CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC (EIN 39-6077337)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-05-13
IRS object ID: 201341349349304524
Schema version: 2011v1.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-13T18:29:44-07:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	396077337	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	CONC	NameControl
Phone	2622435700	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12800 N Lake Shore Drive	AddressLine1
City	Mequon	City
State	WI	State
ZIP Code	53097	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Allen Prochnow	Name
Title	Exec Vice President/ COO	Title
Phone	2622434303	Phone
Date Signed	2013-05-13	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Allen Prochnow	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	12800 N Lake Shore Dr	AddressLine1
City	Mequon	City
State	WI	State
ZIP Code	53097	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	5463978	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.cuw.edu	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2003	YearFormation
State Legal Domicile	WI	StateLegalDomicile
Activity Or Mission Description	Supporting Organization - Concordia University Wisconsin Foundation is a supporting organization that provides general fund raising support and scholarship fund raising exclusively for Concordia University Wisconsin, Mequon, WI and its students.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	25	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	22	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	2614612	ContributionsGrantsPriorYear
Contributions Grants Current Year	4859550	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	0	ProgramServiceRevenuePriorYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	2886032	InvestmentIncomePriorYear
Investment Income Current Year	604428	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	5500644	TotalRevenuePriorYear
Total Revenue Current Year	5463978	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	0	SalariesEtcPriorYear
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	73860	TotalFundrsngExpCurrentYear
Other Expense Prior Year	89425	OtherExpensePriorYear
Other Expenses Current Year	73860	OtherExpensesCurrentYear
Total Expenses Prior Year	89425	TotalExpensesPriorYear
Total Expenses Current Year	73860	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	5411219	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	5390118	RevenuesLessExpensesCY
Total Assets BOY	57650331	TotalAssetsBOY
Total Assets EOY	60059731	TotalAssetsEOY
Total Liabilities BOY	-22208752	TotalLiabilitiesBOY
Total Liabilities EOY	-25309603	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	79859083	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	85369334	NetAssetsOrFundBalancesEOY
Mission Description	Supporting Organization - Concordia University Wisconsin Foundation is a supporting organization that provides general fund raising support and scholarship fund raising exclusively for Concordia University Wisconsin, Mequon, WI and its students.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	0	Expense
Grants	0	Grants
Revenue	0	Revenue
Description	Postsecondary Education General/Other: Concordia University Wisconsin Foundation provides general fund raising support and scholarship fund raising exclusively for Concordia University Wisconsin, Mequon, WI and its students.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	0	Expense
Grants	0	Grants
Revenue	0	Revenue
Description	Concordia University Wisconsin Foundation provides general fund raising support and scholarship fund raising exclusively for Concordia University Wiscosnin, Mequon, WI and its students.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	0	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	0	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	0	TotalOfOtherProgramServiceRev
Total Program Service Expense	0	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	1	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	0	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	1	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	1	ForeignFinancialAccount
Name Of Foreign Country	BD	NameOfForeignCountry
Name Of Foreign Country	CJ	NameOfForeignCountry
Name Of Foreign Country	VI	NameOfForeignCountry
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	1	NonDeductibleContributions
Non Deductible Disclosure	1	NonDeductibleDisclosure
Quid Pro Quo Contributions	1	QuidProQuoContributions
Quid Pro Quo Disclosure	1	QuidProQuoDisclosure
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	25	NbrVotingGoverningBodyMembers
Number Independent Voting Members	22	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	1	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	0	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	WI	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	Allen Prochnow EVP-COO	NamePerson
Telephone Number	2622435700	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	12800 N Lake Shore Drive	AddressLine1
City	Mequon	City
State	WI	State
ZIP Code	53097	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
Warren B Twietmeyer
Board Member	0.10	X	0	0	0
Theodore W Batterman
Board Member	0.10	X	0	0	0
Thomas M Buuck
Board Member	0.10	X	0	0	0
Dean W Fitting
Board Member	0.10	X	0	0	0
Dale P Kramer
Board Member	0.10	X	0	0	0
Jay C Mason
Board Member	0.10	X	0	0	0
Jon R Schumacher
Board Member	0.10	X	0	0	0
Joyce P Senney
Board Member	0.10	X	0	0	0
Gary V Zimmerman
Board Member	0.10	X	0	0	0
Terry M Donovan
Board Member	0.10	X	0	0	0
John J Stollenwerk
Chairman	0.10	X	0	0	0
Marilyn L Holmquist
Board Member	0.10	X	0	0	0
Brother Robert Smith
Board Member	0.10	X	0	0	0
Richard C Vie
Board Member	0.10	X	0	0	0
Michael H White
Board Member	0.10	X	0	0	0
F William Boelter
Board Member	0.10	X	0	0	0
Barry K Allen
Board Member	0.10	X	0	0	0
Merle Freitag
Board Member	0.10	X	0	0	0
James R Popp
Board Member	0.10	X	0	0	0
Robert Schjerven
Board Member	0.10	X	0	0	0
Mark F Polzin
Board Member	0.10	X	0	0	0
Frederick M Anderson
Board Member	0.10	X	0	0	0
Patrick T Ferry
CUW/CUWF President	40		0	117832	65704	X
Duane H Hilgendorf
Sr Vice Pres-CUW	40		0	68531	26496	X
Allen J Prochnow
EVP/Chief Op Off-CUW	40		0	155508	38559	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	0	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	341871	TotalReportableCompFrmRltdOrgs
Total Other Compensation	130759	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Federated Campaigns	0	FederatedCampaigns
Membership Dues	0	MembershipDues
Fundraising Events	0	FundraisingEvents
Related Organizations	0	RelatedOrganizations
Government Grants	0	GovernmentGrants
All Other Contributions	4859550	AllOtherContributions
Noncash Contributions	0	NoncashContributions
Total Contributions	4859550	TotalContributions
Total Program Service Revenue	0	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	384304	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$384,304	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	0	Real
Personal	0	Personal

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	220124	Securities
Other	0	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	0	Securities
Other	0	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	220124	Securities
Other	0	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	220124	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$220,124	ExclusionAmount

Field	Value	IRS element (for citing)
Cntrbtns Rprtd Fundraising Events	0	CntrbtnsRprtdFundraisingEvents
Total Other Revenue	0	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	5463978	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$604,428	ExclusionAmount

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	2226	Total
Fundraising	2226	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	31252	Total
Fundraising	31252	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	38503	Total
Fundraising	38503	Fundraising

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	TotalTotal	FundraisingFundraising
Bank Fees	52	52
Hospitality	1540	1540
Appreciation	287	287

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	73860	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	73860	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1517877	BOY
EOY	3030313	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	3489954	BOY
EOY	3713394	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	5802202	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	121258	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	5719447	BOY
EOY	5680944	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	35303069	BOY
EOY	35998537	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	11567923	BOY
EOY	11604806	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	52061	BOY
EOY	31737	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	57650331	BOY
EOY	60059731	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	-22208752	BOY
EOY	-25309603	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	-22208752	BOY
EOY	-25309603	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	57172051	BOY
EOY	62285303	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	4607164	BOY
EOY	4698069	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	18079868	BOY
EOY	18385962	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	79859083	BOY
EOY	85369334	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	57650331	BOY
EOY	60059731	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	5390118	ReconcilationRevenueExpenses
Reconcilation Other Changes	120133	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	4282177	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	7561729	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	7349619	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2614612	CurrentTaxYearMinus1Year
Current Tax Year	4859550	CurrentTaxYear
Total	26667687	Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	4282177	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	7561729	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	7349619	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2614612	CurrentTaxYearMinus1Year
Current Tax Year	4859550	CurrentTaxYear
Total	26667687	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	0	AmountsSubstContributorsTotal
Public Support Total170	26667687	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	655259	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	467299	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	325188	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	314017	CurrentTaxYearMinus1Year
Current Tax Year	384304	CurrentTaxYear
Total	2146067	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Field	Value	IRS element (for citing)
Total Support	28813754	TotalSupport
Gross Receipts From Admissions Etc	0	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.92552	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.91104	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	44768867	BeginningOfYearBalance
Contributions	473035	Contributions
Investment Earnings Or Losses	782495	InvestmentEarningsOrLosses
Grants Or Scholarships	412296	GrantsOrScholarships
Other Expenditures	11093	OtherExpenditures
Administrative Expenses	0	AdministrativeExpenses
End Of Year Balance	45601008	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	39511332	BeginningOfYearBalance
Contributions	446743	Contributions
Investment Earnings Or Losses	4990770	InvestmentEarningsOrLosses
Grants Or Scholarships	364901	GrantsOrScholarships
Other Expenditures	-56723	OtherExpenditures
Administrative Expenses	-128199	AdministrativeExpenses
End Of Year Balance	44768866	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	39057970	BeginningOfYearBalance
Contributions	601626	Contributions
Investment Earnings Or Losses	704237	InvestmentEarningsOrLosses
Grants Or Scholarships	892416	GrantsOrScholarships
Other Expenditures	-39915	OtherExpenditures
Administrative Expenses	0	AdministrativeExpenses
End Of Year Balance	39511332	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	41689226	BeginningOfYearBalance
Contributions	2101312	Contributions
Investment Earnings Or Losses	-3615482	InvestmentEarningsOrLosses
Grants Or Scholarships	1250541	GrantsOrScholarships
Other Expenditures	-133455	OtherExpenditures
Administrative Expenses	0	AdministrativeExpenses
End Of Year Balance	39057970	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.53	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.47	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	1	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	1	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	1	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	4262086	OtherCostOrOtherBasis
Book Value	4262086	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	1540116	OtherCostOrOtherBasis
Depreciation	121258	Depreciation
Book Value	1418858	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	0	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	0	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	0	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	0	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	0	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	0	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	5680944	TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

Field	Value	IRS element (for citing)
Book Value	1900382	BookValue
Method Of Valuation	F	MethodOfValuation

Closely Held Equity Interests CloselyHeldEquityInterests

Field	Value	IRS element (for citing)
Book Value	0	BookValue

Other Securities OtherSecurities (3 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
Cash & Money Market Funds	4852924	F
Hedge Funds	3005866	F
Real Estate	1845634	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	11604806	TotalOfBookValueSecurities
Federal Income Tax Liability	0	FederalIncomeTaxLiability
Total Of Amounts	0	TotalOfAmounts
Total Revenue	5463978	TotalRevenue
Total Expenses	73860	TotalExpenses
Excess Or Deficit For Year	5390118	ExcessOrDeficitForYear
Net Unrealized GL On Investments	120133	NetUnrealizedGLOnInvestments
Donated Services And Facilities	0	DonatedServicesAndFacilities
Investment Expenses	0	InvestmentExpenses
Prior Period Adjustments	0	PriorPeriodAdjustments
Other	$0	OtherAmount
Total Adjustments	120133	TotalAdjustments
Excess Or Deficit Per FS	5510251	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	5584111	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	120133	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	0	DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants	0	RecoveriesOfPriorYearGrants
Other Revenues	0	OtherRevenues
Revenue Not Rptd F990	120133	RevenueNotRptdF990
Revenue Subtotal	5463978	RevenueSubtotal
Investment Expenses Not Included	0	InvestmentExpensesNotIncluded
Other Revenues Not Included	0	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	5463978	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	73860	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	0	DonatedServicesUseOfFacilities
Prior Year Adjustments	0	PriorYearAdjustments
Losses Reported	0	LossesReported
Other Expenses Included	0	OtherExpensesIncluded
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	73860	ExpensesSubtotal
Investment Expenses Not Included2	0	InvestmentExpensesNotIncluded2
Other Expenses Not Included	0	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	73860	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchD_P05_S00_L04	Schedule D, Part V, Line 4	Concordia University Wisconsin Foundation provides general fundraising support and scholarship fundraising to create the endowments for the use exclusively by Concordia University Wisconsin, Mequon, WI 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.
SchD_P10_S00_L02	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, 2012. 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 2009 to 2012, which statutes expire in 2012 to 2014, respectively. Open tax years subject to examination by the State taxing authorities are for the years 2008 to 2012, which statutes expire in 2012 to 2015.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Allen J Prochnow
0	155508	0	0	0	0	0	38559	0	26742	0	220809	0	206355
Patrick T Ferry
0	117832	0	0	0	0	0	65704	0	124718	0	308254	0	264009
Duane H Hilgendorf
0	68531	0	0	0	0	0	26496	0	72256	0	167283	0	157978

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Identifier	SchJ_P01_S00_L01a	Identifier
Return Reference	Schedule J, Part I, Line 1a	ReturnReference
Explanation	Patrick Ferry, Allen Prochnow, and Duane Hilgendorf have memberships to the WI club paid for by CUW.	Explanation

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublications

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Noncash Contribs Rptd F990	0	NoncashContribsRptdF990
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenues

Food Inventory FoodInventory

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	0	NoncashContribsRptdF990
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	Equipment	2	Fair Market Value
X	Pharmacy Furniture	1	Fair Market Value
X	Printing Services	2	Fair Market Value
X	tickets	1	Fair Market Value

Field	Value	IRS element (for citing)
Number Of8283 Received	0	NumberOf8283Received
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	1	ReviewProcessUnusualNCGifts
Third Parties Used	0	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

Field	Value	IRS element (for citing)
Identifier	SchM_P01_S00_L33	Identifier
Return Reference	Schedule M, Part I, Line 33	ReturnReference
Explanation	Concordia University Wisconsin Foundation notes the FMV of non-cash contributions on receipts to donors and as a "memo" item in the computer system. However, CUWF does not record the donation of non-cash contributions as revenue within the financial statements.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
F990_P06_S0A_L07b	Form 990, Part VI, Section A, Line 7b	Concordia University Wisconsin Foundation is directly controlled by Concordia University Wisconsin. As such, it is required to take various items to the Concordia University Wisconsin Board of Regents for approval.
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. 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 and key officers are required to sign & 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	There are NO paid positions in this organization. As such, no reviews, etc. are needed.
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 CUW President or EVP/COO offices.
F990_P11_S00_L05	Form 990, Part XI, Line 5	Other Changes in Net Assets reflects the Unrealized Gains of the Foundation.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	Concordia University Wisconsin	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	12800 N Lake Shore Drive	AddressLine1
City	Mequon	City
State	WI	State
ZIP Code	53097	ZIPCode

Field	Value	IRS element (for citing)
EIN	390833608	EIN
Primary Activities	Higher education facility	PrimaryActivities
Legal Domicile State	WI	LegalDomicileState
Exempt Code Section	501(1)(c)(3)	ExemptCodeSection
Public Charity Status	line 2	PublicCharityStatus
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Controlled Org	0	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	0	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	1	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	1	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	1	SharingOfFacilities
Sharing Of Paid Employees	1	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	1	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
Concordia University Wisconsin
d	18970000	Financial Statement footnotes
Concordia University Wisconsin
k	201690	CUW Form 990, Part IX
Concordia University Wisconsin
m	443200	CUW Form 990, Part IX
Concordia University Wisconsin
n	1271197	CUW Form 990 Part IX
Concordia University Wisconsin
q	19409	CUW Form 990 Part IX