2016-02-12T18:38:59-07:00 2015-06-30 990 2014-07-01 930391563 CONCORDIA UNIVERSITY CONC 5032889371 2811 NE Holman St Portland OR 97211 Dennis Stoecklin CFO 5032889371 2016-02-12 2014 2016-08-17 19:52:53Z Charles Schlimpert 2811 NE Holman St Portland OR 97211 173139425 0 X www.cu-portland.edu X 1905 OR The primary purpose is to provide undergraduate and graduate degrees in pertinent areas of study that are relevant and in keeping with the mission of the institution. 15 15 1740 20 0 0 3201362 9089707 116336585 143316525 235605 43001 7220410 20690192 126993962 173139425 26201493 24756387 0 0 33859359 42396630 0 0 2328395 59831147 95683871 119891999 162836888 7101963 10302537 118042999 125878122 76639170 74171756 41403829 51706366 The primary purpose is to provide undergraduate and graduate degrees in pertinent areas of study that are relevant and in keeping with the mission of the institution, which is Concordia is a Christian university preparing leaders for the transformation of society. 0 0 52976208 24756387 143316525 Concordia University is a Christian University preparing leaders for the transformation of society. 0 0 0 52976208 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10796 0 1 1740 1 0 0 0 0 0 0 X 15 15 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 St Portland OR 97211 Dennis Bohren Board Member 1.25 0 X 0 0 0 Julie Bronkala Board Member 1.25 0 X 0 0 0 Keith Brosz Board Member 1.25 0 X 0 0 0 Paul Linnemann Board Member 1.25 0 X 0 0 0 Jack Menashe Board Member 1.25 0 X 0 0 0 Kathy Schulz Board Member 1.25 0 X 0 0 0 Scott Wolfram Board Member 1.25 0 X 0 0 0 Scott Diekmann Board Member 1.25 0 X 0 0 0 George Thurston Board Member 1.25 0 X 0 0 0 Gerald Koll Board Member 1.25 0 X 0 0 0 Charles Brondos Board Member 1.25 0 X 0 0 0 Norm Sell Board Member 1.25 0 X 0 0 0 Gloria Edwards Vice Chairman 1.25 0 X 0 0 0 Robert Fowls Chairman 1.25 0 X 0 0 0 Terry Wilson Secretary 1.25 0 X 0 0 0 Charles Schlimpert President 40 0 X 263750 0 0 Dennis Stoecklin Chief Financial Officer 40 0 X 161437 0 0 Mark Wahlers Provost 40 0 X 165229 0 0 Johnnie Driessner Executive Vice President 40 0 X 176259 0 0 Joseph Mannion Chief Collaboration Officer 40 0 X 172429 0 0 Cathy Silak Dean of Law 40 0 X 182083 0 0 Greg Sergienko Assistant Dean of Law 40 0 X 171219 0 0 1292406 0 0 15 0 1 0 Sodexo 2811 NE Holman St Portland OR 97211 Dining Services 2641095 HotChalk 1999 S Bascom Ave Suite 1020 Campbell CA 95008 Recruitment Services 62690953 Kaiser Foundation Health Plan PO Box 34178 Seattle WA 981241178 Health and Dental Plan Provider 3302151 Concordia Plan Services PO Box 14955 St Louis MO 631504955 Retirement and Disability Contribution Plan 2049907 Union Corner Construction 6500 A NE St John Rd Vancouver WA 98661 Construction 1362662 45 0 0 0 0 0 9089707 0 9089707 Tuition and related fees 110000 143316525 143316525 0 0 0 0 0 0 143316525 43001 0 0 43001 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Reimbursement of service level agreement costs 611310 14332425 0 0 14332425 6357767 6357767 0 0 20690192 173139425 149674292 0 14375426 X 0 0 24756387 24756387 0 0 0 0 1292406 525731 766675 0 0 0 0 0 32524014 20936858 10385007 1202149 2422726 1091439 1199626 131661 3952867 1780768 1957284 214815 2204617 1402604 718152 83861 0 0 0 0 617555 0 617555 0 73000 0 73000 0 0 0 0 0 0 0 0 0 0 0 75941592 22077 75747336 172179 163720 28298 132841 2581 59556 17287 32409 9860 60330 0 60309 21 0 0 0 0 1690176 3800 1686376 0 871072 100518 690833 79721 0 0 0 0 79626 29129 50397 100 2103868 0 2103868 0 0 0 0 0 2140392 428078 1712314 0 319026 0 319026 0 Software Licenses, Hosting, and Purchases 635340 12728 549469 73143 Materials, Supplies & Minor Equipment 612619 36223 564533 11863 10315999 1804283 8165275 346441 162836888 52976208 107532285 2328395 13186678 12704737 4493734 1017141 4057671 8251820 11280428 13449693 0 0 0 0 648814 638949 0 0 12556161 15883678 85537095 24496498 59301936 61040597 1801528 1782906 0 0 0 0 0 0 10716049 11108601 118042999 125878122 2574280 3772825 0 0 29949527 27909408 27110000 26495000 0 0 0 0 12443664 11928049 0 0 4561699 4066474 76639170 74171756 X 26818889 29892323 6942767 14041865 7642173 7772178 41403829 51706366 118042999 125878122 10302537 0 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 579387 14447 169 8116 0 0 585887 580964 6140 156 7873 0 0 579387 582048 6789 8357 16230 0 0 580964 577813 12114 20908 28787 0 0 582048 561555 4136 56310 44188 0 0 577813 0.27 0.7 0.03 0 0 0 1538503 1538503 0 67768440 15656079 52112361 0 4850309 1362096 3488213 0 11379843 7478323 3901520 0 0 0 0 61040597 Cash surrender value of life insurance 51184 Interest in net assets of Concordia University Foundation 9917708 Funds held by third-party trustee 256851 Bond issuance costs, net 882858 11108601 0 Deposits Payable 1438857 Funds held in custody for others 592858 Interest Payable 416098 Refundable Advances-Federal Perkins Loan Program 313822 Interest rate swap liabiity 1304839 4066474 173139425 0 0 0 0 0 173139425 0 0 0 173139425 162836888 0 0 0 0 0 162836888 0 0 0 162836888 Schedule D, Part V, Line 4 Endowment funds are for the sole purpose of student scholarships 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 University policy is to annually publicize its racially nondiscriminatory policy in the local newspaper along with other member institutions of the Oregon Independent College Association. The University's racially nondiscriminatory policy is also prominently displayed in its promotional material and recruitment brochures. Schedule E, Part I, Line 6 The University receives funds from the Federal Work Study Program and from the Federal Supplemental Educational Opportunity Grant. 1 Institutional Grants 8190 24756387 0 Schedule I, Part I, Line 2 Funds are directly applied to eligible students accounts who are registered for sufficient tuition credits according to Federal Guidelines. Credit balances on students accounts are refunded automatically to either the student or to the original source of the funds. X X 1 1 X 0 0 0 0 0 0 0 0 0 Charles Schlimpert President 263750 0 0 0 0 0 0 0 50773 0 314523 0 268934 0 Dennis Stoecklin Chief Financial Officer 161437 0 0 0 0 0 0 0 31393 0 192830 0 167255 0 Mark Wahlers Provost 165229 0 0 0 0 0 0 0 37509 0 202738 0 176019 0 Johnnie Driessner Executive Vice President 176259 0 0 0 0 0 0 0 31393 0 207652 0 182839 0 Cathy Silak Dean of Law 182083 0 0 0 0 0 0 0 32363 0 214446 0 201553 0 Greg Sergienko Assistant Dean of Law 171219 0 0 0 0 0 0 0 36866 0 208085 0 195064 0 Joseph Mannion Chief Collaboration Officer 172429 0 0 0 0 0 0 0 31393 0 203822 0 0 0 Schedule J, Part I, Line 1a A ministerial housing allowance is provided to the President of the University. Club memberships and dues are used primarily for Concordia University business. A Oregon Facilities Authority 000000000 68608JMW8 2010-09-30 21115000 New Construction 0 0 0 A 310000 0 21115000 1594043 0 0 584703 0 0 18936254 0 0 2010 0 0 1 1 A 0 0 0 0 0 0 0 1 0 1 A 0 0 0 1 0 0 0 0 1 Schedule K, Part IV, Line 2c-09/30/2010 21,115,000 Oregon Facilities Authority There was no arbitrage associated with the University's bond issues. Form 990, Part VI, Section B, Line 11b The Form 990 was provided to the Trustees of the Finance Committee that 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. Form 990, Part IX, Line 11g Contracted Services