2011-02-23T11:12:23-07:00 2010-06-30 990 2009-07-01 930771304 CONCORDIA UNIVERSITY FOUNDATION CONC 5032889371 2811 NE Holman Street Portland OR 972116099 Dennis Stoecklin 5034936501 2011-02-23 2009 2016-02-24 21:20:13Z Dennis Stoecklin 2811 NE Holman St Portland OR 97211 2882395 0 X www.cu-portland.edu X 1980 OR The Foundation provides direct fundraising, marketing and public relations support to Concordia University. Contributions raised on behalf of the University are refleted in the financial statements of the Univeristy and are NOT accounted for as part of the Foundations Financial Statements 30 0 23 24 0 0 152266 64962 2106157 2210379 -1021149 469568 59576 59576 1296850 2804485 0 256126 0 0 1558953 1568079 0 0 1608834 559871 667332 2118824 2491537 -821974 312948 8758138 8945856 2368672 2243441 6389466 6702415 The Foundation provides direct fundraising, marketing and public relations support to Concordia University. Contributions raised on behalf of the University are refleted in the financial statements of the Univeristy and are NOT accounted for as part of the Foundations Financial Statements 0 0 256126 256126 2804485 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 256126 1 1 0 0 0 0 0 0 1 1 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 23 1 0 0 0 0 1 0 30 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 OR X Dennis Stoecklin 5034936501 Concordia University Portland OR 97211 Grieg Anderson 0 X 0 0 0 Rich Baek 0 X 0 0 0 Alvin Berg 0 X 0 0 0 Barry Caldwell 0 X 0 0 0 Rick Dillon 0 X 0 0 0 David Eash 0 X 0 0 0 Gloria Edwards 0 X 0 0 0 Ray Guenther 0 X 0 0 0 Diane Gunning 0 X 0 0 0 Lilisa Hall 0 X 0 0 0 Robert Hilken 0 X 0 0 0 Kathleen Hone 0 X 0 0 0 Paul Kelly Jr 0 X 0 0 0 Gerald Koll 0 X 0 0 0 Kenneth Lien 0 X 0 0 0 Thomas Muhly 0 X 0 0 0 Norm Sell 0 X 0 0 0 Carl Talton 0 X 0 0 0 Hide Tanigami 0 X 0 0 0 George Thurston 0 X 0 0 0 Mary Tooze 0 X 0 0 0 Larry Wade 0 X 0 0 0 Andrew White 0 X 0 0 0 Keren Brown Wilson 0 X 0 0 0 Terry Wilson 0 X 0 0 0 Michael Wray 0 X 0 0 0 Rodney Boucher 0 X X 0 0 0 Charles Brondos 0 X X 0 0 0 Charles Schlimpert 40 X X 0 0 0 Dennis Stoecklin 40 X 0 0 0 Gary Withers 40 X X 159467 0 0 159467 0 0 1 0 1 0 0 0 0 0 0 64962 0 64962 Service Contract 611310 2210379 2210379 0 0 0 0 0 0 2210379 469568 469568 0 0 0 0 0 0 0 0 0 0 137486 0 77910 0 59576 0 59576 59576 0 0 0 0 0 0 2804485 2739523 0 0 256126 256126 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1194243 0 305975 888268 110013 0 45606 64407 179495 0 74410 105085 84328 0 23097 61231 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 345374 0 93173 252201 10591 0 0 10591 7689 0 0 7689 0 0 0 0 0 0 0 0 102826 0 28758 74068 0 0 0 0 0 0 0 0 5500 0 0 5500 0 0 0 0 0 0 0 0 0 0 0 0 Professional Research 42337 0 0 42337 Contracted Services 39813 0 32918 6895 Consulting 52342 0 0 52342 Hospitality off Campus 14879 0 14879 0 Miscellaneous 45981 0 7761 38220 0 0 0 0 2491537 256126 626577 1608834 1193754 321036 0 0 504000 502000 400929 147428 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4965016 6154569 1694439 1820823 8758138 8945856 0 0 0 0 0 0 0 0 0 0 0 0 657220 417220 0 0 1711452 1826221 2368672 2243441 X 144904 144904 253049 500817 5991513 6056694 6389466 6702415 8758138 8945856 X 1 1 1 X 0 X 233935 151043 136874 152266 64962 739080 0 0 0 0 0 0 0 0 0 0 0 0 233935 151043 136874 152266 64962 739080 0 739080 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 739080 0 1 1 X Concordia University Foundation receives its support from the general public, and is operated exclusively to make expenditures for the benefit of Concordia University. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5991513 54332 10849 0 0 0 6056694 5839247 152266 0 0 0 0 5991513 0 1 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 Marketable Securities 4957860 F Real Estate 1196709 F 6154569 Interest Receivable 11991 Assets held in charitable remainder trusts 1808832 1820823 0 Obligations under charitable gift annuity agreements 17389 Liablities associated with charitable remainder trusts 1808832 1826221 2804485 2491537 312948 0 0 0 0 0 0 312948 2804485 0 0 0 0 0 2804485 0 0 0 2804485 2491537 0 0 0 0 0 2491537 0 0 0 2491537 SchD_P05_S00_L04 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. SchD_P10_S00_L00 Schedule D, Part X Endowment funds are used for the sole purpose of providing financial support to Concordia University, Portland, Oregon. Reconciliation of change in net assets - $18,871 Present value adjustment to annuities payable 1 Concordia University 2811 NE Holman St Portland OR 97211 930391563 501(c)3 256126 0 Student Scholarships and other assistance 1 1 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Concordia University is the sole recipient of grants from Concordia University Foundation. X X 0 0 0 0 0 0 0 0 0 Gary Withers 159467 0 0 0 0 0 0 0 0 0 159467 0 159467 0 F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 The Form 990 was provided to Finance Committee which also serves as the audit committee, F990_P06_S0B_L12c 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. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The documents are available to the general public upon written request.