CONCORDIA UNIVERSITY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CONCORDIA UNIVERSITY INC (EIN 39-0833608)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202321359349307122
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T11:33:57-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17335 GOLF PARKWAY SUITE 500 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390833608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCORDIA UNIVERSITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONC | BusinessNameControlTxt |
| Phone | 2622435700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N LAKE SHORE DRIVE | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53097 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROY PETERSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2622435700 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROY | PersonFirstNm |
| Person Last | PETERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL M BOYLE CPA | PreparerPersonNm |
| PTIN | P01246734 | PTIN |
| Phone | 2627549400 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROY PETERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N LAKE SHORE DRIVE | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $176,566,325 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CUW.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1881 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | A LUTHERAN EDUCATION COMMUNITY COMMITTED TO HELPING STUDENTS DEVELOP IN MIND, BODY, AND SPIRIT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 2903 | TotalEmployeeCnt |
| Total Volunteers | 219 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,940,782 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,851,085 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $159,644,465 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $156,966,204 | CYProgramServiceRevenueAmt |
| PY Investment Income | $914,135 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,731,519 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,696 | PYOtherRevenueAmt |
| CY Other Revenue | $17,517 | CYOtherRevenueAmt |
| PY Total Revenue | $168,516,078 | PYTotalRevenueAmt |
| CY Total Revenue | $176,566,325 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $53,102,419 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $49,990,319 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $73,636,993 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $74,586,160 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,461,804 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $43,847,543 | PYOtherExpensesAmt |
| CY Other Expenses | $50,303,537 | CYOtherExpensesAmt |
| PY Total Expenses | $170,586,955 | PYTotalExpensesAmt |
| CY Total Expenses | $174,880,016 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,070,877 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,686,309 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $163,946,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $177,844,047 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,248,015 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $41,833,654 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $119,698,098 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $136,010,393 | NetAssetsOrFundBalancesEOYAmt |
| Mission | POST SECONDARY EDUCATION - CONCORDIA UNIVERSITY INC. IS A LUTHERAN HIGHER EDUCATION COMMUNITY COMMITTED TO HELPING STUDENTS DEVELOP IN MIND, BODY, AND SPIRIT FOR SERVICE TO CHRIST IN THE CHURCH AND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $95,547,019 | ExpenseAmt |
| Revenue | $156,966,204 | RevenueAmt |
| Desc | POST SECONDARY EDUCATION GENERAL/OTHER: 4799 STUDENTS IN UNDERGRADUATE CLASSES, 3360 STUDENTS IN GRADUATE CLASSES, 1781 STUDENTS WERE GRADUATED IN THE 2021-2022 SCHOOL YEAR. THE UNIVERSITY HAS 95 BACHELOR MAJORS AND 82 MINORS, 49 MASTERS PROGRAMS, AND SIX DOCTORAL PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $49,990,319 | ExpenseAmt |
| Grant | $49,990,319 | GrantAmt |
| Desc | STUDENT FINANCIAL AID PROGRAMS: FINANCIAL AID TO STUDENTS INCLUDING SCHOLARSHIPS, REMITTED TUITION, AND STIPENDS FOR BOTH UNDERGRADUATE AND GRADUATE STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $145,537,338 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9133 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2903 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY PETERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2622434533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N LAKE SHORE DRIVE | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53097 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| WILLIAM CARIO | ||||||||
| INTERIM PRESIDENT | 40.00 | 2.00 | Yes (X) | $108,999 | $0 | $193,450 | ||
| ALLEN PROCHNOW | ||||||||
| VP & COO | 40.00 | 2.00 | Yes (X) | $237,633 | $0 | $60,998 | ||
| DR ERIK JORVIG | ||||||||
| DEAN, SCHOOL OF PHARMACY | 40.00 | 0.00 | $209,889 | $0 | $52,646 | Yes (X) | ||
| DR MICHAEL BROWN | ||||||||
| PHARMACY PROFESSOR | 40.00 | 0.00 | $166,901 | $0 | $55,118 | Yes (X) | ||
| DR DANIEL SEM | ||||||||
| DEAN, SCHOOL OF BUSINESS | 40.00 | 1.00 | $161,041 | $0 | $55,772 | Yes (X) | ||
| DR ROY PETERSON | ||||||||
| VP ADVANCEMENT / CFO | 40.00 | 2.00 | Yes (X) | $161,555 | $0 | $55,655 | ||
| DR ERNIE STREMSKI | ||||||||
| PHARMACY PROFESSOR | 40.00 | 0.00 | $166,956 | $0 | $48,565 | Yes (X) | ||
| THOMAS PHILLIP | ||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $147,237 | $0 | $58,487 | ||
| DR STEVEN MONTREAL | ||||||||
| DEAN, ARTS & SCIENCES | 40.00 | 0.00 | $135,843 | $0 | $45,521 | Yes (X) | ||
| RICHARD LAABS | ||||||||
| BOARD CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| HARRIET PEDERSEN | ||||||||
| BOARD VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DWAYNE JOBST | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ALLAN BUSS | ||||||||
| BOARD MEMBER-ADVISORY | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV JOHN WILLE | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT DENKERT | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| TERRY DONOVAN | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DALE ROBERTSON | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD ROBERTSON | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| RUTH KOCH | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| CHRISTINE SPECHT | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| REV DWAYNE LUECK | ||||||||
| LCMS ADVISORY | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV DAVID MAIER | ||||||||
| LCMS ADVISORY | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DR TIMOTHY JEST | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| NANCY KOROM | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN BERG | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DEBORAH DAVIDSON | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID FLEMING | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES RISKE JR | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV DR DANIEL BERGE | ||||||||
| LCMS ADVISORY | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV DR JAMISON HARDY | ||||||||
| LCMS ADVISORY | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV DR KEVIN WILSON | ||||||||
| LCMS ADVISORY | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MARK POLZIN | ||||||||
| ADVISORY | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| REV MICHAEL HENRICHS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DR GARY PETERSEN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,496,054 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $626,212 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 91 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CATCON LLC | |||||
| 833 E MICHIGAN ST STE 1000 | MILWAUKEE | WI | 53202 | CONSTRUCTION | $334,730 |
| MIDWEST FIBER NETWORK | |||||
| 6070 N FLINT RD | GLENDALE | WI | 53209 | CABLING INSTALLATION | $258,724 |
| DELL MARKETING | |||||
| 1 DELL WAY | ROUND ROCK | TX | 78682 | COMPUTERS | $253,646 |
| GOOD KARMA BRANDS | |||||
| 310 W WISCONSIN AVE | MILWAUKEE | WI | 53203 | ADVERTISING | $121,237 |
| TIMELYMD | |||||
| 1315 S ADAMS ST | FT WORTH | TX | 76104 | MEDICAL SERVICES | $117,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $57,200 | RelatedOrganizationsAmt |
| Government Grants | $14,793,885 | GovernmentGrantsAmt |
| Total Contributions | $14,851,085 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $137,089,964 | $137,089,964 |
| RESIDENCE HALL CHARGES | 611310 | $14,321,777 | $14,321,777 |
| FOOD SERVICE CHARGES | 611310 | $5,060,612 | $5,060,612 |
| OTHER AUXILIARY AND LOCAL SUPPORT | 611310 | $493,851 | $493,851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $156,966,204 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,628 | TotalRevenueColumnAmt |
| Exclusion | $86,628 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,517 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,517 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,517 | TotalRevenueColumnAmt |
| Exclusion | $17,517 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,644,891 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,644,891 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,644,891 | TotalRevenueColumnAmt |
| Exclusion | $4,644,891 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $176,566,325 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $156,966,204 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,749,036 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,990,319 | TotalAmt |
| Program Services | $49,990,319 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,472,587 | TotalAmt |
| Program Services | $479,166 | ProgramServicesAmt |
| Management And General | $698,086 | ManagementAndGeneralAmt |
| Fundraising | $295,335 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,090,065 | TotalAmt |
| Program Services | $47,680,715 | ProgramServicesAmt |
| Management And General | $7,368,668 | ManagementAndGeneralAmt |
| Fundraising | $1,040,682 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,721,800 | TotalAmt |
| Program Services | $3,384,152 | ProgramServicesAmt |
| Management And General | $197,928 | ManagementAndGeneralAmt |
| Fundraising | $139,720 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,553,893 | TotalAmt |
| Program Services | $8,686,602 | ProgramServicesAmt |
| Management And General | $508,403 | ManagementAndGeneralAmt |
| Fundraising | $358,888 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,747,815 | TotalAmt |
| Program Services | $3,155,443 | ProgramServicesAmt |
| Management And General | $506,308 | ManagementAndGeneralAmt |
| Fundraising | $86,064 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,418 | TotalAmt |
| Program Services | $29,975 | ProgramServicesAmt |
| Management And General | $44,443 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,413 | TotalAmt |
| Program Services | $8,110 | ProgramServicesAmt |
| Management And General | $410,303 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,340 | TotalAmt |
| Management And General | $64,340 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,948,644 | TotalAmt |
| Program Services | $3,039,923 | ProgramServicesAmt |
| Management And General | $5,782,758 | ManagementAndGeneralAmt |
| Fundraising | $125,963 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,186,212 | TotalAmt |
| Program Services | $748,137 | ProgramServicesAmt |
| Management And General | $4,323,202 | ManagementAndGeneralAmt |
| Fundraising | $114,873 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,845,346 | TotalAmt |
| Program Services | $1,332,250 | ProgramServicesAmt |
| Management And General | $443,949 | ManagementAndGeneralAmt |
| Fundraising | $69,147 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,477,304 | TotalAmt |
| Program Services | $1,648,236 | ProgramServicesAmt |
| Management And General | $829,068 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $967,208 | TotalAmt |
| Program Services | $967,208 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,709,004 | TotalAmt |
| Program Services | $1,556,853 | ProgramServicesAmt |
| Management And General | $114,941 | ManagementAndGeneralAmt |
| Fundraising | $37,210 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,650 | TotalAmt |
| Program Services | $86,198 | ProgramServicesAmt |
| Management And General | $5,662 | ManagementAndGeneralAmt |
| Fundraising | $4,790 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,769 | TotalAmt |
| Management And General | $785,769 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,258,163 | TotalAmt |
| Program Services | $5,330,219 | ProgramServicesAmt |
| Management And General | $1,912,526 | ManagementAndGeneralAmt |
| Fundraising | $15,418 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $899,292 | TotalAmt |
| Program Services | $68,277 | ProgramServicesAmt |
| Management And General | $836,319 | ManagementAndGeneralAmt |
| Fundraising | -$5,304 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| VARIOUS OTHER EXPENSES | $7,315,458 | $13,232,839 | -$7,010,149 | $1,092,768 |
| BUILDING / EQUIPMENT RE | $4,800,750 | $2,060,997 | $2,718,602 | $21,151 |
| UTILITIES | $2,644,439 | $16,752 | $2,627,687 | |
| PROPERTY PLANT & EQUIP | $545,493 | -$415,357 | $960,850 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,266,634 | TotalAmt |
| Program Services | $2,450,324 | ProgramServicesAmt |
| Management And General | $1,751,211 | ManagementAndGeneralAmt |
| Fundraising | $65,099 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,880,016 | TotalAmt |
| Program Services | $145,537,338 | ProgramServicesAmt |
| Management And General | $25,880,874 | ManagementAndGeneralAmt |
| Fundraising | $3,461,804 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,717,655 | BOYAmt |
| EOY | $7,096,196 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,595,165 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,346,852 | BOYAmt |
| EOY | $2,087,263 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,551,935 | BOYAmt |
| EOY | $4,017,428 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,474 | BOYAmt |
| EOY | $271,635 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,224,275 | BOYAmt |
| EOY | $1,588,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $245,219,592 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,037,351 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,420,144 | BOYAmt |
| EOY | $159,182,241 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,892,305 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$15,149,387 | BOYAmt |
| EOY | $1,708,338 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,946,113 | BOYAmt |
| EOY | $177,844,047 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,994,241 | BOYAmt |
| EOY | $4,692,782 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,368,037 | BOYAmt |
| EOY | $4,832,502 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,423,716 | BOYAmt |
| EOY | $23,604,656 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,462,021 | BOYAmt |
| EOY | $8,703,714 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,248,015 | BOYAmt |
| EOY | $41,833,654 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,784,481 | BOYAmt |
| EOY | $115,118,446 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,913,617 | BOYAmt |
| EOY | $20,891,947 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,698,098 | BOYAmt |
| EOY | $136,010,393 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,946,113 | BOYAmt |
| EOY | $177,844,047 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,686,309 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $14,625,986 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $40,000 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $121,557,055 | BeginningYearBalanceAmt |
| Contributions | $3,864,138 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,995,134 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,541,806 | GrantsOrScholarshipsAmt |
| End Year Balance | $115,884,253 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,389,352 | BeginningYearBalanceAmt |
| Contributions | $4,220,221 | ContributionsAmt |
| Investment Earnings Or Losses | $27,964,169 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,339,845 | GrantsOrScholarshipsAmt |
| Other Expenditures | $676,842 | OtherExpendituresAmt |
| End Year Balance | $121,557,055 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,320,906 | BeginningYearBalanceAmt |
| Contributions | $2,450,080 | ContributionsAmt |
| Investment Earnings Or Losses | -$821,747 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,559,887 | GrantsOrScholarshipsAmt |
| End Year Balance | $91,389,352 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $89,130,056 | BeginningYearBalanceAmt |
| Contributions | $1,484,688 | ContributionsAmt |
| Investment Earnings Or Losses | $3,334,314 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,628,152 | GrantsOrScholarshipsAmt |
| End Year Balance | $92,320,906 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,502,839 | BeginningYearBalanceAmt |
| Contributions | $2,974,911 | ContributionsAmt |
| Investment Earnings Or Losses | $6,172,373 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,520,067 | GrantsOrScholarshipsAmt |
| End Year Balance | $89,130,056 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.91041 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.06242 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02717 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,894,903 | OtherCostOrOtherBasisAmt |
| Book Value | $13,894,903 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $192,240,494 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,884,887 | DepreciationAmt |
| Book Value | $131,355,607 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,483,147 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,896,478 | DepreciationAmt |
| Book Value | $8,586,669 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,467,703 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,255,986 | DepreciationAmt |
| Book Value | $5,211,717 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,345 | OtherCostOrOtherBasisAmt |
| Book Value | $133,345 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $159,182,241 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS PAYABLE | $2,820,845 |
| AGENCY FUNDS HELD IN CUSTODY FOR OTHERS | $5,882,869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,703,714 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | CUI HOLDS A COLLECTION OF ARTWORK WHICH IS USED BY THE ART DEPARTMENT TO ENHANCE THE STUDENT'S STUDIES AND FOR PUBLIC EXHIBITION. |
| 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 (IRS) HAS DETERMINED THAT THE UNIVERSITY, THE FOUNDATION AND CUVENTURES ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, CONCORDIA UNIVERSITY, INC., CUWF, AND CUVENTURES ARE NOT SUBJECT TO FEDERAL INCOMES 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 CUVENTURES ARE ALSO EXEMPT FROM STATE INCOME TAXES. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | IT IS ON THE WEBSITE AND REFERENCED DURING ADMISSION AND ENTRANCE REQUIREMENTS GENERAL INFORMATION- CUI ADMITS QUALIFIED STUDENTS OF ANY RACE, COLOR, OR NATIONAL OR ETHNIC ORIGIN TO ALL PROGRAMS AND ACTIVITIES AND IS NON-DISCRIMINATORY IN THE ADMINISTRATION OF ITS POLICIES OR PROGRAMS. TO BE CONSIDERED FOR ADMISSION TO CUI, A STUDENT MUST BE A GRADUATE OF A REGIONALLY ACCREDITED HIGH SCHOOL OR ONE APPROVED BY ITS STATE UNIVERSITY. REQUESTS FOR EXCEPTIONS TO THIS REQUIREMENT MAY BE SUBMITTED BY CANDIDATES WHO ARE OTHERWISE QUALIFIED. |
| SCHEDULE E, PART I, LINE 6 | CUI IS A DIRECT LENDING INSTITUTION OF FEDERAL FUNDS. WE ALSO RECEIVE PELL, FSEOG, TEACH, AND DEPARTMENT OF HEALTH AND HUMAN SERVICES GRANTS RELATED TO THE NURSING FIELD. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND GRANTS | GrantTypeTxt |
| Recipient | 4176 | RecipientCnt |
| Cash Grant | $49,990,319 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CUI AWARDS SCHOLARSHIPS AND FINANCIAL AID TO STUDENTS BASED ON FINANCIAL NEED, TALENT, AND/OR ACADEMIC MERIT AND PROGRAMS. FEDERAL AND STATE PROGRAMS ARE AWARDED BASED ON RESPECTIVE PROGRAM REQUIREMENTS. FEDERAL AND STATE PROGRAMS ARE COMPLIANCE TESTED YEARLY IN CONJUNCTION WITH THE INDEPENDENT AUDIT AND AUDITOR REPORTS / NEWSLETTERS ARE SUBMITTED TO ALL ORGANIZATIONS AS REQUIRED BY THE PROGRAMS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM CARIO | ||||||||||||||
| INTERIM PRESIDENT | $108,999 | $0 | $0 | $0 | $0 | $0 | $43,878 | $0 | $149,572 | $0 | $302,449 | $0 | $0 | $0 |
| ALLEN PROCHNOW | ||||||||||||||
| VP & COO | $237,633 | $0 | $0 | $0 | $0 | $0 | $43,231 | $0 | $17,767 | $0 | $298,631 | $0 | $0 | $0 |
| DR ERIK JORVIG | ||||||||||||||
| DEAN, SCHOOL OF PHARMACY | $209,889 | $0 | $0 | $0 | $0 | $0 | $52,646 | $0 | $0 | $0 | $262,535 | $0 | $0 | $0 |
| DR MICHAEL BROWN | ||||||||||||||
| PHARMACY PROFESSOR | $166,901 | $0 | $0 | $0 | $0 | $0 | $43,729 | $0 | $11,389 | $0 | $222,019 | $0 | $0 | $0 |
| DR DANIEL SEM | ||||||||||||||
| DEAN, SCHOOL OF BUSINESS | $161,041 | $0 | $0 | $0 | $0 | $0 | $42,698 | $0 | $13,074 | $0 | $216,813 | $0 | $0 | $0 |
| DR ROY PETERSON | ||||||||||||||
| VP ADVANCEMENT / CFO | $161,555 | $0 | $0 | $0 | $0 | $0 | $22,932 | $0 | $32,723 | $0 | $217,210 | $0 | $0 | $0 |
| DR ERNIE STREMSKI | ||||||||||||||
| PHARMACY PROFESSOR | $166,956 | $0 | $0 | $0 | $0 | $0 | $42,247 | $0 | $6,318 | $0 | $215,521 | $0 | $0 | $0 |
| THOMAS PHILLIP | ||||||||||||||
| VICE PRESIDENT | $147,237 | $0 | $0 | $0 | $0 | $0 | $39,542 | $0 | $18,945 | $0 | $205,724 | $0 | $0 | $0 |
| DR STEVEN MONTREAL | ||||||||||||||
| DEAN, ARTS & SCIENCES | $135,843 | $0 | $0 | $0 | $0 | $0 | $36,539 | $0 | $8,982 | $0 | $181,364 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THOSE APPROVED BY THE BOARD AS "MINISTERS OF THE GOSPEL" RECEIVED A BOARD APPROVED HOUSING ALLOWANCE PERCENTAGE. CUI PAYS THE TRAVEL EXPENSES FOR THE EMPLOYEE AND A COMPANION TO ATTEND THE ONCE-A-YEAR OFF CAMPUS BOARD-ON BOARD MEETING. WILLIAM CARIO, ALLEN PROCHNOW, AND ROY PETERSON HAVE MEMBERSHIPS TO THE WISCONSIN CLUB PAID FOR BY CUI. THESE MEMBERSHIPS THAT ARE PAID FOR BY CUI ARE ALSO USED FOR MEETING WITH DONORS AND POTENTIAL DONORS, AS WELL AS OTHER BUSINESS CONTACTS. THESE MEMBERSHIPS ARE EXCLUSIVELY USED FOR BUSINESS PURPOSES. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VARIOUS | PersonNm |
| Relationship With Org | EMPLOYEE OR EMPLOYEE RELATIVE | RelationshipWithOrgTxt |
| Type Of Assistance | DISCLOSURE SUBJECT TO FERPA | TypeOfAssistanceTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| THOMAS DAVILLA | |||
| SON-IN-LAW OF OFFICER | $23,408 | WAGES | 0 |
| STEPHEN CARIO | |||
| CHILD OF KEY EMPLOYEE | $36,691 | WAGES | 0 |
| JILL KRELL | |||
| SISTER OF OFFICER | $71,568 | WAGES | 0 |
| CHERYL CARIO | |||
| SPOUSE OF KEY EMPLOYEE | $250 | WAGES | 0 |
| DAVID CARIO | |||
| CHILD OF KEY EMPLOYEE | $10,733 | WAGES | 0 |
| NICHOLAS TAYLOR | |||
| CHILD OF KEY EMPLOYEE | $3,238 | WAGES | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART III | FormAndLineReferenceDesc |
| Explanation | THERE WERE VARIOUS EMPLOYEES AND RELATIVES OF EMPLOYEES THAT HAVE A RELATIONSHIP TO THE SCHOOL, AND THE DISCLOSURE OF THE TYPE OF ASSISTANCE AND THE AMOUNT OF THE ASSISTANCE GRANTED ARE SUBJECT TO FERPA LAW. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | CUI IS AN LCMS UNIVERSITY. AS SUCH, IT IS REQUIRED TO TAKE VARIOUS ITEMS TO THE CONCORDIA UNIVERSITY SYSTEM (CUS) BOARD FOR APPROVAL. ADDITIONALLY, A PORTION OF THE CUI BOARD MEMBERS ARE ELECTED EVERY THREE YEARS AT THE NATIONAL LCMS CONVENTION, AND AT THE SOUTH WISCONSIN DISTRICT CONVENTION. |
| FORM 990, PART VI, SECTION A, LINE 7B | CUI IS AN LCMS UNIVERSITY. AS SUCH, IT IS REQUIRED TO TAKE VARIOUS ITEMS TO THE CUS BOARD FOR APPROVALS. |
| 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 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 | COMPENSATION IS DETERMINED USING INDUSTRY STANDARDS, WAICU ORGANIZATIONAL DATA, CUS ORGANIZATIONAL DATA, AND OTHER VARIOUS DATA RESOURCES. FINAL AMOUNTS ARE APPROVED BY THE BOARD OF REGENTS ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTERTEST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE PRESIDENT OR THE EVP/COO. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CONCORDIA UNIVERSITY WISCONSIN FOUNDATION | ||||||||||
| 12800 N LAKE SHORE DRIVE | MEQUON | WI | 53097 | 396077337 | SUPPORT OF CUW | WI | 501(C)(3) | LINE 7 | CONCORDIA UNIVERSITY INC | Yes (1) |
| CUVENTURES | ||||||||||
| 12800 N LAKE SHORE DRIVE | MEQUON | WI | 53097 | 851566395 | SUPPORTING ORGANIZATION | WI | 501(C)(3) | LINE 12A, I | CONCORDIA UNIVERSITY WISCONSIN FOUNDATION | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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