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Nonprofit · EIN 95-2962604

CALIFORNIA LUTHERAN UNIVERSITY

Tax-exempt · THOUSAND OAKS, CA 91360

Financials

$178.8M$190.6M2022$185.1M$192.5M2023$204.8M$191.3M2024
Revenue Expenses · by fiscal year end
Financials of CALIFORNIA LUTHERAN UNIVERSITY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990$204,848,435$191,269,448$13,578,987$378,184,981$71,714,454$306,470,527
May 31, 2024990$185,136,567$192,531,196-$7,394,629$379,668,648$83,589,599$296,079,049
May 31, 2023990$178,848,556$190,569,267-$11,720,711$377,672,792$86,453,807$291,218,985
Financial details: 990 for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$19,860,481
of which government grants
$10,453,582
Program service revenue
$162,576,155
Investment income
$21,995,656
Net rental income
$438,438
Net gain from sales of assets
$15,201,598
Net income from fundraising events
-$22,295
Other revenue
$416,143

Expenses

Grants and similar amounts paid
$67,703,559
Compensation of officers, directors and key employees
$4,206,665
Other salaries and wages
$54,921,941
Salaries, compensation and benefits (total)
$72,638,376
Professional fundraising fees
$0
Legal fees
$954,950
Accounting fees
$112,950
Occupancy
$6,334,356
Travel
$1,989,593
Depreciation
$8,295,812
Program services (functional)
$173,148,160
Management and general (functional)
$15,766,816
Fundraising (functional)
$2,354,472

Balance sheet and other

Total assets, start of year
$379,668,648
Total assets, end of year
$378,184,981
Total liabilities, end of year
$71,714,454
Net assets, end of year
$306,470,527
Land, buildings and equipment
$136,345,528
Publicly traded securities
$157,694,754
Net assets without donor restrictions
$170,963,872
Net assets with donor restrictions
$135,506,655
Gross unrelated business income
$441,274
Gross receipts
$394,051,446
Employees
2,266
Volunteers
60
Year formed
1959
State of legal domicile
CA

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.

NameTitleHours / weekCompensationOther / benefits
VARLOTTA LORIPRESIDENT (THRU 05/24)
Key employee
40$1,320,882$68,696
NEILSON LEANNEPROVOST/VP, ACADEMIC AFFAIRS
Key employee
40$281,646$13,895
APFELTHALER GERHARDDEAN, SCHOOL OF MANAGEMENT
Key employee
40$245,166$19,131
NUNES JOHN APRESIDENT (AS OF 06/24)
Trustee or director, Officer
40$263,221$863
RICHARDS MARVINGENERAL COUNSEL
Key employee
40$238,777$20,940
WARD MATTHEW - VPENROLLMENT MANAGEMENT, MARKETING
Key employee
40$239,741$14,027
BIDDINGS-MURO REGINAVP, UNIVERSITY ADVANCEMENT
Key employee
40$237,149$11,327
YSASI RICHARD - TREASURERVP, ADMIN. & FIN. (THRU 11/24)
Officer
40$232,088$3,597
HOLIGROCKI RICHARDDEAN, GRADUATE SCHOOL OF PSYCHOLOGY
Highest-paid employee
40$210,429$24,487
VAN OMMEREN RYANASSOCIATE VP, FACILITY OPERATIONS
Key employee
40$197,418$17,006
HILLIS MICHAELDEAN, SCHOOL OF EDUCATION
Highest-paid employee
40$189,107$20,832
VAIMAN VLADPROFESSOR
Highest-paid employee
40$189,340$16,591
ROPER MELINDA - VPSTUDENT AFFAIRS/DEAN OF STUDENTS
Key employee
40$184,281$13,903
MARSELIAN ZAREHCHIEF INFORMATION OFFICER
Highest-paid employee
40$181,869$16,236
FEINUP MATTHEWASSOCIATE PROFESSOR
Highest-paid employee
40$186,714$5,993
33 more people on this return
NameTitleHours / weekCompensationOther / benefits
WINDHAM-HUGHES COLLEENFORMER FACULTY CHAIR/BOARD MEMBER
Former
40$152,894$21,063
KIMBALL CHRISFORMER PRESIDENT
Former
40$123,801$3,425
WEE ALLISONFORMER FACULTY CHAIR/BOARD MEMBER
Former
40$109,165$10,352
BOYNTON ANNCHAIR
Trustee or director, Officer
1$0$0
CAMARILLO BILLVICE CHAIR
Trustee or director, Officer
1$0$0
DEFRANK TEDSECRETARY/BOARD MEMBER
Trustee or director, Officer
1$0$0
ANDERSON PHYLLISBOARD MEMBER
Trustee or director
1$0$0
BARKER DAVIDBOARD MEMBER (AS OF 02/25)
Trustee or director
1$0$0
BAUMHEFNER LINDABOARD MEMBER
Trustee or director
1$0$0
BESSEY REV JIMBOARD MEMBER (THRU 05/25)
Trustee or director
1$0$0
BINSLEY ANDREWBOARD MEMBER
Trustee or director
1$0$0
BOS BRENDABOARD MEMBER (AS OF 10/24)
Trustee or director
1$0$0
BOYCE MARYBOARD MEMBER
Trustee or director
1$0$0
DOWNS TRACYBOARD MEMBER
Trustee or director
1$0$0
GUPTA GITABOARD MEMBER
Trustee or director
1$0$0
GUTIERREZ ARNOLDBOARD MEMBER
Trustee or director
1$0$0
HILL ANNEBOARD MEMBER
Trustee or director
1$0$0
HILL LAUREENBOARD MEMBER (THRU 12/24)
Trustee or director
1$0$0
HUTTERER DEBORAHBOARD MEMBER (THRU 09/24)
Trustee or director
1$0$0
IRWIN JONBOARD MEMBER (AS OF 08/24)
Trustee or director
1$0$0
JAECH RICHARDBOARD MEMBER (THRU 04/25)
Trustee or director
1$0$0
JONES KENBOARD MEMBER (AS OF 08/24)
Trustee or director
1$0$0
LUNDEEN-SMUCK SUSANBOARD MEMBER
Trustee or director
1$0$0
MCNEIL MALCOLMBOARD MEMBER
Trustee or director
1$0$0
NEBENS CARRIEBOARD MEMBER
Trustee or director
1$0$0
OGBECHIE NKEMBOARD MEMBER (THRU 10/24)
Trustee or director
1$0$0
OLSON KARENBOARD MEMBER (AS OF 08/24)
Trustee or director
1$0$0
PITTMAN JEFFBOARD MEMBER (AS OF 02/25)
Trustee or director
1$0$0
POAST KIMBOARD MEMBER (AS OF 08/24)
Trustee or director
1$0$0
RUSSELL FELECIABOARD MEMBER (AS OF 02/25)
Trustee or director
1$0$0
SOULES MIKEBOARD MEMBER
Trustee or director
1$0$0
WOODS JRBOARD MEMBER (THRU 07/24)
Trustee or director
1$0$0
FAHNESTOCK BRIAN - TREASURERINTERIM VP/ADMIN/FIN (AS OF 01/25)
Officer
40$0$0
990 for the year ended May 31, 2024: 43 people
NameTitleHours / weekCompensationOther / benefits
VARLOTTA LORIPRESIDENT
Trustee or director, Officer
40$591,359$165,354
NEILSON LEANNEPROVOST/VP, ACADEMIC AFFAIRS
Key employee
40$293,415$35,533
WARD MATTHEWVP, ENROLLMENT MANAGEMENT, MARKETING
Key employee
40$252,378$36,430
APFELTHALER GERHARDDEAN, SCHOOL OF MANAGEMENT
Key employee
40$248,625$34,573
BIDDINGS-MURO REGINAVP, UNIVERSITY ADVANCEMENT
Key employee
40$241,703$30,728
HOLIGROCKI RICHARDDEAN, GRADUATE SCHOOL OF PSYCHOLOGY
Highest-paid employee
40$217,596$31,945
YSASI RICHARD - TREASURERVP, ADMINISTRATION & FINANCE
Officer
40$223,274$20,127
VAN OMMEREN RYANASSOCIATE VP, FACILITY OPERATIONS
Key employee
40$209,158$31,183
ROPER MELINDAVP, STUDENT AFFAIRS/DEAN OF STUDENTS
Key employee
40$202,158$26,300
MARSELIAN ZAREHCHIEF INFORMATION OFFICER
Highest-paid employee
40$193,972$26,450
HILLIS MICHAELDEAN, SCHOOL OF EDUCATION
Highest-paid employee
40$191,494$28,651
VAIMAN VLADPROFESSOR
Highest-paid employee
40$191,962$27,935
PARHAM PATRICIA - ASSISTANTVP, HUMAN RESOURCES (THRU 04/24)
Key employee
40$194,388$17,852
OLSON MARYASSOCIATE VP - KCLU BROADCAST
Highest-paid employee
40$196,055$15,311
KIMBALL CHRISFORMER PRESIDENT
Former
40$153,179$24,284
BUCHANAN CRISTALLEA - FORMERVP TALENT/CULTURE/DIV (THRU 08/23)
Former
40$142,315$29,992
WINDHAM-HUGHES COLLEENFORMER FACULTY CHAIR/BOARD MEMBER
Former
40$118,442$28,719
WEE ALLISONFORMER FACULTY CHAIR/BOARD MEMBER
Former
40$106,461$16,927
BOYNTON ANN - CHAIR(AS OF 09/23)/SECR (THRU 08/23)
Trustee or director, Officer
1$0$0
CAMARILLO BILL - VICE CHAIR(AS OF 09/23)/CHAIR (THRU 08/23)
Trustee or director, Officer
1$0$0
FOSTER RANDALLVICE CHAIR (THRU 08/23)
Trustee or director, Officer
1$0$0
DEFRANK TEDSECR (AS OF 09/23)/BOARD MEMBER
Trustee or director, Officer
1$0$0
ANDERSON PHYLLISBOARD MEMBER
Trustee or director
1$0$0
BAUMHEFNER LINDABOARD MEMBER
Trustee or director
1$0$0
BESSEY REV JIMBOARD MEMBER
Trustee or director
1$0$0
BINSLEY ANDREWBOARD MEMBER
Trustee or director
1$0$0
BOYCE MARYBOARD MEMBER
Trustee or director
1$0$0
DOWNS TRACYBOARD MEMBER
Trustee or director
1$0$0
GILBERT RODBOARD MEMBER (THRU 08/23)
Trustee or director
1$0$0
GUPTA GITABOARD MEMBER
Trustee or director
1$0$0
GUTIERREZ ARNOLDBOARD MEMBER
Trustee or director
1$0$0
HILL ANNEBOARD MEMBER
Trustee or director
1$0$0
HILL LAUREENBOARD MEMBER
Trustee or director
1$0$0
HUTTERER DEBORAHBOARD MEMBER
Trustee or director
1$0$0
IRWIN JONBOARD MEMBER (THRU 08/23)
Trustee or director
1$0$0
JAECH RICHARDBOARD MEMBER
Trustee or director
1$0$0
LUNDEEN-SMUCK SUSANBOARD MEMBER
Trustee or director
1$0$0
MCNEIL MALCOLMBOARD MEMBER
Trustee or director
1$0$0
NEBENS CARRIEBOARD MEMBER
Trustee or director
1$0$0
OGBECHIE NKEMBOARD MEMBER
Trustee or director
1$0$0
PAPAGEORGE DEBRABOARD MEMBER (THRU 09/23)
Trustee or director
1$0$0
SOULES MIKEBOARD MEMBER
Trustee or director
1$0$0
WOODS JRBOARD MEMBER
Trustee or director
1$0$0
990 for the year ended May 31, 2023: 52 people
NameTitleHours / weekCompensationOther / benefits
VARLOTTA LORIPRESIDENT
Trustee or director, Officer
40$564,083$163,429
NEILSON LEANNEPROVOST/VP, ACADEMIC AFFAIRS
Key employee
40$285,626$37,563
APFELTHALER GERHARDDEAN, SCHOOL OF MANAGEMENT
Key employee
40$254,645$35,253
BIDDINGS-MURO REGINAVP, UNIVERSITY ADVANCEMENT
Key employee
40$237,145$32,338
WARD MATTHEWVP, ENROLLMENT MANAGEMENT, MARKETING
Key employee
40$233,013$35,431
DAVIS KAREN - VPADMINISTRATION & FINANCE (THRU 08/22)
Officer
40$237,933$25,050
BUCHANAN CRISTALLEAVP, TALENT CULTURE, AND DIVERSITY
Key employee
40$208,174$36,355
KNUDSEN THOMASGENERAL COUNSEL
Key employee
40$234,138$1,460
VAN OMMEREN RYANASSOCIATE VP, FACILITY OPERATIONS
Key employee
40$200,464$31,713
ROPER MELINDAVP, STUDENT AFFAIRS/DEAN OF STUDENTS
Key employee
40$196,461$31,068
HOLIGROCKI RICHARDDEAN, GRADUATE SCHOOL OF PSYCHOLOGY
Highest-paid employee
40$192,632$32,904
MARSELIAN ZAREHCHIEF INFORMATION OFFICER
Highest-paid employee
40$189,804$28,985
VAIMAN VLADPROFESSOR
Highest-paid employee
40$186,815$29,864
HILLIS MICHAELDEAN, SCHOOL OF EDUCATION
Highest-paid employee
40$186,450$29,592
PARHAM PATRICIAASSISTANT VP, HUMAN RESOURCES
Key employee
40$190,422$19,765
OLSON MARYASSOCIATE VP - KCLU BROADCAST
Highest-paid employee
40$192,226$17,241
YSASI RICHARDVP, ADMINISTRATION & FINANCE
Officer
40$188,699$19,483
KIMBALL CHRISFORMER PRESIDENT
Former
40$144,472$23,980
WINDAM-HUGHES COLLEENFORMER FACULTY CHAIR/BOARD MEMBER
Former
40$110,762$21,273
WEE ALLISONFORMER FACULTY CHAIR/BOARD MEMBER
Former
40$105,065$17,760
CAMARILLO BILLCHAIR OF THE BOARD
Trustee or director, Officer
1$0$0
OVERTON JIMVICE CHAIR (THRU 08/22)
Trustee or director, Officer
1$0$0
FOSTER RANDALLVICE CHAIR (AS OF 08/22)
Trustee or director, Officer
1$0$0
BOYNTON ANNSECRETARY
Trustee or director, Officer
1$0$0
ANDERSON PHYLLISBOARD MEMBER
Trustee or director
1$0$0
BAUMHEFNER LINDABOARD MEMBER
Trustee or director
1$0$0
BESSEY REV JIMBOARD MEMBER
Trustee or director
1$0$0
BINSLEY ANDREWBOARD MEMBER
Trustee or director
1$0$0
BOYCE MARYBOARD MEMBER
Trustee or director
1$0$0
CHADWICK SUEBOARD MEMBER (THRU 08/22)
Trustee or director
1$0$0
DEFRANK TEDBOARD MEMBER
Trustee or director
1$0$0
DOWNS TRACYBOARD MEMBER
Trustee or director
1$0$0
GILBERT RODBOARD MEMBER
Trustee or director
1$0$0
GUPTA GITABOARD MEMBER
Trustee or director
1$0$0
GUTIERREZ ARNOLDBOARD MEMBER
Trustee or director
1$0$0
HILL ANNEBOARD MEMBER
Trustee or director
1$0$0
HILL LAUREENBOARD MEMBER
Trustee or director
1$0$0
HUTTERER DEBORAHBOARD MEMBER
Trustee or director
1$0$0
IRWIN JONBOARD MEMBER
Trustee or director
1$0$0
JAECH RICHARDBOARD MEMBER
Trustee or director
1$0$0
LUNDEEN-SMUCK SUSANBOARD MEMBER
Trustee or director
1$0$0
MCNEIL MALCOLMBOARD MEMBER
Trustee or director
1$0$0
MORRELL GORDONBOARD MEMBER (THRU 01/23)
Trustee or director
1$0$0
NAGLER REV DAVIDBOARD MEMBER (THRU 09/22)
Trustee or director
1$0$0
NAUSIN REV FRANKBOARD MEMBER (THRU 08/22)
Trustee or director
1$0$0
NEBENS CARRIEBOARD MEMBER
Trustee or director
1$0$0
OGBECHIE NKEMBOARD MEMBER
Trustee or director
1$0$0
OLSON KARENBOARD MEMBER (THRU 08/22)
Trustee or director
1$0$0
PAPAGEORGE DEBRABOARD MEMBER
Trustee or director
1$0$0
SOULES MIKEBOARD MEMBER
Trustee or director
1$0$0
SWEENEY DEBORAHBOARD MEMBER (THRU 08/22)
Trustee or director
1$0$0
WOODS JRBOARD MEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
60 W OLSEN RD 1200, THOUSAND OAKS, CA 91360-2700
In care of
% TOM MARSH
Principal officer (990 for 2024)
JOHN A NUNES, 60 WEST OLSEN ROAD M/C 1200, THOUSAND OAKS, CA 913602700
Signed the 990
DAVE LAWRENCE, VP FOR ADMIN AND FINANCE
Phone
(805) 493-3181
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-2962604 or by the name CALIFORNIA LUTHERAN UNIVERSITY.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

THE MISSION OF THE UNIVERSITY IS TO EDUCATE LEADERS FOR A GLOBAL SOCIETY WHO ARE STRONG IN CHARACTER AND JUDGMENT, CONFIDENT IN THEIR IDENTITY AND VOCATION, AND COMMITTED TO SERVICE AND JUSTICE.

990 for the year ended May 31, 2025

Program accomplishments

  • HIGHER EDUCATION: PROVIDED QUALITY EDUCATION FOR UNDERGRADUATE STUDENTS AND GRADUATE STUDENTS. CALIFORNIA LUTHERAN UNIVERSITY OFFERS UNDERGRADUATE, GRADUATE AND CONTINUING EDUCATION PROGRAMS THROUGH ITS COLLEGE OF ARTS AND SCIENCES, SCHOOL OF MANAGEMENT, GRADUATE SCHOOL OF EDUCATION, GRADUATE SCHOOL OF PSYCHOLOGY AND PACIFIC LUTHERAN THEOLOGICAL SEMINARY. THE UNIVERSITY OFFERS 40 UNDERGRADUATE MAJORS AND 42 UNDERGRADUATE MINORS ARE OFFERED THROUGH OUR UNDERGRADUATE PROGRAMS. MASTER'S DEGREE PROGRAMS ARE OFFERED IN EDUCATION, BUSINESS ADMINISTRATION, PUBLIC POLICY AND ADMINISTRATION, COMPUTER SCIENCE, PSYCHOLOGY, INFORMATION SYSTEMS AND TECHNOLOGY, ECONOMICS, DIVINITY, ARTS, AND THEOLOGICAL STUDIES. THE UNIVERSITY OFFERS DOCTORAL PROGRAMS IN EDUCATIONAL LEADERSHIP, HIGHER EDUCATION LEADERSHIP, AND CLINICAL PSYCHOLOGY PH.D.
    Expenses $108,701,254 · grants $67,626,899 · revenue $134,423,642
  • STUDENT SERVICES: THIS PROGRAM PROVIDES SUPPORT FOR STUDENT LIFE ACTIVITIES, ATHLETICS, STUDENT HEALTH AND OTHER SERVICES TO STUDENTS.
    Expenses $24,168,058 · revenue $1,306,783
  • HIGHER EDUCATION ACADEMIC SUPPORT DEPARTMENTS INCLUDE UNIVERSITY LIBRARY, COMPUTER & MEDIA LABS, AND FACULTY DEVELOPMENT PROGRAMS. PUBLIC SERVICE DEPARTMENTS INCLUDE THE DAY CARE CENTER, KCLU (PUBLIC RADIO STATION) AND EVENT SERVICES TO SERVE THE COMMUNITY.
    Expenses $20,185,328 · grants $76,660 · revenue $3,902,807
  • AUXILIARY OPERATION: IT IS CALIFORNIA LUTHERAN UNIVERSITY'S MISSION TO BE A RESIDENTIAL CAMPUS. THE MAJORITY OF THE TRADITIONAL UNDERGRADUATE STUDENT POPULATION RESIDES ON CAMPUS TO ATTEND EDUCATIONAL PROGRAMS.
    Expenses $20,093,520 · revenue $22,942,923

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 yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990 on file

IRS record

EIN
95-2962604
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Exempt since
1983
Accounting year ends
May
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B430)
Assets (IRS master file)
$378,184,981
Income (IRS master file)
$394,051,446

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2025$204,848,435$191,269,448$378,184,981XML
990-TMay 2025–––IRS
990May 2024$185,136,567$192,531,196$379,668,648XML
990-TMay 2024–––IRS
990May 2023$178,848,556$190,569,267$377,672,792XML
990-TMay 2023–––IRS
990May 2022$199,868,867$179,292,464$398,038,694IRS
990-TMay 2022–––IRS
990May 2021–––IRS
990-TMay 2021–––IRS
990May 2020–––IRS
990May 2019–––IRS
990May 2018–––IRS

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 95-2962604).

Questions about CALIFORNIA LUTHERAN UNIVERSITY

What is the EIN of CALIFORNIA LUTHERAN UNIVERSITY?
The employer identification number (EIN) of CALIFORNIA LUTHERAN UNIVERSITY is 95-2962604.
Is CALIFORNIA LUTHERAN UNIVERSITY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Which annual return does CALIFORNIA LUTHERAN UNIVERSITY 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 CALIFORNIA LUTHERAN UNIVERSITY 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 CALIFORNIA LUTHERAN UNIVERSITY 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 CALIFORNIA LUTHERAN UNIVERSITY?
The 990 for the year ended May 31, 2025 names JOHN A NUNES.
Who are the officers and directors of CALIFORNIA LUTHERAN UNIVERSITY?
The 990 for the year ended May 31, 2025 lists 48 people; 18 received compensation from the organization, the highest $1,320,882 (VARLOTTA LORI, PRESIDENT (THRU 05/24)).
How much revenue does CALIFORNIA LUTHERAN UNIVERSITY have?
On its 990 for the year ended May 31, 2025 it reported revenue of $204,848,435, expenses of $191,269,448 and total assets of $378,184,981 at year end.

Other nonprofits in THOUSAND OAKS

All nonprofits in THOUSAND OAKS · California · Education