THE UNIVERSITY OF PUGET SOUND Charity Report

Public IRS 990 nonprofit record

THE UNIVERSITY OF PUGET SOUND

EIN 91-0564961 · Education (B430)

What they do

UNIVERSITY of PUGET SOUND, AS A COMMUNITY of LEARNING, MAINTAINS A STRONG COMMITMENT to TEACHING EXCELLENCE, SCHOLARLY ENGAGEMENT, and FRUITFUL STUDENT-FACULTY INTERACTION. THE MISSION of THE UNIVERSITY is to DEVELOP IN ITS STUDENTS CAPACITIES for (CONTINUED ON SCHEDULE O) CRITICAL ANALYSIS, AESTHETIC APPRECIATION, SOUND JUDGMENT, and APT EXPRESSION THAT WILL SUSTAIN A LIFETIME of INTELLECTUAL CURIOSITY, ACTIVE INQUIRY, and REASONED INDEPENDENCE. A PUGET SOUND EDUCATION, BOTH ACADEMIC and COCURRICULAR, ENCOURAGES A RICH KNOWLEDGE of SELF and OTHERS; AN APPRECIATION of COMMONALITY and DIFFERENCE; THE FULL, OPEN, and CIVIL DISCUSSION of IDEAS; THOUGHTFUL MORAL DISCOURSE; and THE INTEGRATION of LEARNING, PREPARING THE UNIVERSITYS GRADUATES to MEET THE HIGHEST TESTS of DEMOCRATIC CITIZENSHIP. SUCH AN EDUCATION SEEKS to LIBERATE EACH PERSONS FULLEST INTELLECTUAL and HUMAN POTENTIAL to ASSIST IN THE UNFOLDING of CREATIVE and USEFUL LIVES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $89.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders48 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

107.86%of revenue went to mission work89.4% of expenses · Program services

2.87%of revenue went to fundraising2.4% of expenses

$120.71spent for every $100 of revenueSpending was higher than revenue this year.

9.97%of revenue went to management and office costs8.3% of expenses

$4.32in assets for every $1 spent this yearSome assets cannot be spent right away.

6.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $30,181,015 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $763,683 for ISIAAH CRAWFORD (PRESIDENT & TRUSTEE). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$145,766,343

Mission workProgram services$157,225,755107.86% of revenue89.4% of expenses

ManagementOffice and general costs$14,534,8589.97% of revenue8.3% of expenses

FundraisingAsking for donations$4,186,7452.87% of revenue2.4% of expenses

Total expenses$175,947,358120.71% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 89.4% mission · 8.3% management · 2.4% fundraisingTotal expenses: 120.71% of revenue

2023Expense mix: 89.3% mission · 8.5% management · 2.2% fundraisingTotal expenses: 109.89% of revenue

2022Expense mix: 88.5% mission · 9.6% management · 2.0% fundraisingTotal expenses: 105.06% of revenue

2021Expense mix: 89.0% mission · 9.2% management · 1.7% fundraisingTotal expenses: 107.02% of revenue

2020Expense mix: 90.4% mission · 7.9% management · 1.7% fundraisingTotal expenses: 109.92% of revenue

2019Expense mix: 90.6% mission · 7.7% management · 1.7% fundraisingTotal expenses: 98.95% of revenue

2018Expense mix: 91.2% mission · 6.9% management · 1.9% fundraisingTotal expenses: 101.81% of revenue

2017Expense mix: 91.5% mission · 6.6% management · 1.9% fundraisingTotal expenses: 100.75% of revenue

Money in and money out

Revenue$145,766,343

Expenses$175,947,358

Annual shortfall $30,181,015 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$157,225,755 · 89.4% of expenses

Management and office costs$14,534,858 · 8.3% of expenses

Fundraising$4,186,745 · 2.4% of expenses

See all reported dollar amounts

Revenue$145,766,343

Expenses$175,947,358

Assets$760,278,728

Income$183,834,415

Contributions$9,737,564

Mission work (program services)$157,225,755

Fundraising$4,186,745

Grants given$738,355

Average grant$246,118

Management and general$14,534,858

Stocks and bonds$16,390,433

Accounting fees$104,625

Investing fees$313,759

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ISIAAH CRAWFORDPRESIDENT & TRUSTEE · 40 hrs/week $763,683Base $587,755 · Other $175,928

KIM KVAALEXECUTIVE VICE PRESIDENT & CFO · 40 hrs/week $452,675Base $373,401 · Other $79,274

VICTOR MARTINVP FOR UNIVERSITY RELATIONS · 40 hrs/week $430,240Base $358,836 · Other $71,404

JOANNA CAREY CLEVELANDVP GENERAL COUNSEL · 40 hrs/week $362,290Base $299,466 · Other $62,824

ERIC ORLINFACULTY (THRU 6/24) · 40 hrs/week $330,460Base $321,830 · Other $8,630

CAROLYN WEISZFACULTY (THRU 6/24) · 40 hrs/week $330,259Base $317,707 · Other $12,552

ANDREW KERKHOFFPROVOST · 40 hrs/week $324,384Base $286,340 · Other $38,044

BRADLEY RICHARDSFACULTY (THRU 6/24) · 40 hrs/week $310,634Base $292,885 · Other $17,749

LESLIE SAUCEDOFACULTY (THRU 6/24) · 40 hrs/week $299,802Base $287,512 · Other $12,290

SARAH COMSTOCKVP FOR STUDENT AFFAIRS & DEAN OF STUDENTS · 40 hrs/week $273,466Base $227,072 · Other $46,394

LORNA HERNANDEZ JARVISVP INSTITUTIONAL EQUITY & DIVERSITY · 40 hrs/week $232,322Base $200,583 · Other $31,739

FRANCISCO CHAVEZCHIEF INFORMATION OFFICER · 40 hrs/week $224,034Base $202,295 · Other $21,739

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (48)

ISIAAH CRAWFORDPRESIDENT & TRUSTEE

KIM KVAALEXECUTIVE VICE PRESIDENT & CFO

VICTOR MARTINVP FOR UNIVERSITY RELATIONS

JOANNA CAREY CLEVELANDVP GENERAL COUNSEL

ERIC ORLINFACULTY (THRU 6/24)

CAROLYN WEISZFACULTY (THRU 6/24)

ANDREW KERKHOFFPROVOST

BRADLEY RICHARDSFACULTY (THRU 6/24)

LESLIE SAUCEDOFACULTY (THRU 6/24)

SARAH COMSTOCKVP FOR STUDENT AFFAIRS & DEAN OF STUDENTS

LORNA HERNANDEZ JARVISVP INSTITUTIONAL EQUITY & DIVERSITY

FRANCISCO CHAVEZCHIEF INFORMATION OFFICER

ROBERT KIEFAVP FOR FACILITIES SERVICES

NICK KONTOGEORGOPOULOSFORMER INTERIM PROVOST

JANET HALLMANAVP FINANCIAL PLANNING & SERVICES

JUSTINE LEVESQUEAVP FOR FINANCE

LAURA BEHLINGFORMER PROVOST

MATTHEW BOYCEVP FOR ENROLLMENT (THRU 7/24)

MICHAEL W AMEND 86TRUSTEE

MITZI W CARLETTI 78TRUSTEE

KENNETH WILLMAN 82P15P18TRUSTEE, VICE CHAIR

MARIA A ARELLANO 86TRUSTEE

NICHOLAS D VASILIUS 07TRUSTEE

RYAN E MCANINCH 06TRUSTEE

RYAN W DUMM 07TRUSTEE

SARAH L LEE 94TRUSTEE

SCOTT H HIGASHI 91TRUSTEE

SHELLY J HEIER 98TRUSTEE, TREASURER

SUNSHINE A MORRISON 94TRUSTEE

TIMOTHY WHITTUMVP FOR ENROLLMENT (FROM 1/25)

WILLIAM M CANFIELD 76 P08TRUSTEE

ERIN SHAGREN 88 P17TRUSTEE

BETH M PICARDO 83 JD 86TRUSTEE, CHAIR

BETSY C STONE 79 P14TRUSTEE

BRIAN R GROSS 98TRUSTEE

BRUCE L TITCOMB 80 P13TRUSTEE

CHRISTOPHER R POHLAD 07TRUSTEE

DAVID J WATSON 92TRUSTEE

EMILY S EHRENS 14TRUSTEE

ERIK A WALLACE 96TRUSTEE

LYLE QUASIM 70 HON 05TRUSTEE

FRED W GRIMM 78TRUSTEE

GWENDOLYN H LILLIS P05TRUSTEE

HEIDI B BROCK 85TRUSTEE

JAMILIA J SHERLS 05TRUSTEE

KAREN V JENKINS-JOHNSON 82TRUSTEE

KATHLEEN M DUNCAN 82TRUSTEE

LAURA INVEEN 76TRUSTEE

About this charity

Recognized since: January 1950
Location: 1500 N WARNER ST STOP 1075, TACOMA, WA 98416-1075
County: Pierce
In care of: % OFFICE OF FINANCE
Primary officer: JUSTINE LEVESQUE, AVP FOR FINANCE

How to reach them

WebsiteVisit the charity’s website Phone(253) 879-3224 Officer phone(253) 879-2720

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Education (B430)
Grant-giving organization: Yes