Office for Vice President of Financial Affairs | Luther College Archives

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Collection Overview

Biographical Note

Administrative Information

Box and Folder Listing

Sub-Series 1: Office for the Vice President of Financial Affairs

Box 1: Audit Letters of the Treasurer, 1932, 1986-1994

Folder 1: Audit Letters, 1989-1994

Folder 2: Audit Letters, 1986-1989

Folder 3: Boarding Club, 1932

Folder 4: General-Purpose Classroom Space Utilization Analysis, 2002

Box 2: Audit Reports, 30 May 1993

Folder 1: Audit, 30 May 1993

Folder 2: Audit, 30 May 1993

Sub-Series 2: Papers of Diane L. Tacke, 1982-2015

Diane Tacke served as the Vice President of Finance and Administration from 1997-2015.

Box 1: Financial Reports, 1982-2005

Folder 1: Report on Audit, 1982

Folder 2: Report on Audit, 1983

Folder 3: Report on Audit, 1984

Folder 4: Report on Audit, 1985

Folder 5: Report Audit, 1986

Folder 6: Audit Report, 1987

Folder 7: Audit Report, 1988

Folder 8: Audit Report, 1989

Folder 9: Audit Report, 1990

Folder 10: Audit Report, 1991

Folder 11: Audit Report, 1992

Folder 12: Audit Report, 1993

Folder 13: Audit Report, 1994

Folder 14: Financial Statements, 1995

Folder 15: Financial Statements, 1996

Folder 16: Financial Statements, 1996 + 1997

Folder 17: Financial Statements, 1997 + 1998

Folder 18: Financial Statements, 1998 + 1999

Folder 19: Financial Statements, 1999 + 2000

Folder 20: Financial Statements, 2000 + 2001

Folder 21: Financial Statements, 2001 + 2002

Folder 22: Financial Statements, 2002 + 2003

Folder 23: Financial Statements, 2003 + 2004

Folder 24: Financial Statements, 2004 + 2005

Folder 25: Audit Report, 1999

Folder 26: Audit Report, 2001

Folder 27: Audit Report, 2002

Folder 28: Audit Report, 2003

Folder 29: Audit Report, 2004

Folder 30: Audit Report, 2005

Folder 31: Audit Report, 2005

Folder 32: Comparative Financial Statements and Financial Ratios, 1997

Folder 33: Comparative Financial Statements and Financial Ratios, 1998

Folder 34: Comparative Financial Statements and Financial Ratios, 1999

Folder 35: Comparative Financial Statements and Financial Ratios, 2000

Folder 36: Comparative Financial Statements and Financial Ratios, 2001

Folder 37: Comparative Financial Statements and Financial Ratios, 2002

Folder 38: President's Meeting, 2/3/2003

Folder 39: Comparative Financial Statements and Financial Ratios, 2003

Box 2: Financial Reports, 1988-2013

Folder 1: Comparative Financial Statements and Financial Ratios, 2004

Folder 2: Comparative Financial Statements and Financial Ratios, 2005

Folder 3: Financial Ratios, 1996 + 1997

Folder 4: Financial Ratio Analysis, 1996

Folder 5: Financial Ratio Analysis, 1991 to 1995

Folder 6: Financial Ratio Ratings, 1988 to 1990

Folder 7: Financial Ratio, 1996 to 1999

Folder 8: Ratio of Expendable Fund Balances to Plan Debt

Folder 9: Financial Ratios, 1996 - 1998

Folder 10: Financial Ratio Analysis, 1988 - 1990

Folder 11: Financial Ratio, 1996-1998

Folder 12: Financial Ratios, 1996 - 1998

Folder 13: Financial Ratio, 1996 - 2000

Folder 14: Financial Ratios, 1997 - 2001

Folder 15: Financial Ratios, 1998 - 2002

Folder 16: Financial Ratios, 1999 - 2003

Folder 17: Financial Ratios, 2000 - 2004

Folder 18: Financial Ratios, 2001 - 2005

Folder 19: Financial Ratios, 2003 - 2005

Folder 20: IMN, 2013

Folder 21: Hard Waiver Student Insurance Plan, 2/5/2009

Box 3: Investment Committee Presentations, 2003-2010

Folder 1: Research Report Fourth Quarter, 2006

Folder 2: Research Report Spring 2007, 2007

Folder 3: Investment Committee Meeting, 2/16/2007

Folder 4: Monte Carlo Simulation

Folder 5: Investment Committee Meeting, Quarterly Investment Review, 5/11/2007

Folder 6: Research Report Spring 2007, 2007

Folder 7: Investment Committee Meeting, 7/17/2007

Folder 8: Research Report, 10/19/2007

Folder 9: Investment Committee Meeting, 10/26/2007

Folder 10: Research Report Fall 2007, 2007

Folder 11: Investment Committee Meeting, 2/8/2008

Folder 12: Research Report Winter 2008, 2008

Folder 13: Research Report Spring 2008, 2008

Folder 14: Hammond Associates, 5/2/2008

Folder 15: RREEF America III Update, 7/9/2008

Folder 16: Investment Committee Meeting, 7/16/2008

Folder 17: Research Report Summer 2008, 2008

Folder 18: Investment Committee Meeting, 10/24/2008

Folder 19: Research Report Fall 2008, 2008

Folder 20: Road Map to Charitable Giving, 1/30/2009

Folder 21: Research Note, 1/2009

Folder 22: Research Report Winter 2009, 2009

Folder 23: Investment Committee Meeting, 2/09/2009

Folder 24: Luther College Planned Giving Trusts, 1/30/2009

Folder 25: Research Report Spring 2009, 2009

Folder 26: Research Report Spring 2009, 2009

Folder 27: Investment Committee Meeting, 5/15/2009

Folder 28: Investment Committee Meeting, 11/7/2003

Folder 29: Hammond Associates, 2/23/2004

Folder 30: Research Report Fourth Quarter 2003, 2003

Folder 31: Hammon Associates, 4/08/2004

Folder 32: Research Report First Quarter 2004, 2004

Folder 33: Auda, 8/16/2004

Folder 34: Research Report Second Quarter 2004, 2004

Folder 35: Luther College Endowment Investment Committee Meeting

Folder 36: Research Report Third Quarter 2004, 2004

Folder 37: Hammond Associates, 10/20/2004

Folder 38: Research Report Fourth Quarter 2004, 2004

Folder 40: Research Report First Quarter 2005, 2005

Folder 41: Investment Committee Meeting, 5/13/2005

Folder 42: Speece Thorson Capital Group, Inc. Investment Managers, 7/21/2005

Folder 43: Research Report Second Quarter 2005, 2005

Folder 44: Research Report Fall 2010, 2010

Folder 45: Hammond Associates, 7/14/2005

Folder 46: Hammon Associates, 10/25/2005

Folder 47: Research Report Third Quarter 2005, 10/20/2005

Folder 48: Hammond Associates, 2/23/2006

Folder 49: Research Report Fourth Quarters 2005, 2/3/2006

Folder 50: Higher Education and Foundation Research Report First Quarter 2006, 5/8/2006

Folder 51: Luther College Endowment Investment Committee Meeting, 5/12/2006

Box 4: Investment Committee Presentations, 2001-2010

Folder 1: Hammond Associates, 7/18/2006

Folder 2: Hammond Associates, 10/25/2006

Folder 3: Higher Education Research Report, 11/14/2006

Folder 4: Luther College Monte Carlo Simulation

Folder 5: Luther College Endowment Investment Committee Meeting, 5/16/2002

Folder 6: Kenwood Capital Management LLC, 4/2002

Folder 7: Hammond Associates, 5/1/2002

Folder 8: Research Report First Quarter 2002, 5/3/2002

Folder 9: Research Report, 8/15/2002

Folder 10: Investment Committee Meeting, 7/15/2002

Folder 11: Hammond Associates, 11/4/2002

Folder 12: Hammond Associates, 11/14/2002

Folder 13: Park Street Capital Correspondence, 1/13/2003

Folder 14: Luther College Endowment Portfolio, 6/1/02-3/31/03

Folder 15: Hammond Associates, 3/13/2003

Folder 16: The Yale Endowment, 2002

Folder 17: Harvard Management Company, 9/26/2002

Folder 18: Global Investment Research, 2/21/2003

Folder 19: Correspondence, 5/5/2003

Folder 20: Research Report Fourth Quarter 2002, 2002

Folder 21: Hammond Associates, 2/7/2003

Folder 22: Research Report First Quarter 2003, 2003

Folder 23: American Express Correspondence, 6/13/2002

Folder 24: Park Street Capital, 2/5/2003

Folder 25: Research Report First Quarter 2003, 2003

Folder 26: Hammond Associates, 5/16/2003

Folder 27: The Crisis in Endowment Spending, 4/2003

Folder 28: Park Street Capital Correspondence, 7/14/2003

Folder 29: Investment Committee Meeting

Folder 30: Research Report Second Quarter 2003, 2003

Folder 31: Hammond Associates, 7/01/2003

Folder 32: Park Street Capital Correspondence, 9/08/2003

Folder 33: Research Report Third Quarter 2003, 2003

Folder 34: Inflation - Protected Bonds, 3/2001

Folder 35: Asset Allocation Overview

Folder 36: Investment Committee Meeting, 7/13/2001

Folder 37: Research Report Second Quarter 2001, 8/9/2001

Folder 38: Hammond Associates, 11/08/2001

Folder 39: Research Report Third Quarter 2001, 10/31/2001

Folder 40: PIMCO Real Return, 2/12/2002

Folder 41: Hammond Associates, 2/14/2002

Folder 42: Research Report, 2/12/2002

Folder 43: Hammond Associates, 2/12/2002

Folder 44: Hammond Associates, 2/18/2002

Folder 45: Hedge Fund Review

Folder 46: Hammond Associates, 5/21/2001

Folder 47: Research Report Fall 2010 Volume 13 Issue 4, 2010

Folder 48: Alternatives Research Report Volume 16 Summer 2010, 2010

Folder 49: Alternatives Research Report Volume 16 Summer 2010, 2010

Folder 50: Research Report Summer 2010 Volume 13 Issue 3, 2010

Folder 51: Investment Committee Meeting, 7/20/2009

Folder 52: Investment Committee Meeting, 10/23/2009

Folder 53: Investment Committee Meeting, 2/19/2010

Folder 54: Investment Committee Meeting, 5/14/2010

Folder 55: Investment Committee Meeting, 10/29/2010

Folder 56: Investment Committee Meeting, 7/14/2010

Folder 57: Research Report Fall 2010, 2010

Folder 58: Research Report Spring 2010 Volume 13 Issue 2, 2010

Folder 59: Research Report Spring 2010 Volume 13 Issue 2, 2010

Folder 60: Research Report Spring 2010 Volume 13 Issue 2, 2010

Folder 61: Alternatives Research Report Volume 15 Spring 2010, 2010

Box 5: Investment Committee Presentations, 2002-2010

Folder 1: Research Report Winter 2010 Volume 13 Issue 1, 2010

Folder 2: Alternatives Research Report Volume 13 Fall 2009, 2009

Folder 3: Research Report Fall 2009 Volume 12, Issue 4, 2009

Folder 4: Alternatives Research Report Volume 13 Fall 2009, 2009

Folder 5: Alternatives Research Report Volume 12 Summer 2009, 2009

Folder 6: Research Report Summer 2009, 2009

Folder 7: Alternatives Research Report Volume 12 Summmer 2009, 2009

Folder 8: Research Report Third Quarter 2002, 2002

Box 6: PAR Reports and Fellows Program, 1998 - 2007

Folder 1: Portfolio Appraisal Reports (1 of 3), 2/2005 - 4/2007

Folder 2: Portfolio Appraisal Reports (2 of 3), 8/2004 - 1/2005

Folder 3: Portfolio Appraisal Reports (3 of 3), 5/2004 - 7/2004

Folder 4: Portfolio Appraisal Reports (1 of 3), 5/2003 - 4/2004

Folder 5: Portfolio Appraisal Reports (2 of 3), 5/2003-4/2004

Folder 6: Portfolio Appraisal Reports (3 of 3), 5/2003 - 4/2004

Folder 7: Portfolio Appraisal Reports, 11/2002 - 5/2003

Folder 8: Portfolio Appraisal Reports, 5/2002 - 10/2002

Folder 9: Portfolio Appraisal Reports, 12/2001 - 4/2002

Folder 10: Portfolio Appraisal Reports, 7/2001 - 11/2001

Folder 11: Portfolio Appraisal Reports, 12/2000 - 6/2001

Folder 12: Portfolio Appraisal Reports, 6/2000 - 11/2000

Folder 13: Portfolio Appraisal Reports, 10/1999 - 6/2000

Folder 14: Portfolio Appraisal Reports, 12/1998 - 9/1999

Folder 15: Thrivent Fellowship Program (1 of 2), 2010 - 2011

Folder 16: Thrivent Fellowship Program (2 of 2), 2008 - 2009

Box 7: Renovation Files, 2007-2013

Folder 1: CAF Renovation (1 of 6), 2013

Folder 2: CAF Renovation (2 of 6), 2010

Folder 3: CAF Renovation (3 of 6)

Folder 4: CAF Renovation (4 of 6), 2010

Folder 5: CAF Renovation (5 of 6), 2010

Folder 6: CAF Renovation (6 of 6), 2010

Folder 7: Science Building Outline Specification, 2007

Box 8: Renovation Files and Campus Plans, 1999-2010

Folder 1: Science Building Outline Specifications, 2006

Folder 2: Residence Hall Lounge Layouts, 1999

Folder 3: Main Building Renovation, 2006

Folder 4: Luther College Master Plan, 6/2008

Folder 5: Sustainable Living House, 2010

Box 9: FEMA and Building Files, 2008 - 2009

Folder 1: FEMA (1 of 3), 2009

Folder 2: FEMA (2 of 3), 2009

Folder 3: FEMA (3 of 3), 2008

Folder 4: Towers

Box 10: Strategic Planning Files, 1999-2016

Folder 1: Faculty Profile, 2007 - 2008

Folder 2: Memorandum, 2003-2004

Folder 3: Institutional Profile, 2002 - 2003

Folder 4: Interview Luther College Athletic Master Plan

Folder 5: Progress Invoice #3-Final Job #954008, 6-9/2008

Folder 6: Luther College Self Study Report, 2/2009

Folder 7: Next Level Ventures Presentation for Luther College, 2/21/2014

Folder 8: Presentation for Luther College, 2/21/2014

Folder 9: Risk Assessment Workshop, 25-26/1/2016

Folder 10: Ratio Analysis in Higher Education, 1995

Folder 11: Sheffield, Olson and McQueen, INC, 10/21/2002

Folder 12: Gustavus Adolphus College, 6/1/2002

Folder 13: The College of St. Scholastica, 1/1/2003 - 12/3/2003

Folder 14: The New Face of Iowa, 11/1/2000

Folder 15: Report to Members of the Strategic Planning Task Groups, 5/2000

Folder 16: Report to Members of the Strategic Planning Task Groups, 8/2000

Folder 17: Report to Members of the Strategic Planning Task Groups, 11/2000

Folder 18: Strategic Planning Recommendations, 2/ 2001

Folder 19: A Vision for Luther: Distinguished and Distinctive, 4/2000 - 4/2001

Folder 20: Shaping a Distinctive Faith and Learning Community, 2001

Folder 21: Strategic Planning (1 of 3), 2007 - 2011

Folder 22: Strategic Planning (2 of 3), 2007 - 2011

Folder 23: Strategic planning (3 of 3), 2007 - 2011

Folder 24: Strategic Planning Task Group #6 (1 of 4), 2006

Folder 25: Strategic Planning Task Group #6 (2 of 4), 2006

Folder 26: Strategic Planning Task Group #6 (3 of 4), 2006

Folder 27: Strategic Planning Task Group #6 (4 of 4), 2006

Box 11: Financial Administration Retreats, 2002-2015

Folder 1: Notebooks, 6/2/2004

Folder 2: Risk Management and Insurance Conference, 2010

Folder 3: Thrivent Financial, 6/30-7/1/2008

Folder 4: Human Resources Director Search, 3/5/2012

Folder 5: Financial Ratios (1 of 2), 2005-2015

Folder 6: Financial Ratios (2 of 2), 2005-2015

Folder 7: Bank of the West (1 of 2), 2003

Folder 8: Bank of the West (2 of 2), 2003

Folder 9: Cabinet Workshop (1 of 2), 2008 - 2014

Folder 10: Cabinet Workshop (2 of 2), 2008 - 2014

Folder 11: Virchow Krause & Company, 2006 - 2007

Folder 12: Happy New Year, 12/31/1997

Folder 13: Luther College Federal Earmark Discussion, 11/12/2002

Folder 14: Presidenstrad, 8/2005

Folder 15: Finance/ Adiministration/ Rereat (1 of 2), 8/22/2012

Folder 16: Finance/ Administration/ Retreat (2 of 2), 8/22/2012

Folder 17: NACUBO (1 of 2), 9/15/2014

Folder 18: NACUBO (2 of 2), 2010

Box 12: Board of Regents, Internal Control Risk Assessment, ELCA Business, SWAP, and ACM Meetings, 2004 - 2015

Folder 1: ACM Business Officers Meeting, 2015

Folder 2: SWAP (1 of 2), 6/2004

Folder 3: SWAP (2 of 2), 2008

Folder 4: Internal Control Risk Assessment  (1 of 3), 2008

Folder 5: Internal Control Risk Assessment  (2 of 3), 2008

Folder 6: Internal Control Risk Assessment  (3 of 3), 2008

Folder 7: Board of Regents (1 of 2), 2009 - 2010

Folder 8: Board of Regents (2 of 2), 2009 - 2010

Folder 9: Board of Regents (1 of 3), 2010 - 2011

Folder 10: Board of Regents (2 of 3), 2010 - 2011

Folder 11: Board of Regents (3 of 3), 2010 - 2011

Folder 12: SWAP (1 of 2), 9/2007

Folder 13: SWAP (2 of 2), 9/2007

Folder 14: ELCA Business Officers Meetings (1 of 3), 2006 - 2008

Folder 15: ELCA Business Officers Meetings (2 of 3), 2006 - 2008

Folder 16: ELCA Business Officers Meetings (3 of 3), 2006 - 2008

Box 13: Debt Financing, 2002 - 2008

Folder 1: Debt Service M - Z (1 of 2), 2008

Folder 2: Debt Service M - Z (2 of 2), 2008

Folder 3: Debt Service A - L (1 of 4), 2008

Folder 4: Debt Service A - L (2 of 4), 2008

Folder 5: Debt Service A - L (3 of 4), 2008

Folder 6: Debt Service A - L (4 of 4), 2008

Folder 7: Debt Financing (1 of 2), 2002

Folder 8: Debt Financing (2 of 2), 2002

Folder 9: Debt Financing (1 of 2), 2002

Folder 10: Debt Financing (2 of 2), 2002

Folder 11: Debt Financing (1 of 3), 2002

Folder 12: Debt Financing (2 of 3), 2002

Folder 13: Debt Financing (3 of 3), 2002

Folder 14: Articles of Incorporation of Luther College, 9/1/2001

Folder 15: Debt Financing (1 of 3), 2002

Folder 16: Debt Financing (2 of 3), 2002

Folder 17: Debt Financing (3 of 3), 2002

Box 14: Director of Facilities Search, Main Building, Landscape Inventory, 1983 - 2013

Folder 1: Landscape Inventory A - L (1 of 2), 1983

Folder 2: Landscape Inventory A - L (2 of 2), 1983

Folder 3: Landscape Inventory P - W (1 of 2), 2008

Folder 4: Landscape Inventory P - W (2 of 2)

Folder 5: Director of Facilities Services Search (1 of 2), 2013

Folder 6: Director of Facilities Services Search (2 of 2), 2013

Folder 7: Main Building (1 of 2), 2006

Folder 8: Main Building (2 of 2), 2006

Folder 9: Copies for Luther, 2008

Folder 10: The Luther College Jens Jensen Heritage Landscape, 4/2005

Box 15: Photos, 2001-2006

Folder 1: Photos (General)

Folder 2: Photos - Fin/ Adm Workshops

Folder 3: ELCA Conferences