2022-03-15T09:30:26-07:00 2021-06-30 990 2020-07-01 390833608 CONCORDIA UNIVERSITY INC CONC 2622435700 12800 N Lake Shore Drive Mequon WI 53097 Allen Prochnow Exec. Vice President & COO 2622434303 2022-03-15 1 11 0 AAL2 2020 2022-09-23 18:48:47Z Allen Prochnow 12800 N Lakeshore Dr Mequon WI 53097 169450549 0 X www.cuw.edu X 1881 WI 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. 18 18 2877 207 0 0 4865337 7940782 153705479 159644465 674730 914135 8305 16696 159253851 168516078 49894988 53102419 0 0 73990236 73636993 14454 0 3746039 41667009 43847543 165566687 170586955 -6312836 -2070877 169064782 163946113 47288307 44248015 121776475 119698098 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. 0 0 89082228 0 139769142 Post Secondary Education General/Other: 4857 students in undergraduate classes, 3273 students in graduate classes, 1840 students were graduated in the 2020-2021 school year. The University has 85 bachelor majors and 82 minors, 49 Masters programs, and six Doctoral programs. 53102419 53102419 53102419 Student Financial Aid Programs: Financial aid to students including scholarships, remitted tuition, and stipends for both undergraduate and graduate students. 0 0 0 142184647 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 1 1 0 0 1 10118 0 1 2877 1 0 1 HK 0 0 0 0 0 0 X 18 18 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 MI WI X Allen Prochnow- EVP-COO 2622435700 12800 N Lake Shore Dr Mequon WI 53097 Patrick T Ferry President 40 1 X 167767 0 247488 Allen Prochnow Exec VP & COO 40 1 X 234128 0 64830 William Cario Sr. Vice President 40 1 X 69576 0 202173 Dr Michael Brown Pharmacy Professor 40 0 X 179316 0 53298 Dr Daniel Sem Dean of School of Business 40 0 X 165135 0 63177 Dr Ernie Stremski Pharmacy Professor 40 0 X 161905 0 59764 Gretchen Jameson Vice President 40 0 X 162210 0 45667 Dr Steven Montreal Dean of Arts and Sciences 40 0 X 158968 0 44973 Roy Peterson Vice President 40 1 X 105804 0 95005 Thomas Phillip Vice President 40 0 X 128677 0 56323 Allan Buss Board Member-Advisory 0.1 0 X 0 0 0 Rev John Wille Board Member 0.1 0 X 0 0 0 Robert Denkert Board Member 0.1 0 X 0 0 0 Terry Donovan Board Member- Chairman 0.1 1 X 0 0 0 Dwayne Jobst Board Member 0.1 0 X 0 0 0 Dale Robertson Board Member 0.1 0 X 0 0 0 Richard Robertson Board Member 0.1 0 X 0 0 0 Ruth Koch Vice Chairperson 0.1 0 X 0 0 0 Christine Specht Board Member 0.1 1.00 X 0 0 0 Rev Dwayne Lueck LCMS - Advisory 0.1 0 X 0 0 0 Rev David Maier LCMS- Advisory 0.1 0 X 0 0 0 Dr Timothy Jest Board Member 0.1 0 X 0 0 0 Nancy Korom Board Member 0.1 0 X 0 0 0 Harriet Pedersen Board Member 0.1 0 X 0 0 0 John Berg Board Member 0.1 0 X 0 0 0 Deborah Davidson Board Member 0.1 0 X 0 0 0 David Fleming Board Member 0.1 0 X 0 0 0 Richard Laabs Board Member 0.1 0 X 0 0 0 Mark Polzin Advisory 0.1 1.00 X 0 0 0 Rev Michael Henrichs Board Member 0.1 0 X 0 0 0 Dr Gary Petersen Board Member 0.1 0 X 0 0 0 James Riske Jr Board Member 0.1 0 X 0 0 0 Rev Dr Daniel Brege LCMS-Advisory 0.1 0 X 0 0 0 Rev Dr Jamison Hardy LCMS-Advisory 0.1 0 X 0 0 0 Rev Dr Kevin Wilson LCMS-Advisory 0.1 0 X 0 0 0 1533486 0 932698 99 0 1 0 Midwest Fiber Networks 6070 N Flint Rd Glendale WI 532093714 Cabling installation 330417 Dell Marketing 1 Dell Way Round Rock TX 786820001 Computers 428187 TimelyMD 1315 S Adams St Fort Worth TX 761044404 Medical Services 149276 Mayer Helminiak Architects 10521 N Port Washington Rd Mequon WI 53092 Architectural Services 132195 Good Karma Brands Milw 310 W Wisconsin Ave Suite 100 Milwaukee WI 53203 Advertising 124672 13 0 0 0 0 7940782 0 0 7940782 Tuition and Fees 611310 139769142 139769142 0 0 Residence Hall Charges 611310 14904930 14904930 0 0 Food Service Charges 611310 4920076 4920076 0 0 Other Auxiliary and Local Support 611310 50317 50317 0 0 0 0 0 0 159644465 57189 0 0 57189 0 0 0 0 0 0 0 0 16696 0 0 0 16696 0 16696 0 0 16696 0 1791417 0 934471 0 856946 856946 0 0 856946 0 0 168516078 159644465 0 930831 0 0 53102419 53102419 0 0 0 0 1666680 888490 607001 171189 0 0 0 0 54686997 45771161 7517919 1397917 3700654 3382370 162286 155998 9941659 9086600 435975 419084 3641003 3052062 494029 94912 57730 43404 14326 0 549762 2729 547033 0 45075 0 45075 0 0 0 0 0 0 0 0 0 0 0 8519369 2748763 5609327 161279 4492275 521782 3859320 111173 2008512 1477853 447530 83129 2276419 1636598 639821 0 0 0 0 0 2614904 2614904 0 0 683374 639317 20902 23155 0 0 0 0 102263 89695 3899 8669 898024 0 898024 0 0 0 0 0 7464432 5427692 2036740 0 1025080 47500 950621 26959 Property Plant & Equip Allocation 0 5288560 -5288560 0 Bldg / Equipment Rental 3865634 1599032 2265128 1474 Utilities 3012144 44039 2968105 0 Various Other Expenses 6232546 4719677 421768 1091101 170586955 142184647 24656269 3746039 X 2081634 4717655 0 5595165 1175036 2346852 4417164 3551935 0 0 0 0 0 0 444474 239474 946345 1224275 244451757 83031613 166947129 161420144 0 0 0 0 0 0 0 0 -6947000 -15149387 169064782 163946113 5023173 5994241 0 0 6399778 4368037 0 0 0 0 0 0 27546733 25423716 0 0 8318623 8462021 47288307 44248015 X 101899809 97784481 19876666 21913617 121776475 119698098 169064782 163946113 X -2070877 0 0 0 0 -7500 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 40000 0 0 X X 0 91389352 4220221 27964169 1339845 676842 0 121557055 92320906 2450080 -821747 2559887 0 0 91389352 89130056 1484688 3334314 1628152 0 0 92320906 81502839 2974911 6172373 1520067 0 0 89130056 73660494 1274276 8096237 1528168 0 0 81502839 0.917 0.053 0.03 1 1 1 0 13984533 13984533 0 188750528 56059874 132690654 0 16398919 8091756 8307163 0 25023795 18879983 6143812 0 293982 0 293982 161420144 0 Due to Concordia University Wisconsin Foundation 8462021 8462021 X Schedule D, 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. Schedule D, 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. Schedule D, Part VIII Not required since Form 900, Part X, line 13 is less than 5% of line 16. Schedule D, Part X, Line 2 The Internal Revenue Service (IRS) has determined that the University, the Foundation (a private 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. 1 Federal Direct Loans 5863 41007881 0 Federal PELL 1109 4474562 0 Federal FSEOG 338 383542 Federal FWS 306 500000 Federal TEACH 16 43571 WI- Tuition Grant 468 1576866 WI- Academic 37 41663 WI- Nursing 4 12000 WI- Minority Retention 8 17750 WI- TIP 9 14800 CUW, CUWF, & CUAA Institutional Grants & Endorsements 4410 4403614 WI- Indian Grant 5 3300 MI- Tuition Grant 242 596050 MI- TIP 21 17500 MI- Nursing 7 9320 Schedule I, Part I, Line 2 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. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Allen Prochnow Exec VP & COO 234128 0 0 0 0 0 46500 0 18330 0 298958 0 0 0 William Cario Sr. Vice President 69576 0 0 0 0 0 40203 0 131995 0 241774 0 0 Thomas Phillip Vice President 128677 0 0 0 0 0 40700 0 15623 0 185000 0 0 Patrick T Ferry President 167767 0 0 0 0 0 50124 0 197364 0 415255 0 0 0 Roy Peterson Vice President 105804 0 0 0 0 0 24827 0 70178 0 200809 0 0 0 Gretchen Jameson Vice President 162210 0 0 0 0 0 43177 0 2490 0 207877 0 0 0 Dr Daniel Sem Dean of School of Business 165135 0 0 0 0 0 43202 0 19975 0 228312 0 0 0 Dr Michael Brown Pharmacy Professor 179316 0 0 0 0 0 45004 0 8295 0 232615 0 0 0 Dr Steven Montreal Dean of Arts and Sciences 158968 0 0 0 0 0 37102 0 7871 0 203941 0 0 0 Dr Ernie Stremski Pharmacy Professor 161905 0 0 0 0 0 43789 0 15975 0 221669 0 0 0 Schedule J, Part I, Line 1a 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. Patrick Ferry, 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. Various employee or employee relative 0 Disclosure subject to FERPA Salary or Wage Dr Tammy Ferry spouse of officer 84000 wages 0 Thomas Davilla son-in-law of officer 54700 wages 0 Jill Krell sister of officer 70549 wages 0 Rachel Thoms child of officer 45549 wages 0 Stephen Cario child of key employee 32067 wages 0 Kyle Thoms son-in-law of officer 53365 wages 0 Schedule L, Part III 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. 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 The 990 was prepared in-house. It 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 tot he public upon request to the President or the EVP/COO. Form 990, Part X, Line 15 The negative asset shown here in the amount of $15,149,387 represents the amount due to a related organization. Form 990, Part XI, Line 9 The negative $7500 shown here consists of a transfer of money to a new subsidiary called CUVentures. Concordia University Wisconsin Foundation 12800 N Lake Shore Drive Mequon WI 53097 396077337 supporting organization fundraising WI 501(c)(3) line 7 CUI 1 CUVentures 12800 N LakeShore Dr Mequon WI 53097 851566395 Supporting Organization WI 501(c)3 line 12 CUI 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 Concordia University Wisconsin Foundation m 304276 Form 990, Part IX, Col. D Concordia University Wisconsin Foundation n 1479980 Form 990, Part IX, Col. D Concordia University Wisconsin Foundation o 2239100 Form 990, Part IX, Col. D Concordia University Wisconsin Foundation s 26959 Form 990, Part IX, Col. D The 990 was prepared in-house. It required extra time, so we filed a timely extension.