2012-05-14T13:15:29-05:00 2011-06-30 O'CONNOR DAVIES MUNNS & DOBBINS LLP 15 ESSEX RD PARAMUS NJ 076521412 990 2010-07-01 131740448 CONCORDIA COLLEGE CONC 9143379300 171 WHITE PLAINS ROAD BRONXVILLE NY 10708 WILLIAM ZAMBELLI 9143379300 2012-05-14 1 BRIAN M FLYNN 2017129800 2010 2016-02-24 21:20:13Z WILLIAM ZAMBELLI 171 WHITE PLAINS ROAD BRONXVILLE NY 10708 23354379 0 X CONCORDIA-NY.EDU X 1881 NY EDUCATION - SEE SCHEDULE O 16 16 579 0 404858 0 1455160 1939514 18674410 20320757 1790199 104043 768410 990065 22688179 23354379 5062720 5402515 0 0 8497798 9467246 0 0 441481 8621292 9052146 22181810 23921907 506369 -567528 33286720 34334179 10749204 10841674 22537516 23492505 SEE SCHEDULE O 0 0 19974155 5402515 20320757 THE COLLEGE PROVIDES UNDERGRADUATE EDUCATIONAL PROGRAMS FOR INSTRUCTION AND EXTENSION COURSES FOR APPROXMIATELY 777 STUDENTS AS WELL AS PROVIDING HOUSING AND FOOD SERVICE FOR STUDENTS, FACULTY AND STAFF. SEE SCHEDULE O PART III FOR MORE INFORMATION. 19974155 1 1 0 0 0 0 0 1 0 1 1 1 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 0 1 0 0 0 579 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X WILLIAM ZAMBELLI 9143379300 171 WHITE PLAINS ROAD BRONXVILLE NY 10708 COLONEL MICHAEL J MEESE 0.50 X 0 0 0 FREDERICK W BERNTHAL 0.50 X 0 0 0 CHESTER M EDELMANN JR MD 0.50 X 0 0 0 HEIDI J FIELDS 0.50 X 0 0 0 HOWARD F CRUMB 1.00 X 0 0 0 JAMES T JAHNKE 0.50 X 0 0 0 THE REV CHARLES FROEHLICH 0.50 X 0 0 0 JEAN HANSON 1.00 X 0 0 0 DR JONATHAN C LAABS 0.50 X 0 0 0 THE REV WILLIAM J MEYER 0.50 X 0 0 0 GARY E MULLER 0.50 X 0 0 0 DR JOHN M PIETRUSKI JR 1.00 X 0 0 0 THOMAS ROEMKE 0.50 X 0 0 0 REV DR ARTHUR W SCHERER 0.50 X 0 0 0 T SCOTT WITTMAN 0.50 X 0 0 0 HOPE WITTROCK 0.50 X 0 0 0 VIJI GEORGE 40.00 X X 247128 0 19512 WILLIAM ZAMBELLI 40.00 X 101194 0 0 348322 0 19512 2 0 1 0 CHARTWELLS COMPASS GROUP 2400 YORKMONT ROAD CHARLOTTE NC 28217 FOODSERVICE 1508068 C-CLEAN CORPORATION 69 FENIMORE DR HARRISON NY 10528 CLEANING SERVICES 311043 CONCORDIA UNIVERSITY SYSTEM 1333 S KIRKWOOD RD SAINT LOUIS MO 63122 COMPUTER SERVICES 260684 LUCADAMO & SONS INC 215 SOUTH 13TH AVE MOUNT VERNON NY 10550 PARKING LOT/BUILDING RENOVATIONS 143562 OSSO GENERAL CONTRACTORS 38 BARON DRIVE WARWICK NY 10990 BUILDING RENOVATIONS 103650 5 40000 461935 1437579 1939514 TUITION AND FEES 611710 20320757 20320757 20320757 104043 104043 585207 585207 585207 585207 OTHER INCOME 900099 404858 404858 404858 23354379 20320757 404858 689250 5402515 5402515 348322 348322 7357312 6303226 791269 262817 1761612 1358170 329447 73995 20216 20216 39500 39500 699046 571978 118592 8476 345263 342444 2819 736463 573597 118059 44807 466115 144071 321969 75 1630680 1622670 8010 302000 245238 52795 3967 125913 101542 22001 2370 549460 549460 991789 864415 118617 8757 353170 94238 257528 1404 CONTRACTED FOOD SERVICE 1287935 1287935 EQUIPMENT RENTAL AND MA 701490 395319 287539 18632 FOOD, BEVERAGE & HOSPIT 449688 361574 79311 8803 BOOKS 197086 195260 922 904 PROMO & MARKETING MATER 89196 63975 18895 6326 67136 45988 21000 148 23921907 19974155 3506271 441481 1061446 733893 3161783 2225559 1047331 866302 378300 373576 258578 222346 33553152 13015234 19414435 20537918 106663 3700 7411558 8830566 446626 540319 33286720 34334179 1074171 980090 1135 724674 1433505 8761066 8245142 189293 181802 10749204 10841674 X 11656915 11697902 2886681 3447955 7993920 8346648 22537516 23492505 33286720 34334179 X -567528 1522517 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 230651 X X X 0 7238471 99674 1394300 513355 8219090 6166350 187472 884649 7238471 0.00000 0.89610 0.10390 0 0 186888 186888 23759952 8364380 15395572 1221811 661097 560714 6793645 3989757 2803888 1590856 1590856 20537918 LUTHERAN CHURCH-MISSOURI SYNOD FOUNDATION 64246 F ANNUITY CONTRACTS-MUTUAL FUNDS 282726 F COMMONFUND 8483594 F 8830566 ANNUITIES PAYABLE 181802 181802 23354379 23921907 -567528 1409500 19240 93777 1522517 954989 19474381 1409500 19240 93777 1522517 17951864 5402515 5402515 23354379 18519392 0 18519392 5402515 5402515 23921907 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: SPLIT INTEREST AGREEMENTS 35,597. CHANGE IN VALUE OF FUNDS HELD BY THIRD-PARTY TRUSTEES 58,180. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 35,597. CHANGE IN VALUE OF FUNDS HELD BY THIRD-PARTY TRUSTEES 58,180. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE 5,402,515. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE 5,402,515. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES FINANCIAL ASSISTANCE FROM THE GOVERNMENT FOR PELL GRANT PROGRAM, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANT, FEDERAL WORK STUDY, AND NATIONAL SCIENCE AND MATHEMATICS ACCESS TO RETAIN TALENT. INDIA 0 1 IDENTIFICATION AND RECRUITMENT OF STUDENTS 42477 SOUTH KOREA 0 2 IDENTIFICATION AND RECRUITMENT OF STUDENTS 20500 CHINA 0 3 IDENTIFICATION AND RECRUITMENT OF STUDENTS 33800 0 6 0 0 0 6 96777 0 96777 0 0 0 0 0 0 0 SCHOLARSHIPS 501 5402515 X 1 0 X X X X 0 0 0 0 0 0 0 0 0 VIJI GEORGE 209374 0 10000 0 27754 0 0 0 19512 0 266640 0 0 0 PART I, LINE 1A 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. SUCH HOUSING IS PROVIDED AT NO COST. FORM 990, PART VI, SECTION A, LINE 4 THE CHARTER OF THE COLLEGE WAS AMENDED TO PERMIT OFFERING OF A POST-SECONDARY DEGREE, A MASTER'S IN EDUCATION. FORM 990, PART VI, SECTION B, LINE 11 FORM 990, PART VI, SECTION B, LINE 11: WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, A COPY IS SENT TO MEMBERS OF THE BOARD OF REGENTS FOR REVIEW AND COMMENTS. ANY COMMENTS AND QUESTIONS CONCERNING THE 990 ARE DISCUSSED WITH MANAGEMENT AND APPROPRIATE ACTIONS ARE TAKEN WHEN NECESSARY BEFORE 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 MANAGEMENT AND THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT OF THE COLLEGE IS ESTABLISHED IN A FORMAL EMPLOYMENT CONTRACT EXECUTED ON BEHALF OF THE BOARD OF REGENTS. COMPENSATION FOR OTHER KEY EMPLOYEES IS ESTABLISHED BY THE PRESIDENT OF THE COLLEGE IN CONSULTATION WITH THE BOARD OF REGENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 171 WHITE PLAINS ROAD, BRONXVILLE, NY 10708. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,409,500. DONATED SERVICES AND USE OF FACILITIES: 19,240. SPLIT INTEREST AGREEMENTS 35,597. CHANGE IN VALUE OF FUNDS HELD BY THIRD-PARTY TRUSTEES 58,180. TOTAL TO FORM 990, PART XI, LINE 5: 1,522,517. 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. MISSION STATEMENT FORM 990, PART III, LINE 1 CONCORDIA COLLEGE, NEW YORK, A COLLEGE OPERATED UNDER THE AUSPICES OF 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 FOUR-YEAR, COEDUCATIONAL LIBERAL ARTS COLLEGE LOCATED ON A 30-ACRE CAMPUS IN BRONXVILLE, NY. THE COLLEGE IS CHARTERED BY THE BOARD OF REGENTS OF THE UNIVERSITY OF THE STATE OF NEW YORK TO OFFER BOTH ASSOCIATE AND BACHELOR DEGREES. CONCORDIA COLLEGE OFFERS EIGHT MAJOR UNDERGRADUATE PROGRAMS OF STUDY: BIOLOGY, BUSINESS, EDUCATION, ENGLISH AND ENGLISH AS A SECOND LANGUAGE, LIBERAL STUDIES, NURSING AND HEALTH STUDIES, SOCIAL SCIENCES, AND SOCIAL WORK. IN ADDITION, THROUGH ITS DIVISION OF NURSING AND HEALTH SERVICES, CONCORDIA OFFERS AN ACCELERATED 15-MONTH POST-BACCALAUREATE DEGREE PROGRAM IN NURSING DESIGNED FOR STUDENTS WHO HAVE COMPLETED A BACHELOR'S DEGREE IN ANOTHER FIELD. ADULT STUDENTS MAY START OR CONTINUE THEIR EDUCATION THROUGH CONCORDIA'S ACCELERATED DEGREE PROGRAM, OFFERING DEGREES IN BEHAVIORAL SCIENCES, BUSINESS ADMINISTRATION, HEALTH STUDIES AND HEALTHCARE ADMINISTRATION. 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 EDUCATION AND THE NURSING PROGRAM IS ACCREDITED BY THE COLLEGIATE COMMISSION ON NURSING EDUCATION. THE LUTHERAN CHURCH - MISSOURI SYNOD AND THE CONCORDIA UNIVERSITY SYSTEM 1333 S KIRKWOOD RD KIRKWOOD MO 63122 430658188 RELIGIOUS ORGANIZATION MO 501(C)(1) 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0