CONCORDIA EDUCATION FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CONCORDIA EDUCATION FOUNDATION INC (EIN 35-6033883)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-11-10
IRS object ID
202543149349304394
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-10T15:10:50-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

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 Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356033883EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CONCORDIA EDUCATIONAL FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
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)
PersonDAVID LUPKEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2604831102PhoneNum
Signature2025-10-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA J WOLF CPAPreparerPersonNm
PTINP01224592PTIN
Phone2604222551PhoneNum
Preparation2025-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID LUPKEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 ST JOE RIVER DRIVEAddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46805ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$17,548,875GrossReceiptsAmt
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 Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers17TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$523,482PYContributionsGrantsAmt
CY Contributions Grants$775,414CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,422,731PYInvestmentIncomeAmt
CY Investment Income$2,177,295CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,946,213PYTotalRevenueAmt
CY Total Revenue$2,952,709CYTotalRevenueAmt
PY Grants And Similar Paid$582,193PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$886,349CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$39,753CYTotalFundraisingExpenseAmt
PY Other Expenses$266,117PYOtherExpensesAmt
CY Other Expenses$223,900CYOtherExpensesAmt
PY Total Expenses$848,310PYTotalExpensesAmt
CY Total Expenses$1,110,249CYTotalExpensesAmt
PY Revenues Less Expenses$1,097,903PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,842,460CYRevenuesLessExpensesAmt
Total Assets BOY$21,953,491TotalAssetsBOYAmt
Total Assets EOY$27,925,418TotalAssetsEOYAmt
Total Liabilities BOY$2,703,665TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,831,440TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,249,826NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$21,093,978NetAssetsOrFundBalancesEOYAmt
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$886,349ExpenseAmt
Grant$886,349GrantAmt
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$886,349TotalProgramServiceExpensesAmt
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
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
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 With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
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 Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
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)
PersonDR BEN CLINKENBEARDPersonNm
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 (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
DAVID LUPKE
PRESIDENT1.25Yes (X)Yes (X)$0$0$0
ROBERT MICHAEL
VICE PRESIDE1.00Yes (X)Yes (X)$0$0$00.00
DR BEN CLINKENBEARD
SECRETARY1.00Yes (X)Yes (X)$0$0$00.00
CRAIG LINNEMEIER
TREASURER1.00Yes (X)Yes (X)$0$0$00.00
ARMANDO BUSTMANTE
DIRECTOR1.00Yes (X)$0$0$00.00
AUSTIN KNOX
DIRECTOR1.00Yes (X)$0$0$0
TINA BENNETT
DIRECTOR1.00Yes (X)$0$0$00.00
DAVON BULTEMEIER
DIRECTOR1.00Yes (X)$0$0$0
KURT GUTMAN
DIRECTOR1.00Yes (X)$0$0$0
HEIDI SWISS
DIRECTOR1.00Yes (X)$0$0$0
DONALD LUEPKE
DIRECTOR1.00Yes (X)$0$0$0
MARSHA HARRIS
DIRECTOR1.00Yes (X)$0$0$0
WILLIAM BERNING JR
DIRECTOR1.00Yes (X)$0$0$0
TIM DURNELL
DIRECTOR1.00Yes (X)$0$0$0
GRANT GOEGLEIN
DIRECTOR1.00Yes (X)$0$0$0
CALEB PATTERSON
DIRECTOR1.00Yes (X)$0$0$0
KEVIN RUSH
DIRECTOR1.00Yes (X)$0$0$0
JACOB PENNEKAMP
HEAD OF SCHO1.00Yes (X)$0$0$00.00
MATT KONOW
CHIEF ADVANC20.00Yes (X)$0$0$00.00
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$775,414AllOtherContributionsAmt
Total Contributions$775,414TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$437,369TotalRevenueColumnAmt
Exclusion$437,369ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$16,336,092SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,596,166SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,739,926SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,739,926TotalRevenueColumnAmt
Exclusion$1,739,926ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,952,709TotalRevenueColumnAmt
Exclusion$2,177,295ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$886,349TotalAmt
Program Services$886,349ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,067TotalAmt
Management And General$20,067ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$106,787TotalAmt
Management And General$106,787ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SALARY/BENEFIT REIMBURSE$56,930$56,930
PROMOTIONAL/ANNUAL DINNER$39,753$39,753
EXECUTIVE DIRECTOR EXPENS$355$355
MISCELLANEOUS$8$8

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,110,249TotalAmt
Program Services$886,349ProgramServicesAmt
Management And General$184,147ManagementAndGeneralAmt
Fundraising$39,753FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$266,391BOYAmt
EOY$157,577EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$21,687,100BOYAmt
EOY$27,767,841EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,953,491BOYAmt
EOY$27,925,418EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,703,665BOYAmt
EOY$6,831,440EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,703,665BOYAmt
EOY$6,831,440EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$89,114BOYAmt
EOY$264,699EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$19,160,712BOYAmt
EOY$20,829,279EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,249,826BOYAmt
EOY$21,093,978EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,953,491BOYAmt
EOY$27,925,418EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,842,460ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,692NetUnrlzdGainsLossesInvstAmt
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$886,349SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$886,349SupportSumAmt
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$45,900PriorYearAmt
Current Year$86,996CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Other Gross Income OtherGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$504,741PriorYearAmt
Current Year$437,369CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$550,641PriorYearAmt
Current Year$524,365CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Production Income ProductionIncomeGrp

FieldValueIRS element (for citing)
Prior Year$149,783PriorYearAmt
Current Year$106,787CurrentYearAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

FieldValueIRS element (for citing)
Prior Year$400,858PriorYearAmt
Current Year$417,578CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

FieldValueIRS element (for citing)
Prior Year$22,223,057PriorYearAmt
Current Year$22,228,674CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

FieldValueIRS element (for citing)
Prior Year$1,579,070PriorYearAmt
Current Year$5,255,783CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$23,802,127PriorYearAmt
Current Year$27,484,457CurrentYearAmt
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$23,802,127PriorYearAmt
Current Year$27,484,457CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

FieldValueIRS element (for citing)
Prior Year$357,032PriorYearAmt
Current Year$412,267CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

FieldValueIRS element (for citing)
Prior Year$23,445,095PriorYearAmt
Current Year$27,072,190CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

FieldValueIRS element (for citing)
Prior Year$820,578PriorYearAmt
Current Year$947,527CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total Minimum Asset TotalMinimumAssetGrp

FieldValueIRS element (for citing)
Prior Year$820,578PriorYearAmt
Current Year$947,527CurrentYearAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$400,858CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$340,729CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$820,578CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$820,578CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$820,578CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$886,349CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$117,113CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Other Distributions$0CYOtherDistributionsAmt
CY Total Annual Distributions$1,003,462CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$886,349CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$820,578CYDistributableAsAdjustedAmt
CY Distribution Yr1.000000000000CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$820,578CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$272,469ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$827,379ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$698,527ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,798,375TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$820,578CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied$0CarryoverPYNotAppliedAmt
Excess Distribution Cyov$977,797ExcessDistributionCyovAmt
CY Total Annual Distributions$1,003,462CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
Excess Distribution$1,003,462ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$1,981,259ExcessDistriCyovToNextYrAmt
Excess From Year5$0ExcessFromYear5Amt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$279,270ExcessFromYear3Amt
Excess From Year2$698,527ExcessFromYear2Amt
Excess From Year1$1,003,462ExcessFromYear1Amt

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$32,000DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$817,867DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,218,077BeginningYearBalanceAmt
Contributions$775,414ContributionsAmt
Investment Earnings Or Losses$2,092,870InvestmentEarningsOrLossesAmt
Grants Or Scholarships$861,038GrantsOrScholarshipsAmt
Administrative Expenses$106,787AdministrativeExpensesAmt
End Year Balance$20,118,537EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,315,105BeginningYearBalanceAmt
Contributions$517,481ContributionsAmt
Investment Earnings Or Losses$1,370,834InvestmentEarningsOrLossesAmt
Grants Or Scholarships$835,560GrantsOrScholarshipsAmt
Administrative Expenses$149,783AdministrativeExpensesAmt
End Year Balance$18,218,077EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,427,596BeginningYearBalanceAmt
Contributions$430,351ContributionsAmt
Investment Earnings Or Losses$241,524InvestmentEarningsOrLossesAmt
Grants Or Scholarships$648,891GrantsOrScholarshipsAmt
Administrative Expenses$135,475AdministrativeExpensesAmt
End Year Balance$17,315,105EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,155,836BeginningYearBalanceAmt
Contributions$181,393ContributionsAmt
Investment Earnings Or Losses$2,123,277InvestmentEarningsOrLossesAmt
Grants Or Scholarships$866,479GrantsOrScholarshipsAmt
Administrative Expenses$166,431AdministrativeExpensesAmt
End Year Balance$17,427,596EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,854,228BeginningYearBalanceAmt
Contributions$507,370ContributionsAmt
Investment Earnings Or Losses$1,841,983InvestmentEarningsOrLossesAmt
Grants Or Scholarships$895,659GrantsOrScholarshipsAmt
Administrative Expenses$152,086AdministrativeExpensesAmt
End Year Balance$16,155,836EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.45030PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.54970TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFUNDS HELD FOR THIRD PARTIESDesc
Amt$6,831,440Amt
FieldValueIRS element (for citing)
Total Liability$6,831,440TotalLiabilityAmt

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$886,349CashGrantAmt
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 DIRECTOR 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$886,349InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

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