2016-05-12T13:59:09-05:00 2015-06-30 271728945 PKF O'CONNOR DAVIES LLP 15 ESSEX RD PARAMUS NJ 076521412 990 2014-07-01 131740448 CONCORDIA COLLEGE CONC 9143379300 171 WHITE PLAINS ROAD BRONXVILLE NY 10708 THEODORE FRANCAVILLA CFO 9143379300 2016-05-12 1 BRIAN M FLYNN P00739850 2017129800 2016-05-12 2014 2016-08-17 19:52:53Z THEODORE S FRANCAVILLA 171 WHITE PLAINS ROAD BRONXVILLE NY 10708 33860011 0 X CONCORDIA-NY.EDU X 1881 NY EDUCATION - SEE SCHEDULE O 16 16 661 16 0 0 1293338 1450642 27352331 30807976 28239 17850 1024351 1063112 29698259 33339580 8260936 8782200 0 0 12294863 13247601 0 0 448742 10650610 11574736 31206409 33604537 -1508150 -264957 36484954 39877656 12616688 15901689 23868266 23975967 X SEE SCHEDULE O 0 0 27565962 8782200 30807976 THE COLLEGE PROVIDES GRADUATE AND UNDERGRADUATE EDUCATIONAL PROGRAMSAND RELATED SERVICES FOR APPROXMIATELY 1,000 STUDENTS. SEE SCHEDULE O PART III FOR MORE INFORMATION. 27565962 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 124 0 661 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THEODORE S FRANCAVILLA 9143379300 171 WHITE PLAINS ROAD BRONXVILLE NY 10708 JEAN HANSON CHAIR 1.00 X X 0 0 0 T SCOTT WITTMAN VICE CHAIR 1.00 X X 0 0 0 HOWARD F CRUMB SECRETARY 1.00 X X 0 0 0 REV DR DAVID BENKE BOARD OF REGENTS 0.50 X 0 0 0 FREDERICK W BERNTHAL BOARD OF REGENTS 0.50 X 0 0 0 REV DR JON DIEFENTHALER BOARD OF REGENTS 0.50 X 0 0 0 HEIDI J FIELDS BOARD OF REGENTS 0.50 X 0 0 0 DR MARY E HILGENDORF BOARD OF REGENTS 0.50 X 0 0 0 JAMES T JAHNKE BOARD OF REGENTS 0.50 X 0 0 0 PHILIP LEEGE BOARD OF REGENTS 0.50 X 0 0 0 BRIG GEN MICHAEL J MEESE PHD BOARD OF REGENTS 0.50 X 0 0 0 THE REV WILLIAM J MEYER BOARD OF REGENTS 0.50 X 0 0 0 GARY E MULLER BOARD OF REGENTS 0.50 X 0 0 0 THOMAS ROEMKE BOARD OF REGENTS 0.50 X 0 0 0 DAVID A SCHEFFEL BOARD OF REGENTS 0.50 X 0 0 0 HOPE WITTROCK BOARD OF REGENTS 0.50 X 0 0 0 VIJI GEORGE PRESIDENT 40.00 X 102138 0 174977 THEODORE FRANCAVILLA CFO 40.00 X 91214 0 0 SHERRY FRASER PROVOST 40.00 X 97596 0 488 290948 0 175465 1 0 1 0 CHARTWELLS COMPASS GROUP 3 INTERNATIONAL DR PORT CHESTER NY 105737500 FOOD SERVICE 1988801 C-CLEAN CORPORATION 69 FENIMORE DR HARRISON NY 10528 CLEANING SERVICES 396645 CONCORDIA UNIVERSITY SYSTEM 1333 S KIRKWOOD RD SAINT LOUIS MO 631227295 COMPUTER SERVICES 306771 C&M CONTRACTING INC 125 CHURCH STREET PEMBROKE MA 023591929 BUILDING RENOVATIONS 276913 LUCADAMO & SONS INC 215 SOUTH 13TH AVE MOUNT VERNON NY 10550 BUILDING RENOVATIONS 263123 5 5899 1444743 20257 1450642 TUITION AND FEES 611710 25402439 25402439 AUXILIARY ENTERPRISES 900099 5350537 5350537 OTHER PROGRAM SERVICE FEE 900099 55000 55000 30807976 2257 2257 785894 0 785894 785894 785894 536024 520431 15593 15593 15593 OTHER INCOME 900099 214489 214489 PARTICIPATION/COMMISSION FEES 900099 35646 35646 FINES 900099 27083 27083 277218 33339580 30807976 0 1080962 8782200 8782200 490282 490282 10288300 8834309 1171639 282352 739529 600295 119427 19807 974226 942138 1002 31086 755264 613067 121968 20229 492839 461433 31406 156289 2993 153296 40000 40000 616303 452461 132857 30985 352200 327851 23849 500 688437 601379 70152 16906 673748 244831 428917 1552081 1539371 12710 318400 251144 60940 6316 149249 121128 27691 430 436523 103016 333507 1492273 1492273 675793 340862 334628 303 CONTRACTED FOOD SERVICE 1807284 1807284 EQUIPMENT RENTAL AND MA 868057 733036 134871 150 FOOD, BEVERAGE & HOSPIT 462249 361004 81904 19341 BAD DEBT 247000 247000 546011 446160 79514 20337 33604537 27565962 5589833 448742 9855 9430 207897 1342210 645979 753307 896481 919065 58373 7682 95161 418009 43371743 17930419 23608371 25441324 10323528 10327673 470815 462318 168494 196638 36484954 39877656 1318837 1589394 690784 1210350 9730077 11414466 876990 1687479 12616688 15901689 X 11806170 11840107 3172143 3194484 8889953 8941376 23868266 23975967 36484954 39877656 X -264957 420855 -48197 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 9530583 68053 403978 487056 9515558 8864552 96917 1558833 989719 9530583 8078948 211699 1197282 623377 8864552 8219090 215303 45792 401237 8078948 7238471 99674 1394300 513355 8219090 0.00000 0.83590 0.16410 0 0 186888 186888 32229333 10936497 21292836 1837258 903749 933509 9043494 6090173 2953321 74770 74770 25441324 ANNUITIES PAYABLE 151724 FUNDS ADVANCED BY CONCORDIA UNIVERSITY SYSTEM 935755 INVESTMENT ADVANCE 600000 1687479 X 24930038 420855 420855 24509183 8830397 8830397 33339580 24822337 0 24822337 8782200 8782200 33604537 PART III, LINE 4: THE COLLEGE MAINTAINS A COLLECTION OF AUTOGRAPHED MATERIAL OF AMERICAN BUSINESSMEN, FINANCIERS AND WEALTH CREATORS IN SUPPORT OF PUBLIC EXHIBITION, SCHOLARLY RESEARCH AND PRESERVATION FOR FUTURE GENERATIONS. PART V, LINE 4: THE COLLEGE CURRENTLY MAINTAINS VARIOUS DONOR-RESTRICTED ENDOWMENT FUNDS WHOSE PURPOSES ARE TO PROVIDE LONG TERM SUPPORT FOR THE PROGRAMS OF THE COLLEGE. PART X, LINE 2: THE COLLEGE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE COLLEGE HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE COLLEGE IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2012. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE 8,782,200. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 39,700. CHANGE IN VALUE OF FUNDS HELD BY THIRD-PARTY TRUSTEES 8,497. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE 8,782,200. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 A GENERAL STATEMENT OF NON-DISCRIMINATION IS INCLUDED IN ALL OF CONCORDIA COLLEGE'S PROMOTIONAL MATERIALS AND OTHER PRINTED MEDIA RELATING TO THE RECRUITMENT OF STUDENTS AND EMPLOYEES. SOUTH ASIA 0 3 PROGRAM SERVICES IDENTIFICATION AND RECRUITMENT OF STUDENTS 73509 EAST ASIA AND THE PACIFIC 0 2 IDENTIFICATION AND RECRUITMENT OF STUDENTS 8100 EAST ASIA AND THE PACIFIC 0 4 PROGRAM SERVICES IDENTIFICATION AND RECRUITMENT OF STUDENTS 35000 0 9 0 0 0 9 116609 0 116609 0 0 0 0 0 0 PART I, LINE 3: THE METHOD USED TO ACCOUNT FOR THE EXPENDITURES IS BASIS ON THE ACCRUAL ACCOUNTING METHOD. 1 SCHOLARSHIPS 689 8782200 PART I, LINE 2: THE COLLEGE HAS ESTABLISHED POLICIES, PROCEDURES, AND CONTROLS OVER THE AWARDING, DISBURSING, AND MONITORING OF STUDENT FINANCIAL AID OR ASSISTANCE TO INDIVIDUAL STUDENTS IN COMPLIANCE WITH FEDERAL AND STATE OF NEW YORK REGULATIONS AND REQUIREMENTS. X 1 0 X 0 0 0 0 0 0 0 0 0 VIJI GEORGE PRESIDENT 98837 0 0 0 3301 0 511 0 174466 0 277115 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: THE PRESIDENT OF THE COLLEGE IS REQUIRED TO RESIDE IN HOUSING ON CAMPUS AS A CONDITION OF EMPLOYMENT. AS SUCH, THE PRESIDENT IS REQUIRED TO HOST VARIOUS FACULTY, STAFF, STUDENT, COMMUNITY AND BOARD OF REGENTS MEETINGS AND RELATED FUNCTIONS AT HIS RESIDENCE. IN ADDITION, THE COLLEGE ALSO PROVIDE THE PRESIDENT PERSONAL USE OF THE COMPANY CAR. HOUSING ALLOWANCE AND PERSONAL USE OF COMPANY CAR ARE NON-TAXABLE BENEFITS FOR THE PRESIDENT AND ARE REPORTED ON FORM 990, SCHEDULE J, PART II, COLUMN (D). FORM 990, PART I, LINE 1 CONCORDIA COLLEGE, NEW YORK, A COLLEGE OPERATED IN ASSOCIATION WITH THE LUTHERAN CHURCH-MISSOURI SYNOD, ("LCMS"), ENGAGES AND NURTURES A DIVERSE STUDENT BODY IN A CHRIST-CENTERED, VALUE-ORIENTED, LIBERAL ARTS EDUCATION FOR LIVES OF SERVICE TO CHURCH AND COMMUNITY. THE LCMS ESTABLISHES BROAD OPERATING POLICIES THROUGH THE BOARD OF THE CONCORDIA UNIVERSITY SYSTEM. FOUNDED IN 1881, CONCORDIA IS A COEDUCATIONAL LIBERAL ARTS COLLEGE LOCATED ON A 33-ACRE CAMPUS IN BRONXVILLE, NY, OFFERING BOTH UNDERGRADUATE AND GRADUATE PROGRAMS. THE COLLEGE IS CHARTERED BY THE BOARD OF REGENTS OF THE UNIVERSITY OF THE STATE OF NEW YORK TO OFFER ASSOCIATE, BACHELOR AND MASTER'S DEGREES. CONCORDIA COLLEGE OFFERS TWELEVE MAJOR UNDERGRADUATE PROGRAMS OF STUDY: BEHAVIORAL SCIENCE, BIOLOGY, BUSINESS, EDUCATION, ENGLISH/COMMUNICATIONS, HEALTH STUDIES, HEALTHCARE ADMINISTRATION, LIBERAL STUDIES, NURSING, SOCIAL SCIENCE SOCIAL WORK, AND RADIOLOGIC TECHNOLOGIES. IN ADDITION, THROUGH ITS DIVISION OF NURSING, CONCORDIA OFFERS AN ACCELERATED 15-MONTH POST-BACCALAUREATE DEGREE PROGRAM IN NURSING DESIGNED FOR STUDENTS WHO HAVE COMPLETED A BACHELOR'S DEGREE. ADULT STUDENTS MAY CONTINUE THEIR EDUCATION THROUGH CONCORDIA'S ACCELERATED DEGREE PROGRAM, OFFERING DEGREES IN BEHAVIORAL SCIENCES, BUSINESS ADMINISTRATION, HEALTH STUDIES AND HEALTHCARE ADMINISTRATION. THE COLLEGE OFFERS THREE GRADUATE DEGREE PROGRAMS: AN M.S. IN CHILDHOOD SPECIAL EDUCATION, AN M.S. IN GENERAL/SPECIAL EDUCATION, AND AN M.S. IN BUSINESS LEADERSHIP. CONCORDIA COLLEGE IS ACCREDITED BY THE COMMISSION ON HIGHER EDUCATION OF THE MIDDLE STATES ASSOCIATION OF COLLEGES AND SCHOOLS. THE EDUCATION PROGRAM IS ACCREDITED BY THE NATIONAL COUNCIL FOR ACCREDITATION OF TEACHER EDUCATION, THE SOCIAL WORK PROGRAM IS ACCREDITED BY THE COMMISSION ON ACCREDITATION OF THE COUNCIL ON SOCIAL WORK EDUCATION, AND THE NURSING PROGRAM IS ACCREDITED BY THE COLLEGIATE COMMISSION ON NURSING EDUCATION. FORM 990, PART III, LINE 4A BUSINESS ADMINISTRATION TOTAL ENROLLMENT IN 2015: 262 CONCORDIA'S UNDERGRADUATE BUSINESS ADMINISTRATION PROGRAM OFFERS THE MOST IMPORTANT COMPONENT OF BUSINESS EDUCATION - REALITY. CONCORDIA STUDENTS LEARN TO TRANSLATE THEORIES AND KNOWLEDGE FROM THEIR CLASSES INTO INFORMED DECISION-MAKING. BEFORE ENTERING THE BUSINESS WORLD, THEY ARE INVOLVED IN COURSES THAT ADDRESS BOTH THE PEOPLE AND PRACTICAL SIDES OF BUSINESS. HIGHLIGHTS OF THE PROGRAM INCLUDE: - PROFESSORS WITH PROFESSIONAL EXPERIENCE WHOSE TEACHING REFLECTS THE REALITY OF THE WORKPLACE - A FOCUS ON PROFESSIONAL SKILLS SUCH AS LEADERSHIP, COMMUNICATION, PROBLEM SOLVING, AND TEAMWORK - A HIGH LEVEL OF PERSONAL ATTENTION FOR EACH STUDENT - CORE CLASSES COVER MANAGEMENT, MARKETING, ECONOMICS, LAW, FINANCE, ACCOUNTING, AND STATISTICS. STUDENTS ALSO LEARN TO PREPARE FOR THE CHANGING GLOBAL BUSINESS ENVIRONMENT WITH A SOLID LIBERAL ARTS BASE AND A CROSS-CULTURAL APPRECIATION FOR OTHER NATIONS AND TRADITIONS. - ABOVE ALL, CONCORDIA PRODUCES PRINCIPLED BUSINESS PROFESSIONALS THAT BUILD SUCCESSFUL CAREERS WHILE BEING SOCIALLY AND ETHICALLY RESPONSIBLE THE MASTER OF SCIENCE IN BUSINESS LEADERSHIP PROGRAM EMPOWERS STUDENTS TO BECOME DYNAMIC LEADERS IN BOTH THE PRIVATE AND NONPROFIT SECTORS. THE PROGRAM TEACHES LEADERSHIP, DECISION-MAKING, COMMUNICATION, FINANCE AND ENTREPRENEURIAL SKILLS NEEDED TO BECOME AN ETHICAL BUSINESS LEADER. THE CURRICULUM'S FOCUS IS ON BUSINESS SPECIALIZATIONS THAT DEVELOP TRANSFERABLE SKILLS SOUGHT IN TODAY'S GLOBAL ORGANIZATIONS. NURSING TOTAL ENROLLMENT IN 2015: 177 CONCORDIA OFFERS THREE NURSING PROGRAM FORMATS: A TRADITIONAL UNDERGRADUATE PROGRAM, A 15 MONTH ACCELERATED PROGRAM, AND AN RN TO BS COMPLETION PROGRAM. PROGRAM HIGHLIGHTS INCLUDE: - NCLEX PASS RATES WITHIN TOP 10 IN NY STATE - CLINICAL PLACEMENTS THROUGHOUT THE NEW YORK METRO AREA AND WESTCHESTER COUNTY - STATE OF THE ART SIMULATION LABS ALLOW STUDENTS TO PRACTICE THEIR ON THE JOB SKILLS - A NATIONALLY RENOWNED FACULTY - SMALL CLASS SIZES WITH PROFESSORS WHO CARE ABOUT STUDENTS CONCORDIA'S TEACHER EDUCATION PROGRAMS, FULLY ACCREDITED BY CAEP (FORMERLY NCATE), INCLUDE A FOUNDATION IN LIBERAL ARTS AND A CORE OF EDUCATION COURSES, WHICH ARE ENHANCED BY A STRONG EMPHASIS ON PRE-PROFESSIONAL FIELD EXPERIENCES. TEACHER EDUCATION TOTAL ENROLLMENT IN 2015: 143 UNDERGRADUATE TEACHER EDUCATION CANDIDATES WHO WISH TO WORK WITH STUDENTS IN A TRADITIONAL SELF-CONTAINED CLASSROOM MAY CHOOSE EARLY CHILDHOOD (BIRTH-GRADE 2), CHILDHOOD (GRADES 1-6) OR MIDDLE CHILDHOOD GENERALIST (GRADES 5-9) PROGRAM. TEACHER EDUCATION CANDIDATES ALSO SELECT AN AREA OF ACADEMIC CONCENTRATION. CONCORDIA'S PROGRAM OFFERS A LIBERAL STUDIES CONCENTRATION WITH A SPECIALIZATION IN ART, SOCIAL SCIENCES, BIOLOGY, ENGLISH, RELIGION, MATHEMATICS, MUSIC, OR SOCIAL STUDIES. GRADUATES OF CONCORDIA'S TRADITIONAL TEACHER EDUCATION PROGRAM QUALIFY ACADEMICALLY FOR AN INITIAL NEW YORK STATE CLASSROOM TEACHING CERTIFICATE AND THUS ARE READY TO TEACH IN PUBLIC, PRIVATE, OR PAROCHIAL SCHOOLS. 93% OF THE 2013-2014 GRADUATES ARE EMPLOYED IN THE EDUCATION FIELD. CONCORDIA COLLEGE ALSO OFFERS TWO CONCENTRATIONS FOR ITS MASTERS DEGREE IN SPECIAL EDUCATION: EARLY CHILDHOOD AND CHILDHOOD. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING DEPARTMENT. COPY OF THE FORM 990 IS ELECTRONICALLY PROVIDED TO ALL MEMBERS OF THE BOARD OF REGENTS FOR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONCORDIA COLLEGE HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT ANNUALLY MONITORS AND ENFORCES. CONCORDIA HAS ALL MEMBERS OF SENIOR MANAGEMENT AND THE GOVERNING BODY ANNUALLY SIGNS A CONFLICT OF INTEREST POLICY AND DISCLOSES ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. ANY REPORTED CONFLICTS ARE ADDRESSED BY THE BOARD OF REGENTS. IF A BOARD MEMBER HAS A CONFLICT OF INTEREST, HE/SHE WOULD BE EXCUSED FROM PARTICIPATING IN THE VOTE OF THAT PARTICULAR CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT OF THE COLLEGE IS ESTABLISHED IN A FORMAL EMPLOYMENT CONTRACT EXECUTED BETWEEN THE PRESIDENT AND THE EXECUTIVE COMMITTEE OF THE BOARD OF REGENTS. COMPENSATION FOR OTHER KEY EMPLOYEES IS ESTABLISHED BY THE PRESIDENT OF THE COLLEGE IN CONSULTATION WITH MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD OF REGENTS. FORM 990, PART VI, SECTION C, LINE 19 CONCORDIA COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE, THE INFORMATION IS AVAILABLE UPON WRITTEN REQUEST AT 171 WHITE PLAINS ROAD, BRONXVILLE, NY 10708. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS -39,700. CHANGE IN VALUE OF FUNDS HELD BY THIRD-PARTY TRUSTEES -8,497. FORM 990, PART XII, LINE 2C: THE PURPOSE OF THE AUDIT COMMITTEE IS TO ASSIST THE BOARD OF REGENTS IN ITS OVERSIGHT RESPONSIBILITIES RESPECTING (1) THE AUDIT OF THE COLLEGE'S BOOKS AND RECORDS AND (2) THE COLLEGE'S SYSTEM OF INTERNAL CONTROL. THE SPECIFIC DUTIES ARE ARTICULATED IN THE AUDIT COMMITTEE CHARTER. THE LUTHERAN CHURCH - MISSOURI SYNOD AND THE CONCORDIA UNIVERSITY SYSTEM 1333 S KIRKWOOD RD KIRKWOOD MO 63122 430658188 RELIGIOUS ORGANIZATION MO 501(C)(3) LINE 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1