Form 990 for tax year 2024
Filed by CONCORDIA EDUCATION FOUNDATION INC.
Totals
- Total revenue
- $2,952,709
- Total expenses
- $1,110,249
- Contributions and grants received
- $775,414
- Grants paid
- $886,349
- Program service revenue
- $0
- Investment income
- $2,177,295
- Other revenue
- $0
- Total assets, end of year
- $27,925,418
- Total liabilities, end of year
- $6,831,440
- Net assets or fund balances, end of year
- $21,093,978
- Program services expenses (Part IX)
- $886,349
- Management and general expenses
- $184,147
- Fundraising expenses
- $39,753
- Program service expenses (Part III)
- $886,349
Program services were 79.8% 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.
-
1f · All other contributions, gifts and grants
$775,414
-
3 · Investment income
total $437,369 · excluded $437,369
-
7a · Gross sales of assets other than inventory
securities $16,336,092
-
7b · Less cost or other basis and sales expenses
securities $14,596,166
-
7c · Gain or loss
securities $1,739,926
-
7d · Net gain or loss
total $1,739,926 · excluded $1,739,926
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $886,349 · program services $886,349
-
11c · Fees: accounting
total $20,067 · management and general $20,067
-
11f · Fees: investment management
total $106,787 · management and general $106,787
-
24a · Other expenses: SALARY/BENEFIT REIMBURSE
total $56,930 · management and general $56,930
-
24b · Other expenses: PROMOTIONAL/ANNUAL DINNER
total $39,753 · fundraising $39,753
-
24c · Other expenses: EXECUTIVE DIRECTOR EXPENS
total $355 · management and general $355
-
24d · Other expenses: MISCELLANEOUS
total $8 · management and general $8
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $266,391 · end of year $157,577
-
11 · Investments: publicly traded securities
beginning of year $21,687,100 · end of year $27,767,841
-
25 · Other liabilities
beginning of year $2,703,665 · end of year $6,831,440
-
29 · Capital stock, trust principal or current funds
beginning of year $89,114 · end of year $264,699
-
31 · Retained earnings, endowment or other funds
beginning of year $19,160,712 · end of year $20,829,279
Mission and programs · 2024
Mission
THROUGH GOD'S GRACE, THE CONCORDIA EDUCATIONAL FOUNDATION WORKS TO PRESERVE AND GROW FINANCIAL GIFTS FOR CONCORDIA LUTHERAN HIGH SCHOOL TO ENSURE ITS CONTINUED SUPPORT OF THE SCHOOL'S OVERALL OPERATIONS, INDIVIDUAL PROGRAMS AND STUDENTS' FINANCIAL NEED.
-
CONCORDIA EDUCATIONAL FOUNDATION, INC. SHALL EXIST TO PROVIDE FINANCIAL ASSISTANCE FOR QUALIFIED STUDENTS ATTENDING CONCORDIA LUTHERAN HIGH SCHOOL, AND TO PROVIDE FOR THE GENERAL SUPPORT AND EXPANSION OF THE CONCORDIA EDUCATIONAL ASSOCIATION OF FORT WAYNE, INDIANA AND CONCORDIA LUTHERAN HIGH SCHOOL. THE CEF MAY CREATE AND ADMINISTER SPECIAL FUNDS FOR PURPOSES RELATED TO CONCORDIA LUTHERAN HIGH SCHOOL AND ITS STUDENTS AND GRADUATES WHICH SHALL BE ADMINISTERED IN ACCORDANCE WITH SUCH AGREEMENTS AS ARE ENTERED INTO WITH THE DONOR AND ORIGINATOR OF SUCH FUNDS. ALL FINANCIALLY RELATED ACTIVITY OF THE CEF SHALL BE SUBJECT TO THE CURRENT SPENDING POLICIES OF THE CORPORATION.
Expenses $886,349 · Grants $886,349
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
David LupkeDAVID LUPKE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1.25
-
Robert MichaelROBERT MICHAEL
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Dr Ben ClinkenbeardDR BEN CLINKENBEARD
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Craig LinnemeierCRAIG LINNEMEIER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Armando BustmanteARMANDO BUSTMANTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Austin KnoxAUSTIN KNOX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tina BennettTINA BENNETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Davon BultemeierDAVON BULTEMEIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kurt GutmanKURT GUTMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Heidi SwissHEIDI SWISS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Donald LuepkeDONALD LUEPKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marsha HarrisMARSHA HARRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William Berning JrWILLIAM BERNING JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tim DurnellTIM DURNELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Grant GoegleinGRANT GOEGLEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Caleb PattersonCALEB PATTERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kevin RushKEVIN RUSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jacob PennekampJACOB PENNEKAMP
HEAD OF SCHO
- Total calculated
- $0
- Hours/week
- 1
-
Matt KonowMATT KONOW
CHIEF ADVANC
- Total calculated
- $0
- Hours/week
- 20
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.
Grants on this return
-
CONCORDIA LUTHERAN HIGH SCHOOL
$886,349
EDUCATION ASSISTANCE
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.
-
CONCORDIA LUTHERAN HIGH SCHOOL
501C3 · EDUCATION · IN
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 28 October 2025
- IRS schema version
- 2024v5.0
- Source object
- 202543149349304394
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