CONCORDIA EDUCATION FOUNDATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CONCORDIA EDUCATION FOUNDATION INC (EIN 35-6033883)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-11-12
IRS object ID
201943169349301764
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-12T09:31:43-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351939627PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BADEN GAGE & SCHROEDER LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16920 POINTE INVERNESS WAY 300AddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP468047926ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356033883EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CONCORDIA EDUCATIONALBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCONCBusinessNameControlTxt
Phone2604831102PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 ST JOE RIVER DRIVEAddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46805ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK ADAIRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2604831102PhoneNum
Signature2019-10-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN D BOWMAN CPAPreparerPersonNm
PTINP00540295PTIN
Phone2604222551PhoneNum
Preparation2019-10-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address184.17.61.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-30IPDt
IP Tm11:56:46IPTm
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8A73E682F1B656158531068CD07472A9799180C4AtSubmissionCreationDeviceId
At Submission Filing Device Id8A73E682F1B656158531068CD07472A9799180C4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARK ADAIRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 ST JOE RIVER DRIVEAddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46805ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,659,626GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1959FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTHROUGH 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 Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers24TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$299,795PYContributionsGrantsAmt
CY Contributions Grants$482,070CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,202,082PYInvestmentIncomeAmt
CY Investment Income$557,042CYInvestmentIncomeAmt
PY Other Revenue$1,380PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,503,257PYTotalRevenueAmt
CY Total Revenue$1,039,112CYTotalRevenueAmt
PY Grants And Similar Paid$724,308PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$705,159CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$56,048CYTotalFundraisingExpenseAmt
PY Other Expenses$260,032PYOtherExpensesAmt
CY Other Expenses$242,719CYOtherExpensesAmt
PY Total Expenses$984,340PYTotalExpensesAmt
CY Total Expenses$947,878CYTotalExpensesAmt
PY Revenues Less Expenses$518,917PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$91,234CYRevenuesLessExpensesAmt
Total Assets BOY$15,195,148TotalAssetsBOYAmt
Total Assets EOY$15,912,963TotalAssetsEOYAmt
Total Liabilities BOY$150,999TotalLiabilitiesBOYAmt
Total Liabilities EOY$777,578TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,044,149NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,135,385NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHROUGH 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$705,159ExpenseAmt
Grant$705,159GrantAmt
DescCONCORDIA 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$705,159TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDAVID LUPKEPersonNm
Phone2604831102PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 ST JOE RIVER DRIVEAddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46805ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MARK ADAIR
PRESIDENT0.56Yes (X)Yes (X)$0$0$0
THOMAS AGNESS
DIRECTOR0.15Yes (X)$0$0$0
LARRY BOSEKER
DIRECTOR0.15Yes (X)$0$0$0
JOHN BRANDT
DIRECTOR0.23Yes (X)$0$0$0
DR ROBERT DETTMER
DIRECTOR0.56Yes (X)$0$0$0
DONALD DORMEIER
DIRECTOR0.23Yes (X)$0$0$0
TIM DURNELL
DIRECTOR0.15Yes (X)$0$0$0
KURT GUTMAN
DIRECTOR0.23Yes (X)$0$0$0
WILLIAM BERNING JR
DIRECTOR0.23Yes (X)$0$0$0
DR WILLIAM KAMMEYER
DIRECTOR0.23Yes (X)$0$0$0
CRAIG LINNEMEIER
TREASURER0.56Yes (X)Yes (X)$0$0$0
DONALD LUEPKE
DIRECTOR0.23Yes (X)$0$0$0
DAVID LUPKE
SECRETARY0.25Yes (X)Yes (X)$0$0$0
DUANE LUPKE
DIRECTOR0.15Yes (X)$0$0$0
ROBERT MICHAEL
VICE PRESIDE0.23Yes (X)Yes (X)$0$0$0
JOHN F SCHOEDEL
CHIEF DEVELO8.00Yes (X)$0$0$0
LEIGH SMITH
DIRECTOR0.23Yes (X)$0$0$0
HEIDI SWISS
DIRECTOR0.23Yes (X)$0$0$0
MYCHAL THOM
HEAD OF SCHO0.15Yes (X)$0$0$0
JOHN WICK
DIRECTOR0.23Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$482,070AllOtherContributionsAmt
Total Contributions$482,070TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$402,582TotalRevenueColumnAmt
Exclusion$402,582ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,774,974SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,620,514SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$154,460SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$154,460TotalRevenueColumnAmt
Exclusion$154,460ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,039,112TotalRevenueColumnAmt
Exclusion$557,042ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$705,159TotalAmt
Program Services$705,159ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,773TotalAmt
Management And General$12,773ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$126,968TotalAmt
Management And General$126,968ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
PROMOTIONAL/ANNUAL DINNER$56,048$56,048
SALARY/BENEFIT REIMBURSE$42,275$42,275
MISCELLANEOUS$4,362$4,362
EXECUTIVE DIRECTOR EXPENS$293$293

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$947,878TotalAmt
Program Services$705,159ProgramServicesAmt
Management And General$186,671ManagementAndGeneralAmt
Fundraising$56,048FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$122,322BOYAmt
EOY$687,370EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,072,826BOYAmt
EOY$15,225,593EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,195,148BOYAmt
EOY$15,912,963EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$150,999BOYAmt
EOY$777,578EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$150,999BOYAmt
EOY$777,578EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$128,933BOYAmt
EOY$122,320EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$14,915,216BOYAmt
EOY$15,013,065EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,044,149BOYAmt
EOY$15,135,385EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,195,148BOYAmt
EOY$15,912,963EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$91,234ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$2OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Non FuncYes (X)SupportingOrgType3NonFuncInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CONCORDIA LUTHERAN HIGH SCHOOLBusinessNameLine1Txt
Business Name Line2CONCORDIA LUTHERAN HIGH SCHOOLBusinessNameLine2Txt
FieldValueIRS element (for citing)
EIN350883501EIN
Organization Type2OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$705,159SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$705,159SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (true)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (true)OfficersCloseRelationshipInd
Supported Org Voice InvestmentfalseSupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

FieldValueIRS element (for citing)
Prior Year$40,572PriorYearAmt
Current Year$7,723CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Other Gross Income OtherGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$390,633PriorYearAmt
Current Year$400,479CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$431,205PriorYearAmt
Current Year$408,202CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Production Income ProductionIncomeGrp

FieldValueIRS element (for citing)
Prior Year$151,955PriorYearAmt
Current Year$126,968CurrentYearAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

FieldValueIRS element (for citing)
Prior Year$279,250PriorYearAmt
Current Year$281,234CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

FieldValueIRS element (for citing)
Prior Year$16,079,837PriorYearAmt
Current Year$15,962,553CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

FieldValueIRS element (for citing)
Prior Year$833,695PriorYearAmt
Current Year$1,035,179CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$16,913,532PriorYearAmt
Current Year$16,997,732CurrentYearAmt
FieldValueIRS element (for citing)
Discount Claimed$0DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$16,913,532PriorYearAmt
Current Year$16,997,732CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

FieldValueIRS element (for citing)
Prior Year$253,703PriorYearAmt
Current Year$254,966CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

FieldValueIRS element (for citing)
Prior Year$16,659,829PriorYearAmt
Current Year$16,742,766CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

FieldValueIRS element (for citing)
Prior Year$583,094PriorYearAmt
Current Year$585,997CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total Minimum Asset TotalMinimumAssetGrp

FieldValueIRS element (for citing)
Prior Year$583,094PriorYearAmt
Current Year$585,997CurrentYearAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$279,250CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$237,363CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$583,094CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$583,094CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$583,094CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$705,159CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$115,761CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Other Distributions$0CYOtherDistributionsAmt
CY Total Annual Distributions$820,920CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$705,159CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$583,094CYDistributableAsAdjustedAmt
CY Distribution Yr1.000000000000CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$583,094CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$798,062ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$798,062TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$583,094CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied$0CarryoverPYNotAppliedAmt
Excess Distribution Cyov$214,968ExcessDistributionCyovAmt
CY Total Annual Distributions$820,920CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
Excess Distribution$820,920ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$1,035,888ExcessDistriCyovToNextYrAmt
Excess From Year5$0ExcessFromYear5Amt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$214,968ExcessFromYear2Amt
Excess From Year1$820,920ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART V, SECTION D, LINE 8FormAndLineReferenceDesc
ExplanationCONCORDIA 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

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held2DonorAdvisedFundsHeldCnt
Donor Advised Funds Grants$28,663DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$803,334DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,652,305BeginningYearBalanceAmt
Contributions$518,301ContributionsAmt
Investment Earnings Or Losses$923,363InvestmentEarningsOrLossesAmt
Grants Or Scholarships$589,442GrantsOrScholarshipsAmt
Administrative Expenses$117,136AdministrativeExpensesAmt
End Year Balance$12,387,391EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.49960PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.50040TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO RESTRICTED FUND$598,327
FUNDS HELD FOR THIRD PARTIES$179,251
FieldValueIRS element (for citing)
Total Liability$777,578TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 2, PART V, LINE 4FormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CONCORDIA LUTHERAN HIGH SCHOOLBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 ST JOE RIVER DRIVEAddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46805ZIPCd
FieldValueIRS element (for citing)
Recipient EIN350883501RecipientEIN
IRC Section501C3IRCSectionDesc
Cash Grant$705,159CashGrantAmt
Purpose Of GrantEDUCATION ASSISTANCEPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHROUGH 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 2DAVID LUPKE DUANE LUPKE SECRETARY MEMBER FAMILY RELATIONSHIP
FORM 990, PAGE 6, PART VI, LINE 6THE ORGANIZATION'S GOVERNING DOCUMENTS IDENTIFY THE BOARD MEMBERS AS "MEMBERS" OF THE CORPORATION.
FORM 990, PAGE 6, PART VI, LINE 7AEXISTING BOARD MEMBERS VOTE IN NEW DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 11BTHE 990 IS REVIEWED & APPROVED BY THE BOARD IN IS MEETING PRIOR TO SUBMITTING THE 990.
FORM 990, PAGE 6, PART VI, LINE 12CNOTIFICATION TO THE BOARD OF POTENTIAL CONFLICTS OF INTEREST IS AN ANNUAL AGENDA ITEM.
FORM 990, PAGE 6, PART VI, LINE 15ATHE 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 15BTHERE ARE NO KEY EMPLOYEES OR OFFICERS RECEIVING COMPENSATION.
FORM 990, PAGE 6, PART VI, LINE 19ALL 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

FieldValueIRS element (for citing)
Business Name Line1CONCORDIA LUTHERAN HIGH SCHOOLBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 ST JOE RIVER DRIVEAddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46805ZIPCd
FieldValueIRS element (for citing)
EIN350883501EIN
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Exempt Code Section501C3ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CONCORDIA LUTHERAN HIGH SCHOOLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$705,159InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

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