CONCORDIA UNIVERSITY IRVINE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CONCORDIA UNIVERSITY IRVINE (EIN 95-2798775)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201311359349304956
- Schema version
- 2011v1.5
- 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 E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T12:59:39-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390859910 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST STE 2300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952798775 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCORDIA UNIVERSITY IRVINE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CONC | NameControl |
| Phone | 9492143126 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 CONCORDIA WEST | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 926123203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN TILDEN | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 9492143126 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE H MOHR CPA | Name |
| PTIN | P00447603 | PTIN |
| Phone | 6128764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEVIN TILDEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 CONCORDIA WEST | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 926123203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 78099028 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CUI.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | CONCORDIA UNIVERSITY IRVINE, GUIDED BY THE GREAT COMMISSION OF CHRIST JESUS AND THE LUTHERAN CONFESSIONS, EMPOWERS STUDENTS THROUGH THE LIBERAL ARTS AND PROFESSIONAL STUDIES FOR LIVES OF LEARNING, SERVICE, AND LEADERSHIP. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1131 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1876229 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11754737 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 58113010 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 64355341 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 917252 | InvestmentIncomePriorYear |
| Investment Income Current Year | 490054 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 219085 | OtherRevenuePriorYear |
| Other Revenue Current Year | 69041 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 61125576 | TotalRevenuePriorYear |
| Total Revenue Current Year | 76669173 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13413114 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 14168765 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 23082374 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 27019593 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20698613 | OtherExpensePriorYear |
| Other Expenses Current Year | 21298442 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 57194101 | TotalExpensesPriorYear |
| Total Expenses Current Year | 62486800 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3931475 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 14182373 | RevenuesLessExpensesCY |
| Total Assets BOY | 88488927 | TotalAssetsBOY |
| Total Assets EOY | 100188825 | TotalAssetsEOY |
| Total Liabilities BOY | 44335283 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 43339825 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 44153644 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 56849000 | NetAssetsOrFundBalancesEOY |
| Mission Description | CONCORDIA UNIVERSITY IRVINE, GUIDED BY THE GREAT COMMISSION OF CHRIST JESUS AND THE LUTHERAN CONFESSIONS, EMPOWERS STUDENTS THROUGH THE LIBERAL ARTS AND PROFESSIONAL STUDIES FOR LIVES OF LEARNING, SERVICE, AND LEADERSHIP. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 32898920 | Expense |
| Grants | 14168765 | Grants |
| Revenue | 55510528 | Revenue |
| Description | INSTRUCTION - DIVISIONAL:INSTRUCTION, INCLUDES GRANTS AND ALLOCATIONS. CONCORDIA UNIVERSITY CURRENTLY HAS 1,649 UNDERGRADUATE STUDENTS AND 1,735 GRADUATE STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13989300 | Expense |
| Description | ACADEMIC SUPPORT AND STUDENT SERVICES:ACADEMIC SUPPORT INCLUDES OFFICE OF THE PROVOST, DEANS OF VARIOUS ACADEMIC DIVISIONS, AND UNIVERSITY LIBRARY SERVICES. STUDENT SERVICES INCLUDES ADMISSIONS, FINANCIAL AID, REGISTRAR, AND ATHLETICS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6002142 | Expense |
| Revenue | 8844813 | Revenue |
| Description | AUXILIARY SERVICESAUXILIARY ENTERPRISES AT CONCORDIA ARE GENERALLY COMPRISED OF RESIDENCE HALLS, A DINING HALL, AND A SNACK SHOP. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 52890362 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 161 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1131 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CH | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN TILDEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9492143126 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 CONCORDIA WEST | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| KRUEGER DR KURT | |||||||
| PRESIDENT | 40.00 | X | X | 209099 | 0 | 81933 | |
| BELDEN PAUL C | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DARGATZ REV ROBERT A | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| FINK DR MARY E | |||||||
| BOARD MEMBER-SECRETARY | 1.00 | X | 0 | 0 | 0 | ||
| FRIEND JOHN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| GOLTER REV RANDALL L | |||||||
| BOARD MEMBER (ADVISORY) | 1.00 | X | 0 | 0 | 0 | ||
| GOODING DR ELMER R | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| KLITZING RACHEL | |||||||
| BOARD MEMBER (ADVISORY) | 1.00 | X | 0 | 0 | 0 | ||
| LEICHTFUSS DAVID | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MANNING HEATHER H | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MOREHOUSE REV MICHAEL A | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| NEWTON REV DR ROBERT D | |||||||
| BOARD MEMBER (ADVISORY) | 1.00 | X | 0 | 0 | 0 | ||
| OLSON CRAIG W | |||||||
| BOARD MEMBER-BOARD CHAIR | 1.00 | X | 0 | 0 | 0 | ||
| OSTAPOWICH SANDRA | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| PIPER GLEN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| STACKER PATRICK | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| STEINBECK CYNTHIA | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| STOTERAU REV DR LARRY A | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| TIETJEN DONALD G | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| WALKER DANIEL | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAMS DR AUDREY G | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| TILDEN KEVIN | |||||||
| EXEC VP FOR FINANCE & CFO | 40.00 | X | 156361 | 0 | 32310 | ||
| SCOTT MARY | |||||||
| PROVOST | 40.00 | X | 159435 | 0 | 16768 | ||
| MCDANIEL GARY | |||||||
| EVP & CHIEF ENROLLMENT OFFICER | 40.00 | X | 136149 | 0 | 22510 | ||
| KIM EUGENE | |||||||
| ASSOC PROF & DEAN ASIA STUDIES | 40.00 | 154217 | 0 | 6559 | X | ||
| VIESELMEYER DEAN | |||||||
| PROF THEOLOGY & DIR ONLINE MCAA | 40.00 | 153119 | 0 | 8778 | X | ||
| PREUSS TIMOTHY | |||||||
| DEAN SCHOOL OF ARTS & SCIENCES | 40.00 | 150259 | 0 | 10405 | X | ||
| BACHMAN JAMES | |||||||
| DEAN CHRIST COLLEGE GRAD PROGRAMS | 40.00 | 128208 | 0 | 15964 | X | ||
| CATTAU CURT | |||||||
| PROFESSOR OF ESS | 40.00 | 126781 | 0 | 15224 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1373628 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 210451 | TotalOtherCompensation |
| Number Individuals GT100 K | 28 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BON APPETIT | |||||
| 1000 WEST TEMPLE STREET | LOS ANGELES | CA | 90074 | FOOD SERVICE | 2423898 |
| ARAMARK FACILITIES SERVICES | |||||
| 24818 NETWORK PL | CHICAGO | IL | 606731248 | FACILITIES MAINTENANCE | 1892379 |
| K-12 TEACHERS ALLIANCE | |||||
| 20624 ABBEY WOODS | FRANKFORT | IL | 60423 | RECRUITMENT SERVICES | 1188216 |
| TRUSTED TECHNICAL SOLUTIONS LLC | |||||
| PO BOX 902 | WHITE SALMON | WA | 98672 | IT SUPPORT SERVICES | 385349 |
| POWER PRO PLUMBING | |||||
| PO BOX 6970 | TORRANCE | CA | 90504 | PLUMBING SERVICES | 307873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 18 | NumberOfContractorsGT100K |
| Related Organizations | 348772 | RelatedOrganizations |
| Government Grants | 210495 | GovernmentGrants |
| All Other Contributions | 11195470 | AllOtherContributions |
| Noncash Contributions | 57000 | NoncashContributions |
| Total Contributions | 11754737 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 55510528 | 55510528 |
| HOUSING & STUDENT FOOD | 611710 | 7941019 | 7941019 |
| AUXILIARY SERVICES | 611710 | 903794 | 903794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 64355341 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 455527 | TotalRevenueColumn |
| Exclusion | $455,527 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 451827 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 537832 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -86005 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -86005 | TotalRevenueColumn |
| Exclusion | -$86,005 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 926550 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 892023 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 34527 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34527 | TotalRevenueColumn |
| Exclusion | $34,527 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 155046 | TotalRevenueColumn |
| Exclusion | $155,046 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 155046 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 76669173 | TotalRevenueColumn |
| Related Or Exempt Function Income | 64355341 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $559,095 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14168765 | Total |
| Program Services | 14168765 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 675179 | Total |
| Management And General | 675179 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21483324 | Total |
| Program Services | 19608870 | ProgramServices |
| Management And General | 1874454 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1633408 | Total |
| Program Services | 1398900 | ProgramServices |
| Management And General | 234508 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2052785 | Total |
| Program Services | 1832639 | ProgramServices |
| Management And General | 220146 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1174897 | Total |
| Program Services | 939239 | ProgramServices |
| Management And General | 235658 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71581 | Total |
| Management And General | 71581 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81107 | Total |
| Management And General | 81107 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31658 | Total |
| Management And General | 31658 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6311511 | Total |
| Program Services | 4948698 | ProgramServices |
| Management And General | 1362813 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1640932 | Total |
| Program Services | 1640932 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349194 | Total |
| Program Services | 140978 | ProgramServices |
| Management And General | 208216 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 827044 | Total |
| Program Services | 152690 | ProgramServices |
| Management And General | 674354 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1066083 | Total |
| Program Services | 685001 | ProgramServices |
| Management And General | 381082 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1163618 | Total |
| Program Services | 1091984 | ProgramServices |
| Management And General | 71634 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93542 | Total |
| Program Services | 87486 | ProgramServices |
| Management And General | 6056 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 895736 | Total |
| Program Services | 725546 | ProgramServices |
| Management And General | 170190 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3328178 | Total |
| Program Services | 2562697 | ProgramServices |
| Management And General | 765481 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387588 | Total |
| Program Services | 22524 | ProgramServices |
| Management And General | 365064 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROGRAM ACTIVITY | 1522094 | 1493338 | 28756 |
| BOND INT. & REL FEES | 1093992 | 1093992 | |
| EQUIPMENT RENTAL | 948158 | 943023 | 5135 |
| FORGIVENESS OF FND. EXP | 682951 | 682951 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 803475 | Total |
| Program Services | 447052 | ProgramServices |
| Management And General | 356423 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62486800 | Total |
| Program Services | 52890362 | ProgramServices |
| Management And General | 9596438 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 822853 | BOY |
| EOY | 78100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3878669 | BOY |
| EOY | 9924269 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3290737 | BOY |
| EOY | 10874265 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1789225 | BOY |
| EOY | 1566339 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106331 | BOY |
| EOY | 106331 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174955 | BOY |
| EOY | 355368 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 594365 | BOY |
| EOY | 591337 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 104998695 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 43798656 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62911590 | BOY |
| EOY | 61200039 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8802678 | BOY |
| EOY | 9704314 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6117524 | BOY |
| EOY | 5788463 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88488927 | BOY |
| EOY | 100188825 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3107806 | BOY |
| EOY | 3777753 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4920422 | BOY |
| EOY | 4053013 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33925000 | BOY |
| EOY | 29544750 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2620000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116441 | BOY |
| EOY | 116441 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2265614 | BOY |
| EOY | 3227868 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44335283 | BOY |
| EOY | 43339825 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25553963 | BOY |
| EOY | 29836324 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7444223 | BOY |
| EOY | 15464049 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11155458 | BOY |
| EOY | 11548627 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44153644 | BOY |
| EOY | 56849000 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88488927 | BOY |
| EOY | 100188825 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 14182373 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1487017 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 125841 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12016630 | BeginningOfYearBalance |
| Contributions | 401971 | Contributions |
| Investment Earnings Or Losses | -44815 | InvestmentEarningsOrLosses |
| Other Expenditures | 160938 | OtherExpenditures |
| End Of Year Balance | 12212848 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10337396 | BeginningOfYearBalance |
| Contributions | 91352 | Contributions |
| Investment Earnings Or Losses | 1674682 | InvestmentEarningsOrLosses |
| Other Expenditures | 86800 | OtherExpenditures |
| End Of Year Balance | 12016630 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9190027 | BeginningOfYearBalance |
| Contributions | 314334 | Contributions |
| Investment Earnings Or Losses | 833035 | InvestmentEarningsOrLosses |
| End Of Year Balance | 10337396 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10726670 | BeginningOfYearBalance |
| Contributions | 491407 | Contributions |
| Investment Earnings Or Losses | -1708050 | InvestmentEarningsOrLosses |
| Other Expenditures | 320000 | OtherExpenditures |
| End Of Year Balance | 9190027 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1031439 | OtherCostOrOtherBasis |
| Book Value | 1031439 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 85858931 | OtherCostOrOtherBasis |
| Depreciation | 33394150 | Depreciation |
| Book Value | 52464781 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9570246 | OtherCostOrOtherBasis |
| Depreciation | 4220977 | Depreciation |
| Book Value | 5349269 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8255792 | OtherCostOrOtherBasis |
| Depreciation | 6183529 | Depreciation |
| Book Value | 2072263 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 282287 | OtherCostOrOtherBasis |
| Book Value | 282287 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 61200039 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTEREST IN NET ASSETS OF CONCORDIA UNIVERSITY FOUNDATION | 3050575 |
| BENEFICIAL INTEREST IN PERPETUAL FUNDS | 872105 |
| BENEFICIAL INTEREST IN SPLIT INT AGREEMENTS | 1204069 |
| UNAMORTIZED BOND ISSUE COSTS | 283431 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | 378283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5788463 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST RATE EXCHANGE LIABILITY | Description |
| Amount | $3,227,868 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3227868 | TotalOfAmounts |
| Total Revenue | 76669173 | TotalRevenue |
| Total Expenses | 62486800 | TotalExpenses |
| Excess Or Deficit For Year | 14182373 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -345871 | NetUnrealizedGLOnInvestments |
| Other | -$1,141,146 | OtherAmount |
| Total Adjustments | -1487017 | TotalAdjustments |
| Excess Or Deficit Per FS | 12695356 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 60836614 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -345871 | NetUnrealizedGainsInvestments |
| Other Revenues | -603314 | OtherRevenues |
| Revenue Not Rptd F990 | -949185 | RevenueNotRptdF990 |
| Revenue Subtotal | 61785799 | RevenueSubtotal |
| Investment Expenses Not Included | 31658 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 14851716 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 14883374 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 76669173 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 48141258 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 537832 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 537832 | ExpensesNotRptdF990 |
| Expenses Subtotal | 47603426 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 31658 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 14851716 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 14883374 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 62486800 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE ART COLLECTION IS HELD BY CONCORDIA SOLELY FOR THE PRESERVATION/BENEFIT FOR FUTURE GENERATIONS. | |
| PART V, LINE 4: | THE CONCORDIA UNIVERSITY'S INTENDED USE OF ENDOWMENT FUNDS IS TO PROVIDE DESIGNATED FINANCIAL SUPPORT FOR ACADEMIC SCHOLARSHIPS, PROGRAMS, AND SERVICES PROVIDED TO STUDENTS OF CONCORDIA UNIVERSITY, IRVINE TO FURTHER THEIR RESPECTIVE EDUCATIONAL GOALS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2012 AND 2011. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR FISCAL YEAR 2009 AND THEREAFTER ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| UNREALIZED LOSS ON INTEREST RATE EXCHANGE AGREEMENT -962,254. CHANGE IN VALUE OF BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS 51,172. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL FUNDS -13,219. CHANGE IN INTEREST IN NET ASSETS OF CONCORDIA UNIVERSITY IRVINE FOUNDATION -216,845. TOTAL TO SCHEDULE D, PART XI, LINE 8: -1,141,146. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN VALUE OF BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS 51,172. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL FUNDS -13,219. DIRECT RENTAL EXPENSES 537,832. UNREALIZED LOSS ON INTEREST RATE EXCHANGE AGREEMENT -962,254. CHANGE IN INTEREST IN NET ASSETS OF CONCORDIA UNIVERSITY IRVINE FOUNDATION -216,845. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS 14,168,765. FORGIVENESS TO CONCORDIA UNIVERSITY FOUNDATION 682,951. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| DIRECT RENTAL EXPENSES 537,832. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS 14,168,765. FORGIVENESS TO CONCORDIA UNIVERSITY FOUNDATION 682,951. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE STATEMENT OF NON-DISCRIMINATORY POLICY IS PUBLISHED IN THE UNIVERSITY'S CATALOG, HANDBOOK & ALL PROMOTIONAL PUBLICATIONS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FINANCIAL ASSISTANCE FROM THE U.S. GOVERNMENT IN CONNECTION WITH VARIOUS PROGRAMS SUCH AS THE PERKINS STUDENT LOAN PROGRAM, FEDERAL WORK STUDY PROGRAM, PELL GRANT PROGRAM, AND SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAM. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 2 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | DEVELOP MEANINGFUL RELATIONSHIPS WITH CHINESE BUSINESS LEADERS, EDUCATORS, PROFESSIONALS AND COMMUNITY MEMBERS FOR THE BENEFIT OF STUDENT INTERNSHIPS IN THE PEOPLE'S REPUBLIC OF CHINA. | SpecificServicesProvided |
| Total Expenditures | 344045 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 344045 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 344045 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | TUITION DISCOUNT | TypeOfGrant |
| Number Of Recipients | 1453 | NumberOfRecipients |
| Amount Of Cash Grant | 14168765 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: CONCORDIA UNIVERSITY IRVINE OFFERS SCHOLARSHIPS AND GRANTS TO QUALIFIED STUDENTS TO HELP REDUCE THEIR OUT-OF-POCKET TUITION COSTS. STUDENTS RECEIVING FINANCIAL ASSISTANCE OF THIS FORM MUST MEET SPECIFIC CRITERIA SUCH AS ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND OTHER SIMILAR STANDARDS WHETHER PUT IN PLACE BY THE COLLEGE OR BY DONORS OF RESTRICTED FUNDS. THE OFFICE OF FINANCIAL AID IS ACCOUNTABLE FOR MONITORING AND DISBURSING ALL FINANCIAL ASSISTANCE TO STUDENT ACCOUNTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KRUEGER DR KURT | |||||||||||||
| 187544 | 0 | 0 | 0 | 21555 | 0 | 16573 | 0 | 65360 | 0 | 291032 | 0 | 0 | 0 |
| TILDEN KEVIN | |||||||||||||
| 152099 | 0 | 2000 | 0 | 2262 | 0 | 13833 | 0 | 18477 | 0 | 188671 | 0 | 0 | 0 |
| SCOTT MARY | |||||||||||||
| 146647 | 0 | 2000 | 0 | 10788 | 0 | 13511 | 0 | 3257 | 0 | 176203 | 0 | 0 | 0 |
| MCDANIEL GARY | |||||||||||||
| 123147 | 0 | 2000 | 0 | 11002 | 0 | 11344 | 0 | 11166 | 0 | 158659 | 0 | 0 | 0 |
| KIM EUGENE | |||||||||||||
| 74000 | 0 | 0 | 0 | 80217 | 0 | 6559 | 0 | 0 | 0 | 160776 | 0 | 0 | 0 |
| VIESELMEYER DEAN | |||||||||||||
| 94877 | 0 | 200 | 0 | 58042 | 0 | 8778 | 0 | 0 | 0 | 161897 | 0 | 0 | 0 |
| PREUSS TIMOTHY | |||||||||||||
| 112413 | 0 | 200 | 0 | 37646 | 0 | 10405 | 0 | 0 | 0 | 160664 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE PRESIDENT OF THE UNIVERSITY RESIDES IN CAMPUS PROVIDED HOUSING YEAR-ROUND. THE VALUE ASSOCIATED WITH THE HOUSING PROVIDED TO THE PRESIDENT IS $48,000 WHICH IS THE APPROXIMATE ANNUAL RENTAL VALUE OF THE HOUSE IN WHICH THE PRESIDENT RESIDES. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA MUNICIPAL FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 201563466 | IssuerEIN |
| Date Issued | 2011-12-08 | DateIssued |
| Issue Price | 31275000 | IssuePrice |
| Description Of Purpose | REFUND PRIOR ISSUED BONDS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 1730250 | AmountRetired |
| Total Proceeds | 31275000 | TotalProceeds |
| Refunding Escrow | 30955000 | RefundingEscrow |
| Issuance Costs From Proceeds | 320000 | IssuanceCostsFromProceeds |
| Year Of Subst Completion | 2011 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD FIFTH BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 17.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TIMOTHY PREUSS | NamePerson |
| Purpose Of Loan | HOME FINANCE | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $106,331 | OriginalPrincipalAmount |
| Balance Due | 106331 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 106331 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARMERS AND MERCHANTS BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | UNIVERSITY BOARD OF REGENT IS AN OFFICER OF THE BANK | Relationship |
| Description Of Transaction | DAN WALKER, WHO SERVES AS A UNIVERSITY BOARD OF REGENT, IS ALSO THE PRESIDENT OF FARMERS AND MERCHANTS BANK. THE UNIVERSITY MAINTAINS SEVERAL ACCOUNTS AT THE BANK WHICH ARE USED FOR GENERAL OPERATING PURPOSES IN THE NORMAL COURSE OF BUSINESS. THERE WERE NO ACCOUNT MAINTENANCE FEES CHARGED TO THE UNIVERSITY DURING THE FISCAL YEAR. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | GRAND PIANO | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 57000 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD OF REGENTS HAS GRANTED THE AUTHORITY TO THE FOLLOWING COMMITTEES: (1) INVESTMENT COMMITTEE - CHARGED WITH THE OVERSIGHT OF THE UNIVERSITY'S ENDOWMENT, INVESTMENT DECISIONS, AND ALL CUSTODIAL CONCERNS RELATED TO CONCORDIA'S FINANCIAL INSTRUMENTS. (2) FINANCE/AUDIT COMMITTEE - CHARGED WITH THE OVERSIGHT OF THE FINANCIAL MANAGEMENT OF THE UNIVERSITY, INCLUDING THE REVIEW OF ALL EXTERNAL FINANCIAL REPORTING AND THE ANNUAL AUDIT PROCESS. (3) COMPENSATION COMMITTEE - CHARGED WITH THE REVIEW AND APPROVAL OF ALL COMPENSATION STRUCTURES RELATING TO FACULTY, STAFF, AND KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SYNOD HOLDS A CONVENTION EVERY THREE YEARS, WHICH IS COMPRISED OF LOCAL LUTHERAN CONGREGATIONS. A REPRESENTATIVE OF THE CONGREGATIONS IS APPOINTED WHO IN TURN VOTES FOR THREE MEMBERS OF THE BOARD OF REGENTS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD ASSIGNS AUTHORITY TO THE FINANCE COMMITTEE TO PERFORM A THOROUGH REVIEW OF THE FORM 990 PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | IN THEIR CAPACITY AS DIRECTORS, THE MEMBERS OF THE BOARD OF DIRECTORS OF CONCORDIA UNIVERSITY IRVINE MUST ACT AT ALL TIMES IN THE BEST INTEREST OF THE UNIVERSITY. ALL ACTUAL AND POTENTIAL CONFLICTS OF INTEREST SHALL BE DISCLOSED BY BOARD MEMBERS TO THE APPROPRIATE PERSONNEL WITHIN THE UNIVERSITY THROUGH THE ANNUAL DISCLOSURE FORM AND/OR WHENEVER A CONFLICT ARISES. THE DISINTERESTED MEMBERS OF THE BOARD SHALL MAKE A DETERMINATION AS TO WHETHER A CONFLICT EXISTS AND WHAT SUBSEQUENT ACTION IS APPROPRIATE (IF ANY). IF IT IS DETERMINED THAT A CONFLICT OF INTEREST DOES IN FACT EXIST, THE INTERESTED BOARD MEMBER(S) IS/ARE RECUSED FROM PARTICIPATING IN DEBATES AND VOTES ON THE MATTER. STAFF AND FACULTY OF THE ORGANIZATION ARE REGULARLY REQUIRED TO REAFFIRM THEIR ADHERENCE TO AND UNDERSTANDING OF THE NEED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION DECISIONS ARE SUBJECT TO REVIEW AND CONCURRENCE BY SENIOR MEMBERS OF STAFF. COMPARABILITY DATA AS PROVIDED BY WATSON AND WYATT IS USED AS A BENCHMARK, AND THE METHODOLOGY OF THE DECISION IS DOCUMENTED BY HUMAN RESOURCES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND RELATED DOCUMENTS ARE HOUSED ON THE HUMAN RESOURCES WEBSITE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -345,871. UNREALIZED LOSS ON INTEREST RATE EXCHANGE AGREEMENT -962,254. CHANGE IN VALUE OF BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS 51,172. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL FUNDS -13,219. CHANGE IN INTEREST IN NET ASSETS OF CONCORDIA UNIVERSITY IRVINE FOUNDATION -216,845. TOTAL TO FORM 990, PART XI, LINE 5: -1,487,017. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS FOR THE AUDIT OF THE FINANCIAL STATEMENTS. | |
| FORM 990, PART V, LINES 1A & 2A | CONCORDIA UNIVERSITY IRVINE AND CONCORDIA UNIVERSITY IRVINE FOUNDATION ARE RELATED NONPROFIT CORPORATIONS UTILIZING A COMMON POOL OF EMPLOYEES. BOTH ORGANIZATIONS FILE A COMMON PAYROLL UNDER CONCORDIA UNIVERSITY IRVINE AND ALL TAX REPORTING IS DONE THROUGH UTILIZING CONCORDIA UNIVERSITY IRVINE AS A COMMON PAYMASTER. THE WAGES AND BENEFITS OF EMPLOYEES OF THE TWO ORGANIZATIONS ARE ACCOUNTED FOR AS EITHER ENTITIES' EXPENSES ON THE STATEMENT OF FUNCTIONAL EXPENSE BASED ON ROLE AND TIME SPENT ON EACH ORGANIZATIONS' ACTIVITIES. | W-2 & 1099 REPORTING |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCORDIA UNIVERSITY IRVINE FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 CONCORDIA WEST | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237326171 | EIN |
| Primary Activities | FUNDRAISING FOR CONCORDIA UNIVERSITY | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCORDIA UNIVERSITY IRVINE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity |
|---|---|---|
| CHARITABLE REMAINDER ANNUITY TRUSTS (2) | ||
| CHARITABLE TRUST | CA | T |
| CHARITABLE REMAINDER UNITRUSTS (6) | ||
| CHARITABLE TRUST | CA | T |
| POOLED TRUSTS (16) | ||
| CHARITABLE TRUST | CA | T |
| NET INCOME WITH MAKEUP CHARITABLE TRUST (2) | ||
| CHARITABLE TRUST | CA | T |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CONCORDIA UNIVERSITY FOUNDATION | ||
| C | 348772 | CASH GRANT |
| CONCORDIA UNIVERSITY FOUNDATION | ||
| N | 991053 | FAIR MARKET VALUE |
| CONCORDIA UNIVERSITY FOUNDATION | ||
| B | 682951 | ACTUAL COST/EXPENSES |