Exec Vice President/ COO

2011-02-09T16:08:27-07:00 2010-06-30 990 2009-07-01 396077337 CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC CONC 2622435700 12800 N Lake Shore Drive Mequon WI 53097 Allen Prochnow Exec Vice President/ COO 2622434303 2011-02-09 2009 2016-02-24 21:20:13Z Allen J Prochnow 12800 N Lake Shore Drive Mequon WI 53097 7254290 0 X 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 Wisconsin, Mequon, WI and its students. 25 22 0 0 0 0 7561729 7349619 0 0 -654566 -95329 0 0 6907163 7254290 0 0 0 0 0 0 0 0 93313 38529 93313 38529 93313 6868634 7160977 48490265 53920811 -14367526 -18264473 62857791 72185284 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. 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 Wisconsin, 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 Wisconsin, Mequon, WI and its students. 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 1 BD CJ NT VI 0 0 1 1 1 1 0 0 0 25 22 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X Chief Executive Officer 2622435700 12800 N Lake Shore Drive Mequon WI 53097 X Warren B Twietmeyer Marketing Consultant 0 X 0 0 0 Theodore W Batterman RetCEO Spacesaver 0 X 0 0 0 Thomas M Buuck Ptnr-Idaho Mutual Tr 0 X 0 0 0 Dean W Fitting Ret -VC Ozaukee Bank 0 X 0 0 0 Dale P Kramer Ret CEO, Shopko 0 X 0 0 0 Jay C Mason Pres Global Hlth Dir 0 X 0 0 0 Richard G Riedelbach CEO-DUWE Metal Prod 0 X 0 0 0 Jon R Schumacher Ret EVP-Bank One 0 X 0 0 0 Joyce P Senney Community Volunteer 0 X 0 0 0 Gary V Zimmerman Chmn-ZimmermanArchSt 0 X 0 0 0 Terry M Donovan RetVP E-Ventures-UPS 0 X 0 0 0 Chris J Schmidt RetChmn-MeadowVwNurs 0 X 0 0 0 John J Stollenwerk Chmn-Allen-EdmondsSh 0 X 0 0 0 Bruce F Gilbert Chmn-Cedar Lake Sand 0 X 0 0 0 Marilyn L Holmquist Community Volunteer 0 X 0 0 0 Brother Robert Smith Pres-MessmerCathSchl 0 X 0 0 0 Richard C Vie Chmn-CEO-Unitrin Inc 0 X 0 0 0 Michael H White Chmn-Rite-HiteHldgCo 0 X 0 0 0 F Willian Boelter Exec Director/CEO 0 X 0 0 0 Barry K Allen Pres- Allen Enterprises 0 X 0 0 0 Merle Freitag Ret. Pres-LCEF 0 X 0 0 0 James R Popp Pres-JPMorgan Chase-WI-MN 0 X 0 0 0 Patrick T Ferry CUW/CUWF President 0 X 0 81839 0 Duane H Hilgendorf Sr Vice Pres-CUW 0 X 0 36098 0 Allen J Prochnow EVP/Chief Op Off-CUW 0 X 0 130089 0 0 248026 0 0 0 0 0 0 0 0 0 0 0 7349619 0 7349619 0 325188 325188 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 -420517 0 0 0 -420517 0 -420517 -420517 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7254290 -95329 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 0 0 0 0 1570 0 0 1570 0 0 0 0 0 0 0 0 0 0 0 0 35139 0 0 35139 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 43751 0 0 43751 0 0 0 0 Bank Fees 5 0 0 5 Hospitality 12455 0 0 12455 Appreciation 393 0 0 393 93313 0 0 93313 2024164 1960520 0 0 2580047 4353911 0 0 0 0 0 0 0 0 0 0 0 0 5802202 56252 4289586 5745950 22625815 25706022 16891610 16083848 0 0 79043 70560 48490265 53920811 -14367526 -18264473 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 -14367526 -18264473 X 45470152 51447788 412428 3072589 16975211 17664907 62857791 72185284 48490265 53920811 X 0 1 1 X 0 X 4988827 4173449 4282177 7561729 7349619 28355801 0 0 0 0 0 0 0 0 0 0 0 0 4988827 4173449 4282177 7561729 7349619 28355801 28355801 721881 775159 655259 467299 325188 2944786 0 0 0 0 0 0 0 0 0 0 0 0 31300587 0 0.90592 0.87799 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39057970 601626 704237 892416 -39915 0 39511332 41689226 2101312 -3615482 1250541 -133455 0 39057970 0.54 0.46 0 1 1 1 4262086 0 4262086 1540116 0 56252 1483864 0 0 0 0 0 0 0 0 0 0 0 0 5745950 1181574 F 0 Cash & MM Funds 4237154 F Hedge Funds 7098376 F Real Estate 3566744 F 16083848 Interest Receivable 70560 70560 7254290 93313 7160977 2166516 0 0 0 0 2166516 9327493 9420806 2166516 0 0 0 2166516 7254290 0 0 0 7254290 93313 0 0 0 0 0 93313 0 0 0 93313 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_L00 Schedule D, Part X 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). This interpretation clarifies the accounting for uncertainty in income taxes and requires financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. FIN 48 is effective for fiscal years beginning after December 15, 2006 for nonpublic enterprises with conduit or public debt. The University has evaluated the implications of FIN 48, and has determined that there is no material impact on the University's financial statements. Thomas Buuck Director 2319170 CUWF invests in Idaho Mutual Trust. Buuck is owner/Chief Credit Officer & Managing Partner 0 X 2 0 FMV X 0 FMV X 0 FMV X 3 0 FMV X Equipment 3 0 FMV X Pharmacy Museum Item 2 0 FMV X Certificates 2 0 FMV X Lecturer Fee 1 0 FMV X Tickets 1 0 FMV X Office Supplies 1 0 FMV 0 0 1 0 SchM_P01_S00_L33 Schedule M, Part I, Line 33 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. 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_L11 Form 990, Part VI, Section B, Line 11 The 990 was prepared in-house. It was reviewed by the Executive Vice President/Chief Operating 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. 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 anytime 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 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. Concordia University Wisconsin 12800 N Lake Shore Drive Mequon WI 53097 390833608 Higher education facility WI 501(1)(c)(3) 170(b)(1)(A)(ii) Concordia University Wisconsin 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 1 0 Concordia University Wisconsin d 18970000 Concordia University Wisconsin k 0 Concordia University Wisconsin m 0 Concordia University Wisconsin n 0 Concordia University Wisconsin q 0 Form 8868 was timely filed.