Pacific Lutheran University (EIN 910565571) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1920

Legal Domicile

Phone

2535357104

Tax Period

2024-06-01 to 2025-05-31

Pacific Lutheran University, founded in 1920, is a major nonprofit in the Education sector that reported $157.9M in total revenue in fiscal year 2024.

Mission

PLU PURPOSEFULLY INTEGRATES THE LIBERAL ARTS, PROFESSIONAL STUDIES & CIVIC ENGAGEMENT THROUGH DISTINCTIVE INTERNATIONAL PROGRAMS & FACULTY MENTORED RESEARCH OPPORTUNITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,208,513

Program Service Revenue $143,527,079

Investment Income $3,002,476

Other Revenue $131,283

TOTAL REVENUE $157,869,351

Expense Breakdown

Grants Paid $70,376,573

Salaries & Benefits $58,171,306

Fundraising Expenses $1,733,729

Program Expenses $149,954,125

Other Expenses $35,185,243

TOTAL EXPENSES $163,733,122

Year-over-Year Comparison

	2024	2023	Change
Revenue	$157,869,351	$165,514,048	0.0%
Expenses	$163,733,122	$168,552,957	0.0%
Net Income	$-5,863,771	$-3,038,909	+0.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

2009

Volunteers

2858

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$765,855

Total Directors

$519,606

Key Employees

$459,824

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE DEAL	REGENT/VICE CHAIR	1.0	Officer Director	$0	$0	$0
L Allan Belton	President	40.0	Officer Director	$411,963	$107,643	$519,606
MARK GRIFFITH	REGENT/VICE CHAIR	1.0	Officer Director	$0	$0	$0
MICHELLE LONG	REGENT/CHAIR	1.0	Officer Director	$0	$0	$0
THOMAS SAATHOFF	REGENT/VICE CHAIR	1.0	Officer Director	$0	$0	$0
TROY ANDRADE	REGENT/SECRETARY	1.0	Officer Director	$0	$0	$0
ARNE NESS	REGENT	1.0	Director	$0	$0	$0
BEN WARWICK	REGENT	1.0	Director	$0	$0	$0
DAVID COY	REGENT	1.0	Director	$0	$0	$0
JAYNEE GROSETH	REGENT	1.0	Director	$0	$0	$0
JONETTE BLAKNEY	REGENT	1.0	Director	$0	$0	$0
JOSEPH MAYER	REGENT	1.0	Director	$0	$0	$0
JOYCE BARR	REGENT	1.0	Director	$0	$0	$0
KATHI LITTMANN	REGENT	1.0	Director	$0	$0	$0
LAURIE LARSON-CAESAR	REGENT	1.0	Director	$0	$0	$0
LAURIE SOINE	REGENT	1.0	Director	$0	$0	$0
MARK MILLER	REGENT	1.0	Director	$0	$0	$0
MATT ISERI	REGENT	1.0	Director	$0	$0	$0
MEGGAN MANLOVE	REGENT	1.0	Director	$0	$0	$0
REBECCA BURAD	REGENT	1.0	Director	$0	$0	$0
SALVADOR MUNGIA	REGENT	1.0	Director	$0	$0	$0
SARA KASS	REGENT	1.0	Director	$0	$0	$0
SCOTT BARNUM	REGENT	1.0	Director	$0	$0	$0
SCOTT SQUIRES	REGENT	1.0	Director	$0	$0	$0
SHEILA RADFORD-HILL	REGENT	1.0	Director	$0	$0	$0
SHELLEY BRYAN-WEE	REGENT	1.0	Director	$0	$0	$0
STACY WILSON	REGENT	1.0	Director	$0	$0	$0
SUSAN CAULKINS	REGENT	1.0	Director	$0	$0	$0
Erika Borell	Treasurer (START 05/2025)	40.0	Officer	$82,454	$5,293	$87,747
Patrick Gehring	Treasurer (LEFT 12/6/2024)	40.0	Officer	$140,464	$18,038	$158,502
Joanna Gregson	Provost	40.0	Key Emp	$222,272	$22,889	$245,161
Joanna Royce-Davis	VP, Student Life	40.0	Key Emp	$193,018	$21,645	$214,663
Ann Auman	Dean, College of Natural Science	40.0	Highest	$175,007	$16,813	$191,820
Cameron Bennett	Dean, College of Professional Studies	40.0	Highest	$171,791	$20,397	$192,188
Daniel Lee	VP of University Relations	40.0	Highest	$187,145	$21,295	$208,440
David Ward	Dean, College of Health Prof	40.0	Highest	$202,602	$22,071	$224,673
Shalita Myrick	COO VP, Admin Services	40.0	Highest	$118,358	$7,904	$126,262

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$157,869,351	$163,733,122	$284,256,855	$-5,863,771
2024	$165,514,048	$168,552,957	$293,352,083	$-3,038,909
2023	$158,643,365	$161,925,234	$273,406,035	$-3,281,869
2022	$156,152,250	$152,290,640	$282,361,466	$3,861,610
2021	$159,559,804	$146,270,209	$290,983,706	$13,289,595
2020	$157,900,838	$157,020,697	$250,118,186	$880,141
2019	$154,876,063	$158,525,364	$241,099,264	$-3,649,301
2018	$150,502,152	$151,171,501	$250,294,715	$-669,349

Pacific Lutheran University