Office for Vice President of Financial Affairs

Office for Vice President of Financial Affairs | Luther College Archives

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Collection Overview

Title: Office for Vice President of Financial Affairs

ID: LCA/RG04/Series 3

Primary Creator: Luther College (Decorah, Iowa)

Extent: 12.6 Linear Feet. More info below.

Languages: English

Biographical Note

Located in the small northeast Iowa town of Decorah, Luther College is an undergraduate liberal arts institution of about 2,500 students. The college is affiliated with the Evangelical Lutheran Church in America.

Founded in 1861 by Norwegian immigrants, Luther offers more than 60 majors and preprofessional and certificate programs leading to the bachelor of arts degree. Its mission statement emphasizes faith, leadership, and community service. Luther College provides equal opportunity for all qualified persons in its educational programs and activities.

Administrative Information

Repository: Luther College Archives

Alternate Extent Statement: 17 boxes

Access Restrictions: Access to files in this series may be restricted. Please contact the archivist for more information.

Box and Folder Listing

Browse by Sub-Series:

[Sub-Series 1: Office for the Vice President of Financial Affairs],
[Sub-Series 2: Papers of Diane L. Tacke, 1982-2015],
[All]

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

Browse by Sub-Series:

[Sub-Series 1: Office for the Vice President of Financial Affairs],
[Sub-Series 2: Papers of Diane L. Tacke, 1982-2015],
[All]