Education (B430) IRS Verified DX Registered 990 on File

UNIVERSITY OF PUGET SOUND

EIN: 91-0564961 · TACOMA, WA 98416-1075 · United States · FY 2023 Data

3 out of 5 59 / 100 Based on 2+ years of filings

Financial strength (30%) 89/100

Reliability (20%) 55/100

Effectiveness (25%) 100/100

Impact (25%) No data yet

Financial data: FY 2023 · Scored 9/13/2026

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Mission Statement

University of Puget Sound is a private liberal arts college in Tacoma, Washington, serving nearly 2,100 students. The mission of the university is to develop in its students’ capacities for critical analysis, aesthetic appreciation, sound judgment, and apt expression that will sustain a lifetime of intellectual curiosity, active inquiry, and reasoned independence. Since 1993, Puget Sound and the Tacoma Public Schools have partnered to increase access to college for students who are the first in their families to attend college, are students of color, or are low-income. The year-round Access Programs supports students in the Tacoma Public Schools to successful on time high school graduation and post-secondary success. Access Programs’ Summer Academic Challenge (SAC) is a science, technology, engineering, arts, and mathematics (STEAM)-based college access program for middle and high school students that provides an enriching 21-day experience.

Financial Overview — FY 2023

$157.2M

Total Revenue

$165.1M

Total Expenses

$636.5M

Net Assets

2200

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 88.5%

Fundraising Efficiency N/A

Operating Reserve 46.25x

Liability-to-Asset 13.0%

Revenue Diversification 82.1%

Executive Compensation $3.7M

Compared with Peers

FY 2023

Compared with 607 similar organizations (United States, Education, $100M and over in expenses), FY 2023.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	88.5%	87.4%	P10P90	Above median
Admin expense ratio Management and general / total expenses · lower is better	9.6%	10.5%	P10P90	Above median
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	2.0%	1.3%	P10P90	Below median
Operating reserve Months of expenses covered by net assets · higher is better	46.3 mo	20.3 mo	P10P90	Top quarter
Liabilities to assets Total liabilities / total assets · lower is better	13.0%	27.0%	P10P90	Top quarter
Revenue concentration Share of revenue from the largest source · lower is better	82.1%	84.6%	P10P90	Above median
Revenue growth Year over year revenue growth	1.4%	-2.0%	P10P90
Expense growth Year over year expense growth	-0.5%	5.9%	P10P90
Surplus margin Surplus as a share of revenue	-5.1%	1.3%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2023	$157.2M	$165.1M	$636.5M	88.5%	2200
2022	$155.0M	$165.9M	$610.4M	89.0%	2118
2021	$154.1M	$155.2M	N/A	—	2226

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Organization Details

EIN: 91-0564961
State: WA
City: TACOMA
ZIP: 98416-1075
Classification: B430
Category: Education
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 1888
Foundation Code: 11
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

★★★★★ 80–100 ★★★★☆ 60–79 ★★★☆☆ 40–59 ★★☆☆☆ 20–39 ★☆☆☆☆ 1–19

A pillar with no data counts as zero. Without impact metrics the score is capped at 59 (three stars): only the charity can supply that data.
The coverage grade (A to D) says how much filing data the score rests on; NONE means there is not enough to rate.
An organization that is not in good standing with its registry (for example a revoked tax exemption) is shown as Not rated.
"Compared with peers" places the charity's key ratios against organizations of the same country, sector and size.

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