CONCORDIA EDUCATIONAL FOUNDATION INC (EIN 356033883) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1959

Legal Domicile

Principal Officer

MARK ADAIR

Phone

2604831102

Tax Period

2023-07-01 to 2024-06-30

CONCORDIA EDUCATIONAL FOUNDATION INC, founded in 1959, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 188% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 56% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $523,482

Program Service Revenue $0

Investment Income $1,422,731

Other Revenue $0

TOTAL REVENUE $1,946,213

Expense Breakdown

Grants Paid $582,193

Salaries & Benefits $0

Fundraising Expenses $48,361

Program Expenses $582,193

Other Expenses $266,117

TOTAL EXPENSES $848,310

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,946,213	$676,470	+1.9%
Expenses	$848,310	$962,854	-0.1%
Net Income	$1,097,903	$-286,384	-4.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK ADAIR	PRESIDENT	1.25	Officer Director	$0	$0	$0
ROBERT MICHAEL	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
DAVID LUPKE	SECRETARY	1.00	Officer Director	$0	$0	$0
CRAIG LINNEMEIER	TREASURER	1.00	Officer Director	$0	$0	$0
DR WILLIAM KAMMEYER	DIRECTOR	0.50	Director	$0	$0	$0
DR BEN CLINKENBEARD	DIRECTOR	0.50	Director	$0	$0	$0
LEIGH SMITH	DIRECTOR	0.75	Director	$0	$0	$0
DONALD DORMEIER	DIRECTOR	1.00	Director	$0	$0	$0
KURT GUTMAN	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI SWISS	DIRECTOR	0.75	Director	$0	$0	$0
DONALD LUEPKE	DIRECTOR	0.50	Director	$0	$0	$0
JOHN WICK	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM BERNING JR	DIRECTOR	0.50	Director	$0	$0	$0
TIM DURNELL	DIRECTOR	0.75	Director	$0	$0	$0
GRANT GOEGLEIN	DIRECTOR	0.25	Director	$0	$0	$0
JACOB PENNEKAMP	HEAD OF SCHO	0.25	Director	$0	$0	$0
MATT KONOW	CHIEF ADVANC	20.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,946,213	$848,310	$21,953,491	$1,097,903
2023	$676,470	$962,854	$20,849,120	$-286,384
2022	$2,394,382	$1,028,707	$19,015,491	$1,365,675
2021	$2,428,953	$1,026,278	$17,496,665	$1,402,675
2020	$1,566,816	$1,032,246	$16,066,269	$534,570
2019	$1,039,112	$947,878	$15,912,963	$91,234

CONCORDIA EDUCATIONAL FOUNDATION INC