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Nonprofiteer
← CONCORDIA UNIVERSITY IRVINE

Form 990 for tax year 2023

Filed by CONCORDIA UNIVERSITY IRVINE.

Totals

Total revenue
$113,792,746
Total expenses
$120,608,495
Contributions and grants received
$16,702,136
Grants paid
$31,242,427
Program service revenue
$98,374,221
Investment income
-$2,885,485
Other revenue
$1,601,874
Total assets, end of year
$254,177,426
Total liabilities, end of year
$88,997,523
Net assets or fund balances, end of year
$165,179,903
Program services expenses (Part IX)
$97,521,090
Management and general expenses
$23,065,165
Fundraising expenses
$22,240
Program service expenses (Part III)
$97,521,090

Program services were 80.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $1,061,782

  • 1e · Government grants (contributions)

    $9,536,451

  • 1f · All other contributions, gifts and grants

    $6,103,903

  • 2a · Program service revenue: TUITION AND FEES

    total $87,113,194 · related or exempt $87,113,194

  • 2b · Program service revenue: AUXILIARY ENTERPRISES

    total $11,261,027 · related or exempt $11,261,027

  • 3 · Investment income

    total $381,176 · excluded $381,176

  • 6a · Gross rents

    real property $1,403,573

  • 6b · Less rental expenses

    real property $256,394

  • 6c · Rental income or loss

    real property $1,147,179

  • 6d · Net rental income or loss

    total $1,147,179 · excluded $1,147,179

  • 7a · Gross sales of assets other than inventory

    securities $12,911,981 · other assets $4,414,810

  • 7b · Less cost or other basis and sales expenses

    securities $12,861,752 · other assets $7,731,700

  • 7c · Gain or loss

    securities $50,229 · other assets -$3,316,890

  • 7d · Net gain or loss

    total -$3,266,661 · excluded -$3,266,661

  • 11a · Other revenue: OTHER REVENUE

    total $454,695 · excluded $454,695

  • 11e · Other revenue, total

    $454,695

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $31,242,427 · program services $31,242,427

  • 5 · Compensation of officers, directors and key employees

    total $2,424,253 · management and general $2,424,253

  • 6 · Compensation of disqualified persons

    total $90,503 · program services $90,503

  • 7 · Other salaries and wages

    total $35,319,274 · program services $33,007,985 · management and general $2,292,070 · fundraising $19,219

  • 8 · Pension plan contributions

    total $2,394,328 · program services $2,041,417 · management and general $352,911

  • 9 · Other employee benefits

    total $4,724,895 · program services $3,925,805 · management and general $799,090

  • 10 · Payroll taxes

    total $2,193,019 · program services $1,944,501 · management and general $248,190 · fundraising $328

  • 11b · Fees: legal

    total $104,915 · management and general $104,915

  • 11c · Fees: accounting

    total $193,105 · management and general $193,105

  • 11f · Fees: investment management

    total $981,863 · management and general $981,863

  • 11g · Fees: other

    total $13,533,294 · program services $8,993,710 · management and general $4,538,061 · fundraising $1,523

  • 12 · Advertising and promotion

    total $4,105,961 · program services $3,115,155 · management and general $989,636 · fundraising $1,170

  • 13 · Office expenses

    total $219,614 · program services $99,266 · management and general $120,348

  • 14 · Information technology

    total $1,402,693 · program services $357,182 · management and general $1,045,511

  • 16 · Occupancy

    total $4,488,432 · program services $1,794,897 · management and general $2,693,535

  • 17 · Travel

    total $3,365,922 · program services $3,278,960 · management and general $86,962

  • 19 · Conferences, conventions and meetings

    total $104,923 · program services $98,394 · management and general $6,529

  • 20 · Interest

    total $2,554,876 · management and general $2,554,876

  • 22 · Depreciation, depletion and amortization

    total $7,147,299 · program services $4,887,552 · management and general $2,259,747

  • 23 · Insurance

    total $899,367 · management and general $899,367

  • 24a · Other expenses: PROGRAM ACTIVITY

    total $877,516 · program services $858,191 · management and general $19,325

  • 24b · Other expenses: CREDIT CARD ACCRUAL ACC

    total $616,865 · program services $534,682 · management and general $82,183

  • 24c · Other expenses: SPORT EQUIPMENT AND SUP

    total $495,732 · program services $495,732

  • 24d · Other expenses: RESTRICTED SPENDING

    total $346,044 · program services $346,044

  • 24e · All other expenses

    total $781,375 · program services $408,687 · management and general $372,688

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $819,574 · end of year $2,172,783

  • 2 · Savings and temporary cash investments

    beginning of year $21,323,842 · end of year $6,993,381

  • 3 · Pledges and grants receivable

    beginning of year $20,666,500 · end of year $15,305,416

  • 4 · Accounts receivable

    beginning of year $4,715,414 · end of year $2,985,092

  • 5 · Loans and receivables from officers and key people

    beginning of year $800,000 · end of year $800,000

  • 7 · Other notes and loans receivable

    beginning of year $438,947 · end of year $236,014

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,792,129 · end of year $2,499,804

  • 10a · Land, buildings and equipment: cost or other basis

    $240,717,315

  • 10b · Land, buildings and equipment: accumulated depreciation

    $98,006,904

  • 10c · Land, buildings and equipment, net

    beginning of year $149,497,929 · end of year $142,710,411

  • 11 · Investments: publicly traded securities

    beginning of year $52,109,079 · end of year $68,876,529

  • 15 · Other assets

    beginning of year $15,139,454 · end of year $11,597,996

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,207,092 · end of year $3,576,245

  • 19 · Deferred revenue

    beginning of year $20,520,812 · end of year $11,228,310

  • 20 · Tax-exempt bond liabilities

    beginning of year $25,568,399 · end of year $24,531,728

  • 23 · Secured mortgages and notes payable

    beginning of year $42,389,434 · end of year $42,380,404

  • 25 · Other liabilities

    beginning of year $8,623,245 · end of year $7,280,836

  • 27 · Net assets without donor restrictions

    beginning of year $86,807,476 · end of year $80,335,909

  • 28 · Net assets with donor restrictions

    beginning of year $79,186,410 · end of year $84,843,994

Mission and programs · 2023

Mission

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.

  • INSTRUCTION AND INSTITUTIONAL SUPPORT:INSTRUCTION INCLUDES GRANTS AND ALLOCATIONS. CONCORDIA UNIVERSITY CURRENTLY HAS 1,275 TRADITIONAL UNDERGRADUATE STUDENTS AND 2,304 NONTRADITIONAL STUDENTS.

    Expenses $53,443,417 · Grants $31,242,427 · Revenue $87,113,194

  • 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.

    Expenses $27,951,079

  • AUXILIARY SERVICES: AUXILIARY ENTERPRISES AT CONCORDIA ARE GENERALLY COMPRISED OF RESIDENCE HALLS, A DINING HALL, AND A SNACK SHOP.

    Expenses $16,126,594 · Revenue $11,261,027

As filed on the 2023 return.

Listed in Part VII

  • MR RYAN P ERMELING

    BOARD MEMBER - CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DR DAVE J HEMKER

    BOARD MEMBER - VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MR ANTHONY HARNACK

    BOARD MEMBER - SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DR JEFFREY BEAVERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • REV JASON BREDESON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR NEIL COWEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MR MATTHEW FLANDERMEYER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • REV DR MICHAEL E GIBSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MRS LAURA G HEMMINGER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • REV SCOTT C KLEMSZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MS PAULA MEYER CLELAND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MR CRAIG W OLSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • REV GLENN LUCAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MR MICHAEL MCTHROW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MRS XAVRIA SCHWARZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR MARY SCOTT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR MICHAEL A THOMAS

    PRESIDENT

    Total calculated
    $300,413
    From this org
    $181,756
    From related orgs
    $0
    Other
    $118,657
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $180,782
    Bonus
    $0
    Other
    $974
    Deferred
    $24,462
    Nontaxable benefits
    $94,195
    Filer's total
    $300,413

  • RONALD VAN BLARCOM

    ASSOCIATE VP & GENERAL COUNSEL

    Total calculated
    $233,278
    From this org
    $197,555
    From related orgs
    $0
    Other
    $35,723
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,259
    Bonus
    $0
    Other
    $2,296
    Deferred
    $18,705
    Nontaxable benefits
    $17,018
    Filer's total
    $233,278

  • STEVEN STRAUCH

    EXECUTIVE VP & CFO

    Total calculated
    $233,649
    From this org
    $207,315
    From related orgs
    $0
    Other
    $26,334
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,315
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $26,334
    Filer's total
    $233,649

  • TIMOTHY JAEGER - EXECUTIVE VP

    FOR UNIVERSITY ADVANCEMENT

    Total calculated
    $203,728
    From this org
    $73,863
    From related orgs
    $0
    Other
    $129,865
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $72,557
    Bonus
    $0
    Other
    $1,306
    Deferred
    $17,142
    Nontaxable benefits
    $112,723
    Filer's total
    $203,728

  • SCOTT ASHMON

    SENIOR VICE PRESIDENT & PROVOST

    Total calculated
    $189,873
    From this org
    $97,256
    From related orgs
    $0
    Other
    $92,617
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $96,517
    Bonus
    $0
    Other
    $739
    Deferred
    $16,939
    Nontaxable benefits
    $75,678
    Filer's total
    $189,873

  • PETER SENKBEIL

    SPECIAL ASSISTANT TO THE PRESIDENT

    Total calculated
    $187,234
    From this org
    $101,096
    From related orgs
    $0
    Other
    $86,138
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $99,839
    Bonus
    $0
    Other
    $1,257
    Deferred
    $15,813
    Nontaxable benefits
    $70,325
    Filer's total
    $187,234

  • STEVEN MUELLER

    CHIEF MISSION OFFICER

    Total calculated
    $181,605
    From this org
    $67,247
    From related orgs
    $0
    Other
    $114,358
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $66,285
    Bonus
    $0
    Other
    $962
    Deferred
    $14,489
    Nontaxable benefits
    $99,869
    Filer's total
    $181,605

  • TIMOTHY ODLE - VP UNIVERSITY

    OPERATIONS AND ATHLETICS

    Total calculated
    $205,824
    From this org
    $45,465
    From related orgs
    $0
    Other
    $160,359
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $44,801
    Bonus
    $0
    Other
    $664
    Deferred
    $15,196
    Nontaxable benefits
    $145,163
    Filer's total
    $205,824

  • MEGAN CHRISTENSEN BOUSLAUGH

    VP FOR STUDENT AFFS, DEAN OF STUDENTS

    Total calculated
    $177,843
    From this org
    $153,979
    From related orgs
    $0
    Other
    $23,864
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,530
    Bonus
    $0
    Other
    $449
    Deferred
    $13,067
    Nontaxable benefits
    $10,797
    Filer's total
    $177,843

  • CRYSTAL ROSENTHAL

    ASSOC. VP OF ATHLETICS

    Total calculated
    $158,446
    From this org
    $136,934
    From related orgs
    $0
    Other
    $21,512
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,749
    Bonus
    $0
    Other
    $185
    Deferred
    $11,256
    Nontaxable benefits
    $10,256
    Filer's total
    $158,446

  • STEVE JIN

    VP OF ENROLLMENT SERVICES

    Total calculated
    $152,663
    From this org
    $131,868
    From related orgs
    $0
    Other
    $20,795
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,400
    Bonus
    $0
    Other
    $468
    Deferred
    $1,350
    Nontaxable benefits
    $19,445
    Filer's total
    $152,663

  • GEORGE ALLEN - ASSOC VP OF

    MARKETING & STRATEGIC COMMUNICATIONS

    Total calculated
    $148,087
    From this org
    $112,789
    From related orgs
    $0
    Other
    $35,298
    Hours/week
    40

  • DAMIAN WYMAN - EXECUTIVE

    DIRECTOR, GLOBAL PARTNERSHIPS

    Total calculated
    $312,709
    From this org
    $275,689
    From related orgs
    $0
    Other
    $37,020
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,088
    Bonus
    $0
    Other
    $601
    Deferred
    $12,036
    Nontaxable benefits
    $24,984
    Filer's total
    $312,709

  • CHERYL SMYTHE-PADGHAM

    ASSISTANT DEAN/DIRECTOR OF NURSING

    Total calculated
    $193,502
    From this org
    $155,596
    From related orgs
    $0
    Other
    $37,906
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,171
    Bonus
    $0
    Other
    $1,425
    Deferred
    $12,914
    Nontaxable benefits
    $24,992
    Filer's total
    $193,502

  • KEN AMMANN

    MENS BASKETBALL HEAD COACH

    Total calculated
    $173,209
    From this org
    $135,756
    From related orgs
    $0
    Other
    $37,453
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,180
    Bonus
    $0
    Other
    $576
    Deferred
    $12,838
    Nontaxable benefits
    $24,615
    Filer's total
    $173,209

  • MARY WOOLFOLK

    CONTROLLER (THRU 06/23)

    Total calculated
    $146,521
    From this org
    $132,122
    From related orgs
    $0
    Other
    $14,399
    Hours/week
    40

  • JENNIFER DAHL

    ASSISTANT DIRECTOR OF NURSING

    Total calculated
    $145,789
    From this org
    $132,734
    From related orgs
    $0
    Other
    $13,055
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE PRESIDENT OF THE UNIVERSITY RESIDES IN CAMPUS PROVIDED HOUSING YEAR ROUND. THE VALUE ASSOCIATED WITH THE HOUSING PROVIDED TO THE PRESIDENT IS $71,994 WHICH IS THE APPROXIMATE ANNUAL RENTAL VALUE OF THE HOUSE IN WHICH THE PRESIDENT RESIDES. THE UNIVERSITY ALSO PROVIDED A HOUSING ALLOWANCE TO THE FOLLOWING INDIVIDUALS, THE VALUE OF WHICH WAS TREATED AS A NONTAXABLE BENEFIT: TIMOTHY ODLE - $119,990 TIMOTHY JAEGER - $99,996 STEVEN MUELLER - $80,002 SCOTT ASHMON - $65,000 PETER SENKBEIL - $45,006

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CONCORDIA IRVINE HOLDINGS LLC

    FACILITY MANAGEMENT · CA · income $1,073,555 · assets $1,841,610

    Directly controlled by CONCORDIA UNIVERSITY IRVINE

  • FORTUNE AND PENNSYLVANIA LLC

    REAL ESTATE HOLDINGS · CA · income $0 · assets $0

    Directly controlled by CONCORDIA UNIVERSITY IRVINE

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER ANNUITY TRUST (2)

    T · CHARITABLE TRUST · CA

  • CHARITABLE REMAINDER UNITRUSTS (6)

    T · CHARITABLE TRUST · CA

  • POOLED TRUSTS (16)

    T · CHARITABLE TRUST · CA

  • NET INCOME WITH MAKEUP CHARITABLE TRUST (2)

    T · CHARITABLE TRUST · CA

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202531359349318178

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