2013-05-13T17:38:26-07:00 2012-06-30 990 2011-07-01 390833608 CONCORDIA UNIVERSITY WISCONSIN CONC 2622435700 12800 N Lake Shore Drive Mequon WI 53097 Allen Prochnow 2622434303 2013-05-13 2011 2016-02-25 16:41:14Z Allen Prochnow 12800 N Lake Shore Dr Mequon WI 53097 98395827 0 X www.cuw.edu X 1881 WI Post Secondary Education - Concordia University Wisconsin is a Lutheran higher education community committed to helping students develop in mind, body, and spirit for service to Christ in the Church and the world. 17 17 2183 0 0 0 612221 592365 89523483 97486685 243705 85974 190193 191551 90569602 98356575 19864612 21656856 0 0 37354531 42764653 0 0 1935496 24226233 25842328 81445376 90263837 9124226 8092738 163409768 178630503 29130248 30747994 134279520 147882509 Post Secondary Education - Concordia University Wisconsin is a Lutheran higher education community committed to helping students develop in mind, body, and spirit for service to Christ in the Church and the world. 0 0 48893933 0 86870712 Post Secondary Education General/Other: 4372 students in undergraduate classes, 3246 students in graduate classes, 1538 students were graduated in the 2011-2012 school year. The University has 102 bachelor majors and 60 minors, 27 masters programs, and three doctoral programs. 21656856 0 21656856 Student Financial Aid Programs: Financial Aid to students including scholarships, remitted tuition, and stipends for both undergraduate and graduate students. 0 0 0 70550789 1 0 0 0 0 0 0 1 0 1 1 1 1 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 1 1 0 0 1 8557 0 1 2183 1 0 1 CJ 0 0 1 1 1 1 0 0 0 0 X 17 17 1 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X Allen Prochnow- EVP-COO 2622435700 12800 N Lake Shore Dr Mequon WI 53097 Mark Polzin 0.10 X 0 0 0 Rev Klemet Preus 0.10 X 0 0 0 Mary Dittmar 0.10 X 0 0 0 Rev John Wille 0.10 X 0 0 0 Robert Seefeld 0.10 X 0 0 0 Susan Groth 0.10 X 0 0 0 Rev William Otto 0.10 X 0 0 0 Terry Donovan 0.10 X 0 0 0 Bob Whipkey 0.10 X 0 0 0 Dwayne Jobst 0.10 X 0 0 0 Dr Karl Kreft 0.10 X 0 0 0 Dcs Lynnette Fredericksen 0.10 X 0 0 0 Robert Schjerven 0.10 X 0 0 0 Mark Bahr 0.10 X 0 0 0 Susan Duda Hanas 0.10 X 0 0 0 Larry Floyd 0.10 X 0 0 0 Robert Knox 0.10 X 0 0 0 Ruth Koch 0.10 X 0 0 0 Christine Specht 0.10 X 0 0 0 John Stollenwerk 0.10 X 0 0 0 Allen Prochnow 40 X 155508 0 38559 Andrew Luptak 40 X 60808 0 27138 Duane Hilgendorf 40 X 68531 0 26496 Thomas Phillip 40 X 102110 0 30697 Anita Clark 40 X 116504 0 32247 William Cario 40 X 68552 0 33692 Michael Besch 40 X 111281 0 12157 Patrick T Ferry 40 X 117832 0 65704 Kenneth Gaschk 40 X 118646 0 32304 Joan Scholz 40 X 83963 0 29563 Dr Linda Samuel 40 X 135538 0 35912 Dr Dean Arneson 40 X 181186 0 36803 Curt Gielow 40 X 171866 0 34475 Dr Teresa Kaul 40 X 144364 0 18440 Dr John Dellinger 40 X 145523 0 30177 1782212 0 484364 41 0 1 0 K-12 Teachers Alliance 20642 Abbey Woods Ct N Frankfort IL 604233160 graduate recruiting company 843822 Mayer Helminiak Architects LLC 10521 N Port Washington Rd Ste 220 Mequon WI 530922900 architects 406039 Roseville Ventures LLC 4015 80th St Kenosha WI 531424936 Facilities Rental 315276 3 0 0 0 0 592365 0 0 592365 Student tuition & Fees 611310 86870712 86870712 0 0 Residence Hall Fees 611310 6384448 6384448 0 0 Food Service Fees 611310 3917840 3917840 0 0 Other Auxiliary 611310 313685 313685 0 0 0 0 0 0 97486685 125226 0 0 125226 0 0 0 0 0 0 0 0 0 126218 0 0 0 126218 126218 0 0 126218 0 0 0 39252 0 -39252 -39252 0 0 -39252 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Service Charges 611310 28700 0 0 28700 Miscellaneous Revenue 611310 36633 0 0 36633 0 0 0 0 65333 98356575 97486685 0 277525 0 0 21656856 21656856 0 0 0 0 1380160 589896 649477 140787 0 0 0 0 31748883 27229335 3683581 835967 1940704 1650895 223929 65880 5572949 4740730 643036 189183 2121957 1819412 263165 39380 182859 84781 98078 0 203642 43513 160129 0 54059 0 54059 0 0 0 0 0 0 0 0 0 0 0 5407310 1512416 3851097 43797 2333333 394312 1852875 86146 2034536 1728467 255628 50441 376958 373577 3381 0 0 0 0 0 1197063 1197063 0 0 1186044 978903 151641 55500 0 0 0 0 295784 268241 11296 16247 177837 9229 168608 0 0 0 0 0 3675650 3052264 623386 0 562905 -225 543721 19409 Bad Debt/Pledge Exp. 343419 99035 244384 0 Bldg/Equipment Maint. & Rental 3581333 1489840 2084861 6632 Utilities 1562765 49025 1513740 0 Various Operating Exp. 2666831 1583224 697480 386127 90263837 70550789 17777552 1935496 5191542 3951996 5147935 7994820 1151465 1003562 2767614 2229577 0 0 0 0 0 0 339490 356866 258596 154685 135406290 34984510 88436914 100421780 35303069 35998537 12028982 12096766 10779339 12456388 0 0 2004822 1965526 163409768 178630503 4277046 6949753 0 0 1503941 1478537 21246320 20624301 0 0 0 0 0 0 0 0 2102941 1695403 29130248 30747994 X 43921972 59372168 71482644 69300186 18874904 19210155 134279520 147882509 163409768 178630503 X 8092738 5510251 X 0 1 1 X 1 1 X 0 40000 0 0 X X 0 44768867 473035 782495 412296 11093 0 45601008 39511332 446743 4990770 364901 -56723 -128199 44768866 39057970 601626 704237 892416 -39915 0 39511332 41689226 2101312 -3615482 1250541 -133455 0 39057970 0.53 0.47 0 1 1 1 0 13099404 13099404 0 86202225 21601672 64600553 0 12399536 3087826 9311710 0 16388397 10295012 6093385 0 7316728 0 7316728 100421780 1900382 F 0 F Cash 44929 F Certificate of deposit 447031 F Cash & Money Market 4852924 F Hedge Funds 3005866 F Real Estate 1845634 F 12096766 Investments-Programs CUWF 12456388 F 12456388 0 Deposits Payable 438000 Funds held for Others 1257403 1695403 98356575 90263837 8092738 0 0 0 0 5510251 5510251 13602989 76699719 0 0 0 0 0 76699719 0 21656856 21656856 98356575 68606981 0 0 0 0 0 68606981 0 21656856 21656856 90263837 SchD_P03_S00_L04 Schedule D, Part III, Line 4 Concordia University Wisconsin holds a collection of artwork which is used by the Art Department to enhance the student's studies and for public exhibition. SchD_P05_S00_L04 Schedule D, Part V, Line 4 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 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). 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 2014, respectively. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Concordia University Wisconsin Foundation investment. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Scholarships for students SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Scholarships for students 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 It is on the website and referenced during Admission and entrance requirements general information-Concordia University Wisconsin admits qualified students of any race, color, or national or ethnic origin to all programs and activities and is nondiscriminatory in the administration of its policies or programs. To be considered for admission to CUW, a student must be a graduate of a regionally accredited high school or one approved by its state university. Requests for exceptions to this requirement may be submitted by candidates who are otherwise qualified. SchE_P01_S00_L06 Schedule E, Part I, Line 6 Concordia University Wisconsin is a direct lending institution of federal funds. It also receives PELL, FSEOG, ACG, SMART, TEACH, and Department of Health & Human Services grants related to the nursing field. 1 Federal Direct Loans 5012 49168408 0 Federal PELL 1830 4912823 0 Federal FSEOG 270 246443 0 Federal FWS 188 187500 0 Federal ACG 0 0 0 Federal SMART 0 0 0 Federal TEACH 9 22500 0 Fed. Dept of HHS Nursing Trainership Grant 116 95604 0 State of WI- Tuition Grant 660 1689966 0 State of WI- Academic Scholar 23 23625 0 State of WI- Handycap 1 900 0 State of WI- Indian 1 550 0 State of WI- Minority Teacher Loan 1 2500 0 State of WI- Nursing Loan 4 12000 0 State of WI- Minority Retention 8 17900 0 State of WI- TIP 15 12050 0 CUW & CUWF Institutional Grants & Endorsements 2560 22281974 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Concordia University Wisconsin awards scholarships and financial aid to students based on financial need, talent, and/or academic merit and programs. Federal and State programs are awarded based upon respective program requirements. Federal and State programs are compliance tested yearly in conjunction with the independent audit and auditor reports/newsletters are submitted to all organizations as required by the programs. X X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Patrick T Ferry 117832 0 0 0 0 0 65704 0 124718 0 308254 0 264009 Allen Prochnow 155508 0 0 0 0 0 38559 0 26742 0 220809 0 206355 0 William Cario 68552 0 0 0 0 0 33692 0 72429 0 174673 0 165323 Duane Hilgendorf 68531 0 0 0 0 0 26496 0 72256 0 167283 0 157978 0 Kenneth Gaschk 118646 0 0 0 0 0 32304 0 11956 0 162906 0 146538 0 Michael Besch 111281 0 0 0 0 0 12157 0 -24040 0 99398 0 136341 0 Anita Clark 116504 0 0 0 0 0 32247 0 6821 0 155572 0 152000 0 Andrew Luptak 60808 0 0 0 0 0 27138 0 61016 0 148962 0 143639 0 Thomas Phillip 102110 0 0 0 0 0 30697 0 7138 0 139945 0 132224 0 Joan Scholz 83963 0 0 0 0 0 29563 0 17389 0 130915 0 110795 0 Curt Gielow 171866 0 0 0 0 0 34475 0 13259 0 219600 0 217672 0 Dr Dean Arneson 181186 0 0 0 0 0 36803 0 1099 0 219088 0 221038 0 Dr Teresa Kaul 144364 0 0 0 0 0 18440 0 37860 0 200664 0 163876 0 Dr John Dellinger 145523 0 0 0 0 0 30177 0 9592 0 185292 0 181331 0 Dr Linda Samuel 135538 0 0 0 0 0 35912 0 11354 0 182804 0 186506 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Those approved by the Board as "Ministers of the Gospel" received a board approved housing allowance %. CUW pays the travel expenses for the employee and a companion to attend the once-a-year off-campus Board-on-Board meeting. Patrick Ferry, Allen Prochnow, amd Duane Hilgendorf have memberships to the WI Club paid for by CUW. Maintenance staff perform various duties at the President's house which is owned by the University. 2009 Series WHEFA-Wisconsin Health and Education Facilities Authority 2009-05-21 18970000 collapse series 2005 & 2006-Envron science bldg, science labs 0 0 0 0 0 18970000 0 0 0 433545 0 13170000 5800000 0 0 2010 0 1 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 X various employee or relative of employee Disclosure subject to FERPA law Tamara Ferry employee is spouse of an officer 69600 employee 0 Cheryl Cario employee is spouse of an officer 5675 employee 0 David Cario employee is child of an officer 1922 employee 0 Mary Hilgendorf employee is spouse of an officer 43998 employee 0 Jill Gaschk employee is spouse of an officer 27886 employee 0 Thomas Davila employee is son-in-law of an officer 37225 employee 0 David Phillip employee is child of an officer 2581 employee 0 F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Allen Prochnow, EVP/COO and Ken Gaschk, VP Enrollment Services, own a corporation titled GP Acquisition Company One LLC. This corporation owns rental properties, and has no transactions with the University. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a Concordia University Wisconsin is a LCMS university. As such, it is required to take various items to the Concordia University System board for approvals. Additionally, a portion of the CUW board members are elected every three years at the national LCMS convention, and at the South Wisconsin District Convention. F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b Concordia University Wisconsin is an LCMS university. As such, it is required to take various items to the Concordia University System Board for approvals. 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 of the University and the Concordia University Wisconsin Foundation. 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 are required to sign and 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 Compensation is determined using industry standards, WAICU organizational data, CUS organizational data, and other various data resources. Final amounts are approved by the Board of Regents annually. 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 President or EVP/COO. F990_P11_S00_L05 Form 990, Part XI, Line 5 Concordia University Wisconsin Foundation investment Change in Net Assets plus Unrealized Gain or Loss from the CUWF return. Concordia University Wisconsin Foundation 12800 N Lake Shore Drive Mequon WI 53097 396077337 supporting organization fundraising WI 501(c)(3) line 7 CUW 1 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 1 Concordia University Wisconsin Foundation e 18970000 Contract (historical) Concordia University Wisconsin Foundation l 201690 Form 990, Part IX Concordia University Wisconsin Foundation m 443200 Form 990, Part IX Concordia University Wisconsin Foundation n 1271197 Form 990, Part IX Concordia University Wisconsin Foundation r 19409 Form 990, Part IX