2020-11-02T19:46:56-07:00 2020-06-30 990 2019-07-01 930771304 CONCORDIA UNIVERSITY FOUNDATION CONC 5032889371 9450 SW Gemini Drive PMB 37318 Beaverton OR 970087105 Richard Doughty Interim CFO 5034936501 2020-09-18 75.164.67.111 2019 2021-01-29 14:40:06Z X Richard Doughty 9450 SW Gemini PMB 37318 Beaverton OR 970087105 3348874 0 X www.cu-portland.edu X 1980 OR Concordia University Foundation supports Concordia University and its mission. Concordia University announced its closure on Feburary 10, 2010. As a result, Concordia University Foundation has discontinueed its operations and is in process of closing. 21 21 16 20 0 0 86873 628059 1792658 1386596 611444 1232819 70301 101400 2561276 3348874 429955 2647061 0 0 1430988 1063178 0 0 0 402303 978252 2263246 4688491 298030 -1339617 17645424 11253626 5225873 173692 12419551 11079934 X The mission of Concordia Foundation was to promote Concordia University Portland through solicitation of funds to encourage various activities of the University and to receive and administer gifts and bequests given to it by donors for purposes of supporting the educational and religious objectives of the University. Concordia University announced its closure February 10, 2020. As a result, Concordia University Foundation has discontinued operations and is in process of closing. 0 1 4688491 2647061 3247521 The Foundation provided 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 4688491 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 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 1 0 0 0 1 0 0 16 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 OR WA X Richard Doughty 5032889371 9450 SW Gemini Drive PMB 37318 Beaverton OR 970087105 Kevin Matheny Interim President 40.00 0.00 X X X 187544 0 27722 Richard Doughty Treasurer 1.25 40.00 X X X 0 129876 28170 Lilisa Hall Director 1.25 0.00 X 0 0 0 Charles Brondos Director 1.25 0.00 X 0 0 0 Keren Wilson Director 1.25 0.00 X 0 0 0 Natalie Mendoza Director 1.25 0.00 X 0 0 0 Gina Condon Director 1.25 0.00 X 0 0 0 David Eash Director 1.25 0.00 X 0 0 0 Gloria Edwards Vice Chair 1.25 0.00 X X 0 0 0 Kathleen Hone Director 1.25 0.00 X 0 0 0 Scott Howard Director 1.25 0.00 X 0 0 0 Steve White Director 1.25 0.00 X 0 0 0 Gerald Koll Director 1.25 0.00 X 0 0 0 Thomas Muhly Director 1.25 0.00 X 0 0 0 Jeff Oltmann Director 1.25 0.00 X 0 0 0 Carl Talton Director 1.25 0.00 X 0 0 0 George Thurston Chairman 1.25 0.00 X X 0 0 0 Terry Wilson Director 1.25 0.00 X 0 0 0 Chris Dunnaville Director 1.25 0.00 X 0 0 0 Kim Scott Director 1.25 0.00 X 0 0 0 Linda Dixon Director 1.25 0.00 X 0 0 0 Joyce Harris Director 1.25 0.00 X 0 0 0 John Andrea Secretary and Treasurer 1.25 0.00 X X 0 0 0 187544 129876 55892 1 1 1 0 0 0 0 0 0 0 628059 0 628059 Service Contract 611310 1386596 1386596 0 0 0 0 0 0 1386596 1232819 1232819 0 0 0 0 0 0 0 0 0 0 101400 0 0 0 101400 0 101400 101400 0 0 0 0 0 0 3348874 2720815 0 0 2647061 2647061 0 0 0 133220 133220 0 711733 711733 75053 75053 73276 73276 69896 69896 17313 17313 70522 70522 4524 4524 0 0 65782 65782 0 174679 174679 6869 6869 0 0 0 29756 29756 8344 8344 Bad debt expense 500150 500150 0 0 Memberships 79631 79631 0 0 Other 20682 20682 0 0 4688491 4688491 0 0 0 0 2345292 9041864 500150 0 0 417308 0 0 0 0 0 0 0 0 0 12500 14133365 1592946 0 0 666617 189008 17645424 11253626 0 0 0 0 0 0 0 0 0 0 0 0 417220 0 130626 0 4678027 173692 5225873 173692 X 12290247 10847955 129304 231979 12419551 11079934 17645424 11253626 -1339617 0 0 0 0 0 X 0 0 0 X 469668 236151 218635 86873 628059 1639386 0 0 0 0 0 0 0 0 0 0 0 0 469668 236151 218635 86873 628059 1639386 1639386 161619 184571 201086 120171 1232819 1900266 0 0 0 0 0 0 20106 29782 0 0 0 49888 3589540 0 0.45671 0.62441 X Schedule A, Part II, Line 10 Miscellaneous Support RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10769146 628059 1232819 2741263 0 0 9888761 10430480 86876 681745 429955 0 0 10769146 9703684 98463 1024155 395822 0 0 10430480 8631848 263973 1156632 348769 0 0 9703684 8819454 81980 52591 322177 0 0 8631848 0.02 0.25 0.73 1 0 0 Liabilities Associated with Charitable Trusts 162282 Annuities Payable 11410 173692 Schedule D, Part V, Line 4 Endowment funds are managed by Concordia University Foundation for the sole purpose of providing financial support to Concordia University. 1 Concordia University 9450 SW Gemini Drive PMB 37318 Beaverton OR 970087105 930771304 501(c)3 429955 0 Provide grant/scholarshiip support to Concordia University. 1 0 Schedule I, Part I, Line 2 Concordia University Foundation has the sole purpose of providing grant/scholarship and similar support to Concordia University. X 0 0 0 0 0 0 0 0 0 Kevin Matheny Interim President 187544 0 0 0 0 0 0 0 27722 0 215266 0 0 0 Richard Doughty Treasurer 0 129876 0 0 0 0 0 0 0 25168 0 155044 0 0 Form 990, Part III, Line 3 The mission of Concordia University Foundation was to promote Concordia University Portland through solicitation of funds to encourage various activities of th University and to receive and administer gifts and bequests given to it by donors for purposes of supporting the educational and religious objectives of the University. Concordia University announced its closure February 10, 2020. As a result, Concordia University Foundation had discontinued operations and is in process of closing. Form 990, Part VI, Section B, Line 11b The form 990 is provided to the Finance Committee which also serves as the Audit Committee of the Board and copies are emailed to Board members. Form 990, Part VI, Section B, Line 12c It is reqeuired on an annual basis for each person to disclose in writing any potential conflict of interest. If any are disclosed annually or in the interim, the Board reviews the conflict and discusses the matter directly with the member. Form 990, Part VI, Section C, Line 19 The organization makes their document available to the public upon request. There were no requests made for access to the organizations documents. Concordia University 9450 SW Gemini Drive PMB 37318 Beaverton OR 970087105 930391563 University OR 501(a) 501(c)3 N/A 0 Dorothy McCullen-Hill CRT Concordia University Foundation 2811 NE Holman St Portland OR 97211 930771304 Charitable Remainder Trust OR N/A T 1 0 Carolee & Tyler Gill Charitable Remainder Unitrust Concordia University Foundation 2811 NE Holman St Portland OR 97211 930771304 Charitable Remainder Unitrust OR N/A T 1 0 Ellis and Elaine Fluetsch Charitable Remainder Unitrust Concordia University Foundation 2811 NE Holman St Portland OR 97211 930771304 Charitable Remainder Unitrust OR N/A T 1 0 Mae Martin Charitable Remainder Annuity Trust Concordia University Foundation 2811 NE Holman St Portland OR 97211 930771304 Charitable Reminder Annuity Trust OR N/A T 1 0 Hans & Christa Spalteholz Charitable Remainder Annuity Trust 2811 NE Holman St Portland OR 97211 930771304 Charitable Remainder Annuity Trust OR N/A T 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0