2016-05-12T13:51:06-07:00 2015-06-30 990 2014-07-01 396077337 CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC CONC 2622435700 12800 N Lake Shore Drive Mequon WI 53097 Allen Prochnow Exec Vice President/ COO 2622434303 2016-05-12 2014 2016-08-17 19:52:53Z Allen Prochnow 12800 N Lakeshore Dr Mequon WI 53097 12723012 0 X www.cuw.edu X 2003 WI Supporting Organization - Concordia University Wisconsin Foundation is a supporting organization that provides general fund raising support and scholarship fund raising exclusively for Concordia University Inc., Mequon, WI and its students. 27 24 0 0 0 0 4581535 9014522 0 0 4276112 3708490 0 0 8857647 12723012 0 0 0 0 0 0 0 0 97459 100423 97459 100423 97459 8757224 12625553 73768386 77773908 -30707874 -38828316 104476260 116602224 Supporting Organization - Concordia University Wisconsin Foundation is a supporting organization that provides general fund raising support and scholarship fund raising exclusively for Concordia University Inc., Mequon, WI and its students. 0 0 0 0 0 Postsecondary Education General/Other: Concordia University Wisconsin Foundation provides general fund raising support and scholarship fund raising exclusively for Concordia University Inc, Mequon, WI and its students. 0 0 0 Concordia University Wisconsin Foundation provides general fund raising support and scholarship fund raising exclusively for Concordia University Inc, Mequon, WI and its students. 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 0 0 1 0 0 1 BD CJ NL VI 0 0 1 1 1 1 0 0 0 0 X 27 24 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X X Allen Prochnow EVP-COO 2622435700 12800 N Lake Shore Drive Mequon WI 53097 Warren B Twietmeyer Board Member 0.1 0 X 0 0 0 Theodore W Batterman Board Member 0.1 0 X 0 0 0 Thomas M Buuck Board Member 0.1 0 X 0 0 0 Dean W Fitting Board Member 0.1 0 X 0 0 0 James A Baka Board Member 0.1 0 X 0 0 0 Jon R Schumacher Board Member 0.1 0 X 0 0 0 James Engel Board Member 0.1 0 X 0 0 0 Gary V Zimmerman Board Member 0.1 0 X 0 0 0 Terry M Donovan Board Member 0.1 0 X 0 0 0 John J Stollenwerk Chairman 0.1 0 X 0 0 0 Marilyn L Holmquist Board Member 0.1 0 X 0 0 0 William G Feld Board Member 0.1 0 X 0 0 0 Richard C Vie Board Member 0.1 0 X 0 0 0 Michael H White Board Member 0.1 0 X 0 0 0 F William Boelter Board Member 0.1 0 X 0 0 0 Barry K Allen Board Member 0.1 0 X 0 0 0 Merle Freitag Board Member 0.1 0 X 0 0 0 Nancy Lewander Board Member 0.1 0 X 0 0 0 Robert Schjerven Board Member 0.1 0 X 0 0 0 Mark F Polzin Board Member 0.1 0 X 0 0 0 Frederick M Anderson Board Member 0.10 0 X 0 0 0 Randol Spaulding Board Member 0.1 0 X 0 0 0 Rich Twietmeyer Board Member 0.1 0 X 0 0 0 John Wundrock Board Member 0.1 0 X 0 0 0 Patrick T Ferry CUW/CUWF President 0 40 X 0 151125 47412 Allen J Prochnow EVP/Chief Op Off-CUW 0 40 X 0 186838 45882 Roy Peterson Vice President Advancement 0 40 X 0 82717 21450 0 420680 114744 0 0 1 0 0 0 0 0 0 0 9014522 0 9014522 0 0 0 0 0 795663 0 0 795663 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2912827 0 0 0 2912827 0 2912827 0 0 2912827 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12723012 0 0 3708490 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 949 0 0 949 0 0 0 0 0 0 0 0 0 0 0 0 57797 0 0 57797 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 38503 0 0 38503 0 0 0 0 Entertainment 210 0 0 210 97459 0 0 97459 1293619 858893 0 0 2694187 4226937 0 0 0 0 0 0 0 0 0 0 0 0 5802202 236766 5603939 5565436 49003287 49653358 15142216 17442201 0 0 0 0 31138 27083 73768386 77773908 -30707874 -38828316 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 -30707874 -38828316 X 79286379 93758994 7198147 6658907 17991734 16184323 104476260 116602224 73768386 77773908 X 12625553 -499589 0 0 0 0 X 0 1 X 1 0 X 2614612 4859550 3590114 4581535 9014522 24660333 0 0 0 0 0 0 0 0 0 0 0 0 2614612 4859550 3590114 4581535 9014522 24660333 0 24660333 314017 384304 1410476 1302403 795663 4206863 0 0 0 0 0 0 0 0 0 0 0 0 28867196 0 0.85427 0.86023 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67983347 2248271 6026219 1336828 0 0 74921009 51042770 11363039 6264285 750480 -63733 0 67983347 45601008 1685386 4090196 363901 -30081 0 51042770 44768867 473035 782495 412296 11093 0 45601008 39511332 446743 4990770 364901 -56723 -128199 44768866 0.70 0.22 0.08 1 1 1 0 4262086 4262086 0 1540116 236766 1303350 0 0 0 0 0 0 0 0 0 0 0 0 5565436 7440685 F 0 Cash & Money Market Funds 3430634 F Hedge Funds 5572929 F Real Estate 997953 F 17442201 0 0 X 12223423 -499589 0 0 0 -499589 12723012 0 0 0 12723012 97459 0 0 0 0 0 97459 0 0 0 97459 Schedule D, Part V, Line 4 Concordia University Foundation provides general fund raising support and scholarship fund raising to create the endowments for the use exclusively by Concordia University Inc., and its students. 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 X, Line 2 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, 2015. The University's tax returns are subject to review and examination by Federal and State authorities. Open tax years subject to examination by the U.S. taxing authorities are for the years 2012 to 2015, which statutes expire 2015 and 2017, respectively. Open tax years subject to examination by the State taxing authorities are for the years 2011 to 2015, which statutes expire in 2015 to 2018, respectively. Central America and the Caribbean 0 0 Investments 2049644 0 0 2049644 0 0 0 1 0 0 X X 1 1 0 0 0 0 0 0 0 0 0 Allen J Prochnow EVP/Chief Op Off-CUW 0 186838 0 0 0 0 0 45882 0 28226 0 260946 0 243738 Patrick T Ferry CUW/CUWF President 0 151125 0 0 0 0 0 47412 0 198231 0 396768 0 346316 Roy Peterson Vice President Advancement 0 82717 0 0 0 0 0 21450 0 73600 0 177767 0 156359 Schedule J, Part I, Line 1a Patrick Ferry, Allen Prochnow, and Roy Peterson have memberships to the Wisconsin Club paid for by CUI. X 0 FMV X Computers & Accessories 1 0 Fair Market Value X Event Tickets 18 0 Fair Market Value X Printing Services 2 0 Fair Market Value 0 0 1 0 Schedule M, Part I, Line 33 Concordia University Wisconsin Foundation (CUWF), notes the FMV of non-cash contributions on receipts to donors and as a "memo" in the computer system. However, CUWF does not record the donation of non-cash contributions as revenue within the Financial Statements. Form 990, Part V, Line 4b The names of the foreign countries are Bermuda, Cayman Islands, Netherlands Antilles, and the British Virgin Islands. Form 990, Part VI, Section A, Line 7b Concordia University Wisconsin Foundation is directly controlled by Concordia University Inc. As such, it is required to take various items to the Concordia University Inc. Board of Regents for approval. Form 990, Part VI, Section B, Line 11b The 990 was prepared in-house. It was reviewed by the Vice President of Finance/Chief Financial Officer and forwarded to the organization's audit committee for review. The audit committee is made up of board members. A copy of the Form 990 is also sent to each member of the Board of Regents. After review by the committee and follow-up of any questions/concerns, the Form 990 and related schedules are electronically filed with the IRS. The audit committee reports the results of its review to the Board of Regents and the CUW Foundation Board. Form 990, Part VI, Section B, Line 12c Each year, all Board members and key officers are required to sign and date a conflict of interest statement, disclosing any conflicts and properly abstaining from any votes that may relate to the conflict. Form 990, Part VI, Section B, Line 15 There are NO paid positions in this organization. As such, no reviews, etc. are needed. Form 990, Part VI, Section C, Line 19 The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request to the CUW President or EVP/COO offices. Form 990, Part IX, Line 24e The entertainment expenses of $210 represent expenses for events including potential donors. Form 990, Part XI, Line 5 Other Changes in Net Assets reflects the Unrealized Gains of the Foundation. Concordia University Inc 12800 N Lake Shore Drive Mequon WI 53097 390833608 Higher education facility WI 501(1)(c)(3) line 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 Concordia University Inc l 259916 CUI Form 990, Part IX Concordia University Inc n 527783 CUI Form 990, Part IX Concordia University Inc o 1950408 CUI Form 990, Part IX Concordia University Inc r 59329 CUI Form 990, Part IX Form 8868 was timely filed and accepted.