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Concordia University Irvine

 1530 Concordia West
 Irvine, CA 92612
[P] (949) 214-3187
[F] (949) 214-3187
[email protected]
Michael Bergler
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names Christ College Irvine (1993)
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-2798775 --


Mission StatementMORE »

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

Mission Statement

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

FinancialsMORE »

Fiscal Year 2020
Projected Expenses $87,000,000.00
Projected Revenue $91,000,000.00

ProgramsMORE »

  • Program 1

Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Mission Statement

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

Background Statement

Concordia University Irvine is a USNews Top Tier Regional University that prepares its approximately 4,300 students for their vocations—their calling in life. CUI offers undergraduate, graduate, doctoral, and adult degree programs in a beautiful Southern California location, with online and regional cohort options. Concordia’s undergraduate program is distinctive among universities in California because of the University’s innovative and engaging Core Curriculum, and its Lutheran heritage that provides a thoughtful and caring Christian community that lives out "Grace Alone. Faith Alone." Founded in 1972, and opening its doors to students in 1976, as Christ College Irvine, the campus overlooks the City of Irvine from its vantage point in the Turtle Rock community.

Impact Statement

Our student body is comprised of approximately 4,300 students—roughly 1,600 undergraduates study at the Irvine campus, while 2,700 are adult learners or graduate students who are learning online or in regional cohorts. 98% of our students receive financial aid. A wide range of undergraduate majors, as well as over one dozen masters programs and our new Doctor of Education in Educational Leadership, prepare students for their vocation – their calling in life. Our robust student life programs, religious life and chapel services, nationally ranked athletic teams, vibrant performing arts offerings and community programs complement the nationally recognized Core curriculum and access to faculty to create the Concordia Experience. 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.

Needs Statement

Ensuring student access and affordability to a quality Christian education will always be top of mind to the wonderful donors and friends of Concordia University Irvine. 98% of our students receive financial aid. Getting students to campus is just the first step. Access to our stellar programs is what will keep a student at Concordia. Funds, therefore, are needed to enhance the Concordia Experience through technology, academic resources, music instruments, athletic equipment, and much more.

CEO Statement


Board Chair Statement


Other Ways to Donate/Volunteer

Concordia University Irvine accepts donations of time, talent and treasure. For more information visit Specifically, checks payable to Concordia University Irvine may be mailed to: University Advancement, Concordia University Irvine, 1530 Concordia West, Irvine, CA 92612 Gifts may be made online at, or call (949) 214-3186. In kind gifts may also be accepted. Examples include library books, music instruments, athletic equipment, classroom or lab equipment/technology, and special items that may be used as Gala auction items. Please call (949) 214-3186 to see if your in kind donation would benefit our students.To volunteer for one of our special events, please call (949) 214-3183. Academic departments and student life departments also rely on volunteers. Please call to see where your gifts and talents can be best matched.

Geographic Area Served

Central Orange County
West Orange County
South Orange County
North Orange County
Concordia University Irvine serves students from all 50 states and several countries. A large percentage of our students come from Orange County, and the vast majority of our undergraduate students live in Southern California and the Western states.

Organization Categories

  1. Education - Higher Education
  2. Religion- Related - Religion-Related NEC
  3. Education - Undergraduate Colleges



Program 1

Concordia University Irvine is a comprehensive university offering bachelor's, master's, doctoral programs. To complement the classroom experience we have robust co-curricular activities including the arts, athletics and student life programs.

Undergraduate - CUI offers 20 undergraduate majors and 50 specializations, enhanced by honors programs and study abroad opportunities. Concordia’s liberal arts Core Curriculum is a cornerstone of the undergraduate academic experience.
Graduate - CUI offers master’s degrees in Business Administration, International Studies, Coaching and Athletic Administration, Education, Nursing and Theology, and a Doctorate degree in Education.
Adult Degree Programs - CUI offers adult undergraduate degrees in Applied Liberal Arts, Business Administration & Leadership, and Organizational Psychology.
Student Life: CUI offers 21 competitive and highly ranked sports teams, a full schedule of music and theatre programs, and over forty student clubs and organizations. Our campus has comfortable accommodations, and Irvine has routinely ranked as one of the nation’s safest cities.
Budget  $85,455,828.00
Category  Education, General/Other Postsecondary Education
Population Served Adults
Program Short-Term Success 

Concordia’s May 2017 Commencement boosted the alumni population by nearly 1700 Eagles.  The alumni population now exceeds 17,000, with nearly 2/3 of those graduating in the last ten years.  

Program Long-Term Success  The Chronicle of Higher Education named Concordia University Irvine as one of the nation’s fastest growing universities. While most of this growth is in the adult, graduate and online populations, Concordia University Irvine remains committed to its Lutheran Christian heritage, espousing Faithfulness and Excellence in the undergraduate program. As part of our growth, CUI has a strategic plan to meet eleven strategic priorities under the themes of Academic Enterprise, Student Experience, Institutional Identity and Institutional Operations.
Program Success Monitored By 

Concordia University Irvine is Accredited by these organizations:

-Western Association of Schools and Colleges

-Commission on Collegiate Nursing Education

-Commission on Accreditation of Athletic Training Education

-California Commission on Teacher Credentialing

Examples of Program Success  --


CEO/Executive Director Mr. Tim Jaeger CFRE
CEO Term Start 2009
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
Mr. Stephen Christensen 2000 2008

Senior Staff

Name Title Experience/Biography
Mr. Tim Jaeger EVP University Advancement --
Dr. Kurt Krueger President --
Dr. Gary McDaneil COO --
Dr. Peter Senkbeil Provost --
Mr. Kevin Tilden CFO --


Award Awarding Organization Year
10 Year Accreditation Western Association of Schools and Colleges 2014


Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --



Staff Information

Number of Full Time Staff 352
Number of Part Time Staff 773
Number of Volunteers 300
Number of Contract Staff 264
Staff Retention Rate % --
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 46
Asian American/Pacific Islander: 97
Caucasian: 830
Hispanic/Latino: 77
Native American/American Indian: 4
Other: 71
Other (if specified): Other or declined to state
Gender Female: 624
Male: 501
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Under Development
Years Strategic Plan Considers --
Management Succession Plan --
Organization Policies And Procedures --
Business Continuity of Operations Plan --

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy --
Document Destruction Policy --
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses


CEO Comments


Foundation Comments



Board Chair Mr. H.E. Durbin II
Board Chair Company Affiliation Thrivent Financial
Board Chair Term May 2016 - May 2021
Board Co-Chair Mr. David Leichtfuss
Board Co-Chair Company Affiliation Broadview Mortgage
Board Co-Chair Term May 2016 - May 2020

Board Members

Name Company Affiliations Status
Mr. Robert Bein RBF Consulting Voting
Mr. Ronn Cornelius Montaku TriGuard Funds Voting
Mr. H.E. Durbin II Thrivent Financial Voting
Mr. Fernando Eiroa Palace Entertainment Voting
Mrs. Pamela Frese Wade Pamela Wade Consulting Voting
Dr. David Hemker Lam Research Corporation Voting
Ms. Catherine Joeckel Community Volunteer Voting
Mrs. Cheryl Keithly Keithly-Williams Seeds Voting
Mr. David Leichtfuss Broadview Mortgage Voting
Rev. Mark Manning Search Light Ministries Exofficio
Mr. Kevin McCafferty Bank of America Voting
Mr. Chris Pond Allergan Voting
Mrs. Dianne Schautschick Educator, retired Voting
Mr. Paul Schroeder Schroeder Management Company Voting
Mr. E. Steven Sonnenberg Sonn Associates Voting
Mr. James Vitale TGS Management Company Voting
Mrs. Pam Wheeler Kimco Staffing Services (retired) Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 15
Hispanic/Latino: 1
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 5
Male: 11
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % --
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Under Development
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 19%
Board Orientation Yes

CEO Comments

Concordia University Irvine has a governing Board of Regents and a philanthropic board for the Concordia University Foundation.  The board members listed are Trustees of the Foundation.  The current Board of Regents is available online ( or upon request.

Foundation Comments


Standing Committees



Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Fiscal Year July 01, 2019 to June 30, 2020
Projected Revenue $91,000,000.00
Projected Expenses $87,000,000.00
Form 990s

2018 Form 990

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

2013 990

2012 990

2011 990

Audit Documents

2018 Financial Statement

2017 Financial Statement

2016 Financial Statement

2015 Financial Statement

2014 Financial Statement

2013 Financial Statement

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2018 2017 2016
Total Revenue $102,808,962 $103,668,639 $95,076,707
Total Expenses $94,907,859 $94,076,578 $90,213,606

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2018 2017 2016
Foundation and
Corporation Contributions
$6,341,571 $8,781,215 $5,304,274
Government Contributions $296,911 $287,028 $286,422
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $296,911 $287,028 $286,422
Individual Contributions -- -- --
Indirect Public Support -- -- $0
Earned Revenue $94,495,738 $93,253,516 $89,050,469
Investment Income, Net of Losses $1,355,280 $1,032,278 $1,169,420
Membership Dues -- -- $0
Special Events -- -- $0
Revenue In-Kind -- -- $0
Other $319,462 $314,602 $224,533

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2018 2017 2016
Program Expense $82,004,739 $80,750,350 $76,344,052
Administration Expense $12,903,120 $13,326,228 $13,847,888
Fundraising Expense -- -- $21,666
Payments to Affiliates -- -- $0
Total Revenue/Total Expenses 1.08 1.10 1.05
Program Expense/Total Expenses 86% 86% 85%
Fundraising Expense/Contributed Revenue 0% 0% 0%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2018 2017 2016
Total Assets $155,838,160 $146,289,049 $134,223,689
Current Assets $40,690,733 $42,998,427 $25,634,727
Long-Term Liabilities -- $43,177,384 $6,447,463
Current Liabilities $42,969,201 $28,286 $37,361,659
Total Net Assets $112,868,959 $103,083,379 $90,414,567

Short Term Solvency

Fiscal Year 2018 2017 2016
Current Ratio: Current Assets/Current Liabilities 0.95 1,520.13 0.69

Long Term Solvency

Fiscal Year 2018 2017 2016
Long-term Liabilities/Total Assets 0% 30% 5%
Endowment Value $35,000,000.00
Spending Policy Percentage
Percentage(If selected) 5%
Are you currently in a Capital Campaign? Yes
Capital Campaign Purpose Forward in Faith is a comprehensive campaign, the signature component of which is construction of the Music, Worship & Theology Building. Campaign priorities also include scholarships, endowment, academic success and athletic facilities.
Campaign Goal $30,000,000.00
Capital Campaign Dates July 2013 - Dec 2020
Capital Campaign Raised-to-Date Amount $77,000,000.00
Capital Campaign Anticipated in Next 5 Years? Yes

CEO Comments


Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions


Other Documents

No Other Documents currently available.