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Nonprofiteer
← CALIFORNIA LUTHERAN UNIVERSITY

Form 990 for tax year 2022

Filed by CALIFORNIA LUTHERAN UNIVERSITY.

Totals

Total revenue
$178,848,556
Total expenses
$190,569,267
Contributions and grants received
$14,350,377
Grants paid
$63,895,330
Program service revenue
$159,849,177
Investment income
$3,715,741
Other revenue
$933,261
Total assets, end of year
$377,672,792
Total liabilities, end of year
$86,453,807
Net assets or fund balances, end of year
$291,218,985
Program services expenses (Part IX)
$173,204,995
Management and general expenses
$14,745,255
Fundraising expenses
$2,619,017
Program service expenses (Part III)
$173,204,995

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

Listed in Part VII

  • VARLOTTA LORI

    PRESIDENT

    Total calculated
    $727,512
    From this org
    $564,083
    From related orgs
    $0
    Other
    $163,429
    Hours/week
    40 + 0.3 related

    Schedule J breakdown matched by us

    Base
    $490,245
    Bonus
    $0
    Other
    $73,838
    Deferred
    $154,332
    Nontaxable benefits
    $9,097
    Filer's total
    $727,512

  • NEILSON LEANNE

    PROVOST/VP, ACADEMIC AFFAIRS

    Total calculated
    $323,189
    From this org
    $285,626
    From related orgs
    $0
    Other
    $37,563
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,809
    Bonus
    $0
    Other
    $3,817
    Deferred
    $28,210
    Nontaxable benefits
    $9,353
    Filer's total
    $323,189

  • APFELTHALER GERHARD

    DEAN, SCHOOL OF MANAGEMENT

    Total calculated
    $289,898
    From this org
    $254,645
    From related orgs
    $0
    Other
    $35,253
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,893
    Bonus
    $0
    Other
    $13,752
    Deferred
    $23,226
    Nontaxable benefits
    $12,027
    Filer's total
    $289,898

  • BIDDINGS-MURO REGINA

    VP, UNIVERSITY ADVANCEMENT

    Total calculated
    $269,483
    From this org
    $237,145
    From related orgs
    $0
    Other
    $32,338
    Hours/week
    40 + 0.3 related

    Schedule J breakdown matched by us

    Base
    $235,081
    Bonus
    $0
    Other
    $2,064
    Deferred
    $23,702
    Nontaxable benefits
    $8,636
    Filer's total
    $269,483

  • WARD MATTHEW

    VP, ENROLLMENT MANAGEMENT, MARKETING

    Total calculated
    $268,444
    From this org
    $233,013
    From related orgs
    $0
    Other
    $35,431
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,019
    Bonus
    $0
    Other
    $994
    Deferred
    $23,941
    Nontaxable benefits
    $11,490
    Filer's total
    $268,444

  • DAVIS KAREN - VP

    ADMINISTRATION & FINANCE (THRU 08/22)

    Total calculated
    $262,983
    From this org
    $237,933
    From related orgs
    $0
    Other
    $25,050
    Hours/week
    40 + 0.3 related

    Schedule J breakdown matched by us

    Base
    $235,922
    Bonus
    $0
    Other
    $2,011
    Deferred
    $23,526
    Nontaxable benefits
    $1,524
    Filer's total
    $262,983

  • BUCHANAN CRISTALLEA

    VP, TALENT CULTURE, AND DIVERSITY

    Total calculated
    $244,529
    From this org
    $208,174
    From related orgs
    $0
    Other
    $36,355
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,368
    Bonus
    $0
    Other
    $1,806
    Deferred
    $22,275
    Nontaxable benefits
    $14,080
    Filer's total
    $244,529

  • KNUDSEN THOMAS

    GENERAL COUNSEL

    Total calculated
    $235,598
    From this org
    $234,138
    From related orgs
    $0
    Other
    $1,460
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,039
    Bonus
    $0
    Other
    $1,099
    Deferred
    $0
    Nontaxable benefits
    $1,460
    Filer's total
    $235,598

  • VAN OMMEREN RYAN

    ASSOCIATE VP, FACILITY OPERATIONS

    Total calculated
    $232,177
    From this org
    $200,464
    From related orgs
    $0
    Other
    $31,713
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,771
    Bonus
    $0
    Other
    $1,693
    Deferred
    $20,324
    Nontaxable benefits
    $11,389
    Filer's total
    $232,177

  • ROPER MELINDA

    VP, STUDENT AFFAIRS/DEAN OF STUDENTS

    Total calculated
    $227,529
    From this org
    $196,461
    From related orgs
    $0
    Other
    $31,068
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,789
    Bonus
    $0
    Other
    $1,672
    Deferred
    $19,669
    Nontaxable benefits
    $11,399
    Filer's total
    $227,529

  • HOLIGROCKI RICHARD

    DEAN, GRADUATE SCHOOL OF PSYCHOLOGY

    Total calculated
    $225,536
    From this org
    $192,632
    From related orgs
    $0
    Other
    $32,904
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,958
    Bonus
    $0
    Other
    $13,674
    Deferred
    $18,890
    Nontaxable benefits
    $14,014
    Filer's total
    $225,536

  • MARSELIAN ZAREH

    CHIEF INFORMATION OFFICER

    Total calculated
    $218,789
    From this org
    $189,804
    From related orgs
    $0
    Other
    $28,985
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,194
    Bonus
    $0
    Other
    $1,610
    Deferred
    $18,763
    Nontaxable benefits
    $10,222
    Filer's total
    $218,789

  • VAIMAN VLAD

    PROFESSOR

    Total calculated
    $216,679
    From this org
    $186,815
    From related orgs
    $0
    Other
    $29,864
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,912
    Bonus
    $0
    Other
    $903
    Deferred
    $18,502
    Nontaxable benefits
    $11,362
    Filer's total
    $216,679

  • HILLIS MICHAEL

    DEAN, SCHOOL OF EDUCATION

    Total calculated
    $216,042
    From this org
    $186,450
    From related orgs
    $0
    Other
    $29,592
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,906
    Bonus
    $0
    Other
    $2,544
    Deferred
    $17,055
    Nontaxable benefits
    $12,537
    Filer's total
    $216,042

  • PARHAM PATRICIA

    ASSISTANT VP, HUMAN RESOURCES

    Total calculated
    $210,187
    From this org
    $190,422
    From related orgs
    $0
    Other
    $19,765
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,135
    Bonus
    $0
    Other
    $3,287
    Deferred
    $18,401
    Nontaxable benefits
    $1,364
    Filer's total
    $210,187

  • OLSON MARY

    ASSOCIATE VP - KCLU BROADCAST

    Total calculated
    $209,467
    From this org
    $192,226
    From related orgs
    $0
    Other
    $17,241
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,884
    Bonus
    $25,000
    Other
    $1,342
    Deferred
    $16,498
    Nontaxable benefits
    $743
    Filer's total
    $209,467

  • YSASI RICHARD

    VP, ADMINISTRATION & FINANCE

    Total calculated
    $208,182
    From this org
    $188,699
    From related orgs
    $0
    Other
    $19,483
    Hours/week
    40 + 0.3 related

    Schedule J breakdown matched by us

    Base
    $188,351
    Bonus
    $0
    Other
    $348
    Deferred
    $18,746
    Nontaxable benefits
    $737
    Filer's total
    $208,182

  • KIMBALL CHRIS

    FORMER PRESIDENT

    Total calculated
    $168,452
    From this org
    $144,472
    From related orgs
    $0
    Other
    $23,980
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,262
    Bonus
    $0
    Other
    $2,210
    Deferred
    $13,052
    Nontaxable benefits
    $10,928
    Filer's total
    $168,452

  • WINDAM-HUGHES COLLEEN

    FORMER FACULTY CHAIR/BOARD MEMBER

    Total calculated
    $132,035
    From this org
    $110,762
    From related orgs
    $0
    Other
    $21,273
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $110,510
    Bonus
    $0
    Other
    $252
    Deferred
    $9,805
    Nontaxable benefits
    $11,468
    Filer's total
    $132,035

  • WEE ALLISON

    FORMER FACULTY CHAIR/BOARD MEMBER

    Total calculated
    $122,825
    From this org
    $105,065
    From related orgs
    $0
    Other
    $17,760
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $104,679
    Bonus
    $0
    Other
    $386
    Deferred
    $9,800
    Nontaxable benefits
    $7,960
    Filer's total
    $122,825

  • CAMARILLO BILL

    CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    1

  • OVERTON JIM

    VICE CHAIR (THRU 08/22)

    Total calculated
    $0
    Hours/week
    1

  • FOSTER RANDALL

    VICE CHAIR (AS OF 08/22)

    Total calculated
    $0
    Hours/week
    1

  • BOYNTON ANN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ANDERSON PHYLLIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BAUMHEFNER LINDA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • BESSEY REV JIM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BINSLEY ANDREW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BOYCE MARY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHADWICK SUE

    BOARD MEMBER (THRU 08/22)

    Total calculated
    $0
    Hours/week
    1

  • DEFRANK TED

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DOWNS TRACY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GILBERT ROD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • GUPTA GITA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GUTIERREZ ARNOLD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HILL ANNE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HILL LAUREEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HUTTERER DEBORAH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • IRWIN JON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAECH RICHARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LUNDEEN-SMUCK SUSAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MCNEIL MALCOLM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MORRELL GORDON

    BOARD MEMBER (THRU 01/23)

    Total calculated
    $0
    Hours/week
    1

  • NAGLER REV DAVID

    BOARD MEMBER (THRU 09/22)

    Total calculated
    $0
    Hours/week
    1

  • NAUSIN REV FRANK

    BOARD MEMBER (THRU 08/22)

    Total calculated
    $0
    Hours/week
    1

  • NEBENS CARRIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • OGBECHIE NKEM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • OLSON KAREN

    BOARD MEMBER (THRU 08/22)

    Total calculated
    $0
    Hours/week
    1

  • PAPAGEORGE DEBRA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • SOULES MIKE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SWEENEY DEBORAH

    BOARD MEMBER (THRU 08/22)

    Total calculated
    $0
    Hours/week
    1

  • WOODS JR

    BOARD MEMBER

    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
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 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)

PART I, LINE 1A
THE UNIVERSITY OWNS A PRESIDENTIAL RESIDENCE. BY CONTRACT, THE PRESIDENT IS REQUIRED TO LIVE IN THE RESIDENCE AND HOST REGULAR EVENTS FOR THE UNIVERSITY THROUGHOUT THE YEAR. THE UNIVERSITY PAYS THE EXPENSES FOR THE PRESIDENT'S RESIDENCE. PART OF THE UTILITIES EXPENSES WERE INCLUDED IN TAXABLE COMPENSATION. ALL OTHER EXPENSES WERE NOT TREATED AS TAXABLE COMPENSATION TO THE PRESIDENT. THE UNIVERSITY ALSO PAYS FOR THE PRESIDENT'S MEMBERSHIP TO THE LOCAL ROTARY CLUB. THE PRESIDENT ATTENDS FOR COMMUNITY SERVICE, OUTREACH, AND FUNDRAISING OPPORTUNITIES. THIS WAS NOT TREATED AS TAXABLE COMPENSATION TO THE PRESIDENT.
PART I, LINE 4B
LORI VARLOTTA, PRESIDENT PARTICIPATED IN TWO SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. CONTRIBUTIONS OF $50,000 AND $100,000 WERE MADE IN 2022.

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.

Related corporations and trusts

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

  • CHARITABLE REMAINDER UNITRUST (14)

    T · CHARITABLE TRUST · CA · controlled entity

    Directly controlled by CALIFORNIA LUTHERAN UNIVERSITY

Provenance

Return type
form_990
Tax year
2022
Filed
9 April 2024
IRS schema version
2022v5.0
Source object
202411029349300746

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