Civic Intelligence

Pacific Lutheran University Inc.

990T • Fiscal year 2023 • EIN 91-0565571

Jun 01, 2022 to May 31, 2023 • Filed on Apr 15, 2024

Organization ProfileWWW.PLU.EDU

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12180 Park Ave STacoma, WA 98447

(253) 535-7104

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2011: $248,452,936Liabilities 2011: $86,708,239Net Assets 2011: $161,744,6972011Assets 2012: $239,467,143Liabilities 2012: $85,232,889Net Assets 2012: $154,234,2542012Assets 2013: $244,376,714Liabilities 2013: $86,005,285Net Assets 2013: $158,371,4292013Assets 2014: $244,874,091Liabilities 2014: $84,399,029Net Assets 2014: $160,475,0622014Assets 2015: $253,195,273Liabilities 2015: $93,473,543Net Assets 2015: $159,721,7302015Assets 2016: $244,372,314Liabilities 2016: $89,527,702Net Assets 2016: $154,844,6122016Assets 2017: $250,076,705Liabilities 2017: $85,844,155Net Assets 2017: $164,232,5502017Assets 2018: $250,294,715Liabilities 2018: $83,905,781Net Assets 2018: $166,388,9342018Assets 2019: $241,099,264Liabilities 2019: $81,333,881Net Assets 2019: $159,765,3832019Assets 2020: $250,118,186Liabilities 2020: $89,466,505Net Assets 2020: $160,651,6812020Assets 2021: $290,983,706Liabilities 2021: $93,327,651Net Assets 2021: $197,656,0552021Assets 2022: $282,361,466Liabilities 2022: $90,649,914Net Assets 2022: $191,711,5522022Assets 2023: $273,406,035Liabilities 2023: $89,304,703Net Assets 2023: $184,101,3322023

Latest loaded filing

2023

Assets$273,406,035
Liabilities$89,304,703
Net Assets$184,101,332
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$150M$100M$50M$0-$50MExpenses 2011: $135,754,2912011Expenses 2012: $141,729,8642012Revenue 2013: $142,020,739Expenses 2013: $146,326,818Net Income 2013: -$4,306,0792013Revenue 2014: $150,151,716Expenses 2014: $151,396,079Net Income 2014: -$1,244,3632014Revenue 2015: $152,446,050Expenses 2015: $149,769,327Net Income 2015: $2,676,7232015Revenue 2016: $148,796,163Expenses 2016: $154,418,670Net Income 2016: -$5,622,5072016Revenue 2017: $153,293,974Expenses 2017: $150,636,392Net Income 2017: $2,657,5822017Revenue 2018: $150,502,152Expenses 2018: $151,171,501Net Income 2018: -$669,3492018Revenue 2019: $154,876,063Expenses 2019: $158,525,364Net Income 2019: -$3,649,3012019Revenue 2020: $157,900,838Expenses 2020: $157,020,697Net Income 2020: $880,1412020Revenue 2021: $159,559,804Expenses 2021: $146,270,209Net Income 2021: $13,289,5952021Revenue 2022: $156,152,250Expenses 2022: $152,290,640Net Income 2022: $3,861,6102022Revenue 2023: $158,643,365Expenses 2023: $161,925,234Net Income 2023: -$3,281,8692023

Latest loaded filing

2023

Revenue$158,643,365
Expenses$161,925,234
Net Income-$3,281,869
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Apr 15, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

Plu seeks to educate students for lives of thoughtful inquiry, service, leadership and care - for other people, for the community and for the earth.

Filing and Contact Details

Filer

Filer Name
Pacific Lutheran University
EIN
91-0565571
In Care Of
% NATHAN P VAILENCOUR
Phone
2535357104
Address
12180 PARK AVE S, TACOMA, WA 98447

Signing Officer

Name
Allan Belton
Title
Treasurer
Phone
2535357119
Signed
2024-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
111 E Wayne St Suite 600, Fort Wayne, IN 46802
Preparer
Lauren R Denton
Phone
2604604000
Raw XML Appendix126 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.

Path#Value
IRS4562/BusinessOrActivityTxt0GARFIELD COMMONS, LLC
IRS4562/EvidenceToSupportDeductionInd0false
IRS4562/EvidenceWrittenInd0false
IRS4562/MeetRqrForAutoDemoUseInd0false
IRS4562/OtherDepreciationAmt037047
IRS4562/PolicyNoPrsnlExcCmmtngUseInd0false
IRS4562/PolicyNoPrsnlOrCmmtngUseInd0false
IRS4562/ProvideOverNumVehAndHaveRecInd0false
IRS4562/TotalDepreciationAmt037047
IRS4562/TreatAllVehUseAsPrsnlUseInd0false
IRS990T/AvlblPre2018NOLCarryoverAmt02981516
IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NATHAN P VAILENCOUR
IRS990T/BooksInCareOfDetail/PhoneNum02535357104
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt012180 PARK AVENUE SOUTH
IRS990T/BooksInCareOfDetail/USAddress/CityNm0TACOMA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd098447
IRS990T/BookValueAssetsEOYAmt0273406035
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt047071
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt1653848
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd1453220
IRS990TScheduleA/CostOfGoodsSoldAmt0116701
IRS990TScheduleA/DepreciationClmElsewhereAmt037047
IRS990TScheduleA/EmployeeBenefitProgramAmt038941
IRS990TScheduleA/GrossProfitAmt0231173
IRS990TScheduleA/GrossReceiptsOrSalesAmt0347874
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt0347874
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt0-8718
IRS990TScheduleA/OtherDeductionsAmt0800
IRS990TScheduleA/OtherDeductionsAmt131504
IRS990TScheduleA/OthInventoryValuationMethodCd0OTHER APPROVED METHOD
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/PrincipalBusinessActivityCd1453220
IRS990TScheduleA/PurchasesAmt0116701
IRS990TScheduleA/RepairsAndMaintenanceAmt061980
IRS990TScheduleA/SalariesAndWagesAmt0227658
IRS990TScheduleA/Section263ARulesApplyInd0false
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TaxesAndLicensesAmt01692
IRS990TScheduleA/TotalAllocableDeductionsAmt0145310
IRS990TScheduleA/TotalCostGoodsSoldAmt0116701
IRS990TScheduleA/TotalDeductionsAmt0800
IRS990TScheduleA/TotalDeductionsAmt1361775
IRS990TScheduleA/TotalDepreciationAmt037047
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt0136592
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-16
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt066
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-8668
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1231173
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0136642
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1231173
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt0145310
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0INCOME FROM PASSTHROUGH INVESTMENTS
IRS990TScheduleA/TradeOrBusinessDesc1RESTAURANT
IRS990TScheduleA/UBIBeforeNOLDedAmt0-9468
IRS990TScheduleA/UBIBeforeNOLDedAmt1-130602
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-9468
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-130602
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt0145310
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.78269
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt04066444
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt05195464
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/DualUseInd0X
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt0174516
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt0136592
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt0148608
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt037047
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt0185655
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt0GARFIELD COMMONS -
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0TACOMA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0WA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd098444
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt00
IRS990T/TotalUBTIBeforeSection199AAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLAN BELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02535357119
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACIFIC LUTHERAN UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0910565571
ReturnHeader/Filer/InCareOfNm0% NATHAN P VAILENCOUR
ReturnHeader/Filer/PhoneNum02535357104
ReturnHeader/Filer/USAddress/AddressLine1Txt012180 PARK AVE S
ReturnHeader/Filer/USAddress/CityNm0TACOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098447
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 E Wayne St Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046802
ReturnHeader/PreparerPersonGrp/PhoneNum02604604000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lauren R Denton
ReturnHeader/ReturnTs02024-04-15T16:22:49-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GEHRING
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$273$89.3$184$159$162$3.28
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$282$90.6$192$156$152$3.86
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$291$93.3$198$160$146$13.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$250$89.5$161$158$157$0.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$241$81.3$160$155$159$3.65
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$250$83.9$166$151$151$0.67
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$250$85.8$164$153$151$2.66
2016Detailed filing. Detailed filing data is available for this year.$244$89.5$155$149$154$5.62
2015Detailed filing. Detailed filing data is available for this year.$253$93.5$160$152$150$2.68
2014Summary only. Only limited summary data is available for this year.$245$84.4$160$150$151$1.24
2013Summary only. Only limited summary data is available for this year.$244$86.0$158$142$146$4.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$239$85.2$154$142
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$248$86.7$162$136