2013-02-19T18:55:03-07:00 2012-06-30 990 2011-07-01 930771304 CONCORDIA UNIVERSITY FOUNDATION CONC 5032889371 2811 NE Holman Street Portland OR 972116099 Dennis Stoecklin 5034936501 2013-02-19 2011 2016-02-25 16:41:14Z Charles Schlimpert 2811 NE Holman St Portland OR 97211 2361768 0 X www.cu-portland.edu X 1980 OR 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 35 34 29 38 0 0 322100 240797 2307058 2327204 1203330 -380567 53076 56670 3885564 2244104 241548 253020 0 0 1801811 1852520 6587 13453 1841270 523693 486264 2573639 2605257 1311925 -361153 10390554 9869172 2376214 2215985 8014340 7653187 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 253020 253020 2244104 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 253020 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 1 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 0 1 0 0 1 29 1 0 0 0 0 1 0 0 X 35 34 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 X X 0 0 0 Alvin Berg 0.5 X X 0 0 0 Rich Baek 0.5 X X 0 0 0 Rodney Boucher 0.5 X X 0 0 0 Charles Brondos 0.5 X X 0 0 0 Rick Dillon 0.5 X X 0 0 0 Linda Dixon 0.5 X X 0 0 0 Chris Dunnaville 0.5 X X 0 0 0 Barry Caldwell 0.5 X X 0 0 0 David Eash 0.5 X X 0 0 0 Gloria Edwards 0.5 X X 0 0 0 Richard Fields 0.5 X X 0 0 0 Luis Garcia 0.5 X X 0 0 0 Ray Guenther 0.5 X X 0 0 0 Diane Gunning 0.5 X X 0 0 0 Lilisa Hall 0.5 X X 0 0 0 Joyce Harris 0.5 X X 0 0 0 Robert Hilken 0.5 X X 0 0 0 Kathleen Hone 0.5 X X 0 0 0 Scott Howard 0.5 X X 0 0 0 Paul Kelly 0.5 X X 0 0 0 Gerald Koll 0.5 X X 0 0 0 Kenneth Lien 0.5 X X 0 0 0 Thomas Muhly 0.5 X X 0 0 0 Norm Sell 0.5 X X 0 0 0 Carl Talton 0.5 X X 0 0 0 Hide Tanigami 0.5 X X 0 0 0 George Thurston 0.5 X X 0 0 0 Mary Tooze 0.5 X X 0 0 0 Larry Wade 0.5 X X 0 0 0 Andrew White 0.5 X X 0 0 0 Keren Wilson 0.5 X X 0 0 0 Terry Wilson 0.5 X X 0 0 0 Michael Wray 0.5 X X 0 0 0 Dennis Stoecklin 1 X 0 0 0 Gary Withers 1 X X X 167797 0 0 Charles Schlimpert 1 X 0 0 0 Kevin Matheny 1 X X 136090 0 0 303887 0 0 2 0 1 0 0 0 0 0 0 0 240797 0 240797 Service Contract 611310 2327204 2327204 0 0 0 0 0 0 2327204 -380567 0 0 -380567 0 0 0 0 0 0 0 0 174334 0 117664 0 56670 0 56670 0 0 56670 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 2244104 2327204 0 -323897 253020 253020 0 0 0 0 0 0 352736 0 352736 0 0 0 0 0 1085132 0 0 1085132 118036 0 0 118036 199254 0 0 199254 97362 0 12837 84525 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13453 13453 0 0 0 0 0 0 0 0 281733 0 113744 167989 6924 0 69 6855 5803 0 0 5803 0 0 0 0 0 0 0 0 87224 0 15115 72109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Contracted Services 67178 0 8061 59117 Consulting Fees 8307 0 0 8307 Memberships 8405 0 8405 0 20690 0 0 20690 2605257 253020 510967 1841270 39432 157616 0 0 503349 501114 140030 0 0 0 0 0 0 0 0 0 0 0 0 0 7766138 7475157 0 0 0 0 1941605 1735285 10390554 9869172 0 0 0 0 0 0 0 0 0 0 0 0 417220 417220 0 0 1958994 1798765 2376214 2215985 X 144904 144904 1482432 870735 6387004 6637548 8014340 7653187 10390554 9869172 -361153 X 0 1 1 X 0 X 136874 152266 64962 322100 240797 916999 0 0 0 0 0 0 0 0 0 0 0 0 136874 152266 64962 322100 240797 916999 0 916999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 916999 0 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6387004 239797 10747 0 0 0 6637548 6056694 319600 10710 0 0 0 6387004 5991513 54332 10849 0 0 0 6056694 5839247 152266 0 0 0 0 5991513 0 1 0 0 0 Marketable Securities 6058215 F Real Estate 1416942 F 7475157 Assets held in charitable remainder trusts 1735285 1735285 0 Obligations under charitable gift annuity agreement 17902 Liabilities associated with charitable remainder trusts 1735285 Due to Concordia University 45578 1798765 2244104 2605257 -361153 0 0 0 0 0 0 -361153 2244104 0 0 0 0 0 2244104 0 0 0 2244104 2605257 0 0 0 0 0 2605257 0 0 0 2605257 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. SchD_P10_S00_L02 Schedule D, Part X, Line 2 The Foundation recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50 percent liklihood of being realized upon ultimate settlement. The Foundation recognizes interest accrued and penalties related to unrecognized tax benefits as administrative expense. 1 Concordia University 2811 NE Holman St Portland OR 97211 930391563 501(c)(3) 253020 0 Support for students attending Concordia University 1 1 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Concordia University is the sole recipient of grants from Concordia University Foundation. X 1 1 X X 0 0 0 0 0 0 0 0 0 Gary Withers 167797 0 0 0 0 0 16360 0 4741 0 188898 0 0 0 Kevin Matheny 136090 0 0 0 0 0 13525 0 14223 0 163838 0 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. The time extension was required to provide adequate time for review by the governing board prior to filing.