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Nonprofiteer
← THE LUTHERAN UNIVERSITY ASSOCIATION INC

Form 990 for tax year 2022

Filed by THE LUTHERAN UNIVERSITY ASSOCIATION INC.

Totals

Total revenue
$165,456,496
Total expenses
$189,108,097
Contributions and grants received
$21,920,850
Grants paid
$75,112,782
Program service revenue
$139,362,586
Investment income
$4,114,090
Other revenue
$58,970
Total assets, end of year
$612,467,905
Total liabilities, end of year
$162,829,753
Net assets or fund balances, end of year
$449,638,152
Program services expenses (Part IX)
$177,924,024
Management and general expenses
$8,298,574
Fundraising expenses
$2,885,499
Program service expenses (Part III)
$177,924,024

Program services were 94.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARK HECKLER END 722

    PRESIDENT EMERITUS

    Total calculated
    $553,912
    From this org
    $536,819
    From related orgs
    $0
    Other
    $17,093
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $355,664
    Bonus
    $0
    Other
    $181,155
    Deferred
    $11,882
    Nontaxable benefits
    $5,211
    Filer's total
    $553,912

  • JOSE PADILLA

    PRESIDENT

    Total calculated
    $530,729
    From this org
    $465,341
    From related orgs
    $0
    Other
    $65,388
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $437,341
    Bonus
    $0
    Other
    $28,000
    Deferred
    $18,300
    Nontaxable benefits
    $47,088
    Filer's total
    $530,729

  • MATT LOTTICH

    HEAD COACH MEN'S BASKETBALL

    Total calculated
    $373,418
    From this org
    $338,542
    From related orgs
    $0
    Other
    $34,876
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $331,342
    Bonus
    $0
    Other
    $7,200
    Deferred
    $18,300
    Nontaxable benefits
    $16,576
    Filer's total
    $373,418

  • ERIC JOHNSON

    PROVOST AND EXECUTIVE VP

    Total calculated
    $324,855
    From this org
    $288,885
    From related orgs
    $0
    Other
    $35,970
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $288,885
    Bonus
    $0
    Other
    $0
    Deferred
    $18,000
    Nontaxable benefits
    $17,970
    Filer's total
    $324,855

  • MARK LEBARBERA

    DIRECTOR OF ATHLETICS

    Total calculated
    $324,176
    From this org
    $309,258
    From related orgs
    $0
    Other
    $14,918
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $108,132
    Bonus
    $0
    Other
    $201,126
    Deferred
    $6,776
    Nontaxable benefits
    $8,142
    Filer's total
    $324,176

  • COLEEN WILDER

    ASSOC PROFESSOR MANAGEMENT

    Total calculated
    $297,953
    From this org
    $291,318
    From related orgs
    $0
    Other
    $6,635
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $69,938
    Bonus
    $0
    Other
    $221,380
    Deferred
    $4,087
    Nontaxable benefits
    $2,548
    Filer's total
    $297,953

  • LISA HOLLANDER

    VP FOR ADVANCEMENT

    Total calculated
    $291,058
    From this org
    $265,168
    From related orgs
    $0
    Other
    $25,890
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $265,168
    Bonus
    $0
    Other
    $0
    Deferred
    $15,860
    Nontaxable benefits
    $10,030
    Filer's total
    $291,058

  • DARRON FARHA

    VP & GENERAL COUNSEL

    Total calculated
    $275,210
    From this org
    $251,109
    From related orgs
    $0
    Other
    $24,101
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $251,109
    Bonus
    $0
    Other
    $0
    Deferred
    $15,741
    Nontaxable benefits
    $8,360
    Filer's total
    $275,210

  • BRIAN O'ROURKE

    VP ENROLLMENT MANAGEMENT

    Total calculated
    $268,830
    From this org
    $239,085
    From related orgs
    $0
    Other
    $29,745
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $239,085
    Bonus
    $0
    Other
    $0
    Deferred
    $15,000
    Nontaxable benefits
    $14,745
    Filer's total
    $268,830

  • MARK VOLPATTI

    VP OF FINANCE

    Total calculated
    $265,274
    From this org
    $248,215
    From related orgs
    $0
    Other
    $17,059
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $248,215
    Bonus
    $0
    Other
    $0
    Deferred
    $13,269
    Nontaxable benefits
    $3,790
    Filer's total
    $265,274

  • TAMARA GINGERICH

    AVP FINANCE/CONTROLLER

    Total calculated
    $239,785
    From this org
    $227,583
    From related orgs
    $0
    Other
    $12,202
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $227,583
    Bonus
    $0
    Other
    $0
    Deferred
    $11,655
    Nontaxable benefits
    $547
    Filer's total
    $239,785

  • ZHENHU JIN

    PROFESSOR FINANCE

    Total calculated
    $228,208
    From this org
    $218,010
    From related orgs
    $0
    Other
    $10,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $60,521
    Bonus
    $0
    Other
    $157,489
    Deferred
    $5,058
    Nontaxable benefits
    $5,140
    Filer's total
    $228,208

  • JON KILPINEN

    DEAN COLLEGE ARTS & SCIENCES

    Total calculated
    $214,133
    From this org
    $206,142
    From related orgs
    $0
    Other
    $7,991
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $127,320
    Bonus
    $0
    Other
    $78,822
    Deferred
    $7,633
    Nontaxable benefits
    $358
    Filer's total
    $214,133

  • SUSAN SCROGGINS END 922

    SENIOR VICE PRESIDENT

    Total calculated
    $211,124
    From this org
    $190,928
    From related orgs
    $0
    Other
    $20,196
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $190,928
    Bonus
    $0
    Other
    $0
    Deferred
    $12,070
    Nontaxable benefits
    $8,126
    Filer's total
    $211,124

  • STEVEN JANOWIAK

    VP STUDENT LIFE

    Total calculated
    $196,019
    From this org
    $147,432
    From related orgs
    $0
    Other
    $48,587
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $147,432
    Bonus
    $0
    Other
    $0
    Deferred
    $9,089
    Nontaxable benefits
    $39,498
    Filer's total
    $196,019

  • RICHARD AMRHEIN

    VP/COMMUNITY AND GOVERNMENT

    Total calculated
    $119,551
    From this org
    $112,456
    From related orgs
    $0
    Other
    $7,095
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $112,456
    Bonus
    $0
    Other
    $0
    Deferred
    $2,284
    Nontaxable benefits
    $4,811
    Filer's total
    $119,551

  • SUSAN JENNY EHR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • ANDREW NUNEMAKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SUSAN ZEEB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRUCE LANING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • CAROLYN SCHLIE FEMOVICH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER GOOD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER R PETRINI-POLI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • COLETTE IRWIN-KNOTT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • CRAIG DWIGHT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CRISTAL BRISCO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DANIELLE IDDINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • DAVID BOCHNOWSKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • EMILY CHASE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NOE ORTEGA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    9

  • PAUL STRASEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • PHILIP SPAHN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • ROBERT HANSEN JR

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    4

  • FREDERICK KRAEGEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • GEOFF GILLMORE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY DOBBS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • JOHN SHELTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • JON STEINBRECHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    7

  • JULIE WINKLER

    BOARD VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • LOUIE GONZALEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LUTHER BRUNETTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MARION MOON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • MARK DUESENBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    8

  • MARK HELGE

    DIRECTOR

    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

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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 1A
THE PRESIDENT IS PROVIDED HOUSING IN THE UNIVERSITY RESIDENCE AS A CONDITION OF EMPLOYMENT. THE RESIDENCE IS REGULARLY USED FOR BUSINESS PURPOSES INCLUDING MEETINGS AND EVENTS WITH FACULTY, STAFF, STUDENTS, DONORS AND OTHER UNIVERSITY CONSTITUENTS. THE VALUE OF THIS BENEFIT IS REPORTED ON SCHEDULE J AS NONTAXABLE COMPENSATION.
SCHEDULE J, PART I, LINE 4A
THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS AS PART OF A VOLUNTARY SEPARATION AGREEMENT. THESE AMOUNTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III): JON KILPINEN - $78,822 COLEEN WILDER - $221,380 MARK LEBARBERA - $201,126 ZHENHU JIN - $136,989
SCHEDULE J, PART I, LINE 4B
MARK HECKLER IS THE ONLY PARTICIPANT IN THE UNIVERSITY'S 457(F) PLAN. CONTRIBUTIONS TO THE PLAN ARE REPORTED AS DEFERRED COMPENSATION AS THEY ARE ACCRUED. AMOUNTS PAID OUT UNDER THE PLAN FOR 6/30/2023 WERE $170,981.50. THE PLAN DID NOT RECEIVE CONTRIBUTIONS FOR 6/30/2023.

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202401369349308515

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