2014-05-14T10:10:57-07:00 2013-06-30 990 2012-07-01 390833608 CONCORDIA UNIVERSITY WISCONSIN CONC 2622435700 12800 N Lake Shore Drive Mequon WI 53097 Allen Prochnow 2622434303 2014-05-14 2012 2015-11-30 17:44:51Z Allen Prochnow 12800 N LakeShore Dr Mequon WI 53097 107895692 0 X www.cuw.edu X 1881 WI Post Secondary Education - Concordia University Wisconsin 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. 17 17 2256 0 0 0 592365 817915 97486685 106766883 85974 54138 191551 245747 98356575 107884683 21656856 24080485 0 0 42764653 48224580 0 0 1946831 25842328 27811153 90263837 100116218 8092738 7768465 178630503 194289700 30747994 30791322 147882509 163498378 Post Secondary Education - Concordia University Wisconsin 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 58734129 0 94940846 Post Secondary Education General/Other: 4419 students in undergraduate classes, 3332 students in graduate classes, 1571 students were graduated in the 2012-2013 school year. The University has 113 bachelor majors and 63 minors, 27 Masters programs, and three Doctoral programs. 24080485 0 24080845 Student Financial Aid Programs: Financial Aid to students including scholarships, remitted tuition, and stipends for both undergraduate and graduate students. 0 0 0 82814614 1 0 0 0 0 0 0 1 0 1 1 1 1 0 1 1 0 1 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 1 1 0 0 1 8604 0 1 2256 1 0 1 CJ 0 0 1 1 1 1 0 0 0 0 X 17 17 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X Allen Prochnow- EVP-COO 2622435700 12800 N Lake Shore Dr Mequon WI 53097 Mark Polzin 0.1 0 X 0 0 0 Rev Klemet Preus 0.1 0 X 0 0 0 Mary Dittmar 0.1 0 X 0 0 0 Rev John Wille 0.1 0 X 0 0 0 Robert Seefeld 0.1 0 X 0 0 0 Susan Groth 0.1 0 X 0 0 0 Terry Donovan 0.1 0 X 0 0 0 Dwayne Jobst 0.1 0 X 0 0 0 Dr Karl Kreft 0.1 0 X 0 0 0 Dcs Lynnette Fredericksen 0.1 0 X 0 0 0 Robert Schjerven 0.1 0 X 0 0 0 Susan Duda Hanas 0.1 0 X 0 0 0 Larry Floyd 0.1 0 X 0 0 0 Robert Knox 0.1 0 X 0 0 0 Ruth Koch 0.1 0 X 0 0 0 Christine Specht 0.1 0 X 0 0 0 John Stollenwerk 0.1 0 X 0 0 0 Rev Nathan Meador 0.1 0 X 0 0 0 Dr James Pingel 0.1 0 X 0 0 0 Rev Dwayne Lueck 0.1 0 X 0 0 0 Rev David Maier 0.1 0 X 0 0 0 Allen Prochnow 40 0 X 168195 0 40694 Andrew Luptak 40 0 X 49397 0 27829 Duane Hilgendorf 40 0 X 1124 0 22683 Thomas Phillip 40 0 X 109670 0 32099 Anita Clark 40 0 X 120178 0 33747 William Cario 40 0 X 51005 0 35460 Patrick T Ferry 40 0 X 134261 0 42947 Kenneth Gaschk 40 0 X 123976 0 34053 Joan Scholz 40 0 X 95004 0 30945 Dr Linda Samuel 40 0 X 151095 0 35860 Dr Dean Arneson 40 0 X 188971 0 33407 Curt Gielow 40 0 X 173412 0 35473 Dr Teresa Kaul 40 0 X 176267 0 19023 Dr John Dellinger 40 0 X 144936 0 30675 Roy Peterson 40 0 X 58798 0 18128 1746289 0 473023 44 0 1 0 K-12 Teachers Alliance 20642 Abbey Woods Ct N Frankfort IL 604233160 graduate recruiting comp 572225 Roseville Ventures LLC 4015 80th St Kenosha WI 531424936 Facilities Rental 318632 Godfrey & Kahn Bin 318 Milwaukee WI 532880318 Legal Services 173237 Stadium Bus Center 1243 N 10th St Milwaukee WI 532052559 Facilities Rental 148278 4 0 0 0 0 787915 30000 0 817915 Student Tuition & Fees 611310 94940846 94940846 0 0 Residence Hall fees 611310 7214574 7214574 0 0 Food Service Fees 611310 4150771 4150771 0 0 other Auxiliary 611310 460692 460692 0 0 0 0 0 0 106766883 65147 0 0 65147 0 0 0 0 0 0 0 0 0 146899 0 0 0 146899 146899 0 0 146899 0 0 0 11009 0 -11009 -11009 0 0 -11009 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Service Charges 611310 22200 0 0 22200 Misc. Revenue 611310 76648 0 0 76648 0 0 0 0 98848 107884683 106766883 0 299885 0 0 24080485 24080485 0 0 0 0 1450786 523314 689375 238097 0 0 0 0 35827415 31363396 3665738 798281 2211267 1886334 255272 69661 6344226 5411978 732387 199861 2390886 2078694 266228 45964 283329 146616 136713 0 104361 50907 53454 0 57707 0 57707 0 0 0 0 0 0 0 0 0 0 0 5574198 1553688 3894953 125557 2896669 292612 2493926 110131 1829697 1515945 265079 48673 473152 473032 100 20 0 0 0 0 1450089 1450089 0 0 1329085 1133402 145302 50381 0 0 0 0 314365 282167 19444 12754 159724 9120 150604 0 0 0 0 0 4379148 3464386 914762 0 616525 315 595597 20613 Bad Debt / Pledge Expense 111656 198297 -86641 0 Bldg/Equip Maint/RentaL 3386586 1276295 2108961 1330 Utilities 1569199 61476 1507723 0 Various Operating Expenses 3275663 5562066 -2511911 225508 100116218 82814614 15354773 1946831 3951996 4373757 7994820 4472524 1003562 391747 2229577 2452394 0 0 0 0 0 0 356866 442818 154685 219968 153072815 38959677 100421780 114113138 35998537 42507368 12096766 10206565 12456388 13114786 0 0 1965526 1994635 178630503 194289700 6949753 7295849 0 0 1478537 1456014 20624301 19972282 0 0 0 0 0 0 0 0 1695403 2067177 30747994 30791322 X 59372168 72290833 69300186 76124186 19210155 15083359 147882509 163498378 178630503 194289700 X 7768465 -425440 0 0 0 8272844 X 0 1 1 1 1 X 0 40000 0 0 X X 0 45601008 1685386 4090196 363901 -30081 0 51042770 44768867 473035 782495 412296 11093 0 45601008 39511332 446743 4990770 364901 -56723 -128199 44768866 39057970 601626 704237 892416 -39915 0 39511332 41689226 2101312 -3615482 1250541 -133455 0 39057970 0.64 0.36 0 1 1 1 0 13099404 13099404 0 104200213 24004249 80195964 0 12527958 3443830 9084128 0 17209982 11511598 5698384 0 6035258 0 6035258 114113138 2236582 F 0 F Cash 76128 F Certificates of Deposit 448162 F Cash & Money Market Funds 2475332 F Hedge Funds 3134548 F Real Estate 1835813 F 10206565 Investments-Programs CUWF 13114786 F 13114786 0 Deposits Payable 491500 Funds Held For Others 1575677 2067177 X 83804198 0 0 0 0 0 83804198 0 24080485 24080485 107884683 76035733 0 0 0 0 0 76035733 0 24080485 24080485 100116218 SchD_P03_S00_L04 Schedule D, Part III, Line 4 Concordia University Wisconsin holds a collection of artwork which is used by the Art Department to enhance the student's studies and for public exhibition. SchD_P05_S00_L04 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. SchD_P10_S00_L02 Schedule D, Part X, Line 2 New Accounting Pronouncements- In July 2006, the FASB issued 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, 2013. 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 2010 to 2013, which statutes expire in 2013 to 2015, respectively. Open tax years subject to examination by the State taxing authorities are for the years 2009 to 2013, which statutes expire in 2013 to 2015, respectively. SchD_P11_S00_L04b Schedule D, Part XI, Line 4b Scholarships for Students SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Scholarships for Students 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 It is on the website and referenced during Admission and entrance requirements general information- Concordia University Wisconsin admits qualified students of any race, color, or national or ethnic origin to all programs and activities and is nondiscriminatory in the administration of its policies or programs. To be considered for admission to CUW, 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. SchE_P01_S00_L06 Schedule E, Part I, Line 6 Concordia University Wisconsin is a direct lending institution of federal funds. It also receives PELL, FSEOG, TEACH, and Department of Health & Human Services grants related to the nursing field. Central America and the Caribbean 0 0 Investments 1830707 0 0 1830707 0 0 0 1 0 0 1 Federal Direct Loans 5068 54215900 0 Federal PELL 1734 5606464 0 Federal FSEOG 263 263320 0 Federal FWS 268 200000 0 Federal TEACH 8 20183 0 State of Wi- Tuition Grant 679 1758075 0 State of Wi- Academic Scholarship 30 31499 0 State of WI- Handicap 2 2700 0 State of WI- Nursing Loan 4 12000 0 State of WI-Minority Retention 14 30315 0 State of WI- TIP 16 21900 0 CUW & CUWF Institutional Grants & Endorsements 2659 24607384 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Concordia University Wisconsin 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 upon 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 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Allen Prochnow 168195 0 0 0 0 0 40694 0 20105 0 228994 0 220809 0 Andrew Luptak 49397 0 0 0 0 0 27829 0 73852 0 151078 0 148962 0 Thomas Phillip 109670 0 0 0 0 0 32099 0 2278 0 144047 0 139945 0 Duane Hilgendorf 1124 0 0 0 0 0 22683 0 108363 0 132170 0 167283 0 Anita Clark 120178 0 0 0 0 0 33747 0 6297 0 160222 0 155572 0 William Cario 51005 0 0 0 0 0 35460 0 94483 0 180948 0 174673 0 Patrick T Ferry 134261 0 0 0 0 0 42947 0 148589 0 325797 0 308254 0 Kenneth Gaschk 123976 0 0 0 0 0 34053 0 7488 0 165517 0 162906 0 Joan Scholz 95004 0 0 0 0 0 30945 0 8961 0 134910 0 130915 0 Dr Linda Samuel 151095 0 0 0 0 0 35860 0 13535 0 200490 0 182804 0 Dr Dean Arneson 188971 0 0 0 0 0 33407 0 939 0 223317 0 219088 0 Curt Gielow 173412 0 0 0 0 0 35473 0 12463 0 221348 0 219600 0 Dr Teresa Kaul 176267 0 0 0 0 0 19023 0 2882 0 198172 0 200664 0 Dr John Dellinger 144936 0 0 0 0 0 30675 0 11304 0 186915 0 185292 0 Roy Peterson 58798 0 0 0 0 0 18128 0 65072 0 141998 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Those approved by the Board as "Ministers of the Gospel" received a board approved housing allowance %. CUW 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, Duane Hilgendorf, and Roy Peterson have memberships to the Wisconsin Club paid for by CUW. Maintenance staff perform various duties at the President's house, which is owned by the University. A 2009 Series WHEFA-Wisconsin Health and Education Facilities Authority 2009-05-21 18970000 collapse series 2005 & 2006-Envron science bldg, science labs 0 0 0 A 0 0 18970000 0 0 0 433545 13170000 5800000 0 0 0 2010 0 1 1 1 A 0 0 0 0 0 0 0 0 0 0 A 0 1 0 1 1 0 0 0 1 A 1 SchK_P04_S00_L02c Schedule K, Part IV, Line 2c The rebate is due on May 1, 2014. Various employee or relative of employee 0 Disclosure subject to FERPA law Salary or Wage Tamara Ferry employee is spouse of an Officer 51605 employee 0 Cheryl Cario employee is spouse of a key employee 6850 employee 0 Mary Hilgendorf employee is spouse of former Officer 8345 employee 0 Jill Gaschk employee is spouse of an Officer 30114 employee 0 Thomas davila employee is son-in-law of an Officer 46445 employee 0 Rachel Ferry employee is child of an Officer 14753 employee 0 Jill Krell employee is sister of an officer 56054 employee 0 Rachel Scholz employee is child of an Officer 1898 employee 0 SchL_P03_S00_L00 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 amount of assistance granted are subject to FERPA law. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a Concordia University Wisconsin is an LCMS university. As such, it is required to take various items to the Concordia University System board for approvals. Additionally, a portion of the CUW board members are elected every three years at the national LCMS convention, and at the South Wisconsin District Convention. F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b Concordia University Wisconsin is an LCMS university. As such, it is required to take various items to the Concordia University System Board for approvals. F990_P06_S0B_L11b 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 of the University and the Concordia University Wisconsin Foundation. 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. F990_P06_S0B_L12c 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. F990_P06_S0B_L15 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. F990_P06_S0C_L19 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. F990_P11_S00_L09 Form 990, Part XI, Line 9 Concordia University Wisconsin Foundation Investment Change in Net Assets plus Unrealized Gain or Loss from the CUWF return. Concordia University Wisconsin Foundation 12800 N Lake Shore Drive Mequon WI 53097 396077337 supporting organization fundraising WI 501(c)(3) line 7 CUW 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 Concordia University Wisconsin Foundation e 18970000 Concordia University Wisconsin Foundation m 298823 CUW Form 990, Part IX Concordia University Wisconsin Foundation n 275531 CUW Form 990, Part IX Concordia University Wisconsin Foundation o 1351864 CUW Form 990, Part IX Concordia University Wisconsin Foundation s 20613 CUW Form 990, Part IX Form 8868 was timely filed and accepted.