2011-02-15T15:35:46-06:00 2010-06-30 O'CONNOR DAVIES MUNNS & DOBBINS LLP 15 ESSEX RD PARAMUS NJ 076521412 990 2009-07-01 131740448 CONCORDIA COLLEGE CONC 9143379300 171 WHITE PLAINS ROAD BRONXVILLE NY 10708 WILLIAM ZAMBELLI 9143379300 2011-02-15 1 Brian M Flynn 2017129800 2009 2016-02-24 21:20:13Z WILLIAM ZAMBELLI 171 WHITE PLAINS ROAD BRONXVILLE NY 10708 22881104 0 X CONCORDIA-NY.EDU X 1881 NY EDUCATION 16 16 568 0 290567 0 1893473 1455160 19001849 18674410 1941536 1790199 687596 768410 23524454 22688179 5123183 5062720 0 8378506 8497798 0 513966 8671066 8621292 22172755 22181810 1351699 506369 32036872 33159242 10851728 10621726 21185144 22537516 SEE SCHEDULE O 0 0 18215873 5062720 18674410 THE COLLEGE PROVIDES UNDERGRADUATE EDUCATIONAL PROGRAMS FOR INSTRUCTION AND EXTENSION COURSES FOR APPROXMIATELY 520 STUDENTS AS WELL AS PROVIDING HOUSING AND FOOD SERVICE FOR STUDENTS, FACULTY AND STAFF. SEE SCHEDULE O PART III FOR MORE INFORMATION. 18215873 1 1 0 0 0 0 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 568 0 0 0 0 0 0 0 0 0 0 0 0 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X CONCORDIA COLLEGE 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 ALICE BRUENING 0.50 X 0 0 0 WILLIAM F COLLINS 0.50 X 0 0 0 HOWARD F CRUMB 0.50 X 0 0 0 SHARON P DEVER 0.50 X 0 0 0 THE REV CHARLES FROEHLI 0.50 X 0 0 0 JEAN HANSON 0.50 X 0 0 0 DR ALLEN HERBST 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 J 0.50 X 0 0 0 THOMAS ROEMKE 0.50 X 0 0 0 REV DR ARTHUR W SCHER 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 227500 0 21545 WILLIAM ZAMBELLI 40.00 X 99715 0 0 327215 0 21545 1 0 1 0 CHARTWELLS COMPASS GROUP 2400 YORKMONT ROAD CHARLOTTE NC 28217 FOODSERVICE 1377334 C-CLEAN CORPORATION 69 FENIMORE DR HARRISON NY 10528 CLEANING SERVICES 331682 CONCORDIA UNIVERSITY SYSTEM 1333 S KIRKWOOD RD SAINT LOUIS MO 63122 COMPUTER SERVICES 219796 3 286940 1168220 12506 1455160 TUITION AND FEES 611710 18674410 18674410 18674410 112172 112172 471976 471976 471976 471976 1862650 184623 1678027 1678027 1678027 14169 8302 5867 5867 OTHER INCOME 900099 290567 290567 290567 22688179 18674410 290567 2268042 5062720 5062720 390652 390652 7456667 6426987 716895 312785 650479 261966 300582 87931 52716 52716 35000 35000 306631 299051 7430 150 1571555 1562136 9419 267499 233432 31341 2726 128046 110458 17383 205 587781 587781 985406 838416 138728 8262 266314 78807 186946 561 CONTRACTED FOOD SERVICE 1120480 1120480 EQUIPMENT RENTAL AND MA 673690 346375 310806 16509 OTHER PROFESSIONAL FEES 639095 551329 59555 28211 PAYROLL & COMPUTER SERV 462632 144406 318226 FOOD, BEVERAGE & HOSPIT 364891 273276 84286 7329 1159556 906034 204225 49297 22181810 18215873 3451971 513966 686052 1061446 2473945 3161783 1361092 1047331 364834 250822 88816 258578 31871440 12457005 19806086 19414435 80466 106663 6731988 7411558 443593 446626 32036872 33159242 703608 946693 686105 724674 9184377 8761066 277638 189293 10851728 10621726 X 10205436 11656915 3101000 2886681 7878708 7993920 21185144 22537516 32036872 33159242 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 230651 X X X 0 6061837 187472 0 884649 5364660 0.00000 1.00000 0.00000 0 0 186888 186888 23545224 7911556 15633668 1180803 621661 559142 6884815 3923788 2961027 73710 73710 19414435 LUTHERAN CHURCH-MISSOURI SYNOD FOUNDATION 58508 F ANNUITY CONTRACTS-MUTUAL FUNDS 268699 F COMMONFUND 7084351 F 7411558 ANNUITIES PAYABLE 189293 189293 22688179 22181810 506369 846003 846003 1352372 18471462 846003 846003 17625459 5062720 5062720 22688179 17119090 0 17119090 5062720 5062720 22181810 Part III, Line 4: THE COLLEGE RECEIVED BY DONATION A COLLECTION OF AUTOGRAPHED MATERIAL OF AMERICAN BUSINESSMEN, FINANCIERS AND WEALTH CREATORS IN SUPPORT OF PUBLIC EXHIBITION, SCHOLARLY RESEARCH AND PRESERVATION FOR FURTURE GENERATIONS. Part X: Description of Uncertain Tax Positions Under FIN 48: THE COLLEGE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE COLLEGE HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION. THE COLLEGE IS NO LONGER SUBJECT TO AUDITS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2007. Part XI, Line 8 - Other Adjustments: SPILT INTEREST AGREEMENTS: -86734. CHANGE IN VALUE OF FUNDS HELD BY THIRD-PARTY TRUSTEES: 30887. NET GAIN ON INVESTMENTS: 901850. Part XII, Line 2d - Other Adjustments: CHANGE IN VALUE OF SPILT INTEREST AGREEMENTS: -86734. CHANGE IN VALUE OF FUNDS HELD BY THIRD-PARTY TRUSTEES: 30887. NET GAIN ON INVESTMENTS: 901850. Part XII, Line 4b - Other Adjustments: FINANCIAL AID NETTED AGAINST REVENUE: 5062720. Part XIII, Line 4b - Other Adjustments: FINANCIAL AID NETTED AGAINST REVENUE: 5062720. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 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. 1 GOLF OUTING 14169 14169 8302 14169 14169 8302 8302 5867 0 X SCHOLARSHIPS 487 5062720 X 0 0 X X X X 0 0 0 0 0 0 0 0 0 VIJI GEORGE 205000 0 10000 0 12500 0 0 0 41892 0 269392 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 THE NEW YORK STATE DEPARTMENT OF EDUCATION RECOGNIZES THE BOARD OF REGENTS AS THE GOVERNING BODY OF THE INSTITUTION, AND IT PRESIDES OVER THE ADMINISTRATIVE AFFAIRS OF THE COLLEGE. THE BOARD IS CURRENTLY COMPRISED OF SIXTEEN MEMBERS WHO ARE ELECTED IN VARIOUS WAYS. FOUR MEMBERS OF THE BOARD ARE ELECTED BY GENERAL CONVENTIONS OF THE LCMS, FOUR MEMBERS ARE ELECTED BY CONVENTIONS OF THE ATLANTIC DISTRICT, AND SEVEN MEMBERS ARE ELECTED BY THE BOARD OF REGENTS ITSELF WITH AN ADDITION PASTORAL MEMBER APPOINTED BY THE PRESIDENT OF THE ATLANTIC DISTRICT, LCMS. BOARD MEMBERS SERVE THREE YEAR TERMS WHICH ARE RENEWABLE TWICE. THE BOARD OF REGENTS MEETS AT LEAST THREE TIMES A YEAR TO CONDUCT ITS BUSINESS. THE BOARD OF REGENTS HAS AND EXERCISES THE POWERS PRESCRIBED IN ITS BY-LAWS. ITS PRIMARY FUNCTION IS POLICY MAKING AND TO OVERSEE THE MANAGEMENT OF THE COLLEGE. THE BOARD OF REGENTS DETERMINES THE GENERAL, EDUCATIONAL AND FINANCIAL POLICIES, AND HAS THE POWER TO CARRY OUT ANY OTHER FUNCTIONS WHICH ARE PERMITTED BY ITS BYLAWS EXCEPT AS LIMITED BY LAW. THE BOARD APPROVES AN ANNUAL OPERATING BUDGET AND A LONG-RANGE STRATEGIC PLAN FOR THE INSTITUTION AND UNDERTAKES ANY OTHER ACTIVITIES THAT ARE CONSISTENT WITH ITS CHARGE AND ITS FIDUCIARY RESONSIBILITIES. CONCORDIA'S BOARD RECOGNIZES, HAS BEEN ADVISED BY COUNSEL, AND CONDUCTS ITSELF IN ACCORDANCE WITH THESE PRINCIPLES: IT IS RESPONSIBLE UNDER NEW YORK STATE LAW TO EXERCISE ITS PRUDENT, INDEPENDENT BUSINESS JUDGMENT ON BEHALF OF THE COLLEGE TO WHICH IT OWES ITS UNDIVIDED LOYALTY. ALL DECISIONS ARE MADE BY THE BOARD ON THE BASIS OF A MAJORITY VOTE OF A QUORUM. 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 EXECUTIVE COMMITTEE, AUDIT COMMITTEE, AND FINANCE AND FACILITES COMMITTEE 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 Governing documents and Conflict of Interest Policy are available to the public upon request. Financial Statements are appropriately filed with the Charities Bureau of the State of New York as well as the federal Audit Clearinghouse. All such documents are also available to the public by request. FORM 990, PART XI, 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. FORM 990, PART III, LINE 1 MISSION STATEMENT 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 financial 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 new Division of Nursing and health studies, 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 Program is accredited by the Commission on Accreditation of the Council on Social Work Education, THE NURSING PROGRAM IS ACCREDITED BY THE COLLEGIATE COMMISSION ON NURSING EDUCATION AND THE COLLEGE IS A CHARTER MEMBER OF THE INTERNATIONAL ASSEMBLY FOR COLLEGIATE BUSINESS EDUCATION. THE LUTHERAN CHURCH - MISSOURI SYNOD AND THE CONCORDIA UNIVERSITY SYSTEM 1333 S KIRKWOOD RD KIRKWOOD MO 63122 430658188 RELIGIOUS ORGANIZATION MO 501(c)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0