CALIFORNIA LUTHERAN UNIVERSITY Charity Report

Public IRS 990 nonprofit record

CALIFORNIA LUTHERAN UNIVERSITY

EIN 95-2962604 · Education (B430)

What they do

THE MISSION of THE UNIVERSITY is to EDUCATE LEADERS for A GLOBAL SOCIETY WHO ARE STRONG IN CHARACTER and JUDGMENT, CONFIDENT IN THEIR IDENTITY and VOCATION, and COMMITTED to SERVICE and JUSTICE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $90.50 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

84.53%of revenue went to mission work90.5% of expenses · Program services

1.15%of revenue went to fundraising1.2% of expenses

$93.37spent for every $100 of revenueRevenue covered expenses this year.

7.70%of revenue went to management and office costs8.2% of expenses

$1.98in assets for every $1 spent this yearSome assets cannot be spent right away.

9.7%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.

Pay context: The highest compensation shown in this filing is $1,389,578 for VARLOTTA LORI (PRESIDENT (THRU 05/24)). 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$204,848,435

Mission workProgram services$173,148,16084.53% of revenue90.5% of expenses

ManagementOffice and general costs$15,766,8167.70% of revenue8.2% of expenses

FundraisingAsking for donations$2,354,4721.15% of revenue1.2% of expenses

Revenue left after expensesReported annual surplus$13,578,9876.63% of revenueShown in gray on the chart

Total expenses$191,269,44893.37% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

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: 90.5% mission · 8.2% management · 1.2% fundraisingTotal expenses: 93.37% of revenue

2023Expense mix: 88.6% mission · 10.2% management · 1.3% fundraisingTotal expenses: 103.99% of revenue

2022Expense mix: 90.9% mission · 7.7% management · 1.4% fundraisingTotal expenses: 106.55% of revenue

2021Expense mix: 91.2% mission · 7.4% management · 1.4% fundraisingTotal expenses: 89.71% of revenue

2020Expense mix: 91.3% mission · 7.2% management · 1.5% fundraisingTotal expenses: 93.38% of revenue

2019Expense mix: 90.3% mission · 8.1% management · 1.6% fundraisingTotal expenses: 91.72% of revenue

2018Expense mix: 88.4% mission · 10.2% management · 1.5% fundraisingTotal expenses: 98.18% of revenue

2017Expense mix: 90.9% mission · 7.5% management · 1.7% fundraisingTotal expenses: 95.70% of revenue

Money in and money out

Revenue$204,848,435

Expenses$191,269,448

Annual surplus $13,578,987 Revenue was higher than expenses 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)$173,148,160 · 90.5% of expenses

Management and office costs$15,766,816 · 8.2% of expenses

Fundraising$2,354,472 · 1.2% of expenses

See all reported dollar amounts

Revenue$204,848,435

Expenses$191,269,448

Assets$378,184,981

Income$394,051,446

Contributions$19,860,481

Mission work (program services)$173,148,160

Fundraising$2,354,472

Grants given$634,984

Average grant$126,997

Management and general$15,766,816

Executive compensation (total)$2,839,501

Stocks and bonds$157,694,754

Accounting fees$112,950

Investing fees$560,446

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

VARLOTTA LORIPRESIDENT (THRU 05/24) · 40 hrs/week $1,389,578Base $1,320,882 · Other $68,696

NEILSON LEANNEPROVOST/VP, ACADEMIC AFFAIRS · 40 hrs/week $295,541Base $281,646 · Other $13,895

APFELTHALER GERHARDDEAN, SCHOOL OF MANAGEMENT · 40 hrs/week $264,297Base $245,166 · Other $19,131

NUNES JOHN APRESIDENT (AS OF 06/24) · 40 hrs/week $264,084Base $263,221 · Other $863

RICHARDS MARVINGENERAL COUNSEL · 40 hrs/week $259,717Base $238,777 · Other $20,940

WARD MATTHEW - VPENROLLMENT MANAGEMENT, MARKETING · 40 hrs/week $253,768Base $239,741 · Other $14,027

BIDDINGS-MURO REGINAVP, UNIVERSITY ADVANCEMENT · 40 hrs/week $248,476Base $237,149 · Other $11,327

YSASI RICHARD - TREASURERVP, ADMIN. & FIN. (THRU 11/24) · 40 hrs/week $235,685Base $232,088 · Other $3,597

HOLIGROCKI RICHARDDEAN, GRADUATE SCHOOL OF PSYCHOLOGY · 40 hrs/week $234,916Base $210,429 · Other $24,487

VAN OMMEREN RYANASSOCIATE VP, FACILITY OPERATIONS · 40 hrs/week $214,424Base $197,418 · Other $17,006

HILLIS MICHAELDEAN, SCHOOL OF EDUCATION · 40 hrs/week $209,939Base $189,107 · Other $20,832

VAIMAN VLADPROFESSOR · 40 hrs/week $205,931Base $189,340 · Other $16,591

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)

VARLOTTA LORIPRESIDENT (THRU 05/24)

NEILSON LEANNEPROVOST/VP, ACADEMIC AFFAIRS

APFELTHALER GERHARDDEAN, SCHOOL OF MANAGEMENT

NUNES JOHN APRESIDENT (AS OF 06/24)

RICHARDS MARVINGENERAL COUNSEL

WARD MATTHEW - VPENROLLMENT MANAGEMENT, MARKETING

BIDDINGS-MURO REGINAVP, UNIVERSITY ADVANCEMENT

YSASI RICHARD - TREASURERVP, ADMIN. & FIN. (THRU 11/24)

HOLIGROCKI RICHARDDEAN, GRADUATE SCHOOL OF PSYCHOLOGY

VAN OMMEREN RYANASSOCIATE VP, FACILITY OPERATIONS

HILLIS MICHAELDEAN, SCHOOL OF EDUCATION

VAIMAN VLADPROFESSOR

ROPER MELINDA - VPSTUDENT AFFAIRS/DEAN OF STUDENTS

MARSELIAN ZAREHCHIEF INFORMATION OFFICER

FEINUP MATTHEWASSOCIATE PROFESSOR

WINDHAM-HUGHES COLLEENFORMER FACULTY CHAIR/BOARD MEMBER

KIMBALL CHRISFORMER PRESIDENT

WEE ALLISONFORMER FACULTY CHAIR/BOARD MEMBER

BINSLEY ANDREWBOARD MEMBER

MCNEIL MALCOLMBOARD MEMBER

OGBECHIE NKEMBOARD MEMBER (THRU 10/24)

OLSON KARENBOARD MEMBER (AS OF 08/24)

PITTMAN JEFFBOARD MEMBER (AS OF 02/25)

POAST KIMBOARD MEMBER (AS OF 08/24)

BESSEY REV JIMBOARD MEMBER (THRU 05/25)

RUSSELL FELECIABOARD MEMBER (AS OF 02/25)

SOULES MIKEBOARD MEMBER

BAUMHEFNER LINDABOARD MEMBER

BARKER DAVIDBOARD MEMBER (AS OF 02/25)

WOODS JRBOARD MEMBER (THRU 07/24)

ANDERSON PHYLLISBOARD MEMBER

HILL LAUREENBOARD MEMBER (THRU 12/24)

BOYNTON ANNCHAIR

CAMARILLO BILLVICE CHAIR

DEFRANK TEDSECRETARY/BOARD MEMBER

DOWNS TRACYBOARD MEMBER

FAHNESTOCK BRIAN - TREASURERINTERIM VP/ADMIN/FIN (AS OF 01/25)

GUPTA GITABOARD MEMBER

GUTIERREZ ARNOLDBOARD MEMBER

HILL ANNEBOARD MEMBER

BOS BRENDABOARD MEMBER (AS OF 10/24)

HUTTERER DEBORAHBOARD MEMBER (THRU 09/24)

IRWIN JONBOARD MEMBER (AS OF 08/24)

JAECH RICHARDBOARD MEMBER (THRU 04/25)

JONES KENBOARD MEMBER (AS OF 08/24)

LUNDEEN-SMUCK SUSANBOARD MEMBER

BOYCE MARYBOARD MEMBER

NEBENS CARRIEBOARD MEMBER

About this charity

Recognized since: January 1983
Location: 60 WEST OLSEN ROAD MC 1200, THOUSAND OAKS, CA 913602700
County: Ventura
In care of: DAVE LAWRENCE
Primary officer: DAVE LAWRENCE, VP FOR ADMIN AND FINANCE

How to reach them

WebsiteVisit the charity’s website Emailfinaid@CalLutheran.edu Phone(805) 493-3181

Filing and classification

Latest tax year: 2024
Tax period began: June 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Education (B430)
IRS tax category: Colleges, Universities, and Professional Schools
Grant-giving organization: Yes