2014-04-03T11:11:12-07:00 2013-06-30 990 2012-07-01 930771304 CONCORDIA UNIVERSITY FOUNDATION CONC 5032889371 2811 NE Holman Street Portland OR 972116099 Dennis Stoecklin 5034936501 2014-04-03 2012 2015-11-30 17:44:51Z Dennis Stoecklin 2811 NE Holman St Portland OR 97211 3183439 0 X www.cu-portland.edu X 1980 OR Concordia University Foundation supports the University and its mission through building awareness, relationships and funds. 31 0 25 32 0 0 240797 72139 2327204 2067733 -380567 832303 56670 71301 2244104 3043476 253020 270233 0 0 1852520 1498654 13453 11277 1602948 486264 562769 2605257 2342933 -361153 700543 9869172 10787621 2215985 2433891 7653187 8353730 The Foundation provides direct fundraising, marketing and public relations support to Concordia University. Contributions raised on behalf of the University are refleted in the financial statements of the Univeristy and are NOT accounted for as part of the Foundations Financial Statements 0 0 270233 270233 21239872 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 270233 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 25 1 0 0 0 0 1 0 0 0 1 1 1 1 0 X 31 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 OR X Dennis Stoecklin 5034936501 Concordia University Portland OR 97211 Greig Anderson 0.5 0.5 X 0 0 0 Alvin Berg 0.5 0.5 X 0 0 0 Rich Baek 0.5 0.5 X 0 0 0 Rodney Boucher 0.5 0.5 X 0 0 0 Charles Brondos 0.5 0.5 X 0 0 0 Rick Dillon 0.5 0.5 X 0 0 0 Linda Dixon 0.5 0.5 X 0 0 0 Chris Dunnaville 0.5 0.5 X 0 0 0 David Eash 0.5 0.5 X 0 0 0 Gloria Edwards 0.5 0.5 X 0 0 0 Richard Fields 0.5 0.5 X 0 0 0 Luis Garcia 0.5 0.5 X 0 0 0 Ray Guenther 0.5 0.5 X 0 0 0 Diane Gunning 0.5 0.5 X 0 0 0 Lilisa Hall 0.5 0.5 X 0 0 0 Joyce Harris 0.5 0.5 X 0 0 0 Kathleen Hone 0.5 0.5 X 0 0 0 Scott Howard 0.5 0.5 X 0 0 0 Paul Kelly 0.5 0.5 X 0 0 0 Gerald Koll 0.5 0.5 X 0 0 0 Kenneth Lien 0.5 0.5 X 0 0 0 Thomas Muhly 0.5 0.5 X 0 0 0 Norm Sell 0.5 0.5 X 0 0 0 Carl Talton 0.5 0.5 X 0 0 0 Hide Tanigami 0.5 0.5 X 0 0 0 George Thurston 0.5 0.5 X 0 0 0 Larry Wade 0.5 0.5 X 0 0 0 Andrew White 0.5 0.5 X 0 0 0 Keren Wilson 0.5 0.5 X 0 0 0 Terry Wilson 0.5 0.5 X 0 0 0 Michael Wray 0.5 0.5 X 0 0 0 Dennis Stoecklin 1 1 X 0 0 0 Charles Schlimpert 1 1 X 0 0 0 Gary Withers 40 40 X X 170943 0 0 Kevin Matheny 40 40 X X 141909 0 0 312852 0 0 2 0 1 0 0 0 0 0 0 72139 0 72139 Service Contract 611310 2067733 2067733 0 0 0 0 0 0 2067733 832303 0 0 832303 0 0 0 0 0 0 0 0 211264 0 139963 0 71301 0 71301 71301 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 3043476 2139034 0 832303 270233 270233 0 0 0 0 0 0 312852 0 312852 0 0 0 0 0 820449 0 0 820449 108819 0 23563 85256 177548 0 31103 146445 78986 0 23933 55053 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11277 11277 0 0 0 0 11156 0 0 11156 204156 0 2325 201831 12394 0 124 12270 0 0 0 0 0 0 0 0 0 0 0 0 80137 0 13623 66514 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Lecturers 69895 0 0 69895 Feasiblity Study 58972 0 58972 0 Hospitality 67728 0 0 67728 Memberships 15422 0 3257 12165 42909 0 0 42909 2342933 270233 469752 1602948 157616 76285 0 0 501114 500825 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7475157 8482347 0 0 0 0 1735285 1728164 9869172 10787621 0 0 0 0 0 0 0 0 0 0 0 0 417220 417220 0 0 1798765 2016671 2215985 2433891 X 144904 144904 870735 1488756 6637548 6720070 7653187 8353730 9869172 10787621 700543 0 0 0 0 0 X 0 1 X 1 0 X 152266 64962 322100 240797 72139 852264 0 0 0 0 0 0 0 0 0 0 0 0 152266 64962 322100 240797 72139 852264 458356 393908 0 0 0 210592 210592 0 0 0 0 0 0 0 0 0 0 693012 693012 1755868 0 0.22434 1 X Net realized gain on investments. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7239890 71039 858892 270233 0 0 7899588 7595587 239797 -342474 253020 0 0 7239890 6332796 319600 1184739 241548 0 0 7595587 6053503 54332 480989 256028 0 0 6332796 6797711 152266 -896474 0 0 0 6053503 0 0.85 0.15 0 0 0 0 Marketable Securities 7087704 F Real Estate 1394643 F 8482347 Assets held in charitable remainder trusts 1728164 1728164 0 Obligations under charitable gift annuity agreement 26106 Liabilities associated with charitable remainder trusts 1728164 Due to Concordia University 262401 2016671 3043476 0 0 0 0 0 3043476 0 0 0 3043476 2342933 0 0 0 0 0 2342933 0 0 0 2342933 SchD_P05_S00_L04 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. X 1 1 X 0 0 0 0 0 0 0 0 0 Gary Withers 170943 0 0 0 0 0 0 0 29926 0 200869 0 0 Kevin Matheny 141909 0 0 0 0 0 0 0 29747 0 171656 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Club memberships and dues are used for Concordia University Foundation business. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The Form 990 was provided to the Finance Committee which also serves as the audit committee. F990_P06_S0B_L12c 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. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The documents are available to the general public upon written request. Changes in accounting personnel required additional time for orientation and training to ensure the return is filed on a consistent basis with previous periods. The governing board also has review responsibilities which must be completed before filing.