Form 990 for tax year 2023

Totals

Total revenue

$11,807,994

Total expenses

$2,293,709

Contributions and grants received

$2,861,201

Grants paid

$2,251,250

Program service revenue

$0

Investment income

$8,946,793

Other revenue

$0

Total assets, end of year

$150,251,709

Total liabilities, end of year

$0

Net assets or fund balances, end of year

$150,251,709

Program services expenses (Part IX)

$2,262,347

Management and general expenses

$10,637

Fundraising expenses

$20,725

Program service expenses (Part III)

$2,262,347

Program services were 98.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• 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 $2,262,347 · Grants $2,251,250

As filed on the 2023 return.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• CONCORDIA UNIVERSITY

  $2,251,250

  AMOUNT GIVEN FOR SCHOLARSHIPS

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• CONCORDIA UNIVERSITY INC

  501(C)(3) · HIGHER EDUCATION · WI

• CUVENTURES

  501(C)(3) · SUPPORTING ORGANIZATION · WI · controlled entity

  Directly controlled by CONCORDIA UNIVERSITY WISCONSIN FOUNDATION

Provenance

Return type

form_990

Tax year

2023

Filed

14 May 2025

IRS schema version

2023v6.0

Source object

202531349349309898

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