2024-05-15T20:10:17-05:00 2023-06-30 390859910 BAKER TILLY US LLP 790 N WATER STREET SUITE 2000 MILWAUKEE WI 53202 990 2022-07-01 237326171 CONCORDIA UNIVERSITY IRVINE FOUNDATION CONC 9492143123 1530 CONCORDIA WEST IRVINE CA 92612 STEVEN STRAUCH VP OF FINANCE AND OPERATIONS 9492143123 2024-05-15 1 STEVEN STRAUCH XXX-XX-XXXX 1 TROY MARINE CPA P00187863 4147775500 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR MICHAEL A THOMAS 1530 CONCORDIA WEST IRVINE CA 92612 1140081 0 X WWW.CUI.EDU X 1973 CA CONCORDIA UNIVERSITY FOUNDATION IS AN EXEMPT ORGANIZATION CREATED FOR THE BENEFIT (SEE SCHEDULE O) OF CONCORDIA UNIVERSITY WITH THE PURPOSE OF SOLICITING, RECEIVING, AND DISTRIBUTING FUNDS TO CONCORDIA UNIVERSITY. 32 32 0 250 0 0 2843570 932564 0 0 517 0 -44854 -82978 2799233 849586 0 224082 0 0 1409081 1416875 43023 0 2609115 635077 1273604 2087181 2914561 712052 -2064975 7887654 6524288 160278 861887 7727376 5662401 THE MISSION OF THE CONCORDIA UNIVERSITY FOUNDATION IS TO RAISE RESOURCES FOR THE GLORY OF GOD TO ADVANCE THE MISSION OF CONCORDIA UNIVERSITY IRVINE. 0 0 254347 224082 0 CONCORDIA UNIVERSITY FOUNDATION MAINTAINS A DATABASE OF 80,000 RECORDS, WHICH INCLUDES OVER 55,000 DONORS, COMPANIES, AND CHURCHES; 25,000 ALUMNI, AND OVER 1,500 PARENTS OF CURRENT STUDENTS. THE METHODS USED TO GENERATE CONTRIBUTIONS ARE DIRECT MAIL, PHONATHONS, PERSONAL VISITS, PUBLIC AND PRIVATE EVENTS, DONOR STEWARDSHIP, AND STRATEGIC MARKETING INITIATIVES. 254347 1 1 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X BRANDON WHEATLEY 9492143123 1530 CONCORDIA WEST IRVINE CA 92612 HE DURBIN II TRUSTEE - CHAIRMAN 1.00 1.00 X X 0 0 0 CHRIS POND TRUSTEE - VICE CHAIRMAN 1.00 0.00 X X 0 0 0 CHERYL M KEITHLY TRUSTEE - SECRETARY 1.00 0.00 X X 0 0 0 PAUL A SCHROEDER TRUSTEE - TREASURER 1.00 0.00 X X 0 0 0 CATHY JOECKEL TRUSTEE 1.00 0.00 X 0 0 0 DAVID LEICHTFUSS TRUSTEE 1.00 0.00 X 0 0 0 DIANNE SCHAUTSCHICK TRUSTEE 1.00 0.00 X 0 0 0 DONNA THIESSEN TRUSTEE 1.00 0.00 X 0 0 0 E STEVEN SONNENBERG TRUSTEE 1.00 0.00 X 0 0 0 JAMES N VITALE TRUSTEE 1.00 0.00 X 0 0 0 PAM WHEELER TRUSTEE 1.00 0.00 X 0 0 0 PAMELA FRESE WADE TRUSTEE 1.00 0.00 X 0 0 0 PAUL BELDEN TRUSTEE 1.00 0.00 X 0 0 0 RAMSEY ISRAWI TRUSTEE 1.00 0.00 X 0 0 0 ROBERT BEIN TRUSTEE 1.00 0.00 X 0 0 0 RONALD R LEVESQUE TRUSTEE 1.00 1.00 X 0 0 0 RONN C CORNELIUS TRUSTEE 1.00 0.00 X 0 0 0 SARAH JOHNSON TRUSTEE 1.00 0.00 X 0 0 0 KIM ALSOP TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 MICHAEL D ANTONOVICH TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 LONDA L BORER-SKOV PHD TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 RUSSELL CAMPBELL TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 RUTH E DENAULT '07 MBA '09 TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 ROBERT ODLE TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 GREGORY E PREUSS TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 JOHN STUEVE TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 J DAVID THEIS JR TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 JO VOERTMAN TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 RICHARD J WENDT TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 CAROL SCHROEDER WOLD TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 ELDRED G WOLF TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 HOWARD R WORTHINGTON TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 MICHAEL A THOMAS PRESIDENT 4.00 40.00 X 0 273820 130026 TIMOTHY JAEGER EXEC. VP FOR UNIVERSITY ADVANCEMENT 40.00 4.00 X 188751 0 28648 STEVEN STRAUCH EXEC VP & CFO 4.00 40.00 X 0 97574 10165 188751 371394 168839 1 0 1 0 0 609891 322673 24787 932564 207417 609891 290495 -83078 -83078 MISCELLANEOUS INCOME 900099 100 100 100 849586 0 0 -82978 224082 224082 217399 217399 895314 895314 107279 107279 140464 140464 56419 56419 30145 30145 261765 120 261645 155044 9427 145617 3556 1318 2238 40410 40410 937 755 182 313808 313808 7896 7896 OTHER PROGRAM ACTIVITIE 460043 39599 420444 2914561 254347 51099 2609115 3037 0 6029898 5805817 1854719 718471 7887654 6524288 160278 861887 160278 861887 X -2076180 7727376 7738581 7727376 5662401 7887654 6524288 -2064975 0 X X 0 0 0 X X 1 CONCORDIA UNIVERSITY IRVINE 952798775 2 1 224082 0 1 224082 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7008902 224078 6784824 7043797 983127 -781582 236440 7008902 5725397 8100 1483766 173464 7043797 5893612 4000 3989 176204 5725397 5794124 25134 246422 172068 5893612 0.00000 0.74000 0.26000 0 1 1 0 ENDOWMENT INVESTMENT ASSETS HELD BY THE UNIVERSITY 5805817 F 5805817 FUTURE INTEREST IN RESIDENCE 650693 BENEFICIAL INTEREST IN SPLIT INTEREST AGREEMENTS 67778 718471 PART V, LINE 4: THE CONCORDIA FOUNDATION'S INTENDED USE OF ENDOWMENT FUNDS IS TO PROVIDE DESIGNATED FINANCIAL SUPPORT FOR ACADEMIC SCHOLARSHIPS, PROGRAMS, AND SERVICES PROVIDED TO STUDENTS OF CONCORDIA UNIVERSITY, IRVINE TO FURTHER THEIR RESPECTIVE EDUCATIONAL GOALS. GALA OF STARS 612540 513311 99229 2100 23700 42060 116362 EAGLE GOLF CLASSIC 185897 90877 95020 2700 66249 23879 1 18871 5703 13168 3000 2509 7936 817308 609891 207417 4800 92949 44569 148177 290495 -83078 1 CONCORDIA UNIVERSITY IRVINE 1530 CONCORDIA WEST IRVINE CA 926123203 952798775 501(C)(3) 224082 0 GENERAL SUPPORT 1 0 PART I, LINE 2: CONCORDIA UNIVERSITY IRVINE FOUNDATION (CUIF) AND CONCORDIA UNIVERSITY IRVINE (CUI) ARE RELATED ORGANIZATIONS AND WORK CLOSELY TO ONE ANOTHER. THE USE OF GRANTS CAN BE MONITORED THROUGH INTERCOMPANY MEANS. 0 0 0 0 0 0 0 0 0 MICHAEL A THOMAS PRESIDENT 0 203746 0 0 0 70074 0 23657 0 106369 0 403846 0 0 TIMOTHY JAEGER EXEC. VP FOR UNIVERSITY ADVANCEMENT 82645 0 0 0 106106 0 16307 0 12341 0 217399 0 0 0 PART I, LINE 3 COMPENSATION DECISIONS FOR CONCORDIA UNIVERSITY IRVINE (FEIN: 95-2798775) ARE SUBJECT TO REVIEW AND CONCURRENCE BY SENIOR MEMBERS OF STAFF. COMPARABILITY DATA AS PROVIDED BY WATSON AND WYATT IS USED AS A BENCHMARK, AND THE METHODOLOGY OF THE DECISION IS DOCUMENTED BY HUMAN RESOURCES. CONCORDIA UNIVERSITY IRVINE USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE PRESIDENT: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. LORI JAEGER WIFE OF TIM JAEGER, VP OF UNI. ADVANCE., EMPLOYEE OF CONCORDIA UNI. IRVINE 81571 SALARY 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF REGENTS ASSIGNS AUTHORITY TO THE FINANCE COMMITTEE TO PERFORM A REVIEW OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. THE STATEMENTS ARE REVIEWED BY THE PRESIDENT AND ANY CONFLICTS NOTED ARE ADDRESSED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND RELATED INFORMATION ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE SELECTION AND OVERSIGHT PROCESS FOR THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM PRIOR YEAR. FORM 990, PART V, LINES 1A & 2A, W-2 & 1099 REPORTING: CONCORDIA UNIVERSITY IRVINE FOUNDATION AND CONCORDIA UNIVERSITY IRVINE ARE RELATED NONPROFIT CORPORATIONS UTILIZING A COMMON POOL OF EMPLOYEES. BOTH ORGANIZATIONS FILE A COMMON PAYROLL UNDER CONCORDIA UNIVERSITY IRVINE AND ALL TAX REPORTING IS DONE THROUGH UTILIZING CONCORDIA UNIVERSITY IRVINE AS A COMMON PAYMASTER. THE WAGES AND BENEFITS OF EMPLOYEES OF THE TWO ORGANIZATIONS ARE ACCOUNTED FOR AS EITHER ENTITIES' EXPENSES ON THE STATEMENT OF FUNCTIONAL EXPENSE BASED ON ROLE. CONCORDIA UNIVERSITY IRVINE 1530 CONCORDIA WEST IRVINE CA 92612 952798775 EDUCATIONAL INSTITUTION CA 501(C)(3) LINE 2 N/A 0 CHARITABLE REMAINDER ANNUITY TRUST (3) CHARITABLE TRUST CA T 0 CHARITABLE REMAINDER UNITRUST (7) CHARITABLE TRUST CA T 0 POOLED TRUST (1) CHARITABLE TRUST CA T 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0