Civic Intelligence

California Lutheran Educational Foundation

990 • Fiscal year 2017 • EIN 77-0076535

Jun 01, 2016 to May 31, 2017 • Filed on Mar 05, 2018

Organization Profilecallutheran.edu
60 West Olsen Road M/C 1200Thousand Oaks, CA 91360-2700

(805) 493-3586

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.75x

Higher debt load relative to assets than 85% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

100th percentile

136.05x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

96th percentile

$616,385

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 1946.8% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

42nd percentile

1.8%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

91%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$5,759,511

Up $103,449 (+1.8%) from 2016

Net Assets

Up

$1,452,129

Up $39,647 (+2.8%) from 2016

Liabilities

Up

$4,307,382

Up $63,802 (+1.5%) from 2016

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin81st percentile

Revenue

Up

$31,661

Up $15,065 (+91%) from 2016

Expenses

Down

$24,050

Down $2,956 (-11%) from 2016

Net Income

Up

$7,611

Up $18,021 (+173%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$5,759,511
Liabilities$4,307,382
Net Assets$1,452,129
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$31,661
Expenses$24,050
Net Income$7,611
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Mar 5, 2018
Return Version
2016v3.0
Gross Receipts
$209,498
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 annuity programs.

The mission of the CLEF is to market, administer and provide trusteeship for CLU's planned giving, trust and gift annuity programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,872,865$4,944,564▲ $71,699
Investments Other Securities$541,026$572,992▲ $31,966
Savings and Temporary Cash Investments$242,171$241,955▼ $216
Total Assets$5,656,062$5,759,511▲ $103,449
Liabilities
Other Liabilities$4,243,580$4,307,382▲ $63,802
Total Liabilities$4,243,580$4,307,382▲ $63,802
Net Assets / Fund Balance
Permanently Rstr Net Assets$822,914$786,728▼ $36,186
Temporarily Rstr Net Assets$569,404$643,176▲ $73,772
Unrestricted Net Assets$20,164$22,225▲ $2,061
Total Net Assets Fund Balance$1,412,482$1,452,129▲ $39,647
Total Liabilities and Net Assets / Fund Balance$5,656,062$5,759,511▲ $103,449

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$572,992--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$541,026-▲ $53,586$21,620$572,992
2015$565,427-▼ $161$24,240$541,026
2014$564,775-▲ $23,342$22,690$565,427
2013$527,014-▲ $51,131$13,370$564,775
2012$503,938$5,000▲ $61,329$43,253$527,014
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleOtherTotal
Richard HolmesChief Operating Officer$119,101$119,101

Board Members and Trustees

NameTitle
William KrantzChairman of the Board
Chris KimballBoard Member
Mark StegemoellerBoard Member
Sue ChadwickBoard Member
Wallace BrohaughBoard Member
Tom MarshAssistant Treasurer
Stephen WheatlyChief Executive Officer
Karen DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$31,661
Other Revenue
$0
Change in Net Assets
$7,611
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,620
Other Expenses$2,430
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$21,620--$21,620
Fees for Service Investment Mgmnt Fees-$2,430-$2,430
Total Functional Expenses$21,620$2,430$0$24,050
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Lutheran UniversityThousand Oaks, CA501(c)(3)For the general benefit of the university.$21,620
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
Amounts held for others$2,466,349
Annuities Payable$1,841,033
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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

“CLEF has one class of members, and that is members of the Board of Regents. Each member has one vote.”

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

“Board of Trustees of CLEF shall include members of the Admin and Finance committee of the Board of Regents of the California Lutheran University, President of the University, and other persons selected by the Members of the Foundation.”

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

“Amendment to Bylaws can be made by Board of Trustees, but final ratification is made by the Foundation's Members.”

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

“Information is gathered by Staff and forwarded to a CPA firm to prepare form 990. The form is reviewed by the Treasurer and Assistant Treasurer. Upon their approval, a copy of the form 990 is made available to board members via 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, Line 15B: California Lutheran Educational Foundation has no compensated officers, trustees, or employees.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public on a request basis.”

Filing and Contact Details

Filer

Filer Name
California Lutheran Educational
EIN
77-0076535
Phone
8054933586
Address
60 West Olsen Road M/C 1200, Thousand Oaks, CA 91360-2700

Signing Officer

Name
Stephen Wheatly
Title
Chief Executive Officer
Phone
8054933586
Signed
2018-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Wheatly
Formed
1957
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
6

Preparer

Firm
Moss Adams LLP
Address
3121 W March Ln Ste 200, Stockton, CA 95219-2367
Preparer
Tracy S Paglia
Phone
2099556100
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Actuarial adjustment and transfers 7,701.”

Financial Statement Notes

Part V, Line 4:

“The Foundation's endowment consists of seven individual funds established for a variety of purposes, including both donor-restricted and funds functioning as endowment.”

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, 2017.”

Raw XML AppendixShowing 400 of 537 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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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/SupportAmt021620
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0California Lutheran University
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt021620
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.03880
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0541026
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0572992
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt053586
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt021620
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0565427
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0541026
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-161
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt024240
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0564775
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0565427
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023342
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt022690
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0527014
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0564775
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt051131
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt013370
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0503938
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0527014
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt061329
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt043253
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02466349
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11841033
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Amounts held for others
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Annuities Payable
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0572992
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Beneficial interest in endowment funds invested by Cal Lutheran University
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.82820
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation's endowment consists of seven individual funds established for a variety of purposes, including both donor-restricted and funds functioning as endowment.
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, 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.13300
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0572992
IRS990ScheduleD/TotalLiabilityAmt04307382
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt021620
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
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 M/C 1200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Thousand Oaks
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0913602700
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/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0409372
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1238667
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2222265
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3150947
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt043100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt125654
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt222775
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt315108
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt09985
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt112329
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt29689
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt37850
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0153928
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt12317
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt23467
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt31238
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Chris Kimball
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KAREN DAVIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2STEPHEN WHEATLY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3Tom Marsh
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Board Member
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Chief Executive Officer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Assistant Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0616385
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1278967
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2258196
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3175143
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The employee who qualifies for a supplemental nonqualified retirement plan will earn a fixed amount of credit and eligible interest to his or her deferred compensation account. The right of the employee to receive the amounts is contingent upon his or her continued performance in accordance with the employment agreement. During the year, Chris Kimball, the president participated in the plan.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1The organization relied on a related organization that used one or more of the methods described to establish the top management official's compensation.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt2During 2016, President Chris Kimball received a car allowance catch up payment which is reflected in part ii, column (B)(iii). The University erroneously did not pay the President's auto allowance for the current and prior years until it was discovered in 2016. It was subsequently paid in a lump sum in 2016.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 4b
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc2part II, COL (B) (III)
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLEF has one class of members, and that is members of the Board of Regents. Each member has one vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board of Trustees of CLEF shall include members of the Admin and Finance committee of the Board of Regents of the California Lutheran University, President of the University, and other persons selected by the Members of the Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Amendment to Bylaws can be made by Board of Trustees, but final ratification is made by the Foundation's Members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information is gathered by Staff and forwarded to a CPA firm to prepare form 990. The form is reviewed by the Treasurer and Assistant Treasurer. Upon their approval, a copy of the form 990 is made available to board members via secure website. After all board members have reviewed the return, it is signed and filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The 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, Line 15B: California Lutheran Educational Foundation has no compensated officers, trustees, or employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization makes its governing documents, conflict of interest policy and financial statements available to the public on a request basis.

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,759,511
Liabilities
$4,307,382
Net assets
$1,452,129
Revenue
$31,661
Expenses
$24,050
Net income
$7,611
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