2026-05-15T18:44:40-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2050 MAIN STREET SUITE 700 IRVINE CA 92614 990 2024-07-01 237326171 CONCORDIA UNIVERSITY IRVINE FOUNDATION CONC 9492143123 1530 CONCORDIA WEST IRVINE CA 926123203 FRANCENE LAPOINT CHIEF FINANCIAL OFFICER 9492143123 2026-05-15 1 1 QI WEN LIANG P01270238 9492214000 2024 2025-03-06 01:10:19Z DR MICHAEL A THOMAS 1530 CONCORDIA WEST IRVINE CA 926123203 2131222 0 X WWW.CUI.EDU X 1973 CA CONCORDIA UNIVERSITY FOUNDATION IS AN EXEMPT ORGANIZATION CREATED FOR THE BENEFIT (SEE SCHEDULE O) OF CONCORDIA UNIVERSITY WITH THE PURPOSE OF SOLICITING, RECEIVING, AND DISTRIBUTING FUNDS TO CONCORDIA UNIVERSITY. 33 33 0 50 0 0 1247484 2013676 0 0 0 0 -169790 -207949 1077694 1805727 1061782 648969 0 0 1353872 1389377 0 0 0 757218 867485 3172872 2905831 -2095178 -1100104 6542278 6537610 143729 395111 6398549 6142499 THE MISSION OF THE CONCORDIA UNIVERSITY FOUNDATION IS TO RAISE RESOURCES FOR THE GLORY OF GOD TO ADVANCE THE MISSION OF CONCORDIA UNIVERSITY IRVINE. 0 0 2696594 648969 0 CONCORDIA UNIVERSITY FOUNDATION MAINTAINS A DATABASE OF 80,000 RECORDS, WHICH INCLUDES OVER 55,000 DONORS, COMPANIES, AND CHURCHES, 25,000 ALUMNI, AND OVER 1,500 PARENTS OF CURRENT STUDENTS. THE METHODS USED TO GENERATE CONTRIBUTIONS ARE DIRECT MAIL, PHONATHONS, PERSONAL VISITS, PUBLIC AND PRIVATE EVENTS, DONOR STEWARDSHIP, AND STRATEGIC MARKETING INITIATIVES. 2696594 1 1 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X BRANDON WHEATLEY 9492143123 1530 CONCORDIA WEST IRVINE CA 92612 HE DURBIN II TRUSTEE - CHAIRMAN 1.00 0.00 X X 0 0 0 CHRIS POND TRUSTEE - VICE CHAIRMAN 1.00 0.00 X X 0 0 0 CHERYL M KEITHLY TRUSTEE - SECRETARY 1.00 0.00 X X 0 0 0 PAUL A SCHROEDER TRUSTEE - TREASURER 1.00 0.00 X X 0 0 0 PAUL BELDEN TRUSTEE 1.00 0.00 X 0 0 0 RONN C CORNELIUS TRUSTEE 1.00 0.00 X 0 0 0 GARTH K FLINT TRUSTEE 1.00 0.00 X 0 0 0 PAMELA FRESE WADE TRUSTEE 1.00 0.00 X 0 0 0 RAMSEY ISRAWI TRUSTEE 1.00 0.00 X 0 0 0 CATHY JOECKEL TRUSTEE 1.00 0.00 X 0 0 0 SARAH JOHNSON TRUSTEE 1.00 0.00 X 0 0 0 DAVID LEICHTFUSS TRUSTEE 1.00 0.00 X 0 0 0 RONALD R LEVESQUE TRUSTEE 1.00 0.00 X 0 0 0 LEANN L LUCHINGER TRUSTEE 1.00 0.00 X 0 0 0 DIANNE SCHAUTSCHICK TRUSTEE 1.00 0.00 X 0 0 0 E STEVEN SONNENBERG TRUSTEE 1.00 0.00 X 0 0 0 DONNA THIESSEN TRUSTEE 1.00 0.00 X 0 0 0 JAMES N VITALE TRUSTEE 1.00 0.00 X 0 0 0 PAM WHEELER TRUSTEE 1.00 0.00 X 0 0 0 KIM ALSOP TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 MICHAEL D ANTONOVICH TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 LONDA L BORER-SKOV PHD TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 RUSSEL CAMPBELL TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 RUTH E DENAULT TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 ROBERT ODLE TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 GREGORY E PREUSS TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 CAROL SCHROEDER WOLD TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 JOHN STUEVE TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 J DAVID THEIS JR TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 JO VOERTMAN TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 RICHARD J WENDT TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 ELDRED G WOLF TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 HOWARD R WORTHINGTON TRUSTEE (LIFETIME MEMBER) 1.00 0.00 X 0 0 0 DR MICHAEL A THOMAS PRESIDENT 4.00 40.00 X 0 219958 123386 STEVEN STRAUCH EXECUTIVE VP & CFO (THRU 09/24) 4.00 40.00 X 0 188216 105438 TIMOTHY JAEGER - EXECUTIVE VP FOR UNIVERSITY ADVANCEMENT 40.00 4.00 X 0 75005 142816 FRANCENE LAPOINT EXECUTIVE VP & CFO (AS OF 11/24) 4.00 40.00 X 0 17506 2343 0 500685 373983 0 0 1 0 0 544824 5000 792880 670972 18700 2013676 109606 544824 325495 -215889 -215889 MISCELLANEOUS INCOME 900099 7940 7940 7940 1805727 0 0 -207949 252317 252317 396652 396652 240226 240226 879241 879241 82880 82880 137632 137632 49398 49398 41000 41000 43187 43187 200016 198835 1181 69506 63445 6061 1924 1202 722 134525 21662 112863 854 854 370489 370489 2615 2615 OTHER EXPENSES 3369 3369 2905831 2696594 209237 0 3000 6666 5805817 5805817 733461 725127 6542278 6537610 143729 395111 143729 395111 X 6114998 5098048 283551 1044451 6398549 6142499 6542278 6537610 X -1100104 600071 243983 X 0 0 0 X X 1 CONCORDIA UNIVERSITY IRVINE 952798775 2 1 252317 0 1 252317 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION B, LINE 1: CONCORDIA IRVINE UNIVERSITY EFFECTIVELY OPERATED, SUPERVISED OR CONTROLLED THE ORGANIZATION'S ACTIVITIES BY APPOINTING THE VP OF UNIVERSITY OF ADVANCEMENT, WHO SERVES AS THE EXECUTIVE DIRECTOR OF THE FOUNDATION; CARRYING OUT A COLLEGIAL WORKING RELATIONSHIP BETWEEN THE BOARDS, INCLUDING JOINT MEETINGS, MEMBERS OF BOTH BOARDS SERVING ON SUBCOMMITTEES TOGETHER, AND THE CHAIR OF EACH BOARD SERVING EX-OFFICIO ON THE OTHER BOARD; PAYING SALARIES AND BENEFITS FOR ALL FOUNDATION STAFF; ALLOCATING THE UNIVERSITY BUDGET TO INCLUDE THE ACTIVITIES OF THE FOUNDATION; AND EXERCISING THE AUTHORITY OF THE UNIVERSITY PRESIDENT, VP OF ADVANCEMENT, AND TWO OTHER UNIVERSITY VPS TO SIGN FOUNDATION DOCUMENTS NEEDED TO CONDUCT BUSINESS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5723042 1200000 4523042 6784824 1061782 5723042 7008902 224078 6784824 7043797 983127 -781582 236440 7008902 5725397 8100 1483766 173464 7043797 0.00000 0.74763 0.25237 0 1 1 0 ENDOWMENT INVESTMENT ASSETS HELD BY THE UNIVERSITY 5805817 F 5805817 FUTURE INTEREST IN RESIDENCE 650693 BENEFICIAL INTEREST IN SPLIT INTEREST AGREEMENTS 74434 725127 PART V, LINE 4: THE CONCORDIA FOUNDATION'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. GALA OF STARS 463838 435883 27955 127 38870 101574 60787 EAGLE GOLF CLASSIC 190592 108941 81651 124042 95 654430 544824 109606 127 162912 95 101574 60787 325495 -215889 1 CONCORDIA UNIVERSITY IRVINE 1530 CONCORDIA WEST IRVINE CA 926123203 952798775 501(C)(3) 252317 0 GENERAL SUPPORT 1 0 CALOPTIMA GRANT - TUITION DISCOUNT 29 396652 PART I, LINE 2: CONCORDIA UNIVERSITY IRVINE FOUNDATION (CUIF) AND CONCORDIA UNIVERSITY IRVINE (CUI) ARE RELATED ORGANIZATIONS AND WORK CLOSELY TO ONE ANOTHER. THE USE OF GRANTS CAN BE MONITORED THROUGH INTERCOMPANY MEANS. CUIF OFFERS SCHOLARSHIPS AND GRANTS TO QUALIFIED STUDENTS TO HELP REDUCE THEIR OUT-OF-POCKET TUITION COSTS UNDER THE CALOPTIMA GRANT. 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 UNIVERSITY OR BY DONORS OF RESTRICTED FUNDS. THE FINANCIAL AID OFFICE IS ACCOUNTABLE FOR MONITORING AND DISBURSING ALL FINANCIAL ASSISTANCE TO STUDENT ACCOUNTS. 0 0 0 0 0 0 0 0 0 DR MICHAEL A THOMAS PRESIDENT 0 218984 0 0 0 974 0 27687 0 95699 0 343344 0 0 STEVEN STRAUCH EXECUTIVE VP & CFO (THRU 09/24) 0 188216 0 0 0 0 0 0 0 105438 0 293654 0 0 TIMOTHY JAEGER - EXECUTIVE VP FOR UNIVERSITY ADVANCEMENT 0 73699 0 0 0 1306 0 18692 0 124124 0 217821 0 0 PART I, LINE 3 COMPENSATION DECISIONS FOR CONCORDIA UNIVERSITY IRVINE (FEIN: 95-2798775) 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. CONCORDIA UNIVERSITY IRVINE USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE PRESIDENT: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. LORI JAEGAR SPOUSE OF TIM JAEGER, OFFICER 100819 SALARY 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF REGENTS ASSIGNS AUTHORITY TO THE FINANCE COMMITTEE TO PERFORM A REVIEW OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN THEIR CAPACITY AS REGENTS, THE MEMBERS OF THE BOARD OF CONCORDIA UNIVERSITY IRVINE FOUNDATION MUST ACT AT ALL TIMES IN THE BEST INTEREST OF THE FOUNDATION. ALL ACTUAL AND POTENTIAL CONFLICTS OF INTEREST SHALL BE DISCLOSED BY BOARD MEMBERS TO THE APPROPRIATE PERSONNEL WITHIN THE FOUNDATION 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 C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND RELATED INFORMATION ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS -8,334. GRANT TO CONCORDIA UNIVERSITY IRVINE 252,317. CONCORDIA UNIVERSITY IRVINE 1530 CONCORDIA WEST IRVINE CA 92612 952798775 EDUCATIONAL INSTITUTION CA 501(C)(3) LINE 2 N/A 0 CHARITABLE REMAINDER ANNUITY TRUST (3) CHARITABLE TRUST CA T 0 CHARITABLE REMAINDER UNITRUST (7) CHARITABLE TRUST CA T 0 POOLED TRUST (1) CHARITABLE TRUST CA T 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 CONCORDIA UNIVERSITY IRVINE B 252317 CASH CONCORDIA UNIVERSITY IRVINE O 1399568 FMV