2026-05-15T18:21:07-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2050 MAIN STREET SUITE 700 IRVINE CA 92614 990 2024-07-01 952798775 CONCORDIA UNIVERSITY IRVINE CONC 9492143123 1530 CONCORDIA WEST IRVINE CA 926123203 FRANCENE LAPOINT CHIEF FINANCIAL OFFICER 9492143123 2026-05-15 1 1 QI WEN LIANG P01270238 9492214000 2026-05-15 2024 2025-03-06 01:10:19Z DR MICHAEL A THOMAS 1530 CONCORDIA WEST IRVINE CA 926123203 198369286 0 X WWW.CUI.EDU X 1972 CA CONCORDIA UNIVERSITY IRVINE, A COMPREHENSIVE LUTHERAN CHRISTIAN UNIVERSITY GUIDED BY CHRIST'S GREAT COMMISSION, DEVELOPS WISE, HONORABLE, AND CULTIVATED CITIZENS TO SERVE SOCIETY AND THE CHURCH. 19 19 1577 50 0 0 16702136 25552408 98374221 108917588 -2885485 2688778 1601874 982252 113792746 138141026 31242427 33901373 0 0 47146272 49824864 0 0 11722 42219796 48148500 120608495 131874737 -6815749 6266289 254177426 270312292 88997523 94427482 165179903 175884810 CONCORDIA UNIVERSITY IRVINE, A COMPREHENSIVE LUTHERAN CHRISTIAN UNIVERSITY GUIDED BY CHRIST'S GREAT COMMISSION, DEVELOPS WISE, HONORABLE, AND CULTIVATED CITIZENS TO SERVE SOCIETY AND THE CHURCH. 0 0 60689608 33901373 91319816 INSTRUCTION AND INSTITUTIONAL SUPPORT:INSTRUCTION INCLUDES GRANTS AND ALLOCATIONS. CONCORDIA UNIVERSITY CURRENTLY HAS 1,248 TRADITIONAL UNDERGRADUATE STUDENTS AND 2,272 NONTRADITIONAL STUDENTS. 29108704 0 0 ACADEMIC SUPPORT AND STUDENT SERVICES:ACADEMIC SUPPORT INCLUDES OFFICE OF THE PROVOST, DEANS OF VARIOUS ACADEMIC DIVISIONS, AND UNIVERSITY LIBRARY SERVICES. STUDENT SERVICES INCLUDES ADMISSIONS, FINANCIAL AID, REGISTRAR, AND ATHLETICS. 16836129 0 17597772 AUXILIARY SERVICES: AUXILIARY ENTERPRISES AT CONCORDIA ARE GENERALLY COMPRISED OF RESIDENCE HALLS, A DINING HALL, AND A SNACK SHOP. 106634441 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 1 1 1 0 0 1 356 0 1 1577 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X FRANCENE LAPOINT 9492143126 1530 CONCORDIA WEST IRVINE CA 92612 DR MICHAEL A THOMAS PRESIDENT 40.00 4.00 X 219958 0 123386 DAMIAN WYMAN - EXECUTIVE DIRECTOR, GLOBAL PARTNERSHIPS 40.00 0.00 X 220523 0 38275 RONALD VAN BLARCOM ASSOCIATE VP & GENERAL COUNSEL 40.00 0.00 X 210876 0 40374 TIMOTHY ODLE - VP UNIVERSITY OPERATIONS AND ATHLETICS 40.00 0.00 X 41720 0 193138 SCOTT ASHMON SENIOR VICE PRESIDENT & PROVOST 40.00 0.00 X 134440 0 92243 TIMOTHY JAEGER - EXECUTIVE VP FOR UNIVERSITY ADVANCEMENT 4.00 40.00 X 75005 0 142816 STEVEN MUELLER CHIEF MISSION OFFICER 40.00 0.00 X 95273 0 122104 STEVEN STRAUCH EXECUTIVE VP & CFO (THRU 09/24) 40.00 4.00 X 188216 0 25436 CHERYL SMYTHE-PADGHAM ASSISTANT DEAN/DIRECTOR OF NURSING 40.00 0.00 X 158407 0 45462 PETER SENKBEIL SPECIAL ASSISTANT TO THE PRESIDENT 40.00 0.00 X 105304 0 92477 MEGAN CHRISTENSEN BOUSLAUGH VP FOR STUDENT AFFS, DEAN OF STUDENTS 40.00 0.00 X 167962 0 28005 KEN AMMANN MENS BASKETBALL HEAD COACH 40.00 0.00 X 138231 0 43640 BRANDON WHEATLEY CONTROLLER 40.00 0.00 X 142922 0 34930 CRYSTAL ROSENTHAL ASSOC. VP OF ATHLETICS 40.00 0.00 X 139703 0 24206 STEVE JIN VP OF ENROLLMENT SERVICES 40.00 0.00 X 134857 0 25448 GEORGE ALLEN - ASSOC VP OF MARKETING & STRATEGIC COMMUNICATIONS 40.00 0.00 X 117728 0 42085 MARGARET CHRISTMAS THOMAS DEAN, TOWNSEND INST. OF LEADERSHIP 40.00 0.00 X 125078 0 34372 FRANCENE LAPOINT EXECUTIVE VP & CFO (AS OF 11/24) 40.00 4.00 X 17506 0 2343 MR RYAN P ERMELING BOARD MEMBER - CHAIR 1.00 0.00 X X 0 0 0 DR DAVE J HEMKER BOARD MEMBER - VICE CHAIR 1.00 0.00 X X 0 0 0 MR ANTHONY HARNACK BOARD MEMBER - SECRETARY 1.00 0.00 X X 0 0 0 DR JEFFREY BEAVERS BOARD MEMBER 1.00 0.00 X 0 0 0 JON BAERMANN BOARD MEMBER (AS OF 09/24) 1.00 0.00 X 0 0 0 REV JASON BREDESON BOARD MEMBER 1.00 0.00 X 0 0 0 DR NEIL COWEN BOARD MEMBER 1.00 0.00 X 0 0 0 MR MATTHEW FLANDERMEYER BOARD MEMBER 1.00 0.00 X 0 0 0 TIMOTHY GAST BOARD MEMBER (AS OF 09/24) 1.00 0.00 X 0 0 0 REV DR MICHAEL E GIBSON BOARD MEMBER 1.00 0.00 X 0 0 0 MRS LAURA G HEMMINGER BOARD MEMBER 1.00 0.00 X 0 0 0 REV SCOTT C KLEMSZ BOARD MEMBER 1.00 0.00 X 0 0 0 MS PAULA MEYER CLELAND BOARD MEMBER 1.00 0.00 X 0 0 0 MR CRAIG W OLSON BOARD MEMBER 1.00 0.00 X 0 0 0 REV GLENN LUCAS BOARD MEMBER 1.00 0.00 X 0 0 0 MR MICHAEL MCTHROW BOARD MEMBER 1.00 0.00 X 0 0 0 MRS XAVRIA SCHWARZ BOARD MEMBER 1.00 0.00 X 0 0 0 DR MARY SCOTT BOARD MEMBER 1.00 0.00 X 0 0 0 VERONICA STEELE BOARD MEMBER (AS OF 09/24) 1.00 0.00 X 0 0 0 2433709 0 1150740 99 0 1 0 DRIVER SPG LLC 468 N ROSEMEAD BOULEVARD PASADENA CA 911073010 CONSTRUCTION SERVICE 7292720 BON APPETIT 2400 YORKMONT ROAD CHARLOTTE NC 282174511 FOOD SERVICE 3860450 PACIFIC CAMPUS SERVICES INC 1530 CONCORDIA WEST IRVINE CA 926123203 JANITORIAL AND LANDSCAPE 2887166 K-12 TEACHERS ALLIANCE 20624 ABBEY WOODS COURT N FRANKFORT IL 604233198 RECRUITMENT SERVICES 2356514 ORBIS EDUCATION SERVICES LLC 2600 W CAMELBACK ROAD PHOENIX AZ 850173219 NURSING EDUCATION PARTNER 2198638 23 252317 278750 25021341 26380 25552408 TUITION AND FEES 611710 96064809 96064809 AUXILIARY ENTERPRISES 611710 12852779 12852779 108917588 2719874 2719874 117739 139523 -21784 -21784 -21784 60057641 60088737 -31096 -31096 -31096 OTHER REVENUE 900099 1004036 1004036 1004036 138141026 108917588 0 3671030 X 5000 5000 33896373 33896373 2740105 2740105 100819 100819 37693354 35539743 2143069 10542 2346394 1997937 348457 4613890 3891171 722719 2330302 2056690 273252 360 187081 187081 323594 323594 211581 211581 15695813 11369126 4326687 4495964 3157071 1338073 820 168396 64220 104176 1960087 446160 1513927 4751826 1877939 2873887 4355617 4219413 136204 91028 87707 3321 2379104 2379104 8240532 4961569 3278963 1612306 203936 1408370 PROGRAM ACTIVITY 1245489 1206093 39396 RESTRICTED SPENDING 703140 669138 34002 SPORT EQUIPMENT AND SUP 623590 623590 1103352 260746 842606 131874737 106634441 25228574 11722 2172783 16501330 6993381 3830054 15305416 19809943 2985092 4351088 800000 800000 236014 0 2499804 3227562 259784174 106207634 142710411 153576540 68876529 55658711 11597996 12557064 254177426 270312292 3576245 5794904 11228310 12291668 24531728 23460057 42380404 45000000 7280836 7880853 88997523 94427482 X 80335909 73895598 84843994 101989212 165179903 175884810 254177426 270312292 X 6266289 4298696 139922 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125841 X X 0 44118727 1871435 4160792 1200000 48950954 56461674 2573668 5129661 20046276 44118727 47999681 2103938 5064063 -1293992 56461674 44436329 9740207 -4474118 1702737 47999681 35171758 2326599 7819708 881736 44436329 0.00000 0.69431 0.30569 0 1 1 29608396 29608396 142422457 66538070 75884387 46297817 23062276 23235541 26548065 16607288 9940777 14907439 14907439 153576540 ENDOWMENT ASSETS HELD FOR CUF 7880853 7880853 X 108611213 4298696 568612 4867308 103743905 211581 34185540 34397121 138141026 97906306 139523 139523 97766783 211581 33896373 34107954 131874737 PART III, LINE 4: THE ART COLLECTION IS HELD BY CONCORDIA UNIVERSITY SOLELY FOR THE PRESERVATION/BENEFIT FOR FUTURE GENERATIONS. PART V, LINE 4: THE CONCORDIA UNIVERSITY'S INTENDED USE OF ENDOWMENT FUNDS IS TO PROVIDE DESIGNATED FINANCIAL SUPPORT FOR ACADEMIC SCHOLARSHIPS, PROGRAMS, AND SERVICES PROVIDED TO STUDENTS TO FURTHER THEIR RESPECTIVE EDUCATIONAL GOALS. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE UNIVERSITY IS NOT SUBJECT TO FEDERAL INCOME TAXES EXCEPT TO THE EXTENT IT DERIVES INCOME FROM CERTAIN ACTIVITIES NOT SUBSTANTIALLY RELATED TO ITS TAX-EXEMPT POSITION (UNRELATED TRADE OR BUSINESS ACTIVITIES). THE UNIVERSITY IS ALSO EXEMPT FROM STATE INCOME TAXES. THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 AND 2024. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 139,523. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL FUNDS 429,089. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS 36,850. CHANGE IN INTEREST IN NET ASSETS OF CONCORDIA UNIVERSITY IRVINE FOUNDATION 252,317. SCHOLARSHIPS 33,896,373. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 139,523. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 33,896,373. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE STATEMENT OF NONDISCRIMINATORY POLICY IS PUBLISHED IN THE UNIVERSITY'S CATALOG, HANDBOOK, & ALL PROMOTIONAL PUBLICATIONS. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES FINANCIAL ASSISTANCE FROM THE U.S. GOVERNMENT IN CONNECTION WITH VARIOUS PROGRAMS SUCH AS THE FEDERAL DIRECT STAFFORD STUDENT LOAN PROGRAM, FEDERAL WORK STUDY PROGRAM, PELL GRANT PROGRAM, AND SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAM. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 WIRE TRANSFERS FOR STUDENT EXPENSES 92234 EAST ASIA AND THE PACIFIC 0 0 COMPLIANCE EXPENSES 19511 NORTH AMERICA 0 0 WIRE TRANSFERS FOR STUDENT EXPENSES 12998 0 0 0 0 0 0 124743 0 124743 0 0 0 0 0 0 1 TUITION DISCOUNT 1851 33896373 PART I, LINE 2: CONCORDIA UNIVERSITY IRVINE OFFERS SCHOLARSHIPS AND GRANTS TO QUALIFIED STUDENTS TO HELP REDUCE THEIR OUT-OF-POCKET TUITION COSTS. STUDENTS RECEIVING FINANCIAL ASSISTANCE OF THIS FORM MUST MEET SPECIFIC CRITERIA SUCH AS ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS, WHETHER PUT IN PLACE BY THE UNIVERSITY OR BY DONORS OF RESTRICTED FUNDS. THE FINANCIAL AID OFFICE IS ACCOUNTABLE FOR MONITORING AND DISBURSING ALL FINANCIAL ASSISTANCE TO STUDENT ACCOUNTS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 DR MICHAEL A THOMAS PRESIDENT 218984 0 0 0 974 0 27687 0 95699 0 343344 0 0 0 DAMIAN WYMAN - EXECUTIVE DIRECTOR, GLOBAL PARTNERSHIPS 219922 0 0 0 601 0 10549 0 27726 0 258798 0 0 0 RONALD VAN BLARCOM ASSOCIATE VP & GENERAL COUNSEL 208580 0 0 0 2296 0 20389 0 19985 0 251250 0 0 0 TIMOTHY ODLE - VP UNIVERSITY OPERATIONS AND ATHLETICS 41056 0 0 0 664 0 17099 0 176039 0 234858 0 0 0 SCOTT ASHMON SENIOR VICE PRESIDENT & PROVOST 133701 0 0 0 739 0 20216 0 72027 0 226683 0 0 0 TIMOTHY JAEGER - EXECUTIVE VP FOR UNIVERSITY ADVANCEMENT 73699 0 0 0 1306 0 18692 0 124124 0 217821 0 0 0 STEVEN MUELLER CHIEF MISSION OFFICER 94708 0 0 0 565 0 17838 0 104266 0 217377 0 0 0 STEVEN STRAUCH EXECUTIVE VP & CFO (THRU 09/24) 188216 0 0 0 0 0 0 0 25436 0 213652 0 0 0 CHERYL SMYTHE-PADGHAM ASSISTANT DEAN/DIRECTOR OF NURSING 156982 0 0 0 1425 0 14829 0 30633 0 203869 0 0 0 PETER SENKBEIL SPECIAL ASSISTANT TO THE PRESIDENT 104047 0 0 0 1257 0 16533 0 75944 0 197781 0 0 0 MEGAN CHRISTENSEN BOUSLAUGH VP FOR STUDENT AFFS, DEAN OF STUDENT 167513 0 0 0 449 0 14589 0 13416 0 195967 0 0 0 KEN AMMANN MENS BASKETBALL HEAD COACH 137655 0 0 0 576 0 13350 0 30290 0 181871 0 0 0 BRANDON WHEATLEY CONTROLLER 142922 0 0 0 0 0 1501 0 33429 0 177852 0 0 0 CRYSTAL ROSENTHAL ASSOC. VP OF ATHLETICS 139518 0 0 0 185 0 12185 0 12021 0 163909 0 0 0 STEVE JIN VP OF ENROLLMENT SERVICES 134389 0 0 0 468 0 1377 0 24071 0 160305 0 0 0 GEORGE ALLEN - ASSOC VP OF MARKETING & STRATEGIC COMMUNICATIONS 117581 0 0 0 147 0 12074 0 30011 0 159813 0 0 0 MARGARET CHRISTMAS THOMAS DEAN, TOWNSEND INST. OF LEADERSHIP 124771 0 0 0 307 0 12762 0 21610 0 159450 0 0 0 PART I, LINE 1A THE PRESIDENT OF THE UNIVERSITY RESIDES IN CAMPUS PROVIDED HOUSING YEAR ROUND. THE VALUE ASSOCIATED WITH THE HOUSING PROVIDED TO THE PRESIDENT IS $62,500 WHICH IS THE APPROXIMATE ANNUAL RENTAL VALUE OF THE HOUSE IN WHICH THE PRESIDENT RESIDES. THE UNIVERSITY ALSO PROVIDED A HOUSING ALLOWANCE TO THE FOLLOWING INDIVIDUALS, THE VALUE OF WHICH WAS TREATED AS A NONTAXABLE BENEFIT: TIMOTHY ODLE - $145,000 TIMOTHY JAEGER - $110,000 STEVEN MUELLER - $80,002 SCOTT ASHMON - $60,000 PETER SENKBEIL - $45,006 A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 13048VWF1 2021-06-30 27999424 CURRENT REFUND OF 2011 AND 2018 BONDS 0 0 0 A 3395000 27999424 27999424 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 0 FORM 990, SCHEDULE K, PART I, COLUMN F: THE PROCEEDS OF THE SERIES 2021 BONDS WERE USED TO REFUND, ON A CURRENT BASIS, THE CALIFORNIA MUNICIPAL FINANCE AUTHORITY EDUCATIONAL FACILITIES REFUNDING REVENUE BONDS SERIES 2011A (CONCORDIA UNIVERSITY IRVINE) AND CALIFORNIA MUNICIPAL FINANCE AUTHORITY EDUCATIONAL FACILITIES REVENUE BONDS, SERIES 2017 ( CONCORDIA UNIVERSITY IRVINE), BOTH OF WHICH WERE REISSUED ON MARCH 13, 2020. MEGAN CHRISTENSEN BOUSLAUGH OFFICER EQUITY SHARING AGREEMENT FOR PURCHASE OF PRINCIPLE RESIDENCE X 200000 200000 0 1 1 STEVEN STRAUCH OFFICER EQUITY INVESTMENT IN RESIDENCE X 600000 600000 0 1 1 800000 LORI JAEGER SPOUSE OF TIM JAEGER, OFFICER 100819 SALARY 0 X 1 9630 FMV X PIANO 1 10000 FMV X HANDBELLS 41 6750 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER IN PART I, COLUMN (B), REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF REGENTS HAS GRANTED THE AUTHORITY TO THE FOLLOWING COMMITTEES: (1) INVESTMENT COMMITTEE CHARGED WITH THE OVERSIGHT OF THE UNIVERSITY'S ENDOWMENT AND, INVESTMENT ALLOCATION DECISIONS, AND ALL CUSTODIAL CONCERNS RELATED TO CONCORDIA'S FINANCIAL INSTRUMENTS. (2) FINANCE/AUDIT COMMITTEE CHARGED WITH THE OVERSIGHT OF THE FINANCIAL MANAGEMENT OF THE UNIVERSITY, INCLUDING THE REVIEW OF EXTERNAL FINANCIAL REPORTING AND THE ANNUAL AUDIT PROCESS. (3) COMPENSATION COMMITTEE CHARGED WITH THE REVIEW AND APPROVAL OF COMPENSATION STRUCTURES RELATING TO FACULTY, STAFF, AND KEY EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 7A THE SYNOD HOLDS A CONVENTION EVERY THREE YEARS, WHICH IS COMPRISED OF LUTHERAN CONGREGATIONS ACROSS THE UNITED STATES. A REPRESENTATIVE OF THE CONGREGATIONS IS APPOINTED WHO, IN TURN, VOTES FOR FOUR MEMBERS OF THE BOARD OF REGENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C IN THEIR CAPACITY AS REGENTS, THE MEMBERS OF THE BOARD OF CONCORDIA UNIVERSITY IRVINE MUST ACT AT ALL TIMES IN THE BEST INTEREST OF THE UNIVERSITY. ALL ACTUAL AND POTENTIAL CONFLICTS OF INTEREST SHALL BE DISCLOSED BY BOARD MEMBERS TO THE APPROPRIATE PERSONNEL WITHIN THE UNIVERSITY THROUGH THE ANNUAL DISCLOSURE FORM AND/OR WHENEVER A CONFLICT ARISES. THE DISINTERESTED MEMBERS OF THE BOARD SHALL MAKE A DETERMINATION AS TO WHETHER A CONFLICT EXISTS AND WHAT SUBSEQUENT ACTION IS APPROPRIATE (IF ANY). IF IT IS DETERMINED THAT A CONFLICT OF INTEREST DOES IN FACT EXIST, THE INTERESTED BOARD MEMBER(S) IS/ARE RECUSED FROM PARTICIPATING IN DEBATES AND VOTES ON THE MATTER. STAFF AND FACULTY OF THE ORGANIZATION ARE REGULARLY REQUIRED TO REAFFIRM THEIR ADHERENCE TO AND UNDERSTANDING OF THE NEED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DECISIONS ARE SUBJECT TO REVIEW AND CONCURRENCE BY SENIOR MEMBERS OF STAFF. COMPARABILITY DATA AS PROVIDED BY WILLIS, TOWERS, WATSON IS USED AS A BENCHMARK, AND THE METHODOLOGY OF THE DECISION IS DOCUMENTED BY HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND RELATED DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 803,395. MANAGEMENT AND GENERAL EXPENSES 52,317. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 855,712. ENROLLMENT COMMISSION: PROGRAM SERVICE EXPENSES 6,811,443. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,811,443. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 812,616. MANAGEMENT AND GENERAL EXPENSES 1,632,946. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,445,562. CONTRACTED SERVICES - BON APPETIT: PROGRAM SERVICE EXPENSES 2,941,672. MANAGEMENT AND GENERAL EXPENSES 7,964. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,949,636. CONTRACTED SERVICES - PACIFIC: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,633,460. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,633,460. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS 429,089. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL FUNDS -36,850. CHANGE IN INTEREST IN NET ASSETS OF CONCORDIA UNIVERSITY IRVINE FOUNDATION -252,317. CONCORDIA IRVINE HOLDINGS LLC 1530 CONCORDIA WEST IRVINE CA 92612 931528774 FACILITY MANAGEMENT CA 123937 144996 CONCORDIA UNIVERSITY IRVINE FORTUNE AND PENNSYLVANIA LLC 1530 CONCORDIA WEST IRVINE CA 92612 REAL ESTATE HOLDINGS CA 0 0 CONCORDIA UNIVERSITY IRVINE CONCORDIA UNIVERSITY IRVINE FOUNDATION 1530 CONCORDIA WEST IRVINE CA 92612 237326171 FUNDRAISING FOR CONCORDIA UNIVERSITY IRVINE CA 501(C)(3) LINE 12A, I CONCORDIA UNIVERSITY IRVINE 1 CHARITABLE REMAINDER ANNUITY TRUST (2) CHARITABLE TRUST CA T 0 CHARITABLE REMAINDER UNITRUSTS (6) CHARITABLE TRUST CA T 0 POOLED TRUSTS (16) CHARITABLE TRUST CA T 0 NET INCOME WITH MAKEUP CHARITABLE TRUST (2) CHARITABLE TRUST CA T 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 CONCORDIA UNIVERSITY IRVINE FOUNDATION C 252317 CASH CONCORDIA UNIVERSITY IRVINE FOUNDATION O 1399568 FMV