2021-04-21T16:59:46-07:00 2020-06-30 990 2019-07-01 390833608 CONCORDIA UNIVERSITY INC CONC 2622435700 12800 N Lake Shore Drive Mequon WI 53097 Allen Prochnow Exec. Vice President & COO 2622434303 2021-04-22 2019 2022-09-23 18:48:47Z Allen Prochnow 12800 N LakeShore Dr Mequon WI 53097 160245128 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 3240 195 0 0 1045167 4865337 156816091 153705479 122297 674730 364896 8305 158348451 159253851 43674337 49894988 0 0 74764797 73990236 1313 14454 3165067 45153423 41667009 163593870 165566687 -5245419 -6312836 176772321 169064782 48683010 47288307 128089311 121776475 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 88586142 49894988 136347015 Post Secondary Education General/Other: 3767 students in undergraduate classes, 3273 students in graduate classes, 1206 students were graduated in the 2019-2020 school year. The University has 84 bachelor majors and 82 minors, 33 Masters programs, and four Doctoral programs. 49894988 49894988 49894988 Student Financial Aid Programs: Financial Aid to students including scholarships, remitted tuition, and stipends for both undergraduate and graduate students. 0 0 0 138481130 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 1 1 0 1 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 9333 0 3240 1 0 1 HK 0 0 0 1 1 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 Allen Prochnow Exec VP & COO 40 1.00 X 231374 0 46309 Patrick T Ferry President 40 1.00 X 166304 0 49934 Dr Michael Brown Pharmacy Professor 40 0 X 166514 0 44803 Dr Dean Arneson Dean of School of Pharmacy 40 0 X 192860 0 18114 Dr Ernie Stremski Pharmacy Professor 40 0 X 161720 0 43587 Gretchen Jameson Vice President 40 1.00 X 161717 0 38384 Dr Linda Samuel Director of OT Prog 40 0 X 153643 0 35694 Thomas Phillip Vice President 40 0 X 123861 0 40463 Roy Peterson Vice President 40 1.00 X 98508 0 25017 William Cario Sr. Vice President 40 0 X 68271 0 42969 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 0 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 0 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 0 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 1524772 0 385274 92 0 1 0 Mayer Helminiak Architects 10521 N Port Washington Rd Mequon WI 53092 Architectural Design services 191306 Midwest Fiber Networks 6070 N Flint Rd Glendale WI 532093714 Cabling installation 391694 Dell Marketing 1 Dell Way Round Rock TX 786820001 Computers 361181 Lamar Companies Box 96030 Baton Rouge LA 708969030 Advertising 153650 Roth Electrical LLC G2130 E Hemphill Rd Burton MI 485291307 Electrical work 152638 16 0 0 0 0 4865337 0 0 4865337 Tuition & Fees 611310 136347015 136347015 0 0 Residence Hall Charges 611310 12872611 12872611 0 0 Food Service Charges 611310 4425464 4425464 0 0 Other Auxiliary Charges 611210 60389 60389 0 0 0 0 0 0 153705479 92534 0 0 92534 0 0 0 0 0 0 0 0 8305 0 0 0 8305 0 8305 0 0 8305 1573473 0 991277 0 582196 0 582196 0 0 582196 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 159253851 153705479 0 683035 0 0 49894988 49894988 0 0 0 0 1694614 885491 615904 193219 0 0 0 0 54431567 46425532 6661766 1344269 3695826 3374669 156018 165139 10501817 9589238 443329 469250 3666412 3110442 462652 93318 168424 24202 144222 0 191422 0 191422 0 75530 0 75530 0 0 0 0 0 14454 14454 0 0 0 0 7088230 2371890 4580396 135944 4970131 556699 4324790 88642 1528259 865513 610991 51755 2528626 1593066 935560 0 0 0 0 0 1525670 1525670 0 0 1444712 1373257 48197 23258 0 0 0 0 391773 216942 126111 48720 1004268 0 1004268 0 0 0 0 0 7344090 5233381 2110709 0 1272236 83050 1189186 0 Bad Debt/Pledge Exp. 375647 359837 15810 0 Bldg/Equipment Rental Etc. 3997169 1540796 2453733 2640 Utilities 2551705 48267 2503438 0 Various Other Exp. 5209117 9408200 -4733542 534459 0 0 0 0 165566687 138481130 23920490 3165067 2957963 2081634 0 0 497471 1175036 4143507 4417164 0 0 0 0 0 0 287918 444474 690255 946345 242790642 75843513 170267947 166947129 0 0 0 0 0 0 0 0 -2072740 -6947000 176772321 169064782 7847866 5023173 0 0 3101865 6399778 0 0 0 0 0 0 29593309 27546733 0 0 8139970 8318623 48683010 47288307 X 111274043 101899809 16815268 19876666 128089311 121776475 176772321 169064782 -6312836 0 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 40000 0 0 X X 0 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 74921009 899815 -939543 1220787 0 0 73660494 0.823 0.139 0.038 1 1 1 0 13984533 13984533 0 188467987 51279887 137188100 0 16169385 7325319 8844066 0 24168737 17238307 6930430 0 0 0 0 166947129 0 Deposits Payable 3777699 Funds Held for Others 4540924 8318623 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 990, Part X, line 13 is less than 5% of line 16. Schedule D, Part X, Line 2 New Accounting Pronouncements- In July 2006, the FASB interpretation No.48, Accounting for Uncertainty in Income Taxes, an interpretation of FASB Statement No. 109 (Fin. 48). The University follows the accounting standards for contingencies in evaluating uncertain tax positions. This guidance prescribes recognition threshold principles for the financial statement recognition of tax positions taken or expected to be taken on a tax return that are not certain to be realized. No liability has been recognized by the University for uncertain tax positions as of June 30, 2020. The University's tax returns are subject to review and examination by the Federal and State authorities. Open tax years subject to examination by the U.S. authorities are for the years 2017 to 2020, which statutes expire in 2020 and 2023, respectively. Open tax years subject to examination by the State taxing authorities are for the years 2016 to 2020, which statutes expire in 2020 and 2022, respectively. 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 & Human Services grants related to the Nursing field. Central America and the Caribbean 0 0 Investments Investments 8237601 0 0 8237601 0 0 0 1 0 0 1 Federal Direct Loans 7107 53914524 0 Federal PELL 1246 4723023 0 Federal FSEOG 343 384749 0 Federal FWS 300 500000 0 Federal TEACH 28 84600 0 WI-Tuition Grant 545 1600663 0 WI_Academic 40 43313 0 WI_Nursing 4 5500 0 WI-Minority Retention 13 28145 0 WI_TIP 3 2700 0 CUW, CUWF, & CUAA Institutional Grants & Endorsements 4429 49017246 0 WI-Indian Grant 15 13150 0 MI-Tuition Grant 260 648500 0 MI-TIP 20 15000 0 MI-Nursing 0 0 0 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 X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Allen Prochnow Exec VP & COO 231374 0 0 0 0 0 46309 0 19859 0 297542 0 0 0 William Cario Sr. Vice President 68271 0 0 0 0 0 42969 0 132322 0 243562 0 0 0 Thomas Phillip Vice President 123861 0 0 0 0 0 40463 0 19739 0 184063 0 0 0 Patrick T Ferry President 166304 0 0 0 0 0 49934 0 198828 0 415066 0 0 0 Roy Peterson Vice President 98508 0 0 0 0 0 25017 0 69694 0 193219 0 0 0 Gretchen Jameson Vice President 161717 0 0 0 0 0 38384 0 2783 0 202884 0 0 0 Dr Linda Samuel Director of OT Prog 153643 0 0 0 0 0 35694 0 14322 0 203659 0 0 0 Dr Dean Arneson Dean of School of Pharmacy 192860 0 0 0 0 0 18114 0 -91965 0 119009 0 0 0 Dr Michael Brown Pharmacy Professor 166514 0 0 0 0 0 44803 0 14584 0 225901 0 0 0 Dr Ernie Stremski Pharmacy Professor 161720 0 0 0 0 0 43587 0 14997 0 220304 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. Schedule J, Part II In the details for Part II under line 9, Dean Arneson, there is a negative figure for nontaxable benefits this year of 91,965. The reason for this is that the employee retired, and in the following year, he repaid certain benefits that were recorded as nontaxable in previous years. Various employee or employee relative 0 Disclosure subj. to FERPA Salary or Wage Dr Tammy Ferry Spouse of Officer 82112 Salary 0 Cheryl Cario spouse of key employee 3500 Salary 0 Thomas Davilla son-in-law of Officer 56017 Salary 0 Jill Krell Sister of Officer 76378 Salary 0 Rachel Thoms Child of Officer 44413 Salary 0 Stephen Cario Child of Key Employee 14790 Salary 0 Kyle Thoms son-in-law of Officer 53836 Salary 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 Concordia University Wisconsin Foundation (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 at any time 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 interest policy, and financial statements are made available to the public upon request to the President or the EVP / COO. 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 509(a)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 296564 Form 990, Part IX, Col. D Concordia University Wisconsin Foundation n 588854 Form 990, Part IX, Col. D Concordia University Wisconsin Foundation o 2265195 Form 990, Part IX, Col. D