Nonprofit · EIN 39-6077337
CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC
Tax-exempt · MEQUON, WI 53097
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,089,578 | $2,629,319 | $2,460,259 | $157,688,323 | $0 | $157,688,323 |
| June 30, 2024 | 990 | $11,807,994 | $2,293,709 | $9,514,285 | $150,251,709 | $0 | $150,251,709 |
| June 30, 2023 | 990 | $4,709,247 | $2,568,444 | $2,140,803 | $147,456,082 | $0 | $147,456,082 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,229,271
- Program service revenue
- $0
- Investment income
- $2,457,362
- Net gain from sales of assets
- $962,842
- Other revenue
- $402,945
Expenses
- Grants and similar amounts paid
- $2,588,935
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $2,588,935
- Fundraising (functional)
- $40,384
Balance sheet and other
- Total assets, start of year
- $150,251,709
- Total assets, end of year
- $157,688,323
- Total liabilities, end of year
- $0
- Net assets, end of year
- $157,688,323
- Land, buildings and equipment
- $4,205,084
- Publicly traded securities
- $85,287,759
- Net assets without donor restrictions
- $139,342,093
- Net assets with donor restrictions
- $18,346,230
- Gross unrelated business income
- $3,593
- Gross receipts
- $6,311,786
- Employees
- 0
- Volunteers
- 113
- Year formed
- 2003
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIK ANKERBERG | PRESIDENT Officer | 1 | $0 | $93,814 | $248,208 |
| DANIELLE MARSH | VP/CFO Officer | 1 | $0 | $147,800 | $32,666 |
| JENNIFER BENANTI | VP/ADVANCEMENT Officer | 1 | $0 | $102,733 | $17,137 |
| TERRY ROWINSKI | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN BERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KRIS BEST | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CELESTE CUFFIE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TERRY DONOVAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HEATHER DUNN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PAT HORNE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CRAIG CASTEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHEZ MISKO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TYLER NEHLS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KIM NELSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARRIET PEDERSEN | BOARD MEMBER Trustee or director | 1 | $0 |
| PAUL ROSENBERG | BOARD MEMBER Trustee or director | 1 | $0 |
| JON SCHUMACHER | BOARD MEMBER Trustee or director | 1 | $0 |
| BRYAN SEIDER | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN STOLLENWERK | BOARD MEMBER Trustee or director | 1 | $0 |
| MATT SULLIVAN | BOARD MEMBER Trustee or director | 1 | $0 |
| RICH TWIETMEYER | BOARD MEMBER Trustee or director | 1 | $0 |
| FRED WATKINS | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIK ANKERBERG | PRESIDENT Officer | 1 | $0 | $111,834 | $225,477 |
| ROY PETERSON | VP/CFO Officer | 1 | $0 | $145,008 | $93,577 |
| DEAN RENNICKE | VP/ADVANCEMENT Officer | 1 | $0 | $156,151 | $51,271 |
| CHRISTINE SPECHT-PALMERT | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TERRANCE ROWINSKI | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JON SCHUMACHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HEATHER DUNN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JUDITH FISCHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KRIS BEST | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW BUROW | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CELESTE CUFFIE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TERRY DONOVAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK HORNE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CRAIG KASTEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHEZ MISKO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KIM NELSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HARRIET PEDERSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PAUL ROSENBERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JIM SAALFELD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRYAN SEIDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TIM SHELDON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN STOLLENWERK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RICH TWEITMEYER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GINO VILLANI | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRED WATKINS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT SCHJERVEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL WHITE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROY PETERSON | VP/CFO Officer | 1 | $0 | $130,727 | $107,061 |
| WILLIAM CARIO | INTERIM PRESIDENT (END 1/31/23) Officer | 1 | $0 | $111,649 | $61,862 |
| CHRISTINE SPECHT-PALMERT | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TERRANCE ROWINSKI | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JON SCHUMACHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HEATHER DUNN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JUDITH FISCHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KRIS BEST | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW BUROW | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CELESTE CUFFIE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TERRY DONOVAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK HORNE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CRAIG KASTEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHEZ MISKO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KIM NELSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HARRIET PEDERSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PAUL ROSENBERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JIM SAALFELD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRYAN SEIDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TIM SHELDON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN STOLLENWERK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RICH TWEITMEYER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GINO VILLANI | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRED WATKINS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT SCHJERVEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL WHITE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ERIK ANKERBERG | PRESIDENT (START 2/5/23) Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 12800 N LAKE SHORE DR, MEQUON, WI 53097-2418
- In care of
- % JOAN SCHOLZ
- Principal officer (990 for 2024)
- DANIELLE MARSH, 12800 N LAKE SHORE DRIVE, MEQUON, WI 53097
- Signed the 990
- DANIELLE MARSH, CFO
- Phone
- (262) 243-5700
- Website
- WWW.CUW.EDU
- Return prepared by
- SIKICH LLC
Mission
SUPPORTING ORGANIZATION - CONCORDIA UNIVERSITY WISCONSIN FOUNDATION IS A SUPPORTING ORGANIZATION THAT PROVIDES GENERAL FUND RAISING SUPPORT AND SCHOLARSHIP FUND RAISING EXCLUSIVELY FOR CONCORDIA UNIVERSITY INC., MEQUON, WI AND ITS STUDENTS.
Program accomplishments
- CONCORDIA UNIVERSITY WISCONSIN FOUNDATION PROVIDES GENERAL FUND RAISING SUPPORT AND SCHOLARSHIP FUND RAISING EXCLUSIVELY FOR CONCORDIA UNIVERSITY INC, MEQUON, WI AND ITS STUDENTS.POSTSECONDARY EDUCATION GENERAL/OTHER: CUWF PROVIDES GENERAL FUND RAISING SUPPORT AND SCHOLARSHIP FUND RAISING EXCLUSIVELY FOR CUI AND ITS STUDENTS.Expenses $2,588,935 · grants $2,588,935
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-6077337
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $157,688,323
- Income (IRS master file)
- $6,311,786
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,089,578 | $2,629,319 | $157,688,323 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $11,807,994 | $2,293,709 | $150,251,709 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $4,709,247 | $2,568,444 | $147,456,082 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $15,908,251 | $263,556 | $139,377,062 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6077337).
Questions about CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC
- What is the EIN of CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC?
- The employer identification number (EIN) of CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC is 39-6077337.
- Is CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names DANIELLE MARSH.
- Who are the officers and directors of CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 23 people; 0 received compensation from the organization.
- How much revenue does CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,089,578, expenses of $2,629,319 and total assets of $157,688,323 at year end.
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