2011-03-21T15:56:36-07:00 2010-06-30 990 2009-07-01 390833608 CONCORDIA UNIVERSITY WISCONSIN CONC 2622435700 12800 N Lake Shore Drive Mequon WI 53097 Allen Prochnow 2622434303 2011-02-09 2009 2016-02-24 21:20:13Z Allen J Prochnow 12800 N Lake Shore Drive Mequon WI 53097 79425656 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. 13 13 1952 0 0 0 629581 516094 67135778 78612920 2712 193946 661690 130600 68429761 79453560 14990881 17334080 0 0 29372329 33267790 -931 0 1535557 21839051 21560891 66201330 72162761 2228431 7290799 131488012 148214839 30624809 30733344 100863203 117481495 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 38072598 0 69422732 Postsecondary Education, General/Other : 4087 students in undergraduate classes. 3091 students in graduate classes. 1274 students were graduated in the 2009-2010 school year. The university has 69 bachelor majors and 47 minors, 36 masters programs, and 3 doctroal programs. 17334080 17334080 0 Student Financial Aid Programs: Financial aid to students including scholarships, remitted tuition and stipends for both undergraduate and graduate students. 0 0 0 55406678 1 0 0 0 0 0 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 0 0 1 0 0 0 0 0 0 1 1 0 0 1 7769 0 1 1952 1 0 1 CJ 0 0 1 1 1 1 0 0 0 13 13 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X Exec Vice Pres and Chief Op Off 2622435700 12800 N Lake Shore Dr Mequon WI 53097 Mark Polzin 0 X 0 0 0 Rev Dr Wayne Braun 0 X 0 0 0 Dr Demond Means 0 X 0 0 0 Rev John Wille 0 X 0 0 0 Robert Seefeld 0 X 0 0 0 Susan Groth 0 X 0 0 0 Rev William Otto 0 X 0 0 0 Terry Donovan 0 X 0 0 0 Bob Whipkey 0 X 0 0 0 Dwayne Jobst 0 X 0 0 0 Dr Karl Kreft 0 X 0 0 0 Frederick M Anderson 0 X 0 0 0 Robert Schjerven 0 X 0 0 0 Mark Bahr 0 X 0 0 0 Craig Schmidt 0 X 0 0 0 Larry Floyd 0 X 0 0 0 Allen Prochnow 40 X 130089 0 32693 Andrew Luptak 40 X 38656 0 24910 Duane Hilgendorf 40 X 36098 0 22543 Thomas Phillip 40 X 94512 0 26627 Anita Clark 40 X 108732 0 27961 William Cario 40 X 42506 0 28602 Michael Besch 40 X 106364 0 21677 Patrick T Ferry 40 X 81839 0 34548 Kenneth Gaschk 40 X 95829 0 27348 Dr Linda Samuel 40 X 120749 0 27728 Dr Dean Arneson 40 X 175187 0 36593 Curt Gielow 40 X 166294 0 32616 Dr Teresa Kaul 40 X 128020 0 16274 Dr David Borst 40 X 119609 0 28154 1444484 0 388274 11 0 1 0 Educators Advancement Group 20642 Abbey Woods Ct N Frankfort IL 604233160 graduate recruiting company 1207771 Inland US Mgmt LLC - Bldg 6090 NW 6141 PO Box 1450 Minneapolis MN 554851450 Facilities rental 169962 Mayer Helminial Architects LLC 10521 N Port Washington Rd Ste 220 Mequon WI 530922900 architects 1009178 Roseville Ventures LLC 4015 80th St Kenosha WI 531424936 Facilities Rental 295745 Metastar Inc 2 Science Ct Madison WI 537445530 Facilities Rental 115792 6 0 0 0 0 516094 0 0 516094 Student tuition and fees 611310 69422732 69422732 0 0 Residence hall fees 611310 5301194 5301194 0 0 Food service fees 611310 3686801 3686801 0 0 Other Auxiliary 611310 202193 202193 0 0 0 0 0 0 78612920 166042 166042 0 0 0 0 0 0 0 0 0 0 0 100162 0 0 0 100162 100162 100162 0 0 0 0 0 -27904 0 27904 27904 27904 0 0 0 Services Charges 611310 24050 24050 0 0 Miscellaneous Revenue 611310 6388 6388 0 0 0 0 0 0 30438 79453560 78937466 0 0 0 0 17334080 17334080 0 0 0 0 1175424 560774 490450 124200 0 0 0 0 24631436 20934225 3007040 690171 930611 760442 134485 35684 4906945 4009674 709118 188153 1623374 1373755 216781 32838 195382 70937 124445 0 129757 19976 109781 0 57122 0 57122 0 0 0 0 0 0 0 0 0 0 0 4987008 1884825 3020717 81466 1857877 242249 1571712 43916 1503959 1257926 203847 42186 298667 280824 17843 0 0 0 0 0 1203747 1203747 0 0 984407 848408 95363 40636 0 0 0 0 154498 133346 17041 4111 215345 0 215345 0 0 0 0 0 2888020 2352345 535675 0 302266 0 275609 26657 Bad Debt/Pledge Exp 375789 81245 294544 0 Bldg/Equip Maint/Rental 2956216 1009018 1941524 5674 Utilitits 1386134 41786 1344348 0 Various Operating Expenses 2064697 1007096 837736 219865 72162761 55406678 15220526 1535557 1872006 6724695 1964816 4951927 727330 699303 1732827 2526335 0 0 0 0 3357 1153 434196 347452 330078 246058 104174306 29528522 67643809 74645784 22625815 25706022 17473213 16702396 8972839 12130941 0 0 7707726 3532773 131488012 148214839 2640316 5803371 0 0 4154899 1547111 22415358 21843339 0 0 0 0 0 0 0 0 1414236 1539523 30624809 30733344 X 32322185 44714520 50917357 54389408 17623661 18377567 100863203 117481495 131488012 148214839 X 0 1 1 X 1 1 X 0 40000 0 0 X X 0 39057970 601626 704237 892416 -39915 0 39511332 41689226 2101312 -3615482 1250541 -133455 0 39057970 0.54 0.46 0 1 1 1 13078723 0 13078723 66329794 0 17813544 48516250 6818178 0 2375981 4442197 13640840 0 9338997 4301843 4306771 0 0 4306771 74645784 1181574 F 0 Cash 176229 F Certificates of Deposit 442319 F Cash & MM 4237154 F Hedge Funds 7098376 F Real Estate 3566744 F 16702396 Investments - Programs CUWF 12130941 F 12130941 Cash Value of Life Ins 483049 Funds Held by Third Party Trustee 490648 Funds on Deposit w/ Bond Trustee 2063180 Unamortized Bond Issuance Costs 495896 3532773 0 Deposits Payable 376050 Funds Held for Others 1163473 1539523 79453560 72162761 7290799 0 0 0 0 9327493 9327493 16618292 62119480 0 0 0 0 0 62119480 0 17334080 17334080 79453560 54828681 0 0 0 0 0 54828681 0 17334080 17334080 72162761 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_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. 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 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. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 Concordia University Wisconsin is a direct lending school of federal funds. It also receives PELL, FSEOG, ACG, SMART, TEACH, and Dept of Health and Human Services grants related to the nursing field. 1 1 Federal Direct Loans 4555 41725346 0 0 Federal PELL 1362 4716882 0 0 Federal FSEOG 244 247961 0 0 Federal FWS 122 170159 0 0 Federal ACG 166 141600 0 0 Federal SMART 5 18000 0 0 Federal TEACH 15 53000 0 0 Federal Department of Health and Human Services Nusing Traineeship Grant 58 87302 0 0 State of WI Tuition Grant 707 1542021 0 0 State of WI Academic Scholar 20 22500 0 0 State of WI Dept of Vocational Rehab 3 24350 0 0 State of WI Handicap 1 1800 0 0 State of WI Indian 3 2062 0 0 State of WI Minority Teacher Loan 0 0 0 0 State of WI Nursing Loan 4 12000 0 0 State of WI Minority Retention 7 11250 0 0 State of WI TIP 35 35256 0 0 CUW & CUWF Institutional grants & endowments 2235 17777314 0 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/letters 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 81839 0 0 0 0 0 34548 0 137511 0 253898 0 238513 0 Allen Prochnow 130089 0 0 0 0 0 32693 0 29011 0 191793 0 175285 0 William Cario 42506 0 0 0 0 0 28602 0 83054 0 154162 0 138246 0 Duane Hilgendorf 36098 0 0 0 0 0 22543 0 88102 0 146743 0 133522 0 Kenneth Gaschk 95829 0 0 0 0 0 27348 0 17571 0 140748 0 120078 0 Michael Besch 106364 0 0 0 0 0 21677 0 6196 0 134237 0 118790 0 Anita Clark 108732 0 0 0 0 0 27961 0 3268 0 139961 0 136397 0 Andrew Luptak 38656 0 0 0 0 0 24910 0 71473 0 135039 0 134818 0 Thomas Phillip 94512 0 0 0 0 0 26627 0 4613 0 125752 0 120350 0 Curt Gielow 166294 0 0 0 0 0 32616 0 15581 0 214491 0 190445 0 Dr Dean Arneson 175187 0 0 0 0 0 36593 0 1688 0 213468 0 195611 0 Dr Teresa Kaul 128020 0 0 0 0 0 16274 0 17555 0 161849 0 0 0 Dr Linda Samuel 120749 0 0 0 0 0 27728 0 14163 0 162640 0 162446 0 Dr David Borst 119609 0 0 0 0 0 28154 0 12573 0 160336 0 151185 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Those approved by the Board as "Ministers of the Gospel" receive a board approved housing allowance %. CUW pays the travel expenses for the employee and a campanion to attand the once a year off-campus Board-on-Board meeting. Patrick Ferry, Allen Prochnow, and Duane Hilgendorf have memberships to the WI Club paid for by CUW. 2009 Series WHEFA-Wisconsin Health and Education Facilities Authority 2009-05-21 18970000 collapse series 2005&2006, Envn Science bldg, Science labs 0 0 18970000 0 0 1596238 433545 1370000 4203762 2010 0 1 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 Peter Ferry Employee is child of an officer 35675 Employee 0 Tamara Ferry Employee is spouse of an officer 56150 Employee 0 Cheryl Cario Employee is spouse of an officer 4344 Employee 0 David Cario Employee is child of an officer 1374 Employee 0 Mary Hilgendorf Employee is spouse of an officer 78094 Employee 0 Alex VanderVeen Employee is step-child of an officer 3379 Employee 0 Adam VanderVeen Employee is step-child of an officer 21341 Employee 0 Rebecca Phillip Employee is child of an officer 10882 Employee 0 Jill Gaschk Employee is spouse of an officer 26499 Employee 0 Thomas Davila Employee is son-in-law of an officer 17000 Employee 0 Rachel Ferry Employee is child of an officer 620 Employee 0 Hannah Ferry-Meineke Employee is child of an officer 1775 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 3 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 a LCMS university. As such, it is required to take various items to the Concordia University System board for approvals. 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 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. 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 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. Concordia University Wisconsin Foundation 12800 N Lake Shore Drive Mequon WI 53097 396077337 supporting organizating fundraising WI 501(c)(3) 170(b)(1)(A)(vi) N/A 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 1 Concordia University Wisconsin Foundation e 18970000 Concordia University Wisconsin Foundation l 0 Concordia University Wisconsin Foundation m 0 Concordia University Wisconsin Foundation n 0 Concordia University Wisconsin Foundation r 0 Form 8868 was timely filed.