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Nonprofiteer
← PACIFIC LUTHERAN UNIVERSITY INC

Form 990 for tax year 2022

Filed by PACIFIC LUTHERAN UNIVERSITY INC.

Totals

Total revenue
$158,643,365
Total expenses
$161,925,234
Contributions and grants received
$14,753,384
Grants paid
$68,186,198
Program service revenue
$138,324,636
Investment income
$6,180,802
Other revenue
-$615,457
Total assets, end of year
$273,406,035
Total liabilities, end of year
$89,304,703
Net assets or fund balances, end of year
$184,101,332
Program services expenses (Part IX)
$147,203,618
Management and general expenses
$13,206,450
Fundraising expenses
$1,515,166
Program service expenses (Part III)
$147,203,618

Program services were 90.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $471,500

  • 1e · Government grants (contributions)

    $4,292,547

  • 1f · All other contributions, gifts and grants

    $9,989,337

  • 1g · Noncash contributions included above

    $117,154

  • 2a · Program service revenue: TUITION AND FEES

    total $119,529,895 · related or exempt $119,529,895

  • 2b · Program service revenue: AUXILIARY ENTERPRISES

    total $14,582,292 · related or exempt $14,582,292

  • 2c · Program service revenue: OTHER ACADEMIC SUPPORT

    total $4,212,449 · related or exempt $3,727,983 · unrelated business $484,466

  • 3 · Investment income

    total $3,189,531 · unrelated business $50 · excluded $3,189,481

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $961,646

  • 6b · Less rental expenses

    real property $1,577,103

  • 6c · Rental income or loss

    real property -$615,457 · personal property $0

  • 6d · Net rental income or loss

    total -$615,457 · excluded -$615,457

  • 7a · Gross sales of assets other than inventory

    securities $70,701,623

  • 7b · Less cost or other basis and sales expenses

    securities $67,710,352

  • 7c · Gain or loss

    securities $2,991,271

  • 7d · Net gain or loss

    total $2,991,271 · excluded $2,991,271

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $68,186,198 · program services $68,186,198

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $1,483,012 · program services $1,271,414 · management and general $185,915 · fundraising $25,683

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $43,615,242 · program services $37,392,171 · management and general $5,467,749 · fundraising $755,322

  • 8 · Pension plan contributions

    total $3,456,265 · program services $2,963,121 · management and general $433,289 · fundraising $59,855

  • 9 · Other employee benefits

    total $6,419,464 · program services $5,503,528 · management and general $804,765 · fundraising $111,171

  • 10 · Payroll taxes

    total $3,382,708 · program services $2,900,060 · management and general $424,067 · fundraising $58,581

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $224,042 · management and general $224,042

  • 11c · Fees: accounting

    total $84,500 · management and general $84,500

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $172,906 · management and general $172,906

  • 11g · Fees: other

    total $4,631,091 · program services $3,970,321 · management and general $580,569 · fundraising $80,201

  • 12 · Advertising and promotion

    total $756,154 · program services $648,265 · management and general $94,794 · fundraising $13,095

  • 13 · Office expenses

    total $6,421,285 · program services $5,505,089 · management and general $804,993 · fundraising $111,203

  • 14 · Information technology

    total $2,601,991 · program services $2,230,736 · management and general $326,194 · fundraising $45,061

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $2,536,227 · program services $2,174,355 · management and general $317,950 · fundraising $43,922

  • 17 · Travel

    total $3,711,430 · program services $3,181,879 · management and general $465,277 · fundraising $64,274

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $1,077,803 · program services $924,021 · management and general $135,117 · fundraising $18,665

  • 20 · Interest

    total $1,615,887 · program services $1,385,330 · management and general $202,573 · fundraising $27,984

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $5,766,076 · program services $4,009,296 · management and general $1,756,780

  • 23 · Insurance

    total $1,533,597 · program services $1,314,781 · management and general $192,257 · fundraising $26,559

  • 24a · Other expenses: EQUIPMENT PURCHASE

    total $591,840 · program services $507,396 · management and general $74,195 · fundraising $10,249

  • 24b · Other expenses: DUES & MEMBERSHIPS

    total $412,157 · program services $353,350 · management and general $51,669 · fundraising $7,138

  • 24c · Other expenses: UNIFORM RENTAL

    total $250,327 · program services $214,610 · management and general $31,382 · fundraising $4,335

  • 24d · Other expenses: LICENSES, FEES & PERMITS

    total $107,977 · program services $92,571 · management and general $13,536 · fundraising $1,870

  • 24e · All other expenses

    total $2,887,055 · program services $2,475,126 · management and general $361,931 · fundraising $49,998

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $21,000 · end of year $19,500

  • 2 · Savings and temporary cash investments

    beginning of year $1,840,627 · end of year $3,837,582

  • 3 · Pledges and grants receivable

    beginning of year $815,113 · end of year $1,211,912

  • 4 · Accounts receivable

    beginning of year $1,593,977 · end of year $2,226,640

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $3,340,967 · end of year $2,640,683

  • 8 · Inventories for sale or use

    beginning of year $396,840 · end of year $489,598

  • 9 · Prepaid expenses and deferred charges

    beginning of year $670,080 · end of year $918,469

  • 10a · Land, buildings and equipment: cost or other basis

    $208,525,202

  • 10b · Land, buildings and equipment: accumulated depreciation

    $75,011,254

  • 10c · Land, buildings and equipment, net

    beginning of year $137,327,210 · end of year $133,513,948

  • 11 · Investments: publicly traded securities

    beginning of year $98,218,519 · end of year $80,601,686

  • 12 · Investments: other securities

    beginning of year $34,324,837 · end of year $43,559,518

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $3,812,296 · end of year $4,386,499

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,788,552 · end of year $14,310,384

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $51,433,800 · end of year $49,973,430

  • 21 · Escrow or custodial account liability

    beginning of year $2,128,798 · end of year $854,122

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $8,472,993 · end of year $8,451,995

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $15,825,771 · end of year $15,714,772

  • 27 · Net assets without donor restrictions

    beginning of year $79,423,000 · end of year $65,095,000

  • 28 · Net assets with donor restrictions

    beginning of year $112,288,552 · end of year $119,006,332

Mission and programs · 2022

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.

Activities or mission (Part I)

PLU PURPOSEFULLY INTEGRATES THE LIBERAL ARTS, PROFESSIONAL STUDIES AND CIVIC ENGAGEMENT THROUGH DISTINCTIVE INTERNATIONAL PROGRAMS AND FACULY MENTORED RESEARCH OPPORTUNITIES.

  • ACADEMIC INSTRUCTION: PLU OFFERS 40 MAJORS AND 60 MINORS, AS WELL AS GRADUATE AND PROFESSIONAL PROGRAMS IN BUSINESS (MARKETING ANALYTIC AND BUSINESS ADMINISTRATION), CREATIVE WRITING, EDUCATION, MARRIAGE AND FAMILY THERAPY, KINESIOLOGY, AND NURSING. THE UNIVERSITY HELPS MORE THAN 2,737 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 2023-24 ACADEMIC YEAR, 54 PERCENT OF INCOMING FIRST-YEAR STUDENTS ARE FIRST GENERATION, COMING FROM FAMILIES WHERE NEITHER NATURAL NOR ADOPTIVE PARENTS RECEIVED A BACCALAUREATE DEGREE; 54 PERCENT SELF-IDENTIFY AS STUDENTS OF COLOR; AND 40 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 MEDIALAB; A MACARTHUR AWARD-WINNING DETACHMENT OF ARMY ROTC; AND MORE THAN 80 CLUBS AND ACTIVITIES, INCLUDING 18 VARSITY ATHLETIC TEAMS IN THE NORTHWEST CONFERENCE OF NCAA DIVISION III. THE UNIVERSITY CONSISTENTLY RANKS AMONG THE TOP 20 IN U.S. NEWS AND WORLD REPORT'S BEST UNIVERSITIES IN THE WEST. USNWR RECENTLY NAMED PLU AS THE THIRD BEST VALUE SCHOOL IN THE WEST REGION, AS WELL AS THE FIFTH BEST COLLEGE FOR VETERANS. THE UNIVERSITY HAS PRODUCED MORE THAN 108 FULBRIGHT SCHOLARS SINCE 1975.

    Expenses $107,436,271 · Grants $68,186,198 · Revenue $119,529,895

  • 1) OPERATIONS AND MAINTENANCE OF PLANT INCLUDING DEPRECIATION, INTEREST EXPENSE AND AMORTIZATION. 2) PUBLIC SERVICE.

    Expenses $15,977,107

  • ACADEMIC SUPPORT AND STUDENT SERVICES: AT PLU, STUDENTS ARE OFFERED MANY SUPPORT SERVICES, INCLUDING ACADEMIC ASSISTANCE AND ADVISING, ACCOMMODATIONS AND ACCESSIBILITY SERVICES, CAREER CONNECTIONS AND CAMPUS MINISTRY. HIGHLIGHTS OF 2022-23 INCLUDED THE STRENGTHENING OF THE CENTER FOR STUDENT SUCCESS, A MISSION-ALIGNED, STUDENT-CENTERED REIMAGINING OF ACADEMIC SUPPORT THAT TAKES A HOLISTIC VIEW OF STUDENT SUCCESS. THE CENTER IS THE HUB OF THAT DIRECTS STUDENTS TO APPROPRIATE UNITS ON CAMPUS FOR HELP WITH ACADEMIC AND PERSONAL SUPPORT AND RESOURCES. SUPPORT SERVICES INCLUDE: ACADEMIC ADVISING & DEGREE PLANNING, TUTORING & ASSIGNMENT HELP, CAREER 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. STUDENTS.) IN ADDITION, MILITARY STUDENT OUTREACH HAS NOW BEEN ADDED TO THE OUTREACH OFFICES TO CONNECT VETERANS TO PEERS, PROFESSIONAL DEVELOPMENT AND OTHER RESOURCES.

    Expenses $15,498,840 · Revenue $14,582,292

  • AUXILIARY ENTERPRISES:

    Expenses $8,291,400 · Revenue $4,212,449

  • PLU OFFERS NINE RESIDENCE HALLS; EIGHT

  • TRADITIONAL STYLE RESIDENCE HALLS AND

  • ONE APARTMENT-STYLE COMPLEX. DURING THE

  • 2022-23 ACADEMIC YEAR, ON CAMPUS

  • RESIDENTIAL STUDENTS SERVED 1134

  • STUDENTS IN THE FALL AND SPRING

  • SEMESTERS. PLU DELIVERED 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.

  • 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 AND CAMPUS

  • MEETING SPACES TO NEARLY 3000 GUESTS

  • OVER THE SPAN OF 2 MONTHS DURING THE

  • SUMMER CONFERENCE SEASON.

  • DURING THE 2022-2023 FISCAL YEAR

  • NEARLY 50 EXTERNAL EVENTS WERE

  • CANCELLED DUE TO COVID-19, WHICH

  • WOULD HAVE BROUGHT AN ADDITIONAL

  • 15,000 GUESTS TO CAMPUS.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • L ALLAN BELTON

    PRESIDENT

    Total calculated
    $632,962
    From this org
    $563,538
    From related orgs
    $0
    Other
    $69,424
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $342,500
    Bonus
    $202,000
    Other
    $19,038
    Deferred
    $57,025
    Nontaxable benefits
    $12,399
    Filer's total
    $632,962

  • JOANNA GREGSON

    PROVOST

    Total calculated
    $272,466
    From this org
    $217,785
    From related orgs
    $0
    Other
    $54,681
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,810
    Bonus
    $975
    Other
    $0
    Deferred
    $44,196
    Nontaxable benefits
    $10,485
    Filer's total
    $272,466

  • BARBARA HABERMANN

    DEAN, SCHOOL OF NURSING

    Total calculated
    $267,457
    From this org
    $215,859
    From related orgs
    $0
    Other
    $51,598
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,621
    Bonus
    $12,238
    Other
    $0
    Deferred
    $41,491
    Nontaxable benefits
    $10,107
    Filer's total
    $267,457

  • JOANNA ROYCE-DAVIS

    VP, STUDENT LIFE

    Total calculated
    $250,580
    From this org
    $199,715
    From related orgs
    $0
    Other
    $50,865
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,983
    Bonus
    $1,732
    Other
    $0
    Deferred
    $40,358
    Nontaxable benefits
    $10,507
    Filer's total
    $250,580

  • DANIEL LEE

    VP, UNIVERSITY RELATIONS

    Total calculated
    $242,169
    From this org
    $192,925
    From related orgs
    $0
    Other
    $49,244
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,925
    Bonus
    $0
    Other
    $0
    Deferred
    $39,327
    Nontaxable benefits
    $9,917
    Filer's total
    $242,169

  • THERESA PHILLIPS

    CHIEF OPERATING OFFICER

    Total calculated
    $213,948
    From this org
    $168,800
    From related orgs
    $0
    Other
    $45,148
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,800
    Bonus
    $0
    Other
    $0
    Deferred
    $34,294
    Nontaxable benefits
    $10,854
    Filer's total
    $213,948

  • DAVID WARD

    DEAN, COLLEGE OF HEALTH

    Total calculated
    $201,203
    From this org
    $173,000
    From related orgs
    $0
    Other
    $28,203
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,887
    Bonus
    $3,113
    Other
    $0
    Deferred
    $17,838
    Nontaxable benefits
    $10,365
    Filer's total
    $201,203

  • PATRICK GEHRING

    TREASURER

    Total calculated
    $192,129
    From this org
    $150,941
    From related orgs
    $0
    Other
    $41,188
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,941
    Bonus
    $0
    Other
    $0
    Deferred
    $30,769
    Nontaxable benefits
    $10,419
    Filer's total
    $192,129

  • BRIDGET YADEN

    ASSOCIATE PROVOST

    Total calculated
    $185,088
    From this org
    $162,572
    From related orgs
    $0
    Other
    $22,516
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $122,030
    Bonus
    $40,542
    Other
    $0
    Deferred
    $12,813
    Nontaxable benefits
    $9,703
    Filer's total
    $185,088

  • ANN AUMAN

    DEAN, COLLEGE OF NATURAL

    Total calculated
    $184,528
    From this org
    $161,054
    From related orgs
    $0
    Other
    $23,474
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,054
    Bonus
    $0
    Other
    $0
    Deferred
    $16,911
    Nontaxable benefits
    $6,563
    Filer's total
    $184,528

  • MICHELLE LONG

    REGENT/CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARK GRIFFITH

    REGENT/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARK MILLER

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • SUSAN CAULKINS

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • TROY ANDRADE

    REGENT/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JOYCE BARR

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • JONETTE BLAKNEY

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • SHELLEY BRYAN WEE

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • REBECCA BURAD

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • DAVID COY

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • BRUCE DEAL

    REGENT/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JAYNEE GROSETH

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • MATT ISERI

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • SARA KASS

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • LAURIE LARSON-CAESAR

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • KATHI LITTMANN

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH MAYER

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • SAL MUNGIA

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • ARNE NESS

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • SHELIA RADFORD-HILL

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • THOMAS SAATHOFF

    REGENT/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LAURIE SOINE

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • SCOTT SQUIRES

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • STACY WILSON

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • SCOTT BARNUM

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • MEGGAN MANLOVE

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • BEN WARWICK

    REGENT

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 4C
THE PRESIDENT PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. FOR THE CALENDAR YEAR 2022, THE PRESIDENT EARNED $25,000 REPORTED AS DEFERRED COMPENSATION ON SCHEDULE J.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • GARFIELD COMMONS LLC

    COM. REAL EST · WA · income $840,895 · assets $11,206,322

    Directly controlled by PLU

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER UNITRUSTS (21)

    TRUST · CHARITABLE TR · WA

  • LIFE INCOME TRUSTS (3)

    TRUST · CHARITABLE TR · WA

Provenance

Return type
form_990
Tax year
2022
Filed
15 April 2024
IRS schema version
2022v5.0
Source object
202431069349301773

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