FOUNDATION | ||
| C | $510,000 | CASH |
| GARFIELD COMMONS LLC | ||
| K | $207,881 | CASH |