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Finance and Operations

Budget and Finance

Budget and Finance

The university operates on a fiscal year, which starts June 1st and ends May 31st.

2009-2010 Annual Budget: $106,101,742

Value of Endowment as of May 31, 2009: $61.8 million

Investment Consultant: Slocum

 Grassy Goodness
Budget Planning Process
Budget Planning Forms 2009/2010
Budget and Finance Review, Overview and Evaluation
Capital Improvements Allocations & Projects
PLU Financial Statements
990 Forms
07 Return of Physical Assets Report by Sightlines
08 Return of Physical Assets Report by Sightlines

Budget Planning Process

Many steps are involved in creating the annual budget for our university. The budget includes university-funded financial aid, faculty, staff and student salaries, services and purchases (including study away expenses), equipment and maintenance (including capital improvements).

The Budget Planning Calendar provides a timeline and sets milestones for internal planning. Each May, following the internal planning process, the PLU Board of Regents adopts the university's annual operating budget.

2008-2009 Budget Planning Calendar

Budget and Finance Review, Overview and Evaluation

PLU Budget Overview and Evaluation Fall 2008

Budget and Finance Assessment by Paul Aslanian


Capital Improvements Allocations and Projects

Building improvement plans are developed each year in advance through the Capital Improvements Committee. Every year by mid-December, budget heads from each department submit a list of improvements for the upcoming year. These may include changes for ADA accessibility, general maintenance requests (such as painting), projects requested by the Fire Marshall to meet the fire code, small and large-scale facility upgrades, replacements or repairs (on such things as carpets, white boards, walls, plumbing, etc.), and furniture requests.

A committee reviews projects, sets priorities, and makes recommendations to the President's Council, who approves them. Budget heads are then notified of all positive decisions. Most projects are completed in the summer and during university closures of the following fiscal year. Project schedules for this year can be viewed at www.plu.edu/~fama.

Please remember that smaller projects should be handled through the service request (work order) system. For more information on service requests, please visit www.plu.edu/~fama/service-requests.


PLU Financial Statements

2009 Financial Statement
2008 Financial Statement
2007 Financial Statement
2006 Financial Statement
2005 Financial Statement
2004 Financial Statement



990 Forms


2007 990 Form
2006 990 Form
2005 990-T Form
2005 990 Form
2004 990 Form
2003 990 Form
2002 990 Form


 Photo by Angella Wehry