2012-03-28T16:17:46-07:00 2011-06-30 990 2010-07-01 930771304 CONCORDIA UNIVERSITY FOUNDATION CONC 5032889371 2811 NE Holman Street Portland OR 972116099 Dennis Stoecklin 5034936501 2012-03-28 2010 2016-02-24 21:20:13Z Concordia University 2811 NE Holman St Portland OR 97211 3981898 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 34 0 25 0 0 0 64962 322100 2210379 2307058 469568 1203330 59576 53076 2804485 3885564 256126 241548 0 0 1568079 1801811 0 6587 1755333 667332 523693 2491537 2573639 312948 1311925 8945856 10390554 2243441 2376214 6702415 8014340 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 241548 241548 3885564 The Foundation provides direct fundraising, marketing, and public relations to Concordia University. Contributions raised on behalf of the University are relfected in the financial statemetns of the University and are NOT accounted for as part of the Foundations Financial Statements. 0 0 0 241548 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 0 1 0 0 1 25 1 0 0 0 0 1 0 0 0 0 0 0 1 0 X 34 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 Kathleen Hone 0 X X 0 0 0 Scott Howard 0 X X 0 0 0 Paul Kelly 0 X X 0 0 0 Gerald Koll 0 X X 0 0 0 Kenneth Lien 0 X X 0 0 0 Thomas Muhly 0 X X 0 0 0 Norm Sell 0 X X 0 0 0 Carl Talton 0 X X 0 0 0 Hide Tanigami 0 X X 0 0 0 George Thurston 0 X X 0 0 0 Mary Tooze 0 X X 0 0 0 Larry Wade 0 X X 0 0 0 Andrew White 0 X X 0 0 0 Keren Wilson 0 X X 0 0 0 Terry Wilson 0 X X 0 0 0 Michael Wray 0 X X 0 0 0 Greig Anderson 0 X 0 0 0 Alvin Berg 0 X 0 0 0 Rich Baek 0 X 0 0 0 Rodney Boucher 0 X 0 0 0 Charles Brondos 0 X 0 0 0 Rick Dillon 0 X 0 0 0 Chris Dunnaville 0 X 0 0 0 Barry Caldwell 0 X 0 0 0 David Eash 0 X 0 0 0 Gloria Edwards 0 X 0 0 0 Luis Garcia 0 X 0 0 0 Ray Guenther 0 X 0 0 0 Diane Gunning 0 X 0 0 0 Lilisa Hall 0 X 0 0 0 Joyce Harris 0 X 0 0 0 Robert Hilken 0 X 0 0 0 Dennis Stoecklin 0 X 0 0 0 Gary Withers 0 X X 164507 0 0 Kevin Matheny 0 X X 66455 0 0 Charles Schlimpert 0 X 0 0 0 230962 0 0 1 0 1 0 0 0 0 0 0 322100 0 322100 Service Contract 611310 2307058 2307058 0 0 0 0 0 0 2307058 1203330 1203330 0 0 0 0 0 0 0 0 0 0 149410 0 96334 0 53076 0 53076 53076 0 0 0 0 0 0 3885564 3563464 0 0 241548 241548 0 0 0 0 0 0 0 0 0 0 1366626 0 275184 1091442 0 0 0 0 128245 0 48343 79902 209242 0 78875 130367 97698 0 20360 77338 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6587 6587 0 0 0 0 0 0 0 0 319028 0 131378 187650 7401 0 51 7350 6713 0 0 6713 0 0 0 0 0 0 0 0 67075 0 12160 54915 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 89077 0 10407 78670 Consulting Fees 16454 0 0 16454 Miscellaneous 17945 0 0 17945 2573639 241548 576758 1755333 321036 39432 0 0 502000 503349 147428 140030 0 0 0 0 0 0 0 0 0 0 0 0 0 6154569 7766138 0 0 1820823 1941605 8945856 10390554 0 0 0 0 0 0 0 0 0 0 0 0 417220 417220 0 0 1826221 1958994 2243441 2376214 X 144904 144904 500817 1482432 6056694 6387004 6702415 8014340 8945856 10390554 1311925 X 1 1 1 X 0 X 151043 136874 152266 64962 322100 827245 0 0 0 0 0 0 0 0 0 0 0 0 151043 136874 152266 64962 322100 827245 0 827245 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 827245 0 1 1 X Concordia University Foundation receives its support from the general public, and is operated exclusively to make expenditures for the benefit of Concordia University. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 0 0 Marketable Securities 6587853 F Real Estate 1178285 F 7766138 Assets held in charitable remainder trusts 1941605 1941605 0 Obligations under charitable gift annuity agreement 17389 Liabilities associated with charitable remainder trusts 1941605 1958994 3885564 2573639 1311925 0 0 0 0 0 0 1311925 3885564 0 0 0 0 0 3885564 0 0 0 3885564 2573639 0 0 0 0 0 2573639 0 0 0 2573639 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. 1 Concordia University 2811 NE Holman St Portland OR 97211 930391563 241548 0 Support for students attending Concordia University 1 0 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 164507 0 0 0 0 0 0 0 0 0 164507 0 0 0 Kevin Matheny 66455 0 0 0 0 0 0 0 0 0 66455 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_L11a Form 990, Part VI, Section B, Line 11a The Form 990 was provided to 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.