CONCORDIA EDUCATION FOUNDATION INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: CONCORDIA EDUCATION FOUNDATION INC (EIN 35-6033883)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2020-09-29
IRS object ID: 202032739349300308
Schema version: 2019v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-09-29T08:10:44-05:00	ReturnTs
Tax Period End	2020-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	351939627	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BADEN GAGE & SCHROEDER LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	6920 POINTE INVERNESS WAY 300	AddressLine1Txt
City	FORT WAYNE	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	468047926	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	356033883	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CONCORDIA EDUCATIONAL	BusinessNameLine1Txt
Business Name Line2	FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	CONC	BusinessNameControlTxt
Phone	2604831102	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1601 ST JOE RIVER DRIVE	AddressLine1Txt
City	FORT WAYNE	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46805	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARK ADAIR	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2604831102	PhoneNum
Signature	2020-09-21	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BRIAN D BOWMAN CPA	PreparerPersonNm
PTIN	P00540295	PTIN
Phone	2604222551	PhoneNum
Preparation	2020-09-21	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	184.17.61.66	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-09-21	IPDt
IP Tm	15:37:44	IPTm
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	34153422F3D5218CE46E19B040944624C3DAF4B0	AtSubmissionCreationDeviceId
At Submission Filing Device Id	8A73E682F1B656158531068CD07472A9799180C4	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MARK ADAIR	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1601 ST JOE RIVER DRIVE	AddressLine1Txt
City	FORT WAYNE	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46805	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$10,633,416	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1959	FormationYr
Legal Domicile State	IN	LegalDomicileStateCd
Activity Or Mission	THROUGH GOD'S GRACE, THE CONCORDIA EDUCATIONAL FOUNDATION WORKS TO PRESERVE AND GROW FINANCIAL GIFTS FOR CONCORDIA LUTHERAN HIGH SCHOOL TO ENSURE ITS CONTINUED SUPPORT OF THE SCHOOL'S OVERALL OPERATIONS, INDIVIDUAL PROGRAMS AND STUDENTS' FINANCIAL NEED.	ActivityOrMissionDesc
Voting Members Governing Body	17	VotingMembersGoverningBodyCnt
Voting Members Independent	17	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	17	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$482,070	PYContributionsGrantsAmt
CY Contributions Grants	$402,985	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$557,042	PYInvestmentIncomeAmt
CY Investment Income	$1,163,831	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$1,039,112	PYTotalRevenueAmt
CY Total Revenue	$1,566,816	CYTotalRevenueAmt
PY Grants And Similar Paid	$705,159	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$782,291	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$48,885	CYTotalFundraisingExpenseAmt
PY Other Expenses	$242,719	PYOtherExpensesAmt
CY Other Expenses	$249,955	CYOtherExpensesAmt
PY Total Expenses	$947,878	PYTotalExpensesAmt
CY Total Expenses	$1,032,246	CYTotalExpensesAmt
PY Revenues Less Expenses	$91,234	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$534,570	CYRevenuesLessExpensesAmt
Total Assets BOY	$15,912,963	TotalAssetsBOYAmt
Total Assets EOY	$16,066,269	TotalAssetsEOYAmt
Total Liabilities BOY	$777,578	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$396,312	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$15,135,385	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$15,669,957	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THROUGH GOD'S GRACE, THE CONCORDIA EDUCATIONAL FOUNDATION WORKS TO PRESERVE AND GROW FINANCIAL GIFTS FOR CONCORDIA LUTHERAN HIGH SCHOOL TO ENSURE ITS CONTINUED SUPPORT OF THE SCHOOL'S OVERALL OPERATIONS, INDIVIDUAL PROGRAMS AND STUDENTS' FINANCIAL NEED.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$782,291	ExpenseAmt
Grant	$782,291	GrantAmt
Desc	CONCORDIA EDUCATIONAL FOUNDATION, INC. SHALL EXIST TO PROVIDE FINANCIAL ASSISTANCE FOR QUALIFIED STUDENTS ATTENDING CONCORDIA LUTHERAN HIGH SCHOOL, AND TO PROVIDE FOR THE GENERAL SUPPORT AND EXPANSION OF THE CONCORDIA EDUCATIONAL ASSOCIATION OF FORT WAYNE, INDIANA AND CONCORDIA LUTHERAN HIGH SCHOOL. THE CEF MAY CREATE AND ADMINISTER SPECIAL FUNDS FOR PURPOSES RELATED TO CONCORDIA LUTHERAN HIGH SCHOOL AND ITS STUDENTS AND GRADUATES WHICH SHALL BE ADMINISTERED IN ACCORDANCE WITH SUCH AGREEMENTS AS ARE ENTERED INTO WITH THE DONOR AND ORIGINATOR OF SUCH FUNDS. ALL FINANCIALLY RELATED ACTIVITY OF THE CEF SHALL BE SUBJECT TO THE CURRENT SPENDING POLICIES OF THE CORPORATION.	Desc
Total Program Service Expenses	$782,291	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	17	GoverningBodyVotingMembersCnt
Independent Voting Member	17	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	DAVID LUPKE	PersonNm
Phone	2604831102	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1601 ST JOE RIVER DRIVE	AddressLine1Txt
City	FORT WAYNE	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46805	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
MARK ADAIR
PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
LARRY BOSEKER
DIRECTOR	0.25	Yes (X)		$0	$0	$0
JOHN BRANDT
DIRECTOR	0.50	Yes (X)		$0	$0	$0
DR ROBERT DETTMER
DIRECTOR	0.75	Yes (X)		$0	$0	$0
DONALD DORMEIER
DIRECTOR	0.75	Yes (X)		$0	$0	$0
TIM DURNELL
DIRECTOR	0.50	Yes (X)		$0	$0	$0
KURT GUTMAN
DIRECTOR	0.75	Yes (X)		$0	$0	$0
WILLIAM BERNING JR
DIRECTOR	0.50	Yes (X)		$0	$0	$0
DR WILLIAM KAMMEYER
DIRECTOR	0.50	Yes (X)		$0	$0	$0
CRAIG LINNEMEIER
TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
DONALD LUEPKE
DIRECTOR	0.50	Yes (X)		$0	$0	$0
DAVID LUPKE
SECRETARY	0.75	Yes (X)	Yes (X)	$0	$0	$0
DUANE LUPKE
DIRECTOR	0.25	Yes (X)		$0	$0	$0
ROBERT MICHAEL
VICE PRESIDE	0.75	Yes (X)	Yes (X)	$0	$0	$0
JOHN F SCHOEDEL
CHIEF DEVELO	20.00	Yes (X)		$0	$0	$0
LEIGH SMITH
DIRECTOR	0.50	Yes (X)		$0	$0	$0
HEIDI SWISS
DIRECTOR	0.50	Yes (X)		$0	$0	$0
MYCHAL THOM
HEAD OF SCHO	0.25	Yes (X)		$0	$0	$0
JOHN WICK
DIRECTOR	0.50	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
All Other Contributions	$402,985	AllOtherContributionsAmt
Noncash Contributions	$99,907	NoncashContributionsAmt
Total Contributions	$402,985	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$419,806	TotalRevenueColumnAmt
Exclusion	$419,806	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$9,810,625	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$9,066,600	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$744,025	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$744,025	TotalRevenueColumnAmt
Related Or Exempt Func Income	$744,025	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,566,816	TotalRevenueColumnAmt
Related Or Exempt Func Income	$744,025	RelatedOrExemptFuncIncomeAmt
Exclusion	$419,806	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$782,291	TotalAmt
Program Services	$782,291	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$15,698	TotalAmt
Management And General	$15,698	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$128,246	TotalAmt
Management And General	$128,246	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
SALARY/BENEFIT REIMBURSE	$52,182	$52,182
PROMOTIONAL/ANNUAL DINNER	$48,885		$48,885
MISCELLANEOUS	$4,250	$4,250
EXECUTIVE DIRECTOR EXPENS	$694	$694

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,032,246	TotalAmt
Program Services	$782,291	ProgramServicesAmt
Management And General	$201,070	ManagementAndGeneralAmt
Fundraising	$48,885	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$687,370	BOYAmt
EOY	$30,470	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$15,225,593	BOYAmt
EOY	$16,035,799	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$15,912,963	BOYAmt
EOY	$16,066,269	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$777,578	BOYAmt
EOY	$396,312	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$777,578	BOYAmt
EOY	$396,312	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$122,320	BOYAmt
EOY	$89,042	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$15,013,065	BOYAmt
EOY	$15,580,915	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$15,135,385	BOYAmt
EOY	$15,669,957	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$15,912,963	BOYAmt
EOY	$16,066,269	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$534,570	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$2	OtherChangesInNetAssetsAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	Yes (true)	AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
FS Audited	false	FSAuditedInd
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Non Func	Yes (X)	SupportingOrgType3NonFuncInd
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CONCORDIA LUTHERAN HIGH SCHOOL	BusinessNameLine1Txt
Business Name Line2	CONCORDIA LUTHERAN HIGH SCHOOL	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
EIN	350883501	EIN
Organization Type	2	OrganizationTypeCd
Governing Document Listed	Yes (true)	GoverningDocumentListedInd
Support	$782,291	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$782,291	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (true)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	Yes (true)	TimelyProvidedDocumentsInd
Officers Close Relationship	Yes (true)	OfficersCloseRelationshipInd
Supported Org Voice Investment	false	SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

Field	Value	IRS element (for citing)
Prior Year	$7,723	PriorYearAmt
Current Year	$37,201	CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Other Gross Income OtherGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$400,479	PriorYearAmt
Current Year	$419,806	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$408,202	PriorYearAmt
Current Year	$457,007	CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Production Income ProductionIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$126,968	PriorYearAmt
Current Year	$128,246	CurrentYearAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$281,234	PriorYearAmt
Current Year	$328,761	CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$15,962,553	PriorYearAmt
Current Year	$16,648,299	CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$1,035,179	PriorYearAmt
Current Year	$848,417	CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$16,997,732	PriorYearAmt
Current Year	$17,496,716	CurrentYearAmt

Field	Value	IRS element (for citing)
Discount Claimed	$0	DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$16,997,732	PriorYearAmt
Current Year	$17,496,716	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$254,966	PriorYearAmt
Current Year	$262,451	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$16,742,766	PriorYearAmt
Current Year	$17,234,265	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$585,997	PriorYearAmt
Current Year	$603,199	CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total Minimum Asset TotalMinimumAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$585,997	PriorYearAmt
Current Year	$603,199	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$281,234	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$239,049	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$585,997	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$585,997	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$585,997	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$782,291	CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity	$0	CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid	$121,709	CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid	$0	ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside	$0	QualifiedSetAsideAmt
CY Other Distributions	$0	CYOtherDistributionsAmt
CY Total Annual Distributions	$904,000	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$782,291	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$585,997	CYDistributableAsAdjustedAmt
CY Distribution Yr	1.000000000000	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$585,997	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$214,968	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$820,920	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,035,888	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$585,997	CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied	$0	CarryoverPYNotAppliedAmt
Excess Distribution Cyov	$449,891	ExcessDistributionCyovAmt
CY Total Annual Distributions	$904,000	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
Excess Distribution	$904,000	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$1,353,891	ExcessDistriCyovToNextYrAmt
Excess From Year5	$0	ExcessFromYear5Amt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$449,891	ExcessFromYear2Amt
Excess From Year1	$904,000	ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART V, SECTION D, LINE 8	FormAndLineReferenceDesc
Explanation	CONCORDIA LUTHERAN HIGH SCHOOL (CLHS) IS SUPPORTED BY THE CONCORDIA EDUCATIONAL FOUNDATION. CONCORDIA EDUCATIONAL FOUNDATION SUPPORTED CLHS BY PROVIDING A LARGE PORTION OF THE SCHOLARHIP FUNDS AND DEBT SUBSIDY. IN ADDITION, THE FOUNDATION HAS PROVIDED ENDOWMENT DISTRIBUTIONS TO THE ORGANIZATION. THE EXECUTIVE DIRECTOR AND THE CHIEF DEVELOPMENT OFFICER OF CLHS ARE NON-VOTING MEMBERS OF THE BOARD. CLHS HAS BEEN SUPPORTED BY THE FOUNDATION SINCE 1959. THE RELATIONSHIP IS HISTORIC AND CONTINUING.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	2	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$50	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$155,825	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$700,771	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$14,243,014	BeginningYearBalanceAmt
Contributions	$402,935	ContributionsAmt
Investment Earnings Or Losses	$1,108,274	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$771,749	GrantsOrScholarshipsAmt
Administrative Expenses	$128,246	AdministrativeExpensesAmt
End Year Balance	$14,854,228	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$14,112,784	BeginningYearBalanceAmt
Contributions	$482,070	ContributionsAmt
Investment Earnings Or Losses	$557,208	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$756,864	GrantsOrScholarshipsAmt
Administrative Expenses	$152,184	AdministrativeExpensesAmt
End Year Balance	$14,243,014	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$13,603,379	BeginningYearBalanceAmt
Contributions	$298,810	ContributionsAmt
Investment Earnings Or Losses	$1,145,206	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$782,656	GrantsOrScholarshipsAmt
Administrative Expenses	$151,955	AdministrativeExpensesAmt
End Year Balance	$14,112,784	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$12,793,268	BeginningYearBalanceAmt
Contributions	$883,037	ContributionsAmt
Investment Earnings Or Losses	$957,712	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$899,011	GrantsOrScholarshipsAmt
Administrative Expenses	$131,627	AdministrativeExpensesAmt
End Year Balance	$13,603,379	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$12,387,391	BeginningYearBalanceAmt
Contributions	$421,470	ContributionsAmt
Investment Earnings Or Losses	$844,333	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$733,266	GrantsOrScholarshipsAmt
Administrative Expenses	$126,660	AdministrativeExpensesAmt
End Year Balance	$12,793,268	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	0.47240	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.52760	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	FUNDS HELD FOR THIRD PARTIES	Desc
Amt	$396,312	Amt

Field	Value	IRS element (for citing)
Total Liability	$396,312	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PAGE 2, PART V, LINE 4	FormAndLineReferenceDesc
Explanation	THE PURPOSE OF THE ENDOWMENT FUNDS IS TO SUPPORT CONCORDIA LUTHERAN HIGH SCHOOL. SPECIFICALLY, THE FUNDS ARE DISTRIBUTED TO THE HIGH SCHOOL FOR SCHOLARSHIPS AND FUNCTIONAL EXPENSES. THE ENDOWMENTS WERE CREATED TO PROVIDE CONTINUOUS SUPPORT OF CONCORDIA HIGH SCHOOL AS IT PROVIDES A CHRISTIAN EDUCATION TO THE YOUTH OF ALLEN COUNTY AND THE SURROUNDING AREA.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CONCORDIA LUTHERAN HIGH SCHOOL	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1601 ST JOE RIVER DRIVE	AddressLine1Txt
City	FORT WAYNE	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46805	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	350883501	RecipientEIN
IRC Section	501C3	IRCSectionDesc
Cash Grant	$782,291	CashGrantAmt
Purpose Of Grant	EDUCATION ASSISTANCE	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$99,907	NoncashContributionsRptF990Amt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSION	THROUGH GOD'S GRACE, THE CONCORDIA EDUCATIONAL FOUNDATION WORKS TO PRESERVE AND GROW FINANCIAL GIFTS FOR CONCORDIA LUTHERAN HIGH SCHOOL TO ENSURE ITS CONTINUED SUPPORT OF THE SCHOOL'S OVERALL OPERATIONS, INDIVIDUAL PROGRAMS AND STUDENTS' FINANCIAL NEED.
FORM 990, PAGE 6, PART VI, LINE 2	DAVID LUPKE DUANE LUPKE SECRETARY DIRECTOR FAMILY RELATIONSHIP DAVID LUPKE DONALD LUPKE SECRETARY DIRECTOR FAMILY RELATIONSHIP DONALD LUPKE DUANE LUPKE DIRECTOR DIRECTOR FAMILY RELATIONSHIP
FORM 990, PAGE 6, PART VI, LINE 6	THE ORGANIZATION'S GOVERNING DOCUMENTS IDENTIFY THE BOARD MEMBERS AS "MEMBERS" OF THE CORPORATION.
FORM 990, PAGE 6, PART VI, LINE 7A	EXISTING BOARD MEMBERS VOTE IN NEW DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 11B	THE 990 IS REVIEWED & APPROVED BY THE BOARD IN IS MEETING PRIOR TO SUBMITTING THE 990.
FORM 990, PAGE 6, PART VI, LINE 12C	NOTIFICATION TO THE BOARD OF POTENTIAL CONFLICTS OF INTEREST IS AN ANNUAL AGENDA ITEM.
FORM 990, PAGE 6, PART VI, LINE 15A	THE OFFICERS DO NOT RECEIVE COMPENSATION. THE CHIEF DEVELOPMENT OFFICER IS COMPENSATED BY CONCORDIA LUTHERAN HIGH SCHOOL. THE TOP OFFICAL AT THE HIGH SCHOOL PERFORMS THE DEVELOPMENT OFFICER'S ANNUAL REVIEW AND EVALUATION.
FORM 990, PAGE 6, PART VI, LINE 15B	THERE ARE NO KEY EMPLOYEES OR OFFICERS RECEIVING COMPENSATION.
FORM 990, PAGE 6, PART VI, LINE 19	ALL GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, ETC. ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	CONCORDIA LUTHERAN HIGH SCHOOL	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1601 ST JOE RIVER DRIVE	AddressLine1Txt
City	FORT WAYNE	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46805	ZIPCd

Field	Value	IRS element (for citing)
EIN	350883501	EIN
Primary Activities	EDUCATION	PrimaryActivitiesTxt
Legal Domicile State	IN	LegalDomicileStateCd
Exempt Code Section	501C3	ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CONCORDIA LUTHERAN HIGH SCHOOL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	B	TransactionTypeTxt
Involved	$782,291	InvolvedAmt
Method Of Amount Determination	CASH	MethodOfAmountDeterminationTxt