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Nonprofiteer
← CONCORDIA UNIVERSITY IRVINE

Form 990 for tax year 2022

Filed by CONCORDIA UNIVERSITY IRVINE.

Totals

Total revenue
$109,637,816
Total expenses
$115,100,824
Contributions and grants received
$7,178,148
Grants paid
$30,224,116
Program service revenue
$97,830,687
Investment income
$2,011,705
Other revenue
$2,617,276
Total assets, end of year
$269,302,868
Total liabilities, end of year
$103,308,982
Net assets or fund balances, end of year
$165,993,886
Program services expenses (Part IX)
$92,724,640
Management and general expenses
$22,376,184
Fundraising expenses
$0
Program service expenses (Part III)
$92,724,640

Program services were 80.6% 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

    $224,082

  • 1e · Government grants (contributions)

    $2,102,050

  • 1f · All other contributions, gifts and grants

    $4,852,016

  • 1g · Noncash contributions included above

    $25,850

  • 2a · Program service revenue: TUITION AND FEES

    total $86,435,594 · related or exempt $86,435,594

  • 2b · Program service revenue: AUXILIARY ENTERPRISES

    total $11,395,093 · related or exempt $11,395,093

  • 3 · Investment income

    total $1,905,857 · excluded $1,905,857

  • 6a · Gross rents

    real property $488,620

  • 6b · Less rental expenses

    real property $338,464

  • 6c · Rental income or loss

    real property $150,156

  • 6d · Net rental income or loss

    total $150,156 · excluded $150,156

  • 7a · Gross sales of assets other than inventory

    securities $105,848

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

    securities $0

  • 7c · Gain or loss

    securities $105,848

  • 7d · Net gain or loss

    total $105,848 · excluded $105,848

  • 11a · Other revenue: OTHER REVENUE

    total $2,467,120 · excluded $2,467,120

  • 11e · Other revenue, total

    $2,467,120

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $30,224,116 · program services $30,224,116

  • 5 · Compensation of officers, directors and key employees

    total $1,923,798 · management and general $1,923,798

  • 7 · Other salaries and wages

    total $34,493,729 · program services $31,975,285 · management and general $2,518,444

  • 8 · Pension plan contributions

    total $2,510,879 · program services $2,136,909 · management and general $373,970

  • 9 · Other employee benefits

    total $3,919,399 · program services $3,405,744 · management and general $513,655

  • 10 · Payroll taxes

    total $2,088,192 · program services $1,829,968 · management and general $258,224

  • 11b · Fees: legal

    total $112,443 · management and general $112,443

  • 11c · Fees: accounting

    total $135,753 · management and general $135,753

  • 11f · Fees: investment management

    total $178,057 · management and general $178,057

  • 11g · Fees: other

    total $10,944,783 · program services $7,198,898 · management and general $3,745,885

  • 12 · Advertising and promotion

    total $3,370,997 · program services $2,813,410 · management and general $557,587

  • 13 · Office expenses

    total $200,068 · program services $80,841 · management and general $119,227

  • 14 · Information technology

    total $1,860,907 · program services $559,795 · management and general $1,301,112

  • 16 · Occupancy

    total $3,633,830 · program services $918,680 · management and general $2,715,150

  • 17 · Travel

    total $3,256,582 · program services $3,009,868 · management and general $246,714

  • 19 · Conferences, conventions and meetings

    total $143,370 · program services $135,331 · management and general $8,039

  • 20 · Interest

    total $980,437 · management and general $980,437

  • 22 · Depreciation, depletion and amortization

    total $8,691,646 · program services $4,232,474 · management and general $4,459,172

  • 23 · Insurance

    total $1,383,459 · program services $637,768 · management and general $745,691

  • 24a · Other expenses: OTHER EXPENSE

    total $5,048,379 · program services $3,565,553 · management and general $1,482,826

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,618,735 · end of year $819,574

  • 2 · Savings and temporary cash investments

    beginning of year $29,903,375 · end of year $21,323,842

  • 3 · Pledges and grants receivable

    beginning of year $25,554,575 · end of year $20,666,500

  • 4 · Accounts receivable

    beginning of year $1,696,869 · end of year $4,715,414

  • 5 · Loans and receivables from officers and key people

    beginning of year $200,000

  • 7 · Other notes and loans receivable

    beginning of year $553,831 · end of year $438,947

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,031,749 · end of year $3,792,129

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

    $240,397,335

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

    $90,899,406

  • 10c · Land, buildings and equipment, net

    beginning of year $97,552,543 · end of year $149,497,929

  • 11 · Investments: publicly traded securities

    beginning of year $46,706,780 · end of year $52,109,079

  • 15 · Other assets

    beginning of year $11,801,110 · end of year $15,939,454

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,909,820 · end of year $6,207,092

  • 19 · Deferred revenue

    beginning of year $9,248,422 · end of year $20,520,812

  • 20 · Tax-exempt bond liabilities

    beginning of year $26,556,122 · end of year $25,568,399

  • 23 · Secured mortgages and notes payable

    end of year $42,389,434

  • 25 · Other liabilities

    beginning of year $10,401,646 · end of year $8,623,245

  • 27 · Net assets without donor restrictions

    beginning of year $94,060,954 · end of year $86,807,476

  • 28 · Net assets with donor restrictions

    beginning of year $72,442,603 · end of year $79,186,410

Mission and programs · 2022

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 - DIVISIONAL:INSTRUCTION, INCLUDES GRANTS AND ALLOCATIONS. CONCORDIA UNIVERSITY CURRENTLY HAS 1,285 TRADITIONAL UNDERGRADUATE STUDENTS AND 2,396 NON-TRADITIONAL STUDENTS.

    Expenses $60,363,699 · Grants $30,224,116 · Revenue $86,435,594

  • 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 $25,853,962

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

    Expenses $6,506,979 · Revenue $11,395,093

As filed on the 2022 return.

Listed in Part VII

  • MR RYAN P ERMELING

    BOARD MEMBER - CHAIR

    Total calculated
    $0
    Hours/week
    1

  • RONALD R LEVESQUE

    BOARD MEMBER - CHAIR (TERMED)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DR DAVE J HEMKER

    BOARD MEMBER - VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • REVERND JAMES D HENKELL

    BOARD MEMBER - VICE CHAIR (TERMED)

    Total calculated
    $0
    Hours/week
    1

  • DR STEVEN J BUUCK

    BOARD MEMBER - SECRETARY (TERMED)

    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

  • DR MARY SCOTT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR NEIL COWEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MR CRAIG W OLSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MR H E DURBIN II

    BOARD OF TRUSTEE - ADVISORY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MR MATTHEW FLANDERMEYER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MR MICHAEL MCTHROW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MRS LAURA G HEMMINGER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MRS RACHEL KLITZING

    BOARD MEMBER - ADVISORY

    Total calculated
    $0
    Hours/week
    1

  • MRS XAVRIA SCHWARZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MS CINDY STEINBECK

    BOARD MEMBER (TERMED)

    Total calculated
    $0
    Hours/week
    1

  • MS PAULA MEYER CLELAND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PETER K S LEE

    BOARD MEMBER (TERMED)

    Total calculated
    $0
    Hours/week
    1

  • REV DR MICHAEL E GIBSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • REV GLENN LUCAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • REV JAMES MAXWELL

    BOARD MEMBER - ADVISORY

    Total calculated
    $0
    Hours/week
    1

  • REV MICHAEL R LANGE

    BOARD MEMBER - ADVISORY

    Total calculated
    $0
    Hours/week
    1

  • REV REOGER E SCHLECHTE

    BOARD MEMBER - ADVISORY (TERMED)

    Total calculated
    $0
    Hours/week
    1

  • REV SCOTT C KLEMSZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • REVJASON BREDESON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR MICHAEL A THOMAS

    PRESIDENT

    Total calculated
    $403,846
    From this org
    $273,820
    From related orgs
    $0
    Other
    $130,026
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $203,746
    Bonus
    $0
    Other
    $70,074
    Deferred
    $23,657
    Nontaxable benefits
    $106,369
    Filer's total
    $403,846

  • RONALD VAN BLARCOM

    ASSOCIATE VP & GENERAL COUNSEL

    Total calculated
    $227,544
    From this org
    $192,092
    From related orgs
    $0
    Other
    $35,452
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,796
    Bonus
    $0
    Other
    $2,296
    Deferred
    $18,101
    Nontaxable benefits
    $17,351
    Filer's total
    $227,544

  • TIMOTHY JAEGER

    EXEC. VP FOR UNIVERSITY ADVANCEMENT

    Total calculated
    $217,399
    From this org
    $0
    From related orgs
    $188,751
    Other
    $28,648
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $82,645 related
    Bonus
    $0
    Other
    $0 + $106,106 related
    Deferred
    $0 + $16,307 related
    Nontaxable benefits
    $0 + $12,341 related
    Filer's total
    $0 + $217,399 related

  • PETER SENKBEIL

    SPECIAL ASSISTANT TO THE PRESIDENT

    Total calculated
    $207,288
    From this org
    $168,654
    From related orgs
    $0
    Other
    $38,634
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $122,397
    Bonus
    $0
    Other
    $46,257
    Deferred
    $15,419
    Nontaxable benefits
    $23,215
    Filer's total
    $207,288

  • SCOTT ASHMON

    SENIOR VICE PRESIDENT & PROVOST

    Total calculated
    $202,779
    From this org
    $176,630
    From related orgs
    $0
    Other
    $26,149
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $105,890
    Bonus
    $0
    Other
    $70,740
    Deferred
    $15,655
    Nontaxable benefits
    $10,494
    Filer's total
    $202,779

  • TIMOTHY ODLE

    VP UNIVERSITY OPERATIONS AND ATHLETICS

    Total calculated
    $196,770
    From this org
    $159,409
    From related orgs
    $0
    Other
    $37,361
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $38,746
    Bonus
    $0
    Other
    $120,663
    Deferred
    $14,388
    Nontaxable benefits
    $22,973
    Filer's total
    $196,770

  • STEVEN MUELLER

    CHIEF MISSION OFFICER

    Total calculated
    $189,902
    From this org
    $159,291
    From related orgs
    $0
    Other
    $30,611
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $86,329
    Bonus
    $0
    Other
    $72,962
    Deferred
    $13,209
    Nontaxable benefits
    $17,402
    Filer's total
    $189,902

  • STEVEN STRAUCH

    EXEC VP & CFO

    Total calculated
    $107,739
    From this org
    $97,574
    From related orgs
    $0
    Other
    $10,165
    Hours/week
    40 + 4 related

  • DAMIAN WYMAN

    EXECUTIVE DIRECTOR, GLOBAL PARTNERSHIPS

    Total calculated
    $206,598
    From this org
    $176,573
    From related orgs
    $0
    Other
    $30,025
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,972
    Bonus
    $0
    Other
    $601
    Deferred
    $8,409
    Nontaxable benefits
    $21,616
    Filer's total
    $206,598

  • JOHN KENNEY

    CHEMISTRY FACULTY

    Total calculated
    $188,051
    From this org
    $153,747
    From related orgs
    $0
    Other
    $34,304
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $75,824
    Bonus
    $0
    Other
    $77,923
    Deferred
    $12,059
    Nontaxable benefits
    $22,245
    Filer's total
    $188,051

  • CHERYL SMYTHE-PADGHAM

    ASST. DEAN/DIRECTOR OF NURSING

    Total calculated
    $182,057
    From this org
    $146,309
    From related orgs
    $0
    Other
    $35,748
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,884
    Bonus
    $0
    Other
    $1,425
    Deferred
    $12,798
    Nontaxable benefits
    $22,950
    Filer's total
    $182,057

  • KEN AMMANN

    MENS BASKETBALL HEAD COACH

    Total calculated
    $180,038
    From this org
    $144,750
    From related orgs
    $0
    Other
    $35,288
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,174
    Bonus
    $0
    Other
    $576
    Deferred
    $12,709
    Nontaxable benefits
    $22,579
    Filer's total
    $180,038

  • MEGAN CHRISTENSEN VP

    FOR STUDENT AFFAIRS, DEAN OF STUDENTS

    Total calculated
    $170,533
    From this org
    $146,398
    From related orgs
    $0
    Other
    $24,135
    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
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 $82,788 WHICH IS THE APPROXIMATE ANNUAL RENTAL VALUE OF THE HOUSE IN WHICH THE PRESIDENT RESIDES.

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.

Related corporations and trusts

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

  • CHARITABLE REMAINDER ANNUITY TRUSTS (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
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202421369349318422

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