2011-02-10T09:30:22-07:00 2010-06-30 990 2009-07-01 470378777 Concordia University CONC 4026437380 800 North Columbia Ave Seward NE 68434 Dave Kumm 4026437380 2011-01-07 2009 2016-02-24 21:20:13Z Dave Kumm 800 North Columbia Ave Seward NE 68434 36899191 0 1709 X www.cune.edu X 1894 NE Founded in 1894 by The Lutheran Church-Missouri Synod, Concordia University, Nebraska is a private, coeducational institution of higher learning located in Seward, Nebraska. Concordia is committed to providing excellent professional and liberal arts programs in an environment that richly supports the Christian growth of its students. 2050 students registered for the 2009 term. 15 13 844 144 0 0 8298049 4905362 27825244 30783620 1411171 1053651 3001 6149 37537465 36748782 9671125 10852095 0 0 13197611 12635795 34924 31054 1368382 10785061 12411960 33688721 35930904 3848744 817878 79936223 82303661 30511742 28918469 49424481 53385192 Concordia University, Nebraska is an excellent academic and Christ-centered community equipping men and women for lives of learning, service and leadership in the church and world. Vision - by 2015 Concordia University, Nebraska will grow and expand its influence to diverse populations by fostering collaboration and adapting to our changing environment while remaining faithful to our mission of excellent Christian education. What Concordia stands for - The university is committed to the Christian growth of its students through degree programs in professional education and the liberal arts. In addition, Concordia's faculty, staff and students are committed to service to the church and community and to scholarly activity and research. 0 0 10852095 10852095 24942670 Scholarship Programs: Scholarship Awards. 1062 students received scholarships out of the $10,852,095 scholarships awarded. 15303797 0 802141 Higher Education: Concordia University provides a complete Christian liberal arts education. These program service expenses are costs related to educating students in all University programs. (2050 total student count) 3536130 0 5038809 Auxiliary Services - the cost for student room and board. On average we housed 880 students and 883 used our campus dining services. 0 0 0 29692022 1 1 0 0 0 0 1 0 1 1 0 1 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 1 0 0 0 1 73 0 1 844 1 0 0 0 0 0 1 1 0 0 0 1 1 15 13 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X David Kumm 4026437380 Concordia University NE 800 North Columbia Ave Seward NE 68434 William Hartmann 0.60 X 0 0 0 Vance Hinrichs 0.60 X 0 0 0 Barry Holst 0.60 X 0 0 0 Mike Klintworth 0.60 X 0 0 0 James Knoepfel 0.60 X 0 0 0 John Kuddes 0.60 X 0 0 0 Lyle Middendorf 0.60 X 0 0 0 Timothy Moll 0.60 X 0 0 0 Frederick Ohlde 0.60 X 0 0 0 Ronald Pfeiffer 0.60 X 0 0 0 Scott Schmieding 0.60 X 0 0 0 Andrew Smith 0.60 X 0 0 0 Russell Sommerfeld 0.60 X 0 0 0 Max Wake 0.60 X 0 0 0 Karl Ziegler 0.60 X 5886 0 0 Brian Friedrich 65 X 67919 0 174427 David Kumm 55 X X 95431 0 42984 Peter Kenow 55 X 34381 0 71426 Scott Seevers 55 X 502 0 99567 Jenny Mueller-Roebke 55 X 36457 0 72409 Lisa Ashby 55 X 22825 0 60347 263401 0 521160 0 0 1 0 Chartwells Foodservice PO Box 91337 Chicago IL 606931337 Foodservice 2076043 ARAMARK Management Services One ServiceMaster Way Downers Grove IL 605151700 Facility Management 1458581 Kiewit Building Group Inc 3921 Mason Street Omaha NE 68105 Construction 669747 Beynon Sports Surfaces Inc 16 Alt Rd Hunt Valley MD 21030 Construction 580347 Educators Advancement Group 20624 Abbey Woods Ct N Frankfort IL 604233198 Consulting 455306 6 0 0 37775 202120 421220 4244247 97122 4905362 Tuition and Fees 900099 24942670 24942670 0 0 Auxiliary Services 900099 5038809 5038809 0 0 Other Income 900099 802141 802141 0 0 0 0 0 0 30783620 935622 0 0 935622 56501 0 0 56501 0 0 0 0 0 0 124331 41795 104598 0 19733 41795 61528 0 0 61528 51960 37775 45811 6149 6149 0 0 0 36748782 30789769 0 1053651 0 0 10852095 10852095 0 0 0 0 698581 281391 220538 196652 0 0 0 0 9318793 7534391 1184123 600279 622523 490672 85245 46606 1604088 907466 635249 61373 391810 314623 55453 21734 0 0 0 0 7931 0 7931 0 51334 0 51334 0 0 0 0 0 31054 31054 77590 0 77590 0 4430973 3775194 595727 60052 117972 16115 90217 11640 839392 511460 285429 42503 311688 88708 209508 13472 0 0 0 0 1549293 1035972 493948 19373 693267 591576 13764 87927 0 0 0 0 58711 53162 3118 2431 1066905 922523 144382 0 0 0 0 0 2282064 1874361 382157 25546 72093 46435 25454 204 Repairs and Maintenance 83456 38890 42993 1573 Equipment 238466 223842 12455 2169 Dues and Subscriptions and Periodicals 128258 56860 69743 1655 Hospitality 81106 43128 7054 30924 Fundraising Expenses 101144 0 0 101144 220317 33158 177088 10071 35930904 29692022 4870500 1368382 460662 42672 1810873 459348 2497900 1799327 301456 528622 0 0 0 0 1104928 1135318 10625 8553 27086 304367 79620948 30134197 49478005 49486751 18455433 21758727 0 0 0 0 5789255 6779976 79936223 82303661 4811602 3453017 0 0 128009 451985 22670000 22320000 0 0 0 0 0 0 0 0 2902131 2693467 30511742 28918469 X 13397492 14751846 14380206 15034845 21646783 23598501 49424481 53385192 79936223 82303661 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X 0 18197412 1095303 3294747 991087 0 77590 21518785 20443508 1298132 -2449752 1024653 0 69823 18197412 0.048 0.945 0.007 1 1 1 0 700972 700972 0 57590187 19711454 37878733 0 0 0 0 0 8747448 4546276 4201172 0 12582341 5876467 6705874 49486751 Funds Held by Third Party Trustee 1854939 Unamortized Bond Issuance Cost 461427 Deposits 12163 Funds on Deposit with Bond Trustee 1372505 Split-Interest Agreements Held by 3rd Party 2296282 Cash Surrender Value of Life Insurance 461440 Art Work 46850 Accrued Interest Receivable 19498 Funds Due from Concordia Foundation Inc 254872 6779976 Capital Lease 749852 Deposits Payable 424667 Funds Held in Custody of Others 52505 Asset Retirement Obligation 484103 Refundable Advances Federal Perkins 982340 2693467 SchD_P03_S00_L01 Schedule D, Part III, Line 1 Concordia University elects not to report on the balance sheet collections of art and historical treasures. SchD_P03_S00_L04 Schedule D, Part III, Line 4 Concordia owns the Bartels Rock Museum which has more than 75 displays of minerals, agate, fossils and rocks. In 1983, a donor gifted a large portion of their rock collection to Concordia, where it could be enjoyed by students and visitors. Concordia makes this available for public display which is educational for the Concordia students and the public. The Rock Museum is open to the public at no charge. Concordia also owns and operates the Marxhausen Gallery which houses permanent art collections and is used as an exhibition location for students to share their senior thesis exhibitions among other exhibitions. The gallery is open to the public at no charge. SchD_P05_S00_L04 Schedule D, Part V, Line 4 Our endowment fund consists of several different intended designations. 90.2% of the fund is designated for scholarships, 3.7% of the fund is for institutional support, 2.9% is for instructional/academic support and 3.2% is for student services. SchD_P10_S00_L00 Schedule D, Part X No FIN48 footnote on the financial statements. Our position is that all or substantially all of our activities serve to fulfill our exempt purpose. To the extent that some of our activities may be considered unrelated business income, these items would be immaterial and we believe that there would be sufficient expenses to offset any income. Accordingly, we have not recorded a tax liability at June 30, 2010. This position is consistent with positions taken in prior years. Concordia University, Nebraska has never been required to file a 990-T for unrelated business income tax. No material changes in operations have occurred in 2009 that would suggest a change in position. We believe that our tax position meets the "more likely than not" recognition threshold identified in FIN 48. 1 1 1 Concordia University policy of racial nondiscrimination is published in "Lutheran Witness", "Reporter", local newspaper and the Admission Office literature. The Admission Office literature is made available to prospective students. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 Financial aid assistance is received from the following programs; Pell Grant, Federal Supplemental Educational Opportunity Grant Program, Federal Work Study, FEderal Perkins Loan, Federal Family Education Loan Programs, Special Leveraging Educational Assistance Partnership Program. 1 X X X X X 1 Meyer Partners LLC Consult on direct mail programs 0 415484 30000 385484 415484 30000 385484 Plum Creek 33645 14255 19390 0 0 8077 0 0 9290 Bulldog Golf Classic 37490 10320 27170 500 4306 16881 0 0 0 1 18600 13200 5400 0 397 5475 0 0 885 89735 37775 51960 500 4703 30433 0 0 10175 45811 6149 1 Scholarships 1064 10852095 0 book SchI_P01_S00_L02 Schedule I, Part I, Line 2 Financial Aid monitors all the scholarships that are awarded to the students to make sure they fall within the required guidelines. X 1 1 X X 0 0 0 0 0 0 0 0 0 Brian Friedrich 65651 0 0 0 11268 0 46587 0 118840 0 242346 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a 1 (a) housing allowance. As qualified ministers of religion the following individuals received housing allowance as a part of compensation; not reportable on Form W2; Brian Friedrich, Jenny Mueller-Roebke, Pete Kenow, Lisa Ashby, Scott Seevers, Alan Koepke and Michael Vincent. These individuals for IRS purposes are considered self-employed. Nebraska Educational Finance Authority 521293953 63966PQX5 2007-05-30 22651631 Construction of FAcility and Refunding of prior issue (8/31/05) 0 0 16910029 1389103 0 0 453033 0 15067894 2008 1 0 1 1 0 0 0 0 0 0.0005 0 0.0005 1 0 0 0 1 See Schedule 0 2.2 1 0 1 Brian Friedrich President, Key Employee Tuition Waiver - $11920 David Kumm CFO, Key Employee Tuition Waiver - $7425 Lynne Kumm Spouse of Officer 31649 Employee Salary Payment 0 Laurie Friedrich Spouse of Officer 23550 Employee salary payment 0 X 1 5000 Appraisal X 6 92122 selling price 0 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b Donors will transfer publicly traded stock in to our Edward Jones account and Edward Jones will sell the stock and issue us payment. F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Max Wake is the President of Jones National Bank & Trust where we do business and where other board members may have a traditional banking relationship which includes deposit and loan services. Mike Klintworth is a VP at the Cattle National bank where we do business and where other board members may have a traditional banking relationship. Timothy Moll is a partner in the legal firm Rembolt Ludtke LLP and other board members may hire his firm for legal services. John Kuddes is employed by Thrivent Financial and they have a business relationship with other members of the board. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a If a Board member leaves during their term the current Board will elect a replacement. F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b The Concordia University Systems Board of Higher Education may have final approval over some decisions. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 The finance committee of the Board of Regents will review and present to the Board. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Each Board member is required to review and sign the conflict of interest policy yearly. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Board of Regents will do a market study and have final approval for Officers and Key Employees. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 At this time they are not readily available to the public. We would make them available upon request. SchG_P01_S00_L03 Schedule G, Part I, Line 3 Concordia is not blind soliciting for contributions in any state and is therefore not registered or licensed. SchK_P04_S00_L04b Schedule K, Part IV, Line 4b Construction Fund - FSA Capital Management, Reserve Fund - Societe Generale SchK_P04_S00_L04c Schedule K, Part IV, Line 4c Construction Fund 2.2 years and Reserve Fund 8.3 years. SchR_P02_S00_L00 Schedule R, Part II Primary Activity - Promote the University through solicitation of funds to encourage various activities of the University. Concordia Foundation Inc 800 North Columbia Ave Seward NE 68434 476034005 See Schedule O NE 501(c)3 509(a)(3) Type III N/A 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 1 0 0 Concordia Foundation Inc c 202120 Filed form 8868 - Application for Extension of Time for an automatic 3-month extension.