Annual Report

2016-2017

Introduction

Years from now, we’ll remember 2016-2017 as a time of rapid advancement for California Lutheran University. During the fiscal year, we used our new federal designation as a Hispanic-Serving Institution (HSI) to apply for and win $6.1 million in grants over five years to encourage Latinos and low-income students to major in science, technology, engineering and mathematics (STEM).

Behind the scenes, we raised most of the funds needed for a game-changing 45,000-square-foot science building that will transform teaching and research in STEM fields.

We named a dynamic new dean for the College of Arts and Sciences, Dr. Jessica Lavariega Monforti, a political scientist most recently at Pace University in New York.

We started building the William Rolland Art Center, a 20,000-square-foot state-of-the-art facility for art and multimedia students that opened in August.

We found innovative ways to engage and serve communities, launching both the Center for Nonprofit Leadership and the Autism and Communication Center.

Our theological seminary took up residence in downtown Berkeley and appointed Dr. Ray Pickett as rector.

We finished the year with a surge of pride, as the Kingsmen baseball program claimed the university’s second-ever NCAA Division III team championship, winning the College World Series in mid-May.

With this year of progress, Cal Lutheran has positioned itself to set and to meet ambitious goals. The forthcoming strategic plan for 2017-2022 will call for the university to strengthen academic programs and broaden access to them while continuing to create a culture of inclusion and of learning by doing.

I have the honor to serve as Cal Lutheran’s president, working with faculty, staff, alumni and the university’s many friends to prepare students to make a difference in our region and world. To catch some of the excitement that characterizes Cal Lutheran, I encourage you to read this report, but also to visit us and find us on social media. Performances, exhibitions, tours of the campus and new art center, and opportunities to study and get involved await you.

Enjoy the report! We hope to see you on campus soon.

Sincerely,

Chris Kimball

Signature

Chris Kimball
President

At Cal Lutheran, our dedicated and accomplished faculty works with small classes of undergraduate and graduate students who are open-minded — about ideas, about people, and about faith — and are seeking to grow as individuals while they pursue their passions and discover their purpose.

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 Campus

Faculty

The Year In Review
STEM

$6.1 million for STEM and diversity

In September 2016, the U.S. Department of Education awarded Cal Lutheran almost $6.1 million over five years to encourage Latinos and low-income students in Ventura County to stick with majors in science, technology, engineering and mathematics (STEM) all the way to graduation. The university became eligible to apply earlier in 2016 as a designated Hispanic-serving institution. One grant worth $4.63 million supports STEM majors already at Cal Lutheran, and another for $1.46 million helps the university to collaborate with Oxnard College on its STEM program.

Art Center

William Rolland Art Center construction

Now open for classes and events, the two-story, 20,000-square-foot building was starting construction as students arrived for the 2016 fall semester. It houses high-tech classrooms and facilities for the Art and Multimedia departments.

Dean

Dean of arts, sciences named

In February 2107, an expert in the political behavior of women, immigrants and communities of color was named as the next dean of Cal Lutheran’s College of Arts and Sciences. Jessica Lavariega Monforti was a first-generation college student at Florida State University, where she earned her bachelor’s degree in political science. Her master’s degree and doctorate are from The Ohio State University. Lavariega Monforti went to work as dean after the fiscal year’s close, succeeding Joan Griffin, who stepped down to teach full time.

PLTS

Theological seminary moves down from hilltop

On the last Saturday of May, 2017, about 80 members of Pacific Lutheran Theological Seminary’s community in Berkeley made a symbolic trek from the decommissioned campus at the top of Marin Avenue to a new home at 2000 Center St. near the downtown BART station. The seminary, which had used the hilltop site since 1952, became a graduate school of Cal Lutheran in 2014. In March, PLTS named the Rev. Raymond Pickett, Ph.D., to the new position of rector. Pickett now works with external constituencies and oversees the seminary, while Dean Alicia Vargas directs academic affairs.

Kimball

Kimball attends Mexico summit

In March 2017, President Chris Kimball attended the first Higher Education Summit of the United States and Mexico designed to explore new partnership opportunities for independent universities in the two countries. Twenty-four presidents and five senior administrators from private U.S. universities and the president of the Council of Independent Colleges met Mexican counterparts March 29 through 31 in Guadalajara. “My hope is that Cal Lutheran can develop partnerships that would result in more study abroad opportunities, articulation agreements, and student and faculty exchanges,” Kimball said ahead of the event. In September 2016, Kimball signed a first-of-its-kind articulation agreement allowing students from Assumption University of Thailand to finish their MBA education at Cal Lutheran and graduate with degrees from both institutions.

Center for Nonprofit Leadership

New centers engage the community

In the summer of 2016, Cal Lutheran expanded its extensive community outreach with the launch of two new centers. The Center for Nonprofit Leadership, directed by Dena Jenson, invests in the future of regional charities by providing affordable professional development workshops to board members, staff and volunteers. Under co-directors Beth Brennan and Edlyn Peña, who are faculty members and program directors in the Graduate School of Education, the Autism and Communication Center supports primarily young people with autism who have difficulty speaking and who are discovering other methods to communicate. The center educates families and the community about augmentative and alternative communication strategies such as keyboards, letter boards and brain/computer interface systems. 

Upward Bound

$1.2 million for Upward Bound

In July 2016, the Department of Education awarded Cal Lutheran a $1.2 million TRIO Talent Search grant more than tripling the number of disadvantaged pre-college students that the university helps to success. Cal Lutheran will serve 500 South Oxnard students annually over the next five years with the money, and will provide the only federal TRIO program in Ventura County serving middle school students. Talent Search targets low-income students who have the potential to succeed in higher education and would be in the first generation of their families to attend college or a postsecondary program. The university already had two traditional Upward Bound programs and an Upward Bound Math Science program for disadvantaged high school students, as well as a federal TRIO program called Student Support Services that helps low-income students enrolled at Cal Lutheran to graduate.

Baseball

Baseball wins national championship

On May 30, 2017, in Appleton, Wisconsin, the Kingsmen baseball team defeated Washington & Jefferson College (Pennsylvania) in a best-of-three College World Series and earned the program’s first national championship. This is the second NCAA Division III title for a Cal Lutheran team, along with the 2015 women’s volleyball squad, and the third national team title, counting the football team’s NAIA Division II championship in 1971. The series win was also vindication for head coach Marty Slimak, who was an assistant coach in 1992 and head coach in 1996 when Cal Lutheran’s late-inning leads slipped away in two championship games.

KCLU

KCLU receives 6 AP and Murrow awards

In June 2016, National Public Radio affiliate KCLU received six regional awards, including news director Lance Orozco’s 10th Pat Davis Reporter of the Year honor.

Competing in Division B against stations with five or fewer staff members in the 13 Western states, KCLU took home four awards from the AP Television and Radio Association. Orozco and weekend anchor Debra Green won Best Live News Coverage for their reporting on the Solimar brush fire. In addition to the Reporter of the Year award, Orozco received the Best Radio Sports Reporting award for a story on the Cowboys and Rams training together in Oxnard. KCLU was honored for Best Radio Station Website.

KCLU also received two 2016 Edward R. Murrow Awards from the RTDNA in the small market radio division for stations in California, Guam, Hawaii and Nevada. Orozco was honored for Best Breaking News Coverage for the 2015 Santa Barbara County oil spill and Best Newswriting for “Food Fun at the Fair,” a whimsical look at the unusual tastes at the Ventura County Fair.

LA Rams

LA Rams move in

In the summer and fall of 2016, the Los Angeles Rams converted a north campus site beneath Mount Clef Ridge into the base of its training operations. The team brought in modular buildings totaling more than 50,000 square feet of floor space for offices, locker rooms and a weight room. About 130 Rams players, coaches and trainers use the site during the regular NFL season and some of the off-season. The team, which has its corporate offices in Agoura Hills, will leave infrastructure improvements behind when it departs no later than 2021.

By the Numbers

Financial Report 2016-2017

California Lutheran University did well financially during the fiscal year ending May 31, 2017. Total institutional assets increased to $329.9 million, up from $313.6 million in the previous year. Net assets (total assets less liabilities) increased to $244.2 million, up from $228.6 million, due to an increase in market gains of the endowment, receipt of large gifts and pledges for the Art and Science Building projects and operating gains from higher auxiliary revenue.

Revenues and Expenses

Due to good operating performance and investment returns, revenue exceeded expenses by $15.6 million. Total revenues and gains are $127.6 million, up from $112.3 million in the previous fiscal year primarily due to higher investment returns in the endowment and large gifts. Operating revenue increased to $112.5 million from $110.1 million in the prior year, while non-operating revenue was up to $13.6 million from $3.3 million in the prior year primarily due to the fluctuations in the value of the endowment and large gifts and pledges for two capital campaigns

Net tuition revenues in 2016-2017 held steady at $77.7 million to the previous year. (All of the revenue figures above are net calculations. They do not count tuition covered by institutional scholarships and grants: $50.6 million in 2016-2017 and $44.6 million in 2015-2016.)

Expenses increased to $112.0 million for the fiscal year, up from $109.0 million.

Balance Sheet

Total assets increased by $16.3 million, liabilities decreased by $3.6 million, and net assets increased by $15.6 million. Cash increased to $59.8 million, from $55.9 million.

Contributions receivable increased to $8.3 million, from $7.0 million. During the year, the value of Cal Lutheran’s endowment increased by $5.9 million to $98.5 million.

The endowment fund helps to ensure the university’s long-term financial health and stability and to provide an affordable education, including scholarships and grants, for current and future generations of students. Donors’ gifts are invested in perpetuity with a portion of the income available for university needs and the remainder reinvested to maintain future buying power.

Our property, plant and equipment decreased to $130.9 million, from $135.1 million in the previous year, primarily due to depreciation.

Donor Contributions

Donor contributions are a significant factor in the continued financial strengthening of Cal Lutheran. Charitable giving during the period consisted of 41,803 gifts and pledges from 8,506 donors, including alumni, parents of students and alumni, friends, churches, corporations, foundations and other organizations. A breakdown of gifts and pledges as recorded in the audited 2016-2017 fiscal report includes:

Unrestricted Gifts
CLU Annual Fund $1,282,000
Church $800,000
KCLU Radio $1,229,000
Restricted Gifts
(capital, endowment, scholarship, etc.) $11,010,000
Grand Total $14,321,000

We are grateful to all of our 2016-2017 donors for sharing in Cal Lutheran’s mission and success. For additional information about our audited financial statements, please visit Office of the President’s website.

 Classroom

Kingsmen Park

Classroom

Science

Kinsgmen Park

Thank You

All of this would not be possible without the generous support of our alumni, family and friends around the world. With your gifts to Cal Lutheran, you help drive our mission to prepare leaders for a global society. Your support means improved facilities, a world-class faculty, and most important, opportunities for our students to discover their purpose. Thank you.

Below find a list of all those who generously supported Cal Lutheran during its 2016-2017 fiscal year.


University Advancement makes its best efforts to provide complete and accurate information for its Honor Roll listing. If you find any inadvertant errors or omissions, please notify Advancement at (805) 493-3160 or development@callutheran.edu.

Thank you.

leaf Oak Tree Society (Donors to the CLU Annual Fund for three or more years consecutively)
Donor to Pacific Lutheran Theological Seminary

  • 5th Quarter Football Club
  • A.K.T. American Capital Corporation
  • Mr. and Mrs. J. Edward Aas
  • Abacus Wealth Partners, LLC
  • Ms. Alyssa Abano
  • Ms. Elaine Abarta leaf
  • Ms. Nakiessa Abbassi
  • Mr. Richard '84 and Mrs. Kathy Abbott
  • Ms. Connie Abdun-Nur Barilla
  • Mrs. Kim Abrahamson leaf
  • Mr. Kenneth and Mrs. Carol Abramson
  • Ms. Brianna M. Abrego '17
  • Mr. Kenneth and Mrs. Suzanne Acampora leaf
  • Mr. Benito and Mrs. Robin Acasio
  • Ms. Kristen N. Acaya '17
  • Mr. Juan and Mrs. Andrea '01 Acosta
  • Mr. Henry and Mrs. Melin '74 Adalian leaf
  • Ms. Margaretta Adamo
  • Mrs. Kristina R. Adams '91
  • Mr. David and Mrs. Stacey '02 Adams leaf
  • Mr. Michael and Mrs. Rachael '83 Adamske
  • Mr. Douglas and Mrs. Laura Adamson
  • Mr. Ousep and Mrs. Margarit Adetyan leaf
  • Mrs. Kassandra Adger
  • Mr. Anthony '13 and Mrs. Teresa Adragna
  • Advent Lutheran Church (Citrus Heights, CA)
  • Advent Lutheran Church (Spokane Valley, WA)
  • Mr. Gabi and Rev. Meghan '01 Aelabouni leaf
  • Aerojet Rocketdyne Foundation
  • Mr. Christopher M. Afana '17
  • African Descent Lutheran Association - Los Angeles Chapter
  • Mr. Christopher K. Aguilar '17
  • Mr. Roberto and Rev. Corazon Aguilar
  • Ms. Emma Aguilar leaf
  • Mr. Robert and Mrs. Rita Aguilar
  • Mrs. Samantha B. Aguilar '16
  • Mr. Jacob Aguilera
  • Ms. Nicole Aguilera
  • Mr. John and Mrs. Barbara '04 Ahlman leaf
  • Mr. John and Mrs. Barbara Ahlquist
  • The Ahmanson Foundation
  • Mr. William Ahmanson
  • Mr. Brett S. Akahiji '17
  • Mr. Brian and Mrs. Janice Akahiji leaf
  • Mrs. Penny L. Akashi '75
  • Dr. Alireza and Mrs. Terri Akbari leaf
  • Mr. Alexander Akpodiete
  • Ms. Jeri M. Alacano '83 leaf
  • Ms. Esmeralda Aladuena Salcido
  • Mr. Peter '83 and Mrs. Tina Alamar leaf
  • Ms. Gabriella Alamin
  • Ms. Maria Alamin
  • Mr. Carl Alaniz
  • Alaska Synod - ELCA
  • Mr. Haider Alawami
  • Ms. Kristina M. Albarian '17
  • Mr. Mark and Mrs. Yasong Albert leaf
  • Mr. Jose and Mrs. Guadalupe Aldana leaf
  • Mr. Paul W. Alex '15
  • Mr. James L. Stanton and Mrs. Cathy D. Alexander '00 leaf
  • Rev. Laurel E. Alexander
  • Ms. Leslie Alexander
  • Ms. Pamela C. Alexander '80 leaf
  • Ms. Sarah E. Alfano '17
  • All Saints Lutheran Church (Novato, CA)
  • All Saints Women of the ELCA
  • Mr. Nolan '85 and Mrs. Alice Allen
  • Mr. David and Mrs. Patricia '74 Allen leaf
  • Ms. Samantha J. Allen '12 leaf
  • Ms. Lisa A. Allison '87
  • Dr. Robert '09 and Mrs. Cydney Allison
  • Mr. David and Mrs. Susan '03 Allison
  • Mr. Michael and Mrs. Laura Almquist leaf
  • Mr. Henry and Mrs. Elaine Alvarado
  • Mr. Oscar Alvarado
  • Ms. Cynthia Alvarez
  • Mr. Humberto Alvarez
  • Mr. Jose and Mrs. Juana Alvarez
  • Ms. Monica V. Alvarez '16
  • Mrs. Reyna Alvarez
  • Mr. Andrew S. Alwin '17 leaf
  • Mr. David and Mrs. Annie Alwin leaf
  • Mr. William and Mrs. Jean Amador leaf
  • Amateur Baseball Development Group, Inc.
  • AmazonSmile Foundation
  • Ms. Laura Ambrosius
  • American Express Company, Inc.
  • American Lutheran Church (Sun City, AZ)
  • American Lutheran Church (Woodland, CA)
  • Ms. Ruth Ames
  • Dr. Steven and Mrs. Carol Ames
  • Mrs. Krystle A. Amezcua '04 leaf
  • Amgen Foundation
  • Amgen, Inc.
  • Mr. Ira and Mrs. Emily Amilhussin
  • Ms. Danielle M. Amoroso '12
  • Mr. Peter Amoroso-Wall
  • Ms. Lauren A. Amundson '10 leaf
  • Mr. Tony and Mrs. Sharon '91 Amundson
  • Ms. Jessica A. Amzoll '07 leaf
  • Dr. Gary and Mrs. Patricia Andeen
  • Ms. Roberta Anders '17
  • Rev. Carl '68 and Mrs. Penny Andersen leaf
  • Mrs. Donna J. Andersen '68 leaf
  • Ms. Ruth Andersen leaf
  • Bishop Emer. J. Roger, H'87, and Mrs. Beverly Anderson leaf
  • Mr. Christopher M. Anderson '12
  • Mr. Douglas '76 and Mrs. Carol '79 Anderson leaf
  • Dr. Phillip and Mrs. Gayle '88 Anderson leaf
  • Mr. Robert and Mrs. Gaylene Anderson leaf
  • Mr. Gaylin and Mrs. Teresa Anderson leaf
  • Mr. Gerald '65 and Mrs. Barbara Anderson leaf
  • Mr. Jack '67 and Mrs. Judith '68 Anderson
  • Rev. James and Mrs. Diane Anderson
  • Ms. Jennifer Anderson leaf
  • Mr. Kevin '82 and Mrs. Monica Anderson leaf
  • Mr. Leslie and Mrs. D'Ann Anderson
  • Mr. Marvin and Mrs. Marjorie Anderson leaf
  • Mr. Mark '91 and Mrs. Christie Anderson
  • Mrs. Marsha P. Anderson leaf
  • Ms. Meribeth Anderson
  • Rev. Michael and Mrs. Patricia Anderson leaf
  • Mrs. Patty G. Anderson
  • Rev. Drs. Herbert and Phyllis Anderson
  • Rev. Matthew '04 and Mrs. Rebecca '04 Anderson leaf
  • Mr. and Mrs. Roger C. Anderson
  • Mr. Roger and Mrs. Mary Anderson
  • Mr. Ronald and Mrs. Walda Anderson leaf
  • Ms. Susan E. Anderson
  • Mr. Terry '09 and Mrs. Kristie Anderson leaf
  • Mr. Thomas and Mrs. Beth Anderson leaf
  • Mr. Victor '03 and Mrs. Joanne '06 Anderson
  • Ms. Valeria Andrade
  • Mr. Richard and Mrs. Patricia '95 Andre leaf
  • Mr. Lloyd '66 and Mrs. Laura Andreas leaf
  • Mr. Robert and Mrs. Brandy Andrews
  • Mr. John and Mrs. Marjorie Andrzejewski leaf
  • Mr. Alejandro M. Angel '15
  • Mr. Mark and Mrs. Eileen Angel
  • Mr. Ryan J. Angel '17
  • Ms. Dianne Angelich
  • Anonymous (39) leaf
  • Mr. Robert and Mrs. Marilyn Anthold leaf
  • Ms. Emily R. Apcar-Blaszak '17
  • Dr. Gerhard Apfelthaler leaf
  • Ms. Brianna N. Appel '17
  • Apple, Inc.
  • Mr. Michael '09 and Mrs. Candice '09 Aragon
  • Mr. Mike and Mrs. Marcia Aragon leaf
  • Mr. Anthony Araiza leaf
  • Dr. Ronald and Mrs. Georgia Araiza
  • Mrs. Dorothy Arata
  • Rev. Dr. William and Mrs. Sandra Arbaugh
  • Mrs. Sonia M. Arce '12
  • Mr. Timothy Perlick and Mrs. Andrea L. Arey
  • Ms. Maria A. Arger '11
  • Mr. Jose M. Figueroa and Mrs. Carmen Arias
  • Ms. Karen S. Arias '17
  • Ms. Klarissa Arias
  • Mr. Michael Arias and Mrs. Laila Karson Arias leaf
  • Mr. Mario and Mrs. Deonna '97 Armijo leaf
  • Ms. Amanda M. Armstrong '16
  • Mr. Arthur L. Armstrong '06 leaf
  • Mr. Michael and Mrs. Ronda Armstrong
  • Mr. Robert '93 and Mrs. Phoebe Armstrong
  • Mr. Ronald and Mrs. Sally '10 Armstrong
  • Mr. Michael J. Arndt
  • Mr. Bradford '08 and Mrs. Kirsten Arnold leaf
  • Mr. Joel '97 and Mrs. Kerri Arnold leaf
  • Mr. Gregory and Mrs. Lisa Aronson
  • Mrs. Diane Arredondo
  • Mr. Todd '91 and Mrs. Laura Arrowsmith
  • Mr. Demecio and Mrs. Josefina Arteaga leaf
  • Mr. Dennis Arteaga '15 leaf
  • Mr. Maximilliano and Mrs. Iris Arteaga
  • Mr. Richard and Mrs. Linda Arth leaf
  • Ascension Lutheran Church (Thousand Oaks, CA)
  • Ascension St. Matthews Church (Price, UT)
  • Mr. Jeffrey '94 and Mrs. Marcie '95 Aschbrenner
  • Ms. Cheryl L. Aschenbach '93
  • Mr. Donald and Mrs. Cynthia Asher leaf
  • Mr. Eugene '68 and Mrs. Judith '64 Ashmore leaf
  • Ms. Marine Ashnalikyan
  • Ms. Narine Ashnalikyan
  • Ms. Audrey M. Askegard '17 leaf
  • Mr. Douglas Askegard and Mrs. Nathalie M. Gosset
  • Association of Old Crows Point Mugu Chapter
  • Assured Life Association
  • Mr. Hector and Mrs. Elizabeth Astorga
  • AstraZeneca
  • Ms. Nazia R. Athar '17
  • Mr. Robert Atkinson
  • Ms. Barbara J. Augsdorfer '83 leaf
  • Mr. Peter and Mrs. Maria Austin
  • Autism Society Ventura County
  • Automatic Data Processing Foundation
  • Dr. Salimu P. Autry '10
  • Ms. Vanessa Avalos
  • Ms. Amanda Avella
  • Ms. Anne M. Avery '15
  • Ms. Kathleen E. Avery '15
  • Mrs. Sheann Avery leaf
  • Mr. David S. Avila '16
  • AXIS Specialty U.S. Services, Inc.
  • Mr. Norberto and Mrs. Xochil Ayon
  • Ms. Brittny Azari
  • Mr. Mark and Mrs. Connie '83 Azevedo leaf
  • Ms. Abby L. Azzarello '17
  • Mr. Michael and Mrs. Kelly Azzarello
  • Ms. Katelynn Babb
  • Mr. Michael and Mrs. Amy '87 Babel
  • Ms. Dorothy Baca
  • Mr. Erwin and Mrs. Ruth Bachofer
  • Ms. Shelly Badal '17
  • Mr. Paul M. G. Baens and Mrs. Shirley A. Velarde-Baens
  • Ms. Paulyn-Cari V. Baens '17
  • Ms. Phillis Baggs
  • Mr. Grant Bagne leaf
  • Mr. Matt and Mrs. Carianne Bagne
  • Mrs. Audrey L. Bahr leaf
  • Mr. James and Mrs. Madelyn Bailey
  • Ms. Kristin A. Bailey '15
  • Mr. Ray and Mrs. Martha Bailey
  • Ms. Leticia Baines leaf
  • Ms. Gail L. Baird '68 leaf
  • Mr. James '71 and Mrs. Janet '80 Baird leaf
  • Mr. John and Mrs. Olga Bajo
  • Capt. Tristan and Mrs. Casey '12 Baker leaf
  • Rev. David and Mrs. Gloria Baker
  • Mr. Jeffery Baker leaf
  • Ms. Maribel Baker
  • Mrs. Monica Baker
  • Mr. James A. Bakken '89
  • Rev. Dr. David Balch
  • Dr. Arek and Mrs. Seta Balci
  • Mr. Shant Balci
  • Mr. Howard and Mrs. Deborah Balentine
  • Mrs. Barbara Balerud leaf
  • Mr. Jamal S. Balkhi '17
  • Mrs. Lucille Ballard, H'96
  • Ms. Robyn L. Ballard '09 leaf
  • Ms. Sandra L. Ballentine '03 leaf
  • Rev. Dr. Anita J. Baly
  • Mr. Jeffrey and Mrs. Jill '94 Banaszynski leaf
  • Rev. Dr. Charles and Mrs. Deborah Bang
  • Mr. Norman and Mrs. Melda Bang
  • Mr. William and Mrs. Mary Bang
  • The Bank of America Charitable Foundation, Inc.
  • Mr. James P. Bankson '17
  • Mr. Winthrop '09 and Mrs. Melissa Banning
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