2017-02-17T11:00:23-07:00 2016-06-30 990 2015-07-01 930771304 CONCORDIA UNIVERSITY FOUNDATION CONC 5032889371 2811 NE Holman Street Portland OR 972116099 Dennis Stoecklin Secretary / Treasurer 5034936501 2017-02-17 2015 2021-01-29 14:40:06Z Dennis Stoecklin 2811 NE Holman St Portland OR 97211 4888861 0 X www.cu-portland.edu X 1980 OR Concordia University Foundation supports the University and its mission through building awareness, relationships and funds. 25 0 18 30 0 0 704665 469668 2203652 1867371 -29929 4667 92957 91408 2971345 2433114 306623 322177 0 0 1618183 1358460 0 0 0 610503 533944 2535309 2214581 436036 218533 12053709 12305860 2136001 2169619 9917708 10136241 The Foundation provides direct fundraising, marketing and public relations support to Concordia University. Contributions raised on behalf of the University are reflected in the financial statements of the Univeristy and are NOT accounted for as part of the Foundation's financial statements 0 0 2214581 322177 2433114 The Foundation provides direct fundraising, marketing, and public relations to Concordia University. Contributions raised on behalf of the University are reflected in the financial statements of the University and are NOT accounted for as part of the Foundations Financial Statements. 0 0 0 2214581 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 18 1 0 0 0 0 1 0 0 X 25 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 OR WA X Dennis Stoecklin 5034936501 2811 NE Holman Street Portland OR 972116099 Greig Anderson Director 1.25 0 X 0 0 0 Rodney Boucher Director 1.25 0 X 0 0 0 Charles Brondos Director 1.25 0 X 0 0 0 Rick Dillon Director 1.25 0 X 0 0 0 Linda Dixon Director 1.25 0 X 0 0 0 Chris Dunnaville Director 1.25 0 X 0 0 0 David Eash Director 1.25 0 X 0 0 0 Gloria Edwards Director 1.25 0 X 0 0 0 Lilisa Hall Director 1.25 0 X 0 0 0 Joyce Harris Director 1.25 0 X 0 0 0 Kathleen Hone Director 1.25 0 X 0 0 0 Scott Howard Chairman 1.25 0 X 0 0 0 Thomas Muhly Director 1.25 0 X 0 0 0 Carl Talton Director 1.25 0 X 0 0 0 Hide Tanigami Director 1.25 0 X 0 0 0 George Thurston Director 1.25 0 X 0 0 0 Larry Wade Director 1.25 0 X 0 0 0 Keren Wilson Director 1.25 0 X 0 0 0 Terry Wilson Director 1.25 0 X 0 0 0 Kim Scott Director 1.25 0 X 0 0 0 Natalie Mendoza Director 1.25 0 X 0 0 0 Gerald Koll Director 1.25 0 X 0 0 0 Gina Condon Director 1.25 0 X 0 0 0 Jeff Oltmann Director 1.25 0 X 0 0 0 Andrew White Director 1.25 0 X 0 0 0 Dennis Stoecklin Treasurer 1.25 0 X 0 0 0 Charles Schlimpert President 1.25 0 X 0 0 0 Gary Withers Executive Vice President 40 0 X 217453 0 0 Kevin Matheny Chief Dev. Officer 40 0 X 172083 0 0 389536 0 0 2 0 1 0 0 0 0 0 0 0 469668 0 469668 Service Contract 611310 1867371 1867371 0 0 0 0 0 0 1867371 90317 0 0 90317 0 0 0 0 0 0 0 0 93600 0 22298 0 71302 0 71302 0 0 71302 2347799 0 2433449 0 -85650 0 -85650 -85650 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 20106 20106 0 0 20106 2433114 1801827 0 161619 322177 322177 0 0 0 0 0 0 389536 389536 0 0 0 0 0 0 630915 630915 0 0 106094 106094 0 0 158854 158854 0 0 73061 73061 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 137806 137806 0 0 246917 246917 0 0 12518 12518 0 0 4937 4937 0 0 0 0 0 0 0 0 0 0 62291 62291 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Bank Fees 12541 12541 0 0 Professional Development 6822 6822 0 0 Hospitality 50112 50112 0 0 0 0 0 2214581 2214581 0 0 87945 742307 0 0 1100100 500150 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9181797 9526169 0 0 0 0 1683867 1537234 12053709 12305860 0 0 0 0 0 0 0 0 0 0 0 0 417220 417220 0 0 1718781 1752399 2136001 2169619 X 144904 144904 2663254 2805244 7109550 7186093 9917708 10136241 12053709 12305860 218533 0 0 0 0 0 X 0 1 X 1 0 X 240797 72139 240362 704665 469668 1727631 0 0 0 0 0 0 0 0 0 0 0 0 240797 72139 240362 704665 469668 1727631 407794 1319837 0 210592 165082 293179 161619 830472 0 0 0 0 0 0 0 693012 1029614 21656 20106 1764388 4322491 0 0.30534 0.37569 X Schedule A, Part II, Line 10 Miscellaneous support RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8819454 81980 52591 322177 0 0 8631848 8990930 124457 10690 306623 0 0 8819454 7899588 240362 1138030 287050 0 0 8990930 7239890 71039 858892 270233 0 0 7899588 7595587 239797 -342474 253020 0 0 7239890 0 0.81 0.19 0 0 8198421 F 1327748 F 9526169 Assets held in charitable remainder trusts 1537234 1537234 0 Due to Concordia University 198128 Liabilities associated with charitable remainder trusts 1537234 Obligations under charitable gift annuity agreements 17037 1752399 2433114 0 0 0 0 0 2433114 0 0 0 2433114 2214581 0 0 0 0 0 2214581 0 0 0 2214581 Schedule D, Part V, Line 4 Endowment funds are managed by Concordia University Foundation for the sole purpose of providing financial support for Concordia University. 1 Concordia University 2811 NE Holman St Portland OR 97211 930391563 501(c)3 198128 0 Support of Concordia University for issuance of grants to students 1 0 Schedule I, Part I, Line 2 Concordia University Foundation has a sole purpose of providing grant scholarship support to Concordia University X 1 1 X 0 0 0 0 0 0 0 0 0 Gary Withers Executive Vice President 217453 0 0 0 0 0 0 0 29040 0 246493 0 0 0 Kevin Matheny Chief Dev. Officer 172083 0 0 0 0 0 0 0 36387 0 208470 0 0 0 Schedule J, Part I, Line 1a Club memberships and dues are used primarily for Concordia University Foundation business. Form 990, Part VI, Section B, Line 11b The Form 990 was provided to the Finance Committee which also serves as the audit committee Form 990, Part VI, Section B, Line 12c It is required on an annual basis for each person to disclose in writing any potential conflicts of interest. If any are disclosed annually or in an interim period, the Board discusses it directly with the member. Form 990, Part VI, Section C, Line 19 The documents are available to the general public upon written request. Missed the filing date for an extension