Civic Intelligence

California Lutheran Educational

EIN 77-0076535 • 501(c)3 • Thousand Oaks, CA

Profile

The mission of the california lutheran education foundation is to market, administer and provide trusteeship for california lutheran university's planned giving, charitable trust and annuity programs.

60 West Olsen Road Mc 1200Thousand Oaks, CA 91360-2700

www.callutheran.edu

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

88th percentile

0.71x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

100th percentile

212.26x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

2nd percentile

-201%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

16th percentile

-8.7%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-89%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$3,166,965

Up $189,092 (+6.3%) from 2023

Liabilities

Up

$2,155,538

Up $37,565 (+1.8%) from 2023

Net Assets

Up

$1,011,427

Up $151,527 (+18%) from 2023

Operations
Liabilities / Revenue100th percentileNet Margin2nd percentile

Revenue

Up

$22,165

Up $12,187 (+122%) from 2023

Expenses

Up

$30,290

Up $231 (+0.8%) from 2023

Net Income

Up

-$8,125

Up $11,956 (+60%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,826,045Liabilities 2010: $4,652,241Net Assets 2010: $3,173,8042010Assets 2011: $7,695,650Liabilities 2011: $4,338,178Net Assets 2011: $3,357,4722011Assets 2012: $6,521,469Liabilities 2012: $4,971,577Net Assets 2012: $1,549,8922012Assets 2013: $6,602,320Liabilities 2013: $4,974,494Net Assets 2013: $1,627,8262013Assets 2014: $6,694,254Liabilities 2014: $5,000,541Net Assets 2014: $1,693,7132014Assets 2015: $6,338,367Liabilities 2015: $4,771,669Net Assets 2015: $1,566,6982015Assets 2016: $5,656,062Liabilities 2016: $4,243,580Net Assets 2016: $1,412,4822016Assets 2017: $5,759,511Liabilities 2017: $4,307,382Net Assets 2017: $1,452,1292017Assets 2018: $5,858,008Liabilities 2018: $4,454,878Net Assets 2018: $1,403,1302018Assets 2019: $3,969,524Liabilities 2019: $2,713,861Net Assets 2019: $1,255,6632019Assets 2020: $3,026,054Liabilities 2020: $2,406,290Net Assets 2020: $619,7642020Assets 2021: $3,683,746Liabilities 2021: $2,705,443Net Assets 2021: $978,3032021Assets 2022: $3,261,152Liabilities 2022: $2,274,107Net Assets 2022: $987,0452022Assets 2023: $2,977,873Liabilities 2023: $2,117,973Net Assets 2023: $859,9002023Assets 2024: $3,166,965Liabilities 2024: $2,155,538Net Assets 2024: $1,011,4272024

Highlighted filing

2024

Assets$3,166,965
Liabilities$2,155,538
Net Assets$1,011,427
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KExpenses 2010: $02010Expenses 2011: $02011Expenses 2012: $2,4802012Expenses 2013: $2,4432013Revenue 2014: $36,317Expenses 2014: $15,273Net Income 2014: $21,0442014Revenue 2015: $27,289Expenses 2015: $24,060Net Income 2015: $3,2292015Revenue 2016: $16,596Expenses 2016: $27,006Net Income 2016: -$10,4102016Revenue 2017: $31,661Expenses 2017: $24,050Net Income 2017: $7,6112017Revenue 2018: $83,744Expenses 2018: $28,521Net Income 2018: $55,2232018Revenue 2019: $31,194Expenses 2019: $28,593Net Income 2019: $2,6012019Revenue 2020: $12,677Expenses 2020: $25,706Net Income 2020: -$13,0292020Revenue 2021: $169,047Expenses 2021: $29,223Net Income 2021: $139,8242021Revenue 2022: $91,781Expenses 2022: $28,954Net Income 2022: $62,8272022Revenue 2023: $9,978Expenses 2023: $30,059Net Income 2023: -$20,0812023Revenue 2024: $22,165Expenses 2024: $30,290Net Income 2024: -$8,1252024

Highlighted filing

2024

Revenue$22,165
Expenses$30,290
Net Income-$8,125
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,166,965
Liabilities
$2,155,538
Net assets
$1,011,427
Revenue
$22,165
Expenses
$30,290
Net income
-$8,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.17$2.16$1.01$0.02$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.98$2.12$0.86$0.01$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.26$2.27$0.99$0.09$0.03$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.68$2.71$0.98$0.17$0.03$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.03$2.41$0.62$0.01$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.97$2.71$1.26$0.03$0.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.86$4.45$1.40$0.08$0.03$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.76$4.31$1.45$0.03$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$5.66$4.24$1.41$0.02$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$6.34$4.77$1.57$0.03$0.02$0.00
2014Detailed filing. Detailed filing data is available for this year.$6.69$5.00$1.69$0.04$0.02$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.60$4.97$1.63$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.52$4.97$1.55$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.70$4.34$3.36$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$4.65$3.17$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Mar 24, 2025
Return Version
2023v6.0
Gross Receipts
$397,591
Mission and Program Overview

Mission

The mission of the california lutheran education foundation is to market, administer and provide trusteeship for california lutheran university's planned giving, charitable trust and gift annuity programs.

The mission of clef is to market, administer, and provide trusteeship for clu's planned giving, trust and annuity programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,321,693$2,509,037▲ $187,344
Investments Other Securities$590,185$632,810▲ $42,625
Savings and Temporary Cash Investments$65,995$25,118▼ $40,877
Total Assets$2,977,873$3,166,965▲ $189,092
Liabilities
Other Liabilities$2,117,973$2,155,538▲ $37,565
Total Liabilities$2,117,973$2,155,538▲ $37,565
Net Assets / Fund Balance
Net Assets With Donor Restrictions$829,857$977,656▲ $147,799
Net Assets Without Donor Restrictions$30,043$33,771▲ $3,728
Total Net Assets Fund Balance$859,900$1,011,427▲ $151,527
Total Liabilities and Net Assets / Fund Balance$2,977,873$3,166,965▲ $189,092

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$632,810--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$590,185-▲ $70,745$28,120$632,810
2022$636,300-▼ $18,165$27,950$590,185
2021$659,556-▲ $3,314$26,570$636,300
2020$537,906-▲ $148,660$27,010$659,556
2019$562,185-▼ $1,049$23,230$537,906
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Marsh TomAssistant Treasurer (thru 08/23)$94,658$94,658
Arnold Joel - ChiefOperating Officer (as of 05/23)$90,205$90,205
Pfahler EllenAssistant Treasurer (as of 08/23)$37,442$37,442

Board Members and Trustees

NameTitle
Baumhefner LindaChair of the Board
Gilbert RodBoard Member
Krantz WilliamBoard Member
Ogbechie NkemBoard Member
Papageorge DebraBoard Member
Varlotta LoriBoard Member
Hill LaureenBoard Member (as of 04/24)
Biddings-muro ReginaChief Executive Officer
Ysasi RichardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$22,165
Other Revenue
$0
Change in Net Assets
$-8,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,120
Other Expenses$2,170
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,120--$28,120
Fees for Service Investment Mgmnt Fees-$2,170-$2,170
Total Functional Expenses$28,120$2,170$0$30,290
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Lutheran UniversityThousand Oaks, CA501(c)(3)For the General Benefit of the University.$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$1,122,824
Amounts Held for Others$1,032,714
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The foundation has one class of members, and that is members of the california lutheran university's board of regents. Each member has one vote.”

Form 990, Part VI, Section A, Line 7A

“The board of trustees of the foundation includes members of the administration and finance committee of the board of regents of the california lutheran university (university), the president of the university, and other persons selected by the members of the foundation.”

Form 990, Part VI, Section A, Line 7B

“Amendments to the foundation's bylaws can be made by board of trustees, but final ratification is made by the foundation's members (the board of regents of california lutheran university).”

Form 990, Part VI, Section B, Line 11B

“Information is gathered by foundation staff and forwarded to a cpa firm to prepare the form 990. The form 990 is reviewed by the treasurer and assistant treasurer. Upon their approval, a copy of the form 990 is made available to board members via a secure website. After all board members have reviewed the return, it is signed and filed.”

Form 990, Part VI, Section B, Line 12C

“The organization requires all individuals with contract authority to complete a conflict of interest form. Any potential issues are brought to the attention of management and the board of regents. Violations are addressed at that time. Form 990, part vi, section b, lines 15a and 15b: california lutheran educational foundation has no compensated officers, trustees, or employees.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
California Lutheran Educational
EIN
77-0076535
Phone
8054933181
Address
60 WEST OLSEN ROAD MC 1200, THOUSAND OAKS, CA 91360-2700

Signing Officer

Name
Regina Biddings-muro
Title
Chief Executive Officer
Phone
8054933181
Signed
2025-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regina Biddings-muro
Formed
1957
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
6

Preparer

Firm
Moss Adams Llp
Address
21700 OXNARD ST STE 300, WOODLAND HILLS, CA 91367
Preparer
Lauren a Haverlock
Phone
8185771900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Actuarial adjustment and transfers 108,902.”

Financial Statement Notes

PART V, LINE 4:

“The purpose of the foundation's endowment funds are to support clu's planned giving, trust and annuity programs.”

PART X, LINE 2:

“The university follows the accounting standards for contingencies in evaluating uncertain tax positions. This guidance prescribes recognition threshold principles for the consolidated financial statements recognition of tax positions taken or expected to be taken on a tax return that are not certain to be realized. No liability has been recognized by the university for uncertain tax positions as of may 31, 2024 and 2023.”

Raw XML AppendixShowing 400 of 540 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER (AS OF 04/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
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IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt06457
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06457
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0590185
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0632810
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02321693
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02509037
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0375426
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE CALIFORNIA LUTHERAN EDUCATION FOUNDATION IS TO MARKET, ADMINISTER AND PROVIDE TRUSTEESHIP FOR CALIFORNIA LUTHERAN UNIVERSITY'S PLANNED GIVING, CHARITABLE TRUST AND ANNUITY PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0859900
IRS990/NetAssetsOrFundBalancesEOYAmt01011427
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt015708
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt015708
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt050750
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt030043
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt033771
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0108902
IRS990/OtherLiabilitiesGrp/BOYAmt02117973
IRS990/OtherLiabilitiesGrp/EOYAmt02155538
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0REGINA BIDDINGS-MURO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt027950
IRS990/PYInvestmentIncomeAmt09978
IRS990/PYOtherExpensesAmt02109
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-20081
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt030059
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09978
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-8125
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt065995
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025118
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0952962604
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt028120
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CALIFORNIA LUTHERAN UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt028120
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.05340
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0590185
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0632810
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt070745
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt028120
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0636300
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0590185
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-18165
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt027950
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0659556
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0636300
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03314
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt026570
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0537906
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0659556
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0148660
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt027010
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0562185
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0537906
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1049
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt023230
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01032714
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11122824
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AMOUNTS HELD FOR OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ANNUITIES PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0632810
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BENEFICIAL INTEREST IN ENDOWMENT FUNDS INVESTED BY CAL LUTHERAN UNIVERSITY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.74990
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE FOUNDATION'S ENDOWMENT FUNDS ARE TO SUPPORT CLU'S PLANNED GIVING, TRUST AND ANNUITY PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE CONSOLIDATED FINANCIAL STATEMENTS RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF MAY 31, 2024 AND 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.19670
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0632810
IRS990ScheduleD/TotalLiabilityAmt02155538
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt028120
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOR THE GENERAL BENEFIT OF THE UNIVERSITY.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA LUTHERAN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0952962604
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt060 WEST OLSEN ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0THOUSAND OAKS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091360
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION SOLELY GRANTS FUNDS TO CALIFORNIA LUTHERAN UNIVERSITY, ITS SUPPORTED ORGANIZATION. ALL BOARD MEMBERS OF THE FOUNDATION ARE ALSO BOARD MEMBERS AND EMPLOYEES OF THE UNIVERSITY, SO THEY ARE ABLE TO OVERSEE THE USE OF FUNDS TO SUPPORT THE UNIVERSITY ARE USED TO SUPPORT THE UNIVERSITY'S OPERATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0507056
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1239639
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2222926
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0155635
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt121469
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt219311
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt09719
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt19259
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt2816
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt084303
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt12064
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2348
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0VARLOTTA LORI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BIDDINGS-MURO REGINA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2YSASI RICHARD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF EXECUTIVE OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0756713
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1272431
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2243401
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1LORI VARLOTTA, PRESIDENT PARTICIPATED IN TWO SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. CONTRIBUTIONS OF $50,000 AND $100,000 WERE MADE IN 2023.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3

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