2026-05-15T10:07:58-05:00 2025-06-30 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2024-07-01 396077337 CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC CONC 2622435700 12800 N LAKE SHORE DRIVE MEQUON WI 53097 DANIELLE MARSH CFO 2622435700 2026-05-15 1 1 KURT N WALCUTT P00650229 2627549400 2026-05-12 2024 2025-03-06 01:10:19Z DANIELLE MARSH 12800 N LAKE SHORE DRIVE MEQUON WI 53097 6311786 0 X WWW.CUW.EDU X 2003 WI PROVIDES GENERAL FUND RAISING SUPPORT AND SCHOLARSHIP FUND RAISING FOR CONCORDIA UNIVERSITY INC. 20 20 0 113 3593 0 2861201 2229271 0 0 8946793 2457362 0 402945 11807994 5089578 2251250 2588935 0 0 0 0 0 0 40384 42459 40384 2293709 2629319 9514285 2460259 150251709 157688323 0 0 150251709 157688323 SUPPORTING ORGANIZATION - CONCORDIA UNIVERSITY WISCONSIN FOUNDATION IS A SUPPORTING ORGANIZATION THAT PROVIDES GENERAL FUND RAISING SUPPORT AND SCHOLARSHIP FUND RAISING EXCLUSIVELY FOR CONCORDIA UNIVERSITY INC., MEQUON, WI AND ITS STUDENTS. 0 0 2588935 2588935 CONCORDIA UNIVERSITY WISCONSIN FOUNDATION PROVIDES GENERAL FUND RAISING SUPPORT AND SCHOLARSHIP FUND RAISING EXCLUSIVELY FOR CONCORDIA UNIVERSITY INC, MEQUON, WI AND ITS STUDENTS.POSTSECONDARY EDUCATION GENERAL/OTHER: CUWF PROVIDES GENERAL FUND RAISING SUPPORT AND SCHOLARSHIP FUND RAISING EXCLUSIVELY FOR CUI AND ITS STUDENTS. 2588935 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X DANIELLLE MARSH 2622434533 12800 N LAKE SHORE DRIVE MEQUON WI 53097 TERRY ROWINSKI BOARD CHAIR 1.00 0.00 X X 0 0 0 DAVID ANDERSON BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN BERG BOARD MEMBER 1.00 0.00 X 0 0 0 KRIS BEST BOARD MEMBER 1.00 0.00 X 0 0 0 CELESTE CUFFIE BOARD MEMBER 1.00 0.00 X 0 0 0 TERRY DONOVAN BOARD MEMBER 1.00 1.00 X 0 0 0 HEATHER DUNN BOARD MEMBER 1.00 0.00 X 0 0 0 PAT HORNE BOARD MEMBER 1.00 0.00 X 0 0 0 CRAIG CASTEN BOARD MEMBER 1.00 0.00 X 0 0 0 CHEZ MISKO BOARD MEMBER 1.00 0.00 X 0 0 0 TYLER NEHLS BOARD MEMBER 1.00 0.00 X 0 0 0 KIM NELSON BOARD MEMBER 1.00 0.00 X 0 0 0 HARRIET PEDERSEN BOARD MEMBER 1.00 0.00 X 0 0 0 PAUL ROSENBERG BOARD MEMBER 1.00 0.00 X 0 0 0 JON SCHUMACHER BOARD MEMBER 1.00 1.00 X 0 0 0 BRYAN SEIDER BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN STOLLENWERK BOARD MEMBER 1.00 0.00 X 0 0 0 MATT SULLIVAN BOARD MEMBER 1.00 0.00 X 0 0 0 RICH TWIETMEYER BOARD MEMBER 1.00 0.00 X 0 0 0 FRED WATKINS BOARD MEMBER 1.00 0.00 X 0 0 0 ERIK ANKERBERG PRESIDENT 1.00 40.00 X 0 93814 248208 JENNIFER BENANTI VP/ADVANCEMENT 1.00 40.00 X 0 102733 17137 DANIELLE MARSH VP/CFO 1.00 40.00 X 0 147800 32666 0 344347 298011 0 0 1 0 0 2229271 2229271 1494520 3593 1490927 2185050 819263 402945 1365787 -402945 962842 962842 MISCELLANEOUS REVENUE 900099 402945 402945 402945 5089578 0 3593 2856714 2588935 2588935 40384 40384 2629319 2588935 0 40384 13264727 6400352 5546592 0 4205084 4002086 4205084 58663762 85287759 68774542 61795128 150251709 157688323 0 0 X 139590095 139342093 10661614 18346230 150251709 157688323 150251709 157688323 X 2460259 11394557 -6418202 X 0 1 X 1 0 X 9791553 14548289 3684570 2861201 2229271 33114884 9791553 14548289 3684570 2861201 2229271 33114884 4122695 28992189 1181766 1211313 1194038 1134636 1494520 6216273 402945 402945 39734102 0.72970 0.78440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 138155905 1935822 14376793 2868563 151599957 124996806 2851201 13564133 3256235 138155905 115884253 4198624 7104961 2195867 -4835 124996806 121557055 3864138 -6995134 2541806 115884253 91389352 4220221 27964169 1339845 676842 121557055 0.91914 0.03592 0.04494 1 1 1 4205084 4205084 4205084 PRIVATE EQUITY FUNDS 11089734 F HEDGE FUNDS/BANK DEBT 30114576 F EQUITY FUNDS 19027242 F REAL ESTATE FUNDS 1563576 F 61795128 X PART V, LINE 4: THE MAIN INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE SCHOLARSHIPS TO STUDENTS. MINIMAL ENDOWMENTS ARE DESIGNATED FOR GENERAL ORGANIZATIONAL MAINTENANCE AND SUPPORT. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE UNIVERSITY, THE FOUNDATION (A PRIVATE FOUNDATION) AND CU VENTURES ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, CONCORDIA UNIVERSITY, INC., CONCORDIA UNIVERSITY WISCONSIN FOUNDATION, INC. AND CU VENTURES ARE NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES EXCEPT TO THE EXTENT IT DERIVES INCOME FROM CERTAIN ACTIVITIES NOT SUBSTANTIALLY RELATED TO ITS TAX-EXEMPT PURPOSE (UNRELATED TRADE OR BUSINESS ACTIVITIES). THE UNIVERSITY, FOUNDATION AND CU VENTURES FILE VARIOUS FEDERAL OR STATE NON PROFIT TAX RETURNS. THE UNIVERSITY, FOUNDATION AND CU VENTURES ARE NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2021. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 2855657 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 591269 0 0 0 0 0 0 3446926 0 3446926 1 0 1 1 1 0 1 CONCORDIA UNIVERSITY 12800 N LAKE SHORE DRIVE MEQUON WI 53097 390833608 501(C)(3) 2588935 0 SCHOLARSHIPS AND GRANTS AMOUNT GIVEN FOR SCHOLARSHIPS 1 0 0 0 0 0 0 0 0 0 ERIK ANKERBERG PRESIDENT 0 93814 0 0 0 0 0 23485 0 224723 0 342022 0 0 DANIELLE MARSH VP/CFO 0 147800 0 0 0 0 0 10780 0 21886 0 180466 0 0 PART I, LINE 3 CONCORDIA UNIVERSITY INC. DETERMINES COMPENSATION USING INDUSTRY STANDARDS, WAICU ORGANIZATIONAL DATA, CUS ORGANIZATIONAL DATA, AND OTHER VARIOUS DATA RESOURCES. FINAL AMOUNTS ARE APPROVED BY THE CONCORDIA UNIVERISTY INC. BOARD OF REGENTS ANNUALLY. FORM 990, PART VI, SECTION A, LINE 7B CUWF IS DIRECTLY CONTROLLED BY CUI. AS SUCH, IT IS REQUIRED TO TAKE VARIOUS ITEMS TO THE CUI BOARD OF REGENTS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED BY THE EXECUTIVE VICE PRESIDENT / CHIEF OPERATING OFFICER AND FORWARDED TO THE ORGANIZATION'S AUDIT COMMITTEE FOR REVIEW. THE AUDIT COMMITTEE IS MADE UP OF BOARD MEMBERS OF THE UNIVERSITY AND OF THE CUWF. AFTER REVIEW BY THE COMMITTEE AND FOLLOW-UP OF ANY QUESTIONS OR CONCERNS, THE FORM 990 AND RELATED SCHEDULES ARE FILED WITH THE IRS. THE AUDIT COMMITTEE REPORTS THE RESULTS OF ITS REVIEW TO THE BOARD OF REGENTS AND THE CUWF BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, ALL BOARD MEMBERS AND KEY OFFICERS ARE REQUIRED TO SIGN AND DATE A CONFLICT OF INTEREST STATEMENT, DISCLOSING ANY CONFLICTS AND PROPERLY ABSTAINING FROM ANY VOTES THAT MAY RELATE TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THERE ARE NO PAID POSITIONS IN THIS ORGANIZATION. AS SUCH, NO REVIEWS, ETC. ARE NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE CUI PRESIDENT OR THE OFFICE OF THE EXECUTIVE VICE PRESIDENT / CHIEF FINANCIAL OFFICER. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN FUNDS HELD BY LCMS FOUNDATION 115,456. INVESTMENT OWNERSHIP TRANSFER -6,533,658. CONCORDIA UNIVERSITY INC 12800 N LAKE SHORE DRIVE MEQUON WI 53097 390833608 HIGHER EDUCATION WI 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0