Nonprofit · EIN 91-0565571
PACIFIC LUTHERAN UNIVERSITY INC
Also known as ATTN PAYROLL, Alpha Psi Omega
Tax-exempt · TACOMA, WA 98447
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $157,869,351 | $163,733,122 | -$5,863,771 | $284,256,855 | $80,060,000 | $204,196,855 |
| May 31, 2024 | 990 | $165,514,048 | $168,552,957 | -$3,038,909 | $293,352,083 | $89,944,170 | $203,407,913 |
| May 31, 2023 | 990 | $158,643,365 | $161,925,234 | -$3,281,869 | $273,406,035 | $89,304,703 | $184,101,332 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $11,208,513
- of which government grants
- $2,936,513
- Program service revenue
- $143,527,079
- Investment income
- $3,002,476
- Net rental income
- $131,283
- Net gain from sales of assets
- -$104,222
- Other revenue
- $131,283
Expenses
- Grants and similar amounts paid
- $70,376,573
- Compensation of officers, directors and key employees
- $1,001,524
- Other salaries and wages
- $45,942,939
- Salaries, compensation and benefits (total)
- $58,171,306
- Professional fundraising fees
- $0
- Legal fees
- $254,622
- Accounting fees
- $99,928
- Occupancy
- $2,419,849
- Travel
- $3,283,881
- Depreciation
- $5,429,264
- Program services (functional)
- $149,954,125
- Management and general (functional)
- $12,045,268
- Fundraising (functional)
- $1,733,729
Balance sheet and other
- Total assets, start of year
- $293,352,083
- Total assets, end of year
- $284,256,855
- Total liabilities, end of year
- $80,060,000
- Net assets, end of year
- $204,196,855
- Land, buildings and equipment
- $132,678,484
- Publicly traded securities
- $101,390,335
- Net assets without donor restrictions
- $61,090,000
- Net assets with donor restrictions
- $143,106,855
- Gross unrelated business income
- $806,012
- Gross receipts
- $223,265,973
- Employees
- 2,009
- Volunteers
- 2,858
- Year formed
- 1920
- State of legal domicile
- WA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| L Allan Belton | President Trustee or director, Officer | 40 | $411,963 | $107,643 |
| Joanna Gregson | Provost Key employee | 40 | $222,272 | $22,889 |
| David Ward | Dean, College of Health Prof Highest-paid employee | 40 | $202,602 | $22,071 |
| Joanna Royce-Davis | VP, Student Life Key employee | 40 | $193,018 | $21,645 |
| Daniel Lee | VP of University Relations Highest-paid employee | 40 | $187,145 | $21,295 |
| Cameron Bennett | Dean, College of Professional Studies Highest-paid employee | 40 | $171,791 | $20,397 |
| Ann Auman | Dean, College of Natural Science Highest-paid employee | 40 | $175,007 | $16,813 |
| Patrick Gehring | Treasurer (LEFT 12/6/2024) Officer | 40 | $140,464 | $18,038 |
| Shalita Myrick | COO VP, Admin Services Highest-paid employee | 40 | $118,358 | $7,904 |
| Erika Borell | Treasurer (START 05/2025) Officer | 40 | $82,454 | $5,293 |
| BRUCE DEAL | REGENT/VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARK GRIFFITH | REGENT/VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHELLE LONG | REGENT/CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS SAATHOFF | REGENT/VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TROY ANDRADE | REGENT/SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
22 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARNE NESS | REGENT Trustee or director | 1 | $0 |
| BEN WARWICK | REGENT Trustee or director | 1 | $0 |
| DAVID COY | REGENT Trustee or director | 1 | $0 |
| JAYNEE GROSETH | REGENT Trustee or director | 1 | $0 |
| JONETTE BLAKNEY | REGENT Trustee or director | 1 | $0 |
| JOSEPH MAYER | REGENT Trustee or director | 1 | $0 |
| JOYCE BARR | REGENT Trustee or director | 1 | $0 |
| KATHI LITTMANN | REGENT Trustee or director | 1 | $0 |
| LAURIE LARSON-CAESAR | REGENT Trustee or director | 1 | $0 |
| LAURIE SOINE | REGENT Trustee or director | 1 | $0 |
| MARK MILLER | REGENT Trustee or director | 1 | $0 |
| MATT ISERI | REGENT Trustee or director | 1 | $0 |
| MEGGAN MANLOVE | REGENT Trustee or director | 1 | $0 |
| REBECCA BURAD | REGENT Trustee or director | 1 | $0 |
| SALVADOR MUNGIA | REGENT Trustee or director | 1 | $0 |
| SARA KASS | REGENT Trustee or director | 1 | $0 |
| SCOTT BARNUM | REGENT Trustee or director | 1 | $0 |
| SCOTT SQUIRES | REGENT Trustee or director | 1 | $0 |
| SHEILA RADFORD-HILL | REGENT Trustee or director | 1 | $0 |
| SHELLEY BRYAN-WEE | REGENT Trustee or director | 1 | $0 |
| STACY WILSON | REGENT Trustee or director | 1 | $0 |
| SUSAN CAULKINS | REGENT Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 36 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| L Allan Belton | President Trustee or director, Officer | 40 | $402,500 | $77,133 |
| Joanna Gregson | Provost Key employee | 40 | $225,599 | $33,941 |
| David Ward | Dean, College of Health Prof Highest-paid employee | 40 | $206,333 | $32,237 |
| Joanna Royce-Davis | VP, Student Life Key employee | 40 | $204,594 | $31,874 |
| Daniel Lee | VP of University Relations Highest-paid employee | 40 | $197,708 | $30,784 |
| Cameron Bennett | Dean, College of Professional Studies Highest-paid employee | 40 | $175,833 | $29,157 |
| Ann Auman | Dean, College of Natural Science Highest-paid employee | 40 | $175,833 | $25,731 |
| Patrick Gehring | Treasurer Officer | 40 | $154,755 | $26,778 |
| Kate Boyle | Interim VP, Admin Services Highest-paid employee | 40 | $152,728 | $14,881 |
| BRUCE DEAL | REGENT/VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARK GRIFFITH | REGENT/VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHELLE LONG | REGENT/CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS SAATHOFF | REGENT/VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TROY ANDRADE | REGENT/SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ARNE NESS | REGENT Trustee or director | 1 | $0 | $0 |
| BEN WARWICK | REGENT Trustee or director | 1 | $0 | $0 |
| DAVID COY | REGENT Trustee or director | 1 | $0 | $0 |
| JAYNEE GROSETH | REGENT Trustee or director | 1 | $0 | $0 |
| JONETTE BLAKNEY | REGENT Trustee or director | 1 | $0 | $0 |
| JOSEPH MAYER | REGENT Trustee or director | 1 | $0 | $0 |
| JOYCE BARR | REGENT Trustee or director | 1 | $0 | $0 |
| KATHI LITTMANN | REGENT Trustee or director | 1 | $0 | $0 |
| LAURIE LARSON-CAESAR | REGENT Trustee or director | 1 | $0 | $0 |
| LAURIE SOINE | REGENT Trustee or director | 1 | $0 | $0 |
| MARK MILLER | REGENT Trustee or director | 1 | $0 | $0 |
| MATT ISERI | REGENT Trustee or director | 1 | $0 | $0 |
| MEGGAN MANLOVE | REGENT Trustee or director | 1 | $0 | $0 |
| REBECCA BURAD | REGENT Trustee or director | 1 | $0 | $0 |
| SALVADOR MUNGIA | REGENT Trustee or director | 1 | $0 | $0 |
| SARA KASS | REGENT Trustee or director | 1 | $0 | $0 |
| SCOTT BARNUM | REGENT Trustee or director | 1 | $0 | $0 |
| SCOTT SQUIRES | REGENT Trustee or director | 1 | $0 | $0 |
| SHEILA RADFORD-HILL | REGENT Trustee or director | 1 | $0 | $0 |
| SHELLEY BRYAN-WEE | REGENT Trustee or director | 1 | $0 | $0 |
| STACY WILSON | REGENT Trustee or director | 1 | $0 | $0 |
| SUSAN CAULKINS | REGENT Trustee or director | 1 | $0 | $0 |
990 for the year ended May 31, 2023: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| L ALLAN BELTON | PRESIDENT Trustee or director, Officer | 40 | $563,538 | $69,424 |
| JOANNA GREGSON | PROVOST Key employee | 40 | $217,785 | $54,681 |
| BARBARA HABERMANN | DEAN, SCHOOL OF NURSING Highest-paid employee | 40 | $215,859 | $51,598 |
| JOANNA ROYCE-DAVIS | VP, STUDENT LIFE Key employee | 40 | $199,715 | $50,865 |
| DANIEL LEE | VP, UNIVERSITY RELATIONS Highest-paid employee | 40 | $192,925 | $49,244 |
| THERESA PHILLIPS | CHIEF OPERATING OFFICER Key employee | 40 | $168,800 | $45,148 |
| DAVID WARD | DEAN, COLLEGE OF HEALTH Highest-paid employee | 40 | $173,000 | $28,203 |
| PATRICK GEHRING | TREASURER Officer | 40 | $150,941 | $41,188 |
| BRIDGET YADEN | ASSOCIATE PROVOST Highest-paid employee | 40 | $162,572 | $22,516 |
| ANN AUMAN | DEAN, COLLEGE OF NATURAL Highest-paid employee | 40 | $161,054 | $23,474 |
| MICHELLE LONG | REGENT/CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARK GRIFFITH | REGENT/VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARK MILLER | REGENT Trustee or director | 1 | $0 | $0 |
| SUSAN CAULKINS | REGENT Trustee or director | 1 | $0 | $0 |
| TROY ANDRADE | REGENT/SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOYCE BARR | REGENT Trustee or director | 1 | $0 | $0 |
| JONETTE BLAKNEY | REGENT Trustee or director | 1 | $0 | $0 |
| SHELLEY BRYAN WEE | REGENT Trustee or director | 1 | $0 | $0 |
| REBECCA BURAD | REGENT Trustee or director | 1 | $0 | $0 |
| DAVID COY | REGENT Trustee or director | 1 | $0 | $0 |
| BRUCE DEAL | REGENT/VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JAYNEE GROSETH | REGENT Trustee or director | 1 | $0 | $0 |
| MATT ISERI | REGENT Trustee or director | 1 | $0 | $0 |
| SARA KASS | REGENT Trustee or director | 1 | $0 | $0 |
| LAURIE LARSON-CAESAR | REGENT Trustee or director | 1 | $0 | $0 |
| KATHI LITTMANN | REGENT Trustee or director | 1 | $0 | $0 |
| JOSEPH MAYER | REGENT Trustee or director | 1 | $0 | $0 |
| SAL MUNGIA | REGENT Trustee or director | 1 | $0 | $0 |
| ARNE NESS | REGENT Trustee or director | 1 | $0 | $0 |
| SHELIA RADFORD-HILL | REGENT Trustee or director | 1 | $0 | $0 |
| THOMAS SAATHOFF | REGENT/VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LAURIE SOINE | REGENT Trustee or director | 1 | $0 | $0 |
| SCOTT SQUIRES | REGENT Trustee or director | 1 | $0 | $0 |
| STACY WILSON | REGENT Trustee or director | 1 | $0 | $0 |
| SCOTT BARNUM | REGENT Trustee or director | 1 | $0 | $0 |
| MEGGAN MANLOVE | REGENT Trustee or director | 1 | $0 | $0 |
| BEN WARWICK | REGENT Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 12180 PARK AVE S, TACOMA, WA 98447-0001
- In care of
- % NATHAN P VAILENCOUR
- Mailing address (990-N for 2008)
- 12780 Pacific Ave S, Tacoma WA 98447
- Principal officer (990 for 2024)
- ALLAN BELTON, 12180 PARK AVE S, TACOMA, WA 98447
- Principal officer (990-N for 2008)
- Henry LoughmanAdvisor, 12180 Park Ave S, Tacoma WA 98447
- Signed the 990
- Vince Young, Assoc. VP - Finance
- Phone
- (253) 535-7104
- Website
- www.plu.edu/~apo
- Return prepared by
- Forvis Mazars LLP
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.
Program accomplishments
- SEE SCHEDULE OExpenses $109,443,723 · grants $70,376,573 · revenue $136,418,989
- 1) OPERATIONS AND MAINTENANCE OF PLANT INCLUDING DEPRECIATION, INTEREST EXPENSE AND AMORTIZATION. 2) PUBLIC SERVICE.Expenses $16,275,640
- SEE SCHEDULE OExpenses $15,788,436 · revenue $16,642,711
- AUXILIARY ENTERPRISES: PLU OFFERS NINE RESIDENCE HALLS; EIGHT TRADITIONAL STYLE RESIDENCE HALLS AND ONE APARTMENT-STYLE COMPLEX. DURING THE 2024-25 ACADEMIC YEAR, ON-CAMPUS RESIDENTIAL STUDENTS SERVED 1,067 STUDENTS IN FALL AND SPRING SEMESTERS. PLUDELIVERED DINING SERVICES TO 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 27,000 GUESTS ATTENDING APPROXIMATELY 60 NON-PLU CONFERENCES, CAMPS AND EVENTS DURING 2022-2023. CONFERENCES RANGE IN SIZE FROM ONE-DAY TRAININGS TO OVERNIGHT RETREATS; EDUCATION CONFERENCES; MUSIC CONCERTS; SPORTS CAMPS AND CLINICS. PLUS, HOSPITALITY SERVICES AND CAMPUS RESTAURANTS, INCLUDING THE CATERING DEPARTMENT, PROVIDES MEALS FOR MOST EVENTS AS WELL AS PLU FUNCTIONS. PLU RENTED RESIDENCE HALL ROOMS AND CAMPUS MEETING SPACES TO NEARLY 3,000 GUESTS OVER THE SPAN OF 2 MONTHS DURING THE SUMMER CONFERENCE SEASON.Expenses $8,446,326 · revenue $4,807,651
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 91-0565571
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B430)
- Assets (IRS master file)
- $284,256,855
- Income (IRS master file)
- $223,265,973
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $157,869,351 | $163,733,122 | $284,256,855 | XML |
| 990-T | May 2025 | – | – | – | IRS |
| 990 | May 2024 | $165,514,048 | $168,552,957 | $293,352,083 | XML |
| 990-T | May 2024 | – | – | – | IRS |
| 990 | May 2023 | $158,643,365 | $161,925,234 | $273,406,035 | XML |
| 990-T | May 2023 | – | – | – | IRS |
| 990 | May 2022 | $156,152,250 | $152,290,640 | $282,361,466 | IRS |
| 990-T | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990-T | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: Henry LoughmanAdvisor | May 31, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-0565571).
Questions about PACIFIC LUTHERAN UNIVERSITY INC
- What is the EIN of PACIFIC LUTHERAN UNIVERSITY INC?
- The employer identification number (EIN) of PACIFIC LUTHERAN UNIVERSITY INC is 91-0565571.
- Is PACIFIC LUTHERAN UNIVERSITY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to PACIFIC LUTHERAN UNIVERSITY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PACIFIC LUTHERAN UNIVERSITY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PACIFIC LUTHERAN UNIVERSITY INC due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PACIFIC LUTHERAN UNIVERSITY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of PACIFIC LUTHERAN UNIVERSITY INC?
- The 990 for the year ended May 31, 2025 names ALLAN BELTON.
- Who are the officers and directors of PACIFIC LUTHERAN UNIVERSITY INC?
- The 990 for the year ended May 31, 2025 lists 37 people; 10 received compensation from the organization, the highest $411,963 (L Allan Belton, President).
- How much revenue does PACIFIC LUTHERAN UNIVERSITY INC have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $157,869,351, expenses of $163,733,122 and total assets of $284,256,855 at year end.
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