2018-05-07T14:28:50-07:00 2017-06-30 990 2016-07-01 930771304 CONCORDIA UNIVERSITY FOUNDATION CONC 5032889371 2811 NE Holman Street Portland OR 972116099 Dennis Stoecklin Secretary / Treasurer 5034936501 2018-05-07 2016 2022-09-23 18:48:47Z Dennis Stoecklin 2811 NE Holman St Portland OR 97211 6032743 0 X www.cu-portland.edu X 1980 OR Concordia University Foundation supports the University and its mission through building awareness, relationships and funds. 25 0 18 31 0 0 469668 236151 1867371 2397907 4667 1151008 91408 101083 2433114 3886149 322177 348769 0 0 1358460 1714237 0 0 0 533944 708703 2214581 2771709 218533 1114440 12305860 12982345 2169619 1731664 10136241 11250681 The Foundation provides direct fundraising, marketing and public relations support to Concordia University. Contributions raised on behalf of the University are reflected in the financial statements of the Univeristy and are NOT accounted for as part of the Foundation's financial statements 0 0 2771709 348769 3886149 The Foundation provides direct fundraising, marketing, and public relations to Concordia University. Contributions raised on behalf of the University are reflected in the financial statements of the University and are NOT accounted for as part of the Foundations Financial Statements. 0 0 0 2771709 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 18 1 0 0 0 0 0 0 X 25 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 OR WA X Dennis Stoecklin 5034936501 2811 NE Holman Street Portland OR 972116099 Greig Anderson Director 1.25 0 X 0 0 0 Rodney Boucher Director 1.25 0 X 0 0 0 Charles Brondos Director 1.25 0 X 0 0 0 Rick Dillon Director 1.25 0 X 0 0 0 Linda Dixon Director 1.25 0 X 0 0 0 Chris Dunnaville Director 1.25 0 X 0 0 0 David Eash Director 1.25 0 X 0 0 0 Gloria Edwards Director 1.25 0 X 0 0 0 Lilisa Hall Director 1.25 0 X 0 0 0 Joyce Harris Director 1.25 0 X 0 0 0 Kathleen Hone Director 1.25 0 X 0 0 0 Scott Howard Chairman 1.25 0 X 0 0 0 Thomas Muhly Director 1.25 0 X 0 0 0 Carl Talton Director 1.25 0 X 0 0 0 Hide Tanigami Director 1.25 0 X 0 0 0 George Thurston Director 1.25 0 X 0 0 0 Larry Wade Director 1.25 0 X 0 0 0 Keren Wilson Director 1.25 0 X 0 0 0 Terry Wilson Director 1.25 0 X 0 0 0 Kim Scott Director 1.25 0 X 0 0 0 Natalie Mendoza Director 1.25 0 X 0 0 0 Gerald Koll Director 1.25 0 X 0 0 0 Gina Condon Director 1.25 0 X 0 0 0 Jeff Oltmann Director 1.25 0 X 0 0 0 Andrew White Director 1.25 0 X 0 0 0 Dennis Stoecklin Treasurer 1.25 0 X 0 0 0 Charles Schlimpert President 1.25 0 X 0 0 0 Gary Withers Executive Vice President 40 0 X 220235 0 0 Kevin Matheny Chief Dev. Officer 40 0 X 179520 0 0 399755 0 0 2 0 1 0 0 0 0 0 0 0 236151 0 236151 Service Contract 611310 2397907 2397907 0 0 0 0 0 0 2397907 113270 0 0 113270 0 0 0 0 0 0 0 0 93600 0 22299 0 71301 0 71301 0 0 71301 3162033 0 2124295 0 1037738 0 1037738 1037738 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 29782 29782 0 0 29782 3886149 3465427 0 184571 348769 348769 0 0 0 0 0 0 399755 399755 0 0 0 0 0 0 918903 918903 0 0 135505 135505 0 0 170734 170734 0 0 89340 89340 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 169534 169534 0 0 194908 194908 0 0 9408 9408 0 0 0 0 0 0 0 0 0 0 0 0 0 0 79865 79865 0 0 0 0 0 0 153791 153791 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Bank fees 5356 5356 0 0 Professional development & memberships 26565 26565 0 0 Printing, supplies & postage 26388 26388 0 0 42888 42888 0 0 2771709 2771709 0 0 742307 28631 0 0 500150 501350 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9526169 11097050 0 0 0 0 1537234 1355314 12305860 12982345 0 0 0 0 0 0 0 0 0 0 0 0 417220 417220 0 0 1752399 1314444 2169619 1731664 X 144904 144904 2805244 3670037 7186093 7435740 10136241 11250681 12305860 12982345 1114440 0 0 0 0 0 X 0 1 X 1 0 X 72139 240362 704665 469668 236151 1722985 0 0 0 0 0 0 0 0 0 0 0 0 72139 240362 704665 469668 236151 1722985 101532 1621453 210592 165082 293179 161619 184571 1015043 0 0 0 0 0 0 693012 1029614 21656 20106 29782 1794170 4532198 0 0.35776 0.30534 X Schedule A, Part II, Line 10 Miscellaneous support RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8631848 263973 1156632 348769 0 0 9703684 8819454 81980 52591 322177 0 0 8631848 8990930 124457 10690 306623 0 0 8819454 7899588 240362 1138030 287050 0 0 8990930 7239890 71039 858892 270233 0 0 7899588 0 0.81 0.19 0 0 9791601 F 1305449 F 11097050 Assets held in charitable remainder trusts 1298066 Due from Concordia University 57248 1355314 0 Annuities Payable 16378 Liabilities associated with charitable remainder trusts 1298066 1314444 3886149 0 0 0 0 0 3886149 0 0 0 3886149 2771709 0 0 0 0 0 2771709 0 0 0 2771709 Schedule D, Part V, Line 4 Endowment funds are managed by Concordia University Foundation for the sole purpose of providing financial support for Concordia University. 1 Concordia University 2811 NE Holman Portland OR 97211 930391563 501(c)3 348769 0 Support of Concordia University for Issuance of grants to students 1 0 Schedule I, Part I, Line 2 Concordia University Foundation has the sole purpose of providing grant scholarship support to Concordia University. X 1 1 X 0 0 0 0 0 0 0 0 0 Gary Withers Executive Vice President 220235 0 0 0 0 0 0 0 33315 0 253550 0 0 0 Kevin Matheny Chief Dev. Officer 179520 0 0 0 0 0 0 0 37643 0 217163 0 0 0 Schedule J, Part I, Line 1a Club memberships and dues are used primarily for Concordia University Foundation business. Form 990, Part VI, Section B, Line 11b The Form 990 was provided to the Finance Committee which also serves as the Audit Committee. Form 990, Part VI, Section B, Line 12c It is required on an annual basis for each person to disclose in writing any potential conflicts of interest. If any are disclosed annually or in an interim period, the Board discusses it directly with the member. Form 990, Part VI, Section C, Line 19 The documents are available to the general public upon written request. Additional time was necessary due to staffing requirements needed to file a complete and accurate report.