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Nonprofiteer
← PACIFIC UNIVERSITY

Form 990 for tax year 2022

Filed by PACIFIC UNIVERSITY.

Totals

Total revenue
$179,441,586
Total expenses
$174,632,295
Contributions and grants received
$10,549,615
Grants paid
$43,653,818
Program service revenue
$163,638,803
Investment income
$5,253,168
Other revenue
$0
Total assets, end of year
$328,042,784
Total liabilities, end of year
$133,162,674
Net assets or fund balances, end of year
$194,880,110
Program services expenses (Part IX)
$126,493,352
Management and general expenses
$43,210,067
Fundraising expenses
$4,928,876
Program service expenses (Part III)
$126,493,352

Program services were 72.4% 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.

  • 1e · Government grants (contributions)

    $3,021,887

  • 1f · All other contributions, gifts and grants

    $7,527,728

  • 1g · Noncash contributions included above

    $358,712

  • 2a · Program service revenue: TUITION AND FEES

    total $146,577,751 · related or exempt $146,577,751

  • 2b · Program service revenue: AUXILIARY SERVICES

    total $13,865,945 · related or exempt $13,595,830 · unrelated business $270,115

  • 2c · Program service revenue: CLINICAL SERVICES

    total $3,195,107 · related or exempt $3,195,107

  • 3 · Investment income

    total $3,845,030 · unrelated business -$208 · excluded $3,845,238

  • 7a · Gross sales of assets other than inventory

    securities $10,269,412

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

    securities $8,859,842 · other assets $1,432

  • 7c · Gain or loss

    securities $1,409,570 · other assets -$1,432

  • 7d · Net gain or loss

    total $1,408,138 · excluded $1,408,138

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $43,653,818 · program services $43,653,818

  • 5 · Compensation of officers, directors and key employees

    total $1,340,806 · program services $871,524 · management and general $415,650 · fundraising $53,632

  • 7 · Other salaries and wages

    total $64,307,484 · program services $41,799,865 · management and general $19,935,320 · fundraising $2,572,299

  • 8 · Pension plan contributions

    total $4,702,898 · program services $3,056,884 · management and general $1,457,898 · fundraising $188,116

  • 9 · Other employee benefits

    total $12,988,957 · program services $8,442,822 · management and general $4,026,577 · fundraising $519,558

  • 10 · Payroll taxes

    total $4,702,898 · program services $3,056,884 · management and general $1,457,898 · fundraising $188,116

  • 11a · Fees: management

    total $4,385,200 · management and general $4,385,200

  • 11b · Fees: legal

    total $413,433 · management and general $413,433

  • 11c · Fees: accounting

    total $177,760 · management and general $177,760

  • 11f · Fees: investment management

    total $34,889 · management and general $34,889

  • 16 · Occupancy

    total $4,785,491 · program services $3,110,569 · management and general $1,483,502 · fundraising $191,420

  • 19 · Conferences, conventions and meetings

    total $1,945,230 · program services $1,264,400 · management and general $603,021 · fundraising $77,809

  • 20 · Interest

    total $3,443,759 · program services $2,238,443 · management and general $1,067,566 · fundraising $137,750

  • 22 · Depreciation, depletion and amortization

    total $6,909,542 · program services $4,491,202 · management and general $2,141,958 · fundraising $276,382

  • 23 · Insurance

    total $1,029,579 · program services $669,226 · management and general $319,169 · fundraising $41,184

  • 24a · Other expenses: ADMINISTRATION COSTS

    total $12,785,066 · program services $8,310,293 · management and general $3,963,370 · fundraising $511,403

  • 24b · Other expenses: CATERING MEAL SERVICE

    total $3,221,055 · program services $2,093,686 · management and general $998,527 · fundraising $128,842

  • 24c · Other expenses: INTERSCHOLASTIC ACTIVIT

    total $2,745,304 · program services $2,745,304

  • 24d · Other expenses: EQUIPMENT

    total $1,059,126 · program services $688,432 · management and general $328,329 · fundraising $42,365

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $50,495,341 · end of year $45,739,526

  • 2 · Savings and temporary cash investments

    beginning of year $174,988 · end of year $106,061

  • 3 · Pledges and grants receivable

    beginning of year $2,374,202 · end of year $6,303,542

  • 4 · Accounts receivable

    beginning of year $4,933,114 · end of year $5,209,417

  • 7 · Other notes and loans receivable

    beginning of year $6,026,197 · end of year $6,221,599

  • 8 · Inventories for sale or use

    beginning of year $523,633 · end of year $374,289

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,232,189 · end of year $4,766,082

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

    $248,987,552

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

    $107,171,238

  • 10c · Land, buildings and equipment, net

    beginning of year $143,548,397 · end of year $141,816,314

  • 11 · Investments: publicly traded securities

    beginning of year $42,078,287 · end of year $45,733,180

  • 12 · Investments: other securities

    beginning of year $16,191,144 · end of year $15,174,375

  • 15 · Other assets

    beginning of year $58,334,660 · end of year $56,598,399

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,443,534 · end of year $4,409,111

  • 19 · Deferred revenue

    beginning of year $9,093,739 · end of year $9,028,172

  • 20 · Tax-exempt bond liabilities

    beginning of year $76,386,969 · end of year $73,749,185

  • 24 · Unsecured notes and loans payable

    beginning of year $1,125,666 · end of year $997,811

  • 25 · Other liabilities

    beginning of year $47,791,425 · end of year $44,978,395

  • 27 · Net assets without donor restrictions

    beginning of year $106,573,779 · end of year $107,821,075

  • 28 · Net assets with donor restrictions

    beginning of year $83,497,040 · end of year $87,059,035

Mission and programs · 2022

Mission

A DIVERSE AND SUSTAINABLE LEARNING COMMUNITY DEDICATED TO DISCOVERY AND EXCELLENCE IN TEACHING, SCHOLARSHIP AND PRACTICE, PACIFIC UNIVERSITY INSPIRES STUDENTS TO THINK, CARE, CREATE AND PURSUE JUSTICE IN OUR WORLD.

Activities or mission (Part I)

A DIVERSE SUSTAINABLE COMMUNITY DEDICATED TO DISCOVERY AND EXCELLENCE IN TEACHING, SCHOLARSHIP, AND PRACTICE, PACIFIC INSPIRES STUDENTS TO THINK, CARE, AND PURSUE JUSTICE IN OUR WORLD

  • INSTRUCTION - ACADEMIC DEPARTMENTS PROVIDE EDUCATIONAL SERVICES TO ATTENDING STUDENTS.

    Expenses $31,874,992 · Revenue $145,374,761

  • GRANTS AND SCHOLARSHIPS - THE UNIVERSITY PROVIDES MONETARY SUPPORT THROUGH GRANTS, SCHOLARSHIPS, AND FINANCIAL AID TO QUALIFIED STUDENTS.

    Expenses $43,653,818 · Grants $43,653,818

  • OTHER STUDENT SUPPORT SERVICES - DORM, CAFETERIA AND ACTIVITIES ARE PROVIDED TO STUDENTS TO ENHANCE THE ACADEMIC SOCIAL ENVIRONMENT AT THE UNIVERSITY.

    Expenses $32,133,198 · Revenue $13,595,830

  • OTHER PROGRAM SERVICES

    Expenses $18,831,344 · Revenue $4,398,097

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

Listed in Part VII

  • DR LESLEY M HALLICK

    PRESIDENT EMERITA

    Total calculated
    $616,961
    From this org
    $595,012
    From related orgs
    $0
    Other
    $21,949
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $566,932
    Bonus
    $0
    Other
    $28,080
    Deferred
    $20,500
    Nontaxable benefits
    $1,449
    Filer's total
    $616,961

  • AMELIE BRAZELTON AUST

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CAMERON PERRY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRIS TUFFLI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHUCK QUINN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAN JAMES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DOUGLAS R WEBERLING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GARY A PACARRO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GENE ZURBRUGG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GERALD C YOSHIDA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GREG DINGES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HEIDI NIELSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES BAKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES L FITZGERALD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JULIA BRIM-EDWARDS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JULIE BERGLUND BAKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KELLI GEHRS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MANUEL CASTANEDA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK FRANDSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK TRUAX

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARTIN MOLL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW D LOWE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL E HUDSON SR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL HENNINGSEN JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NANCY M PHILLIPS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NORMAN SCOTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PATRICK CH CLARK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICHARD B MILES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT O BARRETT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHERI GARBODEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TIM KHIEM M TRAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TIM SCHAUERMANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TOMMY THAYER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NOUR ABU-HALTAM

    STUDENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MAJESTIK DE LUZ

    STUDENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JILL DOLATA

    FACULTY TRUSTEE

    Total calculated
    $75,781
    From this org
    $67,558
    From related orgs
    $0
    Other
    $8,223
    Hours/week
    1

  • LORELY FRENCH

    FACULTY TRUSTEE

    Total calculated
    $108,592
    From this org
    $97,696
    From related orgs
    $0
    Other
    $10,896
    Hours/week
    1

  • ANN BARR-GILLESPIE

    VP OF ACADEMIC AND PROVOST

    Total calculated
    $313,150
    From this org
    $282,067
    From related orgs
    $0
    Other
    $31,083
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,067
    Bonus
    $0
    Other
    $0
    Deferred
    $20,500
    Nontaxable benefits
    $10,583
    Filer's total
    $313,150

  • DR JENNIFER L COYLE

    PRESIDENT

    Total calculated
    $410,695
    From this org
    $372,452
    From related orgs
    $0
    Other
    $38,243
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $345,452
    Bonus
    $0
    Other
    $27,000
    Deferred
    $20,500
    Nontaxable benefits
    $17,743
    Filer's total
    $410,695

  • FRASER HORN

    DEAN, COLLEGE OF OPTOMETRY

    Total calculated
    $274,169
    From this org
    $246,960
    From related orgs
    $0
    Other
    $27,209
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,960
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $27,209
    Filer's total
    $274,169

  • JAMES LANGSTRAAT

    VP FINANCE & ADMINISTRATION

    Total calculated
    $302,091
    From this org
    $256,702
    From related orgs
    $0
    Other
    $45,389
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $256,702
    Bonus
    $0
    Other
    $0
    Deferred
    $20,500
    Nontaxable benefits
    $24,889
    Filer's total
    $302,091

  • JENNIFER ELAINE YRUEGAS

    DEAN, COLLEGE OF BUSINESS

    Total calculated
    $259,559
    From this org
    $232,350
    From related orgs
    $0
    Other
    $27,209
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,350
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $27,209
    Filer's total
    $259,559

  • MARY VON

    VICE PROVOST & EXEC DEAN

    Total calculated
    $280,284
    From this org
    $262,345
    From related orgs
    $0
    Other
    $17,939
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $262,345
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $17,939
    Filer's total
    $280,284

  • SARAH PHILLIPS

    INTERIM VP ENROLLMENT MANAGMENT

    Total calculated
    $270,190
    From this org
    $232,247
    From related orgs
    $0
    Other
    $37,943
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,247
    Bonus
    $0
    Other
    $0
    Deferred
    $20,500
    Nontaxable benefits
    $17,443
    Filer's total
    $270,190

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
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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)

PART I, LINE 1A
THE UNIVERSITY PROVIDES HOUSING ALLOWANCE AND AUTOMOBILE ALLOWANCE TO THE UNIVERSITY PRESIDENT. THE AMOUNT IS TAXED AND IS INCLUDED IN THE PRESIDENT'S FORM W-2.

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.

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.

Related corporations and trusts

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

  • CHARITABLE REMAINDER ANNUITY TRUST

    T · CHARITABLE REMAINDER ANNUITY TRUST · OR · 60% owned · controlled entity

  • CHARITABLE REMAINDER UNITRUST

    T · CHARITABLE REMAINDER UNITRUST · OR · 100% owned · share of income $7,342 · controlled entity

  • CHARITABLE REMAINDER UNITRUST

    T · CHARITABLE REMAINDER UNITRUST · OR · 100% owned · share of income $8,438 · controlled entity

  • CHARITABLE REMAINDER UNITRUST

    T · CHARITABLE REMAINDER UNITRUST · OR · 100% owned · controlled entity

  • CHARITABLE REMAINDER UNITRUST

    T · CHARITABLE REMAINDER UNITRUST · OR · 100% owned · controlled entity

  • CHARITABLE REMAINDER UNITRUST

    T · CHARITABLE REMAINDER UNITRUST · OR · 100% owned · share of income $38,343 · controlled entity

  • CHARITABLE REMAINDER UNITRUST

    T · CHARITABLE REMAINDER UNITRUST · OR · 75% owned · share of income $110,450 · controlled entity

  • CHARITABLE REMAINDER UNITRUST

    T · CHARITABLE REMAINDER UNITRUST · OR · 100% owned · controlled entity

  • CHARITABLE TRUST

    T · CHARITABLE TRUST · OR · 100% owned · share of income $36,450 · controlled entity

  • CHARITABLE PRIVATE FOUNDATION

    T · CHARITABLE PRIVATE FOUNDATION · OR · 100% owned · share of income $7,750 · controlled entity

  • CHARITABLE PRIVATE FOUNDATION

    T · CHARITABLE PRIVATE FOUNDATION · OR · 100% owned · share of income $278,672 · controlled entity

  • REVOCABLE LIVING TRUST

    T · REVOCABLE LIVING TRUST · OR · 100% owned · share of income $305,609 · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
24 April 2024
IRS schema version
2022v5.0
Source object
202421159349301717

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