2024-05-06T08:40:01-05:00 2023-06-30 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2022-07-01 680529229 CONCORDIA LUTHERAN SCHOOLS OF OMAHA FOUNDATION CONC 4024454000 15656 FORT ST OMAHA NE 68116 ROBERT COOKSEY PRESIDENT 4024454000 2024-05-03 1 ROBERT COOKSEY 999009999 1 MEGAN L KOZIOL CPA P01544037 4023302660 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z A WILLIAM KERNEN 15656 FORT ST OMAHA NE 68116 300407 0 X CONCORDIAFOUNDATIONOMAHA.COM/ X 2002 NE TO SUPPORT AND BENEFIT CONCORDIA LUTHERAN SCHOOLS OF OMAHA, INC. 8 8 0 9 0 0 0 82235 0 0 106037 100941 0 0 106037 183176 186830 10000 0 0 0 0 0 0 52 25540 20399 212370 30399 -106333 152777 2206178 2543520 0 0 2206178 2543520 AT CONCORDIA, STUDENTS ARE FAITH SECURE... WORLD READY... KINGDOM LEADERS! 0 0 10000 10000 0 CLSO FOUNDATION SHALL ASSIST CONCORDIA LUTHERAN SCHOOLS OF OMAHA, INC.'S STAFF BY ADVISING ADMISSION STAFF ON ISSUES OF STUDENT RECRUITMENT, RETENTION AND SCHOLARSHIPS.TWO SCHOLARSHIPS WERE GIVEN IN THE CURRENT YEAR. NO CHANGES TO THE SCHOLARSHIP PROGRAM OCCURRED. 0 0 0 CLSO FOUNDATION IS ORGANIZED SOLELY AND EXCLUSIVELY TO SUPPORT AND BENEFIT CONCORDIA LUTHERAN SCHOOLS OF OMAHA, INC. OF OMAHA, NEBRASKA. 10000 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 X AARON SAILER 4024454000 15656 FORT STREET OMAHA NE 68116 GAYE LYNN SCHAFFART CHAIR 1.00 0.00 X X 0 0 0 GAIL HAWKINS VICE CHAIR 1.00 0.00 X X 0 0 0 DEL TOEBBEN VICE CHAIR THRU 09/22 1.00 0.00 X X 0 0 0 A WILLIAM KERNEN BOARD MEMBER 1.00 0.00 X 0 0 0 LEE HANDKE BOARD MEMBER 1.00 0.00 X 0 0 0 LLOYD PROBASCO BOARD MEMBER 1.00 0.00 X 0 0 0 DAN VEHLE BOARD MEMBER 1.00 0.00 X 0 0 0 BRANDON NEWHOUSE BOARD MEMBER 1.00 0.00 X 0 0 0 SABRINA WEISS BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT COOKSEY PRESIDENT 1.00 39.00 X 0 104021 67643 AARON SAILER TREASURER/SECRETARY 1.00 39.00 X 0 73201 18950 0 177222 86593 0 0 1 0 0 72235 10000 82235 98358 98358 119814 117231 2583 2583 2583 183176 0 0 100941 10000 10000 20347 20347 FUNDRASISING EXPENSE 52 52 30399 10000 20347 52 3233 73335 1256 1256 2201689 2468929 2206178 2543520 0 0 X 222998 245128 1983180 2298392 2206178 2543520 2206178 2543520 152777 184565 0 X 0 0 0 X X 1 CONCORDIA LUTHERAN SCHOOL OF OMAHA INC 911759397 2 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, PAGE 5, SECTION D, LINE 3: ALTHOUGH ALL DECISIONS ARE ULTIMATELY MADE BY THE FOUNDATION'S BOARD OF DIRECTORS, SUCH DECISIONS ARE MADE FOLLOWING DISCUSSION WITH THE REPRESENTATIVES OF CONCORDIA LUTHERAN SCHOOLS OF OMAHA, INC (CLSO). THE FOUNDATION'S BOARD OF DIRECTORS INCLUDE AT LEAST TWO MEMBERS OF CLSO. THE CLSO MEMBERS ATTEND THE FOUNDATION'S BOARD MEETING AND PROVIDE INPUT REGARDING CLSO'S MOST URGENT NEEDS. SCHEDULE A, PAGE 5, SECTION E, LINE 2A THE SUPPORTED ORGANIZATION IS CONCORDIA LUTHERAN SCHOOLS OF OMAHA, INC. THE FOUNDATION IS ORGANIZED SOLELY AND EXCLUSIVELY TO SUPPORT AND BENEFIT CONCORDIA LUTHERAN SCHOOLS OF OMAHA, INC. OF OMAHA, NEBRASKA. SCHEDULE A, PAGE 5, SECTION E, LINE 2B: THE FOUNDATION REMITS THE NET INCOME FROM ANY AND ALL FUNDRAISING ACTIVITIES TO CONCORDIA LUTHERAN SCHOOLS OF OMAHA, INC. (CLSO) IN SUPPORT AND FUTHERANCE OF ITS EDUCATIONAL PURPOSES. BUT FOR THE FOUNDATION, CLSO WOULD CONDUCT FUNDRAISING ACTIVITES TO SUPPORT ITS CHARITABLE PURPOSE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2203930 10000 282838 10000 17839 2468929 2452949 -445059 -184946 1822944 1289383 720824 601418 158676 2452949 1254197 44045 8859 1289383 1244852 68440 59095 1254197 0.09874 0.90126 0.00000 0 0 0 PART V, LINE 4: THE INTENDED USES OF THE FOUNDATION'S ENDOWMENT FUNDS ARE TO PROVIDE SUPPORT FOR CONCORDIA LUTHERAN SCHOOLS OF OMAHA, INC'S PROGRAMS AND TO PROVIDE SCHOLARSHIPS FOR STUDENTS WHO DEMONSTRATE FINANCIAL NEED. PART V, COLUMN (A), LINE 1A INCLUDES AN ADJUSTMENT TO REFLECT THE CORRECTED BALANCE OF THE ENDOWMENT FUNDS AS OF THE BEGINNING OF THE YEAR. 1 SCHOLARSHIPS 2 10000 PART I, LINE 2: SCHOLARSHIPS ARE PROVIDED TO THE STUDENTS OF CONCORDIA LUTHERAN SCHOOLS OF OMAHA, INC., THE SUPPORTED ORGANIZATION. THE FOUNDATION IS ABLE TO MONITOR THE USE OF THE FUNDS DUE TO ITS CLOSE RELATIONSHIP WITH CONCORDIA LUTHERAN SCHOOLS OF OMAHA, INC. 0 0 0 0 0 0 0 0 0 ROBERT COOKSEY PRESIDENT 0 104021 0 0 0 0 0 13090 0 54553 0 171664 0 0 PART I, LINE 3: COMPENSATION FOR THE PRESIDENT OF THE ORGANIZATION, ROBERT COOKSEY, IS PAID BY CONCORDIA LUTHERAN SCHOOLS OF OMAHA, A RELATED ORGANIZATION. CONCORDIA LUTHERAN SCHOOLS OF OMAHA USES THE FOLLOWING TO ESTABLISH COMPENSATION: COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, COMPRISED OF THE CHAIR, VICE CHAIR, AND PRESIDENT OF THE BOARD OF THE CORPORATION, HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A CONCORDIA LUTHERAN SCHOOLS OF OMAHA, INC., A RELATED ORGANIZATION, ELECTS AT LEAST TWO MEMBERS OF THE BOARD OF DIRECTORS FOR CLSO FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B CONCORDIA LUTHERAN SCHOOLS OF OMAHA, INC., A RELATED ORGANIZATION, HAS COMPLETE CONTROL OVER THE DECISIONS OF THE BOARD OF DIRECTORS OF CLSO FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ACCOUNTANT AND THE PRESIDENT OF THE FOUNDATION BOARD. ONCE IT IS FILED, A COMPLETED COPY OF THE FORM 990 IS POSTED TO A SECURE ONLINE FILE SHARING SYSTEM TO WHICH ALL BOARD MEMBERS HAVE ACCESS. NOTIFICATION OF POSTING IS PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C CLSO FOUNDATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH OPEN COMMUNICATION WITHIN THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 15: CLSO FOUNDATION HAS NO PAID EMPLOYEES, THEREFORE NO COMPENSATION DETERMINATION PROCESS IS NECESSARY. FORM 990, PART VI, SECTION B, LINE 13: CLSO FOUNDATION DOES NOT HAVE ITS OWN WRITTEN WHISTLEBLOWER POLICY, BUT IT DOES UTILIZE THE POLICY OF CONCORDIA LUTHERAN SCHOOLS OF OMAHA, INC., A RELATED ORGANIZATION. CONCORDIA LUTHERAN SCHOOLS OF OMAHA INC 15656 FORT STREET OMAHA NE 68116 911759397 LUTHERAN CHRISTIAN SCHOOLS NE 501(C)(3) LINE 2 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0